By Irwin
5
55 ratings
The podcast currently has 40 episodes available.
About the Episode
In 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:
This episode provides valuable insights for IR professionals looking to enhance their strategies and create more meaningful engagements with the investment community.
About our Guest
Zane Keller is the Head of Investor Relations at Affirm, a leading financial technology company. Before taking on his current role, he built an extensive background in financial services, with over a decade of experience on the buy-side. He previously served as a Director and Equity Research Analyst at Barrow Hanley Global Investors, where he invested in global financial services companies across various sectors, including banking, consumer finance, and payments.
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
About this episode
Investor 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:
About our guest
Helene Dina is the President and Strategy Partner at HD Strategies, a unique advisory practice that provides strategic planning and communications for high-growth companies. With over 20 years of experience in strategy, operations, investor relations, and digital transformation, she has served in senior roles at various firms, including as VP of Investor Relations at The Walt Disney Company. Helene works with clients to design bold growth strategies, shape their investment narratives, and create best-in-class investor communications programs. She holds an MBA from Harvard Business School and a Bachelor of Arts degree in Economics from the University of California, Berkeley.
Additional Resources
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
About the episode
Your 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 within the leadership team and set her up for success. Listen to the full episode to learn more about:
About our guest
Michaella Gallina is the Chief Financial Officer at Wave and the Vice President of Investor Relations, ESG, and productivity at H&R Block. Before taking on the CFO role, she built an impressive track record in investor relations, managing through acquisitions, activist investors, and restructuring. She was previously a consumer and technology analyst on the buy side and worked in investment banking.
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
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 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:
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
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 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 more about:
Jeff Lambert is the Founder & CEO of TiiCKER, an intelligent software platform that engages, verifies, and rewards individual investors through integrated content, shareholder rewards, and zero-commission training. Jeff is also the CEO of Lambert, a national public relations, investor relations, and marketing services firm based in Michigan.
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
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, 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.
Listen to the full episode to learn more about:
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
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 successful IR. In today’s episode of Winning IR, Mark sits down with Andrew Storm, Managing Director of Investor Relations at Delta to discuss the challenges of navigating investor bias, using storytelling to reshape perceptions, and building strong and engaging relationships.
Listen to the full episode to learn more about:
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
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 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:
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
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 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:
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
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 Relations at Ulta Beauty, draws on her 25 years of experience in IR and shares insights on activism readiness and how investor relations officers should prepare for and approach potential activist campaigns.
Listen to the full episode to learn more about:
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
The podcast currently has 40 episodes available.
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