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.

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)