Solve your firm's biggest problems

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

The Roundup will connect you with senior finance and operations executives for intimate roundtable discussions that provide actionable outcomes for your firm. Exchange ideas and gain actionable advice to ensure you are prepared for upcoming regulations and trends.

Buy your Private Funds CFO Network membership today and join us at the Boston Roundup this June.

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

Buy now

Collaborate with peers in conversational sessions

Roundtable discussions

Participate in 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

More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

Closed-door think tanks

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.

2023 agenda highlights

The 2023 agenda was built through consultation with influential finance and operations leaders in private equity and venture capital. The topics covered provide relevant information to impact processes and practices within firms, such as:

  • CFO and COO role transformation
  • Data management
  • Talent management & development
  • ESG & green financing
  • Operational efficiencies
  • Compliance
  • And more…

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…

Read full testimonial

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…

Read full testimonial

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…

Read full testimonial

2023 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 Nikki Gale at nikki.g@pei.group.

Day 1
View agenda page

Agenda

Day 1 - Wednesday 7th

Registration
08:15 - 08:55

Registration – Breakfast

08:55 - 09:00

PEI welcome & chairperson's welcome

Aileen Keaney

Chairperson:
Aileen Keaney, Chief Financial Officer, Ethos Capital

A speaker photo for Aileen Keaney

Aileen Keaney

Chief Financial Officer, Ethos Capital

Read bio
Keynote panel
09:00 - 09:40

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

Susan Gentile, Kristen Laguerre
  • 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?

Panelists:
Susan Gentile, Managing Director and Chief Financial Officer, Advent International
Kristen Laguerre, Chief Financial Officer and Chief Operating Officer, MPM Capital

A speaker photo for Susan Gentile

Susan Gentile

Managing Director and Chief Financial Officer, Advent International

Read bio
A speaker photo for Kristen Laguerre

Kristen Laguerre

Chief Financial Officer and Chief Operating Officer, MPM Capital

Read bio
Roundtable discussions
09:45 - 11:15

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.

09:45 - 11:15

Roundtable 1 | Keeping up with compliance: the new Marketing Rule and other important priorities

Deborah Hodges
  • Marketing Rule follow up: challenges with gross and net performance calculations
    • Are firms prepared for exam questions on the Marketing Rule?
  • Ensuring your internal compliance program can withstand regulatory transformation
  • Getting ahead of and adhering to items on the SEC’s radar (conflicts of interest, cybersecurity, ESG, etc.)
  • Actions firms can take to best prepare themselves for SEC exams (taking mock exams,obtaining recent exam letters, document request lists, etc.)
  • Identifying additional resources to manage the firm’s compliance workload

Facilitator:
Deborah Hodges, Managing Director, Chief Operating Officer, MidOcean Partners

A speaker photo for Deborah Hodges

Deborah Hodges

Managing Director, Chief Operating Officer, MidOcean Partners

Read bio
09:45 - 11:15

Roundtable 2 | Assembling today’s finance and operations teams

Alison Connors, James Jefski
  • Identifying the necessary skills for today’s PE back/middle office professionals
  • Best practices for sourcing candidates in the current job market
  • How is PE managing generational expectations and creating a culture that matches the current working environment?
    • Non-traditional, work hours, hybrid working, salaries, etc.
  • Effectively presenting talent challenges to firm management/partnership
  • Opportunities for growth when a title promotion is not feasible

Facilitators:
Alison Connors, Chief Financial Officer, Third Rock Ventures
James Jefski, Head of North America Alternatives Segment, State Street

A speaker photo for Alison Connors

Alison Connors

Chief Financial Officer, Third Rock Ventures

Read bio
A speaker photo for James Jefski

James Jefski

Head of North America Alternatives Segment, State Street

Read bio
09:45 - 11:15

Roundtable 3 | Utilizing technology to strategically enhance firm functions

Raoul Kamath
  • What focus areas of today’s CFO require more technology adoption to help drive success?
  • Adapting to technology to obtain the most benefits and results
  • Allocating resources properly within the firm
    • How can current platforms be used in various departments?
    • Deciding when to shift gears (hire additional talent, work with new partners or adopt new technology)
  • Properly reviewing whether current systems and partners are aligning with the firms priorities
  • Managing expectations while existing external partners are navigating staffing changes

Facilitator:
Raoul Kamath, Regional Director – Americas, EWM Global

A speaker photo for Raoul Kamath

Raoul Kamath

Regional Director – Americas, EWM Global

Read bio
09:45 - 11:15

Roundtable 4 | Presenting and governing data effectively across the firm

  • Consolidating data from various departments to create a single source of truth and become a better storyteller
  • Determining the level of data analysis/data science knowledge required from the finance team
  • Innovative approaches to data collection
    • Utilizing machine learning & RPA
  • Enhancing connectivity between external
    technology programs and data management
    software
09:45 - 11:15

Roundtable 5 | Navigating LP/GP relationships within finance and operations team

Ed Leitinger, Steven Schaefer
  • Keeping up with investor sophistication (DDQs, ad-hoc questions)
  • What non-investment related information are LPs seeking outside of fundraising?
  • Approaching portfolio monitoring and investor reporting portals
    • How to make them fulfil LP & GP needs?
  • What is the level of detail wanted? (Overall fund performance vs. specific portfolio company data)
  • Working with your IR team to understand where the CFO should be included to satisfy investors
    • CFO involvement during investor and annual general meetings
  • Utilizing LPACs to support and provide insights to management company finance and operations teams
  • Challenges of working with LPs in various geographical locations

Facilitators:
Ed Leitinger, Principal, Withum
Steven Schaefer, CFO, Graycliff Partners

A speaker photo for Ed Leitinger

Ed Leitinger

Principal, Withum

Read bio
A speaker photo for Steven Schaefer

Steven Schaefer

CFO, Graycliff Partners

Read bio
09:45 - 11:15

Roundtable 6 | Involving the CFO in fundraising

Mike Kubacki
  • How are CFOs playing a greater role in supporting deal/IR teams?
    • Providing data to enhance decision
      making
  • Obtaining and using credit lines and facilities
  • How are firms adjusting to the current pace of capital deployment?
  • Adapting to the retailization of PE and new types of investors
  • What items do investors want to learn from the finance and operations team throughout the fundraising cycle?

Facilitator:
Mike Kubacki, CFO, NewSpring Capital

A speaker photo for Mike Kubacki

Mike Kubacki

CFO, NewSpring Capital

Read bio
09:45 - 11:15

Roundtable 7 | Stabilizing firm-wide reporting methods

Tracy Pizzi
  • How are firms handling individual reporting
    requests and formats?

    • Investors: Adopting templates (GIPS,
      ILPA) to create industry uniformity
    • Utilizing software/ technology
    • Outsourcing
  • Ensuring preparedness for SEC questioning
  • Navigating complexities within ESG reporting (fund, portfolio and management company)
  • Properly documenting fees and expenses

Facilitator:
Tracy Pizzi, Partner, Yellow Wood Partners

A speaker photo for Tracy Pizzi

Tracy Pizzi

Partner, Yellow Wood Partners

Read bio
09:45 - 11:15

Roundtable 8 | Approaching valuation methods and protocols in today’s market

  • The macro-environment and its potential impact to valuations
  • What valuation methodologies have been proven successful in this environment?
  • How are firms gathering data from portfolio companies effectively?
  • Mitigating conflicts within the valuations
    • Preparing for the SEC’s focus on
      valuations
  • Striking a balance between the role of the
    investment team and finance team in valuations
Networking break
11:15 - 11:45

Networking break

Roundtable discussions
11:45 - 13:15

Roundtable discussions

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.

11:45 - 13:15

Roundtable 1 | Keeping up with compliance: the new Marketing Rule and other important priorities

Deborah Hodges
  • Marketing Rule follow up: challenges with gross and net performance calculations
    • Are firms prepared for exam questions on the Marketing Rule?
  • Ensuring your internal compliance program can withstand regulatory transformation
  • Getting ahead of and adhering to items on the SEC’s radar (conflicts of interest, cybersecurity, ESG, etc.)
  • Actions firms can take to best prepare themselves for SEC exams (taking mock exams,obtaining recent exam letters, document request lists, etc.)
  • Identifying additional resources to manage the firm’s compliance workload

Facilitator:
Deborah Hodges, Managing Director, Chief Operating Officer, MidOcean Partners

A speaker photo for Deborah Hodges

Deborah Hodges

Managing Director, Chief Operating Officer, MidOcean Partners

Read bio
11:45 - 13:15

Roundtable 2 | Assembling today’s finance and operations teams

Alison Connors, James Jefski
  • Identifying the necessary skills for today’s PE back/middle office professionals
  • Best practices for sourcing candidates in the current job market
  • How is PE managing generational expectations and creating a culture that matches the current working environment?
    • Non-traditional, work hours, hybrid working, salaries, etc.
  • Effectively presenting talent challenges to firm management/partnership
  • Opportunities for growth when a title promotion is not feasible

Facilitators:
Alison Connors, Chief Financial Officer, Third Rock Ventures
James Jefski, Head of North America Alternatives Segment, State Street

A speaker photo for Alison Connors

Alison Connors

Chief Financial Officer, Third Rock Ventures

Read bio
A speaker photo for James Jefski

James Jefski

Head of North America Alternatives Segment, State Street

Read bio
11:45 - 13:15

Roundtable 3 | Utilizing technology to strategically enhance firm functions

Raoul Kamath
  • What focus areas of today’s CFO require more technology adoption to help drive success?
  • Adapting to technology to obtain the most benefits and results
  • Allocating resources properly within the firm
    • How can current platforms be used in various departments?
    • Deciding when to shift gears (hire additional talent, work with new partners or adopt new technology)
  • Properly reviewing whether current systems and partners are aligning with the firms priorities
  • Managing expectations while existing external partners are navigating staffing changes

Facilitator:
Raoul Kamath, Regional Director – Americas, EWM Global

A speaker photo for Raoul Kamath

Raoul Kamath

Regional Director – Americas, EWM Global

Read bio
11:45 - 13:15

Roundtable 4 | Presenting and governing data effectively across the firm

  • Consolidating data from various departments to create a single source of truth and become a better storyteller
  • Determining the level of data analysis/data science knowledge required from the finance team
  • Innovative approaches to data collection
    • Utilizing machine learning & RPA
  • Enhancing connectivity between external
    technology programs and data management
    software
11:45 - 13:15

Roundtable 5 | Navigating LP/GP relationships within finance and operations team

Ed Leitinger, Steven Schaefer
  • Keeping up with investor sophistication (DDQs, ad-hoc questions)
  • What non-investment related information are LPs seeking outside of fundraising?
  • Approaching portfolio monitoring and investor reporting portals
    • How to make them fulfil LP & GP needs?
  • What is the level of detail wanted? (Overall fund performance vs. specific portfolio company data)
  • Working with your IR team to understand where the CFO should be included to satisfy investors
    • CFO involvement during investor and annual general meetings
  • Utilizing LPACs to support and provide insights to management company finance and operations teams
  • Challenges of working with LPs in various geographical locations

Facilitators:
Ed Leitinger, Principal, Withum
Steven Schaefer, CFO, Graycliff Partners

A speaker photo for Ed Leitinger

Ed Leitinger

Principal, Withum

Read bio
A speaker photo for Steven Schaefer

Steven Schaefer

CFO, Graycliff Partners

Read bio
11:45 - 13:15

Roundtable 6 | Involving the CFO in fundraising

Mike Kubacki
  • How are CFOs playing a greater role in supporting deal/IR teams?
    • Providing data to enhance decision
      making
  • Obtaining and using credit lines and facilities
  • How are firms adjusting to the current pace of capital deployment?
  • Adapting to the retailization of PE and new types of investors
  • What items do investors want to learn from the finance and operations team throughout the fundraising cycle?

Facilitator:
Mike Kubacki, CFO, NewSpring Capital

A speaker photo for Mike Kubacki

Mike Kubacki

CFO, NewSpring Capital

Read bio
11:45 - 13:15

Roundtable 7 | Stabilizing firm-wide reporting methods

Tracy Pizzi
  • How are firms handling individual reporting
    requests and formats?

    • Investors: Adopting templates (GIPS,
      ILPA) to create industry uniformity
    • Utilizing software/ technology
    • Outsourcing
  • Ensuring preparedness for SEC questioning
  • Navigating complexities within ESG reporting (fund, portfolio and management company)
  • Properly documenting fees and expenses

Facilitator:
Tracy Pizzi, Partner, Yellow Wood Partners

A speaker photo for Tracy Pizzi

Tracy Pizzi

Partner, Yellow Wood Partners

Read bio
11:45 - 13:15

Roundtable 8 | Approaching valuation methods and protocols in today’s market

  • The macro-environment and its potential impact to valuations
  • What valuation methodologies have been proven successful in this environment?
  • How are firms gathering data from portfolio companies effectively?
  • Mitigating conflicts within the valuations
    • Preparing for the SEC’s focus on
      valuations
  • Striking a balance between the role of the
    investment team and finance team in valuations
Networking lunch break
13:15 - 14:15

Networking lunch break

Roundtable discussions
14:15 - 15:15

Roundtable discussions

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.

14:15 - 15:15

Roundtable 1 | Keeping up with compliance: the new Marketing Rule and other important priorities

Deborah Hodges
  • Marketing Rule follow up: challenges with gross and net performance calculations
    • Are firms prepared for exam questions on the Marketing Rule?
  • Ensuring your internal compliance program can withstand regulatory transformation
  • Getting ahead of and adhering to items on the SEC’s radar (conflicts of interest, cybersecurity, ESG, etc.)
  • Actions firms can take to best prepare themselves for SEC exams (taking mock exams,obtaining recent exam letters, document request lists, etc.)
  • Identifying additional resources to manage the firm’s compliance workload

Facilitator:
Deborah Hodges, Managing Director, Chief Operating Officer, MidOcean Partners

A speaker photo for Deborah Hodges

Deborah Hodges

Managing Director, Chief Operating Officer, MidOcean Partners

Read bio
14:15 - 15:15

Roundtable 2 | Assembling today’s finance and operations teams

Alison Connors, James Jefski
  • Identifying the necessary skills for today’s PE back/middle office professionals
  • Best practices for sourcing candidates in the current job market
  • How is PE managing generational expectations and creating a culture that matches the current working environment?
    • Non-traditional, work hours, hybrid working, salaries, etc.
  • Effectively presenting talent challenges to firm management/partnership
  • Opportunities for growth when a title promotion is not feasible

Facilitators:
Alison Connors, Chief Financial Officer, Third Rock Ventures
James Jefski, Head of North America Alternatives Segment, State Street

A speaker photo for Alison Connors

Alison Connors

Chief Financial Officer, Third Rock Ventures

Read bio
A speaker photo for James Jefski

James Jefski

Head of North America Alternatives Segment, State Street

Read bio
14:15 - 15:15

Roundtable 3 | Utilizing technology to strategically enhance firm functions

Raoul Kamath
  • What focus areas of today’s CFO require more technology adoption to help drive success?
  • Adapting to technology to obtain the most benefits and results
  • Allocating resources properly within the firm
    • How can current platforms be used in various departments?
    • Deciding when to shift gears (hire additional talent, work with new partners or adopt new technology)
  • Properly reviewing whether current systems and partners are aligning with the firms priorities
  • Managing expectations while existing external partners are navigating staffing changes

Facilitator:
Raoul Kamath, Regional Director – Americas, EWM Global

A speaker photo for Raoul Kamath

Raoul Kamath

Regional Director – Americas, EWM Global

Read bio
14:15 - 15:15

Roundtable 4 | Presenting and governing data effectively across the firm

  • Consolidating data from various departments to create a single source of truth and become a better storyteller
  • Determining the level of data analysis/data science knowledge required from the finance team
  • Innovative approaches to data collection
    • Utilizing machine learning & RPA
  • Enhancing connectivity between external
    technology programs and data management
    software
14:15 - 15:15

Roundtable 5 | Navigating LP/GP relationships within finance and operations team

Ed Leitinger, Steven Schaefer
  • Keeping up with investor sophistication (DDQs, ad-hoc questions)
  • What non-investment related information are LPs seeking outside of fundraising?
  • Approaching portfolio monitoring and investor reporting portals
    • How to make them fulfil LP & GP needs?
  • What is the level of detail wanted? (Overall fund performance vs. specific portfolio company data)
  • Working with your IR team to understand where the CFO should be included to satisfy investors
    • CFO involvement during investor and annual general meetings
  • Utilizing LPACs to support and provide insights to management company finance and operations teams
  • Challenges of working with LPs in various geographical locations

Facilitators:
Ed Leitinger, Principal, Withum
Steven Schaefer, CFO, Graycliff Partners

A speaker photo for Ed Leitinger

Ed Leitinger

Principal, Withum

Read bio
A speaker photo for Steven Schaefer

Steven Schaefer

CFO, Graycliff Partners

Read bio
14:15 - 15:15

Roundtable 6 | Involving the CFO in fundraising

Mike Kubacki
  • How are CFOs playing a greater role in supporting deal/IR teams?
    • Providing data to enhance decision
      making
  • Obtaining and using credit lines and facilities
  • How are firms adjusting to the current pace of capital deployment?
  • Adapting to the retailization of PE and new types of investors
  • What items do investors want to learn from the finance and operations team throughout the fundraising cycle?

Facilitator:
Mike Kubacki, CFO, NewSpring Capital

A speaker photo for Mike Kubacki

Mike Kubacki

CFO, NewSpring Capital

Read bio
14:15 - 15:15

Roundtable 7 | Stabilizing firm-wide reporting methods

Tracy Pizzi
  • How are firms handling individual reporting
    requests and formats?

    • Investors: Adopting templates (GIPS,
      ILPA) to create industry uniformity
    • Utilizing software/ technology
    • Outsourcing
  • Ensuring preparedness for SEC questioning
  • Navigating complexities within ESG reporting (fund, portfolio and management company)
  • Properly documenting fees and expenses

Facilitator:
Tracy Pizzi, Partner, Yellow Wood Partners

A speaker photo for Tracy Pizzi

Tracy Pizzi

Partner, Yellow Wood Partners

Read bio
14:15 - 15:15

Roundtable 8 | Approaching valuation methods and protocols in today’s market

  • The macro-environment and its potential impact to valuations
  • What valuation methodologies have been proven successful in this environment?
  • How are firms gathering data from portfolio companies effectively?
  • Mitigating conflicts within the valuations
    • Preparing for the SEC’s focus on
      valuations
  • Striking a balance between the role of the
    investment team and finance team in valuations
Interactive panel discussions
15:15 - 15:45

Track A | Dissecting the technology implementation process

More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

  • Showcasing the value of adopting innovative and new technology to leadership
  • Understanding how teams can prepare in advance of onboarding a new system or provider
  • Developing transparency between external partners and internal teams throughout the implementation process
  • Is it important to have a dedicated IT person to assist with managing the firm’s technology infrastructure?
15:15 - 15:45

Track B | Building a cyber aware culture to reduce risks

More interactive than traditional panel discussions, these sessions start with a 10-minute panel discussion followed by a 20-minute interactive Q&A session where attendees can interact with each other and directly voice their thoughts on some of the most pressing topics.

  • Establishing practical cyber training programs across the firm
    • Ensuring all employees understand their exposure to cyber threats of various sizes
  • How often do firms need to refresh their policies and procedures to stay up to date with the latest actions from bad actors?
  • What role should the firm have in managing third parties and portfolio companies from a cyber perspective?
  • Carefully identifying who internally and externally should have access to sensitive materials
  • Taking inventory of firm sensitive information internally and externally
  • Preparing for SEC focus and potential cybersecurity rule
  • Acquiring proper cyber insurance
Networking break
15:45 - 16:00

Networking break

Think tanks
16:00 - 16:45

Think tank A (GP only) | Pinpointing vendors and systems that align with firm priorities

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.

  • What’s the best place to start when finding the best provider or platform as firms looks to make innovative changes?
    • e., References, word of mouth, research, demos, interviews, etc.
  • Important elements or factors to look for when searching for a new vendors and systems
  • Identifying the right solutions that can carry a firm forward for the long term
    • Determining when to build in-house technologies or utilize a third party
    • Implementing systems and platforms that serve multiple departments
16:00 - 16:45

Think tank B (GP only) | Creating attractive and practical compensation schemes in PE

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.

  • How can firms be creative with their compensation programs?
  • Addressing top concerns from external partners (i.e., LPs and SEC) about investment related compensation tactics
  • Collaborating with firm leadership on classifying compensation practices and guideline
  • Tax considerations for compensation for firms following in various fund structures
16:00 - 16:45

Think tank C (SP only) | How are industry providers keeping up with the current 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.

  • What’s more important? – having innovative or trusted products and services?
  • Supply and demand – ensuring clients of all sizes and workloads are getting their needs met
  • Navigating project management while simultaneously undergoing staffing changes
  • Supporting clients while the market undergoes constant change
  • How does the SEC’s focus on outsourcing and technology effect client relationships?
16:45 - 17:45

End of roundup and offsite dinner reception (invite-only)

2023 Speakers

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

Brian Andruskiewicz

Chief Financial Officer, Sagewind Capital

Bio coming soon...

Alison Connors

Chief Financial Officer, Third Rock Ventures

Alison focuses on strategy and oversight of the financial operations for the funds, management company and early stage portfolio companies. Alison has more than 15 years of financial accounting experience within the biotechnology and life science ind… Read full bio

Susan Gentile

Managing Director and Chief Financial Officer, Advent International

Susan Gentile joined Advent International in October 2022 as Chief Financial Officer and Managing Director. Susan has nearly two decades of experience across financial services. Prior to joining Advent, Susan served as Chief Financial & Administr… Read full bio

Deborah Hodges

Managing Director, Chief Operating Officer, MidOcean Partners

Debbie Hodges currently serves as MidOcean’s Chief Operating Officer and Chief Compliance Officer. Prior to joining the firm, Debbie was Chief Operating Officer of DB Capital Partners. Debbie's interests outside of work include trying new types of ex… Read full bio

James Jefski

Head of North America Alternatives Segment, State Street

James Jefski is a Managing Director and the Regional Head of State Street’s Alternatives Segment in North America. He is responsible for the strategic direction, growth and performance of our hedge and private markets administration service across No… Read full bio

Raoul Kamath

Regional Director – Americas, EWM Global

Raoul collaborates with some of the world’s largest private capital firms, asset managers, banks and insurance companies – to digitally transform their executive incentives, carried interest and partner commitment / co-investment programs. He is a re… Read full bio

Aileen Keaney

Chief Financial Officer, Ethos Capital

Aileen is responsible for overseeing Ethos’ accounting, finance and operations activities. Prior to joining Ethos, Aileen was a Senior Vice President of Finance for Audax Group. During her 21-year tenure, she oversaw the growth of the finance support… Read full bio

Mike Kubacki

CFO, NewSpring Capital

Mike Kubacki is the CFO at NewSpring where he manages and oversees the finance, IT, and infrastructure functions of the Firm. Mike also manages and works closely with the Firm’s Chief Compliance Officer on all compliance matters. Prior to joining New… Read full bio

Kristen Laguerre

Chief Financial Officer and Chief Operating Officer, MPM Capital

Kristen Laguerre, an accomplished operating executive, is a Managing Director and the Chief Financial Officer and Chief Operating Officer at MPM Capital. With over 20 years of financial leadership and management experience in the venture capital indu… Read full bio

Ed Leitinger

Principal, Withum

Professional Experience • Over 17 years of professional accounting experience, specializing in taxation in the alternative investment industry. • Specializes in the alternative investments industry, focusing on providing tax compliance services for h… Read full bio

Erin Mauro

VP Financial Operations, Matrix

Erin Mauro joined Matrix in 2018 to oversee all financial and back-office operations for the firm, bringing with her 15 years of industry experience. Prior to joining Matrix, Ms. Mauro’s most recent experience was managing the outsourced fund adminis… Read full bio

Tracy Pizzi

Partner, Yellow Wood Partners

Tracy is a Partner with Yellow Wood Partners and is responsible for all the financial, operational, and compliance aspects of the firm. Tracy joined Yellow Wood Partners in August 2016 as Chief Financial Officer and was promoted to Partner in 2020. S… Read full bio

Steven Schaefer

CFO, Graycliff Partners

Steve is Graycliff Partners’ CFO, responsible for overseeing the firm’s portfolio administration and finance activities. He joined Graycliff’s predecessor firm HSBC Capital, the US private equity arm of HSBC Group, in 2004. Steve has over 20 years’ e… Read full bio

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.

Venue and hotel


Hyatt Regency Boston Harbor
101 Harborside Drive
Boston, Massachusetts 02128

All conference sessions will take place at the Hyatt Regency Boston Harbor. We are offering hotel rooms with a discount until May 16th, book your room here:

Book now