Beyond New Investors: The Role of IR in Shareholder Relations
Enhancing Shareholder Communications in Investor Relations
This episode delves into the importance of balancing the pursuit of new investors with maintaining strong communication with existing shareholders. Key points include avoiding the over-saturation of communications, focusing on critical information and industry-specific metrics, using the right language to convey messages effectively, and ensuring access to the management team to clarify any misunderstandings.
The episode emphasizes the necessity of strategic communication to support shareholder relations efficiently.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
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Betsy Brod
Founder and CEO
Betsy is a founding partner of Affinity Growth Advisors and brings more than 30 years of Wall Street related experience to the investor relations field. She spent 12 years as a founding partner of MBS Value Partners and ten years with Morgen-Walke (MWA) as a partner and managing director. Prior to joining MWA, Betsy worked for a French investment bank, as well as on the buy-side as an analyst and Associate Director of Research for the Equitable Life Insurance Society of America. Betsy’s experience ranges from senior-level strategic advice associated with mergers and acquisitions, to a wide range of critical corporate events from initial public offerings and subsequent capital raisings, to contested situations, restructurings, CEO transitions and other potentially critical communications issues.
Betsy has been honored by the PRSA with the Silver Anvil Award for excellence in investor relations. She holds an MBA in Finance from New York University’s Stern School of Business and a BS in Economics and Mathematics from Simmons College.