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- 1. ® カンファレンスでの空き時間を活用 現地訪問 電話会議 ー ー インベスターデイ 後の会議 – Analysts & Holders 買い手側の直接リクエスト 売り手のイベントを ート 営業時間 WECONVENE IR PLATFORM インベスター ー ン ント のスタート ン な たインベスター ー ン 貴社の求める 戦略のための マルチファンク ションな催し オ フ ィ シ ャ ル パ ー ト ナ ー JS John Smith 8 Portfolio Manager Booked Meetings 100% Attendance 3 Upcoming Events with Access 65% Opened Emails 75% Read Events Sample Asset Management Core Investor Capital Asset Management Growth Focus North America New York Contact EMAIL ADDRESS johnsmith@sample.com MOBILE PHONE +1-222-333-4444 DIRECT PHONE +1-222-333-5555 OFFICE ADDRESS Sample Tower, 1st Avenue, Manhatten, New York City, New York, USA EMAIL ADDRESS Jonathan is a Portfolio Manager at Sample Asset Management, where he manages the global growth fund specialize in technology sector. John has worked with reputable buy side firms, including MaxKom, 2000 One on One Group Meeting Conference Call One on One Conference Call June 2018 New York Investor Meeting Tue, 3 Jun - Wed 4 Jun STARTING IN 5 DAYS BOOKED MEETING WHEN LOCATION PARTICIPANTS Fri, 4 Jun 09:00 Grand Room, Hot... Steve Johnson, CEO.. Roger Watson, CFO.. Group Meeting Thu, 3 Jun 09:00 Room 302, Hotel... Steve Johnson, CEO.. One on One with CEO May 2018 Post Results Roadshow Tue, 1 May - Wed 2 May BOOKED MEETING WHEN LOCATION PARTICIPANTS Thu, 2 May 09:00 Room 302, Hotel... Steve Johnson, CEO... One on One with CEO 2 NOTES Interesting meeting with John (Sample Asset Management). John has recently been promoted to CIO and now oversees all funds that hold our stock. Irina Reina Thu, 3 Jun 12:40 8 Booked Meetings JS Search... UFirm Bill Chapman CEO Kent Clark CFO Dogulas Pack COO Other Speakers Ana Lyst Analyst Roger Smith Speaker UFirm will host an Investor Day in Sydney on Wednesday, September 9 beginning at 9:00 a.m. (Eastern). Presentations by executive management, including a question and answer session, are expected to conclude by approximately mid-day. UFirm Investor Day Wed, 9 Sep Conference Hosted by UBank Sydney, Australia UFRM AB Bill Chapman Kent Clark Douglas Pack 9:00 10:00 11:00 12:00 Welcome Address & 2018 Q2 Earning 09:00 - 10:00 Luncheon 11:40 - 14:00 One on One - Core Fund Managers 10:00 - 10:40 FULL One on One - Japan and Asia Core... 10:50 - 11:30 FULL Small Group Meeting with CFO Peter Lighhouse Coopers (3) Watfield (2) 10:00 - 11:00 FULL Large Group Meeting with COO &... Lintin Park Associates Pillson Wealth Management Solerax Fund House Uraon Asset Management 10:00 - 11:30 One on One - KOTAQS 11:00 - 11:40 FULL PARTICIPANTS ABOUT THIS EVENT Dashboard JS HELP MY PREFERENCES ADD TO CALENDAR NOTIFICATIONS MANAGE EVENTS DASHBOARD NOTES EVENT INBOX CREATE EVENT CONTACTS CAMPAIGNS STATISTICS 32 6 6 Conversations to be replied 30 total conversations related to 7 events Reply 2 Event in planning starting soon 20 events in planning Search... 124 63% 45% 2% 4 Campaigns in last 7 days Events sent Opened Clicked Unsubscribed Promoting 2 events View campaigns Office Hour (March) Conference Call | zoom Attendance Took place in 4 cities 6 Completed events in last 7 days Q1 Earning Call Conference Call | zoom Attendance NY Roadshow Non Deal Roadshow | New York Attendance Chicago Roadshow Non Deal Roadshow | Chicago Attendance 12 Firms attended 16 meetings View statistics CREATED FIRM 20 3 TODAY - Mon, 1 Apr PARTICIPATED 6 6 ALL DAY 09:00 10:00 11:00 12:00 13:00 14:00 One On One - CEO / CFO Session 1 Peter Lighhouse Coopers (2) FULL Sydney Investor Roadshow One On One - CEO / CFO Session 2 Watfield Bank (1) FULL Sydney Investor Roadshow Three On One 3 Firms (8) FULL NY Investor Roadshow One On One - CEO / CFO Session 3 Cain Capital (2) Group Lunch Peter Lighhouse Coopers (2) Watfield Bank (1) Pillson Wealth Management (1) 3/4 Sydney Investor Roadshow Car to Restaurant New York Investor Roadshow Accomodation Mon 1 Apr ➜ Tue 2 Apr Office Hour (June) Event Invitation Clicked Opened Sydney Investor Roads... Booking Reminder Clicked Opened Your Booking Confirma... Booking Confirmatoin Clicked Opened Invitation to Sydney Inv... Event Invitation Clicked Opened Q2 Earning Call One on One One on One Conference Call | zoom ESG公共奉仕
- 2. ー ー ートの クト ク の 社 の ト ー チ の た ン ー ーション チー の の な る し な な ー レート ト い でき い インベスター ー ン の ー ン ー を の ナ ト の の の る ー ィン トフ ー weconvene.com V I S I T EVTS <GO> Securities Ticker AABC US DDEF LN GHH LX IJKL US MNOP US RSST US UVV US WWX US YY LN ZAZ US 0222 HK 1231 HK AABC US DDEF LN 1) 2) 3) 4) 5) 6) 7) 8) 10) 11) 12) 13) 14) 15) Description KP Gordon: AAB Coporate Road... HOBC: Dedeorf Investor Day N... Bank Lorem: Gini Helix Hom Ro... Bank Lorem: IQ Jordan Koel Le... Monp Analyst Review on Techno... United Bank: Royal Shusouke Te... UVV Annual Investor Day North... HOBC: World Web Xeonize Road... KP Gordan: Yellow Yellow Londo... Gordan Stelley: ZAZ Adam Road... Hong Kong Computer IR Office H... Cheung Sui Po Roadshow in New... KP Gordon: AAB Coporate Road... HOBC: Dedeorf Investor Day N... Date 05/01/19 05/01/19 05/01/19 05/01/19 05/01/19 05/01/19 05/02/19 05/02/19 05/03/19 05/03/19 05/04/19 05/04/19 05/04/19 05/06/19 Date Start End Sector Event Types Earnings Call Earnings Release Corporate Access Analyst Marketing Deal Roadshow TV/Conf/Pres Shareholder Mtgs Custom/Notes Sales Result Other Corporate Access Analyst Marketing 2302 Events ン ナ トの ー ショー ト の な ー ィン る し し なたの ークフ ーの な ント ー ル ール の ーショ ン ト ン な ンパ ー ー ション のインベスター トマ ー ャー の ため ント るの な な たの ント なたの ン ーの TITLE UFirm Investor Day TYPE One on One DATES 27 May 2018 LOCATION New York City, New York, United States PARTICIPANTS Bill Chapman (CEO), Kent Clark (CFO), Douglas Park (C... EVENT DETAILS MEETINGS Create Event: UFirm Investor Day DATE & TIME MEETING LOCATION One On One One On One Group Luncheon Wed, 27 May 11:00 - 11:30 Wed, 27 May 11:40 - 12:30 Wed, 27 May 13:00 - 14:30 Function Room 102, Hotel One Function Room 102, Hotel One Grand Festival Room, Hotel LAUNCH USER PREFERENCES SYNC CALENDAR NOTIFICATIONS 32 MANAGE EVENTS DASHBOARD INVESTORS STATISTICS EVENT INBOX CREATE EVENT 6 CONTACTS EVENT MARKETING Booking Person To Book In John Smith (Asset XLP) Raymond Chan (Asset XLP) BOOK & SEND EMAIL
- 3. weconvene.com V I S I T のインベスター イベントの 間 で ャン ーン ール 貴社の ー ー した ール ク ント し 貴社 ントの ーション した マ ン ー ント の る ールな した る ール ファ ル した ンク た る た ル ャン ーン ト ン ントの る インベスター側 ー ン をス ーリン う ー ィン る ール る の ール し ク ント ールし し ン ー の し オン ン し ール の の ール し るの なた の る の る なイベントを の チー の ー ショー る の ション る ントな し なたの ール ー マ し る し の ル ン る ス ー の ートを地 ー ルマ し の る ール の マ ー ント る UFirm - Call with IR Mon 1 - Fri 12 Sep 2018 Conference Call Hosted by UBank UFRM AB MON 1 SEP TUE 2 SEP WED 2 SEP 9:00 10:00 11:00 12:00 1:1 Conference Call 10:00 - 10:40 BOOK BOOK 1:1 Conference Call 11:00 - 11:40 BOOK BOOK 1:1 Conference Call 10:00 - 10:40 BOOK BOOK 1:1 Conference Call 09:00 - 09:40 BOOK BOOK 1:1 Conference Call 11:00 - 11:40 BOOK BOOK 1:1 Conference Call 10:00 - 10:40 BOOK BOOK 1:1 Conference Call 09:00 - 09:40 BOOK BOOK 1:1 Conference Call 11:00 - 11:40 BOOK BOOK 1:1 Conference Call with IR Conference Call BOOK Tue, 2 Sep 09:00 - 09:40 GoMoMeeting Video Conference Roger Watson, Director of IR at UFirm UFIRM AB USER PREFERENCES SYNC CALENDAR NOTIFICATIONS 32 MANAGE EVENTS DASHBOARD INVESTORS STATISTICS EVENT INBOX CREATE EVENT 6 CONTACTS EVENT MARKETING OVERVIEW UFirm Roadshow INBOX INVESTORS SCHEDULE MARKETING SHARE EDIT EVENT 9:00 10:00 11:00 12:00 13:00 Team A Team B Exhibition & Welcome Cocktail 16 Firms 09:00 - 10:00 Lunch break 11:40 - 13:30 One on One with CEO Watfield Bank (3) 10:00 - 10:40 One on One with CEO LOSDDM (3) 13:00 - 13:40 Small Group Meeting with CFO / COO 4 Firms 10:00 - 11:00 Small Group Meeting with CFO / COO 4 Firms 10:00 - 11:00 One on One with CFO / COO Amzon Asset (3) 11:00 - 11:40 One on One with CEO PWKC (3) 10:50 - 11:30 USER PREFERENCES SYNC CALENDAR NOTIFICATIONS 32 MANAGE EVENTS DASHBOARD INVESTORS STATISTICS EVENT INBOX CREATE EVENT 6 CONTACTS EVENT MARKETING UFirm Roadshow OVERVIEW INBOX INVESTORS SCHEDULE MARKETING SHARE EDIT EVENT One on One with CEO Watfield Bank (3) 10:00 - 10:40 Meeting Room, Hotel One, New York City, USA One on One with CEO PWKC (3) 10:50 - 11:30 B JFK International Airport, New York City, USA A 16 miles - 33 min One on One with CEO Vivid (3) 12:00 - 13:10 Vivid Investments, 350 Park Av. New York City, USA C 0.9 miles - 8 min km mi Your Invite To Sample Event Hi John, This is the campaign’s custom message. Please join us to this special invitation to our event. Sample Event 27 May 2018 New York City Our team will do this and that with special from somewhere and some places. Come join us on dd MMM yyyy at New York Hotel. Sample Event Invitation Mar 31 Booking Confirmation: One on One with CEO Sample Event Invitation Mar 31 Hi John, This is the campaign’s custom message. Please join us to this special invitation to our event. Sample Event One on One with CEO 27 May 2019 14:00 - 15:00 Hotel Sample, New York City Meeting Booked Add to calendar View More Details Participants: - Steve Jones, CEO Email Sent 268 Opened 46.2% Clicked 12.6% Unsubscribed 0.7% Undelivered 4.3%
- 4. weconvene.com V I S I T イン クトを ン ー の る ル の ーチの る オン マン ー ィン ー の ート の ンパクト した ン ー の ーチ の した る インベスターフ ー クを ー ィン フィー ク ン ー ン ン の な ト ン した した る な な ン ント し るシン ルな ーション し なた る ン ー ン ン の たし インベスター ファイ ク ス ン ー る し ー ィン した ー ィン した な ク の ンク ク ク な ン ー ファ ル し な ト フト の ン トール ク し オン ン ン る の る Dashboard Sally Smith SampleSell Bank CORPORATE ACCESS SS HELP USER PREFERENCES SYNC CALENDAR NOTIFICATIONS 32 MANAGE EVENTS DASHBOARD INVESTORS STATISTICS EVENT INBOX CREATE EVENT 6 CONTACTS EVENT MARKETING 6 Conversations to be replied 30 total conversations related to 7 events Reply Search events from your firm More Filters 20 9 Live campaigns Events not marketed Create a new campaign Promoting 20 events Call with IR (May) Click 31% Open 77% Chicago Investor Day Click 20% Open 39% East Asia Roadshow Click 48% Open 53% AGM Invites Click 9% Open 60% 30 EVENTS NEXT 7 DAYS 67 EVENTS NEXT 30 DAYS Booked Available Average fill rate upcoming events 3 EVENTS NEXT 3 DAYS Call with IR (March) Conference Call | Hong Kong Attendance Took place in 4 cities 2 Completed events in last 7 days Q1 Earning Call Attendance 12 Firms attended 16 meetings View statistics CREATED FIRM 20 3 TODAY - Mon, 1 Apr PARTICIPATED 6 6 All day 09:00 10:00 11:00 12:00 13:00 14:00 One On One - CEO / CFO Session 1 Peter Lighhouse Coopers (2) FULL New York Investor Roadshow One On One - CEO / CFO Session 2 Watfield Bank (1) FULL New York Investor Roadshow Three On One 3 Firms (8) FULL New York Investor Roadshow One On One - CEO / CFO Session 3 Cain Capital (2) Group Lunch Peter Lighhouse Coopers (2) Watfield Bank (1) Pillson Wealth Management (1) 3/4 New York Investor Roadshow Car to Restaurant New York Investor Roadshow Accomodation Mon 1 Apr ➜ Tue 2 Apr Manage events 1 APR 9:00 10:00 11:00 12:00 One on One Peter Lighhouse Coopers (2) 10:45 - 11:30 One on One Watfield Bank (3) 11:45 - 12:30 Business Presentation 6 Firms 10:00 - 10:30 TODAY - Mon, 1 Apr 6 CREATED FIRM 20 3 PARTICIPATED 6 Dashboard UFirm Investor Day New York OVERVIEW INBOX CLIENTS SCHEDULE MARKETING SHARE USER PREFERENCES SYNC CALENDAR NOTIFICATIONS 32 MANAGE EVENTS DASHBOARD INVESTORS STATISTICS EVENT INBOX CREATE EVENT 6 CONTACTS EVENT MARKETING 32 Bookings Booked Available Unread Read Shortlisted Added Replied Booked Declined 88 128 64 26 40 32 10 69% BOOKED Views 128 Clients given access 216 Meetings 12 Marketing Campaigns 1 Start Date Wed 1 Jun Title Creator Type Start Date End Date UFirm Investor Day John Smith Conference Wed, 1 Jun Thu, 2 Jun Summary Gain an exclusive view of the upcoming WeConvene product roadmap by joining our annual meet with Joe Smith, WeConvene’s Global Head of Product. Accompanying with CTO Tom Jones this is a premium opportunity to learn the business strategy and marketing insights. Wed, 3 Sep 12:40 Wed, 3 Sep 12:40 2 NOTES John Smith Portfolio Manager Sample Asset Management Core Investor Capital Asset Management Growth Focus North America New York JS Interesting meeting with John (Sample Asset Management). John has recently been promoted to CIO and now oversees all funds that hold our stock. Remains focused on our dividend and believes it is an area the market is watching closely. Wanted to get a bit deeper into recent increases to our operating costs and whether we expect this to normalize in 2019. Believes we are strongly positioned to increase our market share and wants to talk again after interim results when the CFO has had time to bed into the role. Indicated that they will be looking to increase their shareholding. Sally Smith wrote a note on a meeting with John Smith Was quite complimentary on the company, but believes that the market has got ahead of itself and already priced in optimistic earnings forecasts. Tom Felton wrote a note on John Smith 1:1 with Corporaet CBA One on One WRITE A NOTE Tue, 2 Sep 09:00 ➜ 09:40 Room 302, Hotel One, New York City, USA Steven Chief, CEOI at Corporate CBA John Smith, Sample Asset Management JS John Smith 8 Portfolio Manager Booked Meetings 100% Attendance 3 Upcoming Events with Access 65% Opened Emails 75% Read Events Sample Asset Management Core Investor Capital Asset Management Growth Focus North America New York Contact EMAIL ADDRESS johnsmith@sample.com MOBILE PHONE +1-222-333-4444 DIRECT PHONE +1-222-333-5555 OFFICE ADDRESS Sample Tower, 1st Avenue, Manhatten, New York City, New York, USA EMAIL ADDRESS Jonathan is a Portfolio Manager at Sample Asset Management, where he One on One Group Meeting Conference Call One on One Conference Call June 2018 New York Investor Meeting Tue, 3 Jun - Wed 4 Jun STARTING IN 5 DAYS BOOKED MEETING WHEN LOCATION PARTICIPANTS Fri, 4 Jun 09:00 Grand Room, Hot... Steve Johnson, CEO.. Roger Watson, CFO.. Group Meeting Thu, 3 Jun 09:00 Room 302, Hotel... Steve Johnson, CEO.. One on One with CEO May 2018 Post Results Roadshow Tue, 1 May - Wed 2 May BOOKED MEETING WHEN LOCATION PARTICIPANTS Thu, 2 May 09:00 Room 302, Hotel... Steve Johnson, CEO... One on One with CEO 8 Booked Meetings
- 5. 問 イン い の E ー michael@institutionalinvestor.com イト www.institutionalinvestor.com ー の ー ィン ント の ント ー ィン マ た ント の ート ート(PDF, Word, Powerpoint) ン ー ト ント ク (WeConvene & Bloomberg) ール ャン ーン ール オン ン ー ィン の ク ー ィン フィー ク ー ルマ の ント ト ン シ ー ール ャン ーン ート ン ー の ル ート な フィル ー ート の ール ート の チャ ト のク ク ー ーチ ール 機 マ ク フト ナ ク ール チー ー WECONVENE ー ー US $1,500 +81 50-5532-1664 +852 2912 8035
- 6. A N O F F I C I A L PA RT N E R O F ® WeConvene simplifies investor access work-flows for IROs, giving them back time in their day to focus on activities that create value for their shareholders. weconvene.com #betterIRmeetings