Carve your niche in PE Investor Relations, Marketing & Communications

In its sixteenth year, the Forum brings together the most active private equity IR, marketing and communications professionals to focus on best practices in LP relations, branding, communications and marketing strategies in the current market. IR professionals will get together at a critical time to share their biggest day-to-day pain points in dealing with this year’s crisis, their concerns and hopes for future fundraising and ultimately uncover how others are solving and preparing for 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 provides a unique opportunity to learn from heavy hitters in the industry to help you best position yourself in your career as an IR and marketing professional and distinguish your firm from the competition.

Industry experts will address today’s 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 are designed to help you formulate effective plans and develop crucial strategies to attract investors. 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

Hear firsthand accounts of how to grow your profile within the PE-VC space, create value internally, and understand critical success factors in your career. 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 your 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. It is a great opportunity to network, learn key strategies for carving your niche in IR and enhance your 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 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!


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 include

View all sponsors
View all sponsors

 

Preview how the 2021 Investor Relations, Marketing, and Communications virtual Forum will work. The event will continue to bring together the most active private equity IR, marketing and communications professionals.

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, participate in a wide range of impactful discussions in various formats that include invitation only think-tankssector focused breakout sessions and keynote discussions with private equity industry leaders.

Platform highlights:

  • Live panel discussions with live audience Q&A
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
  • Networking meeting tools
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months

Network and build relationships

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

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

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.

2021 Agenda

 

If you are interested in a speaking role at the 2021 virtual Forum, please contact Melissa Baer at melissa.b@peimedia.com

 

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 13th

Pre-conference sessions
09:55 - 10:55

Women’s Roundtable A

09:55 - 10:55

Women's Roundtable B

Main sessions
10:55 - 11:10

PEI welcome & chairman's opening remarks

11:10 - 11:40

Fireside Chat: A conversation with PEWIN founder Kelly Williams and Dana Johns, Senior Portfolio Manager at Maryland State Retirement and Pension System

11:40 - 12:15

Straight from the top: a discussion with IR pioneers

  • How IR, communications and marketing has changed over the years: Lessons learned
  • Maneuvering and adapting in troubled times
  • Innovative approaches for effective investor relations amid uncertainty
  • Maintaining LP relationships and making new connections in a virtual world
12:15 - 12:50

LP insight: Aligning and maintaining successful relationships

  • Effective LP-GP communication strategies
  • GP dos and don’ts
  • Investor benchmarks that GPs should know
  • Best practices in LP reporting
12:50 - 13:25

Organizing and executing an effective, virtual AGM

  • 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?
13:25 - 13:30

Stretch break

Coffee house chat: keep the buzz going
13:30 - 14:00

Extend the conversation: conducting virtual fund due diligence

13:30 - 14:00

Extend the conversation: IR hot topics & today’s trends

13:30 - 14:00

Extend the conversation: Marketing for First-time fund managers

Afternoon breakouts
14:00 - 14:40

The art of virtual fundraising

  • How do you fundraise when you can’t get on a plane?
  • Managing the process and broadening your skillset
  • Maintaining the feel of connectivity
14:00 - 14:40

Communicating in volatile times

  • What are a firm’s communication responsibilities in an unprecedented year?
  • Managing and addressing investor pressures
  • 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
14:40 - 15:20

LP relations: techniques for delivering bad news

  • Poor portfolio performance
  • Navigating market events
  • Regulatory issues
  • Crisis management
14:40 - 15:20

Marketing & Communications to strengthen your brand your brand and drive growth

  • Leveraging digital processes and platforms
  • Marketing without a fund in the market
  • Structuring an in-house marketing/communications team
  • Conveying your unique story
Coffee house chat: keep the buzz going
15:20 - 15:55

Extend the conversation: Panel deep dives

15:20 - 15:55

Extend the conversation: LP/GP crisis communication

15:20 - 15:55

Extend the conversation: Digital marketing to strengthen your brand

Plenary session
15:55 - 16:30

The transformation of IR and what the future holds

  • 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?
Networking opportunities
16:30 - 17:30

Close of day 1 networking

Agenda

Day 2 - Wednesday 14th

Pre-conference Think Tank (invitation only)
09:55 - 10:55

Advanced IR

09:55 - 10:55

Emerging IR

Interactive roundtables
10:55 - 11:30

Room 1. How AI, predictive analytics, and smart tech is boosting marketing and communications

10:55 - 11:30

Room 2. Positioning your firm when you don’t have a fund in the market

10:55 - 11:30

Room 3. Investor Relations, marketing & communications in venture capital

10:55 - 11:30

Room 4. LPAC dos and don’ts

Plenary session
11:30 - 12:10

Sharpening your fundraising strategy

  • 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
Coffee house chat: keep the buzz going
12:10 - 12:45

Extend the conversation: Secondaries

12:10 - 12:45

Extend the conversation: Perfecting your online pitch

12:10 - 12:45

Extend the conversation: Digital marketing to strengthen your brand

Plenary session
12:45 - 13:20

ESG best practices for the in-house GP

  • Structuring an ESG team
  • Reporting to investors while communicating your plan
  • Understanding overarching initiatives and KPIs
  • How to meet the criteria for key ESG funds
  • Understanding the nuances of ESG and conveying that message to investors
End of conference
13:20 - 13:25

Chairman’s closing remarks

If you are interested in speaking at the 2021 Forum, please contact Melissa Baer at melissa.b@peimedia.com

 

Partner with us

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

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

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 have 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 will take 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 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.

 

Additional questions?

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