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Blog Posts

How to Involve Multiple Stakeholders in Your Investor Relations Strategy

Unsure how to involve stakeholders across your company in investor relations? Learn more about why you need a total stakeholder approach.

April 21, 2023
IR StrategyGoals, KPIs, and Reporting
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Going Public Vs. Staying Private: Understanding When The Time Is Right

The timing of your IPO can be a crucial factor in its success. So how do you know when the rime is right? Here's what you need to know:

December 21, 2022
IPOEarnings and ValuationIR Strategy
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Can Investor Relations Teams Overcome IR Debt?

Growth at all costs is tempting, but is it the best way to build your IR strategy? Learn how to overcome IR Debt for long term gains.

September 27, 2022
Capital MarketsIR Strategy
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How To Determine Your Peers And Conduct An In-Depth Industry Analysis

Learn How To Determine Your Peers And Conduct An In-Depth Industry Analysis For A Competitive Edge in Your Investor Relations Strategy.

May 24, 2022
IR Strategy
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How to Determine Your Ideal Investor Type

There’s no universal “perfect investor”, but there are ways to narrow down YOUR perfect investor. Learn how to find your ideal investor:

April 4, 2022
Investor TargetingIR Strategy
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7 Tips for a Successful Investor Day

Investor Days are a valuable way to connect with the Street. These tips will help ensure your next investor day is a success.

March 4, 2024
Conferences & EventsIR Strategy
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The Art and Science of Investor Targeting

Investor targeting is as much an art as it is a science. Learn how to hone in on new investors with Irwin's innovative targeting funnel.

February 8, 2022
Investor TargetingIR Strategy
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How to Measure ROI of Investor Relations Software

Is your investor relations software earning you money, or just costing you? Learn how to calculate the ROI of investor relations software.

December 14, 2021
Goals, KPIs, and ReportingIR Strategy
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How to Enhance Your Investor Targeting Efforts

Enhancing your investor targeting efforts is critical when it comes to planning your investor relations strategy.

November 1, 2021
Investor TargetingIR Strategy
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How to Plan a Hybrid Virtual / In-Person Roadshow

Getting back on the roadshow routine? Consider a digital hybrid roadshow as well to expand your reach with investors around the world.

October 5, 2021
Conferences & EventsIR Strategy
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Case Studies

Winning IR Podcast Episodes

S4E04 - Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success

Samantha Hilson Sandler is the Head of Investor Relations at SpringWorks Therapeutics, a commercial stage biopharmaceutical company applying a precision medicine approach to developing and delivering life-changing medicines for people with severe rare diseases and cancer. Prior to SpringWorks, Samantha was a Vice President at Blackstone. Samantha started her career in Healthcare Corporate Banking at Bank of America Merrill Lynch.

July 23, 2024
Goals, KPIs, and ReportingInvestor TargetingIR Strategy
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S4E02 - Deborah Belevan from Duolingo on Leading the Duo-logue: A Mission-Led Approach to Investor Communications

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.

June 25, 2024
Investor Communications and OutreachIR Strategy
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S4E01 - Mark Hayes From Breakwater Strategy on How The Elevated IRO is Navigating The Future of IR

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.

June 11, 2024
IR StrategyInvestor Communications and OutreachIR Careers
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S3E10 - Kiley Rawlins from Ulta Beauty on How to Effectively Prepare For and Manage Shareholder Activism

Kiley Rawlins has over 25 years of investor relations experience and is currently the Vice President - Investor Relations at Ulta Beauty. She has developed and led investor relations for Fortune 500 companies such as The Michael’s Companies, Family Dollar Stores, and Dollar General.

March 4, 2024
Shareholder ActivismShareholder MonitoringIR Strategy
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S3E09 - David Calusdian from Sharon Merrill on Effective Communication for IROs and Executives

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.

February 20, 2024
Investor Communications and OutreachIR Strategy
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S3E06 - Catherine Buan from Asana on What IROs Need to Know About Going Public

Catherine Buan is an award-winning IR executive with over 20 years in the tech industry and currently leads IR at Asana. Catherine’s experience spans several blue-chip Silicon Valley firms, including Oracle, Ariba, SAP Business Objects, DocuSign, AppDynamics, Okta, and Lyft. Catherine has been a part of several IPOs during her career, including Lyft, DocuSign, and Ariba.

January 8, 2024
IPOIR Strategy
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S3E04 - Andrea Daley from Dentsply Sirona on Navigating IR Amidst Executive Transitions

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.

December 10, 2023
IR CareersIR StrategyInvestor Communications and Outreach
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S3E01 - Kendra Brown from FactSet on How IR Can Become a Strategic Partner to the C-Suite

Kendra Brown is currently the SVP, Senior Director, Banking & Sell-Side Research at FactSet, a leading global financial digital platform and enterprise solutions provider. Kendra’s tenure at FactSet has spanned over two decades, including extensive experience in product management for the company, Chief of Staff, and prior to her current role, as the SVP and Head of Investor Relations. Kendra is an accomplished operational and strategic partner in the company, who’s work has helped to contribute to FactSet’s growth and innovation.

October 30, 2023
Goals, KPIs, and ReportingIR Strategy
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S2E10 - Jordyn Eskijian from H&R Block on Aligning Purpose and Performance Through ESG

Jordyn Eskijian is currently the Program Manager, Investor Relations & ESG at H&R Block. Prior to her current role, Jordyn held various financial, accounting, and data science roles within the company. Jordyn was recently named to NIRI’s Rising Leaders Under 40 list, and is the Programs Chair of the Kansas City Chapter Board.

October 16, 2023
ESGIR Strategy
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S2E09 - Luke Wyse from Triumph Financial on The First 90 Days in a New IR Role

Luke Wyse, CFM, is currently the Senior Vice President, Finance & Investor Relations at Triumph Financial, serving as a strategic financial partner in the executive group working to drive shareholder value and facilitate the realization of corporate strategy. Before joining Triumph in 2014, he was Senior Vice President, Director of Finance for The F&M Bank & Trust Company, leading corporate finance activities and strategic, operational, and capital planning for the firm. Before joining F&M, Mr. Wyse served ConAgra Foods, Inc. (NYSE: CAG) in their I.T. Finance group. Earlier in his career, he worked in corporate finance departments at both Sterling Bancshares, Inc. (now Comerica) and Compass Bancshares, Inc. (now BBVA Compass).

October 2, 2023
IR CareersIR Strategy
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S2E08 - Megan McGrath from Cushman & Wakefield on How To Build Better Relationships With the Sell-Side

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.

September 18, 2023
Capital MarketsEquity Research and Analyst Consensus EstimatesIR Strategy
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S2E07 - Alex Jorgensen from Prosek Partners on Ensuring You Have The Right Team to Go Public

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.

September 5, 2023
IPOIR Strategy
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S2E03 - Gene Rubin from Rivel on Everything You Need To Know About Perception Studies

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.

July 10, 2023
Earnings and ValuationIR StrategyInvestor Communications and Outreach
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S2E01 - Rebecca Gardy From Campbell Soup Company on The IRO Blueprint For Leading Through Influence

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.

June 5, 2023
Investor Communications and OutreachIR StrategyIR Careers
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S1E09: Bridging the Gap Between IR & PR to Build Attractive Investor Brands with Fabiane Goldstein, Grayling

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.

April 17, 2023
Investor Communications and OutreachRetail InvestorsIR Strategy
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S1E08 - The Whole Picture: Involving Multiple Stakeholders in Investor Relations with Jeremy Cohen at Alight Solutions

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.

April 3, 2023
Equity Research and Analyst Consensus EstimatesInvestor Communications and OutreachIR Strategy
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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.

March 20, 2023
Investor Communications and OutreachIR StrategyIR Consultants
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S1E06 - IR on the Cutting Edge: Navigating Investor Relations in Emerging Industries With Leah Gibson, Cybin

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.

March 6, 2023
IR StrategyInvestor Communications and OutreachRetail Investors
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S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie, Byline Bank

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.

February 6, 2023
IR StrategyGoals, KPIs, and ReportingInvestor Targeting
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S1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais, Clermont Partners

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.

January 16, 2023
ESGIR Strategy
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Ebooks & Guides

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.

March 17, 2023
Goals, KPIs, and ReportingIR Strategy
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State of IR 2023

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

October 27, 2022
IR StrategyInvestor Targeting
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Irwin's Guide to Investor Relations 101

A beginners guide to Investor Relations.

July 25, 2022
IR Strategy
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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.

July 19, 2021
IR Strategy
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Webinars & Videos

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

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.

January 26, 2023
IR Strategy
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What is IR Debt? And how can IR teams avoid it?

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.

October 14, 2022
IR Strategy
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Measuring Performance: How to Prove IR's Value to Management Webinar

Measuring Performance: How to Prove IR's Value to Management Webinar

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.

December 21, 2021
IR StrategyGoals, KPIs, and Reporting
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