S2E2 - Scott Einberger From JLL on Investor Targeting in the Real World

In this episode of Winning IR, Mark Fasken sits down with Scott Einberger, Investor Relations Officer at JLL, to talk about how he approaches investor targeting and practical advice for IR teams looking to attract new investors.

Scott shares his best advice and tips on building, prioritizing, and measuring his investor targeting efforts, and what advice IROs need to know when it comes to effective investor outreach and relationship building. 

In this episode, we cover:

• How to build and prioritize a targeting list
• In-house investor targeting vs. third party
• How much time investor targeting should take
• When it’s the right time for targeting
• How to be more successful in your investor outreach
• Leveraging your shareholder base for introductions
• Measuring the success of investor targeting
• Response rates to outreach efforts
• NDRs with the sell-side
• The impact of the macroeconomic environment on targeting strategies
• ESG-specific investor targeting

About our guest:

Scott Einberger is an accomplished investor relations and finance professional with over 20 years of experience. He is currently the IRO at JLL and has extensive experience in the food and beverage, consumer staples, and hospitality industries, with strong knowledge of market dynamics and industry drivers.

Connect with Scott on LinkedIn here.

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