Shows
Montreal Now with Aaron Rand PodcastHeurtel: This is Mark Carney’s first real testPolitical analyst David Heurtel is a counsel at Fasken with experience in Government and Public Relations, Environment, Climate Change and Immigration. He can be heard regularly on Montreal Now with Aaron Rand.
2025-08-1810 min
FactSet InsightThe Art of Tailored Investor CommunicationsEffective communication is crucial for investor relations professionals. Mark Fasken, Co-Head of Irwin, a FactSet company, spoke with Danielle Collins, Senior Investor Relations Director at Shell, for her insights. Danielle discusses how to successfully communicate complex technical information to diverse investor audiences. She also shares her expertise in adapting communication strategies and building meaningful investor relationships through an “IR chameleon” approach to personalization and connection.This episode was recorded on December 14, 2024, for the Irwin podcast, Winning IR.The FactSet Insight podcast is for informational purposes only. The information contained within is not legal, tax, or inve...
2025-04-2437 min
Perspectives – Legal Voices on BusinessFrom The Lobby - PM Mark Carney's Leadership Amid US TariffsThis week on From the Lobby, Prime Minister Mark Carney pauses his election campaign to address the escalating crisis caused by global tariffs imposed by US President Donald Trump. Join us as we discuss this unique situation where a federal party leader, never before elected to office, steps into his prime ministerial role amidst an election. With no sitting parliament and no parliamentary opposition, how does the Canadian government navigate these extraordinary circumstances? Join host Dan Brock, along with our expert panel, Guy Giorno, Claudia Feldkamp, and Alex Steinhouse, as they discuss the implications and mechanics of governance in t...
2025-04-0826 minPerspectives – Legal Voices on BusinessFrom The Lobby - Constitutional Questions in Canada’s Federal ElectionIn the latest episode of Fasken’s From The Lobby series, we dive into the Liberal leadership race, featuring front runners Mark Carney and Chrystia Freeland. We explore the implications for Parliament and the next Prime Minister. Join hosts Guy Giorno, Alex Steinhouse, and Andrew House for an insightful discussion. (Recorded March 7)Visit Fasken's Canada-Trump Administration 2.0 page for in-depth insight and analysis.
2025-03-0721 min
Winning IRS4E12: Danielle Collins from Shell on The Art of Investor Communications: Tailoring Strategies for Diverse Investor BasesIn today's complex energy sector, effective communication is crucial for investor relations professionals. In this episode of Winning IR, Mark Fasken speaks with Danielle Collins, Senior Investor Relations Director at Shell, about how to successfully communicate complex technical information to diverse investor audiences. Danielle shares her expertise in adapting communication strategies and building meaningful investor relationships. Listen to the full episode to learn more about:Simplifying technical energy sector concepts for both specialist and generalist investorsBeing an "IR chameleon" - adapting communication styles for different investor typesRegional differences in investor priorities, particularly between European and North A...
2024-12-1037 minWinning IRS4E11: Ken Goff from Vimeo on Video Innovation: Transforming IR Communications for the Digital AgeVideo is transforming how companies communicate with investors and stakeholders. In this episode of Winning IR, Mark Fasken sits down with Ken Goff, Head of IR at Vimeo, to explore the evolving role of video content in investor relations. Ken shares his journey from a traditional IR approach to embracing innovative digital communication methods, drawing from his experience at companies like Facebook, eBay, and now Vimeo. Listen to the full episode to learn more about:The shift from conventional IR communication to video-first contentPractical examples of using video in IR programs, from earnings calls...
2024-12-0323 minWinning IRS4E10 - Inside the Acquisition: How Irwin's Vision Aligns with FactSet's Growth StrategyIn this special episode of Winning IR, co-founders Mark Fasken and David Whyte discuss Irwin's recent acquisition by FactSet and reflect on the company’s evolution from a startup addressing gaps in IR technology to becoming a leading player in the space. The conversation offers unique insights into the founding story, growth journey, and strategic rationale behind the acquisition. Listen to learn about:The inspiration behind Irwin and how the company identified opportunities in the evolving IR landscapeKey milestones in Irwin's growth, from challenges to building relationships and product developmentThe strategic alignment between Irwin and FactSet developed through an...
2024-11-2623 minWinning IRS4E09: Zane Keller from Affirm on The Investor's Perspective: Leveraging Buy-Side Experience in Investor RelationsAbout the EpisodeIn this episode of Winning IR, Mark Fasken sits down with Zane Keller, Head of Investor Relations at Affirm, to discuss how his decade-long experience as a buy-side investor in global financial services companies has shaped his approach to IR. Zane shares how his understanding of investor priorities has influenced his strategies for effective communication and engagement with the investment community. Listen to the full episode to learn more about:Zane's career journey from the buy-side to leading investor relations at AffirmThe typical decision-making process on the buy-side and where IR...
2024-11-1233 minWinning IRS4E08: Helene Dina from HD Strategies on Mastering Investor Days: Essential Strategies for Impactful EventsAbout 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 and Strategy Partner at HD Strategies, to discuss best practices for planning and executing impactful investor days. Helene shares her extensive experience in strategy, operations, and investor relations, offering practical and actionable advice for running best-in-class investor days. Listen to the full episode to learn more about:The importance of investor days and what management aims to achieveKey...
2024-10-2226 minWinning IRS4E07: Michaella Gallina from Wave on The Path to CFO: Leveraging IR Skills for Leadership RolesAbout 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 Officer at Wave, to discuss how her time in investor relations, investment banking, and on the buy-side helped to develop the necessary skills and position her to take on the role of CFO. Michaella shares how her time in IR and the ability to position companies to drive value helped her to become a strategic partner...
2024-09-1727 minWinning IRS4E06: Tiffany Willis from Starbucks on Owning the Narrative and Compelling Storytelling in IRIR 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 Relations at Starbucks, to discuss the art of storytelling in investor relations. Tiffany shares insights from her extensive experience in IR and offers advice to IROs looking to build their storytelling abilities, successfully manage stakeholders, and become the bridge between corporates and The Street.Listen to the full episode to learn more about:...
2024-08-2023 minWinning IRS4E05: Jeff Lambert from TiiCKER on Investing in Loyalty: The Business Case for Engaging Retail InvestorsRetail 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 sits down with Jeff Lambert, CEO and Founder of TiiCKER, an innovative software company that enables companies to engage, verify, and reward consumer shareholders. They discuss the importance of developing a well-thought-out retail investor strategy and the benefits it can bring, such as increased shareholder loyalty and consumer engagement. Listen to the full episode to learn mor...
2024-08-0635 minWinning IRS4E4: Samantha Sandler from SpringWorks Therapeutics on Building an IR Program For Long-Term SuccessWe 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, Head of Investor Relations at SpringWorks Therapeutics, about her experience building an IR program from the ground up. Samantha shares insights from her diverse background in healthcare and corporate investment banking and offers practical advice for new IROs on prioritization, investor targeting, and adapting strategies through the company’s transition from clinical to commercial stage. ...
2024-07-2332 minWinning IRS4E2: Deborah Belevan from Duolingo on Leading the Duo-logue: A Mission-Led Approach to Investor CommunicationsWith 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 discuss how the company’s dynamic and mission-driven culture has impacted its award-winning investor relations program. From earnings calls to shareholder letters, Deborah shares her best advice and experience for thinking differently and building stronger relationships. Listen to the full episode to learn more about:The unique dynamics of IR at DuolingoEmbracing long-term strategy over short-term goalsEngaging investors with a...
2024-06-2519 minWinning IRS4E1: Mark Hayes From Breakwater Strategy on How The Elevated IRO is Navigating The Future of IRFor 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 Breakwater Strategy, to discuss the evolving role of the elevated IRO, the significance of collaboration across functions for effective IR. and how IR can use impact intelligence to customize approaches and gather relevant insights for decision-making and valuation. Listen to the full episode to learn more about:Defining the Elevated IROThe six essential skills of an...
2024-06-1133 min
Lone Star Deep DiveEpisode 5 Part 2: Karen D HaddenOn Episode 5 (Part 1) of the Lone Star Deep Dive Podcast, host Tonya Kleuskens and Mark Nair talk with Karen D. Hadden about her work as the Executive Director of the Sustainable Energy & Economic Development (SEED) Coalition, which aims to prevent high-level nuclear waste from being stored above ground in Andrews County Texas.Karen D. Hadden is a former high school science teacher. She has a passion for clean air, water, and energy to protect public health and minimize climate impacts. As Executive Director of the Sustainable Energy & Economic Development (SEED) Coalition, she advocated for clean-up of coal...
2024-05-2423 min
Lone Star Deep DiveEpisode 5 Part 1: Karen D HaddenOn Episode 5 (Part 1) of the Lone Star Deep Dive Podcast, host Tonya Kleuskens and Mark Nair talk with Karen D. Hadden about her work as the Executive Director of the Sustainable Energy & Economic Development (SEED) Coalition, which aims to prevent high-level nuclear waste from being stored above ground in Andrews County Texas.Karen D. Hadden is a former high school science teacher. She has a passion for clean air, water, and energy to protect public health and minimize climate impacts. As Executive Director of the Sustainable Energy & Economic Development (SEED) Coalition, she advocated for clean-up of coal...
2024-05-2429 minWinning IRS3E8: Jonathan Paterson from Harbor Access on Investor Targeting & Outreach Strategies for Small-Mid-Cap CompaniesThe 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 outreachIncreasing institutional shareholder baseTargeting hedge funds and family officesIncreasing liquidity by targeting hedge funds and family officesThe importance of clear communicationTargeting strategies for...
2024-02-0427 minWinning IRS3E7: Elizabeth Librizzi from AllianceBernstein on Demystifying Buy-Side Corporate AccessOver 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 is some mystery surrounding buy-side corporate access and how IRO’s can begin to leverage these teams to benefit their outreach and relationships. In this episode of Winning IR, Mark Fasken and Elizabeth Librizzi, Chief Administrative Officer for Equities at AllianceBernstein, sit down to discuss how buy-side corporate access can help corporates build long-term sustainable relationships. Listen to the full epi...
2024-01-2130 min
LawNextAn Inside Look At Driving Innovation within A Major Law Firm and A Major Legal DepartmentWhat are the nuances of driving innovation within a law firm or legal department? For an inside perspective on that question, we speak with Rachel Dooley, who at the time of this recording was chief innovation officer at the law firm Goodwin Procter, and Ilona Logvinova, managing counsel and head of innovation for McKinsey Legal. Dooley and Logvinova spoke together at the recent Knowledge Management & Innovation for Legal Conference in New York City, sharing their views and insights on innovation from their unique perspectives. Shortly after they spoke, they sat down live with LawNext host Bob Ambrogi...
2024-01-1023 minWinning IRS3E6: Catherine Buan from Asana on What IROs Need to Know About Going PublicManaging 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 seat to lead a company through their go-public transition. Catherine is an industry veteran and has managed IPOs for some of the biggest tech companies in the market, and she shares some really insightful advice from her years of experience. Listen to the full episode to learn more about: Setting the sta...
2024-01-0827 minLawNextThe Founders of Two Legal Tech Startups: Nicole Clark of Trellis and Kevin Walker and Bryan Davis of CentariToday on LawNext, we feature two brief, back-to-back interviews with the founders of two separate legal tech startups, both recorded live during the inaugural Knowledge Management & Innovation for Legal Conference held recently in New York City. First up is Nicole Clark, cofounder and CEO of Trellis, an AI-powered state court research and analytics platform. (Clark was previously on LawNext in January 2002.) Then, in the second part of the show, we speak with the cofounders of Centari, an AI-powered knowledge management and dealmaking platform, Kevin Walker, the company’s CEO, and Bryan Gilbert Davis, its CTO. LawN...
2024-01-0334 minLawNextKM Keynotes: Andrea Alliston, KM Leader At Fasken, and Mark Smolik, GC at DHL, On Disruption and Innovation in LegalToday’s episode features two interviews on disruption and innovation in legal, with the two keynote speakers from the inaugural Knowledge Management & Innovation for Legal Conference held recently in New York City: Andrea Alliston, partner and leader of knowledge and practice innovation programs at Fasken, Canada’s largest law firm, and Mark Smolik, chief legal officer at DHL Supply Chain Americas. This conference, held in New York in October, was organized by Patrick DiDomenico, president and founder of InspireKM Consulting, and Joshua Fireman, president and founder of the strategic consulting firm Fireman & Company, an Epiq Company. This was t...
2023-12-1833 minWinning IRS3E5: Patricia Cruz from Etsy on Building a Next-Generation IR CareerIn 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-generation IRO. Patricia shares her best advice for finding the path that will bring you the most success in your IR career, getting exposure and building your network, and ensuring you build the right skills to be successful in the long-term. Listen to the full episode to learn more about:In-house vs. consulting - what’s t...
2023-12-1728 minWinning IRS3E4: Andrea Daley from Dentsply Sirona on Navigating IR Amidst Executive TransitionsIR 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 constant care. The role becomes even more critical when a company dominates the headlines.In today’s episode, Mark Fasken sits down with Andrea Daley, Vice President of Investor Relations at Dentsply Sirona. In 2022, just one year into Andrea’s tenure in her first IR role, the company faced numerous executive transitions and challenging situations in the markets and the pres...
2023-12-1121 minWinning IRS3E3: Adam Borgatti from Aecon on How to Expand Your Scope of Responsibility as an IROOne 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 Group, talk about what it takes to expand your scope of responsibility as an IRO, and how to take your leadership to the next level. Adam has held multiple senior leadership positions in the finance industry. He is currently responsible for leading Aecon’s Investor Relations, Sustainability, Corporate Affairs, Corporate Communications and Marketing functions, as wel...
2023-11-2628 minWinning IRS3E2: Moira Conlon from Financial Profiles on Balancing Long-Term Value with Short-Term Success When Communicating With InvestorsThe 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 can you ensure that your vision is understood? In this episode of Winning IR, Mark Fasken and Moira Conlon, Founder, and CEO of Financial Profiles, talk about balancing short-term success and reporting with creating and communicating a long-term, value-driven company story. Listen to the full episode to learn more about:Balancing short-term reporting and selling the long-term strategy of...
2023-11-1229 minWinning IRS3E1: Kendra Brown from FactSet on How IR Can Become a Strategic Partner to the C-SuiteA 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 bandwidth. In today’s episode of Winning IR, Mark Fasken and Kendra Brown sit down to discuss her twenty-four-year career at FactSet, what she brought to IR from her nearly two decades of experience in product management, and how to best become a trusted strategic resource to the C-Suite. Listen to the full episode to learn more about:L...
2023-10-2933 minWinning IRS2E10 - Jordyn Eskijian from H&R Block on Aligning Purpose and Performance Through ESGESG 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, sit down to talk about aligning purpose and performance through ESG to add shareholder value and create positive impact.. Listen to the full episode to learn more about:What motivated H&R Block to implement an ESG strategyThe platforms and frameworks to prioritizeAdapting your ESG strategy to respond to evolutions in the spaceThe biggest obstacles in managing a...
2023-10-1531 minWinning IRS2E9 - Luke Wyse from Triumph Financial on The First 90 Days in a New IR RoleStarting 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 responsibility, the pressure to succeed and provide value early on is paramount. In this episode of Winning IR, Mark Fasken and Luke Wyse, Senior Vice President, Finance & Investor Relations at Triumph Financial, talk about the essential activities and strategies an IRO should focus on in their first 90 days in a new IR role. List...
2023-10-0134 minWinning IRS2E8 - Megan McGrath from Cushman & Wakefield on How To Build Better Relationships With the Sell-SideThe 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 Fasken sits down with Megan McGrath, Senior Vice President of Investor Relations at Cushman & Wakefield. Megan's insights are incredibly valuable for Investor Relations Officers who want to enhance their sell-side coverage. As someone who has worked in the sell-side industry, Megan's advice comes from a place of deep understanding. Having held key positions as an analyst and Director of Research at top...
2023-09-1736 minWinning IRS2E7: Alex Jorgensen From Prosek Partners on Ensuring You Have The Right Team to Go PublicIn 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 and requirements to successfully launch a company into the public markets. Alex has advised on over 35 go-to-market transactions and shares his experience, best practices, and things to avoid. Listen to the full episode to learn more aboutThe team you need to go public, and their importance throughout the processThe importance of p...
2023-09-0439 minWinning IRS2E6 - Chris Mayo from the London Stock Exchange Group on How to Expand Your Access to CapitalIn 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 markets, expanding access to capital through an international listing can provide opportunities from some of the deepest pools of capital in the world. Chris shares his advice for North American companies on listing strategies and what issuers need to know about accessing European investors. Listen to the full episode to learn more...
2023-08-2033 minWinning IRS2E5 - Mary Turnbull from Raymond James on Successful Corporate Access as an IROIn 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 aboutHow corporate access teams are structured and best practices for IR and corporate accessThe most valuable formats for IROs, management, and...
2023-08-0734 minWinning IRS2E4 - Rodney Nelson from Twilio on the Importance of Deeply Understanding Your Shareholder BaseIn 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 publi...
2023-07-2331 min
Winning IRS2E3 - Gene Rubin from Rivel on Everything You Need To Know About Perception StudiesIn this episode of Winning IR, Mark Fasken sits down with Gene Rubin, President of Rivel—the largest global perception study provider—to discuss how companies can gain competitive advantages by utilizing research, insight, and distinctive communications. Gene talks about the insights and value a perception study can provide, what point IRO’s should consider conducting one, the value of hiring an outside firm, and more insights from his 20-plus year tenure at Rivel.In this episode, we cover:What a perception study isThe events that may trigger a need...
2023-07-0938 min
Winning IRS2E2 - Scott Einberger From JLL on Investor Targeting in the Real WorldIn this episode of Winning IR, Mark Fasken sits down with Scott Einberger, Investor Relations Officer at JLL, to talk about how he approaches investor targeting and practical advice for IR teams looking to attract new investors.Scott shares his best advice and tips on building, prioritizing, and measuring his investor targeting efforts, and what advice IROs need to know when it comes to effective investor outreach and relationship building. In this episode, we cover:How to build and prioritize a targeting listIn-house investor targeting vs. third partyHow much time investor targeting s...
2023-06-1831 min
Winning IRS2E1 - Rebecca Gardy From Campbell Soup Company on The IRO's Blueprint For Leading Through InfluenceIn this new episode of Winning IR, Mark Fasken sits down with Rebecca Gardy, Senior Vice President and Chief Investor Relations Officer at Campbell Soup Company, to talk about how to lead through influence and foster stronger relationships with external and internal stakeholders. Rebecca talks about the three most important skills for a successful IRO, the importance of trusted relationships between IR and internal stakeholders that create value for the whole organization, how IROs can build the skills needed to grow, and more insights from her extensive career in finance and communications. In this ep...
2023-06-0428 minWinning IRS1E10 - Building a Strong Support System: The Power of Community in Investor Relations With Matt Brusch, NIRIThis episode of Winning IR explores the value and necessity in building a network of fellow investor relations professionals. Matt Brusch, President and and CEO at NIRI (National Investor Relations Institute in the USA) joins Mark Fasken to share his perspective on the uniqueness of the investor relations function and the importance of being able to connect with and learn from your peers. Listen to the episode or read the transcript to learn more about:What are the challenges of learning investor relations? What characteristics and talents do IR professionals have in common?How do professional as...
2023-04-3018 minWinning IRS1E09 - Bridging the Gap Between IR & PR to Build Attractive Investor Brands with Fabiane Goldstein, GraylingThis episode of Winning IR discusses the similarities and differences of investor relations and public relations. Fabiane Goldstein, Investor Relations Senior Director at Grayling, joins Mark Fasken to talk about the overlap between IR and PR and what IR professionals can do to maximize their investor brand. Listen to the episode or read the transcript to learn more about:How does IR relate to PR? What challenges arise when building an investor brand?Why is social media important for investor relations?How should IROs approach building a social media / PR strategy? What are the first steps they can t...
2023-04-1636 minWinning IRS1E08 - The Whole Picture: Involving Multiple Stakeholders in Investor Relations With Jeremy Cohen, Alight SolutionsThis episode of Winning IR explores what it means to implement a total stakeholder approach. Jeremy Cohen, Vice President Investor Relations at Alight Solutions (SVP IR and Financial Communications at Edelman Smithfield at time of recording), joins Mark Fasken to share his perspective on how a successful IRO must act as a hub to connect stakeholders to strategy. Listen to the episode or read the transcript to learn more about:What is a “Total Stakeholder Approach”, and why is it important?Why does IR need to have a seat at the table for strategic discussions and strat...
2023-04-0220 minWinning IRS1E07 - IR Innovators: Creative Tactics for Standing Out and Engaging Investors with Alyssa Barry & Caroline Sawamoto, irlabsThis episode of Winning IR explores the innovative ways that modern companies are seizing the attention of institutional and retail investors. Alyssa Barry and Caroline Sawamoto, Principals and Co-Founders at irLabs, join Mark Fasken to share the tips and tricks they use to create value and interest for issuers.Listen to the episode or read the transcript to learn more about:How can IROs incorporate untraditional and creative elements into their IR programs?What makes for a compelling story? What differentiates a compelling story from a bland one? What can IROs do to improve their storytelling?Ho...
2023-03-1932 minWinning IRS1E06 - IR on the Cutting Edge: Navigating Investor Relations in Emerging Industries With Leah Gibson, CybinThis episode of Winning IR explores the challenges faced by IROs and issuers in new and emerging industries. Leah Gibson, Vice President, Investor Relations & Strategic Communications at Cybin Inc., joins Mark Fasken to share her perspective from transitioning from a traditional biotech company to one developing treatments derived from psilocybin, a Schedule 1 Substance in the US.Listen to the episode or read the transcript to learn more about:The similarities and differences between IR for traditional and emerging companies.How to address gaps in investor education.Managing the risks and challenges associated with early stage companies. Ho...
2023-03-0527 minWinning IRS1E05 - Catapulting Your Career: The Habits of High-Performing IROs with Smooch Repovich RosenbergThis episode of Winning IR explores what qualities and actions separate the top performing IROs from their counterparts, and how CEOs and CFOs determine the best candidate for their enterprise. Smooch Repovich Rosenberg, Founder and Chief Talent Innovator at Smooch Unplugged, joins Mark Fasken to share her learnings from over three decades as a human capital expert. Listen to the episode or read the transcript to learn more about:What does the current career market look like for investor relationships?How have the expectations have changed for investor relations professionals in the last five years? But wh...
2023-02-2039 minWinning IRS1E04 - Building a Strong Foundation: Creating an In-House Investor Relations Department from the Ground Up With Brooks Rennie, Byline BankThis episode of Winning IR highlights the challenges and benefits of building an in-house investor relations department from scratch. Brooks Rennie, Vice President, Head of Investor Relations at Byline Bank, joins Mark Fasken to share his experience in developing an investor relations department from the ground up. Listen to the episode or read the transcript to learn more about:What steps should you take to build a business’ IR function from scratch? What’s needed to get from day one to long term success?How can you become an expert in the company story in a short amount of t...
2023-02-0528 minWinning IRS1E03 - Best Practices for Earnings Calls with Jason Fooks, iStarThis episode of Winning IR discusses how to use your earnings call to strategically grow your audience and disseminate your company story. Jason Fooks, SVP of Investor Relations & Marketing, joins Mark Fasken to share the learnings from the nearly 100 earnings calls he’s done in his tenure. Listen to the episode or read the transcript to learn more about:Why are earnings calls so important, and how can IR teams make the most of them?Why and how IROs can grow the audience for earnings calls.Deciding the key themes to cover during your earnings call.How to fr...
2023-01-2231 minWinning IRS1E01 - The Most Frequently Asked Questions About ESG with Victoria Sivrais, Clermont PartnersThis episode of Winning IR discusses the most common questions IROs have about ESG and its practice. Victoria Sivrais, Partner at Clermont Partners, joins Mark Fasken to discuss the guidance she gives her clients on the implementation and best practices of ESG and disclosures. Listen to the episode or read the transcript to learn more about:How do we improve our current ESG ratings?Which ESG Questionnaires should we focus on?How do I get my company on board [with ESG]? How do I get the budget for it? What ESG materials should my company be developing?What E...
2023-01-2231 minWinning IRWinning IR- S1E00 - This is Winning IR, an Investor Relations PodcastThere’s an inspirational community of professionals working in investor relations, but so few opportunities to learn from our peers and hear about their stories, their challenges, and their triumphs. Investor relations has changed drastically since the coining of the term by General Electric in 1953. Today’s IROs need to foster deep relationships with the investment community, act as strategic advisors to the management team, become experts in ESG and corporate governance, all while providing quality, transparent and credible information to investors. There's tremendous insight to be gained from IR professionals who have weathered the changes of the i...
2023-01-1201 min
ON PointCan You Copywrite Your Tattoos?Guest host Rob Fai is joined by Mark Penner, a Toronto-based Trademark & Patent Lawyer & Partner with Fasken Law Offices to talk about why Cardi B could be facing some legal troubles for misusing a man's tattoos to make an explicit mixtape cover.
2022-10-2010 min