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


Forum highlights include:

Three invitation-only think tanks to select for:
1) PE Investor Relations
2) PE Marketing & Communications
3) VC Investor Relations

Women in PE and VC — IR, Marketing, and Communications Breakfast

An agenda track solely dedicated to venture capital

Best practices for investor communications and how to create content that will help your firm stand out

Developing LP relationships when not fundraising

Venture Capital LP panel

Insights into how digital marketing can provide returns

Career advice for IR and marketing professionals roundtable discussions

Interactive roundtable discussions on fundraising and LP-GP relations

Best practices for fundraising campaign management

Scaling your investor relations with new technologies

AGMs tips and tricks

Testimonials from our Investor Relations Forum series

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.

3 Reasons to attend

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.

Check out last year’s digital brochure

Last year’s virtual experience featured interactive discussions, 3 exclusive think-tank sessions and 15 informative breakout tracks that gave you a tailored experience to choose the sessions that matter most to you. 

Learn, engage and connect online

Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.

You also get:

  • Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
  • Automated reminders
  • Live polling and surveys
  • Customizable breakout sessions
  • On-demand playback gives you access to select sessions for up to 12 months

Attend from anywhere

Simply join the event online and enjoy from the comfort of your own home.

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.

Expand your network

Mingle with other attendees during our designated networking hours or schedule your own private meetings

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 agenda is in the works. If you are interested in a speaking role, please contact our program director,


The agenda is in the works. If you are interested in a speaking role, please contact our program director,


LP Perspectives Survey 2020

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


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.

Chart: A decade of private markets fundraising

Explore the past 10 years of capital raising and see which firms have risen the ranks, including data on Blackstone, Carlyle Group, KKR and more.


PEI’s Investor Relations, Marketing & Communications Forum 2021 will be held as a virtual conference format on April 13-14.

PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (covid-19) outbreak. As part of this review, we have made the decision to move the 15th annual Forum to a virtual platform. We feel this format provides the best opportunity for the Investor Relations, Marketing and Communications community to meet and share key information.

We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option.

Please review the frequently asked questions below, which will be updated regularly with additional details. Should you have any additional questions, please contact us at

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


Where can I find the updated schedule of events?

You can view our latest agenda.


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