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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!
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