What types of reporters can we expect to attend? You can expect 25-40 reporters from the following types of publications to attend our events:
- financial advisor publications (Financial Planning, Investment News)
- institutional publications (Pension's and Investments and Institutional Investor)
- mainstream business publications (The Wall Street Journal, Business Week)
- consumer publications (Money, Smart Money)
- broadcast news (CNBC)
- freelance writers.
How much media coverage can we expect? It is typical for clients to be part of several stories within a few weeks following the event. It is possible, however, you won't get any press coverage. The quality and quantity of press coverage depends on the quality of your presentation, the timliness of the information, and the needs of the journalists in the room. In addition to press coverage, another major benefit to participation in our events is relationship building with key journalists. This way you can earn press coverage over time.
What have previous participants thought about the briefing? Click here to read testimonials from participants and journalists who attended previous events.
How often can we participate in the briefing? We want to make sure reporters have access to fund managers who are considered undiscovered as well as high-profile managers. As a result, we limit participation to one time per year for a specific fund and two times per year for a specific fund family.
What is the format of the event? Our events feature a brunch and/or lunch at high-end locations. The typical agenda includes:
- networking (15 minutes)
- formal presentations kept to 6 minutes each (60 minutes)
- Q&A (15 minutes)
- more networking (15-60 minutes)
In what order do participants present? The portfolio managers present in alphabetical order by fund name. If there is a luncheon briefing as well, the portfolio managers will present in reverse alphabetical order by fund name.
What makes for a strong presentation? Reporters need to develop fresh and interesting angles every day, so the portfolio managers who speak to current conditions, as opposed to a canned presentation that could just as easilly be given a year ago, should earn more press coverage. Focus on the following issues:
- your investment philosophy,
- what good decisions you made that helped performance,
- current themes in your portfolio,
- your thoughts on the markets and the economy over the next few months,
- stock picks and reasons why you like them.
Why are the presentations kept to only 6 minutes? Reporters have limited time to attend events like this. They prefer not be out of the office for multiple hours because they are busy covering breaking news and trends. Since we provide access to multiple portfolio managers at the same time, each presentation has to be kept short and focused. There will be time prior to and following the event for informal interviews. And bring plenty of business cards so you can build a long-term relationship with each reporter.
Can we use a Powerpoint? We will not be using Powerpoint because of the limited amount of time per presentation. However, you can bring Powerpoint slides to handout prior to your presentation.
Will you help prepare my presenter prior to the event? Yes. We will set up a coaching call with your portfolio manager to answer any questions, prepare him for what to expect, and help him determine which issues he should focus on. We will also offer to listen to a dry-run of the presentation several days prior to the event.
Are television interviews included in this event? We notify the major TV stations and financial Websites about your participation in the event. As a result, it is not unusual for CNBC, for example, to want to interview some of the portfolio managers during the day or within the next few weeks. It is also typical for major financial Websites, such as TheStreet.com, to bring a video camera to the event to conduct taped interviews. Interviews are based on the journalists interest. There are no guarantees for an appearance and if you don't want an appearance, let us know.
My presenter may be uncomfortable speaking to groups or interviewing on television. Can you help him be at his best? For an additional fee, we will help prepare your presenter, strengthen interviewing skills and gain comfort with the interview process during a media bootcamp session. In a tailored session for your presenter which includes workshop exercises and on-camera simulated interviews, we will help enhance your message, help your portfolio manager feel more in control of an interview, and communicate effectively. We can also add other spokes people to the training session for cost efficiencies. Please ask us about this service if you believe it would help your portfolio manager(s) deliver a stronger presentation.
Can we bring a third person? We prefer each firm has one presenter and one additional person attend. This way, each firm has an equal opportunity to meet with key reporters. In addition, it allows the reporters easier access to your portfolio manager. With that said, if you still want to bring a third person, there is an additional fee of $1,800.
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