ChatGPT and Generative AI: Opportunities in Investor Relations

September 29, 2023 11:30 AM PST

AI has become the talk of the town, but how is it impacting investor relations?

Can it help with efficiency?

Ease the burden on a small IR team? How can we use AI most productively?

That and more will be discussed at our luncheon event.

Free for members of the NIRI Los Angeles Chapter, $65 for non-members.

RSVP by 9/15/23

Parking: Valet on site paid for by NIRI

Meet the Speakers

Tim Crawford

Tim Crawford is ranked as one of the topmost influential CIOs and regularly quoted in the Wall Street Journal, CIO.com, Forbes, SiliconAngle and TechTarget.

Tim has served as CIO and senior IT roles with global organizations such as Konica Minolta/ All Covered, Stanford University, Knight-Ridder, Philips Electronics and National Semiconductor. He is a board advisor to Latent AI and myElth as well as a member of the Wall Street Journal’s CIO Network. Tim serves as host of the CIO In The Know and CxO In The Know podcasts. The weekly podcasts interview CIOs and top executives to discuss the leading issues facing them today.

Tim holds an MBA in International Business with Honors from Golden Gate University Ageno School of Business and a Bachelor of Science degree in Computer Information Systems from Golden Gate University.

Evan Pondel

Evan Pondel, IRC, is the founder of investor relations and strategic public relations firm Triunfo Partners.

He has been practicing IR and PR for more than 17 years. Previously, he was a business journalist working for publications, including The Wall Street Journal and Los Angeles Daily News, in addition to correspondent work for The Christian Science Monitor and Reuters. He has written extensively on artificial intelligence, most recently for IR Update magazine, in addition to sitting on panels about the effects of AI on creative industries, such as strategic communications.

Evan is an adjunct professor at the University of Southern California where he teaches courses on persuasive writing and crisis communications.

Brian Schardt

Brian Schardt is the CEO of Autopilot, a fintech firm aimed at democratizing wealth management. Under his leadership, Autopilot not only offers tools influenced by the strategies of financial luminaries like Nancy Pelosi, Michael Burry, and Warren Buffett but has also gained significant attention for its Twitter presence, including the notable Pelosi Tracker and the GPT Portfolio. With a solid footing in both technology and finance, Brian's vision for Autopilot is about making complex investment strategies understandable and available to the masses. Outside of Autopilot's operations, he champions the cause of financial literacy, ensuring individuals are equipped to make sound financial choices.