Hear a firsthand LP perspective in understanding LP decision making in a challenging year, how things have changed in their communication process, how many emails come in, and what they expect to get a glimpse of what it is like to walk in the shoes of an LP.

• How are LPs coping with this year’s crisis and what do they expect?
• What do LPs expect from GPs when it comes to reporting?
• How can IR be more effective on the marketing/communications side?
• How have your meetings been affected and how does this affect your decision making?
• What are some of the attributes of an ideal GP this year?

Interviewer:
Rick Walsh, Partner and Head of Investor Relations, Court Square Capital Partners

Interviewees:
Erik Cafarella, Partner, Nebrodi Partners
Dodson Worthington, Principal, Churchill Asset Management

• How PE firms and IR teams work in a downturn
• Sharing stories/lessons learned from this year, what steps did you take to combat the crisis?
• Challenges/key differences of raising funds in bull vs. bear markets
• Lessons learned during this year’s crisis vs. 2008-2009: what can IR professionals expect
• What aspects of IR will be affected by the covid-19 crisis in the long run?
• The crisis-era IR challenge: how is fund management being disrupted?
• What to do during a downturn in looking at where you are in your fund lifecycle
• Crisis communications & management firsthand tips

Moderator:
Nicole Adrien, Chief Product Officer and Global Head of Client Relations, Oaktree Capital

Panelists:
Gerald Carton, Principal, Investor Relations and Fundraising, Coller Capital
Matthew Coad, Principal, Investor Relations, Victory Park Capital
Shant Mardirossian, Partner, Chief Operating Officer, Kohlberg & Company
Gina Lee Peyton, Head of Capital Formation & Partner, Castlelake

• Perspectives on how we got to where we are — what makes a great IR professional?
• “What I wish I had known” in my earlier years in IR
• Looking at how we have changed the business and how the business has changed
• BD/IR as a partner level role: understanding some of the critical responsibilities and where the role is going
• What is different in fundraising today compared to before?
• War stories from our own experiences in dealing with good times and bad times
• Tips and tricks before launching a fund
• Firsthand perspectives: comparing prior downturns in PE, VC and capital markets to this year’s covid-19

Moderator:
Charles van Horne, Senior Advisor, Abbott Capital

Panelists:
Tracy Chadwell, Founding Partner, 1843 Capital
Cathleen Ellsworth, Managing Director, BlackRock
John Kim, Managing Director, General Catalyst
Jim Rutherfurd, Managing Director, Head of Investor Relations, Pine Brook Partners

The fundraising market has shifted dramatically in just a few months: with capital raises expected to be conducted digitally for some time to come, and LPs limiting the addition of new relationships, private fund capital raisers face new competitive challenges. Ensuring differentiated and compelling positioning to investors has never been more important. Here we will discuss how and why GPs should take a strategic and data-led approach to positioning.

• How differentiated really are GPs in their positioning?
• Why is differentiation more important now than ever?
• Is past performance alone still a compelling story for an LP?
• What are key points of competitor, market and investor intelligence you can use to craft a winning pitch for investors?
• How can GPs win out against peers for new commitments?
• How to build confidence with LPs on future strategies?

Presenters:
Graeme Faulds, Director of Private Equity Solutions, eVestment
Rush Harvey, Director of Investments, Texas A&M Foundation

• A fireside chat regarding the history of women in Wall Street
• Our journey: lessons learned
• Why today’s environment is ripe for growth of women in PE

Moderator:
Amy Weisman, Managing Director, Sterling Investment Partners

Panelists:
Marilyn Adler, Managing Partner, Mizzen Capital
Alexandra Lebenthal, Senior Advisor, Empire Global Ventures

• What should you look for in your outside counsel?
• Counsel understanding the key business imperatives
• Counsel understanding the LP community
• Dos and Don’ts for good counsel
• What’s driving your outside counsel?
• Looking at things to bring to your outside counsel
• Why do they always say no?
• Understanding regulatory risk

Moderator:
Michael Hong, Partner, Davis Polk

Panelists:
Allison Cole, Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital
Michael Dalton, Managing Director, Quantum Energy Partners
Raed Elkhatib, President and CEO, Atlantic Pacific Capital
Campbell MacColl, Partner, Harvest Partners

• Investor relations careers: uncovering the good, the bad, and the ugly
• Understanding the fundamental “how-tos” of IR
• How to raise a fund, how to run your career, how to manage your client base, how to create a co-invest program, how to handle and understand the stress of the job, how to handle fear, how to get your general partner to understand your value, how to run an AGM, how to prepare for LP meetings, how to handle compensation

Presenter:
John Kim, Managing Director, General Catalyst

• Key attributes for a successful marketing/communications career and what essential skills does one need to develop to be versatile?
• What are your main functions within the firm? How do you define success in marketing/comms? What KPIs do you track?
• Content generation and marketing: what are essential building blocks for your brand?
• Looking at the nexus between content creation, IR, and communications
• Pre-marketing the fund to your LP universe – PPMs, strategies, and anecdotes
• Challenges in moving from marketing one fund to more multi-asset, customized solutions
• Compliance and marketing working together in the age of rapid communication
• DDQ and quarterly reporting best practices: communicating beyond standard reporting
• Working with your portfolio effectively
• Expanding your marketing reach globally and dealing with jurisdiction-specific marketing rules

Moderator:
Gina Bauman, Senior Vice President of Marketing and Investor Relations, IVP

Panelists:
Mary Armstrong, Senior Vice President, Global Head of Marketing and Communications, General Atlantic
Michelle Daubar, Partner, Investor Relations & Communications, Oak HC/FT
Kristin Williamson, Principal, Head of Corporate Marketing & Communications, Hamilton Lane

• Assessing the impact of covid-19 on the secondary market
• Looking at best practices, roadmaps, and alignment of incentives to optimize your firm in the current secondary market
• What is the role of IR in this process? Understanding the processes and responsibilities from an IR perspective as GP led secondaries continue to grow
• How do LPs view the process? What are the LP hot buttons?
• What not to do — understanding what might tarnish your LP relationships

Moderator:
John Leone, Partner, Fairview Capital Group

Panelists:
Brett Hickey, CEO, Star Mountain Capital
Archie Hunter, Director, Landmark Partners
Ben Perl, Managing Director, Neuberger Berman

• Uncovering LPAC compositions and structures
• How does your organization think about the role of the LPAC? Understanding how an organized/engaged LPAC is a benefit to both GPs and investors
• Successful stories of approaches in managing your LPAC
• LPAC reporting practices: tackling information requests
• LPAC meetings best practices
• What not to do — sharing challenges/horror stories

Moderator:
Patricia Grad, Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Panelists:
Tracy Harris, Partner, Investor Relations and Product Strategy, Siris Capital
David Lippin, Managing Director and Head of Investor Relations, One Equity Partners
Sarah Smith, Principal, Limited Partner Services, Advent International

• How have investor expectations on ESG management evolved?
• Strategies to get a firm grasp on LPs’ ESG requests today
• Setting your ESG objectives
• How are ESG expectations affecting the fundraising process?
• ESG reporting and DDQs — best practices
• What GPs do with marketing collateral to be more ESG effective

Moderator:
Heidi DuBois, Head of ESG, US, Edelman

Panelists:
Andrew Collins, Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)
Alison Humphrey, Director, ESG, TPG Global
George McPherson, Managing Director, Criterion Africa Partners
Dan Winters, Head of Americas, GRESB

• Insights into how digital marketing can provide returns: tangible results/measuring the specific impact
• LinkedIn ideas to increase engagement with company pages
• Social media regulatory guidance
• Online presence/website best practices in sharing available information about your firm
• Digital content strategies and blogging: owned media vs. earned media
• What new technologies are you using in your digital marketing strategies?
• Working with portfolio companies on their digital marketing initiatives

Moderator:
Ken MacFadyen, Senior Vice President, Head of Content Development, BackBay Communications

Panelists:
Devin Banerjee, Senior Editor, Financial Services, LinkedIn
Kathleen Richmond, Director of Marketing, Serent Capital
Andrea Williams, Head of Corporate Communications and Branding, Oaktree Capital