Claim OwnershipEnquire, the Investor Relations podcast
Subscribed: 2Played: 29
Subscribe
© 2025 Copyright 2022 - Enquire, the Investor Relations podcast
Description
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 people in the world of Investor Relations.
52 Episodes
Reverse
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 tells us what would put him off of buying a high-yield stock, his outlook on 2024, and the biggest challenges he has faced as a portfolio manager. Fin...
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 digital age. Matt then shares some information on what IR departments and other companies could be doing to get noticed by River Global, including th...
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-manages funds, why she believes there is an overload of information in the industry currently, how she deals with that, her process for screening ...
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 undervalued small and mid-cap market, the elements of corporate reporting that are most valuable to fund managers, and his preferences for m...
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, in his current role, oversees one of the most expansive IR teams for a UK-listed company, located both in the UK and Hong Kong. Tuning in you’ll lea...
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 communications, is a testament to her deep market knowledge and innate understanding of investors' needs. Join us as we sit down with Siobhán to unravel...
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 functions both pre and post IPO. In this episode we hear some great insight into his work in investor relations, and how he currently splits his time a...
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 was promoted to COO, an inspiring career move that we delve into in this conversation. For anyone looking to advance their career in IR, James shar...
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 many roles (including acting CFO for a time), how he allocates his time, and much more! We learn how Renewi raises money and attracts investors, ho...
In this Enquire episode, Clara sits down with Oskar Yasar, Managing Partner at Broome Yasar Partnership and author of The Global IR Revolution. With three decades in capital markets and more than 580 senior IR and corporate affairs appointments, Oskar is an influential voice in investor relations talent and leadership. Oskar shares how IR has transformed from a back-office function into a strategic, board-level career path and why today’s IROs are increasingly moving into financial planning a...
Enquire recorded live in front of an audience of IR professionals and listed company leaders. Clara Melia hosted the panel discussion, where they discussed how companies can attract capital in today’s changing equity market. Meeting the Panel The discussion brought together Natalie Bell from Liontrust Asset Management, Thomas Moore from Aberdeen, and Rae Maile from Panmure Liberum. Each offered their perspective on UK equity markets, from the shift away from quantitative e...
How is IR changing? The truth is that IR varies so much across different countries, industries, and companies, there’s no short answer. To get a broader overview of the trends in IR, we welcomed an experienced IR journalist to this episode. An Outside Perspective of IR Today Laurie Havelock, Editor of IR Impact (formerly IR Magazine), shares his unique journalistic perspective on covering IR stories and industry insights for over 12 years. We begin by taking a walk t...
What are fund managers really looking for when they sit down for a management meeting? Financial metrics may seem like an obvious choice, but in this episode, we hear why companies need to think beyond the numbers and present a broader view for fund managers to assess. Financial Metrics Aren’t All that Fund Managers Are Interested In Joining this episode is Gervais Williams, Head of Equities at Premier Miton Group, and fund manager for several small to mid-cap funds based in the ...
The small-cap market across Asia is seeing strong growth, with healthy company profits and an active IPO space in emerging markets like India, Vietnam, Indonesia, and the Philippines. To learn more about the equity scene in Asia and how to engage with global investors, we spoke with Gabriel Sacks, Investment Director at Aberdeen. Gabriel brings 17 years of emerging markets expertise and offers advice for all IR professionals working with global investors. Challenges and opportuni...
Is debt IR really that different from working in equity investor relations? While there are some key differences that make up a debt IROs typical role, there are more similarities than you might expect. Debt and Equity IROs Are On the Same Team (With Different Audiences) In this episode, we welcomed Angela Catlin, previously the Head of Investor Relations, Corporate Affairs and Brand at The Co-operative Bank and currently Chair of the Debt IR Steering Group of the Investor Relati...
Can you really build meaningful investor relationships through a screen? Zoom and Teams calls have been an invaluable tool in the past few years, but is there an overreliance on remote communication in IR today? Paul Measday, Head of Investor Relations, Ashmore Group plc, joins the podcast to talk about his career and thoughts on IR as a whole. In his view, IR is still a “contact sport,” and traditional relationship-building is critical to successful IR. IR in the digital age In ...
Every IR team wants to hear good feedback from investors. But it’s the negative feedback that has the most value. In this episode, you’ll hear Dan Homan, Investor Relations Director at Currys plc, explain why honesty and genuine two-way conversations between IR and investors are a must to achieve continuous improvement in IR efforts. Investors value honesty above all else Prior to joining Currys, Dan was a Director at Citi Investment Research where he was a lead analyst on ...
When done right, the collaboration between analysts and investor relations professionals can transform how a company's story is told, understood, and valued by investors. In this episode, we speak with Ciarán Donnelly, Technology & Media Equity Research Analyst at Berenberg to hear his insights of the technology, media, and telecommunications (TMT) sector. Consistency, Availability, and Proactivity: An Analyst’s IR Wish List Ciarán shares stories from his decade-long career i...
Seismic shifts in the markets and the wider geopolitical environment have become top discussion points for IR, fund managers, and investment companies. But are these shifts the norm or simply blips? Mitesh Sheth, CIO of Multi-Asset at Newton Investment Management Group (“Newton”), discusses his take on the current markets in this episode. Expect the Unexpected in the Market Mitesh’s varied career has given him unique insight across different areas of investment management. Beginni...
Are we overlooking the UK equity market? It hasn’t incited the same level of excitement as the growth in the US market, but that doesn’t mean investors should disregard it. As Wes McCoy explains in this episode, even long market cycles come to an end, so are you prepared for what’s next? Is UK Equity Due for a Comeback? Wes is the Senior Investment Director at abrdn and has over 20 years’ experience in various roles within UK equity. He sits down with us to talk about why he think...
Comments
Download from Google Play
Download from App Store
United States