Winning IR

S2E5 - Mary Turnbull from Raymond James on Successful Corporate Access as an IRO

August 07, 2023 Irwin Season 2 Episode 5
Winning IR
S2E5 - Mary Turnbull from Raymond James on Successful Corporate Access as an IRO
Show Notes Chapter Markers

In today’s episode of Winning IR, Mark Fasken sits down with Mary Turnbull, Managing Director, Corporate Access, Institutional Equity Sales at Raymond James. 

With securing capital and building stronger relationships on the top of priority lists for issuers and IROs, Mary shares her best advice for IROs on navigating Corporate Access, how it works, and how to get more exposure to investors. 

Listen to the full episode to learn more about

  • How corporate access teams are structured and best practices for IR and corporate access
  • The most valuable formats for IROs, management, and investors
  • How to determine what conferences IR should attend
  • How IROs can interact with corporate access to enhance their investor targeting, and what to avoid
  • What IROs need to know about the sell-side model and the importance of corporate access in your sell-side relationships
  • Getting coverage and reaching retail investors as a small-mid cap company
  • How to make your roadshows more successful and what to avoid

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Mary Turnbull
How Corporate Access teams are structured
Are certain formats more valuable to IROs, management, or investors?
How to determine what conferences IR should attend
How IROs can interact with Corporate Access to enhance their investor targeting success
IR Corporate Access best practices
What IROs need to know about the sell-side model
Getting coverage as a small-mid cap company
The importance of corporate access in your sell-side relationships
Common mistakes IROs make when it comes to targeting
Advice for small-mid cap companies trying to reach retail investors
How to make your roadshows more successful and what to avoid