31 episodes

Winning IR is a podcast exploring the diverse insights within the investor relations community. Join host Mark Fasken as he discusses the winning strategies, tactics, and shifts in thinking with innovative investor relations professionals who are redefining the profession. Each episode features a different challenge, innovation, or perspective on the ever-evolving role of investor relations, giving you real, actionable insight you can use to build a better investor relations program. Winning IR is hosted by Irwin, an investor relations and capital markets platform built on the belief that investor relations is a critical strategic component of a company's success. Companies deserve a platform that unlocks critical strategic insight, automates manual and time-consuming tasks and consistently innovates alongside the ever-evolving role of the IR team.

Winning IR Irwin

    • Business
    • 5.0 • 2 Ratings

Winning IR is a podcast exploring the diverse insights within the investor relations community. Join host Mark Fasken as he discusses the winning strategies, tactics, and shifts in thinking with innovative investor relations professionals who are redefining the profession. Each episode features a different challenge, innovation, or perspective on the ever-evolving role of investor relations, giving you real, actionable insight you can use to build a better investor relations program. Winning IR is hosted by Irwin, an investor relations and capital markets platform built on the belief that investor relations is a critical strategic component of a company's success. Companies deserve a platform that unlocks critical strategic insight, automates manual and time-consuming tasks and consistently innovates alongside the ever-evolving role of the IR team.

    S3E10: Kiley Rawlins from Ulta Beauty on How to Effectively Prepare For and Manage Shareholder Activism

    S3E10: Kiley Rawlins from Ulta Beauty on How to Effectively Prepare For and Manage Shareholder Activism

    With shareholder activism rates continuing to rise and defense strategies becoming more complex, how can IR and management teams be better prepared for activist situations? In this episode of Winning IR, Kiley Rawlins, Vice President - Investor Relations at Ulta Beauty, draws on her 25 years of experience in IR and shares insights on activism readiness and how investor relations officers should prepare for and approach potential activist campaigns.

    Listen to the full episode to learn more about:
    Activism readiness: understanding the key issues and vulnerabilities that drive shareholder activismCommunication strategies with your board and management teamPreparing for potential activist campaignsMonitoring performance and comparisons with peer groupsThe importance of your advisor team and scenario planningEngaging with activists and shareholdersBalancing threats and opportunities from activism

    Winning IR is brought to you by Irwin.

    For more winning ideas, subscribe to Winning IR wherever you get your podcasts.

    For more information, visit getirwin.com/winning-ir

    • 28 min
    S3E9: David Calusdian from Sharon Merrill on Effective Communication for IROs and Executives

    S3E9: David Calusdian from Sharon Merrill on Effective Communication for IROs and Executives

    While the content of your message has a large impact on how well your company is understood by investors and analysts, how you deliver your message can carry equal weight. In this week’s episode of Winning IR, Mark sits down with David Calusdian, President at Sharon Merrill Advisors. They discuss how developing your presence and communication skills can benefit IROs and Executives alike.

    Listen to the full episode to learn more about:
    The importance of structured messagingThe Communication Pyramid ModelCommon mistakes that prevent effective communicationThe role of body language Improving executive communicationThe importance of effective communication in investor relationsWinning IR is brought to you by Irwin.

    For more winning ideas, subscribe to Winning IR wherever you get your podcasts.

    For more information, visit getirwin.com/winning-ir

    • 25 min
    S3E8: Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies

    S3E8: Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies

    The Small-Mid-Cap landscape has changed drastically in recent years, and targeting is a key concern for companies looking to reduce stock volatility, build new relationships, and grow their company.

    In this episode of Winning IR, Mark Fasken sits down with Jonathan Paterson to discuss how mid-cap companies can build effective targeting and outreach strategies.

    Listen to the full episode to learn more about:


    Common objectives in investor outreachIncreasing institutional shareholder baseTargeting hedge funds and family officesIncreasing liquidity by targeting hedge funds and family officesThe importance of clear communicationTargeting strategies for small-mid-cap companiesIncorporating existing data into engagement strategiesThe role of social media in IRCrafting the perfect investor outreach emailAnd more

    Winning IR is brought to you by Irwin.

    For more winning ideas, subscribe to Winning IR wherever you get your podcasts.

    For more information, visit getirwin.com/winning-ir

    • 27 min
    S3E7: Elizabeth Librizzi from AllianceBernstein on Demystifying Buy-Side Corporate Access

    S3E7: Elizabeth Librizzi from AllianceBernstein on Demystifying Buy-Side Corporate Access

    Over the last few years, IR teams are increasingly becoming more proactive with buy-side engagement due to regulatory requirements and an evolution in standard practices in corporate access. During this evolution, it's become clear that there is some mystery surrounding buy-side corporate access and how IRO’s can begin to leverage these teams to benefit their outreach and relationships. In this episode of Winning IR, Mark Fasken and Elizabeth Librizzi, Chief Administrative Officer for Equities at AllianceBernstein, sit down to discuss how buy-side corporate access can help corporates build long-term sustainable relationships. 
    Listen to the full episode to learn more about:
    Buy-side corporate access, and how it differs from sell-side corporate accessHow IR teams should engage with buy-side corporate access teamsThe benefits of working directly with buy-side corporate accessWhat you need to know about buy-side conferencesThe biggest surprise for Elizabeth going from sell-side to buy-side corporate accessThe biggest misconception about buy-side corporate accessWinning IR is brought to you by Irwin.

    For more winning ideas, subscribe to Winning IR wherever you get your podcasts.

    For more information, visit getirwin.com/winning-ir

    • 30 min
    S3E6: Catherine Buan from Asana on What IROs Need to Know About Going Public

    S3E6: Catherine Buan from Asana on What IROs Need to Know About Going Public

    Managing an IPO is, without a doubt, a career-making transaction for an IRO. On this episode of Winning IR, Mark Fasken and Catherine Buan, Investor Relations at Asana, discuss what IR practitioners who find or want to find themselves in the seat to lead a company through their go-public transition. 
    Catherine is an industry veteran and has managed IPOs for some of the biggest tech companies in the market, and she shares some really insightful advice from her years of experience. 
    Listen to the full episode to learn more about: 
    Setting the stage for an IPOAssembling the internal and external teamThe IPO timeline for IRHow to ensure your management team is set up for successWhat to look out for during the IPO processWhat you need to know to ensure success post-IPOAdvice for IROs who are interested in taking companies publicWinning IR is brought to you by Irwin.

    For more winning ideas, subscribe to Winning IR wherever you get your podcasts.

    For more information, visit getirwin.com/winning-ir

    • 27 min
    S3E5: Patricia Cruz from Etsy on Building a Next-Generation IR Career

    S3E5: Patricia Cruz from Etsy on Building a Next-Generation IR Career

    In this episode of Winning IR, Mark Fasken and Patricia Cruz, Senior Manager, Investor Relations at Etsy, Inc, talk about her experience transitioning into an in-house role from a previous consulting career, and what it takes to be a next-generation IRO. Patricia shares her best advice for finding the path that will bring you the most success in your IR career, getting exposure and building your network, and ensuring you build the right skills to be successful in the long-term. 
    Listen to the full episode to learn more about:
    In-house vs. consulting - what’s the difference, and how to make the transition.What you should know before getting into IRThe best networking resources for a new IROPatricia’s best advice for finding success early in your careerWinning IR is brought to you by Irwin.

    For more winning ideas, subscribe to Winning IR wherever you get your podcasts.

    For more information, visit getirwin.com/winning-ir

    • 28 min

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