Q&A on Earnings Shareholder Letters, Video Earnings Calls, and Investor Day Experiential Ideas

Instead of going deep on one topic, we’re answering a few of the questions we’ve been hearing from the IR community lately. Chances are, these have been on your mind too. Q1: “We’re thinking about moving to a shareholder letter format instead of the usual earnings press release. Who’s doing...

5 Practical Takeaways for IROs, Straight from a Buy-Side Investor

We recently tuned in to a teaser of an IR masterclass featuring Stephen Yiu, co-founder of Blue Whale Growth Fund, a London-based buy-side investor. Hearing it straight from an investor was especially valuable. While some of the points may feel familiar, it was validating to hear them framed from the investor’s...

How We Help IROs Deliver High-Stakes Investor Communications

Most weeks, we share ideas to help you maximize your impact as an IRO. Once a quarter, we zoom out and show you how we partner with IROs to build high-stakes investor presentations. This is that issue. Let’s get into it. We’ve framed this issue around a few frequently asked...

3-2-1: A Buyer’s Deal-Breakers, Lessons from Dr. Squatch, and Getting Seasonal Displays Right

3 Insights Worth Your Attention I. Operational Friction is One of the Fastest Ways to Lose a Buyer’s Trust, Even if the Product is Great. Robert Johnson (Category Manager, New Seasons Market, a regional grocer based in Pacific NW) points to the everyday friction from CPG Sales execs that slows...

Insights from “Perception to Reality: Involving the Investor Perspective in Corporate Strategic Planning”.

We’re continuing our popular recap series from the NIRI 2025 Conference. This session, was well-attended, and I thought the nuggets are worth sharing. So let’s dive in! The panel featured moderator Mark Hayes (Partner, Breakwater Strategy) and senior IROs Amy Wakeham (Solventum), Debbie Hancock (Lamb Weston), and Mark Macaluso (ITT)....

What We Learned from Roger Ferguson on “The Promise of Capitalism: Past, Present, and a Brighter Future”.

As promised, we’re back with another session recap from the NIRI 2025 Conference. This one felt different. It is less about tactics, more about perspective. It was a conversation that reminded us of sitting down with a wise grandfather: someone who’s seen cycles come and go, who doesn’t get rattled...

Hallmarks of Best-in-Class Investor Days

We attended the NIRI 2025 Annual Conference in Boston earlier this month, and one standout session was a panel titled “Hallmarks of Best-in-Class Investor Days.” Moderated by Rob Lockerman (VP, Investor Day Practice, Corbin Advisors), the session featured IR veterans Shelly Hubbard (VP, IR, Pentair plc) and Heather Kos (SVP,...

3-2-1 from NIRI ’25 Conf. – Affirming IR’s Value, Integrating Investor Insights, and What’s Next for ESG

Just wrapped up a few days at the NIRI 2025 Annual Conference in Boston. Here are 3 standout sessions, 2 sharp stats, and 1 quote we’re still thinking about, all heard on stage or in conversations with peers and panelists. Whether you attended or missed it, we hope this gives...

3 Sessions Worth Your Time at NIRI Annual Conference 2025

Ahead of this year’s NIRI Annual Conference, we wanted to share a few sessions we’ve been especially close to. Our founder and CEO, Harry, served as a conference committee liaison this year, supporting content planning through the education track. Along the way, he had the opportunity to sit in on...

3 Ways IROs Are Expanding Their Reach Beyond Wall Street

Today’s investor communications go far beyond the earnings call and press release.  The smartest IROs are playing the surround sound game. They repeat their message across different platforms like LinkedIn, X, YouTube, podcasts, and investor platforms like Say Technologies. They also deliver it in different formats like video, audio, visual...

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