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6 Tips for Targeting the Right Investors to Invite to Your Next Investor Day
Planning an impactful Investor Day means ensuring the right audience attends - learn how to use investor targeting to your advantage.
July 23, 2024
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Investor Relations Resources
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
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Irwin Joins NYSE Issuer Services Program
Irwin is now available to qualifying NYSE-Listed Issuers as part of the Issuer Services Program.
July 8, 2024
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NIRI Annual 2024: How to “See Around Corners” and Drive Stronger Performance in IR
IR Professionals at NIRI 2024 discussed How to “See Around Corners” and Drive Stronger Performance in IR- here's the recap of their panel.
June 19, 2024
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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
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Irwin is one of the 2024 Best Workplaces™ in Canada
Big news—we’re proud to share that we’re ranked 68th on this year’s Best Workplaces™ in Canada List.
April 24, 2024
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10 Seasoned IR Experts' Top Tips for Career Growth in Investor Relations
We asked seasoned IR professionals how they were able to grow their careers in Investor Relations. This is what they told us:
January 18, 2024
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Irwin Welcomes New CTO and Celebrates Internal Growth in Executive Team
Irwin Welcomes New CTO and Celebrates Internal Growth in Executive Team
January 10, 2024
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2023 Wrapped: A Dynamic Year in Investor Relations
If we had to wrap the investor relations landscape into one word in 2023, ours would be dynamic.
December 20, 2023
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Investor Relations Outlook: Transforming Trends into Opportunities for 2024
Our investor relations experts shed light on the trends anticipated to influence the market and industry in 2024.
December 15, 2023
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16 Experts’ Top Tips for IR Storytelling and Corporate Communications
We had 16 Winning IR guests weighed in on how to master IR storytelling, and learned dozens of effective strategies. Get the tips:
November 30, 2023
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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
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How Small-cap Companies Can Identify And Target Opportunities in a Crowded Market
Mark Fasken recaps IR Magazine Forum – Small Cap recent NY forum about How Smallcap Companies Can Identify And Target Opportunities
November 8, 2023
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Irwin named one of Deloitte’s Technology Fast 50™ program winners for 2023
Irwin was recognized in the 2023 Deloitte Fast 50 Program for growth, innovation, and entrepreneurship.
November 8, 2023
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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
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FactSet and Irwin Announce Partnership to Deliver Best-in-Class Solution for Investor Relations Professionals
FactSet and Irwin have partnered to deliver a best-in-class investor relations solution. Learn more.
September 27, 2023
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Beyond Attendance: Using Website Analytics to Create Impact Before and After Investor Events
Using data and insights from your website traffic during a event season isn't just an advantage—it’s a necessity. Learn how Irwin IQ helps
September 6, 2023
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The Ultimate Guide to Investor Targeting
Investor targeting is a crucial aspect of any IR strategy. Discover how to master the art and science of investor targeting with Irwin.
February 26, 2024
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IR Website Analytics: Irwin IQ vs. Google Analytics
Standard web analytics tools aren't powerful enough for the sophisticated world of IR. Learn how Irwin IQ enriches website analytics for IR:
August 10, 2023
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Irwin Enhances Website Analytics Solution, Irwin IQ, and Expands Access for the Investor Relations Community
Irwin Enhances Website Analytics Solution, Irwin IQ, and Expands Access for the Investor Relations Community.
August 3, 2023
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A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL
A Practical Approach to Investor Targeting: Advice from Scott Einberger of JLL, featuring excerpts from Irwin's Winning IR Podcast.
July 12, 2023
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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
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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
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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
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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
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How to Maximize Your Investor Brand Using Both IR and PR
Learn the best ways to build an investor brand and develop long-term relationships with shareholders by combining IR and PR best practies.
June 1, 2023
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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
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The Ultimate Guide to Shareholder Activism And Proxy Contests
Activists can target any public company - is yours at risk? Learn everything you need to know about shareholder activism defense strategies.
May 12, 2023
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How to Leverage an Investor Relations CRM During Proxy Season
IROs should be taking advantage of an IR CRM—especially when preparing for proxy season. Learn how Irwin helps IROs stay prepared.
April 27, 2023
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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
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Irwin Ranks 21st on the 2023 list of Best Workplaces™ in Canada
Irwin is proud to announce that it has been recognized as a Great Place to Work® after a thorough analysis from Great Place to Work Canada!
April 14, 2023
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Creative Tactics for Standing Out and Engaging Investors
Learn the innovative ways that modern companies are seizing the attention of institutional and retail investors.
April 10, 2023
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How to Navigate Investor Relations in an Emerging Industry
Investor Relations isn't always straightforward in any field, let alone emerging industries. Learn how to face the first-mover challenges.
March 31, 2023
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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
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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
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Better Intelligence Gathering with Irwin’s New Professional Services
Learn more about the importance of intelligence gathering for investor relations teams and Irwin's new supporting service offerings.
March 14, 2023
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What's New In Targeting
Want to improve your investor targeting workflow? So does Irwin! Learn how Irwin is helping IROs maximize their targeting efficiency.
March 7, 2023
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Using Your IR Website Performance to Understand Investor Relations Impact
How to use your IR website to uncover critical signals from the investment community and level-up your IR program.
February 27, 2023
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The Best Practices for Effective Earnings Calls
Learn why are earnings season is so important, and how can IR teams make the most of it with these best practices for earnings calls.
February 17, 2023
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Winning the Battle For the Boardroom: Navigating the Do's and Don'ts of Proxy Fights
Learn about what activist preparedness looks like in a public company and how your company can strategically navigate a proxy contest.
January 30, 2023
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Irwin Launches New Website Intelligence Tool for Investor Relations, Irwin IQ
Irwin IQ adds a deeper layer of intelligence to investor data by identifying prospective buyers, activists, and peers visiting your website.
January 4, 2023
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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
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Irwin’s Year In Review: 2022
2022 has certainly been a year for the books for team Irwin! See all we've accomplished across our product and team at Irwin!
December 21, 2022
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Building Better
We're not just building better investor relations software; at Irwin, we're committed to building better companies.
December 15, 2022
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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
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How to Use Your IR Website to Uncover Activist Investors
Want to catch activists in their tracks? Learn how Irwin IQ can monitor activist visits on any existing Investor Relations website.
November 18, 2022
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Irwin Recognized on the 2022 Best Workplaces™ In Ontario List
Irwin Recognized on the 2022 Best Workplaces™ In Ontario List
November 16, 2022
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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
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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
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Irwin Named to Inc.’s Inaugural Power Partner Awards
Irwin is proud to earn one of Inc's inaugural Power Partner Awards, honoring B2B organizations supporting other companies growth.
November 1, 2022
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The State of Investor Relations in 2024
Irwin's State of Investor Relations report uncovers a wide range of IR trends through the lens of the IRO, management teams, and consultants
January 15, 2024
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Board Reporting Guide For Investor Relations Departments
Your board report is a key part of assessing investor relations performance - learn how to refine your report to provide actionable insight.
October 6, 2022
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Irwin Named a Canadian Company on the Rise — LinkedIn Top Startups 2022
Based on growth and demand for jobs, LinkedIn has named Irwin in their Top 15 Canadian Companies to Watch! Learn more at getirwin.com
September 28, 2022
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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
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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
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Introducing the Irwin Calendar Integration: One-step Meeting Tracking
Learn how Irwin Calendar Assistant saves you time and effort so you can focus on better engaging with your current & prospective investors!
September 26, 2022
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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
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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
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5 Ways To Maximize Earnings Outcomes Using Irwin
Earnings calls are some of the most important events in IR - make sure you're maximizing the outcome of your earnings call using these tips.
July 28, 2022
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Understanding Research & Consensus in Capital Markets
Learn how to interpret consensus estimates, and the impact that sell-side research can have on your company’s stock price.
July 26, 2022
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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
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Best Practices For Managing Investor Expectations
Unexpected news, whether viewed as positive or negative, can impact investor expectations, shareholder engagement and stock price.
July 7, 2022
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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
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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
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Current State of The Market
Currently, investors have mixed feelings about the market. But where there is volatility, there is opportunity.
May 27, 2022
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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
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Introducing Our New IR Careers Website, ir-jobs.com
Investor relations is a role unlike any other, so we created a unique space for hiring and professional development in IR at ir-jobs.com.
May 18, 2022
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Dealing with Market Uncertainty & Volatility
Market volatility is expected to persist and it signals the need for preparedness from public companies, executives, and investor relations
May 6, 2022
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The Market Is Volatile — Consider These Three Tactics To Manage Your Share Price
The market is volatile, but you can still steady your share price. Use these tactics to mitigate volatility in your stock.
April 14, 2022
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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
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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
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5 Things We’ve Learned in Five Years
Looking back as we move forward — a blog post to commemorate and celebrate Irwin’s five year anniversary on March 28th, 2022.
March 28, 2022
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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
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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
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It’s Official, Irwin is a Great Place to Work
The Great Place to Work index ranks Irwin as a top workplace,as measured by Credibility, Respect, Fairness, Pride and Camaraderie.
January 24, 2022
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Measuring Performance: How to Prove IR's Value to Management
Learn from IR professionals about how they tackle the challenge of measuring the impact of their investor relations.
December 21, 2021
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Our Year In Review 2021
Step aside Spotify wrapped, this year Irwin rounded up some of our biggest wins and have some interesting data to share.
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Irwin Recognized as High Performer in Financial Research Software by G2
We’re thrilled to share that Irwin has been recognized by G2 Crowd as a High Performer in the Financial Research Category, Winter 2022!
December 16, 2021
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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
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How Changes in the Asset Management Industry Affect How You Market Your Company
Our expert panel offers buy-side and issuer perspectives on how asset management changes impact a company's marketing strategy today.
December 9, 2021
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How to Tell Your Company Story to Investors
Controlling your strategic narrative is crucial in investor relations. Learn the corporate storytelling strategies you need to stand outl
March 23, 2023
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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
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The Ultimate Guide to Investor Relations 2024
Breaking down the investor relations function, with key resources to help build your investor relations strategy.
November 8, 2023
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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
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How to Spot and Manage Activist Investors
What is an activist investor and how can they affect your board meetings? Learn how to spot activist investors and prevent board disruption.
October 25, 2021
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Identifying & Understanding Your Shareholder Base
Identifying and understanding your shareholder base is critical when it comes to planning your investor relations strategy.
October 20, 2021
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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
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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
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Irwin places No. 61 on The Globe and Mail's third-annual ranking of Canada's Top Growing Companies 2021
Irwin places No. 61 on The Globe and Mail's third-annual ranking of Canada's Top Growing Companies.
September 27, 2021
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Irwin Secures $20M Series A Funding to Modernize Capital Markets Software
Irwin Secures $20M Series A Funding to Modernize Capital Markets Software.
September 7, 2021
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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
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Irwin Launches Most Comprehensive and Accurate Shareholder Intelligence Solutions
New solutions provide C-suite, investor relations, and legal teams with a more timely and complete view of their investors
August 19, 2021
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3 Avoidable Mistakes Companies Make Post-IPO
Your IPO is a pivotal moment for your company, but it's only the beginning. Learn how to avoid common mistakes newly public companies make.
August 16, 2021
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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
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Why You Need a Dedicated Investor CRM
One of the greatest advancements in investor relations has been the advent of investor CRM software. Find out how IROs are saving time with
July 26, 2021
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How to Cold Email Investors
Cold emailing is a great way of creating investor relationships, but it's hard to do right. Learn how to effectively cold email investors.
March 22, 2023
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ESG 101 - How to Get Started With ESG
It's no secret that ESG is making big waves in the world of capital markets, but it can be a daunting area to tackle for IROs.
July 12, 2021
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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
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Management’s Influence on Investor Decision Making
Your management team is the face of your company for investors. Learn more about when to bring executives into the investor relations.
June 28, 2021
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SpringWorks Therapeutics, Inc.
Learn how SpringWorks Therapeutics Investor Relations leverages Irwin to support essential IR workflows.
August 30, 2024
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Vista Gold
Learn why Vista Gold switched to Irwin, and how the team is leveraging Irwin’s outreach capabilities and support to generate success.
August 15, 2024
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Delta Air Lines
Learn why the Delta IR team switched to Irwin and how they use it to drive efficiency and value.
August 12, 2024
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JLL
Learn about JLL’s transition to Irwin, and how they use the integrated Irwin + FactSet solution to support their IR program.
July 29, 2024
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Sobi
Learn how Sobi uses Irwin to stay informed on market developments and target new investors with precision.
July 29, 2024
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Denarius Metals
Learn how Denarius Metals leverages Irwin to target investors, keep track of IR activities, and turn their website analytics into insight.
July 18, 2024
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Bandwidth
Learn how Bandwidth uses Irwin’s integrated IR solution to enhance its IR program.
July 18, 2024
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CSX Corporation
Learn why CSX switched to Irwin and how they’re using high-quality data to drive impact.
July 9, 2024
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Shift4 Payments, Inc.
Learn how Irwin is displacing existing IR solutions and helping Shift4 Payments, Inc. achieve their strategic goals.
July 9, 2024
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Sunrun
Nothing is more valuable than time, which is why IR software that saves time is crucial. Learn how Irwin helps Sunrun stay efficient!
March 28, 2023
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Independence Contract Drilling
Learn how ICD, a publicly traded O/G company uses Irwin to find new analysts, procure investors, and measure the success of their IR program
February 6, 2023
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Docebo Inc.
Learn How Docebo Uses Irwin to Prove IR's Value to Management.
October 25, 2022
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Tourmaline Oil Corp
Learn How Irwin is Displacing Existing IR Solutions And Helping Companies Achieve Their Strategic Goals.
October 17, 2022
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Jamieson Wellness
Learn how Jamieson Wellness leverages Irwin to better support their day-to-day operations.
September 7, 2022
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WSP Global Inc
Learn how choosing the right IR software is imperative to growing a global business.
September 6, 2022
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H&E Equipment Services, Inc
Find out how H&E leverages Irwin's full suite of products and services to enhance their investor relations.
August 26, 2022
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Riveron
Find out how Clermont Partners saves 240 hours annually using Irwin to target ESG-focused investors for their clients.
August 4, 2022
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InterRent REIT
Learn how InterRent REIT uses Irwin to manage roadshows and prep executives for investor meetings.
August 4, 2022
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Snap One Holdings
Learn how Snap One leverages Irwin to better track and manage investor interactions.
June 22, 2022
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908 Devices
Learn how 908 Devices leveraged Irwin throughout their IPO journey to better track and manage investor interactions.
June 9, 2022
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Boralex
Learn why Boralex prefers Irwin to manage their investor relations.
June 14, 2022
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Redwood Empire Financial Communications
Learn how Investor Relations Firm Redwood Empire uses Irwin to target investors and improve their client’s investor relations.
June 7, 2022
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Marathon Digital Holdings
Learn how Charlie Schumacher at Marathon Digital Holdings uses Irwin to replace the need for a full-time analyst.
December 20, 2021
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Mawson Gold Limited
Learn how Nicholas Mead, Corporate Development Manager at Mawson Gold, uses Irwin to stay organized and strategically target new investors.
December 8, 2021
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Iridium Satellite Communications
Learn how Kenneth Levy, VP Investor Relations at Iridium Satellite Communications, uses Irwin for investor targeting and outreach.
October 21, 2021
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LodeRock Advisors
Learn how LodeRock Advisors uses Irwin to efficiently manage their client's investor relations.
March 14, 2021
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Titan International Inc.
Learn how the SVP Investor Relations at Titan International Inc. uses Irwin to simplify management of their IR program.
March 14, 2021
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Constellation Software Inc.
Learn how Jamal Baksh, CFO of Constellation Software Inc., uses Irwin to save time when communicating with shareholders and preparing report
April 20, 2020
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Spark Networks
Learn how global technology company Spark Networks uses Irwin to attract and manage a global cadre of shareholders!
February 20, 2020
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Willow Biosciences
Learn how Willow Biosciences uses Irwin to target and track retail and institutional investors.
April 20, 2021
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Western New England Bancorp
Learn how holding companies are using Irwin's investor relations software to target new investors and keep tabs on their competition.
August 24, 2021
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Converge Technologies
Managing a multiple IR consultants can be challenging. Discover how Irwin is helping IT firms coordinate their investor relations strategy.
August 9, 2021
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SilverCrest Metals
This precious metals company has been using Irwin's IR solutions to skyrocket their share price by 8x.
August 12, 2021
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KushCo
Looking to bring your investor relations program in-house? Learn how Irwin is helping companies in emerging markets find the right investors
July 17, 2021
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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This is Winning IR
Host Mark Fasken introduces the new Winning IR Podcast, an exploration of diverse insights from the investor relations community.
January 10, 2023
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The Ultimate Guide to Investor Relations
Discover how to create a successful investor relations strategy to help you engage with investors, analysts, and your leadership team.
January 1, 2024
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10 Seasoned IR Experts’ Top Tips for Career Growth in Investor Relations
10 Investor relations professionals and consultants shared how they were able to grow and prosper in their tenure in IR.
January 18, 2024
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State of IR 2024
Challenges, Opportunities and Priorities from Investor Relations, Executive, and Consultant Perspectives
January 15, 2024
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16 Experts’ Top Tips for IR Storytelling and Corporate Communications
Winning IR Podcast guests shared their top strategies and tactics for telling their investor story. Learn from the experts in our eBook
November 29, 2023
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The Ultimate Guide to Investor Targeting
Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach
August 14, 2023
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The Ultimate Guide to Shareholder Activism
A practical guide for investor relations professionals on how to identify and manage the risks of corporate activism.
May 12, 2023
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The First 90 Days in a New IR Role
Packed with advice from IROs, this guide gives you everything you need to succeed in the first 90 days of your new investor relations role.
April 11, 2023
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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
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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
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The IRO's Guide to Building a Strong Investor Brand
A practical guide for IR teams on how to leverage an investor brand to generate shareholder and investor value.
January 13, 2023
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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
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Irwin's Guide to Investor Relations 101
A beginners guide to Investor Relations.
July 25, 2022
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How to Determine Your Ideal Investor Type
Determine right fit investors for your company
June 13, 2022
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Creating and Optimizing Relationships on the Sell-side
Sell-side analyst coverage is a critical part of any successful investor relations strategy. Learn how to optimize your analyst coverage.
June 8, 2022
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Blog Posts
6 Tips for Targeting the Right Investors to Invite to Your Next Investor Day
Planning an impactful Investor Day means ensuring the right audience attends - learn how to use investor targeting to your advantage.
July 23, 2024
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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
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Irwin Joins NYSE Issuer Services Program
Irwin is now available to qualifying NYSE-Listed Issuers as part of the Issuer Services Program.
July 8, 2024
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NIRI Annual 2024: How to “See Around Corners” and Drive Stronger Performance in IR
IR Professionals at NIRI 2024 discussed How to “See Around Corners” and Drive Stronger Performance in IR- here's the recap of their panel.
June 19, 2024
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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
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Irwin is one of the 2024 Best Workplaces™ in Canada
Big news—we’re proud to share that we’re ranked 68th on this year’s Best Workplaces™ in Canada List.
April 24, 2024
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Case Studies
SpringWorks Therapeutics, Inc.
Learn how SpringWorks Therapeutics Investor Relations leverages Irwin to support essential IR workflows.
August 30, 2024
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Vista Gold
Learn why Vista Gold switched to Irwin, and how the team is leveraging Irwin’s outreach capabilities and support to generate success.
August 15, 2024
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Delta Air Lines
Learn why the Delta IR team switched to Irwin and how they use it to drive efficiency and value.
August 12, 2024
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JLL
Learn about JLL’s transition to Irwin, and how they use the integrated Irwin + FactSet solution to support their IR program.
July 29, 2024
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Sobi
Learn how Sobi uses Irwin to stay informed on market developments and target new investors with precision.
July 29, 2024
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Denarius Metals
Learn how Denarius Metals leverages Irwin to target investors, keep track of IR activities, and turn their website analytics into insight.
July 18, 2024
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Winning IR Podcast Episodes
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
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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
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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
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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
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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
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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
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Download Our Latest eBooks
The Ultimate Guide to Investor Relations
Discover how to create a successful investor relations strategy to help you engage with investors, analysts, and your leadership team.
January 1, 2024
Read More
10 Seasoned IR Experts’ Top Tips for Career Growth in Investor Relations
10 Investor relations professionals and consultants shared how they were able to grow and prosper in their tenure in IR.
January 18, 2024
Read More
State of IR 2024
Challenges, Opportunities and Priorities from Investor Relations, Executive, and Consultant Perspectives
January 15, 2024
Read More
16 Experts’ Top Tips for IR Storytelling and Corporate Communications
Winning IR Podcast guests shared their top strategies and tactics for telling their investor story. Learn from the experts in our eBook
November 29, 2023
Read More
The Ultimate Guide to Investor Targeting
Investor targeting plays a crucial role in investor relations - Learn all the Best Practices to Investor Targeting and Outreach
August 14, 2023
Read More
The Ultimate Guide to Shareholder Activism
A practical guide for investor relations professionals on how to identify and manage the risks of corporate activism.
May 12, 2023
Read More
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
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
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
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
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
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
Read More