Navigating industry changes, trends, and new opportunities

The Investor Relations Network New York Forum explores best practices of fundraising, LP relations, communications, and marketing strategies in private markets.

Over two days, the largest community of IR and marketing leaders in private equity will gather to discuss the biggest pain points impacting their roles and shared new strategies for overcoming them.

With a rich history spanning 20 years, this is the must-attend event for IR, marketing, and communications professionals in private equity.

 

Reserve your spot

Why you need to attend

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 an expanded playbook of new strategies.

Who attends the leading events for IR professionals?

See who attended last year

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

Agenda highlights

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, interactive think tanks, working groups, and keynote discussions, attendees will learn how to:

  • Navigate the current market to propel your career forward
  • Leverage new technologies to reach new investors
  • Tap into emerging sources of funding including international and family offices
  • Optimize messaging to maintain strong LP relationships
  • And much moreā€¦

Download the agenda

Experts leading the discussion

View all speakers
View all speakers

What our attendees say about the forum

Kristy DelMuto

LLR Partners

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

Kelsey Clute

HCI Equity Partners

PEIā€™s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within privateā€¦

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 morā€¦

Read full testimonial

Pre-Event Resources

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 moreā€¦

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

Experts leading the discussion

Christina Anzel

Director, Generation Investment Management

Mary Armstrong

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

Caitlin Brodie

Managing Director, Carlyle

Andrew J. Campbell

Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC

Sean Cumiskey

Head of Investor Relations, Omega Funds

Rushana Cypert

Vice President, Investor Relations, The Capstreet Group

Shernaz Daver

CMO and Operating Partner, Khosla Ventures

Jennifer Delaney

CFA, Managing Director, BlackRock

Lindsay DeLarme

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

Tom Eckersley

Head of Marketing, Hg

David Fann

Senior Managing Director and Head of Investor Relations, VSS Capital Partners

Lauren Gruchy

Investor Events Manager, Georgian

Natalie Harvard

Partner, Head of Investor Relations, Oak Hill Advisors

Amanda Heravi

Managing Director, Investor Relations & ESG, Avista Capital Partners

Leslie Hill

Partner, Chief Operating Officer of Global Capital Formation, Sagard

Irene Hong Edwards

Principal, Head of Investor Relations, Lovell Minnick Partners

Priya Pradhan Karkar

Managing Director, Investor Relations and Business Development, Kline Hill Partners

Kareen Laton

Managing Director, Head of Investor Relations, NovaQuest Capital Management

Amrita Mainthia

Vice President, General Catalyst

David Martus

Managing Director, Investor Relations, GSSG Solar

Emily Mason

Head of Investor Relations & Fundraising, Cornell Capital

Roseita Monteiro

Principal, Investor Relations, Coller Capital

Caroline Page

Partner, HighVista Strategies

Kathryn Pothier

Investor Relations Partner, Epiris LLP

Jim Rutherford

Co-Founder and Partner, Head of Investor Relations, BharCap Partners

Alia Rafi

Principal, Investor Relations & Fundraising, FTV Capital

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Elizabeth Yates

Director, Investor Relations, Thoma Bravo

Advisory board

Mary Armstrong

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

Lindsay DeLarme

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

Caitlin Brodie

Managing Director, Carlyle

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Elizabeth Yates

Director, Investor Relations, 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

ā€œThe 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.ā€

ā€œGreat to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.ā€

ā€œA great conference to meet like-minded peers to discuss the intricacies of investor relations and marketing inside private equity.ā€

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 this yearā€™s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 26th

Registration ā€“ Continental Breakfast
08:00 - 09:00

Registration and Breakfast

Pre-conference breakfast meetings
08:05 - 08:55

Breakfast Meeting A: Investor relations career development

  • Becoming competent through and rank skills needed
  • Breaking through the glass ceiling or parallel opportunities
  • What is the hiring environment
  • Different needs of senior level vs junior level for growth
08:05 - 08:55

Breakfast Meeting B: Marketing career development

  • Becoming competent through and rank skills needed
  • Breaking through the glass ceiling or parallel opportunities
  • What is the hiring environment
  • Different needs of senior level vs junior level for growth
Opening remarks & chair welcome
09:00 - 09:15

Opening remarks & chair welcome

Plenary
09:15 - 10:00

Keynote

Plenary
10:05 - 10:55

Leverage new and emerging technologies

  • Building technology solutions vs leveraging technology software
  • Hear what tools are available and how (well) they work
  • Discuss best practices within technologies and workflows
  • Consider AIā€™s limitations and opportunities
  • What are the things that GPs want from technology
  • What technologies are evolving
Break
10:55 - 11:25

Networking Break

Panels
11:25 - 12:15

Emerging sources of funding: Family offices and multi-family offices

Emily Mason
  • US vs global challenges and opportunities
  • Contrast workable approaches for attracting and keeping family office vs multi-family offices
  • Cater to consultants to maximize return on investment

Panelists:
Emily Mason, Managing Director, Head of Investor Relations & Fundraising, Cornell Capital

A speaker photo for Emily Mason

Emily Mason

Head of Investor Relations & Fundraising, Cornell Capital

Read bio
11:25 - 00:15

Creative IR and marketing: Whatā€™s new and different

  • Innovative strategies for communications -formats, including video
  • What forums and channels are effective
  • Change over time to use zoom or pre-recording collateral
  • Using video to tell your story
  • Augmenting your pitchbook
Luncheon
12:15 - 13:15

Networking Luncheon

Think Tank Sessions: GP ONLY gatherings for candid discussions in a closed-door setting. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
13:15 - 14:15

Think Tank A: Communication strategies to develop and protect your relationships

  • Communication dos and donā€™ts
  • Messaging fundamentals
  • Crisis messaging
  • Utilizing new technology and subscription models
  • How tech and data can evaluate and monitor your LP relationships
13:15 - 14:15

Think Tank B: Expanding and enhancing the due diligence experience during fundraising

  • Use marketing skillsets to translate and position information and incremental materials to LPs
  • Marketing and IR collaboration
  • How to manage expectations internally how to
  • Address trends in LP expectations for fundraising
  • Changing pre-marketing prep and what is standard in your data room
Panels
14:15 - 15:05

AI: Present use cases and possibilities

  • Precautions that address threats to privacy and security
  • Leverage opportunities for your team
  • Diligence tools
  • Role of AI in background research
14:15 - 15:05

Build and Develop your team

Andrew J. Campbell, Kathryn Pothier
  • Compare Inhouse vs agency implications
  • Implications for building and managing your team if you are a one hub or regional ops firm
  • Partnering with C-suite for buy-in to value of marketing and IR
  • Finding the intersection of IR and marketing teams and how collaboration works and doesnā€™t work

Panelists:

  • Andrew Campbell, Partner, DC Capital Partners
  • Kathryn Pothier, Partner, Investor Relations, Epiris
A speaker photo for Andrew J. Campbell

Andrew J. Campbell

Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC

Read bio
A speaker photo for Kathryn Pothier

Kathryn Pothier

Investor Relations Partner, Epiris LLP

Read bio
14:15 - 15:05

Rise of semi-liquid vehicles in private markets

  • Survey the competitive landscape of semi-liquid funds
  • Identify unique selling points and potential differentiators.
  • Discuss market trends and investor preferences related to this asset class
Networking break
15:05 - 15:35

Speaker Office Hours

During Speaker Office Hours meetups, speakers and other participants will meetup to continue the conversations for particularly popular sessions. The sessions that will be supplemented in these meetups are TBD.   These sessions will not be facilitated

Panels
15:35 - 16:25

Working cross-functionally: Win allies and collaborate with sales legal, investing and compliance

15:35 - 16:25

Storytelling that is authentic and compelling

  • What is the right approach for your firm
  • What rings true with disparate constituencies
  • Importance of tailoring message length and channel(s) used based on audience
  • Best-in-class though leadership: Owned content and digital in storytelling
15:35 - 16:25

Side letters negotiations and LP requests

  • What terms in side letters are new in past 12 months
  • What are LPs asking for
  • At what point should IR be in the conversation
  • Positioning the offer and working in concert with other functions
Plenary
16:25 - 17:15

LP Panel: Ongoing communications with investors

Michael Felman
  • Manage relationships in a slower exit environment
  • Keeping investors interested between fundraises
  • When and how to communicate differently with LPACs
  • Reporting expectations vs. exasperation: how often and what are you reporting
  • How ILPAā€™s template may change reporting

Michael Felman, President and CEO, MSF Capital Advisors

A speaker photo for Michael Felman

Michael Felman

President and Chief Executive Officer, MSF Capital Advisors

Read bio
Reception
17:15 - 18:15

20th Anniversary Gala

Agenda

Day 2 - Wednesday 27th

Continental breakfast
08:00 - 08:55

Breakfast of Champions

All participants will share one issue they faced, their solution and the outcome.  This lively session is sure to be an event favorite.

Plenary
09:00 - 09:05

Opening Remarks

09:05 - 09:50

Keynote

09:50 - 10:40

Objective-driven AGMs: Design your program with priorities in mind

Amrita Mainthia
  • Discuss various objectives of AGMs and tactics for achieving them
  • Examine how program facets (content, speakers, activities, etc.) are conducive to AGM objectives
  • What pre- and post-AGM communications work
  • What activities generate the highest/lowest levels of engagement
  • What infrastructure and technologies (layout, venue, timing, apps etc) work and donā€™t work for LPs

Amrita Mainthia, VP, Investor Relations, General Catalyst

A speaker photo for Amrita  Mainthia

Amrita Mainthia

Vice President, General Catalyst

Read bio
Networking break
10:40 - 11:10

Speaker office hours

During Speaker Office Hours meetups, speakers and other participants will meetup to continue the conversations for particularly popular sessions. The sessions that will be supplemented in these meetups are TBD.   These sessions will not be facilitated.

Panels
11:10 - 12:00

Crisis communications and issues management

  • Countering and leveraging influence of social media
  • Organize with an emphasis on immediacy
  • Cyber risk management and planning tabletops that are specialized and apart from routine crisis communication
  • Scenario and contingency planning based on most relevant situations for firm or portfolio companies
  • Proactive and reactive strategies for ESG and DEI

 

11:10 - 12:00

Vet, select and manage placement agents

Christina Anzel
  • How much to give and what work to assign
  • How to coordinate your collaboration
  • When do you come in and how do you reference them
  • Look at benefits or working with or without them
  • Have a strategy What specific areas do different placement agents have access to

Christina Anzel, Director, Client Team, Generation IM

 

A speaker photo for Christina  Anzel

Christina Anzel

Director, Generation Investment Management

Read bio
11:10 - 12:00

Leverage growth areas: Private banks & RIAs

  • US vs global challenges and opportunities
  • Form a presence in this area and how to play it based on fund size and brand
  • RIA space -why custody reporting and other priorities are important
  • In wealth management in RIA space is a huge PE
  • What factors weigh in on whether to put all chips on one RiA manager vs diversifying
  • How to pitch differently
  • Scalability: What structure are you using to bring them in and how to service them
Luncheon
12:00 - 13:00

Networking Luncheon

Panels
13:00 - 13:50

Navigating the backlash and regional nuances to ESG and DEI

  • Look at the growing movement toward Responsible Innovation
  • Navigating LP relationships when you invest in controversial industries
  • Conveying the financial advantages of DEI and ESG
  • Tailor your messaging without compromising your integrity
13:00 - 13:50

Strategies that resonate with institutional investors in a slow exit environment

Roseita Monteiro
  • Evolution and growth of the secondary market
  • Speak to alignment of interests and inherent conflicts
  • Deliver value when performance isnā€™t strong
  • What rights do LPs have in the continuation vehicle process
  • Challenges that LPs face and how GPs can mitigate them

 

  • Roseita Monteiro, Principal Investor Relations, Coller Capital
  • Kareen Laton, Managing Director, Head of Investor Relations, NovaQuest Capital Management
A speaker photo for Roseita Monteiro

Roseita Monteiro

Principal, Investor Relations, Coller Capital

Read bio
13:00 - 13:50

Messaging matters: Technologies and providers that deliver

  • Look into which technologies best deliver and amplify your message
  • Think about your cost benefit analysis
  • Consider security concerns
  • What is a common mistake made by GPs in incorporating tech into their strategy
Plenary
13:55 - 14:45

Differentiate your brand for fundraising and recruiting

  • Retail strategies for making your brand appeal in retail to HNW and mass affluent
  • Branding to resonate across various stakeholder groups
  • Refresh or tweak your brand
  • Update on Marketing Rule regulations for exempt and non-exempt

Make essential connections

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

See who attended last year

Sessions promoting collaboration

think tank

Breakfast meetings and think tanks

Cover critical issues and exchange solutions on curated topics with your peers at our breakfast meetings and GP-only think tanks.

Networking break

Networking breaks

Catch up with your peers to build your network and discuss session takeaways during the many designated networking breaks.

IRNY networking

Carousel session

Following our popular roundtable format, the carousel session has two tables sharing best practices in different areas. Each table will then report their findings back to the wider group.

Participants at a glance

ā€œThis event is wonderful for networking with professionals who have similar roles doing a mix of investor relations, business development, marketing and communications.ā€

Kate Gallego, Operations Manager, CIVC Partners

ā€œThe event was well organized and a good combination of some high level, interesting speakers and great networking opportunities amongst the companies attending. I really enjoyed the time to connect with my peers.ā€

Tracie Kelly, Director of Marketing, Excellere Partners

Thanks for your interest

Thank you for your interest in this yearā€™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 20th anniversary forum, and be sure to secure your place when youā€™re ready.
We hope to see you in New York City in March.

Exclusive community elevating investor relations, marketing, and communications in private markets

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

Non-Members

All-access pass to the Forum

$4,500

Join now

Network Members

All-access pass to the Forum
+
Annual Investor Relations Network membership

$3,395* $3,995

*Early bird pricing expires December 6

Join now

Service Providers

Service provider Forum access

$6,645

Join now

Introducing the Investor Relations Network

A year-round, exclusive community designed to elevate private markets professionals through continuous support, connections, and insights

Investor relations, marketing, and communications professionals in private markets face unique challenges. Building trust, raising capital, managing stakeholder relationships, and conveying performance and brand strength in a dynamic industry can be a lonely, daunting task. The Investor Relations Network is here to help. Backed by PEIā€™s expertise and convening power, join an exclusive, trusted community that supports your goals with the expertise, tools, and networking opportunities you need to elevate your impact.

 

Join now for a strong professional community

Unlock success at the must-attend New York Forum

Share best practices in fundraising and LP relations with the largest community of investor relations, marketing and communications leaders at the New York Forum. With 20 years of rich history, this two-day event offers invaluable networking, interactive discussions, and actionable insights to empower your team and elevate your firmā€™s success.

Join now for industry best practices

Enhanced access to LPs & continuous learning

Our commitment to your success means providing key opportunities to connect with LPs. As a member, youā€™ll gain access to LP Investor Councils, exclusive Summits & Suppers in key hubs across the US, and focused Virtual Meetings. These events are crafted to strengthen your LP and peer relationships, deliver valuable insights, and expand your network year-round.

Join now for access to LPs

Elevate your impact & influence

Enhance your skills with executive coaching from top industry leaders, tailored for private markets investor relations, marketing, and communications professionals. Through expert guidance and development sessions, youā€™ll gain actionable strategies that strengthen your ability to manage stakeholder relationships, effectively communicate value, and propel your career forward.

Join now for professional development

Personalized support for strategic introductions

Our dedicated Network Manager serves as your concierge, facilitating peer-to-peer introductions and providing access to a private Member Directory. This tailored service helps you advance your career goals through meaningful relationships and connections with industry leaders and like-minded professionals.

Join now for a personalized member experience

Stay ahead with timely, expert analysis

Gain access to exclusive industry content and analysis tailored for investor relations, marketing, and communications professionals. Stay current on private markets industry trends, fundraising best practices, and performance strategies. From crisis management techniques to actionable insights, our resources empower you to communicate effectively with stakeholders and enhance your overall impact in the industry.

Join now for exclusive content

Introducing the Investor Relations Network

A year-round, exclusive community designed to elevate private markets professionals through continuous support, connections, and insights

Investor relations, marketing, and communications professionals in private markets face unique challenges. Building trust, raising capital, managing stakeholder relationships, and conveying performance and brand strength in a dynamic industry can be a lonely, daunting task. The Investor Relations Network is here to help. Backed by PEIā€™s expertise and convening power, join an exclusive, trusted community that supports your goals with the expertise, tools, and networking opportunities you need to elevate your impact.

 

Join now for a strong professional community

Unlock success at the must-attend New York Forum

Share best practices in fundraising and LP relations with the largest community of investor relations, marketing and communications leaders at the New York Forum. With 20 years of rich history, this two-day event offers invaluable networking, interactive discussions, and actionable insights to empower your team and elevate your firmā€™s success.

Join now for industry best practices

Enhanced access to LPs & continuous learning

Our commitment to your success means providing key opportunities to connect with LPs. As a member, youā€™ll gain access to LP Investor Councils, exclusive Summits & Suppers in key hubs across the US, and focused Virtual Meetings. These events are crafted to strengthen your LP and peer relationships, deliver valuable insights, and expand your network year-round.

Join now for access to LPs

Elevate your impact & influence

Enhance your skills with executive coaching from top industry leaders, tailored for private markets investor relations, marketing, and communications professionals. Through expert guidance and development sessions, youā€™ll gain actionable strategies that strengthen your ability to manage stakeholder relationships, effectively communicate value, and propel your career forward.

Join now for professional development

Personalized support for strategic introductions

Our dedicated Network Manager serves as your concierge, facilitating peer-to-peer introductions and providing access to a private Member Directory. This tailored service helps you advance your career goals through meaningful relationships and connections with industry leaders and like-minded professionals.

Join now for a personalized member experience

Stay ahead with timely, expert analysis

Gain access to exclusive industry content and analysis tailored for investor relations, marketing, and communications professionals. Stay current on private markets industry trends, fundraising best practices, and performance strategies. From crisis management techniques to actionable insights, our resources empower you to communicate effectively with stakeholders and enhance your overall impact in the industry.

Join now for exclusive content