In today’s episode of Winning IR, Mark Fasken sits down with Mary Turnbull, Managing Director, Corporate Access, Institutional Equity Sales at Raymond James.  With securing capital and building stronger relationships on the top of priority lists for issuers and IROs, Mary shares her best advice for IROs on navigating Corporate Access, how it works, and how to get more exposure to investors.  Listen to the full episode to learn more about How corporate access teams are structured and best...

In this episode of Winning IR, Mark Fasken sits down with Rodney Nelson—VP of Investor Relations at Twilio (Director and Head Of Investor Relations of Qualtrics at the time of recording).  Rodney shares his expert perspective on why IROs should have a solid understanding of their investor base, the importance of conducting an investor analysis, and further insights on the evolution of a public company’s shareholder base. Listen to the full episode to learn more about: How a company’s investor...

In this episode of Winning IR, Mark Fasken sits down with Gene Rubin, President of Rivel—the largest global perception study provider—to discuss how companies can gain competitive advantages by utilizing research, insight, and distinctive communications.  Gene talks about the insights and value a perception study can provide, what point IRO’s should consider conducting one, the value of hiring an outside firm, and more insights from his 20-plus year tenure at Rivel. In this episode, we...

In this episode of Winning IR, Mark Fasken sits down with Scott Einberger, Investor Relations Officer at JLL, to talk about how he approaches investor targeting and practical advice for IR teams looking to attract new investors. Scott shares his best advice and tips on building, prioritizing, and measuring his investor targeting efforts, and what advice IROs need to know when it comes to effective investor outreach and relationship building.  In this episode, we cover: How to build and...

In this new episode of Winning IR, Mark Fasken sits down with Rebecca Gardy, Senior Vice President and Chief Investor Relations Officer at Campbell Soup Company, to talk about how to lead through influence and foster stronger relationships with external and internal stakeholders.  Rebecca talks about the three most important skills for a successful IRO, the importance of trusted relationships between IR and internal stakeholders that create value for the whole organization, how IROs can build...

This episode of Winning IR explores the value and necessity in building a network of fellow investor relations professionals. Matt Brusch, President and and CEO at NIRI (National Investor Relations Institute in the USA) joins Mark Fasken to share his perspective on the uniqueness of the investor relations function and the importance of being able to connect with and learn from your peers.  Listen to the episode or read the transcript to learn more about: What are the challenges of learning...

This episode of Winning IR discusses the similarities and differences of investor relations and public relations. Fabiane Goldstein, Investor Relations Senior Director at Grayling, joins Mark Fasken to talk about the overlap between IR and PR and what IR professionals can do to maximize their investor brand. Listen to the episode or read the transcript to learn more about: How does IR relate to PR? What challenges arise when building an investor brand?Why is social media important for...

This episode of Winning IR explores what it means to implement a total stakeholder approach. Jeremy Cohen, Vice President Investor Relations at Alight Solutions (SVP IR and Financial Communications at Edelman Smithfield at time of recording), joins Mark Fasken to share his perspective on how a successful IRO must act as a hub to connect stakeholders to strategy.  Listen to the episode or read the transcript to learn more about: What is a “Total Stakeholder Approach”, and why is it...

This episode of Winning IR explores the innovative ways that modern companies are seizing the attention of institutional and retail investors. Alyssa Barry and Caroline Sawamoto, Principals and Co-Founders at irLabs, join Mark Fasken to share the tips and tricks they use to create value and interest for issuers. Listen to the episode or read the transcript to learn more about: How can IROs incorporate untraditional and creative elements into their IR programs?What makes for a compelling...

This episode of Winning IR explores the challenges faced by IROs and issuers in new and emerging industries. Leah Gibson, Vice President, Investor Relations & Strategic Communications at Cybin Inc., joins Mark Fasken to share her perspective from transitioning from a traditional biotech company to one developing treatments derived from psilocybin, a Schedule 1 Substance in the US. Listen to the episode or read the transcript to learn more about: The similarities and differences between ...

This episode of Winning IR explores what qualities and actions separate the top performing IROs from their counterparts, and how CEOs and CFOs determine the best candidate for their enterprise. Smooch Repovich Rosenberg, Founder and Chief Talent Innovator at Smooch Unplugged, joins Mark Fasken to share her learnings from over three decades as a human capital expert.  Listen to the episode or read the transcript to learn more about: What does the current career market look like for...

This episode of Winning IR highlights the challenges and benefits of building an in-house investor relations department from scratch. Brooks Rennie, Vice President, Head of Investor Relations at Byline Bank, joins Mark Fasken to share his experience in developing an investor relations department from the ground up. Listen to the episode or read the transcript to learn more about: What steps should you take to build a business’ IR function from scratch? What’s needed to get from day one to...

This episode of Winning IR discusses how to use your earnings call to strategically grow your audience and disseminate your company story. Jason Fooks, SVP of Investor Relations & Marketing, joins Mark Fasken to share the learnings from the nearly 100 earnings calls he’s done in his tenure. Listen to the episode or read the transcript to learn more about: Why are earnings calls so important, and how can IR teams make the most of them?Why and how IROs can grow the audience for earnings...

This episode of Winning IR discusses what activist preparedness looks like in a public company, and how companies can strategically navigate an activist situation. Michael Verrechia,  Managing Director of the M&A and Activism Advisory Group at Morrow Sodali, shares his perspective on how he has helped clients develop the skills and tools they need to defend their board seats. Listen to the episode or read the transcript to learn: What should IR teams be on the look out for in terms of...

This episode of Winning IR discusses the most common questions IROs have about ESG and its practice. Victoria Sivrais, Partner at Clermont Partners, joins Mark Fasken to discuss the guidance she gives her clients on the implementation and best practices of ESG and disclosures. Listen to the episode or read the transcript to learn more about: How do we improve our current ESG ratings?Which ESG Questionnaires should we focus on?How do I get my company on board [with ESG]? How do I get the...

There’s an inspirational community of professionals working in investor relations, but so few opportunities to learn from our peers and hear about their stories, their challenges, and their triumphs.  Investor relations has changed drastically since the coining of the term by General Electric in 1953. Today’s IROs need to foster deep relationships with the investment community, act as strategic advisors to the management team, become experts in ESG and corporate governance, all while...