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.
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.
2021 attendees included:
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.
For more information regarding the agenda, please contact Melissa Baer at firstname.lastname@example.org.
*Please Note: All session times listed are in Eastern Time (EDT)
Day 1 - Tuesday 19th
Pre-conference workshop A: Redefining company culture
Pre-conference workshop B: Recruiting and retaining talent: Maneuvering the great resignation
Today’s IR: How the past two years have redefined the role
Shaping your ESG message
Investor relations: Diversifying your investor base
Marketing & communications: Communication during the End-emic
Investor relations: IR when you’re not actively fundraising: Building a foundation
Marketing & communications: Developing and protecting your relationships
Providing consistent messaging to the board and your investors
Optimizing online communication
LP Communication: How much is too much?
The new AGM: Organizing and executing a return to in-person
LP insight: Building and sustaining credibility with investors
Everything you need to know about GP-led secondaries
Press relations: Keys to successful communication
Technology solutions to improve LP communication, streamline reporting & enhance transparency
Refreshing your brand and narrative
Strategies for first-time fund managers
Cocktails and networking
Day 2 - Wednesday 20th
Advanced IR: Best practices from industry leaders
Emerging IR: Building and advancing your career
Marketing & communications strategies for success
Elevating your DE&I Initiative: How to raise the bar
Fundraising in a post-COVID world
IR approaches with multiple funds in the market
Leveraging social media: what you should be doing
IR and marketing in venture capital
LPAC Dos and Don’ts
Perfecting your pitch deck
Closing networking luncheon
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 email@example.com or call +1 646 795 3279.
Have a topic you would like to discuss at the Investor Relations, Marketing & Communications New York Forum 2022? Please contact Melissa Baer at firstname.lastname@example.org.
2021 Speakers included:
Managing Director, Global Head of Business Development, OpenGate Capital
Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management
, Partner, Investor Relations, Kelso & Company
Global Head of External Relations, Blackstone
Senior Vice President, Global Head of Marketing and Communication, General Atlantic
Partner, Secondary Investments, Adams Street
Senior Vice President of Marketing and Investor Relations, IVP
Managing Director, Head of Investor Relations , Great Hill Partners
Managing Director & Head of Institutional Investor Relations, HarbourVest
Director, Corporate Communications - Castlelake
Head of Investor Relations, Battery
Partner, Coller Capital
Executive Vice President, Head of Capital Markets Communications, Edelman
Partner, Davis Polk
Vice President, Public Investor Relations & Communications, Ares Management Corporation
Co-Head, Investor Relations & Communications, OpenGate Capital
Managing Director, Chief Strategy Officer, The Gores Group
Principal, Victory Park Capital
Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital
Managing Director, Co-Head North America Private Equity, Lazard
Head of Investor Relations & Marketing, KPS Capital Partners
Partner, The Jordan Company
Partner, Investor Relations and Communications, Oak HC/FT
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management
Vice President, Strategic Marketing, LLR Partners
Partner, Head of Investor Relations, Trilantic North America
Principal, Head of Investor Relations, Lovell Minnick Partners
Managing Director, Probitas Partners
Head of North America Fundraising & Investor Relations, Insight Partners
Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Head of Investor Relations, Science Inc.
Managing Director, Lazard Private Capital Advisory
Managing Director, Head of Investor Services
Partner – Investor Relations & Product Strategy, Siris
Founder & CEO, BackBay Communications
Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing, Thoma Bravo
Managing Director, Investor Relations, LLR
Head of Business Development, Tikehau Capital
Managing Director, Investor Relations, The Sterling Group
Global Head of General Partner Sales, eVestment Private Markets
Managing Director and Head of Investor Relations, Kline Hill Partners
General Partner, ABS Capital Partners
Partner, RedBird Capital Partners
Partner, Co-Head of Investor Relations, BC Partners
Head of Investor Relations, ATL Partners
Managing Director, Everstone
Managing Partner, Fairview Capital Group
Chief Revenue Officer, Goby
Managing Director, Mother Cabrini Health Foundation
Head of Investor Relations, Charlesbank Capital Partners
Managing Director, Audax Group
Ken MacFadyen, Head of Content, BackBay Communications
Head of Investor Relations, One Rock Capital
Managing Director and Head of Marketing & Investor Relations, Stone Point Capital
Chief Marketing Officer, MetLife Investment Management
Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors
Vice President, Corporate Communications & PR, Hamilton Lane
Vice President and Senior Product Manager at eFront
Investor Relations Professional, Triton Partners
Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
Managing Director, Leadership Talent and Diversity, GTCR
Managing Partner, Navigation Capital
Director of Marketing, Trivest
Director, Nasdaq Private Fund Solutions
Head of Capital Formation & Partner, Castlelake
Vice President, Prosek Partners
Managing Director, Head of Investor Relations, GCM Grosvenor
Managing Director, Advent International
Head of Investor Relations, Ridge Ventures
Global Communications Director, Actis
Director at BlackRock and Global Head of Business Development for eFront Investment Café
Chief Operating Officer and Head of Investor Relations, Cornell Capital
Global Head of Investor Relations, Angelo Gordon
Partner, Prosek Partners
CEO, The Williams Legacy Foundation
Frequently asked questions
When are conference sessions and events?
The virtual conference will take place on:
Thursday, September 9: 9:30am EST – 5:00pm ET
Friday, September 10: 9:30am EST – 3:00pm ET
Where can I find the updated schedule of events?
You can view our latest agenda.
How do I access sessions?
A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. To learn more about this platform, please view our “How it works” page.
What is included in the ticket price?
Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of each session.
Are the sessions recorded?
Yes. All registered attendees will have access to all recorded sessions for up to 12 months the event ends. Even if you miss a “live” session, you can watch and re-watch anything that you need!
Will the pricing change?
We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.
What if I already purchased a ticket at the in-person rate?
A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at email@example.com.
What about my hotel reservation?
Please contact the hotel directly regarding your room reservation.
Please feel free to contact us directly at firstname.lastname@example.org.
The Forum’s home experience is a web app that provides you with access to 16+ hours of quality streamed content from more than 60+ industry speakers.
Utilize our app to sit in on sessions, breakouts, and even schedule 1-to-1 meetings with hundreds of PE investor relations, marketing and communications professionals.
Watch our video guide for a preview of what you can expect!
Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.
You also get:
- Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
- Automated reminders
- Live polling and surveys
- Customizable breakout sessions
- On-demand playback gives you access to select sessions for up to 12 months
Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge.
Take advantage of these benefits:
- Attendee and Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
- Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
- Virtual Meet-ups: Schedule multi-person or one on one video conferences for informal type meetups, allowing you to connect and talk about topics of interest at anytime throughout the event.
Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers.
Our features include:
- Virtual tradeshow: See what solutions exhibitors and sponsors to help you better serve your employees and your members.
- Automated reminders
- Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.