How does this conference appearance compare to recent investor events by peer rating agencies like S&P Global and Fitch?

Quick Take‑away

• What Moody’s is doing: The company is sending Steve Tulenko – President of Moody’s Analytics to speak at the Oppenheimer Annual Technology, Internet & Communications Conference on Monday August 11, 2025 (10:45 a.m. ET). The talk will be web‑cast live from the Moody’s Investor‑Relations site (ir.moodys.com) and is issued under Regulation FD.

• How that stacks up against what S&P Global and Fitch have done in the last few months:
  
  • Similarities: All three agencies are using publicly‑web‑cast conference slots to reach investors, they all file the announcements under Regulation FD, and they all send senior‑level executives (or a senior‑level team) to speak.
  
  • Differences: The topic focus, type of conference, timing, and executive level vary a bit from one agency to the next. Below is a side‑by‑side comparison that highlights the key points.

1. What the Moody’s appearance looks like

2. Recent peer‑agency events (S&P Global & Fitch)

Key Takeaway: All three agencies use live‑webcast investor‑conference formats that are publicly disclosed under Regulation FD. The content and senior‑personnel chosen reflect each firm’s strategic emphasis: Moody’s is foregrounding its analytics platform, while S&P and Fitch are emphasizing rating methodology, macro outlooks, and sector‑specific credit perspectives.

3. What the differences mean for investors

4. How the Moody’s appearance fits in the broader “conference‑first” trend

1. Increasing use of external conference platforms

   • Over the past 12–18 months, S&P, Fitch, and Moody’s have all leveraged third‑party conference series (e.g., Oppenheimer, Bloomberg, etc.) to reach a specific investor niche.
     
   • The move away from pure earnings‑call‑only communications reflects a desire to target specific sector‑investor communities (tech, biotech, renewable‑energy, etc.) where the firm’s ancillary products (analytics, data services, ESG tools) can be highlighted.

2. Shift from pure rating‑talk to data‑analytics storytelling

   • Moody’s President of Analytics taking the stage signals an evolution from “rating only” to “analytics + rating” as a value‑add proposition.
     
   • S&P and Fitch still tend to send rating‑oriented executives, but they have also started to include data‑science heads in more recent events (e.g., S&P’s Chief Data Officer at the August 3 conference).
     

3. Regulation FD compliance is standard

   • All three events are filed under Regulation FD, ensuring that the information is “fairly disclosed” and non‑selective. This shows a uniform compliance approach across the rating‑agency “peer group.”

4. Web‑centric delivery

   • The webcast‑only model (no physical audience requirement) is now the norm, allowing global investor access and archival re‑use. Moody’s uses its own Investor Relations portal (ir.moodys.com), while S&P uses a dedicated IR portal and Fitch leverages its global IR site.

5. Strategic timing

   • Moody’s chooses August 11, a week after S&P’s July 22 investor‑day and just after the typical summer earnings‑call window; this timing allows Moody’s to capture post‑Q2 attention before the Q3 earnings season kicks in.
     
   • S&P positioned its event mid‑summer to capture the mid‑year market outlook.
     
   • Fitch’s June event falls just before the start of Q2 to provide an early‑year outlook for credit analysts.
     

Bottom‑line: The Moody’s appearance is on par with the conference‑style, FD‑compliant, webcast‑focused investor outreach that S&P Global and Fitch have recently used, but it is differentiated by the focus on analytics rather than pure rating and the use of a third‑party technology‑focused conference (Oppenheimer) that targets a niche, tech‑centric audience. This signals Moody’s strategic intent to position its Analytics franchise as the primary value‑proposition for investors in the technology and communications space, while its peers continue to emphasize rating outlooks and macro‑policy perspectives.

TL;DR

• Moody’s: President of Analytics → Tech‑focused Oppenheimer conference → webcast, Reg FD – emphasizes analytics products for the tech sector.
  
• S&P Global: Rating‑leadership + macro outlook → Investor‑day & tech conference → webcast, Reg FD – focuses on rating credibility and broader market outlook.
  
• Fitch: Credit‑research focus → sector‑specific conference → webcast, Reg FD – focuses on credit outlook for technology and emerging markets.
  

All three use live webcasts, Reg FD filings, and senior‑level speakers, but Moody’s is the only one currently foregrounding its analytics division in a purely technology‑focused conference, signalling a slightly different strategic messaging than its peers.