AI
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IR Impact Masterclass: How to use AI to power your research tactics and competitive analysis
Welcome to IR Impact’s Masterclass video series, where leaders and experts from across the capital markets share their insights, strategies and experiences to provide you with in-depth knowledge and practical skills to excel in your IR journey. Each IR Impact Masterclass will delve into critical topics, offering valuable perspectives and actionable advice. Whether you are looking to enhance your expertise, stay ahead of industry trends or gain a competitive edge, these long-form videos are your gateway to achieving these goals.
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All wrapped up: how Deutsche EuroShop sparked conversation with AI action figures
What did it take to turn Patrick Kiss, IR Impact Award-winning investor relations lead at Deutsche EuroShop, into a fully boxed action figure? Well, it needs a spark of creativity, a ChatGPT Pro account plus a lot of patience. ‘To give you an idea of the work involved, the final optimized prompt for my own action figure had 304 words in 66 lines with more than 2,200 characters,’ says Kiss. This is something of a side step from the usual conversations around AI for IR, where the focus is on saving time for IROs paddling against the current of increasing…
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‘Earnings are our Super Bowl halftime show’: Tales from 100 quarterly updates with Mary Winn Pilkington
Earlier this year, Tractor Supply Company (TSC)’s Mary Winn Pilkington celebrated her 100th earnings call – with balloons, cake and the typical quarterly stress to match. ‘In IR you touch on everything – that’s probably part of the reason I have stayed in investor relations for 25 years,’ she says. ‘Every day is different and you get to work with the smartest people inside the company. ‘You’re working with people that are on the board or the management team, you’re working with high potential individuals that have been given strategic projects to work on,’ she adds. ‘Then, outside of the…
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IR time management: the holy grail for today’s investor relations professionals
It’s no secret that the IR workload has been expanding – even as resources fail to match pace. At the same time, market uncertainty has made the day-to-day less predictable. The result is that the modern IRO is busier than ever. This was something Erik Carlson, chief operating officer at Notified pointed to early in a recent webinar titled: Strategic time management for today’s IRO. ’If look at the challenges in the market, the rise in distrust of the media, the proliferation of content – it’s becoming harder and harder to cut through the noise, to synthesize information and do…
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‘You have to get your statements absolutely right’: EQ Group’s Jo Palmer on IR adapting to AI
Among the most-entered awards at the IR Impact Awards – US 2025 were those that recognized company’s innovations in communicating with shareholders. With more and more investors and analysts using AI to fuel their processes, IR teams are having to adapt their disclosures to be read well by virtual eyes.
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How broker insights can transform your earnings process
As data continues to flood the market, IROs are finding it both challenging and time-consuming to gauge market perceptions of their companies. Increasingly, IROs are looking to their data platform providers to help them collect all the available, granular insight from brokers in one place, where it can be sorted, analyzed and better understood. But how can that data be passed through into the earnings process overall and be used to improve the impact of a company’s latest figures on various stakeholder audiences?
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‘We’re thinking about what AI is going to destroy as much as what it’s going to create’: Jonathan Knowles of Compound Equity Group
Compound Equity Group (CEG) was founded in 2024 and seeks high-conviction, long-term ideas in global equities. The founder and portfolio manager in charge, Jonathan Knowles, spent more than 30 years managing money at Capital Group. At his time of retirement in December 2024, he was in charge of some $50 bn in assets and was the chief investment officer of the firm’s $70 bn small-cap fund – the largest such fund in the world. CEG has recently raised $500 mn in capital and is deploying a very long-term, highly concentrated approach: to have 20 to 25 investments with some positions…
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Building from a baseline: how IR teams are using new data sources to unlock smarter decision-making
As any IR professional knows all too well, the market is awash with a wealth of data from myriad sources. Everything from earnings calls to websites to press releases – both from your company and from your peers – can help inform strategic IR work. But where do you start without becoming completely overwhelmed? This was what panelists Erik Carlson, chief operating officer at Notified, Glenn Schulman, founder and head of IR at Z3 BioCommunications, and Amanda Tang, head of IR at TMX Group, tackled in a recent IR Impact Webinar, held alongside Notified.
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The CFO: The best IROs bring in ideas from all over, says Ciena’s finance chief
Gregg Lampf, head of IR at Ciena, is a familiar face at IR Impact events. He’s also a big advocate for AI for investor relations – a topic he talks about, writes about and puts to work in his day job.
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The art of trajectory: how AI-powered analytics can help distribute your messages effectively
Advanced data analytics and AI have unlocked unprecedented insights into behaviors, preferences and emerging trends
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The evolution of the IRO role: staying informed and strategic with Quartr Pro
Staying informed isn’t just a valuable skill for IROs – it’s a complete necessity for the job The fast pace of the market, rapid news cycles and intricate details hidden within earnings calls or filings make it challenging for IROs to cut through the noise and uncover key information quickly. But the role of IROs […]
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The new currency of power: the role of AI in targeted investor engagement
The most successful companies will be those who can leverage this technology without being consumed by it
