Winning IR – Details, episodes & analysis

Podcast details

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Winning IR

Irwin

Business

Frequency: 1 episode/16d. Total Eps: 53

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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https://www.getirwin.com
44 shares
https://www.getirwin.com/winning-ir
44 shares
http://irLabs.ca
1 share

https://www.linkedin.com/in/jasonfooks/
1 share
https://www.linkedin.com/in/brooks-rennie-79a9a481/
1 share
https://www.linkedin.com/in/smooch/
1 share

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RSS feed quality

Good

Score global : 89%

Publication history

Monthly episode publishing history over the past years.

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Gregg Lampf, Fatma Sardina, and Krishna Rangarajan on The Role of AI in Modernizing Investor Relations

Season 4 · Episode 13

Tuesday, December 17, 2024 • Duration 38:56

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

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S4E12: Danielle Collins from Shell on The Art of Investor Communications: Tailoring Strategies for Diverse Investor Bases

Season 4 · Episode 12

Tuesday, December 10, 2024 • Duration 37:58

In today's complex energy sector, effective communication is crucial for investor relations professionals. In this episode of Winning IR, Mark Fasken speaks with Danielle Collins, Senior Investor Relations Director at Shell, about how to successfully communicate complex technical information to diverse investor audiences. Danielle shares her expertise in adapting communication strategies and building meaningful investor relationships.

Listen to the full episode to learn more about:

Simplifying technical energy sector concepts for both specialist and generalist investors
Being an "IR chameleon" - adapting communication styles for different investor types
Regional differences in investor priorities, particularly between European and North American markets
Building effective investor relationships through detailed note-taking and meeting preparation
Strategies for targeting and engaging investors on any budget
Using memorable "hooks" to make company stories stand out
The future potential of AI in streamlining IR workflows
Creating consistent yet adaptable core messaging
Getting valuable feedback from investors through direct engagement

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

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S4E11: Ken Goff from Vimeo on Video Innovation: Transforming IR Communications for the Digital Age

Season 4 · Episode 11

Tuesday, December 3, 2024 • Duration 23:21

Video is transforming how companies communicate with investors and stakeholders. In this episode of Winning IR, Mark Fasken sits down with Ken Goff, Head of IR at Vimeo, to explore the evolving role of video content in investor relations. Ken shares his journey from a traditional IR approach to embracing innovative digital communication methods, drawing from his experience at companies like Facebook, eBay, and now Vimeo.

Listen to the full episode to learn more about:

The shift from conventional IR communication to video-first content
Practical examples of using video in IR programs, from earnings calls to investor thank-you messages
Strategies for maintaining consistent messaging across various communication channels
Tips for IROs looking to adopt new technologies and formats
Cost-effective solutions for implementing video content
The future impact of AI on video creation and searchability in IR
Best practices for starting small and scaling video communications effectively

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

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S4E10 - Inside the Acquisition: How Irwin's Vision Aligns with FactSet's Growth Strategy

Season 4 · Episode 10

Tuesday, November 26, 2024 • Duration 23:06

In this special episode of Winning IR, co-founders Mark Fasken and David Whyte discuss Irwin's recent acquisition by FactSet and reflect on the company’s evolution from a startup addressing gaps in IR technology to becoming a leading player in the space. The conversation offers unique insights into the founding story, growth journey, and strategic rationale behind the acquisition. Listen to learn about:

The inspiration behind Irwin and how the company identified opportunities in the evolving IR landscape
Key milestones in Irwin's growth, from challenges to building relationships and product development
The strategic alignment between Irwin and FactSet developed through an ongoing partnership since Irwin’s inception
Why the timing was right for the acquisition and what it means for customers and the community
Mark & David’s commitment to maintaining Irwin's culture of innovation and customer service
Their vision for the future of IR technology and capital markets connectivity

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

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

Season 4 · Episode 9

Tuesday, November 12, 2024 • Duration 33:01

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 Affirm
The typical decision-making process on the buy-side and where IR can have the most impact
Implementing effective IR processes and communication strategies
Non-traditional interactions for building stronger relationships with investors
Hosting successful investor days and roadshows
The importance of gathering and utilizing investor feedback systematically
Engaging management teams in investor relations activities
Leveraging technology and tools like CRM systems for better IR outcomes

This 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

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

Season 4 · Episode 8

Tuesday, October 22, 2024 • Duration 26:48

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 achieve
Key elements for planning an impactful investor day
Best practices for developing content and preparing speakers
Engaging formats and creative approaches to maintain audience interest
Common pitfalls to avoid when organizing investor days
Measuring the success of an investor day and maintaining momentum
Strategies for consistent communication with investors post-event

About 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.

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

Season 4 · Episode 7

Tuesday, September 17, 2024 • Duration 27:26

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 CFO
The importance of cross-functional IROs and becoming a strategic contributor
How to identify companies that value IR
The IRO as a strategic thought partner
Mentorship and career development
Ongoing 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

S4E06: Tiffany Willis from Starbucks on Owning the Narrative and Compelling Storytelling in IR

Season 4 · Episode 6

Tuesday, August 20, 2024 • Duration 23:42

IR is about more than just numbers–what turns an IR program from good to great is the ability to transform the numbers into narrative. In this episode of Winning IR, Mark Fasken sits down with Tiffany Willis, Senior Vice President of Investor Relations at Starbucks, to discuss the art of storytelling in investor relations. Tiffany shares insights from her extensive experience in IR and offers advice to IROs looking to build their storytelling abilities, successfully manage stakeholders, and become the bridge between corporates and The Street.

Listen to the full episode to learn more about:

Developing storytelling skills
Crafting a compelling narrative in IR
Aligning with executives
Consistency in messaging
Balancing proactive and reactive communication
Owning your narrative
Advice to aspiring IROs

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

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S4E05: Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors

Season 4 · Episode 5

Tuesday, August 6, 2024 • Duration 35:06

Retail investors are on the rise–both in volume and in assets, so how should IR teams approach their retail investor strategy? And should all public companies engage and mobilize their retail audience? In this episode of Winning IR, Mark Fasken sits down with Jeff Lambert, CEO and Founder of TiiCKER, an innovative software company that enables companies to engage, verify, and reward consumer shareholders. They discuss the importance of developing a well-thought-out retail investor strategy and the benefits it can bring, such as increased shareholder loyalty and consumer engagement.

Listen to the full episode to learn more about:

What shareholder loyalty programs are
The importance of retail investor engagement
Strategies for small-cap vs large-cap companies
Misconceptions about retail investors
Measuring the impact of shareholder loyalty programs
Best practices and common mistakes
Practical steps for IROs to start loyalty programs
Securing budget for retail engagement

About our guest

Jeff Lambert is the Founder & CEO of TiiCKER, an intelligent software platform that engages, verifies, and rewards individual investors through integrated content, shareholder rewards, and zero-commission training. Jeff is also the CEO of Lambert, a national public relations, investor relations, and marketing services firm based in Michigan.

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

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S4E4: Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success

Season 4 · Episode 4

Tuesday, July 23, 2024 • Duration 32:09

We see a lot of discussions and questions about how to build an IR program from the ground up–especially one that is adaptive and built for long-term success. In this episode of Winning IR, Mark Fasken sits down with Samantha Hilson Sandler, Head of Investor Relations at SpringWorks Therapeutics, about her experience building an IR program from the ground up. Samantha shares insights from her diverse background in healthcare and corporate investment banking and offers practical advice for new IROs on prioritization, investor targeting, and adapting strategies through the company’s transition from clinical to commercial stage.

Listen to the full episode to learn more about:

Aligning the IR program with corporate strategy
Building an IR program from scratch
Engaging with leadership and stakeholders
Defining IR strategy and objectives
Effective communication and market insights
Leveraging tools and technologies
Investor targeting and prioritizing investor outreach
Transitioning from clinical to commercial stage

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

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Winning IR – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

RSS feed quality and score

Publication history

Latest published episodes

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Winning IR – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

Other6

LinkedIn11

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Related Shows Based on Content Similarities

Other6

LinkedIn11

Apple Podcasts

Spotify