Enquire, the Investor Relations podcast, is hosted by Equitory founder and CEO, Clara Melia. The purpose of Enquire is to bring together Investor Relations and Capital Markets professionals to share their experiences, best practice and offer listeners insights and ideas in the dynamic world of Investor Relations. Clara and occasional guest hosts from the Equitory team have the pleasure of having fascinating and informative conversations with some of the most experienced and well-respected pe ...
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EP 35: Edward Westropp - Lessons and Advice from Moving to an In-House IR Role
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Many IR professionals begin their careers in various corporate finance roles, such as consultancy, data analysis, or capital markets. Each of those paths into IR comes with valuable insights and unique perspectives that can set you up for success. Before Edward Westropp, Head of IR and Communications at WE Soda Ltd, took the leap into IR, he came w…
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EP 34: Phil Griffith - Curiosity and Collaboration: The Keys to Successful Equity Sales
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What does a day in the life of an equity salesperson really look like? In this episode, we dive into the world of sell-side equity sales with industry veteran Phil Griffith. Curiosity and Good Storytelling Are a Salesperson’s Best Tools We sit down with Phil Griffith, Head of UK Distribution at Stifel Financial Corp. With over 36 years of experienc…
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EP 33: Maria Elena Drew - How IR Professionals Can Integrate ESG into Investment Decisions
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ESG matters have become a major focus in investment portfolios over the past decade. What was considered a more niche branch of investing has taken centre stage in the world of investor relations. In this episode of Enquire - The Investor Relations Podcast, we sit down with Maria Elena Drew, Director of Research for Responsible Investing at T. Rowe…
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EP32: Peter Reynolds: How to Succeed in IR - Lessons from a 30-Year Career
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While investor relations may have evolved over the past 30 years, some things remain consistent – the value of building great relationships with investors has always been fundamental to building a successful career in IR. As someone with an impressive 30-year career across corporate finance, equity research, and investor relations, Peter Reynolds, …
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EP31: Isabel Green: Why Relationship Building & Curiosity Are Must - Have Traits in IR
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Have you ever wondered what truly sets successful investor relations professionals apart? In this episode of Enquire, the Investor Relations podcast, we explore how the power of curiosity and relationship-building have helped Isabel Green, Former EVP & Head of Investor Relations at Rolls-Royce and now IR Director at HBX Group, lead a successful IR …
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EP30: Wayne Brown - Challenges and Opportunities in the UK Equity Landscape
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This episode of Enquire, featuring Equity Research Analyst at Panmure Gordon and Liberum Wayne Brown, explores the challenges and potential reforms in the UK equity markets, the impact of market cycles, and the innovative business models redefining the retail landscape. Equity Market Trends and Challenges In this episode of Enquire, Wayne provides …
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EP29: Nick Stone - Navigating Challenges and Trends in the IR Space
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There’s a lot that IR professionals can learn from their peers and from how other businesses manage investor relations. On the show this week is Nick Stone, Senior Vice President, Head of IR at GSK. We hear how he launched his IR career and his tips for success. Lessons from a Head of IR In this episode, Nick shares stories from his career, startin…
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EP28: John Stevenson & Jonathan Pritchard - What Analysts and Investors Want to See from IR Teams
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What do investors really need from IR? In this episode, we hear the perspective of two retail analysts who break down the responsibilities, challenges, and industry shifts that affect their roles, plus how IR can build an effective partnership with investors and analysts. How IR Can Work with Analysts and Investors John Stevenson, Retail Equity Ana…
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EP27: Matthew Johnson - The Psychology Behind Investor Relations
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In the world of investor relations, communication and building relationships are paramount. To succeed in this field, you need to understand what influences a person’s investment decision. Knowing your audience well helps you to communicate and deliver information in a way that resonates with them. This week’s guest shares important insights on how…
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Ep 26: Nicholas Ashworth - Measuring Success and Staying Innovative as an IR Leader in a Global FTSE 100 Company
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Today’s guest on the Enquire Podcast is Nick Ashworth, the Director of Investor Relations at National Grid, one of the largest investor-owned utility companies in the world. It has a primary listing on the LSE, where it is a constituent of the FTSE 100 index and a secondary listing in the form of its ADRs on the New York Stock Exchange. Before Nati…
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Ep 25: Simon Whittington - IR and Corporate Development: The Expanding Responsibilities of a Former Sell-side Analyst and Experienced IR Professional
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With more than a decade of investor relations experience behind him, Investor Relations and Corporate Development Director at PZ Cussons, Simon Whittington, shares how his progression from a sell-side role to working in investor relations has enriched his knowledge. Tuning in today, you’ll hear about his experience at Merlin Entertainments, his tho…
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Series 3: Ep 6: Sam Witherow - Identifying and Evaluating Dividend Yield and Dividend Growth Stocks as an Income Investor
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Today on the Enquire Podcast, we are joined by J.P. Morgan portfolio manager, Sam Witherow, to discuss investor relations in 2024. We discuss highlights from Sam’s career, the suite of income products he runs at J.P. Morgan, and the requirements of these funds. We delve into the importance of having a flexible mindset in this industry. Sam also tel…
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Series 3: Ep 5: How Well-structured, Consistent Messaging can Help Companies Capture Investor Attention with Matt Hudson
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Matt Hudson is a portfolio manager at River Global Investors, and he joins us today to explain his company’s priorities, processes, and outlook for the year ahead. We learn about River Global’s business cycle framework, its multi-cap approach, how the company conducts its research, and the way it processes large volumes of information in today’s di…
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Series 3: Ep 4: The Importance of a Clear, Simple and Understandable Equity Story with Andy Brough
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With decades of experience behind him, today’s guest is probably the longest-standing fund manager in London. Having started his investment career in 1987 when he joined Schroders as a UK equity fund manager, Andy Brough has managed the well-known Schroders UK Mid 250 Fund since its launch in November 1999. In this episode of Enquire, he joins us t…
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Series 3: Ep 3: Navigating Markets Through In-Depth Research and Engagement with Georgina Brittain
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After nearly 30 years with J.P. Morgan, today’s guest has a wealth of experience and insights to share with company IR teams. Meet Georgina Brittain, a senior portfolio manager within the J.P. Morgan Asset Management International Equity Group, who joins us to discuss all things investor relations. You’ll find out how Georgina and her colleagues co…
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Series 3: Ep 2: Investor Communication: Proactive Engagement and Open Dialogue with Jeremy Thomas
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Jeremy Thomas has 27 years of experience as a portfolio manager and is the Chief Investment Officer of Global Equities at Sarasin & Partners. He joins us to discuss what company IR teams and investors can do proactively to improve communication with each other. After comparing the industry challenges he faced 10 years ago to the obstacles he has to…
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Series 3: Ep 1: Finding Undervalued Stocks and Capturing Investor Attention with Matthew Tillett
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You can make or break your credibility with investors based on the way you communicate with them. In this episode of Enquire, we are joined by Matthew Tillett, a fund manager at Premier Miton, to discuss all things investor relations. The conversation covers all aspects of IR, including his fund's screening and investment approach, why he loves the…
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Series 2: Ep 9: Communicating the Company Story to Multiple Stakeholders with David Shriver
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Corporate communications and investor relations are changing rapidly in step with technological advancements. During this episode, David Shriver, Ocado’s Chief Reputation Officer, joins the conversation to share how he approaches his role in an ever-changing landscape. After years of acting in the role of Director of Communications, David’s new rol…
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Series 2: Ep 8: Leading IR at a Global FTSE 10 Business Listed on Three Exchanges with Richard O'Connor
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Navigating the intricate field of Investor Relations (IR) requires a blend of experience, adaptability, and foresight. In this insightful episode, we chat with Richard O'Connor, who has a longstanding IR career and currently serves as the Global Head of Investor Relations at HSBC. Richard is an authority on the subject of investor relations, and, i…
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Series 2: Ep 7: Embracing Complexity with Aarti Singhal
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The world of Investor Relations (IR) is riddled with complexity at almost every turn. But this is not necessarily a bad thing. In fact, embracing complexity is a learnable skill that every single IR professional should aspire to. Today’s guest, Aarti Singhal, revels in complexity as she goes about her work as the Managing Director in the Barclays c…
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Series 2: Ep 6: The Professionalisation of IR and Talent Recruitment with Anna Hartropp
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A decade ago, very few people were even aware of what investor relations (IR) is, but today it is a very important part of most companies, regardless of their size. As someone who has held positions in politics, communications, in-house IR, and investment banking, and who is the founder of an IR recruitment company, Anna Hartropp has a wealth of kn…
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Series 2: Ep 5: Listen, Reflect, Act: Learning Through a Variety of IR Experiences with Siobhán Andrews
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In this episode, we delve into the world of Investor Relations (IR) with a true luminary in the field, Siobhán Andrews. With over 16 years of unparalleled expertise, Siobhán has carved a remarkable path in the world of capital markets, equity research, and IR. Her ability to navigate complex scenarios, from strategic transformations to crisis commu…
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Series 2: Ep 4: IR and the evolution of a global logistics business with John Crosse
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In today's episode of Enquire we speak with John Crosse, the Director of Investor Relations and Group Strategy at International Distribution Services plc (IDS), formerly Royal Mail plc, where he has been transforming the IR function over the past three and a half years. John’s IR career spans an impressive 20 years and includes establishing IR func…
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Series 2: Ep 3: Advancing your career in Investor Relations with James Cartwright
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In our ongoing exploration of investor relations out of the ordinary, we are joined today by James Cartwright, Chief Operating Officer at CMC Markets. James has more than 25 years of leadership experience in the capital markets, specifically in sales and across the natural resources sector in oil and gas. After just two years at CMC Markets, James …
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Series 2: Ep 2: Managing Three Full-Time Jobs Worth of Responsibilities with Adam Richford
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Today’s guest is an experienced treasury guru who is deeply passionate about sustainability. Joining us for this episode of Enquire is Adam Richford, Head of Treasury and Investor Relations at Renewi, to discuss his many roles at this incredible waste-to-product company. Tuning in, you’ll hear about our guest’s career, how he managed to take on so …
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Series 2: Ep 1: Entrepreneurial Culture and Capital Markets Day Success with Jose Federico Castillo Martínez
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Today we are joined by The Heineken Company’s Investor Relations Director, Jose Federico Castillo Martínez, to discuss Heineken’s approach to executing a successful capital markets day and his role within the company. We learn about Heineken’s unique entrepreneurial culture and shareholder structure and how Federico stays aligned with management, o…
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Ep 09: What It Takes To Thrive In Investor Relations with Peregrine Rivière
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Peregrine Rivière has spent most of his career in the investor relations space, and the passion that he feels towards his work (and towards the business world in general) is unwavering. In fact, he’s sure he has the best job in the world! The day that this episode was recorded was Peregrine’s last day as the Director of Investor Relations for WPP, …
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Ep 08: The Evolution of IR with Miriam McKay
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We’ve had many impressive guests on the show, but none as experienced as IR professional, Miriam McKay. Miriam has almost 30 years of experience in financial markets, starting at Reuters, moving on to running IR for two listed fund managers, Henderson and Man Group, before settling into her current position as Director of Group Communications and I…
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Ep 07: Thinking Differently About IR with Rob Gurner
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As part of our first series of conversations with senior investor relations professionals in the UK, we are delighted to be joined by Rob Gurner to talk about ways to innovate and think differently about IR. Rob is a highly experienced Head of Investor Relations who currently serves as Head of IR for Plus500, a global FinTech company. He has previo…
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Ep 06: Bethany Barnes, Director of Investor Relations at Dr. Martens
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The majority of people working in investor relations discover the field after they have already started their careers. This is not the case for today’s guest, Bethany Barnes, Director of Investor Relations at Dr. Martens. While she spent some time as a retail analyst, Bethany always knew she wanted to work in IR, so she structured her career and wo…
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Ep 05: Stuart Morgan on The Importance of Building Relationships
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With us in conversation today, we have Stuart Morgan, Director of Investor Relations at Capita. During today’s conversation, we pick his brain to learn about the ins and outs of his career journey to date, and what has kept his interest in the field of Investor Relations. The skills of an IR are a unique combination, and Stuart shares what he is mo…
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Ep 04: From Accounting to Investor Relations with Simon McGough
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Joining us in conversation today is Simon McGough, who has recently started a new position as President of Investor Relations at Wood engineering and consultancy group. He has held a range of senior positions, including acting as a director for Babcock. Additionally, he is involved with the Investor Relations Society in the UK and sits on the Best …
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Ep 03: The Evolution of Investor Relations with Carla Bloom
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Welcome to today’s episode of Enquire. We are delighted to have senior investor relations specialist, Carla Bloom, with us to discuss the evolution of investor relations during her 17-year career. Join us to hear about her experience of transitioning between sectors within the field, and how she has benefitted from her network at Brewin Dolphin. Yo…
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Ep 02: The Value of Face-to-Face Interaction with Hugo Fisher
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The last few years have brought communication technology and strategies to the fore, but there are key concerns around the downsides of digital comms that many professionals are looking forward to leaving behind. Today we sit down with accomplished investor relations director, Hugo Fisher, to discuss the value of face-to-face interactions, the diff…
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Ep 01: Getting Experience As A Board Member with Helen Parris
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Today we are joined by Helen Parris to continue our series of conversations with investor relations professionals in the UK. Helen is a highly experienced Investor Relations Director. She started her career on the buyer side before moving into IR. Most recently, Helen was Director of Investor Relations for G4S for 13 years. She also spent several y…
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