Winning IR

Irwin
Winning IR

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.

  1. 2024/11/12

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

    About the Episode In this episode of Winning IR, Mark Fasken sits down with Zane Keller, Head of Investor Relations at Affirm, to discuss how his decade-long experience as a buy-side investor in global financial services companies has shaped his approach to IR. Zane shares how his understanding of investor priorities has influenced his strategies for effective communication and engagement with the investment community. Listen to the full episode to learn more about: Zane's career journey from the buy-side to leading investor relations at AffirmThe typical decision-making process on the buy-side and where IR can have the most impactImplementing effective IR processes and communication strategiesNon-traditional interactions for building stronger relationships with investorsHosting successful investor days and roadshowsThe importance of gathering and utilizing investor feedback systematicallyEngaging management teams in investor relations activitiesLeveraging technology and tools like CRM systems for better IR outcomesThis episode provides valuable insights for IR professionals looking to enhance their strategies and create more meaningful engagements with the investment community. About our Guest 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. 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

    33 分鐘
  2. 2024/10/22

    S4E08: Helene Dina from HD Strategies on Mastering Investor Days: Essential Strategies for Impactful Events

    About this episode Investor days are crucial events for companies to showcase their strategic vision and build trust with the investment community. In this episode of Winning IR, Mark Fasken sits down with Helene Dina, President and Strategy Partner at HD Strategies, to discuss best practices for planning and executing impactful investor days. Helene shares her extensive experience in strategy, operations, and investor relations, offering practical and actionable advice for running best-in-class investor days. Listen to the full episode to learn more about: The importance of investor days and what management aims to achieveKey elements for planning an impactful investor dayBest practices for developing content and preparing speakersEngaging formats and creative approaches to maintain audience interestCommon pitfalls to avoid when organizing investor daysMeasuring the success of an investor day and maintaining momentumStrategies for consistent communication with investors post-eventAbout our guest 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. Additional Resources Helene's blogThe Three T's of Investor Presentations 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 分鐘
  3. 2024/09/17

    S4E07: Michaella Gallina from Wave on The Path to CFO: Leveraging IR Skills for Leadership Roles

    About the episode Your time as an IRO helps instill skills that can set you up for a successful transition into executive leadership. In this episode of Winning IR, Mark Fasken sits down with Michaella Gallina, Chief Financial Officer at Wave, to discuss how her time in investor relations, investment banking, and on the buy-side helped to develop the necessary skills and position her to take on the role of CFO. Michaella shares how her time in IR and the ability to position companies to drive value helped her to become a strategic partner within the leadership team and set her up for success. Listen to the full episode to learn more about: Michaella’s career journey from investment banking and the buy-side to IR and then ultimately to CFOThe importance of cross-functional IROs and becoming a strategic contributorHow to identify companies that value IRThe IRO as a strategic thought partnerMentorship and career developmentOngoing learning and professional growth About our guest Michaella Gallina is the Chief Financial Officer at Wave and the Vice President of Investor Relations, ESG, and productivity at H&R Block. Before taking on the CFO role, she built an impressive track record in investor relations, managing through acquisitions, activist investors, and restructuring. She was previously a consumer and technology analyst on the buy side and worked in investment banking.  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 分鐘

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簡介

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.

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