Navigating industry changes, trends, and new opportunities

Celebrate two decades of proven strategies at the leading event for investor relations, marketing, and communications professionals in private markets.

Discover new fundraising tacticsmarketing approaches, and practical guidance for attracting and retaining investors with an agenda tailored to today’s market.

You’ll hear from industry leaders, connect with peers facing similar challenges, and build a strong professional network to tap into year-round.

Join now

Agenda highlights

What you'll take away from the Forum

For the last 20 years, the forum has established a reputation for keeping its attendees on top of emerging trends and challenges.

Through engaging panels, collaborative think tanks, tailored breakout tracks, focused networking time, and expert keynote panels, you’ll learn how to:

  • Adapt your IR and marketing narratives to a shifting macro environment while maintaining LP trust
  • Leverage digital tools and automation to enhance reporting, transparency, and engagement
  • Strengthen your professional network through peer mentorship, LP-GP discussions, and private networking sessions
  • And much more…

Download the preliminary agenda

Who attends this event?

Abbott Capital Management
Anthos Capital
Bain Capital
Charlesbank Capital Partners
Fin Capital
Fundamental Advisors
General Atlantic
Incline Equity Partners
JP Morgan Asset Management
Lionstone Investments
Nautic Partners
Playground Ventures
Ridgemont Equity Partners
Searchlight Capital Partners
Star Mountain Capital
Tailwater Capital
The Sterling Group
UBS AG
Warburg Pincus
ZMC

Featured sessions

Build strategies to stay ahead in 2026

Industry Compensation Presentation

Gain exclusive access to the results of the industry’s largest IR and marketing compensation survey. See the latest figures and benchmark your role, responsibilities, and rewards against peers across private markets.

Download last year’s results

Incident Response Workshops

Join a hands-on workshop (split by IR and marketing/communications) and immerse yourself in the middle of real-world crises. You’ll practice confident decision-making, refine your messaging, and walk away ready to lead when the pressure is on.

Download the preliminary agenda

Connect & collaborate

Forge valuable connections with your peers through interactive discussions, engaging panel sessions, and extensive networking opportunities.

Stay
informed

Excel in your role and drive success for your firm as you discuss current trends, engage in problem-solving discussions, and uncover actionable takeaways.

Empower your team

With specific sessions focused on IR, marketing, fundraising, and communications, your full team will return to the office with fresh strategies.

Speakers

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Kristy DelMuto

LLR Partners

This is the only event for connecting with marketing peers in the private equity industry and I’ve made excellent, year-round contacts from it.

Kelsey Clute

HCI Equity Partners

PEI’s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within private…

Read full testimonial

Michelle Ball

HKW, Inc.

I have attended a lot of conferences in my career and this was by far the best conference I have ever attended. Practically every panel left me wanting even mor…

Read full testimonial

Be part of industry-leading events for global private equity professionals

Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.

Experts leading the discussion in 2026

Paul A. Argenti

Professor of Corporate Communication, The Tuck School of Business at Dartmouth

Charles Bauer

Partner - Head of Investor Relations, EnCap Investments L.P.

Meredith Bourne

Partner, Inflexion

Catherine Chen

Director, IR, FFL Partners

Cian Cotter

Managing Director - Investor Relations, Insight Partners

Aarti Iyer

Senior Vice President, Communications and Marketing, Fengate Asset Management

Ashley Johansen

Managing Director and Head of Investor Relations, Monomoy Capital Partners

Ruth Lane

Head of Investor Relations, Sterling Investment Partners

David Lippin

Managing Director & Head of Investor Relations, One Equity Partners

Andrea Wenner

Managing Director of Investor Relations and Strategic Partnerships, MSquared

2025 advisory board

Mary Armstrong

Managing Director, Global Head of Marketing & Communications, General Atlantic

Caitlin Brodie

Managing Director, Carlyle

Jennifer Delaney

Head of Investor Relations for Equity Private Markets, BlackRock

Lindsay DeLarme

Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Elizabeth Yates

Senior Director, Investor Relations and Head of Americas, Thoma Bravo

Connect with fundraising and communications experts

Grow your network by connecting with an expansive community of investor relations, marketing, and communications professionals within private markets and venture capital.

Form lasting and valuable relationships with industry leaders by participating in meaningful discussions throughout the networking-focused agenda.

Download the 2023 attendee list

Networking opportunities

Breakfast meetings and think tanks

Discuss critical issues and exchange insight about curated topics with your peers at the day-one breakfast meetings and invitation-only day-two pre-conference think tanks.

Networking breaks and lunches

Converse with your peers to form lasting connections and discuss solutions to shared challenges during the many designated networking breaks between panels and at lunch.

Interactive workshops

Guided by experts and thought leaders, the working group sessions combine panels with roundtable discussions to spark peer-to-peer engagement around big-picture challenges.

Browse the attendee list

Connect with IR, marketing, and communications professionals

Abbott Capital Management
Accel-KKR
Adams Street Partners
Advent International
AE Industrial Partners
AEA Investors
AEW Capital Management
AltamarCAM
American Family Ventures
American Securities
Ares Management
Aurora Capital Partners
B Capital Group
Banner Real Estate Group
BentallGreenOak
Blackstone
Blue Owl Capital
Bluewater Energy
Brightstar Capital Partners
Bruckmann, Rosser, Sherrill and Co
Campbell Lutyens
Castlelake
Centerbridge Partners
Charlesbank
Churchill Asset Management
CIVC Partners
Clairvest
Clarendon Capital
Clearview Capital
Court Square Capital
Crow Holdings
Dawn Capital
Federated Hermes
General Atlantic
General Catalyst
Grubb Properties
Hamilton Lane
HCI Equity Partners
Hines
Humphreys Capital
Inari
Incline Equity Partners
Insight Equity
Kayne Anderson Capital Advisors
Kimmeridge
Kirkland & Ellis
KPS Capital Partners
Kraken Capital
LaSalle Investment Management
Leonard Green & Partners
Lexington Avenue Capital Management
Lexington Partners
Lime Rock Partners
LinkedIn
Linse Capital
Lloyd Jones
LLR Partners
M13
MiddleGround Capital
Nautic Partners
Neuberger Berman
Newlight Partners
Newspring Capital
North Peak Capital
Oak HC/FT
Oaktree Capital Management
Osage University Partners
Paine Schwartz
PPM America
Science Inc.
SeaTown Holdings
Serent Capital
Silver Lake
Solum Partners
Star Mountain Capital
StepStone Group
Sterling Group
Summit Park
Thomas H. Lee Partners
Tidemark
Trilantic North America
Trive Capital
Trivest Partners
TPZ Group
Warburg Pincus
Warren Equity Partners
ZMC

See what attendees said about the forum in 2022

Testimonials

“The event was a fantastic opportunity to meet like-minded individuals, with whom we could share ideas, in an open and safe forum, and learn from each other.”

“Great to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.”

“A great conference to meet like-minded peers to discuss the intricacies of investor relations and marketing inside private equity.”

Convene
360 Madison Avenue
New York, NY 10017

Main entrance on 45th street

View the venue

Covering the topics most important to you

Have a topic you would like to discuss at the Forum?

Contact Kellie Green at kellie.g@pei.group to discuss speaking opportunities.

Download the preliminary agenda

Kathleen Toomey, Ampersand Capital Partners

"This is a 'must attend' for any IR or Marketing professional"

Over two days, attendees built up their book of contacts while discussing solutions to shared challenges with an expansive community.

See who attended in 2025

think tank

Breakfast of champions

In this interactive discussion, hear how each attendee solved a challenge they were facing, and share your own.

20th anniversary reception

Celebrate 20 years of collaboration, community, and continued learning with your IR peers.

Interactive panel discussions

Learn from leading names in private equity IR and marketing in sessions that center collaboration.

Speaker office hours

New this year! Connect with speakers after their panels to ask questions and continue the conversation.

Networking luncheon

Compare forum goals, exchange panel takeaways, and expand your professional network over lunch.

Think tanks, exclusively for GPs

Join your peers for candid conversations in a closed-door setting to discuss specific strategies for success.

Participants at a glance

“This event is wonderful for networking with professionals who have similar roles doing a mix of investor relations, business development, marketing and communications.”

Kate Gallego
Operations Manager
CIVC Partners

“The event was well organized and a good combination of some high level, interesting speakers and great networking opportunities amongst the companies attending.

Tracie Kelly
Director of Marketing
Excellere Partners

Thanks for your interest

Thank you for your interest in this year’s Investor Relations Network New York Forum.
Your requested resource will be sent to the email address you provided.
Explore our event website to learn more about the Forum, and be sure to claim your ticket or join the Investor Relations Network for year-round content and opportunities.
We hope to see you at our next event.

An inclusive peer community for IR and marketing professionals in private markets

Join us at the New York Forum AND become an Investor Relations Network member

Non-member GP pass

General partner Forum access

$4,500

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Non-member SP pass

Service provider Forum only access

$6,645

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Investor Relations Network member pass

Annual membership

+ Forum access

$3,995 $3,395*

*through December 5

This all-inclusive pass combines:

  • Discounted entry to the Forum ($845)
  • Full member access to the Investor Relations Network for a year ($2,550)

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Group member pass

Purchase 2 or more passes in one transaction to unlock your group Investor Relations Network member discount

Savings from $780

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The Investor Relations Network

An inclusive year-round peer community

Building LP trust, raising capital, growing your brand, managing key relationships—the list of priorities for investor
relations, marketing, and communications professionals is endless.

The New York Forum offers exclusive ways for Investor Relations Network members to engage with peers and gain the expertise, tools, and community needed to elevate your impact.

Save $1,100+ on your Forum pass when you join


Get access to exclusive onsite events

Your Member networking experience

Day 1 Day 2
View agenda page

Agenda

Day one - Wednesday 29th

11:05 - 11:35

Member-only headshot studio

12:45 - 13:35

LP session

14:45 - 15:35

Mentorship 1:1s

Pre-register to be paired with a peer mentor at the event for a focused, one-on-one networking experience.

This session provides a unique opportunity to exchange insights, discuss challenges, and share best practices. Designed to foster meaningful connections, these on-site meetings help delegates expand their professional network, gain actionable takeaways, and spark ongoing collaboration beyond the event.

Agenda

Day two - Thursday 30th

08:00 - 09:00

Member-only breakfast meeting

12:00 - 13:00

Pitch studio: Peer review on pitch decks and messaging

Attendees bring pitch deck questions for guided peer review and receive feedback on tone, structure, clarity, and visual hierarchy, helping refine and elevate investor and portfolio pitches.

14:00 - 14:50

Comms clinic: What's in your LP report?

Attendees are grouped by firm size for a guided discussion on report format, cadence, and performance metrics, strengthening messaging and communications skills.

Who can join?

Investor relations, marketing, and communications professionals in private markets.

Get member list

What’s included?

Year-round LP touchpoints, networking, coaching, and industry content.

See the calendar

Why sign up now?

Save $1,100+ on Forum access when you sign up for a year long membership.

Join now

Tell me more

If you can’t make the Forum, or want to learn more about the Network:

Visit our website

We'll be in touch

Thank you for your interest in this year’s Investor Relations Network New York Forum.
We’ll reach out at the contact information you provided.
Explore our event website to learn more about the Forum, and be sure to contact Jimmy at jimmy.k@pei.group with any additional sponsorship or Network partnership inquiries.
We hope to see you at our next event.