IR Magazine

IR Magazine Forum – Small Cap
Emerging stronger from the pandemic & maximizing visibility

Thursday, September 23, 2021

Virtual event: Live 10.30 am - 4.30 pm ET

About the forum

The IR Magazine Forum – Small Cap 2021 is designed specifically to help small and micro-cap issuers establish the best possible IR program as the economy recovers.

It is a best practice event which focuses on effective shareholder communications attended by CEOs, CFOs and IROs from small and micro-cap companies spanning multiple industries. This one-day virtual forum focuses on the unique issues affecting small cap companies.

Hear from small-cap investors and issuers on the new approach to maximizing visibility, how to overcome budgetary constraints for ESG and targeting, and the industry consensus on in-person meetings over the coming months.


Due to current restrictions, the event will take place as a virtual experience using our bespoke, cutting-edge technology.

Our virtual event platform closely replicates attending in-person by facilitating interaction with speakers, one-to-one networking with fellow IR professionals, and group roundtable discussions. Going virtual helps you connect with a wider network from the comfort of your desk.


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


  • 00:30 AM
    Meet the attendees: Networking

    Take some time to meet other attendees via a quick, 1-1 video chat. You have five minutes to introduce yourself and share contact details before you’re on to meeting the next person!

  • 10:55 AM
    Welcome to the IR Magazine Forum - Small Cap 2021

    Opening remarks from the chair.

  • 11:00 AM
    Future outlooks for small and micro-cap stocks

    As the economy recovers across North America, small-cap sensitivity to economic change offers the potential for positive growth in the coming months.  To keep your finger on the pulse of capital markets trends to be aware of and investor sentiment for small-cap companies, attendees in this session can:

    • Hear economic updates on the implications of inflation and interest rates.
    • Discuss what the most important emerging trends are within the investment community, and where to focus your attention as a small-cap.
    • Hear perceptions and perspectives on global small-cap stocks beyond 2021.
  • 11:30 AM
    A buy-side & issuer perspective on IR engagement trends post-2021

    As the end of the year promises a partial move back to in-person meetings and conferences, small-caps need a sense of what other companies are planning for in the mid-long term, and what investors are expecting. To help small-caps understand how the IR function can best operate going forward, this session will give insights on:

    • The industry consensus on splitting the engagement calendar into virtual vs in-person interactions.
    • Buy-side and corporate access expectations for engagement with IR and senior stakeholders within the company.
    • How to set expectations for future interactions with stakeholders and continue to measure the success of your approach.
  • 12:45 PM
    Streamed sessions

    • STREAM ONE: What does the future hold for small-cap investor days?
      As large events in the small-cap diary serve as a critical function for building relationships with stakeholders, it’s important to ensure you are organizing the most effective event calendar. How do you ensure maximum engagement if running a virtual/hybrid event? How do you set realistic expectations and performance management programs? If the event is in person, how do you account for international investors who are not receptive to travel? This session will share ideas on how to organize the most impactful large events after travel restrictions are lifted.
  • 12:45 PM
    Streamed sessions

    • STREAM TWO: Manage your language and tone data to better tell your story
      In this session, attendees will hear examples of different ways the investment community are currently analyzing issuer data on language, tone and sentiment. We will discuss how small-cap IR can react, how to start managing your public data, and what to pay attention during public meetings and earnings calls.
  • 13:15 PM
    Meet the attendees: Networking

    Take some time to meet other attendees via a quick, 1-1 video chat. You have five minutes to introduce yourself and share contact details before you’re on to meeting the next person!

  • 13:30 PM
    Overcoming the small-cap ESG challenge

    As the number of ESG funds grow and higher inside ownership leads to more scrutiny, smaller companies are coming increasingly under the spotlight. This session will bring together cross-industry, issuer and buy-side perspectives on how to keep up with the required KPIs for ESG. Attendees can hear:

    • Which areas of small-cap ESG are important for the investment community.
    • How IROs can interact with internal teams to create the most streamlined small-cap ESG program, and where IR should sit within this process.
    • How to avoid missing the boat on key ESG factors and ensure sufficient ESG data which tells the complete company story.
  • 14:15 PM
    Meet the attendees: Networking

    Take some time to meet other attendees via a quick, 1-1 video chat. You have five minutes to introduce yourself and share contact details before you’re on to meeting the next person!

  • 14:30 PM
    Streamed sessions part 2

    • STREAM TWO: Making your mark as an IRO and maximizing your role  

    This session will give attendees key takeaways on strategies for career maximization of the investor relations role. We will delve into the IR strategy for small-cap IROs over the next few years, how senior management is currently viewing IR, and how an IR professional can make the most out of their role after economic recovery.

  • 14:30 PM
    Streamed sessions part 2

    • STREAM ONE: The art of storytelling: Strengthening your message to attract international investment
      With global capital markets becoming more connected, small-caps can benefit from improving communications with a wider pool of investors. This session will delve into the best tools and strategies small-cap IR can use to increase interest from international investors, and how to best tell your company story to a range of potential investors.
  • 15:15 PM
    Stepping up to strengthen your marketing position: How to engage with analysts and generate visibility

    As evolutions in the sell-side ecosystem continue to change the ways small-cap IROs get visibility from investors, are there new ways of re-thinking your marketing strategy? To offset the reduction in covering analysts of small cap stocks, attendees in this session can:

    • Learn new tools, routes and tactics to get access to covering analysts and improve visibility.
    • Learn about key developments on the sell-side research squeeze and the implications for small-cap IR as a whole.
    • Understand what alternatives exist to traditional routes of seeking covering analysts – how are IROs improving success by direct marketing?

Previous speakers

To inquire about speaking at the forum, please contact [email protected] or call +44 20 3865 8103

What our virtual attendees say

"This was by far the most insightful IR event I’ve seen in my 14 years. "


"Easy participation. Visibility and up-voting of questions."

GCs Counsel

"I was impressed by how seamless the virtual format was.


"Hopin was a great platform - the 4 speakers in view really made it seem like they were sitting on a stage."


"The discussion on research options was great"


"The Forum was truly focused on small cap and micro cap, which is hard to find elsewhere. All the attendees including the speakers, panelists and audience are navigating same challenges and excitements, therefore even the sideway chat was very open and helpful. "

Alpha and Omega Semiconductor

"The networking was great, as were the speakers. IR Magazine is savvy to shine light on what is usually an overlooked sector in small caps. "

Prosek Partners

"The event was very well organized, and incorporated a cross-section of experts that spoke to various aspects of IR."

The Equity Group

"You did a great job in a tough situation making it fun and engaging. Really wonderful work and congrats to you all."


"I was tremendously impressed with the content and also the seamless Hopin platform! Kudos to you and the IR team for pioneering these fantastic virtual events!"


Who attends our virtual events

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

Below is a sample of some of our past virtual attendees:

Job title Company Job title Company
Analyst, corporate financial RPT Realty Executive assistant Kadmon
CCO HBC Investor relations Safehold
CEO Q BioMed Investor relations Safehold
CEO Verb Technology Manager of strategy, corp. development and investor relations EnPro Industries
CFO Smith-Midland Corporation Manager, international small cap portfolio The Royce Funds
CFO Phunware Manager, investor relations Safehold
Co-founder, president Intro-Blue Senior director, investor relations Veeco Instruments
Director, financial reporting Bel Fuse Sr. manager – IR & financial communications Garrett Motion
Director, investor relations Criteo SVP, investor relations & marketing Safehold
Director, investor relations NAPCO Security Technologies SVP, investor relations & treasurer Titan International
Director, investor relations & corporate communications Anterix Vice president of finance Bel Fuse
Director, investor relations & corporate communications Kadmon VP, investor relations Iridium Communications
Director, IR Constellium VP, investor relations Telaria
Director, IR Nanobiotix VP, treasurer Glatfelter


Request full past attendee list

Become a partner

Why partner with us?

The IR Magazine Forum – Small Cap 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 improve their IR practice. Through our unrivalled knowledge of the subject matter and commitment to in-depth agenda research, our events are guaranteed to attract a qualified audience.

The unique buzz we create at our virtual events – a far cry from a webinar – makes them multi-faceted and highly interactive with great engagement in particular from heads of IR. This allows our partners to have meaningful conversations with corporates who are deciding which parts of their IR program to invest in, which service providers to engage and 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 to the IR community.

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 Forum – Small Cap. Get in touch with Ian Richman or call on +1 212 430 6865.

In the last 12 months, IR Magazine’s virtual events have attracted the highest, most diverse and senior attendees and experts in investor relations


Book your place

The super early bird rate expires on August 13, 2021. 

After this date the price will increase to the early bird rate of $95. The standard price booking price is $145.

If you have any questions, please contact Chloë Rutter at [email protected] or +44 20 3002 0396.


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