Facilitators:
Patricia Grad, Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Lisa Lee, Managing Director, Business Development, Providence Equity

Facilitators:
Molly Blemker, Director, Corporate Communications, Castlelake
Mariel Seidman-Gati, Vice President, Prosek   
Kristina Matthews, Head of IR & ESG, Brightwood Capital
Gina Lee Peyton, Head of Capital Formation & Partner, Castlelake

Speakers:
Dana Johns, Senior Portfolio Manager, Maryland State Retirement and Pension System
Kelly Williams, CEO, The Williams Legacy Foundation

• How investor relations has changed since the beginning: Lessons learned
• Maneuvering and adapting during times of crisis: then and now
• Innovative approaches for effective investor relations amid uncertainty
• Maintaining LP relationships and making new connections in a virtual world

Moderator:
Adam Handwerker, Managing Director, Lazard Private Capital Advisory

Panelists:
Nicole Adrien, Managing Director, Chief Product Officer and Global Head of Client Relations, Oaktree
Nathan Bishop, Managing Director and Head of Institutional Investor Relations, North America, HarbourVest
Dennis Ever, Partner and Head of Global Investor Relations, L Catterton
Garrett Walls, Global Head of Investor Relations, Angelo Gordon

• Effective LP-GP communication strategies
• GP dos and don’ts
• Investor benchmarks that GPs should know
• Best practices in LP reporting

Moderator:
Karen Bommart, VP,Head of Investor Relations, Battery

Panelists:
Anita Hariton, Head of Investor Services, Commonfund
Robert Klein, Partner, RedBird Capital Partners
Roseita Monteiro, Business Development and Investor Relations, Manulife
Anton Orlich, Head of Alternative Investments, Kaiser Permanente

• Implementing an engaging AGM that goes beyond a videoconference
• Investor engagement and interactive solutions
• Benefits, concerns and considerations
• Infrastructure issues and technology tips
• Is a virtual/live hybrid model sustainable?

Moderator:
David Wells, Partner, Prosek Partners

Panelists:
Mary Kate Bertke, Principal, Head of Investor Relations, Great Hill Partners
Gina Lee Peyton, Head of Capital Formation & Partner, Castlelake
Elizabeth Wahab, Chief Operating Officer and Head of Investor Relations, Cornell Capital

Facilitators:
Katrina Allen, Executive Vice President – Financial Communications & Capital Markets, Edelman
Renee Calabro, Executive Vice President & Head of Capital Markets Communication, Edelman
Tim Quinn, Vice President, Financial Communications & Capital Markets, Edelman

• What are a firm’s communication responsibilities in an unprecedented year?
• Managing the needs of different stakeholders
• What opportunities have risen from the past year of crises?
• How have outside influences, such as political factors, changed communication strategies?
• How to be proactive vs. reactive

Moderator:
John Thompson, Global Communications Director, Actis

Panelists:
Mary Armstrong, Global Head of Marketing & Communications, General Atlantic
Brittany Cash, Vice President, Public Investor Relations & Communications, Ares Management Corporation
Michael Hong, Partner, Davis Polk
Kate McGann, Vice President-Public Relations North America, Hamilton Lane

• How do you fundraise when you can’t get on a plane?
• Managing the process and broadening your skill set
• Maintaining the feel of connectivity
• Strategies and solutions
• Obstacles to be aware of

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

Panelists:
Matthew Coad, Principal, Investor Relations, Victor Park Capital
Michelle Daubar, Partner-Investor Relations & Communications, Oak HC/FT
Jason Jerista, Managing Director, Investor Relations, LLR Partners
Maggie Littlefield Sahlman, Head of Investor Relations, Charlesbank Capital Partners

• Differentiating your firm
• Strategies to differentiate your firm
• Building credibility in the market
• Conveying your firm’s operations and business model
• Techniques on staying involved with your investors: how much do they want to hear from you?
• Communicating with/servicing potential investors
• Critical relationship management

Moderator:
Drake Paulson, Director of Client Success, eVestment Private Markets

• Digital and experiential marketing to support sourcing of investment opportunities
• Conveying your unique story
• Where does marketing fit into your recruitment strategy as your firm grows?
• Structuring and building an in-house marketing/communications team

Facilitator:

Molly Blemker, Director, Corporate Communications, Castlelake
Mariel Seidman-Gati, Vice President, Prosek
Taylor Lawrence, Managing Partner, Everstone Capital

Facilitators:
Joshua Adams, Managing Director and Global Head of Business Development, OpenGate Capital  
Alanna Chaffin, Co-Head, Investor Relations and Communications, OpenGate Capital

Facilitators:
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR
Gina Lee Peyton, Head of Capital Formation and Partner, Castlelake

• Latest trends in GP-led secondaries
• 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

Moderator:
Kevan Comstock, Managing Director, Co-Head North American Private Equity, Lazard Private Capital Advisory

Panelists:
Troy Barnett, Partner, Secondary Investments, Adams Street
Paige Brotherton, Partner, Coller Capital
Priya Pradhan Karkar, Managing Director and Head of Investor Relations, Kline Hill Partners
John Leone, Managing Partner, Fairview Capital Group

• How has the industry evolved over the past year and what lessons have been learned?
• Maintaining relationships amid travel restrictions, remote working and industry obstacles
• What opportunities have emerged and how can IR teams leverage them for the future?
• What will the IR space look like after a return to normalcy? Will we revert to the old ways or embrace current changes?

Moderator:
Sarah Smith, Managing Director, Advent International

Panelists:
Wendy Li, Managing Director, Mother Cabrini Health Foundation 
Melanie Mitchell, Investor Relations Professional, Triton Partners
Gina Lee Peyton, Partner and Head of Capital Formation, Castlelake