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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

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A Day in the Life of an IR Professional

A Day in the Life of an IR Professional

Ronan White

40 years: Capital markets and investor relations

In this video, Ronan goes through the practicalities of IR; that is, how roadshows are used to engage with investors, how companies work through structuring IR and, lastly, what kinds of skills are needed to succeed in IR.

In this video, Ronan goes through the practicalities of IR; that is, how roadshows are used to engage with investors, how companies work through structuring IR and, lastly, what kinds of skills are needed to succeed in IR.

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A Day in the Life of an IR Professional

8 mins 10 secs

Key learning objectives:

  • Identify the different skill set requirements of equity and debt IR

  • Understand how roadshows are used to facilitate communication with investors

  • Outline the different structures and reporting lines of IR

Overview:

Previously, we have discussed the history and the evolution of IR into Equity and Debt IR, in this video, we will look at the practicalities of IR and analyse investor engagement through roadshows, examine how companies structure IR and finally have an in-depth analysis of the skills needed to succeed in IR.

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Summary

Roadshows

Roadshows are investor meeting events where an itinerary is put together to facilitate a series of virtual or physical investor meetings (1 on 1, group or both). They take place over several days, over a number of different locations. IR equity roadshows can either be event specific (results or other announcements) or non-specific (to increase general investor knowledge and interest ahead of an IPO).Debt IR roadshows also can be deal specific (company is coming to market with a bond issue), or non-deal specific (to create interest in a company’s debt programmes). A roadshow is also undertaken as the precursor to a formal book building exercise to gauge general investor appetite and to set transaction parameters. Virtual roadshows and investor events have now become prominent as a consequence of COVID and have been well received.

Structure and reporting lines around the IR function 

There is still no prescribed model for IR structure and reporting lines and this will vary from company to company, depending on size, complexity, management commitment and whether the business has equity and debt IR to consider. IR function can exist as a specific team in its own right or as separate equity and debt IR teams within the overall corporate hierarchy or it can sit within another function (finance, corporate communications or treasury). 

Evolution of IR structure and reporting lines

Initially IR was about communications so it sat as part of a corporate communication team. But as mentioned earlier in the series, it has become more technical with a greater emphasis on finance knowledge. This led to IR sitting as part of the overall finance function, with perhaps a dotted line to corporate communications. In other contexts, IR may sit outside of the finance function with connectivity to group communications and the CEO’s office. Alternatively, it may even sit independently with a direct reporting line to the CEO’s office and connectivity to the finance, treasury, communications and PR areas. 

What are the skills needed in equity IR and debt IR ?

Despite a lot of common skills needed in both Equity and Debt IR, there are different requirements of investors and the technical knowledge levels applying to each field. Debt IR people tend to come from a treasury or capital markets background whereas equity IR people tend to come from communications, finance, accountancy or buy or sell side analyst backgrounds. In any event an IR person needs to ideally have credibility, good collaborative skills, authority and presence, a comprehensive understanding of the business and of financial reporting, presentation skills. In summary, the IR professional brings a multidisciplinary skill set to the role, and is a Jack or Jill of all trades.

 

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Ronan White

Ronan White

Ronan has over 30 years’ experience in senior management roles across the financial services sector in Ireland and the UK. His career spans treasury, capital markets, investor relations, corporate lending, corporate communications, marketing, and compliance. He currently works in Dublin with InCol Limited a mortgage sector, financial solutions business focusing on the UK, Irish and Benelux markets, and with its sister company, DFinitive Capital, a financial aggregator originating capital markets funding for the social and affordable housing sector in Ireland. Ronan serves as Non-executive Chairman of Moneycorp Technologies Limited (MTL), the Irish based regulated subsidiary of Moneycorp Group. MTL operates the group’s EU business. Prior to InCol and DFinitive Ronan worked with National Australia Bank in London and prior to that he was with Anglo Irish Bank (Dublin and London), the Woodchester Group (a consumer finance business owned by GE Capital and before that by Credit Lyonnais) (Dublin and London) and with Allied Irish Banks (Dublin). Ronan is a Fellow of Chartered Accountants Ireland having trained with KPMG where he specialised in reconstruction and insolvency assignments. He is a graduate of University College Dublin with a B. Comm. He holds the FT Non-Executive Director Diploma.

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