CEO Investor Forum: Presenter Materials

Thank you for your participation in CECP’s CEO Investor Forum. Below you will find all relevant preparation materials for presenters, along with important links and other documents. Any additional questions can be sent to eparlapiano@cecp.co.

Preparation Materials for Presenters

WHY:

• Reorienting Capital Markets Toward The Long-Term overview of the context for our work (white paper)
• Six Reasons to deliver a Long-Term Plan (MIT Sloan Management Review)

WHAT: 

• Letter to CEOs from Institutional Investors signed by Bill McNabb (former Vanguard Chairman & CEO and Strategic Investor Initiative Co-Chair) and nine other institutional investors setting out Seven Questions for CEOs
• Elements of effective investor-facing long-term strategic plans
• Presentation template

HOW: 

• Emerging Practice in Long-Term Plans examples of and guidance for effective long-term disclosures
• The Method of Production of Long-Term Plans guidance for corporations on key collaborations for building a Long-Term Plan (white papers)

VALUE: 

• The Economic Significance of Long-Term Plans setting out early evidence that Long-Term Plans disclose decision-relevant information to the capital markets, summarized in Harvard Business Review (white paper and article)

Presentations and Videos from Past CEO Investor Forums

CEO Investor Forum 7.0: May 8, 2019, Chicago, IL

• Participating companies: AEP, PSEG
• View Presentation PPTs and Presentation Videos

CEO Investor Forum 6.0: February 25, 2019, New York, NY

• Participating companies: AmerisourceBergen (Health Care), Aptiv (Technology), Equinix (Financials), JetBlue Airways (Consumer Discretionary), Nestlé S.A. (Consumer Staples)
• View Presentation PPTs and Presentation Videos

CEO Investor Forum 5.0: September 20, 2018, New York, NY

• Participating companies: GSK (Health Care), IBM (Technology), NRG (Utilities)
• View Presentation PPTs and Presentation Videos

CEO Investor Forum 4.0: April 19, 2018, San Francisco, CA

• Participating companies: PG&E (Utilities), Wells Fargo (Financials)
• View Presentation PPTs and Presentation Videos

CEO Investor Forum 3.0: February 26, 2018, New York City, NY

• Participating companies: Johnson & Johnson, Merck, Medtronic (Healthcare), Unilever (Consumer Staples), UPS (Industrials)
• View Presentation PPTs and Presentation Videos 

CEO Investor Forum 2.0: September 19, 2017, New York City, NY

• Participating companies: Aetna (Healthcare), Delphi (Consumer Discretionary), CA Technologies (Information Technology), Prudential Financial, The Allstate Corporation, Voya Financial (Financials), Telia Company (Telecommunication Services)
• View Presentation PPTs and Presentation Videos

CEO Investor Forum 1.0: February 27, 2017, New York City, NY

• Participating companies: BD, Humana (Healthcare), IBM Corporation (Information Technology), Nielsen (Advertising & Marketing), PG&E (Utilities), Welltower (Real Estate)
• View Presentation PPTs and Presentation Videos

Event Information

• CEO Investor Forum Brochure

Press and Media Resources

• CEO Investor Forum Media Toolkit
• Sample Press Release for Presenting Companies

Other Resources

• On the economic significance of long-term plans: Why CEOs Should Share Their Long-Term Plans with Investors (by Christina Rehnberg, George Serafeim, Brian Tomlinson, Harvard Business Review). Early evidence that long-term plans can disclose decision-relevant content to help inform investment decisions.
• BlackRock CEO Larry Fink’s Annual Letter to CEOs (2018)
• “The New Normal” Strategic Investor Initiative Video
• CEO Culture of Health Brief