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
Join your peers at the 18th annual Investor Relations, Marketing & Communications New York Forum on April 19-20, 2023.
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.
Arielle Gross Samuels
Managing Director & Global Head of Marketing
Blackstone
2023 keynote session: Future-proofing marketing in alternative investments
Learn how to future-proof your marketing functions from Blackstone’s Global Head of Marketing, Arielle Gross Samuels.
- Why does the alternative investment industry need to future-proof marketing?
- What in-house marketing expertise and technology are needed to create an impactful, consistent, and authentic brand? How do you create a successful in-house marketing team?
- Is the alternative investment market going social?
Secure your place by February 3, 2023, to save $350+ on your pass.
EXPLORE THE BENEFITS OF ATTENDING
What can you expect at the forum?
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.
FEATURED TOPICS
Key agenda themes for 2023
- Understanding the competitive and dynamic fundraising landscape for 2023
- The value of in-house marketing teams in private markets and how to build them
- How to fundraise with non-traditional sources: Marketing strategies, tools, and best practices
- Marketing to support deal-sourcing and attract portfolio companies and founders
- Practical perspectives on DEI and ESG storytelling
- Tactics for navigating the SEC’s new Marketing Rule
- Defining, creating, and measuring authenticity
- The growing role of social media in investor relations
2023 speakers
BROWSE THE PRELIMINARY ATTENDEE LIST
Network with your IR peers in private markets
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 on available sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 (646) 356-4504.
2023 sponsors
2023 speakers
Have a topic you would like to discuss at the Investor Relations, Marketing, and Communications Forum: New York 2023? Contact Yale Deskins at yale.d@pei.group to discuss available speaking opportunities.
Mary Armstrong
Managing Director, General Atlantic
Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its… Read full bio
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
Editor at Large, Business and Finance, LinkedIn
Devin Banerjee is Editor at Large, Business & Finance at LinkedIn, where he oversees financial content and editorial strategy for the world's largest professional networking platform. LinkedIn had more than 850 million members in more than 200 co… 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
Frazer Blyth
Director – Marketing & Communications, Blue Water Energy
Frazer started working with Blue Water Energy as a consultant soon after it was founded in 2011 before moving to a permanent role in 2017. Since 2011 Frazer has shaped the marketing of Blue Water Energy through its fundraising activities as well as i… 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, 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
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
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
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
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
Katja Gagen
Senior Director, External Communications, Brex
Katja joined fintech company Brex in 2022 and focuses on external communications, media relations, executive communication and thought leadership, and digital marketing, working closely with go-to-market, brand, product as well as government affairs… 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
Hannah Gubbins
Director of Investor Relations & Marketing, Dawn Capital
Hannah oversees Dawn Capital's investor relations and fundraising, as well as managing their marketing and communications strategy. Before joining Dawn, Hannah spent three and a half years at Inflexion Private Equity, where she was responsible for ma… 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
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
Rocio Heres
Managing Director, AltamarCAM
Rocio grew up in Spain and is a graduate of the University of Oviedo where she majored in Business and Law. While attending university, Rocio took a year abroad to study in Finland, gaining access to a different style of education and to Finland's di… Read full bio
Michelle Holleman
Director of Communications, Chicago Teachers’ Pension Fund
Michelle L. Holleman serves as the Director of Communications for the Chicago Teachers' Pension Fund (CTPF), a $11.1 billion pension fund with more than 90,000 members. Holleman manages and produces public-facing communications focusing on three majo… 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
Kelly Howard
Partner, Head of Marketing, Adams Street Partners
Kelly is responsible for guiding Adams Street’s brand strategy and leading the execution of its global marketing and communication initiatives. Prior to joining Adams Street, he was Senior Vice President of Marketing and Communications at Two Sigma.… Read full bio
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
Robert Kaufman
Head 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
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
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
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
Ryan McGovern
Managing Director, Star Mountain Capital
Ryan McGovern has over 25 years of investment and advisory experience with much of that time spent managing private credit funds and working with private credit fund investors around the world. As a Managing Director & Investment Committee Member… 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
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
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
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
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
Maggie Littlefield Sahlman
Managing Director and Head of Investor Relations, Charlesbank
Maggie joined Charlesbank in 2019 to lead the firms’s fundraising and investor relations efforts. Previously, she was a Managing Director in the Private Funds Group at Houlihan Lokey, which acquired her predecessor firm, BearTooth Advisors. While the… Read full bio
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
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
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
Scott Sutton
Vice President and Head of Americas Communications, LaSalle
As Vice President and Head of Americas Communications, Scott Sutton is responsible for enhancing the reputation of LaSalle at the firm, product and asset-level throughout the U.S. and Canada. Prior to joining LaSalle in 2020, Scott spent more than fo… Read full bio
Carolyn Chen Warner
Director of Investor Relations, Bruckmann, Rosser, Sherrill and Co. (BRS)
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
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
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
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
Christina Anzel
Director of Investor Relations & ESG, True Green Capital Management
Christina Anzel is Director of Investor Relations & ESG at True Green Capital Management and is responsible for supporting TGC’s overall fundraising efforts and marketing strategy. Previously, she was a Managing Director, Head of IR and Product H… 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
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
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
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
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.
Network with private market leaders
Browse the preliminary attendee list
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 have reserved a hotel room block for attendees across from the conference venue at The Muse Hotel. The deadline to book a room at the discounted rate is March 24. Call 855.212.0199 or click the link below to secure your reservation.
Event venue
Convene
117 W 46th St
New York, NY 10036
Hotel
The Muse Hotel
130 W 46th St
New York, NY 10036
Ph: 855.212.0199
View agenda page
Agenda
Day 1 - Wednesday 19th
Pre-conference breakfast meetings
08:00 - 09:00
A. Creating authentic brands in private markets
Mary Armstrong,
Priscilla Guevara,
Robert Kaufman,
Ravali Parsa
- What are “authentic brands” in the private market?
- How do you create KPIs for authenticity?
- Discuss how to create and manage an authentic brand and narrative for fund managers.
Speakers:
Mary Armstrong, Global Head of Marketing & Communications, General Atlantic
Priscilla Guevara, Head of Investor Relations, Investment Team and Science Ventures, Science
Rob Kaufman, Linse Capital
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners
Priscilla Guevara
Head of Investor Relations, Investment Team and Science Ventures, Science Inc.
Read bio
08:00 - 09:00
B. Fundraising during a recession
Rocio Heres,
Tony Paredes,
Michelle Noyes
- How will a recession impact fundraising?
- Discuss emerging fundraising strategies to connect with non-traditional sources of capital.
- How do you retain LPs in a recession?
Speakers:
Rocio Heres, Managing Director, AltamarCAM
Tony Paredes, VP of Sales, Anduin
Michelle Noyes, Managing Director, Head of Americas, AIMA
Welcome
09:00 - 09:15
Opening remarks & chair's welcome
Keynote session
09:15 - 09:50
Keynote fireside chat: Futureproof marketing for private markets
Arielle Gross Samuels,
Mary Kathleen Flynn
- Why do private markets need futureproof marketing, and what is it?
- Get ideas on how to optimize your firm’s marketing team & technology.
- How can private markets utilize social media to design and manage futureproof branding?
Speakers:
Arielle Gross Samuels, Managing Director and Global Head of Marketing, Blackstone
Mary Kathleen Flynn, Editor-in-Chief, PE Hub
Networking
09:50 - 10:20
Networking break
Plenary session
10:20 - 10:55
A recession is a recession - the LP perspective
Sarah Smith,
Ryan McGovern
- How is the recession affecting the allocation strategies of traditional investors like pensions, insurance companies, and foundations?
- Understand what LPs want to see in GP proposals in the current economic environment.
- What are the global events and economic trends driving LP behavior today and tomorrow?
Moderator:
Sarah Smith, Managing Director, Limited Partner Services, Advent International
Speakers:
Abigail Archibald, Senior Portfolio Manager, Mellon Foundation
Robert Ellis, Managing Director, Summit Rock
Ryan McGovern, Managing Director and Investment Committee Member, Star Mountain Capital LLC
Andreas Moon, Partner, I Squared Capital
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
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.
- How do you assess the marketing needs of your firm?
- Learn how to create a vision for your marketing team and how to get buy-in from management.
- Are there strategies small-to-midsize firms can use to build a lean but effective marketing team?
Speakers:
Jeff Auerbach, Director of Marketing, Middleground Capital
Amy Harsch, Managing Director, Investor Relationships, American Securities
Aarti Iyer, Head of Communications, Campbell Luytens
11:25 - 12:05
Masterclass B: Branding and content creation for fund managers
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.
- How do you align your branding strategy with your firm’s investment strategy, and why is that important?
- Learn to create and cultivate a brand narrative for your firm that drives investor diversification and loyalty.
- What can the private equity sector learn from venture capital when it comes to telling an investment management firm’s story?
Speakers:
Jack Cohen, VP Content & Engagement, General Catalyst
11:25 - 12:05
Masterclass C: Designing your IR & marcomms tech stack
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.
- How do you build a fundraising, marketing & communications tech stack on a budget?
- Learn design principles and strategies to build a digital system that positively impacts your investor relations, fundraising, marketing & communications efforts.
- How can investor relations “teams of one” use technology to continuously adapt to changing fundraising priorities?
11:25 - 12:05
Masterclass D: The private market regulatory environment
Brian Bank,
Michael Hong
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.
- What does the regulatory environment for the private markets look like today, and how will it impact fundraising?
- Get practical guidance on how to navigate the new SEC marketing rule and other regulations marcomms and fundraising professionals in the private markets should know.
- How do you balance creative strategy and compliance in the private markets?
Speakers:
Brian Bank, Strategy & Client Development, Investment Funds Strategy, Kirkland & Ellis LLP
Michael Hong, 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 Gen Z investors’ and managers’ behavior?
- How is Gen Z influencing the alternative investment market?
- Learn what Gen Z investors expect from managers regarding 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?
Rocio Heres,
Carmen Ortiz-McGhee
- 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?
Speakers:
Rocio Heres, Managing Director, AltamarCAM
Sarah Mattina, Director of Communications & Marketing, Venture Forward
Carmen Ortiz McGhee, Chief Operating Officer, National Association of Investment Companies
Networking
14:45 - 15:00
Refreshment break
Working groups
15:00 - 16:00
Working Group A: Digital transformations for marketing & fundraising in private markets and measuring success/metrics
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 marketing and fundraising look like?
- Learn how to use data tools to make your marketing and fundraising efforts more efficient and impactful.
- I have years of data – how do I determine what data will be most useful during my digital transformation?
Speakers:
Rachel Hannon, Principal, Business Development and Investor Relations, Summit Park
15:00 - 16:00
Working Group B: Getting real about ESG
Frazer Blyth,
Heidi DuBois,
Ravali Parsa,
Gary Sernovitz
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.
- During a recession, does ESG remain a priority for LPs?
- Get insights on keeping your ESG strategy aligned with your firm’s investment strategy in a slowed economy.
- How do you communicate your firm’s ESG strategy to non-traditional investors?
Speakers:
Frazer Blyth, Director, Marketing & Communications, Blue Water Energy LLP
Heidi Dubois, Global Head of ESG, AEA Investors
Ravali Parsa, Director of Investor Relations, Aurora Capital
Ravali Parsa, Director of Investor Relations, Aurora Capital
Gary Sernovitz, Managing Director, Lime Rock Energy
15:00 - 16:00
Working Group C: Social media’s role in private market fundraising
Devin Banerjee,
Lindsay DeLarme,
Kelly Howard,
Courtney Mullin
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.
- Have increasingly frequent global crises driven fundraisers to social media for prospects?
- Share tricks and learn strategies for using social media as a viable source of investors and deals.
- How are investors using social media to find new managers, and how are managers using social media to find new founders and deals?
Speakers:
Devin Banerjee, Chief Editor, Business, LinkedIn
Lindsay DeLarme, Managing Director & Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Kelly Howard, Partner, Head of Marketing, Adams Street Partners
Courtney Mullin, Senior Manager, Investor Relations & Community, Tidemark
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Read bio
15:00 - 16:00
Working Group D: The investor experience
Sheila Dharmarajan,
Hannah Gubbins,
Priscilla Guevara
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?
- Learn how to shape the investor’s experience, from weekly newsletters to hybrid, virtual, and exclusively in-person AGMs, to engagement on social media.
- How can fund managers use marketing funnels to identify and even qualify investors?
Speakers:
Sheila Dharmarajan, Partner, Head of Investor Relations & Business Development, ZMC
Hannah Gubbins, Head of Investor Relations & Marketing, Dawn Capital LLP
Priscilla Guevara, Head of Investor Relations, Investment Team and Science Ventures, Science
Networking
16:00 - 16:30
Networking break
Workshops I
16:30 - 17:00
Workshop A: Pitch deck optimization
Michelle Holleman
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 do LPs love to see in pitch decks, and what do they hate to see in pitch decks?
- Learn how to build an effective pitch deck from the LP perspective.
- What are some novel pitch deck strategies that LPs are seeing these days?
Speakers:
Michelle Holleman, Director of Communications, Chicago Teachers’ Pension Fund
16:30 - 17:00
Workshop B: Leveraging technology at your next AGM
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.
- Is it still a good idea to organize a completely virtual AGM?
- Learn how to use technology to create a more impactful in-person AGM experience for your firm’s stakeholders.
- Does “hybrid event” just mean “streaming speeches,” or is there overlooked potential?
16:30 - 17:00
Workshop C: Getting creative with your DDQ
Natasha Azar
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?
- Learn how to balance creativity with regulatory compliance.
- What are some ways to add depth to your DDQ?
Speakers:
Natasha Azar, Vice President, Investor Relations & Marketing, University Relations, Osage University Partners
Natasha Azar
VP of Investor Relations & Marketing, University Relations, Osage University Partners
Read bio
16:30 - 17:00
Workshop D: Marketing to organizations versus individuals
Robert Kaufman
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?
- Learn techniques to leverage individual connections when marketing to organizations.
- How can fund managers make mass communications seem personal?
Speakers:
Rob Kaufman, Linse Capital
Reception
17:00 - 19:00
Reception
Agenda
Day 2 - Thursday 20th
Think Tanks
08:00 - 09:00
Think Tank for investor relations & fundraising professionals
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?
08:00 - 09:00
Think Tank for marketing & communications professionals
Brittany Cash
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:
Brittany Cash, Principal, Co-Head of Corporate Communications
Kelsey Clute, Vice President, Director of Communications at HCI Equity Partners
Pia De Sousa, Director of Marketing, Sun Capital Partners Inc.
08:00 - 09:00
Think Tank for LPs and investors
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.
- What are some ways LPs can better communicate their complex and changing priorities to managers?
Welcome
09:00 - 09:15
Chair's welcome
Keynote session
09:15 - 09:50
Keynote fireside chat: Where is your firm on the branding spectrum?
Jennifer Zimmerman
- 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 fine-tune your investor relations, marketing & communications strategies to become a leader and not a follower.
Speakers:
Jennifer Zimmerman, CMO, General Catalyst
Networking
09:50 - 10:20
Refreshment break
Plenary session
10:20 - 10:55
Working with placement agents to tap alternative sources of capital
- What are the top alternative sources of capital today?
- Learn how to work with placement agents and get the most out of the relationship.
- How can a placement agent help you reach new sources of capital overseas?
Networking
10:55 - 11:10
Refreshment break
Plenary session
11:10 - 11:45
Crisis communications
Katja Gagen,
Jimmy Carrion,
Michelle Holleman,
Alexander Samuelson
- How have the various crises of the last two years (e.g., war in Ukraine, rising interest rates, the denominator effect)?
- Get best practices on how to retain investors through crises.
- Learn how to be proactive in crisis communications.
Moderator:
Katja Gagen, Senior Director, External Communications, Brex
Speakers:
Jimmy Carrion, Senior Vice President of Investor Relations, Lloyd Jones
Michelle Holleman, Director of Communications, Chicago Teachers’ Pension Fund
Alexander Samuelson, Global Head of Media Relations and Managing Director, NB Alternatives
Evan Teiger, Partner, Investor Relations, Foundation Capital
Networking
11:45 - 12:00
Refreshment break
A. Best practices for crisis communications
B. Press relations – friend or foe?
C. Top tips for the perfect DDQ
D. Key terms to know for LPAs
E. How to use marketing to close deals
Workshops II
12:00 - 12:30
Workshop A: Press relations – friend or foe?
Kate McGann,
Scott Sutton
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?
- Learn best practices to handle press relations challenges.
- How to proactively manage your image in the media.
Speakers:
Kate McGann, Principal, Corporate Marketing & Communications, Hamilton Lane
Scott Sutton, Vice President, Americas Communications, LaSalle
12:00 - 12:30
Workshop B: Key terms to know for LPAs
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 are the fundamental components of the limited partnership agreement, and how do they work?
- Build your investor relations expertise by becoming fluent in the key terms of LPAs.
- What do marketers need to know about LPAs?
12:00 - 12:30
Workshop C: How to use marketing to close deals
Carolyn Chen Warner,
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?
- Learn what is motivating founders today and how you can increase your firm’s deal flow.
- Can marketing techniques help managers qualify founders as well as attract them?
Speakers:
Carolyn Chen Warner, Director of Investor Relations, Bruckmann, Rosser, Sherrill and Co. (BRS)
Ryan Parker, CMO and Head of Brand, Trivest Partners
12:00 - 12:30
Workshop D: International fundraising
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?
Close of conference
12:30 - 13:30