Investor Relations Resources

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Access articles, videos, guides, and podcasts outlining the latest trends and best practices in investor relations and capital markets, including how to connect with investors, what technology you need to succeed in IR, and how to best communicate with your shareholders.

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Introducing Irwin Assistant Summaries: Investor Relationship Insights Powered by AI

Irwin Assistant Summaries: The AI-powered meeting prep solution to synthesize and analyze historical activity notes in your IR CRM.

July 11, 2024
Announcements, News, and Product Updates
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Boldly Forward: Introducing Our New Brand

Our new brand isn't just a new look. It’s a renewed promise to support you with the boldness, focus, and collaboration that defines Irwin.

June 5, 2024
Announcements, News, and Product Updates
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Irwin Advances Trust and Security Measures with SOC 2 Type 2 Certification

Irwin announces its successful achievement of the Service Organization Control (SOC) 2 Type 2 certification.

November 29, 2023
Announcements, News, and Product Updates
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Irwin places No. 26 on The Globe and Mail's fifth-annual ranking of Canada's Top Growing Companies

Irwin places No. 26 on The Globe and Mail's fifth-annual ranking of Canada's Top Growing Companies, ranked for the third consecutive year.

September 29, 2023
Announcements, News, and Product UpdatesAccolades
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The Most Important Skills for Success in IR (and How to Develop Them)

Building a career in IR requires a combination of education, experience, and developing critical skills. Learn more from Rebecca Gardy:

June 27, 2023
IR CareersGoals, KPIs, and Reporting
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Community, Learning, Networking, and Career-Building Come Together at NIRI Annual 2023

Throughout NIRI Annual, our team connected with the IR community in person and heard varying perspectives on important IR issues.

June 22, 2023
Announcements, News, and Product Updates
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How Irwin is Supporting and Celebrating the 2SLGBTQ+ Community this Pride Month

Here are several ways Irwin is celebrating and upholding our values of diversity and belonging—while fostering an inclusive workplace. 

June 13, 2023
Announcements, News, and Product Updates
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How to Streamline Client Management and Enhance Investor Engagement

Expert IR consultants review their best practices for streamlining client management and earning investor engagement in their IR practices.

June 2, 2023
IR ConsultantsGoals, KPIs, and Reporting
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Irwin Earns SOC 2 Type 1 Certification, Reinforcing our Commitment to Security and Trust

Irwin has earned a SOC 2 Type 1 Certification, demonstrating our commitment to security and trust.

May 24, 2023
Announcements, News, and Product Updates
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How to Involve Multiple Stakeholders in Your Investor Relations Strategy

Unsure how to involve stakeholders across your company in investor relations? Learn more about why you need a total stakeholder approach.

April 21, 2023
IR StrategyGoals, KPIs, and Reporting
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The Habits of High-Performing IROs and How to Build a Career in Investor Relations

Investor Relations Officers are key strategic players. Learn what qualities separate the top-performing IROs from their counterparts.

March 31, 2023
IR CareersGoals, KPIs, and Reporting
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Embracing Equity - Paving the Path to an Equitable Future for Women in IR

How can we build a more equitable future for women in IR and capital markets? Read on to learn more.

March 20, 2023
IR CareersESG
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The 6 Most Frequently Asked ESG Questions (and an Expert's Answers)

Victoria Sivrais from Clermont Partners answers the 6 big questions about ESG that IROs need answered. Read more or download our ESG guide.

January 24, 2023
ESG
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Going Public Vs. Staying Private: Understanding When The Time Is Right

The timing of your IPO can be a crucial factor in its success. So how do you know when the rime is right? Here's what you need to know:

December 21, 2022
IPOEarnings and ValuationIR Strategy
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NIRI Designates Irwin as an Approved Professional Development Unit Provider

We are pleased to announce that NIRI has designated Irwin as an Approved Professional Development Unit Provider for education in IR.

November 22, 2022
Announcements, News, and Product Updates
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Irwin Named one of Canada's Companies-to-Watch in Deloitte's Technology Fast 50TM Program

We're pleased to announce Irwin was named one of Canada's Companies-to-Watch in Deloitte's Technology Fast 50TM Program for 2022.

November 16, 2022
Announcements, News, and Product UpdatesAccolades
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Going Public Versus Staying Private: Risks And Benefits Every Business Leader Should Consider

There are risks to going public, but there are benefits too. Learn the differences between public and private companies executives must know

November 15, 2022
IPOEarnings and Valuation
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Can Investor Relations Teams Overcome IR Debt?

Growth at all costs is tempting, but is it the best way to build your IR strategy? Learn how to overcome IR Debt for long term gains.

September 27, 2022
Capital MarketsIR Strategy
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Irwin Recognized as a Best Workplace for Financial Services & Insurance by Great Place to Work Canada

Irwin Recognized as a Best Workplace for Financial Services & Insurance by Great Place to Work Canada. Learn more about our amazing fintech!

September 27, 2022
Announcements, News, and Product UpdatesAccolades
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Irwin places No. 25 on The Globe and Mail's fourth-annual ranking of Canada's Top Growing Companies 2022

Learn why The Globe and Mail's Report on Business counts Irwin among Canada's top growing companies for the second consecutive year.

September 23, 2022
Announcements, News, and Product UpdatesAccolades
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Everything IROs Need To Know About Conference Season

Don't let conference season overwhelm you! Learn how Irwin customers are streamlining conference prep with our database and IRM.

August 18, 2022
Conferences & Events
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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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Irwin Recognized as a Best Workplace for Professional Development by Great Place to Work Canada

Irwin has been recognized by Great Place to Work as one of the Best Workplaces for Professional Development in Canada. 

June 27, 2022
Announcements, News, and Product UpdatesAccolades
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Irwin Named Top Performer in Investor Relationship Management by G2 Summer 2022

We're thrilled to once again be recognized as a high performing investor relations tool with high quality customer support on G2 Reviews.

June 23, 2022
Announcements, News, and Product UpdatesAccolades
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How To Determine Your Peers And Conduct An In-Depth Industry Analysis

Learn How To Determine Your Peers And Conduct An In-Depth Industry Analysis For A Competitive Edge in Your Investor Relations Strategy.

May 24, 2022
IR Strategy
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How Your Stock Price Can Affect Your Company’s Operations (And Not Just Your Shareholders)

Not sure how volatility affects your business? This article explore the ways in which your share price can affect your company.

April 8, 2022
Earnings and ValuationCapital Markets
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How to Determine Your Ideal Investor Type

There’s no universal “perfect investor”, but there are ways to narrow down YOUR perfect investor. Learn how to find your ideal investor:

April 4, 2022
Investor TargetingIR Strategy
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7 Tips for a Successful Investor Day

Investor Days are a valuable way to connect with the Street. These tips will help ensure your next investor day is a success.

March 4, 2024
Conferences & EventsIR Strategy
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The Art and Science of Investor Targeting

Investor targeting is as much an art as it is a science. Learn how to hone in on new investors with Irwin's innovative targeting funnel.

February 8, 2022
Investor TargetingIR Strategy
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How to Measure ROI of Investor Relations Software

Is your investor relations software earning you money, or just costing you? Learn how to calculate the ROI of investor relations software.

December 14, 2021
Goals, KPIs, and ReportingIR Strategy
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How and Why to Request Entitlements for your Research and Estimates

Requesting entitlements and ensuring you have a robust level of access to research can be time consuming, so we streamlined the process.

November 16, 2021
Equity Research and Analyst Consensus Estimates
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How to Enhance Your Investor Targeting Efforts

Enhancing your investor targeting efforts is critical when it comes to planning your investor relations strategy.

November 1, 2021
Investor TargetingIR Strategy
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How to Choose an IR Website Provider

Your IR website is your digital ambassador to investors all over the world. Learn how to elevate your IR website for the modern investor.

October 6, 2021
Investor Relations Websites
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How to Plan a Hybrid Virtual / In-Person Roadshow

Getting back on the roadshow routine? Consider a digital hybrid roadshow as well to expand your reach with investors around the world.

October 5, 2021
Conferences & EventsIR Strategy
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Why You Should Track Your NOBO Shareholders

Beneficial owners can be a blackhole in your shareholder data, but they don't have to be. Learn why and how to track NOBO shareholders.

August 23, 2021
Shareholder MonitoringRetail Investors
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Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up

It's easier than ever to build your own investor relations program, even if you're just one person. Learn how to take the reins of your IR.

February 6, 2023
IR StrategyGoals, KPIs, and ReportingInvestor Targeting
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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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S4E07 - Michaella Gallina from Wave on The Path to CFO: Leveraging IR Skills for Leadership Roles

Michaella Gallina is the Chief Financial Officer at Wave and the Vice President of Investor Relations, ESG, and productivity at H&R Block. Before taking on the CFO role, she built an impressive track record in investor relations, managing through acquisitions, activist investors, and restructuring. She was previously a consumer and technology analyst on the buy side and worked in investment banking.

IR Careers
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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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S4E05 - Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors

Jeff Lambert is the Founder & CEO of TiiCKER, an intelligent software platform that engages, verifies, and rewards individual investors through integrated content, shareholder rewards, and zero-commission training. Jeff is also the CEO of Lambert, a national public relations, investor relations, and marketing services firm based in Michigan.

August 6, 2024
Retail InvestorsShareholder Monitoring
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S4E04 - Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success

Samantha Hilson Sandler is the Head of Investor Relations at SpringWorks Therapeutics, a commercial stage biopharmaceutical company applying a precision medicine approach to developing and delivering life-changing medicines for people with severe rare diseases and cancer. Prior to SpringWorks, Samantha was a Vice President at Blackstone. Samantha started her career in Healthcare Corporate Banking at Bank of America Merrill Lynch.

July 23, 2024
Goals, KPIs, and ReportingInvestor TargetingIR Strategy
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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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S3E10 - Kiley Rawlins from Ulta Beauty on How to Effectively Prepare For and Manage Shareholder Activism

Kiley Rawlins has over 25 years of investor relations experience and is currently the Vice President - Investor Relations at Ulta Beauty. She has developed and led investor relations for Fortune 500 companies such as The Michael’s Companies, Family Dollar Stores, and Dollar General.

March 4, 2024
Shareholder ActivismShareholder MonitoringIR Strategy
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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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S3E08 - Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies

Jonathan Paterson is the founder and managing partner of Harbor Access Investor Relations and has three decades of buy-side, sell-side, and consultative experience. He has worked with both the buy and sell side at firms such as RBS, HSBC, and JP Morgan, as well as running several successful Corporate Access desks during his career. Jonathan is a regular contributor to IR Magazine and the global IR community.

February 5, 2024
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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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S3E06 - Catherine Buan from Asana on What IROs Need to Know About Going Public

Catherine Buan is an award-winning IR executive with over 20 years in the tech industry and currently leads IR at Asana. Catherine’s experience spans several blue-chip Silicon Valley firms, including Oracle, Ariba, SAP Business Objects, DocuSign, AppDynamics, Okta, and Lyft. Catherine has been a part of several IPOs during her career, including Lyft, DocuSign, and Ariba.

January 8, 2024
IPOIR Strategy
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S3E05 - Patricia Cruz from Etsy on Building a Next-Generation IR Career

Patricia serves as Senior Manager, Investor Relations at Etsy, Inc. where she helps build and execute the company's IR program. She is also part of the National Investor Relations Institute Board of Directors and recently served as VP of Programs in NIRI’s NextGen Committee.

December 18, 2023
IR Careers
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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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S3E03 - Adam Borgatti from Aecon on How to Expand Your Scope of Responsibility as an IRO

Adam Borgatti, CFA, CPIR, is Senior Vice President, Corporate Development and Investor Relations at Aecon Group. Prior to joining Aecon in 2009, Adam held leadership roles in the financial industry, including Vice President, RBC Capital Markets, Vice President, Investor Relations, at Scotiabank, and Vice President, National Bank Financial.

November 27, 2023
IR Careers
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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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S3E01 - Kendra Brown from FactSet on How IR Can Become a Strategic Partner to the C-Suite

Kendra Brown is currently the SVP, Senior Director, Banking & Sell-Side Research at FactSet, a leading global financial digital platform and enterprise solutions provider. Kendra’s tenure at FactSet has spanned over two decades, including extensive experience in product management for the company, Chief of Staff, and prior to her current role, as the SVP and Head of Investor Relations. Kendra is an accomplished operational and strategic partner in the company, who’s work has helped to contribute to FactSet’s growth and innovation.

October 30, 2023
Goals, KPIs, and ReportingIR Strategy
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S2E10 - Jordyn Eskijian from H&R Block on Aligning Purpose and Performance Through ESG

Jordyn Eskijian is currently the Program Manager, Investor Relations & ESG at H&R Block. Prior to her current role, Jordyn held various financial, accounting, and data science roles within the company. Jordyn was recently named to NIRI’s Rising Leaders Under 40 list, and is the Programs Chair of the Kansas City Chapter Board.

October 16, 2023
ESGIR Strategy
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S2E09 - Luke Wyse from Triumph Financial on The First 90 Days in a New IR Role

Luke Wyse, CFM, is currently the Senior Vice President, Finance & Investor Relations at Triumph Financial, serving as a strategic financial partner in the executive group working to drive shareholder value and facilitate the realization of corporate strategy. Before joining Triumph in 2014, he was Senior Vice President, Director of Finance for The F&M Bank & Trust Company, leading corporate finance activities and strategic, operational, and capital planning for the firm. Before joining F&M, Mr. Wyse served ConAgra Foods, Inc. (NYSE: CAG) in their I.T. Finance group. Earlier in his career, he worked in corporate finance departments at both Sterling Bancshares, Inc. (now Comerica) and Compass Bancshares, Inc. (now BBVA Compass).

October 2, 2023
IR CareersIR Strategy
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S2E08 - Megan McGrath from Cushman & Wakefield on How To Build Better Relationships With the Sell-Side

Megan McGrath is currently the Senior Vice President, Investor Relations at Cushman & Wakefield, where she leads the IR function, providing strategic insight to the firm’s leadership team, Engages with existing and potential investors, and fosters working relationships with the equity research analyst community. Megan has over 20 years of experience working in IR and on the sell-side, with previous roles at companies such as Financial Profiles, Buckingham research, Lehman Brothers, Barclays Capital, and MKM Partners.

September 18, 2023
Capital MarketsEquity Research and Analyst Consensus EstimatesIR Strategy
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S2E07 - Alex Jorgensen from Prosek Partners on Ensuring You Have The Right Team to Go Public

Alex Jorgensen leads Prosek’s investor relations advisory practice, bringing diversified investor relations and corporate communications experience spanning the financial services, media and entertainment, technology, healthcare and life sciences industries. Alex has advised on over 35 go-to-market transactions across IPOs, Spins, SPACs and traditional M&A. In 2020, Alex was named to the National Investor Relations Institute’s 40-Under-40 list recognizing impactful IR professionals, and he currently sits on the committee of its New York NextGen chapter.

September 5, 2023
IPOIR Strategy
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S2E06 - Chris Mayo from the London Stock Exchange on How to Expand Your Access to Capital

Chris Mayo, CFA, is the Head of Primary Markets, Americas, at the London Stock Exchange Group (LSEG). Chris helps companies and investment managers from the Americas access capital through corporate equity, debt, and fund listings on London’s public markets. He has more than 25 years of corporate finance experience in New York and London for Barclays, Salomon Smith Barney, Citi, and Schroders and has executed IPOs, financings, and M&A transactions in the US and Europe worth tens of billions of dollars. Previously, Chris was the Primary Markets specialist for LSEG in the technology and life science sectors and was also an investor and Head of Strategy for an early-stage cloud-managed services company, which exited to a UK technology company.

August 21, 2023
Capital MarketsInvestor TargetingIPO
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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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S2E04 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder Base

Rodney Nelson—VP of Investor Relations at Twilio—is a senior finance leader in the technology sector with experience spanning enterprise software and internet businesses. Since June of 2020, Rodney has been a Board Member and Sponsorship Committee Chair of the Boston Chapter of the National Investor Relations Institute (NIRI Boston). Rodney brings a data-driven approach to building out core functions and processes that span finance and cross-functional initiatives, including partnering with both executive leadership and boards on strategic priorities. His tenure has helped him obtain a deep expertise in corporate strategy, equity and debt fundraising, public offerings, investor relations, financial and strategic planning, financial accounting and SEC reporting.

July 24, 2023
Earnings and ValuationGoals, KPIs, and ReportingShareholder Monitoring
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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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S1E10 - Building a Strong Support System: The Power of Community in Investor Relations with Matt Brusch, NIRI

Matt Brusch is President and CEO of NIRI: The Association for Investor Relations. He was previously COO, led professional development programs, credentialing, publications and communications for NIRI. He has over 25 years of experience leading the investor relations and corporate communications functions for several public companies, and he served in regulatory and marketing roles with the Nasdaq Stock Market.

May 1, 2023
Conferences & EventsIR 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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S1E05 - Catapult Your Career: The Habits of High-Performing IROs with Smooch Repovich Rosenberg

Smooch Repovich Rosenberg is a pioneering executive search consultant, specializing in Investor Relations and Executive Communications. With a storied career spanning several decades, She is an expert at building high-performing teams and has helped businesses ranging from pre-IPO Startups to Fortune 100 Companies hire over 400 investor relations officers. She is also the only executive recruiter awarded with the prestigious title of NIRI Fellow.

February 20, 2023
IR CareersIR Careers
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S1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up with Brooks Rennie, Byline Bank

Brooks O. Rennie is Head of Investor Relations at Byline Bancorp, Inc. (NYSE: BY). Mr. Rennie established and leads the company’s Investor Relations function in addition to responsibilities related to ESG. Mr. Rennie’s background includes experience in Capital Markets, Mergers & Acquisitions and Corporate Development with a strong local and national network across multiple markets.

February 6, 2023
IR StrategyGoals, KPIs, and ReportingInvestor Targeting
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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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S1E02 - Winning the Battle for the Boardroom - Navigating the Do's and Don'ts of Proxy Fights with Michael Verrechia, Morrow Sodali

Michael Verrechia is Managing Director of the M&A and Activism Advisory Group at Morrow Sodali. With 20 years of experience, Mike provides strategic counsel in matters of shareholder activism in contested director elections, mergers and acquisitions, corporate governance, and proxy solicitation.

January 17, 2023
Shareholder MonitoringShareholder Activism
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S1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais, Clermont Partners

Victoria Sivrais is a Partner of Clermont Partners, LLC, one of the only 100% women-owned investor relations and strategic communications firms in the United States. Victoria provides guidance to clients around critical communication issues, including best-practice financial communications and investor relations programs, ESG communications, M&A, and more.

January 16, 2023
ESGIR Strategy
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ESG Toolkit for IROs: Part 2 - Applying an ESG Lens to Investor Relations Activities

ESG is an essential part of investor relations, but how can you use it to your advantage? Learn how in Part 2 of our ESG Toolkit for IROs.

May 9, 2023
ESG
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IR Directions: Board Reporting and Engagement Best Practices

Understand the best practices for Investor Relations professionals to engage and educate their board of directors and guide strategy.

March 17, 2023
Goals, KPIs, and ReportingIR Strategy
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ESG Toolkit for IROs: Part 1 - A Practical Guide to Understanding ESG - Featuring Novisto

Learn about how ESG affects publicly traded companies, why it matters, and how IROs can report on ESG in this new eBook by Novisto & Irwin.

February 6, 2023
ESGGoals, KPIs, and Reporting
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The 6 Most Frequently Asked ESG Questions (and an Expert's Answers)

A practical guide for IR teams on where to focus effort and attention when it comes to ESG, including expert approved checklists!

January 24, 2023
ESG
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Going Public Vs. Staying Private

There are risks to going public, but there are also benefits to consider! Understanding when the time is right to IPO is essential.

January 5, 2023
IPO
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State of IR 2023

Irwin's State of Investor Relations survey uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants

October 27, 2022
IR StrategyInvestor Targeting
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Irwin's Guide to Investor Relations 101

A beginners guide to Investor Relations.

July 25, 2022
IR Strategy
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State of the IRO

Learn more about what makes the IRO an integral part of your investor relations strategy.

May 16, 2022
IR CareersIR Strategy
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How Irwin Can Help You Lower Your Cost of Capital

This guide will help you to better understand how to lower your cost of capital

March 28, 2022
Capital Markets
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Views From the Buy Side Ebook

Get insight and recommendations from investors on how to communicate, engage, and win the attention of the buy-side.

January 31, 2022
Capital Markets
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How to Understand and Engage with the Modern Retail Investor

Discover what drives your retail investor base and learn how to communicate with the different styles of retail investor

November 26, 2021
Retail Investors
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How to Target Better Investors for Your Company

A checklist for IR teams looking to enhance their investor targeting efforts

November 5, 2021
Investor Targeting
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The Step-by-Step Guide to Choosing an IR Software

it's important to select an IR-specific software platform that's right for you and your unique needs.

October 25, 2021
Goals, KPIs, and Reporting
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How to Better Prepare for Your Investor Meeting

Use this checklist to help develop a strong catered pitch for your next investor meeting.

July 19, 2021
IR Strategy
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Guide to Writing a Successful Investor Email

Win over more investors with our ultimate Guide to Writing a Successful Investor Email.

October 27, 2021
Investor Targeting
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NIRI Webinar: Embracing Equity - Paving the Path to an Equitable Future for Women in IR

Hear the lived experiences of women who have grown successful careers in IR and continue navigating the evolving industry.

March 20, 2023
Capital MarketsIR CareersESG
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Offense vs. Defense: How to Shape Your IR Strategy in a Market Downturn.

Irwin & LodeRock Present: Offense vs. Defense: How to shape your IR strategy in a market downturn.

January 26, 2023
IR Strategy
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How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can optimize their shareholder base.

October 17, 2022
Shareholder MonitoringRetail InvestorsInvestor Targeting
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How to Attract Investors as a Newly Public Company

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage, and Retain Investors", the irlabs, Odyssey Trust, and Irwin teams discuss the best strategies for attracting new investors as a public company.

October 15, 2022
Investor TargetingIPO
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What is IR Debt? And how can IR teams avoid it?

David Whyte, CEO & Co-founder of Irwin discusses the concept of IR Debt and provides investor relations strategic advice for teams to avoid or reduce their IR debt as a public company.

October 14, 2022
IR Strategy
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From Noise to Necessity: ESG Building Blocks for More Strategic IR Programs

This webinar is a practical toolkit for IROs looking to get started or enhance their ESG journey. We will discuss the first steps to developing an ESG strategy with long-term value creation for prospective investors and shareholders and help you better understand the purpose of ESG data and why it is essential to IROs.

October 5, 2022
ESG
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Measuring Performance: How to Prove IR's Value to Management Webinar

In this NIRI webinar, Irwin co-founder & COO Mark Fasken, and panel of industry experts discuss measuring performance and how to prove IR's value to management.

December 21, 2021
IR StrategyGoals, KPIs, and Reporting
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Five Mistakes to Avoid When Targeting and Prospecting Investors

In this NIRI webinar, Irwin co-founder and COO Mark Fasken discusses some of the common mistakes companies make when targeting and prospecting investors.

December 21, 2021
Investor Targeting
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Everything You Need to Know Post-IPO

Being a public company is very different than being a private company and comes with a new set of challenges. David Whyte, CEO & Co-Founder of Irwin, shares inside tips on post IPO.

April 13, 2021
IPO
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How Changes In The Asset Management Industry Affect How You Market Your Company

Join Irwin CEO David Whyte as he leads an expert panel through a discussion on how changes in the asset management industry affect how you market your company.

November 23, 2021
Capital Markets
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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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Blog Posts

Boldly Forward: Introducing Our New Brand

Our new brand isn't just a new look. It’s a renewed promise to support you with the boldness, focus, and collaboration that defines Irwin.

June 5, 2024
Announcements, News, and Product Updates
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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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S4E07 - Michaella Gallina from Wave on The Path to CFO: Leveraging IR Skills for Leadership Roles

Michaella Gallina is the Chief Financial Officer at Wave and the Vice President of Investor Relations, ESG, and productivity at H&R Block. Before taking on the CFO role, she built an impressive track record in investor relations, managing through acquisitions, activist investors, and restructuring. She was previously a consumer and technology analyst on the buy side and worked in investment banking.

IR Careers
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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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S4E05 - Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors

Jeff Lambert is the Founder & CEO of TiiCKER, an intelligent software platform that engages, verifies, and rewards individual investors through integrated content, shareholder rewards, and zero-commission training. Jeff is also the CEO of Lambert, a national public relations, investor relations, and marketing services firm based in Michigan.

August 6, 2024
Retail InvestorsShareholder Monitoring
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S4E04 - Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success

Samantha Hilson Sandler is the Head of Investor Relations at SpringWorks Therapeutics, a commercial stage biopharmaceutical company applying a precision medicine approach to developing and delivering life-changing medicines for people with severe rare diseases and cancer. Prior to SpringWorks, Samantha was a Vice President at Blackstone. Samantha started her career in Healthcare Corporate Banking at Bank of America Merrill Lynch.

July 23, 2024
Goals, KPIs, and ReportingInvestor TargetingIR Strategy
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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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Download Our Latest eBooks

Webinars & Videos

NIRI Webinar: Embracing Equity - Paving the Path to an Equitable Future for Women in IR

Hear the lived experiences of women who have grown successful careers in IR and continue navigating the evolving industry.

March 20, 2023
Capital MarketsIR CareersESG
Read More

Offense vs. Defense: How to Shape Your IR Strategy in a Market Downturn.

Irwin & LodeRock Present: Offense vs. Defense: How to shape your IR strategy in a market downturn.

January 26, 2023
IR Strategy
Read More

How Do You Achieve an Optimal Shareholder Base

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage and Retain Investors," the irlabs, Odyssey Trust, and Irwin teams discuss how public companies can optimize their shareholder base.

October 17, 2022
Shareholder MonitoringRetail InvestorsInvestor Targeting
Read More

How to Attract Investors as a Newly Public Company

During the webinar "Your Journey to and Through the Public Markets: Attract, Engage, and Retain Investors", the irlabs, Odyssey Trust, and Irwin teams discuss the best strategies for attracting new investors as a public company.

October 15, 2022
Investor TargetingIPO
Read More

What is IR Debt? And how can IR teams avoid it?

David Whyte, CEO & Co-founder of Irwin discusses the concept of IR Debt and provides investor relations strategic advice for teams to avoid or reduce their IR debt as a public company.

October 14, 2022
IR Strategy
Read More

From Noise to Necessity: ESG Building Blocks for More Strategic IR Programs

This webinar is a practical toolkit for IROs looking to get started or enhance their ESG journey. We will discuss the first steps to developing an ESG strategy with long-term value creation for prospective investors and shareholders and help you better understand the purpose of ESG data and why it is essential to IROs.

October 5, 2022
ESG
Read More