The Three Pillars of Investor Relations
Understanding the Key Responsibilities of an Investor Relations (IR) Professional
In this episode, we delve into the primary responsibilities of an Investor Relations (IR) professional, breaking them down into three main components: advisory, shareholder communications, and targeting and marketing.
The advisory role involves providing critical insights on business impacts and progress measurement. Shareholder communications cover tasks like developing websites, releases, conference call preparations, and Q&A sessions. Lastly, targeting and marketing focus on engaging the right investors and analysts, but only after solidifying the first two components.
The episode highlights the importance of a well-rounded approach to IR for achieving effective investor engagement.
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.