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?
2024 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 in 2024 learned 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.
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