Private Equity
International
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.
View agenda page
Agenda
Day 1 - Wednesday 7th
Breakfast meeting
08:30 - 09:45
Adapting to digital disruption
08:30 - 09:45
Integrating ESG in the venture capital space
Welcome
09:45 - 09:50
Opening remarks
09:50 - 10:00
Chairperson's remarks
Plenary sessions
10:00 - 10:40
Today’s fundraising landscape and 2023 outlook
10:40 - 11:20
Enhancing and communicating your ESG program
Networking
11:20 - 11:50
Networking break
Plenary sessions
11:50 - 12:15
Keynote
12:15 - 13:00
Investor insight: LP considerations when raising capital
Lunch
13:00 - 13:50
Lunch
Breakout A
13:50 - 14:45
Track 1: Refreshing your brand and narrative
13:50 - 14:45
Track 2: Managing your relationships with existing and prospective investors
Breakout B
14:45 - 15:30
Track 3: Marketing strategies to drive growth and value within your portfolio companies
14:45 - 15:30
Track 4: Multi-channel marketing to differentiate your brand
Networking
15:30 - 15:55
Networking break
Roundtable workshops
15:55 - 17:15
Collaborating with stakeholders
15:55 - 17:15
Top tips for the perfect DDQ
15:55 - 17:15
Crafting your story to better your pitch
15:55 - 17:15
Press relations: Friend or foe?
15:55 - 17:15
Leveraging venture capital to drive innovation
Reception
17:15 - 18:30
Cocktail reception
Agenda
Day 2 - Thursday 8th
Welcome
09:30 - 09:40
Opening remarks
Plenary sessions
09:40 - 10:05
Keynote
10:05 - 10:45
Diversity and equity as a business imperative
Networking
10:45 - 11:15
Networking break
Plenary sessions
11:15 - 12:00
The AGM: Powerful ways to engage and update your LPs
12:00 - 12:45
Successful strategies for a powerful PE story
12:45 - 13:15
Closing fireside chat
Lunch
13:15 - 14:30
Closing networking lunch
Leading experts driving the content
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 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
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
Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners
Conrad Gorospe joined Insight in 2019 as the Head of North America Fundraising & Investor Relations. Prior to joining Insight, Conrad was a senior member of the Investor Relations & Fundraising team at Apollo Global Management where he led in… 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
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
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
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
John Thompson
Global Communications Director, Actis
John is the global communications director at Actis, a US$15bn private equity firm focused on growth markets in Africa, Asia, and Latin America. John is based in London and his role sits within the IR team. He is responsible for managing the reputati… Read full bio
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
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 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
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
Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners
Conrad Gorospe joined Insight in 2019 as the Head of North America Fundraising & Investor Relations. Prior to joining Insight, Conrad was a senior member of the Investor Relations & Fundraising team at Apollo Global Management where he led in… 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
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
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
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
John Thompson
Global Communications Director, Actis
John is the global communications director at Actis, a US$15bn private equity firm focused on growth markets in Africa, Asia, and Latin America. John is based in London and his role sits within the IR team. He is responsible for managing the reputati… Read full bio
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.