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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Irwin places No. 26 on The Globe and Mail's fifth-annual ranking of Canada's Top Growing Companies, ranked for the third consecutive year.
FactSet and Irwin have partnered to deliver a best-in-class investor relations solution. Learn more.
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Using data and insights from your website traffic during a event season isn't just an advantage—it’s a necessity. Learn how Irwin IQ helps
Investor targeting is a crucial aspect of any IR strategy. Discover how to master the art and science of investor targeting with Irwin.
Standard web analytics tools aren't powerful enough for the sophisticated world of IR. Learn how Irwin IQ enriches website analytics for IR:
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Irwin Enhances Website Analytics Solution, Irwin IQ, and Expands Access for the Investor Relations Community.
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A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL, featuring excerpts from Irwin's Winning IR Podcast.
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Building a career in IR requires a combination of education, experience, and developing critical skills. Learn more from Rebecca Gardy:
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Throughout NIRI Annual, our team connected with the IR community in person and heard varying perspectives on important IR issues.
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Here are several ways Irwin is celebrating and upholding our values of diversity and belonging—while fostering an inclusive workplace.
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Expert IR consultants review their best practices for streamlining client management and earning investor engagement in their IR practices.
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Learn the best ways to build an investor brand and develop long-term relationships with shareholders by combining IR and PR best practies.
Megan McGrath is currently the Senior Vice President, Investor Relations at Cushman & Wakefield, where she leads the IR function, providing strategic insight to the firm’s leadership team, Engages with existing and potential investors, and fosters working relationships with the equity research analyst community. Megan has over 20 years of experience working in IR and on the sell-side, with previous roles at companies such as Financial Profiles, Buckingham research, Lehman Brothers, Barclays Capital, and MKM Partners.
Alex Jorgensen leads Prosek’s investor relations advisory practice, bringing diversified investor relations and corporate communications experience spanning the financial services, media and entertainment, technology, healthcare and life sciences industries. Alex has advised on over 35 go-to-market transactions across IPOs, Spins, SPACs and traditional M&A. In 2020, Alex was named to the National Investor Relations Institute’s 40-Under-40 list recognizing impactful IR professionals, and he currently sits on the committee of its New York NextGen chapter.
Chris Mayo, CFA, is the Head of Primary Markets, Americas, at the London Stock Exchange Group (LSEG). Chris helps companies and investment managers from the Americas access capital through corporate equity, debt, and fund listings on London’s public markets. He has more than 25 years of corporate finance experience in New York and London for Barclays, Salomon Smith Barney, Citi, and Schroders and has executed IPOs, financings, and M&A transactions in the US and Europe worth tens of billions of dollars. Previously, Chris was the Primary Markets specialist for LSEG in the technology and life science sectors and was also an investor and Head of Strategy for an early-stage cloud-managed services company, which exited to a UK technology company.
Mary Turnbull is the Managing Director and Head of Corporate Access at Raymond James, where she emphasizes collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. Mary is also partners with Capital Markets, Investment Banking, and Research professionals to build and source content for Raymond James-hosted general and sector-specific conferences, summits, symposiums, non-deal roadshows, and bespoke and industry experts. Before joining Raymond James, Mary served in various research, sales, and management roles at several sell-side investment banks, including Lehman Brothers, Deutsche Bank, and Salomon Smith Barney.
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Rodney Nelson—VP of Investor Relations at Twilio—is a senior finance leader in the technology sector with experience spanning enterprise software and internet businesses. Since June of 2020, Rodney has been a Board Member and Sponsorship Committee Chair of the Boston Chapter of the National Investor Relations Institute (NIRI Boston). Rodney brings a data-driven approach to building out core functions and processes that span finance and cross-functional initiatives, including partnering with both executive leadership and boards on strategic priorities. His tenure has helped him obtain a deep expertise in corporate strategy, equity and debt fundraising, public offerings, investor relations, financial and strategic planning, financial accounting and SEC reporting.
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Gene Rubin is the President of Rivel, and has been with the company since 2000. He manages the overall growth of revenue and profitability of the firm while overseeing custom investor perception study projects for several dozen clients. Since joining the Rivel team, he has led 600+ investor perception study projects, advising senior management teams and boards in areas of strategic investor communications across all industries, with a heavier concentration in energy, materials, financials and industrials. Gene helped to create Rivel’s Executive Intelligence Council (now GuideLign) program and is also heavily involved in its research and programming processes. In addition, he has served as a mentor supporting the growth of Rivel’s consulting team since 2006.
Scott Einberger is an accomplished investor relations and finance professional with over 20 years of experience. He is currently the IRO at JLL and has extensive experience in the food and beverage, consumer staples, and hospitality industries, with strong knowledge of market dynamics and industry drivers.
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Rebecca Gardy is the Senior Vice President and Chief Investor Relations Officer at Campbell Soup Company. She has extensive IR experience working at companies like Nike, Popeyes, Green Sky, and KPMG.
Matt Brusch is President and CEO of NIRI: The Association for Investor Relations. He was previously COO, led professional development programs, credentialing, publications and communications for NIRI. He has over 25 years of experience leading the investor relations and corporate communications functions for several public companies, and he served in regulatory and marketing roles with the Nasdaq Stock Market.
Fabiane Goldstein established herself as a reference in Strategic IR in Latin America, serving clients of all sectors and sizes in strategic projects, writing dozens of articles, hosting and participating in several webinars. She brings 20 years of experience in the financial markets and is an expert on Investor Relations, Corporate Communications, Sustainability/ESG & Integrated Reports and the power of Social Media in the capital markets.
Jeremy is Vice President of Investor Relations at Alight Solutions (SVP of Investor Relations at Edelman at the time of recording), and has worked closely with clients across numerous sectors, including financial services, industrials, consumer, healthcare and technology. Jeremy’s background includes special situations, M&A, ESG communications, crisis, public relations and investor relations, building the IR program at Gogo, and working as an equity analyst with Morningstar.
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.
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.
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.
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.
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.
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.
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.
Host Mark Fasken introduces the new Winning IR Podcast, an exploration of diverse insights from the investor relations community.
Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach
A practical guide for investor relations professionals on how to identify and manage the risks of corporate activism.
ESG is an essential part of investor relations, but how can you use it to your advantage? Learn how in Part 2 of our ESG Toolkit for IROs.
Packed with advice from IROs, this guide gives you everything you need to succeed in the first 90 days of your new investor relations role.
Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.
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.
A practical guide for IR teams on where to focus effort and attention when it comes to ESG, including expert approved checklists!
A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.
There are risks to going public, but there are also benefits to consider! Understanding when the time is right to IPO is essential.
Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants
Sell-side analyst coverage is a critical part of any successful investor relations strategy. Learn how to optimize your analyst coverage.
Learn more about what makes the IRO an integral part of your investor relations strategy.
This guide will help you to better understand how to lower your cost of capital
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Get insight and recommendations from investors on how to communicate, engage, and win the attention of the buy-side.
Discover what drives your retail investor base and learn how to communicate with the different styles of retail investor
A checklist for IR teams looking to enhance their investor targeting efforts
it's important to select an IR-specific software platform that's right for you and your unique needs.
Use this checklist to help develop a strong catered pitch for your next investor meeting.
Win over more investors with our ultimate Guide to Writing a Successful Investor Email.
Hear the lived experiences of women who have grown successful careers in IR and continue navigating the evolving industry.
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
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 optimize their 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 the best strategies for attracting new investors as a public company.
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.
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.
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.
In this NIRI webinar, Irwin co-founder and COO Mark Fasken discusses some of the common mistakes companies make when targeting and prospecting investors.
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.
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.
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.
Nothing is more valuable than time, which is why IR software that saves time is crucial. Learn how Irwin helps Sunrun stay efficient!
Learn how ICD, a publicly traded O/G company uses Irwin to find new analysts, procure investors, and measure the success of their IR program
Learn How Irwin is Displacing Existing IR Solutions And Helping Companies Achieve Their Strategic Goals.
Learn how Jamieson Wellness leverages Irwin to better support their day-to-day operations.
Learn how choosing the right IR software is imperative to growing a global business.
Find out how H&E leverages Irwin's full suite of products and services to enhance their investor relations.
Find out how Clermont Partners saves 240 hours annually using Irwin to target ESG-focused investors for their clients.
Learn how InterRent REIT uses Irwin to manage roadshows and prep executives for investor meetings.
Learn how Snap One leverages Irwin to better track and manage investor interactions.
Learn how 908 Devices leveraged Irwin throughout their IPO journey to better track and manage investor interactions.
Learn why Boralex prefers Irwin to manage their investor relations.
Learn how Investor Relations Firm Redwood Empire uses Irwin to target investors and improve their client’s investor relations.
Learn how Charlie Schumacher at Marathon Digital Holdings uses Irwin to replace the need for a full-time analyst.
Learn how Nicholas Mead, Corporate Development Manager at Mawson Gold, uses Irwin to stay organized and strategically target new investors.
Learn how Kenneth Levy, VP Investor Relations at Iridium Satellite Communications, uses Irwin for investor targeting and outreach.
Learn how LodeRock Advisors uses Irwin to efficiently manage their client's investor relations.
Learn how the SVP Investor Relations at Titan International Inc. uses Irwin to simplify management of their IR program.
Learn how Jamal Baksh, CFO of Constellation Software Inc., uses Irwin to save time when communicating with shareholders and preparing report
Learn how global technology company Spark Networks uses Irwin to attract and manage a global cadre of shareholders!
Learn how Willow Biosciences uses Irwin to target and track retail and institutional investors.
Learn how precious metals companies are improving their investor relations by using Irwin's IR CRM and NOBO data to uncover shareholders
Learn how holding companies are using Irwin's investor relations software to target new investors and keep tabs on their competition.
Start finding the right investors for your clients. Learn how boutique investor relations firms are using Irwin to target new investors
Managing a multiple IR consultants can be challenging. Discover how Irwin is helping IT firms coordinate their investor relations strategy.
This precious metals company has been using Irwin's IR solutions to skyrocket their share price by 8x.
Irwin places No. 26 on The Globe and Mail's fifth-annual ranking of Canada's Top Growing Companies, ranked for the third consecutive year.
Using data and insights from your website traffic during a event season isn't just an advantage—it’s a necessity. Learn how Irwin IQ helps
Standard web analytics tools aren't powerful enough for the sophisticated world of IR. Learn how Irwin IQ enriches website analytics for IR:
Irwin Enhances Website Analytics Solution, Irwin IQ, and Expands Access for the Investor Relations Community.
A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL, featuring excerpts from Irwin's Winning IR Podcast.
Building a career in IR requires a combination of education, experience, and developing critical skills. Learn more from Rebecca Gardy:
Throughout NIRI Annual, our team connected with the IR community in person and heard varying perspectives on important IR issues.
Here are several ways Irwin is celebrating and upholding our values of diversity and belonging—while fostering an inclusive workplace.
Expert IR consultants review their best practices for streamlining client management and earning investor engagement in their IR practices.
Nothing is more valuable than time, which is why IR software that saves time is crucial. Learn how Irwin helps Sunrun stay efficient!
Learn how ICD, a publicly traded O/G company uses Irwin to find new analysts, procure investors, and measure the success of their IR program
Learn How Docebo Uses Irwin to Prove IR's Value to Management.
Learn How Irwin is Displacing Existing IR Solutions And Helping Companies Achieve Their Strategic Goals.
Learn how Jamieson Wellness leverages Irwin to better support their day-to-day operations.
Learn how choosing the right IR software is imperative to growing a global business.
Find out how H&E leverages Irwin's full suite of products and services to enhance their investor relations.
Find out how Clermont Partners saves 240 hours annually using Irwin to target ESG-focused investors for their clients.
Learn how InterRent REIT uses Irwin to manage roadshows and prep executives for investor meetings.
Megan McGrath is currently the Senior Vice President, Investor Relations at Cushman & Wakefield, where she leads the IR function, providing strategic insight to the firm’s leadership team, Engages with existing and potential investors, and fosters working relationships with the equity research analyst community. Megan has over 20 years of experience working in IR and on the sell-side, with previous roles at companies such as Financial Profiles, Buckingham research, Lehman Brothers, Barclays Capital, and MKM Partners.
Alex Jorgensen leads Prosek’s investor relations advisory practice, bringing diversified investor relations and corporate communications experience spanning the financial services, media and entertainment, technology, healthcare and life sciences industries. Alex has advised on over 35 go-to-market transactions across IPOs, Spins, SPACs and traditional M&A. In 2020, Alex was named to the National Investor Relations Institute’s 40-Under-40 list recognizing impactful IR professionals, and he currently sits on the committee of its New York NextGen chapter.
Chris Mayo, CFA, is the Head of Primary Markets, Americas, at the London Stock Exchange Group (LSEG). Chris helps companies and investment managers from the Americas access capital through corporate equity, debt, and fund listings on London’s public markets. He has more than 25 years of corporate finance experience in New York and London for Barclays, Salomon Smith Barney, Citi, and Schroders and has executed IPOs, financings, and M&A transactions in the US and Europe worth tens of billions of dollars. Previously, Chris was the Primary Markets specialist for LSEG in the technology and life science sectors and was also an investor and Head of Strategy for an early-stage cloud-managed services company, which exited to a UK technology company.
Mary Turnbull is the Managing Director and Head of Corporate Access at Raymond James, where she emphasizes collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. Mary is also partners with Capital Markets, Investment Banking, and Research professionals to build and source content for Raymond James-hosted general and sector-specific conferences, summits, symposiums, non-deal roadshows, and bespoke and industry experts. Before joining Raymond James, Mary served in various research, sales, and management roles at several sell-side investment banks, including Lehman Brothers, Deutsche Bank, and Salomon Smith Barney.
Rodney Nelson—VP of Investor Relations at Twilio—is a senior finance leader in the technology sector with experience spanning enterprise software and internet businesses. Since June of 2020, Rodney has been a Board Member and Sponsorship Committee Chair of the Boston Chapter of the National Investor Relations Institute (NIRI Boston). Rodney brings a data-driven approach to building out core functions and processes that span finance and cross-functional initiatives, including partnering with both executive leadership and boards on strategic priorities. His tenure has helped him obtain a deep expertise in corporate strategy, equity and debt fundraising, public offerings, investor relations, financial and strategic planning, financial accounting and SEC reporting.
Gene Rubin is the President of Rivel, and has been with the company since 2000. He manages the overall growth of revenue and profitability of the firm while overseeing custom investor perception study projects for several dozen clients. Since joining the Rivel team, he has led 600+ investor perception study projects, advising senior management teams and boards in areas of strategic investor communications across all industries, with a heavier concentration in energy, materials, financials and industrials. Gene helped to create Rivel’s Executive Intelligence Council (now GuideLign) program and is also heavily involved in its research and programming processes. In addition, he has served as a mentor supporting the growth of Rivel’s consulting team since 2006.
Scott Einberger is an accomplished investor relations and finance professional with over 20 years of experience. He is currently the IRO at JLL and has extensive experience in the food and beverage, consumer staples, and hospitality industries, with strong knowledge of market dynamics and industry drivers.
Rebecca Gardy is the Senior Vice President and Chief Investor Relations Officer at Campbell Soup Company. She has extensive IR experience working at companies like Nike, Popeyes, Green Sky, and KPMG.
Matt Brusch is President and CEO of NIRI: The Association for Investor Relations. He was previously COO, led professional development programs, credentialing, publications and communications for NIRI. He has over 25 years of experience leading the investor relations and corporate communications functions for several public companies, and he served in regulatory and marketing roles with the Nasdaq Stock Market.
Get insight and recommendations from our investor relations resources and eBooks.
Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach
A practical guide for investor relations professionals on how to identify and manage the risks of corporate activism.
ESG is an essential part of investor relations, but how can you use it to your advantage? Learn how in Part 2 of our ESG Toolkit for IROs.
Packed with advice from IROs, this guide gives you everything you need to succeed in the first 90 days of your new investor relations role.
Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.
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.
A practical guide for IR teams on where to focus effort and attention when it comes to ESG, including expert approved checklists!
A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.
There are risks to going public, but there are also benefits to consider! Understanding when the time is right to IPO is essential.
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.
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.
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