S4E09: Zane Keller from Affirm on The Investor's Perspective: Leveraging Buy-Side Experience in Investor Relations

12/11/2024 33 min Temporada 4 Episodio 9
S4E09: Zane Keller from Affirm on The Investor's Perspective: Leveraging Buy-Side Experience in Investor Relations

Listen "S4E09: Zane Keller from Affirm on The Investor's Perspective: Leveraging Buy-Side Experience in Investor Relations"

Episode Synopsis

About the EpisodeIn this episode of Winning IR, Mark Fasken sits down with Zane Keller, Head of Investor Relations at Affirm, to discuss how his decade-long experience as a buy-side investor in global financial services companies has shaped his approach to IR. Zane shares how his understanding of investor priorities has influenced his strategies for effective communication and engagement with the investment community. Listen to the full episode to learn more about:Zane's career journey from the buy-side to leading investor relations at AffirmThe typical decision-making process on the buy-side and where IR can have the most impactImplementing effective IR processes and communication strategiesNon-traditional interactions for building stronger relationships with investorsHosting successful investor days and roadshowsThe importance of gathering and utilizing investor feedback systematicallyEngaging management teams in investor relations activitiesLeveraging technology and tools like CRM systems for better IR outcomesThis episode provides valuable insights for IR professionals looking to enhance their strategies and create more meaningful engagements with the investment community.About our GuestZane Keller is the Head of Investor Relations at Affirm, a leading financial technology company. Before taking on his current role, he built an extensive background in financial services, with over a decade of experience on the buy-side. He previously served as a Director and Equity Research Analyst at Barrow Hanley Global Investors, where he invested in global financial services companies across various sectors, including banking, consumer finance, and payments.Winning IR is brought to you by Irwin. For more winning ideas, subscribe to Winning IR wherever you get your podcasts.For more information, visit getirwin.com/winning-ir

More episodes of the podcast Winning IR