Navigating the future of PE 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: A conversation with Kelly Williams and Dana Johns

Dana Johns
Senior Portfolio Manager
Maryland State Retirement and Pension System

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

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

Testimonials

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
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months

Network and build relationships

Networking opportunities include

  • Early access to the platform: Get a jumpstart on your virtual experience when the platform opens two weeks prior to the event (March 30). Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
  • 1-on-1 and group private video meetings: Setup private virtual meetings with fellow event attendees anytime throughout the two days of the event.
  • Search attendees and send private messages: Search attendee profiles and send fellow attendees a message. Use the built-in search function to filter the list of attendees based on criteria such as fund type, sector focus, strategy, AUM, etc

Meet with globally recognized service providers, fund managers, and associations

Learn more about our event sponsors and partners in the virtual networking lounge. The virtual networking rooms can be accessed at anytime and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available

2021 Agenda

 

If you are interested in a speaking role at the 2021 virtual Forum, please contact Melissa Baer at melissa.b@peimedia.com

 

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 13th

Pre-conference sessions
09:55 - 10:55

Pre-conference workshop: Women’s networking roundtable

09:55 - 10:55

Pre-conference workshop: Investors committing to DEI—now what?

Patricia Grad

Facilitator:

Patricia Grad, Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners   

A speaker photo for Patricia Grad

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Read bio
Main sessions
10:55 - 11:10

PEI welcome & chairman's opening remarks

11:10 - 11:40

Fireside Chat: A conversation with PEWIN founder Kelly Williams and Dana Johns, Senior Portfolio Manager at Maryland State Retirement and Pension System

Dana Johns, Kelly Williams

Dana Johns, Senior Portfolio Manager, Maryland State Retirement and Pension System
Kelly Williams, CEO, The Williams Foundation, Co-CEO and Founding Chair, Private Equity Women Investor Network (PEWIN)

A speaker photo for Dana Johns

Dana Johns

Senior Portfolio Manager, Maryland State Retirement and Pension System

Read bio
Kelly Williams The Williams Legacy Foundation

Kelly Williams

CEO, The Williams Legacy Foundation

Read bio
11:40 - 12:15

Straight from the top: a discussion with IR pioneers

Nicole Adrien, Christine Anderson, Nathan Bishop
  • How investor relations has changed since the beginning: Lessons learned
  • Maneuvering and adapting during times of crisis: then and now
  • Innovative approaches for effective investor relations amid uncertainty
  • Maintaining LP relationships and making new connections in a virtual world

Panelists:
Nicole Adrien, Managing Director, Chief Product Officer and Global Head of Client Relations, Oaktree
Christine Anderson, Senior Managing Director and Global Head of Public Affairs, Blackstone
Nathan Bishop, Managing Director and Head of Institutional Investor Relations, North America, HarbourVest

Nicole Adrien Oaktree

Nicole Adrien

Managing Director, Chief Product Officer and Global Head of Client Relations, Oaktree

Read bio
Christine Anderson, Blackstone

Christine Anderson

Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone

Read bio
Nathan Bishop HarbourVest

Nathan Bishop

Managing Director & Head of Institutional Investor Relations, HarbourVest

Read bio
12:15 - 12:50

LP insight: Aligning and maintaining successful relationships

Karen Bommart, Anita Hariton, Robert Klein
  • Effective LP-GP communication strategies
  • GP dos and don’ts
  • Investor benchmarks that GPs should know
  • Best practices in LP reporting

Moderator:
Karen Bommart, 
VP,Head of Investor Relations, Battery


Panelist:
Anita Hariton,
Head of Investor Services, Commonfund
Robert Klein
, Partner, RedBird Capital Partners
Anton Orlich, Head of Alternative Investments, Kaiser Permanente

 

A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery Ventures

Read bio
Anita Hariton Commonfund

Anita Hariton

Managing Director, Head of Investor Services

Read bio
Robert Klein RedBird Capital Partners

Robert Klein

Partner, RedBird Capital Partners

Read bio
12:50 - 13:25

Organizing and executing an effective, virtual AGM

Mary Kate Bertke
  • Implementing an engaging AGM that goes beyond a videoconference
  • Investor engagement and interactive solutions
  • Benefits, concerns and considerations
  • Infrastructure issues and technology tips
  • Is a virtual/live hybrid model sustainable?

Panelist:

Mary Kate Bertke, Principal, Head of Investor Relations, Great Hill Partners

Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Principal, Head of Investor Relations, GHP

Read bio
13:25 - 13:30

Luncheon break and coffee house chat

Coffee house chats: Extend the conversation and keep the buzz going
13:30 - 14:00

Conducting due diligence

13:30 - 14:00

PE reputation management & risks

Taylor Lawrence

Panelist:
Taylor Lawrence
, Managing Partner, Everstone Capital

 

Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Partner, Everstone Capital

Read bio
13:30 - 14:00

The IR Team: Talent, recruitment, management, development

Alanna Chaffin

Panelist:

Alanna Chaffin, Co-Head, Investor Relations & Communications, OpenGate Capital

 

 

Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

Read bio
Afternoon breakouts
14:00 - 14:40

The art of virtual fundraising

Matthew Coad, Michelle Daubar
  • How do you fundraise when you can’t get on a plane?
  • Managing the process and broadening your skill set
  • Maintaining the feel of connectivity
  • Strategies and solutions
  • Obstacles to be aware of

 

Panelists:

Matthew Coad, Principal, Investor Relations, Victor Park Capital
Michelle Daubar, Partner-Investor Relations & Communications, Oak HC/FT

A speaker photo for Matthew Coad

Matthew Coad

Principal, Investor Relations, Victory Park Capital

Read bio
Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations and Communications, Oak HC/FT

Read bio
14:00 - 14:40

Communicating in volatile times

Mary Armstrong, Kate McGann
  • What are a firm’s communication responsibilities in an unprecedented year?
  • Managing the needs of different stakeholders
  • What opportunities have risen from the past year of crises?
  • How have outside influences, such as political factors, changed communication strategies?
  • How to be proactive vs. reactive

Panelists:

Mary Armstrong, Global Head of Marketing & Communications, General Atlantic
Kate McGann, Vice President-Public Relations North America, Hamilton Lane

A speaker photo for Mary  Armstrong

Mary Armstrong

Global Head of Marketing and Communications, General Atlantic

Read bio
A speaker photo for Kate McGann

Kate McGann

Vice President, Corporate Communications & PR, Hamilton Lane

Read bio
14:40 - 15:20

Investor relations when you’re not actively fundraising: setting the table

Alanna Chaffin, Kimberly Kile
  • Differentiating your firm
  • Strategies to differentiate your firm
  • Building credibility in the market
  • Conveying your firm’s operations and business model
  • Techniques on staying involved with your investors: how much do they want to hear from you?
  • Communicating with/servicing potential investors
  • Critical relationship management


Panelist:
Alanna Chaffin,
Co-Head, Investor Relations and Communications, OpenGate Capital 
Kimberly Kile
, General Partner, ABS Capital Partners

 

Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

Read bio
Kim Kile ABS Capital Partners

Kimberly Kile

General Partner, ABS Capital Partners

Read bio
15:20 - 15:55

Afternoon networking break and coffee house chats

Kristy DelMuto, Andrea Williams
Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

Read bio
Andrea Williams Oaktree Capital

Andrea Williams

Managing Director and Head of Corporate Communications & Branding, Oaktree Capital

Read bio
Coffee house chats: Extend the conversation and keep the buzz going
15:20 - 15:55

Strategies for first-time fund managers

Joshua Adams, Alanna Chaffin

Speakers:
Joshua Adams
, Managing Director and Global Head of Business Development, OpenGate Capital  
Alanna Chaffin
, Co-Head, Investor Relations and Communications, OpenGate Capital

Joshua Adams Global Head of Business Development

Joshua Adams

Managing Director, Global Head of Business Development, OpenGate Capital

Read bio
Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

Read bio
15:20 - 15:55

Perfecting your online pitch

15:20 - 15:55

The role of IR in the secondaries market

Priya Pradhan Karkar

Speakers:
Priya Pradhan Karkar,
Managing Director and Head of Investor Relations, Kline Hill Partners

Priya Karkar Kline Hill Partners

Priya Pradhan Karkar

Managing Director and Head of Investor Relations, Kline Hill Partners

Read bio
Plenary session
15:55 - 16:30

The transformation of IR and what the future holds

Richard Kunzer, Gina Lee Peyton
  • How has the industry evolved over the past year and what lessons have been learned?
  • Maintaining relationships amid travel restrictions, remote working and industry obstacles
  • What opportunities have emerged and how can IR teams leverage them for the future?
  • What will the IR space look like after a return to normalcy? Will we revert to the old ways or embrace current changes?

Panelist:
Richard Kunzer, Partner, Co-Head of Investor Relations, PC Partners
Gina Lee Peyton, Partner and Head of Capital Formation, Castlelake

Richard Kunzer BC Partners

Richard Kunzer

Partner, Co-Head of Investor Relations, BC Partners

Read bio
A speaker photo for Gina Lee Peyton

Gina Lee Peyton

Partner, Head of Capital Formation, Castlelake

Read bio
Networking opportunities
16:30 - 17:30

Networking cocktail lessons with master mixologist

Agenda

Day 2 - Wednesday 14th

Pre-conference Think Tank (invitation only)
09:55 - 10:45

Advanced IR: Best practices from industry leaders

09:55 - 10:45

Emerging IR: Building and advancing your career

09:55 - 10:45

Marketing & communications: Strategies for success

Plenary sessions
10:45 - 11:20

Sharpening your fundraising strategy

Allison Cole, Conrad Gorospe
  • Preparing and implementing a timeline.
  • Readying investors for you to come to market
  • Managing LPs through due diligence
  • Prepping your internal team: areas to highlight, areas to downplay
  • Delivering feedback to colleagues during a roadshow
  • Motivations to enhance and market a fund

Panelists:
Allison Cole, 
Managing Director, Head of Fundraising & Investor Relations, Lightyear Capital
Conrad Gorospe, Principal, Insight Partners

A speaker photo for Allison Cole

Allison Cole

Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital

Read bio
Conrad Gorospe Insight Partners

Conrad Gorospe

Head of North America Fundraising & Investor Relations, Insight Partners

Read bio
11:20 - 11:55

The uptick of private equity in the SPAC market

Jennifer Kwon Chou, Stacie Selinger
  • Fundraising and structuring
  • Transaction targets and ROI
  • Benefits, risks, and rewards
  • Co-investment opportunities

Panelists:
Jennifer Kwon Chou
, Chief Strategy Officer, The Gores Group
Stacie Selinger, Head of Investor Relations, GCM Grosvenor

Jennifer Kwon Chou The Gores Group

Jennifer Kwon Chou

Chief Strategy Officer, The Gores Group

Read bio
A speaker photo for Stacie Selinger

Stacie Selinger

Head of Investor Relations, GCM Grosvenor

Read bio
11:55 - 12:15

Networking break

Interactive roundtables
12:15 - 12:50

Room 1. How AI, predictive analytics, and smart tech is boosting marketing and communications

12:15 - 12:50

Room 2. Press and Media Relations

12:15 - 12:50

Room 3. Investor Relations, marketing & communications in venture capital

Karen Bommart

Speakers:
Karen Bommart
, VP, Head of Investor Relations, Battery

A speaker photo for Karen Bommart

Karen Bommart

Head of Investor Relations, Battery Ventures

Read bio
12:15 - 12:50

Room 4: LPAC dos and dont's

Patricia Grad

Speakers:
Patricia Grad,
Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

A speaker photo for Patricia Grad

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Read bio
Plenary sessions
12:50 - 13:25

ESG best practices for the in-house GP

Ruth Lane, Helee Lev, John Thompson
  • Structuring an ESG team
  • Reporting to investors while communicating your plan
  • Understanding overarching initiatives and KPIs
  • Meeting criteria for key ESG funds
  • Understanding the nuances of ESG and conveying that message to investors

 

Panelists:
Ruth Lane, Head of Investor Relations-ESG Officer, ATL Partners
Helee Lev, Chief Revenue Office and Board Member, Goby
John Thompson, Global Communications Director, Actis

Ruth Lane ATL Partners

Ruth Lane

Head of Investor Relations, ATL Partners

Read bio
Helee Lev, Goby

Helee Lev

Chief Revenue Office and Board Member, Goby

Read bio
A speaker photo for John Thompson

John Thompson

Global Communications Director, Actis

Read bio
13:25 - 14:00

Building and Protecting Your Relationships

Kristin Custar, Mary Manin
  • Key strategies in reputational management & reputational risk
  • Managing your online reputation
  • Best practices in conveying company culture and value
  • Effective communications with investors, regulators, and key stakeholders
  • Developing your personal brand along with adding value to your company and industry
  • Understanding and choosing resources to improve your firm’s trajectory

 

Panelists:
Kristin Custar,Partner and Head of Global Investor Capital Group, The Jordan Company
Mary Catherine Manin,
 Managing Director and Head of Marketing & Investor Relations, Stone Point Capital

Kristin Custar The Jordan Company

Kristin Custar

Partner, The Jordan Company

Read bio
Mary Manin Stone Point Capital

Mary Manin

Managing Director and Head of Marketing & Investor Relations, Stone Point Capital

Read bio
End of conference
14:00 - 14:05

Chairman’s closing remarks

2021 Speakers

If you are interested in speaking at the 2021 Forum, please contact Melissa Baer at melissa.b@peimedia.com

 

Joshua Adams Global Head of Business Development

Joshua Adams

Managing Director, Global Head of Business Development, OpenGate Capital

Mr. Adams is based in the firm’s Los Angeles office as Managing Director and Global Head of Business Development and is responsible for all aspects of the origination process including identifying, originating, and qualifying new investment opportuni… Read full bio
Nicole Adrien Oaktree

Nicole Adrien

Managing Director, Chief Product Officer and Global Head of Client Relations, Oaktree

Ms. Adrien is Oaktree’s Chief Product Officer and Global Head of Client Relations. In this capacity, she oversees all aspects of our product management activities, including product design and governance, in addition to providing oversight of the fir… Read full bio
Christine Anderson, Blackstone

Christine Anderson

Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone

Christine Anderson is Senior Managing Director and Global Head of Public Affairs, Marketing, and ESG. She oversees Blackstone's public relations, branding, marketing, internal communications and ESG functions. She serves as the primary spokesperson f… Read full bio

Mary Armstrong

Global Head of Marketing and Communications, General Atlantic

Mary Armstrong is the Global Head of Marketing & Communications at General Atlantic, a leading global growth equity firm. In that role, she oversees the strategic communications and marketing program for the firm. She also provides counsel to its… Read full bio
Mary Kate Bertke Great Hill Partners

Mary Kate Bertke

Principal, Head of Investor Relations, GHP

Mary Kate Bertke joined GHP in 2012 and is responsible for managing all fundraising and investor relations activities. She graduated Amherst College with a Bachelor of Arts degree with Honors in Economics and Spanish. Mary Kate’s former work experien… Read full bio
Nathan Bishop HarbourVest

Nathan Bishop

Managing Director & Head of Institutional Investor Relations, HarbourVest

Nate Bishop is the Head of Institutional Investor Relations for North America having joined HarbourVest in 2008. In his role, Nate leads a team focused on coordinating, monitoring, and enhancing relationships with new and existing investors as well a… Read full bio

Karen Bommart

Head of Investor Relations, Battery Ventures

Karen heads the IR function at Battery, working with the firm’s limited partners on a day-to-day basis. For the first eight years of her tenure, she led the firm’s marketing and branding efforts, and provided hands-on support to its portfolio compani… Read full bio
Alanna Chaffin OpenGate Capital

Alanna Chaffin

Co-Head, Investor Relations & Communications, OpenGate Capital

Alanna Chaffin is based in OpenGate Capital’s Los Angeles office and is Co-Head of Investor Relations & Communications. In her role, Ms. Chaffin leads capital raising and Limited Partner relations for the firm’s institutional funds as well as cor… Read full bio
Jennifer Kwon Chou The Gores Group

Jennifer Kwon Chou

Chief Strategy Officer, The Gores Group

Jennifer Kwon Chou is Managing Director and Chief Strategy Officer of The Gores Group. Ms. Chou oversees firm strategy and the development of new products and partnerships for the firm. She also has management responsibilities over the firm’s origina… Read full bio

Matthew Coad

Principal, Investor Relations, Victory Park Capital

Matthew Coad joined VPC in 2008 and is the Principal of Investor Relations. He is primarily responsible for investor relations as well as marketing and communications for the firm. Mr. Coad is also actively involved in sourcing and fundraising for VP… Read full bio

Allison Cole

Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital

Allison Cole is a Managing Director and Head of Fundraising & Investor Relations at Lightyear Capital. Prior to joining the firm in 2018, Ms. Cole spent 13 years at CCMP Capital Advisors (formerly JPMorgan Partners), a middle market buyout and gr… Read full bio
Kristin Custar The Jordan Company

Kristin Custar

Partner, The Jordan Company

Kristin Custar is a Partner and Head of the Global Investor Capital Group of The Jordan Company. She is also a member of the firm’s Executive Committee. Kristin joined TJC in 2007. Kristin oversees all of TJC’s fundraising efforts, investor relations… Read full bio
Michelle Daubar Oak HC/FT

Michelle Daubar

Partner, Investor Relations and Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… Read full bio
Kristy DelMuto LLR Partners

Kristy DelMuto

Vice President, Strategic Marketing, LLR Partners

Kristy DelMuto is the Vice President of Strategic Marketing at LLR Partners. With more than $5.8 billion raised across six funds, LLR provides capital for growth, recapitalizations and buyouts to technology and healthcare companies. As the leader of… Read full bio
Conrad Gorospe Insight Partners

Conrad Gorospe

Head of North America Fundraising & Investor Relations, Insight Partners

Conrad Gorospe joined Insight in 2019 as the Head of North America Fundraising & Investor Relations. Prior to joining Insight, Conrad was a senior member of the Investor Relations & Fundraising team at Apollo Global Management where he led in… Read full bio

Patricia Grad

Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Patricia Grad has more than 20 years of experience developing, launching, and executing strategic fundraising and business development plans for private equity investment firms. She currently serves as a Senior Managing Director, Head of Investor Rel… Read full bio
Anita Hariton Commonfund

Anita Hariton

Managing Director, Head of Investor Services

Anita Hariton is Head of Commonfund Capital Investor Services and leads a team responsible for portfolio reviews, investor communications, client reporting, RFP responses and special projects. Prior to joining Commonfund Capital, Anita held a series… Read full bio

Dana Johns

Senior Portfolio Manager, Maryland State Retirement and Pension System

Bio coming soon..
Priya Karkar Kline Hill Partners

Priya Pradhan Karkar

Managing Director and Head of Investor Relations, Kline Hill Partners

Priya Pradhan Karkar works on business development, investor relations, and strategy at Kline Hill, having joined the team in April 2018. She was most recently an independent consultant, working with several private investment firms including Kline H… Read full bio
Kim Kile ABS Capital Partners

Kimberly Kile

General Partner, ABS Capital Partners

Kim is a General Partner at ABS Capital Partners, a leading growth equity firm established in 1990, with offices in Baltimore, San Francisco, and Washington, D.C. Kim serves as a trusted advisor to the firm’s two managing general partners, providing… Read full bio
Robert Klein RedBird Capital Partners

Robert Klein

Partner, RedBird Capital Partners

Robert Klein is a Partner of the firm. Prior to joining RedBird, Robert spent ten years at JPMorgan, most recently as Global Head of the Alternative Investments Group — a hedge fund, private equity/credit and real estate platform with over $80 billio… Read full bio
Richard Kunzer BC Partners

Richard Kunzer

Partner, Co-Head of Investor Relations, BC Partners

Richard joined BC Partners in New York in 2009. Previously, Richard spent 5 years at Credit Suisse Alternative Investments, most recently as a director and a global private equity product specialist. Prior to this, he held positions at Singer and Fri… Read full bio
Ruth Lane ATL Partners

Ruth Lane

Head of Investor Relations, ATL Partners

Ruth Lane is Head of Investor Relations at ATL Partners. She also serves as the firm’s ESG Officer. Ruth joined ATL from MidOcean Partners where she was Head of Investor Relations. She was previously Head of Investor Relations at CIFC Asset Managemen… Read full bio
Taylor Lawrence Everstone Capital

Taylor Lawrence

Managing Partner, Everstone Capital

Taylor Lawrence joined Everstone as a Managing Director in Business Development in 2018 and has over 16 years of experience. Most recently, Taylor was the Head of Marketing and Investor Relations at Wellspring Capital, a mid-market private equity fir… Read full bio
Helee Lev, Goby

Helee Lev

Chief Revenue Office and Board Member, Goby

Helee Lev is the Chief Revenue Officer and Board Member at Goby, The ESG Platform. Helee has more than 15 years of experience in investment management and ESG with clients such as Motorola, Bank of America, Cisco, MasterCard, HSBC, Fidelity, McDonald… Read full bio
Mary Manin Stone Point Capital

Mary Manin

Managing Director and Head of Marketing & Investor Relations, Stone Point Capital

Mary Catherine Manin is Managing Director and Head of Marketing and Investor Relations at Stone Point Capital. Since joining Stone Point in 2014, Mary has been involved in the firm’s fundraising, investor relations and marketing efforts. Mary also se… Read full bio

Kate McGann

Vice President, Corporate Communications & PR, Hamilton Lane

Kate is a Vice President at Hamilton Lane in the Marketing and Communications Department, responsible for the firm’s media and public relations efforts. Prior to joining Hamilton Lane in 2016, Kate was a Director with Broadridge Financial Solutions (… Read full bio

Stacie Selinger

Head of Investor Relations, GCM Grosvenor

Ms. Selinger is Head of Investor Relations, leading the firm’s efforts to engage with public investors and the equity research community, and Head of Strategy and Corporate Development, where she focuses on firm-wide initiatives, product development,… Read full bio

John Thompson

Global Communications Director, Actis

John is the global communications director at Actis, a US$15bn private equity firm focused on growth markets in Africa, Asia, and Latin America. John is based in London and his role sits within the IR team. He is responsible for managing the reputati… Read full bio
Andrea Williams Oaktree Capital

Andrea Williams

Managing Director and Head of Corporate Communications & Branding, Oaktree Capital

Ms. Williams is responsible for leading the execution of Oaktree’s global corporate communications, branding and marketing program activities. Prior to joining Oaktree in 2012, Ms. Williams oversaw communications, investor relations and corporate dev… Read full bio
Kelly Williams The Williams Legacy Foundation

Kelly Williams

CEO, The Williams Legacy Foundation

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… Read full bio
View all speakers

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 tyler.m@peimedia.com 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 regny@peimedia.com.