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Investor Communications and Outreach

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Blog Posts

How to Engage Investors in the Off-Season

If you think investor engagement only matters in the proxy season, think again! Learn about off-season investor engagement strategies

July 14, 2022
Investor Communications and Outreach
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The Lasting Impact of COVID-19 on Investor Relations

Think virtual investor meetings were just for COVID-19? Think again! Learn how to leverage a hybrid investor relations strategy

July 5, 2021
Investor Communications and Outreach
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Case Studies

Winning IR Podcast Episodes

S4E08 - Helene Dina from HD Strategies on Mastering Investor Days: Essential Strategies for Impactful Events

Helene Dina is the President and Strategy Partner at HD Strategies, a unique advisory practice that provides strategic planning and communications for high-growth companies. With over 20 years of experience in strategy, operations, investor relations, and digital transformation, she has served in senior roles at various firms, including as VP of Investor Relations at The Walt Disney Company. Helene works with clients to design bold growth strategies, shape their investment narratives, and create best-in-class investor communications programs. She holds an MBA from Harvard Business School and a Bachelor of Arts degree in Economics from the University of California, Berkeley.

October 22, 2024
Conferences & EventsInvestor Communications and Outreach
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S4E06 - Tiffany Willis from Starbucks on Owning the Narrative and Compelling Storytelling in IR

Tiffany Willis, CPA, is currently the Senior Vice President, Investor Relations at Starbucks, and leads the company’s financial communication strategy. She is a vibrant storyteller and accomplished speaker, recently delivering the commencement speech for Goizueta’s Master Diploma Ceremony at Emory University. Prior to her role at Starbucks, Tiffany held senior roles at companies such as Ingredion Incorporated, Fiserv, Time Warner, and EY.

August 20, 2024
Investor Communications and OutreachIR Careers
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S4E03 - Andrew Storm from Delta Airlines on Shifting Investor Bias: How to Transform Perception and Attract Investment

Andrew Storm is the Managing Director, Investor Relations at Delta. Before joining Delta, Andrew was the Vice President of IR at Secureworks. Before moving to the corporate side of IR, Andrew was the Managing Director at PJT Partners, but also brings over a decade of investment experience across equities and fixed income in his roles at Cortina Asset Management, Morgan Stanley Investment Management, and Lord Abbett.

July 9, 2024
Investor Communications and OutreachInvestor Targeting
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S4E02 - Deborah Belevan from Duolingo on Leading the Duo-logue: A Mission-Led Approach to Investor Communications

Deborah Belevan, IRC, CPA, is the Vice President of Investor Relations at Duolingo, the leading mobile learning platform globally. She is an accomplished IRO with extensive experience in IR and corporate communication, IPOs, accounting and finance, and sales and equity research. She is also an engaged community member, serving on the board of NIRI New York since 2018.

June 25, 2024
Investor Communications and OutreachIR Strategy
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S4E01 - Mark Hayes From Breakwater Strategy on How The Elevated IRO is Navigating The Future of IR

Mark Hayes is Partner and Head of Capital Markets Advisory, Investor and Geopolitical Intelligence at Breakwater Strategy, a strategic communications and insights agency that advises their clients on how to navigate change, crises, and complexities.

June 11, 2024
IR StrategyInvestor Communications and OutreachIR Careers
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S3E09 - David Calusdian from Sharon Merrill on Effective Communication for IROs and Executives

David Calusdian, President at Sharon Merrill Advisors, is an accomplished communicator with over 30 years of experience in advising and coaching clients through critical communications events, ranging from IPOs, executive transitions, M&A, and more.

February 20, 2024
Investor Communications and OutreachIR Strategy
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S3E07 - Elizabeth Librizzi from AllianceBernstein on Demystifying Buy-Side Corporate Access

Elizabeth Librizzi is currently the Chief Administrative Officer for Equities at AllianceBernstein, where she leads the global team that runs corporate, external research, and expert and vendor relationships. Previously, Elizabeth was the Head of Corporate Access, US at Credit Suisse, and spent over 16 years at Morgan Stanley in various roles, including institutional equity sales, commission management sales, and as their Head of Corporate Access - North America.

January 22, 2024
Investor Communications and OutreachEquity Research and Analyst Consensus Estimates
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S3E04 - Andrea Daley from Dentsply Sirona on Navigating IR Amidst Executive Transitions

Andrea Daley is the Vice President of Investor Relations at Dentsply Sirona, the world's largest manufacturer of professional dental products and technologies. Before joining Dentsply Sirona in 2021, Andrea spent nearly 20 years in finance roles at healthcare companies, including 15 years at Cardinal Health.

December 10, 2023
IR CareersIR StrategyInvestor Communications and Outreach
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S3E02 - Moira Conlon from Financial Profiles on Balancing Long-Term Value with Short-Term Success When Communicating With Investors

Moira Conlon founded Financial Profiles 15 years ago during a recession, which helped to form their belief that every company has a story to tell in good times and bad. She’s an influential and award-winning corporate governance and PR leader, and a frequent contributor to Forbes, CFO Magazine, and IR Magazine. Financial Profiles has a demonstrated track record of leveraging best-in-class communications practices to help its clients attract capital, talent, customers, and media attention.

November 13, 2023
Earnings and ValuationInvestor Communications and OutreachInvestor Targeting
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S2E05 - Mary Turnbull from Raymond James on Successful Corporate Access as an IRO

Mary Turnbull is the Managing Director and Head of Corporate Access at Raymond James, where she emphasizes collaborating with Investor Relations professionals to develop strategies for investor outreach and targeting. Mary is also partners with Capital Markets, Investment Banking, and Research professionals to build and source content for Raymond James-hosted general and sector-specific conferences, summits, symposiums, non-deal roadshows, and bespoke and industry experts. Before joining Raymond James, Mary served in various research, sales, and management roles at several sell-side investment banks, including Lehman Brothers, Deutsche Bank, and Salomon Smith Barney.

August 8, 2023
Conferences & EventsInvestor Communications and Outreach
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S2E03 - Gene Rubin from Rivel on Everything You Need To Know About Perception Studies

Gene Rubin is the President of Rivel, and has been with the company since 2000. He manages the overall growth of revenue and profitability of the firm while overseeing custom investor perception study projects for several dozen clients. Since joining the Rivel team, he has led 600+ investor perception study projects, advising senior management teams and boards in areas of strategic investor communications across all industries, with a heavier concentration in energy, materials, financials and industrials. Gene helped to create Rivel’s Executive Intelligence Council (now GuideLign) program and is also heavily involved in its research and programming processes. In addition, he has served as a mentor supporting the growth of Rivel’s consulting team since 2006.

July 10, 2023
Earnings and ValuationIR StrategyInvestor Communications and Outreach
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S2E02 - Investor Targeting In The Real World With Scott Einberger From JLL

Scott Einberger is an accomplished investor relations and finance professional with over 20 years of experience. He is currently the IRO at JLL and has extensive experience in the food and beverage, consumer staples, and hospitality industries, with strong knowledge of market dynamics and industry drivers.

June 19, 2023
Investor TargetingInvestor Communications and OutreachConferences & Events
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S2E01 - Rebecca Gardy From Campbell Soup Company on The IRO Blueprint For Leading Through Influence

Rebecca Gardy is the Senior Vice President and Chief Investor Relations Officer at Campbell Soup Company. She has extensive IR experience working at companies like Nike, Popeyes, Green Sky, and KPMG.

June 5, 2023
Investor Communications and OutreachIR StrategyIR Careers
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S1E09: Bridging the Gap Between IR & PR to Build Attractive Investor Brands with Fabiane Goldstein, Grayling

Fabiane Goldstein established herself as a reference in Strategic IR in Latin America, serving clients of all sectors and sizes in strategic projects, writing dozens of articles, hosting and participating in several webinars. She brings 20 years of experience in the financial markets and is an expert on Investor Relations, Corporate Communications, Sustainability/ESG & Integrated Reports and the power of Social Media in the capital markets.

April 17, 2023
Investor Communications and OutreachRetail InvestorsIR Strategy
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S1E08 - The Whole Picture: Involving Multiple Stakeholders in Investor Relations with Jeremy Cohen at Alight Solutions

Jeremy is Vice President of Investor Relations at Alight Solutions (SVP of Investor Relations at Edelman at the time of recording), and has worked closely with clients across numerous sectors, including financial services, industrials, consumer, healthcare and technology. Jeremy’s background includes special situations, M&A, ESG communications, crisis, public relations and investor relations, building the IR program at Gogo, and working as an equity analyst with Morningstar.

April 3, 2023
Equity Research and Analyst Consensus EstimatesInvestor Communications and OutreachIR Strategy
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S1E07 - IR Innovators: Creative Tactics for Standing Out and Engaging Investors with Alyssa Barry & Caroline Sawamoto, irlabs

Alyssa Barry and Caroline Sawamoto are both Principals and Co-Founders at irlabs. Each boasts over 15-years of investor relations and capital markets experience. An activist by nature, Alyssa has raised over $1 billion of capital, led some of Canada’s most successful activism campaigns, managed M&A transactions and enhanced board governance frameworks. Caroline has supported numerous financing activities, both public and private, and helped raise over $650 million of capital.

March 20, 2023
Investor Communications and OutreachIR StrategyIR Consultants
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S1E06 - IR on the Cutting Edge: Navigating Investor Relations in Emerging Industries With Leah Gibson, Cybin

Leah Gibson is a life sciences investor relations leader with nearly two decades of experience in corporate and shareholder communications, and business strategy development. She has worked with small-, mid- and large-cap publicly traded biotechnology companies in North America, including a $60B large-cap U.S. biotech focused on creating transformative medicines for serious genetic diseases.

March 6, 2023
IR StrategyInvestor Communications and OutreachRetail Investors
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S1E03 - Best Practices for Earnings Calls with Jason Fooks, iStar

Jason Fooks is Senior Vice President, Investor Relations and Marketing for both iStar Inc. (NYSE: STAR) and Safehold Inc. (NYSE: SAFE). In his tenure since joining iStar in 2006 and Safehold since its IPO in 2017, he was the recipient of IR Magazine’s award for Best Investor Relations by a Small-Cap Company. Jason also serves on the Company’s ESG advisory committee.

January 18, 2023
Earnings and ValuationConferences & EventsInvestor Communications and Outreach
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Ebooks & Guides

Webinars & Videos

Interview With Alliance Advisors

Interview With Alliance Advisors

Investor Relations continues to grow and evolve leading IR teams to adopt new practices and strategies to function at peak levels including identifying new pools of capital and effectively managing relationships.

March 2, 2021
Investor Communications and Outreach
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