Friday, September 20, 2024
8:00 a.m. to 5:00 p.m.
150 North Riverside
150 N. Riverside Plaza
Chicago, IL 60606
Summary: Understanding Your Stock Price
Presentation: Understanding Your Stock Price
Summary: AI for IR: From Implementation to Execution
Summary: Sustainability
Summary: A View from Above: A Fireside Chat with Fortune 500 CFOs
Summary: Keynote: Identifying Your Stock’s Critical Factors
Presentation: Identifying Your Stock’s Critical Factors
Summary: Shareholder Optimization: Balancing the Shift in Passive and Active Funds
Agenda
Investor relations is an ever-evolving practice with objectives that can vary depending upon the size of the company and the goals set forth by the company’s leadership. Over the past several decades, investor relations has evolved into a strategic function supporting executive leadership and the Board of Directors. The role of investor relations continues to expand in scope and complexity as it communicates and engages with investors and analysts, manages Wall Street expectations and influences company strategy. In recent years, sustainability and governance have become a more important core competency, and artificial intelligence (AI) is now on the doorstep with promises to enable more efficiency and real-time insights. With so many changes and increased expectations, the role of the investor relations officer seems to be at an inflection point.
Keynote
Jim Valentine, CFA, DBA, managing partner of Analyst Solutions, will share his views on how IROs are often tasked to be "internal equity analysts" and will address why fundamental analysis and identifying your company's "critical factors" are even more important now, despite ongoing active to passive shift.
Understanding Your Stock Price
Valuation theory runs the gamut based on industry, company size and other factors. Fully understanding your shareholder base and the metrics prioritized by investors empowers IR professionals to effectively connect with potential shareholders and deliver insights on investor behavior to internal stakeholders.
AI for IR: From Implementation to Execution
How can artificial intelligence (AI) be integrated into your investor relations program? Our panel features IT experts on the essentials of secure corporate implementation, alongside industry experts discussing advanced use cases and practical, real-world examples of how AI can expand an IR team’s capabilities.
Sustainability
A focus on sustainability information quantity over quality fails to recognize and address issues that truly matter to a given business and its stakeholders. At this inflection point, many companies need to clarify what is material to them. Our panelists will guide IR officers on how to achieve a balanced approach to environmental stewardship, social responsibility and economic viability. We will explore strategies for maintaining a strong defense on essential issues while highlighting differentiated areas that can stand out to investors.
A View from Above: A Fireside Chat with Fortune 500 CFOs
Investor communication is a skill that many CFOs learn on the job or in a previous IR role. However, shareholder communication methods and objectives have evolved over time. In this session, CFOs will discuss their views of IR goals, the impact of passive fund popularity on the shareholder base, and the role of technology in investor relations. Additionally, we will explore career paths leading to the CFO role and how the C-suite’s view of investor relations has changed and will continue to evolve.
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