The Ticker Podcast

The Ticker is presented in partnership with Pulse by Public.com, providing tools for IR teams to engage retail shareholders. Find out more at Public.com/pulse. In this episode you will hear: • How the TNFD aligns with existing ESG frameworks • Practical examples on how companies can integrate TNFD recommendations into their reporting processes • The benefits for companies that proactively embrace the TNFD guidelines • How experience working in a buy-side role can benefit your job in IR • How to effectively target and retain retail investors.

Learning on the job with AstraZeneca's head of IR and why UK equities will outperform US by IR Magazine

The Ticker is presented in partnership with Pulse by Public.com, providing tools for IR teams to engage retail shareholders. Find out more at Public.com/pulse. In this episode you will hear: • What skillsets Gen Z IROs bring to the industry • What Gen Z IROs expect from companies and mentors • How to manage shareholder communications during corporate transactions • How to target and engage retail investor audiences

In this episode you will hear: How to effectively target investors in uncertain times How to reassure investors when you set up a new strategy How to successfully engage with the buy side and the sell side Retail investors' behavior trends

In this episode you will hear: - Key highlights from CIRI 2023 - The most discussed topics at NIRI 2023 - Best practice advice from AIRA 2023 - The challenges facing the retail investment community in Australasia. The Ticker podcast provides listeners with insights into cutting-edge issues of the day for investor relations professionals. The series features interviews with IR experts bringing a global perspective, actionable insights and commentary on trending topics. These include sustainability, activism, corporate access, regulation and more. Click here to listen and subscribe on Spotify, Apple Podcasts, SoundCloud and wherever you get your podcasts.

In the latest episode of The Ticker podcast, IR Magazine reporter Noemi Distefano speaks with Claire Keast-Butler, partner at Cooley, to discuss the Financial Conduct Authority's (FCA)recent proposal to reform the UK listing regime. In an interview with The Ticker, Robert Shore, vice president of investor relations and capital markets at California-headquartered gaming company Game Account Network (GAN), talks about shareholder targeting and retention, addresses challenges for small-cap companies and shares tips on how to reassure investors during market downtrends. Distefano speaks to our partner Pulse by Public.com about the latest retail shareholder attitudes and trends in their engagement with IR.

Leveraging AI in IR, rethinking online communications with retail investors and more: Ticker 137 by IR Magazine

In the latest episode of The Ticker podcast, the IR Magazine team reports live from the floor of the ESG Integration Forum – Europe to discuss key highlights from the day and new emerging topics in the ESG space. We speak to the executive vice president and chief financial officer at Paramount Global, about the company's investment strategy. The Ticker is presented in partnership with Pulse by Public.com, providing tools for IR teams to engage retail shareholders. Find out more at Public.com/pulse.

In this episode you will hear: • Top sessions from the IR Magazine ESG Integration Forum – Europe • What IROS need to do before, during and after a company IPO • Best practices to successfully engage with retail investors

Every month on The Ticker we tackle topics such as ESG, corporate access, shareholder engagement, activism and more. The Ticker brings you actionable insights and commentary on trending issues straight from your peers. Whether you are in the car, on the train, on the bus or the plane to your next IR event, the Ticker podcast will bring you the sound of the global investor relations community.

In the latest episode of The Ticker podcast, the IR Magazine team discusses some of the key findings from the Global Investor Relations Practice Report 2022. As IR budgets slowly recover in the US and Europe, IR Magazine senior reporter Tim Human, contributor Lloyd Bevan and reporter Noemi Distefano ask why Asia is lagging behind. And as China reopens its borders, the team considers what this could mean for IROs and investors in the region. In an interview with our partner Pulse by Public.com, IR magazine editor James beech asks ow IR teams can best target retail shareholders. Katie Perry, general manager of Pulse by Public.com, explains how market volatility has changed the way retail investors think. Perry reveals the biggest misconceptions about retail investors and shares tips on IR best practices. The Ticker is presented by Pulse by Public.com, providing tools for IR teams to engage retail shareholders. Learn more at Public.com/pulse.

In the latest episode of the Ticker podcast, the IR Magazine team reports from the floor of the ESG Integration Forum – Europe, held in London in November. In a roundtable discussion, IR Magazine editor James Beech, senior reporter Tim Human, senior event producer Laurence Taylor and reporter Noemi Distefano discuss the key takeaways from the forum. In an interview with Q4, Noemi Distefano speaks with the firm's IR director Tish Crawford-Jones, who shares peer-to-peer advice on how companies can craft a compelling ESG narrative. Jeff Cossette talks to Nadya Malenko, associate professor of finance at the University of Michigan, about the potential conflict of interest proxy advisers face in selling their information to institutional investors, and what that means for companies.

James Beech talks to Thomas Stephens, president at Corbets Capital, about how to generate alpha in volatile markets and how investors' behavior is changing in the current market turmoil. Jeff Cossette chats to tech industry marketing executive and IR professional Linda Montgomery, about why IROs should learn about blockchain, digital assets, NFTs and bitcoin.

Jeff Cossette talks to Stephen Butler, director of investor engagement and ESG disclosure at Luminous, about how sustainability reporting is evolving and some of the common challenges companies face as they increasingly adopt TCFD recommendations.

While end-to-end vote confirmation – where investors get a receipt confirming how their proxy vote was cast – isn't necessarily about improving the accuracy of the proxy voting process, Keir Gumbs, chief legal officer at Broadridge Financial Services, says it is about reinforcing trust. This episode of The Ticker also features findings from IR Magazine's Crisis Communications report.

Michael Donowitz, vice president of regulatory affairs at Broadridge Financial Solutions, talks about what the universal proxy means for investor relations. Whether proxy blockbuster or regulatory bomb, however, Donowitz argues there's plenty to do in preparation for the new regime. This episode of The Ticker also features findings from the Global and Regional Investor Relations Practice Report 2021. You can access the report, as well as other recent IR Magazine research including the Crisis Communications report and our 12th annual Global Roadshow Report, in the research section of our website.

Brandon Van Manen, vice president of operations analytics at Broadridge Financial Services, talks about trends in the retail shareholder space and how companies can boost engagement – and voting rates.

The way companies are valued in capital markets appears to be undergoing a fundamental shift. There's growing consensus that business should focus on a wider range of constituents than just shareholders. That they should see beyond merely the next quarter. That they should present a sustainable value creation model. Jeff Cossette talks to Nandika Madgavkar of Chief Executives for Corporate Purpose about the boost a company gets when it goes beyond the push for profit

Jeff Cossette chats with Ben Chodor, president of Intrado Digital Media, on the post-Covid-19 revolution in investor communications and the tools IROs need to attract, captivate and delight a virtual audience.

Over the last year, IR teams and senior management have been forced to embrace virtual interaction – whether they wanted to or not, and whether they were good at it or not. Thankfully, there are many tactics you can use to improve the way you come across on camera, explains Ben Chodor, president at Intrado Digital Media. Speaking to IR Magazine's Jeff Cossette, Chodor discusses how Covid has rapidly accelerated the adoption of video by corporate communications and provides advice for engaging with a virtual audience. ‘Embrace it… video is only going to become more prevalent going forward,' he says. In this podcast you'll hear about: – Engaging your audience in the virtual environment – The four don'ts when it comes to presenting on video – Why companies should consider video for earnings calls – Tips for prepping your home studio.

KCSA Strategic Communications’ Lewis Goldberg and Jeffrey Goldberger discuss the forces shaping the current market for special purpose acquisition companies (Spacs) and the role communications teams play in the Spac process, pre and post-conversion.

IR Magazine’s Jeff Cossette talks to Cathy Conlon, vice president and head of corporate issuer product and strategy with Broadridge’s investor communications solutions division, about the lessons learned from last year’s virtual meeting crash course and what must be done to maintain momentum.

IR Magazine’s Jeff Cossette talks to Joe Vicari, practice lead for ESG at Broadridge Financial Solutions, on how disclosure will at least attract greater scrutiny – and potentially even regulatory mandate – under US President Joe Biden’s government, where companies go wrong on ESG and why they should be casting a wider net when it comes to thinking like an investor

IR Magazine's Jeff Cossette talks to Patrick Mitchell, managing partner at market intelligence firm Investor Update, about the rapidly growing focus on ESG among investors, and the implications for companies, IR teams and access to capital.

IR Magazine's Jeff Cossette talks to Brian Matt, director and head of ESG for the Americas at IHS Markit, about new research on how Covid-19 has accelerated the focus of companies and their stakeholders on ESG In this podcast, you’ll hear about: – How capital markets are set to drive a sustainable recovery – The growing importance of stakeholder capitalism – How smaller asset managers are increasingly integrating ESG issues – The potential impact of a Biden presidency on ESG disclosure in the US

IR Magazine’s Jeff Cossette talks to Wayne Baker, faculty director at the Center for Positive Organizations at the University of Michigan’s Ross School of Business. An expert on a lot of things, including what makes social networks work, Baker has put together a list of practical recommendations that you can put to use to design, manage and run the sort of virtual meetings that make people really relate.

IR Magazine talks to Jeffrey Goldberger, managing partner at KCSA Strategic Communications, about investor communications in the cannabis sector. Goldberger is bullish on pot. But, he warns, in today’s uncertain world, transparency trades at a premium. And in an industry struggling with so many fundamental — even existential — questions, that makes IR more relevant than ever.

IR Magazine’s Jeff Cossette talks with Robert Winters, senior managing director at Alpha IR Group, about communicating with debt investors. Winters says companies often only engage with debt holders when they need to and, as a result, this important investor group can feel ignored. He explains how companies can embed debt IR within the finance function and ways to stay on top of debt-investor sentiment.

IR Magazine’s Jeff Cossette talks with Phil Denning, a partner at ICR, about the growth of special purpose acquisition companies (Spacs), which last year recorded 59 IPOs in the US. They discuss how regulatory changes led to a booming Spac market and why companies require an ‘aggressive’ approach to IR as they transition out of the Spac structure.

IR Magazine’s Jeff Cossette talks with Antonio Ortolani, a media analytics and measurement consultant at Brunswick Group, about the threat to companies from disinformation attacks, including so-called deep-fake videos, and how they can protect themselves.

Jeff Cossette talks with Julie Gorte, senior vice president for sustainable investing at Impax Asset Management and Pax World Funds, about how she engages with corporate boards over climate risk.

IR Magazine’s Jeff Cossette talks with Laura Kiernan, founder and CEO of High Touch IR, an IR consultancy, about how short-selling works and how IR teams should respond to it.

'Investors want to see a pathway to profitability.' IR Magazine's Jeff Cossette talks with Patricia Graue, director at Brunswick, about the state of the IPO market in 2020 and what companies need to do to achieve investor backing for a public listing.

'Progress has been slow. Steady, but slow.' IR Magazine’s Jeff Cossette talks with Richard Mahony, senior director at Gargiulo + Partners, about the state of climate disclosure among US companies and the growing influence of the Task Force on Climate-related Financial Disclosures (TFCD).

'Will artificial intelligence replace corporate directors?' IR Magazine's Jeff Cossette speaks with board director John Hotta and Broadridge's Michael Tae about the impact AI is expected to have on directors and their responsibilities.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE.  IR departments need to go into listening mode when they engage with investors over ESG issues, says Alexandra Higgins, managing director at Okapi Partners, the proxy solicitation and investor response firm.

IR Magazine's Jeff Cossette interviews Paul Simpson, the founder of the Carbon Disclosure Project, which has campaigned for better climate-related disclosure since its launch in 2000.

‘The IR conversation is now bigger than just the numbers.’ With a purpose beyond profits, IR teams have the chance to create a truly memorable value creation story, says Louis Sciullo, executive director, head of financial services in North America at branding specialist Landor.

Former Blackrock managing director Chad Spitler was one of the first people to recognize the natural affinity between ESG and passive investing, leading the move to integrate ESG factors throughout Blackrock’s investment process. Now he says the next step in the field may be back to a sort of active management. A new kind of fund. For a new kind of investor.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Companies don’t make money the way they once did. Intangible assets like patents, brands and R&D drive value. Yet you wouldn’t know it reading a standard financial report – which hardly anyone does anymore anyway. The average publicly traded firm has its annual report downloaded from Edgar 28.9 times in the five days followings its filing. Here, iconoclast accountant Baruch Lev reconstructs the balance sheet – and offers tips on how to systematically share with investors the sort of information they really want (hint: think ‘strategic assets’).

If you missed the news, ESG investment is becoming increasingly important for investors. This episode of The Ticker podcast features sustainable investment veteran Adam Kanzer, head of stewardship for the Americas region at BNP Paribas Asset Management. In this wide-ranging conversation with host Jeff Cossette, Kanzer talks about why the fringe has gone mainstream, why our disclosure regime needs a rethink, the unique power of investment managers – as fiduciaries – to prompt institutional change, and what people in his line of work want from IROs.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Six years ago, after almost two decades as a successful derivatives trader, Hervé Duteil asked for a demotion. Now, as chief sustainability officer at BNP Paribas Americas, New York-based Duteil has become one of finance’s most influential disruptors. How did he do it? ‘By reconnecting people with their dreams,’ says Duteil.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. ESG issues are increasingly on the radar of both activists and big institutional investors. Top proxy solicitor Bruce Goldfarb, founder and CEO of Okapi Partners, says companies with strong shareholder communications and robust ESG policies are better positioned to deter or fend off an activist’s attack.

This edition of The Ticker podcast is sponsored by Broadridge Financial Solutions. If one single quality could define the millennial generation as a market segment, it’s that its members are digital natives. Rob Krugman isn’t a millennial – but he knows people who are. And as Broadridge’s chief digital officer, he’s picked up a few ideas for IR teams looking to adapt their storytelling to the digital age.

DFIN’s Ron Schneider on why IROs are playing a bigger role in the proxy process and how graphic design can help tell a complicated story. This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE.

This edition of the Ticker podcast is sponsored by Broadridge Financial Solutions. A few years ago, amid a massive turnaround, medical device maker Cardiovascular Systems (CSI) began conducting its annual general meeting entirely in cyberspace. ‘We viewed moving to a virtual-only meeting as an opportunity to save on resources,’ says Jack Nielsen, vice president of investor relations and corporate communications. This Ticker podcast episode offers a behind-the-scenes look at CSI’s all-virtual experience with some great tips for a better possible reality.

This edition of the Ticker podcast features Cathy Conlon, head of corporate issuer strategy and product management at Broadridge Financial Solutions. Conlon reviews the 2018 proxy season and offers her views on the issues and technologies set to drive the upcoming AGM season – including the rise of ESG proposals, the debate around legislating for greater board diversity and the growth of electronic share voting.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. More and more of the world’s largest fund managers expect that the delivery of long-term plans will become a mainstream feature of the schedule of corporate communications with shareholders. This week’s Ticker podcast guests talk about the emerging ‘new normal’ and the role of IR in refocusing capital markets communications.

While retail investors own about a third of US public company stock, few ever bother to vote their shares. But that’s changing. Sherri McLoughlin, senior director of data strategy and innovation at Broadridge, says most retail shareholders can now be reached electronically.

Alpha IR Group’s Robert Winters says the auto and truck supply sector still has plenty of room to run and offers advice on how IROs can reclaim the narrative. We also hear from Corbin Advisors’ IR guru Thang To, who shares tips on planning a best-in-class investor day event.

On this episode of the Ticker podcast, Broadridge Financial Solutions’ Patricia Rosch on proxy pain points, the role of trust in shareholder democracy and Broadridge’s network approach to building a blockchain solution.