Strong investor relations are a crucial part of the syndication puzzle. Without these, it will be very difficult to thrive in the business. Our guest today, Ivan Barratt of Barratt Asset Management, is here to share his top tips on creating investor relationships that propel you to success. In this episode, we learn about the importance of investor communication. Ivan shares how frequently he interacts with investors and the various platforms he uses. It is important to be open and transparent with investors, particularly in difficult times. Investors understand that things may not go to plan, so keeping them in the loop will quell any anxieties. Along with this, strong returns always go a long way in growing the relationship. Ivan also sheds light on some other investor relations strategies he uses as well as his superpower. Be sure to tune in today!

Key Points From This Episode:

  • Find out more about Ivan’s background and what he’s accomplished over the last 10 years.
  • How often Ivan communicates with investors and the different channels he utilizes.
  • Learn how Ivan’s handled disgruntled investors and tips on maintaining good relationships.
  • Other tactics Ivan uses to show investor appreciation and his superpower.


“Our investor mandate is to maximize value, maximize returns for those investors, but we are the chef in the kitchen.” — @ivanbarratt [0:03:19]

“A really great way to approach investors is to be as transparent as possible, a 100% if you can with your thesis, your hold period, what can go wrong, what are the risks, what's the plan, as much as you can.” — @ivanbarratt [0:04:43]

Links Mentioned in Today’s Episode:

Ivan Barratt

Ivan Barratt’s number 

Ivan Barratt Education

Barratt Asset Management


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