It was emphasized that AI won’t replace humans, Peter McDermott of
Korn Ferry spoke about the dynamics recruiters and job seekers are experiencing in today’s market.
didate expertise during the recruitment process, job hugging, ghosting, hybrid-to-remote options, and filling in the gaps during career downtime. One strong piece of advice McDermott shared was to use your downtime to focus on strengthening your candidacy—consider earning your Investor Relations Charter (IRC)®, MBA, or taking classes to expand your professional development. Equally important as the job market for investor
relations officers is the constant evolution of artificial intelligence (AI) and what IR professionals need to do to stay ahead of the curve. With the help of James Kelly, Senior Managing
Director and Director of Research at Leerink Partners, and Charlie DyReyes, Director of Research and Port- folio Manager at Rockefeller Capital Management, attendees gained insights into how the buy- and sell-side are using AI to streamline their workflow and enhance their diligence processes. Kelly and DyReyes concurred that they view AI
as an enthusiastic and hard-working junior analyst who is eager to please, occasionally misses the mark on details, but despite it all, is here to stay. Tey advised the audience to consider the amount and breadth of information that is being used by the buy- and sell-side in preparation for meetings, such as conducting diligence on competitors, reviewing historical progress and setbacks, and building models.
3 0 FA LL 20 2 5 ■ IR UPDAT E
but humans will be replaced by others if they don’t accept and embrace AI. Te session ended with a discussion on the potential change in quarterly reporting to semi-annually, where both panelists felt that if the change occurred, it would require IR professionals to be more thoughtful and proactive on how they disseminate financial information to their key stakeholders. Te last keynote speaker of the day was Penny
Zenker, aka “Te Focusologist.” She is a best-selling author, award-winning podcast host, and renowned keynote speaker who has been featured on TedTalks, NBC News, Forbes, ESPN, and Wharton Business Radio. During the interactive session, Zenker shared
her simple, yet profound three-step approach (Step Back, Get Perspective, Realign) on resetting your mindset to get unstuck, focus on what matters the most, and reach your goals faster. Using the Rubik’s Cube and a participant from the
crowd, she demonstrated that with the right mind- set, you can solve highly complex challenges—even when there are 43 quintrillion potential outcomes! Zenker’s message was universal and highly impactful with everyone in the room. As the formal programming concluded, the
energy didn’t fade. Attendees transitioned to an elegant covered patio, where music, drinks, and hors d’oeuvres set the tone for a relaxed atmosphere. Conversations continued, connections deepened, and the spirit of IR Elevate lingered – proof that when the IR community comes together with inten- tion, inspiration follows. IR
Lisa Caperelli is Founder of CAP Strategies, LLC and a member of the NIRI Board of Directors and the NIRI Philadelphia Board of Directors;
Lisa.caperelli@
gmail.com
ni ri .org/ irupdate
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