Explorez tous les épisodes de IR in Focus
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| 30 Sep 2024 | Managing Broker Relationships And Fine-Tuning Investor Messaging | 00:21:14 | |
In this episode of IR in Focus, host Carmen Lilly sits down with Melissa Otto, Head of TMT research at Visible Alpha, to discuss the evolving landscape of broker relationships, managing investor communications, and maintaining consistent messaging in the world of investor relations. More S&P Global Content:
Visible Alpha is a part of S&P Global, creating a premium offering of fundamental investment research capabilities with S&P Global Market Intelligence’s Capital IQ Pro platform. Visible Alpha’s deep, granular consensus and broker estimates data complements Capital IQ’s broad estimates solution. The combination of our businesses allows us to offer an incredibly comprehensive platform for financial analysis, and our goal remains the same: to help you make more informed decisions while saving time and increasing efficiency. Credits:
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| 28 Aug 2023 | Lessons from Gen Z | 00:23:08 | |
Host Carmen Lilly dives into the career pathways of Gen Z IROs. Generation Z is currently the largest generation on Earth. This episode’s Special guest was recently honored by the National Investor Relations Institute in their "Rising Leaders Under 40". Miranda Villavecencio, Investor Relations Analyst at Ball Corporation and Co-Sponsorship Chair for the Rocky Mountain Chapter of the National Investor Relations Institute. They dive into Gen Z's nontraditional entries to the IR profession. Carmen and Miranda discuss experience with organizations' early careers recruitment strategies, post-pandemic transition to work, social investing and aligning work to Gen Z values, in addition to work/life balance, the rise of sustainability practices, and emerging technology. | |||
| 25 Oct 2023 | The Retail Investor Sweet Spot | 00:24:40 | |
In this episode, host Carmen Lilly takes a closer look at retail investors, how they behave, and their strengths and explores top tips for engaging with this diverse investor base. Carmen is joined by special guest, Matt Joanou, CEO and co-founder of Stakeholder Labs. Their conversation dives into institutional investors' relationship with the retail investor community, and what opportunities exist to leverage retail investor sentiment, participation and growth. Take a listen now. | |||
| 30 Jan 2023 | Trailer - IR in Focus | 00:01:08 | |
IR in Focus is a monthly podcast series intended to illuminate emerging, evergreen, and exceptional challenges faced by corporate issuers, asset managers and IR professionals. The podcast offers commentary, analysis and dialogue in a conversational and accessible style with actionable insights to advance strategic decision-making in fluctuating markets. | |||
| 14 Nov 2024 | Best Practices For Managing Investor Communication, Feedback Cycle and Engagement | 00:26:52 | |
In this episode of IR in Focus, host Carmen Lilly and special guest Michaella Gallina explore best practices and approaches to investor communication. Listen in for a lively discussion on how to align messaging with a corporation's long-term vision, tips on how to manage shareholder and C-Suite expectations and how to adapt in a constantly changing financial landscape.
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| 28 Mar 2023 | Strategic Sustainability Insights for IROs | 00:26:13 | |
Host Carmen Lilly follows up on her compelling Sustainability and Governance Regulations Deep Dive episode with two well-versed speakers to discuss sustainability disclosures, including how to communicate via reporting, plus essential insights on effectively communicating an ESG strategy to craft and deliver an organization's story accurately to the market. | |||
| 28 Jul 2023 | A Retrospective: The Big Picture Analysis | 00:20:30 | |
Back from a short June break, host Carmen Lilly dives into top predictions and market trends with a macroeconomic recap of the first half of 2023, taking a look at top-of-the-year predictions, with a look back at our 2023 Big Picture Investor Relations Outlook. Carmen is joined by colleague, Chris Blake, Executive Director of Advisory Innovation and Technology, who has a breadth of experience working with Investor Relations teams in various roles across IPREO, IHS Markit, and now S&P Global Market Intelligence for more than ten years. | |||
| 19 Apr 2023 | Insights to Navigate Investor Activism | 00:25:20 | |
Host Carmen Lilly explores investor activism trends, themes, and key developments that are shaping the landscape for IROs, with insights on what to expect for 2023 and best practices to navigate the year ahead. In this fourth episode, Carmen is joined by her colleague, Ken Shimokawa, Director of the Financial Institutions Desktop, and special guest Jack Spinks, Head of Investor Relations at Zymeworks, Inc. Listen in for key insights and takeaways to navigate the evolving activist landscape. | |||
| 28 Dec 2023 | Pace, Progress & Outcomes at COP28 | 00:28:19 | |
In this final episode of 2023, host Carmen Lilly is joined by Lindsey Hall, Head of Thought Leadership at S&P Global Sustainable1 and co-host of the ESG Insider podcast. Together they discuss the pace of progress, with insightful dialogue on the outcomes from COP28 (the United Nations' 28th Conference of the Parties on Climate Change). Their discussion explores sentiments heard from global stakeholders across public and private sectors, as corporations, governments and financial institutions navigate their sustainability journey seeking solutions to the far-reaching climate crisis, whether through aligning to the Global Stocktake, adhering to regulatory frameworks, assessing climate-related risks, or adjusting business strategies to foster nature-positivity. Take a listen now. | |||
| 31 Mar 2024 | The Impact of Investor Activism | 00:27:03 | |
In this episode we explore the impact of investor activism on corporations and strategies for navigating this increasingly prevalent phenomenon. Guest speakers, John Karageorge (S&P Global) and Craig Wadler, (Moelis & Company) are experts in corporate governance and shareholder engagement, and offer valuable insights into how corporations can effectively respond to investor activism and leverage it as an opportunity for positive change. Tune in to gain valuable insights into how corporations can effectively navigate investor activism and unlock shareholder value through proactive engagement and strategic governance practices. | |||
| 29 Jan 2024 | AI: Beyond the Buzz | 00:24:35 | |
In a world, where AI is ostensibly at everyone's fingertips and has largely gone from buzzworthy to saturated - gain a clearer perspective for your IR program. Host Carmen Lilly sits down with colleague, Daniel J. Sandberg, a thought-leader at the intersection of data science, finance, and mathematics for an engaging, fresh take on Artificial Intelligence or "AI". Their conversation unveils AI origins, implications for IR practitioners, what to avoid, plus tips for navigating emerging and evergreen technologies to accelerate progress for IROs. | |||
| 29 Feb 2024 | Corporate Capital Allocation Trends | 00:22:29 | |
Thinking about reworking your corporation's capital allocation strategies? Host Carmen Lilly sits down with, Christopher Stroh, Executive Director at S&P Global and head of the Situational Analytics team, to take a closer look at the dynamic nature of capital allocation decisions, how they are shaped by a multitude of factors ranging from economic conditions to stakeholder expectations, and the importance of strategic adaptation in an ever-changing business environment. | |||
| 28 Sep 2023 | Evolution of Shareholder Engagement | 00:21:18 | |
In this episode, host Carmen Lilly explores effective engagement with investors, from shareholder composition to industry trends and post-pandemic shifts in investor behaviors and regulatory requirements. Carmen is joined by two esteemed guests from the Investment Research Firm, Edison Group, Neil Shah, Executive Director of Content & Strategy, and Patrick Yau, Managing Director of Strategic Investor Relations. Their robust conversation looks at current trends, and the nascent arc of investor relations as new shareholder groups express dominance in various sectors, including retail, sustainability, and more. Take a listen now. | |||
| 28 Nov 2023 | Capital Markets Outlook | 00:30:15 | |
In this episode, host Carmen Lilly is joined by fellow podcast host, of Street Talk, Nathan Stovall. Carmen and Nathan's discussion dives into a brief recap of the year, including major events within the banking sector and the implications for investors, they unpack capital markets forecasts for 2024 - with insights on whether economic conditions will stabilize and broader valuation expectations. | |||
| 15 Jan 2025 | Insights Into The Economics of Labor for Corporations | 00:32:28 | |
In this episode of IR in Focus, host Carmen Lilly is joined by Ph. D. Economist and Independent Economic Policy Consultant Economist Kathryn Edwards. From emerging trends and themes, to practical tips on managing your workforce, listen in to hear an insightful discussion on the economics of labor and what corporations should prepare for in 2025. More S&P Global Content: Credits:
www.spglobal.com/market-intelligence
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| 31 Jan 2023 | Digital Innovation to Drive Investor Engagement | 00:20:21 | |
In this episode of "IR in Focus," host Carmen Lilly discusses investor engagement and communication strategies with special guest Mark Grant - SVP, of Investor Relations, at S&P Global. The robust conversation dives into the role data plays within IR, with actionable insights to empower your decision-making to best engage with investors and effectively monitor the financial markets, peers, and company performance.
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| 30 Apr 2024 | Exploring the Sustainability Evolution | 00:18:41 | |
Join host Carmen Lilly in an insightful discussion on sustainability regulatory developments and industry initiatives with Michael Taschner, Executive Director at S&P Global Market Intelligence. Tune in to hear expert opinions on best practices and sustainability strategies that will play outsized roles in shaping the future of financing and investment. Credits:
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| 28 Aug 2024 | Keys To Successful Virtual And Hybrid Investor Events | 00:23:15 | |
In this episode, host Carmen Lilly is joined by the CMO of GlobalMeet, Trent Waterhouse, to dive into the evolving landscape of virtual events in investor relations. We explore trends and themes in virtual event hosting, address challenges faced by companies in planning, coordination and execution, and how data analytics have become essential to measuring success. The conversation also touches on future trends and the impact of emerging technologies on investor communications. Tune in for insights on the future of virtual and hybrid investor relations events. More S&P Global Content:
About GlobalMeet: GlobalMeet empowers IR programs to design and execute polished investor calls with silky-smooth, high-definition video and audio. With fewer distractions and more control over your meeting, you can rest assured that your message comes across crystal clear to those listening on the other side.
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| 31 May 2023 | Master the Message | 00:22:31 | |
In this episode, host Carmen Lilly dives into communication strategies and explores emerging technologies leveraging Natural Language Processing and AI. Whether you are communicating earnings results, risks, or the pathway to profitability, keeping your message clear, concise and tailored to your audience is an essential skill for an IRO. Marc Dreschler, Senior Principal at management consulting firm, Myriant provides actionable insights for IR professionals who act as their company’s bullhorn. | |||
| 31 Jul 2024 | Economic Forecasts And Investor Signals | 00:30:07 | |
In this episode, host Carmen Lilly is joined by Chris Williamson, Chief Business Economist at S&P Global Market Intelligence for a discussion on macroeconomic conditions and outlook, with insights on how the Investment Manager Index measures and forecasts investor sentiment and what these signals mean for businesses and corporations.
More S&P Global Content:
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| 10 Feb 2025 | AI Landscape for IR Professionals in 2025 | 00:35:36 | |
AI is evolving, how is your corporation preparing? In this episode of IR in Focus, host Carmen Lilly is joined by Eric Hanselman, Chief Analyst, Data and Research for S&P Global Market Intelligence. Tune in to discover emerging themes in AI and recommendations for corporations to navigate this rapidly evolving landscape.
More S&P Global Content:
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| 28 Feb 2023 | Sustainability and Governance Regulations Deep Dive | 00:24:43 | |
Host Carmen Lilly explores emerging sustainability regulations, with outlooks on the implications of climate-related requirements on capital markets, from special guest Andreas Posavac, Head of Corporate Governance, Sustainability, and M&A. Together they explore the proposed rules and actionable insights to best plan for climate-related standardized reporting measures. | |||