International
Investor Relations, Marketing & Communications Forum Europe 2023
27 - 28 September 2023,
Grand Connaught Rooms, London
Driving the evolution of Europe’s private market fundraising
The Investor Relations, Marketing & Communications Forum: Europe takes place at Grand Connaught Rooms in London on 27 – 28 September 2023.
Hear from industry leaders driving evolution inside and outside of their organisations. Speakers you’ll hear from have been drivers of the significant growth that has recently transformed private markets.
Join your peers from leading private market firms for two days of networking at the must-attend event for fundraising, investor relations, marketing, and communications professionals.
Cultivate new relationships with industry professionals during one-to-one meetings and group discussions. Converse with your peers to exchange best practices for delivering optimal client services, adapting to sustainability demands, creating unique cross-platform content, and much more.
What can you expect at the forum?
Event content with value
Explore key strategies, discuss industry trends, and carve out your niche by attending panels and participating in the many networking sessions.
Gain exclusive insights
Hear 50+ experts speak about how the holistic private asset landscape affects your fundraising efforts and marketing strategy.
Meet leaders in private markets
Gather with a community of private market professionals to build lasting relationships, discuss best practices, and benchmark against competitors.
Key event themes from 2022
- The shift toward an increasingly holistic private asset landscape
- The future of AGMs and investor meetings
- ESG demands, expectations, and frameworks
- Maintaining consistent messaging across asset classes
- How to tailor your approach by region
- Embracing new digital tools and capabilities
- Balancing cost, resource, and expertise across campaigns
- How to maximise your outreach to high-net-worth, single-family offices, and other retail investors
- Best practices for pushing the inclusion and diversity agenda internally and externally
Browse the 2022 attendees
Connect with IR professionals in private markets
2022 advisory board
Leaders guiding the content
Testimonials
Antin Infrastructure Partners
Catherine Campbell, Director
The content was top quality and agenda was well-executed.
Mercator
Steven Rothberg, Partner
The panels were all informational and stimulating, and the scale of the event made it manageable, in terms of meeting other attendees.
QIC
Lindsay Scully, Principal
Great event; informative and timely content.
Pre-Event Resources
Be part of industry-leading events for global private equity professionals
Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.
Our leading advisory board from 2022

Gerald Carton
Partner, Coller Capital

Chris Davison
Partner, Head of Investor Relations, Permira

Nicole Downer
Managing Partner, MV Credit

Claire Fraser
Head of Marketing & Communications, Allianz Real Estate

Kristina Kuhnke
Head of Investor Relations and Business Development, RoundShield

Sophie Littler
Associate Director, Fundraising & Investor Relations, LendInvest

Daria Litvinova
Partner, Head of Investor Relations, Vauban Infrastructure Partners

Kristina Matthews
Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Danai Musandu
Senior Investor Relations Associate, HPE Growth

Ellinor Schrewelius
Director, Investor Relations, Verdane
2022 agenda
For more information about the agenda, please contact James Hatwell.
james.hatwell@peimedia.com | +44 (0) 20 3994 7961
Agenda
Day 1 - Wednesday 5th
Introduction from PEI
Alistair Drennan, Senior Producer, PEI Media
Chairperson’s Welcome Address for the PEI IR, Marketing & Comms forum
Danai Musandu, Senior Investment Relations, HPE Growth

Keynote: What LPs want from their private fund managers
- What kind of messaging and communication most appeals to LPs and catches attention in the current landscape?
- What information do investors need to see to make an informed decision?
- The importance of a tailored, quality customer service and communications throughout the relationship
- ESG – increasing demands for targets, data and transparency in private markets
Moderator: Daniel Schieferdecker, Sales Specialist Private Markets, Nasdaq Private Fund Solutions





The evolving investor relations role in private markets
- How is the investor relations role evolving and becoming more multi-faceted?
- Fundraising, product development, business intelligence, client service – which areas are the most fundamental at present for IR leaders?
- How will the increase in remote working and virtual meetings have a long-lasting impact on investor relations professionals?
Moderator: JD David, Managing Director, MJ Hudson






IR, Comms & the ESG conundrum
- Real-time reporting frameworks – how will IR teams manage increasingly sophisticated client requests and expectations?
- Ensuring you steer clear of greenwashing in the business development, marketing & fundraising processes
- Engagement within the portfolio to ensure ESG targets are met
- Impact of margin ratchets, credit lines and other ESG-related innovations in private markets
- COP26 fallout and how this has focused LPs mindsets
Moderator: Dave Armon, CEO, 3BL Media





Networking Break
Moving with the markets – how IR and comms must stay on top as we shift towards an increasingly holistic private asset landscape
- Assessing market trends – how traditional asset class silos are merging as private fund managers move towards a holistic private market offering
- Identifying whether LP behaviour in this regard – will they want blended strategies from one manager or diverse offerings from a range?
- What this means for fundraising, client service and more – will efforts be combined across the markets, or will product specialty remain? Is there room for a hybrid approach?
- Ensuring your marketing message and communications are not blurred across the asset classes
Moderator: Annabel Arrowsmith, Senior Marketing Manager, Schroders Capital





Michael Stromsoe
Head of Investor Relations, HSBC Asset Management – Alternative Investments
Read bioPresentation: Unseen Opportunities - Boost your marketing with Behavioural Science
An engaging out-of-industry session where you’ll learn some of the key behavioural and psychological strategies you can apply to effectively engage with your audiences to drive business outcomes. We’ll discuss specific case studies where Ogilvy has applied behavioural science to boost the effectiveness of a range of communication and marketing initiatives. Attendees will takeaway tangible strategies to apply within their own organisations.
Madeleine Croucher, Consulting Director, Behavioural Science, Ogilvy Consulting

Regional vs global approach
- Has the pandemic forced a re-think when it comes to accessing LPs in different regions?
- The case for and against using placement agents with regional expertise
- Tailoring your approach when considering cultures, laws & regulations
Moderator: Carmela Mendoza, Senior Reporter, Private Equity International






Lunch and networking break
Focusing the lens on fundraising
- Assessing the figures across the private markets
- Holistic versus product specific approaches – finding the best fit for your firm and client base
- Hybrid, virtual, in-person – considerations for finding the best fundraising formula moving forward
Moderator: Ellinor Schrewelius, Director, Investor Relations, Verdane





Internal relations – striking a balance with the investment team
- How does the relationship between IR and the investment team manifest itself in different firms?
- Ears to the ground – why IR plays a crucial role in product development
- A two-way stream – ensuring there is best practice in place for feedback
- How can technology and platforms enhance these internal communications and relationships?
Moderator: Harry Elliot, CFA, Vice President, MV Credit






LP appetite and sentiment for impact investment in private markets
- What constitutes impact investment and what does not?
- What type of investors are prioritising a developed & sophisticated impact investment approach?
- Responding to typical investor queries
- Best practice for maintaining optimal client service along the impact investment fund lifecycle
Moderator: Snehal Shah, Reporter, PEI Media
Definition and execution – assessing the mission of the modern-day marketing team
- What are the ultimate goals of a private markets marketing & comms team in 2022?
- LP prospects, portfolios, current clients, general public – who is the audience and how can marketing teams cater for all across different channels?
- Examining the concept of marketing as a revenue driver and the targets associated with this
Moderator: Dave Armon, CEO, 3BL Media
Institutional campaigns in the digital era
- Marketing private funds globally, efficiently and compliantly
- The post-Covid review – how did funds embrace virtual events (internal & external) and what is their relationship with events now?
- Embracing new digital tools & capabilities to enhance your campaigns
- Balancing cost, resource and expertise across different campaigns
Moderator: Annabel Arrowsmith, Senior Marketing Manager, Schroders Capital





Communication & interaction – maintaining integrity and consistency across your marketing messaging
- Maintaining consistency across marketing collateral for different asset classes and markets
- How to strengthen your brand and reputation with integrity through what you say as a business
- Utilising video technology to enhance your story and captivate your audience
- The importance of developing your team and speakers to ensure consistency across internal and external communications
Moderator: Kimberly Romaine, Director, Private Equity Communications
Networking break
Closing LP interview: Getting under the skin of what truly drives marketing performance
- Why is brand so critical for private market funds?
- How can you build a strong brand without Coca Cola’s budget?
- How modern marketing techniques are revolutionising asset raising and investor management
Moderator: Kimberly Romaine, Director, Private Equity Communications
Speaker: Jon Greene, Managing Director, MJ Hudson
Off the record - audience roundtable discussions over drinks
- Utilising video marketing effectively in private assets – Facilitated by Christian Dybdahl-Ovesen, Partner, CORDET Capital Partners
- Developing a brand and new marketing techniques – Facilitated by Jon Greene, Managing Director, MJ Hudson and JD David, Managing Director, MJ Hudson
- Examining the explosion of secondaries across the markets – Facilitated by Gerald Carton, Partner, Coller Capital
- Investor reporting – finding the balance between automation and tailoring – Facilitated by Tom Maher, Managing Director, PATRIZIA
- Assessing the democratisation of private assets – Facilitated by Ralph Guenther, Partner, Head of Investor Relations Continental Europe, Pantheon Ventures
- Responding to increasing popularity of co-investment strategies – Facilitated by Brad Ross-Williams, Head of Investor Relations, East Lodge Capital







Networking drinks reception
Agenda
Day 2 - Thursday 6th
Private think tanks – asset classes
- IR, Marketing & Comms in private equity – Facilitated by Danai Musandu, Senior Investment Relations, HPE Growth
- IR, Marketing & Comms in private debt – Facilitated by Tavneet Bakshi, Partner, Signal Capital Partners
- IR, Marketing & Comms in infrastructure – Facilitated by Stephan Grillmaier, Head of Investor Relations, Arcus Infrastructure Partners
- IR, Marketing & Comms in real estate – Facilitated by Sophie Littler, Associate Director, LendInvest




Interview: Inclusion & diversity in IR, marketing & communications
- Inclusion before diversity – why you can’t achieve diversity until you have a fully inclusive workplace
- Why and how diversity goes beyond the number of women in IR, marketing & communication roles
- Best practice for pushing the inclusion and diversity agenda internally & externally
Interviewer: Tzvete Doncheva, International Investor Relations Lead, PropTech1
Speaker: Ana Maria Harrison, Partner, Investor Relations, Adams Street Partners
The future of the AGM
- Considerations when planning AGMs and investor meetings in 2022 and beyond
- Physical, virtual, hybrid – getting the balance and technology right
- Content – how are investor priorities changing when it comes to what they want addressed at these meetings?
- How to coordinate a global remit and investor base
Moderator: Tzvete Doncheva, International Investor Relations Lead, PropTech1
Networking break
Influencing change through IR & Communications roles
- ESG, diversity, product innovation and more: what kind of change and evolution do modern-day IR & comms leaders want to bring to the private asset industry?
- Best practice for implementing your ideas and affecting change
- Bringing together like-minded individuals for a common approach
- The influence you can have internally as a leader of these business functions
Moderator: Harry Elliot, CFA, Vice President, MV Credit





Kristina Matthews
Managing Director, Head of Investor Relations and ESG, Brightwood Capital Advisors
Read bioUtilising external platforms to maximise investor outreach
- How fintechs are transforming access to private markets
- Developing & maintaining partnerships with the platforms
- How embracing this can maximise your outreach to high-net worths, single family offices and other retail investors
- Will institutional investors increasingly turn towards these platforms for simple access?
Moderator: Peter Coates, Head of Business Strategy, Peregrine Limited





Networking Lunch
Close of conference
Connect with Europe's leading fundraisers and marketers
The forum is the optimal environment for networking with private market leaders. Benchmark against industry professionals and competitors by gathering with the most influential fundraising and communications professionals across private equity, private debt, infrastructure, and real estate.
The in-person networking experience
Access EMEA’s private markets community
Form meaningful connections with your peers by joining Europe’s leading event for private fund professionals focused on fundraising, investor relations, and communications.
Learn from fundraising and marketing experts
Meet leaders across private equity, private debt, infrastructure, and real estate. Discuss best practices and build lasting relationships with those driving the market forward.
Discover solutions to your daily pain points
Whether it’s social media marketing, investor reporting, or LP outreach, you’ll find tailored solutions that complement your strategy through brainstorming sessions with your peers.
Browse the 2022 attendee list
Connect with private market professionals
Have a topic you would like to discuss at the Investor Relations, Marketing, and Communications Forum: Europe 2023? Contact Kitty Watson at kitty.w@pei.group to discuss available speaking opportunities.
2022 speakers included...

Silvia Calvo Alcalá
Head of Alternatives Sales, Santander Asset Management

Jolie von Armin
Head of Investor Relations, Freshstream

Dave Armon
CEO, 3BL Media

Annabel Arrowsmith
Senior Marketing Manager, Schroders Capital

Susann Aulbach
Head of Investor Relations, DN Capital

Catherine Badour
Head of Investor Relations, Hollyport Capital

Tavneet Bakshi
Partner, Signal Capital Partners

Melissa Cameron
Head of Marketing, Europe, Advent International

Ally Chow
Managing Director, Global Head of Marketing, Chenavari Investment Managers

Peter Coates
Head of Business Strategy, Peregrine Limited

David Creed
Communications Director, Tikehau Capital

Madeleine Croucher
Consulting Director, Behavioural Science, Ogilvy Consulting, Ogilvy

Fiona Dane
Partner, Head of Investor Relations and Fundraising, Livingbridge

JD David
Managing Director, MJ Hudson

Chris Davison
Partner, Head of Investor Relations, Permira

Tzvete Doncheva
International Investor Relations Lead, Proptech1 Ventures

Nicole Downer
Managing Partner, MV Credit

Keith Driver
Executive Director, HRL Morrison &Co.

Harry Elliot
Vice President, MV Credit

George Emery
Head of Non-US Investor Relations & Capital Raising, Anthemis

Jon Greene
Managing Director, Europe – IR & Marketing, MJ Hudson

Stephan Grillmaier
Head of Investor Relations, Arcus Infrastructure Partners LLP

Francisca Grol
Head of Research, NewVest

Ralph Guenther
Partner, Head of Investor Relations Continental Europe, Pantheon Ventures

Catherine Halford
Managing Director, Alantra

Ana Maria Harrison
Partner, Investor Relations, Adams Street Partners

Amber Hilkene
Partner, Head of Investor Relations & Communication, AnaCap

Christopher Jeffery
General Manager

Andrew Kenny
Head of EMEA Corporate Communications, Carlyle

Kristina Kuhnke
Head of Investor Relations and Business Development, RoundShield

Chloe Lavedrine
Managing Director, Centerbridge Partners

Alma Lawrie
Investor Relations Executive, Keyhaven Capital Partners Ltd

Sophie Littler
Associate Director, Fundraising & Investor Relations, LendInvest

Daria Litvinova
Partner, Head of Investor Relations, Vauban Infrastructure Partners

Tom Maher
Managing Director, PATRIZIA

Katie Manescu
Client Solutions Europe, Blue Earth Capital

Paul Mann
Director, Business Development, Arcmont Asset Management

Kristina Matthews
Managing Director, Head of Investor Relations and ESG, Brightwood Capital Advisors

Carmela Mendoza
Senior Reporter, PEI

Richard Moore
Managing Director, Campbell Lutyens

Martin Munte
Head of Investor Relations and Fund Raising, EMEA, 17Capital

Danai Musandu
Senior Investor Relations Associate, HPE Growth

Selina Nalane
Client Director, Old Mutual Alternative Investments

Alix Ourris
Vice President, Product Marketing Manager, EMEA, PineBridge Investments

Christian Dybdahl-Ovesen
Partner, Cordet Capital Partners

Mat Pearse
Head of Investor Relations, Kreos Capital

Nina Pfifer
Co-founder/ Chief External Affairs Officer, Conduit Capital

Henry Philipson
Director of Marketing and Communications, Beringea

Joe Pigott
Managing Director, Crestline Investors, Inc

Omega Poole
Head of Capital Raising, LendInvest

Kimberly Romaine
Director, Private Equity Communications

Brad Ross-Williams
Head of Investor Relations, East Lodge Capital

Guillaume Rouault
EMEA Director, Business Development, DiligenceVault

Daniel Schieferdecker
Sales Specialist Private Markets, Nasdaq Private Fund Solutions

Snehal Shah
Reporter, New Private Markets, PEI Media

Ellinor Schrewelius
Director, Investor Relations, Verdane

Michael Stromsoe
Head of Investor Relations, HSBC Asset Management – Alternative Investments

Pascal Thomys
Investor Relations Associate, Target Global

Amanda Tonsgaard
Head of Investor Services and Communications, Triton Partners

Vidya Verlkumar
Head of Marketing and Communications, IK Partners

Lucia Villamor
Partner, Investor Relations, Endless LLP

Alexandra Walker
Director of Marketing & Communications, 17Capital

Hugh Walters
VP Investor Relations, Park Square Capital

Amy Ward
Managing Director, Blue Owl Capital
