IR Think Tank

Brought to you by BofA Securities & IR Impact

Bank of America offices, New York

Wednesday, March 26, 2025

    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.

    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.

    Partners

    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!

    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.

    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

    Seen

    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

    Seen

    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

    Seen
    Andy White, Freelance WordPress Developer London