Private Equity
International
International
Investor Relations, Marketing & Communications Forum New York 2024
10 - 11 April 2024,
Convene, 117 W 46th St, New York
Navigating industry changes, trends, and new opportunities
The Investor Relations, Marketing & Communications Forum explores best practices of fundraising, LP relations, branding, communications, and marketing strategies within the private market sector.
Over two days, you’ll build your network with the largest community of IR and marketing leaders in private equity. Together you’ll discuss some of the biggest pain points impacting your role and share new strategies for overcoming them.
With a rich history spanning almost 20 years this is the must-attend event for IR, marketing, and communications professionals in private equity.
Bring your IR, marketing, and communications team to save
Why you need to attend
Connect & collaborate
Forge valuable connections with your peers through interactive roundtable discussions, engaging panel sessions, and extensive networking opportunities.
Stay informed
Excel in your role and drive success for your firm as you discuss current trends, engage in problem-solving discussions, and uncover actionable takeaways.
Elevate your team
With specific sessions focused on IR, marketing, and communications, your full team will return to the office with an extensive playbook of new strategies.
Join a fireside chat with Bain Capital
Hear from Bain Capital’s, Partner, Head of Communications & Public Affairs, Ernesto Anguilla as he explores the role of communications in private markets.
Get an inside look into the past, present, and future adaptations for meeting the shifting expectations and demands of investors.
Experts leading the discussion in 2024
2023 attendees included:
What our attendees say about the forum
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…
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.
2024 Sponsors
Lead the discussion in 2024
Have a topic you would like to discuss at next year’s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.
Firms leading the discussion in 2024 include:
- Alpine Investors
- Eclipse Ventures
- HIG Capital
- Manulife Investment Management
- And more…
Our full 2024 speaking lineup is coming soon.
2024 speakers
Dominique Ahumada
Head of Capital Partnerships, Lead Edge Capital
Dominique is the Head of Capital Partnerships at Lead Edge Capital. Prior to joining Lead Edge in 2022, Dominique served as the Head of Capital Partnerships & Talent at Honeycomb Asset Management, the Director of Investor Relations at Coatue, Inv… Read full bio
Ernesto Anguilla
Partner, Head of Communications & Public Affairs, Bain Capital
Mr. Anguilla joined Bain Capital in 2013. He is a Partner and serves as Global Head of Communications and Public Affairs. In his role, Mr. Anguilla oversees external and internal communications, public affairs, philanthropic programs, brand marketing… 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
Devin Banerjee
Sr. Managing Editor, Industry News & Community, 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 1 billion professionals. Prior to joining Li… Read full bio
Rush Baker
Partner, Head of Investor Relations, Edison Partners
Rush joined Edison Partners in 2022 and leads the firm’s investor relations and capital formation efforts. Rush has over 20 years of financial, operational, and government leadership experience. Most recently as a Partner at Snowbridge Advisors, a Ne… Read full bio
Andrew J. Campbell
Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC
Mr. Campbell serves on the Investment Committee, where he works throughout the due diligence and aids in the formulation and execution of strategic strategies. In addition, Mr. Campbell is responsible for DC Capital Partners' investor relationships w… Read full bio
Andrea Chrysanthou
Vice President, Brand and Communications, TAS
Andrea Chrysanthou is one of Canada’s premier media relations experts, a multiple award-winning communicator and an educator with more than a decade of experience in communications. She is currently the Vice President of Brand and Communications at T… Read full bio
Kelsey Clute
Vice President of Investor Relations, Arlington Capital Partners
Kelsey Clute is the Vice President of Investor Relations at Arlington Capital Partners. As part of the IR team at Arlington, Kelsey is responsible for supporting the investor relations program, including fundraising, investor relations, marketing and… Read full bio
Karen Derr Gilbert
Partner, FTV Capital
Karen has been at FTV Capital for over 21 years and leads the firm’s efforts in strategic business development, investor relations, fundraising and marketing. Karen and her team work with portfolio companies to help facilitate access to potential cus… Read full bio
Chelsea Dodge
Director of Investor Relations, Fin Capital
Chelsea is a Director of Investor Relations at Fin Capital, where she is responsible for supporting the firm’s client relationships and fundraising activities. Prior to joining Fin Capital, Chelsea was most recently a Vice President on the Investor R… Read full bio
Rebeca Ehrnrooth
Managing Director, Head of Investor Network, Equilibrium
Rebeca is Managing Director, Head of Investor Network at Equilibrium. She services Equilibrium’s investors and provides capital formation and market advisory services to Equilibrium’s asset managers and strategies. She joined Equilibrium in 2014 open… Read full bio
Tim Flannery
Co-founder and CEO, Passthrough
Tim Flannery is the Co-founder & CEO of Passthrough. Prior to Passthrough, Tim was a leader at Carta's Investor Services business. Tim started his career at JPMorgan's Private Equity Fund Services and Chief Investment Office before launching a mi… Read full bio
Drew Fox
Managing Director, Investor Relations & Fundraising, NA, 17Capital
Drew Fox is Head of Fundraising and Investor Relations North America at 17Capital, the go-to global source of strategic finance for investors in the private equity industry. Since inception in 2008,17Capital has raised over $11 billion, including the… 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
Brendan Gover
Vice President, Investor Relations, Slate Asset Management
Brendan Gover joined Slate in 2022 and is focused on the firm’s capital raising efforts. Prior to joining, Brendan led the fundraising and investor relations function at Argentic Investment Management, a real estate investment manager based in New Yo… Read full bio
Lindsay Grider
Global Head of Fundraising and Investor Relations, Levine Leichtman Capital Partners
Lindsay Grider joined LLCP in 2022 and currently serves as Global Head of Fundraising and Investor Relations, based in Los Angeles. In this capacity, she leads the firm’s fundraising, investor relations and strategic marketing efforts. Prior to joini… Read full bio
Colin Hannaway
Managing Director, H.I.G. Capital
Colin is a Managing Director of H.I.G.’s Capital Formation Group, based in New York. Colin is responsible for capital raising and investor relations activities in North America across the firm’s global private capital strategies. Prior to joining H.I… Read full bio
Jillian Hazelton
Head of Marketing and Communications, Bregal Investments
Jillian Hazelton is Head of Marketing & Communications for Bregal Investments where she oversees firmwide and marketing and communications initiatives for Bregal Investments and the underlying funds. Prior to joining Bregal Investments, Jillian w… Read full bio
July Hugen
Head of Investor Relations, TT Capital Partners
July Hugen is the Head of Investor Relations for TT Capital Partners, focused on capital formation and building and maintaining relationships with clients. She has over 18 years of experience working with professional investors. Prior to joining TTCP… Read full bio
Ryan Hughes
Head of Investor Relations, Stellus Capital Management
Mr. Hughes heads investor relations for Stellus Capital Management (“Stellus”), overseeing existing LP relationships, fundraising, the co-investment program, and strategic marketing efforts for the firm. He has more than 17 years of experience in inv… Read full bio
Radhika Iyer
Managing Director, Head of Marketing, Energy Impact Partners
Radhika Iyer is a Managing Director and Head of Marketing at Energy Impact Partners (EIP), a $4 billion global investment firm custom-built to invest in the energy transition. EIP brings together forward-thinking industrials and climate innovators to… Read full bio
Amon Johnson
Managing Director, Star Mountain Capital
Founded in 2010, Star Mountain is a specialized U.S. lower middle-market asset management firm focused on two investment strategies: 1) providing debt/equity capital to established, growing companies; and 2) purchasing existing LP positions, generall… Read full bio
Kathryn Kantarian
Principal, Investor Relations, Freedom 3 Capital
Kathryn Kantarian is a Principal at Freedom 3 Capital focused on the firm’s investor relations and marketing efforts. She has fifteen years of experience in investor relations, project management, investor communications and public relations. Ms. Kan… Read full bio
Greg Kaufmann
Director, Investor Solutions, Gridline
Greg Kaufmann has 15+ years of investment management sales experience. He currently covers HNW & Wealth Management channels at Gridline, a technology platform that provides access to best in class PE & VC managers. His three previous roles we… Read full bio
Richard Lichter
Vice Chair and Founder, Newbury Partners - Bridge
Richard Lichter is the Vice Chairman of Newbury and is responsible for advising on its strategy, operations and investment activity. Mr. Lichter has been a senior investment professional in twelve secondary funds and has overseen the execution of mor… Read full bio
Oren Michaely
Director of Artificial Intelligence, Motive Partners
Who is Oren? Oren is the Director of AI at Motive partners. He is an AI researcher and innovator with a background in building and integrating AI into real-world products. Prior to joining Motive, Oren worked at Microsoft, where he worked on the Micr… Read full bio
Sora Monachino
Principal, Head of Investor Relations, Victory Park Capital Advisors, LLC
Sora Monachino joined VPC in 2022 and is a Principal. Ms. Monachino leads investor relations and is primarily responsible for investor relations, marketing, and communications for the firm. Ms. Monachino is also actively involved in sourcing and fund… Read full bio
Charlotte Morse
Managing Director, Head of Investor Relations & Marketing, Bridge Investment Group
Charlotte Morse serves as Managing Director of Investor Relations & Marketing for Bridge Investment Group, where she is responsible for handling all aspects of external communication, including LP correspondence, conferences, events, marketing ma… Read full bio
Allan Petersen
Managing Director, Investor Relations, Nautic Partners
Allan Petersen is a Managing Director at Nautic Partners responsible for Investor Relations. Allan first joined Nautic Partners in 2001 as part of the investment staff, before rejoining the firm in 2012 to focus on investor relations and operations.… Read full bio
Kathryn Pothier
Investor Relations Partner, Epiris LLP
Kathryn leads Epiris’ investor relations and fund raising activities. Before joining Epiris in 2023, Kathryn spent ten years in business development and investor relations roles in the hedge fund and private equity markets, most recently at Trive Cap… 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
Charlotte Shropshire
Head of Investor Relations, Menlo Ventures
Charlotte is Head of Investor Relations at Menlo, where she manages investor communications and partnerships, and leads fundraising and capital formation for the firm. Charlotte works in lockstep with our Limited Partners (LPs) around the globe. She… 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
Soo Song
Head of Marketing, WiL (World Innovation Lab)
Founded in 2014, WiL (World Innovation Lab) is a venture capital firm that partners with leading global corporations and government entities in Japan and Asia. With offices in Palo Alto, California, and Tokyo, the firm’s mission is to serve as a brid… Read full bio
Tess Sprechman
Head of Investor Relations, AE Industrial Partners
Ms. Sprechman is Head of Investor Relations at AE Industrial and is primarily focused on investor relations, marketing and communications activities. Prior to joining AE Industrial in 2019, Ms. Sprechman was a Vice President of Investor Relations at… 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
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
Benjamin W. Thorndike
Head of Infrastructure Investor Relations, Manulife Investment Management
Prior to joining Manulife Investment Management, Ben was the North America alternative investments leader at Mercer, focused on private equity, private debt, hedge funds, real estate, and infrastructure. Before joining Mercer, Ben spent more than 25… Read full bio
Monica Vitoria
Partner, Head of Investor Relations, Stripes
Monica joined Stripes in 2017 to build out the Investor Relations function at the firm. As Partner and Head of Investor Relations, she leads all aspects of marketing, investor communication and relationship building. Monica has over 15 years of exper… Read full bio
Joanna Weiss
Director, Investor Relations, TriSpan
Joanna is a Director and responsible for leading the firm’s client relationship management initiatives in the United States. Joanna is a seasoned investor relations and marketing professional having worked in the private equity industry for over a de… Read full bio
Kristin Williamson
Head of Corporate Marketing & Communications, Hamilton Lane
Kristin is a Managing Director and Head of the Corporate Marketing & Communications department, which includes Public Relations, Marketing, Events and Creative Services. Kristin began her financial services career at Hamilton Lane in 2008 and was… Read full bio
Ana Yoerg
VP Marketing, At One Ventures
Ana Yoerg is VP of Marketing at At One Ventures, where she leads all brand initiatives and integrated marketing strategies for the firm, growing its profile among key audiences. Her primary focus is on portfolio company success, bringing 15 years of… Read full bio
2024 advisory board
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
Nancy Katz
Senior Director, Costanoa Ventures
Nancy has 30 years of experience in investor relations, fundraising, marketing, communications and general management across a range of alternative asset classes. She joined Costanoa in 2019 to lead the firm’s Investor Relations and fundraising effor… 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
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
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
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
Covering the topics most important to you
For the last 19 years the forum has established a reputation for keeping its attendees on top of emerging trends and challenges. Through engaging panels, interactive think tanks, working groups, and keynote discussions you’ll learn how to:
- Understand trends in fund terms to firm up your LP base
- Diversify your funding base with sovereign and institutional investors
- Feed and reinforce your pipeline when preparing to fundraise
- Leverage GP-led secondaries and continuation funds work
- Strengthen your internal collaboration skills for maximum impact
View agenda page
Agenda
Day 1 - Wednesday 10th
Registration – Continental Breakfast
08:00 - 09:15
Registration and breakfast
Pre-conference breakfast meetings | Get geared up for the conference at one of our concurrent breakfast meetings. These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelist and audience members.
08:00 - 08:45
Breakfast Meeting A | Optimize your brand: Working on a rebrand or new brand strategy
Kelsey Clute,
Kristin Williamson
- Influencing change with different constituencies from IR & communications roles
- How to tailor multiple stories for various constituencies
- 1) prospects 2) clients 3) the public
- Investor types
- Action planning (sequence)
- Evaluating outcomes and KPIs to measure efficacy
Panelists:
Kelsey Clute, VP Investor Relations, Arlington Capital Partners
Sarah Grenon, Head of Marketing, North America, Impax Asset Management
Samantha Hewitt, Director, Investor Relations, Abbott Capital Management
Kristin Williamson, Head of Corporate Marketing & Communications, Hamilton Lane
08:00 - 08:45
Breakfast Meeting B | Investor Engagement: Manage strategies for telling your story to multiple investor types
Rush Baker,
Jillian Hazelton,
Kathryn Kantarian
- Contrast characteristics different investor types
- Breakdown needs of investor types
- Maintain brand integrity while tailoring your story
- Discuss how nuances influence where and how to reach different constituencies
Panelists:
Rush Baker,Partner, Head of Investor Relations, Edison Partners
Jillian Hazelton, Head of Marketing & Communications, Bregal Investments
Kathryn Kantarian,Principal, Investor Relations, Freedom 3 Capital
Charlotte Morse, Managing Director, Head of Investor Relations & Marketing, Bridge Investment Group
08:00 - 08:45
Breakfast Meeting C | Invite only VIP
Welcome
09:15 - 09:30
Opening remarks & chair’s welcome
Keynote session
09:30 - 10:15
Keynote: Fireside Chat
Devin Banerjee,
Ernesto Anguilla
Keynote Fireside Chat: A reflection and projection of the role of communications in private markets. Get insights on the challenges inherent to the shifting expectations and demands of private equity and how communication executives must adapt.
Moderator:
Devin Banerjee, Senior Managing Editor, Industry News and Community, LinkedIn
Keynote:
Ernesto Anguilla, Partner, Head of Communications & Public Affairs, Bain Capital
10:15 - 11:05
LP Panel: Walk a mile in an investor's inbox
Tim Flannery
- Hear from actual LPs: What they are looking for and how they choose new managers
- Best practices for communicating with LPs – from the first email to subdocs., make your fund stand out
- What to do when you’re not fundraising – how to build and maintain relationships
- Putting your best foot forward thru your AGM, social media, quarterly reports and more
Moderator:
Tim Flannery, CEO and Co-Founder, Passthrough
Networking
11:05 - 11:35
Networking break
Breakout sessions
11:35 - 12:25
Diversify your funding base: sovereign and global family offices and institutional investors
Andrew J. Campbell,
Karen Derr Gilbert
- Understand which pools of capital are best suited for your strategy and firm
- Navigate challenges as you address regional expectations and regulations
- Vet and manage outside counsel and placement agents
- Identify and conform to nuanced cultural norms
Panelists:
Dominique Ahumada, Head of Capital Partnerships, Lead Edge Capital
Andrew Campbell, Partner, DC Capital Partners
Karen Derr Gilbert, Partner, FTV Capital
Brendan Gover, Vice President, Investor Relations, Slate Asset Management
11:35 - 12:25
Investor Engagement: Leverage technology to prospect and attract new investors
Radhika Iyer,
Soo Song
- CRM best practices to manage investor relationships
- Using social media platforms to build brands and engage with investors
- Digital strategies that drive lead generation
- Identify what data is most relevant
Panelists:
Radhika Iyer, Managing Director, Head of Marketing, Energy Impact Partners
Amon Johnson, Managing Director, Star Mountain Capital
Meghan Munchoff, Managing Director, Head of Investor Relations, 400 Capital Management
Soo Song, Head of Marketing, WiL (World Innovation Lab)
Networking
12:25 - 13:25
Networking luncheon
Think tank sessions | Our think tanks are GP ONLY gatherings. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
13:25 - 14:15
Think tank A: Small-midsize firms (1-4 team members)
- What are the most valuable skillsets and competencies of someone in your role
- Discuss strategies to build lean teams
- Garner allies and collaborate in your firm
- Explore prioritization drivers
- Define and attain your target employee
Facilitator:
Ken MacFadyen, Director, Marketing & Communications, Audax Group
13:25 - 14:15
Think tank B: Midsize-large firms (5+ team members)
Morgan Schmit-Sobeck
- Determine whether to use external agents or keep it in house
- Provide career path develop staff’s professional growth accordingly
- Balance team with professionals with disparate backgrounds and skills
- How do you define investor coverage and allocate responsibilities across the team
Facilitator:
Morgan Schmit-Sobeck, Principal, Investor Relations, Clayton, Dubilier and Rice
13:25 - 14:15
Think tank C: Thought Leadership: Service Providers
- What works and doesn’t work for positioning your company or yourself as a thought leader
- Recruit top talent
- Meet client needs with the two-way communication between external facing and internal facing functions
Networking
14:15 - 14:45
Networking break
Breakout sessions
14:45 - 15:35
Determine the narrative for your story
Andrea Chrysanthou,
Katja Gagen,
Annis Steiner
- Convey a unique story
- Create a consistent and transparent message
- Discuss marketing as a critical facet of business development
- Leverage emotion to draw interest and other clickbait-worthy tips
- Educate to engage through content across mediums
Panelists:
Andrea Chrysanthou, Vice President, TAS
Katja Gagen, Operating Partner – Marketing & Communication, Playground Global
Annis Steiner, Principal, Marketing and Communications, FTV Capital
14:45 - 15:35
Work smarter: AI’s opportunities, risks and and challenges
Oren Michaely,
Charlotte Shropshire,
Susan Stella
- Reporting and other use cases
- Survey the market landscape to identify risk and opportunity
- Identify LP questions/concerns and generate strategic responses
Panelists:
Oren Michaely, Director of AI, Motive Partners
Charlotte Shropshire, Head of Investor Relations, Menlo Ventures
Susan Stella, Head of Investor Relations and Impact, Activate Capital
Breakout sessions
15:35 - 16:25
Media and public relations and you
- The value of media relationships in a crisis and maintain relationships
- Proactive tactics for building media relationships
- Preparations for firm to handle crises
15:35 - 16:25
Investor Engagement: Make impactful first impressions
Michelle Daubar,
Drew Fox
- Key areas for standing out and thriving in this digital era
- Differentiating yourself through your story and data
- Brand road mapping, website development, digital marketing, and data visualization
Panelists:
Michelle Daubar, Partner Investor Relations and Communications, Oaktree HC/FT
Drew Fox, Head of Investor Relations & Fundraising, North America, 17Capital
Jodi Rubenstein, Managing Director, Investor Relations, GTCR
Breakout sessions
16:25 - 17:15
Firm up your LP base: Trends in fund terms
Rebeca Ehrnrooth,
Ryan Hughes,
Allan Petersen
- Align interests through terms
- Impact of the Private Fund Advisor Rules on preferential treatment
- Get the economics of co-invests right
- Discuss examples of side letter agreements
Panelists:
Rebeca Ehrnrooth, Managing Director, Head of Investor Network, Equilibrium
Ryan Hughes, Head of Investor Relations, Stellus Capital
Allan Petersen, Managing Director, Investor Relations, Nautic Partners
16:25 - 17:15
Investor Engagement: Create data visualizations that resonate with new LPs
- Determine what data matters based on relevance and value to different investor types
- Explore tools and techniques to collect and analyze
- Discuss what formats work best in difference channels
- Consider future possibilities/roles of AI
- Maintain compliance with the SEC Marketing rule?
Reception
17:15 - 18:15
Cocktail reception
Agenda
Day 2 - Thursday 11th
Continental breakfast
08:00 - 09:00
Continental breakfast
Pre-conference breakfast meetings | These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelist and audience members.
08:00 - 08:45
Breakfast Meeting A | Win allies and collaborate internally across your organization
Tess Sprechman,
Benjamin W. Thorndike
- Tips for treating internal partners as clients
- Convey imperatives and get in step with to C-level, legal, compliance and other teams
- Collaboration is a two-way street- get and use input/feedback
- Consider all stakeholders’ interests when taking on a project
Panelists:
Catherine Coleman, Head of Investor Relations, WindRose Health Investors
Carla Grace, Investor Relations and Due Diligence, Hines
Tess Sprechman, Head of Investor Relations, AE Industrial Partners
Benjamin Thorndike, Managing Director, Head of Infrastructure Investor Relations, Manulife Investment Management
08:00 - 08:45
Breakfast Meeting B (Invite-only VIP) | Investor Relations: Replicate fundraising best practices
Lindsay Grider,
Richard Lichter,
Richard Maass
- Fundraising is more challenging today than in recent years, learn from veterans of capital formation what’s working and how they are adapting
- Setting realistic fundraising targets and managing expectation of internal stakeholders
- Always be closing – strategies for an effective close
Panelists:
Lindsay Grider, Global Head of Fundraising & Investor Relations, Levine Leichtman Capital Partners
Richard Lichter, Vice Chair and Founder, Newbury Partners – Bridge
Rich Maass, Managing Director, Investor Relations, Searchlight Capital Partners
Monica Vitoria, Partner, Head of Investor Relations, Stripes
08:00 - 08:45
Breakfast Meeting C | A democratic revolution? Find success in retail and HNW channels
Chelsea Dodge,
Jacob Shulman
- Is your firm and fund well suited for individual investors
- Tailoring a fund and fund raising strategy to this segment
- Meet the new gatekeepers and understand the economics of platforms
- The importance of education
Panelists:
Chelsea Dodge, Head of Investor Relations, Fin Capital
Lindsey Swanson, Head of Investor Relations, BBH Capital Partners
Anar Shah, Head of Investor Relations, Lionstone Investments
Jacob Shulman, Director of Investor Relations, Oak Hill Capital
Think tank sessions | Our think tanks are GP ONLY gatherings. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
08:45 - 09:35
Investor Relations: Building strategic partnerships with LPs
July Hugen
- What does a strategic partner entail
- Make LP and GP partnerships mutually beneficial
Facilitator:
July Hugen, Head of Investor Relations, TT Capital Partners
08:45 - 09:35
Communicating with LPs in times of stress
Kathryn Pothier
- How IR execs can prepare for conversations around negative news with LPs
- Manage media and headline risk
- Forge partnership mentalities that endure times of stress
- Explore the limits of zoom/digital communication
Facilitator:
Kathryn Pothier, Partner, Head of Investor Relations, Epiris
08:45 - 09:35
Consultant Relations
- Best practices when engaging with investment consultants
- Whan to hire a dedicated consultant-relations professional
- Navigate the organization, (e.g., when to engage the research team, field consultants and end clients)
Networking break
09:35 - 10:05
Networking break
Plenary sessions
10:05 - 10:50
Keynote fireside chat: A conversation with investor relations and communications leaders on how they are reaching investors
Mary Armstrong
Keynotes:
Mary Armstrong, Managing Director, Global Head of Marketing & Communications, General Atlantic
Jeffrey Kauth, Managing Director, Global Public Affairs, Blackstone
Mary Armstrong
Managing Director, Global Head of Marketing & Communications, General Atlantic
Read bio
10:50 - 11:35
Integrate technology for a more efficient organization
Greg Kaufmann
- Discover the latest technologies for effective fundraising campaigns
- Identify pre-requisites to integrating technology
- Discuss the dos and don’ts when integrating technology
- Use technology to deal with rise of mandatory reporting requirements
Panelists:
Greg Kaufmann, Director, Gridline
11:35 - 12:20
Host must-attend AGMs
Colin Hannaway,
Joanna Weiss,
Ana Yoerg
- Determine AGM objectives and align format and content
- Find the right balance of passive and interactive programming
- Debate merits and drawbacks of hybrid and virtual formats
- Post-AGM surveys that you can use
- Goals and methods of following up with participants
- What new technologies do you deploy at your annual meetings?
- Follow up for maximum impact
Panelists:
Dana Goldstein, Managing Director, Head of Investor Relations, Anthos Capital
Colin Hannaway, Managing Director, H.I.G. Capital
Joanna Weiss, Director Investor Relations, Trispan
Ana Yoerg, Vice President, Marketing, At One Ventures
Investor Engagement: Carousel (i.e. Roundtable/Think Tank hybrid) | Following our popular roundtable format, tables will share best practices in two areas. Each table will report back to the whole group the key practices in one category. Carousels are GP-ONLY gatherings.
12:20 - 13:20
Investor Engagement: Carousel
Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
These table-based discussions emphasize quality over quantity by facilitating small-group discussions.
Fortify integrity and consistency of your brand
Leverage social media platforms to cultivate new investor relationships
Luncheon & end of conference
13:20 - 14:20
Luncheon
14:20 - 14:20
End of conference
Make essential connections
Be a part of the largest gathering of investor relations, marketing, and communications leaders in the industry. Over two days you’ll build up your book of contacts while discussing solutions to shared challenges with this expansive community.
Last year, IR and marketing specialists from 100+ firms discussed the most effective strategies for reaching and exceeding their fundraising goals.
Sessions promoting collaboration
Breakfast meetings and think tanks
Cover critical issues and exchange solutions on curated topics with your peers at our breakfast meetings and GP-only think tanks.
Networking breaks
Catch up with your peers to build your network and discuss session takeaways during the many designated networking breaks.
Carousel session
New for 2024! Following our popular roundtable format, the carousel session has two tables sharing best practices in different areas. Each table will then report their findings back to the wider group.
Participants at a glance
“This event is wonderful for networking with professionals who have similar roles doing a mix of investor relations, business development, marketing and communications.
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Kate Gallego, Operations Manager, CIVC Partners
“The event was well organized and a good combination of some high level, interesting speakers and great networking opportunities amongst the companies attending. I really enjoyed the time to connect with my peers
“
Tracie Kelly, Director of Marketing, Excellere Partners