IR in Focus

In this episode of IR in Focus, host Carmen Lilly dives deep into the dynamic world of investor activism with expert John Karageorge, Executive Director at S&P Global who leads our Activist Defense Surveillance Group. Together, they explore the evolving landscape of activist campaigns, discussing trends, strategies for engagement, and the importance of proactive shareholder communication. John sha...

Welcome to another episode of "IR in Focus" with your host, Carmen Lilly. In this episode we're diving deep into the evolving world of retail investment behavior and engagement strategies. Joining us is Tom Bruni, the Editor in Chief and VP of Community at Stocktwits, the largest social media platform for retail investors. In this episode, we explore how retail investors have transformed from mere...

Welcome to this insightful exploration of Investor Relations through the lens of Jennifer Como, the head of IR at Visa. In this engaging discussion, we delve into the multifaceted world of IR, where finance, communication, and strategy converge to shape corporate narratives and foster investor engagement. Jennifer shares her unique career journey, the challenges and rewards of leading IR at a glob...

In this episode of "IR in Focus," host Carmen Lilly welcomes Kiley Rawlins, Senior Vice President of Investor Relations at Ulta Beauty. The discussion explores the intersection of investor relations, corporate strategy, and messaging, particularly in the dynamic beauty retail market. More S&P Global Content: It All Starts With Data Webinar: The Expanding Reach of Investor Relations S&P Global Rese...

In this episode of "IR in Focus," host Carmen Lilly engages in a thought-provoking discussion with Nithya Das, GM of the governance business and chief legal officer at Diligent. Together they explore the evolving relationship between corporate boards and C-suite executives and key themes, including the shifting priorities for boards in 2025, such as focusing on growth opportunities, CEO succession...

AI is evolving, how is your corporation preparing? In this episode of IR in Focus, host Carmen Lilly is joined by Eric Hanselman,   Chief Analyst, Data and Research for S&P Global Market Intelligence. Tune in to discover emerging themes in AI and recommendations for corporations to navigate this rapidly evolving landscape.   More S&P Global Content: S&P Issuer & IR Solutions Next in Tech: Ep. 203...

In this episode of IR in Focus, host Carmen Lilly is joined by Ph. D. Economist and Independent Economic Policy Consultant Economist Kathryn Edwards. From emerging trends and themes, to practical tips on managing your workforce, listen in to hear an insightful discussion on the economics of labor and what corporations should prepare for in 2025. More S&P Global Content: S&P Issuer & IR Solutions R...

In this episode of IR in Focus, host Carmen Lilly and special guest Michaella Gallina explore best practices and approaches to investor communication. Listen in for a lively discussion on how to align messaging with a corporation's long-term vision, tips on how to manage shareholder and C-Suite expectations and how to adapt in a constantly changing financial landscape.   More S&P Global Content: I...

In this episode of IR in Focus, host Carmen Lilly sits down with Melissa Otto, Head of TMT research at Visible Alpha, to discuss the evolving landscape of broker relationships, managing investor communications, and maintaining consistent messaging in the world of investor relations. More S&P Global Content: IR & Issuer Solutions Webinar Replay: From Noise to Knowledge: Mastering Earnings Season an...

In this episode, host Carmen Lilly is joined by the CMO of GlobalMeet, Trent Waterhouse, to dive into the evolving landscape of virtual events in investor relations. We explore trends and themes in virtual event hosting, address challenges faced by companies in planning, coordination and execution, and how data analytics have become essential to measuring success. The conversation also touches on...

In this episode, host Carmen Lilly is joined by Chris Williamson, Chief Business Economist at S&P Global Market Intelligence for a discussion on macroeconomic conditions and outlook, with insights on how the Investment Manager Index measures and forecasts investor sentiment and what these signals mean for businesses and corporations.   More S&P Global Content: Investment Manager Index : A forward-...

Join host Carmen Lilly in an insightful discussion on sustainability regulatory developments and industry initiatives with Michael Taschner, Executive Director at S&P Global Market Intelligence. Tune in to hear expert opinions on best practices and sustainability strategies that will play outsized roles in shaping the future of financing and investment. Credits: Host/Author: Carmen Lilly Guest:  M...

In this episode we explore the impact of investor activism on corporations and strategies for navigating this increasingly prevalent phenomenon. Guest speakers, John Karageorge (S&P Global) and Craig Wadler, (Moelis & Company) are experts in corporate governance and shareholder engagement, and offer valuable insights into how corporations can effectively respond to investor activism and leverage i...

Thinking about reworking your corporation's capital allocation strategies? Host Carmen Lilly sits down with, Christopher Stroh, Executive Director at S&P Global and head of the Situational Analytics team,   to take a closer look at the dynamic nature of capital allocation decisions, how they are shaped by a multitude of factors ranging from economic conditions to stakeholder expectations, and the...

In a world, where AI is ostensibly at everyone's fingertips and has largely gone from buzzworthy to saturated - gain a clearer perspective for your IR program. Host Carmen Lilly sits down with colleague, Daniel J. Sandberg, a thought-leader at the intersection of data science, finance, and mathematics for an engaging, fresh take on Artificial Intelligence or "AI". Their conversation unveils AI ori...

In this final episode of 2023, host Carmen Lilly is joined by Lindsey Hall, Head of Thought Leadership at S&P Global Sustainable1 and co-host of the ESG Insider podcast. Together they discuss the pace of progress, with insightful dialogue on the outcomes from COP28 (the United Nations' 28th Conference of the Parties on Climate Change). Their discussion explores sentiments heard from global stakeho...

In this episode, host Carmen Lilly is joined by fellow podcast host, of Street Talk, Nathan Stovall. Carmen and Nathan's discussion dives into a brief recap of the year, including major events within the banking sector and the implications for investors, they unpack capital markets forecasts for 2024 - with insights on whether economic conditions will stabilize and broader valuation expectations.

In this episode, host Carmen Lilly takes a closer look at retail investors, how they behave, and their strengths and explores top tips for engaging with this diverse investor base. Carmen is joined by special guest, Matt Joanou, CEO and co-founder of Stakeholder Labs. Their conversation dives into institutional investors' relationship with the retail investor community, and what opportunities exis...

In this episode, host Carmen Lilly explores effective engagement with investors, from shareholder composition to industry trends and post-pandemic shifts in investor behaviors and regulatory requirements. Carmen is joined by two esteemed guests from the Investment Research Firm, Edison Group, Neil Shah, Executive Director of Content & Strategy, and Patrick Yau, Managing Director of Strategic Inves...

Host Carmen Lilly dives into the career pathways of Gen Z IROs. Generation Z is currently the largest generation on Earth. This episode's Special guest was recently honored by the  National Investor Relations Institute in their  "Rising Leaders Under 40" . Miranda Villavecencio, Investor Relations Analyst at Ball Corporation and Co-Sponsorship Chair for the Rocky Mountain Chapter of the National I...

Back from a short June break, host Carmen Lilly dives into top predictions and market trends with a macroeconomic recap of the first half of 2023, taking a look at top-of-the-year predictions, with a look back at our 2023 Big Picture Investor Relations Outlook. Carmen is joined by colleague, Chris Blake, Executive Director of Advisory Innovation and Technology, who has a breadth of experience work...

In this episode, host Carmen Lilly dives into communication strategies and explores emerging technologies leveraging Natural Language Processing and AI. Whether you are communicating earnings results, risks, or the pathway to profitability, keeping your message clear, concise and tailored to your audience is an essential skill for an IRO. Marc Dreschler, Senior Principal at management consulting f...

Host Carmen Lilly explores investor activism trends, themes, and key developments that are shaping the landscape for IROs, with insights on what to expect for 2023 and best practices to navigate the year ahead. In this fourth episode, Carmen is joined by her colleague, Ken Shimokawa, Director of the Financial Institutions Desktop, and special guest Jack Spinks, Head of Investor Relations at Zymewo...

Host Carmen Lilly follows up on her compelling Sustainability and Governance Regulations Deep Dive episode with two well-versed speakers to discuss sustainability disclosures, including how to communicate via reporting, plus essential insights on effectively communicating an ESG strategy to craft and deliver an organization's story accurately to the market.

Host Carmen Lilly explores emerging sustainability regulations, with outlooks on the implications of climate-related requirements on capital markets, from special guest Andreas Posavac, Head of Corporate Governance, Sustainability, and M&A. Together they explore the proposed rules and actionable insights to best plan for climate-related standardized reporting measures.