IR Magazine

IR Magazine Think Tank – East Coast
Exclusively for heads of IR

Thursday, April 27, 2023

TD Offices, New York

Our unique format

The IR Magazine Think Tank – East Coast will take place on Thursday, April 27 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® credential can earn up to 4 professional development units (PDUs) per day. IRC-credentialed speakers may also earn PDUs. More information is available at


Investors, analysts and award-winning issuers will share best practices. Roundtable discussions will follow panel discussions.
All times displayed are in Eastern Time (ET)

  • 08:15 AM
    Registration, refreshments and networking

  • 09:00 AM
    Welcome to the IR Magazine Think Tank

    Laurence Taylor, senior conference producer, IR Magazine

  • 09:05 AM
    Recession and recovery: Capital market and macro-economic trends

    We will kick off our day with this view from a market strategist on the macro trends affecting public companies in the US in the coming months and predictions on the path to stability and recovery. The session will set the scene with an update on inflation, interest rates, supply chain issues, energy crisis, politics, and how IR teams can prepare for the next 12 months.

    Chris Krueger, managing director, Washington research group, TD Cowen

  • 09:25 AM
    Fund flows: Changing investor activity and implications for IR teams

    Tom Margadonna, senior director, capital markets intelligence group, Morrow Sodali
    Moderator: Laurence Taylor, senior conference producer, IR Magazine

  • 09:45 AM
    Re-identifying the right investors: Building an innovative and strategic plan for targeting

    The current market is a tricky hybrid of opportunities and unknowns for issuers and investors. The panel discussion is focused on re-identifying the right investors in this new environment, evaluating targeting plans, and using innovative tools and resources to target potential investors.

    The discussion covers best practices around expanding the list of analysts covering your stock, managing the changing sell-side dynamics, effective prospect follow-up, and more to help broaden the shareholder base. We’ll also explore ways to adjust engagement strategies for various cap sizes in a more cautious post-pandemic macro environment.

    Mark Kinarney, vice president of investor relations, Lantheus
    Ryall Stroud, director of capital market strategy, Irwin
    Moderator: Laurence Taylor, senior conference producer, IR Magazine

  • 10:30 AM
    Coffee break

  • 10:45 AM
    Roundtables: Compare company strategies for increasing coverage and targeting

    During these structured roundtables, senior IR professionals at listed companies from various cap sizes will share practical tips that have helped their team improve the effectiveness of their targeting process in the past 12 months.

    We’ll discuss ways to engage with the evolving sell-side differently, direct marketing to the buy-side, and the nuances of blind outreach and cold calling.

  • 11:15 AM
    Cutting through the fog: Getting your digital strategy, messaging and meetings right

    This forward-planning session will discuss simplifying digital messaging and creating impactful investor touchpoints to encourage shareholder confidence. We discuss how you can find the right balance between in-person and virtual engagement and how to tailor your efforts to efficiently and effectively engage investors in all formats.

    In addition, we will explore the role of AI in modernizing the IR toolbox, tips to maximize the use of management’s time, strategies to engage with retail investors and advice on utilizing social media as part of IR strategy.

    Deborah Belevan, vice president of investor relations, Duolingo
    Erik Carlson, COO and CFO, Notified
    Moderator: Laurence Taylor, senior conference producer, IR Magazine

  • 12:00 PM
    Roundtables: Let’s Chat(GPT) – Using AI for IR

    With AI tools such as ChatGPT impacting almost every aspect of an IRO’s role, we look at how you can use it for efficiency and creativity. We explore using AI for competitive analysis, writing up earnings call transcripts, preparing reports, outlining news releases, editing copy, creating images and videos, slide decks, summarizing essential information for social media, and so on.

    With a bit of exercise to see if the audience can spot an AI-generated release versus one by an IRO, we also discuss the extent to which human intervention and supervision are necessary – especially if the information is not publicly available.

  • 12:30 PM

  • 13:30 PM
    Managing up and managing down: Role of IR in strategic priority setting

    The c-suite at public companies has several priorities to ensure they deliver shareholder value on the rocky road to recovery in the coming 12 months. This includes actively engaging in IR activities. What, according to the c-suite, makes for good IR? What percentage of the C-suite’s time should be spent on IR activities across cap sizes? What key factors result in the decision to expand the IR team when resources are limited? How can IR, an essential function in the company, get a seat at the executive table?

    Moderator: Laurence Taylor, senior conference producer, IR Magazine
    Matt Latino, VP of finance and CFO of Americas, Xylem

  • 14:15 PM
    Roundtables: Most value-adding initiatives IROs should strategically prioritize now

    IR professionals must prepare for a post-pandemic dip and recovery from subsequent growth by developing the necessary career skills, securing the right resources and getting a seat at the table.

    We’ll discuss how the IR role has evolved over the last few years as access to capital gets competitive, how IROs can adapt to gaps in the skillset, build a diverse, well-equipped team when budgets are tight, and prepare for the IR function of tomorrow.

  • 14:45 PM
    Overcoming fatigue: What ESG factors are critical to investors in the current market?

    Investors have grown increasingly concerned with ESG metrics recently, expecting a higher quality of disclosures, reporting and communication. Our panel will discuss creating an ESG engagement strategy that effectively communicates risks, opportunities and stability while staying current with upcoming trends and investor expectations.

    Essentially a discussion on how to approach ESG as an IRO, we’ll cover proxy season findings, prioritizing efforts with rating agencies, reporting standards, new regulations, requests around in-depth environmental data, frequency of ESG communications and sorting through the ESG maze of vendors.

  • 15:15 PM
    Roundtables: How peers in your sector are tackling similar issues around ESG

    Keeping on top of ESG alongside existing IR responsibilities can be challenging. We’ll discuss the options for supporting and resourcing the IR team and strategies to deliver a concise ESG story that communicates long-term value creation to investors and wider stakeholders.

  • 15:45 PM
    Q&A with investors and analysts: Get your questions answered!

    Investors and analysts will share their expectations for IR teams in the next 12 months. They will offer insights into what formats of meetings are preferred, how to get the most out of each format, predictions for various sectors, critical ESG issues that help with decision-making and how investors are using AI to screen companies.

    This is an opportunity to engage directly with investors and analysts on post-pandemic recovery plans and get your questions answered!

    Moderator: Laurence Taylor, senior conference producer, IR Magazine
    Anthony Mark Garcia, senior director of investment stewardship, Nuveen Responsible Investing
    Michael McCarthy, head of global research support, Fidelity Management & Research
    Thaddeus Pollock, portfolio manager, Cramer Rosenthal McGlynn
    James Wong, head of corporate access origination, Millennium Management

  • 16:30 PM
    Closing remarks, drinks reception and networking


New speakers announced daily!

What our attendees say

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

Compass Diversified

"Well run, interesting panels"


"This is the event of the year - a must have and not to miss! I never miss this event!"


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

Cambium Networks

"This event is a great balance of content, discussion and networking"


"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"


"A well run event with a relaxed atmosphere conducive to sharing ideas and networking"


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

Avaya Holdings

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 attendees who have joined our think tank in the past:

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

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.



We will be hosting this years event at:

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

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

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

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 Thomas Williams at [email protected] or +44 208 090 2156.

Contact us

Privacy policy

IR Media Group (USA) Inc, the owner of IR Magazine, Corporate Secretary 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.