Navigating Investor Engagement in the Wake of Travel Restrictions

As guidance from the World Health Organization continues to evolve, many organizations and businesses are encouraging remote work and limiting travel as a way to help protect their teams.

With more and more conferences and company road shows being cancelled daily, we are seeing an increased interest from issuers, conference organizers, investment banks and IR firms looking for an alternative approach to help their companies continue to execute their IR strategy.

One solution that is gaining traction is our Virtual Investor Conference series.  This 100% Virtual event platform gives company executives the ability to present live to a global audience of investors directly from their headquarters or home office.

Here’s how it works:

Companies sign up for a 30-minute time slot to showcase their presentation, either via audio or video webcast.  Attendees can watch live presentations, engage in Q&A with the presenters and access an archive of previous events. The presentations take place in a virtual auditorium that mimics the look and feel of an on-site conference.

Once a presentation is complete, attendees are automatically transported to a virtual exhibit booth where they can continue to interact with the company executives, view corporate videos and download investor materials.

The audience at VIC events is comprised of a mix of retail and institutional investors.

The platform provides investors with the ability to have access to CEOs and senior executives to learn more about companies with which they may not otherwise have been able to interact.

Once a company has presented at a VIC, an archive of the presentation remains on the platform and can also be posted on the company’s own website.

Based on interest, we will continue to expand our Virtual Conferences events calendar and work with conference organizers to create custom virtual events.

For more information on upcoming conferences, view our VIC calendar. Please feel free to contact John Viglotti, for more information about adding new events to the schedule.




Jason Paltrowitz is Executive Vice President, Corporate Services at OTC Markets Group, where he is responsible for managing the firm’s international and domestic Corporate Services business. Drawing upon his expertise in cross-border trading and as a recognized proponent of Reg A+ and small company capital raising, Jason is an advocate for small cap issuers, start-ups, and entrepreneurial innovators working to alleviate the cost, time and complexity associated with being a public company. Prior to joining OTC Markets in October 2013, Jason was Managing Director and Segment Head at JP Morgan Chase responsible for the custody, clearing and collateral management business in the Corporate and Investment Bank division. Jason also held multiple senior management positions at BNY Mellon, most notably, as Head of M&A for the Financial Markets and Treasury Services Sector and 11 years as the Head of the Global Capital Markets Group in the Depositary Receipt Division. Jason currently serves on the Board of Directors of the Crowdfunding Professional Association (CfPA) and also served as a member of the Board of Directors at OTC Markets Group from 2008 – 2011. Jason holds a Bachelor's degree in International Relations from Boston University and received his MBA from the NYU Stern School of Business.

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