Summer in IR: Corporate Access Planning After the Corporate Access Review, you now have the inputs to plan the rest of 2H and take a...

Summer in IR: CEO Corporate Access Review The midyear CEO Corporate Access Review is one of the most underused tools in IR.  At many...

Summer in IR: Strategic Planning & LRFPs  IR’s role in strategic planning is more than just showing up – it’s helping frame the...

Summer in Corporate IR has a rhythm of its own.  Across every IR role I’ve held – three companies, two industries, three market caps –...

If I’m a small-cap company trying to engage more investors, I’m doing this every quarter:  A direct virtual non-deal roadshow (NDR)....

You just attended a conference. You hosted a fireside chat… you had solid turnout for your 1x1s… but it was mostly the investors you saw...

Just a few quick tips that I've always found useful: Prioritize your schedule. If there are gaps in the day, work with your conference...

What metrics can you use to determine the quality of an investor?  I start with: Shares held Purchasing power Holding period  These...

What makes a quality investor? It depends on your story… Are you at the beginning of a new 3-year financial plan with a long-term vision...

What took me 10 years to figure out: When targeting investors, you need to look beyond the institutional level. Institutional data...