IR Magazine

IR Magazine Awards – US
Celebrating IR Excellence

Wednesday, March 27, 2024

Cipriani 25 Broadway, New York

About the awards

The IR Magazine Awards – US 2024 will take place on Wednesday, March 27 in New York. This very special event honors excellence in the investor relations profession across the US.

Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys that fuel the awards. The result: vital benchmarking information on which companies do the best IR. In recent years, the awards program has expanded to recognize more aspects of an IRO’s role as we add new categories to the list and give IR teams the opportunity to nominate themselves.

By popular demand, we present two types of award categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across the US.

For our researched categories, companies do not submit nominations. Instead, hundreds of analysts and investors cast their votes and give their opinions on which companies provide the best IR service. In our nominated categories, companies submit written entries to articulate their success and achievements from the past year, giving any publicly listed company the opportunity to be considered for an award.

 

Awards-by-nomination      Awards-by-research

Timings

All times displayed are in Eastern Time (ET)
Please note: timings are subject to change

IR Magazine Awards Hall of Fame

Past winners of our coveted IR Magazine Awards are invited to be inducted into the IR Magazine Hall of Fame. This is an exclusive alum organization reserved only for individual winners of our awards including the categories – Best IR Professional across all cap sizes and Lifetime Achievement award winners.

We wanted to provide a platform that offers ongoing recognition for this monumental achievement and an opportunity for our award winners to help shape the future of excellence in the IR community.


View the full list of honorees here

Awards by nomination

For our awards-by-nomination categories, individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial team members.

Winners announced!

View the full list of 2024 nominees and winners by clicking here.

If you have any questions, please contact [email protected] or call +44 (0)20 8004 5339.

Best crisis management

Best crisis management

Have you recently dealt with an unexpected event threatening your company's business or reputation? Tell us about your ‘crisis ready’ plan, the strategy you implemented when the storm hit, and how the IR team’s actions successfully protected or restored shareholder value.

Nominees

  • JPMorgan Chase & Co

  • Microsoft

  • Samsara


Sponsored by

Best ESG reporting (large cap)

Best ESG reporting (large cap)

Companies face growing demands to inform investors about the risk and opportunities - they face from a range of ESG issues. Describe how your company was able to meet the demands of shareholders looking for substance in ESG reporting?

Nominees

  • Dick's Sporting Goods

  • Hilton Worldwide Holdings

  • JPMorgan Chase & Co

  • Nasdaq

  • Sempra

  • The Coca-Cola Company


Sponsored by

Best ESG reporting (small to mid-cap)

Best ESG reporting (small to mid-cap)

Companies face growing demands to inform investors about the risk and opportunities - they face from a range of ESG issues. Describe how your company was able to meet the demands of shareholders looking for substance in ESG reporting?

Nominees

  • Chesapeake Energy Corporation

  • Diversified Energy Company

  • First Advantage

  • ITT

  • Matador Resources Company

  • Zurn Elkay Water Solutions

Best innovation in shareholder communications

Best innovation in shareholder communications

In this catch-all category, judges are looking for IR teams who have had to think out of the box in the past 12-18 months to update their shareholder communications campaign and keep up with the evolving needs and wants of the investor community. We’re looking for that tiny little spark of innovation that sets your company apart!

Nominees

  • Affirm Holdings

  • EnerSys

  • Polaris

  • Starbucks Corporation

  • State Street Corporation

  • Udemy


Sponsored by

Best investor event (large cap)

Best investor event (large cap)

Did you hold a capital markets day, site visit or other investor event that made your company stand out from the crowd? Tell us how you came up with an original initiative, the way you managed its organization, and how your audience’s expectations were met; audience feedback is also welcome. Both virtual and in-person events can be considered for this award.

Nominees

  • Fiserv

  • Ford Motor Company

  • Moody's

  • Prologis

  • Starbucks Corporation


Sponsored by

Best investor event (small to mid-cap)

Best investor event (small to mid-cap)

Did you hold a capital markets day, site visit or other investor event that made your company stand out from the crowd? Tell us how you came up with an original initiative, the way you managed its organization, and how your audience’s expectations were met; audience feedback is also welcome. Both virtual and in-person events can be considered for this award.

Nominees

  • Clean Harbors

  • Core & Main

  • Lear Corporation

  • Masonite International Corporation

  • Sensata Technologies


Sponsored by

Best investor targeting strategy *New for 2024*

Best investor targeting strategy *New for 2024*

Have you gone above and beyond to reach new investors and tell your company story? Have you recently changed your targeting strategy to reach new prospects, adapt to adversarial circumstances, or get a better return from your investor engagements? We want to hear from you. Our judges will look for innovative use of data and analysis to optimize your marketing schedule and provide better returns on your IR department and management's time on the road and at conferences.

Nominees

  • Legend Biotech

  • Medtronic

  • Rallybio

  • Samsara

  • ZoomInfo Technologies


Sponsored by

Best IR during a corporate transaction

Best IR during a corporate transaction

How did your IR team go above and beyond to support a recent corporate transaction? Let us know the details. We’ll be looking at the IR team’s involvement in crafting/releasing the messaging for the financial markets and how it organized outreach and dialogue to gain approval from key shareholders.

Nominees

  • Brookfield Asset Management

  • Johnson & Johnson

  • JPMorgan Chase & Co

  • Kyndryl

  • Revvity


Sponsored by

Best IR website

Best IR website

The IR website is the first point of contact for an IRO’s audience. We want to hear from companies that have developed a best-in-class website displaying top-notch customer experience, engaging content that meets analysts’ and investors’ needs, and multiplatform access.

Nominees

  • ITT

  • Revvity

  • SAP

  • Valmont Industries

  • Zscaler

Best use of social media and video

Best use of social media and video

Have your IR teams increased visibility and engagement digitally through the use of different communication channels? Describe the innovative ways you have incorporated video, audio, infographics or webcasts into your IR program. Judges will be looking for evidence of the quality of output, use of creativity and heightened investor and analyst engagement via these channels.

Nominees

  • Alumni Ventures

  • Evolus

  • General Electric

  • Moody's

  • Udemy


Sponsored by

Best use of technology including AI *New for 2024*

Best use of technology including AI *New for 2024*

Have you harnessed cutting-edge technology like AI to enhance your IR efforts? In this new category, we want to hear about how you have used tools to overcome IR challenges, create efficiencies, enhance intelligence or improve the quality of your IR activities. Judges want to hear about the tools you have used in your IR efforts, how you used them and the measures implemented to ensure safe and responsible use of technology.

Nominees

  • Ciena Corporation

  • HP

  • JPMorgan Chase & Co

  • Moody's


Sponsored by

Rising star

Rising star

This award seeks to honor individuals who bring fresh thinking and a unique approach to the profession. This category is open to anyone who has been working in IR for less than 10 years and has less than 15 years of professional experience. *Dylan Wolfinger left Alteryx in January 2024 and is now IR manager at Intapp

Nominees

  • Alteryx

    Dylan Wolfinger*

  • AvePoint

    Jamie Arestia

  • Boston Scientific

    Allysa DeVoe

  • EnLink Midstream

    Brian Brungardt

  • Sempra

    Jenell McKay

The awards-by-nomination categories differ from our traditional researched awards, as individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial team members.

The judging process consists of three simple phases:

Phase one: Once the entry deadline has passed, the IR Magazine editorial team reviews all submissions and produces the short list

Phase two: The short-listed entries are shared with an independent judging panel made up of industry experts. The judges review each short-listed entry and select their top two picks per category

Phase three: The judges come together to discuss, debate and select the final list of winners who will go on to win an award

The judges’ votes are not made public, but their comments may be published in articles or reports after the event. Judges are not required to make comments against every submission.

Meet the judges

We are delighted to announce our judging panel for the 2024 awards! Click on each photo below to find out more.


What our attendees say

"I thought the setup for the event was done very well. The MC handled the crowd and pacing nicely"

Hilton

"Great networking opportunities as a young professional in this field, great bonding opportunity for my company, engaging awards ceremony, good food & entertainment"

Corbin Advisors

"Food and drinks were great, live music and award show was fun!"

Brookfield

"The band, the singers, and the DJ were great. They brought a lot of energy and got everyone in a celebratory mood"

Q4

"The evening was truly a celebration. The winners and contestants showed deep pride and excitement to have won or be nominated. Great energy and camaraderie."

Broadridge

"You and your team did a great job with the event. Everyone had a fabulous time. It felt wonderful to celebrate in person!"

Anonymous

"We liked everything. The location, the food, the people, networking, and the chance to congratulate some of our clients that were winners at the event."

Investis Digital

Awards by research

Our awards-by-research nominees are determined by the input of hundreds of analysts and portfolio managers, who give their opinions on which companies provide them with the best IR service in the US. Every year we invite any publicly listed company to submit their list of buy and sell-side analysts and portfolio managers, so that they have the opportunity to vote via our survey.

Winners announced!

View the full list of 2024 nominees and winners by clicking here.

If you have any questions on this process or wish to access our data sharing agreement, please visit our Frequently Asked Questions page. For any further queries about the research process, please contact [email protected].

Best overall investor relations (large cap)

Best overall investor relations (large cap)

This category covers companies that have most impressed the investment community with their overall IR program. Market cap breakdown: Small cap = below US$2 bn / Mid-cap  = between US$2 bn and US$20 bn / Large cap = US$20 bn and over

Nominees

  • Boston Scientific

  • Deere & Co

  • Moody's

  • NVIDIA Corporation

  • Thermo Fisher Scientific

  • Zscaler


Sponsored by

Best overall investor relations (mid-cap)

Best overall investor relations (mid-cap)

This category covers companies that have most impressed the investment community with their overall IR program. Market cap breakdown: Small cap = below US$2 bn / Mid-cap  = between US$2 bn and US$20 bn / Large cap = US$20 bn and over

Nominees

  • JB Hunt Transport Services

  • Lennox International

  • Permian Resources

  • Regions Financial Corporation

  • Wyndham Hotels & Resorts

  • Zillow Group


Sponsored by

Best overall investor relations (small cap)

Best overall investor relations (small cap)

This category covers companies that have most impressed the investment community with their overall IR program. Market cap breakdown: Small cap = below US$2 bn / Mid-cap  = between US$2 bn and US$20 bn / Large cap = US$20 bn and over

Nominees

  • DMC Global

  • Iovance Biotherapeutics

  • Newmark Group

  • PROG Holdings

  • The RealReal

  • Zeta Global Corp


Sponsored by

Best investor relations officer (large cap)

Best investor relations officer (large cap)

This category is for individual IROs whose knowledge of their company and sector and whose ability to build relationships with members of the investment community and to be transparent, accessible and responsive, sets them apart. Market cap breakdown: Small cap = below US$2 bn / Mid-cap  = between US$2 bn and US$20 bn / Large cap = US$20 bn and over

Nominees

  • Boston Scientific

    Lauren Tengler

  • General Electric

    Steven Winoker

  • Moody's

    Shivani Kak

  • NVIDIA Corporation

    Simona Jankowski

  • Verizon Communications

    Brady Connor

  • Zscaler

    Bill Choi


Sponsored by

Best investor relations officer (mid-cap)

Best investor relations officer (mid-cap)

This category is for individual IROs whose knowledge of their company and sector and whose ability to build relationships with members of the investment community and to be transparent, accessible and responsive, sets them apart. Market cap breakdown: Small cap = below US$2 bn / Mid-cap  = between US$2 bn and US$20 bn / Large cap = US$20 bn and over

Nominees

  • Blue Owl Capital

    Ann Dai

  • Camden Property Trust

    Kim Callahan

  • JB Hunt Transport Services

    Brad Delco

  • Lennox International

    Chelsey Pulcheon

  • Revvity

    Steve Willoughby

  • The Timken Company

    Neil Frohnapple


Sponsored by

Best IR by a senior management team (large cap)

Best IR by a senior management team (large cap)

*Caroline Sullivan has been interim CFO since September 2023, following the departure of Mark Kaye

Nominees

  • Boston Scientific

    Daniel Brennan, CFO & Mike Mahoney, CEO

  • Microsoft

    Amy Hood, CFO & Satya Nadella, CEO

  • Moody's

    Rob Fauber, CEO & Caroline Sullivan*, CFO

  • NVIDIA Corporation

    Jensen Huang, CEO & Colette Kress, CFO

  • Palo Alto Networks

    Nikesh Arora, CEO & Dipak Golechha, CFO

  • Zscaler

    Remo Canessa, CFO & Jay Chaudhry, CEO


Sponsored by

Best IR by a senior management team (mid-cap)

Best IR by a senior management team (mid-cap)


Nominees

  • Apellis Pharmaceuticals

    Cedric François, CEO & Tim Sullivan, CFO

  • Badger Meter

    Ken Bockhorst, CEO & Bob Wrocklage, CFO

  • Blue Owl Capital

    Alan Kirshenbaum, CFO & Marc Lipschultz and Doug Ostrover, co-CEOs

  • GATX Corporation

    Thomas Ellman, CFO & Robert Lyons, CEO

  • Permian Resources

    William Hickey and James Walter, co-CEOs & Guy Oliphint, CFO

  • SoFi Technologies

    Chris Lapointe, CFO & Anthony Noto, CEO


Sponsored by

Best in sector: Communications

Best in sector: Communications


Nominees

  • AT&T

  • DoorDash

  • T-Mobile US

  • Uber Technologies

  • Verizon Communications

  • Zillow Group

Best in sector: Consumer discretionary

Best in sector: Consumer discretionary


Nominees

  • DraftKings

  • eBay

  • Hilton Worldwide Holdings

  • Marriott International

  • Tractor Supply Company

  • Wyndham Hotels & Resorts

Best in sector: Consumer staples

Best in sector: Consumer staples


Nominees

  • Central Garden & Pet Co

  • General Mills

  • PepsiCo

  • Procter & Gamble

  • Target Corporation

  • Walmart

Best in sector: Energy

Best in sector: Energy


Nominees

  • Cheniere Energy

  • Chesapeake Energy Corporation

  • Diamondback Energy

  • DMC Global

  • ExxonMobil

  • Permian Resources

Best in sector: Financials

Best in sector: Financials


Nominees

  • Apollo Global Management

  • Blackstone

  • JPMorgan Chase & Co

  • Regions Financial Corporation

  • SoFi Technologies

Best in sector: Healthcare

Best in sector: Healthcare


Nominees

  • Boston Scientific

  • Dexcom

  • Medtronic

  • Stryker

  • Thermo Fisher Scientific

  • UnitedHealth Group


Sponsored by

Best in sector: Industrials

Best in sector: Industrials


Nominees

  • Deere & Co

  • Eaton

  • General Electric

  • Ingersoll Rand

  • JB Hunt Transport Services

  • Union Pacific Railroad

Best in sector: Materials

Best in sector: Materials


Nominees

  • Corteva

  • Ecolab

  • Newmont Corporation

  • Owens Corning

  • The Sherwin-Williams Company

Best in sector: Real estate

Best in sector: Real estate


Nominees

  • American Tower Corporation

  • Boston Properties

  • Camden Property Trust

  • COPT Defense Properties

  • Equinix

  • Prologis

Best in sector: Technology

Best in sector: Technology


Nominees

  • Arista Networks

  • CrowdStrike Holdings

  • Microsoft

  • Moody's

  • NVIDIA Corporation

  • Zscaler

Best in sector: Utilities

Best in sector: Utilities


Nominees

  • CenterPoint Energy

  • CMS Energy Corporation

  • Exelon Corporation

  • ONE Gas

  • Xcel Energy

The first thing to explain is that our awards are different from most others: for our awards by research, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, via a combination of an electronic survey and one-to-one telephone interviews, canvassing the opinions of the people who matter to you most.

July 2023: Sample selection

IR Magazine has been building investment community databases for more than 30 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. These details are combined with IHS Markit’s list of US investment community contacts to produce a total of around 50,000 investors and analysts.

September – November 2023: Telephone survey

The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 250 portfolio managers and analysts across the US and Canada. Many of them participate in the study year after year, but there is always a healthy proportion of new respondents each year as well. As the research progresses, the sample is adjusted to ensure appropriate weightings are maintained.

October 2023: Electronic survey

IR Magazine then conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 200 individual responses from the investment community. These responses then go to Mary Maude Research for initial analysis. The research firm determines what will constitute a representative sample, weighted for industry sector.

Results analysis

Once the survey stage of the research is completed, the final analysis is undertaken. The companies with the highest scores make the short lists for the awards categories, and the points are further analyzed to identify the best exponents of IR by sector. The independence of our research is crucial to the integrity of the whole awards program, so IR Magazine sees the results only once the research is complete. This ensures a transparent, independent set of results that IROs can trust as a valuable bench-marking tool.

January 2024: Short list compiled

IR Magazine receives the results in January and contacts the short-listed companies to give them the good news. The short list is then published to the entire IR community the month before the event.

 March 27, 2024: Winners announced

And finally… the winners are announced live at the black tie awards gala on Wednesday, March 27, 2024!

March 2024: Report published

Shortly after the awards, the Investor Perception Study – US 2024 report is published and made available to IR Magazine subscribers. This report will profile the top ranked companies and reveal information on how they conduct their IR activities and why investors voted for them.

 

Who attends our awards

Attendees at this event are leading IR practitioners from across the US. Each participant is someone with an established track record and a strategic IR role within their company.

Below is a sample of the 2024 attendees:

Job title Company Job title Company
AVP, IR Macerich Senipr MD, healthcare research EverCore ISI
CEO Fiserv SVP The Estée Lauder Companies
CFO Apollo SVP, corporate finance and sustainability Equinix
CFO Zscaler SVP, finance J.B. Hunt Transport Services Inc.
Head of IR Cara Therapeutics SVP, IR Walmart
Director FedEx SVP, IR Zeta Global
Director, IR Sempra SVP, IR Moody’s Corporation
Director, IR Uber SVP, sustainability Diversified Energy Company
EVP, Head of IR Regions VP, finance and IR Core & Main
Executive director, ESG IR JP Morgan Chase VP, global ESG Hilton Worldwide
Executive director, IR Estee Lauder VP, head of IR Medtronic
Head of IR Performant Corp. VP, IR AvePoint
Head, corporate access Barclays VP, IR Blue Owl
Head, ESG IR JP Morgan Chase VP, IR Central Garden & Pet
Managing Director Morgan Stanley VP, IR Cheniere Energy
MD, healthcare research Citi VP, IR Ciena Corporation
MD, IR State Street VP, IR Clear Channel Outdoor Holdings
Senior director Affirm VP, IR DMC Global
Senior director, IR American Eagle Outfitters VP, IR Emcor
Senior director, IR EnLink Midstream VP, IR First Advantage
Senior director, IR Johnson & Johnson VP, IR General Electric
Senior director, IR SpringWorks Therapeautics VP, IR Kyndryl
Senior director, ESG Dick’s Sporting Goods VP, IR Udemy
Senior manager, IR Chesapeake Energy VP, IR Deutsche Bank
Senior, IR manager DexCom VP, IR and ESG engagement Starbucks

 


Request full attendee list

Become a partner

Why partner with us?

Our awards provide a unique opportunity to get in front of some of the most influential people in the US IR community. 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 IR excellence and network with key decision makers from across the region – the ones pushing the profession forward through innovation.

Partnering with the event will provide:

  • A chance to network with qualified, senior decision-makers in the IR community
  • Increased awareness and credibility through association with the region’s leading awards
  • New business opportunities through higher-brand presence among current and potential clients
  • The chance to entertain clients at the most respected event of the year
  • Exposure as the market leader in your chosen area by sponsoring the awards category that best reflects your area of expertise

All our partnerships are created using a mix of branding, thought leadership, lead generation and meetings with your target audience. You tell us your objectives and we will work with you to create you a package that’s makes sense for your company and will help you achieve those objectives. To find out more get in touch with Ian Richman or call on +1 212 430 6865.

Partners

Coalition for the Homeless

IR Magazine are long-term supporters of the Coalition for the Homeless. For more than 40 years, the Coalition for the Homeless has developed and implemented humane, cost-effective strategies to end mass homelessness in New York City. Their model programs represent solutions that can dramatically reduce the homeless population and prevent homelessness among those most at risk.

For further information about their work, please visit coalitionforthehomeless.org

Highlights

View the highlights from the 2023 awards ceremony

Event takes place in

Book your place

We have just 3 individual seats left! Book now to avoid disappointment.

If you have any questions, please contact Thomas Williams on [email protected] or +44 208 090 2156.

Make a day of it

The BofA Securities 2024 Investor Relations Insights Conference will take place on the same day as the IR Magazine Awards on Wednesday, March 27 in New York.

Expect a day of impactful content including market updates, views from the buy-side, networking and more! Investor relations officers interested in attending this conference should email Jennifer Giacche Hurley ([email protected]).

Venue

We are pleased to be hosting our awards at:

Cipriani 25 Broadway
25 Broadway
New York, NY 10004

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

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

Dress code:
Black tie – Great Gatsby theme!

Warning: Please note the event may contain flashing lights or sudden loud sound effects

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