Stephanie is the Director of Investor Relations & Marketing at Clairvest. She joined Clairvest in 2020 and is responsible for investor relations, fundraising and marketing. Prior to joining Clairvest in 2020, Stephanie worked in KPMG’s Corporate Finance group where she focused on M&A transactions across various industries. Stephanie began her career at KPMG in the Consumer & Industrial Markets audit practice. Stephanie earned her Honours Business Administration (with distinction) from the Richard Ivey School of Business at Western University and is a qualified Chartered Professional Accountant.

Mr. Emken joined Pathway Capital in 2023 and is a senior vice president and head of wealth management. He leads the firm’s efforts to partner with wealth management firms across the United States. He is responsible for helping firms access all the various resources and high-quality private market solutions Pathway makes available to our client base. These services and solutions range from creating highly customized solutions to commingled offerings that enable clients to access a select group of managers that are traditionally oversubscribed and generally not available to wealth firms.

Engage with networking sessions, thought leadership, and more to build lasting relationships and meet your business goals. Sponsorship gives you:

Jolt Capital invests in European technology companies on the cusp of global growth and transforms value, triggers inflection points & accelerates realizations for each portfolio company by:

It included engaging panel discussions, interactive think tanks for marketing professionals only, an exclusive keynote discussion, and much more over the two-day forum.

The term “Red Iron” refers to structural steel, symbolizing the foundation for building high-integrity, durable structures that stand the test of time, like the companies we invest in.

BlueFlame publicly launched in October of 2023 and works with over 30 well known alternative investment managers (mostly private equity, private credit, and hedge funds), such as Charlesbank and Lightyear Capital, who cumulatively represent north of $100 billion of assets under management. Built by former cybersecurity, compliance, and privacy professionals, BlueFlame is uniquely positioned to solve the largest headwinds on AI adoption in financial services. Learn more at blueflame.ai.

Vida Ventures, LLC (“Vida”) is a next-generation life sciences investment firm founded by scientists, physicians, entrepreneurs and investors, who are passionate about building and funding breakthroughs in biomedicine. Vida’s mission is to bring science to life and advance transformative biomedical innovations that have the potential to make a meaningful difference for patients. Vida currently has approximately $1.8 billion of capital commitment from blue-chip institutional investors, including top-tier endowments and foundations, sovereign wealth funds, pensions, financial institutions, family offices, fund-of-funds, and high net worth individuals. Vida has offices in Los Angeles, Boston and Fort Worth and is focused on identifying groundbreaking science and building innovative companies that lead to new areas of drug discovery and development.

Improve your strategy by hearing from market leaders about best practices and trends in fundraising, investor relations, branding, communications, marketing, and more.

Andrew leads Investor Relations & Capital Markets at Alpha Edison where he led the recent closing of their third fund. Prior to joining AE, he was a Vice President at Anthos Capital, a venture and growth equity firm based in Los Angeles, where he helped lead Investor Relations and Business Development and raised over $1.5B for their fifth fund. Andrew began his career at Goldman Sachs in New York on the Prime Services Sales team before trading credit within the Securities Division. He then expanded the Alternative Capital Solutions team within Investment Banking where he focused on capital raising and investing into various equity and credit products. Andrew graduated as Valedictorian from the Sauder School of Business at the University of British Columbia and was a member of the varsity football team.

In 2009, he was detached to the Middle East and went on to lead prominent investment banking teams and operations, for HSBC as Head of Investment Banking in Saudi Arabia and for Gulf Bank in Kuwait, as Deputy General Manager in charge of Corporate Banking Products.

He relocated to Silicon Valley in 2018, where he developed an expertise in Fintech and investment management, as a VC investor and CEO of a quantitative investment company that launched 4 ETFs listed on the Nasdaq and raised over USD300m. In 2022, he became a partner, President and Chief Revenue Officer at QueensField AI Technologies, an AI-driven quantitative investment management Fintech, where he developed relationships with US institutional asset managers.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class,  number of funds, and job title). These meetups are for open networking and will not be facilitated.

With the growing class of non-traditional investors, it can be difficult to find the right investors for your firm. The 2023 Forum helped define your ideal investor persona, improve your relationships with them, create an engaging investor experience, and much more.

Stephanie Bednar is a Principal in the Capital Formation Group at H.I.G. Capital where she focuses on investor relations efforts across the firm’s existing funds and Limited Partner relationships. Prior to joining H.I.G., Stephanie was a Director at Gryphon Investors where she of was responsible for investor relations and marketing across the firm’s private equity and debt funds. Before joining the private equity industry, Stephanie worked with boutique management consulting firm The Trium Group focused on organizational challenges related to team effectiveness, strategy, leadership and culture and worked with the executive teams of notable clients such as AXA Financial, Cisco, Gap, Genentech, Lehman Brothers, Merck, and Nokia among others, before leading marketing and business development for the firm. She earned her B.A. in English from Fordham University.

Kathleen holds an M.S. in Technology Commercialization from the McCombs School of Business at the University of Texas, Austin and a B.A. in Biological Anthropology from the University of California, San Diego.

Arphie empowers forward-thinking IR teams to focus on the highest-impact work. Arphie uses AI to write a high-quality first draft to DDQs and RFPs in minutes, intelligently drawing from prior questionnaire responses, fund documents, and firm policies. Arphie also streamlines the end-to-end response process with built-in intelligent workflows for collaboration and review.

Facilitators Tessa Shakon, VP, Investor Relations, Ridgemont Equity Partners Kathleen Rochard, Vice President, Investor Relations and Marketing, Serent Capital

Antonia Schwartz is a Managing Director and Head of Investor Relations of Lotus Infrastructure Partners with responsibility for our fundraising and ongoing investor communication efforts. Prior to Lotus, Ms. Schwartz held comparable roles at the Private Equity investment firms, Waud Capital Partners, LLC in Chicago and Bregal Investments in New York as well as at the Infrastructure investment firm, Alinda Capital Partners, LLC in Greenwich, CT. She began her career in the commercial and investment bank at Citigroup, Inc.

Jeff joined Madrona this year as Partner and Head of Investor Relations. Jeff is responsible for leading and scaling Madrona’s fundraising and Investor Relations capabilities.

We evaluate potential opportunities based on the following key criteria in order to reduce downside risk, optimize financial flexibility and maximize exit opportunities for the investments:

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Michelle Klonsky Nemon joined Varsity Healthcare Partners as a Vice President of Investor Relations in 2023. Prior to joining Varsity, Ms. Klonsky Nemon was a Vice President of Investor Relations at Crescent Capital Group, a private credit firm focused on below investment grade debt. Ms. Klonsky Nemon began her career as a Marketing Associate at Twin Haven Capital Group. She graduated from the University of California, Santa Barbara with a BA and received an MBA from the Marshall School of Business at the University of Southern California.

Founded in 2005, Avista Capital Partners is a private equity firm headquartered in New York City with over $8 billion invested in more than 45 growth-oriented healthcare businesses globally. Avista exclusively focuses on making investments in middle-market healthcare product and technology companies.

Lauren Hubbert is a Senior Vice President in Brookfield’s Global Client Group. In this role, she leads investor solutions for the group’s private funds. Previously, she also served as Chief of Staff to the Vice Chair of Brookfield Asset Management.

Derek Bunting is a Managing Director and Head of North America for Arcano Partners. He focuses on providing liquidity solutions to the private markets via secondary transactions, including both GP-led and LP-based solutions. Prior to joining Arcano in 2010, he was an analyst at Bank of America Merrill Lynch. Derek received his Bachelor’s degree in International Business from Northeastern University. He is a CFA charter holder.

Goldman Sachs Asset Management is the primary investing area within Goldman Sachs, delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives and multi-asset solutions. Goldman Sachs oversees more than $2.8 trillion in assets under supervision as of December 31, 2023.

Andie graduated with a degree in human biology from Stanford University and was an All-American on the Stanford women’s varsity swim team. Andie also holds a master’s degree in global health from the London School of Economics and Political Science. Outside of work, Andie spends time running, cycling, and swimming (much more slowly than she once did). Andie grew up outside Seattle, but after living in the Bay Area for over a decade she now considers herself a Californian, having little tolerance for temperatures below 50°F.

In this session, participants will expand their network by meeting many peers.  This session is ideal for junior-level IR leaders.

This year’s event will include engaging panel discussions, interactive think tanks for IR professionals only, an exclusive keynote discussion, and much more over the two-day forum.

Panelists Katherine Vu, Head of Investor Relations, Glendon Capital Management Nicole Vernese Dempter, Managing Director, Investor Relations & Product Development, Crow Holdings Sarah Kulka, Head of Marketing, Rockpoint Lauren Hubbert, Head of Investor Solutions, Brookfield Asset Management

Dana Goldstein brings over 15 years of experience in building and leading investor relations and fundraising teams. She currently leads investor relations for Anthos Capital, a growth- and venture-stage investment firm based in Santa Monica, California. Before this, she spent five years with Levine Leichtman Capital Partners (LLCP), a middle-market private equity firm, where she managed fundraising, investor relations, public relations and limited partner co-investment activities. Prior to that, Dana spent seven years with Avenue Capital, based in New York, in various investor relations and business development roles for the firm’s global distressed debt and special situations funds. She previously worked at Morgan Stanley as a member of the Equity Research team and began her career at Bear, Stearns & Co., both in New York. Dana received a B.S.B.A., magna cum laude, in Finance from Washington University’s Olin School of Business. She currently lives in Los Angeles with her three children, two dogs, and one cat, and enjoys running, horseback riding, and volunteering with animal rescue and environmental causes.

Ravali Parsa joined Aurora Capital Partners in 2021. Previously, she was at Fifth Wall Ventures in Los Angeles and Pantheon Ventures in New York. She started her career in the Investment Banking Division of Credit Suisse where she was a member of the Technology, Media, and Telecom Group.

Our panelists will also discuss the most impactful changes internally within your firm as well as externally in the market.

Lindsay Grider currently serves as the Global Head of Fundraising and Investor Relations for Levine Leichtman Capital Partners. She was hired in 2022 to spearhead the firm’s global fundraising efforts and is responsible for building and scaling a global investor relations team across the firm’s fund families and co-investment strategies. She actively leads the firm’s fundraising, investor relations and strategic marketing efforts.

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Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

David runs Frontier Group, a family office which he co-founded with Frank Carlucci, Chairman Emeritus of The Carlyle Group and former U.S. Secretary of Defense. During his investment career, David has been the lead investor or co-founder of 4 unicorns (Embraer $6B, J2 Global $6B, Megaupload $5B, Landmark/Piedmont Aviation $2B). Prior to founding Frontier, David was a principal investor with Carlyle Group and part of the early team that helped grow the firm from $150 million to over $100 billion in equity under management. Since 2016, David has helped two partners battle the seemingly intractable problem of mental healthcare and housing for at-risk populations in California and currently serves on the board of Ever Well Health. In 2024 Ever Well became the second largest provider of housing for the mentally ill in California.

Amy Nelson serves as Chief Strategy Officer of Rethink Capital Partners where she oversees the firm’s development of new strategies and supports growth and operations across the platform. Prior to Rethink, she spent eight years at Venture For America, an organization that selects, trains, and supports the next generation of entrepreneurs, including four years serving as CEO.

Blackstone is the world’s largest alternative asset manager. We seek to deliver compelling returns for institutional and individual investors by strengthening the companies in which we invest. Our more than $1 trillion in assets under management include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.

As Senior Conference Producer, Brian produces PEI’s Investor Relations, Marketing and Communications Forum events in San Diego and New York and will also launch the Private Fund Compliance Operations Forum: New York this fall. Brian works with advisory boards, speakers, and a stellar cross-functional PEI team to ensure that PEI’s events provide what you and your peers need to know and be able to do to. Brian has previously produced conferences for CISOs, top sellers on Amazon, and leaders from a variety of roles in the life science industry. In addition to his teaching experience, Brian draws on his experience conducting professional development for schoolteachers and leaders to ensure that the agenda and conference program meets participants’ needs. Brian has over 20 years of experience supporting learners who are underserved and underrepresented in K12 and higher education by leading programs at Harvard Medical School, the Massachusetts Center for Charter Public Schools, the Network for Teaching Entrepreneurship, Pacific Science Center and varsity wrestling. Brian graduated from Princeton University where he earned an A.B. (e.g., Princeton’s highfalutin version of a B.A) in Anthropology. He is a denizen of Brooklyn where he once rescued a falcon. He enjoys his adventures with his wife and a lively five-year old.

Ms. Williams is a managing director and product specialist for Oaktree’s Real Estate strategies. She also oversees the real estate product specialist team. In these capacities, Ms. Williams and her team are responsible for various aspects of real estate product marketing, investor relations and product development. Prior to joining Oaktree in 2021, Ms. Williams was a managing partner and owner responsible for business development, finance and operations for Uncomn Projects, a real estate focused marketing and consulting company. Prior thereto, she was with J.P. Morgan Chase as an executive director in real estate banking. Before that, Ms. Williams was with PNC Bank as a senior vice president and California market manager for real estate banking. Ms. Williams began her career with Wells Fargo as a vice president and relationship manager in the real estate group. Ms. Williams received a B.S. in business administration with a concentration in real estate finance from the University of Southern California.

Lauren earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Questrom School of Business at Boston University.

Vessel Vessel empowers GPs to directly tap into the private wealth channel with an LP-centric, white-label marketing platform that helps GPs deliver an engaging and personalized experience for LPs. The Vessel platform supports all LP-GP relationship touchpoints, from pre-marketing and marketing, to investor onboarding, reporting and co-investment program management. Vessel was founded by former LPs and GPs who have collectively invested in more than 50 funds and 25 direct investments and led, co-led or participated in raising $5B in capital.

As technology continues to advance, it’s important to assess how your firm can effectively leverage it to improve your marketing strategies.

Mike is on the Portfolio Advisory team and has over 22 years of private equity, credit and co-investing experience. He is responsible for alternative investment portfolios in the Americas with a focus on developing portfolio strategies and building co-investment portfolios.

Enhanced Capital Group, LLC is a leading impact investing firm with over 24 years of experience investing in Small Business Lending, Impact Real Estate, and Climate Finance.

Morgan Finnell joined Evolution Credit Partners in 2019 and is Head of Investor Relations. She is responsible for all investor engagement, investor relations and fundraising activities. Prior to joining Evolution, Morgan worked on the investment team at TIFF Investment Management and GCM Grosvenor, where her primarily responsibility was underwriting long/short equity hedge fund investments. Morgan earned a B.A. from Villanova University.

Kate holds a B.A. from Cornell University College of Arts and Sciences and an M.B.A. from the University of Southern California Marshall School of Business.

Matthew Pedley is a Senior Managing Director and the Head of Institutional Client Solutions in the Americas for Private Equity-related strategies. Before joining Blackstone in 2009, Mr. Pedley was in the venture capital arm of AllianceBernstein, where he was responsible for software venture investments, Limited Partner relations, fundraising and legal documentation for the fund. Prior to AllianceBernstein, Mr. Pedley was at Crosslink Capital, where he was responsible for venture investments in the software and communications sectors. He was an Observer on the boards of Evant (acquired by MANH), IM Logic (acquired by SYMC), and Jasper Wireless (acquired by CSCO); he was also involved with private investments in Good Technology (acquired by MOT) and Equinix (EQIX). Prior to his career in venture capital, Mr. Pedley was a Senior Consultant with Andersen Consulting, where he provided strategic and business process guidance to the world's largest technology companies. Mr. Pedley received his BA in Mechanical Engineering from Columbia University, where he was President of his Class.

Facilitators: Nicole Beauregard, Director, Marketing, Hamilton Lane Kimberley Kasper, Chief Growth Officer, Strattam Capital

Prior to joining Brookfield in 2020, Ms. Hubbert held marketing and investor relations roles at Cerberus Capital Management, including managing the investor relations function for the firm. Ms. Hubbert also worked in investor relations and business development for Blackstone Credit (formerly GSO Capital Partners).

Kohlberg is a leading U.S. middle market private equity firm based in Mount Kisco, New York. Over the firm’s 37-year history, the firm has organized 11 private equity vehicles totaling in aggregate over$14 billion. Since inception, the firm’s private equity investments have generated over $10 billion in realized returns with no realized losses since Fund VI (2007 vintage). The firm invests in leading middle market businesses that are identified through its rigorous thematic research and the firm’s White Paper Program in its six core practice areas. For more information, please visit www.kohlberg.com

Our team has worked on hundreds of renewable energy projects worldwide and invests to generate long-term capital appreciation.

Pathway has built over 100 custom portfolios for our largest clients and offers commingled funds across primary, secondary and co-investment strategies for HNW clients to invest across GP’s and deal flow that would otherwise be inaccessible to them. The firm invests across all areas of private equity, private credit and infrastructure on behalf of our clients.

Levine Leichtman Capital Partners, LLC is a middle-market private equity firm with a 39-year track record of investing across various targeted sectors, including Franchising & Multi-unit, Business Services, Education & Training and Engineered Products & Manufacturing. LLCP utilizes a differentiated Structured Private Equity investment strategy, combining debt and equity capital investments in portfolio companies. LLCP believes that by investing in a combination of debt and equity securities, it offers management teams growth capital in a highly tailored, flexible investment structure that can be a more attractive alternative than traditional private equity.

Mac joined Vector as a Managing Director and Head of Marketing and Investor Relations in 2021. In this role, Mac leads global fundraising and investor relationship management for the firm’s private equity funds. For over 26 years, Mac has served as an adviser and fundraiser in the private equity industry covering a wide variety of investment strategies and opportunities. Since 2001, he helped lead the fundraising for over $40B capital commitments for over 80 private equity funds some of the leading and top performing private equity firms in the industry, including Vector Capital. Prior to joining Vector, Mac founded and led the Private Funds Group for GCA Advisors in 2014 (now Houlihan Lokey). Prior to GCA, Mac was a founding team member and Partner at Probitas Partners joining at its inception in 2001. Mac graduated from the University of California, Los Angeles, with a B.A. in Political Science.

Ms. Vu leads the investor relations function at Glendon, focusing on the development and execution of the firm’s strategic marketing and client engagement initiatives. She oversees all aspects of investor relations including maintaining our global institutional relationships, managing client communications, and developing investor materials and programming. Prior to joining Glendon in 2023, she spent seven years at Oaktree Capital in the Product Specialist Group, leading product marketing and client relations efforts for multiple strategy lines. Previously, Ms. Vu worked at BlackRock, serving as a relationship manager in the Institutional Client Businesses group. She holds a B.A. degree in Science, Technology, and Society from Stanford University where she graduated in 2013.

Outside of her professional career, Gabby is a comprehensively trained Pilates teacher and finds the exercise modality an outstanding expression of the curiosity, precision, and focus required for her career.

Driving business strategy and working closely & collaboratively with management and board, accelerating future realizations

Jolt Capital sources the majority of its investments using internally developed, AI-driven models that automatically search and analyze a proprietary database of over 4 million companies and patents.

In 2023, the Private Equity Customer Engagement Workshop equipped attendees with strategies to identify new sources of capital and build strong relationships with investors.

Oaktree is a leader among global investment managers specializing in alternative investments, with $193 billion in assets under management as of June 30, 2024. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real estate and listed equities. The firm has over 1,200 employees and offices in 23 cities worldwide. For additional information, please visit Oaktree’s website at http://www.oaktreecapital.com/.

Founded in 2015, SoLa Impact is a vertically integrated real estate private equity firm based in Los Angeles with approximately $1.2B gross AUM. Utilizing a double bottom-line approach, SoLa focuses on developing and managing high-quality housing in low-income communities and is one of Southern California’s largest private affordable and workforce housing developers with over 3,000 units in development/construction. SoLa is currently raising its fifth institutional fund.

Kimberley Kasper joined Strattam in 2018 and is currently Chief Growth Officer focused on providing strategic go-to-market guidance and leadership across the Strattam portfolio. In this role, Ms. Kasper provides strategic guidance and GTM leadership across the Strattam portfolio.

Katie Schoen, Global Head of Investor Relations & Operations, Robert W. Baird & Co Bruce Emken, Head of Wealth Management, Pathway Capital Management

Betsy Sylvester, Managing Director, Head of Client Management, Castlelake 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

Panelists Morgan Finnell, Head of 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

Dean Shu is the CEO and Co-Founder of Arphie. Arphie empowers forward-thinking IR teams to focus on the highest-impact work, using AI to write a high-quality first draft to DDQs and RFPs in minutes, with an emphasis on collaboration and security. Arphie is backed by General Catalyst, and is trusted by top-quartile PE firms (with billions in AUM) and leading VC funds.

The fundraising landscape is everchanging and this session will make sure you’re up to date on all of the latest trends. We’ll discuss capital deployment and fundraising strategies, new reporting methods, the competitive market, and more.

Rethink Capital Partners is a purpose-driven investment manager. We specialize in real estate and venture capital with impact at the core of all we do. We believe that by focusing on real solutions to our most pressing challenges, our investment approach seeks to deliver strong financial performance alongside societal impact.

Founded in 1997 and owned by its partners, Triton is a leading European mid-market sector-specialist investor. Triton focuses on investing in businesses that provide mission critical goods and services in its three core sectors of Business Services, Industrial Tech, and Healthcare.

This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats in their role. The speakers were very helpful having excellent experiences at a range of firms and the moderators kept the pace of the Q&A and topic. The highlight was the small groups, where I was able to network and share part of my story and hear others’ stories. It was a positive networking experience and I will definitely attend this conference again in the future.

ACME Capital is an early-stage venture capital firm investing in companies that are leveraging technology and data to pursue massive opportunities with the potential to reshape industries or create completely new ones. ACME is based in San Francisco and currently manages over $1.2 billion across six funds and several LP co-investments. Prior investments include Astra Space, Braintrust, Cue Health, DraftKings, Forte, IonQ, Quip, Robinhood, Savage X Fenty, Tia Health, and XWing.

David Hunter is a Managing Director at The Cynosure Group, based in Salt Lake City, UT. Cynosure makes long-term investments on behalf of family offices, foundations, and other like-minded institutions, providing flexible long-term capital for exceptional founders and management teams who want to remain invested in their businesses. Cynosure’s differentiated and tailored approach is distinct from the typical “control plus leverage” model of the private equity industry and is designed to partner in the vast, under-invested, market opportunity of founders and management-owners seeking partial liquidity or growth capital.

A former journalist, he has over 20 years’ experience helping some of the world’s leading organizations communicate. His client work has included advising the likes of Advent International, Apax, Permira, Stonepeak, HSBC, Meta, Alaska Airlines and The Walt Disney Corporation.

She is a class 27 Kauffman Fellow and currently serves as a Board Director of the Michigan Venture Capital Association. She has been recognized as one of the 39 most important VCs in the midwest by Business Insider, and as Venture Capital’s 2024 Rising Stars by Venture Capital Journal.

G Squared is a global venture capital firm that partners with dynamic companies throughout their life cycles as a complete capital solutions provider, working to create value for companies, investors, employees, and other stakeholders. The firm focuses on investments in growth-stage technology companies and has invested in 130+ portfolio companies since it was founded in 2011. For more information on G Squared and its portfolio, visit: www.gsquared.com.

Pathway is a leading private market fund-solutions provider with over $85 billion in assets under management from private equity, private credit, and infrastructure mandates. Formed in 1991, Pathway creates and manages single- and multi-investor programs for institutional investors worldwide, investing in various private market strategies through primaries, secondaries, and direct equities.

Discover solutions to your most pressing challenges through engaging panels, interactive roundtable discussions, and extensive networking opportunities.

Cornell Capital is a U.S.-based private investment firm with approximately $6 billion of AUM and offices in New York and Hong Kong. Leveraging decades of global investment experience, the firm looks to invest in high-quality businesses in the consumer, financial services, and industrials/business services sectors that it can build into global leaders, often through cross-border expansion driven by the firm’s Asia presence and expertise. Founded in 2013 by Senior Partner Henry Cornell, the former Vice Chairman of Goldman Sachs’ Global Merchant Banking Division and founder of its Asia private equity business, the firm is led by a highly seasoned team with decades of shared investment experience. We take a disciplined, value-driven, partnership-oriented approach to investing, targeting companies with significant potential to unlock growth through our industry, geographic, and value-creation expertise.

Emily is Head of Investor Relations and Fundraising at Cornell Capital where she is responsible for all of the firm’s capital raising activities, investor relationships, and communications. Prior to joining the firm in 2021, she worked at Silver Point Capital, where she focused on marketing and investor relations for the firm’s distressed debt, special situations, and private lending strategies. Prior to that, she spent over seven years at Kohlberg Kravis Roberts & Co. in the firm's Client & Partner Group. Emily began her career at JPMorgan.

Arcano Partners is private markets specialist, investing in private equity funds in North America and Europe on behalf of a global investor base. With more than €9 billion in AuM, Arcano invests via primary commitments, secondary transactions and co-investments alongside PE sponsors. Arcano focuses on mid-market buyout managers, and since inception has integrated a strong sense of social responsibility within its investment mandates. Arcano has been an active investor in the secondary market since 2009, and has completed over 100 transactions including a variety of GP-led transactions.

Katie is the Global Head of Investor Relations & Operations for Baird Capital. Prior to joining Baird Capital, she spent 12 years in Baird’s Private Wealth Management Research team, overseeing the equity and fixed income analysts who support Baird’s Financial Advisors with portfolio management and security selection using individual stocks, bonds and ETFs.

Charlotte works in lockstep with our Limited Partners (LPs) around the globe. She believes in working collaboratively and cross-functionally and has honed her approach to working with LPs through many years in private and public equity and venture capital. At Menlo, she’s excited to engage the investment, finance, legal and marketing teams to strategically drive firm growth and champion Menlo’s core values to our new and existing LP base.

Prior to joining the firm, Ms. Korduba spent 10+ years in strategy and finance business partnering roles at Diageo, based primarily in London and Amsterdam. In her role as Global Strategy Director of Diageo’s ₤6B premium core portfolio, Ms. Korduba formulated brand, category, and M&A strategy as the lead strategy and performance partner to the global marketing function. She most recently served as the Finance Director of a $400M sales region in the eastern United States. Ms. Korduba began her career at L.E.K. Consulting in Chicago and Paris.

Lotus Infrastructure specializes in infrastructure investments along the entire value chain of energy and related sectors as well as other industries that benefit from sustainability and energy transition trends. Our main focus areas include renewable power generation, battery storage, renewable and low-carbon fuels, electric transmission, thermal power, and midstream and downstream assets. Our longstanding focus on renewable energy solutions provides us unique perspectives on recent developments in the energy transition space including sustainability, electrification and decarbonization of the global economy. Lotus Infrastructure has raised in excess of $3 billion of equity capital and has executed transactions totaling more than $8 billion in enterprise value, inclusive of approximately $3 billion in enterprise value related to the development and construction of renewable assets such as wind farms, solar farms, renewable natural gas (RNG) projects, energy storage and biomass power plants. The Lotus Infrastructure team brings extensive multi-functional expertise to all of its investments including development, construction, operations, acquisition and financing.

Alpha Edison ("AE") is building the preeminent venture firm focused on category creating companies. Since its inception in 2016, Alpha Edison has invested in more than 90 companies and has assets under management approaching $1B. AE is a research-driven venture firm that invests in early-stage companies using data and behavioral science to provide investable insights and unlock new markets. The firm is composed of entrepreneurs, operators, technologists, and investors with a focus on investing in and building category-defining companies through a network of Nobel Laureates, PhD researchers, and futurists. For more information, visit alphaedison.com.

Nicole is a Principal on the Marketing and Communications team where she is involved in private wealth marketing globally. Nicole’s experience spans institutional and wealth marketing, business development and partner management. Nicole is a member of the HL Green and HL Pride affinity groups.

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Dr. Aaron Funk began his career as a scientist at several startups, contributing to product launches and collaborating with institutions such as NASA and UCLA. Following his tenure as a scientist and educator at UCLA, he spent six years focusing on business development in the scientific instrumentation industry. In July 2023, Dr. Funk joined the founding partners to lay the groundwork for Reston Equity Group, shaping its inception and trajectory. With his leadership, the firm has steadily built its presence, attended numerous industry events, and established a robust network, laying a strong foundation for future growth and success. He holds a BA in Chemistry from West Virginia University, a PhD in Chemistry from Florida Tech, and is currently pursuing an Executive MBA from The Wharton School. Dr. Funk is an avid traveler, credit card points enthusiast, triathlete, and is conversational in German.

Since its founding in 2012, Costanoa Ventures has led very early stage investments in transformational companies in data infrastructure, applied AI and fintech. With a focused strategy, dedicated BuilderOpsTM team and collaborative approach, Costanoa aims to be the best venture partner that founders have ever seen. For more information, visit http://www.costanoa.vc.

Kate leads Vida’s investor relations, fundraising and communications strategy and initiatives. She also works closely with Vida’s portfolio companies to guide them on their IR and communications activities.

M13 is an early-stage (seed and Series A) venture capital firm that invests in visionary founders building disruptive software businesses. M13 invests in enabling technology—such as AI and web3—that powers the future of work, health, commerce, and money. M13's portfolio includes 200+ direct investments, with 25 exits to date. M13 is a full-stack partner with a deep bench of full-time operators to help founders execute better and build category-defining companies. Propulsion is M13's operator-led model for supporting its portfolio companies, with 3x people on M13's Propulsion team for every one investing team member. Averaging 25 years of experience, each of M13's full-time partners provides an expertise advantage, filling in executive experience gaps for early-stage companies as they scale.

She’ll take a deep dive into lessons learned from the SVB collapse and how your firm can be proactive in preparing for any potential crises.

Amy has also held business development positions at B Lab, Relief International, and Cambodian Children’s Fund. Amy sits on the boards of the Vivvi, West Harlem Innovation Network, Partners for Justice, Generation Citizen, and Safe Haven Medical Outreach in Cambodia.

From inception in 1999 through March 31st, 2024 inclusive of proprietary assets and assets managed by affiliates, Enhanced Capital has raised a total of $5.9 billion. Of the total assets under management, impact assets represent $3.75 billion invested in over 900 projects and businesses throughout 40 states, Washington DC, and Puerto Rico and does not include investments made by non-impact affiliates.

Ridgemont Equity Partners is a Charlotte-based middle market private equity firm that has provided buyout and growth capital to industry-leading companies in the business and tech-enabled services, industrial growth, and healthcare sectors for three decades. The principals of Ridgemont have refined a proven, industry-focused model designed to build distinctive middle market companies. www.ridgemontep.com

Rockpoint is a real estate private equity firm that employs a fundamental value approach to investing, targeting select product types and markets throughout the United States. The firm applies a consistent and disciplined investment approach across its investment programs, which span distinct return profiles. Rockpoint continually assesses market opportunities and evaluates potential investments relative to intrinsic value, replacement cost, and cash flow, targeting investments that Rockpoint believes are inefficiently priced or misunderstood by the broader market. Rockpoint proactively pursues opportunities that exhibit strong value potential that can be realized through impactful asset management. Since 1994, the firm’s co-founders with others have sponsored 19 investment vehicles and related co-investment vehicles through Rockpoint and a predecessor firm and have invested or committed to invest in 503 transactions with a total peak capitalization of approximately $80 billion. To learn more, visit www.rockpoint.com.

Camila earned a BBA from the Universidade Federal da Bahia in Brazil and received her MBA from The Wharton School at the University of Pennsylvania.

Valery started his career at JP Morgan, UBS and Credit Agricole CIB, in Paris and London. He executed over USD 70Bn worth of transactions in M&A, debt and equity capital markets and structured finance, in over 20 countries and held global responsibilities for the Media Investment Banking sectors.

Anthos, founded in 2007, invests in emerging consumer and technology companies that drive innovation and shape the future. Anthos provides strategic and operational support to entrepreneurs, enabling its portfolio companies to achieve their full potential and become industry leaders. Anthos has built a diverse, 32-person team that is nearly 50% female. The firm is headquartered in Santa Monica, California, with team members in Seattle, the Bay Area, and New York.

Outside of work, he tries to find time for more golf, pickleball, skiing, volleyball and any other sports related activity alongside his two teenage boys.

Filing C-level executive talent gaps, identifying and securing strategic partners globally – especially in Asia, conceiving and executing build-up M&A transactions

Taylor leads capital raising and investor relations for SoLa Impact, a real estate private equity firm based in Los Angeles focused on affordable and workforce housing with $1.2bn AUM.

Panelists Jefferson Stone, Founder and Managing Partner, Barrel Rate Capital Wyatt Geiger, Principal, Pathway Capital Management David Martus, Managing Director, Investor Relations, GSSG Solar Thomas Terrats, CEO & Co-founder, Vessel

Yair Riemer leads investor relations at Upfront. Prior to joining the firm, he held various leadership positions at tech companies in Los Angeles, including most recently as CEO at Intoo, an HRTech company, where he led global expansion efforts. Prior to that, he was President of CareerArc’s career development and transition business, which was acquired by Gi Group Holding. He was also the first employee and served in various leadership positions at Internships.com, the world’s largest internships marketplace, which was acquired by Chegg. Earlier in his career, Yair worked at Putnam, a strategy consulting firm. Yair received a BA from Vanderbilt University and MBA from Bar-Ilan University in Israel.

Recent trends in the energy sector and a global focus on the energy transition have blurred the lines between traditional energy infrastructure and other industrial sectors that require solutions towards decarbonization, sustainability and energy efficiency. Based on a longstanding history of identifying trends across the entire infrastructure and energy value chains, Lotus Infrastructure is dedicated to pursuing attractive, risk-adjusted returns from both opportunistic acquisitions and development of infrastructure assets.

Upfront Ventures is proud to be an early investor and long-term partner to tech founders and startups. Founded in 1996 in Los Angeles with investing professionals based in LA and San Francisco, Upfront has backed teams across all technology sectors. We invest about half of our capital in the fast-growing Southern California ecosystem, with the balance across the country as well as investments in Europe, India, and Israel. Learn what we’re about at upfront.com.

As of March 31, 2024, Pathway manages close to $90 billion on behalf of some of the largest corporate and public pension plans, government entities, and financial institutions in North America, Europe, and the Asia-Pacific region.

Jessica leads WCP's Investor Relations team. The team is responsible for building and managing relationships with the firm’s investors, driving fundraising efforts, and conveying the firm’s differentiated investment approach. Before joining Waud Capital, Jessica served as Head of Investor Relations at Arrowroot Capital, a global growth equity firm focused on investments in enterprise SaaS companies. While at Arrowroot, she led all fundraising, investor relations, and communication efforts for the firm. Jessica began her career at The Riverside Company, where she became a senior member of the Investor Relations and Fundraising team, working with investors globally across buyout, growth, structured capital, and credit strategies. Jessica received a BA in Political Science from Loyola Marymount University.

Lawrence Aragon is an award-winning business journalist who writes about venture capital and private equity. As West Coast Bureau Chief, he is one of PEI Group’s senior editorial decision-makers and works closely with the Editorial Director US, the Group Editorial Director, the Head of Content Strategy and the Company’s cohort of title editors in the US and the UK. Aragon is the editor of Venture Capital Journal and contributes to other PEI titles, including Private Equity International and Buyouts. Previously, he served as Digital Editor for Reuters Deals Group and was an editor and writer for Red Herring, PC Week, VAR Business and the San Jose Business Journal. Aragon makes his home in San Francisco.

Crow Holdings Capital (CHC) is a real estate investment management company specializing in multifamily, industrial, and specialty property types delivered through strategies that span the risk-return spectrum. For 25 years, CHC has sought out a diversified portfolio in partnership with leading global investors and generating attractive returns across market cycles. Led by a highly experienced team, CHC manages $19 billion in real estate assets and is a subsidiary of Crow Holdings, a privately owned real estate investment and development firm with 75 years of history, $33 billion of assets under management, and an established platform with a vision for continued success. The firm’s ongoing legacy is rooted in its founding principles: partnership, collaboration, and alignment of interests. For more information, please visit www.crowholdings.com.

Panelists Stacey Leanos, Partner, Fundraising and Investor Relations, Glynn Capital David Hunter, Managing Director and Head of Investor Relations, The Cynosure Group Ryan Ponsford, Principal, Akili Capita

Mike has over 20 years of experience in x, y, and z. Most recently, he was a Partner at Oakpoint Advisors and managed the firm’s institutional capital marketing business and oversaw all aspects of capital formation.

This PEI Conference was fantastic and all of the attendees have similar situations as their firms are starting to implement marketing/IR and wear multiple hats…

Clairvest’s mission is to partner with entrepreneurs to help build strategically significant businesses. Founded in 1987 by a group of successful entrepreneurs, Clairvest is a top performing private equity firm with over $4 billion of capital under management. Clairvest invests its own capital and that of third parties through the Clairvest Equity Partners limited partnerships primarily in owner-led businesses to help grow their companies, take on new challenges, make acquisitions and build their legacies. In August 2023, Clairvest’s seventh flagship fund closed at the fund’s hard cap of US$1.2 billion in under fourth months and was oversubscribed. For more information about Clairvest, please visit www.clairvest.com.

Ms. Korduba joined G Squared in March 2019 and leads the firm’s investor relations, central marketing, and communications functions. The firm recently closed its $1.1B sixth flagship fund, G Squared VI. In keeping with the firm’s long-standing strategy, the majority of the fund will be allocated to direct secondary market opportunities, providing growth capital and critical liquidity to the next generation of disruptive tech companies and their stakeholders.

It all starts with your brand and who your firm is. This session will dive into when and why you should rebrand and the steps needed to make sure it’s solid from the ground up.

Mike O’Neill leads Fundraising efforts across all investment strategies at NewSpring. He is responsible for all aspects of capital formation strategy and execution, building relationships with existing and prospective investors, and investor due diligence.

Ms. Heravi was one of the founding members of Avista Capital Partners in 2005. She is currently a Managing Director and Head of IR and ESG at Avista Capital Partners, a healthcare focused middle-market private equity firm headquartered in New York. Prior to Avista, Ms. Heravi was the Director of Finance and Administration at Dorset Capital Management where she was responsible for investor relations and the financial, operational and administrative aspects of the fund. Ms. Heravi started her career at Montgomery Securities. Ms. Heravi received a B.A. from the University of California, Berkeley. She is the proud mother of four children and three dogs, and loves skiing and travelling with her family.

As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strategy.

Prior to joining Pathway, Mr. Emken spent almost 20 years at Goldman Sachs Asset Management and Blackrock for 6 years with a focus on alternatives, portfolio construction and growth of their business. Mr. Emken is a CFA charterholder, a CAIA charterholder, and a CIMA professional. He has been an active board member of both the CFA Society of Orange County and the CFA Society of Austin.

Sarah Kulka currently serves as Head of Marketing for Rockpoint, a Boston-based real estate private equity firm. She has deep global experience developing and executing effective brand and marketing communications strategies to help drive organizational goals and enhance reputation and differentiation. Sarah has industry expertise advising private equity, venture capital, and professional services firms, working both in-house and as a consultant. Prior to advising Rockpoint, Mass General Brigham Ventures, and law firm Hemenway & Barnes as a marketing communications consultant, she served as Director of Marketing at Berkshire Partners where she led a rebrand of the firm. Prior to that, she was the Chief Marketing Officer at L.E.K. Consulting for ten years and worked with several other venture capital firms earlier in her career. Sarah received an A.B. degree in English from Princeton University, an M.S. in Mass Communication from the Boston University College of Communication, and an M.B.A. from Duke University’s Fuqua School of Business.

Reston Equity Group is a location-agnostic, operationally focused independent sponsor with a current presence in Kentucky, Ohio, and Virginia. In Q4 2022, we successfully acquired a portfolio of seven home services companies, swiftly implementing turnaround strategies that have leveraged our internal expertise in operational optimization and strategic management, setting them on a trajectory toward enhanced profitability. As we continue to grow, we are actively pursuing expansion opportunities in business services, health & wellness, and scientific instrumentation, drawing upon the knowledge and skills of our leadership team. We plan to utilize our extensive network of capital partners to fuel our growth initiatives and enhance our existing portfolio both horizontally and vertically.

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

Prior to joining Kohlberg, Ash held a variety of roles over 11 years at BlackRock. He was most recently Director responsible for fundraising and investor relations within BlackRock’s private markets business, spanning coverage over private equity, credit, infrastructure and real estate product areas. Ash began his career within the firm’s global wealth business.

The class of non-traditional investors is growing and while that is exciting, it’s important to make sure you’re finding the right investor fit for your firm.

Katie graduated cum laude from Marquette University with a Bachelor of Science degree in finance and international business. She holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations.

Before joining Vida in 2020, Kate served as Senior Director of Investor Relations for UroGen Pharma where she developed and implemented a strategic IR program from the ground up and also played a central role in the communications efforts for the approval and launch of Jelmyto™, (mitomycin) for pyelocalyceal solution, the first and only non-surgical treatment indicated for adults with low-grade upper tract urothelial cancer. Previously, Kate served as a key member of the Kite Pharma Investor Relations and Communications team in multiple roles, including Associate Director of Investor Relations and Associate Director of Product Communications, where she supported the approval and launch of Yescarta™ (axicabtagene ciloleucel), the first approved chimeric antigen receptor (CAR) T therapy for the treatment of adult patients with relapsed or refractory non-Hodgkin lymphoma. With an extensive healthcare background, Kate’s prior experience includes roles of increasing responsibility at Memorial Sloan Kettering Cancer Center in New York.

Ms. Schwartz holds an MA in International Relations from the School of Advanced International Studies at the John Hopkins University and a B.Sc. in Business from Virginia Polytechnic Institute and State University.

Ash Jaidev is Director at Kohlberg & Company, supporting the firm’s Investor Relations efforts, including fundraising, marketing, client service and co-investment partnerships. Ash joined Kohlberg in 2023.

BlueFlame AI is the generative AI platform for alternative investment managers, providing fulsome enterprise search, intelligent document processing, and natural language no-code automation. BlueFlame has the unique ability to work through masses of financial services data with semantic search, to structure the unstructured documents into tabular form, to interface and pull/push data across 3rd party systems like market data providers and CRMs, and to automate data aggregation and document generation, such as investment analysis and memos, with end-to-end automations called Blueprints.

This session will cover the impact the 2024 election may have on private investing, new pressures you’ll face as the industry becomes more democratized, and how you can better prepare your teams for what’s to come.

A hybrid of the popular roundtable and think tanks formats, groups with share best practices in three areas.  Each table will report back to the whole group the key practices in one category.

Our purpose is to uncover and craft your story – helping you to bridge worlds and connect with the people who matter to you most. We are strategic and agile; creative and execution-focused – advisors, designers, developers, film-makers, strategists and writers – bringing our firepower to bear on client communications. We work with large corporates, private equity groups, investors, family offices and not-for-profits across international borders from the US, to Europe and the Gulf.

Stacey Leanos serves as Partner – Fundraising and Investor Relations at Glynn Capital, which focuses on investments in private and public technology growth companies and seeks to be a long-term investor in a limited number of excellent companies with world-class management teams, sustainable business models, and long-term growth potential.

He is author to various books on corporate governance and investor communications – having also spent some time as editor of Investor Relations magazine. Richard is also a trained fund manager.

JMI Equity is a growth equity firm focused on investing in leading software companies. For over three decades, JMI has partnered with exceptional founders, entrepreneurs, and management teams at high-growth software companies to provide flexible capital, industry expertise, and operational support to build businesses of enduring value. To date, JMI has invested in over 180 software businesses in North America and Europe and completed over 115 exits. Today, the Firm’s portfolio of industry-leading cloud software companies represents $8 billion in combined revenue, $65 billion in aggregate enterprise value, and over 34,000 jobs. For more information, visit www.jmi.com.

As private investing becomes more democratized you must keep your investors engaged. We’ll discuss how to create an engaging investor experience, show you what content investors are looking for, and help you leverage your brand to hold an effective AGM.

Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs nearly 700 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has approximately $903 billion in assets under management and supervision, composed of $120 billion in discretionary assets and nearly $783 billion in non-discretionary assets, as of December 31, 2023. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit www.hamiltonlane.com or follow Hamilton Lane on LinkedIn.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

Camila has 15+ years of consulting, corporate and venture capital experience. Prior to joining Grand Ventures, Camila worked at General Electric holding management positions within finance, portfolio management and business strategy. She spent six years at GE Ventures, playing a crucial role in building the foundation for it to become one of the most active corporate venture capital firms in the country, and managing a portfolio of over 150 investment companies. She has also held operational roles in startups, including an extensive project with Zinc, a GE Ventures portfolio company acquired by ServiceMax, and Imaginare Studios, a company she co-founded with two MBA colleagues.

Nancy also co-founded Net Impact, an international membership organization for MBAs interested in using their business skills for social good. For her work with Net Impact, she was named a Fellow in the Rockefeller Foundation’s Next Generation Leadership program. She holds an MBA from the Stanford Graduate School of Business and a BA magna cum laude from Amherst College.

ParalineYorkville

Sightglass is a modern diligence platform empowering Investor Relations and Finance teams. Sightglass helps IR teams automate much of the manual work in responding to LP diligence requests, enabling them to focus on developing prospective LP relationships and deepening engagement with existing LPs through the fund’s lifecycle. We streamline DDQ requests by leveraging AI to help firms tap into their own knowledge base of completed DDQs, firm policies, and fund documents. DDQs that would take days to complete manually can take only minutes on Sightglass.

Based in Chicago, Waud Capital Partners is a growth-oriented private equity firm with over 30 years of investing experience. Waud Capital seeks to partner with experienced management teams to build market-leading companies within two industries: software & technology and healthcare. Since its founding in 1993, Waud Capital has successfully completed more than 460 investments, including platform companies and follow-on opportunities.

Before joining Blackstone in 2009, Mr. Pedley was in the venture capital arm of AllianceBernstein, where he was responsible for software venture investments, Limited Partner relations, fundraising and legal documentation for the fund. Prior to AllianceBernstein, Mr. Pedley was at Crosslink Capital, where he was responsible for venture investments in the software and communications sectors. He was an Observer on the boards of Evant (acquired by MANH), IM Logic (acquired by SYMC), and Jasper Wireless (acquired by CSCO); he was also involved with private investments in Good Technology (acquired by MOT) and Equinix (EQIX). Prior to his career in venture capital, Mr. Pedley was a Senior Consultant with Andersen Consulting, where he provided strategic and business process guidance to the world’s largest technology companies.

GSSG Solar is a specialist renewable energy investment manager founded in 2013. Since inception, the motivation remains the same: provide value to our investors by delivering attractive risk adjusted returns by investing in value-add renewable energy projects.

Nicole Vernese Dempter is a Managing Director in the Investor Relations Group of Crow Holdings Capital. Her responsibilities include investor coverage, including current and prospective investor relationship management, strategic initiatives, and business development. Prior to joining CHC in 2018, Nicole was a Vice President in Portfolio Management at Morgan Stanley from 2008 to 2015 in New York City. After that time, she spent two years with a private family office in Austin as an Asset and Portfolio Manager. Nicole received a Bachelor of Science in Finance from Pennsylvania State University and a Master of Science in Real Estate from New York University.

Before joining Red Iron Group, Gabby held finance leadership positions at Monarch Alternative Capital and Sequoia Heritage. Gabby received a bachelor’s degree in business from The University of Hong Kong and a master’s in accountancy from The University of Southern California. Gabby is a CPA in New York.

Katie is active in the community having served as past presidents of the CFA Society of Milwaukee, Girls on the Run of Southeastern Wisconsin and is a past chair of Baird’s Women’s Associate Resource Group, Ascend.

Panelist Andie Taylor, Partner, Investor Relations, Andreessen Horowitz Thomas Buley, Founder and CEO, Sightglass Justin Guthrie, Chief Strategy Officer/Chief Financial Officer, Blueflame AI Valery Talma, Managing Director – Investor Relations and Capital Formation, Jolt Capital

Chris Anderson is the Senior Vice President of Operations at Altvia where he draws on over two decades of experience in alternative investments to drive operational excellence and strategic growth. He specializes in helping firm executives translate macro strategies into actionable, tech-enabled projects that align with their broader vision. With a hands-on approach, Chris bridges the gap between high-level strategy and practical execution, empowering teams to transform ambitious ideas into tangible results that lead to sustained success. Passionate about the role of innovation and technology in driving firm success, Chris embodies Altvia’s mission to empower GPs in delivering a best-in-class LP experience.

Aurora Capital Partners works together with successful management teams to build market-leading companies through investments in growth initiatives, strategic positioning and add-on acquisitions.

Founded in 2023, Arphie is trusted by top-quartile PE firms (with billions in AUM) and leading VC funds. Backed by General Catalyst, Arphie is built by former engineers and investors from Palantir, Scale AI, Microsoft, Insight Partners, and McKinsey.

Brookfield Asset Management Ltd. (NYSE: BAM, TSX: BAM) is a leading global alternative asset manager with over $900 billion of assets under management across renewable power and transition, infrastructure, private equity, real estate, and credit. We invest client capital for the long-term with a focus on real assets and essential service businesses that form the backbone of the global economy. We offer a range of alternative investment products to investors around the world — including public and private pension plans, endowments and foundations, sovereign wealth funds, financial institutions, insurance companies and private wealth investors. We draw on Brookfield’s heritage as an owner and operator to invest for value and generate strong returns for our clients, across economic cycles.

Our reputation rests on making rapid and substantial change to image, impact, perception and presence. We believe that the reasons to buy from, invest in, work for or trust a company are all part of the same deeper brand story.

We are a firm united by a belief that capital can help transform society for the better. Our platform supports entrepreneurial fund managers backing innovations across sector verticals. As pioneers deploying impact capital across asset classes, we have consistently demonstrated that investing with purpose drives tangible business outcomes.

Valery holds a BA in Economics and Business from UCLA (magna cum laude). He obtained a BSc. in International Affairs from HEC Paris. He studied Computer Science and AI at Stanford University continuing education. He is a former officer in the French Navy where he led several operations in conflict areas.

Join the forum to network with an expansive community of investor relations, marketing, and communications professionals from leading private markets and venture capital firms.

Prior to Aksia’s acquisition of TorreyCove Capital Partners, Mike was a Managing Director of TorreyCove Capital Partners, where he was responsible for the identification, due diligence, and selection of private equity and credit investments, including co-investments. Prior to that, he was a Senior Vice President at PCG Asset Management in a similar capacity. Mike previously worked at Smith Breeden Associates, a fixed income money manager where he worked on the corporate bond trading desk.

Justin Guthrie brings two decades of experience servicing the asset management industry across multiple spectrums. Justin has spent the last 19 years at ACA Group and its predecessor companies. Prior to joining ACA, he spent three years in public accounting at EY. While at ACA, Justin oversaw the Performance Services business for 10 years, acquiring 2 key competitors during that time period and driving substantial topline and bottom-line growth. Most recently, he led key transformational strategies and integrations across the front and back offices as COO. Justin holds an M.S. in Accounting from the University of Tennessee and is a CFA charter holder.

Lotus Infrastructure’s equity investments typically range from $50 million to $200 million or more, the “middle market” that Lotus Infrastructure believes affords more diverse opportunities, negotiated transactions and attractive values.

Before joining Partners Group, Mr. Hunter was a consultant with Connecticut-based Evaluation Associates where he advised institutional clientele on investment policy development, asset allocation, manager search and selection, and performance and attribution analysis. Prior to that, Mr. Hunter was an investment advisor at Bear Stearns, where he advised high-net-worth families and small institutions.

Facilitators Stephanie Lo, Director of Investor Relations & Marketing, Clairvest Group Richard Carpenter, CEO, Bladonmore

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various customer engagement topics that are important to investor relations, marketing & communications professionals.

Prior to founding Arphie, Dean was an early team member at Scale, a leading AI company working with other top Generative AI companies like Microsoft, OpenAI, Meta, and more. At Scale, Dean led one of the business units, and was responsible for product, engineering, and growth.

The focused roundtable discussions look to give you the tools needed to create a brand for your fund that investors can trust.

Red Iron Group is a private investment firm that partners with business owners and managers who are passionate about building market-leading businesses. The firm helps businesses achieve increased scale and business value through investments in organic growth initiatives and strategic acquisitions. Red Iron Group leverages its extensive Silicon Valley roots to help its portfolio companies invest in and implement technology enablement and adoption strategies that deliver enhanced value into the customer relationship, drive operating efficiencies, and produce greater organic growth. Red Iron Group has established a uniquely long-term capital base with a strategy of focusing on profitably growing lower-middle-market companies across a wide range of sectors.

Prior to joining Cynosure, Mr. Hunter spent 11 years with Partners Group in the New York, San Francisco, and Denver offices as a member of the Investment Solutions team, most recently as a Senior Vice President.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

Mr. Hunter received his MBA from Brigham Young University’s Marriot School of Management and his BA in Finance from Brigham Young University, where he also played on the baseball team. He is an outdoors enthusiast, and is an avid cyclist, skier, tennis player, golfer, husband and father.

Hard assets Cash flow profile, strength and certainty Technology risk / established technology Stage of development Commercial opportunities Revenue hedging opportunities Cost certainty and predictability We evaluate these criteria through the lens of our hands-on approach and active partnership with world-class developers and operating partners to add value at every stage of the investment process.

Ryan Ponsford has been involved in wealth management, real estate, business building, and philanthropy for over two decades. Designing strategic solutions to some of our nation’s wealthiest families, creating business systems for rapidly growing companies, and founding and expanding Main Street Philanthropy, a non-profit organization, across the nation, his experience is extensive, yet built upon a repeatable set of core principles. Ryan earned his Executive MBA in Leading Organizations from the Johns Hopkins Carey School of Business and graduated from Point Loma Nazarene University with a degree in Industrial-Organizational Psychology. He has spoken at conferences and events throughout the United States, Canada, and Europe. Beyond the office walls, Ryan serves on several nonprofit boards, sings in a quartet, plays guitar with a band, coaches youth sports, and having grown up in Sonoma County, has an affinity for decent wines.

Jolt Capital generates returns for its investors by enabling growth stage, technology-rich companies with strong fundamentals to execute their scaling strategies, in sectors that offer strong exit potential across hardware-driven or software-driven solutions: photonics, advanced materials, cybersecurity, electrification, smart sensors, semiconductors, personalized health, and more.

James Brenner joined Triton from Patria Investments where he was a Vice President of Investor Relations and Business Development, responsible for North American coverage. He also has previous experience from PineBridge Investments and AIG Investments. He holds a Bachelor of Science in Management with specialisation in Finance from the A. B. Freeman School of Business, Tulane University, and is a CFA Charterholder.

Andie is a partner on the Investor Relations team focused on building limited partner relationships and raising capital for the firm.

To identify opportunities, Lotus Infrastructure executives leverage long-standing relationships across the industry and with developers and asset owners. Our executives have a demonstrated track record of successfully originating transactions through proprietary channels rather than agent-led auctions.

Charlotte came from SVB Capital, where she oversaw their direct venture strategies. Prior to that, Charlotte had her own company advising both public and private equity funds on how to attract capital. She worked with many top firms in Silicon Valley where she helped craft their strategies and branding.

Barrel Rate Capital invests in private equity funds, in co-investments, and in direct investments in transactions sponsored by General Partners without a dedicated pool of committed capital. Barrel Rate is exclusively focused on partnering with sponsors who are paying significantly advantageous purchase price multiples for demonstrable cash flow generated by companies that can grow to a size and scope where they will be attractive to both strategic and financial acquirors. In general, Barrel Rate will target opportunities that are focused on the smaller end of the lower mid-market, with a particular focus on vehicles overseen by high-potential managers raising their first or second pool of institutional capital. While we expect to invest primarily in the United States, we also will consider opportunistic investments in other developed markets, such as Europe, while maintaining our focus on small-cap and emerging managers.

Facilitators Michelle Klonsky Nemon, Vice President, Investor Relations, Varsity Healthcare Partners Gabby Yang, VP of Finance and CCO, Red Iron Group

Have a topic you would like to discuss at next year’s Forum? Contact Brian Anderson at brian.a@pei.group to discuss speaking opportunities.

Panelist Ravali Parsa, Director, Investor Relations, Aurora Capital Andrew Darcovich, Head of Investor Relations and Business Development, Alpha Edison Mac Hofeditz, Managing Director, Head of Marketing and Investor Relations, Vector Capital

LLCP’s global team of dedicated investment professionals is led by nine partners who have worked at LLCP for an average of 19 years. Since inception, LLCP has managed approximately $14.1 billion of institutional capital across 15 investment funds and has invested in over 100 portfolio companies. LLCP currently manages $9.3 billion of assets and has offices in Los Angeles, New York, Chicago, Charlotte, Miami, London, Stockholm, The Hague and Frankfurt.

Charlotte is Head of Investor Relations at Menlo, where she manages investor communications and partnerships, and leads fundraising and capital formation for the firm.

Sightglass launched in Q1 2024 and is already trusted by firms with billions of dollars in AUM. Sightglass is continually building new products to support IR and Finance teams, most recently releasing portfolio company DEI reporting to satisfy California’s SB 54 regulatory requirements and meet increasing LP requests. Learn more at usesightglass.com.

Barrel Rate’s Managing Principal, Jefferson Stone, leads the Firm’s investments and operations. Mr. Stone has worked in the private capital markets since 1997 when he joined Pacific Corporate Group after working for a small law firm for three years. After graduating from the Wharton School of Business in 2001, Mr. Stone joined Probitas Partners in San Francisco, where he helped to shape the firm’s pioneering intermediary and market-making program in the private equity secondary markets. Mr. Stone then joined the William Flora Hewlett Foundation in 2006, where he ultimately served as a senior member of the foundation’s private equity team for nearly 10 years. In that capacity, he oversaw a broad-based portfolio of private equity and alternative assets that included total commitments of over $3 billion. Since 2015, he has served as a member of the Board of Directors of Axiom Asia Private Capital and served as an advisor to various private market participants and firms. Mr. Stone received his MBA from The Wharton School of the University of Pennsylvania, where he was both a Palmer Scholar and a Siebel Scholar, and a BA from the University of California, San Diego, where he graduated Magna Cum Laude.

Kathleen leads Serent’s marketing and investor relations team. Prior to joining Serent, Kathleen worked at Vista Equity Partners, a private equity firm that invests in software and technology-enabled businesses. At Vista, she was responsible for leading the content, event, and digital programs. Before Vista, Kathleen held various sales and marketing roles in a wide range of B2B companies, from public companies to start-ups, to help them bring their technology to market.

As a Partner, she identifies promising investment opportunities across Grand Venture’s sectors of interest and works closely with portfolio companies driving strategy development and implementation. She also leads the firm’s operations and is responsible for managing all stages of the investment process from fundraising through portfolio management and exit.

Security and trust is core to Arphie's AI. Answers are traceable and auditable, showing the exact sources used, and confidence in accuracy. Arphie guarantees customer data is never used to train models for others, and is SOC 2 Type 2 compliant.

David has appeared in the Wall Street Journal, Forbes, Los Angeles Times, NY Times, LA Business Journal, Washington Business Journal, Chicago Tribune, Miami Herald, St Louis Post-Dispatch and on ABC News, Fox News, and CNN. David received an M.B.A. from Harvard Business School and a B.A. Magna Cum Laude from Yale University.

New for this year, the half-day customer engagement workshop will get into the day-to-day work of your full marketing team. Click here for more information.

Gabby Yang is the Voce President of Finance and Chief Compliance Officer at Red Iron Group. Where she also leads the firm’s investor relations and fundraising efforts. She oversees all non-investment functions of the firm and its funds, spanning treasury, financial / tax reporting, investor relations and key operational matters.

Pathway’s investment professionals have participated in the development of more than 125 private market portfolios, committing more than $120 billion to more than 1,400 private market investments across a wide variety of private market strategies. Pathway has raised more than $40 billion in commitments from its more than 75 fund of funds.

Taylor began her career as an investment analyst at H Partner’s Management, L.P., a New York based hedge fund focused on concentrated investments in public equities and shareholder activism with $2bn AUM during her tenure. She subsequently joined Browning West, LLC, a Los Angeles-based hedge fund focused on concentrated investments in public equities and shareholder activism with approximately $1.5bn AUM during her tenure. Prior to joining SoLa, Taylor was VP of Capital Formation at Morpheus Ventures, a Los Angeles-based venture capital firm with approximately $400M AUM during her tenure.

Gryphon Investors is a leading middle-market private equity firm focused on profitably-growing and competitively-advantaged companies in the Business Services, Consumer, Healthcare, Industrial Growth, and Software sectors. With approximately $9 billion of assets under management, Gryphon prioritizes investments in which it can form strong partnerships with founders, owners, and executives to accelerate the building of leading companies and generate enduring value through its integrated deal and operations business model. Gryphon’s three core investment strategies include its Flagship, Heritage and Junior Capital strategies, each with dedicated funds of capital.

Learn how to secure more capital, improve your marketing strategy, and make the most of your communication efforts by conversing with industry experts throughout the event.

Thomas Buley is the Founder & CEO of Sightglass, a modern diligence platform empowering Investor Relations and Finance teams. Prior to founding Sightglass, Thomas was a senior executive at Guideline, leading Product, Business Operations, and Finance organizations. Over the course of five years, he helped scale Guideline from 100 to 30,000+ small business 401(k) customers and to a $1bn+ valuation. Thomas started his career at J.P. Morgan in Credit Trading and also spent time at McKinsey & Co. serving fintech clients. Thomas has a JD/MBA from Stanford University and a BA from Duke University. He lives in Portland, OR with his wife and dog.

Pathway was founded in 1991 to provide institutional investors with investment management services in the private market asset class. Douglas Le Bon and James Reinhardt—who founded the private equity division at Wilshire Associates in 1983 and in so doing were among the first to offer private market investment services to institutional investors—established Pathway as an independent firm. Since then, the ownership of the firm has grown from the original founders to 22 senior professionals (“Partners”), who own 100% of the business and who have an average of 21 years of experience at Pathway and 23 years of private market experience overall.

Facilitators Antonia Schwartz, Head of Investor Relations, Lotus Partners Vaiva Herzberg, Alternatives Capital Formation, Executive Director, Goldman Sachs

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Charlotte was also a Partner in Investor Relations and Marketing for both Sofinnova and Sanderling Ventures. She started her career on the sell side working at both Goldman Sachs and Morgan Stanley in the equities division and prime brokerage.

Stacey received a BA in Business Economics from Mills College, as well as an MBA from the Mills College Lokey Graduate School of Business.

Prior to founding Phoenix, Mr. Ebie has served as an investment banker and financial advisor on both innovative public-private partnerships (P3s) for transportation, energy social and infrastructure projects across the United States, in projects totaling over $8 billion. Mr. Ebie has also advised commercial, federal, state, and local agencies on developing programs designed towards the analysis and procurement of P3s.

Bladonmore is a stakeholder communications agency that specializes in helping organizations communicate their stories to key audiences, such as investors, employees and the media.

Dean earned a BA in Economics and Psychology from Harvard University and lives in San Francisco with his wife and puppy.

The Forum will connect you with peers to exchange ideas on the changing fundraising landscape, how to navigate oncoming headwinds, and significant day-to-day pain points.

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Vaiva Herzberg is EMEA head of commercial strategy for Alternatives Capital Formation within Goldman Sachs Asset Management, where she focuses on client strategy, product prioritization, and campaign design across the alternatives investment platform. Goldman Sachs invests in the full spectrum of alternatives, with over $450bn of assets across private credit, private equity, growth equity, real estate, infrastructure, hedge funds and sustainability. Clients access these solutions through direct strategies, customized partnerships, and open-architecture programs. Previously, Vaiva held a variety of roles at Goldman Sachs Asset Management where she started her career as an analyst. She earned a BA in International Economics and Management from Bocconi University in Milan.

Ms. Sylvester joined Castlelake in 2019 and is Head of Client Management. In this role, Ms. Sylvester leads the firm’s global client management strategy and activities, including responsibility for fund and strategic partnership formation, investor relations and investor communications. Prior to joining Castlelake, Ms. Sylvester was a Vice President with Envoi, LLC’s Client Advisory team, where she focused on client relationship management and portfolio construction. Prior to Envoi, Ms. Sylvester was a Private Wealth Advisor at Goldman Sachs, where she was responsible for soliciting new business opportunities and managing client investment portfolios. Ms. Sylvester began her career in the nonprofit sector. Ms. Sylvester received her B.A. in sociology/anthropology, magna cum laude from Carleton College and an M.B.A. in finance and economics from the University of Chicago – Booth School of Business. Ms. Sylvester is conversational in Spanish.

Yoni Riemer is the Managing Director of Investor Relations and Corporate Development. In his role, Yoni leads the Investor Relations team across all Peak Rock fund strategies, and also helps oversee communications and firm development initiatives. He joined Peak Rock in its inaugural fund as a Vice President, and subsequently served as a Principal on the Private Equity investment team prior to his current leadership role.

Gingee currently serves as Chief Impact Officer and Managing Director for Enhanced Capital Group, LLC, (“Enhanced Capital”) a leading impact investment firm with over 24 years of experience investing in Climate Finance, Impact Real Estate, and Small Business Lending. As a private credit provider to businesses and projects within four impact themes: Underserved Communities; Underrepresented Populations; Environmental Sustainability; and Community Development Programs, Enhanced Capital has invested $3.75 billion in over 900 projects and businesses throughout 40 states, Washington DC, and Puerto Rico. Enhanced Capital is a subsidiary of P10, Inc. (NYSE: PX), a diversified, multi-asset investment platform.

Prior to that, Mike was a Managing Director at Guggenheim Partners where he marketed the firm’s products and services to family offices.

Richard Carpenter is CEO of Bladonmore, a New York and London-based communications advisor and provider that specializes in helping private equity groups, venture capitalists and listed entities tell their story to key audiences.

Pennybacker is a real assets investment manager based in Austin, Texas, with approximately $4 billion in assets under management. The firm pursues real estate and infrastructure strategies through closed-end and open-ended vehicles across the capital structure. For more information, visit https://www.pennybackercap.com.

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Glendon Capital Management is a Los Angeles-based investment firm focused on opportunistic credit and special situations. Our strategy employs fundamental analysis emphasizing the microeconomics of companies and industries in decline or experiencing dislocation with a deep understanding of complex transactions and processes, including restructurings and work-out transactions, and a flexible mandate to invest across geographies, industries, and capital structures. Our founding partners have worked together for almost three decades with specialized experience spanning multiple credit cycles.

As Chief Impact Officer and Managing Director, Ms. Prince oversees the creation and implementation of the Firm’s impact frameworks, Impact Measurement & Management (“IMM”) practices, and ESG policies. Ms. Prince serves on the Investment Committee of each of Enhanced Capital’s investment strategies. As a fund manager of several of Enhanced Capital’s small business investment vehicles, Ms. Prince has led investments with a focus on directing capital to underserved and low-income areas and to businesses owned and operated by underrepresented populations.

Prior to joining Hamilton Lane in 2022, Nicole was with Wellington Management where she was responsible for building the marketing function for the firm’s alternative platform. She also worked at Fidelity Investments leading marketing efforts for Fidelity Charitable and Fidelity Strategic Advisers. Nicole began her career in the telecommunications and fintech sectors, serving in various roles in Belgium, England and the U.S.

As Director, Investor Relations & Marketing, Lindsay is responsible for the Firm’s fundraising and investor relations activities and marketing initiatives. Prior to joining JMI in 2020, Lindsay was an associate investment director at Cambridge Associates. She received a Bachelor of Arts in Economics and Business Management from Washington College and received her MBA from the Fuqua School of Business at Duke University.

For more information about sponsorship opportunities, contact Jimmy Kurtovic at jimmy.k@pei.group or call +1 646 356 4504.

This session will discuss how non-traditional investors are impacting the field, how to find the right ones for your firm, and how to tweak your messaging to reach them effectively.

Evolution Credit Partners is an alternative credit manager with $3 billion in assets under management. Evolution’s platform includes a range of synergistic credit strategies, spanning leveraged finance, trade finance and opportunistic investments. Evolution takes a relative value approach to investing and focuses on underserved, niche subsets of the larger leveraged finance and trade finance asset classes. Evolution offers both commingled funds and separately managed accounts to LPs, in the form of both closed end and evergreen structures. Evolution culture is entrepreneurial, opportunistic, and nimble, which manifests into every aspect of Evolution’s business.

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

Akili Capital is a multi-family office and strategic advisory firm that helps individuals, families, real estate and business owners align their financial ecosystem to their long-term vision of family succession and multi-generational continuity. In addition to wealth management services, what matters most to the families we serve is the continuity of their values for future generations and their ability to thrive and make a difference.

We back innovations that work to improve lives and allow people to flourish. Together, our strategies touch almost every facet of daily life: from food and nutrition to access to healthcare, affordable housing to quality education, and financial well-being to combating climate change. By focusing on introducing innovation to our most critical sectors, our investments are poised for long-term value creation.

Charlotte has a B.A. from Dartmouth College and an M.B.A from New York University. In her free time, you can find her playing squash or skiing. However, her true happiness comes from hiking with her 10-year-old Australian shepherd.

Michael is a Partner at Oakpoint Advisors and manages the Capital Team. As the head of Oakpoint’s Capital Team, Michael manages the firm’s institutional capital marketing business and oversees all aspects of capital formation. Prior to joining Oakpoint in 2010, Michael was a Managing Director at Guggenheim Partners in Chicago where he marketed the firm’s products and services to family offices. Prior to Guggenheim Partners, Michael co-founded First Street Capital partners where he provided marketing consulting services and raised assets for alternative investment managers. Previously, he was a Senior Vice President and head of Sales at Calamos Investments where he was responsible for intermediary distribution. Prior to his work in financial services, Michael played professional hockey for 12 years. He received a BA in Economics and Political Science from Yale University and an MBA in finance and Marketing from the J.L. Kellogg School of Management at Northwestern University. Michael is FINRA registered series 7, 63, 65 and 24.

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 Product Specialist, Oaktree Capital Nancy Katz, Senior Director, Costanoa Ventures

Facilitators Dr. Aaron Funk, Principal, Reston Equity Group Nicole Vernese Dempter, Managing Director, Investor Relations & Product Development, Crow Holdings

Mr. Geiger joined Pathway in 2014 and is a principal in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and direct equities; investment monitoring; performance analysis; client reporting; and client servicing. Mr. Geiger also heads the firm’s market research team, which tracks the data, trends, and issues impacting the private markets and also publishes Pathway’s quarterly Private Market Environment reports and other periodic research reports and studies. He received a BS in business administration from the University of Southern California. Mr. Geiger is a CFA charterholder.

Vector Capital is a leading, San Francisco-based private equity investment firm focused on transformational investments in middle market technology and technology-enabled businesses. Founded in 1997, Vector manages over $5 billion of capital across private equity and private credit funds on behalf of a high-quality group of global limited partners. For over 26 years, we have invested in technology businesses concurrent with implementing an operational transformation to deliver breakthrough operational and financial results. For more information, please visit www.vectorcapital.com.

Mike received a BA in Economics and Political Science from Yale University and an MBA in Finance and Marketing from J.L. Kellogg School of Management at Northwestern University.

Baird Capital manages two investment platforms, Venture Capital and Global Private Equity, and invests in founder-led B2B technology & services-focused companies worldwide. Founded in 1989, the group focuses on investing in sub-sectors where it has deep institutional knowledge and leveraging global operating capabilities to support the operational and growth needs of partner companies. Altogether, Baird Capital has 40 investment, operating and support professionals in the United States, United Kingdom and Asia managing active portfolio companies with combined annual revenues of $2 billion and more than 15,000 employees. Baird Capital is the direct private investment arm of Robert W. Baird & Co. For more information, please visit BairdCapital.com.

Panelists Emily Mason Larkin, 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 of Investor Relations, Juxtapose Ash Jaidev, Director, Investor Relations, Kohlberg & Company, LLC

Frontier Group is focusing on using generative AI to enhance investigative journalism and for an active independent media that reports facts honestly and independently without agendas. In addition, David’s family office is backing a technology for early detection of cancer and other diseases.

Dean spent several years on the buy side at Insight Partners, developing a strong appreciation for the work of IR and Finance teams. He began his career as a consultant with McKinsey & Company in the New York office, serving leading financial institutions.

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

H.I.G. is a leading global alternative assets investment firm with $56 billion of equity capital under management. Based in Miami, and with offices in New York, Boston, Chicago, Dallas, Los Angeles, San Francisco, and Atlanta in the U.S., as well as international affiliate offices in London, Hamburg, Madrid, Milan, Paris, Bogotá, Rio de Janeiro and São Paulo, H.I.G. specializes in providing both debt and equity capital to small and mid-sized companies, utilizing a flexible and operationally focused/value-added approach. Since its founding in 1993, H.I.G. has invested in and managed more than 300 companies worldwide. The firm's current portfolio includes more than 100 companies with combined sales in excess of $30 billion. For more information, please refer to the H.I.G. website at www.higcapital.com.

As a new member of the finance/investment industry, I found this conference to be extremely helpful in my development of understanding and evolution of my strat…

Mr. Ebie is the CEO and founder of the Phoenix Infrastructure Group, an infrastructure investor based in Washington, DC. He has over seventeen years in infrastructure, municipal finance, and public-private partnerships investment banking and advisory experience. Phoenix, founded in 2015, is one of the few minority-owned infrastructure investor/developers in the United States. Additionally, Phoenix is an investor in South Bimini International Airport, JFK International Airport Terminal 8the Washington, DC Smart Streetlights System, and Charlotte Gateway Train Station among other regional-defining infrastructure projects.

Peak Rock Capital is a leading middle-market private investment firm headquartered in Austin, Texas, making equity and debt investments in companies in North America and Europe. Peak Rock’s equity investment platform focuses on opportunities where it can support senior management to drive rapid growth and performance improvement, with expertise in corporate carve-outs and partnering with families and founders seeking first-time institutional capital.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

Alvarez & Marsal Capital is a multi-strategy private equity investment firm with ~$5.9 billion in commitments across four investment strategies. The firm is led by a highly experienced investment team, which is augmented by a strategic association with Alvarez & Marsal (“A&M”), one of the largest operationally focused advisory firms in the world. Alvarez & Marsal Capital combines a focus on middle-market private equity investing, with deep operational expertise, industry knowledge and global corporate relationships, making Alvarez & Marsal Capital an attractive partner to management teams and business owners. Alvarez & Marsal Capital is headquartered in Greenwich, CT with offices in Los Angeles, CA and London, England.

Brian Anderson, Senior Conference Producer, Private Equity International Jeff Mills, Partner, Partner, Head of Investor Relations, Madrona

Based in the Silicon Valley, Valéry is responsible for the development of Jolt Capital's activities in the US, with a focus on capital formation and portfolio companies' support.

Prior to joining Pennybacker, Lauren briefly worked at The Amherst Group on the Investor Relations team. Prior to Amherst, Lauren worked at Invesco Real Estate as a Product Manager for the US debt and equity core-plus vehicles; prior to her work on the Product Management team, she worked on the Transaction Analytics team covering all asset types within the South and Southeast regions of the US. Prior to Invesco, she worked at PGIM Real Estate Finance (formerly Prudential Mortgage Capital Company) in the Dallas, TX and Atlanta, GA offices.

As investors become more selective about who they’re investing in, it’s more important than ever to make sure your firm is standing out in the crowd. The 2023 Forum ensured that attendees had an effective marketing and communications strategy that was backed by a solid brand.

Triton has over 200 investment professionals across 11 offices and invests through three complementary “All Weather” strategies: Mid-Market Private Equity, Smaller Mid-Cap Private Equity, and Opportunistic Credit.

Facilitator Yoni Riemer, Managing Director, IR and Corporate Development, Peak Rock Capital James Brenner, Senior Investor Relations Professional, Triton Partners

Ms. Korduba holds a BA in Public Policy Analysis from the University of Chicago and an MBA from the University of Chicago Booth School of Business.

Stacey has over two decades of experience managing investor relationships, including venture capital, asset management, and public company expertise. Prior to Glynn Capital, she served as Director of Investor Relations for ACME Capital, a $1.5 billion early-stage venture capital firm focused on deeptech investments; as Associate Director of Investor and Public Relations for Cerus Corp., a publicly traded blood transfusion safety company; she held several roles with Bay City Capital, a $1.6 billion life sciences focused venture capital firm, most recently as Senior Director of Marketing and Investor Relations; and served as a Portfolio Analyst conducting industry and market research at Ashfield & Co., an asset management firm specializing in investment strategies for high-net-worth individuals, institutions, and endowments.

Amanda Stewart is a Managing Director and serves as the Global Head of Investor Relations & Fundraising for A&M Capital. Before joining A&M Capital in 2024, Ms. Stewart was the Director of Investor Relations & Marketing at Sageview Capital. Ms. Stewart has also held roles in Investor Relations at Vista Equity Partners, Long Pond Capital, and in Business Development at AQR Capital Management. She started her career in the Analyst program at Morgan Stanley in Fixed Income Sales & Trading. Ms. Stewart graduated from Columbia University, where she majored in Mathematics & Statistics, and minored in Philosophy.

Mike graduated from Duke University with a BS in Economics. He holds an MBA from the Wharton School at the University of Pennsylvania and is a CFA charterholder.

Prior to joining LLCP, Lindsay was Head of Investor Relations for Tailwater Capital, a Dallas-based middle market private equity firm. Prior to that, Lindsay was the Director of Investor Relations at NGP, where she led fundraising for both energy and agribusiness private equity funds. She previously managed corporate development and distribution for Sterling Stamos Capital Management, an alternative investment firm based in Menlo Park. She started her career in investment banking with Citigroup and Wachovia Securities, focused on mergers & acquisitions and capital raising transactions across various industries. Lindsay earned a B.A. in International Commerce from Vanderbilt University.

Thomas is the Founder and CEO of Vessel, redesigning LP-engagement with a white-label marketing platform designed to foster personalized connections and empower GPs to tap directly into the wealth channel. Thomas’ journey in private markets began as an LP at Teralys Capital, where he participated in over 50 investment decisions, spanning both fund investments and co-investments. He then spent four years as a VC at Inovia Capital, where he played a pivotal role in building the firm’s fundraising infrastructure. During this time, Inovia raised $1.1B across three funds—venture, growth, and a multi-asset continuation vehicle—within just 16 months, growing the firm’s AUM from $900M to $2.2B.

Prior to joining a16z, Andie was on the client-facing analytics team at healthtech startup Included Health, presenting health and financial insights to some of Included Health’s largest corporate clients.

Nancy has 30 years of experience in investor relations, fundraising, marketing, communications and general management across a range of alternative asset classes. She joined Costanoa in 2019 to lead the firm’s Investor Relations and fundraising efforts. Earlier, she was a Managing Director and helped found the American Infrastructure Funds, where she led the firm’s investor relations, fundraising, marketing, and communications and sat on the Investment Committee. She held prior Investor Relations positions at McCown De Leeuw & Co, a middle market private equity fund; RREEF, a leading institutional real estate investment firm; and Modulaire Industries, a publicly traded NASDAQ company.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class,  number of funds, and job title). These meetups are for open networking and will not be facilitated.

Prior to Madrona, Jeff joined Gryphon in 2022 as Co-Head of Gryphon’s Fundraising and Investors Relations Group where he also led fundraising and investor relations efforts. Jeff has also served as Partner and Global Head of Investor Relations at Resource Capital Funds, a mining-focused alternative investment firm, and served as a Managing Director at Brooklands Capital Strategies (a division of TPG Capital) where he focused primarily on relationship management and investor engagement. Jeff brings more than 25 years of experience in fundraising, marketing, client service and management and held prior roles as a Managing Director of Relationship Management/Business Development at Ares Management, Managing Director and Head of Investor Relations at Oak Hill Capital Partners and Relationship Manager at Probitas Partners. Before beginning his professional career, Jeff was an Aviation Officer in the U.S. Army, where he served as a helicopter pilot, including time spent as Company Commander for seven years throughout the U.S. and South Korea.

Meetup with a subset of forum participants who have the same challenges and opportunities because they meet the same criterion as you (e.g., asset class, number of funds, and job title). These meetups are for open networking and will not be facilitated.

Tessa is a Vice President of the firm and focuses on Ridgemont’s investor relations, fundraising and limited partner co-investment activities. Prior to joining Ridgemont in 2021, Tessa worked in investor relations at American Infrastructure Funds as well as BlueBay Asset Management. Tessa started her career as an Analyst at Mercer Investments in their manager research group in Chicago, Illinois. Tessa earned a B.A. in Economics and Chinese from Northwestern University and is a CFA charterholder.

We’re excited to have General Catalyst’s Vice President of Brand & Communications, Sue Kwon lead a discussion on how to effectively manage your communication strategies during a crisis.

Andreessen Horowitz (aka a16z) is a venture capital firm that backs bold entrepreneurs building the future through technology. We are stage agnostic. We invest in seed to venture to growth-stage technology companies, across AI, bio + healthcare, consumer, crypto, enterprise, fintech, games, infrastructure, and companies building toward American dynamism. a16z has $42B in assets under management across multiple funds.

David oversees the fundraising & investor relations functions at GSSG Solar. He is an experienced private markets professional with two decades of buy and sell side expertise. Most recently he spent six years at Kerogen Capital managing investor relations & fundraising and prior to that spent eight of the previous twelve years as a Senior Portfolio Manager at Colorado PERA, a $45 billion public pension plan, where he oversaw a $4.6 billion global portfolio (invested and committed capital) of private equity, natural resource, venture capital, distressed debt and mezzanine investments. He was an active participant on numerous partnership Advisory Boards and was an observer to the Board of Directors for several co-investments. Prior to joining Kerogen, David worked at Forbes Private Capital Group in origination, project management and distribution capacities. David graduated with a B.S. and a M.B.A. from the University of Colorado at Boulder and is a Chartered Financial Analyst.

NewSpring partners with the innovators, makers, and operators of high-performing companies in dynamic industries to catalyze new growth and seize compelling opportunities.  The Firm manages over $3 billion across five distinct strategies covering the spectrum from growth equity and control buyouts to mezzanine debt.  Having invested in over 200 companies, NewSpring brings a wealth of knowledge, experience, and resources to take growing companies to the next level and beyond.  Partnering with management teams to help develop their businesses into market leaders, NewSpring identifies opportunities and builds relationships using its network of industry leaders and influencers across a wide array of operational areas and industries.  To learn more, visit www.newspringcapital.com.

The Investor Relations & Fundraising Forum connects leading professionals within private markets and venture capital to discuss a changing fundraising environment.

Previously, Kimberley served as the Interim Marketing VP for a Strattam portfolio company and has held senior roles at numerous influential SaaS software companies – including CMO roles at Jobvite and SumTotal Systems, VP of Marketing at Taleo for their Business Edition product line, and senior positions in both worldwide direct marketing at WebEx and North American demand generation for Salesforce.

Lauren Goodman is a member of the Capital Formation team. Her responsibilities include managing various aspects of fundraising and investor relations such as marketing material development and management, investor due diligence and onboarding processes, and investor communications and requests. Lauren began her investment career in 2007 and joined Pennybacker in 2023.