Maximize your firm's fundraising potential

The Investor Relations, Marketing & Communications Forum: San Francisco connects leading professionals within private markets and venture capital to discuss changing markets.

Improve your strategy by hearing from market leaders about best practices and trends in fundraising, investor relations, branding, communications, marketing, and more.

Discover solutions to your most pressing challenges through engaging panels, interactive roundtable discussions, and extensive networking opportunities.

The Forum will connect you with peers to exchange ideas on the changing fundraising landscape, how to navigate oncoming headwinds, and significant day-to-day pain points.

Perspectives for IR, marketing, and communications professionals

With industry-leading speakers on sessions covering key investor relations, marketing, and communications topics, your entire team will leave the forum with a clearer picture of the future of their role within private equity and venture capital.

Marketing and communications professionals

Leverage your position in the market to exceed your firm’s fundraising goals.

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Investor relations professionals

Discover your ideal investor personae and set the foundation for positive relationships.

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Why attend the forum?

Improve your strategy

Industry thought-leaders will discuss emerging trends and best practices to improve your investor relations, marketing, and branding strategies.

Overcome your challenges

This year’s forum features exclusive keynotes, panels, roundtable discussions, networking opportunities, and a newly-added workshop on day two to help answer your most pressing questions.

Build your network

Consult with your peers to discuss significant day-to-day pain points, the changing fundraising landscape, and how to differentiate your firm from the rest.

Developing a solid crisis communications strategy

General Catalyst’s VP of Brand & Communications, Sue Kwon, leads a conversation on creating a proactive communication strategy during a crisis.

Sue will discuss:

  • How to establish brand pillars while keeping all decisions consistent with your firm’s values
  • Promoting transparency in your communications with LP’s
  • Having an adequate plan in place to ensure a crisis can be handled quickly and effectively
  • And more…

Key agenda themes

This year’s agenda was built through consultation with influential IR and marketing leaders in private markets and venture capital.

The topics covered provide relevant information to impact processes and practices within firms, such as:

  • Lessons learned from the SVB collapse
  • The growing class of non-traditional investors and sources of capital
  • The new politics of private investing
  • And more…

New for 2023!

Build customer engagement strategies to raise capital

Join us on day 2 of the Forum for the Private Equity Customer Engagement Workshop. Through roundtable discussions you’ll hear new strategies to identify sources of capital and build strong relationships with investors.

You’ll leave the workshop with:

  • Strategies to create a consistent brand strategy
  • A better understanding of how to leverage technology
  • Knowledge on creating reports compliant with the Marketing Rule
  • And more…

2022 attendees included:

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

2023 speakers include:

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What our attendees say about the Forum

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…

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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…

Read full testimonial

2023 Agenda

Download the agenda to see the timely and relevant topics that will be covered at this year’s Forum.

If you are interested in a speaking role please contact contact Brian Anderson at brian.a@pei.group.

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 20th

Registration
08:00 - 09:00

Registration – Breakfast

Pre-conference breakfast meetings | Get geared up for the conference at one of our concurrent breakfast meetings. These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelist and audience members.
08:00 - 09:00

The new politics and changes for private investing

Jeff Mills, Rob Kaufman, Tom Pierce
  • How will last month’s new rules and amendments from the SEC change LP relations?
  • How might the world of private investing change over the next two years?
  • What are the practical implications of politics to investor relations, marketing & communications teams?

Moderator: 
Jeff Mills, Managing Director, Fundraising and Investor Relations, Gryphon Investors

Speakers:
Rob Kaufman, Head of Investor Relations, Linse Capital
Tom Pierce, Partner, CFO, CCO, Sorenson Capital

A speaker photo for Jeff Mills

Jeff Mills

Partner, Global Head of Investor Relations, RCF

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A speaker photo for Rob Kaufman

Rob Kaufman

Head of Investor Relations, Linse Capital

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A speaker photo for Tom Pierce

Tom Pierce

Partner, Chief Financial Officer, Chief Compliance Officer, Sorenson Capital

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Opening remarks & chair's welcome
09:00 - 09:15

Opening remarks & chair's welcome

Tiffany Davis

Chairperson:
Tiffany Davis, Director, Sofinnova Investments

A speaker photo for Tiffany Davis

Tiffany Davis

Head of Investor Relations, Sofinnova Investments

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Plenary sessions
09:15 - 10:00

Keynote - Real-time crisis communications

Sue Kwon, Lawrence Aragon
  • What lessons can investor relations leaders learn from events like the Silicon Valley Bank collapse? Can fund managers take on potential crises proactively?
  • What is the role of your firm’s brand in crisis communications, and can fund managers take on potential crises proactively through their brands?
  • When it comes to public relations and communications with your investor base, what does transparency mean for your firm?

Moderator:
Sue Kwon, Vice President of Brand & Communications, General Catalyst

Panelist:
Lawrence Aragon, West Coast Bureau Chief, PEI

A speaker photo for Sue  Kwon

Sue Kwon

Vice President of Brand & Communications, General Catalyst

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A speaker photo for Lawrence Aragon

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

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10:00 - 10:50

New investor personae - non-traditional investors

Jennifer Stroud, Karen Heidelberger, Ann Lee Steinberg, Olga Serhiyevich
  • Who are the non-traditional investors making an impact in managers’ fundraising strategies, and what motivates them?
  • How do you define your ideal investor personae for your firm?
  • What are the common themes across different non-traditional investor personae, and how can you use those themes in your branding and communications strategies effectively & successfully?

Moderator:
Jennifer Stroud, EVP, Bay Area Head, Financial Communications and Capital Markets, Edelman

Speakers:
Karen Heidelberger,
Partner, Chief Partnership and Communications Officer, Deerfield Management
Ann Lee Steinberg, Head of Investor Relations, NFX
Olga Serhiyevich,
Head of Investor Relations, Village Global

A speaker photo for Jennifer Stroud

Jennifer Stroud

EVP, Bay Area Head, Financial Communications and Capital Markets, Edelman

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A speaker photo for Karen Heidelberger

Karen Heidelberger

Partner, Chief Partnership and Communications Officer, Deerfield Management

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A speaker photo for Ann  Lee Steinberg

Ann Lee Steinberg

Head of Investor Relations, NFX

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A speaker photo for Olga  Serhiyevich

Olga Serhiyevich

Head of Investor Relations, Village Global

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Networking
10:50 - 11:20

Networking coffee break

Plenary sessions
11:20 - 12:10

Designing your investor experience – Content, AGM and beyond

Tim Flannery, Mary E. Adams, CMP, Chelsea Dodge, Amy Holmes, Alycia Simons
  • How will the “democratization” of private investing shape the investor experience, from prospect to AGM?
  • What are the types of content and content strategies that engage your investor base?
  • How do you leverage your firm’s brand, and the personal brands of your firm’s leadership, to design and plan a meaningful and effective AGM?

Moderator:
Tim Flannery, Co-founder and CEO, Passthrough

Speakers:
Mary E. Adams, CMP,
Founder & CEO, Avivant Partners
Chelsea Dodge,
Head of Investor Relations, Fin Capital
Amy Holmes, Senior Vice President, Marketing and Communications, Fengate Asset Management
Alycia Simons, Manager of Investor Relations, Mercato Partners

A speaker photo for Tim Flannery

Tim Flannery

Co-founder and CEO, Passthrough

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A speaker photo for Mary E. Adams, CMP

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

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A speaker photo for Chelsea Dodge

Chelsea Dodge

Director of Investor Relations, Fin Capital

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A speaker photo for Amy Holmes

Amy Holmes

Senior Vice President, Marketing and Communications, Fengate Asset Management

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A speaker photo for Alycia Simons

Alycia Simons

Manager of Investor Relations, Mercato Partners

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Networking luncheon
12:10 - 13:10

Networking luncheon

Plenary sessions
13:10 - 14:00

Careers in investor relations, marketing and communications in the private investment industry

Sarah Abboud, Andrea Chrysanthou, Kathlika Fontes, Cindy Mesaros, Gretchen Robinson
  • How can private investment firms tap non-traditional talent pools to advance their fundraising, branding, and communications goals?
  • What are the skillsets and competencies most sought after in today’s private IR and marcomms departments?
  • Where are the most exciting opportunities for professional growth in IR and marcomms in the private investment industry?
  • How to ensure talent in leadership with succession planning with enhanced internal opportunities for professional growth

Moderator:
Sarah Abboud, Director of Marketing & Communications, VMG Partners

Speakers:
Andrea Chrysanthou,
Vice President, TAS
Kathlika Fontes, Director of Investor Relations, Grain Management
Cindy Mesaros, Head of Marketing and People, Foresite Capital
Gretchen Robinson, Director, Capital Formation, GI Partners

A speaker photo for Sarah Abboud

Sarah Abboud

Director of Marketing and Communications, VMG Partners

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A speaker photo for Andrea  Chrysanthou

Andrea Chrysanthou

Vice President, Brand and Communications, TAS

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A speaker photo for Kathlika Fontes

Kathlika Fontes

Director of Investor Relations, Grain Management

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A speaker photo for Cindy Mesaros

Cindy Mesaros

Head of Marketing and People, Foresite Capital

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A speaker photo for Gretchen Robinson

Gretchen Robinson

Director, Capital Formation-Business Development, GI Partners

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Fundraising think tank sessions: Our think tanks are GP ONLY gatherings. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
14:00 - 15:00

Think tank A | Venture capital (GP ONLY)

  • How are venture capital firms faring in today’s competitive fundraising landscape?

Facilitator:
Debbie Liao, Partner, Investor Relations, Battery Ventures

14:00 - 15:00

Think tank B | Growth equity (GP ONLY)

Jessica Schmitt
  • How are growth equity firms faring in today’s competitive fundraising landscape?

Facilitator:
Jessica Schmitt, Director, Investor Relations, Arrowroot Capital Partners

A speaker photo for Jessica Schmitt

Jessica Schmitt

Head of Investor Relations, Arrowroot Capital

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14:00 - 15:00

Think tank C | Middle-market buyout (GP ONLY)

Chelsea Reichard
  • How are middle-market buyout firms faring in today’s competitive fundraising landscape?

Facilitator:
Chelsea Reichard, Vice President, Fundraising, Bow River Capital

A speaker photo for Chelsea Reichard

Chelsea Reichard

Vice President, Fundraising, Bow River Capital

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Networking
15:00 - 15:30

Networking refreshment break

Breakout sessions
15:30 - 16:20

Breakout session: Marketing & communications | Rebrand strategies

Ira Berg, Mike Marderosian, Soo Song, Jamie Viggiano , Hillá Watkins
  • Considering the when and the why of a corporate rebrand
  • Identifying the most impactful changes
  • Internal communication and getting firmwide buy-in
  • Ensuring a seamless rollout across all channels

Moderator:
Ira Berg, Managing Director, Business Consulting & Advisory Services, Ext Marketing

Speakers:
Mike Marderosian,
Vice President, 50 South Capital
Soo Song, Head of Marketing, WiL (World Innovation Lab)
Jamie Viggiano, Chief Marketing Officer, Fuel Capital
Hillá Watkins, Chief Marketing Officer, Scale Venture Partners

A speaker photo for Ira Berg

Ira Berg

Managing Director, Business Consultancy & Advisory Services (U.S.), Ext. Marketing

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A speaker photo for Mike Marderosian

Mike Marderosian

Vice President, 50 South Capital

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A speaker photo for Soo Song

Soo Song

Head of Marketing, WiL (World Innovation Lab)

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A speaker photo for Jamie Viggiano

Jamie Viggiano

Chief Marketing Officer

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A speaker photo for Hillá Watkins

Hillá Watkins

Chief Marketing Officer, Scale Venture Partners

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15:30 - 16:20

Breakout session: Investor relations | Adapting to the current fundraising environment

Jeff Mills, Gina Bauman, Jimmy Carrion, Laura Fahrney, Allan Petersen
  • What is the current landscape like?
    • Accelerated pace of capital deployment and fundraising
    • Increased demands on reporting
    • Extreme competition
  • What areas of the fundraising process are you being forces to evolve/adapt?

Moderator:
Jeff Mills, Managing Director, Fundraising and Investor Relations, Gryphon Investors

Speakers:
Gina Bauman,
Head of Capital Formation, Cota Capital
Jimmy Carrion, Senior Vice President, Investor Relations, Lloyd Jones
Laura Fahrney,
Partner, Investor Relations, Ridgemont Equity Partners
Allan Petersen, Managing Director, Investor Relations, Nautic Partners

A speaker photo for Jeff Mills

Jeff Mills

Partner, Global Head of Investor Relations, RCF

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A speaker photo for Gina Bauman

Gina Bauman

Head of Capital Formation, Cota Capital

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A speaker photo for Jimmy  Carrion

Jimmy Carrion

Senior Vice President, Investor Relations, Lloyd Jones

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A speaker photo for Laura	 Fahrney

Laura Fahrney

Partner, Ridgemont Equity Partners

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A speaker photo for  Allan Petersen

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

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Plenary sessions
16:25 - 17:15

Scaling up your IR & marketing and communications tech stack

Jeff Williams, Michelle Chao, Anne Gherini, Sarah Mattina, Avery Williams
  • How do you assess your firm’s IR & marcomms technology needs?
  • How do you assess the capabilities of various tools and professionals to create a plan to scale up your tech stack (on a budget)?
  • How do you get buy-in from your firm’s leadership?

Moderator:
Jeff Williams, Chief Strategy Officer, Altvia

Speakers:
Michelle Chao,
Head of Investor Relations, Bertram Capital
Anne Gherini, CMO, Sierra Ventures
Sarah Mattina, former Marketing & Communications Director, Venture Forward
Avery Williams, Head of Investor Relations & Marketing, Healthquest Capital

A speaker photo for Jeff Williams

Jeff Williams

Chief Strategy Officer, Altvia

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A speaker photo for Michelle Chao

Michelle Chao

Head of Investor Relations, Bertram Capital

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A speaker photo for Anne Gherini

Anne Gherini

CMO, Sierra Ventures

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A speaker photo for Sarah Mattina

Sarah Mattina

former Marketing & Communications Director, Venture Forward

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A speaker photo for Avery  Williams

Avery Williams

Head of Investor Relations & Marketing, HealthQuest Capital

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Cocktail reception
17:15 - 18:15

Cocktail reception

Agenda

Day 2 - Thursday 21st

Continental breakfast
08:00 - 09:00

Continental breakfast

Pre-conference breakfast meetings | Get geared up for the conference at one of our concurrent breakfast meetings. These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelist and audience members.
08:00 - 08:45

Will AI impact fundraising in private markets?

Hye Kyung (HK) Lee, Laura Deitz, Jessica Hoffman Brennan, Oren Michaely
  • Survey the market landscape to identify risk and opportunity
  • Make sequencing activities more efficient for a win
  • Identify LP questions/concerns and generate strategic answers/responses accordingly
  • Hear other use cases for AI tools

Moderator:
Hye Kyung (HK) Lee, Chief Solutions Officer, InvestorFlow

Speakers:
Laura Deitz,
Investor Relations Principal, Northgate
Jessica Hoffman Brennan,
Partner, Head of Strategy & Investor Relations, Kohlberg & Company
Oren Michaely, Director of AI, Motive Partners

A speaker photo for Hye Kyung (HK) Lee

Hye Kyung (HK) Lee

Chief Strategy Officer, InvestorFlow

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A speaker photo for Laura Deitz

Laura Deitz

Investor Relations Principal, Northgate

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A speaker photo for Jessica Hoffman Brennan

Jessica Hoffman Brennan

Partner, Head of Strategy & Investor Relations, Kohlberg & Company

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A speaker photo for Oren Michaely

Oren Michaely

Director of Artificial Intelligence, Motive Partners

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Think tank sessions | Our think tanks are GP ONLY gatherings. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
08:45 - 09:30

Think tank A | Marketing & communications (GP ONLY)

Peter Delevett

What are the unique challenges faces by marketing & communications professionals working in the private investment industry today, and what are the solutions your peers are finding to be most effective in overcoming those challenges?

Facilitator:
Peter Delevett, Director of Communications, National Grid Partners

A speaker photo for Peter Delevett

Peter Delevett

Director of Communications, National Grid Partners

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08:45 - 09:30

Think tank B | Investor relations (GP ONLY)

Matt Lien

How is the role of investor relations changing in a highly competitive fundraising environment? Including, what are the pros and cons of placement agents and how do global versus regional placement agents measure up.

Facilitator:
Matt Lien, Director, Investor Relations, Longwater Opportunities

A speaker photo for Matt Lien

Matt Lien

Director of Investor Relations, LongWater Opportunities

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Chair's opening remarks
09:30 - 09:40

Chair's opening remarks

Tiffany Davis

Chairperson:
Tiffany Davis, Director, Sofinnova Investments

A speaker photo for Tiffany Davis

Tiffany Davis

Head of Investor Relations, Sofinnova Investments

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Keynote interview
09:40 - 10:30

Keynote fireside chat: Use meaningful metrics and make them matter

Lawrence Aragon, Mark Barnhill
  • Setting strategic goals to know what success looks like
  • What KPI’s are relevant to brand authenticity?
  • Scorecard metrics that matter when it comes to DEI and ESG
  • Measuring success broadly: tangible and intangibles

Moderator:
Lawrence Aragon, West Coast Bureau Chief, PEI Group

Keynote:
Mark Barnhill, Partner, Platinum Equity

A speaker photo for Lawrence Aragon

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

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A speaker photo for Mark Barnhill

Mark Barnhill

Partner, Platinum Equity

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Networking
10:30 - 11:00

Networking coffee break

Breakout sessions
11:00 - 12:00

Breakout session: How to define and measure IR success

Catherine Chen, Kelly Golden, Lindsay Grider, Brian Kriebel
  • What KPIs are you tracking?
  • Does your CRM help track whether specific investors have switched firms or funds?
  • Conducting investor studies/surveys
  • How to continue building on success

Moderator:
Grace Kim, Managing Director, Fundraising and Investor Relations, The Riverside Company

Speakers:
Catherine Chen,
Vice President, Investor Relations, FFL
Kelly Golden, Director of Investor Relations, G2 Venture Partners
Lindsay Grider, Global Head of Fundraising and Investor Relations, Levine Leichtman Capital Partners
Brian Kriebel, Managing Director, HighBar Partners

A speaker photo for Catherine Chen

Catherine Chen

Vice President, Investor Relations, FFL Partners

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A speaker photo for Kelly Golden

Kelly Golden

Director of Investor Relations, G2 Venture Partners

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A speaker photo for Lindsay Grider

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

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A speaker photo for Brian Kriebel

Brian Kriebel

Managing Director, HighBar Partners

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11:00 - 12:00

Breakout session: Future-proofed ESG & DEI

Nick Condie, Tanya Loh, Amrita Mainthia , Lisa Parks
  • In states where ESG and DEI investing have become politicized, how can your firm’s branding reflect a non-political, “dollars and sense” approach to these concepts?
  • How do you work with your firm’s management to establish who “owns” ESG & DEI and how can this be reflected in your firm’s branding?
  • How do you plan for the next ESG or DEI-related crisis?

Moderator:
Nick Condie, Senior Account Executive, SS&C Intralinks

Speakers:
Tanya Loh, Chief Marketing Officer, Forgepoint Capital
Amrita Mainthia, Vice President, Investor Relations, General Catalyst
Lisa Parks, Head of Investor Relations, Base Ventures

A speaker photo for Nick Condie

Nick Condie

Senior Account Executive, Intralinks (an SS&C company)

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A speaker photo for Tanya Loh

Tanya Loh

Chief Marketing Officer, Forgepoint Capital

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A speaker photo for Amrita  Mainthia

Amrita Mainthia

VP, Investor Relations, General Catalyst

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A speaker photo for Lisa Parks

Lisa Parks

Head of Investor Relations, Base Capital

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Luncheon
12:00 - 13:00

Luncheon

Private Equity Customer Engagement Workshop
13:00 - 17:00

Private Equity Customer Engagement Workshop

The Private Equity Customer Engagement Workshop will equip you with strategies to identify new sources of capital and build strong relationships with investors.

13:00 - 13:10

Opening remarks

Plenary session
13:10 - 13:50

Private equity customer engagement: making the right first impression

Stephanie Bednar, Devin Banerjee, Tiffany Davis, Jon Hoffman, Natalie Yates
  • What is private equity customer engagement?
    • Managing its customers’ expectations through digital, mobile and social experiences.
    • Being proactive in telling your own story
  • Why is customer engagement becoming a top priority?
  • Key areas of focus for standing out and thriving in this digital era
    • Brand road mapping, website development and digital marketing, data visualization, and presentation and sales collateral design

Moderator:
Stephanie Bednar, Principal, Capital Formation Group, H.I.G. Capital

Speakers:
Devin Banerjee, Sr. Managing Editor, Industry News & Community, Linkedin
Tiffany Davis, Head of Investor Relations, Sofinnova Investments
Jon Hoffman, Managing Director, Investor Relations, Rhône Group
Natalie Yates, Head of Business Development and Investor Relations, Vance Street Capital

A speaker photo for Stephanie Bednar

Stephanie Bednar

Principal, Capital Formation Group, H.I.G. Capital

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A speaker photo for Devin Banerjee

Devin Banerjee

Sr. Managing Editor, Industry News & Community, LinkedIn

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A speaker photo for Tiffany Davis

Tiffany Davis

Head of Investor Relations, Sofinnova Investments

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A speaker photo for Jon Hoffman

Jon Hoffman

Managing Director, Head of Investor Relations, Rhône Group

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A speaker photo for Natalie Yates

Natalie Yates

Head of Business Development & Investor Relations, Vance Street Capital

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Roundtable discussions | Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various customer engagement topics that are important to investor relations, marketing & communications professionals. Throughout the afternoon, facilitators will rotate tables to ensure all delegates participate in each discussion.
14:00 - 15:00

Roundtable 1 | Brand road mapping

Jennifer Janson, Hadley Wilkins
  • How to identify investor targets – who are they, and what do they want
  • How to manage multiple stories for multiple investor types
  • Content marketing for private investors

Facilitators:
Jennifer Janson, Director of Communications, OMERS Ventures
Hadley Wilkins, VP, Communications, Atomic

A speaker photo for Jennifer Janson

Jennifer Janson

Director of Communications, OMERS Ventures

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A speaker photo for Hadley Wilkins

Hadley Wilkins

VP, Communications, Atomic

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14:00 - 15:00

Roundtable 2 | Designing compelling and compliant marketing materials, reports, and data visualizations

Jason Jerista, Tracie Kelly
  • What makes a piece of marketing collateral in the private investment industry compliant with the SEC Marketing rule?
  • The SEC Marketing rule – undertaking the task of educating your investors on how to read and interpret SEC Marketing rule compliant reports (e.g., gross vs. net profits in portfolio performance reporting)
  • Tools and techniques for data visualization: data collection, analysis, distribution

Facilitators:
Jason Jerista,
Managing Director, Investor Relations, LLR
Tracie Kelly, Director of Marketing, Excellere Partners

A speaker photo for Jason Jerista

Jason Jerista

Managing Director, Investor Relations, LLR Partners

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A speaker photo for Tracie Kelly

Tracie Kelly

Director of Marketing, Excellere Partners

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14:00 - 15:00

Roundtable 3 | Using technology to prospect, attract and retain investors

Nancy Katz
  • CRM best practices to manage investor relationships
  • Using social media platforms and tools to attract, retain, and cultivate new investor relationships
  • Using data to identify new prospects

Facilitators:
Anne Gherini,
CMO, Sierra Ventures
Nancy Katz, Senior Director of Investor Relations, Costanoa Ventures

A speaker photo for Nancy Katz

Nancy Katz

Senior Director, Costanoa Ventures

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14:00 - 15:00

Roundtable 4 | Executing your next AGM

Mary E. Adams, CMP, Katie Riester
  • In-person, digital, or hybrid event production strategies? How do you get the right mix of strategies for your AGM?
  • Agenda design and writing
  • Event vendor management and tool selection

Facilitators:
Mary E. Adams, CMP, Founder & CEO, Avivant Partners
Katie Riester, Partner, Felicis Ventures

A speaker photo for Mary E. Adams, CMP

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

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A speaker photo for Katie  Riester

Katie Riester

Partner, Felicis Ventures

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Networking break
15:00 - 15:20

Networking break

Roundtable discussions
15:20 - 16:20

Roundtable 1 | Brand road mapping

Jennifer Janson, Hadley Wilkins
  • How to identify investor targets – who are they, and what do they want
  • How to manage multiple stories for multiple investor types
  • Content marketing for private investors

Facilitators:
Jennifer Janson, Director of Communications, OMERS Ventures
Hadley Wilkins, VP, Communications, Atomic

A speaker photo for Jennifer Janson

Jennifer Janson

Director of Communications, OMERS Ventures

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A speaker photo for Hadley Wilkins

Hadley Wilkins

VP, Communications, Atomic

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15:20 - 16:20

Roundtable 2 | Designing compelling and compliant marketing materials, reports, and data visualizations

Jason Jerista, Tracie Kelly
  • What makes a piece of marketing collateral in the private investment industry compliant with the SEC Marketing rule?
  • The SEC Marketing rule – undertaking the task of educating your investors on how to read and interpret SEC Marketing rule compliant reports (e.g., gross vs. net profits in portfolio performance reporting)
  • Tools and techniques for data visualization: data collection, analysis, distribution

Facilitators:
Jason Jerista,
Managing Director, Investor Relations, LLR
Tracie Kelly, Director of Marketing, Excellere Partners

A speaker photo for Jason Jerista

Jason Jerista

Managing Director, Investor Relations, LLR Partners

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A speaker photo for Tracie Kelly

Tracie Kelly

Director of Marketing, Excellere Partners

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15:20 - 16:20

Roundtable 3 | Using technology to prospect, attract and retain investors

Nancy Katz
  • CRM best practices to manage investor relationships
  • Using social media platforms and tools to attract, retain, and cultivate new investor relationships
  • Using data to identify new prospects

Facilitators:
Anne Gherini,
CMO, Sierra Ventures
Nancy Katz, Senior Director of Investor Relations, Costanoa Ventures

 

A speaker photo for Nancy Katz

Nancy Katz

Senior Director, Costanoa Ventures

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15:20 - 16:20

Roundtable 4 | Executing your next AGM

Mary E. Adams, CMP, Katie Riester
  • In-person, digital, or hybrid event production strategies? How do you get the right mix of strategies for your AGM?
  • Agenda design and writing
  • Event vendor management and tool selection

Facilitators:
Mary E. Adams, CMP, Founder & CEO, Avivant Partners
Katie Riester, Partner, Felicis Ventures

A speaker photo for Mary E. Adams, CMP

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

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A speaker photo for Katie  Riester

Katie Riester

Partner, Felicis Ventures

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Plenary session
16:20 - 17:00

Closing panel: Bringing it all together: marketing and branding for deal flow

Zoe Guttendorf, Shernaz Daver, Kimberley Kasper, Kelly Lassing, Ryan Parker
  • What motivates founders today and how to increase your firm’s deal flow?
  • How to leverage your firm’s brand to draw in founders to your portfolio
  • How to design the founder experience as an expression of your firm’s brand

Moderator:
Zoe Guttendorf, Head of Marketing and Investor Relations, Artis Ventures

Speakers:
Shernaz Daver,
Operating Partner and CMO, Khosla Ventures
Kimberley Kasper, Chief Marketing Officer, Strattam Capital
Kelly Lassing, Head of Marketing and Communications, Energize Ventures
Ryan Parker, Chief Marketing Officer, Trivest Partners

A speaker photo for Zoe Guttendorf

Zoe Guttendorf

Head of Marketing and Investor Relations, ARTIS Ventures

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A speaker photo for Shernaz Daver

Shernaz Daver

CMO and Operating Partner, Khosla Ventures

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A speaker photo for Kimberley Kasper

Kimberley Kasper

Chief Marketing Officer, Strattam Capital

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A speaker photo for Kelly Lassing

Kelly Lassing

Head of Marketing & Communications, Energize Ventures

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Ryan Parker Trivest

Ryan Parker

Chief Marketing Officer, Trivest Partners

Read bio
End of conference
17:00 - 17:00

End of conference

2023 speakers

Have a topic you would like to discuss at this year’s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.

Sarah Abboud

Director of Marketing and Communications, VMG Partners

Mary E. Adams, CMP

Founder & CEO, Avivant Partners

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

Devin Banerjee

Sr. Managing Editor, Industry News & Community, LinkedIn

Mark Barnhill

Partner, Platinum Equity

Gina Bauman

Head of Capital Formation, Cota Capital

Stephanie Bednar

Principal, Capital Formation Group, H.I.G. Capital

Ira Berg

Managing Director, Business Consultancy & Advisory Services (U.S.), Ext. Marketing

Jimmy Carrion

Senior Vice President, Investor Relations, Lloyd Jones

Michelle Chao

Head of Investor Relations, Bertram Capital

Catherine Chen

Vice President, Investor Relations, FFL Partners

Andrea Chrysanthou

Vice President, Brand and Communications, TAS

Nick Condie

Senior Account Executive, Intralinks (an SS&C company)

Shernaz Daver

CMO and Operating Partner, Khosla Ventures

Tiffany Davis

Head of Investor Relations, Sofinnova Investments

Laura Deitz

Investor Relations Principal, Northgate

Peter Delevett

Director of Communications, National Grid Partners

Chelsea Dodge

Director of Investor Relations, Fin Capital

Laura Fahrney

Partner, Ridgemont Equity Partners

Tim Flannery

Co-founder and CEO, Passthrough

Kathlika Fontes

Director of Investor Relations, Grain Management

Anne Gherini

CMO, Sierra Ventures

Kelly Golden

Director of Investor Relations, G2 Venture Partners

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

Zoe Guttendorf

Head of Marketing and Investor Relations, ARTIS Ventures

Karen Heidelberger

Partner, Chief Partnership and Communications Officer, Deerfield Management

Jon Hoffman

Managing Director, Head of Investor Relations, Rhône Group

Jessica Hoffman Brennan

Partner, Head of Strategy & Investor Relations, Kohlberg & Company

Amy Holmes

Senior Vice President, Marketing and Communications, Fengate Asset Management

Jennifer Janson

Director of Communications, OMERS Ventures

Jason Jerista

Managing Director, Investor Relations, LLR Partners

Kimberley Kasper

Chief Marketing Officer, Strattam Capital

Nancy Katz

Senior Director, Costanoa Ventures

Rob Kaufman

Head of Investor Relations, Linse Capital

Tracie Kelly

Director of Marketing, Excellere Partners

Brian Kriebel

Managing Director, HighBar Partners

Sue Kwon

Vice President of Brand & Communications, General Catalyst

Kelly Lassing

Head of Marketing & Communications, Energize Ventures

Hye Kyung (HK) Lee

Chief Strategy Officer, InvestorFlow

Debbie Liao

Partner, Investor Relations, Battery Ventures

Matt Lien

Director of Investor Relations, LongWater Opportunities

Tanya Loh

Chief Marketing Officer, Forgepoint Capital

Amrita Mainthia

VP, Investor Relations, General Catalyst

Mike Marderosian

Vice President, 50 South Capital

Sarah Mattina

former Marketing & Communications Director, Venture Forward

Cindy Mesaros

Head of Marketing and People, Foresite Capital

Oren Michaely

Director of Artificial Intelligence, Motive Partners

Jeff Mills

Partner, Global Head of Investor Relations, RCF

Ryan Parker Trivest

Ryan Parker

Chief Marketing Officer, Trivest Partners

Lisa Parks

Head of Investor Relations, Base Capital

Allan Petersen

Managing Director, Investor Relations, Nautic Partners

Tom Pierce

Partner, Chief Financial Officer, Chief Compliance Officer, Sorenson Capital

Chelsea Reichard

Vice President, Fundraising, Bow River Capital

Katie Riester

Partner, Felicis Ventures

Gretchen Robinson

Director, Capital Formation-Business Development, GI Partners

Jessica Schmitt

Head of Investor Relations, Arrowroot Capital

Olga Serhiyevich

Head of Investor Relations, Village Global

Alycia Simons

Manager of Investor Relations, Mercato Partners

Soo Song

Head of Marketing, WiL (World Innovation Lab)

Ann Lee Steinberg

Head of Investor Relations, NFX

Jennifer Stroud

EVP, Bay Area Head, Financial Communications and Capital Markets, Edelman

Jamie Viggiano

Chief Marketing Officer

Hillá Watkins

Chief Marketing Officer, Scale Venture Partners

Hadley Wilkins

VP, Communications, Atomic

Avery Williams

Head of Investor Relations & Marketing, HealthQuest Capital

Jeff Williams

Chief Strategy Officer, Altvia

Natalie Yates

Head of Business Development & Investor Relations, Vance Street Capital

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
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.

Venue

Parc 55, San Francisco
55 Cyril Magnin St
San Francisco, CA 94102

All forum sessions will take place at the Parc 55, San Francisco.

We’ve reserved a room block for attendees. Please book your room before Friday, September 15.

Book a room

Advisory board

Stephanie Bednar

Principal, Capital Formation Group, H.I.G. Capital

Tiffany Davis

Head of Investor Relations, Sofinnova Investments

Tiffany Huynh

Chief Marketing Officer, Taurus Investment Holdings, LLC

Jason Jerista

Managing Director, Investor Relations, LLR Partners

Jennifer Zimmerman

Chief Marketing Officer, General Catalyst

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!

Past attendees include...

ACME VC
Audax Group
Aurora Capital
Battery Ventures
Berkshire Partners
Borgman Capital
Brightstar Capital Partners
Campbell Lutyens & Co
CBRE
CIVC Partners
Civicap Partners
Cota Capital
Crow Holdings
Dawn Capital
Denham Capital
FFL Partners
Foundation Capital
General Catalyst
ICV Partners
Khosla Ventures
Kirkland & Ellis
LaSalle Investment Management
Lloyd Jones
LLR Partners
Longitude Capital
NewSpring Capital
Northleaf Capital Partners
Oaktree Capital
Pelion Venture Partners
Strattam Capital
Thomas H. Lee Partners
Tidemark
TPG
Transformation Capital Partners
TriGate Capital
Trive Capital
Trivest Partners
VMG Partners

Build customer engagement strategies to raise capital

Taking place on day two, the Private Equity Customer Engagement Workshop will equip you with strategies to identify new sources of capital and build strong relationships with investors.

Through roundtable discussions, we’ll cover a range of topics including:

  • Building your firm’s brand for success
  • Using technology to prospect, attract and retain investors
  • How to produce successful annual general meetings for prospects and investors
  • Creating SEC compliant marketing materials and data visualizations
  • And more…

Why you need to attend

Solidify your brand 

The focused roundtable discussions look to give you the tools needed to create a brand for your fund that investors can trust.

Streamline your tech

Our roundtable facilitators will show you how to leverage new technologies to improve and streamline firm processes.

Simplify your reporting

Learn how to create effective and compliant performance reports.

Roundtable discussions that will improve your strategies

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various customer engagement topics that are important to investor relations, marketing & communications professionals.

Throughout the afternoon, facilitators will rotate tables to ensure all delegates participate in each discussion.

Brand road mapping

  • How to identify investor targets – who are they, and what do they want
  • How to manage multiple stories for multiple investor types
  • Content marketing for private investors

Designing compelling and compliant marketing materials, reports, and data visualizations

  • What makes a piece of marketing collateral in the private investment industry compliant with the SEC Marketing rule?
  • The SEC Marketing rule – undertaking the task of educating your investors on how to read and interpret SEC Marketing rule compliant reports
  • Tools and techniques for data visualization: data collection, analysis, distribution

Using technology to prospect, attract and retain investors

  • CRM best practices to manage investor relationships
  • Using social media platforms and tools to attract, retain, and cultivate new investor relationships
  • Using data to identify new prospects

Executing your next AGM

  • In-person, digital, or hybrid event production strategies? How do you get the right mix of strategies for your AGM?
  • Agenda design and writing
  • Event vendor management and tool selection

Differentiate your firm from the rest

As investors become more selective about who they’re investing in, it’s more important than ever to make sure your firm is standing out in the crowd. This year’s forum will ensure that you have an effective marketing and communications strategy that is backed by a solid brand.

Join us for engaging panel discussions, interactive think tanks for marketing professionals only, an exclusive keynote discussion, and much more over the two-day forum.

Sessions crucial to your role

Explore some of the marketing and communications discussions dedicated to your most pressing needs.

Crisis communications

Keynote panel: Day 1 | 9:15-10am

We’re excited to have General Catalyst’s Vice President of Brand & Communications, Sue Kwon lead a discussion on how to effectively manage your communication strategies during a crisis.

She’ll take a deep dive into lessons learned from the SVB collapse and how your firm can be proactive in preparing for any potential crises.

Rebrand strategies

Panel discussion: Day 1 | 3:30-4:20pm

It all starts with your brand and who your firm is. This session will dive into when and why you should rebrand and the steps needed to make sure it’s solid from the ground up.

Our panelists will also discuss the most impactful changes internally within your firm as well as externally in the market.

Technology

Panel discussion: Day 1 | 4:25-5:15pm

As technology continues to advance, it’s important to assess how your firm can effectively leverage it to improve your marketing strategies.

This session will discuss how to find where technology can help you and which tools are best suited for your needs.

Customer engagement

Workshop: Day 2

New for this year, the half-day customer engagement workshop will get into the day-to-day work of your full marketing team. Click here for more information.

Marketing professionals offering their expertise

Reach your fundraising goals

With the growing class of non-traditional investors, it can be difficult to find the right investors for your firm. This year’s forum will help you define your ideal investor persona, improve your relationships with them, create an engaging investor experience, and much more.

Join us for engaging panel discussions, interactive think tanks for IR professionals only, an exclusive keynote discussion, and much more over the two-day forum.

Sessions crucial to your role

Explore some of the investor relations discussions happening at this year’s forum.

Leveraging non-traditional investors

Panel discussion: Day 1 | 10:00-10:50am

The class of non-traditional investors is growing and while that is exciting, it’s important to make sure you’re finding the right investor fit for your firm.

This session will discuss how non-traditional investors are impacting the field, how to find the right ones for your firm, and how to tweak your messaging to reach them effectively.

Current trends

Breakout session: Day 1 | 3:30-4:20pm

The fundraising landscape is everchanging and this session will make sure you’re up to date on all of the latest trends. We’ll discuss capital deployment and fundraising strategies, new reporting methods, the competitive market, and more.

Your investor experience

Panel discussion: Day 1 | 11:20am-12:10pm

As private investing becomes more democratized you must keep your investors engaged. We’ll discuss how to create an engaging investor experience, show you what content investors are looking for, and help you leverage your brand to hold an effective AGM.

Private investing politics

Breakout session: Day 1 | 8:00-9:00am

This session will cover the impact the 2024 election may have on private investing, new pressures you’ll face as the industry becomes more democratized, and how you can better prepare your teams for what’s to come.

IR professionals offering their expertise