The Power of Perception Studies
Gene Rubin from Rivel breaks down the strategic importance of Perception Studies for investor relations. Learn more about Percetion Studies:
May 5, 2025
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IR Strategy
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Blog Posts
Becoming a Strategic Partner to the C-Suite - Key Lessons from Kendra Brown
If you want to contribute at the highest level, strategic alignment is non-negotiable: Learn how to win the confidence of your C-Suite.
March 6, 2025
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The State of Investor Relations 2025
Irwin’s 2025 State of IR Report reveals how IR professionals are adapting to AI, investor targeting, and evolving shareholder relationships.
February 27, 2025
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Why Shareholder Feedback Should Drive Your Earnings Strategy
Learn why gathering shareholder feedback before earnings is crucial for IR teams focused on driving fair valuation, and how to gain feedback
February 6, 2025
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Introducing Irwin Pulse: Transform Investor Perception Into Strategic Advantage
We're excited to announceIrwin Pulse: a powerful new solution that strengthens investor relationships through real-time perception insights.
February 4, 2025
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NIRI Annual 2024: How to “See Around Corners” and Drive Stronger Performance in IR
IR Professionals at NIRI 2024 discussed How to “See Around Corners” and Drive Stronger Performance in IR- here's the recap of their panel.
June 19, 2024
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Investor Relations Outlook: Transforming Trends into Opportunities for 2024
Our investor relations experts shed light on the trends anticipated to influence the market and industry in 2024.
December 15, 2023
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16 Experts’ Top Tips for IR Storytelling and Corporate Communications
We had 16 Winning IR guests weighed in on how to master IR storytelling, and learned dozens of effective strategies. Get the tips:
November 30, 2023
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How Small-cap Companies Can Identify And Target Opportunities in a Crowded Market
Mark Fasken recaps IR Magazine Forum – Small Cap recent NY forum about How Smallcap Companies Can Identify And Target Opportunities
November 8, 2023
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FactSet and Irwin Announce Partnership to Deliver Best-in-Class Solution for Investor Relations Professionals
FactSet and Irwin have partnered to deliver a best-in-class investor relations solution. Learn more.
September 27, 2023
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The Ultimate Guide to Investor Targeting
Investor targeting is a crucial aspect of any IR strategy. Discover how to master the art and science of investor targeting with Irwin.
February 26, 2024
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A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL
A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL, featuring excerpts from Irwin's Winning IR Podcast.
July 12, 2023
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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
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Creative Tactics for Standing Out and Engaging Investors
Learn the innovative ways that modern companies are seizing the attention of institutional and retail investors.
April 10, 2023
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How to Navigate Investor Relations in an Emerging Industry
Investor Relations isn't always straightforward in any field, let alone emerging industries. Learn how to face the first-mover challenges.
March 31, 2023
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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
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The State of Investor Relations in 2024
Irwin's State of Investor Relations report uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants
January 15, 2024
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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
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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
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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
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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
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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
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Measuring Performance: How to Prove IR's Value to Management
Learn from IR professionals about how they tackle the challenge of measuring the impact of their investor relations.
December 21, 2021
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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
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How to Tell Your Company Story to Investors
Controlling your strategic narrative is crucial in investor relations. Learn the corporate storytelling strategies you need to stand outl
March 23, 2023
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The Ultimate Guide to Investor Relations
Breaking down the investor relations function, with key resources to help build your investor relations strategy.
November 8, 2023
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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
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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
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3 Avoidable Mistakes Companies Make Post-IPO
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.
August 16, 2021
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Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up
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.
February 6, 2023
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Management’s Influence on Investor Decision Making
Your management team is the face of your company for investors. Learn more about when to bring executives into the investor relations.
June 28, 2021
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How to Prepare an Investor Pitch
Want to make more strategic investor pitches? Learn how to prepare a better investor pitch deck and align yourself with the right investors
June 21, 2021
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Case Studies
SpringWorks Therapeutics, Inc.
Learn how SpringWorks Therapeutics Investor Relations leverages Irwin to support essential IR workflows.
August 30, 2024
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Sobi
Learn how Sobi uses Irwin to stay informed on market developments and target new investors with precision.
July 29, 2024
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Bandwidth
Learn how Bandwidth uses Irwin’s integrated IR solution to enhance its IR program.
July 18, 2024
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CSX Corporation
Learn why CSX switched to Irwin and how they’re using high-quality data to drive impact.
July 9, 2024
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Shift4 Payments, Inc.
Learn how Irwin is displacing existing IR solutions and helping Shift4 Payments, Inc. achieve their strategic goals.
July 9, 2024
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Redwood Empire Financial Communications
Learn how Investor Relations Firm Redwood Empire uses Irwin to target investors and improve their client’s investor relations.
June 7, 2022
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Mawson Gold Limited
Learn how Nicholas Mead, Corporate Development Manager at Mawson Gold, uses Irwin to stay organized and strategically target new investors.
December 8, 2021
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Winning IR Podcast Episodes
S4E13 - Gregg Lampf, Fatma Sardina, and Krishna Rangarajan on The Role of AI in Modernizing Investor Relations
This episode features Gregg Lampf, Fatma Sardina, and Krishna Rangarajan. Gregg Lampf, Vice President of Investor Relations at Ciena, has nearly 30 years of experience in high technology. Krishna Rangarajan, founder of BigPi Ventures, leads the development of AI-native software transforming how enterprises create content for investors, clients, and regulators. Fatma Sardina is a seasoned economist and financial analyst with over a decade of expertise in economic forecasting, financial strategy, and data-driven insights.
December 17, 2024
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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S1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais, Clermont Partners
Victoria Sivrais is a Partner of Riveron (FKA Clermont Partners) 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
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Ebooks & Guides
State of Investor Relations 2025
Explore the challenges, opportunities and priorities Investor Relations professionals are expecting in 2025.
February 27, 2025
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The Ultimate Guide to Investor Relations
Discover how to create a successful investor relations strategy to help you engage with investors, analysts, and your leadership team.
January 1, 2024
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State of IR 2024
Challenges, Opportunities and Priorities from Investor Relations, Executive, and Consultant Perspectives
January 15, 2024
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16 Experts’ Top Tips for IR Storytelling and Corporate Communications
Winning IR Podcast guests shared their top strategies and tactics for telling their investor story. Learn from the experts in our eBook
November 29, 2023
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The Ultimate Guide to Investor Targeting
Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach
August 14, 2023
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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.
April 11, 2023
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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.
March 17, 2023
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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.
January 13, 2023
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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
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Irwin's Guide to Investor Relations 101
A beginners guide to Investor Relations.
July 25, 2022
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How to Determine Your Ideal Investor Type
Determine right fit investors for your company
June 13, 2022
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State of the IRO
Learn more about what makes the IRO an integral part of your investor relations strategy.
May 16, 2022
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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
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Webinars & Videos
The IR Landscape With Irwin
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.
March 24, 2025
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The State of IR 2025 Webinar Recap
The IR landscape is changing—are you ready to lead the way? Join us for an exclusive webinar to uncover the findings from the 2025 State of Investor Relations survey. Hear from industry experts as they break down the trends shaping IR strategy and share actionable insights to help you stay ahead.
February 27, 2025
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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
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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.
October 14, 2022
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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
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