Ep 03: The Evolution of Investor Relations with Carla Bloom

Enquire, the Investor Relations podcast

Welcome to today’s episode of Enquire. We are delighted to have senior investor relations specialist, Carla Bloom, with us to discuss the evolution of investor relations during her 17-year career. Join us to hear about her experience of transitioning between sectors within the field, and how she has benefitted from her network at Brewin Dolphin. You’ll hear why she has chosen to stay in IR and what she enjoys about the relationships she gets to have with multiple stakeholders in her role. Find out what the most challenging aspects of her journey have been, why it is so important to keep up with trends in an ever-changing role, and what her role looks like internally before we touch on relating to board members and talk about chairman roadshows, sustainability targets, and shareholder interactions. We also discuss 2021’s sustainability report, which was considered their best yet! Carla shares her tips on self-education, training others, and some of the ways she is training her new team member. You’ll hear what she wishes she knew at the start of her career, why she believes that having your own style of doing things is not a weakness, and what she thinks about bouncing back from mistakes. Thanks for tuning in! We hope you learn something from today’s inspiring guest.

Key Points From This Episode:

• An introduction to today’s guest, Carla Bloom, Head of Investor Relations at Brewin Dolphin.
• Carla’s 17-year journey in investor relations, starting fresh out of university at Vodafone.
• What her experience of transitioning between sectors has been like.
• Her learnings from her network at Brewin Dolphin.
• What has caused her to stay in investor relations: multiple stakeholder relationships.
• The most challenging aspects of working in investor relations: understanding what she needed to grow.
• The ever-changing role of investors and what you have to do to keep up with trends.
• The role of investor relations internally: talking to everyone and making sure you understand the business.
• Her interactions with the board and why she has met with every single board member.
• Chairman roadshows, sustainability targets, and shareholder interactions.
• 2021’s sustainability report, which was their best yet.
• Carla’s tips on how she has educated herself around ESG.
• How she is developing her new team member and what she recommends for new people.
• What she wishes she knew at the start of her career and why she wishes she was thrown into the deep end.
• Why having your own style of writing and doing things is totally okay!
• Why it’s not the end of the world if you have made a mistake.
• What it was like to join Brewin Dolphin during COVID.
• Why they have been able to meet more investors during COVID.
• How they are choosing to structure their next results.
• Carla’s experience of virtual conferences and her hope to host an open office this year.
• Retail investor management.

Links Mentioned in Today’s Episode:

Carla Bloom Email

Carla Bloom on LinkedIn

IR Society
Brewin Dolphin

Equitory