IR Impact

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What a fantastic day at the IR Impact European AI conference in London today. Many thanks to Laurie Havelock for inviting me to talk on the panel, and thanks to my fellow panellists Andrew Gibbons and Fredrik Erlansson. Also thanks to Andrew Gibbons and Steven Wade for inviting me to do a wee workshop on ChatGPT - fantastic conference lots of great conversations. #IRtools #InvestorRelations #IRimpact

Great discussions on AI in Investor Relarions at the IR Impact Forum! AI is transforming IR—from market intelligence to script automation. But in the end, we get the AI we deserve. In the end how do we strike the right balance between automation and the human touch. Many thanks to Steven Wade for moderating and the entire team for organizing. Mister Spex Laura Hecker thanks for the photos ?? #AI #InvestorRelations #IRImpact #Innovation

? “So, how are?you?using AI?” It was a question that was asked a lot at the IR Impact AI in IR Forum yesterday. It was great to discuss with faces old and new how AI is transforming investor relations, and what we can expect in the future. Five things really struck me: 1. There are countless use cases for AI in IR – from cutting time on your weekly monitoring emails, rapid translation of transcripts, to turning analyst notes into 10-minute podcasts. The uses today are varied and prolific. 2. AI adoption does not have to be sophisticated, and you don’t need a big budget. Sometimes you do require specialist (and very impressive) platforms, but a lot of the time the tools are already at your fingertips, like Grammarly, Deepl, NotebookLM and ChatGPT. Lots of people are using AI in their day-to-day, so get stuck in - try different tools, play around with what works and doesn’t, and see what fits you. 3. Perhaps the biggest worry for IR professionals (and compliance): What about using price sensitive information? There was a healthy debate on whether you should be comfortable feeding financially material non-public information into AI, even in closed and protected forums. Make sure you have a robust AI adoption policy that you can stick to, on this matter and others. 4. Check your homework. AI tools can do amazing things, but they are not perfect. We saw this in real time when testing tools, and we know it from past experience. Test your bots and ask if they are sure, ask for links for sources, and always check through what they turn back against source material to see if they match. 5. Think of your audiences, and how they are using AI. AI adoption in IR is moving ahead at pace, and the same is inevitably true of buy-side and sell-side. Think of how your investment audiences will be using and consuming source materials. For example, how does AI adoption vary for retail and institutional investors? Your AI outputs may well become their AI inputs.

Excited to be in London exploring how AI is shaping the future of Investor Relations! ?? ?? Yesterday at the IR Forum – AI & Technology Europe event, organized by IR Impact, I had the opportunity to dive into the latest trends shaping the future of Investor Relations! ?? The power of AI in IR – From enhancing earnings call communications to improving investor engagement and market intelligence, AI is transforming the way IR teams operate. The conversations around secure and effective AI use highlighted that this shift is already happening, and the impact is huge! ?? What’s next? – The challenge now is to leverage these learnings and bring AI-driven innovation into our daily IR practices. Let’s embrace the future of IR with technology, transparency, and efficiency! ?? Iberian Representation – It was a pleasure to exchange insights alongside Javier Rodriguez-Vega from AERI Asociación Espa?ola para las Relaciones con Inversores, ensuring that the Iberian perspective was part of this exciting dialogue. ?? ? ?? Would love to keep the conversation going! If you're also exploring AI in IR, let’s connect and exchange ideas. ??

We’re proud partners of the IR Think Tank, brought to you by BofA Securities & IR Impact, in New York on March 26 - an exclusive, invite-only event for senior corporate IROs. Through expert panels and interactive roundtables, attendees will explore key IR trends, gain data-driven insights and refine their strategies in a confidential setting. Join us for a day of collaboration, candid discussions and actionable takeaways to shape the future of IR excellence. Learn more about this event at https://bit.ly/3Fqo4ts.

Attending the IR Impact Think Tank – West Coast next week? Join Erik Carlson and Emily Tadano to explore how data-driven #IR insights can ensure your financial story reaches and builds trust with the right audience. See you in #SanFrancisco! #InvestorRelations #IRChat

Looking forward to IR Impact’s?East Coast Think Tank in the Big Apple on March 26th. Hope to see many of you there and later at the IR Impact Awards – US!

After a fantastic AI & Tech forum in London yesterday, we're heading to San Francisco, next Thursday, March 20, for the IR Impact Think Tank – West Coast! If you're a senior in-house IRO, don’t miss this opportunity to connect with peers in the roundtables, engage in expert discussions and gain valuable buy-side perspectives on today’s IR landscape. Request your free invite via this link: https://lnkd.in/eWqETmiV We're excited to be hearing from: ??Kate Jackson Hobbs, CFA, equity research analyst, VP at T. Rowe Price ??Lori Keith, portfolio manager and director of research at Parnassus Investments ??Daniel Amir, vice president, finance and head of IR at Unity ??Alexandra Chan, senior director, investor relations at Salesforce ??Friederike Edelmann, VP, IR & corporate sustainability at Central Garden & Pet ??Aron Feingold, VP, IR and corp comms at Geron Corporation ??David Gennarelli, senior vice president, investor relations at Okta ??Glen Hayashi, partner, US investor relations, at SoftBank Group Corp.? ??Victoria Hyde-Dunn, vice president of IR at Informatica ??Myesha Lacy, chief investor and communications officer at Arcellx ??Simon Mays-Smith, vice president of IR at Autodesk ??Chip Newcom, CFA, senior director of IR at Equinix ??Tony Righetti, MBA, vice president of IR at PagerDuty ??Peter Schuman, IRC, vice president, investor relations at Adtran ??Emily Tadano, vice president of IR and ESG at Meritage Homes ??Robert McConnaughey, EVP, head of IR advisory and ESG at Corbin Advisors ??Brad Mills, co-head investor targeting at Citadel Securities ??Peter Siwinski, partner at FGS Global ??Erik Carlson, chief operating officer of Notified ??Christopher Allen, senior director, product marketing at Q4 ??RJ Pellegrino, managing director at TD Securities