IR Magazine Forum – AI & Technology

Tuesday, December 3, 2024

Convene 101 Park Avenue, New York

IRO USE CASES - AI DISCOVERY, IMPLEMENTATION AND USAGE

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.

Your risk-free AI sandbox for exploring its use cases

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.

Agenda: 2024

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.

    • The proof is in the pudding! Showcase successful AI and technology use cases and their impact on business metrics
    • Learn how to build a clear and concise narrative highlighting the value that AI and technology will bring and how this ties in with the company’s values, strategy and goals
    • Educate the board on how AI and technology can drive revenue growth, cost reduction, market expansion and customer satisfaction
    • Create a risk mitigation plan that addresses potential challenges and uncertainties the board may have relating to implementing AI and technology
    • Fully understand your C-suite’s perspective on the direction of the company to fully comprehend their concerns

    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.

    • Upload your company’s latest ESG disclosures.
    • Use AI to summarize key findings and pinpoint areas for improvement.
    • Generate an audio summary for a quick, digestible overview of the information.
    • Compare your company’s performance to peers and uncover best practices to elevate your ESG strategy

    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

    • Assess in-house, company culture-aligned solutions versus outsourced, expensive but rapidly scalable results
    • Implementing a team that can navigate regulatory compliance – who will keep up to speed with and report on the ever-changing regulations?
    • The head of the chain: recognize the C-suite’s role in when to address AI and technology transformation challenges
    • Understand the importance of having an AI and technology vanguard on the board – for example a chief AI officer or chief data officer
    • Understand how to foster effective cross-department collaboration.

    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.

    • Ensure AI systems are compliant with data protection regulations
    • Strategies on being transparent with investors: supressing concerns, whilst still fostering trust
    • Invest in regular security audits, incident response planning and promoting a security-first culture
    • Learn how to identify and counter AI-powered cyberattacks
    • Plan to reskill or upskill affected employees and introduce metrics to measure success.

    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

    • Think like an institutional investor when benchmarking yourself vs peers
    • Make your messaging more dynamic by identifying real-time data that investors care about
    • Use AI to adapt your targeting strategy accordingly

    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.

    • Review what IROs need to do to adapt to AI and technology-driven capital markets
    • Identify the specific needs of the buy side – what information is key, how are they obtaining this data and where from?
    • Learn what factors drive investors to invest in or divest from your stock
    • Bridge the data gap from sell-side analysts to the buy side
    • Level the playing field: Embrace similar tools to fully understand investor preferences, identify peer companies and explain stock price movements effectively.

    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.

    • Understand how AI quantitatively measures language and how to optimize language for these scores.
    • Identify areas of disconnect between human comprehension and NLP scoring of language.
    • Test the impact of word and phrase choice on the scoring of an earnings call.

    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.

    • Actionable insights into where to start your due diligence, determining the best fit for you and your company
    • Assess the cost versus efficiency – do the results outweigh the time and investment?
    • Evaluate and prioritize the necessity for different AI solutions, now, in the near future and further down the line, and understand how this need will change overtime
    • Build internal expertise whilst fostering a culture of experimentation
    • Consider the importance of proper on-boarding for new employees
    • When to include the board in the decision-making process.

    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 –

    • Summarize an Analyst Note for Management
    • Write a Weekly CI Email for Management
    • Prepare for a Conference Q&A Session
    • Analyze a Slide of Data to generate speaking notes

    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.

    • Discuss what is needed for AI to move from being a buzzword to a critical driver of technological advancement
    • Consider if future AI capabilities could rival human reasoning
    • Learn if one tech could fit all and, if so, what will this look like
    • Assess if AI will communicate with AI allowing IROs to become more creative.

    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

Speakers: 2024

To inquire about future speaking opportunities, contact [email protected] or +44 744 420 0646


What attendees say about our events

"Great panellist and networking opportunity. Particularly loved the "real world" concrete AI examples."

Workday

"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

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
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

 

Request full attendee list

Become a partner

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.

Partners

Coalition for the homeless

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

 

VIEW THE DONATION LIST

Book your place

First & second release rate corporate tickets: Sold out

Non-corporate tickets: Sold out

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.

Venue

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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