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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

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

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

Case Studies

Winning IR Podcast Episodes

S4E09 - Zane Keller from Affirm on The Investor's Perspective: Leveraging Buy-Side Experience in Investor Relations

Zane Keller is the Head of Investor Relations at Affirm, a leading financial technology company. Before taking on his current role, he built an extensive background in financial services, with over a decade of experience on the buy-side. He previously served as a Director and Equity Research Analyst at Barrow Hanley Global Investors, where he invested in global financial services companies across various sectors, including banking, consumer finance, and payments.

November 12, 2024

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

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

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

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

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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