Private Equity
International
International
Investor Relations, Marketing & Communications Global Forum Virtual Experience 2021
9 - 10 September 2021,
Available anywhere
The largest global event for PE fundraisers
Private equity investor relations, marketing, and communications professionals have been in newly chartered territory for over 16 months. However, even with the streamlining of online meetings and working from home, there is still a dislocation in the IR and communications space for regional and global PE firms.
The Investor Relations, Marketing and Communications Global Forum taught best practices in LP relations, branding, communications and marketing strategies from worldwide industry experts.
Highlights included:
- Executing AGMs in the new normal: what will in-person, hybrid, and virtual look like?
- Diversity, Equity, and Inclusion: how to walk the talk
- LP relations, deploying capital, and fundraising in EMEA
- Leveraging Asia’s increasing investor presence
- Communicating post-Covid: managing your reputation
- ESG integration: Developing a dialogue with investors
Benefits of attending
Differentiate
your firm
The Forum’s in-depth sessions were designed to help you formulate effective plans and develop crucial strategies to attract investors.
Discuss how to grow your role at your firm
Attendees heard firsthand accounts of how to grow their profile within the PE-VC space, create value internally and understand critical success factors in your career.
Network with your peers
The Forum has established a reputation as the foremost PE and VC IR event, bringing together the best and brightest in the field.
Fireside chat with CalPERS
Marlene Timberlake D’Adamo
Chief Compliance Officer, Interim Chief Diversity & Inclusion Officer
CalPERS
At the fireside chat, Marlene Timberlake D’Adamo explored the state of communication between investors and fund managers and offered insights from the perspective of a leading investor.
This session helped capital raisers understand how to utilize the power of their portfolios to cement relationships and achieve long-term AUM growth.
Keynote speakers
Jennifer Choi discussed ILPA’s Diversity in Action initiative, bringing together LPs and GPs dedicated to advancing the private equity industry in:
- Diversity
- Equity
- Inclusion
Your commitment to taking action to integrate DE&I principles will propel you and your firm forward in a time where these principles are more pertinent than ever before.
Jennifer Choi
Managing Director, Industry Affairs
ILPA
Claire Fraser
Head of Marketing & Communications
Allianz Real Estate
Claire Fraser spoke on communication & interaction and how to maintain integrity and consistency across your marketing messaging.
Topics included:
- How to strengthen your brand and reputation with integrity through what you say as a business
- The ESG example – how to tell an important yet complex story
- The importance of developing your team and speakers to ensure consistency across internal and external communications
- Team set-up – how strong leadership, diversity and other factors play a role in a successful marketing & communications function
2021 speakers included:
The virtual experience
Experience the Forum on our virtual platform!
Watch our guided video for a preview of what you can expect at this year’s virtual conference.
Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 12 months
» Live Q&A, polling and surveys
» And so much more!
2021 attendees included:
What previous attendees are saying
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
Learn, engage and connect online
The Forum’s home experience is a web app that provides you with access to 16+ hours of quality streamed content from more than 60+ industry speakers.
Utilize our app to sit in on sessions, breakouts, and even schedule 1-to-1 meetings with hundreds of PE investor relations, marketing and communications professionals.
Watch our video guide for a preview of what you can expect!
Simply join the event online and enjoy from the comfort of your own home
Attend from anywhere
Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.
You also get:
- Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
- Automated reminders
- Live polling and surveys
- Customizable breakout sessions
- On-demand playback gives you access to select sessions for up to 12 months
Mingle with other attendees during our designated networking hours or schedule your own private meetings
Expand your network
Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge.
Take advantage of these benefits:
- Attendee and Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
- Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
- Virtual Meet-ups: Schedule multi-person or one on one video conferences for informal type meetups, allowing you to connect and talk about topics of interest at anytime throughout the event.
Meet with the country’s leading solution providers in our virtual tradeshow
Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers.
Our features include:
- Virtual tradeshow: See what solutions exhibitors and sponsors to help you better serve your employees and your members.
- Automated reminders
- Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.
Frequently asked questions
When are conference sessions and events?
The virtual conference will take place on:
Thursday, September 9: 9:30am EST – 5:00pm ET
Friday, September 10: 9:30am EST – 3:00pm ET
Where can I find the updated schedule of events?
You can view our latest agenda.
How do I access sessions?
A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. To learn more about this platform, please view our “How it works” page.
What is included in the ticket price?
Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of each session.
Are the sessions recorded?
Yes. All registered attendees will have access to all recorded sessions for up to 12 months the event ends. Even if you miss a “live” session, you can watch and re-watch anything that you need!
Will the pricing change?
We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.
What if I already purchased a ticket at the in-person rate?
A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.
What about my hotel reservation?
Please contact the hotel directly regarding your room reservation.
Additional questions?
Please feel free to contact us directly at regny@peimedia.com.
2021 Speakers included:
The event has now ended. Scroll down to browse through the IR, marketing and communications experts who spoke at the Forum. Interested in speaking at the Forum next year? Please contact Melissa Baer at melissa.b@peimedia.com.
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Mary Catherine Manin
Managing Director and Head of Marketing & Investor Relations, Stone Point Capital
2020 Advisory board
Built with PE & VC IR and Marketing/Communications professionals
We source insights from our distinguished line-up of advisors representing a broad variety of private equity and venture capital firms to make sure our agenda addresses the topics integral to modern investor relations and communications.
2021 Agenda
The event has now ended. Scroll down to browse through the sessions that occurred at the Forum.
*Please Note: All session times listed are in Eastern Time (EDT)
View agenda page
Agenda
Day 1 - Thursday, September 9th - Thursday 9th
Global opening remarks
09:00 - 09:10
Global forum welcome and opening remarks
Firechat chat
09:05 - 09:55
Fireside Chat: Speaking the LP language—insights to improve your positioning and pitching
Drake Paulson
With every LP touchpoint an opportunity to build trust, relationships and a potential future commitment, the fundraising lifecycle is anything but linear and “always-on.” But LP preferences are changing, and fundraisers are facing increasing competition and full re-up calendars. Making sure messaging and positioning is compelling, transparent and differentiated has never been more important.
This session will explore the state of LP/GP communication and offer insights from the perspectives of a leading investor to help capital raisers understand how they can utilize the power of their portfolio to cement relationships and long-term AUM growth.
Moderator:
Drake Paulson, Director, Nasdaq Private Fund Solutions
Panelist:
Michael St. Germain, Vice President, Segal Marco
Plenary sessions
09:55 - 10:30
The transformation of IR and what the future holds
Jason Jerista,
Nicole Adrien,
Charles Bauer,
Sam Bendix,
Paige Brotherton,
Thomas Franco
- How Investor Relations has evolved over the past 18 months
- Emerging opportunities that have surfaced
- How the industry has thrived amid uncertainty
- Developing new relationships without face-to-face meetings
- Performing due diligence in an unprecedented environment
- How to embrace and leverage the new normal
- Building back confidence with investors
- New processes for actively fundraising and sourcing deals in the era of Covid
Moderator:
Jason Jerista, Managing Director, Investor Relations, LLR
Panelists:
Nicole Adrien, Chief Product Officer and Global Head of Client Relations, Oaktree Capital Management
Charles Bauer, Partner, EnCap Investments
Sam Bendix, Managing Director, Investor Relations, Landmark Properties
Paige Brotherton, Partner, Investor Relations, Coller Capital
Thomas Franco, Partner, Clayton, Dubilier & Rice
10:40 - 11:25
Top trends for effective IR marketing & communication
John Thompson,
Jenny Blinch,
Tom Eckersley,
Fiona Evans
- Creating a consistent and transparent message
- Online networking
- Differentiating your brand message in a competitive market
- Enhancing LP interaction
Moderator:
John Thompson, Global Communications Director, Actis
Panelists:
Jenny Blinch, Global Head of Communications, Partners Group
Tom Eckersley, Head of Marketing, Hg
Fiona Evans, Head of Marketing, ECI
11:25 - 12:10
IR communication after Covid: beyond crisis management
Nadia Damouni,
Mary Armstrong,
Melissa Greenberg,
Cheryl Krauss
- What are a firm’s communication responsibilities in an unprecedented year?
- How to prevent overcommunication and information overload
- What opportunities have risen from the past year?
- Embracing and implementing new technology
Moderator:
Nadia Damouni, Managing Director, Prosek Partners
Panelists:
Mary Armstrong, Senior Vice President, Global Head of Marketing and Communication, General Atlantic
Melissa Greenberg, Head of Investor Relations, North Peak Capital Management
Cheryl Krauss, Chief Communications Officer, Barings
12:10 - 12:55
AGMs in the new normal: What will in-person, hybrid, and virtual meetings look like?
Karen Bommart,
Catherine Hornaday,
Matthew Malone,
Alexis Maskell
- Tips to prepare you for your annual meeting season
- Logistics and best practices amid precautions and restrictions
- Investor expectations
- Virtual vs. hybrid vs. in-person meetings: how to drive attendance
- Where to allocate resources
- IR and Communications team collaboration
Moderator:
Karen Bommart, Head of Investor Relations, Battery
Panelists:
Catherine Hornaday, Vice President, StepStone Group
Matthew Malone, Partner, Privcap
Alexis Maskell, Partner, Global Head of Investor Relations, BC Partners
Keynote address
12:55 - 13:30
A conversation with ILPA’s Managing Director, Jennifer Choi: Best practices for incorporating DE&I into your role and organization
Jennifer Choi
Presenter:
Jennifer Choi, Managing Director, Industry Affairs, ILPA
Plenary sessions
13:30 - 14:15
ESG integration & stakeholder expectations: Developing the dialogue with investors
Jordan Stutts,
Christine Anderson,
David Korngold,
Stacie Selinger ,
John Thompson
- Keeping pace with investor expectation
- Incorporating ESG into your narrative
- ESG-related disclosures
- Harnessing the evolution of social issues
- Has COVID-19 accelerated the prominence of ESG?
- Avoiding greenwashing
Moderator:
Jordan Stutts, Senior Reporter, New Private Markets
Panelists:
Christine Anderson, Global Head of External Relations, Blackstone
David Korngold, Director, BSR
Stacie Selinger, Managing Director, Head of Investor Relations, GCM Grosvenor
John Thompson, Global Communications Director, Actis
14:15 - 15:00
The new age of marketing and communications: Lessons we were forced to learn
Eliot Hodges,
Katie Fasken,
Irene Hong Edwards,
Stacey Monteiro Leanos,
Kristin Williamson
- Articulating your capital deployment strategy to investors
- Investor communication in a remote environment
- Alternative streams of marketing your brand
- Trends in LP appetite: allocations during the pandemic and beyond
- Messaging during a crisis recovery
- Forming virtual relationships
Moderator:
Eliot Hodges, Chief Executive Officer, Anduin
Panelists:
Katie Fasken, Managing Director, Slate Asset Management
Irene Hong Edwards, Principal, Head of Investor Relations, Lovell Minnick Partners
Stacey Monteiro Leanos, Director of Investor Relations, ACME
Kristin Williamson, Managing Director, Head of Corporate Marketing & Communications, Hamilton Lane
15:00 - 15:45
Optimizing your digital strategy: embracing change
Joe Scannell,
Devin Banerjee,
Lindsay DeLarme,
Kristy DelMuto
- Embracing new technologies and subscription models
- Conveying your message via social media
- Compliance considerations
- Utilizing podcasts and webinars
- Website dos and don’ts
Moderator:
Joe Scannell, Senior Vice President, Head of Digital Communication, Prosek Partners
Panelists:
Devin Banerjee, Editor at Large, LinkedIn
Lindsay DeLarme, Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management
Kristy DelMuto, Vice President, Strategic Marketing, LLR Partners
Lindsay DeLarme
Managing Director, Head of Corporate Communications & Branding, Oaktree Capital Management, L.P.
Read bio
15:45 - 16:30
LP insight: Aligning and maintaining successful relationships
Fraser Van Rensburg,
Gina Lee Peyton,
Joshua Segel,
Christable Yau
- Understanding investor expectations
- Investor appetite and allocation in 2020/2021
- Communication dos and don’ts
- Messaging fundamentals
- Differentiating and tailoring your message
Moderator:
Fraser Van Rensburg, Managing Partner, Asante
Panelists:
Gina Lee Peyton, Head of Capital Fundraising & Partner, Castlelake
Joshua Segel, Director, Allianz
Christable Yau, Partner, StepStone Group
16:30 - 17:10
Strengthening and differentiating your fundraising strategy
Chip Duggins,
John Ide,
Lisa Lee,
Roseita Monteiro
- Positioning your investment strategy and tailoring your messaging
- Adapting to current environments and pivoting your fundraising strategy
- Online fundraising tips
- LP communication throughout a pandemic
- Differentiating your firm when fundraising
- Forecasting challenges in 2022 and beyond
Moderator:
Chip Duggins, Director, Lazard Private Capital Advisory
Panelists:
John Ide, Managing Director, Star Mountain Capital
Lisa Lee, Managing Director, Business Development, Providence Equity
Roseita Monteiro, Director, Business Development and Investor Relations, Private Equity and Debt, Manulife Investment Management
17:20 - 17:55
Fireside chat with CalPERS’ Chief Diversity, Equity, and Inclusion Officer, Marlene Timberlake D’Adamo
Marlene Timberlake D’Adamo,
Sarah Pringle
End of Day 1 of Conference
18:00 - 18:00
Please join us for Day 2 of the conference beginning at 9:00 am EDT
Agenda
Day 2 - Friday, September 10th - Friday 10th
Morning keynote
09:00 - 09:40
Fireside chat with CalPERS’ Chief Diversity, Equity, and Inclusion Officer, Marlene Timberlake D’Adamo *Previously aired September 9
Marlene Timberlake D’Adamo,
Sarah Pringle
Think Tanks: Please join us for interactive, and in-depth conversations facilitated by our speakers and industry leaders.
09:40 - 10:25
Advanced IR: Best practices from industry leaders
Michael Bane,
Selena Baxa,
Reyno Norval
*This is an expert-level session and recommended for experienced IR professionals.
Facilitators:
Michael Bane, Head of US Investor Relations, Ardian
Selena Baxa, Principal, Client Relations, IFC Asset Management Company
Reyno Norval, Managing Director, Asante
09:40 - 10:25
Emerging IR: Taking your career to the next level
Kristin DePlatchett,
Taylor Lawrence,
Deepa Patil Madhani
*This session is recommended for those in the beginning stages of their IR career or looking to take their position to the next level.
Facilitators:
Kristin DePlatchett, Partner, Head of Investor Relations, Trilantic North America
Taylor Lawrence, Managing Director, Everstone
Deepa Patil Madhani, Head of Investor Relations, One Rock Capital
Plenary sessions
10:25 - 11:10
Diversifying your investor base
Warren Hibbert,
Robert Klein,
Taylor Lawrence,
Bassirou Niang
- How to secure funding from international investors
- Working with a placement agent
- Positioning innovative investment strategies
- New strategies for finding foreign and domestic LPs
- Working with global teams
- Alternative processes of active fundraising
Moderator:
Warren Hibbert, Managing Partner, Asante
Panelists:
Robert Klein, Partner, Redbird Capital Partners
Taylor Lawrence, Managing Director, Everstone
Bassirou Niang, Fundraising and Investor Relations, DPI
11:10 - 11:55
Video for LP Communications: Opportunities and Challenges
David Snow,
Judy Chambers,
Cathleen Ellsworth
Presentation by David Snow, Partner, Privcap
Following session interview:
Moderator:
David Snow, Partner, Privcap
Panelists:
Judy Chambers, Managing Principal, Private Markets Consultant, Meketa
Cathleen Ellsworth, Partner, Lindsay Goldberg
11:55 - 12:40
The role of IR inside the GP organization: Managing expectations
Tracy Harris,
Selena Baxa,
Karen Bommart,
Amber Hilkene
- Communication factors to consider when working with a remote team
- Guiding your portfolio team through the pandemic and beyond
- Keeping the company narrative consistent inside your organization
- Working with internal teams: communicating changes and initiatives
- Disclosing bad news
Moderator:
Tracy Harris, Partner – Investor Relations & Product Strategy, Siris
Panelists:
Selena Baxa, Principal Investment Officer, Client Relations, IFC Asset Management Company
Karen Bommart, Head of Investor Relations, Battery
Amber Hilkene, Partner, Head of Investor Relations & Communication, AnaCap
01:00 - 13:00
End of Conference
Partner with us
The Forum offered a unique opportunity for organizations to raise their profile by meeting with private equity & venture capital investor relations, marketing and communications professionals across two days of sessions.
For exclusive sponsorship packages for 2021, contact Tyler Mitchell at tyler.m@peimedia.com or call +1 646 795 3279.
View agenda page
Agenda
Day 1 - Thursday 9th - Thursday 9th
Time zone in UTC+8 (Hong Kong/Singapore)
15:50 - 16:00
APAC welcome and opening remarks
04:00 - 04:45
APAC Spotlight: Cross-border fundraising activity and strategies
David Kimis,
Saloni Jhaveri,
Debbi Sutuntivorakoon,
Taehyun Yum,
Sarah Zhang
- The growth of in-house fundraising teams
- Investor communications strategies during Covid
- Inbound and outbound capital raising
- Tailoring investment strategies to LPs
- Approaches for working with placement agents
Moderator:
David Kimis, Private Fund Advisory Group, Lazard
Panelists:
Saloni Jhaveri, Head – Investor Relations and Partnerships, NIIF
Debbi Sutuntivorakoon, Principal, Axiom Asia Private Capital
Taehyun Yum, Principal, HarbourVest
Sarah Zhang, Principal, Client and Partner Group, KKR Asia
View agenda page
Agenda
Day 1 - Thursday 9th - Thursday 9th
Time zone in UTC+1 (London)
12:00 - 12:10
EMEA welcome and opening remarks
12:10 - 13:00
EMEA Spotlight: Navigating barriers, maintaining relationships, deploying capital
Anamica Broetz,
Gerald Carton,
Chris Davison,
Giada De Mattia,
Nicole Downer,
Chloe Lavedrine
- Developing LP relationships
- Securing and growing foreign capital
- Rethinking your investor base due to Brexit
- Tailoring your investment strategy
- Solutions to key issues and regulations when marketing a fund
- Maneuvering the complexities of AIFMD
Moderator:
Anamica Broetz, Head of Coverage & IR, DWS Private Equity
Panelists:
Gerald Carton, Partner, Coller Capital
Chris Davison, Head of Investor Relations – Partner, Permira
Giada De Mattia, Partner, StepStone Europe
Nicole Downer, Managing Partner, MV Credit
Chloe Lavedrine, Managing Director, Centerbridge Partners
13:00 - 14:00
Fireside chat
Tess Pula,
Claire Fraser
Moderator:
Tess Pula, Executive – Sustainability, Macquarie Asset Management
Panelist:
Claire Fraser, Head of Marketing & Communications, Allianz Real Estate
