Convene 101 Park Avenue, New York
With an increasing number of investors, governance and corporate communications teams adopting innovative technology, 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 blossoming stage, there are a lot of questions around implementation, accuracy, security concerns and many more.
The IR Magazine Forum – AI and Technology is being held in New York on Tuesday, December 3 and through real use cases, will provide IR teams at publicly listed companies with a blueprint for the responsible use of AI and other innovative technology to supercharge their IR program.
Featuring leading IROs, experts from tech companies and issuers who have successfully implemented AI and innovative technology, the forum will educate attendees on what technology is available now, how it will evolve to help you streamline your workflows and finally how to successfully implement an AI powered IR strategy in 2025. View last years agenda and speaker sections below to find out more about what was discussed in 2023.
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. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.
If you’re curious about using artificial intelligence to revolutionize your IR tasks, but can’t secure the budget, or are restricted from experimenting with different tools, this event is for you.
Our unique in-person format features expert talks followed by hands-on workshops designed to safely allow you to experience using AI in multiple IR activities.
You will leave the event with case studies about how IR teams use AI. You will have experienced different tools available to you and have a greater understanding of the ROI AI can provide, allowing you to secure your budget and unlock the potential technology has to improve your output.
Please see below for the 2024 agenda.
Click here to see a pdf version
Timings on the agenda are shown in Eastern Time (ET)
08:15 AM
Registration, refreshments and networking
08:55 AM
Welcome to the forum
09:00 AM
Gain C-suite buy-in: Teach your executives to escape the “AI and technology as an experiment” mentality.
As the wave of AI and innovative tech grows, IROs must stay ahead of the curve to survive. Therefore, although it is essential to experiment with AI and technology, it is important not to get stuck in an exploration loop and ensure you fully implement it and optimize its potential. To do so you first have to get the C-suite on board!
This panel will focus on the strategies and tactics IROs can use to educate the C-suite on the need to embrace AI and technology to ensure their buy-in.
Moderator: Steve Wade, head of content, IR Magazine
Gregg Lampf, vice president of investor relations, Ciena
Bryan Kloster, manager of investor relations, AutoNation
09:35 AM
Workshop – Discover how AI can enhance your ESG reporting and analysis
In this session, you’ll leverage AI tools to extract insights, identify opportunities and benchmark performance against your peers — all aimed at improving your company’s sustainability initiatives.
Gregg Lampf, vice president of investor relations, Ciena
10:10 AM
The ultimate guide to building your AI and technology support team. Who, when and how.
AI and innovative technology are becoming an essential part of an IRO’s tool kit, but to use it effectively and safely you need to adhere to certain rules and regulations whilst understanding the complex intricacies of how to optimize your usage. This panel will help you discover the essential steps and strategies for assembling a high-performing, multidisciplinary AI and technology support team
Moderator: Steve Wade, head of content, IR Magazine
Adam Borgatti, senior vice president, corporate development and investor relations, Aecon
Amin Mousavian, vice president investor relations and treasury, TMX Group
10:40 AM
Networking break
11:10 AM
Leveraging AI to elevate IR: Demo
Live Demo / Q&A – Join Darrell Heaps, founder and ceo of Q4, as he explores how artificial intelligence is reshaping investor relations to drive exceptional outcomes. Discover how AI enables smarter decision-making, improves efficiency, and uncovers opportunities through advanced data analysis and trend identification.
Get an exclusive first look at Q4’s beta AI dashboard on the IR Ops Platform, designed to handle the heavy lifting – providing powerful data analysis and delivering actionable insights so you can focus on achieving high impact IR strategies.
Darrell Heaps, founder and CEO, Q4
11:45 AM
Overcoming the risks and obstacles of AI and technology implementation
Whilst the rapidly evolving AI and technological landscape brings with it a plethora of benefits to IROs, it also conveys a multitude of risks. Fears around privacy, accuracy and accountability have stifled its implementation.
This panel will highlight the biggest risks IROs will face and give you a road map on how to use AI and technology in an ethical, transparent and responsible way.
Moderator: Tim Human, event editor, IR Magazine
Gianni Martinelli, investor relations, Globant
Chandrika Nigam, former senior director of investor relations, Adtalem Global Education
12:15 PM
Workshop - AI-powered targeting: How AI can enhance identifying and engaging with new investors
In this session, you will use AI tools to identify potential new investors based on a wider data-set, and prioritize those investors who are most likely to invest in your company and move the needle on your valuation
Peter Wright, founder, CEO, Intro-act
13:00 PM
Lunch
13:50 PM
Keeping up with the buy side: The challenges and possibilities for IROs
As the buyside continue to embrace AI and machine learning systems to improve efficiencies and optimise their investment strategies, it is paramount that IROs can keep pace with this movement.
Presenters will take a deep dive into how investors are using AI and technology, and the impact this has on an IRO’s role.
Moderator: Steve Wade, head of content, IR Magazine
Jason Fooks, managing director, investor relations, Brookfield Asset Management
Andrew Posen, vice president, head of investor relations and treasury, WOW! Internet, Cable and Phone
Chris Tillett, senior director investor relations, Fortive
Jared Wasserman, associate vice president, corporate platforms, Nasdaq
14:20 PM
Workshop - Using AI and technology to tailor earnings call communications for investor analysis
In this session, you will use AI and innovative technology to tailor your core message across different digital platforms and to different audiences quickly and effectively.
Chris Blake, executive director of product innovation within issuer solutions, S&P Global Market Intelligence
14:55 PM
Networking break
15:25 PM
Creating a multi-year road map for the successful adoption of AI and technology
AI and innovative technology are more accessible than ever before, but their successful implementation needs a methodical and practical approach. For success, you need a long-term strategy that results in a steady acquisition of knowledge, technical skills and processes with a goal to improve the efficiency of IRO job functions.
This panel will provide you with a guide to accelerate your progress towards the adoption of AI and technology.
Moderator: Steve Wade, head of content, IR Magazine
Megan Larson, senior advisor, investor relations, Murphy Oil Corporation
15:45 PM
Workshop - AI powered research tactics: Competitive intelligence and analysis
In this session you will use AI and innovative technology to –
Bryan Kloster, manager of investor relations, Autonation
16:30 PM
Navigating the future AI and innovative technology landscape: Trends, Predictions and Opportunities
Here we will examine current trends in the generative AI space and take a journey through the future possibilities that AI and technology hold for IROs.
Moderator: Tim Human, event editor, IR Magazine
Peter McGough, senior vice president, investor relations & capital markets, Gambling.com Group
16:55 PM
Summary and closing remarks
17:00 PM
End of event and start of drinks reception
To inquire about future speaking opportunities, contact [email protected] or +44 744 420 0646
Bryan Kloster
Manager of investor relations
Autonation
Bryan is the Manager of Investor Relations at AutoNation. Prior to joining he was the Manager of Investor Relations at Aarons, Inc. Bryan has a strategy background with public retailers and is most interested in sharing the tips and AI tools he uses to helps automate many of the highly repetitive tasks that IR teams face in their quarterly reporting cadence.
Chandrika Nigam
Former senior director of investor relations
Adtalem Global Education
Chandrika Nigam
Senior Investor Relations Executive
Chandrika Nigam is a seasoned Investor Relations executive with over a decade of experience in developing and executing effective Investor Relations programs across a broad range of sectors. Most recently, she led Investor Relations at Adtalem Global Education (NYSE: ATGE), a premier medical and healthcare education company, where she significantly enhanced institutional investor engagement and secured multi-million-dollar investments.
Previously, Chandrika served as Director of Investor Relations at Owens & Minor (NYSE: OMI), a Fortune 500 healthcare services company, and at Laureate Education (NASDAQ: LAUR) and JSW Energy (BSE: JSWE), where she managed comprehensive investor communications. Throughout her career, she has also overseen treasury, sustainability, media, and corporate relations functions. Her exemplary contributions were recognized by the National Investor Relations Institute as part of their Rising Leaders Under 40 class.
Chandrika holds an MBA in Finance from IBS, India, and an MS in Finance from the Smith School of Business at the University of Maryland. She actively mentors current finance students through her roles on the Alumni Chapter Board and the Board of Advisors for the business school.
Peter Wright
Founder, CEO
Intro-act
Peter is a career research analyst with experience on both the sell-side (analyst at CIBC World Markets, Director of Research at Tradition and Head of Boston Sales for Cantor Fitzgerald) and buy-side analyst and fund manager (Fidelity and AI Capital Management). As such, Peter has produced, consumed, managed and sold research and access products and knows how institutional investors think. Peter is the Founder of Intro-act, a company dedicated to helping issuers think like institutional investors and facilitates capital introduction both through investments in the primary and secondary markets. Peter is a graduate of the University of Pennsylvania, Wharton School of Business.
Amin Mousavian
Vice president, investor relations and treasury
TMX Group
Amin Mousavian is the Vice President of Investor Relations & Treasury at TMX Group, with over 19 years of experience in capital markets. He has a proven track record of driving investor engagement, expanding investor bases, raising capital, and enhancing company valuation. He has led enterprise performance management and financial operations for global businesses, implementing innovative solutions to optimize performance.
Amin holds an MBA from Wilfrid Laurier University and a Bachelor in Electrical Engineering from the University of Waterloo.
Chris Blake
Executive director of product innovation within issuer solutions
S&P Global Market Intelligence
Chris Blake is Executive Director of Product Innovation within Issuer Solutions at S&P Global. In this role, he focuses on building and developing solutions for global corporate issuers which leverage generative AI, machine learning, and natural language processing. Chris has over a decade of experience providing insights and thought leadership to investor relations teams, through digital solutions, shareholder surveillance, and targeting. As the head of innovation for Issuer Solutions Advisory business he oversaw the digital transformation of services provided to over 1,200 corporate clients. In his current role Chris has led the delivery of multiple new AI-driven driven products for corporate investor relations teams including Script Insight, a first of its kind natural language processing tool for earnings calls.
Andrew Posen
Vice president, head of investor relations
WOW! Internet, Cable and Phone
Andrew Posen is the Vice President, Head of Investor Relations and Treasury at WOW! with over two decades of financial expertise across multiple sectors. He has developed and led investor relations programs at pre-IPO companies, newly public companies as well as large, well established public companies. Prior to joining WOW!, Andrew ran Investor Relations at Telaria until it merged with the Rubicon Project. Before that he was responsible for building an Investor Relations function at AppNexus (a private company), by developing, managing and fostering relationships across both the buy-side and sell-side investment communities. Prior to that, he led investor relations at FXall, Evercore Partners and held a senior IR position at Morgan Stanley. Mr. Posen holds a Bachelor’s Degree from McMaster University in Political Science and a Master’s Degree in Health Administration from The University of British Columbia.
Peter Mcgough
Senior vice president of investor relations and capital markets
Gambling.com
Pete Mcgough – Sr. VP of IR and Capital Markets at Gambling.com. He has 25+ years of investment banking experience, including Trading, Institutional Sales, Equity Capital Markets, and Corporate Access.
Chris Tillett
Senior director, investor relations
Fortive
Christopher Tillett
Chris is a Senior Director, Investor Relations at Fortive, where he drives shareholder value by engaging with the investment community and relaying Fortive’s strategic vision and financial results. Chris brings extensive financial and strategic communications experience to the role, having spent nearly a decade on Wall Street as a sell-side analyst covering a variety of US and international companies. Before joining Fortive in 2023, Chris previously held financial leadership roles of increasing responsibility at Aptiv, Barclays, Jefferies, and GE.
Chris holds a BBA in Finance from the University of Notre Dame and is a CFA charterholder.
Jason Fooks
Managing director, investor relations
Brookfield Asset Management
Jason Fooks has over 20 years of investor relations experience. He currently serves as head of investor relations for Brookfield Asset Management (NYSE: BAM), a leading global alternative asset manager with approximately $1 trillion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. In this role, Jason is responsible for communicating corporate strategy, growth opportunities, and financial position to public investors, research analysts and other key stakeholders.
Previously, he was head of investor relations for Safehold Inc. (NYSE: SAFE) and iStar Inc. (NYSE: STAR). He has twice been the recipient of an IR Magazine award. Jason received an MBA from the Columbia Business School at Columbia University and received a BA in Economics from Brandeis University.
Megan Larson
Senior advisor, Investor Relations
Murphy Oil Corporation
Megan Larson serves as Senior Advisor, Investor Relations at Murphy Oil Corporation, an independent oil and natural gas exploration and production company, where she assists with all aspects of investor relations and communications. Prior to joining Murphy in 2019, she had nearly 10 years’ experience in the energy banking industry, as well as several years in the journalism industry, polishing her skills in writing, copy editing and photography. Megan graduated with a Bachelor of Journalism from The University of Texas and a Master of Business Administration from Southern Methodist University. She also holds the Investor Relations Charter (IRC)®.
Aside from her efforts in supporting NIRI, Megan serves on the Board of Trustees at the Houston Yacht Club, is a director for the annual women’s sailing camp and volunteers on numerous committees. She also leads a mentor circle with the Women’s Energy Network – Houston. An avid sailor, Megan also enjoys traveling, hiking and spending time with her two Australian Shepherds – Bond and Stock.
Adam Borgatti
Senior vice president, corporate development & investor relations
Aecon Group
Adam Borgatti is Senior Vice President, Corporate Development and Investor Relations, responsible for leading Aecon’s Investor Relations, Sustainability, Indigenous Relations, Corporate Affairs, Corporate Communications and Marketing functions, as well as supporting the leadership team with developing long-term business plans, evaluating strategic initiatives, and leading the assessment and execution of Aecon’s acquisition opportunities. Adam brings a depth of experience and knowledge of both capital markets and the construction industry.
Prior to joining Aecon in 2009, Adam held leadership roles in the financial industry, including Vice President, RBC Capital Markets, and Vice President, National Bank Financial. Before assuming his current position at Aecon – in 2017-18, he served as Vice President, Investor Relations, at Scotiabank and was responsible for leading all aspects of investor relations, providing strategic direction, leadership and oversight for the company’s investor relations portfolio globally.
Over his career at Aecon, Adam has held leadership roles in the Concessions, Energy and Infrastructure segments, and previously served as Vice President, Corporate Development and Investor Relations. He holds a Bachelor of Commerce degree in Finance and Entrepreneurship from McGill University as well as CFA, CPIR and ICD.D designations. He is a member of the Board of Directors for the Canadian Investor Relations Institute (CIRI) where he serves as Board Chair.
Jared Wasserman
Associate vice president corporate platforms
Nasdaq
Jared Wasserman is an Associate Vice President at Nasdaq. He is a results-driven leader with over 15 years of experience delivering revenue and operational-based outcomes through product launches, go-to-market strategies, business development, and partnerships. Jared also has experience in C-suite engagement and consulting, leading customer-facing teams focused on retention and growth, development and articulation of USPs through market research, engagement, and collaboration across functions. He is also an expert in the rapidly-growing ESG space, overseeing Nasdaq’s ESG Solutions development.
Gianni Martinelli
Associate investor relations
Globant
Gianni joined the Investor Relations team at Globant in 2021. Prior to this, he was a derivatives trader at Patak Trading Partners.
As part of the Investor Relations team at the fastest-growing IT Services brand according to Brand Finance, Gianni has successfully implemented AI and other innovative technology initiatives within Globant’s Investor Relations program, ensuring effective risk mitigation practices that focus on compliance and data protection.
Throughout his career, Gianni has been an active speaker, participating in conferences and university lectures.
He is a Stanford University Innovation Fellow and holds a BA, Summa Cum Laude, in Business Administration and Finance from Universidad Católica del Uruguay and HEC Montreal.
Darrell Heaps
Founder & CEO
Q4
Darrell Heaps is a serial entrepreneur who has spent his career building innovative software companies. As the Founder and CEO of Q4, Darrell is a visionary leader in cloud-based investor relations solutions and has been at the forefront of innovation in the industry by spearheading the creation of the AI-driven IR Ops Platform. Together with the global Q4 team, Darrell is redefining investor relations by delivering data, insights, and smart workflows that empower IR teams to focus on their strategic priorities. Darrell studied Business and Computer Science at York University.
Gregg Lampf
Vice president of investor relations
Ciena
Gregg Lampf has worked in Investor Relations approaching 30 years, mainly in the high technology industry. Besides his core role, Gregg has been responsible for media and public relations, corporate communications, industry analyst relations, and competitive and market intelligence.
Gregg is an early adopter of Artificial Intelligence for Investor Relations. He is a member of Ciena’s AI Steering Committee, IR Magazine’s AI Working Group, participates in think tanks, and has been featured in articles and joins webinars and seminars as a panelist on the topic. Gregg and his team won IR Magazine’s award for ‘Best Use of Technology, including AI’ in 2024, its inaugural year.
He is currently the Vice President of Investor Relations for Ciena, a mid-cap company, global leader in next-gen telecommunications solutions and services worldwide.
Gregg has been ranked as a top IR Professional in Institutional Investor (II)’s surveys for most of 2014 to 2024 and is part of the All-America Executive Team. Some of his recent II recognitions include sweeping his sector along with his executive team members with whom he is proud to share these honors.
He enjoys sharing his experiences in different ways, such as speaking to university business students about the investor relations profession, where he also frequently discusses AI.
Gregg is married, has two children (one of whom works in the IR field), and a young Labrador Retriever, Sylvia.
Steve Wade
Head of content
IR Magazine
Steve Wade is the head of content at IR Media Group. As a content researcher, conference producer, and event host for IR Magazine and Governance Intelligence, Steve is responsible for gathering intelligence on public companies’ most significant global issues. Steve’s team develops events that promote excellence in investor relations, governance, and sustainability for issuers and investors.
Prior to Corporate Secretary, Steve’s background was in corporate social responsibility and responsible investment. During his time at Ethical Corporation (now Reuters Events), Steve launched the ESG symposium; an event focused on connecting the socially responsible investment community with corporate sustainability leaders at listed companies. Steve was a judge for the Deloitte Green Frog Awards, celebrating the best corporate reporting in Eastern Europe. Steve also presented research at the Global Sustainable Event Summit in London and has spoken about extra-financial reporting with the United Nations Global Compact, the World Bank, and the Polish Ministry of Finance.
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 |
Associate manager, IR | Prudential Financial | Senior director, IR | Energy Recovery |
CEO | Legacy Education Alliance | Senior director, IR | Fortive |
CFO | KULR Technology Group | Senior director, IR | Virtu Investments |
Director, IR | Ciena | Senior manager, IR | Etsy |
Director, IR | The Hartford Financial Services Group | Senior VP, corporate development & IR | Aecon |
Governance anaylst | Nasdaq | SVP | Citi |
Head of IR | Cipher Mining | SVP, corporate development and IR | Axos Financial |
Head of IR, US | Clinuvel | SVP, Head of IR | Phillips Edison & Company |
Head, strategy, innovation and partnerships | RCM Technologies | SVP, IR & capital markets | Gambling.com Group |
Manager, IR | Autonation | VP, head of IR | Recruit Holdings |
Manager, IR | ONEOK | VP, head of IR | WOW! Internet, Cable and Phone |
Manager, IR | PagerDuty | VP, IR | Aterian |
Managing director, IR | Brookfield Asset Management | VP, IR | Lazard |
Principal, market insights & initiatives | BNY | VP, IR | Lumos Pharma |
Program manager, IR & ESG | H&R Block | VP, IR & corporate communications | Alnylam Pharmaceuticals |
Why partner with us?
The AI and Technology 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 and Technology Forum. Get in touch with Ian Richman or call on +1 212 430 6895.
Forum partners
Intro-act is an artificial intelligence (AI) company offering investor readiness services that lead to actionable capital introductions. Intro-act enables corporate executives to think like an institutional investor through integrated technologies that have been developed across the five stages of the investor engagement process, leading to a higher conversion from investor into shareholder.
For more information, please visit www.intro-act.com
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.
Q4 Inc. is the first IR Ops Platform with the world’s largest set of proprietary investor data, purpose-built to remove obstacles between public companies and their investors. Q4 gives investor relations leaders and their teams the tools to attract, manage, and understand investors — all in one place. The AI-enabled Q4 IR Ops Platform boasts applications for website and event management, engagement analytics, and earnings lifecycle management, including AI Earnings Co-Pilot to generate draft scripts based on historical data, and AI earnings call summaries to understand peer sentiment. The platform also includes a streamlined investor CRM and shareholder intelligence with enhanced metrics to elevate investor targeting strategies. Q4 delivers the data, insights, and workflows that give IR teams the power to focus on what really matters: strategy, relationships, and driving premium valuations for their companies.
The company is a trusted partner to more than 2,600 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 London and Copenhagen. Learn more at www.q4inc.com.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of credit ratings, benchmarks and analytics in the global capital and commodity markets, offering ESG solutions, deep data and insights on critical business factors. S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth and accelerates progress for more than 160 years. For more information, visit www.spglobal.com/marketintelligence.
IR Magazine are long-term supporters of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
We would be grateful if you are able to bring along any of the items outlined in the list below, to be donated to those in need through the Coalition.
For further information about their work, please visit coalitionforthehomeless.org
Click below to book a ticket.
The corporate rate is reserved for in-house IR or communications professionals, employed directly by a corporation listed on a public stock exchange ONLY.
We have now sold out of non-corporate tickets for this event. If you do not fall under the corporate rate and would like to get involved please email Ian Richman at [email protected].
If you have any questions, please contact Thomas Williams at [email protected] or +44 208 090 2156.
We will be hosting this year’s event at:
Convene
101 Park Avenue
New York
NY 10178
Directions
For transport options and directions to the venue, please click here.
Convene at 101 Park Avenue is located near Grand Central at the corner of 41st Street and Park Avenue in midtown Manhattan.
Accommodation
IR Magazine have arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.
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