Winning IR

At a company as large and complex as Pfizer, investor relations isn't just about answering questions. It's about architecting a story that works for a PhD and a generalist in the same room. In this episode of Winning IR, Mark Fasken speaks with Francesca DeMartino, Chief Investor Relations Officer at Pfizer, about what it takes to run a world-class IR program inside one of the most scien...

Having the world's most famous brand behind you is a head start. Not a strategy. In this episode of Winning IR, Mark Fasken speaks with Sarah Willett, Head of IR and Corporate Strategy at Coca-Cola Europacific Partners, about what it takes to build a rigorous, credible investment case when your company spans 31 markets, 90 factories, and one of the most iconic consumer brands on the planet. ...

The rules of investor engagement are being rewritten — and the IROs who see it coming are the ones getting ahead. In this episode of Winning IR, Mark Fasken speaks with Samir Jain, a seasoned IR advisor with two decades of experience as a buy-side investor and IRO, about what it takes to communicate a compelling story when your company operates at the frontier of emerging technology. Drawing on hi...

IR professionals are expected to do far more than communicate — they're expected to lead. In this episode of Winning IR, Mark Fasken speaks with Soham Bhonsle, Head of IR and FP&A at Compass, about what it takes to tell a compelling story when your company sits at the intersection of two very different investor worlds: real estate and technology. Soham shares how his decade-long career as...

What does it take to run investor relations for one of the most recognized brands in America — a company that's been public for nearly 150 years, serves tens of millions of customers, and is under constant scrutiny from investors, regulators, and the public alike?  Today's guest, Brett Feldman, has the answer. As Senior Vice President — Investor Relations and Treasurer at AT&T, Brett...

In this episode of Winning IR, Mark Fasken sits down with Jack Riehemann, Head of International Investor Relations at Robinhood, to explore the company’s remarkable surge in international investor interest. Jack shares how Robinhood’s global mission, product expansion, and disciplined execution have attracted investors from Europe, Asia, and beyond—even as the company’s revenues remain largely US-...

In today's increasingly globalized financial markets, international investor engagement is more important than ever. In this episode of Winning IR, Mark Fasken sits down with Craig Marks, Head of Investor Relations at Sandoz, to discuss the practical realities of planning and executing successful international roadshows. Drawing on two decades of experience across major pharma companies, Crai...

In today’s increasingly globalized investment landscape, North American companies are looking beyond domestic borders to grow their investor base. In this episode of Winning IR, Mark Fasken speaks with Damian Perry, co-founder of Phoenix IR, about the unique challenges and opportunities of investor relations across Europe. Damian shares his decades of experience advising North American companies o...

In the rapidly evolving Middle Eastern capital markets, investor relations professionals face unique opportunities and challenges. In this episode of Winning IR, Mark Fasken sits down with Salwa Gradl, Head of Investor Relations at du, to explore the current state of IR in the region and how global capital is being attracted amid ambitious national strategies like UAE Vision 2031.  Salwa shares he...

In today's global investment landscape, a compelling equity narrative is essential for attracting international investors. In this episode of Winning IR, Mark Fasken sits down with Karen Bodner of BNY to discuss findings from BNY's recent global investor study and what truly makes an equity story resonate across borders. Karen shares insights from interviews with 40 investors managing $2...

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In today's complex energy sector, effective communication is crucial for investor relations professionals. In this episode of Winning IR, Mark Fasken speaks with Danielle Collins, Senior Investor Relations Director at Shell, about how to successfully communicate complex technical information to diverse investor audiences. Danielle shares her expertise in adapting communication strategies and...

Video is transforming how companies communicate with investors and stakeholders. In this episode of Winning IR, Mark Fasken sits down with Ken Goff, Head of IR at Vimeo, to explore the evolving role of video content in investor relations. Ken shares his journey from a traditional IR approach to embracing innovative digital communication methods, drawing from his experience at companies like Facebo...

In this special episode of Winning IR, co-founders Mark Fasken and David Whyte discuss Irwin's recent acquisition by FactSet and reflect on the company’s evolution from a startup addressing gaps in IR technology to becoming a leading player in the space. The conversation offers unique insights into the founding story, growth journey, and strategic rationale behind the acquisition. Listen to l...

About the Episode In this episode of Winning IR, Mark Fasken sits down with Zane Keller, Head of Investor Relations at Affirm, to discuss how his decade-long experience as a buy-side investor in global financial services companies has shaped his approach to IR. Zane shares how his understanding of investor priorities has influenced his strategies for effective communication and engagement with the...

About this episode Investor days are crucial events for companies to showcase their strategic vision and build trust with the investment community. In this episode of Winning IR, Mark Fasken sits down with Helene Dina, President and Strategy Partner at HD Strategies, to discuss best practices for planning and executing impactful investor days. Helene shares her extensive experience in strategy, op...

About the episode Your time as an IRO helps instill skills that can set you up for a successful transition into executive leadership. In this episode of Winning IR, Mark Fasken sits down with Michaella Gallina, Chief Financial Officer at Wave, to discuss how her time in investor relations, investment banking, and on the buy-side helped to develop the necessary skills and position her to take on th...

IR is about more than just numbers–what turns an IR program from good to great is the ability to transform the numbers into narrative. In this episode of Winning IR, Mark Fasken sits down with Tiffany Willis, Senior Vice President of Investor Relations at Starbucks, to discuss the art of storytelling in investor relations. Tiffany shares insights from her extensive experience in IR and offers advi...

Retail investors are on the rise–both in volume and in assets, so how should IR teams approach their retail investor strategy? And should all public companies engage and mobilize their retail audience? In this episode of Winning IR, Mark Fasken sits down with Jeff Lambert, CEO and Founder of TiiCKER, an innovative software company that enables companies to engage, verify, and reward consumer share...

We see a lot of discussions and questions about how to build an IR program from the ground up–especially one that is adaptive and built for long-term success. In this episode of Winning IR, Mark Fasken sits down with Samantha Hilson Sandler, Head of Investor Relations at SpringWorks Therapeutics, about her experience building an IR program from the ground up. Samantha shares insights from her dive...

Few industries experience the volume of existential events, personal biases, and complexities as the airline industry. Shifting bias, transforming the narrative, and thinking creatively for investor relations in these industries is paramount to successful IR. In today’s episode of Winning IR, Mark sits down with Andrew Storm, Managing Director of Investor Relations at Delta to discuss the challeng...

With the ever-changing landscape of investor relations, having a mission-led corporate culture can drive more innovative and successful investor relations programs. In this episode of Winning IR, Mark Fasken sits down with Deborah Belevan to discuss how the company’s dynamic and mission-driven culture has impacted its award-winning investor relations program. From earnings calls to shareholder let...

For IROs, it is more important than ever to understand strategic trajectory, market position, and risk management for their companies. In today’s episode, Mark Fasken sits down with Mark Hayes, Partner and Head of Capital Markets Advisory at Breakwater Strategy, to discuss the evolving role of the elevated IRO, the significance of collaboration across functions for effective IR. and how IR can use...

With shareholder activism rates continuing to rise and defense strategies becoming more complex, how can IR and management teams be better prepared for activist situations? In this episode of Winning IR, Kiley Rawlins, Vice President - Investor Relations at Ulta Beauty, draws on her 25 years of experience in IR and shares insights on activism readiness and how investor relations officers should pr...

While the content of your message has a large impact on how well your company is understood by investors and analysts, how you deliver your message can carry equal weight. In this week’s episode of Winning IR, Mark sits down with David Calusdian, President at Sharon Merrill Advisors. They discuss how developing your presence and communication skills can benefit IROs and Executives alike. Listen to...