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, and marketing strategies in the current market. The Forum is a unique opportunity to learn from the heavy hitters in the industry and help you position yourself in your career as an IR and marketing professional.

Regulations impacting investor communication, greater competition for capital and greater LP requests have all created increasing challenges for the IR and marketing professional. Through the Forum’s unique panel discussions, keynote interviews and hours of networking opportunities, attendees will debate strategies and discover new ways to differentiate their firms.

Highlights from the 2019 Forum

2 invite-only think tanks for the IR and marketing / communications roles

Insider insights from a panel of LPs on trends, views and expectations for 2019

Extended roundtable discussions for IR and marketing professionals based on career level

2 agenda tracks offered for either LP relations or marketing roles

Best practices for fundraising campaign management

A women in PE investor relations closed-door discussion

Insights into how digital marketing can provide returns

Strategies to get a firm grasp on LPs’ ESG requests

Ways to speak to the press and optimize social media presence

A clear overview of career paths in IR and marketing

Investor reporting best practices from peers in IR

Reputational management and reputational risk

Featured speakers from 2019

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Previous attendees include

ABS Capital Partners
Aethon Energy
AEW Capital Management
AlpInvest Partners
Arsenal Capital Partners
Battery Ventures
Blue Water Energy
Bridge Investment Group
The Carlyle Group
CCMP Capital Advisors
Clayton, Dubilier & Rice
Court Square Capital Partners
CVC Capital Partners
Elion Partners
EnCap Investments
Energy Capital Partners
Francisco Partners
FTV Capital
Hamilton Lane
Hillhouse Capital Management
IFC Asset Management Company
Institutional Limited Partners Association
Ivanhoé Cambridge
Kelso & Company
KPS Capital Partners
MidOcean Partners
New Energy Capital Partners
One Equity Partners
Quantum Energy Partners
The Riverside Company
Silver Lake Group
Star Mountain Capital
StepStone Group
TPG Capital
Victory Park Capital
Warburg Pincus
Welsh, Carson, Anderson & Stowe

What our attendees think of the event

A quote icon for decorating the content 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.

A quote icon for decorating the content 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…

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A quote icon for decorating the content 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…

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Leading speakers from last year

The 2019 Forum featured over 80 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 or call +1 646 581 9295.

Mary Armstrong

Senior Vice President, Global Head of Marketing & Communications, General Atlantic

Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic. Prior to joining General Atlantic in 2018, Mary was the Director of Communications, Americas at Warburg Pincus. She also served as a Director at Brunswick Group, an… Read full bio

Karen Bommart

Principal, Head of IR, Battery Ventures

Karen heads the IR function at Battery, working with the firm’s Limited Partners on a day-to-day basis. For the first 8 years of her tenure, she led the firm’s marketing and branding efforts, and provided hands-on support to its portfolio companies.… Read full bio

Caitlin Brodie

Principal, The Carlyle Group

Caitlin Brodie is a Principal at The Carlyle Group focused on fundraising and investor relations activities in North America. Ms. Brodie is based in New York. Prior to joining Carlyle, Ms. Brodie was responsible for U.S. distribution of alternative i… Read full bio

Kristin Custar

Partner, The Jordan Company

Kristy DelMuto

Vice President of Strategic Marketing, LLR Partners

Jennifer Friedman

Senior Vice President, Global Public Affairs, Blackstone

Jason Ghassemi

Chief Communications Officer, Cerberus Capital Management

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Lindsay Grider

Head of Investor Relations, Tailwater Capital

Amy Harsch

Managing Director, Investor Relationships, American Securities

Jason Jerista

Director, Investor Relations, LLR Partners

Shavonne Johnson Correia

Head of Investor Relations & Marketing, KPS Capital Partners

Travis Krueger

Principal, GTCR

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

Meghan Reynolds

Co-Managing Partner, Fundraising, TPG

Alexander Samuelson

Global Head of Media Relations, Neuberger Berman

John Thompson

Global Communications Director, Actis

Kristin Williamson

Head of Corporate Marketing & Communications, Hamilton Lane

Brian Walker

Director of Content Marketing, Scale Venture Partners

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
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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 or call +1 646 795 3279.

2019 sponsors

Pre-Event Resources

117 West 46th St, New York, NY 10036