Advance your marketing & communications to capture more capital

The Investor Relations, Marketing & Communications Forum: San Francisco will convene leading professionals from private equity and venture capital firms across the globe. Join your peers to learn about best practices in fundraising, LP relations, branding, communications, and marketing strategies from an unparalleled speaker roster.

Now is a critical time to gather with fellow industry professionals to discuss significant day-to-day pain points in dealing with pivots caused by the pandemic, the changing fundraising landscape, and oncoming headwinds. The forum will address these challenges and offer innovative solutions through exclusive panelsinteractive roundtable discussions, and extensive networking opportunities.

 

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Explore the benefits of attending

What can you expect at the forum?

Learn how to differentiate your firm

The forum’s in-depth panels and breakout sessions are designed to equip you with effective strategies for attracting investors and maintaining relationships. Discover how to improve your firm’s branding and narrative so you can stand out in the competitive market.

Position your firm for growth

Gain invaluable insights about how to take your IR, marketing, and communication efforts above and beyond so you can secure more capital. Plus, benefit from hearing industry experts discuss best practices and offer solutions to pressing industry challenges.

Expand your network

Network with your peers in the industry to form lasting connections and exchange strategies for strengthening your relationships with investors. Participate in a variety of in-person networking opportunities, including think tanks, roundtables, networking breaks, and an evening drinks reception.

Book before July 22 to save $500+

Secure your place today to network with your peers in the industry and discover how to advance your IR, marketing, and communications strategies.

Book now

Find out what topics will be discussed

Key agenda themes

  • Today’s fundraising landscape and 2023 outlook
  • Enhancing and communicating your ESG program
  • Investor insight: LP considerations when raising capital
  • Refreshing your brand and narrative
  • The role of IR in the VC space
  • Communication strategies to develop and protect your relationships
  • Diversity and equity as a business imperative
  • The AGM: Trends and takeaways to engage and update your LPs
  • Diversifying your investor base
  • Top tips for the perfect DDQ
  • And more!

View the PE and VC experts speaking at the forum

Featured speakers

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Browse the 2022 attendee list

Network with IR, marketing, and communications professionals

ACME VC
AE Industrial Partners
Audax Group
Aurora Capital
Battery Ventures
Berkshire Partners
Borgman Capital
Civicap Partners
Coller Capital
Crow Holdings
Denham Capital
Frazier Healthcare Partners
FTV Capital
General Catalyst
GI Partners
GID
Icv Partners
Lloyd Jones
MJ Hudson
New Spring Capital
Oak HC/FT
PAC Capital
PAI Partners
Peachtree Hotel Group
Pelion Venture Partners
Pivotal Life Sciences
Post Advisory Group
Sapphire Ventures
Serent Capital
Sofinnova Investments
Strattam Capital
Thomas H. Lee Partners
Transformation Capital Partners
Trellis Advisors
Trivest Partners
True Green Capital
Virtú Investments
VMG Partners

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…

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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…

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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 Seth Kerker at seth.k@peimedia.com.

 

Download the agenda

Day 1 Day 2
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Agenda

Day 1 - Wednesday 7th

Breakfast meetings
08:30 - 09:45

Structuring and streamlining the in-house marketing team

08:30 - 09:45

Building IR careers in VC: Navigating the dynamic VC asset class as an IR professional

Amrita Mainthia

Facilitator:
Amrita Mainthia, VP, Investor Relations, General Catalyst

A speaker photo for Amrita  Mainthia

Amrita Mainthia

VP, Investor Relations, General Catalyst

Read bio
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

Michael Hong
  • 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

Michael Hong, Davis Polk

Michael Hong

Partner, Davis Polk

Read bio
10:40 - 11:20

Enhancing and communicating your ESG program

Dave Armon, Andy Caine, Ivan Massonnat , Ravali Parsa
  • 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, Partner, Human Capital & ESG, Frazier Healthcare Partners
Ivan Massonnat, Partner, PAI Partners
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners

A speaker photo for Dave Armon

Dave Armon

CEO, 3BL Media

Read bio
A speaker photo for Andy Caine

Andy Caine

Partner, Human Capital & ESG, Frazier Healthcare Partners

Read bio
A speaker photo for Ivan Massonnat

Ivan Massonnat

Partner, PAI Partners

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A speaker photo for Ravali Parsa

Ravali Parsa

Director of Investor Relations, Aurora Capital Partners

Read bio
Networking
11:20 - 11:50

Networking break

Plenary sessions
11:50 - 12:15

Keynote interview

Eileen Mancera, David Wells

Keynote interviewee:
Eileen Mancera, Managing Director, Post Advisory Group

Interviewer:
David Wells, Partner, Prosek

A speaker photo for Eileen Mancera

Eileen Mancera

Managing Director, Post Advisory Group

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David Wells Prosek Partners

David Wells

Partner, Prosek

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12:15 - 13:00

Investor insight: LP considerations when raising capital

Gerald Carton, 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

Panelists:
Gerald Carton, Partner, Coller Capital
Ralph DeBernardo, Partner & Head of Investor Relations, Sapphire Ventures

A speaker photo for Gerald Carton

Gerald Carton

Partner, Coller Capital

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A speaker photo for Ralph DeBernardo

Ralph DeBernardo

Partner & Head of Investor Relations, Sapphire Ventures

Read bio
Lunch
13:00 - 13:50

Networking luncheon

Breakout session A
13:50 - 14:45

Track 1: Refreshing your brand and narrative

Annis Steiner
  • 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

Panelists:
Annis Steiner, Principal, Marketing & Communications, FTV Capital

A speaker photo for Annis  Steiner

Annis Steiner

Principal, Marketing & Communications, FTV Capital

Read bio
13:50 - 14:45

Track 2: The role of IR in the VC space

  • VC fundraising solutions to capture capital
  • Tailoring your message and targeting your audience
  • Pivoting amid unexpected challenges
  • LPAC best practices
  • Addressing ESG in your portfolio companies
Breakout session B
14:45 - 15:30

Track 3: Communication strategies to develop and protect your relationships

Jimmy Carrion
  • 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

Panelists:
Jimmy Carrion, Senior Vice President, Investor Relations, Lloyd Jones

A speaker photo for Jimmy  Carrion

Jimmy Carrion

Senior Vice President, Investor Relations, Lloyd Jones

Read bio
14:45 - 15:30

Track 4: Diversifying your investor base

  • Adaptive methods to keep investors engaged
  • Techniques to earn trust and loyalty when working with new LPs
  • Positioning innovative investment strategies
  • Working with placement agents
Networking
15:30 - 16:00

Networking break

Roundtable workshops
16:00 - 17:15

Collaborating with stakeholders

16:00 - 17:15

Top tips for the perfect DDQ

Stacey Monteiro Leanos

Facilitator:
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital

A speaker photo for Stacey Monteiro Leanos

Stacey Monteiro Leanos

Director of Investor Relations, ACME Capital

Read bio
16:00 - 17:15

Crafting your story to better your pitch

16:00 - 17:15

Press relations: Friend or foe?

16:00 - 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 address

10:05 - 10:45

Diversity and equity as a business imperative

  • Addressing what changes are necessary to reflect real progress
  • DEI benchmarks and metrics
  • Providing transparency to investors on your DEI initiatives
  • Integrating DEI into your investment decisions
  • Understanding the clear and explicit demands from investors
Networking
10:45 - 11:15

Networking & refreshments

Plenary sessions
11:15 - 12:00

The AGM: Trends and takeaways to engage and update your LPs

Karen Derr Gilbert, 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?

Panelists:
Karen Derr Gilbert, Partner, FTV Capital
Amrita Mainthia, VP, Investor Relations, General Catalyst

A speaker photo for Karen  Derr Gilbert

Karen Derr Gilbert

Partner, FTV Capital

Read bio
A speaker photo for Amrita  Mainthia

Amrita Mainthia

VP, Investor Relations, General Catalyst

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12:00 - 12:45

IR when you’re not actively fundraising: Setting the table

Christina Anzel, Stacey Monteiro Leanos
  • 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

Panelists:
Christina Anzel, Director of Investor Relations & ESG, True Green Capital
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital

A speaker photo for Christina  Anzel

Christina Anzel

Director of Investor Relations & ESG, True Green Capital

Read bio
A speaker photo for Stacey Monteiro Leanos

Stacey Monteiro Leanos

Director of Investor Relations, ACME Capital

Read bio
Lunch
12:45 - 13:30

Closing luncheon

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

 

Book now

2022 speakers

Have a topic you would like to discuss at the Investor Relations, Marketing & Communications Forum: San Francisco 2022? Please contact Seth Kerker at seth.k@peimedia.com.

 

Download the agenda

Christina Anzel

Director of Investor Relations & ESG, True Green Capital

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

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

Partner, Human Capital & ESG, 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

Gerald Carton

Partner, Coller Capital

Gerald is a Partner with responsibility for the firm’s Investor Relations activities across Southern Europe and the Middle East. He is based in the firm’s London office. Gerald joined Coller Capital in 2004 and previously spent 14 years in the Invest… Read full bio
Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… 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

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
Michael Hong, Davis Polk

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

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

Ivan Massonnat

Partner, PAI Partners

Ivan first joined PAI in 2000 as a member of the Investment Group, where he was involved in a number of transactions including Elis. In 2004 Ivan started to focus on PAI’s investor relations and fundraising activities. In 2008, he joined Fondations C… 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

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
David Wells Prosek Partners

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

Wayne Wu

General Partner, VMG

Wayne Wu is a General Partners 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.

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 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

Join us on the West Coast this September to connect with an expansive community of investor relations, marketing, and communications professionals from leading private equity and venture capital firms. The forum provides a unique opportunity to participate in various in-person networking sessions, including think tanks, interactive roundtables, networking breaks, and an end-of-the-day reception.

Don’t miss out on this must-attend event packed with opportunities to form lasting relationships and have meaningful discussions with your peers in the industry. Plus, gain essential insights through conversations with experts about how to secure more capital, improve your marketing strategy, make the most of your communication efforts, and more.

 

Download the preliminary attendee list


The in-person networking experience

Meet investors and leaders in your field

Network with top investors and professionals in IR, marketing, and communications roles to discuss trends, opportunities, and strategies.

Network in person in San Francisco

Connect face-to-face with your peers during networking breaks, an evening drinks reception, roundtable discussions, and more.

Form lasting relationships

Meet with attendees in a similar role as you to discuss solutions to pressing challenges facing industry professionals.

Browse the 2022 attendees

Connect with IR, marketing, and communications professionals

ACME VC
AE Industrial Partners
Audax Group
Aurora Capital
Battery Ventures
Berkshire Partners
Borgman Capital
Civicap Partners
Coller Capital
Crow Holdings
Denham Capital
Frazier Healthcare Partners
FTV Capital
General Catalyst
GI Partners
GID
ICV Partners
Lloyd Jones
MJ Hudson
New Spring Capital
Oak HC/FT
PAC Capital
PAI Partners
Peachtree Hotel Group
Pelion Venture Partners
Pivotal Life Sciences
Post Advisory Group
Sapphire Ventures
Serent Capital
Sofinnova Investments
Strattam Capital
Thomas H. Lee Partners
Transformation Capital Partners
Trellis Advisors
Trivest Partners
True Green Capital
Virtú Investments
VMG Partners