Venue to be announced, New York
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 and Technology Forum was 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 provided actionable checklists and best practice booklets on how to successfully implement an AI-powered IR strategy in 2024. View the agenda and speaker sections below to find out more about what was discussed.
We will be announcing the 2024 agenda shortly. In the meantime please see below for the 2023 agenda.
Click here to view the 2023 agenda.
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
The importance of AI in the capital markets
AI is transforming the capital markets, beyond the practice of investor relations. Understanding how AI can be adopted by key stakeholders in the capital markets is critical for IROs as they integrate AI into their strategy. This opening session will set the scene for the day and provide a strategic overview of AI’s emerging role within the market.
● Defining AI within the context of the capital markets, from investor relations to the buy side, sell side and corporate access
● The case for an AI-powered IR program: Why an AI co-pilot provides a competitive advantage
● The future of AI in the capital markets: New capabilities on the horizon and critical trends to watch
Darrell Heaps, founder and CEO, Q4
09:25 AM
Harnessing the power of AI for IR: Opportunities, applications, and implications
The discussion will center on the 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.
● High-impact applications: Prioritizing AI for content creation, earnings, 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 evolution of AI and the opportunities it presents for investor relations
Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Adam Borgatti, senior vice president, corporate development & investor relations, Aecon Group
Darrell Heaps, founder and CEO, Q4
10:00 AM
AI as a stakeholder: Implications for IR in an AI driven capital market ecosystem
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 do to ensure that their information is found, and correctly interpreted by buysiders who use AI. The panel will discuss:
• How the capital markets use AI to make investment decisions and gather information
• The risks companies face when investors and rating agencies utilize AI in their analysis
• Techniques used, such as NLP, to extract insights from the information put out by IR teams, such as earnings calls, presentations, reports and news
• Advice on how to best adapt your disclosures and earnings calls in an AI-driven world
Moderator: Lauren McDonald, conference producer, IR Magazine and Governance Intelligence
Grant Bartucci, corporate access & research
Bruce Kahn, senior portfolio manager, Shelton Sustainable Equity Fund
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:
Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Michael Marks, investor relations, Vizio
Quentin Weber, director, investor relations, WSP Global
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 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:
Moderator: Lauren McDonald, conference producer, IR Magazine and Governance Intelligence
Jason Fooks, senior vice president, investor relations, Brookfield Asset Management
RJ Hottovy, head of analytical research, Placer.ai
Emily Lau, investor relations and corporate communications professional, Enthusiast Gaming
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
The importance of language in machine-readable disclosures
Disclosures are critical to get information out to the buyside and inform both voting and investing decisions. Earnings calls, proxy statements, annual reports and press-releases keep portfolio managers and analysts informed on the financial health and outlook for your business, however, the need to cover more companies mean that investors are turning to AI and web-crawlers to filter information from these reports.
This session discusses how IR teams can adapt their disclosures to align with how investors are looking for information to ensure your critical business updates are not only seen, but interpreted correctly. Join this session to discuss:
Moderator: Lauren McDonald, conference producer, IR Magazine and Governance Intelligence
Christopher Blake, executive director of innovation & operations, S&P Global
Roger Freeman, co-head, data science, Neuberger Berman
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:
Moderator: Lauren McDonald, conference producer, IR Magazine and Governance Intelligence
Sherif El-Azzazi, former investor relations officer, Brookfield Renewable
Kam Mangat, vice president, investor relations and corporate strategy, NEXE Innovations
Dan Wayne, former investor relations specialist, ITT
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:
15:45 PM
Learn from the vanguard: Leveraging AI to drive better collaboration
In this joint session, we’ll look at how AI is enabling smarter collaboration between IR and governance teams. Where do the opportunities lie for AI in the overlap between governance and IR work flows, particularly around ESG and shareholder communications, and how are early adopters approaching the pitfalls and the potential of an integrated approach? This session will cover:
Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Gregg Lampf, vice president of investor relations, Ciena
Mike Stiller, managing director, new growth initiatives, Nasdaq
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 and governance worlds could look like in 10 years
Moderator: Steve Wade, head of content, IR Magazine and Governance Intelligence
Erik Carlson, COO and CFO, Notified
16:45 PM
Closing remarks
17:00 PM
Drinks reception and networking
19:00 PM
End of 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 |
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.
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.
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.
For partnership inquiries
+1 212 430 6865
For agenda inquiries
+44 20 8004 4818
For all other inquiries
+44 20 8090 2156