Private Equity
International
International
Investor Relations, Marketing & Communications Forum San Francisco 2023
20 - 21 September 2023,
Parc 55 San Francisco
Maximize your firm's fundraising potential
The Investor Relations, Marketing & Communications Forum: San Francisco connects leading professionals within private markets and venture capital.
Improve your strategy. We’ve hand selected speakers to discuss emerging trends and best practices to improve your investor relations, marketing, and branding strategies.
Build your network. Gather with your peers to discuss significant day-to-day pain points, the changing fundraising landscape, and how to differentiate your firm from the rest.
Overcome your challenges. This year’s Forum features exclusive keynotes, panels, interactive roundtable discussions, extensive networking opportunities, and a newly added workshop on day 2 to help you answer your most pressing questions.
Book now to save $300+ on your booking
Why attend the Forum?
Benchmark against peers
Stay up-to-date on the ever-changing fundraising landscape and improve your strategy to raise more capital for your firm.
Hear from industry leaders
Discuss ways to elevate your IR and marketing efforts with industry experts during panels and roundtable discussions.
Enhance your network
Form invaluable connections with industry professionals by participating in networking sessions available throughout the forum.
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:
2023 speakers include:
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…
Rikki Gibson
Senior Associate, Northleaf Capital Partners
A great event to network with and learn from other private markets marketing professionals.
Andrew Hines
Marketing Manager, Pacific Current Group
As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strat…
Kate Gallego
Data & Operations Specialist, CIVC Partners LP
This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats in their role. The speakers were very helpful having excellent experiences at a range of firms and the moderators kept the pace of the Q&A and topic. The highlight was the small groups, where I was able to network and share part of my story and hear others’ stories. It was a positive networking experience and I will definitely attend this conference again in the future.
Andrew Hines
Marketing Manager, Pacific Current Group
As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strategy.
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.
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
Breakfast meeting A | The new politics of private investing
- How will the upcoming 2024 election impact private investing?
- What new pressures will fund managers face in a more democratized private investment sector?
- What are the practical implications for investor relations, marketing & communications teams?
08:00 - 09:00
Breakfast meeting B | Invite Only VIP
Opening remarks & chair's welcome
09:00 - 09:15
Opening remarks & chair's welcome
Plenary sessions
09:15 - 10:00
Keynote - Real-time crisis communications
Sue Kwon
- 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
10:00 - 10:50
New investor personae - non-traditional investors
Olga Serhiyevich,
Evan Teiger
- 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?
Speakers:
Olga Serhiyevich, Head of Investor Relations, Village Global
Evan Teiger, Partner, Investor Relations, Foundation Capital
Networking
10:50 - 11:20
Networking coffee break
Plenary sessions
11:20 - 12:10
Designing your investor experience – Content, AGM and beyond?
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?
Speakers:
Alycia Simons, Manager of Investor Relations, Mercato Partners
Networking luncheon
12:10 - 13:10
Networking luncheon
Plenary sessions
13:10 - 14:00
Careers in investor relations, marketing & communications in the private investment industry
Kathlika Fontes,
Megan Lundy,
Cindy Mesaros
- 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?
Speakers:
Kathlika Fontes, Director of Investor Relations, Grain Management
Megan Lundy, Managing Director, Investor Relations, Audax Private Equity
Cindy Mesaros, Head of Marketing and People, Foresite Capital
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?
14:00 - 15:00
Think tank B | Growth equity (GP ONLY)
- How are growth equity firms faring in today’s competitive fundraising landscape?
14:00 - 15:00
Think tank C | Middle-market buyout (GP ONLY)
- How are middle-market buyout firms faring in today’s competitive fundraising landscape?
Networking
15:00 - 15:30
Networking refreshment break
Breakout sessions
15:30 - 16:20
Breakout session: Marketing & communications | Rebrand strategies
Amy Nelson,
Charlotte Shropshire,
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
Speakers:
Amy Nelson, Chief Strategy Officer, Rethink Capital Partners
Charlotte Shropshire, Head of Investor Relations, Menlo Ventures
Hillá Watkins, Chief Marketing Officer, Scale Venture Partners
15:30 - 16:20
Breakout session: Investor relations | Adapting to the current fundraising environment
Kelly Howard,
Allan Petersen,
Meghan Reynolds
- 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?
Speakers:
Kelly Howard, Partner, Head of Marketing, Adams Street Partners
Allan Petersen, Managing Director, Investor Relations, Nautic Partners
Meghan Reynolds, Partner, Capital Formation, Altimeter
Plenary sessions
16:25 - 17:15
Scaling up your IR & marketing and communications tech stack
Sarah Mattina
- 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?
Speakers:
Sarah Mattina, Marketing & Communications Director, Venture Forward
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
Breakfast meeting A | Will AI impact fundraising in private markets?
- Sharing of ideas and use cases for AI tools
08:00 - 08:45
Breakfast meeting B | Invite Only VIP
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
Marketing & communications (GP ONLY)
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?
08:45 - 09:30
Investor relations (GP ONLY)
How is the role of investor relations changing in a highly competitive fundraising environment?
Chair's opening remarks
09:30 - 09:40
Chair's opening remarks
Keynote interview
09:40 - 10:25
Keynote interview: Global private market forecast: 2023 – 2024
- How is capital flowing around the globe?
- Where are the hot spots in the private markets today?
- Where are the potential hot spots in the private markets tomorrow?
Networking
10:30 - 11:00
Networking coffee break
Breakout sessions
11:00 - 12:00
Breakout session: How to define and measure IR success
Kelly Golden
- 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
Speakers:
Kelly Golden, Director of Investor Relations, G2 Venture Partners
11:00 - 12:00
Breakout session: Future-proofed ESG & DEI
Amanda Heravi
- 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?
Speakers:
Amanda Heravi, Managing Director, Investor Relations & ESG, Avista Capital Partners
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
- 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
Roundtable discussions
14:00 - 16:20
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.
Rotation 1 | 2:00-2:30pm
Rotation 2 | 2:30-3:00pm
Networking break | 3:00-3:20pm
Rotation 3 | 3:20-3:50pm
Rotation 4 | 3:50-4:20pm
14:00 - 16:20
Roundtable 1 | Brand road mapping
Jennifer Janson
- 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
14:00 - 16:20
Roundtable 2 | Designing compelling and compliant marketing materials, reports, and data visualizations
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
Facilitator:
Tracie Kelly, Director of Marketing, Excellere Partners
14:00 - 16:20
Roundtable 3 | 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
14:00 - 16:20
Roundtable 4 | Executing your next AGM
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:
Katie Riester, Partner, Felicis Ventures
Plenary session
16:20 - 17:00
Closing panel: Bringing it all together: marketing and branding for deal flow
Kimberley Kasper
- 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
Speakers:
Kimberley Kasper, Chief Marketing Officer, Strattam Capital
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.
Tiffany Davis
Head of Investor Relations, Sofinnova Investments
Tiffany is Head of Investor Relations at Sofinnova Investments. She is responsible for investor communications, marketing initiatives, and leads fundraising efforts for the venture team. Prior to joining Sofinnova, Tiffany worked with the Senior Mark… Read full bio
Laura Deitz
Investor Relations Principal, Northgate
Laura Deitz has over 15 years of global experience in fundraising, marketing and client servicing. Laura currently serves as an Investor Relations Principal for Northgate Capital, where she plays a leading role in managing Northgate’s investor outrea… Read full bio
Kathlika Fontes
Director of Investor Relations, Grain Management
Ms. Fontes is the Director of Investor Relations at Grain Management, responsible for developing and maintaining relationships with Limited Partners and their advisors and leading capital development processes. Prior to Grain, Ms. Fontes was at StepS… Read full bio
Kelly Golden
Director of Investor Relations, G2 Venture Partners
Kelly Golden is Head of Investor Relations at G2 Venture Partners. Prior to joining G2, Kelly was an Executive Director at UBS where she spent nine years on the Capital Introduction team in the Prime Brokerage division. At UBS, Kelly was responsible… Read full bio
Amanda Heravi
Managing Director, Investor Relations & ESG, Avista Capital Partners
Amanda Heravi was one of the founding members of Avista Capital Partners in 2005 and is a Managing Director, Head of Investor Relations & Director of ESG. Prior to Avista, Ms. Heravi was the Director of Finance and Administration at Dorset Capita… Read full bio
Kelly Howard
Partner, Head of Marketing, Adams Street Partners
Kelly is responsible for guiding Adams Street’s brand strategy and leading the execution of its global marketing and communication initiatives. Prior to joining Adams Street, he was Senior Vice President of Marketing and Communications at Two Sigma.… Read full bio
Jennifer Janson
Director of Communications, OMERS Ventures
Jennifer supports OMERS Ventures’ portfolio of 60+ companies with any PR and reputation-related needs, in addition to driving brand awareness of OMERS Ventures globally, and leading all stakeholder communications. Jennifer has a 23-year track record… Read full bio
Kimberley Kasper
Chief Marketing Officer, Strattam Capital
Kimberley Kasper joined Strattam as Chief Marketing Officer in 2018 after serving as an Executive Advisor for two years. In this role, Ms. Kasper provides strategic guidance and marketing leadership across the Strattam portfolio. Previously, Kimberle… Read full bio
Tracie Kelly
Director of Marketing, Excellere Partners
Tracie brings over 19 years of private equity marketing, communications, and origination experience. As the Director of Marketing Tracie leads the day-to-day execution of Excellere's marketing and communications strategies and overall brand strategy.… Read full bio
Sue Kwon
Vice President of Brand & Communications, General Catalyst
As a TV news veteran, Sue won multiple Emmy and Associated Press awards for her technology and business reporting. She served as the ConsumerWatch reporter for the CBS News affiliate station in San Francisco. Her 20-year career in TV included reporte… Read full bio
Megan Lundy
Managing Director, Investor Relations, Audax Private Equity
Megan Lundy is a Managing Director at Audax Group. Megan is based in San Francisco and specializes in fundraising and investor relations. Megan is a also a member of Audax’ ESG and DEI Committees. Prior to joining Audax in 2020, Ms. Lundy was Head of… Read full bio
Sarah Mattina
Marketing & Communications Director, Venture Forward
Sarah Mattina serves as the Marketing & Communications Director of Venture Forward, NVCA’s 501(c)(3) nonprofit supporting organization focused on shaping the future of venture capital. She amplifies Venture Forward’s mission through content creat… Read full bio
Cindy Mesaros
Head of Marketing and People, Foresite Capital
Cindy Mesaros joined Foresite Capital, a healthcare and life sciences venture capital firm with approximately $3.5 billion in assets under management, in 2017 to oversee marketing and communications. She brings more than 20 years of experience in bra… Read full bio
Amy Nelson
Chief Strategy Officer, Rethink Capital Partners
Amy Nelson serves as Chief Strategy Officer of Rethink Capital Partners where she oversees the firm’s development of new strategies and supports growth and operations across the platform. Prior to Rethink, she spent eight years at Venture For America… Read full bio
Allan Petersen
Managing Director, Investor Relations, Nautic Partners
Allan Petersen is a Managing Director at Nautic Partners responsible for Investor Relations. Allan first joined Nautic Partners in 2001 as part of the investment staff, before rejoining the firm in 2012 to focus on investor relations and operations.… 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
Meghan Reynolds
Partner, Capital Formation, Altimeter
Meghan is the Head of VC Capital Formation and Fundraising for Altimeter, a lifecycle technology investment firm. She has spent over twenty years in private markets, working with institutional investors in Venture Capital, Private Equity and other Al… Read full bio
Katie Riester
Partner, Felicis Ventures
Katie is a Partner at Felicis and leads Investor Relations and Fund of Funds Investing. Katie has been part of the LP community since 2002. She was one of Felicis' first investors through her role at SVB Capital, and brings more than 20 years of vent… Read full bio
Gretchen Robinson
Director, Capital Formation-Business Development, GI Partners
Gretchen Robinson is a Director on the Capital Formation-Business Development team at GI Partners. She is focused on the firm’s investor relations and marketing initiatives. Prior to joining GI Partners, Gretchen was Vice President of Investor Relati… Read full bio
Olga Serhiyevich
Head of Investor Relations, Village Global
Olga Serhiyevich is the Head of Investor Relations at Village Global, an early stage VC backed by the world’s leading entrepreneurs like Mark Zuckerberg, Bill Gates, Jeff Bezos, Sara Blakely, and Reid Hoffman. Prior to joining Village Global, Olga sp… Read full bio
Charlotte Shropshire
Head of Investor Relations, Menlo Ventures
Charlotte is Head of Investor Relations at Menlo, where she manages investor communications and partnerships, and leads fundraising and capital formation for the firm. Charlotte works in lockstep with our Limited Partners (LPs) around the globe. She… Read full bio
Alycia Simons
Manager of Investor Relations, Mercato Partners
Aly is the Manager of Investor Relations for Mercato Partners, where she is responsible for maintaining and enhancing investor partnerships and cultivating relationships with potential future investors. She integrates her efforts with the investment,… Read full bio
Evan Teiger
Partner, Foundation Capital
Evan leads the IR function at Foundation Capital, where he is responsible for maintaining relationships with existing limited partners and introducing new investors to the firm on a global basis. Prior to joining Foundation, Evan was a director withi… Read full bio
Hillá Watkins
Chief Marketing Officer, Scale Venture Partners
Hillá is the Chief Marketing Officer at Scale Venture Partners, an early-stage venture capital firm focused on intelligent business software. Prior to Scale, Hillá was VP of Brand Marketing at Pendo, where she grew the brand, along with the company,… 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 about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.
Pre-Event Resources
Venue
JW Marriott San Francisco Union Square
515 Mason Street
San Francisco, CA 94102
All forum sessions will take place at the JW Marriott San Francisco Union Square.
The hotel room block for attendees is now closed. If you would still like to reserve a room at the hotel, please use the link below or call reservations at 1-415-771-8600.
Advisory board
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
Tiffany Davis
Head of Investor Relations, Sofinnova Investments
Tiffany is Head of Investor Relations at Sofinnova Investments. She is responsible for investor communications, marketing initiatives, and leads fundraising efforts for the venture team. Prior to joining Sofinnova, Tiffany worked with the Senior Mark… Read full bio
Tiffany Huynh
Chief Marketing Officer, Taurus Investment Holdings, LLC
As CMO, Tiffany is responsible overseeing and executing on the firm’s overall marketing/brand and communications strategy. With more than a decade of full stack marketing experience, Tiffany has worked across multiple industries, recognizing the need… 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
Jennifer Zimmerman
Chief Marketing Officer, General Catalyst
Jennifer joined General Catalyst 2 years ago as the firm's first Chief Marketing Officer, and she has been instrumental in helping define the firm's mission, values and distinctive 'agent's of change' positioning. She is responsible for helping to cr… Read full bio
Connect with industry leaders
Join the forum to network with an expansive community of investor relations, marketing, and communications professionals from leading private markets and venture capital firms.
Learn how to secure more capital, improve your marketing strategy, and make the most of your communication efforts by conversing with industry experts throughout the event.
Make lasting connections with your peers by participating in:
- Think tanks
- Roundtable discussions
- Networking breaks
- End-of-the-day reception
- And more!
Past attendees include...
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 with 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 make sure you have an effective marketing and communications strategy 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 2 day forum.
Sessions crucial to your role
Explore some of the marketing and communications discussions dedicated to your most pressing needs.
Crisis communications
Day 1 | 9:15-10am
We’re excited to have General Catalyst’s VP 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.
Brand strategies
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
Day 1 | 4:25-5:15pm
As technology continues to evolve 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
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 2 day forum.
Sessions crucial to your role
Explore some of the investor relations discussions happening at this year’s Forum.
Leveraging non-traditional investors
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
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
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
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.