Investor Relations, Marketing & Communications Forum 2020 | PEI Media | 2 September 2020 | Convene, Virtual Event

In its fifteenth year, the Forum brings together the most active private equity IR, marketing and communications professionals to focus on best practices in LP relations, branding, and marketing strategies in the current market. The Forum is a unique opportunity to learn from the heavy hitters in the industry and help you position yourself in your career as an IR and marketing professional.

Regulations impacting investor communication, greater competition for capital and greater LP requests have all created increasing challenges for the IR and marketing professional. Through the Forum’s unique panel discussions, keynote interviews and hours of networking opportunities, attendees will debate strategies and discover new ways to differentiate their firms.

2020 Speakers

Marilyn Adler
Managing Partner, Mizzen Capital

Nicole Adrien
Chief Product Officer and Global Head of Client Relations, Oaktree Capital

Christine Anderson
Senior Managing Director, Global Head of Public Affairs and Marketing, Blackstone

Mary Armstrong
Senior Vice President, Global Head of Marketing and Communications, General Atlantic

Devin Banerjee
Senior Editor, Financial Services, LinkedIn

Charles Bauer
Partner, Head of Investor Relations, EnCap Investments

Gina Bauman
Senior Vice President of Marketing and Investor Relations, IVP

Stephanie Bednar
Vice President, Marketing and Investor Relations, Gryphon Investors

Karen Bommart
Head of Investor Relations, Battery Ventures

Caitlin Brodie
Managing Director, The Carlyle Group

Erik Cafarella
Partner, Nebrodi Partners

Renee Calabro
Executive Vice President, Head of Capital Markets Communications, Edelman

Tracy Chadwell
Founding Partner, 1843 Capital

Matthew Coad
Principal, Investor Relations, Victory Park Capital

Kerrie Cohen
Head of Communications, Americas, Warburg Pincus

Allison Cole
Managing Director, Head of Fundraising and Investor Relations, Lightyear Capital

Michael Dalton
Managing Director, Quantum Energy Partners

Michelle Daubar
Partner, Investor Relations and Communications, Oak HC/FT

Kristy DelMuto
Vice President, Strategic Marketing, LLR Partners

Irene Hong Edwards
Principal, Head of Investor Relations, Lovell Minnick Partners

Michael Elio
Partner, StepStone Group

Cathleen Ellsworth
Managing Director, BlackRock

Graeme Faulds
Director of Private Equity Solutions, eVestment

Thomas Franco
Partner, Clayton, Dubilier & Rice

Mike Geller
Partner, Prosek Partners

Patricia Grad
Senior Managing Director, Head of Investor Relations, Arsenal Capital Partners

Ryan Green
Director, Business Development, Abbott Capital

Lindsay Grider
Head of Investor Relations, Tailwater Capital

Priscilla Guevara
Head of Investor Relations, Science Ventures

Tracy Harris
Partner, Investor Relations and Product Strategy, Siris Capital

Brett Hickey
Chief Executive Officer, Star Mountain Capital

Michael Hong
Partner, Davis Polk and Wardwell LLP

Archie Hunter
Director, Landmark Partners

Franny Jones
Managing Director, Investor Relations, The Sterling Group

Kimberly Kile
General Partner, ABS Capital Partners

John Kim
Managing Director, Investor Relations, General Catalyst

Alexandra Lebenthal
Senior Advisor, Empire Global Ventures

Daniel Lee
Head of Fundraising and Investor Relations, North America, 17Capital

Lisa M. Lee
Managing Director, Business Development, Providence Equity Partners

Ari Levine
Director of Communications, Unigrains

Elizabeth Medb Lewis
Senior Engagement Officer, International Finance Corporation (IFC)

David Lippin
Managing Director and Head of Investor Relations, One Equity Partners

Megan Lundy
Managing Director, Audax Group

Ken MacFadyen
Senior Vice President, Head of Content Development, BackBay Communications

Shant Mardirossian
Partner, Chief Operating Officer, Kohlberg & Company

Kate McGann
Vice President, Public Relations, Hamilton Lane

Emily Melchior
Managing Director, Head of Investor Relations and Chief of Staff, Searchlight Capital Partners

Roseita Monteiro
Director, Business Development and Investor Relations, Manulife Investment Management Private Equity and Credit

Katie Moore
Managing Director, Hamilton Lane

Christen Paras
Director, Head of Business Development and Investor Relations, MiddleGround Capital

Bijal Patel
Director, Investor Development Group, Actis

Allan Petersen
Managing Director, Investor Relations, Nautic Partners

Gina Lee Peyton
Partner, Head of Capital Formation, Castlelake

Kathleen Richmond
Director of Marketing, Serent Capital

Jim Rutherfurd
Partner, Investor Relations, Pine Brook

Alixe Ryan
Director, Investor Relations, Denham Capital

Maggie Littlefield Sahlman
Head of Investor Relations, Charlesbank Capital Partners

Alexander Samuelson
Global Head of Media Relations, Neuberger Berman

Emily Schillinger
Vice President of Public Affairs, American Investment Council

Caroline Schimmelbusch
Director, Capital Development, Europe, Bregal Investments

Gary Sernovitz
Managing Director, Lime Rock Partners

Meghan Slentz
Head of Partner Relations and Marketing, Pritzker Private Capital

Sarah Smith
Principal, Limited Partner Services, Advent International

John Thompson
Global Communications Director, Actis

Andrew Tirbeni
Vice President Fundraising, West Coast Distribution, TPG Global

Charles van Horne
Senior Advisor, Abbott Capital Management, LLC.

Rick Walsh
Partner and Head of Investor Relations, Court Square Capital Partners

Amy Weisman
Managing Director, Sterling Investment Partners

Andrea Williams
Head of Corporate Communications and Branding, Oaktree Capital

Kristin Williamson
Principal, Head of Corporate Marketing and Communications, Hamilton Lane

Dan Winters
Head of Americas, GRESB

Dodson Worthington
Principal, Churchill Asset Management

Joanne Yoo
Managing Director, Development Partners International (DPI)

Stephen Ziff
Partner, Co-Head of Investor Relations and Fundraising, Coller Capital

2020 Sponsors

LEAD SPONSORS:
• Davis Polk
• EVESTMENT

SPONSORS:
• BACKBAY
• CONCISE
• Edelman
• PROSEK

SUPPORTING ASSOCIATION:
• ALTERNATIVE CREDIT COUNCIL
• CVCA
• EMPEA
• GRESB
• ilpa
• niri
• PEWIN

MEDIA PARTNERS:
• Buyouts
• PE Hub
• Ventre Capital Journal