IR Magazine

IR Magazine Think Tank – East Coast
Exclusively for in-house IRO's

Thursday, May 23, 2024

TD Offices, New York

Our unique format

The IR Magazine Think Tank – East Coast will take place on Thursday, May 23 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.

Agenda: 2024

Click here to see the 2024 agenda as a PDF

All times displayed are in Eastern Time (ET)

  • 08:00 AM
    Registration, refreshments and networking

  • 09:25 AM
    Welcome to the IR Magazine Think Tank

    Steven Wade, head of content, IR Magazine

  • 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

  • 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: Lauren McDonald, conference producer, IR Magazine

  • 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

  • 12:15 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

  • 12:45 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

  • 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

  • 15:45 PM
    Closing remarks, summary and action points

    Moderator: Lauren McDonald, conference producer, IR Magazine

  • 16:00 PM
    Drinks reception and networking

  • 17:00 PM
    End of event

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
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

 

Request full attendee list

What our attendees say

"Great mix of panels and small roundtables. Also some practical takeaways"

aTyr Pharma

"Very organized and structured. Well produced"

ONEOK

"Great topics and panelists. Size was perfect to facilitate discussion"

PENN Entertainment

"I liked the topics and the layout between listening to speakers, which led to the roundtable discussions"

Compass Diversified

"A great use of my time in terms of staying current with trends in IR and an exceptional networking event"

Cambium Networks

"Content was right on the mark and appreciate the opportunity to attend. Perfect amount of time, excellent content and speakers and the location was great"

Avaya Holdings

"Great event for networking and best practices"

Zendesk

"Always tough to get out of the office for a day of training but this event is well worth it!"

Avaya Holdings

Venue

We will be hosting this years event at:

TD Offices
20th floor, 1 Vanderbilt Avenue
New York, NY 10017

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

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

Become a partner

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:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with this leading event
  • New business opportunities through higher-brand presence among current and potential clients

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.

Partners

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Make a day of it: Join our forum

Taking place on the afternoon of the Think Tank, the IR Magazine Forum – Women in IR is back again by popular demand! The event is part of our global initiative to create a level playing field for excellence in the IR community.

Join us at the forum to hear from CFOs at public companies on expectations from IR and set DE&I goals for the IR community and learn from successful heads of IR about the various paths into IR, bridging the skills and pay gap.

You will be able to join mentoring sessions to receive tailored guidance on critical aspects of career progression and negotiation and have one-on-one meetings with fellow IR professionals to build your network. Visit our forum website to view details around what we will discuss and to book your seat.

 

Visit our forum website

Request an invite

This event is exclusively for senior corporate, in-house IR professionals. To register for this year’s event, please fill in the form below and if you are eligible, we will send you a confirmation along with detailed event information.

If you have any questions please contact Anna Murphy at [email protected] or +44 20 8004 5340.

Contact us

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IR Media Group (USA) Inc, the owner of IR Magazine, Governance Intelligence and IRspace, respect the privacy of every person who visits, registers with or subscribes to our websites and online publications, and is committed to ensuring a safe online experience. This privacy statement applies to all IR Media Group’s websites as listed under the heading ‘Sites’ and outlines the information IR Media Group may collect and how we may use that information. It also explains what we do with information about you when you register to attend one of our events.
To view our privacy policy in full, please click here.