Private Equity
International
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.
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 lasting connections and exchange strategies for strengthening your relationships with investors. Participate in a variety of in-person networking opportunities, including think tanks, roundtables, networking breaks, and an evening drinks reception.
Book before July 22 to save $500+
Secure your place today to network with your peers in the industry and discover how to advance your IR, marketing, and communications strategies.
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
- The role of IR in the VC space
- 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
- Diversifying your investor base
- Top tips for the perfect DDQ
- 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.
View agenda page
Agenda
Day 1 - Wednesday 7th
Breakfast meetings
08:30 - 09:45
Structuring and streamlining the in-house marketing team
Lindsay DeLarme
Facilitator:
Lindsay DeLarme, Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
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,
Amrita Mainthia
Welcome
09:45 - 09:50
Opening remarks
09:50 - 10:00
Chairperson's remarks
Plenary sessions
10:00 - 10:40
Today’s fundraising landscape and 2023 outlook
Michael Hong,
Gina Bauman
- 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
10:40 - 11:20
Enhancing and communicating your ESG program
Dave Armon,
Andy Caine,
Ivan Massonnat ,
Ravali Parsa
- 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
Ivan Massonnat, Partner, PAI Partners
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners
Networking
11:20 - 11:50
Networking break
Plenary sessions
11:50 - 12:15
Keynote interview
Eileen Mancera,
David Wells
12:15 - 13:00
Investor insight: LP considerations when raising capital
Gerald Carton,
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
Panelists:
Gerald Carton, Partner, Coller Capital
Ralph DeBernardo, Partner & Head of Investor Relations, Sapphire Ventures
Lunch
13:00 - 13:50
Networking luncheon
Breakout session A
13:50 - 14:45
Track 1: Refreshing your brand and narrative
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
Panelists:
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
13:50 - 14:45
Track 2: The role of IR in the VC space
- VC fundraising solutions to capture capital
- Tailoring your message and targeting your audience
- Pivoting amid unexpected challenges
- LPAC best practices
- Addressing ESG in your portfolio companies
Breakout session B
14:45 - 15:30
Track 3: Communication strategies to develop and protect your relationships
Jimmy Carrion
- 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
Panelists:
Jimmy Carrion, Senior Vice President, Investor Relations, Lloyd Jones
14:45 - 15:30
Track 4: Diversifying your investor base
- Adaptive methods to keep investors engaged
- Techniques to earn trust and loyalty when working with new LPs
- Positioning innovative investment strategies
- Working with placement agents
Networking
15:30 - 16:00
Networking break
Roundtable workshops
16:00 - 17:15
Collaborating with stakeholders
16:00 - 17:15
Top tips for the perfect DDQ
Stacey Monteiro Leanos
Facilitator:
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
16:00 - 17:15
Crafting your story to better your pitch
16:00 - 17:15
Press relations: Friend or foe?
16:00 - 17:15
Leveraging venture capital to drive innovation
Reception
17:15 - 18:30
Cocktail reception
Agenda
Day 2 - Thursday 8th
Welcome
09:30 - 09:40
Opening remarks
Plenary sessions
09:40 - 10:05
Keynote address
10:05 - 10:45
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
10:45 - 11:15
Networking & refreshments
Plenary sessions
11:15 - 12:00
The AGM: Trends and takeaways to engage and update your LPs
Karen Derr Gilbert,
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?
Panelists:
Karen Derr Gilbert, Partner, FTV Capital
Amrita Mainthia, VP, Investor Relations, General Catalyst
12:00 - 12:45
IR when you’re not actively fundraising: Setting the table
Christina Anzel,
Stacey Monteiro Leanos
- 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
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
Lunch
12:45 - 13:30
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
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
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
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
Partner, Human Capital & ESG, 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
Gerald Carton
Partner, Coller Capital
Gerald is a Partner with responsibility for the firm’s Investor Relations activities across Southern Europe and the Middle East. He is based in the firm’s London office. Gerald joined Coller Capital in 2004 and previously spent 14 years in the Invest… Read full bio
Michelle Daubar
Partner, Investor Relations & Communications, Oak HC/FT
Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… 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
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
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
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
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
Ivan Massonnat
Partner, PAI Partners
Ivan first joined PAI in 2000 as a member of the Investment Group, where he was involved in a number of transactions including Elis. In 2004 Ivan started to focus on PAI’s investor relations and fundraising activities. In 2008, he joined Fondations C… 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
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
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
Wayne Wu
General Partner, VMG
Wayne Wu is a General Partners 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.
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 5, 2022
Covid-19 precautions
Will I need to be vaccinated to attend the Investor Relations, Marketing & Communications Forum San Francisco 2022?
Yes. To ensure the safety of all attendees, only individuals who are able to provide proof that they have been fully vaccinated are permitted to enter the event.
Acceptable proof of vaccination includes any of the following:
- CDC vaccination card (physical or digital copy)
- Picture of the card documentation from a healthcare provider
- Personal digital COVID-19 vaccine record issued by the State of California or by an approved private company
Written self-attestation of vaccination status is not an acceptable form of proof for purposes of this requirement. Businesses subject to this new requirement must cross-check proof of full vaccination against each patron’s photo identification.
Will I have to wear a mask at the Forum?
Yes. The state of California has mandated that masks are required in all public areas, except while actively eating and drinking.
Please note the state of California and JW Marriott San Francisco Covid-19 requirements are subject to change. Should any of these updates impact our attendees, additional correspondence will be provided.
Any questions regarding the event and vaccination requirements should be sent directly to customerservices@peimedia.com.
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
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
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
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
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
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 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
Meet investors and leaders in your field
Network with top investors and professionals in IR, marketing, and communications roles to discuss trends, opportunities, and strategies.
Network in person in San Francisco
Connect face-to-face with your peers during networking breaks, an evening drinks reception, roundtable discussions, and more.
Form lasting relationships
Meet with attendees in a similar role as you to discuss solutions to pressing challenges facing industry professionals.