
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 26 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 brings 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
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 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.
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: 2025
If you are interested in being a panellist please contact Tim Human on [email protected]
Click below to view the 2025 agenda as a PDF.
Times are shown in ET (Eastern Time).
7.30 am
Registration, refreshments and networking
7.50 am
Welcome to the IR Think Tank
8.00 am
Market update
8.40 am
Communicating through market uncertainty
The proposed changes to tariffs, regulation and other areas by the US administration makes
telling your story as a public company harder than ever. With uncertainty high, investors and
analysts need more communication and engagement than ever to be convinced by your
investment thesis. In this session, hear insights on how the market is reacting to Donald Trump’s
agenda and best-practice advice for crafting your message.
- Learn how to build your message amid market uncertainty
- Hear communications strategies for different sectors
- Understand how to position your stock if M&A activity picks up
9.10 am
Roundtables: How to manage your story in the current environment
9.45 am
Networking break
10.15 am
The future of engagement and communications
With heightened complexity and uncertainty shaping today’s operating environment, investors are recalibrating valuations faster than before, shifting both the metrics they focus on, and the time spans they weigh. As a result, investor engagement and communication strategies need to adjust real-time and leverage forward looking approaches to targeting and segmentation, agile narrative and content, and channels and tactics to maintain a resilient valuation. In this session, you will hear about:
- Five key macro factors investors are focused on in the future operating environment
- How to develop a forward-looking valuation architecture
- Deliver greater impact from your program through next-generation engagement and communication strategies
10.45 am
Buy-side views
11.45 pm
Roundtables: How to attract and retain investors
12.15 pm
Lunch
1.15 pm
Award-winning IR strategies
What are the characteristics that set apart the world’s top IR programs? How do they approach IR strategy, earnings, sell-side engagement and other key subject areas? Ahead of the IR Awards – US 2025, which take place in the evening after this forum, we’ve gathered a panel of award-winning IR professionals to set out how they differentiate themselves in a crowded and competitive marketplace.
- Understand what sets apart good and great IR
- Learn how top-performing IR teams develop their strategy and calendar
- Hear best practices for managing your sell-side following
1.45 pm
Roundtables: Best practices for earnings and sell-side engagement
2.15 pm
Networking break
2.30 pm
Results-driven investor targeting
What are the most effective ways to identify and target new investors that are a strong fit for your business? It’s a perennial challenge for IR teams, made even tougher by market uncertainty and the intense focus on large-cap technology stocks, meaning other sectors can be left in the shade. In this session, hear from companies in different market-cap bands about how they find new investors, pitch their story and convert them into shareholders.
- Learn how to identify investors that suit your company’s profile
- Get tips on how and when to pitch your story for most impact
- Hear how to drum up investor interest in unloved sectors
3.00 pm
Leveraging AI for IR
AI tools promise to help IR teams be smarter and more efficient, but where are they actually delivering value today? In this final session, we cut out the crystal-ball gazing and focus on tried and tested applications of AI for IR. Hear IR professionals at the cutting-edge of AI use explain which tools they use, where they find the most value and how you can get started at your own company. Plus, learn how automation is helping IR teams save time and boost productivity.
- Learn about simple AI use cases you can deploy immediately
- Understand which AI tools are adding the most value for IROs
- Get started even if your company lacks a secure, internal environment
3.30 pm
Closing remarks and end of conference
Event speakers: 2024
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 |
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.

Join us for a celebration in the evening!

The IR Awards – US will celebrate IR excellence on the evening of Wednesday, March 26, at the Cipriani 25 Broadway, New York.
This very special event honors excellence in the investor relations profession across the US and will be an evening of celebrations and networking for investor relations officers along with their senior management, advisers and analysts.
Join us at the awards ceremony straight after the think tank and celebrate the success of those individuals and teams that are leading the way in the IR community in 2025!
Request an invite
This event is exclusively for senior corporate, in-house IR professionals. We ask that you register with either BofA Securities or IR Impact. Duplicate registration not required.
To request an invite for this event, please fill in the form below and if you are eligible, we will send you a confirmation email along with detailed event information.
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
Coalition for the Homeless

IR Impact 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.
Venue
Accommodation
We have arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.
We recommend booking accommodation promptly, as preferred hotels in the city often sell out well in advance of the event date
Gallery – 2024
Key insights

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
Contact us
Upcoming events

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