IR Magazine

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

Wednesday, March 20, 2024

el Prado Hotel, Palo Alto, CA

Our unique format

The IR Magazine Think Tank – West Coast took place on Wednesday, March 20 as an invitation-only event exclusively for senior IR officers. Our think 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 is 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 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


Click here to view the 2024 agenda as a PDF.

Times are shown in Pacific Time (PT).


  • 08:15 AM
    Registration, refreshments and networking

  • 08:55 AM
    Welcome to the IR Magazine Think Tank

    Steven Wade, Head of content, IR Magazine

  • 09:00 AM
    Keynote panel: Management expectations of IR in 2024

    • C-suite perspectives on the evolving strategic importance of IR and the value a strong IR team can bring in 2024
    • Understand the impact of the current environment on the role and responsibilities of IR teams
    • Foster strong relationships within senior management and embed IR in the decision-making process
    • Advice on communicating management change to risk-averse markets

    Moderator: Steven Wade, Head of content, IR Magazine
    Kate Scolnik, Chief financial officer, Owlet Baby Care

  • 09:30 AM
    The analyst view: The impact on macro uncertainty on corporate access

    • Hear directly from the sell side about the impact of macro uncertainty on consumer behaviour, investment flows and shareholder bases
    • Discover how IR teams can work with their analysts to better inform the investment community around the equity story
    • Understand the impact of Learn how to calibrate your guidance and messaging in uncertain times
    • Discuss how to approach corporate access in an uncertain economy

    Moderator: Lauren McDonald, conference producer, IR Magazine
    RJ Pellegrino, Managing director of global equities, TD Cowen

  • 10:00 AM
    Roundtables: Navigating uncertainty and sector-specific discussions

  • 10:30 AM
    Coffee break

  • 11:00 AM
    Practical uses of AI in IR: How has the conversation progressed?

    • An overview of the key applications of AI currently in use by IR teams
    • Best practices around implementing AI processes: From identifying a use-case to selecting the right provider
    • Overcoming challenges: Learn the key obstacles to AI adoption by IR teams and understand the evolving risk landscape
    • Looking ahead: Discuss where AI could add the most value to IR functions as technologies evolve

    Moderator: Lauren McDonald, conference producer, IR Magazine
    Erik Carlson, CFO & COO, Notified

  • 11:30 AM
    Best-in-class earnings calls: Preparation, execution and measuring success

    • In advance: How and when to pre-announce results
    • On the lead up: Preparing your management team and anticipating analyst queries
    • On the day: Discuss tactics and formats to ensure a smooth presentation and Q&A
    • After the call: Learn the best ways to measure success and gather analyst feedback

    Moderator: Steven Wade, Head of content, IR Magazine
    Giuseppe Montefinese, Manager of contributor relations – US, Visible Alpha
    Jason Schmidt, Head of investor relations, Upstart

  • 12:00 PM
    Roundtables: Tools and technologies to drive efficiency in investor relations

  • 12:30 PM

  • 13:30 PM
    Tailoring your outreach to a range of investment styles

    • Get creative with the datasets you use to identify compatible investors
    • Next steps: Best practices around initial outreach and ensuring meaningful engagement
    • Learn strategies to maximize the productivity of yours and management’s time
    • Retail investors: Identify, manage and cultivate your retail shareholder base
    • Domestic vs global outreach: Factors to consider when approaching international investors

    Moderator: Steven Wade, Head of content, IR Magazine
    Loren Kalm, Head of investor relations, North America, Genentech/Roche
    David Whyte, Co-Founder and CEO, Irwin

  • 14:00 PM
    Taking an updated look at investor days: Messaging, cadence and execution

    • Set the right message: Knowing when (and when not) to host an investor day
    • Get the cadence right: Ensuring a consistent investor day schedule without fatiguing participants
    • Who to have involved: Ensuring the right people are in the room and preparing speakers effectively
    • Discuss the best investor day formats in a hybrid world
    • After the event: Share solutions to measuring the value and impact of your investor day

    Moderator: Lauren McDonald, Conference producer, IR Magazine
    Rob Lockerman, Vice president of advisory, Corbin Advisors
    Chip Newcom, Head of investor relations, Equinix

  • 14:30 PM
    Roundtables: Novel ways to engage investors

  • 15:00 PM
    Investor Q&A: Buy-side perspectives on how IR can do better in 2024

    • Hear directly from the buy-side on the key macro trends likely to shape investment decisions in 2024
    • Discuss how different investors are reacting to current market conditions and what this means for IR teams
    • Learn the best ways to communicate information to investors in the context of ongoing uncertainty
    • Understand investors’ red flags when it comes to engaging with IR teams

    Moderator: Steven Wade, Head of content, IR Magazine
    Stephen Perkins, Founder and portfolio manager, Toronado Capital Management

  • 15:30 PM
    The IR Situation Room

    A carefully structured, collaborative session that gives attendees an opportunity to work together to solve each other’s real-life IR challenges in a consultation-style setting

    • Get real solutions from IR peers on a particular challenge you are facing
    • Understand the challenges that other IR professionals are facing
    • Benefit from the collective discussions that result

    Moderator: Victoria Hyde-Dunn, Vice president of investor relations, Informatica

  • 16:15 PM
    Closing remarks and networking drinks

    Steven Wade, Head of content, IR Magazine


To inquire about speaking opportunities, contact [email protected] or +44 7804 740 172

What our attendees say

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


"Great speakers. Great venue. Had a chance to network with my peers for the first time in over 2 years!"

Cambium Networks

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

Avaya Holdings

"I liked the small intimate format, roundtable and interactive discussions"

Axos Financial

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


"Great to connect with peers again and great content"


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 joined us at the event:

Job title Company Job title Company
Deputy CFO Fortinet Senior director, IR ThredUP
Director PG&E SVP, corporate development, IR Expedia Group
Director Airbnb SVP, IR & corporate development Genasys
Director, IR Splunk SVP, IR & corporate development Workiva
Director, IR Knife River Corporation SVP, IR, communications Cadiz
Director, IR BioMarin VP Vector Capital
Global head, IR HP VP, IR BILL
Global VP 8×8 VP, corporate development & IR e.l.f. Beauty
Head, IR Affirm Holdings VP, finance, IR Freshworks
Head, IR Joby Aviation VP, industry analyst relations Cambium Networks
Head, IR American Well VP, IR Intuit
Head, IR Aspen Aerogels VP, IR OpenText
Head, IR Newmark Group VP, IR Elastic
Head, IR Diodes VP, IR Central Garden & Pet
IR Beckman VP, IR Informatica
IR director Applied Materials VP, IR Infinera
Senior director, IR Seagate VP, IR Xometry
Senior director, IR Gilead VP, IR & corp comms Adagene
Senior director, IR Aristocrat Technologies VP, IR & risk management CooperCompanies


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 – West Coast. Get in touch with Ian Richman or call on +1 212 430 6865.


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