Navigating the future of PE Investor Relations, Marketing & Communications

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

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

Benefits of attending

Explore strategies to differentiate your firm

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

Learn how to position your firm for growth

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

Network with peers at the premier IR event

The Forum has established a reputation as the foremost PE and VC IR event, bringing together the best and brightest in the field. Form lasting connections with top professionals in the industry and learn best practices for strengthening your relationships with investors.

Advisory board

2021 attendees included:

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

What previous attendees are saying

Kristy DelMuto, LLR Partners

This is the only event for connecting with marketing peers in the private equity industry and I’ve made excellent, year-round contacts from it.

Kelsey Clute, HCI Equity Partners

PEI’s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within private…

Read full testimonial

Michelle Ball, HKW, Inc.

I have attended a lot of conferences in my career and this was by far the best conference I have ever attended. Practically every panel left me wanting even mor…

Read full testimonial

2022 Agenda

For more information regarding the agenda, please contact Melissa Baer at

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

Day 1 Day 2
View agenda page


Day 1 - Tuesday 19th

Pre-conference workshops
08:00 - 08:50

Pre-conference workshop A: Redefining company culture

08:00 - 08:50

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

08:55 - 09:00


09:00 - 09:05

Opening remarks

Plenary sessions
09:05 - 09:45

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

09:45 - 10:15

Shaping your ESG message

10:15 - 10:45

Networking break

Breakout sessions
10:45 - 11:30

Investor relations: Diversifying your investor base

10:45 - 11:30

Marketing & communications: Communication during the End-emic

Breakout sessions
11:30 - 12:15

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

11:30 - 12:15

Marketing & communications: Developing and protecting your relationships

12:15 - 13:10

Networking luncheon

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

Providing consistent messaging to the board and your investors

13:10 - 14:00

Optimizing online communication

13:10 - 14:00

LP Communication: How much is too much?

Plenary sessions
14:00 - 14:40

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

14:40 - 15:20

LP insight: Building and sustaining credibility with investors

15:20 - 15:50

Networking break

Deep dive roundtables
15:50 - 16:55

Everything you need to know about GP-led secondaries

15:50 - 16:55

Press relations: Keys to successful communication

15:50 - 16:55

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

15:50 - 16:55

Refreshing your brand and narrative

15:50 - 16:55

Strategies for first-time fund managers

Close of day 1
16:55 - 18:00

Cocktails and networking


Day 2 - Wednesday 20th

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

Advanced IR: Best practices from industry leaders

08:00 - 09:00

Emerging IR: Building and advancing your career

08:00 - 09:00

Marketing & communications strategies for success

09:00 - 09:05

Welcome remarks

Plenary session
09:05 - 09:45

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

09:45 - 10:40

Fundraising in a post-COVID world

10:40 - 11:00

Networking break

Masterclass roundtables
11:00 - 12:15

IR approaches with multiple funds in the market

11:00 - 12:15

Leveraging social media: what you should be doing

11:00 - 12:15

IR and marketing in venture capital

11:00 - 12:15

LPAC Dos and Don’ts

11:00 - 12:15

Perfecting your pitch deck

12:15 - 13:15

Closing networking luncheon

Pre-Event Resources

Partner with us

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

For exclusive sponsorship packages, contact Tyler Mitchell at or call +1 646 795 3279.

2022 Speakers coming soon...

Have a topic you would like to discuss at the Investor Relations, Marketing & Communications New York Forum 2022? Please contact Melissa Baer at

2021 Speakers included:

Joshua Adams Global Head of Business Development

Joshua Adams

Managing Director, Global Head of Business Development, OpenGate Capital

Mr. Adams is based in the firm’s Los Angeles office as Managing Director and Global Head of Business Development and is responsible for all aspects of the origination process including identifying, originating, and qualifying new investment opportuni… Read full bio
Nicole Adrien Oaktree

Nicole Adrien

Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management

Ms. Adrien is Oaktree’s Chief Product Officer and Global Head of Client Relations. In this capacity, she oversees all aspects of our product management activities, including product design and governance, in addition to providing oversight of the fir… Read full bio
Lynn, Alexander Kelso & Company

Lynn Alexander

, Partner, Investor Relations, Kelso & Company

Lynn joined Kelso in 2010. She is focused on marketing, fundraising and investor relations. She spent the preceding eight years as an active leader in a variety of non-profit organizations and raising her four children. She spent the previous seven y… 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

Senior Vice President, Global Head of Marketing and Communication, 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
Troy Barnett Adams Street Partners

Troy Barnett

Partner, Secondary Investments, Adams Street

Troy is responsible for all aspects of the secondary business, including strategy, investments, fundraising, and portfolio construction. In addition to leading North American opportunities, he also spends significant time developing Adams Street’s se… Read full bio

Gina Bauman

Senior Vice President of Marketing and Investor Relations, IVP

Gina Bauman joined IVP in 2008. Gina is responsible for creating and managing the marketing, investor relations, and communication programs at IVP, as well as working closely with firm's portfolio companies. Ms. Bauman brings extensive marketing, com… Read full bio
Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations , Great Hill Partners

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

Nathan Bishop

Managing Director & Head of Institutional Investor Relations, HarbourVest

Nate Bishop is the Head of Institutional Investor Relations for North America having joined HarbourVest in 2008. In his role, Nate leads a team focused on coordinating, monitoring, and enhancing relationships with new and existing investors as well a… Read full bio
Molly Blemker, Castlelake

Molly Blemker

Director, Corporate Communications - Castlelake

Ms. Blemker joined Castlelake in 2016 and is part of the Corporate Communications team, focused on supporting the firm through media relations, internal communication, and capital raising and investor relations initiatives. Prior to joining Castlelak… Read full bio

Karen Bommart

Head of Investor Relations, Battery

Karen heads the IR function at Battery, working with the firm’s limited partners on a day-to-day basis. For the first eight years of her tenure, she led the firm’s marketing and branding efforts, and provided hands-on support to its portfolio compani… Read full bio
Paige Brotherton, Coller Capital

Paige Brotherton

Partner, Coller Capital

Paige is a Partner at Coller Capital and oversees the firm’s Investor Relations activities in the US, Canada and Latin America. Paige joined Coller in 2007 and spent 12 years on Coller’s investment team, most recently as an Investment Partner. She is… Read full bio
Renee Calabro Edelman

Renee Calabro

Executive Vice President, Head of Capital Markets Communications, Edelman

Renee Calabro leads Edelman’s New York Capital Markets Communications practice, which specializes in reputation management for trading firms, asset managers, investment banks, hedge funds, private equity firms and other companies operating within the… Read full bio
Roshni Banker Cariello, Davis Polk

Roshni Banker Cariello

Partner, Davis Polk

Ms. Cariello is a partner in Davis Polk’s Corporate Department in New York, practicing in the Capital Markets Group. She advises corporate and financial institution clients on capital markets transactions, including initial public offerings and other… Read full bio
Brittany Cash Ares Management Corporation

Brittany Cash

Vice President, Public Investor Relations & Communications, Ares Management Corporation

Ms. Cash is a Vice President in the Ares Public IR and Corporate Communications Group. Prior to joining Ares in 2020, Ms. Cash was a Vice President in the Financial Communications and Capital Markets Group of Edelman, where she advised financial serv… Read full bio
Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

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

Jennifer Kwon Chou

Managing Director, Chief Strategy Officer, The Gores Group

Jennifer Kwon Chou is Managing Director and Chief Strategy Officer of The Gores Group. Ms. Chou oversees firm strategy and the development of new products and partnerships for the firm. She also has management responsibilities over the firm’s origina… Read full bio

Matthew Coad

Principal, Victory Park Capital

Matthew Coad joined VPC in 2008 and is the Principal of Investor Relations. He is primarily responsible for investor relations as well as marketing and communications for the firm. Mr. Coad is also actively involved in sourcing and fundraising for VP… Read full bio

Allison Cole

Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital

Allison Cole is a Managing Director and Head of Fundraising & Investor Relations at Lightyear Capital. Prior to joining the firm in 2018, Ms. Cole spent 13 years at CCMP Capital Advisors (formerly JPMorgan Partners), a middle market buyout and gr… Read full bio
Kevan Comstock Lazard

Kevan Comstock

Managing Director, Co-Head North America Private Equity, Lazard

Kevan Comstock currently serves as a Managing Director of Lazard's Private Capital Advisory Group and Co-Head of the North America Private Equity business. He leads GP origination across secondaries and primaries in the US. Kevan also manages the exe… Read full bio
Shavonne Correia KPS Capital

Shavonne Correia

Head of Investor Relations & Marketing, KPS Capital Partners

Shavonne Correia is Head of Investor Relations and Marketing of KPS Capital Partners. KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of private equity funds with approximately $12.0 billi… Read full bio
Kristin Custar The Jordan Company

Kristin Custar

Partner, The Jordan Company

Kristin Custar is a Partner and Head of the Global Investor Capital Group of The Jordan Company. She is also a member of the firm’s Executive Committee. Kristin joined TJC in 2007. Kristin oversees all of TJC’s fundraising efforts, investor relations… Read full bio
Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations and 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
Lindsay DeLarme, OakTree Capital

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management

Ms. DeLarme is responsible for leading the execution of Oaktree’s global corporate communications, branding and marketing program activities. Ms. DeLarme joined Oaktree in 2013 following her graduation from Duke University's Fuqua School of Business,… Read full bio
Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

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

Kristin DePlatchett

Partner, Head of Investor Relations, Trilantic North America

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

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
Caryn Feinberg, Probitas Partners

Caryn Feinberg

Managing Director, Probitas Partners

Caryn has more than twenty-three years of industry experience and is primarily responsible for Probitas Partners’ fund origination efforts in the United States. Caryn previously worked as director of investor relations for Global Infrastructure Partn… Read full bio
Conrad Gorospe Insight Partners

Conrad Gorospe

Head of North America Fundraising & Investor Relations, Insight Partners

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

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Patricia Grad has more than 20 years of experience developing, launching, and executing strategic fundraising and business development plans for private equity investment firms. She currently serves as a Senior Managing Director, Head of Investor Rel… Read full bio

Priscilla Guevara

Head of Investor Relations, Science Inc.

Priscilla is the Head of Investor Relations of Science, a Los Angeles-based startup studio and early-stage venture fund poised to fuel the next disruptive consumer companies. Founded in 2011, Science's portfolio has seen $1.3 billion in exits includi… Read full bio

Adam Handwerker

Managing Director, Lazard Private Capital Advisory

Adam Handwerker is a Managing Director of Lazard’s Private Capital Advisory. Mr. Handwerker leads the origination, structuring, and execution of the group’s real estate assignments in North America. Previously, Mr. Handwerker was a Managing Director… Read full bio
Anita Hariton Commonfund

Anita Hariton

Managing Director, Head of Investor Services

Anita Hariton is Head of Commonfund Capital Investor Services and leads a team responsible for portfolio reviews, investor communications, client reporting, RFP responses and special projects. Prior to joining Commonfund Capital, Anita held a series… Read full bio

Tracy Harris

Partner – Investor Relations & Product Strategy, Siris

Ms. Harris joined Siris in 2019. She was most recently a Partner at StepStone Group, where she served as a senior member of the small buyout, growth equity and venture capital sector teams and led the firm’s ESG strategy. Prior to joining StepStone,… Read full bio

Bill Haynes

Founder & CEO, BackBay Communications

Bill founded BackBay Communications in 2005 and has since grown the firm to be one of the top specialist financial services communications agencies. With offices in Boston and London, BackBay is an integrated public relations, content development, an… Read full bio
Jennifer James, Thoma Bravo

Jennifer James

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

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

Jason Jerista

Managing Director, Investor Relations, LLR

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
Nithin Johnson, Tikehau Capital

Nithin Johnson

Head of Business Development, Tikehau Capital

Nithin Johnson is responsible for business development in the Americas for Tikehau Capital, a global alternative asset management group that manages over $30 billion in assets across private equity, private debt, real assets, and capital market strat… Read full bio

Franny Jones

Managing Director, Investor Relations, 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
David Kanto, eVestment

David Kanto

Global Head of General Partner Sales, eVestment Private Markets

David Kanto is the Global Head of General Partner Sales at Nasdaq’s eVestment Private Markets, where he is responsible for the sales of the suite of performance analytics and market intelligence platforms built to empower IR and Capital Raising Teams… Read full bio
Priya Karkar Kline Hill Partners

Priya Pradhan Karkar

Managing Director and Head of Investor Relations, Kline Hill Partners

Priya Pradhan Karkar works on business development, investor relations, and strategy at Kline Hill, having joined the team in April 2018. She was most recently an independent consultant, working with several private investment firms including Kline H… Read full bio
Kim Kile ABS Capital Partners

Kimberly Kile

General Partner, ABS Capital Partners

Kim is a General Partner at ABS Capital Partners, a leading growth equity firm established in 1990, with offices in Baltimore, San Francisco, and Washington, D.C. Kim serves as a trusted advisor to the firm’s two managing general partners, providing… Read full bio
Robert Klein RedBird Capital Partners

Robert Klein

Partner, RedBird Capital Partners

Robert Klein is a Partner of the firm. Prior to joining RedBird, Robert spent ten years at JPMorgan, most recently as Global Head of the Alternative Investments Group — a hedge fund, private equity/credit and real estate platform with over $80 billio… Read full bio
Richard Kunzer BC Partners

Richard Kunzer

Partner, Co-Head of Investor Relations, BC Partners

Richard joined BC Partners in New York in 2009. Previously, Richard spent 5 years at Credit Suisse Alternative Investments, most recently as a director and a global private equity product specialist. Prior to this, he held positions at Singer and Fri… Read full bio
Ruth Lane ATL Partners

Ruth Lane

Head of Investor Relations, ATL Partners

Ruth Lane is Head of Investor Relations at ATL Partners. She also serves as the firm’s ESG Officer. Ruth joined ATL from MidOcean Partners where she was Head of Investor Relations. She was previously Head of Investor Relations at CIFC Asset Managemen… Read full bio
Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Director, Everstone

Taylor Lawrence joined Everstone as a Managing Director in Business Development in 2018 and has over 16 years of experience. Most recently, Taylor was the Head of Marketing and Investor Relations at Wellspring Capital, a mid-market private equity fir… Read full bio

John Leone

Managing Partner, Fairview Capital Group

John has over 20 years of diverse private equity experience covering developed and emerging markets and working on limited partner matters and private equity investments. Prior to forming Fairview, as a Managing Partner of ForeVest Capital Partners,… Read full bio
Helee Lev, Goby

Helee Lev

Chief Revenue Officer, Goby

Helee Lev - Bio Helee Lev is the Chief Revenue Officer at Goby, The ESG Platform by Conservice. Helee has more than 15 years of experience in commercial real estate, investment management, and ESG with clients such as Motorola, Bank of America, Cisco… Read full bio
Wendy Li, MCHF

Wendy Li

Managing Director, Mother Cabrini Health Foundation

Wendy Li is Managing Director of Investments at Mother Cabrini Health Foundation (“MCHF”), a $3.8 billion foundation that provides grants to promote and support programs that seek to improve the health of underserved New Yorkers. At MCHF, Wendy focus… Read full bio
Maggie Littlefield Sahlman Charlesbank Capital Partners

Maggie Littlefield Sahlman

Head of Investor Relations, Charlesbank Capital Partners

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

Megan Lundy

Managing Director, Audax Group

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

Ken MacFadyen

Ken MacFadyen, Head of Content, BackBay Communications

Ken MacFadyen is a Senior Vice President and Head of Content at BackBay Communications. He works across the firm’s private equity, asset management, impact and fintech verticals and brings approximately 20 years of experience in journalism, investor… Read full bio
Deepa Patil Madhani One Rock Capital

Deepa Patil Madhani

Head of Investor Relations, One Rock Capital

Deepa Patil Madhani is the Head of Investor Relations of One Rock Capital Partners, LLC. Before joining One Rock, Ms. Madhani was part of the Capital Partnering Team at General Atlantic, where she focused on investor relations. Prior to General Atlan… Read full bio
Mary Manin Stone Point Capital

Mary Catherine Manin

Managing Director and Head of Marketing & Investor Relations, Stone Point Capital

Mary Catherine Manin is Managing Director and Head of Marketing and Investor Relations at Stone Point Capital. Since joining Stone Point in 2014, Mary has been involved in the firm’s fundraising, investor relations and marketing efforts. Mary also se… Read full bio
Laura Manley MetLife Investment Management

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

Kristina Matthews

Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Kristina Matthews is a Managing Director at Brightwood Capital Advisors where she primarily focuses on business development and fundraising strategy. Her engagement commenced in February 2014 in a Consulting role which led to Ms. Matthews joining Bri… Read full bio

Kate McGann

Vice President, Corporate Communications & PR, Hamilton Lane

Kate is a Vice President 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 (… Read full bio
Melanie Ramdeen Mclean, eFront

Melanie Ramdeen Mclean

Vice President and Senior Product Manager at eFront

Melanie Ramdeen Mclean is the Senior Product Manager for the Investment Cafe platform. She is responsible for the product direction and strategy & is key to driving the product forward and ensuring that our clients are provided with class leading… Read full bio
Melanie Mitchell Triton Partners

Melanie Mitchell

Investor Relations Professional, Triton Partners

Melanie joined Triton in 2016 from Oaktree Capital Management in New York where she was responsible for managing client relationships and raising capital. Previously, Melanie worked at Hardt Group Advisors and its predecessor HVB Alternative Advisors… Read full bio

Roseita Monteiro

Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management

Roseita Monteiro is responsible for supporting investor relations, capital sourcing, and marketing activities for Manulife Investment Management’s private equity & credit team. Prior to joining the firm in 2018, she worked at Lightyear Capital fo… Read full bio
Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Melissa joined GTCR in 2019 as a Managing Director, Leadership Talent & Diversity and manages the identification and recruitment of Leaders StrategyTM CEOs and management teams. Prior to joining GTCR, Melissa was the Principal of Human Capital at… Read full bio
David Panton Navigation Capital

David Panton

Managing Partner, Navigation Capital

David Panton is a Managing Partner of Navigation Capital’s SPAC Operations Group, which makes equity investments in Special Purpose Acquisition Companies (SPACs). The SPAC Operations team recruits CEOs to lead SPACs and through its SPAC-in-a-Box oper… Read full bio
Ryan Parker Trivest

Ryan Parker

Director of Marketing, Trivest

Ryan Parker is Director of Marketing at Trivest Partners, where he is working to redefine “brand building” within private equity. He has pioneered the integration of systems and processes to modernize firm communications, improve design facility, and… Read full bio

Drake Paulson

Director, Nasdaq Private Fund Solutions

Drake Paulson is Managing Director of Nasdaq Private Fund Services, 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 To… Read full bio

Gina Lee Peyton

Head of Capital Formation & Partner, 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
Mariel Seidman Gati, Prosek Partners

Mariel Seidman-Gati

Vice President, Prosek Partners

Mariel Seidman-Gati is a Vice President at Prosek, where she specializes in brand building, media and investor relations and reputation management for clients across the financial sector, with a specific focus on private markets. Mariel joined Prosek… Read full bio

Stacie Selinger

Managing Director, Head of Investor Relations, GCM Grosvenor

Ms. Selinger is Head of Investor Relations, leading the firm’s efforts to engage with public investors and the equity research community, and leads Strategy and Corporate Development, where she focuses on firm-wide initiatives, product development, a… Read full bio

Sarah Smith

Managing Director, Advent International

Sarah Smith joined Advent in 2007 as an Associate focusing on buyout and growth equity investments in the consumer and retail sectors. Following business school, she rejoined Advent's Limited Partner Services Group, primarily focused on fundraising a… Read full bio
Susan Stella, Ridge Ventures

Susan Stella

Head of Investor Relations, Ridge Ventures

As Head of Investor Relations, Susan manages communications with both Ridge's existing limited partners as well as the marketing strategy of future capital raise efforts including overseeing annual meetings, quarterly updates, and other strategic com… 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
Angelica Tigan, eFront Investment

Angelica Tigan

Director at BlackRock and Global Head of Business Development for eFront Investment Café

Angelica Tigan is the global head of business development for the eFront Investment Café solution at BlackRock. She has been with the firm since 2017, when she established and currently manages a business development team focused on the investor port… Read full bio

Elizabeth Wahab

Chief Operating Officer and Head of Investor Relations, Cornell Capital

Elizabeth is the Chief Operating Officer and Head of Investor Relations at Cornell Capital. Prior to joining the firm in 2018, she spent four years at Viking Global Investors as Head of Investor Relations, Human Resources and the Viking Global Founda… Read full bio
garrett walls Angelo Gordon

Garrett Walls,

Global Head of Investor Relations, Angelo Gordon

Garrett Walls joined Angelo Gordon in 2010 and is Global Head of Investor Relations. He also serves on the firm's executive committee. Prior to joining the firm, Garrett was head of the Institutional Client Group for Trust Company of the West (TCW).… Read full bio
David Wells Prosek Partners

David Wells

Partner, Prosek Partners

David Wells is Partner at leading communications firm Prosek Partners, where he brings many years of experience in establishing and executing financial communications strategies. David’s expertise is in handling strategy, operations, reputation manag… Read full bio
Kelly Williams The Williams Legacy Foundation

Kelly Williams

CEO, The Williams Legacy Foundation

Kelly Williams has enjoyed a 30-year career as an entrepreneur in private market investing having founded the Customized Fund Investment Group, growing it with her partners to manage over $30 billion in assets before Ms. Williams led its sale in 2014… Read full bio

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


What about my hotel reservation?

Please contact the hotel directly regarding your room reservation.


Additional questions?

Please feel free to contact us directly at



Learn, engage and connect online


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! 

Simply join the event online and enjoy from the comfort of your own home

Attend from anywhere

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

Mingle with other attendees during our designated networking hours or schedule your own private meetings

Expand your network

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.

Meet with the country’s leading solution providers in our virtual tradeshow

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.