Harnessing 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.

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

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 sessions.

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 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.

Secure your place by Friday, December 2, to save $500+ on your pass with our early bird pricing.

Book now

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?

BROWSE THE 2022 ATTENDEE LIST

Network with your peers in private markets

Access Holdings
ACME
Actis
Adams Street Partners
Advent International
AEA Investors
Alpha Capital Partners
American Securities
Angel Island Capital Services
Anzu Partners
Apollo Global Management
ArchiMed
ArcLight Capital Partners
Ares Management
Argosy Capital
Audax Private Equity
BC Partners
BentallGreenOak
Berkshire Capital
Blackstone
Blue Wolf Capital Partners
Brightstar Capital Partners
BroadVail Capital Partners
Bruckmann, Rosser, Sherrill & Co. Management
Butterfly
Canyon Clo Advisors
Capstreet Group
Carlyle Group
Carval Investors
Castlelake
Catterton Partners
CBRE Group
Centerbridge Capital Partners
Charlesbank Capital Partners
Chicago Teachers' Pension Fund
Clayton, Dubilier & Rice
Coller Capital
Crescendo Capital Partners
Crow Holdings
CRV
EnCap Investments
EP
Fairview Partners
Federated Hermes
Felix Consulting
FFL
Fondo
Frontier Capital
Gatewood
General Atlantic
Genstar Capital
GI Partners
Great Hill Partners
Hamilton Lane
HCI Equity Partners
HGGC
Hines Interests
Inari Capital
Infranode
InRider Partners
Insight Equity Holdings
Instar Asset Management
Institutional Venture Partners
Invesco
Ivanhoé Cambridge
Kayne Anderson Capital Advisors
Kelso & Co.
KPS Capital Partners
Landmark Partners
LEM Capital
Levine Leichtman Capital Partners
Lexington Partners
Lindsay Goldberg
Lloyd Jones
LLR Partners
Lovell Minnick Partners
M13 Ventures
Manulife
Marlin Equity Partners
Mesirow Financial Holdings
MetLife Investment Management
Monomoy Capital Partners
New Mountain Capital
New Spring Capital
North Peak Capital
Oak HC/FT
Oaktree Capital Management
Odyssey Investment Partners
OpenGate Capital
Orchard Global Asset Management
Orion Resource Partners
Pacific Current Group
Peachtree Hotel Group
Pelion Venture Partners
Pivotal Life Sciences
Raine Group
Redesign Health
Resource Capital Funds
Rhone Capital
Riverglade Capital
Sands Capital Management
Silver Lake Partners
Sirius Capital Group
Slate Asset Management
Sterling Group
Strattam Capital
Summit Park
Ta Associates
Thoma Bravo
TIAA
TPG Company
Transpacific Group
Trilantic North America
Unigrains
Viking Global Investors
Voyager Capital
Warburg Pincus & Co.
Waterton Associates
Welsh, Carson, Anderson & Stowe
Westcap Group
WM Partners
Wynnchurch Capital
ZMC

2023 advisory board

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…

Read full testimonial

Michelle Ball

HKW, Inc.

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

Read full testimonial

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 Tyler Mitchell at tyler.m@pei.group.

2023 sponsors

2023 speaker lineup coming soon...

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.

2022 speakers

Monel Amin

Founder and CEO, DiligenceVault

Monel is founder & CEO of DiligenceVault a digital diligence platform for the investment management industry. Prior to founding the firm, she was head of risk for liquid investments at Citi with oversight for hedge fund, pensions, insurance and f… Read full bio

Christine Anderson

Global Head of External Relations, Blackstone

Christine Anderson is the Global Head of External Relations, overseeing Blackstone's Public Affairs, Marketing, and ESG functions. She leads Blackstone's efforts related to Environmental, Social and Governance issues and she serves as the primary spo… Read full bio

Mary Armstrong

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

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

Chris Barbier

Principal, Investment Management, Yardi

Chris Barbier is the Industry Principal for Investment Management at Yardi, working with clients, sales, services, and the product team in delivering real estate investment solutions.  He has over 27 years of experience working with global software,… Read full bio

Charles Bauer

Partner, EnCap Investments L.P.

Mr. Bauer serves as the head of investor relations and fundraising for EnCap Investments. Prior to joining EnCap in 2010, Mr. Bauer spent five years overseeing the investor relations and fundraising efforts of HM Capital Partners, a middle-market buy… Read full bio
Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations, Great Hill Partners

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

Danny Bloomstine

Strategic Account Director, Juniper Square

Danny is a New York City based Director at Juniper Square, a venture-backed company making the private capital markets more efficient and transparent through software and tech-enabled administration. He works with PE and VC firms to evaluate their: •… Read full bio

Marieke Boudeling

Principal, ESG & Sustainability, MJ Hudson

Marieke Boudeling joined MJ Hudson’s ESG & Sustainability team in 2017 and is now Principal. She is moving to New York to lead the expansion of MJ Hudson's ESG services in North America. Marieke has supported various types of clients, including V… Read full bio

Caitlin Brodie

Managing Director, Carlyle

Caitlin Brodie is a Managing Director at Carlyle. Ms. Brodie is based in New York and oversees Fundraising and Investor Relations in Global Private Equity for the Americas. Since joining Carlyle in 2013, she has been actively involved in the firm’s b… Read full bio

Clare Burrows

Corporate Communications & Branding, Oaktree

Ms. Burrows joined Oaktree in 2021 from Partners Group in New York, where she was responsible for communications across the U.S. including media relations, thought leadership, investment communications, and corporate messaging including ESG and Diver… Read full bio

Sijia Cai

Counsel, Davis Polk

Ms. Cai is a counsel in Davis Polk’s Investment Management Group. Ms. Cai advises private fund sponsors, including emerging fund sponsors, in connection with the organization, marketing and operation of private investment funds, including private equ… 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
Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

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

Debby Cordeiro

Vice President, Public Affairs and Communications, Ivanhoé Cambridge

As Vice President, Public Affairs and Communications, Debby Cordeiro is responsible for moving the corporate communications strategy towards proactive communications and public affairs management including issues and reputation management. She also o… Read full bio
Shavonne Correia KPS Capital

Shavonne Correia

Head of Investor Relations & Marketing, KPS Capital Partners

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

Noreen Crowe

VP Product Management, Intralinks

Noreen is Vice President of Product Management at Intralinks where she has responsibility for the Alternative Investments space.  She has deep history and passion for Fintech and has worked to bring many solutions to market in the Private Equity and… Read full bio
Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… Read full bio
Kristy DelMuto LLR Partners

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
Kristin DePlatchett Trilantic

Kristin DePlatchett

Partner, Head of Investor Relations, Trilantic North America

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

Heidi DuBois

Global Head of ESG, AEA Investors

Heidi is the Global Head of Environmental, Social and Governance (“ESG”) at AEA. In her role, Heidi oversees the creation and implementation of ESG policies and procedures across AEA’s portfolio companies as well as at the management company level. B… Read full bio

Kyle Dunn

Managing Director, Business Development – IR & Marketing, MJ Hudson

Kyle helps asset managers of all forms understand the value of brand and consistent communication; appreciate the importance of passionate, relevant, and interesting marketing materials; and harness the power of marketing technology. MJ Hudson (AIM:M… Read full bio

Laura Fahrney

Partner, Ridgemont

Laura is a Principal of Ridgemont Equity Partners and oversees the firm’s relations and communications with its limited partners. Prior to joining Ridgemont in 2013, Laura led investor relations for Blue Point Capital Partners and was a Principal at… Read full bio

Katie Fasken

Managing Director, Slate Asset Management

Katie is a Managing Director of Slate Asset Management. She is responsible for leading capital raising and investor relations efforts for Slate and its businesses. Katie joined Slate in 2016. Prior to joining Slate, Katie was on the financial institu… Read full bio

Steve Felix

Partner & Co-Founder, Felix / Weiner Consulting Group

Steve has more than 30 years of diverse commercial / institutional real estate industry experience and nurtures a vast cross-generational, global network. He is considered by many to be one of the most connected people in the global commercial real e… Read full bio

Ryan FitzGibbon

Managing Director, Prosek Partners

Ryan FitzGibbon is a Managing Director at Prosek Partners where she works with leading traditional and alternative asset managers to provide strategic counsel and guidance on how to build and protect their brands to support their long-term business g… Read full bio
MK Flynn

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub

Mary Kathleen (MK) Flynn joined PEI Media as Editor-in-Chief of PE Hub in 2021. She leads the content for the Hub and covers all things private equity-related, especially transactions, trends and dealmakers. She has covered private equity and M&A… Read full bio

Mike Geller

Partner, Prosek

Mike Geller advises founders, C-Suite executives and business leaders of private investment firms and publicly-traded financial institutions on strategic communications, including financial and corporate public relations, reputation management and le… Read full bio

Nicola Goll

Director, Portfolio Manager, UBS

Nicola is a Global Investment Committee Member of MM PE, the Multi-managers investment team focused on Private Equity and Venture Capital that forms part of the c. USD 125bn Real Estate and Private Markets (REPM) division within UBS Asset Management.… Read full bio
Melissa Greenberg

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

Samer Hanini

Managing Partner, Hanini Group

Samer Hanini is a Founding Member of Hanini Group where he heads business development and construction management. He holds a Master’s degree in Architecture and Infrastructure Planning and has a strong understanding of the real estate business. Same… Read full bio

Jon Greene

Managing Director, Europe – IR & Marketing, 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

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

Jillian Hazelton

Head of Marketing & Communications, Bregal Sagemount

Bregal Sagemount is a growth-focused private capital firm with over $3.0 billion of committed capital. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction… Read full bio

Eliot Hodges

Chief Executive Officer, Anduin

Eliot Hodges is the CEO of Anduin, a Silicon Valley technology company building the infrastructure to make the private market as efficient and transparent as the public one. Prior to Anduin, Eliot ran Growth at Anchorage, an A16Z-backed crypto techno… Read full bio

Michelle Holleman

Director of Communications, Chicago Teachers’ Pension Fund

Michelle L. Holleman currently serves as the Director of Communications for the Chicago Teachers' Pension Fund (CTPF), a $13.4 billion pension fund that services a membership of over 90,000 active and retired Chicago’s public, charter, and contract s… Read full bio
Michael Hong, Davis Polk

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

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Irene joined LMP as Principal, Head of Investor Relations in 2017. She came to the firm from Z Capital where, as Managing Director, she was responsible for investor relations and business development for the firm’s private equity and credit strategie… Read full bio

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

Lauren Hubbert

SVP, Brookfield Asset Management

Lauren Hubbert is a Senior Vice President of Brookfield Asset Management, where she manages the Private Funds Investor Relations function. Prior to joining Brookfield in 2020, Ms. Hubbert held Marketing and Investor Relations roles at Cerberus Capita… Read full bio

Michelle Jacobi

Managing Director, Gatewood

Michelle is a Managing Director responsible for Gatewood's fundraising and marketing initiatives, as well as assisting in business development and transaction origination. Michelle has deep fundraising experience, with a particular focus on raising c… Read full bio
Jennifer James, Thoma Bravo

Jennifer James

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

Jennifer James is Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2015 with 20 years of experience in private equity/venture capital investor rel… Read full bio
Rod James PEI Media

Rod James

Senior Reporter, Private Equity International and Secondaries Investor

Rod James is senior reporter with Secondaries Investor and Private Equity International, based in the London office. Prior to PEI, his roles included a stint as a freelancer covering fintech and transaction banking, CEEMEA capital markets reporter wi… Read full bio

Chris Janiec

Americas Editor, Agri Investor

Chris Janiec is an America's Editor with Agri Investor and previously wrote about non-bank finance for Private Debt Investor. A graduate of the NYU Center for Global Affairs, Janiec is also a member of the Carnegie New Leaders and the National Commit… Read full bio

Jason Jerista

Managing Director, Investor Relations, LLR Partners

Jason Jerista is the Managing Director of Investor Relations at LLR Partners. With more than $5 billion raised across six funds, LLR provides capital for growth, recapitalizations, and buyouts to technology and healthcare companies. Jason joined LLR… Read full bio

Franny Jones

Managing Director, The Sterling Group

Franny joined Sterling in 2010 to lead the firm’s fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible for fundrais… Read full bio

James Lawler

Founder & CEO, Osmosis Films

James Lawler is the Founder and CEO of Osmosis, a creative agency and production company specializing in creating documentary films, videos, animation, interactive and other storytelling media across a wide spectrum of industries and organizations (w… Read full bio

Sharmila Kassam

Head of Asset Owner Solutions, Nasdaq

Shar Kassam is the Chief Operating Officer of Nasdaq Asset Owners Solutions, focusing on connecting with asset owners and aligning with industry stakeholders to pursue Nasdaq’s overall vision for the markets, data and technology. Previously, Shar was… Read full bio

Kim Kile

Head of Investor Relations, Fundraising, and Communications, Access Holdings

Kim Kile joined Access Holdings in 2021 as the firm’s first-ever Head of Investor Relations, Fundraising, and Communications.  As a member of Access’s senior management team, Kim leads fundraising efforts for the firm’s flagship funds, co-investments… Read full bio

Elena Kulakovska

Business Development Executive, SS&C Intralinks

Elena is a Business Development Executive at SS&C Intralinks, helping Private Equity, Venture Capital, and Real Estate Funds with their Fundraising, Digital Investor Onboarding and Investor Reporting needs. Drawing on her 15 years of experience i… Read full bio

Ari Levine

Director of Communications & Investor Relations, Unigrains

Ari Levine joined Unigrains, Europe’s leading agri-food investor, in 2016 and manages the Group’s Communications and CSR-ESG activities. He was previously Communications Manager at 21 Invest, a mid-market pan-European PE firm. He began his career as… Read full bio

John Little

Senior Director, CBRE Investment Accounting & Reporting

John Little is a Senior Director of Business Development within CBRE’s Investment Accounting & Reporting business, which provides extensive services to Real Estate investment managers, from fund administration to property accounting and data mana… Read full bio
Maggie Littlefield Sahlman Charlesbank Capital Partners

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

Rory Mabin

AVP—Head of Fund Secondaries, Nasdaq Private Fund Solutions

Rory is an AVP and the Head of Fund Secondaries at Nasdaq Private Fund Solutions. In her time at Nasdaq, she has played an integral role in defining new secondary platform features designed to increase transaction efficiency. Rory also leads business… Read full bio

Molly Mahoney

Senior Vice President, Slate Asset Management

Molly Mahoney is a Vice President of Slate Asset Management and is focused on the firm’s capital raising efforts. Molly has over 13 years of experience in capital raising and marketing alternative products and services to North American institutional… Read full bio
Laura Manley

Laura Manley

Chief Marketing Officer, MetLife Investment Management

Laura Manley is the chief marketing officer for MetLife Investment Management (MIM). In this role, she is responsible for building greater awareness and familiarity of MIM’s capabilities and expertise across asset owners and consultants. She has acco… Read full bio

Brian Marchand

Chief Product Officer, InvestorFlow

Brian Marchand is the co-founder and Chief Executive Officer of Cloud Theory. He has been recognized as a visionary leader whose client centric approach has led to lasting partnerships across the financial services industry. With over 20 years of exp… Read full bio

Alexis Maskell

Partner, Head of Investor Relations, BC Partners

Alexis joined BC Partners in May 2021. Previously, Alexis worked at Citigroup, where he was a Managing Director and Head of the Financial Sponsors Group for EMEA. Alexis brings over two decades of investment banking experience having spent the first… Read full bio

Meghan Mazza

Global Head of Social Media, Carlyle

Meghan Mazza is the Global Head of Social Media at Carlyle. Meghan is based in New York and oversees the strategic distribution of Carlyle’s content and stories through the right channels for specific audiences. Prior to joining Carlyle, she was an A… 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

Colleen McKenzie

Vice President, Investor Relations, Butterfly

Colleen McKenzie is a Vice President at Butterfly and is responsible for helping to manage investor relations including fundraising activities and co-investments. Prior to joining Butterfly, Ms. McKenzie worked at Hellman & Friedman as a member o… Read full bio

Sinead O’Sullivan

Investor Relations, Viking Global

Ms. O’Sullivan is the Director of the Investor Services at Viking Global Investors. From 2006 until she joined Viking in 2020, Ms. O’Sullivan worked as a member of the Investor Relations Operations team at J.P. Morgan. Ms. O’Sullivan is a graduate of… Read full bio

Maureen O'Toole

Managing Director, Investor Development Head: Americas, Actis

Maureen O’Toole is head of the Americas Investor Development Group for Actis. She and her team work with investors in Actis funds to keep them fully appraised of the progress and performance of their investments. Importantly, they work with potential… Read full bio

Stacey Monteiro Leanos

Director of Investor Relations, ACME Capital

Stacey Monteiro Leanos is the Director of Investor Relations for ACME, responsible for managing the firm’s investor communications and fundraising activities. Prior to ACME, she was Associate Director of Investor and Public Relations for Cerus Corpor… Read full bio

Drake Paulson

Senior Director, Nasdaq Private Funds

Drake Paulson is Managing Director of Nasdaq Private Fund Solutions, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of T… Read full bio

Gina Lee Peyton

Partner, Capital Formation, Castlelake

Ms. Peyton joined Castlelake in 2017 and is head of the Capital Formation team, focused on enhancing the firm’s fundraising and investor relations activities. She became a partner of the firm in 2019. Ms. Peyton is also a member of the Investment Rev… Read full bio

Tim Quinn

Senior Vice President, Edelman

Tim advises private capital firms, asset managers, and other financial services clients on ongoing reputational management and corporate positioning. Across private capital and asset management, he advises clients on ways to effectively use media rel… Read full bio

Gretchen Robinson

Director, Capital Formation-Business Development, GI Partners

Gretchen Robinson is a Director on the Capital Formation-Business Development team at GI Partners. She is focused on the firm’s investor relations and marketing initiatives. Prior to joining GI Partners, Gretchen was Vice President of Investor Relati… Read full bio

Matt Schuler

Senior Vice President, Global Communications, LaSalle

Matt Schuler is Senior Vice President, Global Communications at LaSalle, a position he assumed in 2020 after joining the firm in 2016 as Head of Americas Communications. In his role, Matt oversees corporate, product and asset-level communications for… Read full bio

Tracy Schwartz

Executive Vice President, Digital Financial Communications, Edelman

Tracy Schwartz is the Executive Vice President of Edelman’s Digital Financial Communications practice and brings more than 20 years of experience in bridging the gap between traditional strategy and online positioning to the table. Before joining Ede… Read full bio

Rajesh Senapati

Managing Director, HarbourVest

Rajesh Senapati joined HarbourVest in 2005 as an associate focused on secondary investments. Raj focuses on global secondary private equity investments purchased through both traftional and more complex transactions. He has played a lead role in Harb… Read full bio

Eric Simas

Principal, HarbourVest

Eric Simas joined HarbourVest in 2011 and rejoined HarbourVest’s primary team in 2016 after completing his MBA. Eric focuses on US venture, buyout, and credit investments, including the evaluation, due diligence, and monitoring of partnerships. Eric’… Read full bio

Pete Stavros

Co-Head of US Private Equity, KKR & Founder and Chairman, Ownership Works

Pete is the Founder and Chairman of Ownership Works. Pete’s interest in employee ownership began with his Dad who worked as an hourly construction worker in Chicago for 40 years and experienced what most Americans do — a lack of incentive alignment w… Read full bio

Yvonne Stoicheva

Director, Strategic Initiatives & Enterprise Application Management, TPG

Yvonne is a Director in the Services Operations Group at TPG, a leading global alternative asset management firm. She oversees strategic initiative technology projects and manages enterprise applications for the firm, including TPG’s Investor Portal… 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

Sarah Tomolonius

VP, Investor Relations, M13

Sarah Tomolonius is the Vice President 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 Pres… Read full bio

Nathan Urquhart

Partner and Global Head of Investor Relations, Carlyle

Nathan Urquhart is a Managing Director - Partner and Global Head of Investor Relations. He is based in New York. Prior to joining Carlyle, Mr. Urquhart was at Oz Management for 11 years, where he was most recently Executive Managing Director and Co-H… Read full bio

Richard Walsh

Partner, Court Square

Mr. Walsh leads all investor relations, fundraising, and co-investment activities at the firm. Prior to joining Court Square in 2014, Mr. Walsh was a partner at Lee Equity Partners in New York and prior to that, he was in the Private Funds Group at U… Read full bio

Liz Weiner

Partner & Co-Founder, Felix / Weiner Consulting Group

Liz is Partner & Co-Founder of Felix / Weiner Consulting Group and creator of their unique Behavioral Presentation Coaching methodology. With a focus on Diversity, Equity and Inclusion, Liz leads Felix / Weiner’s powerful Women’s Leadership Works… Read full bio

Kenya Williams

Managing Director and Product Specialist, Oaktree

Ms. Williams is a managing director and product specialist for Oaktree’s Real Estate strategies. She also oversees the real estate product specialist team. In these capacities, Ms. Williams and her team are responsible for various aspects of real est… Read full bio

Nigel Williams

Chairman, Managing Partner, Royalton Partners

Nigel has over 40 years of experience in the financial services industry. He is the Chairman and co-founder of Royalton Partners since inception in 1996. Prior to founding Royalton Partners, Nigel was the CEO of Prague-based Creditanstalt Investment… Read full bio

Donna Yip

Managing Director Asset Management, Antares

Ms. Yip is a managing director with Antares Capital’s Asset Management team. Ms. Yip is focused on the structuring of new funds and programs, fundraising campaigns and strategies, and negotiating terms with investors and stakeholders. Prior to joinin… 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, OakTree Capital

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 relationships with industry leaders by participating in meaningful discussions throughout the event.

Networking sessions include:
  • Breakfast meetings
  • Think tanks
  • Interactive roundtable workshops
  • Networking breaks and lunches
  • Day one grand reception

Download the 2022 attendee list

Hotel & venue

All conference sessions will take place at Convene.

Although the hotel room block is now closed, there are a number of hotels near the event venue, including the Kimpton Muse Hotel and The Times Square EDITION.

Event venue

Convene
117 W 46th St
New York, NY 10036

Nearby hotel

Kimpton Muse Hotel
130 W 46th St
New York, NY 10036
Ph: 212.485.2400

Nearby hotel

The Times Square EDITION
701 7th Ave
New York, NY 10036
Ph: 212.398.7017


Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 19th

Pre-conference breakfast meetings
08:00 - 09:00

A. Brand authenticity in alternative investments

  • What does “authenticity” mean in the alternative investments market?
  • Discuss how to create and manage an authentic brand and narrative for fund managers.
  • How do you create KPIs for authenticity?
08:00 - 09:00

B. Investor relations, marketing & communications for emerging funds

  • How are emerging managers impacting the private equity market?
  • Share ideas and best practices for emerging funds in the private equity market.
  • How do you tell your own “emerging manager story” for fundraising and marketing?
Welcome
09:00 - 09:15

Opening remarks & chair's welcome

Keynote session
09:15 - 10:00

Keynote chat: Future-proofing marketing in alternative investments

Arielle Gross Samuels
  • Why does the alternative investments management industry need to future-proof marketing?
  • Identify the in-house marketing expertise and technology you need to create an impactful, consistent, and authentic brand, and how to build your team.
  • Is the alternative investment market going social?

Speaker:
Arielle Gross Samuels,
Managing Director and Global Head of Marketing, Blackstone

A speaker photo for Arielle Gross Samuels

Arielle Gross Samuels

Managing Director, Global Head of Marketing, Blackstone

Read bio
Networking
10:00 - 10:30

Networking break

Plenary session
10:30 - 11:05

LP panel: Trends and allocation strategies for private equity

  • What are the new allocation strategies emerging today?
  • Understand the global events and economic trends driving LP behavior.
  • How can you use these insights to drive investor relations, marketing & communication strategy for your firm?
Networking
11:05 - 11:20

Refreshment break

Masterclasses
11:20 - 12:00

Masterclasses

Attend one of four concurrent masterclasses to get practical insight and guidance from leading
voices and expert sources on a variety of subjects, including:

A. How to build your investor relations, marketing & communications team

B. Content production for fund managers

C. How to design your investor relations, marketing & communications tech stack

D. How to plan your next AGM

Lunch
12:00 - 13:00

Lunch

Plenary session
13:00 - 13:25

Generation Z and the alternative investments market

  • 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

Working groups
13:25 - 14:40

Working groups A & B

Guided by experts and thought leaders, our concurrent working group sessions combine panels with roundtable discussions to spark peer-to-peer engagement around big-picture challenges.

A. Digital transformations for investor relations, marketing & communications

B. DEI: How are LPs prioritizing diversity, equity, and inclusion today?

Networking
14:40 - 14:55

Refreshment break

Plenary session
14:55 - 15:30

ESG panel

  • What can investor relations do to avoid greenwashing?
  • Learn how to right-size your ESG efforts to fit your firm’s strategy
  • How are LPs prioritizing ESG today?
Networking
15:30 - 15:45

Refreshment break

Working groups
15:45 - 17:00

Working groups C & D

Guided by experts and thought leaders, our concurrent working group sessions combine panels with roundtable discussions to spark peer-to-peer engagement around big-picture challenges.

A.      Social media’s role in private equity fundraising & investor relations

B.      Designing the stakeholder journey for your fund

Reception
17:00 - 19:00

Reception

Agenda

Day 2 - Thursday 20th

Pre-conference think tanks
08:00 - 09:15

Think tanks (Invitation-only)

Our think tanks are invitation-only gatherings for individual stakeholder groups. Kick off the second day of the conference to discuss critical issues and share learnings with peers in a closed-door setting, with no media, vendors, or service providers in the room.

A.       Investor relations & fundraising

B.       Marketing & communications

C.       Allocators

Welcome
09:15 - 09:25

Chair's welcome

Keynote session
09:25 - 10:05

Keynote: Where is your firm on the branding spectrum?

  • 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.
Networking
10:05 - 10:15

Refreshment break

Roundtable workshops
10:15 - 11:00

Workshops I

Take part in one of five workshops around specific challenges in investor relations, marketing & communications.

A. Digital storytelling for private equity firms

B. How to use LinkedIn for private equity fundraising

C. Leveraging technology at your next AGM

D. Best practices for managing DDQ reporting

E. Refreshing your branding narrative

11:00 - 11:35

Coffeehouse chats

Take part in informal, but expert-led, coffeehouse chats around relevant topics. Move from one chat to another based on your interest, network, and of course, take a coffee break! Chats will cover:

A. Alternative investment consumerization

B. The end of the “megadeal era” and the impact on your investor relations, marketing & communications strategies

C. Stakeholder journeys in private equity

Networking
11:35 - 11:45

Refreshment break

Roundtable workshops
11:45 - 12:30

Workshops II

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

Close of conference
12:30 - 13:30

Closing lunch