International
Investor Relations, Marketing & Communications Forum Virtual Experience 2021
13 - 14 April 2021,
Eastern Time (ET) - Available Anywhere
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
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.
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-tanks, sector 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
Agenda
Day 1 - Tuesday 13th
Pre-conference workshop: Women’s networking roundtable
Pre-conference workshop: Investors committing to DEI—now what?
Facilitator:
Patricia Grad, Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Patricia Grad
Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Read bioPEI welcome & chairman's opening remarks
Fireside Chat: A conversation with PEWIN founder Kelly Williams and Dana Johns, Senior Portfolio Manager at Maryland State Retirement and Pension System
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)
Straight from the top: a discussion with IR pioneers
- 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
LP insight: Aligning and maintaining successful relationships
- 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
Organizing and executing an effective, virtual AGM
- 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
Luncheon break and coffee house chat
Conducting due diligence
PE reputation management & risks
Panelist:
Taylor Lawrence, Managing Partner, Everstone Capital
The IR Team: Talent, recruitment, management, development
Panelist:
Alanna Chaffin, Co-Head, Investor Relations & Communications, OpenGate Capital
The art of virtual fundraising
- 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
Communicating in volatile times
- 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
Investor relations when you’re not actively fundraising: setting the table
- 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
Afternoon networking break and coffee house chats
Strategies for first-time fund managers
Speakers:
Joshua Adams, Managing Director and Global Head of Business Development, OpenGate Capital
Alanna Chaffin, Co-Head, Investor Relations and Communications, OpenGate Capital
Perfecting your online pitch
The role of IR in the secondaries market
Speakers:
Priya Pradhan Karkar, Managing Director and Head of Investor Relations, Kline Hill Partners
The transformation of IR and what the future holds
- 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
Networking cocktail lessons with master mixologist
Agenda
Day 2 - Wednesday 14th
Advanced IR: Best practices from industry leaders
Emerging IR: Building and advancing your career
Marketing & communications: Strategies for success
Sharpening your fundraising strategy
- 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
The uptick of private equity in the SPAC market
- 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
Networking break
Room 1. How AI, predictive analytics, and smart tech is boosting marketing and communications
Room 2. Press and Media Relations
Room 3. Investor Relations, marketing & communications in venture capital
Speakers:
Karen Bommart, VP, Head of Investor Relations, Battery
Room 4: LPAC dos and dont's
Speakers:
Patricia Grad, Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Patricia Grad
Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Read bioESG best practices for the in-house GP
- 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
Building and Protecting Your Relationships
- 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
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
Managing Director, Global Head of Business Development, OpenGate Capital
Nicole Adrien
Managing Director, Chief Product Officer and Global Head of Client Relations, Oaktree
Christine Anderson
Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone
Mary Armstrong
Global Head of Marketing and Communications, General Atlantic
Mary Kate Bertke
Principal, Head of Investor Relations, GHP
Nathan Bishop
Managing Director & Head of Institutional Investor Relations, HarbourVest
Karen Bommart
Head of Investor Relations, Battery Ventures
Alanna Chaffin
Co-Head, Investor Relations & Communications, OpenGate Capital
Jennifer Kwon Chou
Chief Strategy Officer, The Gores Group
Matthew Coad
Principal, Investor Relations, Victory Park Capital
Allison Cole
Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital
Kristin Custar
Partner, The Jordan Company
Michelle Daubar
Partner, Investor Relations and Communications, Oak HC/FT
Kristy DelMuto
Vice President, Strategic Marketing, LLR Partners
Conrad Gorospe
Head of North America Fundraising & Investor Relations, Insight Partners
Patricia Grad
Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners
Anita Hariton
Managing Director, Head of Investor Services
Priya Pradhan Karkar
Managing Director and Head of Investor Relations, Kline Hill Partners
Kimberly Kile
General Partner, ABS Capital Partners
Robert Klein
Partner, RedBird Capital Partners
Richard Kunzer
Partner, Co-Head of Investor Relations, BC Partners
Ruth Lane
Head of Investor Relations, ATL Partners
Taylor Lawrence
Managing Partner, Everstone Capital
Helee Lev
Chief Revenue Office and Board Member, Goby
Mary Manin
Managing Director and Head of Marketing & Investor Relations, Stone Point Capital
Kate McGann
Vice President, Corporate Communications & PR, Hamilton Lane
Stacie Selinger
Head of Investor Relations, GCM Grosvenor
John Thompson
Global Communications Director, Actis
Andrea Williams
Managing Director and Head of Corporate Communications & Branding, Oaktree Capital
Kelly Williams
CEO, The Williams Legacy Foundation
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.
Pre-Event Resources
Webinar: How deal teams and IR staff collaborate to provide best-in-class service to investors
By Private Equity International
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.