Where I've made the case in public — on what AI is actually good for in investor relations, on activism and crisis response, and on what lean IR teams can do that large ones often can't. The short version of how I came to these arguments is eleven years advising public companies before any of it was automated.
Essays
September 2026What AI actually means for investor relationsThe whole shift is that the cost of paying attention went down. What genuinely moves in IR, what does not, and five questions that separate a working system from a vendor demo.
September 2026Summarization is the least valuable thing an IR AI can doCompression keeps what is central and discards what is unusual, which is the opposite of what an IR team needs from a document. A ladder from compression to interruption, in order of value.
September 2026Be the filter, be the synthesisSummarizing is the cheapest thing a model does, and your own earnings script is the document you least need summarized. The work that actually pays is monitoring — and the gap isn't between teams with AI and teams without, but between tools you have to remember to open and systems that interrupt you when it counts.
In progress
Pieces I am working on. Nothing here is published yet, so nothing here is linked — when one goes up it moves into Essays above, into the RSS feed and into the sitemap.
In progressHow AI Agents Could Change Investor TargetingTargeting has always been a ranking problem solved with a spreadsheet and a Friday afternoon. What changes when the ranking runs continuously and explains itself.
In progressWhat Investor Relations Teams Should Automate — and What They Shouldn’tA practical way to audit an IR workflow: find the decisions you are consistently making late, automate the assembly underneath them, and leave judgment, relationships and the call under pressure with the person.
In progressAI Agents vs. Chatbots for Investor RelationsA chatbot answers a question you thought to ask. An agent does the work and interrupts you when it matters. The distinction sounds like marketing until you try to run an IR calendar on the first one.
In progressHow AI Can Monitor Institutional Investor ActivityWhat is actually observable in ownership and trading data, what has to be inferred, and where the material non-public information line sits — the question that stalls most IR buying decisions.
In progressThe Future of Investor Relations TechnologyFour systems that rarely speak to each other — market, ownership, engagement and CRM — and why the useful signals keep hiding in the gaps between them.
Podcast and panels
Confessions of an IROHost of the series — an unscripted conversation with senior IR leaders about the moments that define the role rather than the best practices that describe it.
Episode 2: when the ground shifts and the playbook goes out the windowWith Francesca DeMartino, Chief Investor Relations Officer at Pfizer, and Julie Dewey, Chief Investor Relations and Communications Officer at Orthofix. A CFO resignation landing days before a clinical data readout, how to tell signal from noise, and what changes when the IRO becomes the orchestrator rather than the one doing everything by hand.
Episode 3: protecting credibility when the plan meets realityOn crisis response and activist pressure. My closing take: get the facts before you form an opinion, hold both management's truth and the market's until the gap closes, and treat credibility as the one asset an IRO cannot afford to lose.
The story behind the story: how IR teams prepare for volatile periodsIR Impact briefing, March 2026, with the IR leads at Insmed and Rivian, on using AI as a force multiplier when markets move faster than the reporting cycle. Where "be the filter, be the synthesis" came from.
Preparing for and pre-empting shareholder activistsThe Investor Relations Society webinar, 23 February 2026. Panel with White & Case and FTI Consulting on activist tactics, early detection through data analytics, and live-situation defense.
Small team, big impact: optimizing earnings calls with fewer resourcesIR Magazine Forum, One Vanderbilt, New York, 13 September 2024. Panel with the IR leads at Diversified Energy, Katapult and Redwood Trust, on how lean teams cover more ground.
At the New York Stock Exchange.
Contact
Speaking enquiries
I'm glad to take panel, podcast and briefing invitations, and equally glad to hear from anyone who thinks the argument is wrong.
