International
Investor Relations & Fundraising Forum San Diego 2024
25 - 26 September 2024,
The Westin San Diego Bayview, San Diego
Maximize your firm's fundraising potential
The Investor Relations & Fundraising Forum connects leading professionals within private markets and venture capital to discuss a changing fundraising environment.
Improve your strategy by hearing from market leaders about best practices and trends in fundraising, investor relations, branding, communications, marketing, and more.
Discover solutions to your most pressing challenges through engaging panels, interactive roundtable discussions, and extensive networking opportunities.
The Forum will connect you with peers to exchange ideas on the changing fundraising landscape, how to navigate oncoming headwinds, and significant day-to-day pain points.
Save $575+ on your ticket when you register before June 7.
Why attend the forum?
Improve your strategy
Industry thought-leaders will discuss emerging trends and best practices to improve your investor relations, marketing, and fundraising strategies.
Overcome your challenges
This year’s forum features exclusive keynotes, panels, roundtable discussions, networking opportunities, and more to help answer your most pressing questions.
Build your network
Consult with your peers to discuss significant day-to-day pain points, the competitive fundraising landscape, and how to differentiate your firm from the rest.
Key agenda themes
The 2024 agenda is developed through consultation with influential IR leaders in private markets and venture capital.
The topics covered will provide necessary guidance to improve processes and practices within firms, such as:
- Building credibility with investors
- Preparing for conversations with LPs around negative news
- Maintaining brand awareness and integrity while fundraising
- Forging partnerships that can withstand times of stress
- Understanding how AI is shaping the market
- Uncovering what really matters to investors
- Determining best approaches for targeting family offices
- And more…
Join a world-class community of IR professionals, including:
2023 speakers
What our attendees say about the Forum
Kate Gallego
Data & Operations Specialist, CIVC Partners LP
This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats…
Rikki Gibson
Senior Associate, Northleaf Capital Partners
A great event to network with and learn from other private markets marketing professionals.
Andrew Hines
Marketing Manager, Pacific Current Group
As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strat…
Kate Gallego
Data & Operations Specialist, CIVC Partners LP
This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats in their role. The speakers were very helpful having excellent experiences at a range of firms and the moderators kept the pace of the Q&A and topic. The highlight was the small groups, where I was able to network and share part of my story and hear others’ stories. It was a positive networking experience and I will definitely attend this conference again in the future.
Agenda
Download the 2024 preliminary agenda to see a sample of which timely and relevant topics will be covered at this year’s Forum.
If you are interested in a speaking role please contact contact Brian Anderson at brian.a@pei.group.
2023 speakers
Have a topic you would like to discuss at this year’s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.
Be part of industry-leading events for global private equity professionals
Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.
Pre-Event Resources
Venue
All forum sessions will take place at the Westin San Diego Bayview.
400 W Broadway
San Diego, CA 92101
2023 advisory board
Connect with industry leaders
Join the forum to network with an expansive community of investor relations, marketing, and communications professionals from leading private markets and venture capital firms.
Learn how to secure more capital, improve your marketing strategy, and make the most of your communication efforts by conversing with industry experts throughout the event.
Make lasting connections with your peers by participating in:
- Think tanks
- Roundtable discussions
- Networking breaks
- End-of-the-day reception
- And more!
Past attendees include...
Build customer engagement strategies to raise capital
In 2023, the Private Equity Customer Engagement Workshop equipped attendees with strategies to identify new sources of capital and build strong relationships with investors.
Through roundtable discussions, we covered a range of topics including:
- Building your firm’s brand for success
- Using technology to prospect, attract and retain investors
- How to produce successful annual general meetings for prospects and investors
- Creating SEC compliant marketing materials and data visualizations
- And more…
Why you need to attend
Solidify your brand
The focused roundtable discussions look to give you the tools needed to create a brand for your fund that investors can trust.
Streamline your tech
Our roundtable facilitators will show you how to leverage new technologies to improve and streamline firm processes.
Simplify your reporting
Learn how to create effective and compliant performance reports.
Roundtable discussions that will improve your strategies
Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various customer engagement topics that are important to investor relations, marketing & communications professionals.
Throughout the afternoon, facilitators will rotate tables to ensure all delegates participate in each discussion.
Brand road mapping
- How to identify investor targets – who are they, and what do they want
- How to manage multiple stories for multiple investor types
- Content marketing for private investors
Designing compelling and compliant marketing materials, reports, and data visualizations
- What makes a piece of marketing collateral in the private investment industry compliant with the SEC Marketing rule?
- The SEC Marketing rule – undertaking the task of educating your investors on how to read and interpret SEC Marketing rule compliant reports
- Tools and techniques for data visualization: data collection, analysis, distribution
Using technology to prospect, attract and retain investors
- CRM best practices to manage investor relationships
- Using social media platforms and tools to attract, retain, and cultivate new investor relationships
- Using data to identify new prospects
Executing your next AGM
- In-person, digital, or hybrid event production strategies? How do you get the right mix of strategies for your AGM?
- Agenda design and writing
- Event vendor management and tool selection
Differentiate your firm from the rest
As investors become more selective about who they’re investing in, it’s more important than ever to make sure your firm is standing out in the crowd. The 2023 Forum ensured that attendees had an effective marketing and communications strategy that was backed by a solid brand.
It included engaging panel discussions, interactive think tanks for marketing professionals only, an exclusive keynote discussion, and much more over the two-day forum.
Sessions crucial to your role
Explore some of the marketing and communications discussions presented in 2023.
Crisis communications
Keynote panel: Day 1 | 9:15-10am
We’re excited to have General Catalyst’s Vice President of Brand & Communications, Sue Kwon lead a discussion on how to effectively manage your communication strategies during a crisis.
She’ll take a deep dive into lessons learned from the SVB collapse and how your firm can be proactive in preparing for any potential crises.
Rebrand strategies
Panel discussion: Day 1 | 3:30-4:20pm
It all starts with your brand and who your firm is. This session will dive into when and why you should rebrand and the steps needed to make sure it’s solid from the ground up.
Our panelists will also discuss the most impactful changes internally within your firm as well as externally in the market.
Technology
Panel discussion: Day 1 | 4:25-5:15pm
As technology continues to advance, it’s important to assess how your firm can effectively leverage it to improve your marketing strategies.
This session will discuss how to find where technology can help you and which tools are best suited for your needs.
Customer engagement
Workshop: Day 2
New for this year, the half-day customer engagement workshop will get into the day-to-day work of your full marketing team. Click here for more information.
Marketing professionals offering their expertise
Kelly Howard
Partner, Head of Marketing, Adams Street Partners
Jennifer Janson
Director of Communications, OMERS Ventures
Kimberley Kasper
Chief Marketing Officer, Strattam Capital
Tracie Kelly
Director of Marketing, Excellere Partners
Sue Kwon
Vice President of Brand & Communications, General Catalyst
Sarah Mattina
former Marketing & Communications Director, Venture Forward
Cindy Mesaros
Head of Marketing and People, Foresite Capital
Hillá Watkins
Chief Marketing Officer, Scale Venture Partners
Reach your fundraising goals
With the growing class of non-traditional investors, it can be difficult to find the right investors for your firm. The 2023 Forum helped define your ideal investor persona, improve your relationships with them, create an engaging investor experience, and much more.
This year’s event will include engaging panel discussions, interactive think tanks for IR professionals only, an exclusive keynote discussion, and much more over the two-day forum.
Sessions crucial to your role
Explore some of the investor relations discussions that took place at last year’s Forum.
Leveraging non-traditional investors
Panel discussion: Day 1 | 10:00-10:50am
The class of non-traditional investors is growing and while that is exciting, it’s important to make sure you’re finding the right investor fit for your firm.
This session will discuss how non-traditional investors are impacting the field, how to find the right ones for your firm, and how to tweak your messaging to reach them effectively.
Current trends
Breakout session: Day 1 | 3:30-4:20pm
The fundraising landscape is everchanging and this session will make sure you’re up to date on all of the latest trends. We’ll discuss capital deployment and fundraising strategies, new reporting methods, the competitive market, and more.
Your investor experience
Panel discussion: Day 1 | 11:20am-12:10pm
As private investing becomes more democratized you must keep your investors engaged. We’ll discuss how to create an engaging investor experience, show you what content investors are looking for, and help you leverage your brand to hold an effective AGM.
Private investing politics
Breakout session: Day 1 | 8:00-9:00am
This session will cover the impact the 2024 election may have on private investing, new pressures you’ll face as the industry becomes more democratized, and how you can better prepare your teams for what’s to come.