Investor
Relations
Network
Relations
Network
New York Forum
March 26-27, 2025
Convene, 360 Madison Avenue, New York
Navigating industry changes, trends, and new opportunities
Celebrate 20 years of proven strategies at the leading event for investor relations and marketing professionals in private markets.
Discover new fundraising tactics, marketing approaches, and practical guidance for attracting and retaining investors with an agenda tailored to today’s market.
This year’s event features unique opportunities for industry connection: an interactive Breakfast of Champions, our 20th Anniversary Reception, and the results of PEI’s Investor Relations and Marketing Compensation Survey.
Connect & collaborate
Forge valuable connections with your peers through interactive discussions, engaging panel sessions, and extensive networking opportunities.
Stay
informed
Excel in your role and drive success for your firm as you discuss current trends, engage in problem-solving discussions, and uncover actionable takeaways.
Empower your team
With specific sessions focused on IR, marketing, fundraising, and communications, your full team will return to the office with fresh strategies.
Who attends the leading events for IR professionals?
2025 featured networking opportunities
Build a community that transcends the Forum
20th Anniversary Reception
Join us to reflect on our 20-year journey, honor shared achievements, and look ahead.
Round out your first day at the Forum with a toast to outstanding professionals whose vision, creativity, and commitment have transformed the private fund investor relations and marketing landscape. Then unwind over refreshments, connect with new faces, and broaden your professional community.
Breakfast of Champions
Problem Solving Potluck: Real Challenges, Real Solutions, Better Outcomes
In this lively session, hear your peers’ most pressing challenges and their innovative solutions. With an emphasis on real-world applications, you’ll walk away with practical strategies and fresh ideas to improve outcomes at your own firm.
Come prepared to learn and share!
2025 fireside chats
Find out what a private equity “brand” means to Hg.
Tom Eckersley, Head of Marketing, will discuss:
- Lessons learned from rebrands
- How to evoke a positive and accurate representation of your firm
- The keys to marketing for origination vs. fundraising
- What’s next for this ever-evolving function in private capital
Build an internal culture that optimizes external relationships.
Kristin Custar of The Jordan Company will discuss how to:
- Recognize potential leaders by identifying key attributes and mindset
- Develop a comprehensive IR and marketing program with a team-based approach
- Tailor your message to regional markets with targeted communications strategies
2025 agenda highlights
For the last 20 years, the forum has established a reputation for keeping its attendees on top of emerging trends and challenges.
Through engaging panels, interactive think tanks, working groups, and keynote discussions, attendees learned how to:
- Navigate the current market to propel your career forward
- Leverage new technologies to reach new investors
- Tap into emerging sources of funding including family offices, RIAs and private banks
- Optimize messaging to maintain strong LP relationships
- And much more…
2025 speakers
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…
Pre-Event Resources
Be part of industry-leading events for global private equity professionals
Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.
Experts leading the discussion in 2025
Andrew J. Campbell
Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Rebeca Ehrnrooth
Managing Director, Head of Investor Relations & Capital Markets, Equilibrium Capital
Priya Pradhan Karkar
Managing Director, Investor Relations and Business Development, Kline Hill Partners
Emily Melchior
Partner, Head of Investor Relations, Marketing & Administration, American Industrial Partners
Allan Petersen
Managing Director and COO, responsible for investor relations and firm operations, Nautic Partners
William Rosener
Managing Director, Head of Institutional Client Solutions for Strategic Partners, Blackstone
Kenya Williams
Managing Director and Real Estate Product Specialist, Oaktree Capital Management L.P.
2025 advisory board
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Connect with fundraising and communications experts
Grow your network by connecting with an expansive community of investor relations, marketing, and communications professionals within private markets and venture capital.
Form lasting and valuable relationships with industry leaders by participating in meaningful discussions throughout the networking-focused agenda.
Networking opportunities
Breakfast meetings and think tanks
Discuss critical issues and exchange insight about curated topics with your peers at the day-one breakfast meetings and invitation-only day-two pre-conference think tanks.
Networking breaks and lunches
Converse with your peers to form lasting connections and discuss solutions to shared challenges during the many designated networking breaks between panels and at lunch.
Interactive workshops
Guided by experts and thought leaders, the working group sessions combine panels with roundtable discussions to spark peer-to-peer engagement around big-picture challenges.
Browse the attendee list
Connect with IR, marketing, and communications professionals
See what attendees said about the forum in 2022
Testimonials
“The event was a fantastic opportunity to meet like-minded individuals, with whom we could share ideas, in an open and safe forum, and learn from each other.”
“Great to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.”
“A great conference to meet like-minded peers to discuss the intricacies of investor relations and marketing inside private equity.”
Covering the topics most important to you
Have a topic you would like to discuss at next year’s Forum?
Contact Chris Tams at chris.t@pei.group to discuss speaking opportunities.
View agenda page
Agenda
Day 1 - Wednesday 26th
Registration and Breakfast
07:45 - 09:00
Registration and Breakfast
Interactive Breakfast Discussions
08:10 - 08:55
Breakfast Meeting: Investor relations and marketing career development
Lauren Gruchy,
Ashley Webster,
Kristen Margeson,
Karolina Kmiecik,
Jillian Hazelton
- What is appropriate compensation?
- Becoming proficient and rank skills needed
- Breaking through the glass ceiling or parallel opportunities
- What is the hiring environment?
- Different needs of senior level vs junior level for growth
Moderator:
Lauren Gruchy, Global Events Lead, Georgian
Panelists:
Ashley Webster, Senior Director, Global Head of Real Estate Investor Relations, Nuveen Real Estate
Kristen Margeson, Vice President, Investor Relations and Marketing, Atlas Venture
Karolina Kmiecik, Senior Vice President, Head of Communications, Slate Asset Management
Jillian Hazelton, Head of Marketing and Communications, Bregal Investments
Welcoming remarks
09:00 - 09:15
Welcome
Will Wilkinson,
Brian Anderson
09:00 - 09:15
Chair Opening Remarks
Melissa Cameron
Melissa Cameron, Head of Marketing Europe, Advent
09:15 - 10:00
Keynote: Building resilient relationships with investors
Kristin Custar,
Mary Kathleen (MK) Flynn
- Discuss factors affecting the current environment
- The importance of establishing credibility
- Plan for succession, including rebranding
- Build a strong culture internally to achieve better external relationships
Keynote:
Kristin Custar, Partner, Head of the Global Investor Capital Group, The Jordan Company
Moderator:
Mary Kathleen (MK) Flynn, Editor-in-Chief, PE Hub
Plenary
10:00 - 10:45
A Day in the life: An inside look with two thought leaders in the LP community
Rick Walsh,
Dodson Worthington,
Erik Cafarella
- Forge and fortify LP relationships by learning what LPs and appreciate
- Glean lessons from what the day-to-day looks like for LPs
- Augment your approach with insights into what LPs are seeing in terms of outreach
- Improve communications with a window into what, how and how often LPs want to hear from you
- Get from “us-them” (transactional) conversation to the “we” conversation
- Negotiate fees, terms, etc without upsetting your LP-GP dynamic
- Know works when delivering news that ranges from not-so-good to bad
Moderator:
Rick Walsh, Partner, Court Square Capital Partners
Panelists:
Dodson Worthington, Managing Director, Churchill Asset Management LLC
Erik Cafarella, Co-founder & Managing Partner, Nebrodi Partners
Break
10:45 - 11:15
Networking break
Plenary
11:15 - 12:00
Leverage new and emerging technologies
Nicole Faurot,
Laura Fahrney,
Thomas Buley,
Peter Rosenstein,
Kathleen Rochard
- Building technology solutions vs leveraging technology software
- How firm size and resources impact technology
- What are back-end prerequisites for technology implementation and management
- Consider metrics and other evidence that indicate goals achieved
- Discuss best practices within technologies and workflows
- Consider AI’s limitations and opportunities
Moderator:
Nicole Faurot, Director, Director of Fundraising and Investor Relations, The Riverside Company
Panelists:
Laura Fahrney, Partner, Investor Relations, Ridgemont Equity Partners
Thomas Buley, Founder and CEO, Sightglass
Peter Rosenstein, Chief Product Officer, Digital Solutions, Gen II Fund Services
Kathleen Rochard, Vice President, Investor Relations and Marketing, Serent Capital
11:15 - 12:00
Rise of semi-liquid vehicles in private markets
Fatma Luy,
Natalie Harvard,
Rachel Lemberg,
Kenya Williams,
Nikki Reyes
• Survey the competitive landscape of semi-liquid funds
• Identify unique selling points and potential differentiators
• Discuss market trends and investor preferences related to this asset class
Moderator:
Fatma Luy, Director, CVC Capital Partners
Panelists:
Natalie Harvard, Partner, Head of Investor Relations, Oak Hill Advisors
Rachel Lemberg, Head of Business Development and Investor Relations, ITE Management
Kenya Williams, Managing Director – Real Estate Product Specialist, Oaktree Capital Management
Nikki Reyes, Business Development and Investor Relations Director, Benefit Street Partners
Luncheon
12:00 - 13:00
Lunch
Think Tanks: GP-only gatherings for candid discussions in a closed-door without any media, vendors, or service providers in the room.
13:00 - 13:50
Think Tank A: Communication strategies to develop and protect your relationships
Mary Armstrong,
Tracie Kelly
- Identify communication dos and don’ts
- Discuss messaging fundamentals
- What is the key to crisis messaging
- Utilizing new technology and subscription models
- Compare the strategies for gaining traction to distinguish your firm
Co-facilitators:
Mary Armstrong, Head of Marketing & Communications, General Atlantic
Tracie Kelly, Director of Marketing, Excellere Partners
13:00 - 13:50
Think Tank B: Expand and Enhance the due diligence experience during fundraising
Betsy Sylvester,
Jolie von Arnim
- Use marketing skillsets to translate and position information and incremental materials to LPs
- Marketing and IR collaboration
- How to manage expectations internally how to
- Address trends in LP expectations for fundraising
- Changing pre-marketing prep and what is standard in your data room
Co-facilitators:
Betsy Sylvester, Managing Director, Head of Client Management, Castlelake
Jolie von Arnim, Head of Investor Relations, Freshstream
Streams
13:55 - 14:45
AI: Present use cases and possibilities
Arielle Gross Samuels,
Brad Thawley,
Raj Bakhru,
Jeff Mills,
Lauren Hubbert
- Vision of AI and its transformative potential
- How can AI help IR from a functional perspective (capital formation, DDQs…)
- How to evaluate investment opportunities for AI
- What does it mean to rethink business models using AI
- What does this mean from a people perspective – how to augment your team
- Tricks and traps for using AI and what third parties are people using
Moderator:
Arielle Gross Samuels, Chief Marketing and Communications Officer, General Catalyst
Panelists:
Brad Thawley, Partner, Limited Partner Relations, New Enterprise Associates (NEA)
Raj Bakhru, Chief Executive Officer, BlueFlame AI
Jeff Mills, Partner, Head of Investor Relations, Madrona
Lauren Hubbert, Head of Investor Solutions, Brookfield Asset Management
13:55 - 14:45
Build and Develop your team
Caitlin Brodie,
Andrew J. Campbell,
Kathryn Pothier,
Stanley Yu,
Shavonne Correia
- Compare inhouse vs agency implications
- Where are you looking to hire, including specialization areas
- Implications for building and managing your team if you are a one hub or regional ops firm
- Get C-suite buy-in to procure investment in and resources
- Tailor your team structure
- Find the intersection of IR and marketing teams and how collaboration works and doesn’t work
Moderator:
Caitlin Brodie, Managing Director, The Carlyle Group
Panelists:
Andrew Campbell, Partner, DC Capital Partners
Kathryn Pothier, Partner, Epiris
Stanley Yu, Principal, Investor Relations, Leonard Green & Partners
Shavonne Correia, Head of Investor Relations and Marketing, KPS Capital Partners
Andrew J. Campbell
Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC
Read bio
13:55 - 14:45
Emerging sources of funding: Family offices and multi-family offices
Sunil Rao,
Emily Mason,
Leslie Hill,
David Katona,
Allan Petersen
- US vs global challenges and opportunities
- Contrast workable approaches for attracting and keeping family office vs multi-family offices
- Differentiate your product
- Cater to consultants to maximize return on investment
Moderator:
Sunil Rao, COO and CFO, Plum Alley Ventures Company
Panelists:
Emily Mason, Managing Director, Head of Investor Relations & Fundraising, Cornell Capital
Leslie Hill, Partner, Chief Operating Officer of Global Capital Formation, Sagard
David Katona, Head of Business Development and Investor Relations, Petrichor + Scion
Allan Petersen, Managing Director and COO, Nautic Partners
Allan Petersen
Managing Director and COO, responsible for investor relations and firm operations, Nautic Partners
Read bio
Networking break
14:45 - 15:15
Networking Break
14:45 - 15:15
Speaker office hours
Adam Smallman,
Dan Fordyce,
Michael Felman,
Alex Curry
During this auxiliary session, speakers and other participants will meet up to expand the conversation about a popular session topic. The bulk of the questions during this informal panel will be participant questions.
Expansion of LP wisdom on building strong relationships with GPs panel (4:10-5:00)
Moderator:
Adam Smallman, Director of Membership Content, PEI
Speakers:
Dan Fordyce, Senior Associate, Summation Capital
Michael Felman, President and CEO, MSF Capital Advisors
Alex Curry, Senior Associate, CPP Investment Board
Streams
15:15 - 16:05
Collaborative synergies with internal allies
Jeff Mills,
Kate McGann,
Michelle Daubar,
Karen Heidelberger
- Fostering positive collaboration with an empathy for IR and marketing’s respective roles
- Relate imperatives and get in step with C-level and other functions
- Make third-party participants more productive
- Practical approaches for when you’re facing roadblocks
- Use of technology for workflow
Moderator:
Jeff Mills, Partner, Head of Investor Relations, Madrona
Panelists:
Kate McGann, Principal, Corporate Communications and PR, Hamilton Lane
Michelle Daubar, Partner, Investor Relations & Capital Formation, Oak HC/FT
Karen Heidelberger, Partner, Chief Partnership Officer, Deerfield Management
15:15 - 16:05
Storytelling that is authentic and compelling
Shernaz Daver,
Jennifer Rogg,
Allison Yazel,
Guantong Sun
- What is the right approach for your firm
- Pave your unique brand journey
- What rings true with disparate constituencies
- Importance of tailoring message length and channel(s) used based on audience
- Best-in-class thought leadership: Owned content and digital storytelling
Moderator:
Shernaz Daver, Operating Partner, Khosla Ventures
Panelists:
Jennifer Rogg, Managing Director – Head of Investor Relations, Dunes Point Capital
Allison Yazel, Vice President, Marketing, Manna Tree Partners
Guantong Sun, Head of Investor Relations, Turning Rock Partners
15:15 - 16:05
Side letter negotiations and LP requests
Natasha S. Siegal,
Michael Hong,
Nina Assouline,
Brian Smiga,
Jennifer Delaney
- What terms in side letters are new in past 12 months?
- What are LPs asking for?
- At what point should IR be in the conversation?
- Manage your internal constituency and manage your fund law firm
- Work in concert with other functions and what you can do ahead of time to harmonize
- Use marketing skillsets to translate and position information and incremental materials to LPs
Moderator:
Natasha S. Siegal, Head of Investor Relations, Veritas Capital
Panelists:
Michael S. Hong, Partner, Investment Management, Davis Polk & Wardwell
Nina Assouline, Deputy General Counsel, Harvest Partners
Brian Smiga, Co-founding Partner, Alpha Partners
Jennifer Delaney Head of Investor Relations for Equity Private Markets, BlackRock
Plenary
16:10 - 17:00
LP Panel: LP wisdom on building strong relationships with GPs
Amrita Mainthia ,
Alex Curry,
Dan Fordyce,
Alex Hwang,
Michael Felman
- Managing relationships amid slower/challenging DPI
- Best in class GP/LP engagement beyond fundraising cycles
- Advice on communicating authentically/programmatically with LPACs
- Reporting expectations vs. exasperation: how often and what are you reporting
Moderator:
Amrita Mainthia, VP, Investor Relations, General Catalyst
Panelists:
Alex Curry, Senior Associate, CPP Investment Board
Dan Fordyce, Senior Associate, Summation Capital
Alex Hwang, Managing Director, KKR Solutions, KKR
Michael Felman, President and CEO, MSF Capital Advisors
Reception
17:00 - 18:00
20th Anniversary Reception
This year, we’re celebrating two big milestones – the 20th anniversary of the investor relations forum and the launch of our Investor Relations Network!
Join as we toast to our years of success and to thank the trailblazers who made them possible.
Agenda
Day 2 - Thursday 27th
Breakfast
08:00 - 09:00
Breakfast
08:10 - 09:05
Breakfast of Champions - Investor Relations Network members only
Problem Solving Potluck: Real Challenges, Real Solutions, Better Outcomes
With an emphasis on real-world experiences and solutions, this lively session is sure to be a favorite—providing invaluable takeaways from the shared expertise of industry professionals.
Every attendee shares one issue they faced, their solution and the outcome. Pre-registration will be required. You will walk away with actionable insights and practical strategies you can use to improve outcomes.
Hear the most pressing challenges your peers have faced, their innovative solutions and their outcomes. Whether it’s navigating investor communications during a market downturn, refining marketing strategies to attract the right investors, or tackling complex compliance issues around fund promotions, this session offers a unique opportunity for peer-to-peer exchange.
R.S.V.P. required
Opening Remarks
09:10 - 09:15
Opening Remarks
Melissa Cameron
Melissa Cameron, Head of Marketing Europe, Advent
09:15 - 10:00
Keynote Fireside Chat: Marketing matters: Brand evolution during market revolution
Tom Eckersley,
Mary Kathleen (MK) Flynn
- Opportunities and growing pains: Challenges and prospects related to rapid growth
- Effect and implications of marketing for origination vs fundraising vs reputation management
- Lessons learned from brand strategy evolution and ‘rebrands’
- Explore the role of media to your brand
- How to scale a team
- How do you measure marketing success?
Keynote: Tom Eckersley, Head of Marketing, Hg
Moderator: Mary Kathleen (MK) Flynn, Editor-in-Chief, PE Hub
10:00 - 10:50
Objective-driven AGMs: Design your program with priorities in mind
Carsten Huwendiek,
Irene Hong Edwards,
Jennifer Ma,
Kathlika Fontes,
Ashley Johansen,
Richard Carpenter
- Hear the evolution and latest trends in and best practices for AGMs
- What during, pre-AGM and post-AGM communications work
- Leverage content of AGM to attract new LPs after the AGM
- What approaches and timing the highest/lowest levels of engagement
- How do you use (and not use) your LPAC to inform/guide your AGM
- Does video and other technologies (e.g. social media, app) work
Moderator:
Carsten Huwendiek, Managing Director, Marketing and Communications, CVC Capital Partners
Panelists:
Irene Hong Edwards, Partner, Head of Investor Relations, Lovell Minnick Partners
Jennifer Ma, Principal, Advent
Kathlika Fontes, Director of Investor Relations, Grain Management
Ashley Johansen, Head of IR and Fundraising, Monomoy Capital Partners
Richard Carpenter, Chief Executive Officer, Bladonmore
Networking break
10:50 - 11:20
Networking Break
10:50 - 11:20
Speaker office hours - Investor Relations Network members only
Carsten Huwendiek,
Irene Hong Edwards,
Jennifer Ma,
Kathlika Fontes,
Ashley Johansen,
Richard Carpenter
During this auxiliary session, speakers and other participants will meet up to expand the conversation about a popular session topic. The bulk of the questions during this informal panel will be participant questions.
An extension of the Objective-driven AGMs: Design your program with priorities in mind session (10:00-10:50)
Moderator:
Carsten Huwendiek, Managing Director, Marketing and Communications, CVC Capital Partners
Panelists:
Irene Hong Edwards, Partner, Head of Investor Relations, Lovell Minnick Partners
Jennifer Ma, Principal, Advent
Kathlika Fontes, Director of Investor Relations, Grain Management
Ashley Johansen, Head of IR and Fundraising, Monomoy Capital Partners
Richard Carpenter, Chief Executive Officer, Bladonmore
Streams
11:20 - 12:10
Crisis communications and issues management: Never let a good crisis go to waste
Emily Schillinger,
Stephanie Bednar,
Lauren Testa,
Sarah Wessling,
Farrell Denby
- What constitutes a crisis?
- Prepare for the unexpected and organizing with an emphasis on immediacy
- Plan for the expected and proactive strategies to manage negative stories
- Manage SEO and other solutions to anticipate and pre-empt crisis
- Scenario and contingency planning based on the most relevant situations for your firm, its leadership and portfolio companies
Moderator:
Emily Schillinger, Executive Vice President of Public Affairs, American Investment Council
Panelists:
Stephanie Bednar, Head of Investor Relations, H.I.G. Capital
Lauren Testa, Head of Marketing, North America, Advent
Sarah Wessling, Vice President, Growth Strategy, FEG Investment Advisors
Farrell Denby, Vice President, Corporate Communications & Branding, Oaktree Capital Management
Farrell Denby
Vice President, Corporate Communications & Branding, Oaktree Capital Management
Read bio
11:20 - 12:10
Select and manage placement agents
James Varela,
Mac Hofeditz,
Alia Rafi,
Nancy Katz,
Shant Mardirossian
- How the placement agent landscape has changed and how does it impact selection
- What is the role of placement agents and how does firm maturity affect this
- What is the process around selecting a placement agent
- How to coordinate the timing and your collaboration
- Compare and contrast using regional vs global placement agents
- What is the value-add
Moderator:
James Varela, Partner, Head of Middle East, Rede Partners
Panelists:
Mac Hofeditz, Managing Director, Vector Capital Management
Alia Rafi, Principal, Investor Relations and Fundraising, FTV Capital
Nancy Katz, Senior Director, Costanoa Ventures
Shant Mardirossian, Partner and Chief Operating Officer, Kohlberg & Company
11:20 - 12:10
Leverage growth areas: Private banks & RIAs
Ruth Lane,
Sean Cumiskey,
Abubakr "Mali" Malida,
Carrie DiLauro,
John Ancona
- Taxonomy of private banks and the variations within each category
- How to market and pitch differently
- What makes PE firms stand out from others for RIAs and private banks
- Scalability: What structure are you using to bring them in and how to service them?
- Changes and trajectory of private bank and RIA market
Moderator:
Ruth Lane, Head of Investor Relations, Sterling Investment Partners
Panelists:
Sean Cumiskey, Head of Investor Relations, Omega Funds
Abubakr “Mali” Malida, Director, Strategic Relationships, Alpha Partners
Carrie DiLauro, Director, Operations and Marketing, Hamilton Robinson Capital Partners
John Ancona, Managing Director, JPMorgan Chase & Co
Luncheon
12:10 - 13:10
Luncheon
Streams
13:10 - 14:00
Navigating the backlash and regional nuances to ESG and DEI
Britney Hamberg,
Amanda Heravi,
Rebeca Ehrnrooth,
Brian Smiga
- Look at the growing movement toward Responsible Innovation
- Navigating LP relationships when you invest in controversial industries
- Conveying the financial advantages of DEI and ESG
- Tailor your messaging without compromising your integrity
Moderator:
Britney Hamberg, Principal, Investor Relations & Operations, RC Capital
Panelists:
Amanda Heravi, Managing Director, Head of Investor Relations & Director of ESG, Avista Healthcare Partners
Rebeca Ehrnrooth, Managing Director, Head of Investor Relations & Capital Markets, Equilibrium Capital
Brian Smiga, Co-founding Partner, Alpha Partners
Rebeca Ehrnrooth
Managing Director, Head of Investor Relations & Capital Markets, Equilibrium Capital
Read bio
13:10 - 14:00
Strategies that resonate with institutional investors in a slow exit environment
Caroline Page,
Roseita Monteiro,
Kareen Laton,
Priya Pradhan Karkar,
David Fann,
William Rosener
- Evolution and growth of the secondary market
- Speak to alignment of interests and inherent conflicts
- Deliver value when performance isn’t strong
- What concerns do LPs raise with respect to continuation vehicles and how are you addressing those
- What rights do LPs have in the continuation vehicle process
- Challenges that LPs face and how GPs can mitigate them
Moderator:
Caroline Page, Partner, HighVista Strategies
Panelists:
Roseita Monteiro, Principal Investor Relations, Coller Capital
Kareen Laton, Managing Director, Head of Investor Relations, NovaQuest Capital Management
Priya Karkar, Managing Director, Investor Relations and Business Development, Kline Hill Partners
David Fann, Senior Managing Director, Head of Investor Relations, VSS Capital Partners
William Rosener, Managing Director, Head of Institutional Client Solutions, Blackstone
Priya Pradhan Karkar
Managing Director, Investor Relations and Business Development, Kline Hill Partners
Read bio
David Fann
Partner, Senior Managing Director, and Head of Investor Relations, VSS Capital Partners
Read bio
William Rosener
Managing Director, Head of Institutional Client Solutions for Strategic Partners, Blackstone
Read bio
13:10 - 14:00
Improve connections with LPs using tools and technology creatively and effectively
Rachelle Legentus,
Narmeen Haider,
Eliza Young,
Deanna DeChirico,
Emily Melchior
- Innovative strategies for communications for 1:1 1:many and public
- Avoid common mistakes when incorporating tech into your strategy
- Leverage digital connectivity for large scale interactions while providing a personal and nuanced touch
- Consider technologies that best deliver and amplify your message
- Tools that help AGMs to engage LPs
Moderator:
Rachelle Legentus, Product Marketing, Alternative Investments, SS&C Intralinks
Panelists:
Narmeen Haider, Director of Strategic Operations, B Capital Group
Eliza Young, Vice President, Communications and Marketing, Thoma Bravo
Deanna DeChirico, Director, Fundraising and Investor Relations, The Riverside Company
Emily Melchior, Partner, Fundraising & Investor Relations, American Industrial Partners
Emily Melchior
Partner, Head of Investor Relations, Marketing & Administration, American Industrial Partners
Read bio
Plenary
14:05 - 14:55
Differentiate your brand for fundraising
Zach Russo,
Jay Brupbacher,
Iris Tomczyk,
Alexandra Walker,
Susan Stella
- Retail strategies for making your brand appeal in retail
- Branding to resonate across various stakeholder groups
- Rebrand; create or refresh your brand
- Messaging and language that is brand consistent but tailored
- How your brand translates internationally with sensitivity
- Threats to brand and managing firm reputation in the AI-powered-search era
Moderator:
Zach Russo, Head of Studio, RF Studio53
Panelists:
Jay Brupbacher, Managing Director, Investor Relations and Fundraising, The Raine Group
Iris Tomcyzk, Vice President of Marketing and Communications, DigitalBridge
Alexandra Walker, Head of Marketing and Communications, 17Capital
Susan Stella, Head of Investor Relations and Impact, Activate Capital
Survey Results
14:55 - 15:15
Hear the results of the Investor Relations Network’s Investor Relations and Marketing Compensation Survey 2025
Chris Tamms
Discover the latest figures in compensation for 2024. This session will reveal the results of the largest investor relations compensation study in the industry.
Chris Tamms, Director of Networks, PEI
End of conference
15:15 - 15:15
End of conference
Kathleen Toomey, Ampersand Capital Partners
"This is a 'must attend' for any IR or Marketing professional"
Over two days, attendees built up their book of contacts while discussing solutions to shared challenges with an expansive community.
Breakfast of champions
In this interactive discussion, hear how each attendee solved a challenge they were facing, and share your own.
20th anniversary reception
Celebrate 20 years of collaboration, community, and continued learning with your IR peers.
Interactive panel discussions
Learn from leading names in private equity IR and marketing in sessions that center collaboration.
Speaker office hours
New this year! Connect with speakers after their panels to ask questions and continue the conversation.
Networking luncheon
Compare forum goals, exchange panel takeaways, and expand your professional network over lunch.
Think tanks, exclusively for GPs
Join your peers for candid conversations in a closed-door setting to discuss specific strategies for success.
Participants at a glance
“This event is wonderful for networking with professionals who have similar roles doing a mix of investor relations, business development, marketing and communications.”
Kate Gallego
Operations Manager
CIVC Partners
“The event was well organized and a good combination of some high level, interesting speakers and great networking opportunities amongst the companies attending.“
Tracie Kelly
Director of Marketing
Excellere Partners
Thanks for your interest
Thank you for your interest in this year’s Investor Relations Network New York Forum.
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Explore our event website to learn more about the Forum, and be sure to join the Investor Relations Network for year-round content and opportunities.
We hope to see you at our next event.
An inclusive peer community for IR and marketing professionals in private markets
Join us at the New York Forum AND become an Investor Relations Network member
IR member pass
Annual membership
+ Forum access
$2,400
This all-inclusive pass combines:
- Discounted entry to the Forum ($1,595)
- Full member access to the Investor Relations Network for a year ($2,400)
Group IR member pass
Purchase 2 or more passes in one transaction to unlock your group IR member discount
Savings up to 37%
Introducing the Investor Relations Network
An inclusive peer community for IR and marketing professionals in private markets
Investor relations, marketing, and communications professionals in private markets face unique challenges. Building trust, raising capital, managing stakeholder relationships, and conveying performance and brand strength in a dynamic industry can be a lonely, daunting task. The Investor Relations Network is here to help. Backed by PEI’s expertise and convening power, join an exclusive, trusted community that supports your goals with the expertise, tools, and networking opportunities you need to elevate your impact.
Join now Get the Network event calendar
Join the must-attend New York Forum
Share best practices in fundraising and LP relations with the largest community of investor relations, marketing and communications leaders. With 20 years of rich history, the New York Forum offers invaluable networking, interactive discussions, and actionable insights to empower your team and elevate your firm’s success.
Enhanced peer learning and benchmarking
Our commitment to your success means providing key opportunities to connect with peers. As a member, you’ll have access to frequent in-person and virtual gatherings across the US. These events are crafted to strengthen your peer network, deliver valuable insights, and expand your network year-round.
Tailored executive coaching
Enhance your skills with executive coaching from Dr. Ben Elman, a specialist in leadership, management and communications focused on private markets. Tailored for alternative assets investor relations, marketing, and communications professionals, you will gain the tools to elevate your impact and influence at your firm.
Personalized support for strategic introductions
Our dedicated Network Manager serves as your concierge, facilitating introductions to peers and solutions providers so you can overcome any obstacle in your way. This tailored service helps you advance your career goals and build a network you can rely on.
Stay ahead with timely, expert analysis
Gain access to exclusive industry content and analysis tailored for investor relations, marketing, and communications professionals. Stay current on private markets industry trends, fundraising best practices, and performance strategies.
Introducing the Investor Relations Network
An inclusive peer community for IR and marketing professionals in private markets
Investor relations, marketing, and communications professionals in private markets face unique challenges. Building trust, raising capital, managing stakeholder relationships, and conveying performance and brand strength in a dynamic industry can be a lonely, daunting task. The Investor Relations Network is here to help. Backed by PEI’s expertise and convening power, join an exclusive, trusted community that supports your goals with the expertise, tools, and networking opportunities you need to elevate your impact.
Join the must-attend New York Forum
Share best practices in fundraising and LP relations with the largest community of investor relations, marketing and communications leaders. With 20 years of rich history, the New York Forum offers invaluable networking, interactive discussions, and actionable insights to empower your team and elevate your firm’s success.
Enhanced peer learning and benchmarking
Our commitment to your success means providing key opportunities to connect with peers. As a member, you’ll have access to frequent in-person and virtual gatherings across the US. These events are crafted to strengthen your peer network, deliver valuable insights, and expand your network year-round.
Tailored executive coaching
Enhance your skills with executive coaching from Dr. Ben Elman, a specialist in leadership, management and communications focused on private markets. Tailored for alternative assets investor relations, marketing, and communications professionals, you will gain the tools to elevate your impact and influence at your firm.
Personalized support for strategic introductions
Our dedicated Network Manager serves as your concierge, facilitating introductions to peers and solutions providers so you can overcome any obstacle in your way. This tailored service helps you advance your career goals and build a network you can rely on.
Stay ahead with timely, expert analysis
Gain access to exclusive industry content and analysis tailored for investor relations, marketing, and communications professionals. Stay current on private markets industry trends, fundraising best practices, and performance strategies.