IR Magazine Forum – AI for IR

Thursday, March 7, 2024

Leonardo Royal Hotel London City

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 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!

Agenda

Click here to view the 2024 agenda as a PDF

  • 08:30 AM
    Registration, breakfast and morning networking

  • 08:55 AM
    Welcome to IR Magazine Forum – AI for IR

  • 09:00 AM
    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.

      • Get the basics right: Defining AI in the IR context 
      • Discover the key applications of AI currently in use by IR teams 
      • Understand the key factors that make an effective company-wide AI policy, and what makes an AI for IR policy different  
      • Looking ahead: Discuss where AI could add the most value to IR as technologies evolve 

    Moderator: Laurie Havelock, editor-at-large, IR Magazine
    Erik Carlson, COO & CFO, Notified
    Nick Stone, head of investor relations, GSK

  • 09:45 AM
    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. 

    • Hear an overview of the main AI skills gaps and common misunderstandings for IROs 
    • Develop strategies and solutions to improve AI literacy & upskill yourself and your team 
    • Understand evolving IR skills needs in an AI-driven world 
    • Learn how to seamlessly integrate AI tools into existing IR workflows and processes 
    • Make the most of AI tools: Responsible use, prompt engineering and the role of a trusted ‘AI whisperer’

    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

  • 10:30 AM
    Networking break

  • 11:00 AM
    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.  

    • First steps: Identify low-risk applications of AI to drive efficiency in shareholder communications 
    • Discover use-cases of AI in shareholder communications: Social media posts, drafting releases, and other applications 
    • Discuss the limitations, data privacy and security risks around using AI to generate materials 
    • The future of shareholder engagement: How to use AI to craft more engaging content  

    Moderator: Laurence Taylor, senior conference producer, IR Magazine
    Greg Secord, vice president, investor relations, OpenText

  • 11:30 AM
    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. 

    • Learn which AI tools IR teams are using to locate compatible investors 
    • Discover how best to use AI to analyze market trends and gain insight into investor behaviour 
    • Address the accuracy, transparency and confidentiality concerns associated with AI targeting 
    • Discuss how AI can fine-tune your outreach to a range of 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

  • 12:20 PM
    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.

  • 12:30 PM
    Lunch

  • 13:30 PM
    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. 

    • Learn how investors are using AI tools and using AI to inform their investment decisions  
    • Discuss the implications of an AI-driven capital markets ecosystem on investor relations 
    • Get ahead of the trend and ensure your investor communications are AI-friendly

    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

  • 14:15 PM
    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

  • 15:00 PM
    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. 

    • Understand the role AI can play in helping to understand and comply with the CSRD 
    • Automate emissions gathering, sentiment analysis and benchmarking processes  
    • Leverage AI for sustainability reports and effective year-round ESG communications

    Moderator: Laurence Taylor, senior conference producer, IR Magazine
    Alex Annaev, independent expert

  • 15:30 PM
    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: 

    • Balancing AI with human expertise 
    • Staying compliant with evolving AI regulations 
    • Managing conflicting stakeholder pressures around AI 
    • Measuring success: Metrics and KPIs 
  • 16:15 PM
    Closing remarks and networking drinks

Speakers

To inquire about speaking opportunities, contact [email protected] or +44 7763 851 425


Beat the bot: Earnings call transcript

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

Partners

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 Sébastien Dutrieu or call on +44 77315 33165.

What attendees say about our events

"Quality of panelists and networking opportunity. Particularly loved the "real world" concrete AI examples."

Workday

"Highly organized, great speaker, wonderful venue and entertaining hosts"

Anonymous

"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."

Anonymous

"Very timely and relevant panels with a good cross section."

Anonymous

"Great to connect with peers again and great content."

Sempra

Venue

Leonardo Royal Hotel London City
8-14 Cooper’s Row
London
EC3N 2BQ

For transport options and directions to the venue, please click here.

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

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If you have any questions, please contact Thomas Williams at [email protected] or +44 208 090 2156

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