The Investor Relations Society 2026 Annual Conference took place at a sold-out IET: Savoy Place, on Wednesday 24 June. The conference, entitled “IR as a Trusted Advisor: Creating Opportunity from Uncertainty” examined how the Investor Relations function is evolving to play a broader and more strategic role within organisations. The programme provided insights into emerging opportunities for IROs and practical guidance on strengthening stakeholder engagement.
Amid a persistently challenging listings landscape and continued geopolitical shifts shaping the priorities of key investment community stakeholders, this year’s conference delivered timely insights and practical guidance from senior industry experts across keynote, plenary and breakout sessions. The programme was designed to equip IROs with the tools, perspectives and best practices they need to remain agile and influential as they navigate ongoing structural change and a complex market environment.
“For anyone truly passionate about investor relations and eager to build strong connections with experienced IROs, this is the place to be. The Conference provides a unique platform to engage with IR industry leaders, exchange knowledge, and explore emerging IR trends. ”
Conference Attendee
2026 Annual Conference Highlights
View the 2026 Conference Highlights
Breakout 1 - Who Gets the Meeting? A Buy-Side Q&A on Investor Access in 2026 - Irwin, A FactSet company
Breakout 3 - Maximising engagement with Retail investors through leveraging AI and digital marketing - Edison/Euroland IR
Breakout 4 - The Intelligence Inflection: The Rise of the IRO Agent - Q4
Breakout 5 - How technology is powering the next era of shareholder engagement - Broadridge
Breakout 6 - Radical clarity in the age of uncertainty: a strategic framework for IR leaders - Gather
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AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com.
Irwin, a FactSet Company, empowers IR professionals with the market’s only purpose-built investor relations and capital markets platform. Our solutions integrate precise data and intelligent automation to streamline how teams discover and connect with investors, monitor shareholder changes, and manage every interaction. By centralizing data and reducing manual tasks, Irwin frees IR teams to focus on strategic engagement and relationship building. Irwin serves a global community of public companies and their advisors who rely on our solutions to manage and enhance their investor relations programs. For more information, visit https://www.getirwin.com/ or follow us on LinkedIn.
Black Sun Global is a stakeholder advisory and engagement agency that’s been driving transformation and positive change for ambitious global brands for more than 20 years. With deep expertise in disclosure and reporting, ESG, sustainability, and digital engagement, our award-winning work reshapes how organisations connect with customers, investors, employees, and the wider world.
We’re part of Positive Change Group – a global platform of specialist agencies in reporting, culture and communications. We give clients access to broader expertise as priorities evolve, helping align stories and actions across stakeholder groups and guiding organisations through a world transformed by technology and social expectations.
Computershare Investor Engagement helps companies act with clarity and confidence across the full spectrum of investor relations and governance challenges. Our ecosystem combines Investor Intelligence (near real-time ownership analytics), Investor Relations (software-enabled strategic engagement and communications via ingage), and Georgeson Advisory (activism defence, proxy solicitation and comprehensive support across corporate actions). Together, these capabilities empower Boards, IR teams and governance professionals to understand who holds influence, engage with purpose and shape outcomes. Whether preparing for M&A, navigating ESG scrutiny or building long-term trust, we provide the insight, access and expertise to protect value and drive results.
EQ RD:IR is the global investor relations provider offering a wide range of IR-related analysis, research & advisory services to strategically partner with over 600 public and private companies. From institutional & retail share register analysis to equity targeting across the globe, our tools & services help you understand who and how best to successfully drive relationships with your shareholders. Now aligned with Notified, both under the global registrar EQ, we have broadened our product set to include event management, website hosting, regulatory news distribution via GlobeNewswire & PR monitoring.
For 55 years, Extel’s (formerly Institutional Investor Research) highly recognised survey-based research has produced an independent evaluation of quality across key markets and stakeholder groups – with rankings for top global sell-side research teams and corporate executives setting the industry standard, with a global presence spanning Europe, Emerging EMEA, Asia Pacific, North America and Latin America.
Extel conducts independent research surveys with global investment and sell-side professionals who evaluate and determine the best performing CEOs, CFOs, IROs and IR Programs across these regions. The survey results provide an independent performance validation of IR activities and Executives relative to specific sector and country peers based on multiple assessment criteria and metrics. The market intelligence identifies best practices and empowers greater productivity and efficiency through targeted IR team collaboration and directional guidance for C-Suite investor outreach. It also enables IR to deploy these actionable insights to optimise and improve its strategic positioning based on the direct feedback and assessment by specific stakeholder demographics and prospects.
MUFG Corporate Markets, a division of MUFG Pension & Market Services is a global, digitally enabled business that is committed to empowering a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Our Investor Relations experts are global leaders in shareholder analysis, equity market intelligence including perception studies and targeting, webcasting and shareholder management technology.
Supporting over 1,600 issuers worldwide, we deliver around 1,000 shareholder analyses every month, helping clients navigate shareholder engagement with confidence. Our proactive, tailored approach ensures that every investor relations programme is positioned for success in an evolving regulatory landscape.
Q4 Inc. is the world’s leading IR Ops platform, designed to unify and simplify the complex workflows between public companies and the investment community. Supporting more than 2,600 global brands, over 50% of the S&P 500, the AI-enabled Q4 Platform combines the largest amount of proprietary investor data with behavioral intelligence—helping C-suite executives and investor relations teams attract the right capital and drive premium valuations.
By unifying the entire IR lifecycle into a single, AI-enabled ecosystem, Q4 streamlines the core pillars of the profession: delivering earnings, sustaining a corporate narrative, managing guidance and analysts, and targeting investors with precision. From investor websites and virtual events to IR CRM, stock surveillance, and consensus management, Q4 provides a comprehensive suite of solutions that empowers IR teams to manage every touchpoint of their investor strategy.
Headquartered in Toronto, with a presence in New York, India, San Francisco, Boston, Mexico and London, Q4 is committed to providing the secure and compliant infrastructure that modern IR teams demand. Learn more at www.q4inc.com.
QuantiFire provides Market Clarity for Listed Companies.Most IR programmes, and the board reports built on them, still rely on impression: a sense of investors’ mood, some broker calls and some guesswork. QuantiFire replaces that with evidence.
We deliver Capital Markets Signal Intelligence that maps the investor journey from attention to conviction as structured data.
One recurring service, three outcomes that compound over time: the insight to know where to focus, the data to prove the impact of IR, and board-level credibility where “I think” is retired from the conversation.
Trusted across the FTSE 100 and major international indices, with client renewals above 95%.
RMS Partners – Making Connections That Matter
RMS Partners is a specialist investor relations consultancy dedicated to helping listed companies build strong, lasting relationships with the right investors. We craft tailored investor relations strategies that align
your investment case with the right investor, ensuring your story resonates in the capital markets.
Leveraging our extensive network and proprietary database, we connect clients with active, long-term investors, including private client wealth managers who oversee more than £1.2 trillion.
Our proactive approach includes arranging impactful investor roadshows – over 2,500 meetings in the last 12 months – and delivering rapid feedback to refine messaging and understand the market’s view. Serving FTSE 100, FTSE 250, AIM-listed businesses, and international companies, we provide
expertise across all sectors.
At RMS Partners, we don’t just facilitate meetings – we create opportunities that help to drive demand, liquidity and growth.
Breakwater Capital Markets: Built for the Future.
Breakwater Capital Markets brings distinctive judgment and deep market insight to the decisions that shape valuation, command investor confidence, and position companies for enduring leadership.
Our proprietary Valuation Operating System (VOS) transforms how companies build and defend value, integrating market intelligence, compelling equity narratives, and precision investor engagement into a single, powerful engine. The result: sharper perception, stronger confidence, and resilient valuation in an increasingly complex global environment.
Trusted by boards, management teams, and investors worldwide, we help leaders anticipate shifts, seize opportunity, create advantage, and excel on the most demanding stage, driving sustained value creation.
Our proprietary Valuation Operating System (VOS) focused solutions include:
Broadridge Financial Solutions is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge Investor Insights is an analytics platform that gives issuers a comprehensive understanding of their investors and voting patterns. Issuers can use the built-in artificial intelligence to identify opportunities for increased investor engagement and participation in the voting process.
A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
Edison Group stands at the intersection of capital and insight. As a global investment research and investor relations firm, it bridges the vital gap between ambitious companies and the investors who power them. With an international footprint, Edison transforms complex market data into clear, actionable intelligence.
Whether through deep-dive equity research or strategic investor relations, it empowers businesses to tell their story effectively and help investors navigate global markets with confidence. Edison is where clarity meets opportunity, helping you see the true value in an increasingly complex financial world.
Euroland IR is a global provider of Investor Relations and Corporate Communications solutions, helping publicly listed companies enhance transparency and engagement with the investor community. We deliver a comprehensive suite of services, including purpose-built AI for IR, financial reporting tools, regulatory news distribution, and shareholder targeting.
Our standard-setting technology enables companies to manage and disseminate financial information efficiently, ensuring consistency and accessibility across multiple channels and markets. We support our clients in strengthening relationships with investors, analysts, and other stakeholders.
Euroland IR is particularly recognised for our bespoke approach, serving a diverse portfolio of clients ranging from small-cap firms to large multinational corporations. By combining digital innovation with deep expertise in capital markets, we play a key role in helping stock-listed companies tell their equity story effectively, maintaining investor confidence.
Gather is a creative communications consultancy specialising in brand, corporate reporting, digital and sustainability.
We support the evolving needs of companies by providing stakeholders with frictionless access to the information they want and by building engagement and trust with people and algorithms. Our approach simplifies your story for clarity and creates assets that enhance engagement.
We ‘embrace your difference’, using what makes you different as a golden thread to make your communication clearer and more concise. And we ‘super-connect’ your communication so your channels can play distinct yet complementary roles.
Gather London | Joined-up communications in a changing world.
Irwin, a FactSet Company, empowers IR professionals with the market’s only purpose-built investor relations and capital markets platform. Our solutions integrate precise data and intelligent automation to streamline how teams discover and connect with investors, monitor shareholder changes, and manage every interaction. By centralizing data and reducing manual tasks, Irwin frees IR teams to focus on strategic engagement and relationship building.Irwin serves a global community of public companies and their advisors who rely on our solutions to manage and enhance their investor relations programs. For more information, visit https://www.getirwin.com/ or follow us on LinkedIn.
Alpha Terminal provides Investor Relations website tools that help listed companies communicate clearly and effectively with existing and prospective investors. Our solutions include share price data, interactive charts, historical look-up tools, trade data, and dividend calculators, all designed to integrate seamlessly into your IR website.
With customisable designs, rapid deployment, and reliable performance, we help companies deliver a professional investor experience with minimal development effort. Our experienced UK-based team works closely with clients to create tailored solutions that align with their branding, requirements, and timelines, supported by responsive service and fast turnaround times from concept through to delivery.
Our sector focused UK Investment Banking team provides a comprehensive suite of advisory and capital markets services tailored to the unique needs of each corporate client. We combine deep market insight, sector expertise, and strong relationships with investors to deliver exceptional outcomes for clients. Utilising Berenberg’s unique equities platform across the UK, Europe and North America, we provide our corporate clients with seamless access to the widest pools of capital.
BRR Media is the UK’sspecialist investor communications production company, trusted by listed businesses to deliver results presentations, AGMs and Capital Markets Days - live, hybrid and on demand.
Our in-house teams deliver broadcast-quality technical solutions and create compelling content that keeps investor audiences engaged. From fully managed live events to edited on-demand creative film, we handle the complete workflow - freeing IR teams to focus on the message, not the mechanics.
Our Engage Investor platform makes it simple to reach retail and private shareholders with accessible, compliant content, widening the audience beyond institutional investors.
Get in touch: uksales@brrmedia.co.uk | 020 3435 7010
EQ RD:IR is the global investor relations provider offering a wide range of IR-related analysis, research & advisory services to strategically partner with over 600 public and private companies. From institutional & retail share register analysis to equity targeting across the globe, our tools & services help you understand who and how best to successfully drive relationships with your shareholders. Now aligned with Notified, both under the global registrar EQ, we have broadened our product set to include event management, website hosting, regulatory news distribution via GlobeNewswire & PR monitoring.
At Lavery Associates, we specialise in independent, conflict-free investor perception research that helps companies strengthen their relationships with the investment community and other key stakeholders. Our research is designed to deliver clear, data-driven, actionable intelligence that supports decision-making, improves communications, and ultimately enhances valuation while mitigating future risk.
In today’s volatile geopolitical and economic climate, it’s increasingly difficult for companies to distinguish between noise and what truly matters. This makes it more critical than ever to gain a deep understanding of their audience’s thoughts, expectations, and concerns.
Our approach to investor perception research goes beyond simply gauging how your company is viewed – it serves as a strategic asset that equips leadership with the clarity and confidence needed to make informed decisions, strengthen relationships, and drive long-term value.
RMS Partners – Making Connections That Matter
RMS Partners is a specialist investor relations consultancy dedicated to helping listed companies build strong, lasting relationships with the right investors. We craft tailored investor relations strategies that align
your investment case with the right investor, ensuring your story resonates in the capital markets.
Leveraging our extensive network and proprietary database, we connect clients with active, long-term investors, including private client wealth managers who oversee more than £1.2 trillion.
Our proactive approach includes arranging impactful investor roadshows – over 2,500 meetings in the last 12 months – and delivering rapid feedback to refine messaging and understand the market’s view. Serving FTSE 100, FTSE 250, AIM-listed businesses, and international companies, we provide
expertise across all sectors.
At RMS Partners, we don’t just facilitate meetings – we create opportunities that help to drive demand, liquidity and growth.
Q4 Inc. is the world’s leading IR Ops platform, designed to unify and simplify the complex workflows between public companies and the investment community. Supporting more than 2,600 global brands, over 50% of the S&P 500, the AI-enabled Q4 Platform combines the largest amount of proprietary investor data with behavioral intelligence—helping C-suite executives and investor relations teams attract the right capital and drive premium valuations.
By unifying the entire IR lifecycle into a single, AI-enabled ecosystem, Q4 streamlines the core pillars of the profession: delivering earnings, sustaining a corporate narrative, managing guidance and analysts, and targeting investors with precision. From investor websites and virtual events to IR CRM, stock surveillance, and consensus management, Q4 provides a comprehensive suite of solutions that empowers IR teams to manage every touchpoint of their investor strategy.
Headquartered in Toronto, with a presence in New York, India, San Francisco, Boston, Mexico and London, Q4 is committed to providing the secure and compliant infrastructure that modern IR teams demand. Learn more at www.q4inc.com.
AlphaSense is the AI platform redefining market intelligence and workflow orchestration, trusted by thousands of leading organizations to drive faster, more confident decisions in business and finance. The platform combines domain specific AI with a vast content universe of over 500 million premium business documents — including equity research, earnings calls, expert interviews, filings, news, and internal proprietary content. Purpose-built for speed, accuracy, and enterprise-grade security, AlphaSense helps teams extract critical insights, uncover market-moving trends, and automate complex workflows with high quality outputs. With AI solutions like Generative Search, Generative Grid, and Deep Research, AlphaSense delivers the clarity and depth professionals need to navigate complexity and obtain accurate, real-time information quickly. For more information, visit www.alpha-sense.com.
Broadridge Financial Solutions is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Broadridge Investor Insights is an analytics platform that gives issuers a comprehensive understanding of their investors and voting patterns. Issuers can use the built-in artificial intelligence to identify opportunities for increased investor engagement and participation in the voting process.
A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
BRR Media is the UK’sspecialist investor communications production company, trusted by listed businesses to deliver results presentations, AGMs and Capital Markets Days - live, hybrid and on demand.
Our in-house teams deliver broadcast-quality technical solutions and create compelling content that keeps investor audiences engaged. From fully managed live events to edited on-demand creative film, we handle the complete workflow - freeing IR teams to focus on the message, not the mechanics.
Our Engage Investor platform makes it simple to reach retail and private shareholders with accessible, compliant content, widening the audience beyond institutional investors.
Get in touch: uksales@brrmedia.co.uk | 020 3435 7010
Computershare Investor Engagement helps companies act with clarity and confidence across the full spectrum of investor relations and governance challenges. Our ecosystem combines Investor Intelligence (near real-time ownership analytics), Investor Relations (software-enabled strategic engagement and communications via ingage), and Georgeson Advisory (activism defence, proxy solicitation and comprehensive support across corporate actions). Together, these capabilities empower Boards, IR teams and governance professionals to understand who holds influence, engage with purpose and shape outcomes. Whether preparing for M&A, navigating ESG scrutiny or building long-term trust, we provide the insight, access and expertise to protect value and drive results.
EQ RD:IR is the global investor relations provider offering a wide range of IR-related analysis, research & advisory services to strategically partner with over 600 public and private companies. From institutional & retail share register analysis to equity targeting across the globe, our tools & services help you understand who and how best to successfully drive relationships with your shareholders. Now aligned with Notified, both under the global registrar EQ, we have broadened our product set to include event management, website hosting, regulatory news distribution via GlobeNewswire & PR monitoring.
Irwin, a FactSet Company, empowers IR professionals with the market’s only purpose-built investor relations and capital markets platform. Our solutions integrate precise data and intelligent automation to streamline how teams discover and connect with investors, monitor shareholder changes, and manage every interaction. By centralizing data and reducing manual tasks, Irwin frees IR teams to focus on strategic engagement and relationship building.Irwin serves a global community of public companies and their advisors who rely on our solutions to manage and enhance their investor relations programs. For more information, visit https://www.getirwin.com/ or follow us on LinkedIn.
London Stock Exchange is proud to set the stage for your success, where ideas meet capital and become reality. We connect companies, countries, and investors in the real world to make measurable and positive differences across the globe.
Our Issuer Services platform is at the heart of the relationship between Issuer Investor Relations and Treasury teams, investors and advisors. The platform provides data, investor relations communications tools and insights to assist IR and Treasury professionals with their day-to-day workflows.
Investor Relations meetings shape market perception and investor confidence. Lumi Global helps Investor Relations teams deliver professional, engaging, and interactive IR events that connect companies with investors, analysts, and stakeholders across all channels.
The Lumi Platform supports earnings calls, investor days, capital markets days, and ESG events in one seamless environment. In-room and virtual participants can access presentations, ask questions, and engage with management in near-real time, creating a transparent and accessible investor experience.
Combined with Lumi Global’s experienced event delivery and production support, IR teams gain confidence that every meeting will run smoothly, strengthen investor relationships, and present their organisation in the best possible light.
Modular Finance builds intelligent software powered by unique, high-quality shareholder data.Our Investor Relations products are used by more than 900 listed companies to automate tasks, make smarter decisions, and engage investors more effectively.
Our Products for Investor Relations
Monitor: IR platform that combines dynamic shareholder analysis (SRA) with tools for investor CRM and targeted outreach.
Estimates: Provides broad analyst coverage and reliable, tailored data for each company’s key metrics.
At the nexus of the capital markets, Nasdaq IR Intelligence has built an ecosystem of solutions designed to empower IR professionals with purpose-built technology, AI-driven intelligent workflows, and decades of unique proprietary data and insights, bolstered by an experienced advisory team. Our integrated solutions can help IR professionals simplify routine tasks, access real-time market insights, and capture and showcase ROI.
Confidently navigate the capital markets, turning unpredictability into strategic opportunities and actions.
OpenExchange is the trusted virtual communications partner for investor relations teams and the financial community. We specialize in professionally managed virtual and hybrid events including earnings calls, investor days, capital markets days, analyst meetings, shareholder communications, and executive presentations. Trusted by leading public companies, investment banks, and institutional firms, OpenExchange combines expert project management, global event support, and flexible technology solutions to deliver seamless, high-quality experiences. Our platform-agnostic approach integrates with Zoom, Microsoft Teams, Webex, and other leading technologies, helping IR teams execute high-stakes communications with confidence, reliability, and exceptional audience engagement worldwide.
Quartr is the market-leading AI partner for first-party IR material, leading globally in coverage of live public company events. Through Quartr Pro, structured and queryable real-time IR data is delivered to more than 700 of the world’s leading IR professionals, hedge funds, asset managers, and equity researchers.
Q4 Inc. is the world’s leading IR Ops platform, designed to unify and simplify the complex workflows between public companies and the investment community. Supporting more than 2,600 global brands, over 50% of the S&P 500, the AI-enabled Q4 Platform combines the largest amount of proprietary investor data with behavioral intelligence—helping C-suite executives and investor relations teams attract the right capital and drive premium valuations.
By unifying the entire IR lifecycle into a single, AI-enabled ecosystem, Q4 streamlines the core pillars of the profession: delivering earnings, sustaining a corporate narrative, managing guidance and analysts, and targeting investors with precision. From investor websites and virtual events to IR CRM, stock surveillance, and consensus management, Q4 provides a comprehensive suite of solutions that empowers IR teams to manage every touchpoint of their investor strategy.
Headquartered in Toronto, with a presence in New York, India, San Francisco, Boston, Mexico and London, Q4 is committed to providing the secure and compliant infrastructure that modern IR teams demand. Learn more at www.q4inc.com.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), the world’s foremost provider of financial information and services to the capital markets. Trusted by more than 2,500 corporate issuers, our market-leading data and expertise drive workflows across your organization so you can effectively monitor the markets, obtain, and retain shareholders, manage stock valuation, and decrease volatility — all from a trusted source dedicated to investor relations. For more information, visit Issuer Solutions | S&P Global Market Intelligence (spglobal.com).
S&P Global has been providing essential intelligence that unlocks opportunity, fosters growth, and accelerates progress for more than 160 years.
Stoneway is a strategic communications and engagement consultancy with offices in London and South Africa.
Partnering with clients to build resilient brands and enduring relationships with the audiences that matter most, we combine strategic advisory with creative activation, as we recognise that effective communications today require alignment between insight, narrative and execution across multiple stakeholders.
At the heart of our ethos is “Challenge Accepted”, reflecting the role it plays when organisations reach pivotal moments that challenge their futures – testing reputation, growth, leadership and trust.
For more information, visit Stoneway.co or follow us on LinkedIn.
