International
Investor Relations, Marketing & Communications Forum San Francisco 2022
7 - 8 September 2022,
JW Marriott San Francisco Union Square
Capture more capital. Strengthen your marketing. Advance your communications.
PE and VC investor relations, marketing, and communications professionals have been in a newly chartered territory for more than 2 years. However, even with the streamlining of online meetings and working from home, there is still a dislocation in the IR and communications space for regional and global PE firms.
Industry experts at the Investor Relations, Marketing, and Communications Forum will teach best practices in LP relations, branding, communications, marketing strategies, and more.
Benefits of attending
Differentiate
your firm
The forum’s in-depth sessions are designed to help you formulate effective plans and develop crucial strategies to attract investors.
Learn how to position your firm for growth
Gain invaluable insights on how to position your firm for success through expert panels, roundtable discussions, think tanks, and more.
Expand your network of industry peers
Network with professionals at the forum to form lasting connections and discuss how to strengthen your relationships with investors.
Key event topics
Session topics include:
- Enhancing and communicating your ESG program
- Managing your relationships with existing and prospective investors
- Marketing strategies to drive growth and value within your portfolio companies
- Refreshing your brand and narrative
- Diversity and equity as a business imperative
- The AGM: Powerful ways to engage and update your LPs
- Multi-channel marketing to differentiate your brand
- Investor insight: LP considerations when raising capital
Advisory board
See what attendees are saying about our IR, marketing, and communications event series
Testimonials
The PEI IR, Marketing & Communications Forum is the best event all year to meet colleagues from across the country facing similar issues. It’s a fanta…
This is one of the only events where the industry’s most tenured and experienced marketing and IR professionals are allowed to lower their defenses and sp…
Great to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.
The PEI IR, Marketing & Communications Forum is the best event all year to meet colleagues from across the country facing similar issues. It’s a fantastic networking opportunity and a great way to get a pulse on where the PE/VC industry is headed in terms of IR, marketing, and comms.
This is one of the only events where the industry’s most tenured and experienced marketing and IR professionals are allowed to lower their defenses and speak in an authentic and honest manner. The insights you are afforded when all see themselves as peers and not competitors are truly astonishing.
2022 agenda
For more information regarding the agenda or to inquire about speaking opportunities, please contact Melissa Baer at melissa.b@peimedia.com.
Agenda
Day 1 - Wednesday 7th
Adapting to digital disruption
Integrating ESG in the venture capital space
Opening remarks
Chairperson's remarks
Today’s fundraising landscape and 2023 outlook
Enhancing and communicating your ESG program
Networking break
Keynote
Investor insight: LP considerations when raising capital
Lunch
Track 1: Refreshing your brand and narrative
Track 2: Managing your relationships with existing and prospective investors
Track 3: Marketing strategies to drive growth and value within your portfolio companies
Track 4: Multi-channel marketing to differentiate your brand
Networking break
Collaborating with stakeholders
Top tips for the perfect DDQ
Crafting your story to better your pitch
Press relations: Friend or foe?
Leveraging venture capital to drive innovation
Cocktail reception
Agenda
Day 2 - Thursday 8th
Opening remarks
Keynote
Diversity and equity as a business imperative
Networking break
The AGM: Powerful ways to engage and update your LPs
Successful strategies for a powerful PE story
Closing fireside chat
Closing networking lunch
Leading experts driving the content

Christine Anderson
Global Head of External Relations, Blackstone

Mary Kate Bertke
Managing Director, Head of Investor Relations, Great Hill Partners

Alanna Chaffin
Co-Head, Investor Relations & Communications, OpenGate Capital

Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners

Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners

Gina Lee Peyton
Partner, Capital Formation, Castlelake

Maggie Littlefield Sahlman
Managing Director and Head of Investor Relations, Charlesbank

Laura Manley
Chief Marketing Officer, MetLife Investment Management

John Thompson
Global Communications Director, Actis
2022 Speakers
Have a topic you would like to discuss at the Investor Relations, Marketing & Communications Forum: San Francisco 2022? Please contact Melissa Baer at melissa.b@peimedia.com.
2022 sponsors
The Forum offers a unique opportunity for organizations to raise their profile by meeting with private equity & venture capital investor relations, marketing, and communications professionals.
For exclusive sponsorship packages, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
Pre-Event Resources
Venue
JW Marriott San Francisco Union Square
515 Mason Street
San Francisco, CA 94102
All forum sessions will take place at the JW Marriott San Francisco Union Square.
There is a room block at the hotel for attendees to stay at a discounted rate.* To reserve your room at the hotel, use the link below or call reservations at 1-415-771-8600 and mention PEI’s Investor Relations, Marketing, and Communications Forum.
* The group rate is only available until August 5, 2022
Covid-19 precautions
Will I need to be vaccinated to attend the Investor Relations, Marketing & Communications Forum San Francisco 2022?
Yes. To ensure the safety of all attendees, only individuals who are able to provide proof that they have been fully vaccinated are permitted to enter the event.
Acceptable proof of vaccination includes any of the following:
- CDC vaccination card (physical or digital copy)
- Picture of the card documentation from a healthcare provider
- Personal digital COVID-19 vaccine record issued by the State of California or by an approved private company
Written self-attestation of vaccination status is not an acceptable form of proof for purposes of this requirement. Businesses subject to this new requirement must cross-check proof of full vaccination against each patron’s photo identification.
Will I have to wear a mask at the Forum?
Yes. The state of California has mandated that masks are required in all public areas, except while actively eating and drinking.
Please note the state of California and JW Marriott San Francisco Covid-19 requirements are subject to change. Should any of these updates impact our attendees, additional correspondence will be provided.
Any questions regarding the event and vaccination requirements should be sent directly to customerservices@peimedia.com.
Advisory board

Christine Anderson
Global Head of External Relations, Blackstone

Mary Kate Bertke
Managing Director, Head of Investor Relations, Great Hill Partners

Alanna Chaffin
Co-Head, Investor Relations & Communications, OpenGate Capital

Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners

Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners

Gina Lee Peyton
Partner, Capital Formation, Castlelake

Maggie Littlefield Sahlman
Managing Director and Head of Investor Relations, Charlesbank

Laura Manley
Chief Marketing Officer, MetLife Investment Management

John Thompson
Global Communications Director, Actis
Connect with experts in your field
This September, join us on the West Coast to network with investor relations, marketing, and communications professionals from leading private equity and venture capital firms. Benefit from connecting with the expansive community of industry professionals who will be in attendance throughout the forum.
Take advantage of this must-attend event packed with in-person networking opportunities, including small group workshops, think tanks, masterclasses, interactive roundtables, networking breaks, and more.
The in-person networking experience
Meet investors and leaders in your field
Network with investors and peers in IR, marketing, and communications roles at leading firms to discuss trends, challenges, and strategies.
Network in person in San Francisco
Connect face-to-face with your peers during networking breaks, an evening cocktail reception, roundtable discussions, and more.
Form lasting relationships
Build new connections with fellow attendees who work in a similar role as you and understand the pain points facing the industry.