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.
Episodes
39 episodes
S4E08: Helene Dina from HD Strategies on Mastering Investor Days: Essential Strategies for Impactful Events
About this episodeInvestor 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 an...
•
Season 4
•
Episode 8
•
26:48
S4E07: Michaella Gallina from Wave on The Path to CFO: Leveraging IR Skills for Leadership Roles
About the episodeYour 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 ...
•
Season 4
•
Episode 7
•
27:26
S4E06: Tiffany Willis from Starbucks on Owning the Narrative and Compelling Storytelling in IR
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 R...
•
Season 4
•
Episode 6
•
23:42
S4E05: Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail Investors
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...
•
Season 4
•
Episode 5
•
35:06
S4E4: Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term Success
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, He...
•
Season 4
•
Episode 4
•
32:09
S4E3: Andrew Storm from Delta Airlines on Shifting Investor Bias: How to Transform Perception and Attract Investment
Few industries experience the volume of existential events, personal biases, and complexities as the airline industry. Shifting bias, transforming the narrative, and thinking creatively for investor relations in these industries is paramount to...
•
Season 4
•
Episode 3
•
28:45
S4E2: Deborah Belevan from Duolingo on Leading the Duo-logue: A Mission-Led Approach to Investor Communications
With the ever-changing landscape of investor relations, having a mission-led corporate culture can drive more innovative and successful investor relations programs. In this episode of Winning IR, Mark Fasken sits down with Deborah Belevan to di...
•
Season 4
•
Episode 2
•
19:07
S4E1: Mark Hayes From Breakwater Strategy on How The Elevated IRO is Navigating The Future of IR
For IROs, it is more important than ever to understand strategic trajectory, market position, and risk management for their companies. In today’s episode, Mark Fasken sits down with Mark Hayes, Partner and Head of Capital Markets Advisory at Br...
•
Season 4
•
Episode 1
•
33:54
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...
•
Season 3
•
Episode 10
•
28:31
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 Calusdia...
•
Season 3
•
Episode 9
•
25:48
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 F...
•
Season 3
•
Episode 8
•
27:25
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 i...
•
Season 3
•
Episode 7
•
30:00
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 se...
•
Season 3
•
Episode 6
•
27:25
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-gener...
•
Season 3
•
Episode 5
•
28:36
S3E4: Andrea Daley from Dentsply Sirona on Navigating IR Amidst Executive Transitions
IR is a busy and sometimes chaotic role at any public company. IR teams carry the weight of relationships that can impact a company's performance in the public markets, and managing, maintaining, and growing those relationships requires constan...
•
Season 3
•
Episode 4
•
21:22
S3E3: Adam Borgatti from Aecon on How to Expand Your Scope of Responsibility as an IRO
One of the topics we often hear within the IR community is how to earn a seat at the strategic table. On this episode of Winning IR, Mark Fasken and Adam Borgatti, Senior Vice President, Corporate Development and Investor Relations at Aecon Gro...
•
Season 3
•
Episode 3
•
28:12
S3E2: Moira Conlon from Financial Profiles on Balancing Long-Term Value with Short-Term Success When Communicating With Investors
The earnings cycle can sometimes force a focus on communicating short-term results and strategies with the investment community. This can sometimes prevent issuers from sharing their companies' long-term vision and strategy effectively. So how ...
•
Season 3
•
Episode 2
•
29:08
S3E1: Kendra Brown from FactSet on How IR Can Become a Strategic Partner to the C-Suite
A foundational component to your success as an IRO is your ability to effectively build relationships and engage the C-Suite. This is no small task, as senior stakeholders tend to have varying priorities, appetites for information, and bandwidt...
•
Season 3
•
Episode 1
•
33:07
S2E10 - Jordyn Eskijian from H&R Block on Aligning Purpose and Performance Through ESG
ESG remains high on the priority list for investor relations, but what does that mean to your everyday workflows? In this episode of Winning IR, Mark Fasken and Jordyn Eskijian, Program Manager, Investor Relations & ESG at H&R Block, si...
•
Season 2
•
Episode 10
•
31:06
S2E9 - Luke Wyse from Triumph Financial on The First 90 Days in a New IR Role
Starting a new role is stressful for any professional. It’s been proven that making a career change is one of your life’s most stressful events. With IR being such a critical function within a company, and with limited resources and increasing ...
•
Season 2
•
Episode 9
•
34:20
S2E8 - Megan McGrath from Cushman & Wakefield on How To Build Better Relationships With the Sell-Side
The sometimes adversarial nature between Corporate IR and the Sell-Side can result in some unknowns when it comes to building strong and mutually beneficial relationships between IROs and sell-side analysts. In this episode of Winning IR, Mark ...
•
Season 2
•
Episode 8
•
36:13
S2E7: Alex Jorgensen From Prosek Partners on Ensuring You Have The Right Team to Go Public
In today’s episode of Winning IR, Mark Fasken sits down with Alex Jorgensen, Managing Director and Head of IR at Prosek Partners to talk all things IPO. Navigating an initial public offering is no small feat, with many moving pieces...
•
Season 2
•
Episode 7
•
39:43
S2E6 - Chris Mayo from the London Stock Exchange Group on How to Expand Your Access to Capital
In today’s episode of Winning IR, Mark Fasken sits down with Chris Mayo, CFA, the Head of Primary Markets, Americas, at the London Stock Exchange Group (LSEG). As companies in North America continue to seek out capital in the public...
•
Season 2
•
Episode 5
•
33:10
S2E5 - Mary Turnbull from Raymond James on Successful Corporate Access as an IRO
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 pr...
•
Season 2
•
Episode 5
•
34:03
S2E4 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder Base
In this episode of Winning IR, Mark Fasken sits down with Rodney Nelson—VP of Investor Relations at Twilio (Director and Head Of Investor Relations of Qualtrics at the time of recording). Rodney shares his expert perspective on why ...
•
Season 2
•
Episode 4
•
31:25