AI for IR Forum

Friday, December 1, 2023

etc.venues 360 Madison Avenue, New York

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!

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

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!


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

  • 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."


"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.


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


We will be hosting the event at:

360 Madison Avenue
New York
NY 10017

Click here to view the directions to the venue.

IR Magazine has arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.

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