The Evolution of Investor Relations: From PR to Strategic Finance Partner
In this episode, Peter discusses the significant changes in investor relations roles over the past few years. He explains how investor relations has transitioned from being primarily a communications and administrative role for the CFO to becoming a strategic finance partner with direct reporting to the CFO.
Key insights from a recent survey are shared, showing that 69% of investor relations officers now report directly to the CFO, reflecting their increased executive and board exposure.
Disclaimer: Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, organization, or employer. Listeners are encouraged to consult their own compliance teams, legal counsel, or financial advisors to ensure adherence to applicable regulations, including SEC, FINRA, and other industry-specific requirements. This podcast does not constitute a solicitation or recommendation for any financial products or services.
