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Investor Relations Training

Training

Practical training for investor relations teams and the executives they report to - from single briefings to a full modular masterclass - tailored to the audience rather than delivered from a fixed script.

230+ professionals trained

7 capital markets institutions and IR bodies

English · Turkish · German

Delivered for capital markets institutions and professional IR bodies, including the Turkish Capital Markets Association (TSPB), TÜYİD, IR Impact, the Swiss IR Club, the Belgian IR Society, the Bulgarian IR Association (ABIRD), and the Romanian IR Association (ARIR). Delivered in English and Turkish. Sessions are also available in German.

Board Member, Turkish Investor Relations Society (TÜYİD) · Chair, Collaborations Working Group · Chair, Education & Certification Working Group, 2019-2025 · Recurring Trainer, TÜYİD Investor Relations Certificate Program

I teach what I spent twenty years doing. Every session comes from inside the job - from running investor relations at listed companies through volatility, transitions, and scrutiny - not from observing the function from outside it.

That extends to the technology. The AI sessions are taught by someone who has built the tools.

Flagship program

The IR Masterclass

A modular program covering the full investor relations remit - from where IR sits in the organization to how the board hears from the market. Based on The Investor Relations Playbook: Achieving Sustainable Success.

Take the full program, or select the modules your team needs.

  1. 1

    The IR Mandate: Positioning IR in the Organization

    Where the function sits, what it owns, and why reporting lines determine what IR can actually do.

  2. 2

    Building the Equity Story

    Constructing a narrative that connects strategy, capital allocation, and performance - and testing whether it survives contact with the numbers.

  3. 3

    Investor Communication & Touchpoints

    Every point of contact carries a message. Auditing what the market is receiving across the full communication surface.

  4. 4

    Dynamic Investor Targeting

    Identifying, prioritizing, and approaching the right investors, with a practical framework participants take away.

  5. 5

    Disclosure, Reporting & Transparency

    Disclosure discipline, guidance policy, materiality judgment, and handling difficult news.

  6. 6

    Sustainability Through an IR Lens

    Integrating sustainability into the equity story and reporting cycle, rather than running it as a parallel exercise.

  7. 7

    AI & Digital in Investor Relations

    Where AI genuinely helps an IR workflow, where it fails, and the disclosure risk it introduces.

  8. 8

    Governance, Boards & the IR Interface

    What boards need from investor relations, what investor relations needs from boards, and what it costs when the two don't meet.

Available as a full program, a multi-session series, or individual modules.

Signature Sessions

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Dynamic Investor Targeting

Most IR teams target reactively - they meet whoever asks. This session builds an alternative approach: identifying which investors should hold the stock, prioritizing them, and approaching them with something worth their time.

Participants leave with a practical targeting framework they can apply to their own shareholder register immediately.

For
IR teams and investor relations leads
Formats
Briefing · Workshop · Program
Levels
Foundational · Practitioner

Also available as Module 4 of the IR Masterclass.

build

Build Your Own IR Tools Without Writing Code

Investor relations teams are being told to adopt AI by people who have never run an earnings call. This session is taught by someone who built a 120-question IR diagnostic engine without a technical team and shows how to apply the same approach to the work your team does every week.

Hands-on from start to finish. Participants leave understanding how to build something for their own work.

For
IR professionals with no technical background
Formats
Workshop · Program
Levels
Practitioner

Small groups. Not available as a short briefing - the format requires dedicated working time.

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AEO: Being Found by Answer Engines

Investors increasingly encounter your company through an AI-generated answer before they ever reach your IR page. Something is already describing your equity story to the market, and no one has briefed it.

This session explains how answer engines currently describe listed companies, how to test what they say about yours, and what drives those answers.

For
IR teams, corporate communications, digital leads
Formats
Briefing · Workshop
Levels
Foundational · Practitioner · Executive

Participants leave with a diagnosis of their own company and a specification their web team or agency can act on. Technical implementation sits with those teams, not in the room.

Additional topics

Available as briefings or workshops, individually or combined with Masterclass modules.

Investor Relations Practice

  • Investor Perception & Feedback
  • Building the IR Function
  • Results Communication & the Reporting Cycle
  • Meeting the Buy-Side
  • Communicating Through Volatility

AI & Digital

  • IR in the Age of Algorithms
  • Digital IR & Channel Strategy
  • Evaluating IR Technology & Vendor Claims

Governance, Sustainability & the Board

  • Corporate Governance for Capital Markets Institutions
  • Green Transition & Sustainability Reporting
  • In-house - for a single company's IR, finance, and communications teams.
  • Association programs - for members of professional bodies and capital markets institutions.
  • Conference sessions - briefing-format contributions to industry events.
  • Online - live sessions or multi-part series for distributed teams.

Formats and levels

Formats

Briefing
60 to 120 minutes. One subject, covered properly. Suited to association sessions, conference slots and board meetings.
Workshop
Half day. Two to three modules with applied exercises on the participants' own company.
Program
Full day or a multi-session series. Four or more modules, built to a defined objective.

Levels

Foundational
For teams newly formed, newly listed, or building the function.
Practitioner
For experienced IR professionals.
Executive
Condensed and decision-focused, for senior management and boards.

Sessions are modular. Content is designed for the audience's level and the organization's situation rather than delivered from a fixed script - the same subject can run as a ninety-minute briefing for an experienced team or as a full day for one building the capability from scratch.

Tell me who is in the room and what they need to be able to do afterwards, and I will propose the shape.

How I Teach

Taught by a practitioner

Twenty years running investor relations at listed companies. Every session comes from having done the work, not from having studied it.

Applied to your company

Exercises use the participants' own equity story, register and disclosure - not case studies about someone else.

Materials you keep

Every session includes frameworks, templates or checklists participants continue to use afterwards.

Small groups

Sessions are sized so that everyone in the room can participate.

Fees on request.

Two weeks' notice is typically sufficient for a briefing; four weeks for a workshop or a full program.

Discuss a session

Tell me who is in the room and what they need to leave with.

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Preparing management for investor meetings or reviewing your IR program as a whole? See Advisory →