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We had 16 Winning IR guests weighed in on how to master IR storytelling, and learned dozens of effective strategies. Get the tips:
We had 16 Winning IR guests weighed in on how to master IR storytelling, and learned dozens of effective strategies. Get the tips:
Mark Fasken recaps IR Magazine Forum – Small Cap recent NY forum about How Smallcap Companies Can Identify And Target Opportunities
FactSet and Irwin have partnered to deliver a best-in-class investor relations solution. Learn more.
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.
Unsure how to involve stakeholders across your company in investor relations? Learn more about why you need a total stakeholder approach.
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.
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:
Irwin's State of Investor Relations report uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants
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.
Learn How To Determine Your Peers And Conduct An In-Depth Industry Analysis For A Competitive Edge in Your Investor Relations Strategy.
There’s no universal “perfect investor”, but there are ways to narrow down YOUR perfect investor. Learn how to find your ideal investor:
Investor Days are a valuable way to connect with the Street. These tips will help ensure your next investor day is a success.
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.
One of the most common themes that we hear from IR professionals is the challenge around measuring the impact of their investor relations.
Is your investor relations software earning you money, or just costing you? Learn how to calculate the ROI of investor relations software.
Controlling your strategic narrative is crucial in investor relations. Learn the corporate storytelling strategies you need to stand outl
Breaking down the investor relations function, with key resources to help build your investor relations strategy.
Enhancing your investor targeting efforts is critical when it comes to planning your investor relations strategy.
Getting back on the roadshow routine? Consider a digital hybrid roadshow as well to expand your reach with investors around the world.
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 p
It's easier than ever to build your own investor relations program, even if you're just one person. Learn how to take the reins of your IR.
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
Learn how Investor Relations Firm Redwood Empire uses Irwin to target investors and improve their client’s investor relations.
Learn how Nicholas Mead, Corporate Development Manager at Mawson Gold, uses Irwin to stay organized and strategically target new investors.
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.
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.
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.
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).
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.
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.
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.
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.
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.
Get insight and recommendations from our investor relations resources and eBooks.
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
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.
A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.
Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants
Determine right fit investors for your company
Learn more about what makes the IRO an integral part of your investor relations strategy.
Use this checklist to help develop a strong catered pitch for your next investor meeting.
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
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.
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.