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.

 

View the agenda

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…

Read full testimonial

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…

Read full testimonial

Great to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.

2022 agenda

For more information regarding the agenda or to inquire about speaking opportunities, please contact Melissa Baer at melissa.b@peimedia.com.

 

Download the agenda

Day 1 Day 2
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

Join us to learn how to attract investors and capture more capital

 

Book now

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 Great Hill Partners

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 OpenGate Capital

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 Insight Partners

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 Charlesbank Capital Partners

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

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.

Venue

JW Marriott Union Square

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

 

Book a room

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 Great Hill Partners

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 OpenGate Capital

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 Insight Partners

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 Charlesbank Capital Partners

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

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.