Driving the evolution of Europe’s private market fundraising

The Investor Relations, Marketing & Communications Forum: Europe takes place in London on 27-28 September 2023.

Join your industry peers to learn about best practices for strengthening your relationships with investors, communicating with prospects, marketing your firm and more. Discover how to differentiate your fund in a crowded market and explore separation strategies between fundraising, business development and client management.

Plus, find solutions to your biggest challenges and discuss industry trends with your peers from leading private market firms during extensive networking opportunities.

What can you expect at the forum?

Event content with value

Explore key strategies, discuss industry trends and carve out your niche by attending panels and participating in the many networking sessions.

Gain exclusive insights

Hear 50+ experts speak about how the holistic private asset landscape affects your fundraising efforts and marketing strategy.

Meet leaders in private markets

Gather with a community of private market professionals to build lasting relationships, discuss best practices and benchmark against competitors.

Key event themes for 2023

  • Keeping the IR function alive in times of distressed markets
  • How to maintain brand consistency and alignment across the firm
  • The benefits of outsourcing placement agents
  • ESG demands, expectations and frameworks
  • Embracing new digital tools and capabilities
  • And more!

2023 speakers

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Browse the 2022 attendees

Connect with IR professionals in private markets

3L Capital
A.P. Moller
Abris Capital
ABS Capital Partners
Actis
Adams Street Partners
Advent International
Alcentra
Alcion Ventures

Testimonials

Antin Infrastructure Partners

Catherine Campbell, Director

The content was top quality and agenda was well-executed.

Mercator

Steven Rothberg, Partner

The panels were all informational and stimulating, and the scale of the event made it manageable, in terms of meeting other attendees.

QIC

Lindsay Scully, Principal

Great event; informative and timely content.

Pre-Event Resources

Be part of industry-leading events for global private equity professionals

Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

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

2023 sponsors


Day 1 Day 2
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Agenda

Day 1 - Wednesday 27th

Pre-conference
08:00 - 08:45

Women-only breakfast

Welcome
08:45 - 08:50

Introduction from PEI

Kitty Watson, Producer, PEI Group

08:50 - 09:00

Chairperson’s welcome address

Danai Musandu

Danai Musandu, Vice President, Investor Relations, HPE Growth

A speaker photo for Danai  Musandu

Danai Musandu

VP Investor Relations, HPE Growth

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Plenary sessions
09:00 - 09:40

Opening keynote: What are the current market trends and the impact on investor relations?

Emily Eban, Keith Driver, Nicole Downer, Daria Litvinova, Corinne Schreiber
  • How to navigate the pressure of ticket size reductions and decreasing pace in fundraising
  • How to exploit the newfound transparency in communication between investors and GPs to deploy capital and make a positive contribution to their returns
  • Exploring the proliferation of the diversification of strategies and products such as secondaries and co-investments

Moderator: Emily Eban,Investor Relations Manager, Moorfield Group
1. Daria Litvinova, Partner, Head of Investor Relations, Vauban Infrastructure Partners
2. Corinne Schreiber, Principal, Investor Relations, Pantheon
3. Nicole Downer, Managing Partner, MV Credit
4. Keith Driver, Executive Director, HRL Morrison & Co

A speaker photo for Emily  Eban

Emily Eban

Investor Relations Manager, Moorfield Group

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A speaker photo for Keith Driver

Keith Driver

Executive Director, HRL Morrison &Co.

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A speaker photo for Nicole Downer

Nicole Downer

Managing Partner, MV Credit

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A speaker photo for Daria Litvinova

Daria Litvinova

Partner, Head of Investor Relations, Vauban Infrastructure Partners

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A speaker photo for Corinne Schreiber

Corinne Schreiber

Principal, Investor Relations, Pantheon

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09:40 - 10:20

What differentiates your fund in a crowded market?

Russell Sherman, Priya Nair, Chloe Lavedrine, Stephan Grillmaier
  • Developing a unique value proposition and articulating this effectively
  • The importance of maintaining brand consistency and alignment across the firm
  • How marketing channels must adapt to the changing fundraising landscape

Moderator: Russell Sherman, Partner, Prosek Partners

Speakers:

  1. Stephan Grillmaier, Head of Investor Relations, Arcus Infrastructure Partners
  2. Chloe Lavedrine, Managing Director, Centerbridge Partners
  3. Priya Nair, Senior Director, abrdn
A speaker photo for Russell Sherman

Russell Sherman

Partner, Prosek Partners

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A speaker photo for Priya  Nair

Priya Nair

Senior Director, abrdn

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A speaker photo for Chloe Lavedrine

Chloe Lavedrine

Managing Director, Centerbridge Partners

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A speaker photo for Stephan  Grillmaier

Stephan Grillmaier

Head of Investor Relations, Arcus Infrastructure Partners

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10:20 - 11:00

What are the necessary building blocks for a successful IR function?

Carmela Mendoza, Gerald Carton, Eleanor Miller, Patrick Raffard
  • Fundraising, business development, client relationship – exploring the separation strategy between the three functions
  • Keeping the IR function alive in times of distressed markets
  • To what extent do GPs understand the value of structured IR function

Moderator: Carmela Mendoza, Senior Reporter, Private Equity International

Speakers:

  1. Eleanor Miller, Investor Relations Principal, Actis
  2. Patrick Raffard, Partner, Head of Business Development, Rivage Investment
  3. Gerald Carton, Partner, Coller Capital
A speaker photo for Carmela Mendoza

Carmela Mendoza

Senior Reporter, PEI

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A speaker photo for Gerald Carton

Gerald Carton

Partner, Investor Relations, Coller Capital

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A speaker photo for Eleanor Miller

Eleanor Miller

Principal, Investor Solutions Group, Actis

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A speaker photo for Patrick  Raffard

Patrick Raffard

Partner, Head of Business Development, Rivage Investment

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Networking
11:00 - 11:30

Networking break

Plenary session
11:30 - 12:00

Keynote Interview: Digital Marketing & Social Media: A Q&A Session on Evolving Business Communication

Danai Musandu, Lucy Hall

Moderator: Danai Musandu, Vice President Investor Relations, HPE Growth

Speaker: Lucy Hall, Founder, Skills of the future ltd

A speaker photo for Danai  Musandu

Danai Musandu

VP Investor Relations, HPE Growth

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A speaker photo for Lucy Hall

Lucy Hall

Founder, Skills of the future

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12:00 - 12:40

Panel debate: Going solo vs. outsourcing agents

Carmela Mendoza, Kristina Kuhnke, Laura West
  • Using regional agents vs global mandates
  • How to measure the value of placement agents against their fees
  • When is it the right time to let go of a placement agency?

Moderator: Carmela Mendoza, Senior Reporter, Private Equity International

Speakers:

For: Laura West, Head of Investor Relations, CBPE Capital
Against: Kristina Kuhnke,
Partner & Head of Investor Relations, RoundShield Partners

A speaker photo for Carmela Mendoza

Carmela Mendoza

Senior Reporter, PEI

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A speaker photo for Kristina Kuhnke

Kristina Kuhnke

Head of Business Development and Investor Relations, RoundShield

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A speaker photo for Laura West

Laura West

Head of Investor Relations, CBPE Capital

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Working groups
12:40 - 13:20

Working group A: Reporting–a one size fits all scenario?

Harriet Rae, Natasha Franks
  • How to have a streamlined process for prospecting and due diligence
  • What are the limitations of ESG reporting?
  • Navigating big data requests and the integrity of data
  1. Harriet Rae, Head of IR and ESG, Pioneer Point Partners
  2. Natasha Franks, Head of Client Reporting, Alpha Associates
A speaker photo for Harriet Rae

Harriet Rae

Head of IR & ESG, Pioneer Point Partners

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A speaker photo for Natasha Franks

Natasha Franks

Head of Client Reporting

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12:40 - 13:20

Working group B: The evolution of virtual relationships and investor communications

Ana Maria Harrison
  • Finding the ideal blend of in-person and virtual communication with investors
  • Comparing AI and data analytics with human insight and personal interactions
  • Dissecting the extra layer outsourcing adds to the relationship management piece

Speaker:

  1. Ana Maria Harrison, Partner, Adam Street Partner
A speaker photo for Ana Maria  Harrison

Ana Maria Harrison

Partner, Investor Relations, Adams Street Partners

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12:40 - 13:20

Working group C: How to successfully build a career in investor relations

Stephen Bradnam, Cameron Grant

Hear from members of the Next Generation in Investor Relations Network.

  • How to stay aware of the rapidly changing requirements of investors
  • How to successfully transition from a junior to a mid-level IR professional

Speakers:
Stephen Bradnam, Investor Relations Officer, LeapFrog Investments
Cameron Grant, Principal, Investor Relations, Glendower Capital

A speaker photo for Stephen Bradnam

Stephen Bradnam

Investor Relations Officer, LeapFrog Investments

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A speaker photo for Cameron Grant

Cameron Grant

Principal, Investor Relations, Glendower Capital

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12:40 - 13:20

Working group D: The evolution of the AGM

Jillian Hazelton, Megan Noelle Chew
  • Content – addressing the changes in investor demands and expectations of the AGM
  • Structure – identifying the optimum style of the meeting; a series of meetings, road trip style and beyond
  • Connections – prioritising exposure at the meeting to the portfolio companies vs the management team

Speakers:

  1. Jillian Hazelton, Head of Marketing & Communications, Bregal Investments
  2. Megan Noelle Chew, Senior Vice President, Eurazeo
A speaker photo for Jillian Hazelton

Jillian Hazelton

Head of Marketing & Communications, Bregal Sagemount

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A speaker photo for Megan Noelle Chew

Megan Noelle Chew

Senior Vice President, Eurazeo

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Lunch
13:20 - 14:30

Lunch and networking break

Functional breakout sessions: Stream A – Investor relations, business development & client services
14:30 - 15:00

How to build the optimum investor relations team

Luke Burdess, Jonathan Aiach, Joe Pigott, Kathryn Pothier
  • Identifying which skill sets are required and prioritised when building an IR team
  • Finding the difference between hiring for business development and for client services
  • Representation in fundraising – why we have more women in the role

Moderator: Luke Burdess, Investor Relations Director, Beechbrook Capital

  1. Jonathan Aiach, Director, Capman
  2. Kathryn Pothier, Investor Relations Partner, Epiris
  3. Joe Pigott, Managing Director, Crestline Investors
A speaker photo for Luke Burdess

Luke Burdess

Investor Relations Director

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A speaker photo for Jonathan  Aiach

Jonathan Aiach

Director Client Solutions & Business Development, CapMan

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A speaker photo for Joe  Pigott

Joe Pigott

Managing Director, Crestline Investors, Inc

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A speaker photo for Kathryn Pothier

Kathryn Pothier

Investor Relations Partner, Epiris LLP

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15:00 - 15:30

Tech tools and where to use them

Guillaume Rouault, James Smallridge
  • The influence of technology on portfolio management, fund operations, deal origination, IR and fundraising
  • Comparing reporting tools, CRM, RFP and marketing systems
  • The effect of increased competition for assets on driving firms to reassess their use of data and technology

Moderator: Guillaume Rouault, EMEA Director – Business Development, Diligence Vault

Speaker:

  1. James Smallridge, Director, Soho Square
A speaker photo for Guillaume  Rouault

Guillaume Rouault

EMEA Director – Business Director, DiligenceVault

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A speaker photo for James Smallridge

James Smallridge

Director, Soho Square Capital

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15:30 - 16:00

A deep dive into client services

Carlota Fernández de León, Sarah Odds, Brad Ross-Williams
  • What is the best practise and how is it positioned within the organisation
  • How the current climate reflects the change in resourcing for the client services function
  • What are the operational challenges within client services within larger organisations?

Moderator: Carlota Fernandez de Leon, Head of Investor Relations, SAIL Ventures

  1. Sarah Odds, Head of Client Services, ATLAS Infrastructure
  2. Brad Ross-Williams, Head of Investor Relations, CSQ UK LLP
A speaker photo for Carlota Fernández de León

Carlota Fernández de León

Head of Investor Relations, SAIL Ventures

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A speaker photo for Sarah  Odds

Sarah Odds

Head of Client Services, ATLAS Infrastructure

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A speaker photo for Brad Ross-Williams

Brad Ross-Williams

Head of Investor Relations, CQS

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Functional breakout sessions: Stream B – Marketing messaging & communications
14:30 - 15:00

How to effectively rebrand

Kimberly Romaine, Lydia Kalia, Claudia Urquiola, Jessica Greenhalgh
  • Reasons why you might rebrand and when this could be appropriate
  • Types of rebrand: name change, visual refresh, new website development etc
  • Developing brand ambassadors and effecting change

Moderator: Kimberly Romaine, Director, Private Equity Communications

  1. Lydia Kalia, Director of Marketing & Communications, Livingbridge
  2. Claudia Urquiola, Head of Marketing & Communications, Nauta Capital
  3. Jessica Greenhalgh, Marketing Communications Lead, Montagu
A speaker photo for Kimberly Romaine

Kimberly Romaine

Director

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A speaker photo for Lydia Kalia

Lydia Kalia

Head of Marketing & Communication, Livingbridge

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A speaker photo for Claudia Urquiola

Claudia Urquiola

Head of Marketing & Communications, Nauta Capital

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A speaker photo for Jessica Greenhalgh

Jessica Greenhalgh

Marketing and Communications Manager

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15:00 - 15:30

How the marketing mix evolves with the democratisation of private assets

Alexandra Prigent, Seda Ambartsumian, Annabel Arrowsmith, Henry Philipson
  • The current mix vs future mix
  • The importance of a customer experience
  • Identifying the changes and developments of the marketing function and the benefits of outsourcing

Speakers:

Moderator: Alexandra Prigent-Labeis, Managing Partner, Accellency 

  1. Seda Ambartsumian, Head of Marketing & Communications, Target Global
  2. Henry Philipson , Marketing & Communications Director, Beringea
  3. Annabel Arrowsmith, Senior Marketing Manager, Private Assets, Schroders Capital
A speaker photo for Alexandra Prigent

Alexandra Prigent

Managing Partner, Accellency

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A speaker photo for Seda Ambartsumian

Seda Ambartsumian

Head of Marketing & Communications, Target Global

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A speaker photo for Annabel Arrowsmith

Annabel Arrowsmith

Senior Marketing Manager, Schroders Capital

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A speaker photo for Henry  Philipson

Henry Philipson

Marketing & Communications Director, Beringea

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15:30 - 16:00

Challenging longstanding behaviours internally and externally

Sophie Littler, Susann Aulbach, Andrew Kenny, Lucia Villamor
  • Highlighting the importance and role of senior buy-in on social media
  • How to ensure your marketing message and communications are not blurred across asset classes
  • Using social media as a way to connect with your target audience

Moderator: Sophie Littler, Specialist Sales Associate Director, Fidelity International

  1. Andrew Kenny, Head of EMEA Corporate Communications, Carlyle
  2. Lucia Villamor, Partner, Investor Relations, Endless LLP
  3. Susann Aulbach, Investor Relations, DN Capital
A speaker photo for Sophie Littler

Sophie Littler

Specialist Sales Associate Director, Fidelity International

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A speaker photo for Susann  Aulbach

Susann Aulbach

Head of Investor Relations, DN Capital

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A speaker photo for Andrew  Kenny

Andrew Kenny

Head of EMEA Corporate Communications, Carlyle

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A speaker photo for Lucia  Villamor

Lucia Villamor

Partner, Investor Relations, Endless LLP

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Networking
16:00 - 16:40

Networking break

Plenary session
16:40 - 17:00

Fireside chat: An expert perspective on the evolution of investor relations

Charlotte O'Leary , Simon Males

Moderator: Charlotte O’Leary, Chief Executive Officer & Director, Pensions For Purpose

Speaker: Simon Males, Executive Director, Tikehau Capital

A speaker photo for Charlotte  O'Leary

Charlotte O'Leary

CEO, Pensions For Purpose

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A speaker photo for Simon Males

Simon Males

Head of UK Institutional Business, Tikehau Capital

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17:00 - 17:45

Off the record - audience roundtable discussion

  • The democratisation of private equity – Seda Ambartsumian, Head of Marketing & Communications, Target Global
  • The role of BCorp in private investments – Henry Philipson, Marketing & Communications Director, Beringea
  • Tapping into new pools of capital and how to access or enter those markets eg. Asia, Middle East etc – Lucia Villamor, Partner, Investor Relations, Endless LLP
  • Private wealth and family offices their role in fundraising specifically in the current market – Susann Aulbach, Investor Relations, DN Capital
  • How to achieve work/life balance in a career in private equity – Kathryn Pothier, Investor Relations Partner, Epiris
Reception
17:45 - 19:00

Networking drinks reception

Agenda

Day 2 - Thursday 28th

Off the record working breakfast sessions
08:15 - 09:15

Networking Breakfast

Welcome
09:15 - 09:20

Chairperson’s Welcome Back Address for the PEI IR, Marketing & Comms Forum

Plenary sessions
09:20 - 10:00

Investor Keynote Panel Discussion: LP requirements under the microscope

Craig McGlashan, Joel Beckman, Emanuel Eftimiu, Nicolas Firzli, Grace Reyes
  • Navigating GP reluctancy to disclose investment information
  • How to navigate the impact of increasing interest rates on your private market portfolio
  • How satisfied are investors with their GP’s ESG performance

Moderator: Craig McGlashan, Editor, PE Hub Europe

Speakers:

  1. Emanuel Eftimiu, Principal, Head of ESG, Alpha Associates
  2. Nicolas Firzli, Director-General, World Pensions Council (WPC)
  3. Grace Reyes, CEO & Founder, The Investment Diversity Exchange (TIDE)
  4. Joel Beckman, Communications Lead, University of Cambridge Investment Management
A speaker photo for Craig McGlashan

Craig McGlashan

Editor, PE Hub Europe

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A speaker photo for Joel Beckman

Joel Beckman

Communications Lead, University of Cambridge Investment Management

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A speaker photo for Emanuel  Eftimiu

Emanuel Eftimiu

Principal, Head of ESG, Alpha Associates

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A speaker photo for Nicolas Firzli

Nicolas Firzli

Director-General, World Pensions Council (WPC)

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A speaker photo for Grace Reyes

Grace Reyes

CEO and Founder , The Investment Diversity Exchange (TIDE)

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10:00 - 10:20

Market update from Private Equity International

Domonique Lemonius
A speaker photo for Domonique  Lemonius

Domonique Lemonius

Research Manager, Funds, Private Debt Investor

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10:20 - 11:00

Fireside chat: An expert perspective on the evolution of marketing & communications in private investment

Jenny Blinch, John Thompson

Speaker: Jenny Blinch, Global Head of Communications, Partners Group
Speaker: John Thompson, Managing Partner, Burway

A speaker photo for Jenny  Blinch

Jenny Blinch

Global Head of Communications, Partners Group

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A speaker photo for John Thompson

John Thompson

Managing Partner, Burway

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Networking
11:00 - 11:30

Networking break

Plenary session
11:30 - 12:10

How to weather the ESG data dilemma

David Thomas, Erika Gucfa, Andrew Harris, Yaw Peprah, Liz Platt
  • Identifying practical measures to deliver meaningful ESG data and reports
  • How automated the ESG data-gathering process is
  • Joining the dots between ESG and DEI

Moderator: David Thomas, Director, GRESB

Speakers:

  1. Andrew Harris, Managing Director, Head of Investor Relations & ESG, Tiger Infrastructure
  2. Erika Gucfa, Managing Director, North Sky Capital
  3. Yaw Peprah, Investor Relations Manager, Goodwell Investments
  4. Liz Platt, Strategy Associate, Climate Investment
A speaker photo for David  Thomas

David Thomas

Director, Infrastructure Engagement, GRESB

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A speaker photo for Erika Gucfa

Erika Gucfa

Managing Director, North Sky Capital

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A speaker photo for Andrew  Harris

Andrew Harris

Managing Director, Head of Investor Relations and ESG, Tiger Infrastructure Partners

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A speaker photo for Yaw Peprah

Yaw Peprah

Investor Relations Manager, Goodwell Investments

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A speaker photo for Liz Platt

Liz Platt

Strategy Associate, Climate Investment

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Think tank sessions
12:10 - 13:10

IR, Marketing & Communications in private equity

Jenny Blinch
A speaker photo for Jenny  Blinch

Jenny Blinch

Global Head of Communications, Partners Group

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12:10 - 13:10

IR, Marketing & Comms in real estate

Jannik de Winter
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Jannik de Winter

Strategy and Business Developemnt Manager, PropTech1 Ventures

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12:10 - 13:10

IR, Marketing & Communications in infrastructure

Mathias Lejeune
A speaker photo for Mathias  Lejeune

Mathias Lejeune

Senior Director , Infrastructure Solutions, CBRE Investment Managements

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12:10 - 13:10

IR, Marketing & Comms in private debt

Alexandra Prigent
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Alexandra Prigent

Managing Partner, Accellency

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Lunch
13:10 - 14:10

Networking lunch

Close of conference
14:10 - 14:10

Close of conference

Connect with Europe's leading industry professionals

The forum is the optimal environment to cultivate lasting and valuable relationships with investor relations, marketing and communications professionals in private markets.

Exchange best practices and discuss solutions to pressing industry challenges with your peers during the forum’s networking sessions and interactive roundtable discussions.

Confirmed attendees

 

Access Europe’s private markets community

Join your peers at the only event in Europe specifically for private market professionals focused on investor relations, marketing, branding and communications.

Discover solutions to your daily pain points

Join interactive roundtable discussions with experts in private markets to brainstorm solutions to the most pressing challenges facing investor relations professionals.

Learn from fellow industry professionals 

Get up to date on the latest marketing trends and discuss best practices for communicating with investors by participating in the forum’s many networking sessions.

Browse the 2022 attendees

Network with your peers from these firms and more...

17Capital
Adams Street Partners
Advent International Corp
Anacap Financial Partners
Antin Infrastructure Partners
Arcmont Asset Management
Arcus Infrastructure Partners
Aztec Group
Bain & Company

Harriet Rae

Head of IR & ESG, Pioneer Point Partners

Harriet is Head of Investor Relations and Sustainability at Pioneer Point Partners, an independent, sustainable infrastructure investment firm. She joined in January 2020 to launch and manage the fundraising of Pioneer’s maiden institutional fund, Pioneer Infrastructure Partners, which successfully closed above its target, at €575m. In addition to managing the ongoing investor relations, Harriet also oversees the ESG function at Pioneer.

Prior to joining Pioneer, Harriet was part of the Institutional Capital team at Foresight Group, where she managed the IR for a number of the company’s bioenergy and infrastructure funds. She also worked at h2glenfern, providing capital market advisory services to both private and public companies, and Abchurch Communications, a financial PR agency.

Harriet holds a BSc degree in Natural Sciences from the University of Durham.

Pioneer Point Partners

Established in 2008, Pioneer is an independent, sustainable infrastructure investment firm. Led by its four founding Managing Partners with over 100 years’ collective experience, Pioneer have grown to become a well-rounded institutional team, supported by industry advisors.
With deep sector specialisation, Pioneer focuses on the energy transition and environment sectors across Europe, where they see fundamental growth opportunities. Pioneer specifically targets the lower mid-market, value-add segment and the team take pride in their ability to consistently identify and source opportunities ahead of others.
Pioneer’s approach to proactive deal origination and active asset management, underpinned by sustainability, helps them to deliver attractive returns to their investors.