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

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.

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

Featured keynote speaker: Tom Eckersley, Head of Marketing, Hg

Marketing matters: Brand evolution during market revolution

Find out what a private equity “brand” means to Hg in this featured fireside chat.

Tom Eckersley, Head of Marketing, will discuss:

  • Lessons learned from rebrands
  • How to evoke a positive and accurate representation of your firm
  • The keys to marketing for origination vs. fundraising
  • What’s next for this ever-evolving function in private capital

For more on the agenda

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 more…

 

Download the agenda

Experts leading the discussion

View all speakers
View all speakers

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

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 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

Christina Anzel

Director, Generation Investment Management

Mary Armstrong

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

Caitlin Brodie

Managing Director, Carlyle

Jay Brupbacher

Managing Director, Investor Relations and Fundraising, The Raine Group

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

Avyanna De Biswas

Managing Director, Infrastructure, Investor Relations, Manulife Investment Management

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

Laura Fahrney

Partner, Ridgemont Equity Partners

David Fann

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

Colleen Floberg

Principal - Capital Formation & Business Development, GI Partners

Michael Felman

President and Chief Executive Officer, MSF Capital Advisors

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

Mac Hofeditz

Managing Director, Vector Capital Management

Irene Hong Edwards

Partner, Head of Investor Relations, Lovell Minnick Partners

Priya Pradhan Karkar

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

Tracie Kelly

Director of Marketing, Excellere 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 Rutherfurd

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

Alia Rafi

Principal, Investor Relations & Fundraising, FTV Capital

Catherine Saunders

Managing Director, Benefit Street Partners

Parag Shah

Managing Director, Head of Client Service and Marketing, Arena Investors, LP

Sarah Smith

Partner, Limited Partner Services, Advent International

Susan Stella

Head of Investor Relations and Impact, Activate Capital

Betsy Sylvester

Managing Director, Head of Client Management, Castlelake

Brad Thawley

Partner, LP Relations, New Enterprise Associates (NEA)

James Varela

Partner, Head of the Middle East, Rede Partners

Elizabeth Yates

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

Allison Yazel

Vice President, Marketing, Manna Tree Partners

Stanley Yu

Principal, Investor Relations, Leonard Green & Partners

Advisory board

Mary Armstrong

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

Caitlin Brodie

Managing Director, Carlyle

Jennifer Delaney

CFA, Managing Director, 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 this year’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 and Breakfast
08:00 - 09:00

Registration and Breakfast

Interactive Breakfast Discussions
08:10 - 08:50

Breakfast Meeting A: Investor relations career development

Lauren Gruchy
  • What is appropriate compensation?
  • Becoming proficient 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

 

Moderator:
Lauren Gruchy, Field Events Manager, Georgian

A speaker photo for Lauren Gruchy

Lauren Gruchy

Investor Events Manager, Georgian

Read bio
08:10 - 08:50

Breakfast Meeting B: Marketing career development

  • What is appropriate compensation?
  • Becoming proficient 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
Welcoming remarks
09:00 - 09:15

Chair Opening

09:15 - 10:00

Keynote

Plenary
10:00 - 10:45

Leverage new and emerging technologies

Laura Fahrney
  • 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 AI’s limitations and opportunities
  • How firm size and resources impact technology
  • What are the things that GPs want from technology
  • What technologies are evolving

Panelists:
Laura Fahrney, Partner, Investor Relations, Ridgemont Equity Partners

A speaker photo for Laura	 Fahrney

Laura Fahrney

Partner, Ridgemont Equity Partners

Read bio
Break
10:45 - 11:15

Networking Break

Panels
11:15 - 12:00

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

Emily Mason, Leslie Hill
  • 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
Leslie Hill, Partner, Chief Operating Officer of Global Capital Formation, Sagard

A speaker photo for Emily Mason

Emily Mason

Head of Investor Relations & Fundraising, Cornell Capital

Read bio
A speaker photo for Leslie Hill

Leslie Hill

Partner, Chief Operating Officer of Global Capital Formation, Sagard

Read bio
11:15 - 00:00

Creative IR and marketing: What’s new and different

  • Innovative strategies for communications -formats
  • What forums and channels are effective
  • Change over time to use zoom or pre-recording collateral
  • Use video to tell your story
  • Augmenting your pitchbook
Luncheon
12:00 - 13:00

Lunch

Think Tanks: GP-only gatherings for candid discussions in a closed-door without any media, vendors, or service providers in the room.
13:00 - 13:50

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

Rushana Cypert
  • Identify communication dos and don’ts
  • Discuss messaging fundamentals
  • What is the key to crisis messaging
  • Utilizing new technology and subscription models
  • Compare the strategies for gaining traction to differentiate

Co-facilitators:
Rushana Cypert, Vice President, Investor Relations, The Capstreet Group

A speaker photo for Rushana Cypert

Rushana Cypert

Vice President, Investor Relations, The Capstreet Group

Read bio
13:00 - 13:50

Think Tank B: Expand and Enhance the due diligence experience during fundraising

David Martus, Betsy Sylvester
  • 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

Co-facilitators:
David Martus, Managing Director of Investor Relations, GSSG Solar
Betsy Sylvester, Managing Director, Head of Client Management, Castlelake

A speaker photo for David  Martus

David Martus

Managing Director, Investor Relations, GSSG Solar

Read bio
A speaker photo for Betsy Sylvester

Betsy Sylvester

Managing Director, Head of Client Management, Castlelake

Read bio
Streams
14:15 - 15:05

AI: Present use cases and possibilities

Brad Thawley
  • Where to start
  • How to test it and conduct assessments
  • What are the benefits of using it and how do you measure success
  • What third parties are people using
  • Precautions to address threats to privacy and security
  • Leverage opportunities for your team
  • Role of AI in background research

Panelist:
Brad Thawley, Partner, Limited Partner Relations, New Enterprise Associates (NEA)

A speaker photo for Brad Thawley

Brad Thawley

Partner, LP Relations, New Enterprise Associates (NEA)

Read bio
13:55 - 14:40

Build and Develop your team

Andrew J. Campbell, Kathryn Pothier
  • Compare inhouse vs agency implications
  • Where are you looking to hire, including specialization areas
  • Implications for building and managing your team if you are a one hub or regional ops firm
  • Get C-suite buy-in to procure investment in and resources
  • Tailor your team structure
  • Find the intersection of IR and marketing teams and how collaboration works and doesn’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
13:55 - 14:40

Rise of semi-liquid vehicles in private markets

Natalie Harvard, Catherine Saunders
  • 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
  • Use of technology for IR workflow

Panelists:
Natalie Harvard, Partner, Head of Investor Relations, Oak Hill Advisors
Catherine Saunders, Managing Director, Business Development, Benefit Street Partners

A speaker photo for Natalie Harvard

Natalie Harvard

Partner, Head of Investor Relations, Oak Hill Advisors

Read bio
A speaker photo for Catherine	 Saunders

Catherine Saunders

Managing Director, Benefit Street Partners

Read bio
Networking break
14:40 - 15:10

Networking Break

14:40 - 15:10

Speaker Office Hours

During Speaker Office Hours, speakers and other participants will meet up to continue the conversations for popular sessions. These sessions will not be facilitated. R.S.V.P required.

Member Only

Streams
15:15 - 16:05

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

Colleen Floberg
  • Fostering collaboration by ensuring and conveying alignment of interests
  • Convey imperatives and get in step with C-level other functions
  • Tips for communicating dos and don’ts
  • Practical approaches for when your facing roadblocks
  • Investigate internal processes for how conducive they are for collaboration

Panelists:
Colleen Floberg, Principal – Capital Formation & Business Development, GI Partners

A speaker photo for Colleen Floberg

Colleen Floberg

Principal - Capital Formation & Business Development, GI Partners

Read bio
15:15 - 16:05

Storytelling that is authentic and compelling

Allison Yazel
  • 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 thought leadership: Owned content and digital storytelling

Panelists:
Jennifer Rogg, Managing Director – Head of Investor Relations, Dunes Point Capital
Erica Sunkin, Director of Communications, New Enterprise Associates (NEA)
Allison Yazel, Vice President, Marketing, Manna Tree Partners

A speaker photo for Allison Yazel

Allison Yazel

Vice President, Marketing, Manna Tree Partners

Read bio
15:15 - 16:05

Side letter negotiations and LP requests

Parag Shah, Jim Rutherfurd
  • 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
  • Manage your internal constituency and manage your fund law firm
  • Work in concert with other functions
  • Use marketing skillsets to translate and position information and incremental materials to LPs

Panelists:
Parag Shah, Head of Marketing, Arena Investors
Jim Rutherfurd, Co-Founder and Partner, Head of Investor Relations, BharCap Partners

A speaker photo for Parag Shah

Parag Shah

Managing Director, Head of Client Service and Marketing, Arena Investors, LP

Read bio
A speaker photo for Jim Rutherfurd

Jim Rutherfurd

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

Read bio
Plenary
16:10 - 17:00

LP Panel: Ongoing communications with investors

Amrita Mainthia , 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 ILPA’s template may change reporting

Moderator:
Amrita Mainthia, VP, Investor Relations, General Catalyst

Panelists:
Michael Felman, President and CEO, MSF Capital Advisors

A speaker photo for Amrita  Mainthia

Amrita Mainthia

Vice President, General Catalyst

Read bio
A speaker photo for Michael Felman

Michael Felman

President and Chief Executive Officer, MSF Capital Advisors

Read bio
Reception
17:00 - 18:00

20th Anniversary Gala & Awards Ceremony

This year marks two exciting milestones–the 20th anniversary of the investor relations forum and the launch of our new Investor Relations Network. It’s an evening to reflect on the journey, celebrate shared achievements, and look ahead to the next chapter of innovation.

 

The gala will kick off with a toast and awards ceremony to honor leaders who have defined and continue to define a standard of excellence. Our awards ceremony will spotlight outstanding professionals whose vision, creativity, and commitment have transformed the private fund investor relations and marketing landscape. From pioneering marketing strategies to groundbreaking investor relations practices, these honorees have set the bar high for the entire industry.

 

Their commitment to advancing the industry has been and is essential to the success of this community, and we’ll take this opportunity to thank them for their ongoing support.

 

Join us for an unforgettable evening of networking and recognizing trailblazers in the industry.

Agenda

Day 2 - Wednesday 27th

Breakfast
08:10 - 08:55

Breakfast of Champions

Problem Solving Potluck: Real Challenges, Real Solutions, Better Outcomes

With an emphasis on real-world experiences and solutions, this lively session is sure to be a favorite—providing invaluable takeaways from the shared expertise of industry professionals.

 

Every attendee shares one issue they faced, their solution and the outcome.  Pre-registration will be required. You will walk away with actionable insights and practical strategies you can use to improve outcomes.

 

Hear the most pressing challenges your peers have faced, their innovative solutions and their outcomes. Whether it’s navigating investor communications during a market downturn, refining marketing strategies to attract the right investors, or tackling complex compliance issues around fund promotions, this session offers a unique opportunity for peer-to-peer exchange.

 

Member only Pre-registration will be required.

Opening Remarks
09:00 - 09:05

Opening Remarks

09:05 - 09:50

Keynote Fireside Chat: Marketing matters: Brand evolution during market revolution

Tom Eckersley
  • The opportunities and the growing pains: Challenges and prospects related to rapid growth
  • Lessons learned from brand strategy evolution and ‘rebrands’
  • What does brand mean in private markets – how do you evoke a positive and accurate representation of your firm
  • Moving targets: what’s key to marketing for origination vs fund raising vs more general reputation management
  • How to scale a team
  • The intersection of marketing, sales, and wider stakeholder engagement
  • What’s the next frontier for this ever-emerging function in private capital

Tom Eckersley, Head of Marketing, Hg

A speaker photo for Tom Eckersley

Tom Eckersley

Head of Marketing, Hg

Read bio
09:50 - 10:40

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

Irene Hong Edwards
  • 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 don’t work for LPs

Panelist:
Irene Hong Edwards, Partner, Head of Investor Relations, Lovell Minnick Partners
Sarah Smith, Partner, Limited Partner Services, Advent International

A speaker photo for Irene Hong Edwards

Irene Hong Edwards

Partner, Head of Investor Relations, Lovell Minnick Partners

Read bio
Networking break
10:40 - 11:10

Networking Break

10:40 - 11:10

Speaker Office Hours

During Speaker Office Hours, speakers and other participants will meet up to continue the conversations for popular sessions. These sessions will not be facilitated. R.S.V.P required.

Member Only

Streams
11:10 - 12:00

Crisis communications and issues management

  • Counter and leverage the 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 your firm or portfolio companies
  • Proactive and reactive strategies for ESG and DEI

 

11:10 - 12:00

Vet, select and manage placement agents

James Varela, Christina Anzel, Mac Hofeditz, Alia Rafi
  • 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 of working with or without them
  • Have a strategy What specific areas do different placement agents have access to

Moderator:
James Varela, Partner, Head of Middle East, Rede Partners

Panelists:
Christina Anzel, Director, Client Team, Generation IM
Mac Hofeditz, Managing Director, Vector Capital Management
Alia Rafi, Principal, Investor Relations and Fundraising, FTV Capital

A speaker photo for James Varela

James Varela

Partner, Head of the Middle East, Rede Partners

Read bio
A speaker photo for Christina  Anzel

Christina Anzel

Director, Generation Investment Management

Read bio
A speaker photo for Mac Hofeditz

Mac Hofeditz

Managing Director, Vector Capital Management

Read bio
A speaker photo for Alia Rafi

Alia Rafi

Principal, Investor Relations & Fundraising, FTV Capital

Read bio
11:10 - 12:00

Leverage growth areas: Private banks & RIAs

Sean Cumiskey
  • 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
  • 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

Panelists:
Sean Cumiskey, Head of Investor Relations, Omega Funds

A speaker photo for Sean Cumiskey

Sean Cumiskey

Head of Investor Relations, Omega Funds

Read bio
Luncheon
12:00 - 13:00

Luncheon

Streams
13:00 - 13:50

Navigating the backlash and regional nuances to ESG and DEI

Amanda Heravi
  • 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

Panelists:
Michele Chow-Tai Managing Director, Business Development, Fairview Capital Partners
Amanda Heravi, Managing Director, Head of Investor Relations & Director of ESG, Avista Healthcare Partners

A speaker photo for Amanda Heravi

Amanda Heravi

Managing Director, Investor Relations & ESG, Avista Capital Partners

Read bio
13:00 - 13:50

Strategies that resonate with institutional investors in a slow exit environment

Caroline Page, Roseita Monteiro, Kareen Laton, Priya Pradhan Karkar, David Fann
  • Evolution and growth of the secondary market
  • Speak to alignment of interests and inherent conflicts
  • Deliver value when performance isn’t strong
  • What rights do LPs have in the continuation vehicle process
  • Challenges that LPs face and how GPs can mitigate them

Moderator:
Caroline Page, Partner, HighVista Strategies

Panelists:
Roseita Monteiro, Principal Investor Relations, Coller Capital
Kareen Laton, Managing Director, Head of Investor Relations, NovaQuest Capital Management
Priya Karkar, Managing Director, Investor Relations and Business Development, Kline Hill Partners
David Fann, Senior Managing Director, Head of Investor Relations, VSS Capital Partners 

A speaker photo for Caroline Page

Caroline Page

Partner, HighVista Strategies

Read bio
A speaker photo for Roseita Monteiro

Roseita Monteiro

Principal, Investor Relations, Coller Capital

Read bio
A speaker photo for Kareen Laton

Kareen Laton

Managing Director, Head of Investor Relations, NovaQuest Capital Management

Read bio
A speaker photo for Priya  Pradhan Karkar

Priya Pradhan Karkar

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

Read bio
A speaker photo for David Fann

David Fann

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

Read bio
13:00 - 13:50

Messaging: 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 people
  • Branding to resonate across various stakeholder groups
  • Refresh or tweak your brand
  • Update on Marketing Rule regulations for exempt and non-exempt
14:45 - 15:05

Survey Results

PEI’s Investor relations and marketing compensation survey results. Discover the latest figures in compensation for 2024 across functional areas, AUM, seniority levels, and more.

End of conference
14:45 - 14:45

End of conference

Kathleen Toomey, Ampersand Capital Partners

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

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

Explore the 2024 attendee list

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 gala

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 20th anniversary forum, and be sure to secure your place when you’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 a founding Investor Relations Network member

Non-Members

All-access pass to the Forum

$4,500

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Become a founding member

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

$3,395* $3,995

*Early bird pricing expires December 6

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Discounts available for team memberships

Service Providers

Service provider Forum access

$6,645

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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 PEI’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 firm’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, you’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 enhanced access

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, you’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 PEI’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 firm’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, you’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 enhanced access

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, you’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