Strengthening the Narrative and Closing the Valuation Disconnect: Where the Capital Markets Meet Messaging

May 19, 2026 11:30 AM ET

 

For the first time

NIRI Virtual Chapter and CFA Society New York

unite to move beyond talking points.

 

 

Tuesday, May 19 | 11:30 AM - 7:00 PM

In–Person & Livestream Options

 

In–Person Seating is Limited

Hybrid-CFA Society NY

1540 Broadway, 10th Fl

New York, NY 10036

 

 

 

Overview:

This session will provide actionable insights on how companies and the buy-side can align in a 2026 market defined by information overload.

 

Key Themes:

  • Filtering Out the Noise: Communications expert Richard Torrenzano dissects the new world of information warfare—how synthetic narratives, rapid-fire social media, and AI-driven data further obscure key messages.

 

  • The High-Conviction Lens: A transparent look into what specific data points and signals actually move the needle for investors, and how IR communication can bridge that gap.

 

  • The Earnings Process Demystified: Real talk on managing expectations when the landscape is shifting daily. How IROs and analysts can calibrate signals for impact.

 

  • Decisions at the C-Suite Level: CFOs discuss how IR feedback is processed and incorporated.

 

 

Why This Matters for You

This is a unique and exclusive event bringing together professionals from a range of Investor Relations, Capital Markets and Financial Leadership roles to learn more about aligning messaging to market dynamics.

 

For the CFA:

Learn exactly how IR teams are curating the information you rely on and gain insight into deciphering corporate communication.

 

For the IR Professional:

Understand the precise “transparency” that high-conviction investors demand to further conduct due diligence.

 

Additional details are included below, with more speakers to be announced soon.

 

Pricing:

 

We are very excited to offer two options for attending - in person, or virtually via livestream. Either way, the Virtual Chapter is offering a special discount for our chapter members, so don't miss out on this unique opportunity.

 

To Attend In Person

$35 NIRI VC Members (*Special Discount For Members*) | $75 Non-VC NIRI Members/CFA Members | $150 Non-NIRI/Non-CFA Members

 

Livestream Access

$20 NIRI VC Members (*Special Discount For Members*) | $40 Non-VC NIRI Members/CFA Members | $50 Non-NIRI/Non-CFA Members

 

 

 

The Valuation Gap Summit

A zero filtered exchange between IR and Wall Street

 

 

11:30 AM | REGISTRATION

 

12:00 PM | NETWORKING LUNCH

 

1:00 PM | WELCOME & KICKOFF

 

1:10 PM | AI, IR, AND THE NEW WORLD OF INFORMATION & AUTOMATION

 

2:00 PM | THE BUYSIDE WHISPER: How IROs manage pre-earnings communications, and how to communicate effectively in this transformed landscape

 

Walter B. Stackow, CFA, CSRIC, Sr Equity Research Analyst – Consumer, Thrivent Asset Management

 

2:45 PM | BREAK

 

3:00 PM | PRESENTATION: Protecting Business, Brand and Reputation: Mastering and Winning the AI Digital Battlefield

 

Richard Torrenzano, Chief Executive, The Torrenzano Group

 

3:30 PM | EXPLORING THE HEDGE FUND PROCESS: Deep dive into investor expectations

 

Neil Guha, Senior Analyst, Balyasny Asset Management L.P.

 

4:30 PM | BREAK

 

4:45 PM | CFO PANEL: An exploration on their interactions with investors and how it can influence broader strategy and capital allocation

 

5:45 PM | NETWORKING RECEPTION

 

*Additional speakers to come

 

We would like to thank our exclusive event sponsor for helping make this event possible! 

 

Outkreate

 

 

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