IR Think Tank
Brought to you by BofA Securities & IR Impact
Bank of America offices, New York
Our unique format – Exclusively for in-house IRO’s
The IR Think Tank, brought to you by BofA Securities & IR Impact will take place on Wednesday, March 25 in New York and is an invitation-only event exclusively for senior IR officers. A combination of BofA’s Investor Relations Insights Conference and IR Impact’s IR Think Tank – previously held as two separate events – this event will bring you a full day of impactful content and not-to-be-missed networking.
Our thinks tanks are free to attend and our unique format enables participants to network extensively, and discuss, debate and dissect topical issues affecting today’s IROs.
WHEN
WHERE
Bank of America offices, New York
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 roundtables of IROs discuss these issues face to face.
Each table gives feedback from its discussion and shares ideas with the group as a whole.
A collaborative Forum for IR leaders to share solutions and shape the future
Bringing together senior IR leaders, the East Coast Think Tank will create an opportunity to tackle the issues shaping the future of investor relations. The outlook for 2026 will define how companies position themselves in a market that is anything but predictable. Understanding what lies ahead is critical for planning engagement strategies and protecting valuation. At the same time, finding and connecting with the right investors in a volatile environment demands sharper targeting and smarter use of data. These conversations and interactive sessions will help leaders share proven approaches and uncover new ideas that make a real difference when the pressure is on. These discussions are essential for IR leaders who want to lead with confidence.
Themes 2026
Market update: the outlook for 2026 and what it means for IROs
- Learn what the economic and market drivers shaping the 2026 market will be and discuss what these changes mean for investor sentiment and capital flows
- Examine how IROs should adapt messaging, engagement tactics and disclosure practices to align with evolving investor priorities in a changing market.
Targeting that works: finding and engaging the right investors in a volatile market
- Gain actionable strategies to leverage data analytics, behavioral insights and digital channels to identify and prioritize high-value investors in a fragmented market
- Analyze how evolving investor behaviors across regions and asset classes are redefining engagement strategies and influencing targeting priorities for IROs
- Learn practical methods to build long-term relationships through differentiated engagement – tailoring narratives for investors’ priorities, styles and expectations.
Navigating the changing activism landscape: IR as the first line of offense and defense
- Explore how activist tactics have evolved in 2025 and anticipate what’s next for 2026
- Examine how IR teams can identify early warning signs of activism or M&A targets through market intelligence and investor behavior analysis
- Discuss best practices for aligning IR with legal, board and executive teams during high-stakes negotiations and for meeting disclosure requirements
- Assess ways to strengthen credibility and transparency during periods of market pressure to safeguard valuation and reputation.
How AI is reshaping IR and capital markets
- Discuss how the market has changed over the last year and debate the limitations of AI
- Receive concrete examples and use cases of how AI is improving efficiency in IR workflows
- Determine whether in-house platforms or off-the-shelf technology is the better fit for your IR program
- Understand how to overcome the challenges around data security, transparency and trust.
Insights from the buyside: investor expectations for IR and senior management teams
- Understand how investors identify new opportunities and consider what this means when shaping outreach and targeting strategies
- Discover what information investors want from IROs – as well as the channels and formats they prefer
- Consider the role that search engine optimization (SEO) and generative engine optimization (GEO) play in maximizing visibility.
Advice from an award-winning panel: elevating IR inside the C-suite and the board
- Gain practical insights into how successful IROs measure their success, blending traditional metrics with innovative, forward-thinking indicators
- Explore strategies to expand your scope of responsibility – and gain crucial buy-in from internal stakeholders
- Discuss proven methods to earn the C-suite’s trust and elevate IR’s influence in strategic decision-making.
Themes for the 2026 roundtable discussions
- Best practice for keeping investor confidence and credibility when the market turns
- Real-world AI applications that IR teams are using today
- Strategic guidelines to help build your activist defense playbook
- Measuring what matters – proving the impact of your IR program
NIRI IRC® CREDENTIAL
Holders of the NIRI IRC® credential can earn up to four 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.
Speakers: 2025
What our attendees say
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 our past attendees:
| 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 | TCR2 Therapeutics |
| Senior vice president, director of IR | Chubb |
| Senior vice president, head of IR | Nielsen |
| Senior vice president, IR | SmartRent |
| 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 |
Venue information
Accommodation
We have arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.
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.
Partners
IN ASSOCIATION WITH
THINK TANK PARTNER
Registration
This event is exclusively for senior corporate, in-house IR professionals. To register for this event, please fill in the form below.
If you have any questions please contact Thomas Williams at [email protected] or call on +44 208 090 2156.
FREE
This event is free to attend for senior IROs only
Gallery
Key insights into the latest trends and best practices
The sell side talks IR – part one: the value of research
Sell-side analysts occupy a pivotal position in financial markets. Through their in-depth research and recommendations, they exert influence on stock valuations, market liquidity and overall market dynamics. Their buy, hold or sell ratings can cause stock prices to rise or fall, impacting investor decisions. Upgrades often lead to price surges, while downgrades may result in declines.
‘If I wasn’t in IR, I’d love to teach students about finance’: Matthew Ross on leading Block’s IR team and working with Jack Dorsey
Payments companies are increasingly those which keep the world spinning. Just ask Block’s new head of IR, Matthew Ross, who joined the company in 2024 and took over running the IR team earlier this year. The NYSE-listed company – which operates point-of-sale system Square, digital wallet Cash App, buy now, pay later service Afterpay and music streaming business Tidal – has grown from strength to strength in recent years, leading to its ascension to the S&P 500 index in July 2025, replacing Hess Corporation.
‘I love when investors start a meeting by showing me their streak’: Duolingo’s Debbie Belevan on life after an IPO
At this year’s IR Impact Awards – US 2025, Duolingo’s head of IR Debbie Belevan swept the board, picking up trophies for best overall IR – mid cap, best IRO – mid cap and best in sector – technology. All of this came just a few years after Belevan joined the language learning app in 2021 as its VP, IR two weeks before the company’s IPO. Since then, Duolingo has seen exponential growth in both its share price and subscriber base. Debbie has become an active member of the IR community, serving as a board member for NIRI.
Contact us
IR benchmarking tool
Instant comparison data at your fingertips. This advanced tool provides real-time analytics comparing your IR program to peers in your region, sector, and cap size. Evaluate your program’s strengths and uncover opportunities for growth with key IR metrics covering:
- IR budgets
- Team size
- Reporting lines
- Sell-side analyst coverage
- Investor meetings
Fast, intuitive and packed with tailored insights, it’s the ultimate resource for building a smarter, data-driven IR strategy.
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Awards – US
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