AI for IR Forum

Friday, December 1, 2023

etc.venues 360 Madison Avenue, New York

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Building an AI-Powered IR strategy

With an increasing number of investors, governance and corporate communications teams adopting machine-learning and generative AI to support their day-to-day decision-making, it is critical for IR teams to follow suit. However, at this nascent stage, there are a lot of questions about the ethical use of AI, accuracy, privacy concerns and more.

The AI for IR forum on December 1 in New York is designed to provide IR teams at publicly listed companies with a blueprint for the responsible use of AI to supercharge their IR program.

Featuring AI veterans from the buy side, experts from tech companies, and issuers who have successfully implemented AI, the forum will provide actionable checklists and best practice booklets on how to successfully implement an AI-powered IR strategy in 2024.

We’ll be announcing the complete agenda and speaker line-up shortly. Please contact [email protected] if you’d like to get involved!

NIRI IRC® CREDENTIAL
Holders of the NIRI IRC® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at www.niri.org/certification.

Key themes

Join us for debates, mini-workshops, panel discussions and roundtable discussions on:

→ What does an AI-powered IR strategy look like? Introduction to AI within the context of IR
→ Trends and their impact on IR, opportunities and risks around using AI for IR activities
→ What are the capabilities of AI in day-to-day activities? How can AI enhance the content generation process?
→ Streamlining and tailoring social media messaging, investor presentations, reports and other shareholder communications
→ How can AI help ensure staying up to date with and compliance with regulatory requirements?
→ AI-powered targeting: How can AI assist with outreach and engaging with new investors?
→ Can virtual assistants handle investor inquiries and provide real-time information?
→ How to demonstrate the measurable impact of AI implementation? How to measure ROI?
→ Using AI knowledge and implementation for competitive advantage and improved decision-making
→ Ethical, transparency and privacy issues around utilising AI technology

EXCLUSIVE! Q&A with the buy side:

→ How does the buy side use AI to analyse the information put out by IR teams?
→ How does the buy side use AI for financial analysis, predictive analytics, risk assessment, and valuation modeling?
→ How do they use NLP to extract insights from presentations, financial reports and news?
→ How can AI help analyse investor sentiment and capital market trends?
→ Can AI help simulate investor reactions to company news and events?
→ Using AI to predict sentiment of earnings materials

We’ll be announcing the complete agenda and speaker line-up shortly. Please contact [email protected] if you’d like to get involved!

Agenda

Click here to view the 2023 agenda.

Timings on the agenda are shown in Eastern Time (ET)

08:00 AM
Registration, refreshments and networking
09:00 AM
Welcome to the forum
09:15 AM
Harnessing the power of AI for IR: Opportunities, applications, and implications
AI is transforming the practice of investor relations. This opening session will set the scene for the day and provide a strategic overview of AI’s emerging role within IR. The panel will outline key trends, risks and considerations for IROs and give a bird’s eye view of integrating AI as a driver of efficiency, insight and value creation across the investor relations function.
- Defining AI within the context of IR and its unique capabilities for IR workflows
- The case for an AI-powered IR program: Why an AI co-pilot provides a competitive advantage
- High-impact applications: Prioritizing AI for content creation, sentiment analysis and targeting
- Risks and implementation challenges: Data privacy, compliance and change management
- Leveraging AI’s potential while proactively managing the risks and ethical concerns
- The future of AI in IR: New capabilities on the horizon and critical trends to watch
09:45 AM
Best practices from the buy-side: Applying AI for deeper analysis and faster decisions
The buy-side has been using AI to inform their decisions for years and it continues to shape the investment landscape. We look inside the buy-side’s AI adoption to discover how investors harness AI and what IR teams can learn from the early adopters. The panel will provide an investor’s perspective on:
- How the buy side uses AI to make well-informed investment decisions
- Processing vast amounts of company data, market trends and competitor information
- Translating data into predictive analytics, risk assessment and valuation modelling
- Techniques used, such as NLP, to extract insights from the information put out by IR teams, such as earnings calls, presentations, reports and news
- Mitigating bias and ensuring accuracy in AI-generated information
- Advice on how to best use AI for targeting, communication and engagement
10:15 AM
AI for IR lightning pitch

Hear from the very best service providers in IR and learn in just 90 seconds what innovations and developments they are making to help harness the power of AI for your company.
10:25 AM
Networking break
10:55 AM
Best practice: Ethics, compliance and risk management for various AI use cases
Adopting new technologies like AI demands proactive governance. This session will equip IROs to integrate AI responsibly and minimize regulatory, reputational and data risks. Panelists will outline best practices for transparency, including:
- Actionable strategies to deploy AI as a trusted advisor rather than a ‘black box.’
- How to ensure accuracy and prevent bias while protecting confidential data
- Framework to develop a robust AI policy and become stewards of responsible AI adoption
- Embedding accountability at every step of an AI-assisted investor engagement process
- Mitigating risks by ensuring third-party providers are also protected and compliant
11:25 AM
AI for IR lightning pitch

Hear from the very best service providers in IR and learn in just 90 seconds what innovations and developments they are making to help harness the power of AI for your company.
11:35 AM
Level up your content with generative AI: Tools and tactics for impactful communications
This hands-on session will showcase AI’s immense potential for streamlining and strengthening investor communications. Discover easy wins and techniques to harness natural language generation and creative AI for highly engaging content, including:
- What resources, budget and skillset do you need to kickstart your AI content creation?
- Delivering consistent messaging: Evaluating content accuracy, privacy and mitigating risks
- An overview of the latest AI writing and design tools tailored for IROs – what’s right for you?
- Identifying the workflows and use cases that benefit the most from AI assistance
- Tailoring and optimizing earnings scripts, visual presentations and social posts with AI
12:20 PM
AI for IR lightning pitch

Hear from the very best service providers in IR and learn in just 90 seconds what innovations and developments they are making to help harness the power of AI for your company.
12:30 PM
Lunch
13:30 PM
AI as a source of investor insights: Leveraging AI for targeting and sentiment analysis
This session will explore how IROs can harness AI to proactively gauge investor and analyst sentiment, tailor communications and effectively target the right investors. We will cover:
- Techniques for predictive shareholder analysis and dynamic investor targeting using AI
- Personalizing outreach using AI-generated investor personas and historical preferences
- Monitoring shifting sentiment across earnings, investor and analyst calls to identify risks
- Training AI on historical content to forecast investor reactions and pre-empt concerns
- Strategies vs capabilities: Evaluating analysis accuracy and ensuring unbiased AI systems
- Extracting competitive insights with AI for industry benchmarking
- Tools available for efficient targeting and vetting AI solution providers to find the right fit
14:15 PM
Hitting the ground running: Actionable first steps to replicate in your IR team
This session will offer multiple perspectives and examples of how an IR team can practically begin integrating AI into their IR strategy. Discover from experts in the field what steps you could take to immediately to jumpstart your AI journey. We will cover:
- Assessing what options exist for IR teams and what specific tools are available to be utilised
- Assessing your current IR capabilities to identify the areas where AI could add value
- A beginners guide to adopting and implementing new AI strategies and functions
14:45 PM
Networking break
15:15 PM
Mini-workshop and roundtables: Hands-on strategies for adoption and integration
In this interactive session, attendees will synthesize learnings into an actionable checklist to hit the ground running on deploying AI. Through group collaboration and exercises, IROs will blueprint an AI implementation roadmap that’s tailored to their IR program, including:
- Assessing and prioritizing AI opportunities using a “now, near, far” framework
- Workshopping real-world risk scenarios and developing policies for responsible adoption
- Outlining governance best practices for ethical, compliant AI integration
- Identifying the top three AI techniques to enhance targeting, analysis, content generation
- Restructuring team roles, skills, and workflows in an AI future
15:45 PM
Early adopters Q&A: Ask the vanguard
With discussion of theoretical AI plentiful but hard examples of incorporation scarce, this session will give you the opportunity to ask anything of speakers who really know what they are talking about. As pioneers of utilising AI in IR, they can provide real life knowledge of the practice, the pitfalls and the potential of an integrated approach. This session will cover:
- Real world case studies and success stories of specific use of AI to assist, streamline and improve IR functions
- Strategic and technical insights from lessons learned and challenges overcome
- Benchmarking of peer engagement and prowess in AI
- Practical consideration of how to replicate AI success in your own team
16:15 PM
Closing keynote: Next steps, possibilities and the road ahead for AI and IR
This session will consolidate all the learnings from the day into a prescriptive framework for thoughtfully leveraging AI as a trusted advisor and a new source of delivering shareholder value. We discuss the immense possibilities that an AI-empowered future presents and what the IR world could look like in 10 years, including:
- Reviewing top applications and use cases transforming IR in the coming months
- Actionable next steps for piloting and adopting AI-enabled best practices responsibly
- A vision for how AI will reshape workflows, teams, and engagement in the next 3-5 years
- Longer-term projections on AI’s potential to redefine analyses, targeting, and strategy
- Cultivating a forward-looking mindset focused on opportunities, not threats
16:45 PM
Closing remarks
17:15 PM
Drinks reception and networking
19:00 PM
End of event

Who attends our event

Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.

Below is a sample list of attendees who have joined our events in the past:

Job title	Company	Job title	Company
Director, IR	Vuzix	Senior vice president, IR	Comcast
Director, IR	General Electric	Senior vice president, IR	Coty
Director, IR	Flushing Financial	Senior vice president, IR	Estee Lauder
Director, IR	ORIX Corporation	Senior vice president, IR	CVS Health
Director, IR	Jushi Holdings	Vice president	Hannon Armstrong
Senior director, head of IR	Lantheus Holdings	Vice president, head of IR	Starbucks
Senior director, IR	Becton Dickinson	Vice president, IR	Ingersoll Rand
Senior director, IR & corporate communications	TCR2 Therapeutics	Vice president, IR	Quotient Technology
Senior vice president, director of IR	Chubb	Vice president, IR	Roku
Senior vice president, head of IR & treasury	Nielsen	Vice president, IR	Campbell
Senior vice president, IR	SmartRent	Vice president, IR	WW International
Senior vice president, IR	CACI	Vice president, IR	Ciena

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What attendees say about our events

"Great to connect with peers again and great content."

Sempra

"Quality of attendees made the difference."

Agilent Technologies

"The speakers were very knowledgeable on the topics that they were discussing."

The Home Depot

"The guests and content are fantastic. Really appreciate all the work that goes into getting these sessions together."

Nano One Materials

"The sessions were moderated very well with a quick pace. The panellists were well prepared and provided relevant insights."

Murphy Oil Corporation

Become a partner

Why partner with us? The AI Forum brings together some of the most influential people in the IR community.

The event offers an effective approach to targeting clients when they are exploring how they can implement AI as part of their IR strategy and shareholder communication practice. Through our unrivalled knowledge of the subject matters and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.

The unique buzz we create at our events makes them multi-faceted and highly interactive, with great engagement, particularly with decision-makers at listed companies. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their programs to invest in, which service providers to engage and which consultants to retain. By partnering with us on an event, you can generate leads, showcase your thought leadership and position yourselves as the partner of choice.

We’d love to chat with you about how you can get in front of a truly engaged and motivated audience at the AI Forum. Get in touch with Ian Richman or call on +1 212 430 6895.

Inquire about partnership

Partners

Markets EQ

Markets EQ

Forum partner

Markets EQ, LLC.

In the high-stakes world of investor relations, the difference between success and failure often comes down to information. IR teams are in a constant battle to derive strategic advantages from market-moving communications. Too frequently, elite quantitative funds seem to have all the edges – wielding sophisticated data models and machine learning capabilities out of reach for most IR directors. Yet the playing field is now being leveled by an AI-driven revolution in financial communications spearheaded by Markets EQ.

Founded by Sean Austin, a pioneer in applying tonal analytics to uncover insights for Wall Street, Markets EQ combines advanced natural language processing, predictive analytics and proprietary voice analysis models to enable conversational intelligence for IR teams.

The groundbreaking platform interacts in natural language, analyzing earnings calls, presentations, shareholder meetings and executive briefings. Within intuitive AI conversations, Markets EQ deciphers the full context and sentiment around leadership communications.

For example, an IR director might simply ask:

“Was the CEO as confident responding to analyst questions this earnings call compared to last quarter?”

Markets EQ would then analyze vocal tones, language patterns and more to provide nuanced detection of any changes in confidence or evasiveness when addressing hard-hitting questions.

No longer are IR teams limited to surface-level information or reactive post-event data – instead they gain real-time, conversational insights to understand the true market narrative and unlock informational alpha.
Nasdaq

Nasdaq

Forum partner

Nasdaq (Nasdaq: NDAQ) is a leading global provider of trading, clearing, exchange technology, listing, information and public company services. Through its diverse portfolio of solutions, Nasdaq enables customers to plan, optimize and execute their business vision with confidence, using proven technologies that provide transparency and insight for navigating today’s global capital markets. As the creator of the world’s first electronic stock market, its technology powers more than 90 marketplaces in 50 countries, and 1 in 10 of the world’s securities transactions. Nasdaq is home to approximately 3,900 total listings with a market value of approximately $13 trillion.

To learn more, visit: business.nasdaq.com.
Placer.ai

Placer.ai

Forum partner

Placer.ai is the most advanced location analytics platform describing physical locations, the people and businesses that interact with them, and the markets they inhabit. With an uncompromising commitment to privacy, Placer empowers thousands of organizations –– from Fortune 100 companies to local governments and nonprofits –– to analyze consumer behaviour, understand market trends, and optimize critical business decisions.

For more information, please visit www.placer.ai.
Q4

Q4

Forum partner

Q4 Inc. (TSX: QFOR) is the leading capital markets access platform that is transforming how issuers, investors, and the sell-side efficiently connect, communicate, and engage with each other.

The Q4 Platform facilitates interactions across the capital markets through IR website products, virtual events solutions, engagement analytics, investor relations CRM, shareholder and market analysis, surveillance, and ESG tools. The Q4 Platform is the only holistic capital markets access platform that digitally drives connections, analyzes impact, and targets the right engagement to help public companies work faster and smarter.

The company is a trusted partner to more than 2,650 public companies globally, including many of the most respected brands in the world, and maintains an award winning culture where team members grow and thrive.

Q4 is headquartered in Toronto, with offices in New York and London. Learn more at www.q4inc.com.

Book your place

Click on the button below to book your ticket.

The early bird rate expires on Friday, November 3, 2023. After this date, the corporate price will increase to the standard rate of $295 and a service provider ticket to $595.

The corporate rate is reserved for in-house IR or communications professionals, employed directly by a corporation listed on a public stock exchange ONLY.

If you have any questions, please contact Thomas Williams at [email protected] or +44 208 090 2156