IR Forum – AI & Technology Europe

Thursday, March 13, 2025

America Square Conference Centre, London

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 IR Forum – AI & Technology Europe will take place on Thursday, March 13 in London and 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 has successfully implemented AI, the forum provides actionable checklists and best practice booklets on how to successfully implement an AI-powered IR strategy in 2025.

New for this year!

Gain hands on experience in a secure, risk free environment

If you’re interested in using AI and innovative technology to alleviate the mundane, repetitive, heavy lifting from your IR tasks, but face budget constraints or limitations on experimenting, this event is perfect for you.

Our distinctive in-person format showcases expert panel discussions followed by interactive hands-on workshops, giving you a safe and secure environment to explore how to use a variety of AI tools and innovative technologies for various IR functions.

By the end of the event, you’ll have a comprehensive understanding of what AI/Tech is available and more importantly how to use it, coupled with a plethora of guidelines to compliment your learning. It will give you the arsenal to build that business case ensuring you can secure the budget to assess, implement and efficiently use the relevant tools available to you.

Agenda: 2025

Click here to view the 2025 agenda as a PDF.

Times are shown in GMT.

 

  • 08:15 AM
    Registration, breakfast and morning networking

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

  • 09:00 AM
    AI and Technology in IR - A year on

    Implementation of artificial intelligence has grown exponentially over the last year and only shows signs of a continued and rapid growth. As the hype from its potential spreads and organizations begin exploring use cases, we take a deep dive into the evolution of this phenomenon.

    • Discover how the automation of routine tasks, such as financial reporting and compliance, has become more sophisticated
    • Consider the crucial role AI is now playing in managing and reporting sustainability metrics, ensuring compliance with new regulations like the EU’s CSRD
    • Evaluate the growing emphasis on the ethical use of AI, focussing on the frameworks being developed to ensure transparency, accountability, and fairness in AI application
    • Learn how AI tools are being used to deepen engagement with shareholders by providing more personalized and timely communication
    • Review how AI-driven predictive analytics are helping IR professionals anticipate market trends and investor behaviour, providing deeper insights into investor sentiment and market conditions.

    Irina Zhurba, director of investor relations and sustainability, Misterspex

  • 09:40 AM
    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 investor relations, AutoNation

  • 10:20 AM
    Navigating the different stages of your AI adoption journey; assessment, implementation and usage

    The transformative capabilities of AI and innovative technologies are becoming more real each day – early understanding and adoption of these technologies is key for IROs to stay current and forge efficient future strategies. This panel will focus on how to ensure all the key issues are considered at each stage of your AI and tech adoption journey.

    • Actionable insights into where to start your due diligence, assess where you can competently leverage AI and prioritize where to use it
    • Develop an implementation strategy considering key success factors such as clear goals, effective communication, and proper resource allocation
    • Assess how to overcome challenges such as resistance to change, lack of expertise, and inadequate training
    • Learn how to foresee and address risks and regulatory concerns by efficiently aligning with your legal, compliance, and security teams
    • Consider best time lines for continual training, upskilling and gathering feedback for continual growth
    • Discuss the best prompts to use to get a relevant and reliable answer.

    Claudia Thome, senior vice president investor relations, Compugroup Medical
    Muge Yucel, director of investor relations & sustainability, Galata Wind

  • 11:00 AM
    Networking break

  • 11:30 AM
    Workshop - The ultimate guide to maximizing use of technology in digital communications

    In this interactive workshop you will discover what a modern, automated digital communications strategy looks like and how to fully integrate it into your IR strategy, to ultimately help your company better attract, engage, and retain their most important stakeholders.

  • 12:10 PM
    Using AI in a secure and accurate way

    Integrating AI into investor relations can offer significant benefits, but it also presents several challenges, particularly around security and accuracy.

    In this panel we will look at how we can carefully balance leveraging AI’s capabilities while ensuring robust data governance, regulatory compliance and maintaining human oversight.

    • Understand how poor data quality or biased data can lead to inaccurate insights and decisions; and review the frameworks available to overcome these challenges
    • Remain compliant in a complex regulatory environment, learn how the AI act, market abuse and data protection regulations will shape your approach to responsible AI usage
    • Assess what measures you can implement to ensure data privacy and protection against cyber threats
    • Evaluate the need for human oversight in validating AI-generated insights.

    Yvonne Harley, director of investor relations and sustainability, NCC Group

  • 12:50 PM
    Lunch

  • 13:50 PM
    Workshop - Leveraging AI and technology to customize earnings call communications for investor insights

    In this hands-on session, you will use AI-powered sentiment and tone analysis tools to analyze earnings presentations scripts and experience how to adapt your language, presentation and feedback based on how investors evaluate your use of language when announcing financial results.

  • 14:30 PM
    Reading the room: What do investors need from IROs?

    Investors are increasingly using AI and Technology for tasks ranging from analysis to portfolio construction. To keep up with the rapid adoption of technology by the buy-side, IROs need to leverage a new wave of AI and technology tools to ensure they remain in sync. This session explores how investors use AI, its impact on IR teams, and how to adapt your IR program accordingly.

    • Learn how the buy-side uses AI and innovative tech to help make investment decisions, evaluate ESG performance and impact trading
    • Gain practical advice on the information investors want from IROs, in what form and through which channels
    • Consider the data investors use to identify a portfolio that fits their specific needs, including their risk tolerance and time horizon
    • Hear actionable insights on optimizing your communications and disclosure strategies
    • The rise of the robo-advisor – help, hinderance or the future?

    Ross Hawley, head of investor relations, ZIGUP

  • 15:10 PM
    Workshop - Embracing AI for enhanced investor targeting

    In the dynamic financial landscape, investor relations professionals are always on the lookout for novel methods to connect with the most suitable investors. The emergence of AI has introduced groundbreaking possibilities in investor targeting, providing advanced yet accessible solutions.

    This workshop will demonstrate that integrating AI technologies into your outreach strategies can lead to higher engagement levels, increased funding, improved efficiency and improved outcomes.

  • 15:40 PM
    Networking break

  • 16:10 PM
    Workshop – Discover how your peers are effectively using free and easily accessible AI/Tech

    In this hands-on interactive workshop, we will showcase how everyday AI tools can be applied in an investor relations context, to make IR activities more efficient. Some of the tools we will explore include:

    • Gemini
    • ChatGPT
  • 16:40 PM
    What next for AI in 2025: Challenges and opportunities

    AI and innovative technology are no longer just futuristic concepts. These advancements will help IR professionals stay ahead of the curve, making their work more efficient and impactful. Additionally, as AI helps technology developers build out their capabilities, the rate development will increase rapidly, so it has never been more important to evaluate your needs and solutions. For this reason, IROs need to fully understand its future capabilities and wholeheartedly embrace them.

    Here we explore what’s next for AI, why it matters, and how it will continue to impact the role of an IRO.

    • Debate the effect geopolitics will have on regulations, and data privacy
    • Discuss how security can keep pace with the rapid progress of AI development
    • Examine the need for upskilling workforces. Focussing on identifying new skills and implementing the required training — for example, prompt engineering, AI ethics, and AI literacy
    • Discuss how IR teams can maximize the benefits of their efficiency savings.
  • 17:10 PM
    Closing remarks and networking drinks

  • 18:00 PM
    End of drinks reception

Speakers: 2025

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


Who attends our events

Our attendees are leading IR practitioners with an established track record and strategic IR role within their company.

Below is a sample list of our past attendees:

Job title Company Job title Company
Associate Carlyle Head, sustainability B2 Impact
CFO Hexagon Composites ASA Investor planning assistant Unilever
Communications manager Paragon Bank IR analyst Deutsche Rohstoff
Corporate development director Pollen Street Capital IR analyst Scancom (MTN)
Deputy, head of IR Halma IR and strategy Workspace
Director, communications Oxford Nanopore Technologies IR lead Foresight Solar
Director, IR Fevertree Drinks IR manager Bekaert
Director, IR GSK IR Manager Severn Trent
Director, IR YouGov IR officer Rezil
ESG IR manager ArcelorMittal IR operations director GSK
Financial communication manager Airbus IR, senior manager Schneider Electric
Group head of IR BAT Manager, IR Sanoma Corporation
Head of IR Afentra Senior IR manager BAT
Head of IR Close Brothers Group Senior IR manager BP
Head of IR Subsea7 Senior IR manager Foresight Group
Head of IR, M&A, ventures Aperam Senior M&A and IR analyst Solid State
Head, investor desk British International Investment VP, IR BP

 

Request full attendee list

Become a partner

Why partner with us? The IR Forum – AI & Technology Europe 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 IR Forum – AI & Technology Europe. Get in touch with Henry Wright or call on +44 20 8004 5337.

Venue

America Square Conference Centre
One America Square
17 Crosswall
London EC3N 2LB

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

Accommodation
We have arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.

What our attendees say

"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

Partners

Book your place

Click below to book your ticket. We have 9 tickets left at our first release rate, before prices will automatically increase.

IMPORTANT: The corporate rate is reserved for in-house IR and communication professionals, employed directly by a corporation listed on a public stock exchange ONLY. All other bookers should select the non-corporate rate.

All prices are subject to 20% VAT. Prices shown below are exclusive of VAT.

To protect customers from fraud, your card provider may require you to complete further authentication checks which might include authentication using the mobile banking app, one-time passcode via text, one-time passcode using a card reader, one-time passcode via a landline or one-time passcode via email.

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

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