IR Forum – AI & Technology Europe: Charting the Future of Investor Relations
As artificial intelligence and machine learning become increasingly integral to investor relations, governance, and corporate communications, the IR Forum – AI & Technology Europe, presented by IR Impact, will convene in London on Thursday, March 13, 2025. Publicly listed companies are grappling with the ethical implications, accuracy, and data privacy concerns associated with this transformative technology, and this forum is designed to provide clarity and guidance.
Event Details
- Date: Thursday, March 13, 2025
- Location: America Square Conference Centre, London
The forum aims to give IR teams a practical roadmap for responsibly leveraging AI to enhance their IR programs. Attendees will gain insights from AI experts from the buy-side, specialists from tech companies, and IR professionals who have successfully integrated AI into their operations. The event will feature actionable checklists and best-practice guides for implementing an AI-powered IR strategy in 2025. A standout feature of this year’s forum is the hands-on workshops where attendees can experiment with various AI tools in a secure environment, free of risk.
Agenda Highlights
The comprehensive agenda includes:
- 8:15 am: Registration, Breakfast, and Networking
- 8:55 am: Welcome to the IR Forum
- 9:00 am: AI and Technology – a Year On. This session will explore the exponential growth of AI, diving into the latest use cases, like the automation of routine tasks like financial reporting and compliance. It will also discuss the crucial role of AI in sustainability metrics, ensuring compliance with regulations like the EU’s CSRD, and will analyze the ethical considerations and frameworks for transparency, accountability, and fairness in application.
- Moderator: Steve Wade, head of content, IR Impact
- Panelists:
- Liz Attah, product manager – research applications, Bloomberg
- Nick Stone, senior vice president, head of investor relations, Fresenius
- Isabel Vilela, head of investor relations and corporate communications, GoviEx Uranium
- Irina Zhurba, director of investor relations and sustainability, Mister Spex
- 9:30 am: Workshop – AI-Powered Research Tactics, Competitive Intelligence, and Analysis. Attendees will learn to use AI for tasks such as summarizing analyst notes, drafting management emails, preparing for Q&A sessions, and analyzing data slides.
- Facilitator: Bryan Kloster, manager investor relations, AutoNation
- 10:05 am: Navigating the Different Stages of Your AI Adoption Journey: Assessment, Implementation, and Usage. This panel will offer insights on assessing AI’s potential, developing implementation strategies, and overcoming challenges such as change resistance and lack of expertise.
- Moderator: Laurie Havelock, editor, IR Impact
- Panelists:
- Richard Manning, head of investor relations, International Workplace Group
- Claudia Thome, senior vice president investor relations, CompuGroup Medical
- Müge Yücel, director of investor relations & sustainability, Galata Wind
- 10:35 am: Networking Break
- 11:05 am: Using AI to Efficiently and Effectively Gather Market Intelligence. This session will focus on how AI can transform the process of competitive analysis and the tools available for quickly extracting insights from market data.
- Moderator: Steve Wade, head of content, IR Impact
- Panelist: Daniel Sanchez-Grant, senior vice president, international and UK country director, AlphaSense
- 11:40 pm: Workshop – Pillars Where AlphaSense Can Supercharge Your IR Program Today. This interactive session will demonstrate how AlphaSense’s AI-driven insights can enhance investor communications, market monitoring, and strategic planning.
- 12:15 pm: Demo – Leveraging AI and Platform to Elevate IR. This session will feature Tanya Thomas, EVP EMEA at Q4, showcasing how AI is reshaping IR strategies, consolidating tech stacks, and driving improved data analysis and actionable insights.
- 12:50 pm: Lunch
- 1:50 am: Using AI in a Secure and Accurate Way. This panel will explore how to balance the benefits of AI with the critical need for data governance, regulatory compliance, and human oversight, addressing concerns about data quality and security.
- Moderator: Laurie Havelock, editor, IR Impact
- Panelists:
- Fredrik Erlandsson, head of corporate communications and investor relations, NIBE
- Yvonne Harley, director of investor relations and sustainability, NCC Group
- Richard Manning, head of investor relations, International Workplace Group
- 2:20 pm: Workshop – Leveraging AI and Technology to Customize Earnings Call Communications for Investor Insights. Attendees will use AI-powered tools to analyze earnings presentations, learn to adapt their language based on investor evaluations, and test how word choices impact those scores.
- Facilitator: Chris Blake, executive director of product innovation within issuer solutions, S&P Global Market Intelligence
- 3:00 pm: Reading the Room: What Do Investors Need from IROs? This session explores how investors utilize AI and technology in their decision-making processes, and how IROs can adapt their IR programs to align.
- Moderator: Steve Wade, head of content, IR Impact
- Panelists:
- David Grunfeld, founder and CEO, aiiro AI
- Ross Hawley, head of investor relations, ZIGUP
- Stefanie Mollin, co-portfolio manager – global equities, GIB Asset Management
- 3:30 pm: Networking Break
- 4:00 pm: Workshop – Discover How Your Peers Are Effectively Using Free and Easily Accessible Technology. This hands-on workshop will explore everyday AI tools and their application in IR, including Co pilot and ChatGPT.
- Facilitator: Yvonne Harley, director of investor relations and sustainability, NCC Group
- 4:30 pm: What Next for AI in 2025: Challenges and Opportunities. This final session will discuss the future of AI in IR, examining how AI is rapidly evolving, impacting the role of the IRO, and how IR teams can maximize the benefits of efficiency savings.
- 4:55 pm: Closing Remarks and Drinks Reception
- 6:00 pm: End of Drinks Reception
For those interested in attending, registration details and ticket information are available on the IR Impact website.
