
IR Magazine Awards – US
Celebrating IR Excellence
Cipriani 25 Broadway, New York


About the event

WHEN

WHERE
Cipriani 25 Broadway, New York
About the awards
The IR Magazine Awards – US 2024 took place on Wednesday, March 27 in New York. This very special event honored excellence in the investor relations profession across the US.
Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys that fuel the awards. The result: vital benchmarking information on which companies do the best IR. In recent years, the awards program has expanded to recognize more aspects of an IRO’s role as we add new categories to the list and give IR teams the opportunity to nominate themselves.
By popular demand, we present two types of award categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across the US.
For our researched categories, companies do not submit nominations. Instead, hundreds of analysts and investors cast their votes and give their opinions on which companies provide the best IR service. In our nominated categories, companies submit written entries to articulate their success and achievements from the past year, giving any publicly listed company the opportunity to be considered for an award.
Timings
All times displayed are in Eastern Time (ET)
Please note: timings are subject to change
18:00pm
Cocktail reception
19:00pm
Dinner and awards ceremony
22:15pm
After party!
23:30pm
Event concludes
Hall of Fame

Past winners of our coveted IR Impact Awards are invited to be inducted into the IR Impact Hall of Fame. This is an exclusive alum organization reserved only for individual winners of our awards including the categories – Best IR Professional across all cap sizes.
We wanted to provide a platform that offers ongoing recognition for this monumental achievement and an opportunity for our award winners to help shape the future of excellence in the IR community.
Awards by nomination
For our awards-by-nomination categories, individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial team members.
Winners announced!
View the full list of 2024 nominees and winners by clicking here.
If you have any questions, please contact [email protected] or call +44 (0)20 8004 5339.
Categories
Best crisis management
Have you recently dealt with an unexpected event threatening your company’s business or reputation? Tell us about your ‘crisis ready’ plan, the strategy you implemented when the storm hit, and how the IR team’s actions successfully protected or restored shareholder value.
Nominees

JPMorgan Chase & Co

Microsoft

Samsara
Best ESG reporting
Companies face growing demands to inform investors about the risk and opportunities – they face from a range of ESG issues. Describe how your company was able to meet the demands of shareholders looking for substance in ESG reporting?
Best ESG reporting (small to mid-cap)
Companies face growing demands to inform investors about the risk and opportunities – they face from a range of ESG issues. Describe how your company was able to meet the demands of shareholders looking for substance in ESG reporting?
Nominees

Chesapeake Energy Corporation

Diversified Energy Company

First Advantage

ITT

Matador Resources Company

Zurn Elkay Water Solutions
Best innovation in shareholder communications
In this catch-all category, judges are looking for IR teams who have had to think out of the box in the past 12-18 months to update their shareholder communications campaign and keep up with the evolving needs and wants of the investor community. We’re looking for that tiny little spark of innovation that sets your company apart!
Best investor event (large cap)
Did you hold a capital markets day, site visit or other investor event that made your company stand out from the crowd? Tell us how you came up with an original initiative, the way you managed its organization, and how your audience’s expectations were met; audience feedback is also welcome. Both virtual and in-person events can be considered for this award.
Our judges will look for innovative use of data and analysis to optimize your marketing schedule and provide better returns on your IR department and management’s time on the road and at conferences.
Nominees

Fiserv

Ford Motor Company

Moody’s

Prologis

Starbucks Corporation
Sponsored by
Best investor event (small to mid-cap)
Did you hold a capital markets day, site visit or other investor event that made your company stand out from the crowd? Tell us how you came up with an original initiative, the way you managed its organization, and how your audience’s expectations were met; audience feedback is also welcome. Both virtual and in-person events can be considered for this award.
Best investor targeting strategy *New for 2024*
Have you gone above and beyond to reach new investors and tell your company story? Have you recently changed your targeting strategy to reach new prospects, adapt to adversarial circumstances, or get a better return from your investor engagements? We want to hear from you. Our judges will look for innovative use of data and analysis to optimize your marketing schedule and provide better returns on your IR department and management’s time on the road and at conferences.
Best IR during a corporate transaction
How did your IR team go above and beyond to support a recent corporate transaction? Let us know the details. We’ll be looking at the IR team’s involvement in crafting/releasing the messaging for the financial markets and how it organized outreach and dialogue to gain approval from key shareholders.
Best IR website
The IR website is the first point of contact for an IRO’s audience. We want to hear from companies that have developed a best-in-class website displaying top-notch customer experience, engaging content that meets analysts’ and investors’ needs, and multiplatform access.
Nominees

ITT

Revvity

SAP

Valmont Industries

Zscaler
Best use of social media and video
Have your IR teams increased visibility and engagement digitally through the use of different communication channels? Describe the innovative ways you have incorporated video, audio, infographics or webcasts into your IR program. Judges will be looking for evidence of the quality of output, use of creativity and heightened investor and analyst engagement via these channels.
Nominees

Alumni Ventures

Evolus

General Electric

Moody’s

Udemy
Sponsored by
Best use of technology including AI *New for 2024*
Have you harnessed cutting-edge technology like AI to enhance your IR efforts? In this new category, we want to hear about how you have used tools to overcome IR challenges, create efficiencies, enhance intelligence or improve the quality of your IR activities. Judges want to hear about the tools you have used in your IR efforts, how you used them and the measures implemented to ensure safe and responsible use of technology.
Rising star
This award seeks to honor individuals who bring fresh thinking and a unique approach to the profession. This category is open to anyone who has been working in IR for less than 10 years and has less than 15 years of professional experience. *Dylan Wolfinger left Alteryx in January 2024 and is now IR manager at Intapp
Nominees

Alteryx
Dylan Wolfinger*

AvePoint
Jamie Arestia

Boston Scientific
Allysa DeVoe

EnLink Midstream
Brian Brungardt

Sempra
Jenell McKay
How the winners are chosen
The awards-by-nomination categories differ from our traditional researched awards, as individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial team members.
The judging process consists of three simple phases:
Phase one:
Once the entry deadline has passed, the IR Magazine editorial team reviews all submissions and produces the short list
Phase two:
The short-listed entries are shared with an independent judging panel made up of industry experts. The judges review each short-listed entry and select their top two picks per category
Phase three:
The judges come together to discuss, debate and select the final list of winners who will go on to win an award
The judges’ votes are not made public, but their comments may be published in articles or reports after the event. Judges are not required to make comments against every submission.
Meet the judges
We are delighted to announce our judging panel for the 2024 awards! Click on each photo below to find out more.
What our attendees say
Awards by research
Our awards-by-research nominees are determined by the input of hundreds of analysts and portfolio managers, who give their opinions on which companies provide them with the best IR service in the US. Every year we invite any publicly listed company to submit their list of buy and sell-side analysts and portfolio managers, so that they have the opportunity to vote via our survey.
Winners announced!
View the full list of 2024 nominees and winners by clicking here.
If you have any questions on this process or wish to access our data sharing agreement, please visit our Frequently Asked Questions page. For any further queries about the research process, please contact [email protected].
Categories
Best overall investor relations (large cap)
This category covers companies that have most impressed the investment community with their overall IR program. Market cap breakdown: Small cap = below US$2 bn / Mid-cap = between US$2 bn and US$20 bn / Large cap = US$20 bn and over
Best overall investor relations (mid-cap)
This category covers companies that have most impressed the investment community with their overall IR program. Market cap breakdown: Small cap = below US$2 bn / Mid-cap = between US$2 bn and US$20 bn / Large cap = US$20 bn and over
Best overall investor relations (small cap)
This category covers companies that have most impressed the investment community with their overall IR program. Market cap breakdown: Small cap = below US$2 bn / Mid-cap = between US$2 bn and US$20 bn / Large cap = US$20 bn and over
Best investor relations officer (large cap)
This category is for individual IROs whose knowledge of their company and sector and whose ability to build relationships with members of the investment community and to be transparent, accessible and responsive, sets them apart. Market cap breakdown: Small cap = below US$2 bn / Mid-cap = between US$2 bn and US$20 bn / Large cap = US$20 bn and over
Best investor relations officer (mid-cap)
This category is for individual IROs whose knowledge of their company and sector and whose ability to build relationships with members of the investment community and to be transparent, accessible and responsive, sets them apart. Market cap breakdown: Small cap = below US$2 bn / Mid-cap = between US$2 bn and US$20 bn / Large cap = US$20 bn and over
Best IR by a senior management team (large cap)
*Caroline Sullivan has been interim CFO since September 2023, following the departure of Mark Kaye
Nominees

Boston Scientific
Daniel Brennan, CFO & Mike Mahoney, CEO

Microsoft
Amy Hood, CFO & Satya Nadella, CEO

Moody’s
Rob Fauber, CEO & Caroline Sullivan*, CFO

NVIDIA Corporation
Jensen Huang, CEO & Colette Kress, CFO

Palo Alto Networks
Nikesh Arora, CEO & Dipak Golechha, CFO

Zscaler
Remo Canessa, CFO & Jay Chaudhry, CEO
Sponsored by
Best IR by a senior management team (mid-cap)
Nominees

Apellis Pharmaceuticals
Cedric François, CEO & Tim Sullivan, CFO

Badger Meter
Ken Bockhorst, CEO & Bob Wrocklage, CFO

Blue Owl Capital
Alan Kirshenbaum, CFO & Marc Lipschultz and Doug Ostrover, co-CEOs

GATX Corporation
Thomas Ellman, CFO & Robert Lyons, CEO

Permian Resources
William Hickey and James Walter, co-CEOs & Guy Oliphint, CFO

SoFi Technologies
Chris Lapointe, CFO & Anthony Noto, CEO
Nominees
Sponsored by
Best in sector: Communications
Nominees

AT&T

DoorDash

T-Mobile US

Uber Technologies

Verizon Communications

Zillow Group
Best in sector: Consumer discretionary
Nominees

DraftKings

eBay

Hilton Worldwide Holdings

Marriott International

Tractor Supply Company

Wyndham Hotels & Resorts
Best in sector: Consumer staples
Nominees

Central Garden & Pet Co

General Mills

PepsiCo

Procter & Gamble

Target Corporation

Walmart
Best in sector: Energy
Nominees

Cheniere Energy

Chesapeake Energy Corporation

Diamondback Energy

Procter & Gamble

ExxonMobil

Permian Resources
Nominees
Best in sector: Financials
Nominees

Apollo Global Management

Blackstone

JPMorgan Chase & Co

Regions Financial Corporation

SoFi Technologies
Best in sector: Industrials
Nominees

Deere & Co

Eaton

General Electric

Ingersoll Rand

JB Hunt Transport Services

Union Pacific Railroad
Best in sector: Materials
Nominees

Corteva

Ecolab

Newmont Corporation

Owens Corning

The Sherwin-Williams Company

Union Pacific Railroad
Best in sector: Real estate
Nominees

American Tower Corporation

Boston Properties

Camden Property Trust

COPT Defense Properties

Equinix

Prologis
Best in sector: Technology
Nominees

Arista Networks

CrowdStrike Holdings

Microsoft

Moody’s

NVIDIA Corporation

Zscaler
Best in sector: Utilities
Nominees

CenterPoint Energy

CMS Energy Corporation

Exelon Corporation

ONE Gas

Xcel Energy
How the winners are chosen
The first thing to explain is that our awards are different from most others: for our awards by research, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, via a combination of an electronic survey and one-to-one telephone interviews, canvassing the opinions of the people who matter to you most.
July 2023: Sample selection
IR Magazine has been building investment community databases for more than 30 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. These details are combined with IHS Markit’s list of US investment community contacts to produce a total of around 50,000 investors and analysts.
September – November 2023: Telephone survey
The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 250 portfolio managers and analysts across the US and Canada. Many of them participate in the study year after year, but there is always a healthy proportion of new respondents each year as well. As the research progresses, the sample is adjusted to ensure appropriate weightings are maintained.
October 2023: Electronic survey
IR Magazine then conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 200 individual responses from the investment community. These responses then go to Mary Maude Research for initial analysis. The research firm determines what will constitute a representative sample, weighted for industry sector.
Results analysis
Once the survey stage of the research is completed, the final analysis is undertaken. The companies with the highest scores make the short lists for the awards categories, and the points are further analyzed to identify the best exponents of IR by sector. The independence of our research is crucial to the integrity of the whole awards program, so IR Magazine sees the results only once the research is complete. This ensures a transparent, independent set of results that IROs can trust as a valuable bench-marking tool.
January 2024: Short list compiled
IR Magazine receives the results in January and contacts the short-listed companies to give them the good news. The short list is then published to the entire IR community the month before the event.
March 27, 2024: Winners announced
And finally… the winners are announced live at the black tie awards gala on Wednesday, March 27, 2024!
March 2024: Report published
Shortly after the awards, the IR Rankings 2024 is published and made available to IR Magazine subscribers. This report will profile the top ranked companies and reveal information on how they conduct their IR activities and why investors voted for them.
Who attends our awards
Attendees at this event are leading IR practitioners from across the US. Each participant is someone with an established track record and a strategic IR role within their company.
Below is a sample of the 2024 attendees:
JOB TITLE | COMPANY |
---|---|
Job title | Company |
AVP, IR | Macerich |
CEO | Fiserv |
CFO | Apollo |
CFO | Zscaler |
Head of IR | Cara Therapeutics |
Director | FedEx |
Director, IR | Sempra |
Director, IR | Uber |
EVP, Head of IR | Regions |
Executive director, ESG IR | JP Morgan Chase |
Executive director, IR | Estee Lauder |
Head of IR | Performant Corp. |
Head, corporate access | Barclays |
Head, ESG IR | JP Morgan Chase |
Managing Director | Morgan Stanley |
MD, healthcare research | Citi |
MD, IR | State Street |
Senior director | Affirm |
Senior director, IR | American Eagle Outfitters |
Senior director, IR | EnLink Midstream |
Senior director, IR | Johnson & Johnson |
Senior director, IR | SpringWorks Therapeautics |
Senior director, ESG | Dick’s Sporting Goods |
Senior manager, IR | Chesapeake Energy |
Senior, IR manager | DexCom |
JOB TITLE | COMPANY |
---|---|
Job title | Company |
Senipr MD, healthcare research | EverCore ISI |
SVP | The Estée Lauder Companies |
SVP, corporate finance and sustainability | Equinix |
SVP, finance | J.B. Hunt Transport Services Inc. |
SVP, IR | Walmart |
SVP, IR | Zeta Global |
SVP, IR | Moody’s Corporation |
SVP, sustainability | Diversified Energy Company |
VP, finance and IR | Core & Main |
VP, global ESG | Hilton Worldwide |
VP, head of IR | Medtronic |
VP, IR | AvePoint |
VP, IR | Blue Owl |
VP, IR | Central Garden & Pet |
VP, IR | Cheniere Energy |
VP, IR | Ciena Corporation |
VP, IR | Clear Channel Outdoor Holdings |
VP, IR | DMC Global |
VP, IR | Emcor |
VP, IR | First Advantage |
VP, IR | General Electric |
VP, IR | Kyndryl |
VP, IR | Udemy |
VP, IR | Deutsche Bank |
VP, IR and ESG engagement | Starbucks |
Thinking of becoming an event partner?
Our events provide a unique opportunity to get in front of some of the most influential people in the IR community. As a partner, you will gain an extensive amount of exposure through a wide range of print and digital marketing materials, both pre and post event, as well as on the day itself. Additionally, you can use the event to align yourself with IR excellence and network with key decision makers from across the region – the ones pushing the profession forward through innovation.

Coalition for the Homeless

IR Impact is a long-term supporter of the Coalition for the Homeless. The Coalition is doing all in its power to ensure that homeless New Yorkers get the help and protection they need.
Thank you to those who were able to bring along any of the items outlined in the list below, to be donated to those in need through the Coalition.
For further information about their work, please visit coalitionforthehomeless.org.
Register your interest
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