Carve your niche in PE & VC 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 with Private Equity Pioneer

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

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.  Kelly was also a founder in 2007 of the Private Equity Women Investor Network, the premier network for senior women in the private equity industry with over 700 members globally.  She serves as its Chair and co-CEO.

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
Berkshire Partners
CBRE Caledon
Churchill Asset Management
Clayton, Dubilier & Rice
Cornell Capital LLC
Frontier Capital
General Atlantic
GI Partners
Global Infrastructure Partners
Harrison Street
IFM Investors
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


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

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 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.


The 2021 agenda will be posted soon. If you are interested in a speaking role, please contact Melissa Baer at


If you are interested in speaking at the 2021 Forum, please contact Melissa Baer at


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 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