International
Investor Relations, Marketing & Communications Forum San Francisco 2022
7 - 8 September 2022,
JW Marriott San Francisco Union Square
Advance your marketing & communications to capture more capital
The Investor Relations, Marketing & Communications Forum: San Francisco will convene leading professionals from private equity and venture capital firms across the globe. Join your peers to learn about best practices in fundraising, LP relations, branding, communications, and marketing strategies from an unparalleled speaker roster.
Now is a critical time to gather with fellow industry professionals to discuss significant day-to-day pain points in dealing with pivots caused by the pandemic, the changing fundraising landscape, and oncoming headwinds. The forum will address these challenges and offer innovative solutions through exclusive panels, interactive roundtable discussions, and extensive networking opportunities.
Your go-to resource leading up to the forum
Explore the official event guide
Download the brochure for crucial event information, including:
- Agenda highlights featuring the most pressing topics facing IR, marketing, and communications professionals
- Featured speakers including LPs and GPs from leading PE and VC firms
- In-person networking opportunities that are available throughout the forum
- The preliminary list of firms that will be in attendance
- Venue and hotel information
- And more!
Explore the benefits of attending
What can you expect at the forum?
Learn how to differentiate your firm
The forum’s in-depth panels and breakout sessions are designed to equip you with effective strategies for attracting investors and maintaining relationships. Discover how to improve your firm’s branding and narrative so you can stand out in the competitive market.
Position your firm for growth
Gain invaluable insights about how to take your IR, marketing, and communication efforts above and beyond so you can secure more capital. Plus, benefit from hearing industry experts discuss best practices and offer solutions to pressing industry challenges.
Expand your network
Network with your peers in the industry to form valuable connections with professionals who have similar pain points as you. Participate in a variety of in-person networking opportunities, including think tanks, interactive roundtables, networking breaks, an evening drinks reception, and more.
Find out what topics will be discussed
Key agenda themes
- Today’s fundraising landscape and 2023 outlook
- Enhancing and communicating your ESG program
- Investor insight: LP considerations when raising capital
- Refreshing your brand and narrative
- Communication strategies to develop and protect your relationships
- Diversity and equity as a business imperative
- The AGM: Trends and takeaways to engage and update your LPs
- 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!
View the PE and VC experts speaking at the forum
Featured speakers
Browse the 2022 attendee list
Network with IR, marketing, and communications professionals
See what attendees are saying about our IR, marketing, and communications event series
Testimonials
The PEI IR, Marketing & Communications Forum is the best event all year to meet colleagues from across the country facing similar issues. It’s a fanta…
This is one of the only events where the industry’s most tenured and experienced marketing and IR professionals are allowed to lower their defenses and sp…
Great to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.
The PEI IR, Marketing & Communications Forum is the best event all year to meet colleagues from across the country facing similar issues. It’s a fantastic networking opportunity and a great way to get a pulse on where the PE/VC industry is headed in terms of IR, marketing, and comms.
This is one of the only events where the industry’s most tenured and experienced marketing and IR professionals are allowed to lower their defenses and speak in an authentic and honest manner. The insights you are afforded when all see themselves as peers and not competitors are truly astonishing.
2022 agenda
For more information regarding the agenda or to inquire about speaking opportunities, please contact Seth Kerker at seth.k@peimedia.com.
Agenda
Day 1 - Wednesday 7th
A. 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.
B. 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
Ashton Rosin, Operating Partner and the Head of Capital Formation, Lowercarbon Capital
Arash Rebek, Partner, Capital Formation, Khosla Ventures
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
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, Partner, Human Capital & ESG, Frazier Healthcare Partners
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners
Networking break
Fireside Chat
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:
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:
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
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:
Jimmy Carrion, Senior Vice President, Investor Relations, Lloyd Jones
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
Opening remarks
Fireside Chat
Diversity and equity as a business imperative
- Addressing what changes are necessary to reflect real progress
- DEI benchmarks and metrics
- Providing transparency to investors on your DEI initiatives
- Integrating DEI into your investment decisions
- Understanding the clear and explicit demands from investors
Networking & refreshments
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?
Panelists:
Karen Bommart, Head of Investor Relations, Battery Ventures
Karen Derr Gilbert, Partner, FTV Capital
Amrita Mainthia, VP, Investor Relations, General Catalyst
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
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
2022 speakers
Have a topic you would like to discuss at the Investor Relations, Marketing & Communications Forum: San Francisco 2022? Please contact Seth Kerker at seth.k@peimedia.com.

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

Dave Armon
CEO, 3BL Media

Devin Banerjee
Editor at Large, Business and Finance, LinkedIn

Gina Bauman
Head of Capital Formation, Cota Capital

Karen Bommart
Head of Investor Relations, Battery Ventures

Andy Caine
Partner, Human Capital & ESG, Frazier Healthcare Partners

Jimmy Carrion
Senior Vice President, Investor Relations, Lloyd Jones

Annie Caucci
Director of Marketing, NewSpring Capital

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

Michael Hong
Partner, Davis Polk

Jason Jerista
Managing Director, Investor Relations, LLR 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

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

David Wells
Partner, Prosek

Wayne Wu
General Partner, VMG

Maryling Yu
Chief Marketing Officer, Backstop Solutions Group
2022 sponsors
The forum offers a unique opportunity for organizations to raise their profile by meeting with private equity & venture capital investor relations, marketing, and communications professionals.
For exclusive sponsorship packages, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
Pre-Event Resources
Post-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.
There is a room block at the hotel for attendees to stay at a discounted rate.* To reserve your room at the hotel, use the link below or call reservations at 1-415-771-8600 and mention PEI’s Investor Relations, Marketing, and Communications Forum.
* The group rate is only available until August 16, 2022
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 experts in your field
Join us on the West Coast this September to connect with an expansive community of investor relations, marketing, and communications professionals from leading private equity and venture capital firms. The forum provides a unique opportunity to participate in various in-person networking sessions, including think tanks, interactive roundtables, networking breaks, and an end-of-the-day reception.
Don’t miss out on this must-attend event packed with opportunities to form lasting relationships and have meaningful discussions with your peers in the industry. Plus, gain essential insights through conversations with experts about how to secure more capital, improve your marketing strategy, make the most of your communication efforts, and more.
The in-person networking experience
Network in person in San Francisco
Connect with your peers during networking breaks, an evening drinks reception, interactive roundtable discussions, and more.
Meet leaders in your field
Network with top professionals in IR, marketing, and communications roles to discuss trends, opportunities, and strategies.
Form lasting relationships
Create valuable and meaningful relationships with knowledgeable and experienced professionals who work in a similar role as you.