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 dislocation in the IR and communications space for regional and global PE firms.

Join us online on September 9-10 at Investor Relations, Marketing, and Communications Global Forum to hear best practices in LP relations, branding, communications, and marketing strategies from worldwide industry experts.

Highlights will include:

  • 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

Fireside chat with CalPERS

Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Compliance Officer, Interim Chief Diversity & Inclusion Officer

CalPERS

Keynote speakers

Jennifer Choi

Jennifer Choi

Managing Director, Industry Affairs

ILPA

Claire Fraser

Claire Fraser

Head of Marketing & Communications

Allianz Real Estate

2021 Speakers

View all speakers
View all speakers

Benefits of attending

Differentiate
your firm

The Forum’s in-depth sessions are designed to help you formulate effective plans and develop crucial strategies to attract investors.

Discuss how to grow your role at your firm

Hear firsthand accounts of how to grow your 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.

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 Confirmed attendees include:

3L Capital
A.P. Moller Capital
Actis
Adams Street Partners UK LLP
Allegro Funds
Altas Partners
American Industrial Partners
American Securities
Aquiline Capital Partners
Argosy Capital
Axiom Asia Private Capital Pte Ltd
Barings
Basis Investment Group
BentallGreenOak
Berkshire Partners
Bertram Capital Management LLC
BlackRock
Blackstone Inc
Brightstar Capital Partners
California Public Employees' Retirement System
CarVal Investors
CCA Group, LLC
Charlesbank Capital Partners
Clayton, Dubilier & Rice LLC
Clearview Capital
Crestview Partners
CRV
ECI
EnCap Investments
Evercore
Frontier Capital
General Atlantic
Harbor Group International
Harrison Street Social Infrastructure Fund
Hg Capital
HGGC
Hines
IFM Investors
ILPA
Insight Equity
Invesco Real Estate
IVP
Kohlberg Kravis Roberts
Kong Capital
L Catterton
Landmark Properties
Leonard Green & Partners LP
Levine Leichtman Capital Partners
LLR Partners
Mercato Partners
Northwood Investors
Oak HC/FT
Oaktree Capital Management
Paine Schwartz Partners LLC
Parhlight Capital
Peachtree Hotel Group
Permira
RedBird Capital Partners
Rhone Group
Riverstone Holdings
RoundShield Partners LLP
Slate Asset Management
Stockbridge Capital
Strattam Capital LLC
Tailwater Capital
Thomas H. Lee Partners, L.P.
Trilantic Capital Partners North America
Trive Capital
Unison Capital Inc
Verdane Capital
Victory Park Capital Advisors LLC
Welsh, Carson, Anderson & Stowe
Wynnchurch Capital, LLC

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…

Read full testimonial

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…

Read full testimonial

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

We are currently confirming the 2021 Forum speakers that will feature experts in investor relations, marketing and communications from preeminent private equity firms. Interested in speaking at the Forum ? Please contact Melissa Baer at melissa.b@peimedia.com.

Nicole Adrien Oaktree

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

Senior Vice President, Global Head of Marketing and Communication, 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

Editor at Large, LinkedIn

Devin Banerjee is editor at large at LinkedIn, where he oversees financial content and editorial strategy for the world's largest professional networking platform. LinkedIn had more than 774 million members in more than 200 countries as of July 2021.… Read full bio

Charles Bauer

Partner, EnCap Investments

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

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
Mary Kate Bertke Great Hill Partners

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

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
Paige Brotherton, Coller Capital

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

Gerald Carton

Partner, Coller Capital

Gerald is a Partner in the Investor Relations and Fundraising team and is based in the firm’s London office. Prior to joining Coller Capital’s Investor Relations team in 2018 Gerald spent 14 years in the Investment team, where he was responsible for… Read full bio
Alanna Chaffin OpenGate Capital

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

Matthew Coad

Principal, Victory Park Capital

Matthew Coad joined VPC in 2008 and is the Principal of Investor Relations. He is primarily responsible for investor relations as well as marketing and communications for the firm. Mr. Coad is also actively involved in sourcing and fundraising for VP… Read full bio

Chris Davison

Head of Investor Relations – Partner, 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, OakTree Capital

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management

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 LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

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

Nicole Downer

Managing Partner, MV Credit

Joined in 2005 - Managing Partner and Head of Investor Relations, managing a number of strategic relationships of the firm. She is also a member of the MV Credit Manager Board. Prior to MV Credit, Nicole was a Managing Director at Deutsche Bank where… 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

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
Conrad Gorospe Insight Partners

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

Melissa Greenberg

Head of Investor Relations, North Peak Capital Management

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
Amber Hilkene, AnaCap

Amber Hilkene

Partner, Head of Investor Relations & Communication, AnaCap

Amber is the head of AnaCap’s investor relations and fundraising activities and has over 20 years of experience in private equity. Prior to joining AnaCap, Amber was responsible for European business development at The Gores Group, a US private equit… 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, LLR Partners

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

NIIF is India’s largest homegrown infrastructure and private equity fund manager, that manages over USD 4.5 billion of equity capital commitments across its three funds – NIIF Master Fund, NIIF Fund of Funds and NIIF Strategic Opportunities Fund each… Read full bio
Robert Klein RedBird Capital Partners

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

Chloe Lavedrine

Managing Director, London, 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
Mary Manin Stone Point Capital

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 MetLife Investment Management

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

Kate McGann

Vice President, Corporate Communications & PR, Hamilton Lane

Kate is a Vice President 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 (… 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
Gina Lee Peyton, Castlelake

Gina Lee Peyton

Head of Capital Formation & Partner, 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

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

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 D'Adamo

Marlene Timberlake D’Adamo

Chief Compliance Officer, Interim Chief Diversity & Inclusion Officer, CalPERS

Bio coming soon...

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

Managing Director, Head of Corporate Marketing & 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

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 Great Hill Partners

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 OpenGate Capital

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 Insight Partners

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 MetLife Investment Management

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, Castlelake

Gina Lee Peyton

Head of Capital Formation & Partner, 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

Interested in speaking at the Forum in 2021? Please contact Melissa Baer at melissa.b@peimedia.com.

*Please Note: All session times listed are in Eastern Time (EDT)

Day 1 Day 2
View agenda page

Agenda

Day 1 - Thursday 9th

Global opening remarks
09:00 - 09:10

Global forum welcome and opening remarks

Fireside chat
09:10 - 09:55

Fireside chat: Speaking the LP language—insights to improve your positioning and pitching

The fundraising lifecycle is anything but linear and “always-on.” Every LP touchpoint is an opportunity to build trust, relationships, and a potential future commitment. But LP preferences are changing, and fundraisers are facing increasing competition and full re-up calendars. Compelling messaging and strategic positioning, transparency and differentiation has never been more important.

This discussion will explore findings from research by the Nasdaq Private Fund Solutions team on the state of LP/GP communication and provide additional insights from the perspectives of leading investors to help capital raisers understand how they can utilize the power of their portfolio to cement relationships and long-term AUM growth.

09:55 - 10:30

The transformation of IR and what the future holds

Mary Kate Bertke, 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:
Mary Kate Bertke
, Principal, Head of Investor Relations, Great Hill Partners

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

 

Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations , Great Hill Partners

Read bio
Nicole Adrien Oaktree

Nicole Adrien

Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management

Read bio
A speaker photo for Charles Bauer

Charles Bauer

Partner, EnCap Investments

Read bio
A speaker photo for Sam Bendix

Sam Bendix

Managing Director – Equity Capital Markets & Investor Relations, Landmark Properties

Read bio
Paige Brotherton, Coller Capital

Paige Brotherton

Partner, Coller Capital

Read bio
A speaker photo for Thomas Franco

Thomas Franco

Partner, Clayton, Dubilier & Rice

Read bio
Deep dive discussions: Please join us for interactive, and in-depth conversations facilitated by our speakers and industry leaders.
10:30 - 11:25

Best practices for raising funds in Europe: Understanding AIFMD

  • Key takeaways for fund management activity
  • Legislative intervention
  • Performing due diligence
  • Reporting requirements and considerations
  • Rules for utilizing a third party
10:30 - 11:25

Top trends for effective 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

A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

Read bio
A speaker photo for Jenny  Blinch

Jenny Blinch

Global Head of Communications, Partners Group

Read bio
A speaker photo for Tom Eckersley

Tom Eckersley

Head of Marketing, Hg

Read bio
A speaker photo for Fiona Evans

Fiona Evans

Head of Marketing, ECI

Read bio
11:25 - 12:10

The international roadshow: How to bring your A-game

  • Which regions are taking meetings?
  • Strategies to position your fund and market your firm
  • Improving your deck and personalizing your pitch
  • In-person vs. virtual: to travel or not to travel
  • Travel and destination dos and don’ts post-pandemic
11:25 - 12:10

Communicating after Covid: Beyond crisis management

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

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

A speaker photo for Mary  Armstrong

Mary Armstrong

Senior Vice President, Global Head of Marketing and Communication, General Atlantic

Read bio
A speaker photo for Melissa	 Greenberg

Melissa Greenberg

Head of Investor Relations, North Peak Capital Management

Read bio
A speaker photo for Cheryl Krauss

Cheryl Krauss

Chief Communications Officer, Barings

Read bio
Plenary session
12:10 - 12:55

AGMs in the new normal: What will in-person, hybrid, and virtual meetings look like?

Mary Kate Bertke, Catherine Hornaday
  • 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

Panelists:
Mary Kate Bertke,
Principal, Head of Investor Relations, Great Hill Partners 
Catherine Hornaday,
Vice President, StepStone Group

 

Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations , Great Hill Partners

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A speaker photo for Catherine  Hornaday

Catherine Hornaday

Vice President, StepStone Group

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Stretch break
12:55 - 13:30

Stretch break

Plenary sessions
13:30 - 14:15

ESG integration: 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

A speaker photo for Jordan Stutts

Jordan Stutts

Senior reporter, New Private Markets

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A speaker photo for Christine Anderson

Christine Anderson

Global Head of External Relations, Blackstone

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A speaker photo for David  Korngold

David Korngold

Director, BSR

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A speaker photo for Stacie Selinger

Stacie Selinger

Managing Director, Head of Investor Relations, GCM Grosvenor

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A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

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14:15 - 15:00

The new age of marketing and communications: Lessons we were forced to learn

Katie Fasken, 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

Panelists:
Katie Fasken, Managing Director, Slate Asset Management
Kristin Williamson, Managing Director, Head of Corporate Marketing & Communications, Hamilton Lane

A speaker photo for Katie Fasken

Katie Fasken

Managing Director, Slate Asset Management

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A speaker photo for Kristin Williamson

Kristin Williamson

Managing Director, Head of Corporate Marketing & Communications, Hamilton Lane

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Deep dive discussions: Please join us for interactive, and in-depth conversations facilitated by our speakers and industry leaders.
15:00 - 15:45

IR insight: Key considerations when building a global fundraising team

15:00 - 15:45

Optimizing your digital marketing and communication strategy

Lindsay DeLarme, Kristy DelMuto

Panelists:
Lindsay DeLarme
, Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management
Kristy DelMuto, Vice President, Strategic Marketing, LLR Partners

 

Lindsay DeLarme, OakTree Capital

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management

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Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

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Plenary session
15:45 - 16:30

Investor insight: Aligning and maintaining successful relationships

Christable Yau
  • Transparent communication
  • Investor appetite and allocation in 2020/2021
  • Conveying your equity story
  • Proactive disclosure practices
  • Differentiating and tailoring your message

Panelist:
Christable Yau,
Partner, StepStone Group

 

A speaker photo for Christable Yau

Christable Yau

Partner, StepStone Group

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16:30 - 17:10

Strengthening your fundraising strategy

  • Positioning your investment strategy and tailoring your messaging
  • Adapting to current environments and pivoting your fundraising strategy
  • Online fundraising tips and tricks
  • LP communication throughout a pandemic
  • Differentiating your firm when fundraising
  • Forecasting challenges in 2022 and beyond
End of Day 1 of Conference
17:10 - 17:10

Please join us for Day 2 of the conference beginning at 9:00 am EDT

Agenda

Day 2 - Friday 10th

Morning keynote
09:00 - 09:40

Morning keynote

Think tanks
09:40 - 10:25

Advanced IR: Best practices from industry leaders

Michael Bane

Panelist:
Michael Bane,
Head of US Investor Relations, Ardian

 

*This is an expert-level session and recommended for experienced IR professionals.

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Michael Bane

Head of US Investor Relations, Ardian

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09:40 - 10:25

Emerging IR: Taking your career to the next level

*This session is recommended for those in the beginning stages of their IR career or looking to take their position to the next level.

09:40 - 10:25

Global marketing and communication strategies for success

Plenary sessions
10:25 - 11:10

Diversifying your investor base

Robert Klein
  • 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

Panelists:
Robert Klein,
Partner, Redbird Capital Partners
Bassirou Niang, Fundraising and Investor Relations, DPI

Robert Klein RedBird Capital Partners

Robert Klein

Partner, RedBird Capital Partners

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11:10 - 11:55

DE&I: how to walk the talk

  • Investor demand and expectations for DEI programs
  • Developing clear DEI strategies
  • Benchmarking and reporting
  • Integrating processes and communicating in-house
  • The IR team: recruiting, retaining, and promoting diverse talent
Deep dive discussions: Please join us for interactive, and in-depth conversations facilitated by our speakers and industry leaders.
11:55 - 12:40

The role of IR inside the GP organization: Managing expectations

Matthew Coad
  • Keeping the company narrative consistent inside your organization
  • Communication factors to consider when working with a remote team
  • Guiding your portfolio team through the pandemic and beyond

Panelist:
Matthew Coad, Principal, Victory Park Capital

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Matthew Coad

Principal, Victory Park Capital

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11:55 - 12:40

Beyond email marketing: Implementing new content streams and creative tactics

Kristy DelMuto
  • Embracing new technologies and subscription models
  • Conveying your message via social media
  • Live-streaming platforms: is it for you?
  • Podcasting tips and tricks  

Panelist:
Kristy DelMuto,
Vice President, Strategic Marketing, LLR Partners

Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

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12:40 - 13:00

Positioning your firm to founders and CEOs in a competitive market

  • Framing your company’s brand to founders and CEOs
  • Forming a mutual partnership: key indicators to look for
  • Timelines and benchmarks from the initial conversation to the first investment
  • Messaging in a competitive market
  • Strategies to help a company scale their growth
  • New processes for sourcing deals in the era of Covid
12:40 - 13:00

The state of the GP-led secondaries market

  • LP transactions: How LPs are managing their portfolios
  • Maintaining a positive relationship with your LPs
  • Best practices in the current state of the secondaries market
  • Avoiding pitfalls: Dos and Don’ts
  • Latest trends in GP-led secondaries
13:00 - 13:00

End of Conference

Partner with us

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 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.

Day 1
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Agenda

Day 1 - 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

Saloni Jhaveri, Debbi Sutuntivorakoon, 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


Panelists:
Saloni Jhaveri,
Head – Investor Relations and Partnerships, NIIF
Debbi Sutuntivorakoon,
Principal, Axiom Asia Private Capital
Sarah Zhang,
Principal, Client and Partner Group, KKR Asia

A speaker photo for Saloni Jhaveri

Saloni Jhaveri

Head – Investor Relations and Partnerships, NIIF

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A speaker photo for Debbi Sutuntivorakoon

Debbi Sutuntivorakoon

Principal, Axiom Asia Private Capital

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A speaker photo for Sarah Zhang

Sarah Zhang

Principal, Client and Partner Group, KKR Asia

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16:45 - 17:15

Keynote address

17:15 - 17:45

APAC Spotlight: Building and protecting your relationships

  • Key strategies in reputational management & reputational risk
  • Managing your online reputation
  • Best practices in conveying company culture and value
  • Effective communications with investors, regulators, and key stakeholders
  • Developing your personal brand along with adding value to your company and industry
  • Understanding and choosing resources to improve your firm’s trajectory    
Day 1
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Agenda

Day 1 - 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

Gerald Carton, Chris Davison, 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,
Partner, MV Credit
Chloe Lavedrine,
Director, Centerbridge Partners Europe

 

A speaker photo for Gerald Carton

Gerald Carton

Partner, Coller Capital

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A speaker photo for Chris Davison

Chris Davison

Head of Investor Relations – Partner, Permira

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A speaker photo for Nicole Downer

Nicole Downer

Managing Partner, MV Credit

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A speaker photo for Chloe Lavedrine

Chloe Lavedrine

Managing Director, London, Centerbridge Partners

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13:00 - 14:00

Fireside chat