Maximize your firm's fundraising potential

The Investor Relations & Fundraising Forum connects leading professionals within private markets and venture capital to discuss a changing fundraising environment.

Improve your strategy by hearing from market leaders about best practices and trends in fundraising, investor relations, branding, communications, marketing, and more.

Discover solutions to your most pressing challenges through engaging panels, interactive roundtable discussions, and extensive networking opportunities.

The Forum will connect you with peers to exchange ideas on the changing fundraising landscape, how to navigate oncoming headwinds, and significant day-to-day pain points.

Meet the 2024 keynote speaker

Matthew Pedley
Sr. Managing Director, Head of Institutional Client Solutions in the Americas
Blackstone

Before joining Blackstone in 2009, Mr. Pedley was in the venture capital arm of AllianceBernstein, where he was responsible for software venture investments, Limited Partner relations, fundraising and legal documentation for the fund. Prior to AllianceBernstein, Mr. Pedley was at Crosslink Capital, where he was responsible for venture investments in the software and communications sectors. He was an Observer on the boards of Evant (acquired by MANH), IM Logic (acquired by SYMC), and Jasper Wireless (acquired by CSCO); he was also involved with private investments in Good Technology (acquired by MOT) and Equinix (EQIX). Prior to his career in venture capital, Mr. Pedley was a Senior Consultant with Andersen Consulting, where he provided strategic and business process guidance to the world’s largest technology companies.

2024 agenda themes

The 2024 agenda was developed through consultation with influential IR leaders in private markets and venture capital.

The topics covered provided necessary guidance to improve processes and practices within firms, such as:

  • Building credibility with investors
  • Preparing for conversations with LPs around negative news
  • Maintaining brand awareness and integrity while fundraising
  • Forging partnerships that can withstand times of stress
  • Understanding how AI is shaping the market
  • Uncovering what really matters to investors
  • Determining best approaches for targeting family offices
  • And more…

2024 speakers

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Who attended the 2024 event?

ACME VC
AE Industrial Partners
Alvarez & Marsal Capital
Andreessen Horowitz
Audax Group
Aurora Capital
Battery Ventures
Berkshire Partners
Blackstone
Borgman Capital
Brookfield Asset Management
Civicap Partners
Coller Capital
Crow Holdings
Denham Capital
Frazier Healthcare Partners
FTV Capital
General Catalyst
GI Partners
GID
Goldman Sachs
Gryphon Investors
Hamilton Lane
Icv Partners
Kohlberg & Company
Lloyd Jones
MJ Hudson
New Spring Capital
Oak HC/FT
PAC Capital
PAI Partners
Peachtree Hotel Group
Pelion Venture Partners
Pivotal Life Sciences
Post Advisory Group
Sapphire Ventures
Serent Capital
Sofinnova Investments
Strattam Capital
Thomas H. Lee Partners
Transformation Capital Partners
Trellis Advisors
Trivest Partners
True Green Capital
Virtú Investments
VMG Partners

What our attendees say about the Forum

Kate Gallego

Data & Operations Specialist, CIVC Partners LP

This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats…

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Rikki Gibson

Senior Associate, Northleaf Capital Partners

A great event to network with and learn from other private markets marketing professionals.

Andrew Hines

Marketing Manager, Pacific Current Group

As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strat…

Read full testimonial

2024 agenda

Download the 2024 agenda to see a sample of which timely and relevant topics were covered at this year’s Forum.

If you are interested in a speaking role please contact contact Brian Anderson at brian.a@pei.group.

Get the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 25th

Registration
08:00 - 09:00

Registration and Breakfast

Pre-Conference Breakfast Meeting | These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelists and audience members.
08:00 - 08:45

Breakfast Meeting A: Expand your funding base internationally

Gingee Prince, Ravali Parsa, Andrew Darcovich, Mac Hofeditz
  • Weigh the pros, cons and how-tos of using placement agents
  • Comply with nuanced regulatory challenges and rule sets
  • How do you cover the globe, where do you show up and how often
  • International marketing: what are the challenges of marketing a non-US fund to US investors

Moderator
Gingee Prince, Chief Impact Officer, Enhanced Capital

Panelist
Ravali Parsa, Director, Investor Relations, Aurora Capital
Andrew Darcovich, Head of Investor Relations and Business Development, Alpha Edison
Mac Hofeditz, Managing Director, Head of Marketing and Investor Relations, Vector Capital

A speaker photo for Gingee Prince

Gingee Prince

Managing Director, Chief Impact Officer, Enhanced Capital

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A speaker photo for Ravali Parsa

Ravali Parsa

Director of Investor Relations, Aurora Capital Partners

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A speaker photo for Andrew Darcovich

Andrew Darcovich

Head of Investor Relations and Business Development, Alpha Edison

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A speaker photo for Mac Hofeditz

Mac Hofeditz

Managing Director, Vector Capital Management

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08:00 - 08:45

Breakfast Meeting B: Speed Networking

In this session, participants will expand their network by meeting many peers.  This session is ideal for junior-level IR leaders.

Opening remarks & chair's welcome
08:50 - 09:05

Opening remarks & chair's welcome

Brian Anderson, Jeff Mills

Opening remarks
Brian Anderson, Senior Conference Producer, Private Equity International

Chair welcome
Jeff Mills, Partner, Partner, Head of Investor Relations, Madrona

A speaker photo for Brian Anderson

Brian Anderson

Senior Conference Producer, Private Equity International

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A speaker photo for Jeff Mills

Jeff Mills

Partner, Head of Investor Relations, Madrona

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Plenary sessions
09:05 - 09:50

Propel fundraising by aligning your funds and disparate investor types

Matthew Pedley, Lawrence Aragon
  • Hear current challenges of this fundraising era and about opportunities that exist today
  • Pinpoint what types of investments work with various investor types
  • Position your fund according to investor type and their interests
  • Work with clients to determine which products are the most relevant for them
  • Manage multiple strategies simultaneously
  • Importance of timely and transparent communication

Keynote
Matthew Pedley, Senior Managing Director, Head of Institutional Client Solutions in the Americas, Blackstone

Moderator
Lawrence Aragon, West Coast Bureau Chief, PEI

A speaker photo for Matthew Pedley

Matthew Pedley

Senior Managing Director, Head of Institutional Client Solutions in the Americas, Blackstone

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A speaker photo for Lawrence Aragon

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

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09:50 - 10:40

What really matters to investors when you’re fundraising

Charlotte Shropshire, Mike Krems, David Robb, David Martus
  • What makes managers stand out during the vetting process
  • Hear prioritization drivers of investors for choosing new managers
  • Dos and don’ts during negotiations to optimize friendraising
  • What are the red flags and green light signals you’re giving

Moderator
Charlotte Shropshire, Head of Investor Relations, Menlo Ventures

Panelists
Mike Krems, Partner, Portfolio Strategy, Aksia
David Robb, Managing Director, Frontier Group
David Martus, Managing Director, Investor Relations, GSSG Solar

A speaker photo for Charlotte Shropshire

Charlotte Shropshire

Head of Investor Relations, Menlo Ventures

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A speaker photo for Mike Krems

Mike Krems

Partner, Portfolio Strategies, Aksia

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A speaker photo for David Robb

David Robb

Managing Director, Frontier Group

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A speaker photo for David  Martus

David Martus

Managing Director, Investor Relations, GSSG Solar

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Networking & Affinity Group Meetups
10:40 - 11:10

Networking coffee break

10:40 - 11:10

Affinity Group Meetup - Real Assets

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

 

Think Tank Sessions | Our think tanks are GP ONLY gatherings. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.
11:10 - 12:00

Think Tank A: Score with HNW investors: Addressing their needs and wants

Katie Schoen, Bruce Emken
  • Customize messaging and approach to HNW investor’s needs and evolve your communications
  • Is your firm and back office suited for individual investors including
    • tailored platform and technology
    • resources in place before they’re needed
  • Present the right information in the right way to educate HNWs
  • Advantages of going after HNW investors directly or through RIAs

Katie Schoen, Global Head of Investor Relations & Operations, Robert W. Baird & Co
Bruce Emken, Head of Wealth Management, Pathway Capital Management

A speaker photo for Katie Schoen

Katie Schoen

Global Head of Investor Relations & Operations Director, Baird Capital

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A speaker photo for Bruce Emken

Bruce Emken

Senior Vice President, Head of Wealth Management, Pathway Capital Management

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11:10 - 12:00

Think Tank B: Paths to investors’ doorsteps: Talk the talk and walk the walk

Lindsay Grider
  • Different approaches that work for disparate channels
  • What information should you know about investors as you develop your relationships
  • Blocking and tackling best practices
  • Hear examples of effective communications pre and post meetings

Lindsay Grider, Global Head of Fundraising and Investor Relations, LLCP

A speaker photo for Lindsay Grider

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

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Affinity Group Meetups
11:00 - 11:30

Affinity Group Meetup - VP/SVP

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class,  number of funds, and job title). These meetups are for open networking and will not be facilitated.

11:30 - 12:00

Affinity Group Meetup - BuyOut

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class,  number of funds, and job title). These meetups are for open networking and will not be facilitated.

Networking luncheon
12:00 - 13:00

Networking luncheon

Roundtable discussions | Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry leaders. Throughout the session, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
13:00 - 15:00

Brand awareness and integrity when fundraising

Nicole Beauregard, Kimberley Kasper
  • Stand out in a competitive market
  • Create and convey a consistent and transparent message
  • What is your true north and how do you convey that genuinely
  • How to cut through the noise with a clear differentiating narrative

Facilitators:
Nicole Beauregard, Director, Marketing, Hamilton Lane
Kimberley Kasper, Chief Growth Officer, Strattam Capital

A speaker photo for Nicole Beauregard

Nicole Beauregard

Principal, Private Wealth Marketing, Hamilton Lane

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A speaker photo for Kimberley Kasper

Kimberley Kasper

Chief Growth Officer, Strattam Capital

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13:00 - 15:00

Best practices for your LPAC and other LP interactions

Tessa Shakon, Kathleen Rochard
  • Best or common practices for interactions
  • Have the hard conversations, votes, contentious issues
  • Discuss logistics, frequency, timeline, and fostering an LP’s desire to attend
  • Coordinate LPACs across multiple active funds

Facilitators
Tessa Shakon, VP, Investor Relations, Ridgemont Equity Partners
Kathleen Rochard, Vice President, Investor Relations and Marketing, Serent Capital

A speaker photo for Tessa Shakon

Tessa Shakon

Vice President, Investor Relations, Ridgemont Equity Partners

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A speaker photo for Kathleen Rochard

Kathleen Rochard

Vice President, Investor Relations and Marketing, Serent Capital

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13:00 - 15:00

Build and sustain credibility with investors

Antonia Schwartz, Vaiva Herzberg
  • Find the balance between transparency and TMI
  • Determine what, when, and how to communicate in difficult situations
  • How to respond when investors want too much

Facilitators
Antonia Schwartz, Head of Investor Relations, Lotus Partners
Vaiva Herzberg, Alternatives Capital Formation, Executive Director, Goldman Sachs

A speaker photo for Antonia Schwartz

Antonia Schwartz

Head of Investor Relations, Lotus Infrastructure Partners

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A speaker photo for Vaiva Herzberg

Vaiva Herzberg

Alternatives Capital Formation, Executive Director, Goldman Sachs

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13:00 - 15:00

Get the most out of your AGM

Stephanie Lo, Richard Carpenter
  • Determine and maximize outcomes that matter most
  • Planning and executing interactive AGMs
  • Realize the potential of pre-planning and communications

Facilitators
Stephanie Lo, Director of Investor Relations & Marketing, Clairvest Group
Richard Carpenter, CEO, Bladonmore

A speaker photo for Stephanie Lo

Stephanie Lo

Director, Investor Relations & Marketing, Clairvest Group

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A speaker photo for Richard Carpenter

Richard Carpenter

Chief Executive Officer, Bladonmore

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Networking & Affinity Group Meetups
15:00 - 15:30

Networking Break

15:00 - 15:30

Affinity Group Meetup - Private Credit/Private Debt

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

15:00 - 15:30

Affinity Group Meetup - Venture Capital/Growth Equity

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

Plenary
15:30 - 16:15

What family offices need and are looking for

Lindsay Grider, Stacey Monteiro Leanos, David Hunter, Ryan Ponsford
  • Best approaches for finding and targeting family offices
  • Factors that make your firm and fund well suited for family offices
  • Communications that build relationships
  • Compare relationship-building approaches for single family offices vs multi-family offices
  • Leverage family office operating experience to benefit portfolio companies

Moderator
Lindsay Grider, Global Head of Fundraising and Investor Relations, LLCP

Panelists
Stacey Leanos, Partner, Fundraising and Investor Relations, Glynn Capital
David Hunter, Managing Director and Head of Investor Relations, The Cynosure Group
Ryan Ponsford, Principal, Akili Capita

A speaker photo for Lindsay Grider

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

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A speaker photo for Stacey Monteiro Leanos

Stacey Monteiro Leanos

Partner, Fundraising and Investor Relations, Glynn Capital

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A speaker photo for David  Hunter

David Hunter

Managing Director and Head of Investor Relations, The Cynosure Group

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A speaker photo for Ryan Ponsford

Ryan Ponsford

Principal, Akili Capital

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15:30 - 16:15

Friendraise when you’re not fundraising

Camila Noordeloos, Katherine Vu, Nicole Vernese, Sarah Kulka, Lauren Hubbert
  • Optimize your CRM for strategic and effective relationship building
  • Integrate branding, voice and data across technology platforms
  • Discuss big-firm approaches and meeting those challenges as a smaller firm
  • Leverage creative content, thought leadership and proprietary research on industry perspectives
  • Produce regional and intimate events (beyond your AGM)

Moderator
Camila Noordeloos, General Partner, Grand Ventures

Panelists
Katherine Vu, Head of Investor Relations, Glendon Capital Management
Nicole Vernese Dempter, Managing Director, Investor Relations & Product Development, Crow Holdings
Sarah Kulka, Head of Marketing, Rockpoint
Lauren Hubbert, Head of Investor Solutions, Brookfield Asset Management

A speaker photo for Camila Noordeloos

Camila Noordeloos

General Partner, Grand Ventures

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A speaker photo for Katherine Vu

Katherine Vu

Head of Investor Relations, Glendon Capital Management

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A speaker photo for Nicole Vernese

Nicole Vernese

Managing Director, Investor Relations & Product Development, Crow Holdings Capital

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A speaker photo for Sarah Kulka

Sarah Kulka

Head of Marketing, Rockpoint

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A speaker photo for Lauren  Hubbert

Lauren Hubbert

Head of Investor Solutions, Brookfield Asset Management

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16:20 - 17:10

Technology throughout the LP lifecycle -prospecting, fundraising and customer service

Chris Anderson, Morgan Finnell, Taylor Long, Yair Riemer, Dean Shu
  • Discuss best practices within technologies and workflows
  • What are the available tools and solutions?
  • What data and analytics are you using to report externally or internally

Moderator
Chris Anderson, SVP Operations, Altvia

Panelists
Morgan Finnell, Head of Investor Relations, Evolution Capital Partners
Taylor Long, Vice President, Capital Raising/Investor Relations, SoLA Impact
Yair Riemer, Head of Investor Relations, Upfront Ventures
Dean Shu, CEO and Co-founder, Arphie

A speaker photo for Chris Anderson

Chris Anderson

SVP Operations, Altvia

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A speaker photo for Morgan Finnell

Morgan Finnell

Head of Investor Relations, Evolution Credit Partners

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A speaker photo for Taylor Long

Taylor Long

Vice President, Capital Raising/Investor Relations, SoLa Impact

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A speaker photo for Yair Riemer

Yair Riemer

Head of Investor Relations, Upfront Ventures

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A speaker photo for Dean Shu

Dean Shu

CEO and Co-Founder, Arphie

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17:10 - 18:00

What really matters to investors when you’re not fundraising

Stephanie Bednar, Jefferson Stone, Wyatt Geiger, David Martus, Thomas Terrats
  • Hear investor expectations for their GP relationships
  • Hear best practices for AGMs that educate, engage and resonate
  • How, what and how often they want to hear from you
  • Put your best foot forward through your social media, quarterly reports and more

Moderator
Stephanie Bednar, Principal, Capital Formation Group, H.I.G. Capital

Panelists
Jefferson Stone, Founder and Managing Partner, Barrel Rate Capital
Wyatt Geiger, Principal, Pathway Capital Management
David Martus, Managing Director, Investor Relations, GSSG Solar
Thomas Terrats, CEO & Co-founder, Vessel

 

A speaker photo for Stephanie Bednar

Stephanie Bednar

Principal, Capital Formation Group, H.I.G. Capital

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A speaker photo for Jefferson Stone

Jefferson Stone

Founder and Managing Partner, Barrel Rate Capital

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A speaker photo for Wyatt Geiger

Wyatt Geiger

Principal, Pathway Capital Management

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A speaker photo for David  Martus

David Martus

Managing Director, Investor Relations, GSSG Solar

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A speaker photo for Thomas Terrats

Thomas Terrats

Co-founder & CEO, Vessel

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Reception
18:00 - 19:00

Cocktail Reception

Agenda

Day 2 - Thursday 26th

Breakfast
08:00 - 09:00

Continental breakfast

Pre-conference breakfast meetings | These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelist and audience members.
08:00 - 08:45

The evolution of secondary markets and portfolio finance

Antonia Korduba, Amy Nelson, Ruben Tinajero, Derek Bunting

GP-led secondaries

  • When to use GP-led secondaries
  • Advantages and disadvantages
  • How do you manage process

LP-led

  • How do GP-led secondaries influence processes
  • What about single name secondaries
  • How to work with a broker
  • How do they think about ideal buyer types

Moderator
Antonia Korduba, Principal, Director of Investor Relations, G Squared

Panelists
Amy Nelson, Chief Strategy Officer, Rethink Capital Partners
Ruben Tinajero, Vice President, Fundraising and Investor Relations, Gryphon Investors
Derek Bunting, Managing Director, Head of North America, Arcano Partners

A speaker photo for Antonia Korduba

Antonia Korduba

Principal, Head of Investor Relations, G Squared

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A speaker photo for Amy Nelson

Amy Nelson

Chief Strategy Officer, Rethink Capital Partners

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A speaker photo for Ruben Tinajero

Ruben Tinajero

Vice President, Fundraising & Investor Relations, Gryphon Investors

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A speaker photo for Derek Bunting

Derek Bunting

Managing Director, Arcano Partners

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08:00 - 08:45

Link your IR and marketing functions and responsibilities

Sarah Kulka, Amanda Stewart, Lindsay Mehta, Kenya Williams, Nancy Katz
  • Explore at communication’s role in facilitating deal flow
  • Compare various models and structures set and the best practices for each
  • Discuss IR’s steps and missteps for maintaining PE/VC brand
  • What common and separate metrics matter
  • Identify and communicate with your audiences with IR and communications working in concert

Moderator
Sarah Kulka, Head of Marketing, Rockpoint

Panelists
Amanda Stewart, Global Head of Investor Relations & Fundraising, Alvarez & Marsal Capital
Lindsay Mehta, Director, Investor Relations & Marketing, JMI Equity
Kenya Williams, Managing Director and Real Estate Product Specialist, Oaktree Capital
Nancy Katz, Senior Director, Costanoa Ventures

A speaker photo for Sarah Kulka

Sarah Kulka

Head of Marketing, Rockpoint

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A speaker photo for Amanda  Stewart

Amanda Stewart

Managing Director - Head of Investor Relations, Alvarez & Marsal Capital

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A speaker photo for Lindsay Mehta

Lindsay Mehta

Director, Investor Relations & Marketing, JMI Partners

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A speaker photo for Kenya Williams

Kenya Williams

Managing Director and Real Estate Product Specialist, Oaktree Capital Management L.P.

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A speaker photo for Nancy Katz

Nancy Katz

Senior Director, Costanoa Ventures

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Fundraising Carousel
08:50 - 10:15

Carousel: Fundraising: People, processes, and technology

Brian Anderson, Jeff Mills

A hybrid of the popular roundtable and think tanks formats, groups with share best practices in three areas.  Each table will report back to the whole group the key practices in one category.

Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room.

Brian Anderson, Senior Conference Producer, Private Equity International
Jeff Mills, Partner, Partner, Head of Investor Relations, Madrona

A speaker photo for Brian Anderson

Brian Anderson

Senior Conference Producer, Private Equity International

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A speaker photo for Jeff Mills

Jeff Mills

Partner, Head of Investor Relations, Madrona

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Networking & Affinity Group Meetups
10:15 - 10:45

Networking Break

10:15 - 10:45

Affinity Group Meetup - Emerging Managers (Fund 1-3)

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

10:15 - 10:45

Affinity Group Meetup - Managing Director/Director

We’re providing space for you to connect with participants who are more like you.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

Roundtable Discussions | Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry leaders. Throughout the session, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.
10:45 - 12:15

Tailor your story to multiple investor types

Yoni Riemer, James Brenner
  • Contrast characteristics different investor types
  • Breakdown world view and needs of investor channels
  • Maintain brand integrity while tailoring your story
  • Discuss how nuances influence where and how to reach different constituencies

Facilitator
Yoni Riemer, Managing Director, IR and Corporate Development, Peak Rock Capital
James Brenner, Senior Investor Relations Professional, Triton Partners

A speaker photo for Yoni Riemer

Yoni Riemer

Managing Director, Peak Rock Capital

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A speaker photo for James Brenner

James Brenner

Senior Investor Relations Professional, Triton Partners

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10:45 - 12:15

Communicate with LPs in times of stress

Michelle Klonsky Nemon, Gabby Yang
  • How IR execs can prepare for conversations around negative news with LPs
  • Manage media and headline risk
  • Forge partnership mentalities that endure times of stress
  • Explore the limits of zoom/digital communication

Facilitators
Michelle Klonsky Nemon, Vice President, Investor Relations, Varsity Healthcare Partners
Gabby Yang, VP of Finance and CCO, Red Iron Group

A speaker photo for Michelle Klonsky Nemon

Michelle Klonsky Nemon

Vice President, Investor Relations, Varsity Healthcare Partners

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A speaker photo for Gabby Yang

Gabby Yang

VP of Finance and CCO, Red Iron Group

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10:45 - 12:15

Maximize your team’s function internally to deliver value

Dr. Aaron Funk, Nicole Vernese
  • How do you manage GP expectations internally by communicating effectiveness up
  • What are your key challenges in the IR and marketing roles
  • How do IR teams create ways to add value and stay proactive?

Facilitators
Dr. Aaron Funk, Principal, Reston Equity Group
Nicole Vernese Dempter, Managing Director, Investor Relations & Product Development, Crow Holdings

A speaker photo for Dr. Aaron Funk

Dr. Aaron Funk

Principal, Reston Equity Group

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A speaker photo for Nicole Vernese

Nicole Vernese

Managing Director, Investor Relations & Product Development, Crow Holdings Capital

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Break
12:15 - 13:15

Networking Luncheon

Roundtables
13:15 - 14:00

Manage the process of co-investing

Dana Goldstein, Emily Mason, Amanda Heravi, Ash Jaidev
  • Leveraging co-investing during fundraising
  • Understand the increasing demands from your LP base for co-investment opportunities
  • Creating a co-investment program for the LP and GP
  • How much does it impact your strategy around LP targeting?
  • Make sure economics are aligned

Moderator
Dana Goldstein, Managing Director, Head of Investor Relations, Anthos Capital

Panelists
Emily Mason Larkin, Managing Director, Head of Investor Relations & Fundraising, Cornell Capital
Amanda Heravi, Managing Director, Investor Relations & ESG, Avista Capital Partners
Heather Engel, Senior Vice President, Head of Investor Relations, Juxtapose
Ash Jaidev, Director, Investor Relations, Kohlberg & Company, LLC

A speaker photo for Dana Goldstein

Dana Goldstein

Managing Director, Head of Investor Relations, Anthos Capital

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A speaker photo for Emily Mason

Emily Mason

Head of Investor Relations & Fundraising, Cornell Capital

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A speaker photo for Amanda Heravi

Amanda Heravi

Managing Director, Investor Relations & ESG, Avista Capital Partners

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A speaker photo for Ash Jaidev

Ash Jaidev

Director, Investor Relations, Kohlberg & Company

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13:15 - 14:00

The future of AI: How it is shaping LP relations and communications in the present

Sarah Tomolonius, Andie Taylor, Thomas Buley, Justin Guthrie, Valery Talma
  • Hear use cases that show what can be done today as compared to the future possibilities
  • Discuss internal process vs LP engagement uses
  • Prepare for challenges and opportunities are at hand
  • Know cybersecurity and privacy concerns

Moderator
Sarah Tomolonius, Partner, Head of Investor Relations, M13

Panelist
Andie Taylor, Partner, Investor Relations, Andreessen Horowitz
Thomas Buley, Founder and CEO, Sightglass
Justin Guthrie, Chief Strategy Officer/Chief Financial Officer, Blueflame AI
Valery Talma, Managing Director – Investor Relations and Capital Formation, Jolt Capital

A speaker photo for Sarah Tomolonius

Sarah Tomolonius

Partner, Head of Investor Relations, M13

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A speaker photo for Andie Taylor

Andie Taylor

Partner, Investor Relations, Andreessen Horowitz (a16z)

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A speaker photo for Thomas Buley

Thomas Buley

CEO and Founder, Sightglass

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A speaker photo for Justin Guthrie

Justin Guthrie

Chief Strategy Officer/Chief Financial Officer, BlueFlame AI

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A speaker photo for Valery Talma

Valery Talma

Managing Director, Investor Relations and Capital Formation, Jolt Capital

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Plenary
14:05 - 14:50

Staffing: Team building, development and retention best practices

Mike O'Neill, Betsy Sylvester, Jessica Schmitt, Lauren Goodman, Jeremy M. Ebie
  • Engage and nurture aspiring IR leaders until they have enough experience to be “in the room”
  • Consider team composition and individual backgrounds are important for LPs?
  • Facilitating intra- and cross functional collaboration
  • How do you get the right skills on the team and what are they?

Moderator
Michael O’Neill, Director, Fundraising, NewSpring

Betsy Sylvester, Managing Director, Head of Client Management, Castlelake
Jessica Schmitt, Head of Investor Relations, Waud Capital Partners
Lauren Goodman, Vice President, Capital Formation Operations, Pennybacker Capital
Jeremy Ebie, Founder and Managing Partner, Phoenix Infrastructure Group

A speaker photo for Mike O'Neill

Mike O'Neill

Managing Director, Capital Formation & Investor Relations, Newspring Capital

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A speaker photo for Betsy Sylvester

Betsy Sylvester

Managing Director, Head of Client Management, Castlelake

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A speaker photo for Jessica Schmitt

Jessica Schmitt

Head of Investor Relations, Waud Capital Partners

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A speaker photo for Lauren Goodman

Lauren Goodman

Vice President, Capital Formation Operations, Pennybacker Capital

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A speaker photo for Jeremy M. Ebie

Jeremy M. Ebie

CEO and Co-Founder, Phoenix Infrastructure Group

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Forum Ends
14:50 - 14:50

Forum Ends

2024 speakers

Have a topic you would like to discuss at next year’s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.

Brian Anderson

Senior Conference Producer, Private Equity International

Chris Anderson

SVP Operations, Altvia

Lawrence Aragon

West Coast Bureau Chief & Editor of Venture Capital Journal, PEI Group

Nicole Beauregard

Principal, Private Wealth Marketing, Hamilton Lane

Kate Bechtold

Head of Investor Relations and Communications, Vida Ventures

Stephanie Bednar

Principal, Capital Formation Group, H.I.G. Capital

James Brenner

Senior Investor Relations Professional, Triton Partners

Thomas Buley

CEO and Founder, Sightglass

Derek Bunting

Managing Director, Arcano Partners

Richard Carpenter

Chief Executive Officer, Bladonmore

Andrew Darcovich

Head of Investor Relations and Business Development, Alpha Edison

Jeremy M. Ebie

CEO and Co-Founder, Phoenix Infrastructure Group

Bruce Emken

Senior Vice President, Head of Wealth Management, Pathway Capital Management

Morgan Finnell

Head of Investor Relations, Evolution Credit Partners

Dr. Aaron Funk

Principal, Reston Equity Group

Wyatt Geiger

Principal, Pathway Capital Management

Dana Goldstein

Managing Director, Head of Investor Relations, Anthos Capital

Lauren Goodman

Vice President, Capital Formation Operations, Pennybacker Capital

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

Justin Guthrie

Chief Strategy Officer/Chief Financial Officer, BlueFlame AI

Amanda Heravi

Managing Director, Investor Relations & ESG, Avista Capital Partners

Vaiva Herzberg

Alternatives Capital Formation, Executive Director, Goldman Sachs

Mac Hofeditz

Managing Director, Vector Capital Management

Lauren Hubbert

Head of Investor Solutions, Brookfield Asset Management

David Hunter

Managing Director and Head of Investor Relations, The Cynosure Group

Ash Jaidev

Director, Investor Relations, Kohlberg & Company

Kimberley Kasper

Chief Growth Officer, Strattam Capital

Nancy Katz

Senior Director, Costanoa Ventures

Michelle Klonsky Nemon

Vice President, Investor Relations, Varsity Healthcare Partners

Antonia Korduba

Principal, Head of Investor Relations, G Squared

Mike Krems

Partner, Portfolio Strategies, Aksia

Sarah Kulka

Head of Marketing, Rockpoint

Stephanie Lo

Director, Investor Relations & Marketing, Clairvest Group

Taylor Long

Vice President, Capital Raising/Investor Relations, SoLa Impact

David Martus

Managing Director, Investor Relations, GSSG Solar

Emily Mason

Head of Investor Relations & Fundraising, Cornell Capital

Lindsay Mehta

Director, Investor Relations & Marketing, JMI Partners

Jeff Mills

Partner, Head of Investor Relations, Madrona

Stacey Monteiro Leanos

Partner, Fundraising and Investor Relations, Glynn Capital

Amy Nelson

Chief Strategy Officer, Rethink Capital Partners

Camila Noordeloos

General Partner, Grand Ventures

Mike O'Neill

Managing Director, Capital Formation & Investor Relations, Newspring Capital

Ravali Parsa

Director of Investor Relations, Aurora Capital Partners

Matthew Pedley

Senior Managing Director, Head of Institutional Client Solutions in the Americas, Blackstone

Ryan Ponsford

Principal, Akili Capital

Gingee Prince

Managing Director, Chief Impact Officer, Enhanced Capital

Yair Riemer

Head of Investor Relations, Upfront Ventures

Yoni Riemer

Managing Director, Peak Rock Capital

David Robb

Managing Director, Frontier Group

Kathleen Rochard

Vice President, Investor Relations and Marketing, Serent Capital, Serent Capital

Jessica Schmitt

Head of Investor Relations, Waud Capital Partners

Katie Schoen

Global Head of Investor Relations & Operations Director, Baird Capital

Antonia Schwartz

Head of Investor Relations, Lotus Infrastructure Partners

Tessa Shakon

Vice President, Investor Relations, Ridgemont Equity Partners

Charlotte Shropshire

Head of Investor Relations, Menlo Ventures

Dean Shu

CEO and Co-Founder, Arphie

Amanda Stewart

Managing Director - Head of Investor Relations, Alvarez & Marsal Capital

Jefferson Stone

Founder and Managing Partner, Barrel Rate Capital

Betsy Sylvester

Managing Director, Head of Client Management, Castlelake

Valery Talma

Managing Director, Investor Relations and Capital Formation, Jolt Capital

Andie Taylor

Partner, Investor Relations, Andreessen Horowitz (a16z)

Thomas Terrats

Co-founder & CEO, Vessel

Ruben Tinajero

Vice President, Fundraising & Investor Relations, Gryphon Investors

Sarah Tomolonius

Partner, Head of Investor Relations, M13

Nicole Vernese

Managing Director, Investor Relations & Product Development, Crow Holdings Capital

Katherine Vu

Head of Investor Relations, Glendon Capital Management

Kenya Williams

Managing Director and Real Estate Product Specialist, Oaktree Capital Management L.P.

Gabby Yang

VP of Finance and CCO, Red Iron Group

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.

2024 venue

All 2024 forum sessions took place at the Westin San Diego Bayview.

400 W Broadway
San Diego, CA 92101

2024 advisory board

Dana Goldstein

Managing Director, Head of Investor Relations, Anthos Capital

Lindsay Grider

Global Head of Fundraising and Investor Relations, LLCP

Jeff Mills

Partner, Head of Investor Relations, Madrona

Kathleen Rochard

Vice President, Investor Relations and Marketing, Serent Capital, Serent Capital

Charlotte Shropshire

Head of Investor Relations, Menlo Ventures

Connect with industry leaders

Join the forum to network with an expansive community of investor relations, marketing, and communications professionals from leading private markets and venture capital firms.

Learn how to secure more capital, improve your marketing strategy, and make the most of your communication efforts by conversing with industry experts throughout the event.

Make lasting connections with your peers by participating in:

  • Think tanks
  • Roundtable discussions
  • Networking breaks
  • End-of-the-day reception
  • And more!

Past attendees include...

ACME VC
Audax Group
Aurora Capital
Battery Ventures
Berkshire Partners
Borgman Capital
Brightstar Capital Partners
Campbell Lutyens & Co
CBRE
CIVC Partners
Civicap Partners
Cota Capital
Crow Holdings
Dawn Capital
Denham Capital
FFL Partners
Foundation Capital
General Catalyst
ICV Partners
Khosla Ventures
Kirkland & Ellis
LaSalle Investment Management
Lloyd Jones
LLR Partners
Longitude Capital
NewSpring Capital
Northleaf Capital Partners
Oaktree Capital
Pelion Venture Partners
Strattam Capital
Thomas H. Lee Partners
Tidemark
TPG
Transformation Capital Partners
TriGate Capital
Trive Capital
Trivest Partners
VMG Partners

Build customer engagement strategies to raise capital

In 2023, the Private Equity Customer Engagement Workshop equipped attendees with strategies to identify new sources of capital and build strong relationships with investors.

Through roundtable discussions, we covered a range of topics including:

  • Building your firm’s brand for success
  • Using technology to prospect, attract and retain investors
  • How to produce successful annual general meetings for prospects and investors
  • Creating SEC compliant marketing materials and data visualizations
  • And more…

Why you need to attend

Solidify your brand 

The focused roundtable discussions look to give you the tools needed to create a brand for your fund that investors can trust.

Streamline your tech

Our roundtable facilitators will show you how to leverage new technologies to improve and streamline firm processes.

Simplify your reporting

Learn how to create effective and compliant performance reports.

Roundtable discussions that will improve your strategies

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various customer engagement topics that are important to investor relations, marketing & communications professionals.

Throughout the afternoon, facilitators will rotate tables to ensure all delegates participate in each discussion.

Brand road mapping

  • How to identify investor targets – who are they, and what do they want
  • How to manage multiple stories for multiple investor types
  • Content marketing for private investors

Designing compelling and compliant marketing materials, reports, and data visualizations

  • What makes a piece of marketing collateral in the private investment industry compliant with the SEC Marketing rule?
  • The SEC Marketing rule – undertaking the task of educating your investors on how to read and interpret SEC Marketing rule compliant reports
  • Tools and techniques for data visualization: data collection, analysis, distribution

Using technology to prospect, attract and retain investors

  • CRM best practices to manage investor relationships
  • Using social media platforms and tools to attract, retain, and cultivate new investor relationships
  • Using data to identify new prospects

Executing your next AGM

  • In-person, digital, or hybrid event production strategies? How do you get the right mix of strategies for your AGM?
  • Agenda design and writing
  • Event vendor management and tool selection

Differentiate your firm from the rest

As investors become more selective about who they’re investing in, it’s more important than ever to make sure your firm is standing out in the crowd. The 2023 Forum ensured that attendees had an effective marketing and communications strategy that was backed by a solid brand.

It included engaging panel discussions, interactive think tanks for marketing professionals only, an exclusive keynote discussion, and much more over the two-day forum.

Sessions crucial to your role

Explore some of the marketing and communications discussions presented in 2023.

Crisis communications

Keynote panel: Day 1 | 9:15-10am

We’re excited to have General Catalyst’s Vice President of Brand & Communications, Sue Kwon lead a discussion on how to effectively manage your communication strategies during a crisis.

She’ll take a deep dive into lessons learned from the SVB collapse and how your firm can be proactive in preparing for any potential crises.

Rebrand strategies

Panel discussion: Day 1 | 3:30-4:20pm

It all starts with your brand and who your firm is. This session will dive into when and why you should rebrand and the steps needed to make sure it’s solid from the ground up.

Our panelists will also discuss the most impactful changes internally within your firm as well as externally in the market.

Technology

Panel discussion: Day 1 | 4:25-5:15pm

As technology continues to advance, it’s important to assess how your firm can effectively leverage it to improve your marketing strategies.

This session will discuss how to find where technology can help you and which tools are best suited for your needs.

Customer engagement

Workshop: Day 2

New for this year, the half-day customer engagement workshop will get into the day-to-day work of your full marketing team. Click here for more information.

Marketing professionals offering their expertise

Reach your fundraising goals

With the growing class of non-traditional investors, it can be difficult to find the right investors for your firm. The 2023 Forum helped define your ideal investor persona, improve your relationships with them, create an engaging investor experience, and much more.

This year’s event will include engaging panel discussions, interactive think tanks for IR professionals only, an exclusive keynote discussion, and much more over the two-day forum.

Sessions crucial to your role

Explore some of the investor relations discussions that took place at last year’s Forum.

Leveraging non-traditional investors

Panel discussion: Day 1 | 10:00-10:50am

The class of non-traditional investors is growing and while that is exciting, it’s important to make sure you’re finding the right investor fit for your firm.

This session will discuss how non-traditional investors are impacting the field, how to find the right ones for your firm, and how to tweak your messaging to reach them effectively.

Current trends

Breakout session: Day 1 | 3:30-4:20pm

The fundraising landscape is everchanging and this session will make sure you’re up to date on all of the latest trends. We’ll discuss capital deployment and fundraising strategies, new reporting methods, the competitive market, and more.

Your investor experience

Panel discussion: Day 1 | 11:20am-12:10pm

As private investing becomes more democratized you must keep your investors engaged. We’ll discuss how to create an engaging investor experience, show you what content investors are looking for, and help you leverage your brand to hold an effective AGM.

Private investing politics

Breakout session: Day 1 | 8:00-9:00am

This session will cover the impact the 2024 election may have on private investing, new pressures you’ll face as the industry becomes more democratized, and how you can better prepare your teams for what’s to come.

IR professionals offering their expertise