The largest global event for PE Investor Relations, Marketing & Communications

In its fifteenth year, the Forum brings together the most active private equity IR, marketing and communications professionals to focus on best practices in LP relations, branding, communications and marketing strategies in the current market. IR professionals will get together at a critical time to share their biggest day-to-day pain points in dealing with this year’s crisis, their concerns and hopes for future fundraising and ultimately uncover how others are solving and preparing for headwinds.

Regulations impacting investor communication, greater competition for capital and greater LP requests have all created increasing challenges. The Forum offers a unique opportunity to learn from the heavy hitters in the industry and help you position your career. Through exclusive panel discussions, interactive sessions, keynote interviews and hours of networking opportunities, attendees will debate strategies and discover new ways to differentiate their firms.

Experience the Forum on our virtual platform!

Watch our guided video for a preview of what you can expect at the Forum’s first ever virtual conference.

Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 12 months
» Live Q&A, polling and surveys
» And so much more!

Advance price ends July 10 – book now to save $300:

Invoicing option still available

Highlights for 2020

» IR in an economic downturn: navigating through this year’s crisis

» Three invitation-only think tanks to select for: 1) Emerging Investor Relations 2) Advanced/Seasoned Investor Relations 3) Marketing & Communications

» Insider insights from LPs on trends, views and expectations in 2020

» A day in the life of an LP: how things have changed this year

» Women in PE & VC investor relations closed-door breakfast

» Fundamentals of IR training

» Fundamentals of marketing/communications training

» Agenda tracks to select based on your function in either LP relations or marketing/communications

» Career advice for IR and marketing professionals discussions

» Best practices for fundraising campaign management

» Insights into how digital marketing can provide returns

» Interactive discussions on: fundraising, LP-GP relations, marketing/communications strategies, investor reporting, meeting GP expectations/adding value internally, ESG, leveraging technology and AGMs

» Successful approaches in managing your LPAC

» Ways to speak to the press and optimize social media presence

» Strategies to get a firm grasp on LPs’ ESG requests

» Advice on reputational management, development, and risk

» Expert Panel — What we have learned about the IR role in 25 Years

» Presentation — Why now is a great time to be a woman in finance

» Recruiting and retaining top IR and marketing talent

Download the 2020 agenda

This year’s first-ever virtual experience will feature interactive discussions, 3 exclusive think-tank sessions and 15 informative breakout tracks to give you a tailored experience to choose the sessions that matter most to you. Download the PDF to view all of the sessions and discussion topics attendees will engage in this year!

2020 Speakers include

View all speakers
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Why you should attend

Learn key strategies to differentiate your firm and succeed in securing capital

The Forum’s in-depth sessions are designed to help you formulate effective plans and develop crucial strategies to attract investors. Leverage the LP-GP dynamic to maximize your marketing, communications, fundraising, and strategic investor relations functions.

Discuss how to grow your role at your firm

Hear firsthand accounts of how to grow your profile within the PE-VC space, create value internally, and understand critical success factors in your career. Staying on top of best practices in terms of IR and marketing team dynamics, internal management, and making sure your role is really understood is critical for private equity firms and your future career development.

Network with your peers at the premier IR event

The Forum has established a reputation as the foremost PE and VC IR event, bringing together the best and brightest in the field. It is a great opportunity to network, learn key strategies for carving your niche in IR, marketing & communications and enhance your connections.

Confirmed attendees:

A.P. Moller Capital
Abbott Capital
Actis
Altas Partners
American Industrial Partners
American Securities
Aquiline Capital Partners
Argosy Capital
Audax Group
Basis Investment Group
BentallGreenOak
Berkshire Partners
Bertram Capital Management
BlackRock
Brightstar Capital Partners
Carne Group
CarVal Investors
Castlelake
CBRE Caledon
Charlesbank Capital Partners
Churchill Asset Management
Clayton, Dubilier & Rice
Cornell Capital
Court Square Capital Partners
Crestview Advisors
Elevar Equity
Evercore
Franklin Templeton Private Equity
Frontier Capital
Further Capital Partners
General Atlantic
General Catalyst
GI Partners
GoldPoint Partners
Goodwell Investments
GRESB
Harbor Group International
Harrison Street Social Infrastructure Fund
HGGC
Hines Securities
IFM Investors
Insight Equity
Invesco Real Estate
John Hancock Financial Services
Kainos Capital
Kohlberg & Company
Kong Capital
L Catterton
LEM Capital
Leonard Green & Partners
Levine Leichtman Capital Partners
LinkedIn
LLR Partners
Manulife Investment Management Private Equity & Credit
Marlin Equity Partners
Mercato Partners
Mesirow Financial Holdings
Metropolitan Partners Group
Monroe Capital
Nautic Partners
New Mountain Capital
New Spring Capital
Northleaf Capital Partners
Northwood Investors
Paine Schwartz Partners
Pine Brook Partners
Providence Equity
Quantum Energy Partners
Rhone Group
Ridgemont Equity Partners
Riverstone Holdings
Serent Capital
Soundcore Capital Partners
StepStone Group
The Sterling Group
Sterling Investment Partners
Stockbridge Capital
Strattam Capital
Stripes Group
TA Associates
Thomas H Lee Partners
TPG
Trilantic Capital Partners
Trive Capital
Unigrains
Unison Capital
Verdane Capital
Victory Park Capital
Warburg Pincus
Welsh, Carson, Anderson & Stowe
Wynnchurch Capital
ZMC

What our attendees think of the event

Kristy DelMuto, LLR Partners

This is the only event for connecting with marketing peers in the private equity industry and I’ve made excellent, year-round contacts from it.

Kelsey Clute, HCI Equity Partners

PEI’s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within private…

Read full testimonial

Michelle Ball, HKW, Inc.

I have attended a lot of conferences in my career and this was by far the best conference I have ever attended. Practically every panel left me wanting even mor…

Read full testimonial

Learn, engage and connect online

 

The Forum’s home experience is a web app that provides you with access to 16+ hours of quality streamed content from more than 60+ industry speakers.

Utilize our app to sit in on sessions, breakouts, and even schedule 1-to-1 meetings with hundreds of  PE investor relations, marketing and communications professionals. 

Watch our video guide for a preview of what you can expect! 

Attend from anywhere

Simply join the event online and enjoy from the comfort of your own home.

Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.

You also get:

  • Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
  • Automated reminders
  • Live polling and surveys
  • Customizable breakout sessions
  • On-demand playback gives you access to sessions for up to 12 months

Expand your network

Mingle with other attendees during our designated networking hours or schedule your own private meetings

Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge.

Take advantage of these benefits:

  • Attendee and Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
  • Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
  • Virtual Meet-ups: Schedule multi-person or one on one video conferences for informal type meetups, allowing you to connect and talk about topics of interest at anytime throughout the event.

Meet with the country’s leading solution providers in our virtual tradeshow

Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers.

Our features include:

  • Virtual tradeshow: See what solutions exhibitors and sponsors to help you better serve your employees and your members.
  • Automated reminders
  • Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.

2020 Speakers

The 2020 Forum will feature experts in investor relations, marketing and communications from preeminent private equity firms. Interested in speaking at the Forum in 2020? Please contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Christine Anderson Blackstone

Christine Anderson

Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone

Christine Anderson is Senior Managing Director and Global Head of Public Affairs and Marketing. She oversees Blackstone's public relations, branding, marketing and internal communications functions and advises on government affairs. She serves as the… Read full bio

Devin Banerjee

Senior Editor, Financial Services, LinkedIn

Devin Banerjee is the senior financial services editor at LinkedIn, where he oversees financial content and editorial strategy for the world's largest professional networking platform. LinkedIn had more than 675 million members in more than 200 count… Read full bio

Renee Calabro

Executive Vice President, Head of Capital Markets Communications, Edelman

Renee Calabro is Executive Vice President, Head of Capital Markets Communications in New York. Renee counsels many of the world’s leading financial institutions on brand building, reputation management, media relations and special situations. Prior t… Read full bio

Matthew Coad

Principal, Investor Relations, Victory Park Capital

Matthew Coad joined Victory Park Capital in 2008 and is a Principal and Head of Investor Relations. He is primarily responsible for all investor related activities, including business development and fundraising for the various VPC strategies as well… Read full bio

Kerrie Cohen

Head of Communications, Americas, Warburg Pincus

Kerrie Cohen is based in New York, joined Warburg Pincus in 2019 and is the Head of Communications, Americas. Previously, she was a Managing Director and Head of Corporate Communications for Barclays International, which includes Barclays' Corporate… Read full bio

Michelle Daubar

Partner, Investor Relations and Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… Read full bio

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

Kristy DelMuto is the Vice President of Strategic Marketing at LLR Partners, a private equity firm with more than $3.5 billion raised across five funds that provides capital for growth, recapitalizations and buyouts to technology, services and health… Read full bio

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Irene Hong Edwards joined Lovell Minnick in 2017 as a Principal, Head of Investor Relations. She came to the firm from Z Capital where, as Managing Director, she was responsible for investor relations and business development for the firm’s private e… Read full bio

Michael Elio

Partner, StepStone Group

Mr. Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also lead Portfolio Manager for many of the firm’s largest advisory clients, SMA clients, and high-net-worth distrib… Read full bio

Thomas Franco

Partner, Clayton, Dubilier & Rice

Mr. Franco joined CD&R in 2006 after advising the Firm for 15 years. He is responsible for managing relationships with critical external stake-holders, including limited partners. He leads the fundraising team and is involved in related capital a… Read full bio

Mike Geller

Partner, Prosek Partners

Mike Geller advises founders, C-Suite executives and business leaders of private investment firms and publicly-traded financial institutions on strategic communications, including financial and corporate public relations, reputation management and le… Read full bio

Ryan Green

Director, Business Development, Abbott Capital

Mr. Green manages and leads Abbott’s fundraising and the development of (customized) private equity solutions. Prior to joining Abbott Capital in 2017, Mr. Green was a Director at LGT Capital Partners, working closely with institutions, consultants,… Read full bio

Lindsay Grider

Head of Investor Relations, Tailwater Capital

Ms. Grider joined Tailwater in May 2018 and is responsible for investor relations and capital raising. Prior to joining Tailwater, Ms. Grider was the Director of Investor Relations at NGP, where she led fundraises for both energy and agribusiness fun… Read full bio

Brett Hickey

Chief Executive Officer, Star Mountain Capital

Brett Hickey is the Founder & CEO of Star Mountain Capital, LLC, a $1+ billion AUM specialized U.S. lower middle-market investment firm. Star Mountain employs a data-driven approach to provide value-added debt and equity capital to established sm… Read full bio

Michael Hong

Partner, Davis Polk and Wardwell LLP

Mr. Hong is a partner in Davis Polk’s Investment Management Group. He advises sophisticated private fund managers across all asset classes in their most complex, high-value transactions. Mr. Hong’s advice encompasses fund formation, M&A-related t… Read full bio

Franny Jones

Managing Director, Investor Relations, The Sterling Group

Franny joined The Sterling Group in 2010 to lead the firm’s fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible fo… Read full bio
John Kim General Catalyst

John Kim

Managing Director, Investor Relations, General Catalyst

John Kim is a managing director and head of investor relations at General Catalyst, a venture capital firm that partners with founders from seed through growth stages to build companies that withstand the test of time. At GC, John focuses on creating… Read full bio

Daniel Lee

Head of Fundraising and Investor Relations, North America, 17Capital

Dan joined 17Capital in March 2020 to lead Fundraising and Investor Relations activities in North America. Previously, Dan led strategy development and execution for all private equity capital formation initiatives at Aethon Energy where he raised ca… Read full bio
Lee, Lisa Providence Equity Partners

Lisa M. Lee

Managing Director, Business Development, Providence Equity Partners

Lisa Lee is a managing director based in our New York office, where she focuses on business development activities. Prior to joining Providence in 2015, Ms. Lee was a managing director at CVC Capital Partners where she was responsible for managing th… Read full bio

Ari Levine

Director of Communications, Unigrains

Ari joined Unigrains in 2016. He was previously Communications Manager at 21 Invest, a pan-European PE firm. He began his career as a Financial Communications Consultant with Citigate Dewe Rogerson in Paris, mainly managing media relations for privat… Read full bio

David Lippin

Managing Director and Head of Investor Relations, One Equity Partners

David Lippin joined OEP in 2016 as Managing Director and Head of Investor Relations based in New York. Prior to joining OEP, Mr. Lippin worked at Sun Capital Partners where he led investor relations activities including working closely with limited p… Read full bio

Megan Lundy

Managing Director, Head of Investor Relations, Lindsay Goldberg

Megan Lundy is a Managing Director and Head of Investor Relations at Lindsay Goldberg. Megan oversees Lindsay Goldberg’s investor relations activities and fundraising efforts. Previously, she worked at DLJ Investment Partners and Barclays within thei… Read full bio

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Mr. Mardirossian is a member of Kohlberg’s Investment Committee, overseeing investor relations and the Firm’s financial, compliance and administrative functions. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a P… Read full bio

Emily Melchior

Managing Director, Head of Investor Relations and Chief of Staff, Searchlight Capital Partners

Emily Melchior is a Managing Director, Head of Investor Relations and Chief of Staff for Searchlight Capital Partners. Prior to joining Searchlight in 2012, Emily worked in the Lazard Private Fund Advisory Group in New York where she assisted in the… Read full bio

Roseita Monteiro

Director, Business Development and Investor Relations, Manulife Investment Management Private Equity and Credit

Roseita Monteiro is responsible for supporting Manulife Investment Management’s investor relations, capital sourcing, and marketing activities for the Private Equity & Credit team. Prior to joining the firm in 2018, she worked at Lightyear Capita… Read full bio
Christen Paras MiddleGround Capital

Christen Paras

Director, Head of Business Development & Investor Relations, MiddleGround Capital

Christen Paras is Head of Business Development and Investor Relations at MiddleGround Capital. She focuses on originating and evaluating new investment opportunities; building relationships with the firm’s limited partners, prospective investors, int… Read full bio
Pasztor Elliot Further Capital

Elliot Pasztor

Vice President, Further Capital

Elliot Pasztor leads the origination and execution of fundraising mandates across each of the asset classes represented by Further Capital. Previously, Elliot worked in London, UK, most recently at BerchWood Partners, a private placement agent, provi… Read full bio

Bijal Patel

Director, Investor Development Group, Actis

Bijal is a Client Service Director within Actis’ Investor Development Group, with responsibility for all aspects of client services and operations. Bijal manages the fundraising process for all Actis’ funds and has responsibility for co-investment tr… Read full bio

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

Allan is a Managing Director of Nautic Partners, where he manages the firm’s investor relations, fundraising, and valuation efforts, while providing oversight for certain marketing and compliance functions. Allan re-joined Nautic in an investor relat… Read full bio

Gina Lee Peyton

Partner, Head of Capital Formation, Castlelake

Ms. Peyton joined Castlelake in 2017 and became partner in 2019. Ms. Peyton leads the firm's Capital Formation team, focused on enhancing the firm’s fundraising and investor relations activities. She is also a member of the Investment Review Committe… Read full bio

Kathleen Richmond

Director of Marketing, Serent Capital

Kathleen leads Serent’s marketing, brand, communication, event, and digital strategies while working closely with the investment, business development, and growth teams. Prior to joining Serent, Kathleen worked at Vista Equity Partners, a private equ… Read full bio

Jim Rutherfurd

Partner, Investor Relations, Pine Brook

Mr. Rutherfurd joined Pine Brook in February 2015 and is a partner responsible for overseeing investor relations. He is also a member of the Investment Committee. Prior to joining Pine Brook, Mr. Rutherfurd was with 3i Group, an international investo… Read full bio

Alexander Samuelson

Global Head of Media Relations, Neuberger Berman

Alex Samuelson is Global Head of Media Relations and a Managing Director at Neuberger Berman. With more than 20 years of experience, he is skilled in internal and external communications, issues management, executive communication counsel and brand p… Read full bio

John Thompson

Global Communications Director, Actis

John is the global communications director at Actis, a US$13bn private equity firm focused on growth markets in Africa, Asia, and Latin America. John is based in London and his role sits within the IR team. He is responsible for managing the reputati… Read full bio
Charles Van Horne Abbott Capital Management

Charles van Horne

Senior Advisor, Abbott Capital Management, LLC.

Charles van Horne brings 45 years of private markets/investment experience, including 30 years in a broad range of private equity activities building portfolios and teams in fund of funds, direct investments, developed and emerging markets, and first… Read full bio

Rick Walsh

Partner and Head of Investor Relations, Court Square Capital Partners

Mr. Walsh leads all investor relations, fundraising, and co-investment activities at the firm. Prior to joining Court Square in 2014, Mr. Walsh was a partner at Lee Equity Partners in New York and prior to that, he was in the Private Funds Group at U… Read full bio

Amy Weisman

Managing Director, Sterling Investment Partners

Amy Weisman has been on Wall Street for over twenty-five years and is currently a Managing Director at Sterling Investment Partners. In her role, Amy develops and manages the firm’s extensive network of deal sources and cultivates investment opportun… Read full bio

Stephen Ziff

Partner, Co-Head of Investor Relations and Fundraising, Coller Capital

Stephen is a Partner and co-head of Investor Relations and Fundraising based in Coller Capital’s London office. Prior to joining Coller Capital in 2003, Stephen was an Investment Manager at an early-stage venture fund listed in London. He previously… Read full bio
View all speakers

 

 

 

Interested in speaking at the Forum in 2020? Please contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 2nd

Women in Private Equity breakfast
09:30 - 10:25

Women in Private Equity Breakfast (invitation-only)

Franny Jones, Lisa M. Lee, Megan Lundy

This one-hour long open discussion will explore what it’s like being a woman in private equity IR, marketing & communications. It will allow you to submit topics to be considered by the facilitators:

  • What are the issues causing a disparity in genders?
  • Exploring career paths, development, and how to position yourself as female leaders
  • What are you doing at your firms to tackle sexual harassment, diversity & inclusion, open dialogue?
  • Are there any changes in recruiting that will create a more equal playing field?
  • Looking at trends and stats in gender & diversity in PE with LPs asking more about it

Group A

Facilitators:
Lisa Lee, Managing Director, Business Development, Providence Equity Partners

 

Group B

Facilitators:
Franny Jones, Managing Director, Investor Relations, The Sterling Group
Megan Lundy, Managing Director, Head of Investor Relations, Lindsay Goldberg

A speaker photo for Franny Jones

Franny Jones

Managing Director, Investor Relations, The Sterling Group

Read bio
Lee, Lisa Providence Equity Partners

Lisa M. Lee

Managing Director, Business Development, Providence Equity Partners

Read bio
A speaker photo for Megan Lundy

Megan Lundy

Managing Director, Head of Investor Relations, Lindsay Goldberg

Read bio
Welcome remarks
10:25 - 10:30

PEI welcome & chairperson’s introduction

Plenary sessions
10:30 - 11:00

A day in the life of an LP — how things have changed this year

Rick Walsh

Hear a firsthand LP perspective in understanding LP decision making in a challenging year, how things have changed in their communication process, how many emails come in, and what they expect to get a glimpse of what it is like to walk in the shoes of an LP.

  • How are LPs coping with this year’s crisis and what do they expect?
  • What do LPs expect from GPs when it comes to reporting?
  • How can IR be more effective on the marketing/communications side?
  • How have your meetings been affected and how does this affect your decision making?
  • What are some of the attributes of an ideal GP this year?

Interviewer:

Rick Walsh, Partner and Head of Investor Relations, Court Square Capital Partners

A speaker photo for Rick  Walsh

Rick Walsh

Partner and Head of Investor Relations, Court Square Capital Partners

Read bio
11:00 - 11:40

IR in an economic downturn — navigating a crisis from a PE perspective

Matthew Coad, Shant Mardirossian, Gina Lee Peyton, Stephen Ziff
  • How PE firms and IR teams work in a downturn
  • Sharing stories/lessons learned from this year, what steps did you take to combat the crisis?
  • Challenges/key differences of raising funds in bull vs. bear markets
  • Lessons learned during this year’s crisis vs. 2008-2009: what can IR professionals expect
  • What aspects of IR will be affected by the covid-19 crisis in the long run?
  • The crisis-era IR challenge: how is fund management being disrupted?
  • What to do during a downturn in looking at where you are in your fund lifecycle
  • Crisis communications & management firsthand tips

Panelists:
Matthew Coad, Principal, Investor Relations, Victory Park Capital
Shant Mardirossian, Partner, Chief Operating Officer, Kohlberg & Company
Gina Lee Peyton, Head of Capital Formation & Partner, Castlelake
Stephen Ziff, Partner, Co-Head of Investor Relations and Fundraising, Coller Capital

A speaker photo for Matthew Coad

Matthew Coad

Principal, Investor Relations, Victory Park Capital

Read bio
A speaker photo for Shant  Mardirossian

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Read bio
A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Partner, Head of Capital Formation, Castlelake

Read bio
A speaker photo for Stephen Ziff

Stephen Ziff

Partner, Co-Head of Investor Relations and Fundraising, Coller Capital

Read bio
11:40 - 12:20

Expert Panel: What we have learned about the IR role in 25 Years

Charles van Horne, John Kim, Jim Rutherfurd
  • Perspectives on how we got to where we are — what makes a great IR professional?
  • “What I wish I had known” in my earlier years in IR
  • Looking at how we have changed the business and how the business has changed
  • BD/IR as a partner level role: understanding some of the critical responsibilities and where the role is going
  • What is different in fundraising today compared to before?
  • War stories from our own experiences in dealing with good times and bad times
  • Tips and tricks before launching a fund
  • Firsthand perspectives: comparing prior downturns in PE, VC and capital markets to this year’s covid-19

Moderator:
Charles van Horne, Senior Advisor, Abbott Capital

Panelists:
Cathleen Ellsworth,
Managing Director, BlackRock
John Kim, Managing Director, General Catalyst
Jim Rutherfurd, Managing Director, Head of Investor Relations, Pine Brook Partners

Charles Van Horne Abbott Capital Management

Charles van Horne

Senior Advisor, Abbott Capital Management, LLC.

Read bio
John Kim General Catalyst

John Kim

Managing Director, Investor Relations, General Catalyst

Read bio
A speaker photo for Jim Rutherfurd

Jim Rutherfurd

Partner, Investor Relations, Pine Brook

Read bio
12:20 - 12:50

The art and science of differentiating your firm

With more GPs in the market than ever, and LPs only opening a handful of commitment slots to new relationships, gaining the attention of a new LP and staying top of mind with your existing is challenging. You need to stand out as your performance will only get you so far. Even if you are top quartile, persistence of performance isn’t guaranteed. Depending on the benchmark, more than 25% of GPs in your peer group can also claim “top quartile” and will be coming back to market at the same time as you. This presentation will look at:

  • Telling a strong and truly differentiated narrative about why your firm is the right steward for their capital to build trust and confidence
  • How “differentiated” are GP’s narratives across the market?
  • Using NLP data science techniques to analyze a broad set of GPs and their qualitative representation of themselves, to determine the level of standardization or differentiation across the market
  • Exploring if GPs stand out in how they communicate their strengths and stories across the market
  • Providing tips and ideas based on the research to help IR and marketing teams craft a value prop that stands out and resonates long after that first pre-marketing meeting

Presenter:
Graeme Faulds, Director of Private Equity Solutions, eVestment

Virtual networking lunch
12:50 - 13:30

Virtual networking lunch

Please use this time as an opportunity to connect with conference attendees via the video chat function one-on-one or as a small group.

Breakout series I
13:30 - 14:00

Track 1

Amy Weisman

Presenters:
Amy Weisman, Managing Director, Sterling Investment Partners

A speaker photo for Amy Weisman

Amy Weisman

Managing Director, Sterling Investment Partners

Read bio
13:30 - 14:00

Track 2 | Working with placement agents — introducing new GP strategies to the market

Elliot Pasztor, Charles van Horne
  • Examining why GPs would want to introduce new fund strategies
  • Exploring LP sentiment toward this trend
  • How do GPs go about demonstrating their capabilities in this new subsystem?
  • Discussing how placement agents can help introduce new strategies of a given GP to the market

Moderator:
Elliot Pasztor, Vice President, Further Capital

Panelists:
Charles van Horne, Senior Advisor, Abbott Capital

Pasztor Elliot Further Capital

Elliot Pasztor

Vice President, Further Capital

Read bio
Charles Van Horne Abbott Capital Management

Charles van Horne

Senior Advisor, Abbott Capital Management, LLC.

Read bio
13:30 - 14:00

Track 3 | Fund counsel as an extension of IR

Michael Hong
  • What should you look for in your outside counsel?
  • Counsel understanding the key business imperatives
  • Counsel understanding the LP community
  • Dos and Don’ts for good counsel
  • What’s driving your outside counsel?
  • Looking at things to bring to your outside counsel
  • Why do they always say no?
  • Understanding regulatory risk

Moderator:
Michael Hong, Partner, Davis Polk

A speaker photo for Michael Hong

Michael Hong

Partner, Davis Polk and Wardwell LLP

Read bio
Breakout series II
14:00 - 14:40

Track 4 | Fundamentals of IR training

John Kim
  • Investor relations careers: uncovering the good, the bad, and the ugly
  • Understanding the fundamental “how-tos” of IR
  • How to raise a fund, how to run your career, how to manage your client base, how to create a co-invest program, how to handle and understand the stress of the job, how to handle fear, how to get your general partner to understand your value, how to run an AGM, how to prepare for LP meetings, how to handle compensation

Presenter:
John Kim, Managing Director, General Catalyst

John Kim General Catalyst

John Kim

Managing Director, Investor Relations, General Catalyst

Read bio
14:00 - 14:40

Track 5 | Fundamentals of marketing/communications training

Michelle Daubar
  • Key attributes for a successful marketing/communications career and what essential skills does one need to develop to be versatile?
  • What are your main functions within the firm? How do you define success in marketing/comms? What KPIs do you track?
  • Content generation and marketing: what are essential building blocks for your brand?
  • Looking at the nexus between content creation, IR, and communications
  • Pre-marketing the fund to your LP universe – PPMs, strategies, and anecdotes
  • Challenges in moving from marketing one fund to more multi-asset, customized solutions
  • Compliance and marketing working together in the age of rapid communication
  • DDQ and quarterly reporting best practices: communicating beyond standard reporting
  • Working with your portfolio effectively
  • Expanding your marketing reach globally and dealing with jurisdiction-specific marketing rules

Panelists:
Michelle Daubar, Partner, Investor Relations & Communications, Oak HC/FT

A speaker photo for Michelle	 Daubar

Michelle Daubar

Partner, Investor Relations and Communications, Oak HC/FT

Read bio
14:00 - 14:40

Track 6 | State of the GP-led secondary market

Brett Hickey
  • Assessing the impact of covid-19 on the secondary market
  • Looking at best practices, roadmaps, and alignment of incentives to optimize your firm in the current secondary market
  • What is the role of IR in this process? Understanding the processes and responsibilities from an IR perspective as GP led secondaries continue to grow
  • How do LPs view the process? What are the LP hot buttons?
  • What not to do — understanding what might tarnish your LP relationships

Panelists:
Brett Hickey, CEO, Star Mountain Capital

A speaker photo for Brett Hickey

Brett Hickey

Chief Executive Officer, Star Mountain Capital

Read bio
Breakout series III
14:40 - 15:20

Track 7 | LPAC dos and don’ts

David Lippin
  • Uncovering LPAC compositions and structures
  • How does your organization think about the role of the LPAC? Understanding how an organized/engaged LPAC is a benefit to both GPs and investors
  • Successful stories of approaches in managing your LPAC
  • LPAC reporting practices: tackling information requests
  • LPAC meetings best practices
  • What not to do — sharing challenges/horror stories

Panelists:
David Lippin, Managing Director and Head of Investor Relations, One Equity Partners

A speaker photo for David  Lippin

David Lippin

Managing Director and Head of Investor Relations, One Equity Partners

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14:40 - 15:20

Track 8 | The evolution of ESG — meeting and exceeding the fast-evolving standard

  • How have investor expectations on ESG management evolved?
  • Strategies to get a firm grasp on LPs’ ESG requests today
  • Setting your ESG objectives
  • How are ESG expectations affecting the fundraising process?
  • ESG reporting and DDQs — best practices
  • What GPs do with marketing collateral to be more ESG effective

Panelists:
Elizabeth Medb Lewis, Senior Engagement Officer, International Finance Corporation (IFC)
Dan Winters, Head of Americas, GRESB

14:40 - 15:20

Track 9 | Marketing/Communications: Optimizing your digital marketing and social media strategy

Devin Banerjee, Kathleen Richmond
  • Insights into how digital marketing can provide returns: tangible results/measuring the specific impact
  • LinkedIn ideas to increase engagement with company pages
  • Social media regulatory guidance
  • Online presence/website best practices in sharing available information about your firm
  • Digital content strategies and blogging: owned media vs. earned media
  • What new technologies are you using in your digital marketing strategies?
  • Working with portfolio companies on their digital marketing initiatives

Panelists:
Devin Banerjee, Senior Editor, Financial Services, LinkedIn
Kathleen Richmond, Director of Marketing, Serent Capital

A speaker photo for Devin Banerjee

Devin Banerjee

Senior Editor, Financial Services, LinkedIn

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A speaker photo for Kathleen Richmond

Kathleen Richmond

Director of Marketing, Serent Capital

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Interactive discussions
15:20 - 16:00

Interactive discussions

Allan Petersen

This session will allow the audience to break into interactive discussions with designated facilitators in each room. The following key areas will be covered per room to share best practices in: 

Room 1 Fundraising

Room 2 LP-GP relationship building
Facilitator: Allan Petersen, Managing Director, Investor Relations, Nautic Partners

Room 3 Marketing & communications

A speaker photo for  Allan Petersen

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

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Virtual networking reception
16:00 - 17:00

Virtual networking reception

Please use this time as an opportunity to connect with conference attendees via the video chat function one-on-one or as a small group.

Agenda

Day 2 - Thursday 3rd

Invitation-only think tanks
09:30 - 10:20

Invitation-only think tanks

Kristy DelMuto

This closed-door session constructed solely for IR, marketing & communications professionals is an opportunity to speak candidly about main issues impacting your role at your firm. It will allow you to submit topics to be covered in the room to expose challenges, developments, and opportunities. The think tank will allow you to select one of the three groups:

Group A Advanced/Seasoned Investor Relations

Group B — Emerging Investor Relations

Group C — Marketing & Communications

Facilitator:
Kristy DelMuto, Vice President of Strategic Marketing, LLR Partners

A speaker photo for Kristy DelMuto

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

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Plenary sessions
10:20 - 10:50

Private equity reputation management and risk — what is your message?

Mike Geller, Michael Elio, John Thompson

Private equity firms of all sizes are focused on the implications of increased scrutiny of the industry by politicians, media and the public, from both a communications and business perspective. Likewise, trade organizations like the American Investment Council (AIC) have jumped in to promote private equity’s value and contributions to the broader economy. As private equity continues to gain mainstream prominence and LPs continue to press managers on everything from performance to diversity & inclusion to stances on social issues, reputation management is more important than ever.

  • Is the answer to create consistent industry-level messaging on private equity’s positive influence?
  • How can GPs stand out from the crowd to position themselves as the partner of choice to LPs and entrepreneurs alike?
  • Looking at compiling statistics on how PE firms and the industry have helped drive job growth to present to LPs and prospective portfolio companies

Moderator:
Mike Geller, Partner, Prosek Partners

Panelists:
Michael Elio, Partner, StepStone Group
Priscilla Guevara, Head of Investor Relations, Science Ventures
John Thompson, Head of Communications, Actis

A speaker photo for Mike Geller

Mike Geller

Partner, Prosek Partners

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A speaker photo for Michael Elio

Michael Elio

Partner, StepStone Group

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A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

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Breakout session IV
10:50 - 11:30

Track 10 | LP-GP dynamics: building efficient relationships in a challenging time

Irene Hong Edwards, Thomas Franco, Roseita Monteiro, Bijal Patel
  • How do you build relationships with institutional LPs? How do you create interesting conversations with your LPs in looking at this year’s challenge of face to face vs. remote?
  • What are best practices for reporting bad news?
  • As LP/GP dynamics continue to evolve (co-investments, GP-led transactions, managed accounts, sector focused funds, etc.) how do these changes impact the IR function?
  • How are firms managing the co-investment process? What are investor preferences today?
  • Capital calls: how to be prepared
  • Concrete examples of developing relationships when not fundraising and how to stay engaged
  • What challenges is greater competition in the market creating?
  • Mastering the process: differences with new and existing investors

Panelists:
Irene Hong Edwards, Principal, Head of Investor Relations, Lovell Minnick Partners
Thomas Franco, Partner, Clayton, Dubilier & Rice
Roseita Monteiro, Director, Business Development & Investor Relations, Manulife Investment Management Private Equity & Credit
Bijal Patel, Director, Investor Development Group, Actis

A speaker photo for Irene Hong Edwards

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

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A speaker photo for Thomas Franco

Thomas Franco

Partner, Clayton, Dubilier & Rice

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A speaker photo for Roseita Monteiro

Roseita Monteiro

Director, Business Development and Investor Relations, Manulife Investment Management Private Equity and Credit

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A speaker photo for Bijal Patel

Bijal Patel

Director, Investor Development Group, Actis

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10:50 - 11:30

Track 11 | Fundraising in 2020: dealing with the unexpected

  • Fundraising in the time of corona: how PE firms raised capital without meeting face to face
  • Pre-fundraising roadmaps: how to organize teams for a fundraise
  • Best practices for IR staff and deal partners to collaborate on fundraising and supporting materials
  • Latest technologies for effective fundraising campaigns
  • How long is your fundraising cycle taking you?
  • Best practices for fundraise meetings
  • How do you go from getting their attention to buy into your investment strategy?
  • Selecting and working with placement agents
  • Managing an oversubscribed fundraise
  • Fundraising timing — dos and don’ts
  • AIFMD, regulatory issues and differences in bringing in investors from outside the US

Panelists:
Gary Sernovitz, Managing Director, Lime Rock Partners

Breakout session V
11:30 - 12:00

Track 12 | AGMs: dissecting approaches and challenges faced in a crisis year

  • Firsthand perspectives on how annual meetings have been affected by the virus outbreak
  • Looking at the entire project’s process from start to finish through the IR lens
  • How are you running AGMs from a content point of view? Are you doing anything new/different?
  • Putting together an AGM deck: how do you showcase, how do you split responsibilities, who is involved in the presentation and materials process?
  • What new technologies do you deploy for your annual meetings? What virtual/remote options are acceptable?
  • How do you make your annual investor meeting more interactive for your investors?
  • What do you view as the most important takeaways for your LPs at your annual meetings?
  • How do you follow up with LPs after your AGM?
11:30 - 12:00

Track 13 | How technology is changing IR: exceeding LP expectations when it comes to information

Christen Paras

How much information do investors want and need? It was a pertinent question before the escalation of the covid-19 crisis and is now even more so. Here we will look at:

  • Next generation LP reporting, portals, CRM integration, data & pipeline management, automation, LP intelligence, and analytics
  • The challenge of crisis-era reporting: what do LPs expect with regard to portfolio reporting, vulnerable spots, and actions GPs are taking to defend investments
  • How are IR teams becoming more equipped with technology skills and resources as LP data requests are increasing
  • How do you find the right technology? How do you vet whether a certain platform will work or not?
  • Ad-hoc requests: having deal, portfolio, and fund related data handy to respond in a timely fashion
  • Portfolio company tracking tools
  • What LP request do you receive most often?

Panelists:
Christen Paras, Director, Head of Business Development & Investor Relations, MiddleGround Capital

Christen Paras MiddleGround Capital

Christen Paras

Director, Head of Business Development & Investor Relations, MiddleGround Capital

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Plenary session
12:00 - 12:30

PR and media relations: how to tie communications into your business strategy

Renee Calabro, Christine Anderson, Kerrie Cohen, Ari Levine, Alexander Samuelson
  • Crisis communications best practices utilized this year
  • Dealing with negative press/negative stories
  • Building relationships with the media and PR firms: looking at what they bring to the table
  • What are the objectives of your PR and media efforts – brand building, brand differentiation, deal sourcing, hiring, portfolio company support, defending your brand? How do you prioritize and achieve these objectives?
  • Ways to speak to the press and write effective press releases, what to include in terms of news for investors
  • PR perspectives: what some of our more innovative and best clients are doing
  • Media engagement: how to balance time with social media vs. working with the press vs. reports/content generation
  • How do you measure PR success?

Moderator:
Renee Calabro, Executive Vice President, Head of Capital Markets Communications, Edelman

Panelists:
Christine Anderson, Senior Managing Director, Global Head of Public Affairs & Marketing, Blackstone
Kerrie Cohen, Head of Communications, Americas, Warburg Pincus
Ari Levine, Communications Director, Unigrains
Alexander Samuelson, Global Head of Media Relations, Neuberger Berman

A speaker photo for Renee Calabro

Renee Calabro

Executive Vice President, Head of Capital Markets Communications, Edelman

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Christine Anderson Blackstone

Christine Anderson

Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone

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A speaker photo for Kerrie Cohen

Kerrie Cohen

Head of Communications, Americas, Warburg Pincus

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A speaker photo for Ari  Levine

Ari Levine

Director of Communications, Unigrains

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A speaker photo for Alexander Samuelson

Alexander Samuelson

Global Head of Media Relations, Neuberger Berman

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Virtual networking lunch
12:30 - 13:00

Virtual networking lunch

Please use this time as an opportunity to connect with conference attendees via the video chat function one-on-one or as a small group.

Breakout series VI
13:00 - 13:30

Track 14 | Building IR programs — talent recruitment, management, and development

Ryan Green
  • Building an effective team: firsthand stories to uncover tools, resources, and strategies in recruiting talent
  • Culture and talent — communications for attracting and retaining talent
  • How do you think about skill sets: fundraisers vs. product specialists
  • Recruiting junior vs senior: looking at the need to diversify talent
  • New opportunities for new types of roles: head of client experience, tech and data management roles?
  • Recruiting from outside the PE industry
  • Talent development: how to organize/right size an IR team looking at it beyond fundraising
  • What are some of the issues unique to smaller firms/funds?
  • Retaining talent and succession planning best practices

Panelists:
Ryan Green, Director, Business Development, Abbott Capital

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Ryan Green

Director, Business Development, Abbott Capital

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13:00 - 13:30

Track 15 | Marketing/Communications: Unlocking value with powerful video storytelling

  • How well-told stories lead to buy-in and investment
  • Emerging trends in visual storytelling
  • The content creation paradigm: audiences, messages, narratives
  • Communicating your values and translating your vision
  • Key content levers: format, length, style, tone
  • Successfully deploying your expanded toolkit
Plenary session
13:30 - 14:00

IR reaching new frontiers in delivering internal value

Lindsay Grider, Daniel Lee, Emily Melchior

How valued are IR, marketing & communications initiatives? Do you have trouble “selling” ideas internally? Understanding your firm’s culture and thinking of IR remains imperative to your organization:

  • How to serve as the voice of the LP while also balancing the expectations of the GP
  • Sharing stories in delivering value during this year’s crisis
  • Creating an impact at your firm — truly understanding how the management team thinks and what they’re doing to bring their plans to life
  • Working with the investment team as a strategic resource, how do you get them to come to you for strategic problem solving?
  • How IR decides when an LP request could use a deal partner’s answer
  • Working with your CFO and finance team: striking the right balance, splitting up the roles and tasks
  • Comparing models, team structures, and division of duties: working with larger vs. smaller firms/teams
  • Tips on how to handle hybrid IR/marketing roles
  • How to communicate internally regarding strategies for marketing, meetings, and the value being delivered
  • How to work with your portfolio proactively to deliver what is needed

Panelists:
Scott Dubin, Director, Investor Relations, ff Venture Capital
Lindsay Grider, Head of Investor Relations, Tailwater Capital
Daniel Lee, Head of Fundraising & Investor Relations, North America, 17Capital
Emily Melchior, Managing Director, Head of Investor Relations & Chief of Staff, Searchlight Capital Partners

A speaker photo for Lindsay Grider

Lindsay Grider

Head of Investor Relations, Tailwater Capital

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A speaker photo for Daniel  Lee

Daniel Lee

Head of Fundraising and Investor Relations, North America, 17Capital

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A speaker photo for Emily Melchior

Emily Melchior

Managing Director, Head of Investor Relations and Chief of Staff, Searchlight Capital Partners

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End of conference and virtual networking hour (
14:00 - 15:00

End of conference and virtual networking

Please use this time as an opportunity to connect with conference attendees via the video chat function one-on-one or as a small group.

Built with PE & VC IR and Marketing/Communications professionals

We source insights from our distinguished line-up of advisors representing a broad variety of private equity and venture capital firms to make sure our agenda addresses the topics integral to modern investor relations and communications.

Mary Armstrong
Senior Vice President
Global Head of Marketing
and Communications
General Atlantic

Charles Bauer
Managing Director
Head of Investor Relations
EnCap Investments

Karen Bommart
Head of Investor Relations
Battery Ventures

Caitlin Brodie
Principal
The Carlyle Group

Michelle Daubar
Partner, Investor Relations & Communications
Oak HC/FT

David Lippin
Managing Director and
Head of Investor Relations
One Equity Partners

Engage, interact and enhance your brand

The Forum offers a unique opportunity for organizations to raise their profile by meeting with
the largest gathering of private equity marketing and communications professionals across two days of sessions.

For exclusive sponsorship packages for 2020, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.

Sponsors

Chart: A decade of private markets fundraising

Click play to explore the past 10 years of capital raising and see which firms have risen the ranks, including data on Blackstone, Carlyle Group, KKR and more.

 

 

 

 

PEI’s Investor Relations, Marketing & Communications Forum: New York 2020 will be held as a virtual conference format on September 2-3.

PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (covid-19) outbreak. As part of this review, we have made the decision to move the 15th annual Forum to a virtual platform. We feel this format provides the best opportunity for the Investor Relations, Marketing and Communications community to meet and share key information.

We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option.

Please review the frequently asked questions below, which will be updated regularly with additional details. Should you have any additional questions, please contact us at regny@peimedia.com.


Frequently asked questions

Why is the event moving to a virtual platform?

In response to covid-19, organizers of PEI’s Investor Relations, Marketing and Communications Forum have made the decision to transition from an in-person conference to a live virtual conference. The decision to move our event to a virtual platform was done based on the consideration of our attendees’ safety and official health recommendations.

 

When are conference sessions and events?

The virtual conference will take place on:

Wednesday, September 2: 9:30am EST – 5:00pm EST

Thursday, September 3: 9:30am EST – 3:00pm EST

 

Where can I find the updated schedule of events?

You can view our latest agenda.

 

How do I access sessions?

A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. To learn more about this platform, please view our “How it works” page.

 

What is included in the ticket price?

Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of each session.

 

Are the sessions recorded?

Yes. All registered attendees will have access to all recorded sessions for up to 12 months the event ends. Even if you miss a “live” session, you can watch and re-watch anything that you need!

 

Will the pricing change?

We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.

 

What if I already purchased a ticket at the in-person rate?

A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.

 

What about my hotel reservation?

Please contact the hotel directly regarding your room reservation.

 

Additional questions?

Please feel free to contact us directly at regny@peimedia.com.