Event start time: 1:00 PM E.T.
Event end time: 5:00 PM E.T.
Category: Seminar
Price: $195 Members; $245 Nonmembers
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The BIG I – Investor and Issuer Invitational Forum

2020 Theme: The Influence of AI in IR


About   |    Agenda   |    Speakers


*Subject to Change
All times in Eastern Time


Tuesday, September 15
1:00-1:15pm Welcome and Orientation
  • Gary LaBranche, President & CEO, NIRI
  • Melissa Plaisance, Board Chair, NIRI, and Group Vice President, Treasury & Investor Relations, Albertsons Companies
1:15-1:45 pm The Influence of New Tech in Asset Management
Quantamental expert Jon Neitzell describes how to turn data overload into opportunity through process. A look at how asset managers integrate data and human research by charting a path between mental heuristics and purely data driven approaches. Includes a use case of an asset manager incorporating all forms of information, including alternative data, into idea generation, portfolio construction and risk analysis to drive outperformance. 
  • Jonathan Neitzell, Founder, Anduril Partners
2:00-2:45 pm State of Advanced Tech in the Buy-side Today and What the Future Holds
A look at innovative and surprising ways the buy-side is using AI, where this trend may be headed, and what it means for the public companies whose equities are at the core of the discussion.
  • Tim Quast, President, ModernIR (moderator)
3:00-3:45 pm Disruptive Technologies and Communications with Investors: Insights from Academia
Academia has begun researching how the latest disruptive technologies such as data analytics and artificial intelligence are reshaping how investors analyze financial communications. Academic thought leaders summarize this intriguing body of work and provide relevant takeaways to help public companies and investor relations professionals engage with investors in the evolving disclosure landscape.
  • Kristi M. Rennekamp, CFA, PhD, Associate Professor of Accounting, Cornell University
  • Blake A. Steenhoven, CPA, PhD Candidate, Cornell University
  • Brian J. White, CPA, PhD, Associate Professor of Accounting, The University of Texas at Austin
4:00-5:00 pm Virtual Happy Hour
Network in small groups with other attendees to share thoughts and takeaways from the day


Wednesday, September 16
1:00-1:10 pm Welcome Back – Recap of Day One
  • Gary LaBranche, President & CEO, NIRI
1:10-1:50 pm Tech Tools
Technology is driving evolution throughout every corner of the capital markets ecosystem including products and services. Get a glimpse of some of the cutting-edge tools now being used by buy-side, traders, investor relations officers and more.
  • Sam Levenson, Founder and Chief Executive Officer, Arbor Advisory Group (moderator)
  • Greg McCall, Co-Founder, President & CFO, Equity Data Science
  • Dan Romito, AVP, IR Business Development & Product Strategy, Nasdaq
  • Evan Schnidman, PhD, Founder, EAS Innovation Consulting
2:00-2:45 pm Merging Megatrends: AI+ESG=Alpha
Investors are now using natural language processing to analyze public company ESG disclosures to evaluate whether companies are backing up their claims with action. Learn how some investors are leveraging AI and ESG data to improve investment decisions, and what companies can do to facilitate this evolving investment style.
  • Emily Chasan, Sustainable Finance Editor, Bloomberg (moderator)
  • Mike Chen, PhD, Director and Lead ML Researcher, PanAgora Asset Management
  • Martina N. Macpherson, FICRS, SVP Strategic Partnerships & Engagement, Moody’s
  • Asha Mehta, CFA, Portfolio Manager, Acadian Asset Management
3:00-4:00 pm Breakout Discussions on AI Topics
Informal, facilitator-led discussions around AI and data topics. Share your discoveries and pose questions to your peers.
4:15-5:00 pm Stakeholder Discussion: Approaching a Strategic Level Consensus
Harnessing the power of the participants’ views to drive consensus around solutions, facilitators from breakout discussions will distill key takeaways. What are the day’s learnings? How to collaborate to achieve mutually advantageous goals? What actions need to be taken and by whom?
  • Gary LaBranche, President & CEO, NIRI
Closing Remarks
  • Melissa Plaisance, Board Chair, NIRI, and Group Vice President, Treasury & Investor Relations, Albertsons Companies


IRC credential holders can claim up to 4 professional development units (PDUs) for participating in this program. IRC-credentialed volunteers and speakers may also earn PDUs. More information is available at www.niri.org/certification.