IR Breakfast: Key themes for Investor Relations in 2026 – the impact of AI infrastructure, AI disruption and AI adoption on company valuations
THURSDAY, SEPTEMBER 3, 2026 | 8.00 AM
Thursday, September 3, 2026
8.00 – 9.30 AM (CEST)
Location
Rothschild & Co
Zollikerstrasse 181
8034 Zurich
Presented by
In conjunction with Rothschild & Co, the Swiss IR Club is delighted to host a breakfast and networking event discussing the impact of AI infrastructure, AI disruption and AI adoption on company valuations.
To frame the discussion, George Karamanos, Global Strategist at Rothschild & Co Redburn, will be providing a view on the timing of the AI infrastructure buildup, the valuation implications of AI on AI disrupted companies (e.g. travel & leisure, financial services, software) and lessons from AI adoption by old economy consumer facing companies, while Rothschild & Co.’s Global Investor Advisory team will add their own perspectives.
The objective of this session is to provide some expert insights and a forum to discuss a topic that is on the minds of many IR professionals in 2026.
Agenda
8.00 – 8.30am Guest arrival & coffee
8.30 – 9.30am Discussion & breakfast
Register here
In case the link above is blocked by your firewall. Please register via e-mail at info@irclub.ch