International
Investor Relations, Marketing & Communications Forum New York 2022
19 - 20 April 2022,
Convene, 117 W 46th St, New York
PEI’s Investor Relations, Marketing & Communications Forum New York 2022 has ended. However, our San Francisco Forum will take place on September 7-8, 2022. Click the link below for more information about the San Francisco Forum 2022.
Harnessing industry changes, trends, and new opportunities
In its 17th year, the Forum brought 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 gathered during a critical time to discuss significant day-to-day pain points in dealing with the COVID-19 crisis, how the industry has pivoted 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 extensive networking opportunities, the Forum addressed these challenges and provided 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
2022 attendees included...
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…
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…
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 equity. It’s two days full of applicable content that is very hard to find elsewhere.
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 more information.
Post-Event Resources
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.

Monel Amin
Founder and CEO, DiligenceVault

Christine Anderson
Global Head of External Relations, Blackstone

Mary Armstrong
Managing Director, General Atlantic

Chris Barbier
Principal, Investment Management, Yardi

Charles Bauer
Partner, EnCap Investments L.P.

Mary Kate Bertke
Managing Director, Head of Investor Relations, Great Hill Partners

Danny Bloomstine
Strategic Account Director, Juniper Square

Marieke Boudeling
Principal, ESG & Sustainability, MJ Hudson

Caitlin Brodie
Managing Director, Carlyle

Clare Burrows
Corporate Communications & Branding, Oaktree

Sijia Cai
Counsel, Davis Polk

Annie Caucci
Director of Marketing, NewSpring

Alanna Chaffin
Co-Head, Investor Relations & Communications, OpenGate Capital

Debby Cordeiro
Vice President, Public Affairs and Communications, Ivanhoé Cambridge

Shavonne Correia
Head of Investor Relations & Marketing, KPS Capital Partners

Noreen Crowe
VP Product Management, Intralinks

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

Kristy DelMuto
Senior Director, Strategic Marketing, LLR

Kristin DePlatchett
Partner, Head of Investor Relations, Trilantic North America

Heidi DuBois
Global Head of ESG, AEA Investors

Kyle Dunn
Managing Director, Business Development – IR & Marketing, MJ Hudson

J. David Enriquez
Managing Director, Rothschild Five Arrows (Merchant Banking)

Laura Fahrney
Partner, Ridgemont

Katie Fasken
Managing Director, Slate Asset Management

Steve Felix
Partner & Co-Founder, Felix / Weiner Consulting Group

Ryan FitzGibbon
Managing Director, Prosek Partners

Mary Kathleen (MK) Flynn
Editor-in-Chief, PE Hub

Mike Geller
Partner, Prosek

Nicola Goll
Director, Portfolio Manager, UBS

Melissa Greenberg
Head of Investor Relations, North Peak Capital

Samer Hanini
Managing Partner, Hanini Group

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

Amy Harsch
Managing Director, American Securities

Jillian Hazelton
Head of Marketing & Communications, Bregal Sagemount

Eliot Hodges
Chief Executive Officer, Anduin

Michelle Holleman
Director of Communications, Chicago Teachers’ Pension Fund

Michael Hong
Partner, Davis Polk

Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners

Kelly Howard
Partner, Head of Marketing, Adams Street Partners

Lauren Hubbert
SVP, Brookfield Asset Management

Michelle Jacobi
Managing Director, Gatewood

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

Rod James
Senior Reporter, Private Equity International and Secondaries Investor

Chris Janiec
Americas Editor, Agri Investor

Jason Jerista
Managing Director, Investor Relations, LLR Partners

Franny Jones
Managing Director, The Sterling Group

James Lawler
Founder & CEO, Osmosis Films

Sharmila Kassam
Head of Asset Owner Solutions, Nasdaq

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

Elena Kulakovska
Business Development Executive, SS&C Intralinks

Ari Levine
Director of Communications & Investor Relations, Unigrains

John Little
Senior Director, CBRE Investment Accounting & Reporting

Maggie Littlefield Sahlman
Managing Director and Head of Investor Relations, Charlesbank

Rory Mabin
AVP—Head of Fund Secondaries, Nasdaq Private Fund Solutions

Molly Mahoney
Senior Vice President, Slate Asset Management

Laura Manley
Chief Marketing Officer, MetLife Investment Management

Brian Marchand
Chief Product Officer, InvestorFlow

Alexis Maskell
Partner, Head of Investor Relations, BC Partners

Meghan Mazza
Global Head of Social Media, Carlyle

Kate McGann
Principal, Corporate Marketing and Communications, Hamilton Lane

Colleen McKenzie
Vice President, Investor Relations, Butterfly

Sinead O’Sullivan
Investor Relations, Viking Global

Maureen O'Toole
Managing Director, Investor Development Head: Americas, Actis

Stacey Monteiro Leanos
Director of Investor Relations, ACME

Drake Paulson
Senior Director, Nasdaq Private Funds

Gina Lee Peyton
Partner, Capital Formation, Castlelake

Tim Quinn
Senior Vice President, Edelman

Gretchen Robinson
Director, Capital Formation-Business Development, GI Partners

Matt Schuler
Senior Vice President, Global Communications, LaSalle

Tracy Schwartz
Executive Vice President, Digital Financial Communications, Edelman

Rajesh Senapati
Managing Director, HarbourVest

Eric Simas
Principal, HarbourVest

Joseph Smith
Partner, Schulte Roth & Zabel

Pete Stavros
Co-Head of US Private Equity, KKR & Founder and Chairman, Ownership Works

Yvonne Stoicheva
Director, Strategic Initiatives & Enterprise Application Management, TPG

Dan Sullivan
Client Partnerships - North America, DiligenceVault

Sarah Tomolonius
VP, Investor Relations, M13

Nathan Urquhart
Partner and Global Head of Investor Relations, Carlyle

Richard Walsh
Partner, Court Square

Liz Weiner
Partner & Co-Founder, Felix / Weiner Consulting Group

Kenya Williams
Managing Director and Product Specialist, Oaktree

Nigel Williams
Chairman, Managing Partner, Royalton Partners

Donna Yip
Managing Director Asset Management, Antares
Advisory board

Christine Anderson
Global Head of External Relations, Blackstone

Mary Kate Bertke
Managing Director, Head of Investor Relations, Great Hill Partners

Alanna Chaffin
Co-Head, Investor Relations & Communications, OpenGate Capital

Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners

Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners

Gina Lee Peyton
Partner, Capital Formation, Castlelake

Maggie Littlefield Sahlman
Managing Director and Head of Investor Relations, Charlesbank

Laura Manley
Chief Marketing Officer, MetLife Investment Management

John Thompson
Global Communications Director, Actis
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.
In-person networking opportunities
Preconference breakfasts
Attend topic-driven breakfasts while chatting with new and familiar faces.
Yoga class in Bryant Park
Stretch and unwind before the conference with peers at a morning yoga session.
Cocktail reception
Mingle with fellow attendees over drinks to strengthen connections and grow your network.
Fun Run
Start your morning before the Forum with a group run through Central Park.
Dine Around
Choose your cuisine and dine with colleagues at some of Midtown’s best restaurants.
Masterclasses
Join your peers for roundtables hosted by expert speakers to gain in-depth industry insights.
Hotel & venue
All conference sessions will take place at Convene.
Although the hotel room block is now closed, there are a number of hotels near the event venue, including the Kimpton Muse Hotel and The Times Square EDITION.
Event venue
Convene
117 W 46th St
New York, NY 10036
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 per Convene’s policies and New York’s safety guidelines, we are requiring all attendees to be fully vaccinated against Covid-19.
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
- 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.