Private Equity
International
International
Investor Relations, Marketing & Communications Forum New York 2023
19 - 20 April 2023,
Convene, 117 W 46th St, New York
Navigating industry changes, trends, and new opportunities
Explore best practices in fundraising, LP relations, branding, communications, and marketing strategies with professionals working at private market firms.
Gain exclusive information about industry trends and solutions to challenges through panels with thought leaders, interactive roundtable discussions, and extensive networking opportunities.
Both new and experienced professionals will take away actionable insight from industry experts and form lasting relationships with peers to increase their value to their firm.
2023 keynote sessions
Future-proof marketing for private markets
Arielle Gross Samuels
Global Head of Marketing
Blackstone
Where is your firm on the branding spectrum?
Jennifer Zimmerman
Chief Marketing Officer
General Catalyst
Generation Z and the private market
Meagan Loyst
Founder & CEO
Gen Z VCs
Key agenda themes from 2023
- Fundraising during a downturn
- Branding and content creation for fund managers
- Setting an approach to media relations
- Digital transformations for marketing & fundraising
- How to use marketing to close deals
- Getting real about ESG
- And more!
What are the benefits of attending?
Discover strategies for differentiating your firm
Formulate effective plans and develop crucial strategies to attract investors by attending the forum’s in-depth panels and roundtable workshops.
Learn how to position your firm for growth
Take away actionable advice from industry experts about positioning your firm for success and strengthening your relationships with investors.
Network with your peers at the premier IR event
Form invaluable connections with your peers and discuss solutions to your daily pain points during the many networking sessions.
2023 speakers
BROWSE THE ATTENDEE LIST
Network with your IR, marketing, and communications peers
SEE WHAT PAST ATTENDEES ARE SAYING ABOUT THE FORUM
Testimonials
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.
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.
2023 sponsors
2023 speakers
Colin Allodi
SVP, Institutional Sales, Backstop Solutions Group
Colin Allodi is responsible for Backstop’s GP sales efforts. He joined the firm in 2014 with a focus on sales operations before quickly transitioning into a client facing role and working with the emerging manager market. Colin began to work with Bac… Read full bio
Abigail Archibald
Senior Portfolio Manager, Mellon Foundation
Abigail Kahn Archibald is a senior portfolio manager who works with the chief investment officer to manage the Foundation's investment portfolio. Her focus is on private equity assets, including buyouts and venture capital. Prior to joining the Found… Read full bio
Mary Armstrong
Managing Director, Global Head of Marketing & Communications, 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
Jeff Auerbach
Director of Marketing, MiddleGround Capital
Jeff Auerbach is the Director of Marketing at MiddleGround Capital overseeing marketing, branding, press communications and content. Having over 10+ years’ experience in marketing and branding across multiple verticals, Jeff has worked at both startu… Read full bio
Natasha Azar
VP of Investor Relations & Marketing, University Relations, Osage University Partners
Natasha is focused on fundraising, marketing, LP communications and relationship management across the firm. She joined OUP in 2016 as a university relations manager where her main focus has been maintaining and enhancing relationships with academic… Read full bio
Devin Banerjee
Senior Managing Editor, LinkedIn
Devin Banerjee is a senior managing editor at LinkedIn, leading a team of journalists and community managers covering key industries such as finance, technology and health care for LinkedIn's membership of 900 million professionals. Prior to joining… Read full bio
Jeff Becker
General Partner, Antler
Jeff Becker is a General Partner at Antler US where he leads the New York office. Prior to Antler, Jeff was a General Partner at Forum Ventures, focused on early stage B2B software. Jeff spent over nine years leading sales teams at LinkedIn as the bu… Read full bio
Blake Bennett
Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners
Blake Bennett is the Chief Financial Officer and Chief Compliance Officer of Revelstoke Capital Partners. Prior to joining Revelstoke, Mr. Bennett was the Fund Accounting Manager of KSL Capital Partners, a Denver-based private equity firm where he wa… Read full bio
Erica Blob
Partner, Chief Operating Officer & Chief Compliance Officer, Brighton Park Capital
Erica Keany Blob is a Partner and Brighton Park Capital’s Chief Operating Officer and Chief Compliance Officer. In addition, Erica is a member of the Investment Committee. She is responsible for the management of the firm, including human resources,… Read full bio
Frazer Blyth
Director of Investor Relations and Marketing, Bluewater
Frazer leads the Investor Relations and Marketing functions at Bluewater and has been working with the firm since it was founded in 2011. Frazer's responsibilities include investor communications, fundraising, and co-investment placement and he has a… Read full bio
Jay Brupbacher
Head of US Investor Relations, Astorg
Jay joined Astorg in 2022 and is a member of the Investor Relations Team. Prior to this, Jay was a Director on the Investor Relations team at Permira Advisers with responsibility for Limited Partners in the United States and Canada across Private Equ… Read full bio
Sarah Busch
Head of Investor Relations, Argosy Capital
Sarah Busch is Head of Investor Relations at Argosy Capital. Sarah joined Argosy in 2012 and is responsible for the investor relations program, including fundraising, investor relations and marketing. Over the past 11 years, she has helped launch thr… Read full bio
Jimmy Carrion
Senior Vice President, Investor Relations, Lloyd Jones
As senior vice president of investor relations for Lloyd Jones, Jimmy Carrion brings years of solid business development experience to raise capital for the firm's acquisitions and developments. In this role, Jimmy is responsible for building and mai… Read full bio
Brittany Cash
Managing Director and Co-Head, Corporate Communications, Ares Management Corporation
Ms. Cash is a Managing Director in the Ares Public Markets 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 fin… Read full bio
Annie Caucci
Director of Marketing, NewSpring Capital
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
Ellen Chan
Global Director of Digital Marketing, Antler
Ellen Chan is the Global Director of Digital Marketing at Antler. She has over 15+ years of experience focusing on digital marketing and communications in a variety of sectors, including education, B2B tech, finance, and lifestyle. She previously led… Read full bio
Miles Chan
VP/GM, Insight, Ontra
Miles is the VP / GM of Insight at Ontra. Prior to Ontra, Miles practiced corporate and securities law at Weil Gotshal in London and Simpson Thacher in New York. Miles holds a J.D. from the University of Chicago and a B.A. from Washington University… Read full bio
Carolyn Chen Warner
Director of Investor Relations, BRS & Co.
Carolyn Warner is the Director of Investor Relations at BRS & Co., where she has led fundraising and investor relations since joining in 2016. Prior to BRS, Carolyn worked at UBS in the Private Funds Group, where she was a part of the project man… Read full bio
Kelsey Clute
Vice President, Director of Communications, HCI Equity Partners
Kelsey Clute is the Vice President, Director of Communications at HCI Equity Partners and leads marketing and communications for the firm, translating HCI’s brand and investment strategy to the market. She focuses on digital branding and public relat… Read full bio
Jack Cohen
VP Content and Engagement, General Catalyst
Jack Cohen launched his career on the startup side, helping scale meal-kit startup Blue Apron from regional to national operations and an IPO as Head of Community. At the time, Community was considered a minor province of Marketing, and social media… Read full bio
Stephan Connelly
Managing Director, Star Mountain Capital LLC
At Star Mountain, Stephan Connelly is involved in all aspects of the firm’s investment and portfolio management activities in addition to business development and investor relations efforts. Prior to joining Star Mountain, Mr. Connelly was a Senior A… Read full bio
William Craig
Investment Director, Wellington Management
As an investment director of Wellington's dedicated private equity funds, Will is responsible for the business and investment oversight of these alternative investment strategies. He helps oversee all aspects of these funds, including fund governance… Read full bio
Noreen Crowe
Vice President of Product Development, SS&C Intralinks
Noreen Crowe is Vice President of Product Management at SS&C Intralinks, where she is tasked with creating modern and intuitive technology offerings for the Alternative Investment space. Noreen joined SS&C Intralinks in her current role 2020.… Read full bio
Emila Damjanovic
Partner, Investor Relations, Lead Edge Capital
Emila Damjanovic is a Partner on the Investor Relations team at Lead Edge Capital and part of the initial founding team. Prior to Lead Edge, Emila was the Head of Investor Relations and Assistant COO at Eastern Advisors, a global crossover hedge fund… Read full bio
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
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
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
Pia De Sousa
Vice President of Marketing, Sun Capital Partners, Inc.
Pia De Sousa is Vice President of Marketing at Sun Capital Partners, responsible for the development and execution of Sun Capital’s global corporate marketing and communications strategy. Sun Capital Partners, Inc. is a global private equity firm foc… Read full bio
Sheila Dharmarajan
Partner, Head of Investor Relations & Business Development, ZMC
Sheila Dharmarajan joined ZMC in 2014. Ms. Dharmarajan leads all of the investor relations, fundraising and deal sourcing activities at the firm. Prior to joining ZMC, Ms. Dharmarajan was an on-air television reporter for CNBC and Bloomberg Televisio… Read full bio
Johanna Doherty
Managing Director – Investor Relations, JLL Partners
Johanna Doherty leads JLL’s Investor Relations and marketing activities. Investors in JLL’s funds include a diverse group of pension funds, endowments, foundations, insurance companies and family offices. Prior to joining JLL in 2015, Johanna was a m… Read full bio
Heidi DuBois
Global Head of ESG, AEA Investors
As Global Head of ESG, Heidi works across AEA’s investment groups, firm-level functions and portfolio investments on the development, execution and communication of their ESG strategies to multiple stakeholders. Prior to joining AEA, Heidi was Global… Read full bio
Mike Duda
Co-founder and Managing Partner, Bullish
Michael Duda is the co-founder and managing partner of Bullish, an early-stage consumer fund and marketing agency. Bullish is unique in that it combines the power of top-flight brand marketing, strategy and creative talent with the fund. Investing at… Read full bio
Michael Elio
Partner, StepStone Group
Mr. Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also involved in portfolio construction for many of the firm's largest advisory clients, SMA clients, and high-net-w… Read full bio
Robert Ellis
Managing Director, Summit Rock
Rob Ellis is a Managing Director on the Investment Team at Summit Rock Advisors. He is responsible for the selection and coverage of investment managers, focusing on private equity. Prior, Rob was with The Carlyle Group, where he oversaw fund managem… Read full bio
Brian Finnegan
Senior Business Information Manager, American Securities
Brian Finnegan joined American Securities in 2020. He manages the collection of portfolio company information and automates reporting of information to stakeholders. Prior to joining American Securities, Brian was a Vice President in Portfolio Operat… Read full bio
Mary Kathleen Flynn
Editor-in-Chief, PE Hub, PEI Group
Mary Kathleen Flynn has covered private equity for more than 15 years. MK joined PEI Group in 2021 and serves as Editor-in-Chief of PE Hub, overseeing pehub.com and pehubeurope.com and leading an editorial team that spans the US and the UK. Previousl… Read full bio
Caroline Gibson
Partner, Prosek Partners
Caroline Gibson is an experienced financial services communicator with over 20 years’ experience working for some of the world’s largest financial organizations. Prior to joining Prosek in 2006, she worked for The Royal Bank of Scotland Group in Lond… Read full bio
Leslie Golden
Managing Director, Global Head of Capital Formation, DigitalBridge
Leslie Wolff Golden is a Managing Director, Global Head of Capital Formation and Investor Relations at DigitalBridge Investment Management. Prior to joining DigitalBridge, Ms. Golden was a Managing Director in the Investor Solutions Group of Macquari… 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
Jon Greene
Managing Director, 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
Arielle Gross Samuels
Managing Director, Global Head of Marketing, Blackstone
Arielle Gross Samuels is a Managing Director and Blackstone's Global Head of Marketing. She leads Blackstone's marketing function, inclusive of brand, digital, video, design, and events. Prior to joining Blackstone, Samuels worked at Meta (FKA Facebo… Read full bio
Priscilla Guevara
Head of Investor Relations, Investment Team and Science Ventures, 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
Isabel Han
Associate Director, Product Management, Invesco Real Estate (IRE)
Isabel Han is an Associate Director of Product Management at Invesco Real Estate (IRE). Isabel is responsible for the product development, fundraising efforts, and marketing management of both IRE's Core strategy and Higher Returning strategies. Isab… Read full bio
Rachel Hannon
Partner, Summit Park
Ms. Hannon is a Partner at Summit Park and leads the firm's business development and investor relations efforts. Ms. Hannon joined the firm in 2014. Prior to joining Summit Park, Ms. Hannon was an Associate with Clark Wolf Company in New York, NY, wh… 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
Michael Hong
Partner, Davis Polk
Michael is a partner in Davis Polk’s Investment Management Group. He advises on all manner of fund formation and investor relations, M&A (with deep experience in co-investments) and regulatory matters. His clients include private equity, growth c… Read full bio
Aarti Iyer
Head of Communications, Campbell Lutyens
Aarti joined Campbell Lutyens in 2018 and manages the firm’s communications and marketing globally. She has over 15 years of experience in strategic communications, with a focus on the private equity, infrastructure and natural resources sectors. Pri… Read full bio
Brian Jackson
Director of Data Science, Kimmeridge
Brian Jackson is a Director of Data Science at Kimmeridge. Mr. Jackson is responsible for leveraging and analyzing firmwide data to better capture insights and drive decision making. Prior to joining Kimmeridge, Mr. Jackson served in several data sci… Read full bio
Neda Jafar
Partner, Kimmeridge
Neda Jafar is a Partner at Kimmeridge, responsible for investor relations and business development. Ms. Jafar joined Kimmeridge in 2013, advancing the firm’s growth from $40 million in commitments to over $3.0 billion in funds raised to date. Prior t… Read full bio
Angela Johnson
Partner, Investor Relations & Capital Raising, Fifth Wall
Angela Johnson is a Partner on the Capital Formation team at Fifth Wall, where she leads capital raising and investor relations. Prior to joining Fifth Wall, Angela was the Director of Business Development at Torchlight Investors where she focused on… Read full bio
Robert Kaufman
Head of Investor Relations, Linse Capital
Rob Kaufman is the Head of Investor Relations at Linse Capital. Prior to joining Linse, Rob was on the investor relations team at FTV Capital, The JBG Companies (now JBG SMITH) and Hellman & Friedman. Rob began his career in the portfolio managem… Read full bio
Justin Kulla
Partner of Impact Investing and Head of ESG, TZP Group
Justin Kulla joined TZP Group as a Partner of Impact Investing and Head of ESG in May 2020. Mr. Kulla began his career at Credit Suisse where he was an engineer working in New York, London and Zurich, and at Google where he worked in business develop… Read full bio
Elizabeth Lawrence
Director, Investor Relationships, American Securities
Elizabeth Lawrence joined American Securities in 2014. She assists American Securities and its affiliates with investor relationships, marketing, and fundraising activities. Prior to joining American Securities, Elizabeth was an Associate at Lazard F… Read full bio
Hye Kyung (HK) Lee
Chief Solutions Officer, InvestorFlow
HK has more than 15 years of experience working with private equity and other alternative assets managers to evolve their fund operating models from early stages, through IPOs, and corporatization of the General Partners. She is an operational strate… Read full bio
Meagan Loyst
Founder & CEO, Gen Z VCs
Meagan is the Founder & CEO of Gen Z VCs, the largest and fastest growing community for Gen Z innovators in Tech & VC with 20,000+ members from 80 countries... and now a global movement. Known as the “Queen of Gen Z VC” by her peers and the p… Read full bio
Kimberly Lu
Vice President, Investor Relations, Vestar
Kimberly is a Vice President at Vestar. Prior to joining Vestar’s Investor Relations team in 2021, she was an Associate at BlackRock, where she focused primarily on product strategy and business development. Kimberly graduated magna cum laude from th… Read full bio
Amrita Mainthia
VP, Investor Relations, General Catalyst
Amrita Mainthia is VP of Investor Relations at General Catalyst, based in San Francisco. As part of the IR team at GC, Amrita focuses on building and nurturing relationships among the LP community, investment team and portfolio companies. Previously,… Read full bio
Matt Malone
CEO, Privcap
Matt oversees Privcap’s operations, finances and business strategy, and provides creative leadership across projects and accounts. Prior to Privcap, Matt worked as a manager, marketer, editor or writer for a range of national publications including T… 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
Emily Melchior
Head of Fundraising & Investor Relations, Bansk Group
Emily Melchior is the Head of Fundraising & Investor Relations at Bansk. She has nearly fifteen years of experience in private equity fundraising and investor relations. Prior to joining Bansk, Emily was the Head of Investor Relations & Chief… Read full bio
Natalya Michaels
Managing Director, Head of Investor Relations, Paine Schwartz Partners
Natalya Michaels is the Head of Investor Relations at Paine Schwartz Partners. Ms. Michaels joined Paine Schwartz Partners in 2022 as Head of Investor Relations. She is also a member of the firm’s ESG committee. Prior to joining, she was a Managing D… Read full bio
Courtney Mullin
Investor Relations and Community, Tidemark
Courtney leads Investor Relations and Community at Tidemark, where she is responsible for supporting IR, marketing operations, and the firm’s network of Fellows. Previously, she was the Communications Manager for the Venture Capital and Growth Equity… Read full bio
Amy Nelson
Chief Strategy Officer, Rethink Capital Partners
Amy Nelson serves as Chief Strategy Officer of Rethink Capital Partners where she oversees the firm’s development of new strategies and supports growth and operations across the platform. Prior to Rethink, she spent eight years at Venture For America… Read full bio
Michelle Noyes
Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office and became the Association’s Head of Americas in December 2017. Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investiment… Read full bio
Bill O'Conor
Managing Director, Americas, PEI Group
Responsible for shaping US commercial vision, executing, and controlling all of PEI's US focused activities to enable best possible growth rates for the group's relevant products and services. PEI Group's activities in the US comprise a portfolio of… Read full bio
Carmen Ortiz-McGhee
Chief Operating Officer, National Association of Investment Companies (NAIC)
Carmen Ortiz-McGhee is the Chief Operating Officer of the National Association of Investment Companies (NAIC), the trade association and largest network of diverse-owned private equity firms and hedge funds. The NAIC’s membership is comprised of more… Read full bio
Joel Palathinkal
CEO, Sutton Capital
Dr. Joel Palathinkal is an active investor and entrepreneur. He's the CEO of Sutton Capital and an LP / Mentor to both emerging and institutional investment managers. Sutton Capital is a firm that invests in both direct investments & emerging fun… Read full bio
Tony Paredes
Vice President, Head of Global Business Development, Anduin
Tony is Global Head of Business Development at Anduin. With over 20 years of experience working with the private capital markets and having held numerous leadership roles; Tony was previously with Sentieo Inc, Shareholder Insite (acquired by IPREO) a… Read full bio
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
Ravali Parsa
Director of Investor Relations, Aurora Capital Partners
Ravali Parsa joined Aurora Capital Partners in 2021. Previously, she was at Fifth Wall Ventures in Los Angeles and Pantheon Ventures in New York. She started her career in the Investment Banking Division of Credit Suisse where she was a member of the… Read full bio
Elliot Pasztor
Vice President - Origination, Further Capital
Elliot Pasztor is a VP and leads the origination and execution of fundraising mandates across each of the asset classes represented by Further Capital. Previously, Elliot worked in London, UK, most recently at BerchWood Partners, a private placement… Read full bio
Michele Puopolo
Vice President, Private Investing Marketing Strategist, Wellington Management
As Vice President, Private Investing Marketing Strategist Michele Puopolo leads Marketing for Wellington’s Private Equity business, globally. Michele supports business priorities and growth goals by creating the overarching marketing strategy and exe… Read full bio
Ryleigh Quintana
Director, Fund Services Group, LLC
Ryleigh Quintana is a Director at Fund Services Group. His responsibilities are focused on the private funds of our clients and include managing investor onboarding, supporting existing investor relationships, and management of money movements on beh… Read full bio
Alia Rafi
Principal, Investor Relations & Fundraising, FTV Capital
Alia is a member of the investor relations team and drives FTV Capital’s overall fundraising strategy and execution, working closely with the firm’s limited partners and prospective limited partners. Prior to joining FTV, Alia was a director at MVisi… Read full bio
Matt Richards
Director, Head of Market Intelligence, Angelo Gordon
Matt Richards joined Angelo Gordon in 2022 and is the Head of Market Intelligence for the Client Partnership Group. In this role, Matt is responsible for gathering and leveraging analytical insights to optimize fundraising, new business development,… Read full bio
Suzan Rose
Senior Advisor, The Alternative Investment Management Association
Suzan Rose is a senior advisor to The Alternative Investment Management Association Limited (“AIMA”). As a consultant to AIMA’s Government and Regulatory Affairs group, she is responsible for developing industry education content to assist AIMA’s mem… Read full bio
Alexander Samuelson
Global Head of Media Relations, Neuberger Berman
Alex Samuelson is Global Head of Media Relations and a Managing Director at Neuberger Berman. With more than 20 years of experience, he is skilled in internal and external communications, issues management, executive communication counsel and brand p… Read full bio
Morgan Schmit-Sobeck
Principal, Investor Relations, Clayton, Dubilier & Rice
Morgan Schmit-Sobeck is a Principal at Clayton, Dubilier & Rice. She focuses on global investor relations and fundraising activities. Previously, Ms. Schmit-Sobeck worked on Cinven’s investor relations and fundraising team, where she helped estab… Read full bio
Jessica Schmitt
Head of Investor Relations, Arrowroot Capital
Jessica is the Head of Investor Relations at Arrowroot Capital, a global growth equity firm providing transitional capital to healthy, growing SaaS companies that are under-resourced and need capital for growth-related initiatives. Prior to joining A… Read full bio
Yokasta Segura-Baez
Managing Director, Investor Relations, ArcLight Capital Partners
Yokasta has two decades of Private Equity fundraising and investor relations experience having successfully raised capital across the full spectrum of Private Equity and Real Assets funds and separately managed customized accounts. Yokasta has vast e… Read full bio
Gary Sernovitz
Managing Director, Lime Rock Partners
Gary Sernovitz is a Managing Director of Lime Rock, an energy-focused private equity firm with $9 billion in investor capital commitments for three strategies: growth equity in exploration & production and oilfield service companies; the acquisit… Read full bio
Jacob Shulman
Director of Investor Relations & Marketing, Oak Hill Capital
Jacob Shulman is a Director of Investor Relations & Marketing at Oak Hill Capital and has been part of the firm since 2018. Jacob focuses on the firm’s investor relations, marketing, fundraising, and business development activities. He serves as… Read full bio
Robyn Slutzky
Partner, Head of Capital Solutions, Arctos Sports Partners
Robyn Sacks Slutzky is a Partner of Arctos Sports Partners. In addition to leading the firm’s investor relations and capital raising activities, Mrs. Slutzky directs the Firm’s investment strategy and firm governance. Prior to joining Arctos Sports P… Read full bio
Sarah Smith
Managing Director, Limited Partner Services, 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
Head of Investor Relations and Impact, Activate Capital
Susan oversees all investor engagement and IR activities, marketing and communications as well as ESG initiatives and management across the firm. Prior to Activate, Susan provided strategic consulting and advisory services to the private equity and v… Read full bio
Rachele Stephenson
Investor Relations Manager, NewSpring Capital
Rachele Stephenson is the investor relations and fundraising team’s point of engagement for NewSpring. Rachele is responsible for coordinating and supporting the firm’s fundraising activities including preparing marketing materials, servicing existin… Read full bio
Frederick Storz
Managing Director – Investor Relations, Energy Capital Partners
Mr. Storz is a Managing Director – Investor Relations at ECP, where he is involved in the firm’s investor relations, marketing, fundraising and public relations activities. Prior to joining ECP in 2019, Mr. Storz was Head of Business Development… Read full bio
Courtney Sullivan
Managing Director and Head of Fundraising and Investor Relations, Lightyear Capital
Courtney Sullivan is a Managing Director and Head of Fundraising and Investor Relations at Lightyear Capital. Prior to joining Lightyear in 2022, Ms. Sullivan spent 13 years as Head of Investor Relations at Inverness Graham Investments. Previously, M… 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
Kimberley Tait
Vice President, Global Head of Content & Brand, Antler
Kimberley Tait is Vice President, Global Head of Content + Brand at Antler, the day zero investor. She is an author with 20+ years of experience focusing on communications, brand marketing, and content strategy at firms including Goldman Sachs, Citig… Read full bio
Evan Teiger
Partner, Foundation Capital
Evan leads the IR function at Foundation Capital, where he is responsible for maintaining relationships with existing limited partners and introducing new investors to the firm on a global basis. Prior to joining Foundation, Evan was a director withi… Read full bio
David Teten
Managing Partner, Versatile VC
David Teten is Managing Partner of Versatile VC, backing early-stage companies which help investors generate alpha and succeed. He is Chair of PEVCTech, a community of investors in private companies using technology and analytics to generate alpha. H… Read full bio
Josette Thompson
Managing Director, Prosek
Josette Thompson is a managing director at Prosek Partners. She has more than 20 years of experience in Communications with a current focus on financial and professional services. At Prosek she manages a multi-million-dollar portfolio of clients acro… Read full bio
Iris Tomczyk
Head of Marketing & Communications, Edison Partners
Iris joined Edison Partners in January 2022 as Vice President, where she leads marketing, communications, and events. Prior to joining Edison Partners, she was a Director at General Atlantic where she focused on the firm’s global marketing efforts, p… Read full bio
Sarah Tomolonius
Partner, Head of Investor Relations, M13
Sarah Tomolonius is Partner, Head 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 President… Read full bio
Louise Verga
Managing Director, Dasseti
Louise is an investment sector professional, with over 15 years’ experience gained across the buy and sell side technology space. As Managing Director of Dasseti, an innovative digital due diligence platform, Louise works closely with clients in bank… Read full bio
Jeff Williams
Chief Strategy Officer, Altvia
Jeff Williams started with Altvia in 2011, bringing with him deep technical understanding and industry experience as an Associate at a leading Fund-of-Funds, Greenspring Associates. Through his tenure, Jeff has worked extensively with Altvia's intern… Read full bio
Sherri Williams
Partner and Head of IR & Fundraising, Raine Group
Sherri is a Partner at Raine. She is the Head of Investor Relations and Fundraising. Prior to joining Raine, she was a Principal at Montgomery & Co., a west-coast based digital media and technology investment bank and a senior member of the Priva… Read full bio
Jennifer Zhu
Principal, Investor Relations, Incline Equity Partners
Jennifer Zhu is a Principal of Investor Relations at Incline Equity Partners and responsible for the firm’s investor relations and fundraising activities and supports the firm’s marketing and communication efforts. Prior to joining Incline, Jenny ser… Read full bio
Jennifer Zimmerman
Chief Marketing Officer, General Catalyst
Jennifer joined General Catalyst 2 years ago as the firm's first Chief Marketing Officer, and she has been instrumental in helping define the firm's mission, values and distinctive 'agent's of change' positioning. She is responsible for helping to cr… Read full bio
2023 advisory board
Vishnu Amble
Director, GreenBear Group
Vishnu Amble serves as a Director of GreenBear Group LLC, a single-family office he founded in 2006 based in Miami, Florida and Singapore. The GreenBear Group LLC investment program has been active across private markets in developed and emerging reg… Read full bio
Krissie Baily
Vice President of Human Capital, MiddleGround Capital
Kristen (Krissie) is a Vice President of Human Capital at MiddleGround Capital, headquartered in Lexington, KY, where she leads the firm's DEI initiatives and manages the Human Capital team. Krissie’s team incorporates talent attraction, talent acqui… Read full bio
Brian Bank
Strategy and Client Development, Investment Funds Group, Kirkland & Ellis LLP
Brian Bank is a partner-level, client-facing non-lawyer within Kirkland and Ellis's Investment Funds Group, the largest and most active private equity focused law firm globally. Kirkland and Ellis’ funds practice represents over 700 investment manage… Read full bio
Karen Bommart
Head of Investor Relations, Battery Ventures
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
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
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
Kathryn Pothier
Head of Investor Relations, Trive Capital
Kathryn is the Head of Investor Relations for Trive Capital. She is responsible for maintaining and enhancing relationships with Trive investors, strategically evaluating the institutional landscape, and cultivating relationships with potential futur… Read full bio
Annis Steiner
Principal, Marketing & Communications, FTV Capital
Annis drives marketing and communications for FTV Capital, collaborating closely with the firm’s investment, business development and investor relations teams. Prior to joining FTV, Annis led marketing at Bain Capital Ventures, where she developed st… Read full bio
Joe Worden
Founder & CEO, 5150 Digital Marketing Group
Joe Worden is the founder and CEO of 5150 Digital Marketing Group, a fintech marketing firm providing data-driven distribution, marketing, and communication solutions to marketing and IR/PR professionals in the asset management industry. Following th… Read full bio
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.”
Hotel & venue
All conference sessions will take place at Convene.
We recommend staying at The Muse Hotel which is across the street from Convene. You can call 855.212.0199 or click the link below to secure a hotel reservation.
Event venue
Convene
117 W 46th St
New York, NY 10036
Hotel
The Muse Hotel
130 W 46th St
New York, NY 10036
View agenda page
Agenda
Day 1 - Wednesday 19th
Registration and breakfast
07:00 - 09:00
Registration and breakfast
Pre-conference breakfast meetings
08:00 - 09:00
A. Brand authenticity in private markets
Mary Armstrong,
Priscilla Guevara,
Robert Kaufman,
Ravali Parsa
- What does “authenticity” mean in the private market?
- How do you create KPIs for authenticity?
- Share ideas for creating and managing an authentic brand and narrative for fund managers.
Speakers:
Mary Armstrong, Managing Director, Global Head of Marketing & Communications, General Atlantic
Priscilla Guevara, Head of Investor Relations, Investment Team and Science Ventures, Science Inc.
Rob Kaufman, Principal, Head of Investor Relations, Linse Capital
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners
08:00 - 09:00
B. Fundraising during a downturn
Amy Nelson,
Michelle Noyes,
Bill O'Conor,
Tony Paredes,
Sarah Tomolonius
- How will a recession impact fundraising?
- How do you retain investors in a recession?
- Discuss emerging fundraising strategies to connect with non-traditional sources of capital.
Speakers:
Amy Nelson, Chief Strategy Officer, Rethink Capital Partners
Michelle Noyes, Managing Director, Head of Americas, AIMA
Bill O’Conor, Managing Director, Americas, PEI Group
Tony Paredes, VP of Sales, Anduin
Sarah Tomolonius, Partner, Head of Investor Relations, M13
Michelle Noyes
Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Read bio
08:00 - 09:00
C. VIP Breakfast: A modern IR approach to converting your IR funnel faster (invite only)
Sponsored by Altvia, featuring their technology partner Passthrough: delegates attending this exclusive, invite-only session will take part in peer roundtable discussions over breakfast, and get a first look at how Altvia and Passthrough’s recently announced strategic partnership revolutionizes the investor onboarding process with streamlined workflows.
Welcome
09:00 - 09:15
Opening remarks
Speaker:
Seth Kerker, Director, Membership & Events, PEI
Keynote session
09:15 - 09:50
Fireside keynote: Future-proof marketing for private markets
Arielle Gross Samuels,
Mary Kathleen Flynn
- What is future-proof marketing?
- How will social media change the private investment market?
- Get ideas on how to optimize your firm’s marketing team, technology, and strategy.
Interviewee:
Arielle Gross Samuels, Managing Director and Global Head of Marketing, Blackstone
Interviewer:
Mary Kathleen Flynn, Editor-in-Chief, PE Hub
Networking
09:50 - 10:20
Networking break
Plenary session
10:20 - 10:55
The impact of the recession on private markets
Sarah Smith,
Abigail Archibald,
Stephan Connelly,
Robert Ellis,
Neda Jafar
- How will the recession affect the allocation strategies of traditional investors like pensions, insurance companies, and foundations?
- What are the global events and economic trends driving LP behavior today and tomorrow?
- Understand what LPs want to see in GP proposals in the current economic environment.
Moderator:
Sarah Smith, Managing Director, Limited Partner Services, Advent International
Speakers:
Abigail Archibald, Senior Portfolio Manager, Mellon Foundation
Stephan Connelly, Managing Director, Star Mountain Capital LLC
Robert Ellis, Managing Director, Summit Rock
Neda Jafar, Partner, Kimmeridge Energy
Networking
10:55 - 11:25
Networking break
Masterclasses
11:25 - 12:05
Masterclass A: How to build marketing teams for private markets
Jeff Auerbach ,
Amy Harsch,
Aarti Iyer,
Yokasta Segura-Baez
Masterclasses provide delegates with practical insight and guidance from leading voices and expert sources on a variety of subjects. Set up in a classroom style, delegates will come away with actionable advice and insights on how to tackle complex challenges.
- Assessing the marketing needs of your firm and getting buy-in from management
- Creating a vision for your marketing team
- Learning strategies small-to-midsize firms can use to build lean marketing teams.
Speakers:
Jeff Auerbach, Director of Marketing, Middleground Capital
Amy Harsch, Managing Director, Investor Relationships, American Securities
Aarti Iyer, Head of Communications, Campbell Luytens
Yokasta Segura-Baez, Managing Director, Investor Relations & Fundraising, ArcLight Capital Partners
11:25 - 12:05
Masterclass B: Branding and content creation for fund managers
Kelsey Clute,
Jack Cohen,
Kristy DelMuto,
Kimberley Tait
Masterclasses provide delegates with practical insight and guidance from leading voices and expert sources on a variety of subjects. Set up in a classroom style, delegates will come away with actionable advice and insights on how to tackle complex challenges.
- Aligning your firm’s branding and investment strategies.
- Creating and cultivating brand narratives that drive investor diversification and loyalty.
- Learning what the private equity sector can learn from venture capital when it comes to telling a firm’s story.
Speakers:
Kelsey Clute, Vice President, Director of Communications, HCI Equity Partners
Jack Cohen, VP Content & Engagement, General Catalyst
Kristy DelMuto, Senior Director, Strategic Marketing, LLR
Kimberley Tait, Vice President, Global Head of Content + Brand, Antler Capital
11:25 - 12:05
Masterclass C: Designing your IR & marcomms tech stack
Angela Johnson ,
Joel Palathinkal,
David Teten,
Louise Verga
Masterclasses provide delegates with practical insight and guidance from leading voices and expert sources on a variety of subjects. Set up in a classroom style, delegates will come away with actionable advice and insights on how to tackle complex challenges.
- Building your firm’s fundraising, marketing & communications tech stack on a budget.
- Designing your firm’s digital strategy that grows your investor relations, fundraising, marketing & communications efforts.
- Understanding the technologies your firm’s IR and marcomms “team of one” needs to adapt to changing investor priorities in a challenging global economy.
Speakers:
Angela Johnson, Partner, Investor Relations & Capital Raising, Fifth Wall
Joel Palathinkal, CEO, Sutton Capital
David Teten, Managing Partner, Versatile VC
Louise Verga, Managing Director Americas, Dasseti
11:25 - 12:05
Masterclass D: The private market regulatory environment
Blake Bennett,
Miles Chan,
Michael Hong,
Suzan Rose
Masterclasses provide delegates with practical insight and guidance from leading voices and expert sources on a variety of subjects. Set up in a classroom style, delegates will come away with actionable advice and insights on how to tackle complex challenges.
- Surveying the regulatory environment for the private markets look like today.
- Understanding how the regulatory environment impacts your firm’s fundraising and marketing strategies.
- Learning how to successfully navigate the new SEC marketing rule and other regulations.
Speakers:
Blake Bennett, Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners
Miles Chan, Vice President of Insight, Ontra
Michael Hong, Partner, Investment Management, Davis Polk
Suzan Rose, Senior Advisor, Government & Regulatory Affairs, The Alternative Investment Management Association
Lunch
12:05 - 13:05
Luncheon
Plenary session
13:05 - 13:40
Generation Z and the private market
Meagan Loyst
- What drives the behavior of Gen Z investors and managers?
- How is Gen Z influencing the alternative investment market?
- Learn what Gen Z investors expect from managers when it comes to fundraising, relations, and marketing.
Speaker:
Meagan Loyst, Founder & CEO, Gen Z VCs
Networking
13:40 - 14:10
Networking break
Plenary session
14:10 - 14:45
Is DEI falling behind?
Carmen Ortiz-McGhee,
Michael Elio,
Amy Nelson,
Josette Thompson
- In 2020, LPs dramatically increased DEI commitments – how do LPs prioritize diverse-owned managers in their allocation strategies today?
- Learn how fund managers can build equity into their investment strategies.
- How can DEI investment strategies include other underserved groups such as the neurodivergent population?
Moderator:
Carmen Ortiz McGhee, Chief Operating Officer, National Association of Investment Companies
Speakers:
Michael Elio, Partner, StepStone
Amy Nelson, Chief Strategy Officer, Rethink Capital Partners
Josette Thompson, Managing Director, Prosek Partners
Networking
14:45 - 15:00
Networking break
Working groups
15:00 - 16:00
Working Group A: Digital transformations for marketing & fundraising in private markets
Hye Kyung (HK) Lee,
Erica Blob,
Annie Caucci,
Isabel Han,
Rachel Hannon,
Brian Jackson,
Ryleigh Quintana,
Matt Richards
Working groups combine the best of panels and roundtable talks to spark wide-ranging conversations around emerging trends and shared challenges, while also creating opportunities for networking. Working groups are divided into three parts:
- Kick-off panel: the panel is introduced and a short list of relevant seed questions to guide roundtable discussions.
- Roundtables: the panelists lead roundtable discussions to generate answers for the seed questions. These are collected by the panelists and the
- Wrap-up panel: the panel reconvenes to discuss the findings of the roundtables and answer questions from the entire working group.
- What does a digital transformation look like for private equity fund managers?
- I have years of data – how do I determine what data will be most useful during my digital transformation?
- Learn about the digitals tools available to optimize your marketing and fundraising efforts.
Moderator:
Hye Kyung (HK) Lee, Chief Solutions Officer, InvestorFlow
Speakers:
Erica Blob, Partner, Chief Operating Officer & Chief Compliance Officer, Brighton Park Capital
Annie Caucci, Director of Marketing, NewSpring
Isabel Han, Associate Director, Product Management, Invesco Real Estate (IRE)
Rachel Hannon, Principal, Business Development and Investor Relations, Summit Park
Brian Jackson, Director of Data Science, Kimmeridge
Ryleigh Quintana, Director, Fund Services Group, LLC
Matt Richards, Director, Head of Market Intelligence, Angelo Gordon
Erica Blob
Partner, Chief Operating Officer & Chief Compliance Officer, Brighton Park Capital
Read bio
15:00 - 16:00
Working Group B: Getting real about ESG
Frazer Blyth,
Heidi DuBois,
Leslie Golden,
Justin Kulla,
Natalya Michaels,
Ravali Parsa,
Gary Sernovitz,
Rachele Stephenson,
Sarah Tomolonius
Working groups combine the best of panels and roundtable talks to spark wide-ranging conversations around emerging trends and shared challenges, while also creating opportunities for networking. Working groups are divided into three parts:
- Kick-off panel: the panel is introduced and a short list of relevant seed questions to guide roundtable discussions.
- Roundtables: the panelists lead roundtable discussions to generate answers for the seed questions. These are collected by the panelists and the
- Wrap-up panel: the panel reconvenes to discuss the findings of the roundtables and answer questions from the entire working group.
- How do LPs prioritize ESG during a recession?
- How do you communicate your firm’s ESG strategy to non-traditional investors?
- Get insights on tailoring and communicating your ESG strategy to match your firm’s investment approach in a slowed economy.
Moderator:
Frazer Blyth, Director of Investor Relations and Marketing, Bluewater
Speakers:
Heidi Dubois, Global Head of ESG, AEA Investors
Ravali Parsa, Director of Investor Relations, Aurora Capital
Leslie Golden, Managing Director, Global Head of Capital Formation, Digital Bridge
Justin Kulla, Partner, TZP Group
Natalya Michaels, Managing Director, Head of Investor Relations, Paine Schwartz
Ravali Parsa, Director of Investor Relations, Aurora Capital
Gary Sernovitz, Managing Director, Lime Rock Energy
Rachele Stephenson, Investor Relations Manager, NewSpring
Sarah Tomolonius, Partner, Head of Investor Relations, M13
15:00 - 16:00
Working Group C: Social media’s role in private market fundraising
Devin Banerjee,
Ellen Chan,
Lindsay DeLarme,
Mike Duda,
Courtney Mullin,
Michele Puopolo,
Courtney Sullivan,
Iris Tomczyk
Working groups combine the best of panels and roundtable talks to spark wide-ranging conversations around emerging trends and shared challenges, while also creating opportunities for networking. Working groups are divided into three parts:
- Kick-off panel: the panel is introduced and a short list of relevant seed questions to guide roundtable discussions.
- Roundtables: the panelists lead roundtable discussions to generate answers for the seed questions. These are collected by the panelists and the
- Wrap-up panel: the panel reconvenes to discuss the findings of the roundtables and answer questions from the entire working group.
- What is driving fundraisers to social media for prospects, and what success are they finding?
- How are investors using social media to find new managers, and how are managers using social media to find new founders and deals?
- Share ideas and learn strategies for using social media as a viable source of investors and deals.
Moderator:
Devin Banerjee, Senior Managing Editor, LinkedIn
Speakers:
Ellen Chan, Global Director of Digital Marketing, Antler Capital
Lindsay DeLarme, Managing Director & Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Mike Duda, Managing Partner, Bullish Inc.
Courtney Mullin, Senior Manager, Investor Relations & Community, Tidemark
Michele Puopolo, Vice President, Private Investing Marketing Strategist, Wellington Management
Courtney Sullivan, Managing Director and Head of Fundraising and Investor Relations, Lightyear Capital
Iris Tomczyk, Head of Marketing & Communications, Edison Partners
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Read bio
Michele Puopolo
Vice President, Private Investing Marketing Strategist, Wellington Management
Read bio
Courtney Sullivan
Managing Director and Head of Fundraising and Investor Relations, Lightyear Capital
Read bio
15:00 - 16:00
Working Group D: The investor experience
Matt Malone,
Sheila Dharmarajan,
Melissa Greenberg,
Priscilla Guevara,
Amrita Mainthia ,
Emily Melchior,
Alia Rafi,
Jennifer Zhu
Working groups combine the best of panels and roundtable talks to spark wide-ranging conversations around emerging trends and shared challenges, while also creating opportunities for networking. Working groups are divided into three parts:
- Kick-off panel: the panel is introduced and a short list of relevant seed questions to guide roundtable discussions.
- Roundtables: the panelists lead roundtable discussions to generate answers for the seed questions. These are collected by the panelists and the
- Wrap-up panel: the panel reconvenes to discuss the findings of the roundtables and answer questions from the entire working group.
- Why is understanding your firm’s investor experience so critical for attracting investor prospects and retaining investor partners?
- How can fund managers use marketing funnels to identify and even qualify investors?
- Share ideas around how to shape an investor’s entire journey with your firm: from marketing, content, and social media, to hybrid, virtual, and in-person AGMs.
Moderator:
Matt Malone, CEO, Privcap
Speakers:
Sheila Dharmarajan, Partner, Head of Investor Relations & Business Development, ZMC
Melissa Greenberg, Head of Investor Relations, North Peak Capital
Priscilla Guevara, Head of Investor Relations, Investment Team and Science Ventures, Science Inc.
Amrita Mainthia, VP, Investor Relations, General Catalyst
Emily Melchior, Head of Investor Relations, Banksa Group
Alia Rafi, Principal, Investor Relations & Fundraising, FTV Capital
Jennifer Zhu, Principal Investor Relations, Incline Equity Partners
Priscilla Guevara
Head of Investor Relations, Investment Team and Science Ventures, Science Inc.
Read bio
Networking
16:00 - 16:30
Networking break
Workshops I
16:30 - 17:00
Workshop A: Pitch deck optimization
Carolyn Chen Warner,
Johanna Doherty,
Jon Greene
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- How are GPs using the pitchbook today?
- Should you still use pitchbooks in meetings?
- Learn tactics and strategies are available to enhance the effectiveness of your pitchbook.
Speakers:
Carolyn Chen Warner, Director of Investor Relations, BRS & Co.
Johanna Doherty, Managing Director – Investor Relations, JLL Partners
Jon Greene, Managing Director, MJ Hudson
16:30 - 17:00
Workshop B: Streamlining investor onboarding & adding transparency to your capital raising process
Noreen Crowe,
Brian Finnegan
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- How can your firm reduce risk around data collection and transaction management?
- How can my firm improve the investor onboarding experience?
- Learn to reduce the cycle time to receive funding.
Speakers:
Noreen Crowe, Vice President of Product Development, SS&C Intralinks
Brian Finnegan, Senior Business Information Manager, American Securities
16:30 - 17:00
Workshop C: Getting creative with your DDQ
Natasha Azar,
Sarah Busch,
Dan Sullivan
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- How do you refresh your firm’s approach to crafting winning DDQs?
- What are some ways to add depth to your DDQ?
- Learn how to balance creativity with regulatory compliance.
Speaker:
Natasha Azar, Vice President, Investor Relations & Marketing, University Relations, Osage University Partners
Sarah Busch, Head of Investor Relations, Argosy
Dan Sullivan, Sales Executive for the Americas, DiligenceVault
16:30 - 17:00
Workshop D: Marketing to organizations versus individuals
Emila Damjanovic,
Robert Kaufman,
Kimberly Lu
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- Can the personal brands of my leadership team materially enhance my organization’s brand?
- How can fund managers make mass communications seem personal?
- Learn techniques to leverage individual connections when marketing to organizations.
Speakers:
Emila Damjanovic, Partner, Investor Relations, Lead Edge Capital
Rob Kaufman, Principal, Head of Investor Relations, Linse Capital
Kimberly Lu, Vice President, Investor Relations, Vestar
Reception
17:00 - 18:30
Reception
Agenda
Day 2 - Thursday 20th
Registration and breakfast
07:30 - 09:00
Registration and breakfast
Think Tanks
08:00 - 09:00
Think Tank for investor relations & fundraising professionals (invite only)
Jeff Becker,
William Craig,
Morgan Schmit-Sobeck,
Robyn Slutzky
Our think tanks are invitation-only gatherings for individual stakeholder groups. Kick off the second day of the conference with discuss important issues and share learnings with peers in a closed-door setting, with no media, vendors, or service providers in the room.
- How are investor relations & fundraising professionals coping with such a competitive funding market, rising inflation, and the impacts of other global crises?
Speakers:
Jeff Becker, General Partner, Antler
William Craig, Investment Director, Wellington Management
Morgan Schmit-Sobeck, Principal, Investor Relations, Clayton, Dubilier & Rice
Robyn Slutzky, Partner, Head of Capital Solutions, Arctos Sports Partners
08:00 - 09:00
Think Tank for marketing & communications professionals (invite only)
Kelsey Clute,
Pia De Sousa
Our think tanks are invitation-only gatherings for individual stakeholder groups. Kick off the second day of the conference with discuss important issues and share learnings with peers in a closed-door setting, with no media, vendors, or service providers in the room.
- How can marketing, branding, and communications professionals continue to add value in the private capital market?
Speakers:
Kelsey Clute, Vice President, Director of Communications, HCI Equity Partners
Pia De Sousa, Vice President of Marketing, Sun Capital Partners Inc.
Welcome
09:00 - 09:15
Chair's welcome
Keynote session
09:15 - 09:50
Fireside keynote: Where is your firm on the branding spectrum?
Jennifer Zimmerman,
Caroline Gibson
- How do privately held alternative investment firms tell authentic, honest brand stories?
- Is my firm a leader or just keeping up with the Joneses when it comes to DEI, ESG, and impact investing?
- Learn how to adapt your branding and marketing strategy ready for new sources of capital, (e.g., retail/mass affluent investors, international investors).
Interviewee:
Jennifer Zimmerman, CMO, General Catalyst
Interviewer:
Caroline Gibson, Partner, Prosek
Networking
09:50 - 10:20
Networking break
Plenary session
10:20 - 10:55
Expanding your fundraising footprint
Sherri Williams,
Elliot Pasztor,
Jessica Schmitt,
Jacob Shulman,
Frederick Storz
- What are the top alternative sources of capital today?
- Fundraising overseas – what are the challenges and solutions?
- Learn how to work with placement agents and get the most out of the relationship.
Moderator:
Sherri Williams, Partner & Head of IR & Fundraising, Raine Group
Speakers:
Elliot Pasztor, Vice President – Origination, Further Capital
Jessica Schmitt, Head of Investor Relations, Arrowroot Capital
Jacob Shulman, Director of Investor Relations & Marketing, Oak Hill Capital
Frederick Storz, Managing Director – Investor Relations, Energy Capital Partners
Networking
10:55 - 11:10
Networking break
Plenary session
11:10 - 11:45
Crisis communications
Colin Allodi,
Jimmy Carrion,
Alexander Samuelson,
Evan Teiger
- How have the various crises of the last two years (e.g., the war in Ukraine, rising interest rates, the denominator effect, the cryptocurrency crisis) impacted private market fundraising?
- How can investment managers create proactive crisis communications strategies?
- Get best practices on how to retain investors through crises.
Moderator:
Colin Allodi, SVP, Institutional Sales, Backstop Solutions Group
Speakers:
Jimmy Carrion, Senior Vice President of Investor Relations, Lloyd Jones
Alexander Samuelson, Global Head of Media Relations and Managing Director, NB Alternatives
Evan Teiger, Partner, Investor Relations, Foundation Capital
Networking
11:45 - 12:00
Networking break
Workshops II
12:00 - 12:30
Workshop A: Setting an approach to media relations
Brittany Cash,
Kate McGann
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- Can a good press relations strategy be an asset to support growth as well as manage the firm’s reputation?
- What are the best practices for handling press relations challenges?
- Learn about building and promoting your brand through press relations.
Speakers:
Brittany Cash, Managing Director and Co-Head, Corporate Communications, Ares Management
Kate McGann, Principal, Corporate Marketing & Communications, Hamilton Lane
12:00 - 12:30
Workshop B: What do LPs want?
Jay Brupbacher,
Robyn Slutzky,
Jeff Williams
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- How have institutional investor priorities changed in the face of the worst fundraising environment since 2008?
- What can you do to retain investors in a highly competitive, cash-constrained market?
- Gain insight into how you can find new fundraising opportunities even when most LPs are already overallocated.
Speakers:
Jay Brupbacher, Head of US Investor Relations, Astorg
Robyn Slutzky, Partner, Head of Capital Solutions, Arctos Sports Partners
Jeff Williams, Chief Strategy Officer, Altvia
12:00 - 12:30
Workshop C: How to use marketing to close deals
Kristy DelMuto,
Ryan Parker
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- What can firms do to attract the right kind of founders for your portfolio?
- Can marketing techniques help managers qualify founders as well as attract them?
- Learn what motivates founders today and how to increase your firm’s deal flow.
Speakers:
Kristy DelMuto, Senior Director, Strategic Marketing, LLR
Ryan Parker, CMO and Head of Brand, Trivest Partners
12:00 - 12:30
Workshop D: International fundraising
Elizabeth Lawrence,
Susan Stella
Share best practices, tips, tricks, and collaborate with your peers on shared challenges, and take part in a lively moderated discussion. Be prepared to learn and contribute to the conversation.
- What is driving interest in international capital markets?
- Learn how to tailor your proposal to comply with local regulations and customs.
- What are the challenges and pitfalls of international fundraising?
Speakers:
Elizabeth Lawrence, Director, Investor Relationships, American Securities
Susan Stella, Head of Investor Relations and Impact, Activate Capital
Close of conference
12:30 - 13:30