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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 March 7 in London 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!
Click here to view the 2024 agenda as a PDF
Registration, breakfast and morning networking
Welcome to IR Magazine Forum – AI for IR
Getting started with AI: Overview, policies and use-cases
One of the main barriers cited to AI adoption is not knowing where to start. To kick things off our panelists will share specific use-cases of AI within IR, discuss what makes a good ‘AI user manual’ for IR teams, and provide practical advice on how to build an AI-powered IR strategy.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Erik Carlson, COO & CFO, Notified
Nick Stone, head of investor relations, GSK
Closing the AI skills gap: Ensuring your IR team is AI-ready
In this panel we’ll analyze how AI is influencing the skills and responsibilities of IR, share specific tactics to make the most of AI tools, and discuss what you can do to ensure you and your team are informed and up-to-date on how to integrate AI into existing workflows.
Moderator: Noemi Distefano, reporter, IR Magazine
Ross Hawley, head of investor relations, Redde Northgate
David Irish, investor relations & ESG senior manager, Vodafone
Irina Logutenkova, head of investor relations, Getech
AI and shareholder engagement: Leveraging AI to improve communications
In this panel we’ll be focussing on the specific ways AI can support your shareholder communication strategy, the value (and risks) of using different AI tools to generate IR content, and explore how to responsibly use AI to ensure more impactful shareholder interactions.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Greg Secord, vice president, investor relations, OpenText
AI and targeting: Identifying and approaching compatible investors
Alongside streamlining your communications with existing shareholders, AI offers enormous potential for IR teams looking to access new investors and grow their shareholder base. Here our speakers will talk through how AI can support your search for compatible investors, facilitate with outreach and ensure your messaging is accurate and tailored to its audience. We will also discuss the specific applications and pitfalls of using AI to target retail investors.
Moderator: Tim Human, senior reporter, IR Magazine
Christian Bacherl, founder, ACCNITE
Gabriel Gonzalez-Gutierrez, investor Relations & ESG manager, Rolls-Royce
Jennifer Ramsey, senior investor relations manager, Imperial Brands
AI for IR lightning pitch
Hear directly from a variety of service providers on how their tools and technologies can benefit your IR function. See innovative product demonstrations, take part in interactive polls and Q&As, and get up to speed on the rapidly evolving AI for IR vendor landscape.
AI and the buyside: Adapting your messaging to AI-driven capital markets
The buy-side has been using AI for years to inform their investment decisions, from algorithmic trading to sentiment & market analysis. In this panel we’ll examine how the adoption of new AI tools and technologies is reshaping the investment landscape, and what this means for IR teams looking to ensure their company story is communicated effectively.
Moderator: Laurie Havelock, editor-at-large, IR Magazine
Harry Jack, head of pan European equity research, Schroders
Stefanie Mollin, global equities portfolio manager, GIB Asset Management
Beat the bot: Using AI to anticipate analyst questions
In this interactive session, attendees will work together to analyze an earnings call script and anticipate questions from analysts. Afterwards, we’ll compare results with ChatGPT to determine the value AI can bring in help IR teams prepare for their next Q&A.
You can read the earnings call transcript here
Building an AI powered ESG toolbox
This year, large companies already subject to the NFRD must comply with the CSRD, significantly increasing the scope and depth of sustainability reporting. In this panel, we’ll discuss how AI can support IR teams in their sustainability reporting journey, adapt to new disclosure requirements and deliver effective ESG communications to all stakeholders.
Moderator: Laurence Taylor, senior conference producer, IR Magazine
Alex Annaev, independent expert
Champagne roundtables: Learn from your peers in interactive group discussions
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:
Closing remarks and networking drinks
Senior conference producer
Head of investor relations
Head of finance, M&A and investor relations
vice president, investor relations
Global equities portfolio manager
GIB Asset Management
Director, investor relations
Christian Bacherl is a Co-Founder and Managing Partner of ACCNITE, a cloud-based solution focused on optimizing investor engagement through data-driven strategies. With over 20 years of experience in ECM, corporate finance, equity research, and corporate access, he possesses extensive expertise in capital markets and investor relations within Europe.
He has held key roles such as Head of Syndicate and Head of ECM (DACH) at UniCredit, honing his skills in navigating investor engagement complexities. As a current member of Nagarro’s supervisory board, he combines capital markets expertise with software entrepreneurship.
Christian brings valuable perspectives to investor relations, driving ACCNITE’s commitment to innovative solutions tailored to European companies.
Head of investor relations
Investor relations & ESG senior manager
Head of investor relations
Chief operating officer and chief financial officer
Erik Carlson is chief operating officer and chief financial officer at Notified, a technology partner for investor relations, public relations and marketing professionals. He brings over 10 years of M&A, strategic finance and business transformation experience across private equity portfolio companies in technology, media, pharmaceuticals and consumer products. Prior to Notified, he was senior vice president of M&A integration at Intrado and director of M&A and strategy advisory at PwC.
Lauren McDonald is a conference producer at IR Magazine and Governance Intelligence. She brings a wealth of experience from her past roles in campaign organising for The Labour Party in Leeds and Tower Hamlets.
Lauren holds a Masters degree in the History of Race & Resistance and a Bachelors degree in American History & Politics, both from prestigious universities. She uses her expertise and knowledge to inform her current work and ensure high quality outcomes.
In her free time, Lauren is actively involved in a number of charitable causes. She has volunteered with the Girl Guides, the Los Angeles LGBT Centre, and regularly donates her time to political campaigns in and around London.
In her role as conference producer at IR Magazine and Governance Intelligence, Lauren is passionate about providing the best experience to all stakeholders and ensuring all events she produces are of the highest quality.
During our ‘Beat the bot’ workshop, attendees will work together to analyze an earnings call script and anticipate questions from analysts. Afterwards, we’ll compare results with ChatGPT to determine the value AI can bring in help IR teams prepare for their next Q&A.
Please read the following script carefully before the workshop:
Financial Performance Overview:
• Gross Merchandise Volume (GMV): Despite the challenging macroeconomic environment, NetMarket reported an improvement in organic GMV growth each quarter in 2023, with a slight full-year decrease of about 1% in GMV. The focus category GMV grew by nearly 4%, achieving 30% penetration by year-end
• Revenue Growth: NetMarket’s revenue increased organically by 3%, totaling over $10 billion. The growth was primarily fueled by first-party advertising, expansion of financial services offerings, and the introduction of NetMarket International Shipping
• Fourth Quarter Highlights: The fourth quarter saw nearly flat GMV at $18.6 billion, with a revenue increase of 3% to $2.6 billion. The non-GAAP operating margin was reported at 26.7%, and non-GAAP earnings per share (EPS) were $1.07 for the quarter, contributing to a full-year EPS of $4.24
Strategic Achievements and Business Initiatives:
• Technological Advancements: Significant investments were made in generative AI for eCommerce, enhancing both the buyer and seller experience. The company also introduced multi-warehouse shipping optimization and predictive maintenance features in key categories like Motors Parts & Accessories (P&A)
• Organizational Changes: In a move to streamline operations, NetMarket reduced its workforce by approximately 1,000 roles. This restructuring aimed to better align expenses with business growth and accelerate innovation
• Focus Category Strategy: The focus category GMV outpaced other marketplace segments, with particularly strong performance in P&A. Initiatives like the NetMarket Guaranteed Fit program improved buyer trust and retention, contributing to incremental GMV growth
• Authenticity Guarantee Program: Expansion to include loose gemstones and the opening of a new authentication center in Tokyo significantly enhanced marketplace trust. These moves were part of a broader strategy to increase confidence in high-value categories
Market-Specific Strategies and Performance:
• Investments in the German Market: NetMarket adapted its approach to address the unique needs of German consumers, leading to improvements in language, search SEO, shipping, and local pickup experiences. These changes resulted in increased customer satisfaction and GMV growth in a challenging macro environment
• Global Expansion and Localization: Efforts in local market optimizations, such as the introduction of a map-based browsing experience in Germany, have been instrumental in driving user engagement and regional growth
Advertising and Sustainability Efforts:
• Advertising Revenue: The company’s total advertising revenue grew by 20% to $1.4 billion, with first-party ads outperforming the overall volume growth. Innovations like Promoted Listings Advanced and a Top Picks carousel for search contributed to this growth
• Environmental Impact and Recommerce: NetMarket’s focus on recommerce led to nearly $4.9 billion in positive economic impact and significant reductions in carbon emissions and waste. The company remains committed to sustainable practices, sourcing over 90% of its energy consumption for controlled offices and data centers from renewable sources
Financial Outlook for 2024:
• Anticipated GMV Growth: NetMarket expects positive GMV growth by Q3 or Q4 of 2024, with revenue growth projected to surpass GMV growth. This outlook is based on continued investment in focus categories, AI advancements, and improved country-specific experiences
• Strategic Investment and Cost Management: The company plans to maintain a balance between strategic investments and cost efficiencies. Focus will be on expanding margins, driving robust earnings growth, and delivering healthy capital returns to shareholders
Corporate Social Responsibility and Community Engagement:
• Philanthropy and Grants: The NetMarket Foundation’s contributions, including over $19 million in grants in 2023, demonstrate NetMarket’s commitment to supporting historically excluded entrepreneurs and addressing climate change
• Sustainability Milestones: The company’s dedication to enabling more green energy on the U.S. electricity grid and its target to reach 100% renewable energy by 2025 highlight its commitment to environmental stewardship
Closing Remarks and Future Direction:
• The CEO and CFO expressed optimism for 2024, emphasizing NetMarket’s strategic focus on building a more resilient company. Despite global economic challenges, the company is well-positioned for sustainable growth and efficiency, leveraging its AI capabilities and strategic investments. The leadership team remains committed to delivering long-term shareholder value and navigating the dynamic operating environment with agility and foresight
Notified makes it easy for brands to create and share powerful stories with the world. Our suite of world-class, award-winning solutions and our dedicated customer service team are relied upon by more than 10,000 global customers, from growing businesses and public companies to some of the world’s most recognizable brands.
Notified’s solutions help businesses effectively share and amplify their stories to customers, investors, employees, and the media. From press release distribution via GlobeNewswire to earnings calls, IR websites, social listening, media engagement tools, webinars and virtual events, Notified has you covered.
ACCNITE onDemand ushers in a new era of investor relations with its all-encompassing, cloud-based solution, tailored to optimize IR processes. This innovative tool enables IROs and CFOs to gain profound insights and conduct advanced analytics on institutional investor behaviour, utilizing an extensive shareholder database. The platform offers detailed investor profiles, while additionally providing enriched company-specific insights through SRD II-compliant disclosure reports.
Equipped with an AI-powered investor targeting tool, ACCNITE onDemand assists listed companies in effectively identifying and connecting with pertinent investors worldwide. Key features include seamless digital mapping of investor meetings, streamlined corporate access, and a sophisticated feedback process, all designed to foster efficient investor engagement and continuous tracking of investor sentiment.
For more information, please visit www.accnite.com .
For 12 years now, the Association of Bulgarian Investor Relations Directors /ABIRD/ has been actively working to unite the interests and improve the qualification of local Investor Relations Directors – members of the organization, to improve the investment climate in Bulgaria and introduce high standards for presentation of the Bulgarian public companies to investors in the country and abroad.
We unite more than 110 Investor Relations Directors of public companies and other issuers of securities, and in 2016 we opened the doors of ABIRD for all colleagues who disclose information in accordance with the Bulgarian and European legislation, and communicate with institutions such as the Financial Supervision Commission, BSE – Sofia and the Central Depository.
ABIRD is an active participant in the Bulgarian capital market, a basic corrective in terms of amendments to the regulation and implementation of the European legislation. Our activities are focused on enhancing the professional qualification of Investor Relations Directors and all of the other officials engaged with investor communication and communication with the institutions on the capital market with the purpose to improve the best disclosure and transparency practices in the activities of public companies and other issuers of securities. We actively cooperate with all institutions and participants in the Bulgarian capital market.
The Association of Bulgarian Investor Relations Directors is a collective member the National Corporate Governance Commission, the Capital Market Development Council in Bulgaria, the Corporate Social Responsibility Council to the Minister of Labor and Social Policy, the Bulgarian Industrial Capital Association. Together with our national partners we strive to make Bulgaria a more attractive place for investments.
Contacts: +359 2 9882413 and [email protected]
The Danish Investor Relations Society (DIRF) was established by investor relations officers, financial and communications executives in a few Danish companies in 1988. The objective was and still is to promote communication between listed companies and their investors thereby increasing investor interest in Danish shares and company bonds.
DIRF represents some 270 members from approximately 100 companies. Members are primarily listed companies, and the member base represents about 95 per cent of the Danish market cap. However, also not-listed companies, organisations, service providers and consultants working with financial communications are represented, cf. DIRF members list.
The DIRF network seeks to meet its objectives by arranging members’ meetings and conferences dealing with current IR-topics, sessions with academics researching in IR-related areas, trends and new ways of performing the IR-profession, new media developments, new evaluation methods, and once a year the Copenhagen Stock Exchange hosts a network meeting etc. Members’ meetings normally take place 5-6 times a year.
For more information, please visit www.dirf.dk.
IR Club is a well-established investor relations community that allows IR professionals to network with peers from all over the world.
IR Club was formed in 2011, to address the need for an online investor relations community. Since then, it has become an overwhelming success and has around 1,400 members!
The main objectives of IR Club include the promotion of networking, communication, exchange and transfer of knowledge among investor relations professionals – we are particularly interested in the use of social media in investor relations.
IR Club is open to anyone interested in investor relations such as scientists, students and those wishing to make a career change. For the opportunity to mingle with practising IROs at all levels, as well consultants and service providers. Colleagues from the areas of private equity, open-end and closed-end funds, unlisted companies and of course all those who deal with the communication with lenders (creditor relations / fixed income) are welcome, too – we are all one ecosystem.
It takes no time to register as a member and it’s free of charge!
For more information, please visit www.irclub.com
The IR club Schweiz was founded 1992 to promote the interests of the IR profession among Switzerland’s publicly-quoted companies. It is an interactive forum for the exchange of ideas, the discussion of current IR issues and the development of practical solutions.
For more information, please visit www.irclub.ch.
Turkish Investor Relations Society – TUYID, founded in 2009, is designed to foster collaborative ties among investor relations professionals and the constituencies which they serve such as management, shareholders, bondholders, private investors, analysts, employees, government, corporate customers and media, at both the corporate and personal levels, with a view to develop professional know-how, to be a reference center and to elevate Turkish investor relations applications on a par with global standards.
Our mission is to contribute to the promotion of the Turkish markets, provide assistance for Turkish companies to achieve fair market value for their capital market instruments and to support Turkish capital markets to gain depth and resilience.
For more information, please visit www.tuyid.org/en
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 Sébastien Dutrieu or call on +44 77315 33165.
"Quality of panelists and networking opportunity. Particularly loved the "real world" concrete AI examples."
"Highly organized, great speaker, wonderful venue and entertaining hosts"
"I enjoyed the format of it being a more open discussion about what different folks in the industry are doing to address AI. It is such a new phenomenon in terms of its development and it was great to share ideas."
"Very timely and relevant panels with a good cross section."
"Great to connect with peers again and great content."
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