Enquire, The Investor Relations Podcast
Enquire, the Investor Relations podcast, is hosted by our 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. If you are interested in featuring on this podcast, or have any feedback, please email us on info@equitory.com.

Matthew Johnson – The Psychology Behind Investor Relations

Matthew Johnson, the Director of IR & CEO Office at Vodafone, joins us in this episode to talk about the soft skills and psychology knowledge that have served him well in his career. He takes us back to when he first started working in corporate strategy, eventually finding his calling in IR. We hear about the different roles and industries he’s operated in, as well as the skills and knowledge he’s accumulated over his career journey. Matthew explains his approach to coaching and maintaining consistent communication within his team, plus how that relates on a broader scale to Vodafone’s subsidiaries. One of Matthew’s interests is behavioural psychology. He explains how he uses this to inform his approach to communicating with investors – both in meetings and in documentation.

Matthew Johnson
Equitory – IR Insights
Matthew Johnson - The Psychology Behind Investor Relations
Loading
/

Nicholas Ashworth – Measuring Success and Staying Innovative as an IR Leader in a Global FTSE 100 Company

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 National Grid, Nick spent 14 years as an equity analyst at Morgan Stanley, latterly leading the European Utilities equity research team, following four years covering consumer and retail stocks across Emerging European countries. In this episode, he shares his experience of transitioning from the sell-side to investor relations and offers insight into managing, coaching, and developing an IR team at a large, growing organization like National Grid. We also discuss the value of evolving success metrics, Nick’s board communication and engagement tips, the important role that storytelling plays in IR, and much more!

Equitory – IR Insights
Equitory – IR Insights
Nicholas Ashworth - Measuring Success and Staying Innovative as an IR Leader in a Global FTSE 100 Company
Loading
/

Simon Whittington – IR and Corporate Development: The Expanding Responsibilities of a Former Sell-side Analyst and Experienced IR Professional

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 thoughts on disclosure and communication, and insights from the past two years at PZ Cussons. Touching on board interactions and involvement, Simon offers his reflections from 2023 and shares his insights on what is required to attract and convert investors in 2024. Join us as we discuss measuring success, drawing wisdom by observing the approach taken by other companies, Simon’s advice for others looking to launch or improve a career in investor relations, and more!

Equitory – IR Insights
Equitory – IR Insights
Simon Whittington - IR and Corporate Development: The Expanding Responsibilities of a Former Sell-side Analyst and Experienced IR Professional
Loading
/

Sam Witherow – Identifying and Evaluating Dividend Yield and Dividend Growth Stocks as an Income Investor

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. Finally, Sam breaks down how often he meets with his portfolio companies, how he gives feedback, what a good presentation looks like to him, and the primary information sources he uses. Thanks for listening in! 

Same Witherow
Equitory – IR Insights
Sam Witherow - Identifying and Evaluating Dividend Yield and Dividend Growth Stocks as an Income Investor
Loading
/

Matt Hudson – How Well-structured, Consistent Messaging can Help Companies Capture Investor Attention

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 the importance of consistency. Our guest also walks us through his company’s process for interacting with RNS statements, dealing with adjustments, and how it optimizes channels of communication with clients. To end, Matt shares his thoughts on the current state of the UK equity market and what he expects in 2024, how the industry is coping with an unprecedented high-number of outflows, what he thinks about current government interventions, and his parting words of advice.  

Equitory – IR Insights
Equitory – IR Insights
Matt Hudson - How Well-structured, Consistent Messaging can Help Companies Capture Investor Attention
Loading
/

Andy Brough – The Importance of a Clear, Simple and Understandable Equity Story

With decades of experience behind him, Andy Brough 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, he has managed the well-known Schroders UK Mid 250 Fund since its launch in November 1999. In this episode of Enquire, he joins us to share his view of investor communication today, his market outlook for 2024, and his advice for companies who want to stay ahead of the curve. We discuss the financial metrics that Andy focuses on, key takeaways from some of the standout investments of his career, and much more.

Equitory – IR Insights
Equitory – IR Insights
Andy Brough - The Importance of a Clear, Simple and Understandable Equity Story
Loading
/

Georgina Brittain – Navigating Markets Through In-Depth Research and Engagement

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 companies, and much more. She shares her tips for delivering bad news, engaging with sell-side analysts, her approach to research, backward and forward-looking data, annual reports, and investor meetings before Georgina reminds us of the importance of clear messaging and up-to-date websites.

Equitory – IR Insights
Equitory – IR Insights
Georgina Brittain - Navigating Markets Through In-Depth Research and Engagement
Loading
/

Jeremy Thomas – Investor Communication: Proactive Engagement and Open Dialogue

Jeremy Thomas is the Chief Investment Officer of Global Equities at Sarasin & Partners. He joins us to discuss his approach to investments and what both 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 overcome now, Jeremy shares his stance on AI. We discuss how the IR practices in other international markets differ from the UK and dive into communication as our guest walks us through his meeting process, the best practices for corporate reporting, and why capital markets days are extremely valuable. Tune in for all this and more!

Equitory – IR Insights
Equitory – IR Insights
Jeremy Thomas - Investor Communication: Proactive Engagement and Open Dialogue
Loading
/

Matthew Tillett – Finding Undervalued Stocks and Capturing Investor Attention

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 meeting and sharing feedback with companies. Matthew shares in detail his perspectives on the current UK market and economy, and thoughts around steps which could make the UK market more appealing as a listing venue.

Equitory – IR Insights
Equitory – IR Insights
Matthew Tillett - Finding Undervalued Stocks and Capturing Investor Attention
Loading
/

David Shriver – Communicating the Company Story to Multiple Stakeholders

Corporate communications and investor relations are changing rapidly in step with technological advancements. During this episode, David Shriver, Ocado Group’s Chief Reputation Officer, joins the conversation to share how he approaches his role in an ever-changing landscape. He shares his view on best practice, understanding your audience, and how he brings the knowledge he earned in other roles to his work at Ocado Group. We touch on ESG and sustainability concerns, and how the two non-executive board positions that David holds enhance his work at Ocado Group. He also shares where he finds humour in his role and reveals his broader interests beyond work, along with three author recommendations to bolster your reading journey.

Equitory – IR Insights
Equitory – IR Insights
David Shriver - Communicating the Company Story to Multiple Stakeholders
Loading
/

Richard O’Connor – Leading IR at a Global FTSE 10 Business Listed on Three Exchanges

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 learn how Richard manages his talented team, how he draws on his years of leadership experience to mentor and develop them, and why he uses reverse mentorship to learn about topics like AI and technological development and much more.

Equitory – IR Insights
Equitory – IR Insights
Richard O'Connor - Leading IR at a Global FTSE 10 Business Listed on Three Exchanges
Loading
/

Aarti Singhal – Embracing Complexity 

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 Managing Director in the Barclays corporate broking team. Aarti explains how she transitioned into investor relations and what she loves most about the industry, the highs and lows of IR work, what it means to be successful in IR, and why “influence” is important in the IR function. We also come to understand how Aarti’s experience of in-house IR has helped in her corporate broking role.

Equitory – IR Insights
Equitory – IR Insights
Aarti Singhal - Embracing Complexity 
Loading
/

Anna Hartropp – The Professionalisation of IR and Talent Recruitment

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 knowledge that will greatly benefit anyone interested in entering or making a career progression move in the IR space. People who work in IR usually love what they do, which is why so many IR professionals spend their entire careers in the space; tune in to hear how you can become one of them.

Equitory – IR Insights
Equitory – IR Insights
Anna Hartropp - The Professionalisation of IR and Talent Recruitment
Loading
/

 Siobhán Andrews – Listen, Reflect, Act: Learning Through a Variety of IR Experiences

In this episode, we speak 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 investor relations (IR). Her ability to navigate complex scenarios, from strategic transformations to crisis communications, is a testament to her deep market knowledge. Join us as we unravel the secrets behind her communication prowess and how her experience has shaped her approach to IR. We explore her journey through the intricate landscapes of mergers and acquisitions (M&A), working in a small team, switching career paths, and the benefits of being a mentor.

Equitory – IR Insights
Equitory – IR Insights
 Siobhán Andrews - Listen, Reflect, Act: Learning Through a Variety of IR Experiences
Loading
/

John Crosse – IR and the Evolution of a Global Logistics Business

In this 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. John’s IR career spans an impressive 20 years and includes establishing IR functions both pre and post IPO. We hear some great insight into his work in investor relations, and how he currently splits his time and energy between investor relations and business strategy. Further insights include the influence of investors on business decisions, how new technology might impact investor relations, and some of the biggest lessons that John has learnt about communication.

Equitory – IR Insights
Equitory – IR Insights
John Crosse - IR and the Evolution of a Global Logistics Business
Loading
/

James Cartwright – Advancing your career in Investor Relations

A career in Investor Relations can take you many places. In this episode we are joined 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 shares his tips for developing relationships, getting face-time with key decision-makers, and staying on top of trends.

Equitory – IR Insights
Equitory – IR Insights
James Cartwright – Advancing your career in Investor Relations
Loading
/

Adam Richford -Managing Three Full-Time Jobs Worth of Responsibilities with Adam Richford

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, how Adam contributes to the company’s communication plan, and their need for shares. Finally, Adam tells us about how he handles difficult situations and reminds us of the importance of laughter in tough times. Thank you for tuning in!

Adam Richford
Equitory – IR Insights
Adam Richford -Managing Three Full-Time Jobs Worth of Responsibilities with Adam Richford
Loading
/

Jose’ Federico Castillo Martínez – Entrepreneurial Culture and Capital Markets Day Success

Jose’ Federico Castillo Martínez The Heineken Company’s Investor Relations Director, joins us in this episode of Enquire Podcast 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, operations, and marketing regarding investor communications. 

Equitory – IR Insights
Equitory – IR Insights
Jose' Federico Castillo Martínez - Entrepreneurial Culture and Capital Markets Day Success
Loading
/

Peregrine Rivière – What It Takes To Thrive In Investor Relations

Peregrine Rivière has spent most of his career in the Investor Relations space, and the passion that he feels towards his work is unwavering. In fact, he’s sure he has the best job in the world! Recorded just before he started in his role as Group Head of Investor Relations at London Stock Exchange Group, Peregrine speaks to Clara about what it takes to build a successful career in Investor Relations. 

Peregrine Riviere
Equitory – IR Insights
Peregrine Rivière - What It Takes To Thrive In Investor Relations
Loading
/

Miriam McKay – The Evolution of IR

In this episode Clara is joined by Miriam McKay, Director of Group Communications and Investor Relations at HomeServe, who shares her inspiring career journey and discusses the evolution of investor relations over the years. Miriam addresses the fundamental changes in the industry in terms of communicating and prioritising ESG, as well as the exciting possibilities for IR in the digital realm.

Miriam McKay
Equitory – IR Insights
Miriam McKay - The Evolution of IR
Loading
/