Learn how to navigate the complexities of quarterly reporting and long term communication strategy with these expert tips from Moira Conlon.
Discover actionable insights for IR professionals looking to improve their sell-side engagement with expertise from Megan McGrath.
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Planning an impactful Investor Day means ensuring the right audience attends - learn how to use investor targeting to your advantage.
IR Professionals at NIRI 2024 discussed How to “See Around Corners” and Drive Stronger Performance in IR- here's the recap of their panel.
Our investor relations experts shed light on the trends anticipated to influence the market and industry in 2024.
We had 16 Winning IR guests weighed in on how to master IR storytelling, and learned dozens of effective strategies. Get the tips:
Investor targeting is a crucial aspect of any IR strategy. Discover how to master the art and science of investor targeting with Irwin.
A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL, featuring excerpts from Irwin's Winning IR Podcast.
Learn the best ways to build an investor brand and develop long-term relationships with shareholders by combining IR and PR best practies.
Learn the innovative ways that modern companies are seizing the attention of institutional and retail investors.
Investor Relations isn't always straightforward in any field, let alone emerging industries. Learn how to face the first-mover challenges.
Learn why are earnings season is so important, and how can IR teams make the most of it with these best practices for earnings calls.
Learn about what activist preparedness looks like in a public company and how your company can strategically navigate a proxy contest.
If you think investor engagement only matters in the proxy season, think again! Learn about off-season investor engagement strategies
Unexpected news, whether viewed as positive or negative, can impact investor expectations, shareholder engagement and stock price.
Market volatility is expected to persist and it signals the need for preparedness from public companies, executives, and investor relations
Our expert panel offers buy-side and issuer perspectives on how asset management changes impact a company's marketing strategy today.
Controlling your strategic narrative is crucial in investor relations. Learn the corporate storytelling strategies you need to stand outl
Your IPO is a pivotal moment for your company, but it's only the beginning. Learn how to avoid common mistakes newly public companies make.
One of the greatest advancements in investor relations has been the advent of investor CRM software. Find out how IROs are saving time with
Cold emailing is a great way of creating investor relationships, but it's hard to do right. Learn how to effectively cold email investors.
Think virtual investor meetings were just for COVID-19? Think again! Learn how to leverage a hybrid investor relations strategy
Your management team is the face of your company for investors. Learn more about when to bring executives into the investor relations.
Want to make more strategic investor pitches? Learn how to prepare a better investor pitch deck and align yourself with the right investors
Want to be more strategic with your investor outreach? Learn what the buy-side wants to see from your investor relations department.
Learn why Vista Gold switched to Irwin, and how the team is leveraging Irwin’s outreach capabilities and support to generate success.
Learn why the Delta IR team switched to Irwin and how they use it to drive efficiency and value.
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 LodeRock Advisors uses Irwin to efficiently manage their client's investor relations.
Learn how global technology company Spark Networks uses Irwin to attract and manage a global cadre of shareholders!
Danielle Collins is the Senior Investor Relations Officer and Director at Shell plc. With nearly 20 years of experience in the energy sector, Danielle brings deep industry expertise to her role, driving strategic engagement with investors and stakeholders. Before transitioning to investor relations, she held leadership positions across Shell’s operations, building a comprehensive understanding of the global energy landscape. Danielle’s work focuses on aligning Shell’s business strategy with market expectations, effectively communicating the company’s energy transition and financial performance priorities.
Zane Keller is the Head of Investor Relations at Affirm, a leading financial technology company. Before taking on his current role, he built an extensive background in financial services, with over a decade of experience on the buy-side. He previously served as a Director and Equity Research Analyst at Barrow Hanley Global Investors, where he invested in global financial services companies across various sectors, including banking, consumer finance, and payments.
Helene Dina is the President and Strategy Partner at HD Strategies, a unique advisory practice that provides strategic planning and communications for high-growth companies. With over 20 years of experience in strategy, operations, investor relations, and digital transformation, she has served in senior roles at various firms, including as VP of Investor Relations at The Walt Disney Company. Helene works with clients to design bold growth strategies, shape their investment narratives, and create best-in-class investor communications programs. She holds an MBA from Harvard Business School and a Bachelor of Arts degree in Economics from the University of California, Berkeley.
Tiffany Willis, CPA, is currently the Senior Vice President, Investor Relations at Starbucks, and leads the company’s financial communication strategy. She is a vibrant storyteller and accomplished speaker, recently delivering the commencement speech for Goizueta’s Master Diploma Ceremony at Emory University. Prior to her role at Starbucks, Tiffany held senior roles at companies such as Ingredion Incorporated, Fiserv, Time Warner, and EY.
Andrew Storm is the Managing Director, Investor Relations at Delta. Before joining Delta, Andrew was the Vice President of IR at Secureworks. Before moving to the corporate side of IR, Andrew was the Managing Director at PJT Partners, but also brings over a decade of investment experience across equities and fixed income in his roles at Cortina Asset Management, Morgan Stanley Investment Management, and Lord Abbett.
Deborah Belevan, IRC, CPA, is the Vice President of Investor Relations at Duolingo, the leading mobile learning platform globally. She is an accomplished IRO with extensive experience in IR and corporate communication, IPOs, accounting and finance, and sales and equity research. She is also an engaged community member, serving on the board of NIRI New York since 2018.
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Mark Hayes is Partner and Head of Capital Markets Advisory, Investor and Geopolitical Intelligence at Breakwater Strategy, a strategic communications and insights agency that advises their clients on how to navigate change, crises, and complexities.
David Calusdian, President at Sharon Merrill Advisors, is an accomplished communicator with over 30 years of experience in advising and coaching clients through critical communications events, ranging from IPOs, executive transitions, M&A, and more.
Elizabeth Librizzi is currently the Chief Administrative Officer for Equities at AllianceBernstein, where she leads the global team that runs corporate, external research, and expert and vendor relationships. Previously, Elizabeth was the Head of Corporate Access, US at Credit Suisse, and spent over 16 years at Morgan Stanley in various roles, including institutional equity sales, commission management sales, and as their Head of Corporate Access - North America.
Andrea Daley is the Vice President of Investor Relations at Dentsply Sirona, the world's largest manufacturer of professional dental products and technologies. Before joining Dentsply Sirona in 2021, Andrea spent nearly 20 years in finance roles at healthcare companies, including 15 years at Cardinal Health.
Moira Conlon founded Financial Profiles 15 years ago during a recession, which helped to form their belief that every company has a story to tell in good times and bad. She’s an influential and award-winning corporate governance and PR leader, and a frequent contributor to Forbes, CFO Magazine, and IR Magazine. Financial Profiles has a demonstrated track record of leveraging best-in-class communications practices to help its clients attract capital, talent, customers, and media attention.
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.
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.
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.
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.
Winning IR Podcast guests shared their top strategies and tactics for telling their investor story. Learn from the experts in our eBook
Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach
A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.
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We recently teamed up with MEIRA to host an IR Academy webinar focused on practical strategies for modern investor targeting and engagement—designed to help IR professionals build stronger relationships and stand out in a competitive market.
In this discussion, we explore Irwin's evolution from its founding to its integration with FactSet, addressing the growing complexity of investor relations. Learn why an integrated platform is crucial for IR professionals managing multiple tools and data sources.
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.
