Private Equity
International
International
Investor Relations, Marketing & Communications Global Forum Virtual Experience 2021
9 - 10 September 2021,
Available anywhere
The largest global event for PE fundraisers
Private equity investor relations, marketing, and communications professionals have been in newly chartered territory for over 16 months. However, even with the streamlining of online meetings and working from home, there is still a dislocation in the IR and communications space for regional and global PE firms.
The Investor Relations, Marketing and Communications Global Forum taught best practices in LP relations, branding, communications and marketing strategies from worldwide industry experts.
Highlights included:
- Executing AGMs in the new normal: what will in-person, hybrid, and virtual look like?
- Diversity, Equity, and Inclusion: how to walk the talk
- LP relations, deploying capital, and fundraising in EMEA
- Leveraging Asia’s increasing investor presence
- Communicating post-Covid: managing your reputation
- ESG integration: Developing a dialogue with investors
Benefits of attending
Differentiate
your firm
The Forum’s in-depth sessions were designed to help you formulate effective plans and develop crucial strategies to attract investors.
Discuss how to grow your role at your firm
Attendees heard firsthand accounts of how to grow their profile within the PE-VC space, create value internally and understand critical success factors in your career.
Network with your peers
The Forum has established a reputation as the foremost PE and VC IR event, bringing together the best and brightest in the field.
Fireside chat with CalPERS
Marlene Timberlake D’Adamo
Chief Compliance Officer, Interim Chief Diversity & Inclusion Officer
CalPERS
At the fireside chat, Marlene Timberlake D’Adamo explored the state of communication between investors and fund managers and offered insights from the perspective of a leading investor.
This session helped capital raisers understand how to utilize the power of their portfolios to cement relationships and achieve long-term AUM growth.
Keynote speakers
Jennifer Choi discussed ILPA’s Diversity in Action initiative, bringing together LPs and GPs dedicated to advancing the private equity industry in:
- Diversity
- Equity
- Inclusion
Your commitment to taking action to integrate DE&I principles will propel you and your firm forward in a time where these principles are more pertinent than ever before.
Jennifer Choi
Managing Director, Industry Affairs
ILPA
Claire Fraser
Head of Marketing & Communications
Allianz Real Estate
Claire Fraser spoke on communication & interaction and how to maintain integrity and consistency across your marketing messaging.
Topics included:
- How to strengthen your brand and reputation with integrity through what you say as a business
- The ESG example – how to tell an important yet complex story
- The importance of developing your team and speakers to ensure consistency across internal and external communications
- Team set-up – how strong leadership, diversity and other factors play a role in a successful marketing & communications function
2021 speakers included:
The virtual experience
Experience the Forum on our virtual platform!
Watch our guided video for a preview of what you can expect at this year’s virtual conference.
Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 12 months
» Live Q&A, polling and surveys
» And so much more!
2021 attendees included:
What previous attendees are saying
Kristy DelMuto, LLR Partners
This is the only event for connecting with marketing peers in the private equity industry and I’ve made excellent, year-round contacts from it.
Kelsey Clute, HCI Equity Partners
PEI’s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within private…
Michelle Ball, HKW, Inc.
I have attended a lot of conferences in my career and this was by far the best conference I have ever attended. Practically every panel left me wanting even mor…
Kelsey Clute, HCI Equity Partners
PEI’s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within private equity. It’s two days full of applicable content that is very hard to find elsewhere.
Michelle Ball, HKW, Inc.
I have attended a lot of conferences in my career and this was by far the best conference I have ever attended. Practically every panel left me wanting even more information.
Pre-Event Resources
Learn, engage and connect online
The Forum’s home experience is a web app that provides you with access to 16+ hours of quality streamed content from more than 60+ industry speakers.
Utilize our app to sit in on sessions, breakouts, and even schedule 1-to-1 meetings with hundreds of PE investor relations, marketing and communications professionals.
Watch our video guide for a preview of what you can expect!
Simply join the event online and enjoy from the comfort of your own home
Attend from anywhere
Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.
You also get:
- Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
- Automated reminders
- Live polling and surveys
- Customizable breakout sessions
- On-demand playback gives you access to select sessions for up to 12 months
Mingle with other attendees during our designated networking hours or schedule your own private meetings
Expand your network
Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge.
Take advantage of these benefits:
- Attendee and Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
- Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
- Virtual Meet-ups: Schedule multi-person or one on one video conferences for informal type meetups, allowing you to connect and talk about topics of interest at anytime throughout the event.
Meet with the country’s leading solution providers in our virtual tradeshow
Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers.
Our features include:
- Virtual tradeshow: See what solutions exhibitors and sponsors to help you better serve your employees and your members.
- Automated reminders
- Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.
Frequently asked questions
When are conference sessions and events?
The virtual conference will take place on:
Thursday, September 9: 9:30am EST – 5:00pm ET
Friday, September 10: 9:30am EST – 3:00pm ET
Where can I find the updated schedule of events?
You can view our latest agenda.
How do I access sessions?
A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. To learn more about this platform, please view our “How it works” page.
What is included in the ticket price?
Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of each session.
Are the sessions recorded?
Yes. All registered attendees will have access to all recorded sessions for up to 12 months the event ends. Even if you miss a “live” session, you can watch and re-watch anything that you need!
Will the pricing change?
We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.
What if I already purchased a ticket at the in-person rate?
A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.
What about my hotel reservation?
Please contact the hotel directly regarding your room reservation.
Additional questions?
Please feel free to contact us directly at regny@peimedia.com.
2021 Speakers included:
The event has now ended. Scroll down to browse through the IR, marketing and communications experts who spoke at the Forum. Interested in speaking at the Forum next year? Please contact Melissa Baer at melissa.b@peimedia.com.
Nicole Adrien
Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management
Ms. Adrien is Oaktree’s Chief Product Officer and Global Head of Client Relations. In this capacity, she oversees all aspects of our product management activities, including product design and governance, in addition to providing oversight of the fir… Read full bio
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 Armstrong
Managing Director, Global Head of Marketing & Communications, General Atlantic
Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its… Read full bio
Michael Bane
Head of US Investor Relations, Ardian
Michael Bane joined Ardian in 2011. He established the US Investor Relations team that he currently heads and now comprises of eight professionals between New York, San Francisco, and Santiago. He has been instrumental for developing and maintaining… Read full bio
Devin Banerjee
Senior Managing Editor, LinkedIn
Devin Banerjee is a senior managing editor at LinkedIn, leading a team of journalists and community managers covering key industries such as finance, technology and health care for LinkedIn's membership of 900 million professionals. Prior to joining… Read full bio
Charles Bauer
Partner, EnCap Investments L.P.
Mr. Bauer serves as the head of investor relations and fundraising for EnCap Investments. Prior to joining EnCap in 2010, Mr. Bauer spent five years overseeing the investor relations and fundraising efforts of HM Capital Partners, a middle-market buy… Read full bio
Selena Baxa
Principal, Client Relations, IFC Asset Management Company
Selena joined AMC in 2011 after 11 years at IFC, where she was an Investment Officer in both the East Asia Department and the Global Financial Markets Department, and a Senior Strategy Officer in the Corporate Strategy Department. Prior to joining IF… Read full bio
Sam Bendix
Managing Director – Equity Capital Markets & Investor Relations, Landmark Properties
Sam Bendix, Managing Director of Equity Capital Markets and Investor Relations is responsible for developing and managing relationships with Landmark’s current and prospective investors. Mr. Bendix also oversees the development of investment structur… Read full bio
Jenny Blinch
Global Head of Communications, Partners Group
Jenny Blinch is Partners Group's Global Head of Communications, based in London. She joined Partners Group in 2012 and has 16 years of industry experience. Prior to joining Partners Group, she was a journalist covering private equity and institutiona… 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
Anamica Broetz
Head of Coverage & IR, DWS Private Equity
Anamica Broetz heads the client coverage and investor relations team for PE and Impact Investing globally, within DWS’ broader Private Markets specialist sales team. In her role she leads the fundraising efforts, including all aspects of limited part… Read full bio
Paige Brotherton
Partner, Coller Capital
Paige is a Partner at Coller Capital and oversees the firm’s Investor Relations activities in the US, Canada and Latin America. Paige joined Coller in 2007 and spent 12 years on Coller’s investment team, most recently as an Investment Partner. She is… Read full bio
Judy Chambers
Managing Principal, Private Markets Consultant, Meketa
Judy is Managing Principal and Board Member at Meketa Investment Group where she is a Private Markets Consultant. Additional responsibilities at Meketa include, Emerging & Diverse Manager Committee, Co-Chair, Diversity Leadership Committee, Priva… Read full bio
Gerald Carton
Partner, Investor Relations, 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
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
Jennifer Choi
Managing Director, Industry Affairs, ILPA
As Managing Director of Industry Affairs for the Institutional Limited Partners Association (ILPA), Jennifer Choi directs the association’s engagement with industry stakeholders to inform and enhance ILPA’s advocacy and best practices in response to… Read full bio
Nadia Damouni
Managing Director, Prosek Partners
Nadia Damouni is a Managing Director at Prosek Partners where she advises both public and private companies on communications strategies for significant business announcements, including M&A transactions, SPACs, restructurings, litigation, and ex… Read full bio
Chris Davison
Partner, Head of Investor Relations, Permira
Chris leads Investor Relations for the firm globally. He serves on the Firm Operations Committee. He joined Permira in 2005, having previously launched a PE research business at Almeida Capital/AltAssets and worked as a finance and economics writer a… 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
Kristy DelMuto
Senior Director, Strategic Marketing, LLR
Kristy DelMuto is the Vice President of Strategic Marketing at LLR Partners. With more than $5.8 billion raised across six funds, LLR provides capital for growth, recapitalizations and buyouts to technology and healthcare companies. As the leader of… Read full bio
Kristin DePlatchett
Partner, Head of Investor Relations, Trilantic North America
Kristin DePlatchett is a Partner and Head of Investor Relations at Trilantic North America. Her primary focus is on the firm’s fundraising and investor relations efforts. Kristin is a member of Trilantic North America’s ESG committee which helps to d… Read full bio
Giada De Mattia
Partner, StepStone Group
Ms. De Mattia is a Partner and member of the business development team and is responsible for managing client relationships in Italy, Spain, Portugal. Prior to StepStone, Ms. De Mattia was part of the investment team at Greenpark Capital, a secondary… Read full bio
Nicole Downer
Managing Partner, MV Credit
Joined in 2005 - Managing Partner and Head of Investor Solutions, managing a number of strategic relationships of the firm. Nicole is also a member of the Management Committee. Prior to MV Credit, Nicole was a Managing Director at Deutsche Bank where… Read full bio
Chip Duggins
Director, Lazard Private Capital Advisory
Chip Duggins co-leads Lazard PCA’s project management team in North America. In that capacity, he advises clients on fundraising and secondary assignments and has executed transactions across a wide range of investment strategies, including buyout, g… Read full bio
Tom Eckersley
Head of Marketing, Hg
Tom is the Head of Marketing at Hg. He leads a strategic marketing team with a primary aim to assist Hg’s deal teams with outbound origination and deal transactions, using digital and traditional marketing and communication strategies to target found… Read full bio
Cathleen Ellsworth
Partner, Lindsay Goldberg
Cathleen is a Partner at Lindsay Goldberg and leads the firm’s capital raising and investor relations efforts. Previously, Cathleen served as Managing Director, Head of Fundraising & Investor Relations and Co-Head of GEPIF Co-Investments and Capi… Read full bio
Fiona Evans
Head of Marketing, ECI
Fiona is Head of Marketing at ECI Partners, a leading growth-focused mid-market private equity firm, managing c.£1.7 billion on behalf of its institutional investors. At ECI Fiona is focused on building the ECI brand, improving communications, suppor… Read full bio
Katie Fasken
Managing Director, Slate Asset Management
Katie is a Managing Director of Slate Asset Management. She is responsible for leading capital raising and investor relations efforts for Slate and its businesses. Katie joined Slate in 2016. Prior to joining Slate, Katie was on the financial institu… Read full bio
Thomas Franco
Partner, Clayton, Dubilier & Rice
Mr. Franco joined CD&R in 2006 after advising the Firm for 15 years. He is responsible for managing relationships with critical external stake-holders, including limited partners. He leads the fundraising team and is involved in related capital a… Read full bio
Claire Fraser
Head of Marketing & Communications, Allianz Real Estate
Claire Fraser is the Head of Marketing & Communications at Allianz Real Estate where she is responsible for the way the business communicates – both internally and externally – and the marketing of its brand and its buildings. She joined the comp… Read full bio
Melissa Greenberg
Head of Investor Relations, North Peak Capital
Melissa is the Head of Marketing and Investor Relations at North Peak. She is responsible for developing and fostering relationships with institutional investors and servicing existing clients. Melissa spent over five years as a Director at Protocol… Read full bio
Tracy Harris
Partner – Investor Relations & Product Strategy, Siris
Ms. Harris joined Siris in 2019. She was most recently a Partner at StepStone Group, where she served as a senior member of the small buyout, growth equity and venture capital sector teams and led the firm’s ESG strategy. Prior to joining StepStone,… Read full bio
Warren Hibbert
Managing Partner, Asante
Warren is a Founder and Managing Partner at Asante. Warren manages a number of the firm’s global fundraisings and maintains relationships with investors throughout Europe, North America, the Middle East and Asia. Prior to co-founding Asante, Warren s… Read full bio
Amber Hilkene
Partner, Chief Growth Officer, Stanley Capital Partners
Amber heads up Stanley Capital’s investor relations and fundraising activities as well as leading and overseeing the strategic development of new tangential products and AUM growth over time. She has over 20 years of experience in the private equity… Read full bio
Eliot Hodges
Chief Executive Officer, Anduin
Eliot Hodges is the CEO of Anduin, a Silicon Valley technology company building the infrastructure to make the private market as efficient and transparent as the public one. Prior to Anduin, Eliot ran Growth at Anchorage, an A16Z-backed crypto techno… Read full bio
Catherine Hornaday
Vice President, StepStone Group
Ms. Hornaday is a member of the investor relations team, focusing on marketing and business development at StepStone Group, a global private markets firm overseeing US$427 billion of private capital allocations, including US$86 billion of assets unde… 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
John Ide
Managing Director, Star Mountain Capital
Mr. Ide is a senior executive with 30+ years of experience advising some of the world’s largest and most sophisticated institutions and family offices on their investments as well as strategically guiding operating companies as their trusted corporat… 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
Saloni Jhaveri
Head – Investor Relations and Partnerships, NIIF
Saloni has over two decades of experience in private equity, mergers and acquisitions, corporate finance, and strategy, having worked in the US and India. In her career, she has successfully negotiated, executed and closed several cross-border and do… Read full bio
David Kimis
Member, Private Funds Advisory Group, Lazard
David Kimis is a Director in the Private Capital Advisory group at Lazard and leads investor coverage in Asia Pacific and the Middle East. He has 13 years of experience in primary capital raising, secondary liquidity solutions and co-investments acro… Read full bio
Robert Klein
Partner, RedBird Capital Partners
Robert Klein is a Partner of the firm. Prior to joining RedBird, Robert spent ten years at JPMorgan, most recently as Global Head of the Alternative Investments Group — a hedge fund, private equity/credit and real estate platform with over $80 billio… Read full bio
David Korngold
Director, BSR
David leads BSR’s financial services team in engaging with more than fifty private equity firms, asset managers, banks, and financial technology companies. He advises companies on integrating sustainability into corporate strategy, investment managem… Read full bio
Cheryl Krauss
Chief Communications Officer, Barings
Cheryl Krauss is Barings’ Chief Communications Officer and a member of Barings’ Senior Leadership Team. Cheryl is responsible for driving strategic direction and oversight for executive and internal communications, client communications, social media… Read full bio
John Kremer
Partner & Head of Investor Relations, Adams Street Partners
John focuses on the development of institutional client and consultant relationships and works with other members of the Investor Relations Team to serve the needs of Adams Street Partners’ clients. Before joining the firm, John was the Credit Suisse… Read full bio
Taylor Lawrence
Managing Director, Everstone
Taylor Lawrence joined Everstone as a Managing Director in Business Development in 2018 and has over 16 years of experience. Most recently, Taylor was the Head of Marketing and Investor Relations at Wellspring Capital, a mid-market private equity fir… Read full bio
Chloe Lavedrine
Managing Director, Centerbridge Partners
Chloé joined Centerbridge in 2014 and focuses on the Firm’s marketing and fundraising efforts, as well as investor relations activities. Prior to joining Centerbridge, Chloé was a Principal in the European Client and Partner Group at KKR & Co. L.… Read full bio
Lisa Lee
Managing Director, Business Development, Providence Equity
Lisa Lee is a managing director based in our New York office, where she focuses on business development activities. Prior to joining Providence in 2015, Ms. Lee was a managing director at CVC Capital Partners where she was responsible for managing th… Read full bio
Matthew Malone
Partner, Privcap
Privcap Media creates virtual experiences through video and content creation for private equity and real estate firms across the globe. Privcap marries deep subject-matter expertise with sophisticated creative capabilities, which means less work for… Read full bio
Mary Catherine Manin
Managing Director and Head of Marketing & Investor Relations, Stone Point Capital
Mary Catherine Manin is Managing Director and Head of Marketing and Investor Relations at Stone Point Capital. Since joining Stone Point in 2014, Mary has been involved in the firm’s fundraising, investor relations and marketing efforts. Mary also se… 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
Alexis Maskell
Partner, Head of Investor Relations, BC Partners
Alexis joined BC Partners in May 2021. Previously, Alexis worked at Citigroup, where he was a Managing Director and Head of the Financial Sponsors Group for EMEA. Alexis brings over two decades of investment banking experience having spent the first… Read full bio
Kate McGann
Principal, Corporate Marketing and Communications, Hamilton Lane
Kate is a Principal at Hamilton Lane in the Marketing and Communications Department, responsible for the firm’s media and public relations efforts. Prior to joining Hamilton Lane in 2016, Kate was a Director with Broadridge Financial Solutions (NYSE:… Read full bio
Roseita Monteiro
Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
Roseita Monteiro is responsible for supporting investor relations, capital sourcing, and marketing activities for Manulife Investment Management’s private equity & credit team. Prior to joining the firm in 2018, she worked at Lightyear Capital fo… 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
Bassirou Niang
Fundraising and Investor Relations. DPI
Bassirou Niang is a Vice President at Development Partners International (DPI), a leading Pan African private equity firm with $2 billion under management. He plays a leading role in all aspect of fundraising and investor relations activities includi… Read full bio
Reyno Norval
Managing Director, Asante
Reyno is a Managing Director at Asante, managing US and European fundraisings and maintaining relationships with investors throughout Europe, Asia and North America. Reyno was previously a Director at Asante, before moving across to Orion Energy Part… Read full bio
Deepa Patil Madhani
Head of Investor Relations, One Rock Capital
Deepa Patil Madhani is the Head of Investor Relations of One Rock Capital Partners, LLC. Before joining One Rock, Ms. Madhani was part of the Capital Partnering Team at General Atlantic, where she focused on investor relations. Prior to General Atlan… Read full bio
Drake Paulson
Director, Nasdaq Private Fund Solutions
Drake Paulson is Managing Director of Nasdaq Private Fund Services, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of To… 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
Sarah Pringle
Editor, PE Hub
Sarah Pringle is an Editor at PEI’s PE HUB, where she has specialized in covering healthcare private equity activity since 2017. Prior to joining PE Hub, Pringle covered M&A and private equity at The Deal, reported on U.S. and Canadian equity mar… Read full bio
Tess Pula
Executive - Sustainability, Macquarie Asset Management
Ms. Pula is responsible for Macquarie Infrastructure and Real Assets (MIRA) global ESG approach for real estate assets, including driving forward portfolio decarbonization. She coordinates the implementation of ESG strategy across MIRA’s real estate… Read full bio
Joe Scannell
Senior Vice President, Head of Digital, Prosek Partners
Joe Scannell is Senior Vice President, Head of Digital at Prosek Partners. In this role, he specializes in advising private investment firms and publicly-traded financial institutions on strategic digital communications, including corporate brand mar… Read full bio
Joshua Segel
Director, Allianz
Joshua Segel is a Director at Allianz Capital Partners, where he covers the US private equity market across primary funds, co-investments and secondaries. Allianz Capital Partners is the internal private equity group of Allianz, Europe’s largest insu… Read full bio
Stacie Selinger
Managing Director, Head of Investor Relations, GCM Grosvenor
Ms. Selinger is Head of Investor Relations, leading the firm’s efforts to engage with public investors and the equity research community, and leads Strategy and Corporate Development, where she focuses on firm-wide initiatives, product development, a… Read full bio
David Snow
Partner, Privcap
Prior to co-launching Privcap in September 2011, David Snow was a financial journalist covering the alternative investment market for 13 years. He began his career in 1998 at Thomson Reuters where he became editor of Buyouts magazine. He later joined… Read full bio
Jordan Stutts
Senior Reporter, New Private Markets
Jordan is a senior reporter for PEI Media’s sustainable investment-focused publication New Private Markets, where he covers how the finance industry impacts people and the environment. Jordan is based in New York and has written for PEI’s various pub… Read full bio
Debbi Sutuntivorakoon
Principal, Axiom Asia Private Capital
Debbi Sutuntivorakoon joined Axiom Asia in 2016. She is responsible for portfolio monitoring, investor communications and Investor Partnership Services. Prior to joining Axiom, Debbi worked at EXS Capital in Hong Kong where she focused on deal execut… 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
Marlene Timberlake D’Adamo
Chief Diversity, Equity, and Inclusion Officer, CalPERS
Marlene Timberlake D'Adamo joined the CalPERS executive team in April 2016 as our chief compliance officer, responsible for all aspects of the Enterprise Compliance Division. She brings more than 25 years of finance and investment experience to her r… Read full bio
Fraser Van Rensburg
Managing Partner, Asante
Fraser is a Founder and Managing Partner at Asante. Fraser manages a number of the firm’s global fundraisings and maintains relationships with investors throughout Europe, North America, the Middle East and Asia. Prior to co-founding Asante, Fraser s… Read full bio
Elizabeth Wahab
Chief Operating Officer and Head of Investor Relations, Cornell Capital
Elizabeth is the Chief Operating Officer and Head of Investor Relations at Cornell Capital. Prior to joining the firm in 2018, she spent four years at Viking Global Investors as Head of Investor Relations, Human Resources and the Viking Global Founda… Read full bio
Kristin Williamson
Head of Corporate Marketing and Communications, Hamilton Lane
Kristin is a Managing Director at Hamilton Lane and Head of the firm’s Corporate Marketing & Communications Department, which includes Public Relations, Marketing, Events and Creative Services. She is also a founding member of the firm’s Diversit… Read full bio
Christable Yau
Partner, StepStone Group
Ms. Yau is a Partner at StepStone Group Inc. (Nasdaq: STEP), a global private markets firm that provides customized investment, portfolio monitoring and advice to investors. At StepStone, Ms. Yau is a member of the senior team that focuses on investo… Read full bio
Taehyun Yum
Principal, HarbourVest
Taehyun Yum joined HarbourVest in 2015 and focuses on supporting investment activity and investor relations in Korea. He joined the Firm from Unitas Capital, where he was an associate focused on financial modeling and the analysis of potential acquis… Read full bio
Sarah Zhang
Principal, Client and Partner Group, KKR Asia
Sarah Zhang is a Principal in the Client and Partners Group at KKR. She joined KKR in 2015 and is currently a product specialist focused on Private Markets products. She has been involved in the Firm's capital raising activities across Private Equity… Read full bio
2020 Advisory board
Built with PE & VC IR and Marketing/Communications professionals
We source insights from our distinguished line-up of advisors representing a broad variety of private equity and venture capital firms to make sure our agenda addresses the topics integral to modern investor relations and communications.
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
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
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
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
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
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
2021 Agenda
The event has now ended. Scroll down to browse through the sessions that occurred at the Forum.
*Please Note: All session times listed are in Eastern Time (EDT)
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Agenda
Day 1 - Thursday, September 9th - Thursday 9th
Global opening remarks
09:00 - 09:10
Global forum welcome and opening remarks
Firechat chat
09:05 - 09:55
Fireside Chat: Speaking the LP language—insights to improve your positioning and pitching
Drake Paulson
With every LP touchpoint an opportunity to build trust, relationships and a potential future commitment, the fundraising lifecycle is anything but linear and “always-on.” But LP preferences are changing, and fundraisers are facing increasing competition and full re-up calendars. Making sure messaging and positioning is compelling, transparent and differentiated has never been more important.
This session will explore the state of LP/GP communication and offer insights from the perspectives of a leading investor to help capital raisers understand how they can utilize the power of their portfolio to cement relationships and long-term AUM growth.
Moderator:
Drake Paulson, Director, Nasdaq Private Fund Solutions
Panelist:
Michael St. Germain, Vice President, Segal Marco
Plenary sessions
09:55 - 10:30
The transformation of IR and what the future holds
Jason Jerista,
Nicole Adrien,
Charles Bauer,
Sam Bendix,
Paige Brotherton,
Thomas Franco
- How Investor Relations has evolved over the past 18 months
- Emerging opportunities that have surfaced
- How the industry has thrived amid uncertainty
- Developing new relationships without face-to-face meetings
- Performing due diligence in an unprecedented environment
- How to embrace and leverage the new normal
- Building back confidence with investors
- New processes for actively fundraising and sourcing deals in the era of Covid
Moderator:
Jason Jerista, Managing Director, Investor Relations, LLR
Panelists:
Nicole Adrien, Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management
Charles Bauer, Partner, EnCap Investments
Sam Bendix, Managing Director, Investor Relations, Landmark Properties
Paige Brotherton, Partner, Investor Relations, Coller Capital
Thomas Franco, Partner, Clayton, Dubilier & Rice
10:40 - 11:25
Top trends for effective IR marketing & communication
John Thompson,
Jenny Blinch,
Tom Eckersley,
Fiona Evans
- Creating a consistent and transparent message
- Online networking
- Differentiating your brand message in a competitive market
- Enhancing LP interaction
Moderator:
John Thompson, Global Communications Director, Actis
Panelists:
Jenny Blinch, Global Head of Communications, Partners Group
Tom Eckersley, Head of Marketing, Hg
Fiona Evans, Head of Marketing, ECI
11:25 - 12:10
IR communication after Covid: beyond crisis management
Nadia Damouni,
Mary Armstrong,
Melissa Greenberg,
Cheryl Krauss
- What are a firm’s communication responsibilities in an unprecedented year?
- How to prevent overcommunication and information overload
- What opportunities have risen from the past year?
- Embracing and implementing new technology
Moderator:
Nadia Damouni, Managing Director, Prosek Partners
Panelists:
Mary Armstrong, Senior Vice President, Global Head of Marketing and Communication, General Atlantic
Melissa Greenberg, Head of Investor Relations, North Peak Capital Management
Cheryl Krauss, Chief Communications Officer, Barings
12:10 - 12:55
AGMs in the new normal: What will in-person, hybrid, and virtual meetings look like?
Karen Bommart,
Catherine Hornaday,
Matthew Malone,
Alexis Maskell
- Tips to prepare you for your annual meeting season
- Logistics and best practices amid precautions and restrictions
- Investor expectations
- Virtual vs. hybrid vs. in-person meetings: how to drive attendance
- Where to allocate resources
- IR and Communications team collaboration
Moderator:
Karen Bommart, Head of Investor Relations, Battery
Panelists:
Catherine Hornaday, Vice President, StepStone Group
Matthew Malone, Partner, Privcap
Alexis Maskell, Partner, Global Head of Investor Relations, BC Partners
Keynote address
12:55 - 13:30
A conversation with ILPA’s Managing Director, Jennifer Choi: Best practices for incorporating DE&I into your role and organization
Jennifer Choi
Presenter:
Jennifer Choi, Managing Director, Industry Affairs, ILPA
Plenary sessions
13:30 - 14:15
ESG integration & stakeholder expectations: Developing the dialogue with investors
Jordan Stutts,
Christine Anderson,
David Korngold,
Stacie Selinger ,
John Thompson
- Keeping pace with investor expectation
- Incorporating ESG into your narrative
- ESG-related disclosures
- Harnessing the evolution of social issues
- Has COVID-19 accelerated the prominence of ESG?
- Avoiding greenwashing
Moderator:
Jordan Stutts, Senior Reporter, New Private Markets
Panelists:
Christine Anderson, Global Head of External Relations, Blackstone
David Korngold, Director, BSR
Stacie Selinger, Managing Director, Head of Investor Relations, GCM Grosvenor
John Thompson, Global Communications Director, Actis
14:15 - 15:00
The new age of marketing and communications: Lessons we were forced to learn
Eliot Hodges,
Katie Fasken,
Irene Hong Edwards,
Stacey Monteiro Leanos,
Kristin Williamson
- Articulating your capital deployment strategy to investors
- Investor communication in a remote environment
- Alternative streams of marketing your brand
- Trends in LP appetite: allocations during the pandemic and beyond
- Messaging during a crisis recovery
- Forming virtual relationships
Moderator:
Eliot Hodges, Chief Executive Officer, Anduin
Panelists:
Katie Fasken, Managing Director, Slate Asset Management
Irene Hong Edwards, Principal, Head of Investor Relations, Lovell Minnick Partners
Stacey Monteiro Leanos, Director of Investor Relations, ACME
Kristin Williamson, Managing Director, Head of Corporate Marketing & Communications, Hamilton Lane
15:00 - 15:45
Optimizing your digital strategy: embracing change
Joe Scannell,
Devin Banerjee,
Lindsay DeLarme,
Kristy DelMuto
- Embracing new technologies and subscription models
- Conveying your message via social media
- Compliance considerations
- Utilizing podcasts and webinars
- Website dos and don’ts
Moderator:
Joe Scannell, Senior Vice President, Head of Digital Communication, Prosek Partners
Panelists:
Devin Banerjee, Editor at Large, LinkedIn
Lindsay DeLarme, Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management
Kristy DelMuto, Vice President, Strategic Marketing, LLR Partners
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Read bio
15:45 - 16:30
LP insight: Aligning and maintaining successful relationships
Fraser Van Rensburg,
Gina Lee Peyton,
Joshua Segel,
Christable Yau
- Understanding investor expectations
- Investor appetite and allocation in 2020/2021
- Communication dos and don’ts
- Messaging fundamentals
- Differentiating and tailoring your message
Moderator:
Fraser Van Rensburg, Managing Partner, Asante
Panelists:
Gina Lee Peyton, Head of Capital Fundraising & Partner, Castlelake
Joshua Segel, Director, Allianz
Christable Yau, Partner, StepStone Group
16:30 - 17:10
Strengthening and differentiating your fundraising strategy
Chip Duggins,
John Ide,
Lisa Lee,
Roseita Monteiro
- Positioning your investment strategy and tailoring your messaging
- Adapting to current environments and pivoting your fundraising strategy
- Online fundraising tips
- LP communication throughout a pandemic
- Differentiating your firm when fundraising
- Forecasting challenges in 2022 and beyond
Moderator:
Chip Duggins, Director, Lazard Private Capital Advisory
Panelists:
John Ide, Managing Director, Star Mountain Capital
Lisa Lee, Managing Director, Business Development, Providence Equity
Roseita Monteiro, Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
Roseita Monteiro
Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
Read bio
17:20 - 17:55
Fireside chat with CalPERS’ Chief Diversity, Equity, and Inclusion Officer, Marlene Timberlake D’Adamo
Marlene Timberlake D’Adamo,
Sarah Pringle
End of Day 1 of Conference
18:00 - 18:00
Please join us for Day 2 of the conference beginning at 9:00 am EDT
Agenda
Day 2 - Friday, September 10th - Friday 10th
Morning keynote
09:00 - 09:40
Fireside chat with CalPERS’ Chief Diversity, Equity, and Inclusion Officer, Marlene Timberlake D’Adamo *Previously aired September 9
Marlene Timberlake D’Adamo,
Sarah Pringle
Think Tanks: Please join us for interactive, and in-depth conversations facilitated by our speakers and industry leaders.
09:40 - 10:25
Advanced IR: Best practices from industry leaders
Michael Bane,
Selena Baxa,
Reyno Norval
*This is an expert-level session and recommended for experienced IR professionals.
Facilitators:
Michael Bane, Head of US Investor Relations, Ardian
Selena Baxa, Principal, Client Relations, IFC Asset Management Company
Reyno Norval, Managing Director, Asante
09:40 - 10:25
Emerging IR: Taking your career to the next level
Kristin DePlatchett,
Taylor Lawrence,
Deepa Patil Madhani
*This session is recommended for those in the beginning stages of their IR career or looking to take their position to the next level.
Facilitators:
Kristin DePlatchett, Partner, Head of Investor Relations, Trilantic North America
Taylor Lawrence, Managing Director, Everstone
Deepa Patil Madhani, Head of Investor Relations, One Rock Capital
Plenary sessions
10:25 - 11:10
Diversifying your investor base
Warren Hibbert,
Robert Klein,
Taylor Lawrence,
Bassirou Niang
- How to secure funding from international investors
- Working with a placement agent
- Positioning innovative investment strategies
- New strategies for finding foreign and domestic LPs
- Working with global teams
- Alternative processes of active fundraising
Moderator:
Warren Hibbert, Managing Partner, Asante
Panelists:
Robert Klein, Partner, Redbird Capital Partners
Taylor Lawrence, Managing Director, Everstone
Bassirou Niang, Fundraising and Investor Relations, DPI
11:10 - 11:55
Video for LP Communications: Opportunities and Challenges
David Snow,
Judy Chambers,
Cathleen Ellsworth
Presentation by David Snow, Partner, Privcap
Following session interview:
Moderator:
David Snow, Partner, Privcap
Panelists:
Judy Chambers, Managing Principal, Private Markets Consultant, Meketa
Cathleen Ellsworth, Partner, Lindsay Goldberg
11:55 - 12:40
The role of IR inside the GP organization: Managing expectations
Tracy Harris,
Selena Baxa,
Karen Bommart,
Amber Hilkene
- Communication factors to consider when working with a remote team
- Guiding your portfolio team through the pandemic and beyond
- Keeping the company narrative consistent inside your organization
- Working with internal teams: communicating changes and initiatives
- Disclosing bad news
Moderator:
Tracy Harris, Partner – Investor Relations & Product Strategy, Siris
Panelists:
Selena Baxa, Principal Investment Officer, Client Relations, IFC Asset Management Company
Karen Bommart, Head of Investor Relations, Battery
Amber Hilkene, Partner, Head of Investor Relations & Communication, AnaCap
01:00 - 13:00
End of Conference
Partner with us
The Forum offered a unique opportunity for organizations to raise their profile by meeting with private equity & venture capital investor relations, marketing and communications professionals across two days of sessions.
For exclusive sponsorship packages for 2021, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
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Agenda
Day 1 - Thursday 9th - Thursday 9th
Time zone in UTC+8 (Hong Kong/Singapore)
15:50 - 16:00
APAC welcome and opening remarks
04:00 - 04:45
APAC Spotlight: Cross-border fundraising activity and strategies
David Kimis,
Saloni Jhaveri,
Debbi Sutuntivorakoon,
Taehyun Yum,
Sarah Zhang
- The growth of in-house fundraising teams
- Investor communications strategies during Covid
- Inbound and outbound capital raising
- Tailoring investment strategies to LPs
- Approaches for working with placement agents
Moderator:
David Kimis, Private Fund Advisory Group, Lazard
Panelists:
Saloni Jhaveri, Head – Investor Relations and Partnerships, NIIF
Debbi Sutuntivorakoon, Principal, Axiom Asia Private Capital
Taehyun Yum, Principal, HarbourVest
Sarah Zhang, Principal, Client and Partner Group, KKR Asia
View agenda page
Agenda
Day 1 - Thursday 9th - Thursday 9th
Time zone in UTC+1 (London)
12:00 - 12:10
EMEA welcome and opening remarks
12:10 - 13:00
EMEA Spotlight: Navigating barriers, maintaining relationships, deploying capital
Anamica Broetz,
Gerald Carton,
Chris Davison,
Giada De Mattia,
Nicole Downer,
Chloe Lavedrine
- Developing LP relationships
- Securing and growing foreign capital
- Rethinking your investor base due to Brexit
- Tailoring your investment strategy
- Solutions to key issues and regulations when marketing a fund
- Maneuvering the complexities of AIFMD
Moderator:
Anamica Broetz, Head of Coverage & IR, DWS Private Equity
Panelists:
Gerald Carton, Partner, Coller Capital
Chris Davison, Head of Investor Relations – Partner, Permira
Giada De Mattia, Partner, StepStone Europe
Nicole Downer, Managing Partner, MV Credit
Chloe Lavedrine, Managing Director, Centerbridge Partners
13:00 - 14:00
Fireside chat
Tess Pula,
Claire Fraser
Moderator:
Tess Pula, Executive – Sustainability, Macquarie Asset Management
Panelist:
Claire Fraser, Head of Marketing & Communications, Allianz Real Estate
