IR Magazine Forum – AI for IR

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 were 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 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 had successfully implemented AI, the forum provided actionable checklists and best practice booklets on how to successfully implement an AI-powered IR strategy in 2024.

Agenda

Click here to view the 2024 agenda as a PDF.

Times are shown in GMT.

 

  • 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 summary 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 summary 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 7804 740 172

Attendees

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 joined us at the event:

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

 

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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 for IR Forum. Get in touch with Sébastien Dutrieu or call on +44 77315 33165.

Inquire about partnership

Partners

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."

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