The Forum has now ended. Click here to view our upcoming Investor Relations, Marketing & Communications Global Forum, taking place September 9-10.

Navigating the future of PE Investor Relations, Marketing & Communications

In its sixteenth year, the Forum brought together the most active private equity IR, marketing and communications professionals to focus on best practices in LP relations, branding, communications and marketing strategies. IR professionals got together at a critical time to share their biggest day-to-day pain points in dealing with the year’s crisis, their concerns and hopes for future fundraising and ultimately uncovered how others prepared for and navigated through headwinds.

Regulations impacting investor communication, greater competition for capital and greater LP requests have all created increasing challenges. Through exclusive panels, roundtable discussions, and the many networking opportunities, the Forum provided a unique opportunity to learn from heavy hitters in the industry. These industry experts discussed how they have learned to best position themselves in their careers as IR and marketing professionals and tips for distinguishing their firms from the competition.

Industry experts addressed critical topics and issues including:

  • Fundraising in a challenging environment
  • Tailoring your message and targeting your audience
  • How AI, predictive analytics, and smart tech is transforming the IR space
  • Virtual AGM success
  • Successful strategies to leverage and manage a deal team
  • Transitioning to a virtual world
  • Creating an ideal experience for current and prospective LPs
  • Shaping your ESG message to meet investor expectation
  • Harnessing digital marketing to strengthen your campaign

 

Learn key strategies to differentiate your firm and succeed in securing capital

The Forum’s in-depth sessions were designed to help attendees formulate effective plans and develop crucial strategies to attract investors. It is crucial to know how to leverage the LP-GP dynamic to maximize your marketing, communications, fundraising, and strategic investor relations functions.

Discuss how to grow your role at your firm

Attendees heard firsthand accounts of how to grow their profiles within the PE-VC space, create value internally, and understand critical success factors in their careers. Staying on top of best practices in terms of IR team dynamics, internal management, and making sure your role is really understood is critical for private equity firms and your future career development.

Network with peers at the premier IR event

The Investor Relations, Marketing & Communications Forum has established a reputation as the foremost IR event, bringing together the best and brightest in the field. Attendees networked, learned key strategies for carving their niche in IR and enhanced investor relations connections.

Fireside Chat: A conversation with Kelly Williams and Dana Johns

Dana Johns
Senior Portfolio Manager
Maryland State Retirement and Pension System

Kelly Williams
CEO, The Williams Foundation
Co-CEO and Founding Chair, Private Equity Women Investor Network (PEWIN)

Experience the Forum on our virtual platform

Watch our guided video for a preview of the 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!


Past attendees include

Alpha Square Group
Altas Partners
Aquiline Capital Partners
Basis Investment Group
BentallGreenOak
Berkshire Partners
BlackRock
CBRE Caledon
Churchill Asset Management
Clayton, Dubilier & Rice
Cornell Capital LLC
Evercore
Frontier Capital
General Atlantic
GI Partners
Global Infrastructure Partners
Harrison Street
IFM Investors
Invesco
Kainos Capital LP
LEM Capital
Marlin Equity Partners
Metropolitan Partners Group
New Mountain Capital
Northleaf Capital Partners
Perceptive Advisors
Ridgemont Equity Partners
Riverstone Holdings
Stockbridge Capital
Strattam Capital
The Sterling Group
Thomas H. Lee Partners
Trilantic Capital Partners
Unison Capital
Verdane Capital
Welsh, Carson, Anderson & Stowe
ZMC

Testimonials

Jillian Hazelton, Audax Group

The only event for PE Marketing & Communications professionals!

Chris White, Insight Equity

Great educational and networking event for any private assets IR professional

Frank Richard Apollo, Hines

Being new to IR, the conference was a fantastic introduction and summary of the importance issues facing GPs.

Sponsors and partners included

View all sponsors
View all sponsors

 

Preview how to navigate the virtual platform for the 2021 Investor Relations, Marketing, and Communications virtual Forum.

Features include:
» Profile and agenda customization
» Schedule 1-to-1 or private group meetings
» On-Demand access for 12 months
» Live and interactive sessions with audience Q&A
» And so much more!

 

Participate in live and interactive discussions

Through the integrated Zoom platform, attendees participated in a wide range of impactful discussions in various formats that included invitation only think-tankssector focused breakout sessions and keynote discussions with private equity industry leaders.

Platform highlights include:

  • Live panel discussions with live audience Q&A
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months

Network and build relationships

Networking opportunities included:

  • Early access to the platform: Customize your own individual profile and personal agenda and browse through fellow attendee and speaker profiles.
  • 1-on-1 and group private video meetings: Setup private virtual meetings with fellow event attendees anytime throughout the two days of the event.
  • Search attendees and send private messages: Search attendee profiles and send fellow attendees a message. Use the built-in search function to filter the list of attendees based on criteria such as fund type, sector focus, strategy, AUM, etc

Meet with globally recognized service providers, fund managers, and associations

Learn more about our event sponsors and partners in the virtual networking lounge. The virtual networking rooms can be accessed at anytime and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available

2021 Agenda

 

View the agenda which shows the speakers and topics discussed at the Investor Relations, Marketing & Communications Forum 2021.

 

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 13th

Pre-conference sessions
10:00 - 10:40

Pre-conference workshop: Investors committing to DEI—now what?

Patricia Grad, Lisa M. Lee

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

A speaker photo for Patricia Grad

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Read bio
Lee, Lisa Providence Equity Partners

Lisa M. Lee

Managing Director, Business Development, Providence Equity Partners

Read bio
10:00 - 10:40

Pre-conference workshop: Women’s networking roundtable

Mariel Seidman-Gati, Kristina Matthews, Gina Lee Peyton

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

Mariel Seidman Gati, Prosek Partners

Mariel Seidman-Gati

Vice President, Prosek Partners

Read bio
A speaker photo for Kristina Matthews

Kristina Matthews

Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Read bio
A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Head of Capital Formation & Partner, Castlelake

Read bio
Main sessions
10:40 - 10:50

PEI welcome & opening remarks

Melissa Baer, Senior Conference Producer, PEI Media

 

10:50 - 11:30

Fireside Chat: A conversation with Kelly Williams, The Williams Legacy Foundation and Dana Johns, Maryland State Retirement and Pension System

Dana Johns, Kelly Williams

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

A speaker photo for Dana Johns

Dana Johns

Senior Portfolio Manager, Maryland State Retirement and Pension System

Read bio
Kelly Williams The Williams Legacy Foundation

Kelly Williams

CEO, The Williams Legacy Foundation

Read bio
11:30 - 12:10

Straight from the top: a discussion with IR pioneers

Adam Handwerker, Nicole Adrien, Nathan Bishop, Dennis Ever, Garrett Walls,
  • 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

A speaker photo for Adam  Handwerker

Adam Handwerker

Managing Director, Lazard Private Capital Advisory

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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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Nathan Bishop HarbourVest

Nathan Bishop

Managing Director & Head of Institutional Investor Relations, HarbourVest

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Dennis Ever, L Catterton

Dennis Ever

Partner and Head of Global Investor Relations, L Catterton

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garrett walls Angelo Gordon

Garrett Walls,

Global Head of Investor Relations, Angelo Gordon

Read bio
12:10 - 12:45

LP insight: Aligning and maintaining successful relationships

Karen Bommart, Anita Hariton, Robert Klein, Roseita Monteiro, Anton Orlich
  • 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

 

A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery Ventures

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Anita Hariton Commonfund

Anita Hariton

Managing Director, Head of Investor Services

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Robert Klein RedBird Capital Partners

Robert Klein

Partner, RedBird Capital Partners

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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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Anton Orlich, Kaiser Permanente

Anton Orlich

Head of Alternative Investments, Kaiser Permanente

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12:45 - 13:25

Organizing and executing an effective, virtual AGM

David Wells, Mary Kate Bertke, Gina Lee Peyton, Elizabeth Wahab
  • 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 PeytonHead of Capital Formation & Partner, Castlelake
Elizabeth Wahab, Chief Operating Officer and Head of Investor Relations, Cornell Capital

David Wells Prosek Partners

David Wells

Partner, Prosek Partners

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Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Managing Director, Head of Investor Relations , Great Hill Partners

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A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Head of Capital Formation & Partner, Castlelake

Read bio
A speaker photo for Elizabeth Wahab

Elizabeth Wahab

Chief Operating Officer and Head of Investor Relations, Cornell Capital

Read bio
Coffee house chats: Extend the conversation and keep the buzz going. Please join us for small group, interactive, and in-depth conversations facilitated by our speakers and industry leaders.
13:25 - 13:55

Coffee House Room 1: Trendspotting with Edelman: The results of Edelman’s 2021 Survey of PE Communications and Marketing professionals revealed

Renee Calabro

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

 

Renee Calabro Edelman

Renee Calabro

Executive Vice President, Head of Capital Markets Communications, Edelman

Read bio
13:25 - 13:55

Coffee House Room 2: From Strategy to Solution Provider: The challenges and considerations for IR teams looking to non-flagship fundraising

David Kanto, Nithin Johnson
Facilitators:
Nithin JohnsonHead of Business Development, Tikehau Capital North America LLC
David Kanto, Global Head of GP Sales, eVestment

 

David Kanto, eVestment

David Kanto

Global Head of General Partner Sales, eVestment Private Markets

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Nithin Johnson, Tikehau Capital

Nithin Johnson

Head of Business Development, Tikehau Capital

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Afternoon breakouts
13:55 - 14:40

Communicating in volatile times

John Thompson, Mary Armstrong, Brittany Cash, Michael Hong, Kate McGann
  • 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 HongPartner, Davis Polk
Kate McGann, Vice President-Public Relations North America, Hamilton Lane

A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

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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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Brittany Cash Ares Management Corporation

Brittany Cash

Vice President, Public Investor Relations & Communications, Ares Management Corporation

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A speaker photo for Michael Hong

Michael Hong

Partner, Davis Polk and Wardwell LLP

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A speaker photo for Kate McGann

Kate McGann

Vice President, Corporate Communications & PR, Hamilton Lane

Read bio
13:55 - 14:40

The art of virtual fundraising

Tracy Harris, Matthew Coad, Michelle Daubar, Jason Jerista, Maggie Littlefield Sahlman
  • 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

A speaker photo for Tracy  Harris

Tracy Harris

Partner, Investor Relations and Product Strategy, Siris Capital

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A speaker photo for Matthew Coad

Matthew Coad

Principal, Victory Park Capital

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Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations and Communications, Oak HC/FT

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Jason Jerista, LLR Partners

Jason Jerista

Managing Director, Investor Relations, LLR Partners

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Maggie Littlefield Sahlman Charlesbank Capital Partners

Maggie Littlefield Sahlman

Head of Investor Relations, Charlesbank Capital Partners

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14:40 - 15:20

Investor relations when you’re not actively fundraising: setting the table

Drake Paulson, Alanna Chaffin, Irene Hong Edwards, Kimberly Kile, Deepa Patil Madhani
  • 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 PaulsonDirector of Client Success, eVestment Private Markets

Panelists:
Alanna ChaffinCo-Head, Investor Relations and Communications, OpenGate Capital
Irene Hong Edwards, Principal, Head of Investor Relations, Lovell Minnick Partners
Kimberly Kile, General Partner, ABS Capital Partners
Deepa Patil Madhani, Head of Investor Relations, One Rock Capital

 

A speaker photo for Drake Paulson

Drake Paulson

Senior Director, eVestment Private Markets

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Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

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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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Kim Kile ABS Capital Partners

Kimberly Kile

General Partner, ABS Capital Partners

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Deepa Patil Madhani One Rock Capital

Deepa Patil Madhani

Head of Investor Relations

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14:40 - 15:20

Marketing and communications to strengthen your brand and drive growth

Gina Bauman, Christine Anderson, Lindsay DeLarme, Kristy DelMuto, Laura Manley
  • 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
Moderator:
Gina BaumanSenior Vice President of Marketing and Investor Relations, IVP
 
Panelists:
Christine Anderson, Senior Managing Director and Global Head of Public Affairs, Blackstone
Lindsay DeLarme,
Senior Vice President of Corporate Communications and Branding, Oaktree Capital
Kristy DelMuto
Vice President, Strategic Marketing, LLR Partners
Laura Manley, Chief Marketing Officer, MetLife Investment Management

 

A speaker photo for Gina Bauman

Gina Bauman

Senior Vice President of Marketing and Investor Relations, IVP

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A speaker photo for Christine Anderson

Christine Anderson

Global Head of External Relations, Blackstone

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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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Laura Manley MetLife Investment Management

Laura Manley

Chief Marketing Officer, MetLife Investment Management

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Coffee house chats: Extend the conversation and keep the buzz going. Please join us for small group, interactive, and in-depth conversations facilitated by our speakers and industry leaders.
15:20 - 15:50

Coffee House Room 1: Building brand equity: Why reputation management matters in PE

Molly Blemker, Mariel Seidman-Gati, Taylor Lawrence

Facilitator:

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

 

Molly Blemker, Castlelake

Molly Blemker

Director, Corporate Communications - Castlelake

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Mariel Seidman Gati, Prosek Partners

Mariel Seidman-Gati

Vice President, Prosek Partners

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Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Partner, Everstone Capital

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15:20 - 15:50

Coffee House Room 2: Strategies for first-time fund managers

Joshua Adams, Alanna Chaffin

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

Joshua Adams Global Head of Business Development

Joshua Adams

Managing Director, Global Head of Business Development, OpenGate Capital

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Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

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15:20 - 15:50

Coffee House Room 3: The IR Team: Talent Recruitment, management, development

Gina Lee Peyton, Melissa Mounce

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

 

A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Head of Capital Formation & Partner, Castlelake

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Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

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Plenary session
15:50 - 16:30

The Secondaries market: Key takeaways and strategies for success

Kevan Comstock, Troy Barnett, Paige Brotherton, Priya Pradhan Karkar, John Leone
  • 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

Kevan Comstock Lazard

Kevan Comstock

Managing Director, Co-Head North America Private Equity, Lazard

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Troy Barnett Adams Street Partners

Troy Barnett

Partner, Secondary Investments, Adams Street

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Paige Brotherton, Coller Capital

Paige Brotherton

Partner, Coller Capital

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Priya Karkar Kline Hill Partners

Priya Pradhan Karkar

Managing Director and Head of Investor Relations, Kline Hill Partners

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A speaker photo for John Leone

John Leone

Managing Partner, Fairview Capital Group

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16:30 - 17:10

The 12-month transformation of IR in 2020 and what the future holds

Sarah Smith, Wendy Li, Melanie Mitchell , Gina Lee Peyton
  • 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

A speaker photo for Sarah Smith

Sarah Smith

Managing Director, Advent International

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Wendy Li, MCHF

Wendy Li

Managing Director, Mother Cabrini Health Foundation

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Melanie Mitchell Triton Partners

Melanie Mitchell

Investor Relations Professional, Triton Partners

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A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Head of Capital Formation & Partner, Castlelake

Read bio
End of conference
17:10 - 17:15

Please join us for day two of the conference tomorrow morning, April 14, beginning at 10:00 am EDT

Agenda

Day 2 - Wednesday 14th

Pre-conference Think Tanks
10:00 - 10:45

Advanced IR: Best practices from industry leaders

Chad Alfeld, Franny Jones

Facilitators:
Chad Alfred, Partner, Landmark Partners
Catherine Coleman, Head of Investor Relations, WindRose Health Investors
Franny Jones
, Managing Director, The Sterling Group

 

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

Chad Alfeld, Landmark Partners

Chad Alfeld

Partner, Landmark Partners

Read bio
A speaker photo for Franny Jones

Franny Jones

Managing Director, Investor Relations, The Sterling Group

Read bio
10:00 - 10:45

Emerging IR Professionals: Jumpstart Your Career

Irene Hong Edwards, Megan Lundy

Facilitators:
Irene Hong-Edwards, Principal, Head of Investor Relations, Lovell Minnick Partners
Megan Lundy
, Managing Director, Audax Group

 

*NOTE: This session is recommended for those in the beginning stages of their IR careers.

 

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 Megan Lundy

Megan Lundy

Managing Director, Audax Group

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10:00 - 10:45

Marketing & communications: Strategies for success (invitation-only)

Bill Haynes, Christine Anderson, Kristy DelMuto, Ryan Parker

Moderator:
Bill Haynes
, Founder and CEO, BackBay Communications

Panelists:
Christine Anderson
, Senior Managing Director and Global Head of Public Affairs & Marketing, Blackstone
Kristy DelMuto, Vice President, Strategic Marketing, LLR
Ryan Parker, Director of Marketing, Trivest

A speaker photo for Bill Haynes

Bill Haynes

Founder & CEO, BackBay Communications

Read bio
A speaker photo for Christine Anderson

Christine Anderson

Global Head of External Relations, Blackstone

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Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

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Ryan Parker Trivest

Ryan Parker

Director of Marketing, Trivest

Read bio
Main Sessions
10:40 - 10:45

Opening Remarks

Melissa Baer, Senior Conference Producer, PEI Media

 

10:45 - 11:25

Sharpening your fundraising strategy

Kristin DePlatchett, Allison Cole, Caryn Feinberg, Conrad Gorospe, Jennifer James
  • Preparing and implementing a timeline.
  • Readying investors for you to come to market
  • Managing LPs through due diligence
  • Prepping your internal team: areas to highlight, areas to downplay
  • Delivering feedback to colleagues during a roadshow
  • Motivations to enhance and market a fund

Moderator:
Kristin DePlatchett,
Partner, Head of Investor Relations, Trilantic North America

Panelists:
Allison Cole, 
Managing Director, Head of Fundraising & Investor Relations, Lightyear Capital
Caryn Feinberg, Managing Director, Probitas Partners
Conrad Gorospe, Principal, Insight Partners
Jennifer James, Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing, Thoma Bravo

Kristin DePlatchett Trilantic

Kristin DePlatchett

Partner, Head of Investor Relations, Trilantic North America

Read bio
A speaker photo for Allison Cole

Allison Cole

Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital

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Caryn Feinberg, Probitas Partners

Caryn Feinberg

Managing Director, Probitas Partners

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Conrad Gorospe Insight Partners

Conrad Gorospe

Head of North America Fundraising & Investor Relations, Insight Partners

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Jennifer James, Thoma Bravo

Jennifer James

Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing, Thoma Bravo

Read bio
11:25 - 12:05

The SPAC Boom: Implications and considerations

Roshni Banker Cariello, Jennifer Kwon Chou, Priscilla Guevara, David Panton, Stacie Selinger
  • Fundraising and structuring
  • Transaction targets and ROI
  • De-Spacing process considerations
  • Benefits, risks, and rewards

Moderator:
Roshni Cariello Banker,
Partner, Davis Polk

Panelists:
Jennifer Kwon Chou, Chief Strategy Officer, The Gores Group
Priscilla Guevara, Head of Investor Relations, Science Ventures
David Panton, Managing Partner, Navigation Capital
Stacie Selinger, Head of Investor Relations, GCM Grosvenor

Roshni Banker Cariello, Davis Polk

Roshni Banker Cariello

Partner, Davis Polk

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Jennifer Kwon Chou The Gores Group

Jennifer Kwon Chou

Managing Director, Chief Strategy Officer, The Gores Group

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A speaker photo for Priscilla Guevara

Priscilla Guevara

Head of Investor Relations, Science Ventures

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David Panton Navigation Capital

David Panton

Managing Partner, Navigation Capital

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A speaker photo for Stacie Selinger

Stacie Selinger

Managing Director, Head of Investor Relations, GCM Grosvenor

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Coffee house chats: Extend the conversation and keep the buzz going. Please join us for small group, interactive, and in-depth conversations facilitated by our speakers and industry leaders.
12:05 - 12:35

Coffee House Room 1: How IR teams are leveraging technology, analytics, and smart tech

Melanie Ramdeen Mclean, Angelica Tigan

Facilitators:
Melanie Ramdeen Mclean, Vice President and Senior Product Manager, eFront Investment
Angelica Tigan, Director at BlackRock and Global Head of Business Development, eFront Investment

 

Melanie Ramdeen Mclean, eFront

Melanie Ramdeen Mclean

Vice President and Senior Product Manager at eFront

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Angelica Tigan, eFront Investment

Angelica Tigan

Director at BlackRock and Global Head of Business Development for eFront Investment Café

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12:05 - 12:35

Coffee House Room 2: LPAC dos and dont's

Leor Landa, Sarah Smith

Facilitators:
Leor Landa, Partner, Davis Polk
Sarah Smith, Managing Director, Advent International

 

Leor Landa, Davis Polk

Leor Landa

Partner, Head of Investment Management, Davis Polk

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A speaker photo for Sarah Smith

Sarah Smith

Managing Director, Advent International

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Plenary sessions
12:35 - 13:15

ESG best practices for the in-house GP

Helee Lev, Ruth Lane, Ken MacFadyen, John Thompson
  • Structuring an ESG team
  • Reporting to investors while communicating your plan
  • Understanding overarching initiatives and KPIs
  • Meeting criteria for key ESG funds
  • Understanding the nuances of ESG and conveying that message to investors

Moderator:
Helee Lev,
Chief Revenue Office and Board Member, Goby

Panelists:
Ruth Lane, Head of Investor Relations-ESG Officer, ATL Partners
Ken MacFadyen, Head of Content, BackBay Communications
John Thompson, Global Communications Director, Actis

Helee Lev, Goby

Helee Lev

Chief Revenue Office and Board Member, Goby

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Ruth Lane ATL Partners

Ruth Lane

Head of Investor Relations, ATL Partners

Read bio
A speaker photo for Ken MacFadyen

Ken MacFadyen

Senior Vice President, Head of Content Development, BackBay Communications

Read bio
A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

Read bio
13:15 - 14:00

Building and protecting your relationships in a virtual world

Renee Calabro, Lynn Alexander, Kristin Custar, Mary Catherine Manin
  • Lessons from a crisis: advancements in virtual networking in 2020
  • Best practices for conveying surprising or disappointing news virtually
  • How to keep fresh and nurture your long-term relationships
  • Advice for starting new relationships in a virtual world

Moderator:
Renee Calabro, 
Executive Vice President and Head of Capital Markets Communication, Edelman

Panelists:
Lynn Alexander, Partner, Investor Relations, Kelso & Company 
Kristin Custar,
Partner and Head of Global Investor Capital Group, The Jordan Company
Mary Catherine Manin,
 Managing Director and Head of Marketing & Investor Relations, Stone Point Capital

Renee Calabro Edelman

Renee Calabro

Executive Vice President, Head of Capital Markets Communications, Edelman

Read bio
Lynn, Alexander Kelso & Company

Lynn Alexander

, Partner, Investor Relations, Kelso & Company

Read bio
Kristin Custar The Jordan Company

Kristin Custar

Partner, The Jordan Company

Read bio
Mary Manin Stone Point Capital

Mary Catherine Manin

Managing Director and Head of Marketing & Investor Relations, Stone Point Capital

Read bio
End of conference
14:00 - 14:00

Mark you calendar for PEI’s Global Investor Relations, Marketing and Communications Forum on September 9-10, 2021.

2021 Speakers

 

Scroll down to view the speakers who participated in the Investor Relations, Marketing & Communications Forum 2021.

Joshua Adams Global Head of Business Development

Joshua Adams

Managing Director, Global Head of Business Development, OpenGate Capital

Mr. Adams is based in the firm’s Los Angeles office as Managing Director and Global Head of Business Development and is responsible for all aspects of the origination process including identifying, originating, and qualifying new investment opportuni… Read full bio
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
Lynn, Alexander Kelso & Company

Lynn Alexander

, Partner, Investor Relations, Kelso & Company

Lynn joined Kelso in 2010. She is focused on marketing, fundraising and investor relations. She spent the preceding eight years as an active leader in a variety of non-profit organizations and raising her four children. She spent the previous seven y… Read full bio
Chad Alfeld, Landmark Partners

Chad Alfeld

Partner, Landmark Partners

Bo coming soon...

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
Troy Barnett Adams Street Partners

Troy Barnett

Partner, Secondary Investments, Adams Street

Troy is responsible for all aspects of the secondary business, including strategy, investments, fundraising, and portfolio construction. In addition to leading North American opportunities, he also spends significant time developing Adams Street’s se… Read full bio

Gina Bauman

Senior Vice President of Marketing and Investor Relations, IVP

Gina Bauman joined IVP in 2008. Gina is responsible for creating and managing the marketing, investor relations, and communication programs at IVP, as well as working closely with firm's portfolio companies. Ms. Bauman brings extensive marketing, com… 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
Nathan Bishop HarbourVest

Nathan Bishop

Managing Director & Head of Institutional Investor Relations, HarbourVest

Nate Bishop is the Head of Institutional Investor Relations for North America having joined HarbourVest in 2008. In his role, Nate leads a team focused on coordinating, monitoring, and enhancing relationships with new and existing investors as well a… Read full bio
Molly Blemker, Castlelake

Molly Blemker

Director, Corporate Communications - Castlelake

Ms. Blemker joined Castlelake in 2016 and is part of the Corporate Communications team, focused on supporting the firm through media relations, internal communication, and capital raising and investor relations initiatives. Prior to joining Castlelak… Read full bio

Karen Bommart

Head of Investor Relations, Battery Ventures

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
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
Renee Calabro Edelman

Renee Calabro

Executive Vice President, Head of Capital Markets Communications, Edelman

Renee Calabro leads Edelman’s New York Capital Markets Communications practice, which specializes in reputation management for trading firms, asset managers, investment banks, hedge funds, private equity firms and other companies operating within the… Read full bio
Roshni Banker Cariello, Davis Polk

Roshni Banker Cariello

Partner, Davis Polk

Ms. Cariello is a partner in Davis Polk’s Corporate Department in New York, practicing in the Capital Markets Group. She advises corporate and financial institution clients on capital markets transactions, including initial public offerings and other… Read full bio
Brittany Cash Ares Management Corporation

Brittany Cash

Vice President, Public Investor Relations & Communications, Ares Management Corporation

Ms. Cash is a Vice President in the Ares Public IR and Corporate Communications Group. Prior to joining Ares in 2020, Ms. Cash was a Vice President in the Financial Communications and Capital Markets Group of Edelman, where she advised financial serv… 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 Kwon Chou The Gores Group

Jennifer Kwon Chou

Managing Director, Chief Strategy Officer, The Gores Group

Jennifer Kwon Chou is Managing Director and Chief Strategy Officer of The Gores Group. Ms. Chou oversees firm strategy and the development of new products and partnerships for the firm. She also has management responsibilities over the firm’s origina… Read full bio

Matthew Coad

Principal, Victory Park Capital

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

Allison Cole

Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital

Allison Cole is a Managing Director and Head of Fundraising & Investor Relations at Lightyear Capital. Prior to joining the firm in 2018, Ms. Cole spent 13 years at CCMP Capital Advisors (formerly JPMorgan Partners), a middle market buyout and gr… Read full bio
Kevan Comstock Lazard

Kevan Comstock

Managing Director, Co-Head North America Private Equity, Lazard

Kevan Comstock currently serves as a Managing Director of Lazard's Private Capital Advisory Group and Co-Head of the North America Private Equity business. He leads GP origination across secondaries and primaries in the US. Kevan also manages the exe… Read full bio
Shavonne Correia KPS Capital

Shavonne Correia

Head of Investor Relations & Marketing, KPS Capital Partners

Shavonne Correia is Head of Investor Relations and Marketing of KPS Capital Partners. KPS, through its affiliated management entities, is the manager of the KPS Special Situations Funds, a family of private equity funds with approximately $12.0 billi… Read full bio
Kristin Custar The Jordan Company

Kristin Custar

Partner, The Jordan Company

Kristin Custar is a Partner and Head of the Global Investor Capital Group of The Jordan Company. She is also a member of the firm’s Executive Committee. Kristin joined TJC in 2007. Kristin oversees all of TJC’s fundraising efforts, investor relations… Read full bio
Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations and Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… 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

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
Dennis Ever, L Catterton

Dennis Ever

Partner and Head of Global Investor Relations, L Catterton

Bio coming soon...
Caryn Feinberg, Probitas Partners

Caryn Feinberg

Managing Director, Probitas Partners

Caryn has more than twenty-three years of industry experience and is primarily responsible for Probitas Partners’ fund origination efforts in the United States. Caryn previously worked as director of investor relations for Global Infrastructure Partn… Read full bio
Mariel Seidman Gati, Prosek Partners

Mariel Seidman-Gati

Vice President, Prosek Partners

Mariel Seidman-Gati is a Vice President at Prosek, where she specializes in brand building, media and investor relations and reputation management for clients across the financial sector, with a specific focus on private markets. Mariel joined Prosek… 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

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Patricia Grad has more than 20 years of experience developing, launching, and executing strategic fundraising and business development plans for private equity investment firms. She currently serves as a Senior Managing Director, Head of Investor Rel… Read full bio

Priscilla Guevara

Head of Investor Relations, Science Ventures

Bio coming soon...

Adam Handwerker

Managing Director, Lazard Private Capital Advisory

Adam Handwerker is a Managing Director of Lazard’s Private Capital Advisory. Mr. Handwerker leads the origination, structuring, and execution of the group’s real estate assignments in North America. Previously, Mr. Handwerker was a Managing Director… Read full bio
Anita Hariton Commonfund

Anita Hariton

Managing Director, Head of Investor Services

Anita Hariton is Head of Commonfund Capital Investor Services and leads a team responsible for portfolio reviews, investor communications, client reporting, RFP responses and special projects. Prior to joining Commonfund Capital, Anita held a series… Read full bio

Tracy Harris

Partner, Investor Relations and Product Strategy, Siris Capital

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

Bill Haynes

Founder & CEO, BackBay Communications

Bill founded BackBay Communications in 2005 and has since grown the firm to be one of the top specialist financial services communications agencies. With offices in Boston and London, BackBay is an integrated public relations, content development, an… Read full bio
Michael Hong, Davis Polk

Michael Hong

Partner, Davis Polk

Bio coming soon...
Jennifer James, Thoma Bravo

Jennifer James

Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing, Thoma Bravo

Jennifer James is Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2015 and leads Thoma Bravo’s efforts to serve the needs of the firm’s existing… Read full bio
Jason Jerista, LLR Partners

Jason Jerista

Managing Director, Investor Relations, LLR Partners

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

Dana Johns

Senior Portfolio Manager, Maryland State Retirement and Pension System

Bio coming soon..
Nithin Johnson, Tikehau Capital

Nithin Johnson

Head of Business Development, Tikehau Capital

Nithin Johnson is responsible for business development in the Americas for Tikehau Capital, a global alternative asset management group that manages over $30 billion in assets across private equity, private debt, real assets, and capital market strat… Read full bio

Franny Jones

Managing Director, Investor Relations, The Sterling Group

Franny joined Sterling in 2010 to lead the firm’s fundraising and investor relations efforts. Franny brings experience from the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers in New York, where she was responsible for fundrais… Read full bio
David Kanto, eVestment

David Kanto

Global Head of General Partner Sales, eVestment Private Markets

David Kanto is the Global Head of General Partner Sales at Nasdaq’s eVestment Private Markets, where he is responsible for the sales of the suite of performance analytics and market intelligence platforms built to empower IR and Capital Raising Teams… Read full bio
Priya Karkar Kline Hill Partners

Priya Pradhan Karkar

Managing Director and Head of Investor Relations, Kline Hill Partners

Priya Pradhan Karkar works on business development, investor relations, and strategy at Kline Hill, having joined the team in April 2018. She was most recently an independent consultant, working with several private investment firms including Kline H… Read full bio
Kim Kile ABS Capital Partners

Kimberly Kile

General Partner, ABS Capital Partners

Kim is a General Partner at ABS Capital Partners, a leading growth equity firm established in 1990, with offices in Baltimore, San Francisco, and Washington, D.C. Kim serves as a trusted advisor to the firm’s two managing general partners, providing… 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
Richard Kunzer BC Partners

Richard Kunzer

Partner, Co-Head of Investor Relations, BC Partners

Richard joined BC Partners in New York in 2009. Previously, Richard spent 5 years at Credit Suisse Alternative Investments, most recently as a director and a global private equity product specialist. Prior to this, he held positions at Singer and Fri… Read full bio
Leor Landa, Davis Polk

Leor Landa

Partner, Head of Investment Management, Davis Polk

Bio coming soon...
Ruth Lane ATL Partners

Ruth Lane

Head of Investor Relations, ATL Partners

Ruth Lane is Head of Investor Relations at ATL Partners. She also serves as the firm’s ESG Officer. Ruth joined ATL from MidOcean Partners where she was Head of Investor Relations. She was previously Head of Investor Relations at CIFC Asset Managemen… Read full bio
Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Partner, Everstone Capital

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
Helee Lev, Goby

Helee Lev

Chief Revenue Office and Board Member, Goby

Helee Lev is the Chief Revenue Officer and Board Member at Goby, The ESG Platform. Helee has more than 15 years of experience in investment management and ESG with clients such as Motorola, Bank of America, Cisco, MasterCard, HSBC, Fidelity, McDonald… Read full bio

John Leone

Managing Partner, Fairview Capital Group

John has over 20 years of diverse private equity experience covering developed and emerging markets and working on limited partner matters and private equity investments. Prior to forming Fairview, as a Managing Partner of ForeVest Capital Partners,… Read full bio
Wendy Li, MCHF

Wendy Li

Managing Director, Mother Cabrini Health Foundation

Wendy Li is Managing Director of Investments at Mother Cabrini Health Foundation (“MCHF”), a $3.8 billion foundation that provides grants to promote and support programs that seek to improve the health of underserved New Yorkers. At MCHF, Wendy focus… Read full bio

Megan Lundy

Managing Director, Audax Group

Megan Lundy is a Managing Director at Audax Group. Ms. Lundy is based in San Francisco and specializes in fundraising and investor relations. Prior to joining Audax in 2020, Ms. Lundy was a Managing Director and Head of Investor Relations at Lindsay… Read full bio
Ken MacFadyen BackBay Communications

Ken MacFadyen

Ken MacFadyen, Head of Content, BackBay Communications

Ken MacFadyen is a Senior Vice President and Head of Content at BackBay Communications. He works across the firm’s private equity, asset management, impact and fintech verticals and brings approximately 20 years of experience in journalism, investor… Read full bio
Deepa Patil Madhani One Rock Capital

Deepa Patil Madhani

Head of Investor Relations

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
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

Kristina Matthews

Managing Director, Head of Investor Relations & ESG, Brightwood Capital Advisors

Kristina Matthews is a Managing Director at Brightwood Capital Advisors where she primarily focuses on business development and fundraising strategy. Her engagement commenced in February 2014 in a Consulting role which led to Ms. Matthews joining Bri… 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
Melanie Ramdeen Mclean, eFront

Melanie Ramdeen Mclean

Vice President and Senior Product Manager at eFront

Melanie Ramdeen Mclean is the Senior Product Manager for the Investment Cafe platform. She is responsible for the product direction and strategy & is key to driving the product forward and ensuring that our clients are provided with class leading… Read full bio
Melanie Mitchell Triton Partners

Melanie Mitchell

Investor Relations Professional, Triton Partners

Melanie joined Triton in 2016 from Oaktree Capital Management in New York where she was responsible for managing client relationships and raising capital. Previously, Melanie worked at Hardt Group Advisors and its predecessor HVB Alternative Advisors… 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
Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Melissa joined GTCR in 2019 as a Managing Director, Leadership Talent & Diversity and manages the identification and recruitment of Leaders StrategyTM CEOs and management teams. Prior to joining GTCR, Melissa was the Principal of Human Capital at… Read full bio
Anton Orlich, Kaiser Permanente

Anton Orlich

Head of Alternative Investments, Kaiser Permanente

Bio coming soon...
David Panton Navigation Capital

David Panton

Managing Partner, Navigation Capital

David Panton is a Managing Partner of Navigation Capital’s SPAC Operations Group, which makes equity investments in Special Purpose Acquisition Companies (SPACs). The SPAC Operations team recruits CEOs to lead SPACs and through its SPAC-in-a-Box oper… Read full bio
Ryan Parker Trivest

Ryan Parker

Director of Marketing, Trivest

Ryan Parker is Director of Marketing at Trivest Partners, where he is working to redefine “brand building” within private equity. He has pioneered the integration of systems and processes to modernize firm communications, improve design facility, and… Read full bio

Drake Paulson

Senior Director, eVestment Private Markets

Drake Paulson is Senior Director at eVestment Private Markets, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined eVestment in 2015 with the acquisition of TopQ… 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
Maggie Littlefield Sahlman Charlesbank Capital Partners

Maggie Littlefield Sahlman

Head of Investor Relations, Charlesbank Capital Partners

Maggie joined Charlesbank in 2019 to lead the firms’s fundraising and investor relations efforts. Previously, she was a Managing Director in the Private Funds Group at Houlihan Lokey, which acquired her predecessor firm, BearTooth Advisors. While the… Read full bio

Sarah Smith

Managing Director, Advent International

Sarah Smith joined Advent in 2007 as an Associate focusing on buyout and growth equity investments in the consumer and retail sectors. Following business school, she rejoined Advent's Limited Partner Services Group, primarily focused on fundraising a… 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
Susan Stella, Ridge Ventures

Susan Stella

Head of Investor Relations, Ridge Ventures

As Head of Investor Relations, Susan manages communications with both Ridge's existing limited partners as well as the marketing strategy of future capital raise efforts including overseeing annual meetings, quarterly updates, and other strategic com… 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
Angelica Tigan, eFront Investment

Angelica Tigan

Director at BlackRock and Global Head of Business Development for eFront Investment Café

Angelica Tigan is the global head of business development for the eFront Investment Café solution at BlackRock. She has been with the firm since 2017, when she established and currently manages a business development team focused on the investor port… 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
garrett walls Angelo Gordon

Garrett Walls,

Global Head of Investor Relations, Angelo Gordon

Garrett Walls joined Angelo Gordon in 2010 and is Global Head of Investor Relations. He also serves on the firm's executive committee. Prior to joining the firm, Garrett was head of the Institutional Client Group for Trust Company of the West (TCW).… Read full bio
David Wells Prosek Partners

David Wells

Partner, Prosek Partners

David Wells is Partner at leading communications firm Prosek Partners, where he brings many years of experience in establishing and executing financial communications strategies. David’s expertise is in handling strategy, operations, reputation manag… Read full bio
Kelly Williams The Williams Legacy Foundation

Kelly Williams

CEO, The Williams Legacy Foundation

Kelly Williams has enjoyed a 30-year career as an entrepreneur in private market investing having founded the Customized Fund Investment Group, growing it with her partners to manage over $30 billion in assets before Ms. Williams led its sale in 2014… Read full bio

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. View the Forum’s sponsors below.

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

At a turbulent time for the industry, LP opinions are more important than ever. Here are the charts from Private Equity International’s Perspectives Survey that reveal what they think of today’s major talking points

 

Frequently asked questions

Why is the event moving to a virtual platform?

In response to Covid-19, organizers of PEI’s Investor Relations, Marketing and Communications Forum made the decision to transition from an in-person conference to a live virtual conference. The decision to move our event to a virtual platform was done based on the consideration of our attendees’ safety and official health recommendations.

 

When are conference sessions and events?

The virtual conference took place on:

Tuesday, April 13th: 9:30am EST – 5:00pm EST

Wednesday, April 14th: 9:30am EST – 3:00pm EST

 

How do I access sessions?

A few weeks prior to the event, all attendees were 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 included 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 have access to all recorded sessions for up to 12 months after the event ends. Even if you missed a “live” session, you can watch and re-watch anything that you need!

 

Additional questions?

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