Private Equity
International
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
Monel is founder & CEO of DiligenceVault a digital diligence platform for the investment management industry. Prior to founding the firm, she was head of risk for liquid investments at Citi with oversight for hedge fund, pensions, insurance and f… Read full bio
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
Chris Barbier
Principal, Investment Management, Yardi
Chris Barbier is the Industry Principal for Investment Management at Yardi, working with clients, sales, services, and the product team in delivering real estate investment solutions. He has over 27 years of experience working with global software,… Read full bio
Charles Bauer
Partner, EnCap Investments L.P.
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
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
Danny Bloomstine
Strategic Account Director, Juniper Square
Danny is a New York City based Director at Juniper Square, a venture-backed company making the private capital markets more efficient and transparent through software and tech-enabled administration. He works with PE and VC firms to evaluate their: •… Read full bio
Marieke Boudeling
Principal, ESG & Sustainability, MJ Hudson
Marieke Boudeling joined MJ Hudson’s ESG & Sustainability team in 2017 and is now Principal. She is moving to New York to lead the expansion of MJ Hudson's ESG services in North America. Marieke has supported various types of clients, including V… Read full bio
Caitlin Brodie
Managing Director, Carlyle
Caitlin Brodie is a Managing Director at Carlyle. Ms. Brodie is based in New York and oversees Fundraising and Investor Relations in Global Private Equity for the Americas. Since joining Carlyle in 2013, she has been actively involved in the firm’s b… Read full bio
Clare Burrows
Corporate Communications & Branding, Oaktree
Ms. Burrows joined Oaktree in 2021 from Partners Group in New York, where she was responsible for communications across the U.S. including media relations, thought leadership, investment communications, and corporate messaging including ESG and Diver… Read full bio
Sijia Cai
Counsel, Davis Polk
Ms. Cai is a counsel in Davis Polk’s Investment Management Group. Ms. Cai advises private fund sponsors, including emerging fund sponsors, in connection with the organization, marketing and operation of private investment funds, including private equ… Read full bio
Annie Caucci
Director of Marketing, NewSpring
Annie Caucci leads the strategic marketing and communications efforts for NewSpring, a leading provider of private equity capital managing approximately $3.0 billion across five distinct strategies. She joined the NewSpring team in 2015 and leads all… Read full bio
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
Debby Cordeiro
Vice President, Public Affairs and Communications, Ivanhoé Cambridge
As Vice President, Public Affairs and Communications, Debby Cordeiro is responsible for moving the corporate communications strategy towards proactive communications and public affairs management including issues and reputation management. She also o… Read full bio
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
Noreen Crowe
VP Product Management, Intralinks
Noreen is Vice President of Product Management at Intralinks where she has responsibility for the Alternative Investments space. She has deep history and passion for Fintech and has worked to bring many solutions to market in the Private Equity and… Read full bio
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
Senior Director, 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
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
Heidi DuBois
Global Head of ESG, AEA Investors
Heidi is the Global Head of Environmental, Social and Governance (“ESG”) at AEA. In her role, Heidi oversees the creation and implementation of ESG policies and procedures across AEA’s portfolio companies as well as at the management company level. B… Read full bio
Kyle Dunn
Managing Director, Business Development – IR & Marketing, MJ Hudson
Kyle helps asset managers of all forms understand the value of brand and consistent communication; appreciate the importance of passionate, relevant, and interesting marketing materials; and harness the power of marketing technology. MJ Hudson (AIM:M… Read full bio
J. David Enriquez
Managing Director, Rothschild Five Arrows (Merchant Banking)
J. David Enriquez is a Managing Director on the origination team for the Five Arrows Multi Strategy (FAMS) platform. He joined Rothschild in June 2021 to cover the US market for the FAMS platform, sourcing deal flow across primaries, co-investments a… Read full bio
Laura Fahrney
Partner, Ridgemont
Laura is a Principal of Ridgemont Equity Partners and oversees the firm’s relations and communications with its limited partners. Prior to joining Ridgemont in 2013, Laura led investor relations for Blue Point Capital Partners and was a Principal at… 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 diverse commercial / institutional real estate industry experience 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 e… Read full bio
Ryan FitzGibbon
Managing Director, Prosek Partners
Ryan FitzGibbon is a Managing Director at Prosek Partners where she works with leading traditional and alternative asset managers to provide strategic counsel and guidance on how to build and protect their brands to support their long-term business g… Read full bio
Mary Kathleen (MK) Flynn
Editor-in-Chief, PE Hub
Mary Kathleen (MK) Flynn joined PEI Media as Editor-in-Chief of PE Hub in 2021. She leads the content for the Hub and covers all things private equity-related, especially transactions, trends and dealmakers. She has covered private equity and M&A… Read full bio
Mike Geller
Partner, Prosek
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
Nicola Goll
Director, Portfolio Manager, UBS
Nicola is a Global Investment Committee Member of MM PE, the Multi-managers investment team focused on Private Equity and Venture Capital that forms part of the c. USD 125bn Real Estate and Private Markets (REPM) division within UBS Asset Management.… Read full bio
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
Samer Hanini
Managing Partner, Hanini Group
Samer Hanini is a Founding Member of Hanini Group where he heads business development and construction management. He holds a Master’s degree in Architecture and Infrastructure Planning and has a strong understanding of the real estate business. Same… Read full bio
Jon Greene
Managing Director, Europe – IR & Marketing, MJ Hudson
Jon is recognized as one of the industry's most progressive IR and marketing tacticians. Domiciled in Europe, Jon's global perspective, marketing intuition, and institutional outlook translates into practical processes and powerful deliverables - reg… Read full bio
Amy Harsch
Managing Director, American Securities
Amy Harsch joined American Securities in 2010. She oversees American Securities’ and its affiliates’ investor relationships, marketing, and public relations activities, as well as fundraising efforts. Prior to joining American Securities, Amy was a P… Read full bio
Jillian Hazelton
Head of Marketing & Communications, Bregal Sagemount
Bregal Sagemount is a growth-focused private capital firm with over $3.0 billion of committed capital. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction… Read full bio
Eliot Hodges
Chief Executive Officer, Anduin
Eliot Hodges is the CEO of Anduin, a Silicon Valley technology company building the infrastructure to make the private market as efficient and transparent as the public one. Prior to Anduin, Eliot ran Growth at Anchorage, an A16Z-backed crypto techno… Read full bio
Michelle Holleman
Director of Communications, Chicago Teachers’ Pension Fund
Michelle L. Holleman currently serves as the Director of Communications for the Chicago Teachers' Pension Fund (CTPF), a $13.4 billion pension fund that services a membership of over 90,000 active and retired Chicago’s public, charter, and contract s… Read full bio
Michael Hong
Partner, Davis Polk
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
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
Kelly Howard
Partner, Head of Marketing, Adams Street Partners
Kelly is responsible for guiding Adams Street’s brand strategy and leading the execution of its global marketing and communication initiatives. Prior to joining Adams Street, he was Senior Vice President of Marketing and Communications at Two Sigma.… Read full bio
Lauren Hubbert
SVP, Brookfield Asset Management
Lauren Hubbert is a Senior Vice President of Brookfield Asset Management, where she manages the Private Funds Investor Relations function. Prior to joining Brookfield in 2020, Ms. Hubbert held Marketing and Investor Relations roles at Cerberus Capita… 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
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 with 20 years of experience in private equity/venture capital investor rel… Read full bio
Rod James
Senior Reporter, Private Equity International and Secondaries Investor
Rod James is senior reporter with Secondaries Investor and Private Equity International, based in the London office. Prior to PEI, his roles included a stint as a freelancer covering fintech and transaction banking, CEEMEA capital markets reporter wi… Read full bio
Chris Janiec
Americas Editor, Agri Investor
Chris Janiec is an America's Editor with Agri Investor and previously wrote about non-bank finance for Private Debt Investor. A graduate of the NYU Center for Global Affairs, Janiec is also a member of the Carnegie New Leaders and the National Commit… 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
James Lawler
Founder & CEO, Osmosis Films
James Lawler is the Founder and CEO of Osmosis, a creative agency and production company specializing in creating documentary films, videos, animation, interactive and other storytelling media across a wide spectrum of industries and organizations (w… Read full bio
Sharmila Kassam
Head of Asset Owner Solutions, Nasdaq
Shar Kassam is the Chief Operating Officer of Nasdaq Asset Owners Solutions, focusing on connecting with asset owners and aligning with industry stakeholders to pursue Nasdaq’s overall vision for the markets, data and technology. Previously, Shar was… 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
Elena Kulakovska
Business Development Executive, SS&C Intralinks
Elena is a Business Development Executive at SS&C Intralinks, helping Private Equity, Venture Capital, and Real Estate Funds with their Fundraising, Digital Investor Onboarding and Investor Reporting needs. Drawing on her 15 years of experience i… Read full bio
Ari Levine
Director of Communications & Investor Relations, Unigrains
Ari Levine joined Unigrains, Europe’s leading agri-food investor, in 2016 and manages the Group’s Communications and CSR-ESG activities. He was previously Communications Manager at 21 Invest, a mid-market pan-European PE firm. He began his career as… Read full bio
John Little
Senior Director, CBRE Investment Accounting & Reporting
John Little is a Senior Director of Business Development within CBRE’s Investment Accounting & Reporting business, which provides extensive services to Real Estate investment managers, from fund administration to property accounting and data mana… Read full bio
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
Rory Mabin
AVP—Head of Fund Secondaries, Nasdaq Private Fund Solutions
Rory is an AVP and the Head of Fund Secondaries at Nasdaq Private Fund Solutions. In her time at Nasdaq, she has played an integral role in defining new secondary platform features designed to increase transaction efficiency. Rory also leads business… Read full bio
Molly Mahoney
Senior Vice President, Slate Asset Management
Molly Mahoney is a Vice President of Slate Asset Management and is focused on the firm’s capital raising efforts. Molly has over 13 years of experience in capital raising and marketing alternative products and services to North American institutional… Read full bio
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
Brian Marchand
Chief Product Officer, InvestorFlow
Brian Marchand is the co-founder and Chief Executive Officer of Cloud Theory. He has been recognized as a visionary leader whose client centric approach has led to lasting partnerships across the financial services industry. With over 20 years of exp… Read full bio
Alexis Maskell
Partner, Head of Investor Relations, BC Partners
Alexis joined BC Partners in May 2021. Previously, Alexis worked at Citigroup, where he was a Managing Director and Head of the Financial Sponsors Group for EMEA. Alexis brings over two decades of investment banking experience having spent the first… Read full bio
Meghan Mazza
Global Head of Social Media, Carlyle
Meghan Mazza is the Global Head of Social Media at Carlyle. Meghan is based in New York and oversees the strategic distribution of Carlyle’s content and stories through the right channels for specific audiences. Prior to joining Carlyle, she was an A… Read full bio
Kate McGann
Principal, Corporate Marketing and Communications, Hamilton Lane
Kate is a Principal at Hamilton Lane in the Marketing and Communications Department, responsible for the firm’s media and public relations efforts. Prior to joining Hamilton Lane in 2016, Kate was a Director with Broadridge Financial Solutions (NYSE:… Read full bio
Colleen McKenzie
Vice President, Investor Relations, Butterfly
Colleen McKenzie is a Vice President at Butterfly and is responsible for helping to manage investor relations including fundraising activities and co-investments. Prior to joining Butterfly, Ms. McKenzie worked at Hellman & Friedman as a member o… Read full bio
Sinead O’Sullivan
Investor Relations, Viking Global
Ms. O’Sullivan is the Director of the Investor Services at Viking Global Investors. From 2006 until she joined Viking in 2020, Ms. O’Sullivan worked as a member of the Investor Relations Operations team at J.P. Morgan. Ms. O’Sullivan is a graduate of… Read full bio
Maureen O'Toole
Managing Director, Investor Development Head: Americas, Actis
Maureen O’Toole is head of the Americas Investor Development Group for Actis. She and her team work with investors in Actis funds to keep them fully appraised of the progress and performance of their investments. Importantly, they work with potential… 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
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, 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
Tim Quinn
Senior Vice President, Edelman
Tim advises private capital firms, asset managers, and other financial services clients on ongoing reputational management and corporate positioning. Across private capital and asset management, he advises clients on ways to effectively use media rel… Read full bio
Gretchen Robinson
Director, Capital Formation-Business Development, GI Partners
Gretchen Robinson is a Director, Capital Formation-Business Development, of GI Partners. She is focused on the firm’s investor relations and marketing initiatives. Prior to joining GI Partners, Gretchen was Vice President of Investor Relations at Gen… Read full bio
Matt Schuler
Senior Vice President, Global Communications, LaSalle
Matt Schuler is Senior Vice President, Global Communications at LaSalle, a position he assumed in 2020 after joining the firm in 2016 as Head of Americas Communications. In his role, Matt oversees corporate, product and asset-level communications for… Read full bio
Tracy Schwartz
Executive Vice President, Digital Financial Communications, Edelman
Tracy Schwartz is the Executive Vice President of Edelman’s Digital Financial Communications practice and brings more than 20 years of experience in bridging the gap between traditional strategy and online positioning to the table. Before joining Ede… Read full bio
Rajesh Senapati
Managing Director, HarbourVest
Rajesh Senapati joined HarbourVest in 2005 as an associate focused on secondary investments. Raj focuses on global secondary private equity investments purchased through both traftional and more complex transactions. He has played a lead role in Harb… Read full bio
Eric Simas
Principal, HarbourVest
Eric Simas joined HarbourVest in 2011 and rejoined HarbourVest’s primary team in 2016 after completing his MBA. Eric focuses on US venture, buyout, and credit investments, including the evaluation, due diligence, and monitoring of partnerships. Eric’… Read full bio
Joseph Smith
Partner, Schulte Roth & Zabel
Joseph A. Smith represents private equity fund sponsors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies. In this capacity, Joe advises clients on securities, governance, ERISA, Inv… Read full bio
Pete Stavros
Co-Head of US Private Equity, KKR & Founder and Chairman, Ownership Works
Pete is the Founder and Chairman of Ownership Works. Pete’s interest in employee ownership began with his Dad who worked as an hourly construction worker in Chicago for 40 years and experienced what most Americans do — a lack of incentive alignment w… Read full bio
Yvonne Stoicheva
Director, Strategic Initiatives & Enterprise Application Management, TPG
Yvonne is a Director in the Services Operations Group at TPG, a leading global alternative asset management firm. She oversees strategic initiative technology projects and manages enterprise applications for the firm, including TPG’s Investor Portal… Read full bio
Dan Sullivan
Client Partnerships - North America, DiligenceVault
Dan Sullivan is a member of the Client Partnerships team at DiligenceVault. Prior to joining DiligenceVault, Dan spent 6 years in asset management distribution, most recently as a Vice President at Zacks Investment Management. Dan graduated from Quin… Read full bio
Sarah Tomolonius
VP, Investor Relations, M13
Sarah Tomolonius is the Vice President of Investor Relations at M13, a consumer tech-focused full-service venture capital engine. Ms. Tomolonius is the co-founder of the Sustainability Investment Leadership Council. Ms. Tomolonius served as Vice Pres… 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
Richard Walsh
Partner, Court Square
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
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
Kenya Williams
Managing Director and Product Specialist, Oaktree
Ms. Williams is a managing director and product specialist for Oaktree’s Real Estate strategies. She also oversees the real estate product specialist team. In these capacities, Ms. Williams and her team are responsible for various aspects of real est… Read full bio
Nigel Williams
Chairman, Managing Partner, Royalton Partners
Nigel has over 40 years of experience in the financial services industry. He is the Chairman and co-founder of Royalton Partners since inception in 1996. Prior to founding Royalton Partners, Nigel was the CEO of Prague-based Creditanstalt Investment… Read full bio
Donna Yip
Managing Director Asset Management, Antares
Ms. Yip is a managing director with Antares Capital’s Asset Management team. Ms. Yip is focused on the structuring of new funds and programs, fundraising campaigns and strategies, and negotiating terms with investors and stakeholders. Prior to joinin… 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
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
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
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, 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
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
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.
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.