Advance your marketing strategy to capture more capital

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, LP 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

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

2022 speakers included...

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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…

Read full testimonial

Rikki Gibson

Senior Associate, Northleaf Capital Partners

A great event to network with and learn from other private markets marketing professionals.

Carmen Rojas

GenNx360 Capital Partners

Excellent material and best practices sharing.

Day 1 Day 2
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.

A speaker photo for Annie  Caucci

Annie Caucci

Director of Marketing, NewSpring Capital

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Lindsay DeLarme, OakTree Capital

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.

Read bio
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

 

A speaker photo for Gina Bauman

Gina Bauman

Head of Capital Formation, Cota Capital

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A speaker photo for Heather Judd

Heather Judd

Head of Investor Relations, CRV

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A speaker photo for Amrita  Mainthia

Amrita Mainthia

VP, Investor Relations, General Catalyst

Read bio
A speaker photo for Arash Rebek

Arash Rebek

Partner, Capital Formation, Khosla Ventures

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A speaker photo for Ashton Rosin

Ashton Rosin

Operating Partner and the Head of Capital Formation, Lowercarbon Capital

Read bio
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 PothierHead of Investor Relations, Trive Capital
Maryling Yu, Chief Marketing Officer, Backstop Solutions Group

Michael Hong, Davis Polk

Michael Hong

Partner, Davis Polk

Read bio
A speaker photo for Gina Bauman

Gina Bauman

Head of Capital Formation, Cota Capital

Read bio
A speaker photo for Allyson Kaufman

Allyson Kaufman

Head of Investor Relations, DCVC

Read bio
A speaker photo for Kathryn Pothier

Kathryn Pothier

Head of Investor Relations, Trive Capital

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A speaker photo for Maryling Yu

Maryling Yu

Chief Marketing Officer, Backstop Solutions Group

Read bio
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

A speaker photo for Dave Armon

Dave Armon

CEO, 3BL Media

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A speaker photo for Andy Caine

Andy Caine

COO & Partner, Frazier Healthcare Partners

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A speaker photo for Ravali Parsa

Ravali Parsa

Director of Investor Relations, Aurora Capital Partners

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A speaker photo for Mandira Reddy

Mandira Reddy

Director for Impact and Investments, Capricorn Investment Group

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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

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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12:20 - 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

A speaker photo for Vishnu Amble

Vishnu Amble

Director, GreenBear Group

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A speaker photo for Jason Jerista

Jason Jerista

Managing Director, Investor Relations, LLR Partners

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A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery Ventures

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A speaker photo for Ben Challgren

Ben Challgren

Vice President, Top Tier Capital Partners

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A speaker photo for Ralph DeBernardo

Ralph DeBernardo

Partner & Head of Investor Relations, Sapphire Ventures

Read bio
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

A speaker photo for Joe Worden

Joe Worden

Founder & CEO, 5150 Digital Marketing Group

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A speaker photo for Annie  Caucci

Annie Caucci

Director of Marketing, NewSpring Capital

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Lindsay DeLarme, OakTree Capital

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.

Read bio
A speaker photo for Annis  Steiner

Annis Steiner

Principal, Marketing & Communications, FTV Capital

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A speaker photo for Wayne Wu

Wayne Wu

General Partner, VMG

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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

A speaker photo for Devin Banerjee

Devin Banerjee

Editor at Large, Business and Finance, LinkedIn

Read bio
A speaker photo for Luke Barrett

Luke Barrett

Managing Director and Global Head of External Affairs, TPG Inc.

Read bio
A speaker photo for Stephanie Bednar

Stephanie Bednar

Director of Investor Relations and Marketing, Gryphon Investors

Read bio
A speaker photo for Jimmy  Carrion

Jimmy Carrion

Senior Vice President, Investor Relations, Lloyd Jones

Read bio
A speaker photo for Katie Kelly

Katie Kelly

Associate, Top Tier Capital Partners

Read bio
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

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

Peter Delevett

Facilitator:
Peter Delevett, Director of Communication and Marketing, National Grid Partners

A speaker photo for Peter Delevett

Peter Delevett

Director of Communication and Marketing, National Grid Partners

Read bio
16:00 - 17:15

Press relations: Friend or foe?

Scott Sutton

Facilitator:
Scott Sutton
, Vice President and Head of Americas Communications, LaSalle

A speaker photo for Scott Sutton

Scott Sutton

Vice President and Head of Americas Communications, LaSalle

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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

Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Diversity, Equity, and Inclusion Officer, CalPERS

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Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Alternative Insight

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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

A speaker photo for Stephanie Bednar

Stephanie Bednar

Director of Investor Relations and Marketing, Gryphon Investors

Read bio
A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery Ventures

Read bio
A speaker photo for Karen  Derr Gilbert

Karen Derr Gilbert

Partner, FTV Capital

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A speaker photo for Tyler D.  Griffith

Tyler D. Griffith

Managing Director, Investor Relations, Thomas H. Lee Partners

Read bio
A speaker photo for Amrita  Mainthia

Amrita Mainthia

VP, Investor Relations, General Catalyst

Read bio
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 BanerjeeEditor at Large, Business & Finance, LinkedIn
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
Jennifer Tedesko, Managing Director, Campbell Lutyens

A speaker photo for Brian Bank

Brian Bank

Strategy and Client Development, Investment Funds Group, Kirkland & Ellis LLP

Read bio
A speaker photo for Christina  Anzel

Christina Anzel

Director of Investor Relations & ESG, True Green Capital Management

Read bio
A speaker photo for Devin Banerjee

Devin Banerjee

Editor at Large, Business and Finance, LinkedIn

Read bio
A speaker photo for Stacey Monteiro Leanos

Stacey Monteiro Leanos

Director of Investor Relations, ACME Capital

Read bio
A speaker photo for Jennifer Tedesko

Jennifer Tedesko

Managing Director, Campbell Lutyens

Read bio
Lunch
12:30 - 13:30

Closing luncheon

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 available speaking opportunities.

2022 speakers included...

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, PEI

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

Editor at Large, Business and Finance, LinkedIn

Devin Banerjee is Editor at Large, Business & Finance at LinkedIn, where he oversees financial content and editorial strategy for the world's largest professional networking platform. LinkedIn had more than 850 million members in more than 200 co… 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, OakTree Capital

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, 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

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 D'Adamo

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 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

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

For more information on available sponsorship opportunities, contact Yale Deskins at yale.d@pei.group.

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.

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.

Book a room

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 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 various in-person networking sessions, including:

  • Think tanks
  • Roundtable discussions
  • Networking breaks
  • End-of-the-day reception
  • And more!

Download the 2022 attendee list