IR in Focus

In this episode of "IR in Focus," host Carmen Lilly engages in a thought-provoking discussion with Nithya Das, GM of the governance business and chief legal officer at Diligent. Together they explore the evolving relationship between corporate boards and C-suite executives and key themes, including the shifting priorities for boards in 2025, such as focusing on growth opportunities, CEO succession planning, and navigating geopolitical risks. This episode underscores the critical role of effective governance in shaping corporate strategy and fostering inclusive leadership. More S&P Global and Diligent Content: ·         Market Insights Reporting, powered by S&P Global Market Intelligence ·         Navigating the Evolving Landscape of Corporate Governance: Key Insights from Our Recent Webinar with Diligent ·         S&P Global Research and Insights: Trade Tensions Credits: Host/Author: Carmen Lilly Guest: Nithya Das Producer: Carmen Lilly www.spglobal.com www.spglobal.com/market-intelligence

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: S&P Issuer & IR Solutions Next in Tech: Ep. 203 NRF conference shows AI challenges and rewards The 2025 Generative AI Outlook Credits: Host/Author: Carmen Lilly Guest: Eric Hanselman Producer: Carmen Lilly www.spglobal.com www.spglobal.com/marketintelligence

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: S&P Issuer & IR Solutions Research and Publications by Kathryn Edwards S&P Economic Research Credits: Host/Author: Carmen Lilly Guest: Kathryn Edwards Producer: Carmen Lilly   www.spglobal.com www.spglobal.com/marketintelligence     

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.

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: IR & Issuer Solutions Upcoming Webinar October 9th, register here. From Noise to Knowledge: Mastering Earnings Season and Looking Ahead to 2025 In today's fast-paced and data-driven investment environment, the challenge of extracting meaningful insights is particularly acute during earnings season. With a flood of financial reports, heightened market volatility, and unpredictable investor reactions, navigating this period requires more than just surface-level analysis—it demands precision, strategy, and a long-term view. Join us for an insightful webinar on mastering the complexities of the upcoming earnings season and looking ahead to 2025. Our expert panel will break down the latest earnings results, provide forward-looking analysis, and demonstrate how to transform complex data into clear, actionable insights. About VisibleAlpha: 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: Host/Author: Carmen Lilly Guest: Melissa Otto Producer: Carmen Lilly www.spglobal.com www.spglobal.com/marketintelligence

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: IR & Issuer Solutions Generative AI Solutions   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.   Credits: Host/Author: Carmen Lilly Guest: Trent Waterhouse Producer: Carmen Lilly   www.spglobal.com www.spglobal.com/marketintelligence

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.   Related materials Guest profile: https://www.spglobal.com/en/research-insights/experts/williamson-chris  Investment Manager Index (discussed during this episode):  A forward-looking view on risk outlook and market sentiment of active investment managers on US equities https://www.spglobal.com/marketintelligence/en/mi/products/investment-manager-index.html 

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.

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.

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.

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. 

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. 

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.

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. 

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. 

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. 

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.

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.

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. 

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.

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.

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.  

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.