Investor Relations Resources

Access articles, videos, guides, and podcasts outlining the latest trends and best practices in investor relations and capital markets, including how to connect with investors, what technology you need to succeed in IR, and how to best communicate with your shareholders.

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S1E07 - IR Innovators: Creative Tactics for Standing Out and Engaging Investors with Alyssa Barry & Caroline Sawamoto, irlabs

Alyssa Barry and Caroline Sawamoto are both Principals and Co-Founders at irlabs. Each boasts over 15-years of investor relations and capital markets experience. An activist by nature, Alyssa has raised over $1 billion of capital, led some of Canada’s most successful activism campaigns, managed M&A transactions and enhanced board governance frameworks. Caroline has supported numerous financing activities, both public and private, and helped raise over $650 million of capital.

2023-03-20
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S1E06 - IR on the Cutting Edge: Navigating Investor Relations in Emerging Industries

Leah Gibson is a life sciences investor relations leader with nearly two decades of experience in corporate and shareholder communications, and business strategy development. She has worked with small-, mid- and large-cap publicly traded biotechnology companies in North America, including a $60B large-cap U.S. biotech focused on creating transformative medicines for serious genetic diseases.

2023-03-06
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S1E05 - Catapult Your Career: The Habits of High-Performing IROs with Smooch Repovich Rosenberg

Smooch Repovich Rosenberg is a pioneering executive search consultant, specializing in Investor Relations and Executive Communications. With a storied career spanning several decades, She is an expert at building high-performing teams and has helped businesses ranging from pre-IPO Startups to Fortune 100 Companies hire over 400 investor relations officers. She is also the only executive recruiter awarded with the prestigious title of NIRI Fellow.

2023-02-20
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S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie

Brooks O. Rennie is Head of Investor Relations at Byline Bancorp, Inc. (NYSE: BY). Mr. Rennie established and leads the company’s Investor Relations function in addition to responsibilities related to ESG. Mr. Rennie’s background includes experience in Capital Markets, Mergers & Acquisitions and Corporate Development with a strong local and national network across multiple markets.

2023-02-06
Read more
S1E03 - Best Practices for Earnings Calls with Jason Fooks

Jason Fooks is Senior Vice President, Investor Relations and Marketing for both iStar Inc. (NYSE: STAR) and Safehold Inc. (NYSE: SAFE). In his tenure since joining iStar in 2006 and Safehold since its IPO in 2017, he was the recipient of IR Magazine’s award for Best Investor Relations by a Small-Cap Company. Jason also serves on the Company’s ESG advisory committee.

2023-01-18
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S1E02 - Winning the Battle For the Boardroom: Navigating the Do's and Don'ts of Proxy Fights with Michael Verrechia

Michael Verrechia is Managing Director of the M&A and Activism Advisory Group at Morrow Sodali. With 20 years of experience, Mike provides strategic counsel in matters of shareholder activism in contested director elections, mergers and acquisitions, corporate governance, and proxy solicitation.

2023-01-17
Read more
S1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais

Victoria Sivrais is a Partner of Clermont Partners, LLC, one of the only 100% women-owned investor relations and strategic communications firms in the United States. Victoria provides guidance to clients around critical communication issues, including best-practice financial communications and investor relations programs, ESG communications, M&A, and more.

2023-01-16
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IR Directions: Board Reporting and Engagement Best Practices

Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.

2023-03-17
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ESG Toolkit for IROs: Part 1 - A Practical Guide to Understanding ESG - Featuring Novisto

Learn about how ESG affects publicly traded companies, why it matters, and how IROs can report on ESG in this new eBook by Novisto & Irwin.

2023-02-06
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The 6 Most Frequently Asked ESG Questions (and an Expert's Answers)

A practical guide for IR teams on where to focus effort and attention when it comes to ESG, including expert approved checklists!

2023-01-24
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The IRO's Guide to Building a Strong Investor Brand

A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.

2023-01-13
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Going Public Vs. Staying Private

There are risks to going public, but there are also benefits to consider! Understanding when the time is right to IPO is essential.

2023-01-05
Read more
State of IR

Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants

2022-10-27
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Creating and Optimizing Relationships on the Sell-side

Sell-side analyst coverage is a critical part of any successful investor relations strategy. Learn how to optimize your analyst coverage.

2022-06-08
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State of the IRO

Learn more about what makes the IRO an integral part of your investor relations strategy.

2022-05-16
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Views From the Buy Side Ebook

Get insight and recommendations from investors on how to communicate, engage, and win the attention of the buy-side.

2022-01-31
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How to Understand and Engage with the Modern Retail Investor

Discover what drives your retail investor base and learn how to communicate with the different styles of retail investor

2021-11-26
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How to Target Better Investors for Your Company

A checklist for IR teams looking to enhance their investor targeting efforts

2021-11-05
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The Step-by-Step Guide to Choosing an IR Software

it's important to select an IR-specific software platform that's right for you and your unique needs.

2021-10-25
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How to Better Prepare for Your Investor Meeting

Use this checklist to help develop a strong catered pitch for your next investor meeting.

2021-07-19
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Guide to Writing a Successful Investor Email

Win over more investors with our ultimate Guide to Writing a Successful Investor Email.

2021-10-27
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NIRI Webinar: Embracing Equity - Paving the Path to an Equitable Future for Women in IR

Hear the lived experiences of women who have grown successful careers in IR and continue navigating the evolving industry.

2023-03-20
Read More
Offense vs. Defense: How to Shape Your IR Strategy in a Market Downturn.

Irwin & LodeRock Present: Offense vs. Defense: How to shape your IR strategy in a market downturn. A market downturn can be one of the most demanding times to be involved in investor relations. While some management teams choose to retrench and communicate less in difficult times, it's typically not the best solution. Staying proactive and educating investors about where and how you’re focusing your efforts can be challenging—but it’s crucial to protect your credibility and trust with the investment community. In this webinar, we'll discuss: - The importance of maintaining an active marketing program during a downturn. - Selling management on a proactive path and strategy forward. - Where and how to focus your efforts that lead to the best outcomes. - Getting ready for an upturn and what to think about next. Speakers Include: - David Whyte, CEO & Co-Founder - Irwin - Moderator - Gus Papageorgiou, Head of Investor Relations, Lightspeed HQ - Michele Robitaille, Managing Director, Head of Responsible Investing - Guardian Capital - Ian Tharp, Capital Markets Communications, LodeRock

2023-01-26
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How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can achieve an optimal shareholder base.

2022-10-17
Read More
How to Attract Investors as a Newly Public Company

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage, and Retain Investors", the irlabs, Odyssey Trust, and Irwin teams discuss the best strategies for attracting new investors as a public company.

2022-10-15
Read More
What is IR Debt? And how can IR teams avoid it?

David Whyte, CEO & Co-founder of Irwin discusses the concept of IR Debt and provides investor relations strategic advice for teams to avoid or reduce their IR debt as a public company.

2022-10-14
Read More
From Noise to Necessity: ESG Building Blocks for More Strategic IR Programs

This webinar is a practical toolkit for IROs looking to get started or enhance their ESG journey. We will discuss the first steps to developing an ESG strategy with long-term value creation for prospective investors and shareholders and help you better understand the purpose of ESG data and why it is essential to IROs.

2022-10-05
Read More
Measuring Performance: How to Prove IR's Value to Management

In this NIRI webinar, Irwin co-founder & COO Mark Fasken, and panel of industry experts discuss measuring performance and how to prove IR's value to management.

2021-12-21
Read More
Five Mistakes to Avoid When Targeting and Prospecting Investors

In this NIRI webinar, Irwin co-founder and COO Mark Fasken discusses some of the common mistakes companies make when targeting and prospecting investors.

2021-12-21
Read More
Everything You Need to Know Post-IPO

Being a public company is very different than being a private company and comes with a new set of challenges. David Whyte, CEO & Co-Founder of Irwin, shares inside tips on post IPO.

2021-04-13
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How Changes In The Asset Management Industry Affect How You Market Your Company

Join Irwin CEO David Whyte as he leads an expert panel through a discussion on how changes in the asset management industry affect how you market your company.

2021-11-23
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Interview With Alliance Advisors

Investor Relations continues to grow and evolve leading IR teams to adopt new practices and strategies to function at peak levels including identifying new pools of capital and effectively managing relationships.

2021-03-02
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Blog Posts

Case Studies

Winning IR Podcast Episodes

S1E07 - IR Innovators: Creative Tactics for Standing Out and Engaging Investors with Alyssa Barry & Caroline Sawamoto, irlabs

Alyssa Barry and Caroline Sawamoto are both Principals and Co-Founders at irlabs. Each boasts over 15-years of investor relations and capital markets experience. An activist by nature, Alyssa has raised over $1 billion of capital, led some of Canada’s most successful activism campaigns, managed M&A transactions and enhanced board governance frameworks. Caroline has supported numerous financing activities, both public and private, and helped raise over $650 million of capital.

Read more
S1E06 - IR on the Cutting Edge: Navigating Investor Relations in Emerging Industries

Leah Gibson is a life sciences investor relations leader with nearly two decades of experience in corporate and shareholder communications, and business strategy development. She has worked with small-, mid- and large-cap publicly traded biotechnology companies in North America, including a $60B large-cap U.S. biotech focused on creating transformative medicines for serious genetic diseases.

Read more
S1E05 - Catapult Your Career: The Habits of High-Performing IROs with Smooch Repovich Rosenberg

Smooch Repovich Rosenberg is a pioneering executive search consultant, specializing in Investor Relations and Executive Communications. With a storied career spanning several decades, She is an expert at building high-performing teams and has helped businesses ranging from pre-IPO Startups to Fortune 100 Companies hire over 400 investor relations officers. She is also the only executive recruiter awarded with the prestigious title of NIRI Fellow.

Read more
S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie

Brooks O. Rennie is Head of Investor Relations at Byline Bancorp, Inc. (NYSE: BY). Mr. Rennie established and leads the company’s Investor Relations function in addition to responsibilities related to ESG. Mr. Rennie’s background includes experience in Capital Markets, Mergers & Acquisitions and Corporate Development with a strong local and national network across multiple markets.

Read more
S1E03 - Best Practices for Earnings Calls with Jason Fooks

Jason Fooks is Senior Vice President, Investor Relations and Marketing for both iStar Inc. (NYSE: STAR) and Safehold Inc. (NYSE: SAFE). In his tenure since joining iStar in 2006 and Safehold since its IPO in 2017, he was the recipient of IR Magazine’s award for Best Investor Relations by a Small-Cap Company. Jason also serves on the Company’s ESG advisory committee.

Read more
S1E02 - Winning the Battle For the Boardroom: Navigating the Do's and Don'ts of Proxy Fights with Michael Verrechia

Michael Verrechia is Managing Director of the M&A and Activism Advisory Group at Morrow Sodali. With 20 years of experience, Mike provides strategic counsel in matters of shareholder activism in contested director elections, mergers and acquisitions, corporate governance, and proxy solicitation.

Read more
S1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais

Victoria Sivrais is a Partner of Clermont Partners, LLC, one of the only 100% women-owned investor relations and strategic communications firms in the United States. Victoria provides guidance to clients around critical communication issues, including best-practice financial communications and investor relations programs, ESG communications, M&A, and more.

Read more

Download Our Latest eBooks

Get insight and recommendations from our investor relations resources and eBooks.

IR Directions: Board Reporting and Engagement Best Practices

Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.

Read more
The 6 Most Frequently Asked ESG Questions (and an Expert's Answers)

A practical guide for IR teams on where to focus effort and attention when it comes to ESG, including expert approved checklists!

Read more
Going Public Vs. Staying Private

There are risks to going public, but there are also benefits to consider! Understanding when the time is right to IPO is essential.

Read more
State of IR

Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants

Read more
Creating and Optimizing Relationships on the Sell-side

Sell-side analyst coverage is a critical part of any successful investor relations strategy. Learn how to optimize your analyst coverage.

Read more

Webinars & Videos

NIRI Webinar: Embracing Equity - Paving the Path to an Equitable Future for Women in IR

Hear the lived experiences of women who have grown successful careers in IR and continue navigating the evolving industry.

Read More
Offense vs. Defense: How to Shape Your IR Strategy in a Market Downturn.

Irwin & LodeRock Present: Offense vs. Defense: How to shape your IR strategy in a market downturn. A market downturn can be one of the most demanding times to be involved in investor relations. While some management teams choose to retrench and communicate less in difficult times, it's typically not the best solution. Staying proactive and educating investors about where and how you’re focusing your efforts can be challenging—but it’s crucial to protect your credibility and trust with the investment community. In this webinar, we'll discuss: - The importance of maintaining an active marketing program during a downturn. - Selling management on a proactive path and strategy forward. - Where and how to focus your efforts that lead to the best outcomes. - Getting ready for an upturn and what to think about next. Speakers Include: - David Whyte, CEO & Co-Founder - Irwin - Moderator - Gus Papageorgiou, Head of Investor Relations, Lightspeed HQ - Michele Robitaille, Managing Director, Head of Responsible Investing - Guardian Capital - Ian Tharp, Capital Markets Communications, LodeRock

Read More
How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can achieve an optimal shareholder base.

Read More
How to Attract Investors as a Newly Public Company

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage, and Retain Investors", the irlabs, Odyssey Trust, and Irwin teams discuss the best strategies for attracting new investors as a public company.

Read More
What is IR Debt? And how can IR teams avoid it?

David Whyte, CEO & Co-founder of Irwin discusses the concept of IR Debt and provides investor relations strategic advice for teams to avoid or reduce their IR debt as a public company.

Read More
From Noise to Necessity: ESG Building Blocks for More Strategic IR Programs

This webinar is a practical toolkit for IROs looking to get started or enhance their ESG journey. We will discuss the first steps to developing an ESG strategy with long-term value creation for prospective investors and shareholders and help you better understand the purpose of ESG data and why it is essential to IROs.

Read More
Measuring Performance: How to Prove IR's Value to Management

In this NIRI webinar, Irwin co-founder & COO Mark Fasken, and panel of industry experts discuss measuring performance and how to prove IR's value to management.

Read More
Five Mistakes to Avoid When Targeting and Prospecting Investors

In this NIRI webinar, Irwin co-founder and COO Mark Fasken discusses some of the common mistakes companies make when targeting and prospecting investors.

Read More
Everything You Need to Know Post-IPO

Being a public company is very different than being a private company and comes with a new set of challenges. David Whyte, CEO & Co-Founder of Irwin, shares inside tips on post IPO.

Read More