Winning IR Irwin

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 abo...

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 Pyr...

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 baseTargetin...

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 Equitie...

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. Lis...

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...