Investor Day & Conference Calendar with OpenClaw — Transcripts & Audio Part 5 of 5

Why investor days matter

Investor days and analyst days are when management presents multi-year strategy, financial targets, and product roadmaps. They're often more information-dense than quarterly earnings calls. But they happen infrequently (once per year or less) and are easy to miss. OpenClaw monitors for announcements and captures everything automatically.

Detection methods

Method 1 — SEC 8-K monitoring (most reliable)

Companies must file an 8-K when they announce a material event. Investor day announcements typically come as Item 7.01 (Regulation FD) or Item 8.01 (Other Events). The EDGAR RSS feed for 8-K filings catches these within 15 minutes.

Method 2 — IR page calendar scraping

Most IR pages have an "Events" or "Calendar" section. Scrape weekly for new events.

Method 3 — Earnings call forward references

During earnings calls, management often says "we'll discuss this further at our analyst day in March." Extract these forward references automatically using the transcript pipeline from Part 1.

Major conference calendar

Conference	Typical month	Sector focus
JPMorgan Healthcare	January	Healthcare, biotech
Goldman Sachs Technology	February	Technology
Morgan Stanley Consumer	March	Consumer, retail
Goldman Sachs Communacopia	September	Media, telecom
Barclays Global Consumer	September	Consumer goods
Deutsche Bank Technology	September	Technology

HEARTBEAT configuration

name: investor_day_monitor
schedule: "0 8 * * 1-5"
steps:
  - fetch_8k_feed:
      url: "https://www.sec.gov/cgi-bin/browse-edgar?action=getcurrent&type=8-K&dateb=&owner=include&count=40&output=atom"
      filter_items: ["7.01", "8.01"]
      keywords: ["investor day", "analyst day", "investor conference", "capital markets day"]
      ciks: "{{ watchlist_ciks }}"
  - scrape_ir_calendars:
      companies: "{{ watchlist_companies }}"
      selector_hints:
        - ".events-list"
        - "#events-calendar"
        - "[data-events]"
  - check_seen:
      dedup_key: event_url
      store: seen_events.json
  - schedule_followup:
      days_before: 3
      action: "reminder_notify"
  - on_event_day:
      capture_slides: true
      capture_audio: true
      trigger_transcription: true
  - notify:
      subject: "📅 Investor Day Detected: {{ company }} — {{ event_date }}"

8-K event detection — Python snippet

import httpx
import feedparser
import re

INVESTOR_DAY_KEYWORDS = [
    "investor day", "analyst day", "investor conference",
    "capital markets day", "strategic update", "business review",
    "analyst meeting", "investor briefing"
]

def scan_8k_feed_for_events(watchlist_ciks: list) -> list:
    """Scan EDGAR 8-K RSS for investor day announcements."""
    feed_url = ("https://www.sec.gov/cgi-bin/browse-edgar?"
                "action=getcurrent&type=8-K&dateb=&owner=include&count=40&output=atom")
    feed = feedparser.parse(feed_url)
    events = []
    for entry in feed.entries:
        cik_match = re.search(r'CIK=(\d+)', entry.link, re.IGNORECASE)
        cik = cik_match.group(1) if cik_match else None
        if watchlist_ciks and cik not in [str(c) for c in watchlist_ciks]:
            continue
        title_lower = entry.title.lower()
        summary_lower = entry.get("summary", "").lower()
        combined = title_lower + " " + summary_lower
        for keyword in INVESTOR_DAY_KEYWORDS:
            if keyword in combined:
                events.append({
                    "cik": cik,
                    "title": entry.title,
                    "url": entry.link,
                    "keyword_matched": keyword,
                    "date": entry.get("published", ""),
                })
                break
    return events

Post-event capture — Python snippet

import httpx, os, time
from bs4 import BeautifulSoup

def capture_event_materials(event_page_url: str, output_dir: str) -> dict:
    """Download slides and audio from an investor day event page."""
    os.makedirs(output_dir, exist_ok=True)
    r = httpx.get(event_page_url,
                  headers={"User-Agent": "EventCapture/1.0 contact@youremail.com"},
                  timeout=15, follow_redirects=True)
    soup = BeautifulSoup(r.text, "html.parser")
    captured = {"slides": [], "audio": [], "video": []}
    for a in soup.find_all("a", href=True):
        href = a["href"]
        if href.lower().endswith(".pdf"):
            fname = os.path.join(output_dir, os.path.basename(href))
            pdf_r = httpx.get(href, follow_redirects=True)
            with open(fname, "wb") as f:
                f.write(pdf_r.content)
            captured["slides"].append(fname)
            time.sleep(2)
        elif re.search(r'\.(mp3|mp4|m4a)$', href, re.IGNORECASE):
            captured["audio"].append(href)
    return captured

Frequently asked questions

Q: How far in advance do companies announce investor days?

A: Typically 2–6 weeks via 8-K. Some file the 8-K the same week as the event.

Q: Are conference presentations filed with the SEC?

A: Companies sometimes file presentation slides as 8-K exhibits under Item 7.01 (Regulation FD), especially if material non-public information is disclosed.

Q: Can I get the slide deck automatically?

A: Often yes — IR event pages link to PDF presentations. The capture function above handles this. For webcast-only events, you'll get audio but not slides.