Venue to be announced, New York
The IR Magazine Think Tank – East Coast will take place on Wednesday, March 26 in New York and is an invitation-only event exclusively for senior IR officers. Our thinks tanks are free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s IROs.
What makes our format so unique?
Our think tanks are far removed from the traditional conference set-up as the event consists of a series of panel sessions followed by roundtable discussions on select IR issues. These interactive sessions are an opportunity to share experiences with and learn from other top-rated IROs. All table discussions are confidential and none of the participants’ comments are attributed. This allows attendees to talk freely and have frank, open discussions.
How do our roundtable discussions work?
Industry experts, top-rated IROs and members of the investment community set the agenda on a panel discussion by sharing their thoughts on session topics.
Small round tables of IROs discuss these issues face to face.
Each table gives feedback from its own discussion and shares ideas with the group as a whole.
Holders of the NIRI IRC® certification can earn up to 4 professional development units (PDUs) per day. IRC-certified speakers may also earn PDUs. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.
The 2025 agenda will be announced soon. In the meantime, explore the 2024 agenda to get a sense of what’s in store.
Click here to see the 2024 agenda as a PDF.
Times are shown in ET (Eastern Time).
08:30 AM
Registration, refreshments and networking
09:20 AM
Welcome to the IR Magazine Think Tank
Steven Wade, head of content, IR Magazine
09:25 AM
Opening remarks
Jana Zinn, head of corporate access, TD Cowen, a division of TD Securities
09:30 AM
IR in uncertain economic and political times
An estimated 49% of the global population will be heading to the voting booths in 2024, international conflict and geopolitical tensions are impacting markets and businesses, and the global economy remains uncertain.
These global events impact businesses, their operations, and domestic and international investors.
Although IR can’t alter the external environment, in our opening session we explore how teams can respond to investor concerns around country, sector, or company risks and how to adapt to changes in investment flows.
Moderator: Steven Wade, head of content, IR Magazine
Amritha Kasturirangan, vice president, portfolio manager and research analyst, Franklin
Templeton
Aimee Remey, vice president US, investor relations, Entain
10:00 AM
Artificial intelligence: Real-life use cases for IR
Go beyond the theoretical in this IR-specific and enlightening session around using artificial intelligence as part of your investor relations program.
As corporations adopt more sophisticated, enterprise-level AI tools, and confidence grows around their ability to enhance efficiency in activities, we look at some real-life examples of how IR teams utilize this powerful technology to add value to their IR program.
Moderator: Steven Wade, head of content, IR Magazine
Arin Grossbard, senior director of strategy, Notified
Matt Humphries, vice president, investor relations & global corporate communications, Blackline
10:30 AM
Roundtables: How IR can adapt to emerging threats and opportunities
11:15 AM
Coffee break
11:45 AM
Earnings calls: Preparing management and analysts
Earnings calls are a time when IR is thrust into the spotlight, and any mistakes are magnified in the eyes of management and the investment community. A great deal of attention to detail and forward planning is required to prepare management teams and manage expectations with analysts.
However, with economic uncertainty and wider spreads in consensus, it can become more difficult to predict how analyst expectations, questions and reactions to your results. This in turn makes it increasingly difficult to prepare management teams for the earnings call.
This session will examine some nuances to expect in the next earnings season, and how best to manage consensus and prepare management teams in the lead up to your announcement.
Moderator: Lauren McDonald, conference producer, IR Magazine
Ally DeVoe, senior manager, investor relations, Boston Scientific Corporation
Mark Loehr, CEO, OpenExchange
Keri Mattox, senior vice president, chief communications and administration officer, Zimmer Biomet
Giuseppe Montefinese, manager, contributor relations – U.S., Visible Alpha, now a part of S&P Global
12:25 PM
Maximizing your time with management: New approaches to roadshow planning and corporate access
Investor engagement has significantly changed over recent years due to trends related to hybrid working, business travel and event attendance. It is now more challenging to fill roadshow schedules and enhance management’s time on the road.
This session discusses creative ways IR teams can adapt to a changing corporate access environment and facilitate quality in-person investor engagement.
Moderator: Steven Wade, head of content, IR Magazine
Meg Dodge, vice president, investor relations and corporate communications, Rocket Pharma
Pravesh Khandelwal, vice president, head of investor relations, Embecta
Jana Zinn, head of corporate access, TD Cowen, a division of TD Securities
12:55 PM
Roundtables: Improving investor engagement
13:30 PM
Lunch
14:30 PM
Scope 3, or not scope 3? What is happening with ESG reporting requirements
The global ESG regulatory landscape is constantly evolving, and regulations are becoming increasingly more complex and varied in their requirements.
The SEC Climate Disclosure Rule and Californian Climate Corporate Data Accountability Act will impact most US listed companies, and many North American corporations will be scoped into the European Commission’s Corporate Sustainability Reporting Directive. This means that companies need to understand the data collection and disclosure requirements they are subject to, carry out a gap analysis and revamp their ESG story.
In this session, we analyze the global climate disclosure landscape, discuss the timeline and intricacies of the rules, approach to materiality, scope 3 reporting and assurance demands and together we share examples of how companies can adapt to evolving expectations of companies and their ESG disclosures.
Moderator: Lauren McDonald, conference producer, IR Magazine
Prabh Banga, vice president of sustainability, Aecon Group
Shira Goldmann, senior manager, ESG, Verizon
15:00 PM
Q&A with investors and analysts: Get your questions answered!
In our final session, we ask the buyside to share their perspectives on the investment outlook, priorities for management teams and how investor relations activities can improve.
In a much-loved format, the audience are invited to ask questions directly to investment analysts and portfolio managers to get constructive feedback and insight from one of IR’s key stakeholders.
Moderator: Steven Wade, Head of content, IR Magazine
Rupal Bhansali, CEO, CIO and portfolio manager of international & global equity strategies, Double Duty Money Management
Ellen Carr, principal and high yield bond portfolio manager, Barksdale Investment Management
Thaddeus Pollock, executive vice president, head of value equity, head of sustainable investing, Mutual of America Capital Management
15:45 PM
Closing remarks, summary and action points
Moderator: Lauren McDonald, conference producer, IR Magazine
16:00 PM
Drinks reception and networking
16:45 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 our past attendees:
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 |
Why partner with us?
Our events provide a unique opportunity to get in front of some of the most influential people in the IR community globally. As a partner, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with industry excellence and network with key decision makers from across the region.
Being a partner will provide:
We’d love to have a chat with you about how you can get in front of a truly engaged and motivated audience at the IR Magazine Think Tank – East Coast. Get in touch with Ian Richman or call on +1 212 430 6865.
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This event is exclusively for senior corporate, in-house IR professionals. To request an invite for this event, please fill in the form below and if you are eligible, we will send you a confirmation email along with detailed event information.
If you have any questions please contact Thomas Williams at [email protected] or +44 208 090 2156.
For partnership inquiries
+1 212 430 6865
For agenda-related queries
+44 798 488 2467
For all other inquiries
+44 208 090 2156