The Ticker Podcast

'Will artificial intelligence replace corporate directors?' IR Magazine's Jeff Cossette speaks with board director John Hotta and Broadridge's Michael Tae about the impact AI is expected to have on directors and their responsibilities. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. IR departments need to go into listening mode when they engage with investors over ESG issues, says Alexandra Higgins, managing director at Okapi Partners, the proxy solicitation and investor response firm. Hosted on Acast. See acast.com/privacy for more information.

IR Magazine's Jeff Cossette interviews Paul Simpson, the founder of the Carbon Disclosure Project, which has campaigned for better climate-related disclosure since its launch in 2000. Hosted on Acast. See acast.com/privacy for more information.

‘The IR conversation is now bigger than just the numbers.’ With a purpose beyond profits, IR teams have the chance to create a truly memorable value creation story, says Louis Sciullo, executive director, head of financial services in North America at branding specialist Landor. Hosted on Acast. See acast.com/privacy for more information.

Former Blackrock managing director Chad Spitler was one of the first people to recognize the natural affinity between ESG and passive investing, leading the move to integrate ESG factors throughout Blackrock’s investment process. Now he says the next step in the field may be back to a sort of active management. A new kind of fund. For a new kind of investor. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Companies don’t make money the way they once did. Intangible assets like patents, brands and R&D drive value. Yet you wouldn’t know it reading a standard financial report – which hardly anyone does anymore anyway. The average publicly traded firm has its annual report downloaded from Edgar 28.9 times in the five days followings its filing. Here, iconoclast accountant Baruch Lev reconstructs the balance sheet – and offers tips on how to systematically share with investors the sort of information they really want (hint: think ‘strategic assets’). Hosted on Acast. See acast.com/privacy for more information.

If you missed the news, ESG investment is becoming increasingly important for investors. This episode of The Ticker podcast features sustainable investment veteran Adam Kanzer, head of stewardship for the Americas region at BNP Paribas Asset Management. In this wide-ranging conversation with host Jeff Cossette, Kanzer talks about why the fringe has gone mainstream, why our disclosure regime needs a rethink, the unique power of investment managers – as fiduciaries – to prompt institutional change, and what people in his line of work want from IROs. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Six years ago, after almost two decades as a successful derivatives trader, Hervé Duteil asked for a demotion. Now, as chief sustainability officer at BNP Paribas Americas, New York-based Duteil has become one of finance’s most influential disruptors. How did he do it? ‘By reconnecting people with their dreams,’ says Duteil. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE.ESG issues are increasingly on the radar of both activists and big institutional investors. Top proxy solicitor Bruce Goldfarb, founder and CEO of Okapi Partners, says companies with strong shareholder communications and robust ESG policies are better positioned to deter or fend off an activist’s attack. Hosted on Acast. See acast.com/privacy for more information.

This edition of The Ticker podcast is sponsored by Broadridge Financial Solutions. If one single quality could define the millennial generation as a market segment, it’s that its members are digital natives. Rob Krugman isn’t a millennial – but he knows people who are. And as Broadridge’s chief digital officer, he’s picked up a few ideas for IR teams looking to adapt their storytelling to the digital age. Hosted on Acast. See acast.com/privacy for more information.

DFIN’s Ron Schneider on why IROs are playing a bigger role in the proxy process and how graphic design can help tell a complicated story. This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Hosted on Acast. See acast.com/privacy for more information.

This edition of the Ticker podcast is sponsored by Broadridge Financial Solutions. A few years ago, amid a massive turnaround, medical device maker Cardiovascular Systems (CSI) began conducting its annual general meeting entirely in cyberspace. ‘We viewed moving to a virtual-only meeting as an opportunity to save on resources,’ says Jack Nielsen, vice president of investor relations and corporate communications. This Ticker podcast episode offers a behind-the-scenes look at CSI’s all-virtual experience with some great tips for a better possible reality. Hosted on Acast. See acast.com/privacy for more information.

This edition of the Ticker podcast features Cathy Conlon, head of corporate issuer strategy and product management at Broadridge Financial Solutions. Conlon reviews the 2018 proxy season and offers her views on the issues and technologies set to drive the upcoming AGM season – including the rise of ESG proposals, the debate around legislating for greater board diversity and the growth of electronic share voting. Hosted on Acast. See acast.com/privacy for more information.

This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE.More and more of the world’s largest fund managers expect that the delivery of long-term plans will become a mainstream feature of the schedule of corporate communications with shareholders. This week’s Ticker podcast guests talk about the emerging ‘new normal’ and the role of IR in refocusing capital markets communications. Hosted on Acast. See acast.com/privacy for more information.

While retail investors own about a third of US public company stock, few ever bother to vote their shares. But that’s changing. Sherri McLoughlin, senior director of data strategy and innovation at Broadridge, says most retail shareholders can now be reached electronically. Hosted on Acast. See acast.com/privacy for more information.

Alpha IR Group’s Robert Winters says the auto and truck supply sector still has plenty of room to run and offers advice on how IROs can reclaim the narrative. We also hear from Corbin Advisors’ IR guru Thang To, who shares tips on planning a best-in-class investor day event. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the Ticker podcast, Broadridge Financial Solutions’ Patricia Rosch on proxy pain points, the role of trust in shareholder democracy and Broadridge’s network approach to building a blockchain solution. Hosted on Acast. See acast.com/privacy for more information.

On this episode of The Ticker, Alex Stanton, CEO of Stanton PR, talks about how to navigate the next, inevitable downturn and what has changed in the decade since the global financial crisis. We also hear from Radek Barnert, CEO of WeConvene, as he looks to the future and what IR needs to know about the potential offered by virtual reality Hosted on Acast. See acast.com/privacy for more information.

An in-depth interview into how you should handle an IT failure, and the surprising finding that you can actually boost market cap if you deal with IT failures in the right way. Jason Triche, assistant professor of management information systems at the University of Montana, discusses his research on the subject Hosted on Acast. See acast.com/privacy for more information.

Sit back, enjoy the sun and listen to a snapshot of some of the features from the summer 2018 edition of IR Magazine. On episode 90 of The Ticker, Laurie Havelock reads:•Artificial intelligence: Is the future of IR here? Garnet Roach looks at how intelligent robots and algorithms are affecting the profession, and what IROs can expect to see from the technology down the line
•Robo-reporting the earnings release The number of earnings releases covered by news outlets has recently increased from hundreds to thousands, with news agencies aided by robo-reporters. Ben Ashwell investigates the pros and cons for IR 
•Spotify plays new IR tuneSpotify’s direct listing raised eyebrows for how it differs from usual IPOs – for one thing, by reaching investors via live-stream. Ben Maiden reports Hosted on Acast. See acast.com/privacy for more information.