Topics

Investor Targeting

Blog Posts

Unlocking European Capital: Insights from Chris Mayo on Expanding Your Investor Base

Chris Mayo shares his tips for targeting investors outside your region. Read the article, or listen to our podcast, to learn how it's done.

October 29, 2024

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

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

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

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

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

Case Studies

Winning IR Podcast Episodes

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

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

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

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

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

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

Ebooks & Guides

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

How to Target Better Investors for Your Company

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

November 5, 2021

Guide to Writing a Successful Investor Email

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

October 27, 2021

Webinars & Videos

How Do You Achieve an Optimal Shareholder Base

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
How to Attract Investors as a Newly Public Company

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
Five Mistakes to Avoid When Targeting and Prospecting Investors

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