Private Equity
International
International
Investor Relations, Marketing & Communications Forum San Francisco 2023
20 - 21 September 2023,
Parc 55 San Francisco
Maximize your firm's fundraising potential
The Investor Relations, Marketing & Communications Forum: San Francisco convenes leading professionals within private markets and venture capital.
Improve your strategy by hearing from experts about best practices and trends in fundraising, investor relations, branding, communications, marketing, and more.
Gather with your peers to discuss significant day-to-day pain points, the changing fundraising landscape, and how to navigate oncoming headwinds.
Discover solutions to your most pressing challenges through exclusive panels, interactive roundtable discussions, and extensive networking opportunities.
Explore the benefits of attending
What can you expect at the forum?
Improve your fundraising strategy
Discover innovative ways to advance your firm’s branding and narrative so you can stand out to investors in the competitive market.
Position your firm for growth
Hear industry experts offer solutions to your most pressing challenges and discuss ways to take your IR and marketing efforts to the next level.
Connect with your peers
Form invaluable connections with industry professionals by participating in the many networking opportunities available through the forum.
Key agenda themes from 2022
- Today’s fundraising landscape and 2023 outlook
- Enhancing and communicating your ESG program
- Marketing to stand out in the fundraising crowd
- Investor insight: LP considerations when raising capital
- Refreshing your brand and narrative
- Communication strategies to develop and protect your relationships
- The AGM: Trends and takeaways to engage and update your LPs
- Crafting your story to better your pitch
- Top tips for the perfect DDQ
- IR when you’re not actively fundraising: Setting the table
- And more!
Browse the 2022 attendee list
Network with IR, marketing, and communications professionals
2022 speakers included...
See what attendees say about the forum
Testimonials
Kate Gallego
Data & Operations Specialist, CIVC Partners LP
This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats…
Rikki Gibson
Senior Associate, Northleaf Capital Partners
A great event to network with and learn from other private markets marketing professionals.
Andrew Hines
Marketing Manager, Pacific Current Group
As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strat…
Kate Gallego
Data & Operations Specialist, CIVC Partners LP
This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats in their role. The speakers were very helpful having excellent experiences at a range of firms and the moderators kept the pace of the Q&A and topic. The highlight was the small groups, where I was able to network and share part of my story and hear others’ stories. It was a positive networking experience and I will definitely attend this conference again in the future.
Andrew Hines
Marketing Manager, Pacific Current Group
As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strategy.
View agenda page
Agenda
Day 1 - Wednesday 7th
Registration
08:00 - 17:00
Registration opens
Breakfast meetings
08:30 - 09:45
Structuring and streamlining the in-house marketing team
Annie Caucci,
Lindsay DeLarme
Facilitators:
Annie Caucci, Director of Marketing, NewSpring Capital
Lindsay DeLarme, Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
08:30 - 09:45
Building IR careers in VC: Navigating the dynamic VC asset class as an IR professional
Gina Bauman,
Heather Judd,
Amrita Mainthia ,
Arash Rebek,
Ashton Rosin
Facilitators:
Gina Bauman, Head of Capital Formation, Cota Capital
Heather Judd, Head of Investor Relations, CRV
Amrita Mainthia, VP, Investor Relations, General Catalyst
Arash Rebek, Partner, Capital Formation, Khosla Ventures
Ashton Rosin, Operating Partner and the Head of Capital Formation, Lowercarbon Capital
Welcome
08:30 - 09:45
Welcome breakfast
09:45 - 10:00
Chairperson's welcome & opening remarks
Plenary sessions
10:00 - 10:40
Today’s fundraising landscape and 2023 outlook
Michael Hong,
Gina Bauman,
Allyson Kaufman,
Kathryn Pothier,
Maryling Yu
- Challenges on the horizon
- Differentiation strategies to set your firm apart
- LP communications
- Raising capital in-person vs. online
- Adapting to the current environment and pivoting your strategy
Moderator:
Michael Hong, Partner, Davis Polk
Panelists:
Gina Bauman, Head of Capital Formation, Cota Capital
Allyson Kaufman, Head of Investor Relations, DCVC
Kathryn Pothier, Head of Investor Relations, Trive Capital
Maryling Yu, Chief Marketing Officer, Backstop Solutions Group
10:40 - 11:20
Enhancing and communicating your ESG program
Dave Armon,
Andy Caine,
Ravali Parsa,
Mandira Reddy
- Keeping up with investor expectations
- Incorporating ESG into your narrative
- ESG-related disclosures
- Addressing social issues and positioning your communication accordingly
- Identifying and avoiding greenwashing
Moderator:
Dave Armon, CEO, 3BL Media
Panelists:
Andy Caine, COO & Partner, Frazier Healthcare Partners
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners
Mandira Reddy, Director for Impact and Investments, Capricorn Investment Group
Networking
11:20 - 11:50
Networking break
Plenary sessions
11:50 - 12:20
Fireside chat: Marketing to stand out in the fundraising crowd
Eileen Mancera,
David Wells
- Identifying and highlighting your firm’s differentiators
- Communicating your value proposition
- Crafting tailored messages that will resonate
- Leveraging digital tools
Keynote interviewee:
Eileen Mancera, Managing Director, Post Advisory Group
Interviewer:
David Wells, Partner, Prosek
12:20 - 13:00
Investor insight: LP considerations when raising capital
Vishnu Amble,
Jason Jerista,
Karen Bommart,
Ben Challgren,
Ralph DeBernardo
- Investor expectations
- Investor appetite and allocation in 2022/2023
- LP/GP communication dos and don’ts
- LPAC best practices
- Conveying company culture and values to LPs
Moderator:
Jason Jerista, Managing Director, Investor Relations, LLR Partners
Panelists:
Vishnu Amble, Director, Green Bear Group LLC
Karen Bommart, Head of Investor Relations, Battery Ventures
Ben Challgren, Vice President, Top Tier Capital Partners
Ralph DeBernardo, Partner & Head of Investor Relations, Sapphire Ventures
Lunch
13:00 - 14:00
Networking luncheon
Plenary sessions
14:00 - 14:45
Refreshing your brand and narrative
Joe Worden,
Annie Caucci,
Lindsay DeLarme,
Annis Steiner,
Wayne Wu
- Conveying your unique story
- Creating a consistent and transparent message
- Standing out in a competitive market
- Embracing new technology
- Website and social media dos and don’ts
Moderator:
Joe Worden, Founder & President, 5150 Digital Marketing Group
Panelists:
Annie Caucci, Director of Marketing, NewSpring Capital
Lindsay DeLarme, Managing Director Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Annis Steiner, Principal, Marketing & Communications, FTV Capital
Wayne Wu, General Partner, VMG Partners
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Read bio
14:45 - 15:30
Communication strategies to develop and protect your relationships
Devin Banerjee,
Luke Barrett,
Stephanie Bednar,
Jimmy Carrion,
Katie Kelly
- Communication dos and don’ts
- Messaging fundamentals
- Crisis messaging
- Utilizing new technology and subscription models
- How tech and data can evaluate and monitor your LP relationships
Moderator:
Devin Banerjee, Editor at Large, Business & Finance, LinkedIn
Panelists:
Luke Barrett, Managing Director and Global Head of External Affairs, TPG Inc.
Stephanie Bednar, Director of Investor Relations and Marketing, Gryphon Investors
Jimmy Carrion, Senior Vice President, Investor Relations, Lloyd Jones
Katie Kelly, Associate, Top Tier Capital Partners
Networking
15:30 - 16:00
Networking break
Roundtable workshops
16:00 - 17:15
Top tips for the perfect DDQ
Stacey Monteiro Leanos
Facilitator:
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
16:00 - 17:15
Crafting your story to better your pitch
Peter Delevett
Facilitator:
Peter Delevett, Director of Communication and Marketing, National Grid Partners
16:00 - 17:15
Press relations: Friend or foe?
Scott Sutton
Facilitator:
Scott Sutton, Vice President and Head of Americas Communications, LaSalle
Reception
17:15 - 18:30
Cocktail reception
Agenda
Day 2 - Thursday 8th
Welcome
08:30 - 09:30
Networking breakfast
09:30 - 09:40
Opening remarks
Keynote session
09:40 - 10:05
Fireside chat
Marlene Timberlake D’Adamo,
Lawrence Aragon
Interviewee:
Marlene Timberlake D’Adamo, Chief Diversity, Equity, and Inclusion Officer, CalPERS
Interviewer:
Lawrence Aragon, West Coast Bureau Chief, PEI
Plenary sessions
10:05 - 11:05
The AGM: Trends and takeaways to engage and update your LPs
Stephanie Bednar,
Karen Bommart,
Karen Derr Gilbert,
Tyler D. Griffith,
Amrita Mainthia
- Preparing for your annual meeting season
- Investor engagement and interactive solutions
- Benefits, concerns, and considerations
- Tips and techniques for emerging GPs
- Continuing the virtual/live hybrid; will it continue, or is there a trend for more face time?
Moderator:
Stephanie Bednar, Director of Investor Relations & Marketing, Gryphon Investors
Panelists:
Karen Bommart, Head of Investor Relations, Battery Ventures
Karen Derr Gilbert, Partner, FTV Capital
Tyler Griffith, Managing Director, Investor Relations, Thomas H. Lee Partners
Amrita Mainthia, VP, Investor Relations, General Catalys
Networking
11:05 - 11:35
Networking & refreshments
Plenary sessions
11:35 - 12:30
IR when you’re not actively fundraising: Setting the table
Brian Bank,
Christina Anzel,
Devin Banerjee,
Stacey Monteiro Leanos,
Jennifer Tedesko
- Building credibility in the market
- Conveying your firm’s operations and business model
- Techniques on staying involved with your investors: how much do they want to hear from you?
- Communicating with/servicing potential investors
- Critical relationship management
Moderator:
Brian Bank, Strategy and Client Development, Investment Funds Group, Kirkland & Ellis LLP
Panelists:
Christina Anzel, Director of Investor Relations & ESG, True Green Capital
Devin Banerjee, Editor at Large, Business & Finance, LinkedIn
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
Jennifer Tedesko, Managing Director, Campbell Lutyens
Lunch
12:30 - 13:30
Closing luncheon
2023 speakers coming soon...
Have a topic you would like to discuss at the Investor Relations, Marketing, and Communications Forum: San Francisco 2023? Contact Yale Deskins at yale.d@pei.group to discuss speaking opportunities.
2022 speakers
Vishnu Amble
Director, GreenBear Group
Vishnu Amble serves as a Director of GreenBear Group LLC, a single-family office he founded in 2006 based in Miami, Florida and Singapore. The GreenBear Group LLC investment program has been active across private markets in developed and emerging reg… Read full bio
Christina Anzel
Director of Investor Relations & ESG, True Green Capital Management
Christina Anzel is Director of Investor Relations & ESG at True Green Capital Management and is responsible for supporting TGC’s overall fundraising efforts and marketing strategy. Previously, she was a Managing Director, Head of IR and Product H… Read full bio
Dave Armon
CEO, 3BL Media
Dave Armon is CEO of 3BL Media, the leading communications platform for purpose-driven companies. A former journalist and PR practitioner, Dave spent 20 years in management at PR Newswire, where he was president and COO. His experience in marketing a… Read full bio
Lawrence Aragon
West Coast Bureau Chief, PEI Alternative Insight
Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI’s senior editorial decision-makers and works closely with the Editorial Director US, the Group E… Read full bio
Devin Banerjee
Senior Managing Editor, 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 900 million professionals. Prior to joining… Read full bio
Brian Bank
Strategy and Client Development, Investment Funds Group, Kirkland & Ellis LLP
Brian Bank is a partner-level, client-facing non-lawyer within Kirkland and Ellis's Investment Funds Group, the largest and most active private equity focused law firm globally. Kirkland and Ellis’ funds practice represents over 700 investment manage… Read full bio
Luke Barrett
Managing Director and Global Head of External Affairs, TPG Inc.
Luke Barrett is a Managing Director and Global Head of External Affairs at TPG Inc. (NASDAQ: TPG), a leading global alternative asset management firm. Luke is based in the firm’s New York office and leads TPG’s global communications, branding, and ma… Read full bio
Gina Bauman
Head of Capital Formation, Cota Capital
Gina Bauman joined Cota Capital in 2022 as Head of Capital Formation. She brings extensive fundraising, investor relations, and marketing experience to the firm. Gina joined Cota after her thirteen-year tenure at IVP, a later-stage venture capital an… Read full bio
Stephanie Bednar
Director of Investor Relations and Marketing, Gryphon Investors
Stephanie Bednar is Director of Investor Relations and Marketing for middle-market private equity firm Gryphon Investors where she is responsible for investor experience and communications, supporting fundraising activities and driving overall brand… Read full bio
Karen Bommart
Head of Investor Relations, Battery Ventures
Karen heads the IR function at Battery, working with the firm’s limited partners on a day-to-day basis. For the first eight years of her tenure, she led the firm’s marketing and branding efforts, and provided hands-on support to its portfolio compani… Read full bio
Andy Caine
COO & Partner, Frazier Healthcare Partners
Andy is a Partner at Frazier Healthcare where he focuses on pre-investment organizational due diligence, talent assessment and development, and post-acquisition management. In addition, he has designed and help lead the firm’s diversity, equity, incl… Read full bio
Jimmy Carrion
Senior Vice President, Investor Relations, Lloyd Jones
As senior vice president of investor relations for Lloyd Jones, Jimmy Carrion brings years of solid business development experience to raise capital for the firm's acquisitions and developments. In this role, Jimmy is responsible for building and mai… Read full bio
Annie Caucci
Director of Marketing, NewSpring Capital
Annie Caucci leads the strategic marketing and communications efforts for NewSpring, a leading provider of private equity capital managing approximately $3.0 billion across five distinct strategies. She joined the NewSpring team in 2015 and leads all… Read full bio
Ben Challgren
Vice President, Top Tier Capital Partners
Ben Challgren is a Vice President on the Investment Team at Top Tier Capital Partners (Top Tier), where he is focused on due diligence, monitoring and data analytics for Fund investments. He also advises a large U.S. state pension plan on their Ventu… Read full bio
Ralph DeBernardo
Partner & Head of Investor Relations, Sapphire Ventures
Ralph is a Partner and Head of Investor Relations for Sapphire Ventures, where he is responsible for managing all aspects of the firm’s investor communications and capital raising activities. Ralph works across all of Sapphire’s strategies (Ventures,… Read full bio
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Ms. DeLarme is responsible for leading the execution of Oaktree’s global corporate communications, branding and marketing program activities. Ms. DeLarme joined Oaktree in 2013 following her graduation from Duke University's Fuqua School of Business,… Read full bio
Peter Delevett
Director of Communication and Marketing, National Grid Partners
Peter leads communications for National Grid Partners, the utility industry’s first Silicon Valley corporate venture capital and innovation group. He manages content and media relations, guides brand strategy and events and helps portfolio companies… 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
Tyler D. Griffith
Managing Director, Investor Relations, Thomas H. Lee Partners
Tyler D. Griffith is a managing director at Thomas H. Lee Partners in the firm’s Investor Relations Group. Prior to joining Thomas H. Lee Partners, Mr. Griffith worked at GCA Savvian and in the Technology Investment Banking Group at Lehman Brothers.… Read full bio
Michael Hong
Partner, Davis Polk
Michael is a partner in Davis Polk’s Investment Management Group. He advises on all manner of fund formation and investor relations, M&A (with deep experience in co-investments) and regulatory matters. His clients include private equity, growth c… Read full bio
Jason Jerista
Managing Director, Investor Relations, LLR Partners
Jason Jerista is the Managing Director of Investor Relations at LLR Partners. With more than $5 billion raised across six funds, LLR provides capital for growth, recapitalizations, and buyouts to technology and healthcare companies. Jason joined LLR… Read full bio
Heather Judd
Head of Investor Relations, CRV
Heather is Head of Investor Relations at CRV. CRV (Charles River Ventures) is an early-stage venture capital firm that has backed over 500 startups in its 51-year history, including Airtable, DoorDash, Drift, Dropbox, HubSpot, Postman, Twitter and Ze… Read full bio
Allyson Kaufman
Head of Investor Relations, DCVC
Allyson brings to DCVC nearly two decades of experience in client relations and business development. As DCVC’s Head of Investor Relations, Allyson is the primary point of contact between DCVC’s Limited Partners and the firm’s investment and operatio… Read full bio
Katie Kelly
Associate, Top Tier Capital Partners
Katie Kelly is an Associate at Top Tier Capital Partners, focusing on manager research, due diligence, and monitoring for Top Tier’s Fund Investment Platform. Katie has a B.S. in Business Administration from the Haas Undergraduate School of Business… Read full bio
Amrita Mainthia
VP, Investor Relations, General Catalyst
Amrita Mainthia is VP of Investor Relations at General Catalyst, based in San Francisco. As part of the IR team at GC, Amrita focuses on building and nurturing relationships among the LP community, investment team and portfolio companies. Previously,… Read full bio
Eileen Mancera
Managing Director, Post Advisory Group
Eileen Mancera is Managing Director, Head of Sales and Marketing for Post Advisory Group who joined in 2020. She is responsible for business development and client relations. Prior to Post Advisory, Eileen was Head of Business Development for Kayne A… Read full bio
Stacey Monteiro Leanos
Director of Investor Relations, ACME Capital
Stacey Monteiro Leanos is the Director of Investor Relations for ACME, responsible for managing the firm’s investor communications and fundraising activities. Prior to ACME, she was Associate Director of Investor and Public Relations for Cerus Corpor… Read full bio
Ravali Parsa
Director of Investor Relations, Aurora Capital Partners
Ravali Parsa joined Aurora Capital Partners in 2021. Previously, she was at Fifth Wall Ventures in Los Angeles and Pantheon Ventures in New York. She started her career in the Investment Banking Division of Credit Suisse where she was a member of the… Read full bio
Kathryn Pothier
Head of Investor Relations, Trive Capital
Kathryn is the Head of Investor Relations for Trive Capital. She is responsible for maintaining and enhancing relationships with Trive investors, strategically evaluating the institutional landscape, and cultivating relationships with potential futur… Read full bio
Arash Rebek
Partner, Capital Formation, Khosla Ventures
Arash is a Partner at Khosla Ventures focusing on capital formation. Prior to joining Khosla Ventures, Arash was a Managing Director in the investor-relations group at Strategic Value Partners (SVP), working on the firm's open-end hedge fund and help… Read full bio
Mandira Reddy
Director for Impact and Investments, Capricorn Investment Group
Mandira Reddy is a Director for Impact and Investments at Capricorn. Prior to Capricorn, Mandira served as a Portfolio Manager for Intel Capital and a Corporate Finance Analyst for Intel. Mandira received her M.S. in Finance from the University of Il… Read full bio
Ashton Rosin
Operating Partner and the Head of Capital Formation, Lowercarbon Capital
Ashton is an Operating Partner and the Head of Capital Formation at Lowercarbon Capital where she leads the firm's partnerships with existing and future investors. She spends her time developing strategy to envision and build new products and cultiva… 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
Scott Sutton
Vice President and Head of Americas Communications, LaSalle
As Vice President and Head of Americas Communications, Scott Sutton is responsible for enhancing the reputation of LaSalle at the firm, product and asset-level throughout the U.S. and Canada. Prior to joining LaSalle in 2020, Scott spent more than fo… Read full bio
Jennifer Tedesko
Managing Director, Campbell Lutyens
Jen has more than 20 years of private equity fund placement experience across a variety of asset classes including buyout, growth equity, venture, credit, special situations, and real estate. She is a Managing Director in Campbell Lutyens’ fund place… Read full bio
Marlene Timberlake D’Adamo
Chief Diversity, Equity, and Inclusion Officer, CalPERS
Marlene Timberlake D'Adamo joined the CalPERS executive team in April 2016 as our chief compliance officer, responsible for all aspects of the Enterprise Compliance Division. She brings more than 25 years of finance and investment experience to her r… Read full bio
David Wells
Partner, Prosek
David Wells is Partner at leading communications firm Prosek Partners, where he brings many years of experience in establishing and executing financial communications strategies. David’s expertise is in handling strategy, operations, reputation manag… Read full bio
Joe Worden
Founder & CEO, 5150 Digital Marketing Group
Joe Worden is the founder and CEO of 5150 Digital Marketing Group, a fintech marketing firm providing data-driven distribution, marketing, and communication solutions to marketing and IR/PR professionals in the asset management industry. Following th… Read full bio
Wayne Wu
General Partner, VMG
Wayne Wu is a General Partner at VMG. VMG works intimately with founders and leaders of branded consumer product companies, providing the resources and guidance needed to propel them to their next level of growth and value.
Maryling Yu
Chief Marketing Officer, Backstop Solutions Group
As Chief Marketing Officer, Maryling Yu is responsible for all aspects of marketing for Backstop, with a strategic focus on developing and retaining customers across the entire lifecycle. Maryling brings over 15 years of marketing experience to Backs… Read full bio
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
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For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.
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.
The hotel room block for attendees is now closed. If you would still like to reserve a room at the hotel, please use the link below or call reservations at 1-415-771-8600.
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 industry leaders
Join the forum to network with an expansive community of investor relations, marketing, and communications professionals from leading private markets and venture capital firms.
Learn how to secure more capital, improve your marketing strategy, and make the most of your communication efforts by conversing with industry experts throughout the event.
Make lasting connections with your peers by participating in:
- Think tanks
- Roundtable discussions
- Networking breaks
- End-of-the-day reception
- And more!
