Winning IR

The Small-Mid-Cap landscape has changed drastically in recent years, and targeting is a key concern for companies looking to reduce stock volatility, build new relationships, and grow their company. In this episode of Winning IR, Mark Fasken sits down with Jonathan Paterson to discuss how mid-cap companies can build effective targeting and outreach strategies. Listen to the full episode to learn m...

Over the last few years, IR teams are increasingly becoming more proactive with buy-side engagement due to regulatory requirements and an evolution in standard practices in corporate access. During this evolution, it's become clear that there is some mystery surrounding buy-side corporate access and how IRO’s can begin to leverage these teams to benefit their outreach and relationships. In th...

Managing an IPO is, without a doubt, a career-making transaction for an IRO. On this episode of Winning IR, Mark Fasken and Catherine Buan, Investor Relations at Asana, discuss what IR practitioners who find or want to find themselves in the seat to lead a company through their go-public transition.  Catherine is an industry veteran and has managed IPOs for some of the biggest tech companies in th...

In this episode of Winning IR, Mark Fasken and Patricia Cruz, Senior Manager, Investor Relations at Etsy, Inc, talk about her experience transitioning into an in-house role from a previous consulting career, and what it takes to be a next-generation IRO. Patricia shares her best advice for finding the path that will bring you the most success in your IR career, getting exposure and building your n...

IR is a busy and sometimes chaotic role at any public company. IR teams carry the weight of relationships that can impact a company's performance in the public markets, and managing, maintaining, and growing those relationships requires constant care. The role becomes even more critical when a company dominates the headlines. In today’s episode, Mark Fasken sits down with Andrea Daley, Vice P...

One of the topics we often hear within the IR community is how to earn a seat at the strategic table. On this episode of Winning IR, Mark Fasken and Adam Borgatti, Senior Vice President, Corporate Development and Investor Relations at Aecon Group, talk about what it takes to expand your scope of responsibility as an IRO, and how to take your leadership to the next level.  Adam has held multiple se...

The earnings cycle can sometimes force a focus on communicating short-term results and strategies with the investment community. This can sometimes prevent issuers from sharing their companies' long-term vision and strategy effectively. So how can you ensure that your vision is understood?  In this episode of Winning IR, Mark Fasken and Moira Conlon, Founder, and CEO of Financial Profiles, ta...

A foundational component to your success as an IRO is your ability to effectively build relationships and engage the C-Suite. This is no small task, as senior stakeholders tend to have varying priorities, appetites for information, and bandwidth. In today’s episode of Winning IR, Mark Fasken and Kendra Brown sit down to discuss her twenty-four-year career at FactSet, what she brought to IR from he...

ESG remains high on the priority list for investor relations, but what does that mean to your everyday workflows? In this episode of Winning IR, Mark Fasken and Jordyn Eskijian, Program Manager, Investor Relations & ESG at H&R Block, sit down to talk about aligning purpose and performance through ESG to add shareholder value and create positive impact..  Listen to the full episode to learn...

Starting a new role is stressful for any professional. It’s been proven that making a career change is one of your life’s most stressful events. With IR being such a critical function within a company, and with limited resources and increasing responsibility, the pressure to succeed and provide value early on is paramount.  In this episode of Winning IR, Mark Fasken and Luke Wyse, Senior Vice Pres...

The sometimes adversarial nature between Corporate IR and the Sell-Side can result in some unknowns when it comes to building strong and mutually beneficial relationships between IROs and sell-side analysts. In this episode of Winning IR, Mark Fasken sits down with Megan McGrath, Senior Vice President of Investor Relations at Cushman & Wakefield. Megan's insights are incredibly valuable f...

In today’s episode of Winning IR, Mark Fasken sits down with Alex Jorgensen, Managing Director and Head of IR at Prosek Partners to talk all things IPO.  Navigating an initial public offering is no small feat, with many moving pieces and requirements to successfully launch a company into the public markets. Alex has advised on over 35 go-to-market transactions and shares his experience, best pract...

In today’s episode of Winning IR, Mark Fasken sits down with Chris Mayo, CFA, the Head of Primary Markets, Americas, at the London Stock Exchange Group (LSEG).  As companies in North America continue to seek out capital in the public markets, expanding access to capital through an international listing can provide opportunities from some of the deepest pools of capital in the world.  Chris shares...

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.  Liste...

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 com...

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...

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...

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 betw...

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...

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...

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...

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 incorp...

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 th...

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...

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...