IR Impact Workshop ‒ Small Cap
Stand-out during uncertainty
Convene 101 Park Avenue, New York
About the event
In today’s uncertain landscape, where institutional investors are increasingly drawn to larger companies with higher liquidity, the challenges for investor relations professionals at Small Cap companies are intensified.
The competition for analyst coverage, corporate access and investor attention is heightened; however, budgets remain lower compared to their larger peers. These shifts are forcing IR leaders at small caps to rethink their investor relations strategies and modernize their practices by leveraging AI and out-of-the-box thinking to succeed in the current market environment.
The IR Impact Workshop – Small Cap is designed to address those challenges head-on. Through informative and interactive discussion, you will hear directly from peers who are navigating similar constraints and finding creative ways to make an impact. The sessions will focus on practical, real-world approaches to investor targeting, increasing visibility despite reduced sell-side support, and making the most of limited resources.
From better leveraging access to management to cost-effective outreach strategies, the workshop will offer tools and tactics that are both actionable and scalable.
You will leave the event with tried-and-tested solutions tailored to the realities of Small Cap Investor Relations and gain insights you take back to your team and apply right away to strengthen your IR program.
WHEN
WHERE
Convene 101 Park Avenue, New York
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.
Make a day of it
The IR Impact Workshop – Small Cap is co-located with two other IR Impact events, meaning that your pass will provide access to:
The IR Impact Forum – AI & Technology: Hands-on demonstrations, workshops and panel discussions showcasing actionable ways to leverage AI in investor relations right now.
The IR Impact Workshop – Targeting: Interactive and informative discussions focused on how to improve targeting in a changing environment.
Secure your place for all three events here today.
IR Impact Forum – AI & Technology
About the event As more investors and corporate communication teams embrace AI, machine learning and emerging technologies to inform their decision-making, investor relations professionals are facing a pivotal moment: adapt and lead, or risk falling behind.At this early but fast-moving stage of adoption, IR teams are asking important questions regarding…
Agenda
2025
All times are in Eastern Time (ET) Click the link below to view the full agenda as a PDF
8.15 am
IR Impact Forum – AI & Technology
IR Impact Workshop – Targeting
Join our co-located events, happening in the same venue, at the same time – your workshop pass provides access to both these events
12.50 pm
Networking lunch & registration
1.50 pm
Panel Discussion: Navigating investor relations at small cap companies
Small cap companies operate with distinct challenges in investor relations, particularly in the current economic environment where institutional investors often favor larger, more liquid companies. With limited analyst coverage, constrained access to corporate access programs, and smaller budgets, IR professionals at small cap companies must take a more targeted and resourceful approach.
This panel will bring together IR leaders from small cap companies (under $2Bn market cap) to discuss how they are approaching visibility, investor outreach, and communications in a competitive landscape. Panelists will share practical methods for increasing investor engagement, leveraging access to management, and delivering effective results with limited resources.
• Approaches to increase visibility and investor interest with limited sell-side support
• Practical considerations for improving investor access and targeting in a constrained market
• How to use access to management to support investor and analyst engagement
• Tactics to maximize the effectiveness of a limited IR budget
2.20 pm
Roundtables: Practical solutions for small cap IR teams
IR professionals at small cap companies are often required to manage broad responsibilities with fewer resources, less external coverage, and limited institutional visibility. This interactive roundtable discussion offers a space for peer-to-peer exchange of practical approaches to improve investor targeting, visibility, and engagement.
Participants will have the opportunity to discuss their current challenges and hear how others in similar roles are addressing them. Topics will include creative approaches to investor outreach, ways to increase coverage, and efficient use of management time and IR budgets.
• Peer insights on targeting and outreach strategies specific to small cap constraints
• Discussion on how to build interest among investors despite low liquidity or limited coverage
• Ideas for leveraging existing resources and management access more effectively
3.30 pm
Coffee break and networking
4.00 pm
IR Impact Forum – AI & Techology
Join the closing workshops on AI powered targeting and learn how the buy-side are harnessing AI to optimize decision making
5.00 pm
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.
Venue information
Accommodation
We have arranged preferential rates for attendees at nearby hotels. View the hotels and rates by clicking here.
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
Contact us
Upcoming events
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IR Impact Forum – AI & Technology
About the event As more investors and corporate communication teams embrace AI, machine learning and emerging technologies to inform their decision-making, investor relations professionals are facing a pivotal moment: adapt and lead, or risk falling behind.At this early but fast-moving stage of adoption, IR teams are asking important questions regarding…