Navigating the future of PE Investor Relations, Marketing & Communications

Now in its 17th year, the Forum is back in person and will bring together the most active private equity IR, marketing and communications professionals to focus on best practices in fundraising, LP relations, branding, communications and marketing strategies. Industry professionals will gather during this critical time to discuss their most significant day-to-day pain points in dealing with the COVID-19 crisis, how the industry is pivoting through the pandemic, the changing fundraising landscape, and how to prepare for and navigate oncoming headwinds.

Greater demands in LP communication, competition for capital, the need for better ESG and DE&I initiatives, and fund marketing during a crisis have all led to an unprecedented time of paradox. Through exclusive panels, interactive roundtable discussions, small-group workshops, and unlimited networking opportunities, the Forum will address these challenges and provide a unique opportunity to hear from heavy hitters in the community, reconnect with colleagues, expand your network, and position your firm for growth.

Benefits of attending

Explore strategies to differentiate your firm

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

Learn how to position your firm for growth

Now more than ever, it is crucial to reflect on your firm’s strategic plan as it relates to IR. Gain invaluable insights on how to position your firm for success through expert panels, roundtable discussions, small-group workshops, and unlimited face-to-face networking.

Network with 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. Form lasting connections with top professionals in the industry and learn best practices for strengthening your relationships with investors.

Advisory board

2021 attendees included:

3L Capital
Abris Capital Partners
ABS Capital Partners
Actis
Alcion Ventures
American Industrial Partners
American Securities
ARC Financial Corp
Argosy Capital
Arsenal Capital Partners
ATL Partners
Atlas Venture
Audax
Basis Investment Group
BC Partners
Berkshire Partners
Bertram Capital
Blackstone
Blue Water Energy
Brightstar Capital Partners
Brookfield Infrastructure Partners
CarVal Investors
Catalyst Investors
CBRE Caledon Capital Management
Churchill Asset Management
Clayton, Dubilier & Rice
Commonfund
Cornell Capital
Elevar Equity
Ember Infrastructure Partners
Evercore
Everstone Capital
Federal Capital Partners
Franklin Templeton Private Equity
Frontier Capital
GCM Grosvenor
General Atlantic
General Catalyst
Goodwell Investments
Great Hill Partners
Hamilton Lane
HarbourVest Partners
HCI Equity Partners
Hines Securities
Insight Equity
Insight Partners
IVP
JMI Equity
Kaiser
Kohlberg & Company
Landmark Partners
LEM Capital
Leonard Green & Partners
Lightspeed Venture Partners
Lightyear Capital
Lindsay Goldberg
Lionstone Investments
LLR Management
Mesirow Financial Holdings
New Mountain Capital
New Spring Capital
Oak HC/FT
Oaktree Capital Management
OpenGate Capital
Orchard Global Asset Management
Pappas Capital
Prologis
Rally Ventures
RedBird Capital Partners
Searchlight Capital Partners
Solum Partners
Stone Point Capital
Stripes Group
Summit Park
Tailwater Capital
TEN 10 Group
The Beach Company
The Jordan Company
TPG
Trilantic Capital Management
Trive Capital
Verdane Capital
Victory Park Capital Advisors
Warburg Pincus

What previous attendees are saying

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

2022 Agenda

For more information regarding the agenda, please contact Melissa Baer at melissa.b@peimedia.com.

*Please Note: All session times listed are in Eastern Time (ET)

 

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 19th

Pre-conference workshops
08:00 - 08:50

Pre-conference workshop A: Redefining company culture

08:00 - 08:50

Pre-conference workshop B: Recruiting and retaining talent: Maneuvering the great resignation

Welcome
08:55 - 09:00

Welcome

09:00 - 09:05

Opening remarks

Plenary sessions
09:05 - 09:45

Today’s IR: How the past two years have redefined the role

09:45 - 10:15

Shaping your ESG message

Networking
10:15 - 10:45

Networking break

Breakout sessions
10:45 - 11:30

Investor relations: Diversifying your investor base

10:45 - 11:30

Marketing & communications: Communication during the End-emic

Breakout sessions
11:30 - 12:15

Investor relations: IR when you’re not actively fundraising: Building a foundation

11:30 - 12:15

Marketing & communications: Developing and protecting your relationships

Lunch
12:15 - 13:10

Networking luncheon

Coffee house chats: Deep dives with the speakers
13:10 - 14:00

Providing consistent messaging to the board and your investors

13:10 - 14:00

Optimizing online communication

13:10 - 14:00

LP Communication: How much is too much?

Plenary sessions
14:00 - 14:40

The new AGM: Organizing and executing a return to in-person

14:40 - 15:20

LP insight: Building and sustaining credibility with investors

Networking
15:20 - 15:50

Networking break

Deep dive roundtables
15:50 - 16:55

Everything you need to know about GP-led secondaries

15:50 - 16:55

Press relations: Keys to successful communication

15:50 - 16:55

Technology solutions to improve LP communication, streamline reporting & enhance transparency

15:50 - 16:55

Refreshing your brand and narrative

15:50 - 16:55

Strategies for first-time fund managers

Close of day 1
16:55 - 18:00

Cocktails and networking

Agenda

Day 2 - Wednesday 20th

Pre-conference think tanks
08:00 - 09:00

Advanced IR: Best practices from industry leaders

08:00 - 09:00

Emerging IR: Building and advancing your career

08:00 - 09:00

Marketing & communications strategies for success

Welcome
09:00 - 09:05

Welcome remarks

Plenary session
09:05 - 09:45

Elevating your DE&I Initiative: How to raise the bar

09:45 - 10:40

Fundraising in a post-COVID world

Networking
10:40 - 11:00

Networking break

Masterclass roundtables
11:00 - 12:15

IR approaches with multiple funds in the market

11:00 - 12:15

Leveraging social media: what you should be doing

11:00 - 12:15

IR and marketing in venture capital

11:00 - 12:15

LPAC Dos and Don’ts

11:00 - 12:15

Perfecting your pitch deck

Lunch
12:15 - 13:15

Closing networking luncheon

Pre-Event Resources

Partner with us

The Forum offers a unique opportunity for organizations to raise their profile by meeting with private equity & venture capital investor relations, marketing and communications professionals.

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

2022 Speakers

Have a topic you would like to discuss at the Investor Relations, Marketing & Communications Forum: New York 2022? Please contact Melissa Baer at melissa.b@peimedia.com.


Christine Anderson

Global Head of External Relations, Blackstone

Christine Anderson is the Global Head of External Relations, overseeing Blackstone's Public Affairs, Marketing, and ESG functions. She leads Blackstone's efforts related to Environmental, Social and Governance issues and she serves as the primary spo… Read full bio

Mary Armstrong

Managing Director, General Atlantic

Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its… Read full bio

Charles Bauer

Partner, EnCap Investments

Mr. Bauer serves as the head of investor relations and fundraising for EnCap Investments. Prior to joining EnCap in 2010, Mr. Bauer spent five years overseeing the investor relations and fundraising efforts of HM Capital Partners, a middle-market buy… Read full bio
Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations, Great Hill Partners

Mary Kate Bertke joined GHP in 2012 and is responsible for managing all fundraising and investor relations activities. She graduated Amherst College with a Bachelor of Arts degree with Honors in Economics and Spanish. Mary Kate’s former work experien… Read full bio
Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

Alanna Chaffin is based in OpenGate Capital’s Los Angeles office and is Co-Head of Investor Relations & Communications. In her role, Ms. Chaffin leads capital raising and Limited Partner relations for the firm’s institutional funds as well as cor… Read full bio
Shavonne Correia KPS Capital

Shavonne Correia

Head of Investor Relations & Marketing, KPS Capital Partners

Shavonne Correia is Head of Investor Relations and Marketing of KPS Capital Partners. KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of private equity funds with approximately $12.0 billi… Read full bio
Michelle Daubar Oak HC/FT

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
Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR

Kristy DelMuto is the Vice President of Strategic Marketing at LLR Partners. With more than $5.8 billion raised across six funds, LLR provides capital for growth, recapitalizations and buyouts to technology and healthcare companies. As the leader of… Read full bio
Kristin DePlatchett Trilantic

Kristin DePlatchett

Partner, Head of Investor Relations, Trilantic North America

Kristin DePlatchett is a Partner and Head of Investor Relations at Trilantic North America. Her primary focus is on the firm’s fundraising and investor relations efforts. Kristin is a member of Trilantic North America’s ESG committee which helps to d… Read full bio

Katie Fasken

Managing Director, Slate Asset Management

Katie is a Managing Director of Slate Asset Management. She is responsible for leading capital raising and investor relations efforts for Slate and its businesses. Katie joined Slate in 2016. Prior to joining Slate, Katie was on the financial institu… Read full bio

Steve Felix

Partner & Co-Founder, Felix / Weiner Consulting Group

Steve has more than 30 years of experience in the commercial / institutional real estate industry and nurtures a vast cross-¬‐generational, global network. He is considered by many to be one of the most connected people in the global commercial real… Read full bio
Melissa Greenberg

Melissa Greenberg

Head of Investor Relations, North Peak Capital

Melissa is the Head of Marketing and Investor Relations at North Peak. She is responsible for developing and fostering relationships with institutional investors and servicing existing clients. Melissa spent over five years as a Director at Protocol… Read full bio

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Irene joined LMP as Principal, Head of Investor Relations in 2017. 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 equity and credit strategie… Read full bio

Michelle Jacobi

Managing Director, Gatewood

Michelle is a Managing Director responsible for Gatewood's fundraising and marketing initiatives, as well as assisting in business development and transaction origination. Michelle has deep fundraising experience, with a particular focus on raising c… Read full bio

Jason Jerista

Managing Director, Investor Relations, LLR Partners

Jason Jerista is the Managing Director of Investor Relations at LLR Partners. With more than $5 billion raised across six funds, LLR provides capital for growth, recapitalizations, and buyouts to technology and healthcare companies. Jason joined LLR… Read full bio

Franny Jones

Managing Director, The Sterling Group

Franny joined Sterling 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 for fundrais… Read full bio

Kim Kile

Head of Investor Relations, Fundraising, and Communications, Access Holdings

Kim Kile joined Access Holdings in 2021 as the firm’s first-ever Head of Investor Relations, Fundraising, and Communications.  As a member of Access’s senior management team, Kim leads fundraising efforts for the firm’s flagship funds, co-investments… Read full bio
Jennifer James, Thoma Bravo

Jennifer James

Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing, Thoma Bravo

Jennifer James is Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2015 and leads Thoma Bravo’s efforts to serve the needs of the firm’s existing… Read full bio
Maggie Littlefield Sahlman Charlesbank Capital Partners

Maggie Littlefield Sahlman

Managing Director and Head of Investor Relations, Charlesbank

Maggie joined Charlesbank in 2019 to lead the firms’s fundraising and investor relations efforts. Previously, she was a Managing Director in the Private Funds Group at Houlihan Lokey, which acquired her predecessor firm, BearTooth Advisors. While the… Read full bio

Megan Lundy

Managing Director, Audax Private Equity

Megan Lundy is a Managing Director at Audax Group. Ms. Lundy is based in San Francisco and specializes in fundraising and investor relations. Prior to joining Audax in 2020, Ms. Lundy was a Managing Director and Head of Investor Relations at Lindsay… Read full bio
Laura Manley

Laura Manley

Chief Marketing Officer, MetLife Investment Management

Laura Manley is the chief marketing officer for MetLife Investment Management (MIM). In this role, she is responsible for building greater awareness and familiarity of MIM’s capabilities and expertise across asset owners and consultants. She has acco… Read full bio

Stacey Monteiro Leanos

Director of Investor Relations, ACME

Stacey Monteiro Leanos is the Director of Investor Relations for ACME, responsible for managing the firm’s investor communications and fundraising activities. Prior to ACME, she was Associate Director of Investor and Public Relations for Cerus Corpor… Read full bio

Jeff Mills

Partner, Global Head of Investor Relations, RCF

Jeff holds a B.S. degree in Mathematical Economics from the United States Military Academy at West Point and an M.B.A from the University of Chicago Booth School of Business. After graduating from the United States Military Academy, Jeff served in th… Read full bio

Drake Paulson

Senior Director, Nasdaq Private Funds

Drake Paulson is Managing Director of Nasdaq Private Fund Solutions, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of T… Read full bio

Gina Lee Peyton

Partner, Head of Capital Formation, Castlelake

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

John Thompson

Global Communications Director, Actis

John is the global communications director at Actis, a US$15bn 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

Nathan Urquhart

Partner and Global Head of Investor Relations, Carlyle

Nathan Urquhart is a Managing Director - Partner and Global Head of Investor Relations. He is based in New York. Prior to joining Carlyle, Mr. Urquhart was at Oz Management for 11 years, where he was most recently Executive Managing Director and Co-H… Read full bio

Liz Weiner

Partner & Co-Founder, Felix / Weiner Consulting Group

Liz is Partner & Co-Founder of Felix / Weiner Consulting Group and creator of their unique Behavioral Presentation Coaching methodology. With a focus on Diversity, Equity and Inclusion, Liz leads Felix / Weiner’s powerful Women’s Leadership Works… Read full bio

Kristin Williamson

Head of Corporate Marketing and Communications, Hamilton Lane

Kristin is a Managing Director at Hamilton Lane and Head of the firm’s Corporate Marketing & Communications Department, which includes Public Relations, Marketing, Events and Creative Services. She is also a founding member of the firm’s Diversit… Read full bio

Advisory board

Christine Anderson

Global Head of External Relations, Blackstone

Christine Anderson is the Global Head of External Relations, overseeing Blackstone's Public Affairs, Marketing, and ESG functions. She leads Blackstone's efforts related to Environmental, Social and Governance issues and she serves as the primary spo… Read full bio
Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations, Great Hill Partners

Mary Kate Bertke joined GHP in 2012 and is responsible for managing all fundraising and investor relations activities. She graduated Amherst College with a Bachelor of Arts degree with Honors in Economics and Spanish. Mary Kate’s former work experien… Read full bio
Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

Alanna Chaffin is based in OpenGate Capital’s Los Angeles office and is Co-Head of Investor Relations & Communications. In her role, Ms. Chaffin leads capital raising and Limited Partner relations for the firm’s institutional funds as well as cor… Read full bio
Conrad Gorospe Insight Partners

Conrad Gorospe

Head of North America Fundraising & Investor Relations, Insight Partners

Conrad Gorospe joined Insight in 2019 as the Head of North America Fundraising & Investor Relations. Prior to joining Insight, Conrad was a senior member of the Investor Relations & Fundraising team at Apollo Global Management where he led in… Read full bio

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Irene joined LMP as Principal, Head of Investor Relations in 2017. 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 equity and credit strategie… Read full bio

Gina Lee Peyton

Partner, Head of Capital Formation, Castlelake

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

Laura Manley

Chief Marketing Officer, MetLife Investment Management

Laura Manley is the chief marketing officer for MetLife Investment Management (MIM). In this role, she is responsible for building greater awareness and familiarity of MIM’s capabilities and expertise across asset owners and consultants. She has acco… Read full bio

John Thompson

Global Communications Director, Actis

John is the global communications director at Actis, a US$15bn 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

Connect with experts in your field

This April, join IR, marketing, and communications professionals for thought-provoking sessions and networking. This is a must-attend event for anyone involved in the private equity investor relations, marketing, and communication space. Benefit from an expansive community of industry professionals who will be in attendance throughout the Forum.

Take advantage of the agenda packed with in-person networking opportunities throughout the two-day event. Participate in small group workshops, Think Tanks, interactive roundtables, networking breaks, a cocktail reception, and more. Visit the agenda page for all of the networking opportunities!


In-person networking opportunities

Preconference breakfast

Preconference breakfasts

Attend topic-driven breakfasts while chatting with new and familiar faces.

Yoga

Yoga class in Bryant Park

Stretch and unwind before the conference with peers at a morning yoga session.

Cocktail reception

Cocktail reception

Mingle with fellow attendees over drinks to strengthen connections and grow your network.

Fun run

Fun Run

Start your morning before the Forum with a group run through Central Park.

Dine around

Dine Around

Choose your cuisine and dine with colleagues at some of Midtown’s best restaurants.

Illusionist

Illusion show

Join your peers for an interactive performance during the reception that is guaranteed to impress.

Covid-19 precautions

At the Investor Relations, Marketing, and Communications Forum 2022, we want to ensure you can safely network with industry peers and participate in the in-person learning experience. As part of our commitment to safety and in accordance with Convene’s policies and New York’s safety guidelines, we are requiring all attendees to be fully vaccinated against Covid-19.

In order to enter the Forum, guests must provide a photo ID and at least one of the following forms of proof of full vaccination against Covid-19:

  • State/city digital vaccine pass (g., New York Excelsior pass),
  • Digital copy of your Center for Disease Control vaccine card,
  • Hard copy of your Center for Disease Control vaccine card, or
  • International attendees can bring either a digital or hard copy of their official vaccination record for a Covid-19 vaccine administered outside the United States, including AstraZeneca/SK Bioscience, Serum Institute of India, COVISHIELD, Vaxzevria, Sinopharm, or Sinovac

We will NOT be accepting PCR tests, rapid tests, or one dose of Pfizer or Moderna. Masks are optional but recommended. PEI will be providing PPE including disposable masks, Clorox wipes, and hand sanitizer onsite.

Questions

If you have any questions or concerns, please do not hesitate to reach out to our customer service team at +1 212 645 1919 or customerservices@peimedia.com.