Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Private Equity
International
International
Investor Relations, Marketing & Communications Forum New York 2025
26 - 27 March 2025,
Convene, 360 Madison Avenue, New York
Navigating industry changes, trends, and new opportunities
The Investor Relations, Marketing & Communications Forum explores best practices of fundraising, LP relations, branding, communications, and marketing strategies within the private market sector.
Over two days, the largest community of IR and marketing leaders in private equity will gather to discuss the biggest pain points impacting their roles and shared new strategies for overcoming them.
With a rich history spanning 20 years, this is the must-attend event for IR, marketing, and communications professionals in private equity.
Why you need to attend
Connect & collaborate
Forge valuable connections with your peers through interactive roundtable discussions, engaging panel sessions, and extensive networking opportunities.
Stay informed
Excel in your role and drive success for your firm as you discuss current trends, engage in problem-solving discussions, and uncover actionable takeaways.
Elevate your team
With specific sessions focused on IR, marketing, and communications, your full team will return to the office with an extensive playbook of new strategies.
Who attends the leading events for IR professionals?
Agenda highlights
For the last 20 years, the forum has established a reputation for keeping its attendees on top of emerging trends and challenges. Through engaging panels, interactive think tanks, working groups, and keynote discussions, attendees will learn how to:
- Understand trends in fund terms to firm up your LP base
- Diversify your funding base globally with retail and HNW channels
- Attract new investors by leveraging technology
- Manage strategies for telling your story to different investor types
- Strengthen your internal collaboration skills for maximum impact
Experts leading the discussion
What our attendees say about the forum
Kristy DelMuto
LLR Partners
This is the only event for connecting with marketing peers in the private equity industry and I’ve made excellent, year-round contacts from it.
Kelsey Clute
HCI Equity Partners
PEI’s IR and Marketing/Communications Forum is the only conference I have found for the marketing/communications professional specifically within private…
Michelle Ball
HKW, Inc.
I have attended a lot of conferences in my career and this was by far the best conference I have ever attended. Practically every panel left me wanting even mor…
Pre-Event Resources
Be part of industry-leading events for global private equity professionals
Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.
2024 Sponsors
Supporting Association
Experts leading the discussion
Andrew J. Campbell
Partner, Investment Committee Member & Investor Relationships, DC Capital Partners, LLC
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Roseita Monteiro
Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
Advisory board
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Connect with fundraising and communications experts
Grow your network by connecting with an expansive community of investor relations, marketing, and communications professionals within private markets and venture capital.
Form lasting and valuable relationships with industry leaders by participating in meaningful discussions throughout the networking-focused agenda.
Networking opportunities
Breakfast meetings and think tanks
Discuss critical issues and exchange insight about curated topics with your peers at the day-one breakfast meetings and invitation-only day-two pre-conference think tanks.
Networking breaks and lunches
Converse with your peers to form lasting connections and discuss solutions to shared challenges during the many designated networking breaks between panels and at lunch.
Interactive workshops
Guided by experts and thought leaders, the working group sessions combine panels with roundtable discussions to spark peer-to-peer engagement around big-picture challenges.
Browse the attendee list
Connect with IR, marketing, and communications professionals
See what attendees said about the forum in 2022
Testimonials
“The event was a fantastic opportunity to meet like-minded individuals, with whom we could share ideas, in an open and safe forum, and learn from each other.”
“Great to hear the perspective of colleagues, share experiences, and learn more about the current landscape and emerging trends.”
“A great conference to meet like-minded peers to discuss the intricacies of investor relations and marketing inside private equity.”
Hotel & venue
Convene
117 W 46th St
New York, NY 10036
We’ve reserved a room block for attendees at The Muse Hotel which is across the street from Convene. Use the link below to secure a hotel reservation.
Covering the topics most important to you
Have a topic you would like to discuss at this year’s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.
View agenda page
Agenda
Day 1 - Wednesday 26th
Registration – Continental Breakfast
08:05 - 08:55
Registration and Breakfast
Pre-conference breakfast meetings
08:05 - 08:55
Breakfast Meeting A: Investor Relations Career Development
- Becoming competent through and rank skills needed
- Breaking through the glass ceiling or parallel opportunities
- What is the hiring environment
- Different needs of senior level vs junior level for growth
08:05 - 08:55
Breakfast Meeting B: Marketing Career Development
- Becoming competent through and rank skills needed
- Breaking through the glass ceiling or parallel opportunities
- What is the hiring environment
- Different needs of senior level vs junior level for growth
Opening remarks & chair welcome
09:00 - 09:15
Opening remarks & chair welcome
Plenary
09:15 - 10:00
Keynote
Plenary
10:05 - 10:55
Leverage new and emerging technologies to foster investor relations
- Building technology solutions vs leveraging technology software
- Hear what tools are available and how (well) they work
- Discuss best practices within technologies and workflows
- Consider AI’s limitations and opportunities
Networking break
10:55 - 11:25
Affinity Group Meetups
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., similar AUMs, the same asset class, the same department size, etc). These meetups are for open networking and will not be facilitated.
Panels
11:25 - 12:15
Emerging sources of funding: Family offices and multi-family offices
Emily Mason
- US vs global challenges and opportunities
- Contrast workable approaches for attracting and keeping family office vs multi-family offices
- Cater to consultants to maximize return on investment
Panelists:
Emily Mason, Managing Director, Head of Investor Relations & Fundraising, Cornell Capital
11:25 - 00:15
Creative IR and marketing: What’s new and different
- Innovative strategies for communications -formats, including video
- What forums and channels are effective
- Change over time to use zoom or pre-recording collateral
- Using video to tell your story
- Augmenting your pitchbook
Luncheon
12:15 - 13:15
Affinity Group Meetups
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., similar AUMs, the same asset class, the same department size, etc). These meetups are for open networking and will not be facilitated. Affinity Group Meetup
Fundraising Think Tank Sessions
13:15 - 14:15
Think Tank A: Communication strategies to develop and protect your relationships
- Communication dos and don’ts
- Messaging fundamentals
- Crisis messaging
- Utilizing new technology and subscription models
- • How tech and data can evaluate and monitor your LP relationships
13:15 - 14:15
Think Tank B: Side letters negotiations and LP requests
- What terms in side letters are new in past 12 months
- What are LPs asking for
- At what point should IR be in the conversation
- Positioning the offer and working in concert with other functions
13:15 - 14:10
Affinity Group Meetups
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, similar AUMs, the same asset class, the same department size, etc). These meetups are for open networking and will not be facilitated.
Panels
14:15 - 15:05
AI: Present use cases and possibilities
- Precautions that address threats to privacy and security
- Leverage opportunities for your team
- Diligence tools
- Role of AI in background research
14:15 - 15:05
Build and Develop your team
Andrew J. Campbell,
Kathryn Pothier
- Compare Inhouse vs agency implications
- Implications for building and managing your team if you are a one hub or regional ops firm
- Partnering with C-suite for buy-in to value of marketing and IR
- Finding the intersection of IR and marketing teams and how collaboration works and doesn’t work
Panelists:
- Andrew Campbell, Partner, DC Capital Partners
- Kathryn Pothier, Partner, Investor Relations, Epiris
14:15 - 15:05
Rise of semi-liquid vehicles in private markets
Networking break
15:05 - 15:35
Speaker Office Hours
During Speaker Office Hours meetups, speakers and other participants will meetup to continue the conversations for particularly popular sessions. The sessions that will be supplemented in these meetups are TBD. These sessions will not be facilitated
Panels
15:35 - 16:25
Working cross-functionally: Win allies and collaborate with sales legal, investing and compliance
15:35 - 16:25
Storytelling that is authentic and compelling
- What is the right approach for your firm
- What rings true with disparate constituencies
- Importance of tailoring message length and channel(s) used based on audience
- Best-in-class though leadership: Owned content and digital in storytelling
15:35 - 16:25
Expanding and enhancing the due diligence experience during fundraising
- Use marketing skillsets to translate and position information and incremental materials to LPs
- Marketing and IR collaboration
- How to manage expectations internally how to
- Address trends in LP expectations for fundraising
- Changing pre-marketing prep and what is standard in your data room
Plenary
16:25 - 17:15
LP Panel: Ongoing communications with investors
Michael Felman
- Manage relationships in a slower exit environment
- Keeping investors interested between fundraises
- When and how to communicate differently with LPACs
- Reporting expectations vs. exasperation: how often and what are you reporting
- How ILPA’s template may change reporting
Michael Felman, President and CEO, MSF Capital Advisors
Reception
17:15 - 18:15
20th Anniversary Gala
Agenda
Day 2 - Wednesday 27th
Continental breakfast
08:00 - 08:55
Breakfast of Champions
All participants will share one issue they faced, their solution and the outcome. This lively session is sure to be an event favorite.
Plenary
09:00 - 09:05
Opening Remarks
09:05 - 09:50
Keynote
09:50 - 10:40
Objective-driven AGMs: Design your program with priorities in mind
- Discuss various objectives of AGMs and tactics for achieving them
- Examine how program facets (content, speakers, activities, etc.) are conducive to AGM objectives
- What pre- and post-AGM communications work
- What activities generate the highest/lowest levels of engagement
- What infrastructure and technologies (layout, venue, timing, apps etc) work and don’t work for LPs
Networking break
10:40 - 11:10
Speaker Office Hour Meetups
During Speaker Office Hours meetups, speakers and other participants will meetup to continue the conversations for particularly popular sessions. The sessions that will be supplemented in these meetups are TBD. These sessions will not be facilitated.
Panels
11:10 - 12:00
Crisis communications and issues management
- Countering and leveraging influence of social media
- Organize with an emphasis on immediacy
- Cyber risk management and planning tabletops that are specialized and apart from routine crisis communication
- Scenario and contingency planning based on most relevant situations for firm or portfolio companies
- Proactive and reactive strategies for ESG and DEI
11:10 - 12:00
Vet, select and manage placement agents
Christina Anzel
- How much to give and what work to assign
- How to coordinate your collaboration
- When do you come in and how do you reference them
- Look at benefits or working with or without them
- Have a strategy What specific areas do different placement agents have access to
Christina Anzel, Director, Client Team, Generation IM
11:10 - 12:00
Leverage growth areas: Private banks & RIAs
- US vs global challenges and opportunities
- Form a presence in this area and how to play it based on fund size and brand
- RIA space -why custody reporting and other priorities are important
- In wealth management in RIA space is a huge PE
- What factors weigh in on whether to put all chips on one RiA manager vs diversifying
- How to pitch differently
- Scalability: What structure are you using to bring them in and how to service them
Luncheon
12:00 - 13:00
Affinity Group Meetup
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, similar AUMs, the same asset class, the same department size, etc). These meetups are for open networking and will not be facilitated.
Panels
13:00 - 13:50
Navigating the backlash and regional nuances to ESG and DEI
- Look at the growing movement toward Responsible Innovation
- Navigating LP relationships when you invest in controversial industries
- Conveying the financial advantages of DEI and ESG
- Tailor your messaging without compromising your integrity
13:00 - 13:50
Strategies that resonate with institutional investors in a slow exit environment
Roseita Monteiro
- Evolution and growth of the secondary market
- Speak to alignment of interests and inherent conflicts
- Deliver value when performance isn’t strong
- What rights do LPs have in the continuation vehicle process
- Challenges that LPs face and how GPs can mitigate them
- Roseita Monteiro, Principal Investor Relations, Coller Capital
- Kareen Laton, Managing Director, Head of Investor Relations, NovaQuest Capital Management
Roseita Monteiro
Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
Read bio
13:00 - 13:50
Differentiate your brand for fundraising and recruiting
Plenary
13:55 - 14:45
Messaging matters: Technologies and providers that deliver
- Look into which technologies best deliver and amplify your message
- Cost benefit analysis
- Security concerns
- Implementation
- What is a common mistake made by GPs in incorporating tech into their strategy
Make essential connections
Over two days, attendees will build up their book of contacts while discussing solutions to shared challenges with an expansive community.
Sessions promoting collaboration
Breakfast meetings and think tanks
Cover critical issues and exchange solutions on curated topics with your peers at our breakfast meetings and GP-only think tanks.
Networking breaks
Catch up with your peers to build your network and discuss session takeaways during the many designated networking breaks.
Carousel session
New for 2024! Following our popular roundtable format, the carousel session has two tables sharing best practices in different areas. Each table will then report their findings back to the wider group.
Participants at a glance
“This event is wonderful for networking with professionals who have similar roles doing a mix of investor relations, business development, marketing and communications.”
Kate Gallego, Operations Manager, CIVC Partners
“The event was well organized and a good combination of some high level, interesting speakers and great networking opportunities amongst the companies attending. I really enjoyed the time to connect with my peers.”
Tracie Kelly, Director of Marketing, Excellere Partners
Thanks for your interest
Thank you for your interest in this year’s Investor Relations, Marketing & Communications Forum.
Your requested resource will be sent to the email address you provided.
Explore our event website to learn more about the 20th anniversary forum, and be sure to secure your place when you’re ready.
We hope to see you in New York City in March.