Equitory

In this episode of Enquire, the Investor Relations podcast, we hear Edward Westropp, Head of IR and Communications at WE Soda share his career backstory including his time navigating consultancy roles, communicating with board members, managing strategy around IPOs, and the inner workings of corporate finance. Edward shares his tips for entry-level IR professionals including the importance of networking, as well as his strategies for managing relationships with key investors during tricky markets and business structure changes.  You will also hear Edward share: ⬥His previous roles and varied experience  ⬥Tips for entry-level IR professionals   ⬥What led Edward to move from a consulting role based in London to an in-house investor relations role in Geneva  ⬥What surprised Edward about switching to an in-house role   ⬥His experience working in-house during an IPO vs. as an external consultant  ⬥How working on debt IR programmes differed from equity IR  ⬥Edward’s approach to managing his time and responsibilities in a busy role  ⬥Why he uses meeting notes with investors as data insights   ⬥The role of AI in investor relations   ⬥How IR professionals can measure success Listen to the full episode here:> ➡ Apple podcast: https://lnkd.in/e-QwX48p ➡ Spotify podcast: https://lnkd.in/enCB2CqU ➡ Equitory website: https://lnkd.in/gjSTQTYf #IR #InvestorRelations #IRMarketing #MarketingStrategies #RelationshipBuilding 

On Wednesday, the Equitory team supported client Marston's PLC in hosting its 2024 Capital Markets Day to present its updated growth strategy and financial targets. The team outlined their five new differentiated pub formats which they will use to drive customer satisfaction and revenue growth, as well as cost efficiencies that will increase EBITDA margins and ultimately deliver £50m+ recurring free cash flow in the near term. Alongside the presentations, it was also a brilliant opportunity to get a taste of Marston’s pub food during the reception afterwards! #growth #strategy #capitalmarketsday #investorrelations

Each year AIM participants gather to honour outstanding achievements in London's growth market. Last Thursday, the Equitory team attended the fabulous AIM Awards at Old Billingsgate Ltd - Events Venue, celebrating some of AIM's recent successes and connecting with industry peers. #ir #investorrelations #AIMawards24 AIM Awards 2024

In our latest Enquire podcast episode, Philip Griffith, most recently Head of UK Distribution at Stifel Financial Corp., shares invaluable insights on how companies can elevate their communication with investors and analysts.    Phil reveals that the most memorable corporate presentations go beyond the numbers. They bring the company's story to life through:    • Tangible product demonstrations  • Real-world success stories  • Focused narratives that highlight key messages    Gone are the days of dry, number-heavy presentations. Today's investors crave engaging, insightful interactions that provide a true feel for a company's potential.    This episode is packed with actionable advice to enhance your investor relations strategy, so don’t miss it. Listen on your favourite podcast app> ➡ Apple podcast: https://lnkd.in/e-QwX48p ➡ Spotify podcast: https://lnkd.in/enCB2CqU ➡ Equitory website: https://lnkd.in/gjSTQTYf #MarketInsights #InvestorTrends #InvestorPresentations #ir #investorrelations

Last Friday, the Equitory team had an exciting away day at The Shard! We kicked things off sharing insights and best practice amongst the team and discussing current industry trends and followed this up with a delicious lunch. The day wrapped up with some team bonding during a lively round of sixes cricket—a memorable experience for all! #investorrelations #teambuilding #teamday

In this episode of Enquire, the Investor Relations podcast, Maria Drew, Director of Research for Responsible Investing at T. Rowe Price, shares fascinating insights on the evolution of ESG integration in investment processes.  This episode is a must-listen for anyone interested in the practical aspects of ESG investing and its impact on investment decision-making. Tune in today to hear more from Maria. Find the full episode on podcast apps today > ➡ Apple podcast: https://lnkd.in/e-QwX48p ➡ Spotify podcast: https://lnkd.in/enCB2CqU ➡ Equitory website: https://lnkd.in/gjSTQTYf   #IRInsights #InvestmentProfessionals #ESGInvesting

Last week, members of the Equitory team attended the London Stock Exchange’s annual Debt Capital Markets conference – a forum that explores, analyses, and comments on topics most relevant to the bond market, featuring keynote presentations, panel discussions, and regulatory updates. It was an extremely engaging afternoon, with opening remarks from Julia Hoggett, CEO of the London Stock Exchange, and speakers from prominent financial institutions such as RBC, Standard Chartered, and State Street, alongside global debt market and economic policymakers from The World Bank and The European Bank for Reconstruction and Development. Key takeaways from the day: ⬥One of the most impactful shifts discussed was the anticipated entry of retail investors into the UK corporate bond market ⬥Market and Investor Diversity - the forum underscored the growing diversity in both market options and investor bases ⬥The private debt market continues to grow, with increasing interest from issuers seeking tailored financing solutions that offer greater flexibility and lower disclosure requirements. While public bond markets remain the dominant source for capital raising, the rise of private placements highlights a trend toward more bespoke financial products ⬥A recurring theme throughout the day was the critical need for political, economic, and interest rate stability to support market growth #ir #investorrelations #bondmarkets #capitalmarkets #dcmforum

A big thank you to everyone who joined us for our Private to Public event yesterday! Together with Computershare and Emperor, Equitory welcomed a full house of companies exploring IPO opportunities. A special shoutout to our incredible panelists who emphasised the importance of instilling strong investor relations, governance, branding, design, and content from the very beginning of the journey. Your insights were invaluable! We’re excited about the next 12 months and the opportunities ahead. Max Inglis of Tekcapital plc, Julian Macedo of The Deal Team, Cecilia Williams of Computershare, Andrew Gillian of Trainline, Charlie B. of CAB Payments, James Cartwright of Equitory, Catherine Miles of Equitory, Nicola Ratchford of Marex, Samantha Trillwood of Emperor and Jenni Fulton of Emperor. #ipo #investorrelations #ir #governance #publictoprivate #networking

As someone with an impressive 30-year career across corporate finance, equity research, and investor relations, Peter Reynolds, Director of IR at Whitbread, joins this episode of Enquire, the Investor Relations podcast, to share insights and advice gained from IR roles in multiple industries.     Peter takes us on a journey through his diverse roles, including his time at The Rank Group plc and PartyGaming, where he built an IR programme from scratch and balanced regulatory affairs with investor communications. He offers his perspective on the evolution of IR over the past two decades, emphasising how the role has become more challenging yet more valued by senior management. Peter shares his approach to staying on top of current information from results days and industry changes and how he uses that knowledge to be proactive in his communications with company boards.     Catch the full episode of Peter's podcast here> ➡ Apple podcast: https://lnkd.in/e-QwX48p ➡ Spotify podcast: https://lnkd.in/enCB2CqU ➡ Equitory website: https://lnkd.in/gjSTQTYf #ir #investorrelations #enquirepodcast #corporatefinance #equityresearch

With just a few days left until our highly anticipated IPO Breakfast Event, Equitory, in partnership with Computershare and Emperor, is eagerly finalising what’s set to be a fantastic morning.  🗓️ Date: 19 September  🕗 Time: 8:30 - 11:00 am  📍 Location: London, EC2 We invite you to join us for an engaging session featuring two expert panels, including: Max Inglis – Tekcapital plc Julian Macedo – The Deal Team Nicola Ratchford - Marex Cecilia Williams – Computershare Andrew Gillian – Trainline Charlie Bronks – CAB Payments Catherine Miles – Equitory Jenni Fulton – Emperor Our panels will cover essential insights on: ⬥Strategic investor communication throughout the IPO journey ⬥Governance best practices for emerging companies ⬥Crafting your first annual report ⬥Building robust public company reporting processes ⬥Avoiding common pitfalls with lessons from recent IPOs Don’t miss out on this valuable opportunity to gain knowledge and connect with industry experts. Interested? Click here: https://lnkd.in/e7nYneuS #IPO #InvestorRelations #CorporateGovernance #CorporateReporting #CorporateCommunication #Networking