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 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

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

Chapters

• 0:00 Mary Turnbull
• 1:30 How Corporate Access teams are structured
• 3:49 Are certain formats more valuable to IROs, management, or investors?
• 6:34 How to determine what conferences IR should attend
• 10:01 How IROs can interact with Corporate Access to enhance their investor targeting success
• 14:12 IR Corporate Access best practices
• 15:32 What IROs need to know about the sell-side model
• 18:20 Getting coverage as a small-mid cap company
• 20:27 The importance of corporate access in your sell-side relationships
• 22:36 Common mistakes IROs make when it comes to targeting
• 25:20 Advice for small-mid cap companies trying to reach retail investors
• 29:25 How to make your roadshows more successful and what to avoid