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.
Agenda
Day 1 - Wednesday 7th
Structuring and streamlining the in-house marketing team
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 bioBuilding IR careers in VC: Navigating the dynamic VC asset class as an IR professional
Opening remarks
Chairperson's 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
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
Ivan Massonnat, Partner, PAI Partners
Ravali Parsa, Director of Investor Relations, Aurora Capital Partners
Networking break
Keynote interview
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
Panelists:
Gerald Carton, Partner, Coller Capital
Ralph DeBernardo, Partner & Head of Investor Relations, Sapphire Ventures
Networking luncheon
Track 1: 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
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
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
Track 3: 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
Panelists:
Jimmy Carrion, Senior Vice President, Investor Relations, Lloyd Jones

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

Crafting your story to better your pitch
Press relations: Friend or foe?
Leveraging venture capital to drive innovation
Cocktail reception
Agenda
Day 2 - Thursday 8th
Opening remarks
Keynote address
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 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
Stacey Monteiro Leanos, Director of Investor Relations, ACME Capital
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

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

Gerald Carton
Partner, Coller Capital

Michelle Daubar
Partner, Investor Relations & Communications, Oak HC/FT

Ralph DeBernardo
Partner & Head of Investor Relations, Sapphire Ventures

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

Karen Derr Gilbert
Partner, FTV Capital

Michael Hong
Partner, Davis Polk

Amrita Mainthia
VP, Investor Relations, General Catalyst

Eileen Mancera
Managing Director, Post Advisory Group

Ivan Massonnat
Partner, PAI Partners

Stacey Monteiro Leanos
Director of Investor Relations, ACME Capital

Ravali Parsa
Director of Investor Relations, Aurora Capital Partners

Annis Steiner
Principal, Marketing & Communications, FTV Capital

David Wells
Partner, Prosek

Wayne Wu
General Partner, VMG
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

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
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.