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 convenes leading professionals within private markets and venture capital.
Improve your strategy by hearing from experts about best practices and trends in fundraising, investor 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
2022 speakers included...
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…
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.
Agenda
Day 1 - Wednesday 7th
Registration opens
Structuring and streamlining the in-house marketing team
Facilitators:
Annie Caucci, Director of Marketing, NewSpring Capital
Lindsay DeLarme, Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Building IR careers in VC: Navigating the dynamic VC asset class as an IR professional
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





Welcome breakfast
Chairperson's welcome & opening remarks
Today’s fundraising landscape and 2023 outlook
- 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 Pothier, Head of Investor Relations, Trive Capital
Maryling Yu, Chief Marketing Officer, Backstop Solutions Group
Enhancing and communicating your ESG program
- 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
Networking break
Fireside chat: Marketing to stand out in the fundraising crowd
- 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
Investor insight: LP considerations when raising capital
- 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





Networking luncheon
Refreshing your brand and narrative
- 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



Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Read bio

Communication strategies to develop and protect your relationships
- 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





Networking break
Top tips for the perfect DDQ
Facilitator:
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital

Crafting your story to better your pitch
Facilitator:
Peter Delevett, Director of Communication and Marketing, National Grid Partners

Press relations: Friend or foe?
Facilitator:
Scott Sutton, Vice President and Head of Americas Communications, LaSalle

Cocktail reception
Agenda
Day 2 - Thursday 8th
Networking breakfast
Opening remarks
Fireside chat
Interviewee:
Marlene Timberlake D’Adamo, Chief Diversity, Equity, and Inclusion Officer, CalPERS
Interviewer:
Lawrence Aragon, West Coast Bureau Chief, PEI
The AGM: Trends and takeaways to engage and update your LPs
- 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





Networking & refreshments
IR when you’re not actively fundraising: Setting the table
- 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 Banerjee, Editor at Large, Business & Finance, LinkedIn
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
Jennifer Tedesko, Managing Director, Campbell Lutyens





Closing luncheon
2023 speakers coming soon...
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 speaking opportunities.
2022 speakers

Vishnu Amble
Director, GreenBear Group

Christina Anzel
Director of Investor Relations & ESG, True Green Capital Management

Dave Armon
CEO, 3BL Media

Lawrence Aragon
West Coast Bureau Chief, PEI Alternative Insight

Devin Banerjee
Senior Managing Editor, LinkedIn

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

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

Gina Bauman
Head of Capital Formation, Cota Capital

Stephanie Bednar
Director of Investor Relations and Marketing, Gryphon Investors

Karen Bommart
Head of Investor Relations, Battery Ventures

Andy Caine
COO & Partner, Frazier Healthcare Partners

Jimmy Carrion
Senior Vice President, Investor Relations, Lloyd Jones

Annie Caucci
Director of Marketing, NewSpring Capital

Ben Challgren
Vice President, Top Tier Capital Partners

Ralph DeBernardo
Partner & Head of Investor Relations, Sapphire Ventures

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

Peter Delevett
Director of Communication and Marketing, National Grid Partners

Karen Derr Gilbert
Partner, FTV Capital

Tyler D. Griffith
Managing Director, Investor Relations, Thomas H. Lee Partners

Michael Hong
Partner, Davis Polk

Jason Jerista
Managing Director, Investor Relations, LLR Partners

Heather Judd
Head of Investor Relations, CRV

Allyson Kaufman
Head of Investor Relations, DCVC

Katie Kelly
Associate, Top Tier Capital Partners

Amrita Mainthia
VP, Investor Relations, General Catalyst

Eileen Mancera
Managing Director, Post Advisory Group

Stacey Monteiro Leanos
Director of Investor Relations, ACME Capital

Ravali Parsa
Director of Investor Relations, Aurora Capital Partners

Kathryn Pothier
Head of Investor Relations, Trive Capital

Arash Rebek
Partner, Capital Formation, Khosla Ventures

Mandira Reddy
Director for Impact and Investments, Capricorn Investment Group

Ashton Rosin
Operating Partner and the Head of Capital Formation, Lowercarbon Capital

Annis Steiner
Principal, Marketing & Communications, FTV Capital

Scott Sutton
Vice President and Head of Americas Communications, LaSalle

Jennifer Tedesko
Managing Director, Campbell Lutyens

Marlene Timberlake D’Adamo
Chief Diversity, Equity, and Inclusion Officer, CalPERS

David Wells
Partner, Prosek

Joe Worden
Founder & CEO, 5150 Digital Marketing Group

Wayne Wu
General Partner, VMG

Maryling Yu
Chief Marketing Officer, Backstop Solutions Group
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

Christine Anderson
Global Head of External Relations, Blackstone

Mary Kate Bertke
Managing Director, Head of Investor Relations, Great Hill Partners

Alanna Chaffin
Co-Head, Investor Relations & Communications, OpenGate Capital

Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners

Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners

Gina Lee Peyton
Partner, Capital Formation, Castlelake

Maggie Littlefield Sahlman
Managing Director and Head of Investor Relations, Charlesbank

Laura Manley
Chief Marketing Officer, MetLife Investment Management

John Thompson
Global Communications Director, Actis
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!