The New York Stock Exchange doesn’t need an introduction. For Masco Corporation’s 2026 Investor Day – the company’s first in nearly a decade – it was the right room: prestigious, resonant, weighted with meaning for the analyst and shareholder audience walking through the door. But a great room doesn’t automatically equal a great event. Investor day production at the NYSE comes wrapped in a standardized production framework that serves hundreds of companies a year. That framework is professional. It also lacks the personalization a brand-led investor day requires. The work Cardboard Spaceship delivered closed that gap – as the full-service investor day production company accountable for every layer of the day.
The NYSE is one of the most recognized venues in the world for investor-facing events – and that recognition cuts both ways. The in-house production infrastructure runs reliably, efficiently, and consistently. It also operates, by design, as a template. A venue at that scale can’t reconfigure for every company that walks through its doors. That isn’t a failure of the NYSE. It’s the nature of the offering.
For Masco, that ceiling was the problem. The investor day audience – analysts and shareholders with high expectations – would walk into a room they’d likely seen before, in a format they’d experienced a hundred times. The visual language, the flow, the feel of the event all risked blending into the backdrop of every other investor day held in that same space.
On top of the brand differentiation challenge, Masco needed to serve a simultaneous virtual audience at the same level of professionalism as the room – without the bloated platform costs that typically come with that requirement. And they needed a single, trusted point of contact across multiple production teams, the NYSE’s internal AV operation, and their own executive team – in a venue and format where miscommunication carries real consequences. The ask: elevate the production across the board, and ease the burden on Masco’s IR team.
Most production companies build investor days as a stack of separate workstreams – one vendor handles the webcast, another the deck, a third the microsite, a fourth the venue graphics. CBSS built Masco’s day as a connected system, with one team accountable for the entire production – the strategy-through-execution model the company runs on. Masco partnered with Arbor Advisory Group as its strategic IR consultancy. Arbor led the investor relations strategy. Cardboard Spaceship built and ran the production system that delivered it. Below is how that system came together.
Before making a single creative decision, we looked at where the budget was going – and where it didn’t need to go. Investor day production budgets often lock into vendor assumptions no one has pressure-tested. We pressure-tested them.
– Audited the existing webcast platform specification against the actual virtual production requirements for this event.
– Identified an alternative platform that met every technical and audience-facing requirement at significantly lower cost.
– Recovered $13,000 in immediate savings – funds we reinvested directly into branded production upgrades rather than returned to the budget.
– Reallocated the recovered budget across LED visual design, microsite development, and executive support, scaling the event’s production value with minimal net out-of-pocket increase.
– Established cost reengineering as a first-phase discipline, not an afterthought – making every approved dollar on this investor day production work as hard as possible.
Understanding the venue before committing to a creative plan is non-negotiable on a project like this. The NYSE has its own infrastructure, its own AV team, its own operational rhythm. Our job was to understand exactly where that infrastructure ended and our work began.
– Conducted a full site walkthrough with the production lead and lead designer to assess in-house capabilities, spatial opportunities, and technical constraints.
– Mapped every visual touchpoint in the room – entry, main hall, food and welcome area, podium – to find where branded design would have the highest audience impact.
– Identified the executive team’s need for prompter support during the walkthrough and designed a dedicated prompter system tailored to the space and their presentation style.
– Built a detailed run of show in coordination with the NYSE’s internal teams, setting clear handoff points and communication protocols across all production partners.
– Used walkthrough findings to shape the full visual design plan before any asset entered production, eliminating costly revisions downstream.
The NYSE stage belongs to every company that books it. Making it feel like Masco’s required a deliberate, comprehensive approach to branded environment design – every surface a signal, every visual element reinforcing the narrative before an executive said a word. This kind of build sits inside CBS’s full-service design studio practice.
– Designed and produced LED totem graphics, an LED entry screen, and LED exit screens to establish brand presence from the moment guests arrived through the walk-out as they exited the building.
– Created custom window treatments for two windows in the welcome and food area and five windows in the main event room, extending the branded environment beyond the stage.
– Developed a custom podium panel design that centered Masco’s identity at the literal focal point of every presentation moment.
– Designed branded lanyards and badge graphics to carry visual consistency through every attendee touchpoint.
– Coordinated all design assets with the NYSE’s technical specifications and installation requirements, integrating seamlessly with in-house systems.
An investor day is only as strong as the executives on stage. The most precise production in the world doesn’t compensate for a leadership team that isn’t ready. We built the support structure around them – starting earlier than most production partners do.
– Deployed virtual prompter support the week before on-site rehearsals, letting the executive team work with live scripted content in a low-pressure environment before arriving at the NYSE.
– Built a custom prompter system configured to the specific presentation format and executive preferences identified during the site walkthrough.
– Structured the rehearsal day to integrate prompter operation, live AV coordination, and virtual production testing simultaneously – rehearsing no element in isolation.
– Served as the executive team’s single point of contact for all production-related preparation, reducing the number of stakeholders they had to manage in the lead-up to the event.
Serving a room and serving a screen at the same time is a different discipline than most live event productions are built for. The virtual audience for this investor day production required its own dedicated infrastructure, management layer, and quality standard – running in parallel with everything happening on the floor.
– Built and launched a custom microsite to serve as the virtual audience’s primary access point and event hub.
– Managed all virtual event hosting through the alternative platform identified during the cost audit, delivering broadcast-quality output at a fraction of the original platform cost.
– Deployed an off-site tech producer dedicated exclusively to virtual event management across rehearsal day and event day.
– Integrated virtual production cues, timing, and content delivery into the master run of show, keeping the on-site and virtual experiences synchronized throughout.
– Managed 70+ registered virtual attendees in real time during the live event, holding the same operational precision we applied to the room.
I want to again extend our sincere thanks to the Cardboard Spaceship team for your contributions to making our Investor Day such a success. From the high-quality materials, seamless run of show and overall experience, your team’s efforts ensured that we delivered a compelling and polished event that reflected extremely well on our company. We truly appreciate the commitment, flexibility, and teamwork that made this happen.
Investor days at the NYSE move fast and leave little room for improvisation. By the time the event began, the team had tested every system, installed and cleared every visual asset, and aligned every production partner – in-house NYSE AV, the virtual production crew, the on-site production team – around the same run of show.
The week before the event, the executive team ran live prompter sessions remotely, arriving on rehearsal day already familiar with the scripted flow. That headstart makes a measurable difference. Rehearsal day ran as a systems check rather than a first read-through. The kind of stress that accumulates in the final 48 hours of a high-stakes investor day dropped sharply because the preparation started earlier and ran deeper than the standard NYSE playbook.
On event day, the branded environment came fully alive: LED totems and entry screens framed the arrival experience, custom window treatments transformed the ambient spaces, and the podium panel centered Masco’s identity at the focal point of every presentation moment. Simultaneously, 70+ virtual registrants joined a dedicated broadcast stream that an off-site tech producer ran in lockstep with the live event.
The coordination across multiple production teams – NYSE operations, on-site crew, virtual production, and the executive team itself – ran without a visible seam. That seamlessness is the work. It doesn’t happen by accident. It’s the only acceptable register for high-end investor day production, and the day reflected it.
The most immediate result was financial: $13,000 we recovered through platform reengineering, reinvested into the production rather than left on the table. That single decision funded the branded visual upgrades, the microsite, and the enhanced executive support – production value the event would not otherwise have had.
On the day, more than 70 virtual registrants joined a broadcast-quality stream that ran in full synchronization with the live event at the NYSE. The on-site experience delivered a branded environment that felt specific to Masco – not generic to the venue.
Beyond the room, the day moved analyst coverage. In the days surrounding the event, Wall Street price targets for MAS rose across multiple firms – Goldman Sachs to $90, Wells Fargo to $82, Baird to $80, Barclays to $78. Zacks Research raised its FY2026 EPS estimate the day of the event and lifted its FY2028 EPS forecast in the same window. Financial press connected the sentiment shift directly to the investor day narrative, noting that the event was “helping investors focus on the company’s 2028 goals rather than just short-term construction-market noise.” The 2028 framework Masco introduced – approximately 3-4% organic sales growth, 18%+ adjusted operating margin, ~10% adjusted EPS CAGR – moved from announcement to anchor reference inside one news cycle.
“I echo Renee’s sentiments completely. We couldn’t have done this without all of you. I am so very grateful for all your support, your expertise, and your calm demeanor throughout the preparation process and during the presentations. We will definitely make sure to mention your great work to others within our network.”
The best investor days don’t happen at the venue. Teams build them in the months before – in the budget audit, the site walkthrough, the design system, the broadcast plan, and the production logic holding it all together. Let’s talk about yours.
The Client
Zeta Global Holdings Corp. (NYSE: ZETA) is a leading AI-powered marketing technology company. Founded by David A. Steinberg and John Sculley, Zeta’s marketing platform leverages artificial intelligence and trillions of consumer signals to help enterprise brands acquire, grow, and retain customers through AI-powered insights and omnichannel activation.
The Challenge
Investor Days are high-stakes moments. The Street is watching. Analysts are dissecting every word. Executive leadership has one shot to translate complex business strategy into a clear, compelling investment thesis.
For Zeta — an AI platform operating at massive scale with a growth story that demanded precise articulation — the stakes were especially high. They needed a production partner who could handle the complexity: multiple executive presenters, a live in-person investor audience, a simultaneous global broadcast, and a Q&A session that had to flow seamlessly across both formats.
Cardboard Spaceship served as the full-service production partner, leading every dimension of the engagement:
End-to-end event management from pre-production through execution, ensuring every detail — from presenter run-of-show to technical redundancy — planned and de-risked.
A broadcast-quality stream reaching investors worldwide, with integrated Q&A that allowed remote participants to engage in real-time alongside the in-person audience.
Strategic collaboration with executive teams to refine narratives, develop visual storytelling, and build presentations that translated Zeta’s AI-powered platform into investor-ready language.
Immersive extended reality elements that transformed the stage environment, creating visual depth and technological sophistication that matched Zeta’s positioning as an AI leader.
From every single analyst, this was the best investor day they had seen. That confidence in the production value, how it came together, and then the story that allowed us to be able to communicate — 12 out of 10.
A seamless Investor Day experience that elevated Zeta’s story and strengthened engagement with the investment community. Complex technology translated clearly. Executive presenters delivered with confidence. And the broadcast performed without compromise — reaching global investors with the same production quality experienced in the room.
CF Industries—one of the world’s largest nitrogen producers — needed an Investor Day that could do more than inform. With a multi-billion dollar growth story spanning new facilities, clean energy initiatives, and operational expansion, they needed to bring investors inside that vision. The catch: key stakeholders were spread across the globe, facilities were scattered across six locations, and the story had to land with the precision investors expect from a Fortune 500.
The stakes were high. This wasn’t a quarterly call — it was a strategic moment to reshape how the market understood CF’s trajectory.
Cardboard Spaceship partnered with CF Industries to produce a fully integrated Investor Day experience that brought their growth story to life. Our team delivered end-to-end production across six locations, capturing cinematic b-roll, producing leadership testimonials, and creating 3D animations that visualized new facility developments.
Cardboard Spaceship was engaged to develop and deliver a complete content package for the event, including executive interviews, visual storytelling, multi-camera coverage, and polished post-production.
We deployed production teams across six CF facilities nationwide, capturing cinematic b-roll that put investors on the ground: ammonia plants in operation, clean energy infrastructure in development, and the scale of CF’s manufacturing footprint. Every shot was designed to build credibility and tell the story visually.
We produced scripted interviews with CF’s executive leadership — designed not as talking heads, but as direct-to-investor narratives. Each testimonial video reinforced key messages while letting leadership personalities come through.
For facilities still in development, we created custom 3D animations that visualized future-state operations. Investors could see what’s coming — not just hear about it.
On event day, we executed a live global broadcast with synchronized presentations, seamless transitions between pre-produced content and live remarks, and real-time Q&A. Technical precision met creative storytelling—investors stayed engaged from opening frame to final question.
We unified CF’s investor deck under a single creative direction, ensuring every slide reinforced the visual language established in video and animation. No disconnect between what leadership said and what investors saw.
CF Industries’ Investor Day set a new benchmark for their investor communications program:
One year after completing its landmark $835 million acquisition of Main Event, Dave & Buster’s faced a pivotal moment. Investors wanted answers: How would the integration create value? What was the long-term growth thesis? Could the “eatertainment” pioneer maintain its edge while absorbing 50+ new locations?
This wasn’t a routine update —i t was a strategic reset. Dave & Buster’s needed to communicate a cohesive vision that unified two brands, outlined organic growth initiatives, and charted a path to 550+ total stores. The stakes: reshape how Wall Street valued the combined company.
The Challenge
Cardboard Spaceship partnered with Dave & Buster’s to design and produce an immersive Investor Day that turned complex integration strategy into a compelling growth narrative.
Cardboard Spaceship served as the full-service production partner, leading every dimension of the engagement:
We worked closely with D&B’s leadership and IR team to distill the Main Event integration story into clear, investor-ready messaging. The narrative focused on three pillars: synergy realization, organic growth initiatives, and disciplined expansion — both domestic and international.
Every slide reinforced the story visually. We designed a cohesive presentation system that made financial projections, operational milestones, and growth roadmaps feel tangible and achievable—not just numbers on a page.
Dave & Buster’s brand is experiential by nature — the Investor Day had to match that energy. We produced an event that engaged shareholders from the first moment, blending polished executive presentations with dynamic content that showcased the combined company’s potential.
On event day, we delivered seamless production — tight transitions, confident pacing, and technical precision that let leadership focus on the message, not the mechanics.
Dave & Buster’s 2023 Investor Day didn’t just inform — it moved the market:
The event solidified Dave & Buster’s position as the unrivaled leader in eatertainment—and gave investors a reason to believe in the next chapter.
Terex Corporation is a global manufacturer of materials processing machinery and aerial work platforms. They design, build and support products used in construction, maintenance, manufacturing, energy, recycling, minerals and materials management applications. The company had not had an investor day in years and was implementing new strategic initiatives to grow shareholder value. They needed multiple company sizzle reels to highlight executive segments and worked with Cardboard Spaceship to make that happen.
Terex Corporation hadn’t hosted an investor day in years. For a global manufacturer with new strategic initiatives designed to grow shareholder value, that silence had a cost — and 2022 was the moment to break it.
The company wasn’t just returning to the investor day stage. It was using the moment to reintroduce its leadership team, reframe its growth narrative, and rebuild confidence with an analyst and investor community that hadn’t heard directly from Terex in a meaningful way for some time. The content had to do serious work — quickly, convincingly, and at the standard a public company’s most critical audience demands.
The production challenge matched the strategic one. Five executives. Three locations spanning North America and Europe. Each location requiring multiple shoot days, independent crew buildouts, scouted environments, and consistent visual execution. Capturing five distinct voices and distilling them into a cohesive set of investor day sizzle reels — without losing the individual authority each executive needed to project — required a production architecture that most companies don’t have the infrastructure to attempt on their own.
There was no margin for inconsistency. Investors and analysts scrutinize everything: how a company looks, how its leaders speak, how polished or unpolished the production feels. After years away from the investor day stage, Terex needed to show up with precision.
Before any camera moved, the work began with Edelman Smithfield and the Terex team to align on what this investor day needed to say — and how each executive’s segment would contribute to the larger strategic story.
Coordinating a production across Seattle, New Jersey, and Ireland simultaneously presented a logistics challenge that required a purpose-built infrastructure — not a standard single-location shoot model scaled up.
Five executives, three countries, one visual standard. The creative treatment was the mechanism that made this possible.
The post-production pipeline was built to handle the volume and complexity of a multi-location, multi-deliverable project — and to deliver content investor-ready on deadline.
What the plan required on paper was challenging. What it required in execution was something else.
Across multiple shoot days in Seattle, New Jersey, and Ireland, the Cardboard Spaceship team managed the full weight of a distributed global production — independent crews, international logistics, and five executives with schedules, contexts, and communication styles that had to be navigated with the same care as the cameras pointed at them. Ireland alone required coordinating equipment and personnel across an international border, with no room for the kind of delays that international productions routinely encounter.
Each location presented its own environment to shape. The production design team worked to create settings that felt specific to Terex’s world — industrial, purposeful, authoritative — while maintaining the visual consistency that would allow an editor thousands of miles away to cut between Seattle and Dublin without a seam showing.
The b-roll captured at each location wasn’t filler. It was evidence — operational footage that grounded each executive’s strategic claims in the physical reality of a company that manufactures and moves equipment across the world. When Terex’s leadership talked about global scale, the footage proved it.
By the time post-production began, the team was assembling not just five videos, but a coordinated investor day content suite — animation, GFX, and executive segments working together as a single, unified package delivered ready for the virtual event platform and the investor audience waiting on the other side of it.
“Your team showed amazing patience, creativity and resilience. The finished videos are masterful and should be very impactful. Everybody loves the look and feel.”
Terex’s 2022 investor day marked the company’s return to one of the highest-stakes stages in investor relations — and the production met the moment.
Investor sentiment following the event was largely positive. The executive sizzle reels did what investor day video production is supposed to do: they gave the analyst and investor community a clear, confident, and cohesive view of Terex’s leadership and strategic direction. Five executives, captured across two continents, arrived on screen as one unified voice.
Internally, the reception was unambiguous. Jon Patterson, Vice President & Treasurer at Terex Corporation, put it directly:
“It was such a pleasure to work with all of you. Your team showed amazing patience, creativity and resilience. The finished videos are masterful and should be very impactful. Everybody loves the look and feel.”
The words “patience, creativity, and resilience” aren’t generic praise. They describe exactly what a multi-location, multi-week global production demands — and what separates a production partner who can handle that complexity from one who can’t.
For a company returning to the investor day stage after years away, the goal wasn’t just to produce content. It was to show up with the authority and precision that rebuilds confidence. The work delivered.
Pernod Ricard is the world’s No. 2 wines and spirits producer, with a portfolio of over 240 premium brands – including Absolut, Jameson, Chivas Regal, The Glenlivet, Malibu, and Beefeater – distributed across more than 160 markets. When the U.S. division needed to produce its annual Investor Day, the event had to match the caliber of the brands behind it.
But this wasn’t a standard conference room presentation. Pernod Ricard wanted to host the event on location at TX Whiskey Ranch – their state-of-the-art distillery in Fort Worth, Texas – giving investors an immersive, on-the-ground experience of the portfolio’s craft and scale. That meant navigating the complexities of on-location production, multi-camera broadcast to remote stakeholders in New York, and COVID-19 safe-set protocols – all while delivering the polish of a studio environment.
The event needed to feel premium, controlled, and effortless. Behind the scenes, it was anything but simple.
Cardboard Spaceship partnered with Pernod Ricard and their agency of record, Ogilvy, to direct and produce the Investor Day – building on a relationship that began in 2021. The approach: treat an investor event like a commercial production.
The TX Whiskey Ranch provided an authentic, visually rich setting, but translating a working distillery into a broadcast-ready environment required deliberate production design. Cardboard Spaceship worked with Pernod’s team to scout the location and build out the art department, ensuring every frame communicated the craftsmanship and heritage of the brand portfolio.
Rather than a single locked-off shot, the production featured a multi-camera commercial setup designed to capture the event with cinematic quality. The dual live-feed connected presenters on location in Texas to the full remote team in New York in real-time, maintaining engagement across both audiences.
Cardboard Spaceship handled every production dimension:
The result: an on-budget, on-time production that allowed Pernod Ricard’s leadership to focus entirely on their message. The Investor Day delivered a premium brand experience for Pernod Ricard USA’s investor audience:
By treating an investor event with the same creative rigor as a commercial shoot, Cardboard Spaceship helped Pernod Ricard showcase not just financial performance, but the craft, heritage, and ambition behind one of the world’s most iconic spirits portfolios.
When WEX set out to host its 2022 Investor Day, the goal was not just to present financials, they were rewriting their story. The Portland, Maine-based fintech (NYSE: WEX) was evolving from a portfolio of separate payment solutions into a unified global commerce platform, and the 2022 Investor Day needed to make that transformation unmistakable to Wall Street.
The stakes were high. Investor Days are defining moments – the company’s chance to align analysts, institutional investors, and the market around a long-term vision. A scattered narrative or underwhelming production wouldn’t just miss the mark, it would reinforce the old perception WEX was trying to leave behind.
The challenge: take a complex, multi-business story spanning fleet payments, corporate payments, and health benefits – and distill it into a clear message that investors could follow and believe in.
Cardboard Spaceship partnered with WEX to produce its Investor Day event and helped to translate a complex, multi-business narrative into a cohesive, compelling experience for investors.
Cardboard Spaceship served as the full-service production partner, leading every dimension of the engagement – from narrative strategy to live execution.
From pre-production through execution, every detail – presenter run-of-show, technical redundancy, timing, transitions – was planned and de-risked. The result: a seamless production where leadership could focus entirely on delivering their message.
The virtual event launched March 23, 2022, with Chair and CEO Melissa Smith and the executive leadership team presenting to investors worldwide. Cardboard Spaceship delivered a broadcast-quality stream with integrated Q&A, allowing remote participants to engage in real-time – creating the intimacy of an in-person event at global scale.
Before cameras rolled, the real work began: strategic collaboration with WEX’s executive leadership to refine narratives, develop visual storytelling, and build presentations that translated a dense, multi-layered business into investor-ready language. Every slide, every transition, every talking point was designed to reinforce one idea: WEX is a platform, not a collection of products.
Immersive extended reality elements transformed the stage environment, creating visual depth and technological sophistication that matched WEX’s positioning as a forward-thinking fintech leader. The XR integration also elevated the production beyond a standard corporate presentation into a genuinely compelling visual experience.
“It’s very critical to have the right production partner for an Investor Day event. Cardboard Spaceship was that partner for WEX.”
The Investor Day successfully reframed WEX as a platform-driven fintech leader with multiple growth levers and a clear long-term strategy. It aligned internal leadership around a shared narrative and delivered investors a more coherent, confident view of the business.
By simplifying complexity and aligning every piece of content around a single idea, WEX showed up with clarity and authority – turning a dense business story into a narrative investors could actually follow.
The Challenge
Brinks – the global leader in cash management, secure logistics, and payment solutions – was at an inflection point. The 162-year-old company was pivoting into the digital cash payments ecosystem, and leadership needed to communicate that transformation story to investors worldwide.
Then the COVID-19 pandemic changed the plan. With an in-person event in New York City no longer possible, Brinks made the call to go fully virtual – but they weren’t willing to compromise on impact. They needed a production partner who could deliver a seamless global broadcast with the production value of a live event, coordinated across three continents.
After evaluating multiple consultants and production companies, Brinks selected Cardboard Spaceship.
The Solution
This was one of the most comprehensive Investor Days we’d ever produced – global in scope, virtual in execution, and built to communicate a pivotal strategic transformation.
Cardboard Spaceship served as the full-service production partner, leading every dimension of the engagement:
Brinks’ story spans continents. We deployed production teams across South America, Europe, and the United States to capture on-the-ground footage that brought the company’s global operations to life. Investors didn’t just hear about Brinks’ reach – they saw it.
We developed custom creative treatments that visually reinforced Brinks’ evolution from legacy logistics to digital-first cash solutions. A bespoke virtual set design gave the broadcast a cohesive, premium look that matched the weight of the message.
Complex digital transformation narratives don’t explain themselves. We produced full-scale animations that showcased Brinks’ new ecosystem – making abstract strategy tangible for investors watching remotely.
On event day, we executed a seamless virtual broadcast with real-time coordination across multiple time zones. The production integrated pre-produced content, live executive presentations, and interactive Q&A – delivering a broadcast-quality experience to global investors from their screens.
We built a dedicated investor microsite to house the event – giving shareholders a branded, intuitive destination to access the broadcast, explore content, and engage before, during, and after the event.
Brinks’ Virtual Investor Day delivered the impact of an in-person event without the in-person limitations:
“The folks at Cardboard Spaceship are not only outstanding professionals but also a lot of fun. Their outstanding counsel, creativity, and production capability was vital to our ability to deliver a clear, compelling message.”
