Stakeholder Labs

Building #fintech trust 🤝 w/ Erika Schwartz Alter of FundGuard, Erin Bruehl of Current, Matt (MJ) Joanou of Stakeholder Labs, Ted Birkhahn of Vested at Money20/20. 🚀 #Money2020USA #FinancialNarrative

Today at Money20/20 — Join us at 10 a.m. PT at the Converge Stage

New to the earnings day checklist for IROs: ✔ Post CEO recap to social More on the trend here: https://lnkd.in/ewegXWbr

New survey: CFO competence level is a top factor for investors considering whether to pour money into a business (via OneStream Software) It's no surprise that more CFOs are getting out there and building their executive brands—something that has historically fallen to the CEO alone. CFOs appearing on our After Earnings (from Morning Brew ☕️) podcast so far this year: Dave Denton, Pfizer Gina Mastantuono, ServiceNow Jason Child, Arm Eliran Glazer, monday.com Blake Grayson, Docusign Michael Linford, Affirm Mark McCaffrey, GoDaddy Matt Skaruppa, Duolingo Erica Gessert, Upwork Full via CFO Dive: https://lnkd.in/gvpxz6Yt

"Finfluencer" is a loaded term. Let's talk about it. Financial creators are just one of the ever-proliferating channels by which retail and institutional investors get their information. Like any media entity, there are thoughtful, diligent sources and there are less reliable sources. Things have changed a lot since 2021, when financial creators dominated TikTok. Data shows that after enduring the volatility of 2022, investors began to prioritize trust and diligence. Today, savvy market participants can separate the valuable sources from the not-so-valuable sources. Creators are one component of an increasingly complex ecosystem where public companies and their shareholders reside. For IR teams, the increasing volume of digital sources and tools demands more sophisticated strategies and better data. Full story in Marketopolis: https://lnkd.in/eJxAi7np

Introducing: Marketopolis, a dedicated hub for professionals at the intersection of investor relations, corporate governance, and investor marketing. 𝘔𝘢𝘬𝘪𝘯𝘨 𝘴𝘦𝘯𝘴𝘦 𝘰𝘧 𝘢 𝘤𝘰𝘮𝘱𝘭𝘦𝘹 𝘸𝘰𝘳𝘭𝘥 Marketopolis is a digital publication created for executives, investor relations officers, corporate comms teams, and professionals working in governance and investor marketing. It focuses on the convergence of these areas, providing practical advice, case studies, and expert perspectives to help you navigate the rapidly evolving world of investor relations. 𝘞𝘩𝘢𝘵 𝘵𝘰 𝘦𝘹𝘱𝘦𝘤𝘵 Our goal is simple: provide actionable strategies and fresh perspectives to help executives, IROs, and governance professionals keep pace with the changing dynamics of shareholder engagement. 𝘞𝘩𝘢𝘵 𝘸𝘦'𝘭𝘭 𝘤𝘰𝘷𝘦𝘳 • Digital IR Strategy • Investor Marketing • Shareholder Engagement • Corporate Governance Trends • Activist Defense Tactics Subscribe today to get on the list for the next content drop: https://lnkd.in/gDek2-MG

Business media is fragmented—and next-gen financial media is a growing part of the ecosystem. We talked to IR Magazine about this shift on their latest podcast (https://lnkd.in/eVwTtUpH). Here's a summary: • The term "finfluencer" first emerged during the retail investing boom in 2021 and it came to describe a wave of creators who amassed large audiences on social media for sharing market news and insights. It has since taken on mixed connotations, largely due to creators who prioritized engagement over diligence. • Research from the investing app Public shows that from 2022 to 2023, a majority of investors say they 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘥 their focus on diligence. With financial media literacy more established, today's investors are discerning quality from noise. • Next-gen media outlets and business creators are now an important channel for public companies to consider in the context of financial communications. Instead of going out to a few key outlets, IROs are meeting audiences and communities elsewhere. This may include niche industry newsletters or podcasts like After Earnings (from Morning Brew ☕️). TL;DR: Similar to how IROs and comms teams vet traditional media opportunities, they are vetting financial creators and media platforms for quality and diligence. For many companies, these new channels will continue to be critical piece within the broader financial communications plan.

Morning Brew is now Morning Brew, Inc. It seems like a small change of name, but it signals something much bigger. CEO Austin Rief shared the company's new strategic direction, from building an audience of 5M+ from a single newsletter to what today is a suite of multimedia properties, including After Earnings (from Morning Brew ☕️). Since launching After Earnings with the team back in April, we've hosted 25+ public company CEOs and CFOs from companies like Pfizer, ServiceNow, Affirm, Airbnb, CAVA, ELF, and more. The growth of this show and Morning Brew overall reflects a change in how business and financial news are being consumed. Institutional and retail investors are getting information from more formats than ever before, and looking for direct access to the people leading the companies they care about. Congrats to the team! Read more from Austin here: https://lnkd.in/gbCiSVpN

Two decades ago there were 20 activist campaigns/year. That number is now 1,000. A quarter of CFOs expect their company to be a target of an activist campaign in the next two years, per Bain & Company survey data. Here's how you can prepare: 1️⃣ Engage Early: Don't wait for a campaign to hit. Build relationships with shareholders before tensions arise. Proactive communication fosters loyalty and helps minimize disruption. 2️⃣ Tailored Communication: Recognize the different needs of your shareholders. Craft messages that speak directly to their concerns—whether institutional or retail investors. 3️⃣ Embrace Transparency: Regular, clear updates on strategy, risks, and goals help maintain trust. Informed shareholders are more likely to back your long-term vision over an activist's demands. 🔗 Read the guide: https://lnkd.in/gMvACrr2

Two decades ago there were 20 activist campaigns/year. That number is now 1,000. A quarter of CFOs expect their company to be a target of an activist campaign in the next two years, per Bain & Company survey data. Here's how you can prepare: 1️⃣ Engage Early: Don't wait for a campaign to hit. Build relationships with shareholders before tensions arise. Proactive communication fosters loyalty and helps minimize disruption. 2️⃣ Tailored Communication: Recognize the different needs of your shareholders. Craft messages that speak directly to their concerns—whether institutional or retail investors. 3️⃣ Embrace Transparency: Regular, clear updates on strategy, risks, and goals help maintain trust. Informed shareholders are more likely to back your long-term vision over an activist's demands. 🔗 Read the guide: https://lnkd.in/gMvACrr2