The largest global event for PE fundraisers

Private equity investor relations, marketing, and communications professionals have been in newly chartered territory for over 16 months. However, even with the streamlining of online meetings and working from home, there is still a dislocation in the IR and communications space for regional and global PE firms.

The Investor Relations, Marketing and Communications Global Forum taught best practices in LP relations, branding, communications and marketing strategies from worldwide industry experts.

Highlights included:

  • Executing AGMs in the new normal: what will in-person, hybrid, and virtual look like?
  • Diversity, Equity, and Inclusion: how to walk the talk
  • LP relations, deploying capital, and fundraising in EMEA
  • Leveraging Asia’s increasing investor presence
  • Communicating post-Covid: managing your reputation
  • ESG integration: Developing a dialogue with investors

Benefits of attending

Differentiate
your firm

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

Discuss how to grow your role at your firm

Attendees heard firsthand accounts of how to grow their profile within the PE-VC space, create value internally and understand critical success factors in your career.

Network with your peers

The Forum has established a reputation as the foremost PE and VC IR event, bringing together the best and brightest in the field.

Fireside chat with CalPERS

Marlene D'Adamo
Marlene Timberlake D’Adamo
Chief Compliance Officer, Interim Chief Diversity & Inclusion Officer
CalPERS

At the fireside chat, Marlene Timberlake D’Adamo explored the state of communication between investors and fund managers and offered insights from the perspective of a leading investor.

This session helped capital raisers understand how to utilize the power of their portfolios to cement relationships and achieve long-term AUM growth.

Learn more

Keynote speakers

Jennifer Choi discussed ILPA’s Diversity in Action initiative, bringing together LPs and GPs dedicated to advancing the private equity industry in:

  • Diversity
  • Equity
  • Inclusion

Your commitment to taking action to integrate DE&I principles will propel you and your firm forward in a time where these principles are more pertinent than ever before.

Jennifer Choi
Jennifer Choi
Managing Director, Industry Affairs
ILPA

Claire Fraser
Claire Fraser
Head of Marketing & Communications
Allianz Real Estate

Claire Fraser spoke on communication & interaction and how to maintain integrity and consistency across your marketing messaging.

Topics included:

  • How to strengthen your brand and reputation with integrity through what you say as a business
  • The ESG example – how to tell an important yet complex story
  • The importance of developing your team and speakers to ensure consistency across internal and external communications
  • Team set-up – how strong leadership, diversity and other factors play a role in a successful marketing & communications function

2021 speakers included:

View all speakers
View all speakers

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!

Learn more

2021 attendees included:

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

2021 sponsors included

View all sponsors

Learn, engage and connect online

 

The Forum’s home experience is a web app that provides you with access to 16+ hours of quality streamed content from more than 60+ industry speakers.

Utilize our app to sit in on sessions, breakouts, and even schedule 1-to-1 meetings with hundreds of  PE investor relations, marketing and communications professionals. 

Watch our video guide for a preview of what you can expect! 

Simply join the event online and enjoy from the comfort of your own home

Attend from anywhere

Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.

You also get:

  • Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
  • Automated reminders
  • Live polling and surveys
  • Customizable breakout sessions
  • On-demand playback gives you access to select sessions for up to 12 months

Mingle with other attendees during our designated networking hours or schedule your own private meetings

Expand your network

Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge.

Take advantage of these benefits:

  • Attendee and Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
  • Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
  • Virtual Meet-ups: Schedule multi-person or one on one video conferences for informal type meetups, allowing you to connect and talk about topics of interest at anytime throughout the event.

Meet with the country’s leading solution providers in our virtual tradeshow

Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers.

Our features include:

  • Virtual tradeshow: See what solutions exhibitors and sponsors to help you better serve your employees and your members.
  • Automated reminders
  • Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.

Frequently asked questions

 

When are conference sessions and events?

The virtual conference will take place on:

Thursday, September 9: 9:30am EST – 5:00pm ET

Friday, September 10: 9:30am EST – 3:00pm ET

 

Where can I find the updated schedule of events?

You can view our latest agenda.

 

How do I access sessions?

A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. To learn more about this platform, please view our “How it works” page.

 

What is included in the ticket price?

Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of each session.

 

Are the sessions recorded?

Yes. All registered attendees will have access to all recorded sessions for up to 12 months the event ends. Even if you miss a “live” session, you can watch and re-watch anything that you need!

 

Will the pricing change?

We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.

 

What if I already purchased a ticket at the in-person rate?

A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.

 

What about my hotel reservation?

Please contact the hotel directly regarding your room reservation.

 

Additional questions?

Please feel free to contact us directly at regny@peimedia.com.

 

 

2021 Speakers included:

The event has now ended. Scroll down to browse through the IR, marketing and communications experts who spoke at the Forum. Interested in speaking at the Forum next year? Please contact Melissa Baer at melissa.b@peimedia.com.

Nicole Adrien 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

Selena Baxa

Principal, Client Relations, IFC Asset Management Company

Selena joined AMC in 2011 after 11 years at IFC, where she was an Investment Officer in both the East Asia Department and the Global Financial Markets Department, and a Senior Strategy Officer in the Corporate Strategy Department. Prior to joining IF… Read full bio

Sam Bendix

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

Sam Bendix, Managing Director of Equity Capital Markets and Investor Relations is responsible for developing and managing relationships with Landmark’s current and prospective investors. Mr. Bendix also oversees the development of investment structur… Read full bio

Jenny Blinch

Global Head of Communications, Partners Group

Jenny Blinch is Partners Group's Global Head of Communications, based in London. She joined Partners Group in 2012 and has 16 years of industry experience. Prior to joining Partners Group, she was a journalist covering private equity and institutiona… Read full bio

Karen Bommart

Head of Investor Relations, Battery

Karen heads the IR function at Battery, working with the firm’s limited partners on a day-to-day basis. For the first eight years of her tenure, she led the firm’s marketing and branding efforts, and provided hands-on support to its portfolio compani… Read full bio

Anamica Broetz

Head of Coverage & IR, DWS Private Equity

Anamica Broetz heads the client coverage and investor relations team for PE and Impact Investing globally, within DWS’ broader Private Markets specialist sales team. In her role she leads the fundraising efforts, including all aspects of limited part… Read full bio
Paige Brotherton, 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

Judy Chambers

Managing Principal, Private Markets Consultant, Meketa

Judy is Managing Principal and Board Member at Meketa Investment Group where she is a Private Markets Consultant. Additional responsibilities at Meketa include, Emerging & Diverse Manager Committee, Co-Chair, Diversity Leadership Committee, Priva… Read full bio

Gerald Carton

Partner, 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

Nadia Damouni

Managing Director, Prosek Partners

Nadia Damouni is a Managing Director at Prosek Partners where she advises both public and private companies on communications strategies for significant business announcements, including M&A transactions, SPACs, restructurings, litigation, and ex… Read full bio

Chris Davison

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
Kristin DePlatchett Trilantic

Kristin DePlatchett

Partner, Head of Investor Relations, Trilantic North America

Kristin DePlatchett is a Partner and Head of Investor Relations at Trilantic North America. Her primary focus is on the firm’s fundraising and investor relations efforts. Kristin is a member of Trilantic North America’s ESG committee which helps to d… Read full bio

Giada De Mattia

Partner, StepStone Group

Ms. De Mattia is a Partner and member of the business development team and is responsible for managing client relationships in Italy, Spain, Portugal. Prior to StepStone, Ms. De Mattia was part of the investment team at Greenpark Capital, a secondary… Read full bio

Nicole Downer

Managing Partner, MV Credit

Joined in 2005 - Managing Partner and Head of Investor 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

Chip Duggins

Director, Lazard Private Capital Advisory

Chip Duggins co-leads Lazard PCA’s project management team in North America. In that capacity, he advises clients on fundraising and secondary assignments and has executed transactions across a wide range of investment strategies, including buyout, g… Read full bio

Tom Eckersley

Head of Marketing, Hg

Tom is the Head of Marketing at Hg. He leads a strategic marketing team with a primary aim to assist Hg’s deal teams with outbound origination and deal transactions, using digital and traditional marketing and communication strategies to target found… Read full bio

Cathleen Ellsworth

Partner, Lindsay Goldberg

Cathleen is a Partner at Lindsay Goldberg and leads the firm’s capital raising and investor relations efforts. Previously, Cathleen served as Managing Director, Head of Fundraising & Investor Relations and Co-Head of GEPIF Co-Investments and Capi… Read full bio

Fiona Evans

Head of Marketing, ECI

Fiona is Head of Marketing at ECI Partners, a leading growth-focused mid-market private equity firm, managing c.£1.7 billion on behalf of its institutional investors. At ECI Fiona is focused on building the ECI brand, improving communications, suppor… Read full bio

Katie Fasken

Managing Director, Slate Asset Management

Katie is a Managing Director of Slate Asset Management. She is responsible for leading capital raising and investor relations efforts for Slate and its businesses. Katie joined Slate in 2016. Prior to joining Slate, Katie was on the financial institu… Read full bio

Thomas Franco

Partner, Clayton, Dubilier & Rice

Mr. Franco joined CD&R in 2006 after advising the Firm for 15 years. He is responsible for managing relationships with critical external stake-holders, including limited partners. He leads the fundraising team and is involved in related capital a… Read full bio

Claire Fraser

Head of Marketing & Communications, Allianz Real Estate

Claire Fraser is the Head of Marketing & Communications at Allianz Real Estate where she is responsible for the way the business communicates – both internally and externally – and the marketing of its brand and its buildings. She joined the comp… Read full bio

Melissa Greenberg

Head of Investor Relations, North Peak Capital 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

Tracy Harris

Partner – Investor Relations & Product Strategy, Siris

Ms. Harris joined Siris in 2019. She was most recently a Partner at StepStone Group, where she served as a senior member of the small buyout, growth equity and venture capital sector teams and led the firm’s ESG strategy. Prior to joining StepStone,… Read full bio

Warren Hibbert

Managing Partner, Asante

Warren is a Founder and Managing Partner at Asante. Warren manages a number of the firm’s global fundraisings and maintains relationships with investors throughout Europe, North America, the Middle East and Asia. Prior to co-founding Asante, Warren s… Read full bio
Amber Hilkene, 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

Eliot Hodges

Chief Executive Officer, Anduin

Eliot Hodges is the CEO of Anduin, a Silicon Valley technology company building the infrastructure to make the private market as efficient and transparent as the public one. Prior to Anduin, Eliot ran Growth at Anchorage, an A16Z-backed crypto techno… Read full bio

Catherine Hornaday

Vice President, StepStone Group

Ms. Hornaday is a member of the investor relations team, focusing on marketing and business development at StepStone Group, a global private markets firm overseeing US$427 billion of private capital allocations, including US$86 billion of assets unde… Read full bio

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Irene joined LMP as Principal, Head of Investor Relations in 2017. She came to the firm from Z Capital where, as Managing Director, she was responsible for investor relations and business development for the firm’s private equity and credit strategie… Read full bio

John Ide

Managing Director, Star Mountain Capital

Mr. Ide is a senior executive with 30+ years of experience advising some of the world’s largest and most sophisticated institutions and family offices on their investments as well as strategically guiding operating companies as their trusted corporat… Read full bio

Jason Jerista

Managing Director, Investor Relations, LLR

Jason Jerista is the Managing Director of Investor Relations at LLR Partners. With more than $5 billion raised across six funds, LLR provides capital for growth, recapitalizations, and buyouts to technology and healthcare companies. Jason joined LLR… Read full bio

Saloni Jhaveri

Head – Investor Relations and Partnerships, NIIF

Saloni has over two decades of experience in private equity, mergers and acquisitions, corporate finance, and strategy, having worked in the US and India. In her career, she has successfully negotiated, executed and closed several cross-border and do… Read full bio

David Kimis

Member, Private Funds Advisory Group, Lazard

David Kimis is a Director in the Private Capital Advisory group at Lazard and leads investor coverage in Asia Pacific and the Middle East. He has 13 years of experience in primary capital raising, secondary liquidity solutions and co-investments acro… Read full bio
Robert Klein 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
Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Director, Everstone

Taylor Lawrence joined Everstone as a Managing Director in Business Development in 2018 and has over 16 years of experience. Most recently, Taylor was the Head of Marketing and Investor Relations at Wellspring Capital, a mid-market private equity fir… Read full bio

Chloe Lavedrine

Managing Director, Centerbridge Partners

Chloé joined Centerbridge in 2014 and focuses on the Firm’s marketing and fundraising efforts, as well as investor relations activities. Prior to joining Centerbridge, Chloé was a Principal in the European Client and Partner Group at KKR & Co. L.… Read full bio
Lee, Lisa Providence Equity Partners

Lisa Lee

Managing Director, Business Development, Providence Equity

Lisa Lee is a managing director based in our New York office, where she focuses on business development activities. Prior to joining Providence in 2015, Ms. Lee was a managing director at CVC Capital Partners where she was responsible for managing th… Read full bio

Matthew Malone

Partner, Privcap

Privcap Media creates virtual experiences through video and content creation for private equity and real estate firms across the globe. Privcap marries deep subject-matter expertise with sophisticated creative capabilities, which means less work for… Read full bio
Mary 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

Alexis Maskell

Partner, Global Head of Investor Relations, BC Partners

Alexis joined BC Partners in May 2021. Previously, Alexis worked at Citigroup, where he was a Managing Director and Head of the Financial Sponsors Group for EMEA. Alexis brings over two decades of investment banking experience having spent the first… Read full bio

Kate McGann

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

Stacey Monteiro Leanos

Director of Investor Relations, ACME

Stacey Monteiro Leanos is the Director of Investor Relations for ACME, responsible for managing the firm’s investor communications and fundraising activities. Prior to ACME, she was Associate Director of Investor and Public Relations for Cerus Corpor… Read full bio

Bassirou Niang

Fundraising and Investor Relations. DPI

Bassirou Niang is a Vice President at Development Partners International (DPI), a leading Pan African private equity firm with $2 billion under management. He plays a leading role in all aspect of fundraising and investor relations activities includi… Read full bio

Reyno Norval

Managing Director, Asante

Reyno is a Managing Director at Asante, managing US and European fundraisings and maintaining relationships with investors throughout Europe, Asia and North America. Reyno was previously a Director at Asante, before moving across to Orion Energy Part… Read full bio
Deepa Patil Madhani One Rock Capital

Deepa Patil Madhani

Head of Investor Relations, One Rock Capital

Deepa Patil Madhani is the Head of Investor Relations of One Rock Capital Partners, LLC. Before joining One Rock, Ms. Madhani was part of the Capital Partnering Team at General Atlantic, where she focused on investor relations. Prior to General Atlan… Read full bio

Drake Paulson

Director, Nasdaq Private Fund Solutions

Drake Paulson is Managing Director of Nasdaq Private Fund Services, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of To… Read full bio

Gina Lee Peyton

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

Tess Pula

Executive - Sustainability, Macquarie Asset Management

Ms. Pula is responsible for Macquarie Infrastructure and Real Assets (MIRA) global ESG approach for real estate assets, including driving forward portfolio decarbonization. She coordinates the implementation of ESG strategy across MIRA’s real estate… Read full bio

Joe Scannell

Senior Vice President, Head of Digital, Prosek Partners

Joe Scannell is Senior Vice President, Head of Digital at Prosek Partners. In this role, he specializes in advising private investment firms and publicly-traded financial institutions on strategic digital communications, including corporate brand mar… Read full bio

Joshua Segel

Director, Allianz

Joshua Segel is a Director at Allianz Capital Partners, where he covers the US private equity market across primary funds, co-investments and secondaries. Allianz Capital Partners is the internal private equity group of Allianz, Europe’s largest insu… Read full bio

Stacie Selinger

Managing Director, Head of Investor Relations, GCM Grosvenor

Ms. Selinger is Head of Investor Relations, leading the firm’s efforts to engage with public investors and the equity research community, and leads Strategy and Corporate Development, where she focuses on firm-wide initiatives, product development, a… Read full bio

David Snow

Partner, Privcap

Prior to co-launching Privcap in September 2011, David Snow was a financial journalist covering the alternative investment market for 13 years. He began his career in 1998 at Thomson Reuters where he became editor of Buyouts magazine. He later joined… Read full bio

Jordan Stutts

Senior reporter, New Private Markets

Jordan is a senior reporter for PEI Media’s sustainable investment-focused publication New Private Markets, where he covers how the finance industry impacts people and the environment. Jordan is based in New York and has written for PEI’s various pub… Read full bio

Debbi Sutuntivorakoon

Principal, Axiom Asia Private Capital

Debbi Sutuntivorakoon joined Axiom Asia in 2016. She is responsible for portfolio monitoring, investor communications and Investor Partnership Services. Prior to joining Axiom, Debbi worked at EXS Capital in Hong Kong where she focused on deal execut… Read full bio

John Thompson

Global Communications Director, Actis

John is the global communications director at Actis, a US$15bn private equity firm focused on growth markets in Africa, Asia, and Latin America. John is based in London and his role sits within the IR team. He is responsible for managing the reputati… Read full bio
Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Diversity, Equity, and Inclusion Officer, CalPERS

Marlene Timberlake D'Adamo joined the CalPERS executive team in April 2016 as our chief compliance officer, responsible for all aspects of the Enterprise Compliance Division. She brings more than 25 years of finance and investment experience to her r… Read full bio

Fraser Van Rensburg

Managing Partner, Asante

Fraser is a Founder and Managing Partner at Asante. Fraser manages a number of the firm’s global fundraisings and maintains relationships with investors throughout Europe, North America, the Middle East and Asia. Prior to co-founding Asante, Fraser s… Read full bio

Elizabeth Wahab

Chief Operating Officer and Head of Investor Relations, Cornell Capital

Elizabeth is the Chief Operating Officer and Head of Investor Relations at Cornell Capital. Prior to joining the firm in 2018, she spent four years at Viking Global Investors as Head of Investor Relations, Human Resources and the Viking Global Founda… Read full bio

Kristin Williamson

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

Taehyun Yum

Principal, HarbourVest

Taehyun Yum joined HarbourVest in 2015 and focuses on supporting investment activity and investor relations in Korea. He joined the Firm from Unitas Capital, where he was an associate focused on financial modeling and the analysis of potential acquis… Read full bio

Sarah Zhang

Principal, Client and Partner Group, KKR Asia

Sarah Zhang is a Principal in the Client and Partners Group at KKR. She joined KKR in 2015 and is currently a product specialist focused on Private Markets products. She has been involved in the Firm's capital raising activities across Private Equity… Read full bio

2020 Advisory board

Built with PE & VC IR and Marketing/Communications professionals

We source insights from our distinguished line-up of advisors representing a broad variety of private equity and venture capital firms to make sure our agenda addresses the topics integral to modern investor relations and communications.

Christine Anderson

Global Head of External Relations, Blackstone

Christine Anderson is the Global Head of External Relations, overseeing Blackstone's Public Affairs, Marketing, and ESG functions. She leads Blackstone's efforts related to Environmental, Social and Governance issues and she serves as the primary spo… Read full bio
Mary Kate Bertke 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

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

The event has now ended. Scroll down to browse through the sessions that occurred at the Forum.

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

Day 1 Day 2
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Agenda

Day 1 - Thursday 9th

Global opening remarks
09:00 - 09:10

Global forum welcome and opening remarks

Firechat chat
09:05 - 09:55

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

Drake Paulson

With every LP touchpoint an opportunity to build trust, relationships and a potential future commitment, the fundraising lifecycle is anything but linear and “always-on.” But LP preferences are changing, and fundraisers are facing increasing competition and full re-up calendars. Making sure messaging and positioning is compelling, transparent and differentiated has never been more important.

This session will explore the state of LP/GP communication and offer insights from the perspectives of a leading investor to help capital raisers understand how they can utilize the power of their portfolio to cement relationships and long-term AUM growth.

Moderator:
Drake Paulson, Director, Nasdaq Private Fund Solutions

Panelist:
Michael St. Germain, Vice President, Segal Marco

A speaker photo for Drake Paulson

Drake Paulson

Director, Nasdaq Private Fund Solutions

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Plenary sessions
09:55 - 10:30

The transformation of IR and what the future holds

Jason Jerista, Nicole Adrien, Charles Bauer, Sam Bendix, Paige Brotherton, Thomas Franco
  • How Investor Relations has evolved over the past 18 months
  • Emerging opportunities that have surfaced
  • How the industry has thrived amid uncertainty
  • Developing new relationships without face-to-face meetings
  • Performing due diligence in an unprecedented environment
  • How to embrace and leverage the new normal
  • Building back confidence with investors
  • New processes for actively fundraising and sourcing deals in the era of Covid

Moderator:
Jason Jerista,
Managing Director, Investor Relations, LLR

Panelists:
Nicole Adrien,
Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management
Charles Bauer,
Partner, EnCap Investments
Sam Bendix, Managing Director, Investor Relations, Landmark Properties
Paige Brotherton, Partner, Investor Relations, Coller Capital
Thomas Franco,
Partner, Clayton, Dubilier & Rice

A speaker photo for Jason Jerista

Jason Jerista

Managing Director, Investor Relations, LLR

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Nicole Adrien Oaktree

Nicole Adrien

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

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A speaker photo for Charles Bauer

Charles Bauer

Partner, EnCap Investments

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A speaker photo for Sam Bendix

Sam Bendix

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

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Paige Brotherton, Coller Capital

Paige Brotherton

Partner, Coller Capital

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A speaker photo for Thomas Franco

Thomas Franco

Partner, Clayton, Dubilier & Rice

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10:40 - 11:25

Top trends for effective IR marketing & communication

John Thompson, Jenny Blinch, Tom Eckersley, Fiona Evans
  • Creating a consistent and transparent message
  • Online networking
  • Differentiating your brand message in a competitive market
  • Enhancing LP interaction

Moderator:
John Thompson
, Global Communications Director, Actis

Panelists:

Jenny Blinch, Global Head of Communications, Partners Group
Tom Eckersley,
Head of Marketing, Hg
Fiona Evans, Head of Marketing, ECI

A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

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A speaker photo for Jenny  Blinch

Jenny Blinch

Global Head of Communications, Partners Group

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A speaker photo for Tom Eckersley

Tom Eckersley

Head of Marketing, Hg

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A speaker photo for Fiona Evans

Fiona Evans

Head of Marketing, ECI

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11:25 - 12:10

IR communication after Covid: beyond crisis management

Nadia Damouni, Mary Armstrong, Melissa Greenberg, Cheryl Krauss
  • What are a firm’s communication responsibilities in an unprecedented year?
  • How to prevent overcommunication and information overload
  • What opportunities have risen from the past year?
  • Embracing and implementing new technology

Moderator:
Nadia Damouni, Managing Director, Prosek Partners

Panelists:
Mary Armstrong, Senior Vice President, Global Head of Marketing and Communication, General Atlantic
Melissa Greenberg, Head of Investor Relations, North Peak Capital Management
Cheryl Krauss, Chief Communications Officer, Barings

A speaker photo for Nadia Damouni

Nadia Damouni

Managing Director, Prosek Partners

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A speaker photo for Mary  Armstrong

Mary Armstrong

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

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A speaker photo for Melissa	 Greenberg

Melissa Greenberg

Head of Investor Relations, North Peak Capital Management

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A speaker photo for Cheryl Krauss

Cheryl Krauss

Chief Communications Officer, Barings

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12:10 - 12:55

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

Karen Bommart, Catherine Hornaday, Matthew Malone, Alexis Maskell
  • Tips to prepare you for your annual meeting season
  • Logistics and best practices amid precautions and restrictions
  • Investor expectations
  • Virtual vs. hybrid vs. in-person meetings: how to drive attendance
  • Where to allocate resources
  • IR and Communications team collaboration

Moderator:
Karen Bommart, Head of Investor Relations, Battery

Panelists:
Catherine Hornaday,
Vice President, StepStone Group
Matthew Malone, Partner, Privcap
Alexis Maskell, Partner, Global Head of Investor Relations, BC Partners

A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery

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A speaker photo for Catherine  Hornaday

Catherine Hornaday

Vice President, StepStone Group

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A speaker photo for Matthew  Malone

Matthew Malone

Partner, Privcap

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A speaker photo for Alexis Maskell

Alexis Maskell

Partner, Global Head of Investor Relations, BC Partners

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Keynote address
12:55 - 13:30

A conversation with ILPA’s Managing Director, Jennifer Choi: Best practices for incorporating DE&I into your role and organization

Jennifer Choi

Presenter:
Jennifer Choi, Managing Director, Industry Affairs, ILPA

A speaker photo for Jennifer Choi

Jennifer Choi

Managing Director, Industry Affairs, ILPA

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Plenary sessions
13:30 - 14:15

ESG integration & stakeholder expectations: Developing the dialogue with investors

Jordan Stutts, Christine Anderson, David Korngold, Stacie Selinger , John Thompson
  • Keeping pace with investor expectation
  • Incorporating ESG into your narrative
  • ESG-related disclosures
  • Harnessing the evolution of social issues
  • Has COVID-19 accelerated the prominence of ESG?
  • Avoiding greenwashing

Moderator:
Jordan Stutts, Senior Reporter, New Private Markets

Panelists:
Christine Anderson, Global Head of External Relations, Blackstone
David Korngold, Director, BSR
Stacie Selinger, Managing Director, Head of Investor Relations, GCM Grosvenor
John Thompson, Global Communications Director, Actis

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

Eliot Hodges, Katie Fasken, Irene Hong Edwards, Stacey Monteiro Leanos, Kristin Williamson
  • Articulating your capital deployment strategy to investors
  • Investor communication in a remote environment
  • Alternative streams of marketing your brand
  • Trends in LP appetite: allocations during the pandemic and beyond
  • Messaging during a crisis recovery
  • Forming virtual relationships

Moderator:
Eliot Hodges, Chief Executive Officer, Anduin

Panelists:
Katie Fasken, Managing Director, Slate Asset Management
Irene Hong Edwards, Principal, Head of Investor Relations, Lovell Minnick Partners
Stacey Monteiro Leanos, Director of Investor Relations, ACME
Kristin Williamson, Managing Director, Head of Corporate Marketing & Communications, Hamilton Lane

A speaker photo for Eliot Hodges

Eliot Hodges

Chief Executive Officer, Anduin

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A speaker photo for Katie Fasken

Katie Fasken

Managing Director, Slate Asset Management

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A speaker photo for Irene Hong Edwards

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

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A speaker photo for Stacey Monteiro Leanos

Stacey Monteiro Leanos

Director of Investor Relations, ACME

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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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15:00 - 15:45

Optimizing your digital strategy: embracing change

Joe Scannell, Devin Banerjee, Lindsay DeLarme, Kristy DelMuto
  • Embracing new technologies and subscription models
  • Conveying your message via social media
  • Compliance considerations
  • Utilizing podcasts and webinars
  • Website dos and don’ts

Moderator:
Joe Scannell, Senior Vice President, Head of Digital Communication, Prosek Partners

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

A speaker photo for Joe Scannell

Joe Scannell

Senior Vice President, Head of Digital, Prosek Partners

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A speaker photo for Devin Banerjee

Devin Banerjee

Editor at Large, LinkedIn

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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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15:45 - 16:30

LP insight: Aligning and maintaining successful relationships

Fraser Van Rensburg, Gina Lee Peyton, Joshua Segel, Christable Yau
  • Understanding investor expectations
  • Investor appetite and allocation in 2020/2021
  • Communication dos and don’ts
  • Messaging fundamentals
  • Differentiating and tailoring your message

Moderator:
Fraser Van Rensburg, Managing Partner, Asante

Panelists:
Gina Lee Peyton,
Head of Capital Fundraising & Partner, Castlelake
Joshua Segel,
Director, Allianz
Christable Yau, Partner, StepStone Group

A speaker photo for Fraser  Van Rensburg

Fraser Van Rensburg

Managing Partner, Asante

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A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Head of Capital Formation & Partner, Castlelake

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A speaker photo for Joshua Segel

Joshua Segel

Director, Allianz

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A speaker photo for Christable Yau

Christable Yau

Partner, StepStone Group

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16:30 - 17:10

Strengthening and differentiating your fundraising strategy

Chip Duggins, John Ide, Lisa Lee, Roseita Monteiro
  • Positioning your investment strategy and tailoring your messaging
  • Adapting to current environments and pivoting your fundraising strategy
  • Online fundraising tips
  • LP communication throughout a pandemic
  • Differentiating your firm when fundraising
  • Forecasting challenges in 2022 and beyond

Moderator:
Chip Duggins, Director, Lazard Private Capital Advisory

Panelists:
John Ide, Managing Director, Star Mountain Capital
Lisa Lee, Managing Director, Business Development, Providence Equity
Roseita Monteiro, Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management

A speaker photo for Chip Duggins

Chip Duggins

Director, Lazard Private Capital Advisory

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A speaker photo for John Ide

John Ide

Managing Director, Star Mountain Capital

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Lee, Lisa Providence Equity Partners

Lisa Lee

Managing Director, Business Development, Providence Equity

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A speaker photo for Roseita Monteiro

Roseita Monteiro

Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management

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17:20 - 17:55

Fireside chat with CalPERS’ Chief Diversity, Equity, and Inclusion Officer, Marlene Timberlake D’Adamo

Marlene Timberlake D’Adamo, Sarah Pringle
Interviewee:
Marlene Timberlake D’Adamo
, Chief Diversity, Equity, and Inclusion Officer, CalPERS
Interviewer:
Sarah Pringle, Editor, PE Hub
Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Diversity, Equity, and Inclusion Officer, CalPERS

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A speaker photo for Sarah Pringle

Sarah Pringle

Editor, PE Hub

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End of Day 1 of Conference
18:00 - 18:00

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

Agenda

Day 2 - Friday 10th

Morning keynote
09:00 - 09:40

Fireside chat with CalPERS’ Chief Diversity, Equity, and Inclusion Officer, Marlene Timberlake D’Adamo *Previously aired September 9

Marlene Timberlake D’Adamo, Sarah Pringle
Interviewee:
Marlene Timberlake D’Adamo
, Chief Diversity Equity, and Inclusion Officer, CalPERS
Interviewer:
Sarah Pringle, Editor, PE Hub
*Previously aired September 9
Marlene D'Adamo

Marlene Timberlake D’Adamo

Chief Diversity, Equity, and Inclusion Officer, CalPERS

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A speaker photo for Sarah Pringle

Sarah Pringle

Editor, PE Hub

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Think Tanks: Please join us for interactive, and in-depth conversations facilitated by our speakers and industry leaders.
09:40 - 10:25

Advanced IR: Best practices from industry leaders

Michael Bane, Selena Baxa, Reyno Norval

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

Facilitators:
Michael Bane,
Head of US Investor Relations, Ardian
Selena Baxa, Principal, Client Relations, IFC Asset Management Company
Reyno Norval, Managing Director, Asante

 

 

A speaker photo for Michael Bane

Michael Bane

Head of US Investor Relations, Ardian

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A speaker photo for Selena	 Baxa

Selena Baxa

Principal, Client Relations, IFC Asset Management Company

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A speaker photo for Reyno Norval

Reyno Norval

Managing Director, Asante

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09:40 - 10:25

Emerging IR: Taking your career to the next level

Kristin DePlatchett, Taylor Lawrence, Deepa Patil Madhani

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

Facilitators:
Kristin DePlatchett, Partner, Head of Investor Relations, Trilantic North America
Taylor Lawrence, Managing Director, Everstone
Deepa Patil Madhani, Head of Investor Relations, One Rock Capital

Kristin DePlatchett Trilantic

Kristin DePlatchett

Partner, Head of Investor Relations, Trilantic North America

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Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Director, Everstone

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Deepa Patil Madhani One Rock Capital

Deepa Patil Madhani

Head of Investor Relations, One Rock Capital

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Plenary sessions
10:25 - 11:10

Diversifying your investor base

Warren Hibbert, Robert Klein, Taylor Lawrence, Bassirou Niang
  • How to secure funding from international investors
  • Working with a placement agent
  • Positioning innovative investment strategies
  • New strategies for finding foreign and domestic LPs
  • Working with global teams
  • Alternative processes of active fundraising

Moderator:
Warren Hibbert, Managing Partner, Asante

Panelists:
Robert Klein,
Partner, Redbird Capital Partners
Taylor Lawrence, Managing Director, Everstone
Bassirou Niang, Fundraising and Investor Relations, DPI

A speaker photo for Warren Hibbert

Warren Hibbert

Managing Partner, Asante

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Robert Klein RedBird Capital Partners

Robert Klein

Partner, RedBird Capital Partners

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Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Director, Everstone

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A speaker photo for Bassirou Niang

Bassirou Niang

Fundraising and Investor Relations. DPI

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11:10 - 11:55

Video for LP Communications: Opportunities and Challenges

David Snow, Judy Chambers, Cathleen Ellsworth

Presentation by David Snow, Partner, Privcap

Following session interview:

Moderator:
David Snow, Partner, Privcap

Panelists:
Judy Chambers,
Managing Principal, Private Markets Consultant, Meketa
Cathleen Ellsworth, Partner, Lindsay Goldberg

A speaker photo for David Snow

David Snow

Partner, Privcap

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A speaker photo for Judy Chambers

Judy Chambers

Managing Principal, Private Markets Consultant, Meketa

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A speaker photo for Cathleen Ellsworth

Cathleen Ellsworth

Partner, Lindsay Goldberg

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11:55 - 12:40

The role of IR inside the GP organization: Managing expectations

Tracy Harris, Selena Baxa, Karen Bommart, Amber Hilkene
  • Communication factors to consider when working with a remote team
  • Guiding your portfolio team through the pandemic and beyond
  • Keeping the company narrative consistent inside your organization
  • Working with internal teams: communicating changes and initiatives
  • Disclosing bad news

Moderator:
Tracy Harris, Partner – Investor Relations & Product Strategy, Siris

Panelists:
Selena Baxa,
Principal Investment Officer, Client Relations, IFC Asset Management Company
Karen Bommart, Head of Investor Relations, Battery
Amber Hilkene, Partner, Head of Investor Relations & Communication, AnaCap

A speaker photo for Tracy  Harris

Tracy Harris

Partner – Investor Relations & Product Strategy, Siris

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A speaker photo for Selena	 Baxa

Selena Baxa

Principal, Client Relations, IFC Asset Management Company

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A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery

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Amber Hilkene, AnaCap

Amber Hilkene

Partner, Head of Investor Relations & Communication, AnaCap

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01:00 - 13:00

End of Conference

Partner with us

The Forum offered a unique opportunity for organizations to raise their profile by meeting with private equity & venture capital investor relations, marketing and communications professionals across two days of sessions.

For exclusive sponsorship packages for 2021, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.

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

David Kimis, Saloni Jhaveri, Debbi Sutuntivorakoon, Taehyun Yum, Sarah Zhang
  • The growth of in-house fundraising teams
  • Investor communications strategies during Covid
  • Inbound and outbound capital raising
  • Tailoring investment strategies to LPs
  • Approaches for working with placement agents

Moderator:
David Kimis, Private Fund Advisory Group, Lazard

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

A speaker photo for David Kimis

David Kimis

Member, Private Funds Advisory Group, Lazard

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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 Taehyun Yum

Taehyun Yum

Principal, HarbourVest

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A speaker photo for Sarah Zhang

Sarah Zhang

Principal, Client and Partner Group, KKR Asia

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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

Anamica Broetz, Gerald Carton, Chris Davison, Giada De Mattia, Nicole Downer, Chloe Lavedrine
  • Developing LP relationships
  • Securing and growing foreign capital
  • Rethinking your investor base due to Brexit
  • Tailoring your investment strategy
  • Solutions to key issues and regulations when marketing a fund
  • Maneuvering the complexities of AIFMD

Moderator:
Anamica Broetz, Head of Coverage & IR, DWS Private Equity

Panelists:
Gerald Carton
, Partner, Coller Capital
Chris Davison,
Head of Investor Relations – Partner, Permira
Giada De Mattia,
 Partner, StepStone Europe
Nicole Downer,
Managing Partner, MV Credit
Chloe Lavedrine,
Managing Director, Centerbridge Partners

 

A speaker photo for Anamica Broetz

Anamica Broetz

Head of Coverage & IR, DWS Private Equity

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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 Giada De Mattia

Giada De Mattia

Partner, StepStone Group

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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, Centerbridge Partners

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13:00 - 14:00

Fireside chat

Tess Pula, Claire Fraser

Moderator:
Tess Pula, Executive – Sustainability, Macquarie Asset Management

Panelist:
Claire Fraser, Head of Marketing & Communications, Allianz Real Estate

A speaker photo for Tess Pula

Tess Pula

Executive - Sustainability, Macquarie Asset Management

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A speaker photo for Claire Fraser

Claire Fraser

Head of Marketing & Communications, Allianz Real Estate

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