Even high-performing public companies can find themselves stuck in a frustrating reality: strong execution, solid fundamentals, and a stock that refuses to reflect it.
In this candid fireside chat, Jason Gold, a former public markets investor, pulls back the curtain on what really drives the gap between operational performance and market perception. Why do “good companies” become “bad stocks”? How do investor expectations quietly reset quarter after quarter? And what subtle signals – guidance framing, executive tone, narrative consistency – carry more weight than many management teams realize?
Drawing on patterns observed across multiple market cycles, this conversation goes beyond disclosure mechanics to examine how investors actually process information, calibrate credibility, and reassess risk. Attendees will gain:
- A clearer understanding of how expectations are formed and how they drift
- Insight into the behavioral patterns that shape valuation premiums and discounts
- Practical ways to anticipate investor reactions before they show up in the stock price
- Strategies for strengthening narrative consistency and long-term credibility
Designed for investor relations leaders and senior executives, this session offers actionable, investor-side perspective to help companies close valuation gaps, sharpen their market positioning, and communicate with greater strategic intent.
Speakers:
Jason Gold, CEO, Resurge Investor Relations
Harrison Masters, VP, Investor Relations & Real Estate, nCino, Inc.
Sponsored by:
