Solve your firm's biggest challenges

The Private Funds CFO Network’s Boston Roundup on June 7 is a one-of-a-kind event designed to solve your most pressing questions alongside your peers.

Join an elite group of private fund CFOs, COOs and senior finance and operations executives via intimate roundtable discussions that provide actionable outcomes for your firm.

You’ll receive vital peer insight and feedback while dissecting issues currently impacting your day-to-day work.

Bring your team of senior executives and save | CPE credits available

Book now

Benchmark new strategies

Improve processes and accelerate firm growth through interactive discussions with your CFO and COO peers.

In-depth conversations with your peers

Explore the best solutions for key issues that concern your role and team the most.

Year-round intelligence and networking

By joining the Roundup, you will gain access to the Private Funds CFO Network. The Network helps CFOs stay connected to industry insight and peers across the year.

2022 agenda highlights

The 2022 agenda was built through consultation with influential leaders within the private equity and venture capital CFO & COO communites. The topics covered provided relevant information to impact processes and practices within firms, such as:

  • Sourcing and developing talent
  • Data management practices
  • Strengthening operational efficiency
  • Enhancing cybersecurity protocols
  • Compliance & SEC matters

2022 Featured speakers

View all speakers
View all speakers

2022 attendees included:

Blue Owl Capital
The Carlyle Group
DCVC
Equilibrium
Fengate Asset Management
Galvanize Climate Solutions
Genesys Capital
GI Partners
Gopher US Asset Management
Knox Lane
KV Capital
LightBay Capital
Makena Capital Management
Maverick Capital
MSP Sports Capital
Next47
Nonatum Capital Partners
P10
Revelstoke Capital Partners
Section 32
Section Partners
SER Capital Partners
StartUp Health
Sumeru Equity Partners
TCG
TCV
The National Investment and Infrastructure Fund
Thoma Bravo
TPG Capital
Vector Capital
VMG Partners
Western Technology Investment

What our attendees say about CFO Roundups

Jeremy Thurber

Rose Park Advisors

The CFO Roundup was a great opportunity to meet other peers and discuss the relevant topics that are top of mind. This collaborative environment is very helpful…

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Scott Farden

Nonantum Capital Partners

Content was strong. The most valuable portion of the event was the time spent with peers. We are able to share challenges and solutions in an effective and thou…

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Clara Chang

DCVC

I liked the format of the various breakout sessions which allows delegates and participants to exchange ideas and share best practices in different subject matt…

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2022 Agenda

Download the agenda to see the timely and relevant topics that will be covered at this year’s Roundup.

If you are interested in a speaking role for 2023 please contact contact Nikki Gale at nikki.g@pei.group.

Day 1
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Agenda

Day 1 - Wednesday 7th

Registration
08:15 - 08:55

Registration – Breakfast

08:55 - 09:00

PEI Welcome

Keynote Interview
09:00 - 09:40

Keynote panel - View from the top: insights from influential private equity CFOs

  • How have priorities changed since first stepping into the role?
    • CFOs holding a more strategic role in firm-wide initiatives
  • Approaching leadership in today’s working environment
  • From technical to personal – what skills are valued and required for today’s CFO?
  • Modernizing the role: how do CFOs stay ahead of the trends?
  • Advice to future leaders: how can junior or mid-level back/middle office staff prepare themselves for the C-suite?
Roundtable discussions
09:45 - 10:15

Roundtable 1: Cybersecurity

Lawrence Aragon, Ryan Randall, Nathan Sanders, Christopher Smith, CFA, Nina Yoo

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Alternative Insight

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A speaker photo for Ryan Randall

Ryan Randall

CFO, CCO and Partner, Section Partners

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A speaker photo for Nathan Sanders

Nathan Sanders

General Partner, Chief Operating Officer, TCV

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A speaker photo for Christopher	 Smith, CFA

Christopher Smith, CFA

Partner & CFO, SER Capital Partners

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A speaker photo for Nina Yoo

Nina Yoo

Chief Financial Officer, Fengate Asset Management

Read bio
10:15 - 10:45

Roundtable 2: Technology/operational efficiencies

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

10:45 - 11:15

Roundtable 3: Talent management & development

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

Networking break
11:15 - 11:45

Networking break

Roundtable discussions
11:45 - 12:15

Roundtable 4: Data management

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

12:15 - 12:45

Roundtable 5: Portfolio company management

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

12:45 - 13:15

Roundtable 6: Fundraising

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

Networking lunch break
13:15 - 14:15

Networking lunch break

Roundtable discussions
14:15 - 14:45

Roundtable 7: Investor/management reporting

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

14:45 - 15:15

Roundtable 8: ESG/green finance

Roundtable discussions are 30-minute interactive, peer-driven conversations, facilitated by two industry experts, on various topics facing the GP finance and operations communities. Throughout the day, facilitators will rotate tables to ensure all delegates participate in each roundtable discussion.

Interactive panel discussions
15:15 - 16:00

Track A: Technology

More interactive than traditional panel discussions, these sessions start with a 20-minute panel discussion followed by a 25-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

15:15 - 16:00

Track B: Compensation

More interactive than traditional panel discussions, these sessions start with a 20-minute panel discussion followed by a 25-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

Networking break
16:00 - 16:15

Networking break

Think Tanks
16:15 - 17:15

Think tank A (GPs only) | Outsourcing/vendor management

Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

16:15 - 17:15

Think tank B (GPs only) | LP/GP relationships

Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

16:15 - 17:15

Think tank C (SPs only) | Navigating the current PE market

Designed to facilitate candid discussions, these closed-door sessions target the issues and challenges impacting firms. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

17:15 - 18:15

Cocktail reception and end of roundup

Sponsored by:

2022 Speakers

For speaking opportunities, contact Nikki Gale at nikki.g@pei.group.

Connect with a community of CFOs, COOs and senior finance executives

The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more …

For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.

Where successful CFOs connect

Better connections at the Boston Roundup

Attendees all gain a 12-month membership to the Private Funds CFO Network, a service designed to enhance your Boston Roundup networking experience.

Members can connect with peers throughout the year, set up pre-meetings with those attending the Boston Roundup, meet in-person on the day, or pick up a conversation after the conference. The Network also provides opportunity for extra CPE credits for you and your team across the year.

Insight

Stay ahead of industry-wide issues with monthly webinars and virtual think tanks covering the most pressing subjects that CFOs face today (CPE credits available).

Connection

Find and connect with like-minded professionals facing similar challenges at our events and through our private network platform only available to members.

Events

Join us in person and listen to the industry’s best keynote speakers, engage in working groups, think tanks, and much more. Members receive reduced price offers to our in person events.