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 to share their biggest day-to-day pain points, 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 yourself for 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.

Advance pricing ends Friday, March 6 – book now to save $600:

Highlights for 2020

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

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

» A day in the life of an LP one on one interview

» 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 roundtables 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

Featured speakers from 2019

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Previous attendees

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

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…

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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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2019 Leading speakers

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.

Rebecca Ajavananda

Partner, StepStone

Mary Armstrong

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

Jaspal Bajaj

Chief Compliance Officer & Controller, Star Mountain Capital

Alyssa Balough

Principal, Cypress Real Estate Advisors

Devin Banerjee

Senior Editor, Financial Services, LinkedIn

Cam Barber

Professional Speaker and Messaging Expert Vivid Learning

Gina Senior Bauman

Vice President of Marketing and Investor Relations, IVP

Selena Baxa

Principal, IFC Asset Management Company

Ali Bayler

Director of Investor Relations, Spider Management LLC

Behrens Christopher

Managing Director, CCMP Capital Advisors

Frazer Blyth

Director – Marketing & Communications, Blue Water Energy

Owen Boger

Chief Operating Officer, Fundraising, Warburg Pincus

Katey Bogue

Head of Private Markets, eVestment

Karen Bommart

Principal, Head of IR, Battery Ventures

Andre Boreas

Director of Marketing, AltaReturn

Caitlin Brodie

Principal, The Carlyle Group

Jay Brupbacher

Investor Relations – Director, Permira

William Chu

Executive Director, Private Equity, Zurich Alternative Asset Management

Allison Cole

Managing Director, Head of Fundraising & Investor Relations, Lightyear Capital

Ryan Cooney

Principal, Hamilton Lane

John Cosgrove

Principal, TPG

Kristin Custar

Partner, The Jordan Company

Michelle Daubar

Partner, Investor Relations & 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

Sarah Davidson

Vice President, External Affairs, NY Green Bank

Kristy DelMuto

Vice President of Strategic Marketing, LLR Partners

Kristin DePlatchett

Managing Partner, Kraken Capital

Laura Fahrney

Principal, Director of Investor Relations, Ridgemont Equity Partners

Vivian Flynn

Managing Director of Investor Relations, Pomona Capital

Kathlika Fontes

Director of Investor Relations, Grain Management

Jennifer Friedman

Senior Vice President, Global Public Affairs, Blackstone

Jason Ghassemi

Chief Communications Officer, Cerberus Capital Management

Neil Goklani

Managing Director, Head of Marketing, Prosek Partners

Patricia Grad

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

Melissa Greenberg

Head of Marketing and Investor Relations, North Peak Capital Management

Lindsay Grider

Head of Investor Relations, Tailwater Capital

Jacki Hamilton

Managing Director, Investor Relations, BC Partners

Amy Harsch

Managing Director, Investor Relationships, American Securities

Billl Haynes

President & CEO, BackBay Communications

Jillian Hazelton

Manager, Investor Relations Communications, Audax Group

Frances Higgins

General Partner, WCAS

Ms. Higgins is General Partner in the Fundraising and Investor Relations Group, having joined WCAS in 2007. Ms. Higgins is responsible for establishing and maintaining relationships with investors and fundraising for WCAS Partnerships. She also focus… Read full bio

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Jason Jerista

Director, Investor Relations, LLR Partners

Shavonne Johnson Correia

Head of Investor Relations & Marketing, KPS Capital Partners

Franny Jones

Managing Director, Investor Relations, The Sterling Group

Kathryn Kantarian

Principal - Director of Investor Relations, Siguler Guff & Company

Robert Kaufman

Vice President, Investor Relations & Communications, FTV Capital

Kevin Kelly

CEO, Altvia

Travis Krueger

Principal, GTCR

Ruth Lane

Head of Investor Relations, ATL Partners

Greg Lau

General Partner, Welsh, Carson, Anderson & Stowe

James Lawler

Founder and CEO, Osmosis

Richard Lichter

Managing Partner, Newbury Partners

David Lippin

Managing Director and Head of Investor Relations, One Equity Partners

Maggie Littlefield Sahlman

Head of Investor Relations, Charlesbank Capital Partners

Megan Lundy

Managing Director, Head of Investor Relations, Lindsay Goldberg

Richard Maass

Principal, Investor Relations, Searchlight Capital Partners

Ken MacFadyen

Vice President, Head of Content Development, BackBay Communications

Andrew Malk

Managing Partner, Malk Partners

Andrew McGloin

Vice President, Marketing & Communications, Capital Dynamics

Jeff Mills

Partner, Global Head of Investor Relations, Resource Capital Funds

Jill Montera

Vice President of Customer Success, Altvia

Roseita Monteiro

Director, Hancock Capital Management

Stacey Monteiro Leanos

Director of Investor Relations, ACME Capital

Rod Morrison

CEO, Rod Morrison Marketing LLC

Charlotte Morse

Director of Investor Relations & Marketing, Bridge Investment Group

Brian Parness

Partner, Weil, Gotshal & Manges

Drake Paulson

Director of Sales & Client Success, eVestment

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

Meghan Reynolds

Co-Managing Partner, Fundraising, TPG

Michael Roth

Vice President of Product, Cobalt GP

Alexander Samuelson

Global Head of Media Relations, Neuberger Berman

Joshua Segel

Senior Portfolio Manager, Private Equity, Allianz Capital Partners

Gary Sernovitz

Managing Director, Lime Rock Partners

Julie Shenkman

Principal, Hamilton Lane

Russell Sherman

Partner, Prosek Partners

Angeli Stirbei

Vice President, Client Relations, Prologis

John Thompson

Global Communications Director, Actis

Andrew Tirbeni

Vice President, TPG Global

Elizabeth Wahab

Chief Operating Officer and Head of Investor Relations, Cornell Capital

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

Christable Yau

Partner, StepStone Group

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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
The Carlyle Group

Michelle Daubar
Partner, Investor Relations & Communications

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 or call +1 646 795 3279.


117 West 46th St, New York, NY 10036

Convene (new venue in 2020)

Hotel accommodations

We have arranged a special conference rate at the Kimpton: Muse Hotel, 130 W. 46th Street, New York, New York 10036. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.  Click here to book direct.