IR Strategy


Blog Posts

Case Studies

Winning IR Podcast Episodes

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.

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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.

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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.

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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.

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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.

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

The First 90 Days in a New IR Role

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.

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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.

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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.

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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

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Irwin's Guide to Investor Relations 101

A beginners guide to Investor Relations.

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State of the IRO

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

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Webinars & Videos

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

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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.

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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.

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