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 IROs should have a solid understanding of their investor base, the importance of conducting an investor analysis, and further insights on the evolution of a public company’s shareholder base.

Listen to the full episode to learn more about:

• How a company’s investor base will change as they make the transition to a public company —and over time.
• How to engage with new and different types of investors. 
• The importance of understanding the profile of your company’s investor base, and how to achieve it. 
• How to present an investor analysis to the board of directors. 

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Chapters

• 0:00 Rodney Nelson
• 1:02 Investor base differences based on public company maturity
• 3:48 Biggest adjustments for IR post-IPO
• 8:00 The importance of better understanding your shareholder base and ensuring alignment with your company strategy
• 12:11 What can new IROs do to understand the makeup of their investor base and determine risks?
• 15:06 Balancing nurturing shareholder relationships with future targeting prospects
• 18:49 Why the IRO needs to "see around corners"
• 20:22 Presenting risk and opportunity to boards and management teams
• 26:18 Advice on shareholder analysis for IROs coming into a business