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.

Book now to save $100+

Book now

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

View all speakers
View all speakers

2024 attendees include:

Abbott Capital Management
Anthos Capital
Bain Capital
Charlesbank Capital Partners
Fin Capital
Fundamental Advisors
General Atlantic
Incline Equity Partners
JP Morgan Asset Management
Lionstone Investments
Nautic Partners
Playground Ventures
Ridgemont Equity Partners
Searchlight Capital Partners
Star Mountain Capital
Tailwater Capital
The Sterling Group
UBS AG
Warburg Pincus
ZMC

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…

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 about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.

2024 Sponsors

Supporting Association

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:

  • Bain Capital
  • Blackstone
  • Clayton, Dubilier and Rice
  • General Atlantic
  • And more…

2024 speakers

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

Dominique Ahumada

Head of Capital Partnerships, Lead Edge Capital

Brian Anderson

Senior Conference Producer, Private Equity International

Ernesto Anguilla

Partner, Head of Communications & Public Affairs, Bain Capital

Mary Armstrong

Managing Director, Global Head of Marketing & Communications, General Atlantic

Rush Baker

Partner, Head of Investor Relations, Edison Partners

Devin Banerjee

Sr. Managing Editor, Industry News & Community, LinkedIn

Rich Beecher

Managing Director, Head of Investor Relations, Fundamental Advisors

Dominic Borrasch

Portfolio Manager, Private Equity, AustralianSuper

Andrew J. Campbell

Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC

Kelsey Clute

Vice President of Investor Relations, Arlington Capital Partners

Jack Cohen

VP Content and Engagement, General Catalyst

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Karen Derr Gilbert

Partner, FTV Capital

Chelsea Dodge

Director of Investor Relations, Fin Capital

Chris Donahoe

Executive Vice President, Head of AI Strategy, Edelman Smithfield

Rebeca Ehrnrooth

Managing Director, Head of Investor Network, Equilibrium

Tim Flannery

Co-founder and CEO, Passthrough

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Drew Fox

Managing Director, Investor Relations & Fundraising, NA, 17Capital

Katja Gagen

Operating Partner, Marketing and Communications, Playground Global

Dana Goldstein

Managing Director, Head of Investor Relations, Anthos Capital

Nicola Goll

Portfolio Manager, Head Multi-Managers Private Equity Americas, UBS Asset Management

Brendan Gover

Vice President, Investor Relations, Slate Asset Management

Carla Grace

Managing Director, Due Diligence and Investor Relations, Hines

Sarah Grenon

Head of Marketing, North America,s Impax Asset Management

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

Colin Hannaway

Managing Director, H.I.G. Capital

Andrew Harris

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

Jillian Hazelton

Head of Marketing and Communications, Bregal Investments

Samantha Hewitt

Director, Investor Relations, Abbott Capital Management, LLC

Michael Hong, Davis Polk

Michael Hong

Partner, Davis Polk

Cara Hubbard

Investment Director, Wellington Management

July Hugen

Head of Investor Relations, TT Capital Partners

Ryan Hughes

Head of Investor Relations, Stellus Capital Management

Amon Johnson

Managing Director, Star Mountain Capital

Kathryn Kantarian

Principal, Investor Relations, Freedom 3 Capital

Greg Kaufmann

Director, Investor Solutions, Gridline

Jeffrey Kauth

Managing Director, Corporate Affairs, Blackstone

Erin Kitchell

Partner and Head of Investor Relations, Goodwater

Hye Kyung (HK) Lee

Chief Strategy Officer, InvestorFlow

Richard Lichter

Vice Chair and Founder, Newbury Partners - Bridge

Richard Maass

Principal, Investor Relations, Searchlight Capital Partners

Ken MacFadyen

Director, Marketing & Communications, Audax Group

Allen Mask

Partner, WestCap; Head of CōLab

Eliza McGrath

Principal, Head of Investor Relations

Oren Michaely

Director of Artificial Intelligence, Motive Partners

Cristina Moldovan

Managing Director, Summit Rock Advisors

Sora Monachino

Principal, Head of Investor Relations, Victory Park Capital Advisors, LLC

Charlotte Morse

Managing Director, Head of Investor Relations & Marketing, Bridge Investment Group

Meghan Munchoff

Managing Director, Head of Investor Relations, 400 Capital Management

Drake Paulson

VP of Customer Success and Partnerships, Anduin

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

Britney Potapchuk

Vice President, Head of Marketing Compliance, HarborVest Partners

Kathryn Pothier

Investor Relations Partner, Epiris LLP

Tim Quinn

Executive Vice President, Edelman Smithfield

Lindsay Rosenstein

Principal and Head of ESG, Crestview Partners

Jodi Rubenstein

Managing Director, GTCR

Zach Russo

Creative Director, Osmosis

Morgan Schmit-Sobeck

Principal, Investor Relations, Clayton, Dubilier & Rice

Anar Shah

Vice President, Head of Investor Relations

Charlotte Shropshire

Head of Investor Relations, Menlo Ventures

Jacob Shulman

Director of Investor Relations & Marketing, Oak Hill Capital

Soo Song

Head of Marketing, WiL (World Innovation Lab)

Steven Spencer

Partner, Chief Legal Officer and Chief Compliance Officer, Siris Capital Group, LLC

Tess Sprechman

Head of Investor Relations, AE Industrial Partners

Annis Steiner

Principal, Marketing & Communications, FTV Capital

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Dan Sullivan

Client Partnerships - North America, DiligenceVault

Benjamin W. Thorndike

Head of Infrastructure Investor Relations, Manulife Investment Management

Andrew Tirbeni

Managing Director, Client Relations and Capital Raising, EQT Group

Louise Verga

Managing Director, Dasseti

Monica Vitoria

Partner, Head of Investor Relations, Stripes

Kate Watts

CEO, Long Dash

Joanna Weiss

Director, Investor Relations, TriSpan

Sonja Weiss

Associate Vice President, Investor Relations, Instar Asset Management

Kristin Williamson

Head of Corporate Marketing & Communications, Hamilton Lane

Ana Yoerg

VP Marketing, At One Ventures

2024 advisory board

Karen Bommart

Head of Investor Relations, Battery Ventures

Nancy Katz

Senior Director, Costanoa Ventures

Amrita Mainthia

VP, Investor Relations, General Catalyst

Michelle Noyes

Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)

Sarah Tomolonius

Partner, Head of Investor Relations, M13

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.

Download the 2023 attendee list

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

Abbott Capital Management
Accel-KKR
Adams Street Partners
Advent International
AE Industrial Partners
AEA Investors
AEW Capital Management
AltamarCAM
American Family Ventures
American Securities
Ares Management
Aurora Capital Partners
B Capital Group
Banner Real Estate Group
BentallGreenOak
Blackstone
Blue Owl Capital
Bluewater Energy
Brightstar Capital Partners
Bruckmann, Rosser, Sherrill and Co
Campbell Lutyens
Castlelake
Centerbridge Partners
Charlesbank
Churchill Asset Management
CIVC Partners
Clairvest
Clarendon Capital
Clearview Capital
Court Square Capital
Crow Holdings
Dawn Capital
Federated Hermes
General Atlantic
General Catalyst
Grubb Properties
Hamilton Lane
HCI Equity Partners
Hines
Humphreys Capital
Inari
Incline Equity Partners
Insight Equity
Kayne Anderson Capital Advisors
Kimmeridge
Kirkland & Ellis
KPS Capital Partners
Kraken Capital
LaSalle Investment Management
Leonard Green & Partners
Lexington Avenue Capital Management
Lexington Partners
Lime Rock Partners
LinkedIn
Linse Capital
Lloyd Jones
LLR Partners
M13
MiddleGround Capital
Nautic Partners
Neuberger Berman
Newlight Partners
Newspring Capital
North Peak Capital
Oak HC/FT
Oaktree Capital Management
Osage University Partners
Paine Schwartz
PPM America
Science Inc.
SeaTown Holdings
Serent Capital
Silver Lake
Solum Partners
Star Mountain Capital
StepStone Group
Sterling Group
Summit Park
Thomas H. Lee Partners
Tidemark
Trilantic North America
Trive Capital
Trivest Partners
TPZ Group
Warburg Pincus
Warren Equity Partners
ZMC

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

Convene
117 W 46th St
New York, NY 10036

We’ve reserved a room block for attendees at The Muse Hotel which is across the street from Convene. Use the link below to secure a hotel reservation.

Reserve a room

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 globally with retail and HNW channels
  • Attract new investors by leveraging technology
  • Manage strategies for telling your story to different investor types
  • Strengthen your internal collaboration skills for maximum impact

Download the agenda

Day 1 Day 2
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

Jack Cohen, Kelsey Clute, Sarah Grenon, Samantha Hewitt, Kristin Williamson
  • Get the organization on board
  • How to tailor stories for
    • 1) prospects 2) clients 3) the public
    • Investor types
  • Action planning (sequence)
  • Budget for brand
  • Evaluate outcomes and KPIs to measure efficacy

Moderator:
Jack Cohen
, Vice President of Content & Engagement, General Catalyst

Panelists:
Kelsey Clute
, VP Investor Relations, Arlington Capital Partners
Kristin Williamson, Head of Corporate Marketing & Communications, Hamilton Lane
Samantha Hewitt, Director, Investor Relations, Abbott Capital Management
Sarah Grenon, Head of Marketing, North America, Impax Asset Management

A speaker photo for Jack Cohen

Jack Cohen

VP Content and Engagement, General Catalyst

Read bio
A speaker photo for Kelsey Clute

Kelsey Clute

Vice President of Investor Relations, Arlington Capital Partners

Read bio
A speaker photo for Sarah Grenon

Sarah Grenon

Head of Marketing, North America,s Impax Asset Management

Read bio
A speaker photo for Samantha Hewitt

Samantha Hewitt

Director, Investor Relations, Abbott Capital Management, LLC

Read bio
A speaker photo for Kristin Williamson

Kristin Williamson

Head of Corporate Marketing & Communications, Hamilton Lane

Read bio
08:00 - 08:45

Breakfast Meeting B | Investor Engagement: Manage strategies for telling your story to multiple investor types

Zach Russo, Rush Baker, Jillian Hazelton, Kathryn Kantarian, Charlotte Morse
  • 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

Moderator:
Zach Russo, Creative Director, rf Studio53

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

A speaker photo for Zach Russo

Zach Russo

Creative Director, Osmosis

Read bio
A speaker photo for Rush Baker

Rush Baker

Partner, Head of Investor Relations, Edison Partners

Read bio
A speaker photo for Jillian Hazelton

Jillian Hazelton

Head of Marketing and Communications, Bregal Investments

Read bio
A speaker photo for Kathryn  Kantarian

Kathryn Kantarian

Principal, Investor Relations, Freedom 3 Capital

Read bio
A speaker photo for Charlotte Morse

Charlotte Morse

Managing Director, Head of Investor Relations & Marketing, Bridge Investment Group

Read bio
08:00 - 08:45

Breakfast Meeting C | Invite only VIP

Tim Quinn, Allen Mask
  • Delivering on the promise of value creation to LPs and portfolio companies
  • Investing in creative services as a point of differentiation
  • Navigating today’s marketing challenges and trends with your portfolio companies

Moderator:
Tim Quinn, Executive Vice President, Edelman Smithfield

Panelist:
Allen Mask
, Partner, WestCap; Head of CōLab

A speaker photo for Tim Quinn

Tim Quinn

Executive Vice President, Edelman Smithfield

Read bio
A speaker photo for Allen Mask

Allen Mask

Partner, WestCap; Head of CōLab

Read bio
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

A speaker photo for Devin Banerjee

Devin Banerjee

Sr. Managing Editor, Industry News & Community, LinkedIn

Read bio
A speaker photo for Ernesto Anguilla

Ernesto Anguilla

Partner, Head of Communications & Public Affairs, Bain Capital

Read bio
10:15 - 11:05

LP Panel: Walk a mile in an investor's inbox

Tim Flannery, Dominic Borrasch, Nicola Goll, Eric Newman
  • 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

Panelists:
Dominic Borrasch,
Portfolio Manager, Private Equity, AustralianSuper
Nicola Goll,
Portfolio Manager, Head Multi-Managers Private Equity Americas, UBS Asset Management
Cristina Moldovan,
Managing Director, Summit Rock Advisors
Eric Newman, Accountant, Treasury Manager and Trustee, City of Stamford

A speaker photo for Tim Flannery

Tim Flannery

Co-founder and CEO, Passthrough

Read bio
A speaker photo for Dominic Borrasch

Dominic Borrasch

Portfolio Manager, Private Equity, AustralianSuper

Read bio
A speaker photo for Nicola Goll

Nicola Goll

Portfolio Manager, Head Multi-Managers Private Equity Americas, UBS Asset Management

Read bio
A speaker photo for Eric  Newman

Eric Newman

Treasury Manager, City of Stamford

Read bio
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

Dominique Ahumada, Andrew J. Campbell, Brendan Gover
  • 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
Brendan Gover, Vice President, Investor Relations, Slate Asset Management
Lindsey King,
Partner and Head of Investor Relations, Crestview Partners

A speaker photo for Dominique Ahumada

Dominique Ahumada

Head of Capital Partnerships, Lead Edge Capital

Read bio
A speaker photo for Andrew J. Campbell

Andrew J. Campbell

Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC

Read bio
A speaker photo for Brendan  Gover

Brendan Gover

Vice President, Investor Relations, Slate Asset Management

Read bio
11:35 - 12:25

Investor Engagement: Leverage technology to prospect and attract new investors

Meghan Munchoff, John Polis, 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:
Meghan Munchoff, Managing Director, Head of Investor Relations, 400 Capital Management
John Polis,
COO and CTO, Star Mountain Capital
Soo Song, Head of Marketing, WiL (World Innovation Lab)

A speaker photo for Meghan Munchoff

Meghan Munchoff

Managing Director, Head of Investor Relations, 400 Capital Management

Read bio
A speaker photo for John  Polis

John Polis

COO and CTO

Read bio
A speaker photo for Soo Song

Soo Song

Head of Marketing, WiL (World Innovation Lab)

Read bio
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)

Ken MacFadyen
  • 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

A speaker photo for Ken MacFadyen

Ken MacFadyen

Director, Marketing & Communications, Audax Group

Read bio
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

A speaker photo for Morgan Schmit-Sobeck

Morgan Schmit-Sobeck

Principal, Investor Relations, Clayton, Dubilier & Rice

Read bio
13:25 - 14:15

Think tank C: Thought Leadership: Service Providers

Dan Sullivan
  • 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

Moderator:
Dan Sullivan, Sales Executive, Diligence Vault

A speaker photo for Dan Sullivan

Dan Sullivan

Client Partnerships - North America, DiligenceVault

Read bio
Networking
14:15 - 14:45

Networking break

Breakout sessions
14:45 - 15:35

Determine the narrative for your story

Kate Watts, Katja Gagen, Annis Steiner, Eliza McGrath
  • 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

Moderator:
Kate Watts
, CEO, Long Dash

Panelists:
Nadine Cannata, Managing Director, Marketing, Northleaf Capital Partners
Katja Gagen
, Operating Partner – Marketing & Communication, Playground Global
Annis Steiner, Principal, Marketing and Communications, FTV Capital
Eliza McGrath,
Principal, Head of Investor Relations, Hastings Equity Partners

A speaker photo for Kate Watts

Kate Watts

CEO, Long Dash

Read bio
A speaker photo for Katja Gagen

Katja Gagen

Operating Partner, Marketing and Communications, Playground Global

Read bio
A speaker photo for Annis  Steiner

Annis Steiner

Principal, Marketing & Communications, FTV Capital

Read bio
A speaker photo for Eliza McGrath

Eliza McGrath

Principal, Head of Investor Relations

Read bio
14:45 - 15:35

Work smarter: AI’s opportunities, risks and and challenges

Chris Donahoe, Oren Michaely, Charlotte Shropshire
  • Reporting and other use cases
  • Survey the market landscape to identify risk and opportunity
  • Identify LP questions/concerns and generate strategic responses

Moderator:
Chris Donahoe,
Head of AI Strategy, Edelman Smithfield

Panelists:
Rebecca Chia,
Head of Business Development and Investor Relations, Atalaya Capital Management
John Fitzpatrick,
Senior Managing Director, Chief Technology Officer, Blackstone
Oren Michaely, Director of AI, Motive Partners
Charlotte Shropshire, Head of Investor Relations, Menlo Ventures

 

A speaker photo for Chris Donahoe

Chris Donahoe

Executive Vice President, Head of AI Strategy, Edelman Smithfield

Read bio
A speaker photo for Oren Michaely

Oren Michaely

Director of Artificial Intelligence, Motive Partners

Read bio
A speaker photo for Charlotte Shropshire

Charlotte Shropshire

Head of Investor Relations, Menlo Ventures

Read bio
Breakout sessions
15:35 - 16:25

Enhance and protect your firm’s brand and reputation

  • Use social media to your advantage
  • Do’s and don’ts for working with the media
  • Crisis management and messaging
  • Counter potential backlash against ESG and DEI
15:35 - 16:25

Investor Engagement: Make impactful first impressions

Michelle Daubar, Drew Fox, Erin Kitchell, Jodi Rubenstein
  • 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, Oak HC/FT
Drew Fox, Head of Investor Relations & Fundraising, North America, 17Capital
Erin Kitchell,
Partner, Head of Investor Relations, Goodwater Capital
Jodi Rubenstein,
Managing Director, Investor Relations, GTCR

A speaker photo for Michelle Daubar

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Read bio
A speaker photo for Drew Fox

Drew Fox

Managing Director, Investor Relations & Fundraising, NA, 17Capital

Read bio
A speaker photo for Erin Kitchell

Erin Kitchell

Partner and Head of Investor Relations, Goodwater

Read bio
A speaker photo for Jodi Rubenstein

Jodi Rubenstein

Managing Director, GTCR

Read bio
Breakout sessions
16:25 - 17:15

Firm up your LP base: Trends in fund terms

Michael Hong, Rebeca Ehrnrooth, Ryan Hughes, Allan Petersen, Steven Spencer
  • Align interests through terms
  • Impact of the Private Fund Advisor Rule on preferential treatment
  • Get the economics of co-invests right
  • Discuss examples of side letter agreements

Moderator:
Michael Hong, Partner, Davis Polk & Wardwell

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
Steven Spencer,
Chief Legal Officer and Chief Compliance Officer, Siris Capital Group

Michael Hong, Davis Polk

Michael Hong

Partner, Davis Polk

Read bio
A speaker photo for Rebeca Ehrnrooth

Rebeca Ehrnrooth

Managing Director, Head of Investor Network, Equilibrium

Read bio
A speaker photo for Ryan Hughes

Ryan Hughes

Head of Investor Relations, Stellus Capital Management

Read bio
A speaker photo for  Allan Petersen

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

Read bio
A speaker photo for Steven  Spencer

Steven Spencer

Partner, Chief Legal Officer and Chief Compliance Officer, Siris Capital Group, LLC

Read bio
16:25 - 17:15

Investor Engagement: Create content that resonates with new LPs

Rich Beecher, Andrew Harris, Britney Potapchuk , Louise Verga
  • Discuss data LPs want and the data that is most valuable 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
  • Comply with the SEC’s marketing rule

Panelists:
Rich Beecher,
Managing Director, Head of Investor Relations, Fundamental Advisors
Andrew Harris,
Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners
Britney Potapchuk,
Vice President, Head of Marketing Compliance, HarbourVest Partners
Peter Rosenstein
, Chief Product Officer, Gen II
Louise Verga, Managing Director, Head of Americas, Dasseti

 

A speaker photo for Rich Beecher

Rich Beecher

Managing Director, Head of Investor Relations, Fundamental Advisors

Read bio
A speaker photo for Andrew  Harris

Andrew Harris

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

Read bio
A speaker photo for Britney Potapchuk

Britney Potapchuk

Vice President, Head of Marketing Compliance, HarborVest Partners

Read bio
A speaker photo for Louise Verga

Louise Verga

Managing Director, Dasseti

Read bio
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

Carla Grace, 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

Moderator:
Antonia Schwartz, Head of Investor Relations, Lotus Infrastructure Partners

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

A speaker photo for Carla Grace

Carla Grace

Managing Director, Due Diligence and Investor Relations, Hines

Read bio
A speaker photo for Tess Sprechman

Tess Sprechman

Head of Investor Relations, AE Industrial Partners

Read bio
A speaker photo for Benjamin W.  Thorndike

Benjamin W. Thorndike

Head of Infrastructure Investor Relations, Manulife Investment Management

Read bio
08:00 - 08:45

Breakfast Meeting B (Invite-only VIP) | Investor Relations: Replicate fundraising best practices

Hye Kyung (HK) Lee, Lindsay Grider, Richard Lichter, Richard Maass, Monica Vitoria
  • 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

Moderator:
Hye Kyung (HK) Lee, Chief Strategy Officer, InvestorFlow

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

A speaker photo for Hye Kyung (HK) Lee

Hye Kyung (HK) Lee

Chief Strategy Officer, InvestorFlow

Read bio
A speaker photo for Lindsay Grider

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

Read bio
A speaker photo for Richard Lichter

Richard Lichter

Vice Chair and Founder, Newbury Partners - Bridge

Read bio
A speaker photo for Richard Maass

Richard Maass

Principal, Investor Relations, Searchlight Capital Partners

Read bio
A speaker photo for Monica Vitoria

Monica Vitoria

Partner, Head of Investor Relations, Stripes

Read bio
08:00 - 08:45

Breakfast Meeting C | A democratic revolution? Find success in retail and HNW channels

Chelsea Dodge, Jacob Shulman, Anar Shah, Cara Hubbard
  • 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
Cara Hubbard,
Managing Director, Wellington Management
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

A speaker photo for Chelsea Dodge

Chelsea Dodge

Director of Investor Relations, Fin Capital

Read bio
A speaker photo for Jacob Shulman

Jacob Shulman

Director of Investor Relations & Marketing, Oak Hill Capital

Read bio
A speaker photo for Anar Shah

Anar Shah

Vice President, Head of Investor Relations

Read bio
A speaker photo for Cara Hubbard

Cara Hubbard

Investment Director, Wellington Management

Read bio
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

Think tank A: 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

A speaker photo for July Hugen

July Hugen

Head of Investor Relations, TT Capital Partners

Read bio
08:45 - 09:35

Think tank B: 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

A speaker photo for Kathryn Pothier

Kathryn Pothier

Investor Relations Partner, Epiris LLP

Read bio
08:45 - 09:35

Think tank C: Consultant Relations

Sora Monachino
  • 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)

Facilitator:
Sora Monachino, Principal, Head of Investor Relations, Victory Park Capital Advisors 

A speaker photo for Sora Monachino

Sora Monachino

Principal, Head of Investor Relations, Victory Park Capital Advisors, LLC

Read bio
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 Kathleen (MK) Flynn, Mary Armstrong, Jeffrey Kauth, Andrew Tirbeni

A conversation with investor relations and communications leaders on how they are reaching investors

Moderator
Mary Kate (MK) Flynn
, Editor-in-Chief, PE Hub & PE Hub Europe

Keynotes:
Mary Armstrong
, Managing Director, Global Head of Marketing & Communications, General Atlantic
Jeffrey Kauth,
Managing Director, Global Public Affairs, Blackstone
Andrew Tirbeni,
Managing Director, Client Relations and Capital Raising, EQT Group

A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Read bio
A speaker photo for Mary  Armstrong

Mary Armstrong

Managing Director, Global Head of Marketing & Communications, General Atlantic

Read bio
A speaker photo for Jeffrey Kauth

Jeffrey Kauth

Managing Director, Corporate Affairs, Blackstone

Read bio
A speaker photo for Andrew Tirbeni

Andrew Tirbeni

Vice President Fundraising, West Coast Distribution, TPG Global

Read bio
10:50 - 11:35

Integrate technology for a more efficient organization

Greg Kaufmann, Susan Stella, Sonja Weiss, Dan Sullivan, Drake Paulson
  • 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

Moderator:
Greg Kaufmann, Director, Gridline

Panelists:
Susan Stella,
Head of Investor Relations and Impact, Activate Capital
Dan Sullivan
, Sales Executive for the Americas, DiligenceVault
Drake Paulson, VP of Customer Success and Partnerships, Anduin
Sonja Weiss, Manager, Investor Relations, Instar Asset Management

 

 

A speaker photo for Greg Kaufmann

Greg Kaufmann

Director, Investor Solutions, Gridline

Read bio
A speaker photo for Susan  Stella

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Read bio
A speaker photo for Sonja Weiss

Sonja Weiss

Associate Vice President, Investor Relations, Instar Asset Management

Read bio
A speaker photo for Dan Sullivan

Dan Sullivan

Client Partnerships - North America, DiligenceVault

Read bio
A speaker photo for Drake  Paulson

Drake Paulson

VP of Customer Success and Partnerships, Anduin

Read bio
11:35 - 12:20

Host must-attend AGMs

Mary E. Adams, CMP, Dana Goldstein, Colin Hannaway, Zach Russo, 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
  • Goals and methods of following up with participants
  • What new technologies do you deploy at your annual meetings?

Moderator:
Mary Adams
, CMP, Founder & CEO, Avivant Partners

Panelists:
Dana Goldstein, Managing Director, Head of Investor Relations, Anthos Capital
Colin Hannaway, Managing Director, H.I.G. Capital
Zach Russo,
Creative Director, rf Studio53
Joanna Weiss, Director Investor Relations, Trispan
Ana Yoerg, Vice President, Marketing, At One Ventures

A speaker photo for Mary E. Adams, CMP

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

Read bio
A speaker photo for Dana Goldstein

Dana Goldstein

Managing Director, Head of Investor Relations, Anthos Capital

Read bio
A speaker photo for Colin Hannaway

Colin Hannaway

Managing Director, H.I.G. Capital

Read bio
A speaker photo for Zach Russo

Zach Russo

Creative Director, Osmosis

Read bio
A speaker photo for Joanna Weiss

Joanna Weiss

Director, Investor Relations, TriSpan

Read bio
A speaker photo for Ana Yoerg

Ana Yoerg

VP Marketing, At One Ventures

Read bio
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 - 13:30

Investor Engagement: Carousel

Brian Anderson

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. 

The Carousel is a GP-ONLY gathering.

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. All tables will discuss the two topics below

Investor Engagement
Fortify integrity and consistency of your brand
Leverage social media platforms to cultivate new investor relationships

Facilitator:
Brian Anderson, Senior Conference Producer, Private Equity International

A speaker photo for Brian Anderson

Brian Anderson

Senior Conference Producer, Private Equity International

Read bio
Luncheon & end of conference
13:30 - 14:30

Luncheon

14:30 - 14:30

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.

See the list of 100+  attending firms

Sessions promoting collaboration

think tank

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 break

Networking breaks

Catch up with your peers to build your network and discuss session takeaways during the many designated networking breaks.

IRNY networking

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.

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

2023 attendees included:

Accel-KKR
B Capital Group
Castlelake
Dawn Capital
General Atlantic
Kayne Anderson Capital Advisors
Lime Rock Partners
Solum Partners
Trivest Partners
Warren Equity Partners