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

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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

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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…

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

2022 Agenda

Download the agenda to see the timely and relevant topics that were be covered at last 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 - Thursday 17th

Registration
08:30 - 09:25

Registration – Breakfast

09:25 - 09:30

PEI Welcome

Keynote Interview
09:30 - 10:00

Keynote interview

Amy Coleman Redenbaugh, Jennifer Banzaca

Keynote interviewee:
Amy Coleman Redenbaugh, Managing Director, Chief Financial Officer, Thoma Bravo

Interviewer:
Jennifer Banzaca, Senior Reporter, Private Funds CFO

A speaker photo for Amy Coleman Redenbaugh

Amy Coleman Redenbaugh

Managing Director, Chief Financial Officer, Thoma Bravo

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A speaker photo for Jennifer  Banzaca

Jennifer Banzaca

Senior Reporter, Private Funds CFO

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Plenary Session
10:00 - 10:45

Managing inflationary pressures, supply chain disruptions and other economic challenges

Lawrence Aragon, Ryan Randall, Nathan Sanders, Christopher Smith, CFA, Nina Yoo
  • Approaching portfolio company and firm valuations in today’s market
  • How are firms managing increased interest rates and obtaining lines of credit?
  • Are secondaries and continuation funds a solution to consistent GP cash flow?
  • How can GP CFOs advise portfolio companies through economic volatility?
  • Can PE handle a potential recession?
  • Allocating internal and external resources to carry firms forward through an inflationary environment
  • Staying ahead of Federal Reserve and SEC measures tackling inflation in private markets

Moderator:
Lawrence Aragon, West Coast Bureau Chief, PEI Alternative Insight

Panelists:
Ryan Randall, CFO, CCO and Partner, Section Partners
Nathan Sanders, General Partner, Chief Operating Officer, TCV
Christopher Smith, CFA, Partner & CFO, SER Capital Partners
Nina Yoo, Chief Financial Officer, Fengate Asset Management

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

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Morning Break
10:45 - 11:15

Morning Break

Roundup Sessions
11:15 - 12:15

Topic A | Instituting a recipe for success in fundraising

Amanda Coussens, Clara Chang
  • How involved are CFOs & COOs today’s fundraising process?
  • Navigating LP demand for more disclosure
  • Applying historical and current data to make informed investment decisions
  • How are firms catering to both global and emerging LPs?
  • Effects of inflation on private market fundraising
  • How are GPs balancing in-person and virtual fundraises?
  • Evaluating the future of side letters

Facilitators:
Amanda Coussens, CFO, P10
Clara Chang, VP, Finance, DCVC

A speaker photo for Amanda Coussens

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

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A speaker photo for Clara Chang

Clara Chang

VP, Finance

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11:15 - 12:15

Topic B | Approaching internal recruitment and retention in an intense environment

Scott Farden, Stella Ho
  • Enhancing short and long-term employee experiences across the firm
  • Determining the proper amount of back/middle-office staff to carry the firm forward?
  • What skill sets are firms seeking from finance and operations professionals to boost the firm’s capabilities?
  • Surpassing race and gender: increasing diversity, equity and inclusion initiatives to drive employee and investor satisfaction
  • From job posting to candidate acceptance: how are firms engaging in today’s recruitment cycles and practices?
  • Employing alternative internal and external recruitment resources to source talent outside of PE & VC

Facilitators:
Scott Farden, Partner and Chief Operating Officer, Nonantum Capital Partners
Stella Ho, Partner, LightBay Capital

A speaker photo for Scott Farden

Scott Farden

Partner and Chief Operating Officer, Nonantum Capital Partners

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A speaker photo for Stella Ho

Stella Ho

Partner, LightBay Capital

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11:15 - 12:15

Topic C | Refreshing the investor reporting process to correspond with LP and regulatory demands

Blake Bennett, Jennifer Randle
  • How are the back/middle offices responding to ad-hoc requests?
  • What new items are LPs looking to find in quarterly and annual reports?
  • Creating a practical and sustainable repository that satisfies LPs
  • Developing reporting framework to showcase both firm and portfolio company ESG efforts
  • How will the SEC’s proposed rules change investor reporting requirements?
  • Implementing automation to aid the investor reporting process

Facilitators:
Blake Bennett,
Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners
Jennifer Randle, Executive Vice President – Finance and Operations, TCG

A speaker photo for Blake  Bennett

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

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A speaker photo for Jennifer  Randle

Jennifer Randle

Executive Vice President - Finance and Operations, TCG

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11:15 - 12:15

Topic D | Enhancing firm-wide operational efficiencies while adjusting to updated industry norms

Sharon Hwang , Aani Nerlekar
  • Strengthening communication practices across the firm to drive informed decision-making
  • Coping with the loss of intellectual capital as firms and outsourcing partners undergo staffing changes
  • Where do cross-departmental efforts sit within the firm (ESG, IT, data, etc.)?
  • How are firms staffing teams to meet industry and LP demands?
  • Instituting professional development programs and plans to strengthen individual and team-wide skillsets
  • Navigating relationships with service providers in today’s environment
  • How have remote or hybrid working environments evolved for finance and operations teams?
  • Identifying effective technology solutions to help firms make informed decisions more rapidly

Facilitators:
Sharon Hwang, Partner and Chief Operating Officer, MSP Sports Capital
Aani Nerlekar, Senior Director, Solutions Consulting, SS&C Advent

A speaker photo for Sharon  Hwang

Sharon Hwang

Partner and Chief Operating Officer, MSP Sports Capital

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A speaker photo for Aani Nerlekar

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

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Lunch Break
12:15 - 13:15

Lunch Break

Breakout Series I
13:15 - 14:00

Breakout A | Taking a proactive approach to taxes

Jennifer Banzaca, Joshua Cherry-Seto, Dan Drury, Randy Randleman
  • Understanding the latest in pass through state entity taxes and their effect on GPs
  • What’s ahead for carried interest taxes?
  • Enhancing communication efforts with portfolio companies to gather prevalent tax information for the firm and LPs
  • Evaluating available resources to help organize necessary records and documents for the firm and portfolio companies
  • Assessing how the SEC & IRS tax plans on the horizon will impact firm operations
  • Addressing tax challenges and rules when working with foreign investors
  • Is creating an in-house tax team necessary to manage and keep up with the influx of foreign and domestic tax updates?

Moderator:
Jennifer Banzaca
, Senior Reporter, Private Funds CFO

Panelists:
Joshua Cherry-Seto,
Partner and Chief Financial Officer, StartUp Health
Dan Drury, Managing Director, Makena Capital Management
Randy Randleman, Managing Director and Chief Operating Officer, Sumeru Equity Partners

A speaker photo for Jennifer  Banzaca

Jennifer Banzaca

Senior Reporter, Private Funds CFO

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Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

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A speaker photo for Dan Drury

Dan Drury

Managing Director, Makena Capital Management

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A speaker photo for Randy Randleman

Randy Randleman

Managing Director and Chief Operating Officer, Sumeru Equity Partners

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13:15 - 14:00

Breakout B | Assembling a robust IT infrastructure to further expand GP capabilities

Reilly Parker, Adam Handlos , Brendan Marshall, Jared Thear
  • Approaching firm-wide buy when adopting new programs and platforms
  • Is PE fully ready to adopt AI and machine learning capabilities?
  • Determining when to build in-house solutions or outsource?
  • Creating an IT budget that aligns with firm size and evolving growth
  • Evaluating potential cyber risks during implementation periods
  • Should firms hold on to their legacy systems as a backup?
  • What technology solutions are LPs looking for their GPs to have?
  • Tech alert: what tools are available to drive efficiency and decision making?

Moderator:
Reilly Parker, Director, Private Equity Sales, eSentire

Panelists:
Adam Handlos,
Chief Financial Officer, Galvanize Climate Solutions
Brendan Marshall, Founder & CEO, Flow
Jared Thear, CFO, CCO & COO, Western Technology Investment

A speaker photo for Reilly Parker

Reilly Parker

Director, Private Equity Sales, eSentire

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A speaker photo for Adam Handlos

Adam Handlos

Chief Financial Officer, Galvanize Climate Solutions

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A speaker photo for Brendan Marshall

Brendan Marshall

Founder and CEO, Flow

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A speaker photo for Jared Thear

Jared Thear

CFO, CCO & COO, Western Technology Investment

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14:00 - 14:45

Breakout C | Strengthening firm-wide data management practices to help drive strategic growth

Sol Zlotchenko, Gadi Gefen, Nina Labatt, Ivor van Esch
  • Utilizing both qualitative and quantitative data to provide firms and LPs informative insights
  • Increasing data standardization and integration across the back, middle and front offices
  • How are firms for collecting, analyzing, and sharing ESG data with investors?
  • Uncovering additional focus areas to record that will aid in firm advancement (i.e., DE&I and talent management)
  • Keeping up with LP requests for portfolio-company specific data
  • Addressing confidentiality and cyber risk concerns when sharing internal data with external partners
  • Leveraging modern technology to modernize data management and analysis

Moderator:
Sol Zlotchenko, Chief Strategy Officer, Chief Product Officer, Hazeltree

Panelists:
Gadi Gefen,
Chief Financial Officer, Next47
Nina Labatt, Chief Operating Officer & Chief Financial Officer, Section 32
Ivor van Esch, CFO and CCO, Knox Lane

A speaker photo for Sol Zlotchenko

Sol Zlotchenko

Chief Strategy Officer, Chief Product Officer, Hazeltree

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A speaker photo for Gadi Gefen

Gadi Gefen

Chief Financial Officer, Next47

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A speaker photo for Nina Labatt

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

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A speaker photo for Ivor  van Esch

Ivor van Esch

CFO and CCO, Knox Lane

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14:00 - 14:45

Breakout D | The role of finance teams in ESG reporting and development

Jennifer Banzaca, Matt Allessio, Machal Karim, David Smolen
  • Looking beyond the basics: what makes an ESG program unique from the finance and operations perspective?
  • Managing the LP appetite for ESG (data, reporting, due diligence, etc.)
  • Best practices for quantifying ESG data
  • Tying carried interest to ESG metrics
  • Preparing the firm for ESG regulatory requirements as the SEC looks to solidify rules on industry initiatives
  • Enlisting help from third parties to aid in ESG reporting

Moderator:
Jennifer Banzaca, Senior Reporter, Private Funds CFO

Panelists:
Matt Allessio, Head of Growth and Rise Operations, TPG
Machal Karim, Head of ESG, Blue Owl Capital
David Smolen, Partner and Chief Operating Officer, GI Partners

A speaker photo for Jennifer  Banzaca

Jennifer Banzaca

Senior Reporter, Private Funds CFO

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A speaker photo for Matt Allessio

Matt Allessio

Head of Growth and Rise Operations, TPG

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A speaker photo for Machal Karim

Machal Karim

Head of ESG, Blue Owl Capital

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A speaker photo for David  Smolen

David Smolen

Managing Director, General Counsel & Chief Compliance Officer, GI Partners

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Afternoon Break
14:45 - 15:15

Afternoon Break

Think Tank Sessions
15:15 - 16:15

Think tank A (GPs only) | Instituting compensation tactics and incentives that align with a budding market

Suzanne Guthrie
  • How is inflation playing a role in today’s employee compensation efforts?
  • Strategies for incentivizing staff that are not eligible for carry
  • What soft benefits can be added to the total employee package?
  • What additional fund performance compensation methods can firms apply to increase employee earnings across the firm (i.e., phantom carry)?
  • Are remote or hybrid working options must have incentives for today’s talent?

Facilitator:
Suzanne Guthrie, Chief Financial Officer, Maverick Capital

A speaker photo for Suzanne Guthrie

Suzanne Guthrie

Chief Financial Officer, Maverick Capital

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15:15 - 16:15

Think tank B (GPs only) | Navigating a new era of compliance

Patrick Dominguez
  • How often should firms review and revise their policies and manuals?
  • Preparing the firm as new guidelines and rules come into effect (i.e., fee disclosure, side letter agreements, fund indemnification, general investor reporting, etc.)
  • Evolving finance and operations team processes to align with the current regulatory environment
  • Compliance considerations for remote and hybrid employees
  • How are firms overseeing compliance when investing overseas?
  • What cyber rules are in place to protect the firm when working with external parties?
  • Establishing compliance and mitigating conflict of interest with GP family offices?
  • Are third party providers equipped to help firms keep up with increasing cyber compliance efforts?

Facilitator:
Patrick Dominguez, Chief Compliance Officer, Vector Capital

A speaker photo for Patrick Dominguez

Patrick Dominguez

Chief Compliance Officer, Vector Capital

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15:15 - 16:15

Think tank C (GPs only) | Refining cybersecurity efforts at the firm

Pankti Shah
  • How are firms staying ahead of sophisticated bad actors and emerging attack methods?
  • Innovative approaches to continuous internal cybersecurity training
  • What are LPs seeking in both firm and portfolio company cybersecurity policies?
  • Taking stock of all devices in its IT inventory (in and out of the office) to help mitigate cyber risk
  • Efforts to protect the firm when granting external parties access to sensitive materials (encryption, password protected documents, etc.)
  • How to prepare for proposed SEC cybersecurity rules?

Facilitator:
Pankti Shah, VP of Finance, Sumeru Equity Partners

A speaker photo for Pankti Shah

Pankti Shah

VP of Finance, Sumeru Equity Partners

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15:15 - 16:15

Think tank D (GPs only) | Staying ahead-of-the-curve while simultaneously managing daily obligations

Eleena Melamed
  • Where should GPs allocate internal funds to enhance the firm?
  • Enhancing investment offerings to entice LPs while staying true to the firm’s core values
  • Taking a hold of new growth platforms (crypto, blockchain)
  • How are firms growing due diligence efforts?
  • Are PE and VC ready to be more public facing rather than remain private?
  • Alleviating tasks from the CFO & COO agenda to focus on strategic growth
  • Obtaining the proper resources to protect the firm from prospective threats and risks as firms are evolving

Facilitator:
Eleena Melamed, Managing Director and Head of Strategic Operations, The Carlyle Group

A speaker photo for Eleena  Melamed

Eleena Melamed

Managing Director and Head of Strategic Operations, The Carlyle Group

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16:15 - 17:15

Cocktail reception and end of Roundup

Sponsored by:

2022 Speakers

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

Matt Allessio

Head of Growth and Rise Operations, TPG

Matt Allessio has been with TPG since 2016 and is the Head of Growth and Rise Operations. In his current role, Matt oversees portfolio management and analytics as well as financial reporting for TPG’s Growth, Rise, and Rise Climate funds and also wor… Read full bio

Ross Anderson

Vice President, Private Markets Solutions and Business Development, State Street

Ross is a Vice President in State Street, with responsibility for private markets client solutions and product management in Boston. Ross has worked for State Street for over 15 years concentrating on private markets products since 2008, with half hi… Read full bio

Abdul Anwari

Director, Institutional Sales, Backstop Solutions

Because every minute matters, Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients t… Read full bio
Lawrence Aragon, PEI

Lawrence Aragon

West Coast Bureau Chief, PEI Alternative Insight

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’s senior editorial decision-makers and works closely with the Editorial Director US, the Group E… Read full bio

Daniela Arias, CPA

Senior Manager - ESG Services, Crowe LLP

Daniela helps lead Crowe’s growing Environmental, Social and Governance (ESG) services practice in the U.S, serving clients in a broad range of industries including Private Equity, Banking, Professional Services, Manufacturing, and others. As part of… Read full bio

Lynn Atkinson

Chief Operating Officer, Mainsail Partners

Lynn works with Mainsail’s partners to manage the firm, including strategy, culture and team development, business and resource planning and the optimization of internal systems and processes, with the goal of maximizing the value the firm provides t… Read full bio

Krissie Baily

VP Human Capital, MiddleGround Capital

Kristen (Krissie) is a Vice President of Human Capital at MiddleGround Capital, headquartered in Lexington, KY, where she leads the firm's DEI initiatives and manages the Human Capital team. Krissie’s team incorporates talent attraction, talent acqui… Read full bio

Jennifer Banzaca

Senior Reporter, Private Funds CFO

Jen Banzaca is the senior reporter of Private Funds CFO based in New York. She joined the publication in December 2021, covering back-office and operational issues for private funds. Prior to joining PFCFO, Jennifer covered legal, regulatory and comp… Read full bio

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Blake Bennett is the Chief Financial Officer and Chief Compliance Officer of Revelstoke Capital Partners. Prior to joining Revelstoke, Mr. Bennett was the Fund Accounting Manager of KSL Capital Partners, a Denver-based private equity firm where he wa… Read full bio

Clara Chang

VP, Finance

Clara serves as the VP of Finance of DCVC. She joined the firm in 2018 based in Palo Alto. Clara manages the finance and accounting for the Bio funds, the daily operation of the management companies, and the GP and Equity Partner entities. She also o… Read full bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

Joshua Cherry-Seto joined StartUp Health in 2022, responsible for all financial and operating functions. Before StartUp Health, Josh served as Managing Director, CFO & CCO at Blue Wolf Capital Partners for nine years, supporting the firm's growth… Read full bio

Terry Elizabeth Cheyney

Chief Financial Officer, Tribeca Venture Partners

Terry Cheyney is a seasoned finance professional with more than 26 years of finance and accounting experience. She is the Chief Financial Officer of Tribeca Venture Partners (TVP), a NYC-based early-stage venture capital fund, where she oversees the… Read full bio

Brian Chibwe

Chief Financial Officer, Clarion Capital Partners

Prior to joining Clarion Capital Partners, he served as Director of Finance at ORIX Capital Partners, a middle-market private equity firm, where he oversaw finance and investor relations. Prior to ORIX, he served as Chief Financial Officer at Dubin… Read full bio

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

Amanda serves as the Firm's Chief Financial Officer. She is responsible for managing the Firm's financial operations, reporting and cash management. Amanda has been in asset management for over 15 years serving in Chief Financial Officer, Chief Compl… Read full bio

Patrick Dominguez

Chief Compliance Officer, Vector Capital

Patrick is Chief Compliance Officer at Vector Capital and is responsible for regulatory and corporate compliance. Prior to joining Vector in 2021, Patrick was the Director of Investment Adviser Consulting at Gordian Compliance Solutions. Since 2011,… Read full bio

Dan Drury

Managing Director, Makena Capital Management

Dan Drury is a Managing Director at Makena Capital Management (“Makena”), an endowment-style investment firm founded by principals from leading North American investment organizations. Makena currently manages $24 billion through evergreen vehicles d… Read full bio

Scott Farden

Partner and Chief Operating Officer, Nonantum Capital Partners

Scott is a Partner and founding member of Nonantum Capital and serves as the firm’s Chief Operating Officer. In this role, he oversees all non-investment functions for the firm. Additionally, he sits on the Investment Committee as an observing member… Read full bio

Gadi Gefen

Chief Financial Officer, Next47

Gadi brings more than 15 years of leadership and finance experience to his role as CFO at Next47. Prior to joining Next47, Gadi gained 10 years of managerial experience in leading teams in Asia, Europe and the US; recently as Chief Financial Officer… Read full bio

Suzanne Guthrie

Chief Financial Officer, Maverick Capital

Ms. Guthrie serves as Chief Financial Officer of Maverick Capital and Maverick Ventures. She joined Maverick in 2003 as a leader of Maverick’s Hedge Fund Accounting team, with oversight of trade operations, valuation, fund accounting, and financial a… Read full bio

Adam Handlos

Chief Financial Officer, Galvanize Climate Solutions

Adam is the Chief Financial Officer of Galvanize Climate Solutions, a mission driven investment platform built to produce and scale vital climate solutions. Before Galvanize, he was the Chief Financial Officer at Franklin Templeton Private Equity, a… Read full bio

Matthew Harris

Assistant Director and Co-Head, Private Funds Unit, U.S. Securities and Exchange Commission

Matthew Harris is Assistant Director and Co-Head of the SEC’s Private Funds Unit (PFU) within the Division of Examinations, the SEC’s specialized unit dedicated to examining advisers to private funds. Mr. Harris was previously an Exam Manager in the… Read full bio

Stella Ho

Partner, LightBay Capital

Stella Ho is a Partner at LightBay and serves as CFO and CCO, with responsibilities including accounting and finance, compliance, information technology, and human resources. Ms. Ho has over 20 years of experience in the financial services industry.… Read full bio

Sharon Hwang

Partner and Chief Operating Officer, MSP Sports Capital

Hwang is a Partner and COO at MSP Sports Capital, where she oversees the firm’s operations and capital raising functions. Before MSP, Hwang was COO at the Greater Phoenix Economic Council. Prior to GPEC, she held various roles at Turner Impact Capita… Read full bio

Machal Karim

Head of ESG, Blue Owl Capital

Machal Karim is Head of ESG at Blue Owl. Based in New York, she leads Blue Owl’s ESG mandate for both corporate and investment activities. Before joining Blue Owl, Machal was a Manager at British International Investment (formerly CDC Group plc.) bas… Read full bio

Darlene Karis

Director of Human Resources, TA Associates

Darlene directs TA’s human resources efforts, including recruiting, employee benefits, employee relations and training, as well as office administration. Prior to joining TA in 2013, she was a Human Resources Director at Bain Capital, LLC. Darlene st… Read full bio

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

Nina serves as Chief Financial Officer and Chief Operating Officer for Section 32 where she is focused on establishing world-class finance and operations systems and processes, and building and leading best practices for the management of the firm. P… Read full bio

Paul Marnoto

General Counsel, Parthenon Capital Partners

Paul Marnoto is the General Counsel for Parthenon Capital. Prior to joining Parthenon, he was a partner in the Investment Management Group of K&L Gates LLP, where he represented sponsors of middle market buyout, venture capital and hedge funds on… Read full bio

Brendan Marshall

Founder and CEO, Flow

Brendan Marshall is a serial entrepreneur with more than a decade of experience building companies. He is the founder and CEO of Flow, an investment management platform accelerating investor onboarding and management. Outside of work, Marshall volunt… Read full bio

Stuart Mayer

Managing Director, Finance, Insight Partners

Stuart Mayer joined Insight in 2007 and is Principal, Finance. Prior to joining Insight, Stuart was Controller of the private equity division at Sandler Capital Management which he joined in 2003. Stuart began his career as an Auditor and Consultant… Read full bio

Eleena Melamed

Managing Director and Head of Strategic Operations, The Carlyle Group

Eleena Melamed is a Managing Director and Head of Strategic Operations. She is also a member of Carlyle's Operating Committee. Eleena is based in New York. Prior to joining Carlyle, Eleena was most recently at KKR where she was the Head of Business S… Read full bio

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

Aani joined SS&C Advent in 2011 and is based in San Francisco. He brings a wealth of hands-on experience to the team, working closely with prospects in understanding their business needs, as well as functional and technical requirements around th… Read full bio

Reilly Parker

Director, Private Equity Sales, eSentire

Reilly Parker, Director, Private Equity Sales at eSentire, has been arming private equity firms and their portfolio companies with 24/7 threat detection and response capabilities to prevent downtime and eliminate the risk of cyber threats through for… Read full bio

Drake Paulson

Senior Director, Nasdaq Private Funds

Drake Paulson is Managing Director of Nasdaq Private Fund Solutions, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of T… Read full bio

Barnaby Piggott

CEO, Atlas by Holland Mountain

Barnaby has over 20 years of experience working with Private Capital fund managers and investors, throughout Europe and the US. Since launching the ATLAS data platform in 2019, Barnaby has been on a mission to help Private Capital managers on their j… Read full bio

John Pollard, Jr.

Global Chief Compliance Officer, EJF Capital

As Global Chief Compliance Officer of EJF Capital LLC, Mr. Pollard oversees compliance matters and regulatory affairs related to the firm’s investment advisory services. Mr. Pollard also serves as co-chair of EJF’s ESG Committee and is a member of EJ… Read full bio

Jennifer Randle

Executive Vice President - Finance and Operations, TCG

Jennifer Randle is the EVP of Finance & Operations. Jennifer’s responsibilities include the accounting and financial reporting of the organization, as well as various other operational components. Prior to joining The Chernin Group, LLC in 2012,… Read full bio

Randy Randleman

Managing Director and Chief Operating Officer, Sumeru Equity Partners

Randy Randleman is a co-founder, general partner and managing director / Chief Operating Officer of Sumeru Equity Partners. He sits on the firm’s Investment Committee and leads the Portfolio Operations team that drives value creation activity in the… Read full bio

Ryan Randall

CFO, CCO and Partner, Section Partners

Ryan Randall, CFA has been involved in the broader financial services industry for over 25 years, including 10+ years in the investment management industry and brings financial and operating experience in venture-backed financial technology companies… Read full bio

Amy Coleman Redenbaugh

Managing Director, Chief Financial Officer, Thoma Bravo

Amy Coleman Redenbaugh is a Managing Director and Thoma Bravo's Chief Financial Officer. Based in Chicago, she joined the firm in 2008. She is responsible for all finance/accounting, tax, portfolio valuation and financial reporting for the firm. Prio… Read full bio

Dan Rochkind

CFO, Lerer Hippeau

Dan Rochkind is the CFO at Lerer Hippeau, overseeing the firm's finances, operations and infrastructure. Prior to joining, Dan was the COO/CFO of Marker LLC, a New York-based venture capital firm. Before that, Dan was a Principal at the private equit… Read full bio

Nathan Sanders

General Partner, Chief Operating Officer, TCV

Nathan joined TCV in 2014, bringing a combination of investment, technology, and management experience. Prior to joining TCV, Nathan was a part of Bain Capital, with roles on both the private equity investment team and the investor relations team. Pr… Read full bio

Eleanor Selby

Customer Success Manager, Apperio

Eleanor has been in the world of Account Management for nearly 10 years, working across a multitude of sectors and industries. She most recently worked with some of the largest FMCG & Retail brands in the world helping to drive value across their… Read full bio

Pankti Shah

VP of Finance, Sumeru Equity Partners

Pankti is VP of Finance at Sumeru Equity Partners. Previously, she led the finance function at CircleUp for their early-stage venture and credit funds. She has several years of experience across alternative assets leading financial close, budgeting,… Read full bio

Christopher Smith, CFA

Partner & CFO, SER Capital Partners

Christopher Smith (45). Mr. Smith joined SER Capital Partners in 2019 and serves as a partner. He has demonstrated track record in sustainably focused investment over almost two decades, he joined SER Capital Partners to investment in this underserve… Read full bio

David Smolen

Managing Director, General Counsel & Chief Compliance Officer, GI Partners

David Smolen is the Managing Director, General Counsel & Chief Compliance Officer of GI Partners. Mr. Smolen chairs the Firm's ESG Committee. Prior to joining GI Partners, Mr. Smolen was Senior Counsel & Chief Compliance Officer at Silver Lak… Read full bio

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

Jason is the Chief Financial Officer at Gauge Capital, where he leads the firm’s finance, accounting, financial reporting, and tax functions. He previously held several senior roles at TPG Capital and served as the Chief Financial Officer for a large… Read full bio

John Stephens

Partner & Chief Financial Officer, US, Pomona Capital

John Stephens is a Partner and Chief Financial Officer of Pomona, and is responsible for all aspects of the firm’s day-to-day finances and operations. John is a member of Pomona’s Investment Committee, and chairs its Valuation Committee. Before becom… Read full bio

Jared Thear

CFO, CCO & COO, Western Technology Investment

Prior to joining WTI in 2021, Jared led the asset management group for Deloitte’s audit practice in the Northwest region. He has over twenty one years of professional experience serving private equity, venture capital, hedge funds, financial technolo… Read full bio

Kristy Trieste

Founding Partner, Chief Financial Officer & Chief Compliance Officer, Motive Partners

Kristy Trieste is part of the founding team and joined Motive Partners in 2017, where she is a Founding Partner, Chief Financial Officer and Chief Compliance Officer leading the Motive Finance, Operations, Legal and Compliance and Human Capital funct… Read full bio

Ivor van Esch

CFO and CCO, Knox Lane

Ivor van Esch serves as Chief Financial and Compliance Officer at Knox Lane where he focuses on the firm’s finance, compliance, operations, portfolio monitoring, and ESG functions. Before joining Knox Lane, Mr. van Esch served as Head of Investment O… Read full bio

Dino Verardo

Chief Operating Officer & Chief Financial Officer, Sageview Capital

Dino Verardo is responsible for overseeing the financial, operational, accounting, and compliance functions of Sageview Capital. Prior to joining Sageview in 2008, Dino was a Product Controller at Sailfish Capital Partners L.P., a fixed-income hedge… Read full bio

Sherwyn Williams

Head of IT & Cybersecurity, Siris Capital

Sherwyn Williams, CISSP, is the Head of Information Technology and Cybersecurity at Siris Capital Group, LLC. He has over 10+ years of experience in systems security, risk assessments, vulnerability management, and remediation while working with orga… Read full bio

Nina Yoo

Chief Financial Officer, Fengate Asset Management

Nina Yoo is the Chief Financial Officer of Fengate. She has more than 15 years in the asset management and finance industry. She joined the firm’s infrastructure business in 2009 and progressed into more senior roles throughout the organization until… Read full bio

Sol Zlotchenko

Chief Strategy Officer, Chief Product Officer, Hazeltree

Sol Zlotchenko has spent over 20 years starting, running and growing businesses in FinTech. After early career positions as a technologist at Goldman Sachs and CTO of Alexandra Investment Management, he co-founded the investment management solutions… 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.