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.
Winning IR
S3E8: Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap Companies
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Irwin
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Season 3
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Episode 8
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 Fasken sits down with Jonathan Paterson to discuss how mid-cap companies can build effective targeting and outreach strategies.
Listen to the full episode to learn more about:
- Common objectives in investor outreach
- Increasing institutional shareholder base
- Targeting hedge funds and family offices
- Increasing liquidity by targeting hedge funds and family offices
- The importance of clear communication
- Targeting strategies for small-mid-cap companies
- Incorporating existing data into engagement strategies
- The role of social media in IR
- Crafting the perfect investor outreach email
- And more
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
