

About the event

WHEN

WHERE
Convene 101 Park Avenue, New York
IRO USE CASES – AI DISCOVERY, IMPLEMENTATION AND USAGE
With an increasing number of investors, governance and corporate communications teams adopting innovative technology, machine-learning and generative AI to support their day-to-day decision-making, it is critical for IR teams to follow suit. However, at this blossoming stage, there are a lot of questions around implementation, accuracy, security concerns and many more.
The IR Magazine Forum – AI and Technology was held in New York on Tuesday, December 3 and through real use cases, provided IR teams at publicly listed companies with a blueprint for the responsible use of AI and other innovative technology to supercharge their IR program.
Featuring leading IROs, experts from tech companies and issuers who have successfully implemented AI and innovative technology, the forum educated attendees on what technology is available now, how it will evolve to help you streamline your workflows and finally how to successfully implement an AI powered IR strategy in 2025. View the agenda and speaker sections below to find out more about what was discussed.
NIRI IRC® CREDENTIAL

Holders of the NIRI IRC® credential can earn up to 4 professional development unit (PDUs) per day. IRC-credentialed speakers may also earn PDUs. For more information about the Investor Relations Charter (IRC)®, please visit www.niri.org/certification.
Agenda: 2024
Timings on the agenda are shown in Eastern Time (ET)
08:15am
Registration, refreshments and networking
08:55am
Welcome to the forum
09:00am
Gain c-suite buy-in: Teach your c-suite to escape the “AI and technology as an experiment” mentality.
As the wave of AI and innovative technology grows, IROs must stay ahead of the curve to survive. Therefore, although it is essential to experiment with AI and technology it is important not to get stuck in an exploration loop and ensure you fully implement it and optimize its potential. To do so you first have to get the C-Suite on board! This panel will focus on the strategies and tactics IROs can use to educate the C-suite on the need to embrace AI and technology to ensure their buy-in.
- The proof is in the pudding! Showcase successful AI and technology use cases and their impact on business metrics
- Learn how to build a clear and concise narrative highlighting the value that AI and technology will bring and how this ties in with the companyâs values, strategy and goals.
- Educate the board on how AI and technology can drive revenue growth, cost reduction, market expansion and customer satisfaction
- Create a risk mitigation plan that addresses potential challenges and uncertainties the board may have relating to the implementation of AI and technology
- Fully understand your C-suites perspective on the direction of the company to fully comprehend their concerns
Moderator: Steve Wade, head of content, IR Magazine
Bryan Kloster, manager of investor relations, Autonation
Gregg Lampf, vice president of investor relations, Ciena
09:35am
Workshop – Reliable methods to efficiently report on ESG matters
Discover how AI can enhance your ESG reporting and analysis. In this session, you’ll leverage AI tools to
extract insights, identify opportunities, and benchmark performance against your peers-all aimed at
improving your company’s sustainability initiatives.
- Upload your company’s latest ESG disclosures.
- Use AI to summarize key findings and pinpoint areas for improvement.
- Generate an audio summary for a quick, digestible overview of the information.
- Compare y
Gregg Lampf, vice president of investor relations, Ciena
10:10am
The ultimate guide to building your AI and technology support team. Who, when and how.
AI and innovative is becoming an essential part of an IROs tool kit, but to use it effectively and safely you need to adhere to certain rules and regulations whilst understanding the complex intricacies of how to optimize your usage. This panel will help you discover the essential steps and strategies for assembling a high performing multidisciplinary AI support team.
- Assess in-house, company culture aligned solutions v outsourced, expensive but rapidly scalable results
- Implementing a team that can navigate regulatory compliance â who will keep up to speed with and report on the ever-changing regulations?
- The head of the chain: Recognize the c-suites role in when to address AI and technology transformation challenges
- Understand the importance of having an AI and technology vanguard on the board â Chief AI Officer/Chief Data Officer
- Understand how to foster effective cross-department collaboration
Moderator: Steve Wade, head of content, IR Magazine
Adam Borgatti, senior vice president, corporate development and investor relations, Aecon
Amin Mousavian, vice president investor relations and treasury, TMX Group
10:40am
Networking break
11:10am
Leveraging AI to elevate IR
Live Demo / Q&A – Join Darrell Heaps, founder and ceo of Q4, as he explores how artificial intelligence is reshaping investor relations to drive exceptional outcomes. Discover how AI enables smarter decision-making, improves efficiency, and uncovers opportunities through advanced data analysis and trend identification.Get an exclusive first look at Q4âs beta AI dashboard on the IR Ops Platform, designed to handle the heavy lifting – providing powerful data analysis and delivering actionable insights so you can focus on achieving high impact IR strategies.
Moderator: Steve Wade, head of content, IR Magazine
Darrell Heaps, founder and chief executive officer, Q4
11:45am
Overcoming the risks and obstacles of AI and technology implementation
Whilst the rapidly evolving AI and technological landscape brings with it a plethora of benefits to IROs, it also conveys a multitude of risks. Fears around privacy, accuracy and accountability have stifled its implementation.
This panel will highlight the biggest risks IROs will face and give you a road map on how to use AI and technology in an ethical, transparent and responsible way.
- Ensure AI systems are compliant with data protection regulations
- Strategies on being transparent with investors: supressing concerns, whilst still fostering trust
- Invest in regular security audits, incident response planning and promoting a security-first culture.
- Learn how to identify and counter AI powered cyberattacks
- Plan to reskill or upskill affected employees and introduce metrics to measure success Chandrika Nigam, former senior director of investor relations, Adtalem Global Education
Moderator: Tim Human, event editor, IR Magazine
Chandrika Nigam, former senior director of investor relations, Adtalem Global Education
Gianni Martinelli, investor relations, Globant
12:15pm
Workshop – AI-powered targeting: How AI can enhance identifying and engaging with new investors
In this session, you will use AI tools to identify potential new investors based on a wider data-set, and prioritize those investors who are most likely to invest in your company and move the needle on your valuation
- Think like an institutional investor when benchmarking yourself vs peers
- Make your messaging more dynamic by identifying real-time data that investors care about
- Use AI to adapt your targeting strategy accordingly
Peter Wright, founder, CEO, Intro-act
13:00pm
Lunch
13:50pm
Keeping up with the buy side: The challenges and possibilities for IROs
As the buyside continue to embrace AI and machine learning systems to improve efficiencies and optimise their investment strategies it is paramount that IROs can keep pace with this movement. Presenters will take a deep dive into how investors are using AI and technology, and the impact this has on an IROs role.
- Review what IROs need to do to adapt to AI and technology-driven capital markets
- Identify the specific needs of the buy-side â what information is key, how are they obtaining this data and where from?
- Learn what factors drive investors to invest in or divest from your stock
- Bridge the data gap from sell side analysts to the buy side
- Level the playing field: Embrace similar tools to fully understand investor preferences, identify peer companies, and explain stock price movements effectively
Moderator: Steve Wade, head of content, IR Magazine
Jason Fooks, managing director, investor relations, Brookfield Asset Management
Andrew Posen, vice president, head of investor relations, WOW! Internet, Cable and Phone
Chris Tillett, senior director, investor relations, Fortive
Jared Wasserman, associate vice president, corporate platforms, Nasdaq
14:20pm
Workshop – Using AI and technology to tailor earnings call communications for investor analysis
In this session, you will use AI and innovative technology to tailor your core message across different digital platforms and to different audiences quickly and effectively.
- Understand how AI quantitatively measures language and how to optimize language for these scores.
- Identify areas of disconnect between human comprehension and NLP scoring of language
- Test the impact of word and phrase choice on the scoring of an earnings call.
Chris Blake, executive director of product innovation within issuer solutions, S&P Global
14:55pm
Networking break
15:25pm
Creating a multi-year road map for the successful adoption of AI and technology
AI and innovative technology is more accessible than ever before, but there successful implementation needs a methodical and practical approach. For success, you need a long-term strategy that results in a steady acquisition of knowledge, technical skills and processes with a goal to improve the efficiency of IRO job functions. This panel will provide you with a guide to accelerate your progress towards the adoption of AI and technology.
- Actionable insights into where to start your due diligence, determining the best fit for you and your company.
- Assess the cost v efficiency, do the results outweigh the time and investment
- Evaluate and prioritize the necessity for different AI and technological solutions, now, in the near future and further down the line, and understand how this need will change overtime
- Build internal expertise whilst fostering a culture of experimentation
- Consider the importance of proper on boarding for new employees
- When to include the board in the decision-making process
Moderator: Steve Wade, head of content, IR Magazine
Megan Larson, senior advisor, investor relations, Murphy Oil Corporation
15:45pm
Workshop – AI powered research tactics: Competitive intelligence and analysis
In this session you will use AI and innovative technology to –
- Summarize an Analyst Note for Management
- Write a Weekly CI Email for Management
- Prepare for a Conference Q&A Session
- Analyze a Slide of Data to generate speaking notes
Bryan Kloster, manager of investor relations, Autonation
16:30pm
Navigating the future AI and innovative technology landscape: Trends, Predictions and Opportunities
Here we will examine current trends in the generative AI space and take a journey through the future possibilities that AI and technology hold for IROs.
- Discuss what is needed for AI to move from being a buzzword to a critical driver of technological advancement
- Consider if future AI capabilities could rival human reasoning
- Learn if one tech could fit all and if so what will this look like
- Assess if AI will communicate with AI allowing IROs to become more creative
Moderator: Tim Human, event editor, IR Magazine
Peter McGough, senior vice president, investor relations & capital markets, Gambling.com Group
16:55pm
Summary and closing remarks
17:00pm
End of event and start of drinks reception
Event speakers
What our attendees say
Who attends our event
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 events in the past:
JOB TITLE | COMPANY |
---|---|
Director, IR | Vuzix |
Director, IR | General Electric |
Director, IR | Flushing Financial |
Director, IR | ORIX Corporation |
Director, IR | Jushi Holdings |
Senior director, head of IR | Lantheus Holdings |
Senior director, IR | Becton Dickinson |
Senior director, IR & corporate communications | TCR2 Therapeutics |
Senior vice president, director of IR | Chubb |
Senior vice president, head of IR & treasury | Nielsen |
Senior vice president, IR | SmartRent |
Senior vice president, IR | CACI |
JOB TITLE | COMPANY |
---|---|
Senior vice president, IR | Comcast |
Senior vice president, IR | Coty |
Senior vice president, IR | Estee Lauder |
Senior vice president, IR | CVS Health |
Vice president | Hannon Armstrong |
Vice president, head of IR | Starbucks |
Vice president, IR | Ingersoll Rand |
Vice president, IR | Quotient Technology |
Vice president, IR | Roku |
Vice president, IR | Campbell |
Vice president, IR | WW International |
Vice president, IR | Ciena |
Thinking of becoming an event partner?
Our events provide a unique opportunity to get in front of some of the most influential people in the 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.

Coalition for the homeless

IR Magazine is a long-term supporter of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
Thank you to those who were able to bring along any of the items outlined in the list below, to be donated to those in need through the Coalition.
For further information about their work, please visit coalitionforthehomeless.org.
Register your interest
Gallery
Key insights into the latest trends and best practices

How the buy side uses AI to pick stocks and the truth inside SEC filings – IR Voice
How the buy side is using AI to help with investment decisions and we speak to an SEC filings expert

Investor targeting and AI: Where are we now – and what are the possibilities?
AI is already being applied to targeting, but accuracy could be improved further with higher-quality data

How Udemy’s Dennis Walsh won an IR Magazine Award for his use of social media and video
Innovative video series featuring customer and creator panels proves a hit with investors
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