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 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
2021 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!
Reserve your spot today for the largest global event for investor relations, marketing, and communications professionals in private equity
Previous attendees include
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!
Attend from anywhere
Simply join the event online and enjoy from the comfort of your own home.
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
Expand your network
Mingle with other attendees during our designated networking hours or schedule your own private meetings
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.
Christine Anderson
Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone
Christine Anderson is Senior Managing Director and Global Head of Public Affairs, Marketing, and ESG. She oversees Blackstone's public relations, branding, marketing, internal communications and ESG functions. She serves as the primary spokesperson f… Read full bio
Sam Bendix
Managing Director of Equity Capital Markets and 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
Principal, Head of Investor Relations, GHP
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
Paige Brotherton
Partner, Coller Capital
Paige is a Partner in the Investor relations and Fundraising team and is based in the firm’s New York office. Prior to joining Coller Capital in 2007, Paige worked in Credit Suisse First Boston’s HOLT group (investment banking) in Hong Kong and New Y… 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
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
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
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
Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners
Irene Hong Edwards joined Lovell Minnick in 2017 as a Principal, Head of Investor Relations. 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 e… 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
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
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
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
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
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
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
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
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
Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone
Christine Anderson is Senior Managing Director and Global Head of Public Affairs, Marketing, and ESG. She oversees Blackstone's public relations, branding, marketing, internal communications and ESG functions. She serves as the primary spokesperson f… Read full bio
Mary Kate Bertke
Principal, Head of Investor Relations, GHP
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 Hong Edwards joined Lovell Minnick in 2017 as a Principal, Head of Investor Relations. 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 e… 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
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)
View agenda page
Agenda
Day 1 - Thursday 9th
APAC opening remarks
03:50 - 04:00
APAC welcome and opening remarks
APAC plenary sessions
04:00 - 04:45
APAC spotlight: A discussion with IR pioneers
04:45 - 05:15
Keynote address
05:15 - 07:00
APAC spotlight: Cross-border fundraising activity and opportunities
- The growth of in-house fundraising teams
- Investor communications strategies during Covid
- Leveraging the growth of investors in Asia
- Strategies for working with placement agents
EMEA opening remarks
07:00 - 07:10
EMEA welcome and opening remarks
EMEA plenary sessions
07:10 - 08:00
EMEA spotlight: Navigating barriers, maintaining relationships, deploying capital
- Understanding the regulatory framework
- Rethinking your investor base due to Brexit
- Solutions to key issues and regulations when marketing a fund
- Maneuvering the complexities of AIFMD
08:00 - 09:00
Fireside chat
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
- How Investor Relations has evolved over the past 18 months
- Emerging opportunities that have surfaced
- Assessing the landscape
- 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
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
- Creating a consistent and transparent message
- Online networking
- Differentiating your brand message in a competitive market
- Enhancing LP interaction
11:25 - 12:10
The international roadshow: Maneuvering travel restrictions and in-person gatherings
- Which regions are taking meetings?
- Roadshow effects from Covid-19
- Working with travel restrictions
- Safety factors to consider
- Destination dos and don’ts
11:25 - 12:10
Communicating after Covid: Beyond crisis management
- 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
Plenary session
12:10 - 12:55
AGMs in the new normal: What will in-person, hybrid, and virtual meetings look like?
- 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
Stretch break
12:55 - 13:30
Stretch break
Plenary sessions
13:30 - 14:15
ESG integration: Developing the dialogue with investors
14:15 - 15:00
The new age of marketing and communications: Lessons we were forced to learn
- Articulating your capital deployment strategy to investors
- Investor communication: how much is too much?
- Alternative streams of marketing your brand
- Navigating the challenges
- Predictions for Covid recovery
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
Plenary session
15:45 - 16:30
Inside the mind of today’s investor: Your questions answered
End of Day 1 of Conference
16:30 - 16:30
Please join us for Day 2 of the conference tomorrow morning 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
*This is an expert-level session and recommended for experienced IR professionals.
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
- How to secure funding from international investors
- Working with a placement agent
- Positioning your firm to new investors
- Finding foreign and domestic LPs
- Adding cultural. Working with various cultures
- Alternative processes of active fundraising
11:10 - 11:55
Diversity, equity and inclusion: How to walk the talk
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
- Keeping the company narrative consistent inside your organization
- Communication factors to consider when working with a remote team
11:55 - 12:40
Beyond email marketing: Implementing new content streams and creative tactics
- Embracing new technologies and subscription models
- Conveying your message via social media
- Live-streaming platforms: is it for you?
- Podcasting tips and tricks
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.
View agenda page
Agenda
Day 1 - Thursday 9th
Time zone in UTC+8 (Hong Kong/Singapore)
15:50 - 16:00
APAC welcome and opening remarks
16:00 - 16:45
APAC Spotlight: A discussion with IR pioneers
16:45 - 17:15
Keynote address
17:15 - 19:00
APAC Spotlight: Cross-border fundraising activity and opportunities
- The growth of in-house fundraising teams
- Investor communications strategies during Covid
- Leveraging the growth of investors in Asia
- Strategies for working with placement agents
View agenda page
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
- Understanding the regulatory framework
- Rethinking your investor base due to Brexit
- Solutions to key issues and regulations when marketing a fund
- Maneuvering the complexities of AIFMD
13:00 - 14:00