Topics

Shareholder Monitoring

Blog Posts

Why You Should Track Your NOBO Shareholders

Beneficial owners can be a blackhole in your shareholder data, but they don't have to be. Learn why and how to track NOBO shareholders.

August 23, 2021

Case Studies

Winning IR Podcast Episodes

S4E05 - Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors

Jeff Lambert is the Founder & CEO of TiiCKER, an intelligent software platform that engages, verifies, and rewards individual investors through integrated content, shareholder rewards, and zero-commission training. Jeff is also the CEO of Lambert, a national public relations, investor relations, and marketing services firm based in Michigan.

August 6, 2024

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

S2E04 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder Base

Rodney Nelson—VP of Investor Relations at Twilio—is a senior finance leader in the technology sector with experience spanning enterprise software and internet businesses. Since June of 2020, Rodney has been a Board Member and Sponsorship Committee Chair of the Boston Chapter of the National Investor Relations Institute (NIRI Boston). Rodney brings a data-driven approach to building out core functions and processes that span finance and cross-functional initiatives, including partnering with both executive leadership and boards on strategic priorities. His tenure has helped him obtain a deep expertise in corporate strategy, equity and debt fundraising, public offerings, investor relations, financial and strategic planning, financial accounting and SEC reporting.

July 24, 2023

S1E02 - Winning the Battle for the Boardroom - Navigating the Do's and Don'ts of Proxy Fights with Michael Verrechia, Morrow Sodali

Michael Verrechia is Managing Director of the M&A and Activism Advisory Group at Morrow Sodali. With 20 years of experience, Mike provides strategic counsel in matters of shareholder activism in contested director elections, mergers and acquisitions, corporate governance, and proxy solicitation.

January 17, 2023

Ebooks & Guides

Webinars & Videos

How Do You Achieve an Optimal Shareholder Base

How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can optimize their shareholder base.

October 17, 2022