Investor Relations
and Fundraising ForumSan Diego 2024

Maximize your fundraising potential

Attract and retain
investors at the mustattend event for IRprofessionals.

Differentiate your firmand stand out in acompetitive market.

Hear peer-to-peer
guidance andLP perspectives
in collaborativesessions.

Keynote
Matthew Pedley, Sr. Managing Director, Head of Institutional Client Solutions in the Americas, Blackstone

Speakers
Kathy Altenhoff, Vice President, Investor Relations
Lawrence Aragon, West Coast Bureau Chief, PEI
Nicole Beauregard, Principal, Private Wealth Marketing, Hamilton LaneKate Bechtold, Senior Director, Investor Relations, Vida Ventures
James Brenner, Senior Investor Relations Professional, Triton Partners
Thomas Buley, Founder and CEO, Sightglass
Derek Bunting, Managing Director, Head of North America, Arcano Partners
Richard Carpenter, CEO, Bladonmore
Rushana Cypert, Vice President, Investor Relations, The CapStreet Group
Andrew Darcovich, Head of Investor Relations and Business Development, Alpha Edison
Nicole Vernese Dempter, Managing Director, IR & Product Development, Crow Holdings
Jeremy Ebie, Founder and Managing Partner, Phoenix Infrastructure Group
Bruce Emken, Head of Wealth Management, Pathway Wealth Management
Heather Engel, Senior Vice President, Head of Investor Relations, Juxtapose
Morgan Finnell, Director, Investor Relations, Evolution Capital Partners
Dr. Aaron Funk, Principal, Reston Equity Group
Wyatt Geiger, Principal, Pathway Capital Management
Dana Goldstein, Managing Director, Head of Investor Relations, Anthos Capital
Lauren Goodman, Vice President, Capital Formation Operations, Pennybacker Capital
Lindsay Grider, Global Head of Fundraising and Investor Relations, LLCP
Amanda Heravi, Managing Director, Investor Relations & ESG, Avista Capital Partners
Mac Hofeditz, Managing Director, Head of Marketing and Investor Relations, Vector Capital
Lauren Hubbert, SVP, IR; Head of Investor Solutions, Brookfield Asset Management
David Hunter, Managing Director and Head of Investor Relations, The Cynosure GroupAsh Jaidev, Director, Investor Relations, Kohlberg & Company
Kimberley Kasper, Chief Growth Officer, Strattam Capital
Nancy Katz, Senior Director, Costanoa Ventures
Antonia Korduba, Principal, Director Investor Relations, G Squared
Mike Krems, Partner Portfolio Strategy, Aksia
Sarah Kulka, Head of Marketing, Rockpoint
Amrita Mainthia, VP, Investor Relations, General Catalyst
David Martus, Managing Director, Investor Relations, GSSG Solar
Emily Mason, Managing Director, Head of IR & Fundraising, Cornell Capital
Stacey Leanos, Director of Investor Relations, ACME Capital
Stephanie Lo, Director, Investor Relations & Marketing, Clairvest Group
Taylor Long, Vice President, Capital Raising/Investor Relations, SoLA Impact
Lindsay Mehta, Director, Investor Relations & Marketing, JMI Equity
Kate Mermelstein, Director, Investor Relations & Fundraising, Top Tier Capital Partners
Amy Nelson, Chief Strategy Officer, Rethink Capital Partners
Michelle Klonsky Nemon, Vice President, Investor Relations, Varsity Healthcare Partners
Camila Noordeloos, General Partner, Grand Ventures
For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

Michael O’Neill, Director, Fundraising, NewSpring
Rishi Pabari, Head of Investor Relations, ICON Infrastructure
Ravali Parsa, Director, Investor Relations, Aurora CapitalGingee Prince, Chief Impact Officer, Enhanced Capital
Yoni Riemer, Managing Director, IR and Corporate Development, Peak Rock CapitalDavid Robb, Managing Director, Frontier Group
Jessica Schmitt, Head of Investor Relations, Waud Capital Partners
Katherine Schoen, Global Head of Investor Relations & Operations, Robert W. Baird & Co
Antonia Schwartz, Head of Investor Relations, Lotus Partners
Tessa Shakon, VP, Investor Relations, Ridgemont Equity Partners
Dean Shu, CEO and Co-founder, Arphie
Amanda Stewart, Global Head of Investor Relations & Fundraising, Alvarez & Marsal Capital
Jefferson Stone, Founder and Managing Partner, Barrel Rate Capital
Betsy Sylvester, Managing Director, Head of Client Management, Castlelake
Valery Talma, Managing Director - Investor Relations and Capital Formation, Jolt Capital
Andie Taylor, Partner, Investor Relations, Andreessen Horowitz
Ruben Tinajero, Vice President, Fundraising and Investor Relations, Gryphon Investors
Sarah Tomolonius, Partner, Head of Investor Relations, M13
Katherine Vu, Head of Investor Relations, Glendon Capital Management
Kenya Williams, Managing Director and Real Estate Product Specialist, Oaktree CapitalJemma Wolfe, Global Head of Commercial Strategy, Alternatives Capital Formation, Goldman Sachs

AgendaDay 1:

September 25, 2024

8:00

Registration – continental breakfast

8:00

Pre-conference breakfast meetings
These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute
panel discussion to set the stage and will be followed by a 30-minute interactive Q&A session between thepanelists and audience members.

Expand your funding base internationally

Speed networking• Weigh the pros, cons and how-tos of using placement
agents• Comply with nuanced regulatory challenges and rule sets
• How do you cover the globe, where do you show up andhow often• International marketing: what are the challenges ofmarketing a non-US fund to US investors

In this session, participants will expand their network bymeeting many peers. This session is ideal for junior-level IRleaders.

Moderator
Gingee Prince, Chief Impact Officer, Enhanced Capital
For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

Panelists• Ravali Parsa, Director, Investor Relations, Aurora Capital• Andrew Darcovich, Head of Investor Relations andBusiness Development, Alpha Edison• Mac Hofeditz, Managing Director, Head of Marketing andInvestor Relations, Vector Capital• Amrita Mainthia, VP, Investor Relations, General Catalyst

8:50

Opening remarks & chair’s welcome

09:05

Keynote fireside chat
Propel fundraising by aligning your funds and disparate investor types•••••

Pinpoint what types of investments work with various investor types
Position your fund and a nuanced positioning of your fund with investor types and their interests
Work with clients to determine which products are the most relevant for themManage multiple strategies simultaneously
Importance of timely and transparent communication

Moderator
Lawrence Aragon, West Coast Bureau Chief, PEI
KeynoteMatthew Pedley, Sr. Managing Director, Head of Institutional Client Solutions in the Americas, Blackstone

9:50

What really matters to investors when you’re fundraising••••

What makes managers stand out during the vetting process
Hear prioritization drivers of investors for choosing new managers
Dos and don’ts during negotiations to optimize friendraising
What are the red flags and green light signals you’re giving

Panelists• Mike Krems, Partner Portfolio Strategy, Aksia• David Robb, Managing Director, Frontier Group• David Martus, Managing Director, Investor Relations, GSSG Solar

10:40

Networking coffee break

11:10

Think tank sessions (GP only)
For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in theroom.

Think tank A
Score with HNW investors: Addressing their needs
and wants•

Customize messaging and approach to HNW
investor’s needs and evolve yourcommunications• Is your firm and back office suited for individual
investors includingo Tailored platform and technology
o Resources in place before they’re needed• Present the right information in the right way toeducate HNWs
• Advantages of going after HNW investors
directly or through RIAs
Facilitators• Katie Schoen, Global Head of Investor Relations &Operations, Robert W. Baird & Co
• Bruce Emken, Head of Wealth Management, Pathway
Wealth Management

12:00

Networking luncheon

1:00

Roundtable discussions

Think tank BPaths to investors’ doorsteps: Talk the talk and walk the walk
• Different approaches that work for disparate channels• What information should you know about investors as you develop
your relationships• Blocking and tackling best practices• Hear examples of effective communications pre and post meetings
Facilitators• Kathy Altenhoff, Vice President, Investor Relations

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry leaders.
Throughout the session, facilitators will rotate tables to ensure all delegates participate in each roundtablediscussion.

Brand awareness and integrity when fundraising• Stand out in a competitive market• Create and convey a consistent and transparent message• What is your true north and how do you convey that genuinely• How to cut through the noise with a clear differentiating narrative
Facilitators• Nicole Beauregard, Principal, Private Wealth Marketing, Hamilton Lane
• Kimberley Kasper, Chief Growth Officer, Strattam CapitalBest practices for your LPAC and other LP interactions• Best or common practices for interactions• Have the hard conversations, votes, contentious issues• Discuss logistics, frequency, timeline, and fostering an LP’s desire to attend• Coordinate LPACs across multiple active funds
For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

Facilitators• Tessa Shakon, VP, Investor Relations, Ridgemont Equity Partners

Build and sustain credibility with investors• Find the balance between transparency and TMI• Determine what, when, and how to communicate in difficult situations• How to respond when investors want too much
Facilitators• Antonia Schwartz, Head of Investor Relations, Lotus Partners• Jemma Wolfe, Global Head of Commercial Strategy, Alternatives Capital Formation, Goldman Sachs

Get the most out of your AGM• Determine and maximize outcomes that matter most
• Planning and executing interactive AGMs
• Realize the potential of pre-planning and communications
Facilitators• Stephanie Lo, Director of Investor Relations & Marketing, Clairvest Group• Richard Carpenter, CEO, Bladonmore

3:00
3:30

Networking break
What family offices need and are looking forFriendraise when you’re not fundraising••••••

Best approaches for finding and targeting familyoffices
Factors that make your firm and fund well suitedfor family offices
Communications that build relationships
Compare relationship-building approaches for
single family offices vs multi-family offices
Leverage family office operating experience tobenefit portfolio companies

Moderator
Lindsay Grider, Global Head of Fundraising andInvestor Relations, LLCP
Panelists• Stacey Leanos, Director of Investor Relations,
ACME Capital• David Hunter, Managing Director and Head ofInvestor Relations, The Cynosure Group• Ryan Ponsford, Principal, Akili Capital••••Optimize your CRM for strategic and effective
relationship building
Integrate branding, voice and data acrosstechnology platforms
Discuss big-firm approaches and meeting thosechallenges as a smaller firm
Leverage creative content, thought leadershipand proprietary research on industry
perspectives
Produce regional and intimate events (beyondyour AGM)

Moderator
Camila Noordeloos, General Partner, Grand Ventures
Panelists• Rishi Pabari, Head of Investor Relations, ICONInfrastructure• Katherine Vu, Head of Investor Relations,Glendon Capital Management• Kate Bechtold, Senior Director, Investor
Relations, Vida Ventures

For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

•4:20Rushana Cypert, Vice President, Investor
Relations, The CapStreet Group

Technology throughout the LP lifecycle -prospecting, fundraising and customer service••••Discuss best practices within CRM systems, DDQs/RFPs, ODDs, data rooms
What are the available tools and solutions
What information should you be tracking in your CRM?
What data and analytics are important?

Panelists• Morgan Finnell, Director, Investor Relations, Evolution Capital Partners• Taylor Long, Vice President, Capital Raising/Investor Relations, SoLA Impact• Yair Riemer, Head of Investor Relations, Upfront Ventures• Dean Shu, CEO and Co-founder, Arphie

5:10

What really matters to investors when you’re not fundraising••••

Hear investor expectations for their GP relationships
Hear best practices for AGMs that educate, engage and resonate
How, what and how often they want to hear from you
Put your best foot forward through your social media, quarterly reports and morePanelists• Jefferson Stone, Founder and Managing Partner, Barrel Rate Capital• Wyatt Geiger, Principal, Pathway Capital Management• David Martus, Managing Director, Investor Relations, GSSG Solar

6:00

Cocktail reception

Day 2:

September 26, 2024

8:00

Continental breakfast

8:00

Pre-conference breakfast meetings
These meetings will be more interactive than traditional panel discussions. They will start with a 15-minute panel
discussion to set the stage and will be followed by a 30-minute interactive Q&A session between the panelist andaudience members.

The evolution of secondary markets and portfolio
finance• GP-ledo When to use GP-led secondaries
o Advantages and disadvantageso How do you manage process• LP-led

Link your IR and marketing functions and responsibilities• Explore at communication’s' role in facilitating deal flow
• Compare various models and structures set and the bestpractices for each• Discuss IR’s steps and missteps for maintaining PE/VC brand• What common and separate metrics matter

For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

o How do they influence process
o How to work with a brokero How do they think about ideal buyer types

Moderator
Sarah Kulka, Head of Marketing, Rockpoint

Panelists• Amy Nelson, Chief Strategy Officer, Rethink CapitalPartners• Ruben Tinajero, Vice President, Fundraising andInvestor Relations, Gryphon Investors• Derek Bunting, Managing Director, Head of North
America, Arcano Partners

8:50

Panelists• Amanda Stewart, Global Head of Investor Relations &Fundraising, Alvarez & Marsal Capital• Lindsay Mehta, Director, Investor Relations & Marketing, JMI
Equity• Kenya Williams, Managing Director and Real Estate ProductSpecialist, Oaktree CapitalFundraising carousel (GP only)
A hybrid of the popular roundtable and think tanks formats, groups with share best practices in threeareas. Each table will report back to the whole group the key practices in one category. Join your peers forcandid discussions in a closed-door setting, with no media, vendors, or service providers in the room.

PeopleProcesses

10:15

Networking break

10:45

Roundtable discussions

Technology

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry leaders.
Throughout the session, facilitators will rotate tables to ensure all delegates participate in each roundtablediscussion.

Tailor your story to multiple investor types• Contrast characteristics different investor types• Breakdown world view and needs of investor channels• Maintain brand integrity while tailoring your story• Discuss how nuances influence where and how to reach different constituencies
Facilitators• Yoni Riemer, Managing Director, IR and Corporate Development, Peak Rock Capital• James Brenner, Senior Investor Relations Professional, Triton Partners

Communicate with LPs in times of stress• How IR execs can prepare for conversations around negative news with LPs
For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd• Manage media and headline risk
• Forge partnership mentalities that endure times of stress• Explore the limits of zoom/digital communication
Facilitators• Lauren Hubbert, SVP, Investor Relations; Head of Investor Solutions, Investor Relations; Head of Investor
Solutions, Brookfield Asset Management• Michelle Klonsky Nemon, Vice President, Investor Relations, Varsity Healthcare Partners

Maximize your team’s function internally to deliver value• How do you manage GP expectations internally by communicating effectiveness up• What are your key challenges in the IR role and• How do IR teams create ways to add value and stay proactive?
Facilitators• Dr. Aaron Funk, Principal, Reston Equity Group• Nicole Vernese Dempter, Managing Director, Investor Relations & Product Development, Crow Holdings

12:15

1:15

Networking luncheon

The future of AI: How it is shaping LP relations
and communications in the present

Manage the process of co-investing
••
•
•
•

Leveraging co-investing during fundraising
Understanding the increasing demands from yourLP base for co-investment opportunities
Creating a co-investment program for the LP andGP
How much does it impact your strategy around LPtargeting?
Make sure economics are alignedModerator
Dana Goldstein, Managing Director, Head of Investor
Relations, Anthos Capital
Panelists• Emily Mason, Managing Director, Head of Investor
Relations & Fundraising, Cornell Capital• Amanda Heravi, Managing Director, Investor
Relations & ESG, Avista Capital Partners• Heather Engel, Senior Vice President, Head ofInvestor Relations, Juxtapose• Ash Jaidev, Director, Investor Relations, Kohlberg &Company••••

Hear use cases that show what can be done today
as compared to the future possibilities
Discuss internal process vs LP engagement uses
Prepare for challenges and opportunities
Know cybersecurity and privacy concerns

Moderator
Sarah Tomolonius, Partner, Head of Investor Relations,
M13Panelists• Andie Taylor, Partner, Investor Relations,
Andreessen Horowitz• Thomas Buley, Founder and CEO, Sightglass• Valery Talma, Managing Director - Investor Relations
and Capital Formation, Jolt Capital

For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd

2:05

Staffing: Team building, development and retention best practices• Engage and nurture aspiring IR leaders until they have enough experience to be “in the room”• Consider team composition and individual backgrounds are important for LPs?
• Facilitating intra- and cross functional collaboration• How do you get the right skills on the team and what are they?
Moderator
Michael O’Neill, Director, Fundraising, NewSpring
Panelists• Betsy Sylvester, Managing Director, Head of Client Management, Castlelake• Nancy Katz, Senior Director, Costanoa Ventures• Jessica Schmitt, Head of Investor Relations, Waud Capital Partners• Lauren Goodman, Vice President, Capital Formation Operations, Pennybacker Capital• Jeremy Ebie, Founder and Managing Partner, Phoenix Infrastructure Group

2:50

Forum ends

For program information:
Brian Anderson

For sponsorship opportunities:
Jimmy Kurtovic

For registration queries:
Customer Services

brian.a@pei.groupjimmy.k@pei.group

customerservice@pei.groupprivateequityinternational.com/irsd