Driving success through data and technology

The Private Funds CFO Network will gather the industry’s top finance and operations leaders at the Data and Technology Forum on October 8-9, 2024 in San Jose, California.

Build lasting relationships and discuss opportunities that will help take your firm to the next level. Benchmark with peers on key topics, such as:

  • Maintaining LP relationships
  • Assembling a robust technology infrastructure
  • Building top tier finance teams
  • Managing through growth & scaling firm operations
  • And more …

With the SEC cracking down on private funds advisors and a macro environment consistently throwing curveballs at the best laid plans, there has never been a better time to join the Private Funds CFO Network at the Data and Technology Forum.

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

Join us

I am a CFO, COO, and/or CCO of a private fund manager

As part of the Private Funds CFO Network, the Forum is built for you to connect in-person with an elite crowd of peers. Earn CPE credits while learning how to improve finance and operations efficiency at your firm.

Learn more

I am a service provider to private funds managers

The Forum provides a select number of vetted vendors the opportunity for thought-leadership, branding, and access to an audience exclusively made up of the most influential finance and operations executives.

Learn more

2023 keynote speakers

Kesha Cash
General Partner
Impact America Fund


Keynote speaker Kesha Cash, discussed Impact America Fund’s investment strategy, historic fundraise, and vision for growth. She also discussed market trends, economic and political factors, and operating environment for private markets in the next 12 months.


Fred Ebrahemi
Chief Operating Officer, Partner, and General Counsel
Clearlake Capital Group


Day 2 keynote speaker, Fred Ebrahemi discussed his experiences as Clearlake grew from $1B vs. $70B AUM.  He shared tips for managing through growth, where they struggled as they grew, what he wished he’d know while they were scaling, and what successes he was most proud of.

2023 Featured speakers

View all speakers
View all speakers

2023 agenda highlights

Agendas for the Private Funds CFO Network forums are built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provide relevant information to impact processes and practices within firms, such as:

  • Maintaining LP relationships: how to fundraise when you’re not fundraising
  • Assembling a robust technology infrastructure
  • The dynamic challenges of fund finance amidst bank turmoil and a high interest rate environment
  • Building top tier finance teams: aligning skillsets and compensation in today’s labor market
  • Managing through growth & scaling firm operations

Download the 2023 agenda

2023 attendees included:

ACME Capital
Akira Partners
Arsenal Capital Partners
Atomic Labs
Avante Capital Partners
B Capital Group
Black Diamond Capital Management
Caltius Capital Management
Clearlake Capital Group
ECP Private Equity
Emerald Lake Capital Management
Equilibrium Capital Investment Management
Excellere Capital Management
Fengate Capital Management
Flourish Ventures
Freeman Spogli & Co.
Galvanize Climate Solutions
Gopher US Asset Management
Gryphon Investors
Lasalle Capital Group
LightBay Capital
LongRange Capital
Maverick Ventures
Mercato Partners
NewView Capital
Pfingsten Partners
Quad-C Management
Reach Capital
The Sterling Group
Vista Equity Partners

What our attendees love about our Forum

Kristine O'Connor

Franklin Park

The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…

Read full testimonial

Joseph Riley

Psilos Group

This is the premier event for CFOs and COOs in private equity. I love the ability to see/hear peers and industry leaders in one event

Jesse M Burwell

RLJ Equity Partners LLC

The event is great for networking and discussing and discovering best practices for PE CFOs.

2024 agenda

Download the 2023 agenda to get a glimpse of what the Forum will look like. If you are interested in a speaking role for 2024, please contact Nikki Gale at Nikki.g@pei.group.

2023 Speakers

Contact Nikki Gale at Nikki.g@pei.group for speaking opportunities in 2024.

Shiraz Allidina

Managing Director, Citco Capital Solutions, Citco Fund Services

Chris Aronis

Chief Revenue Officer, Drawbridge

Ken Aseme

CFO, MaC Venture Capital

Brandon Baudin

Chief Financial Officer, The Sterling Group

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Tim Buchner

COO of Alpha for Private Markets, State Street

Steve Bullock

VP of Financial Services, Kyriba

Carolyn Campbell

Managing Partner and COO, Emerging Capital Partners

Kesha Cash

General Partner, Impact America Fund

Adam Childers

Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.

Ben Collins

Senior Director, Financial Services Industries Marketing, Sage

Larry Cook

Senior Vice President of Global Operations and Finance, Flourish Ventures

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

Louis Crasto

Sr. Director, RSM

Jackie Dao

CFO, Reach Capital

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Mike Derrick

Chief Financial Officer, ACME Capital

Simba Dutt-Mazumdar

Managing Director - Accounting & Reporting Advisory, Stout

Fred Ebrahemi

Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group

Cesar Estrada

Private Markets Segment Head, Arcesium

Paul Fielding

Chief Operating Officer, General Catalyst

Gadi Gefen

Chief Financial Officer, Next47

Michaele Gobel

CFO, Equilibrium Capital

Elise Gray

Head of CFO & Accounting Service Delivery, IQEQ

Adam Handlos

Chief Financial Officer, Galvanize Climate Solutions

John Herr

Chief Financial Officer, Francisco Partners

Ted Hill

General Partner and Chief Financial Officer, B Capital Group

Stella Ho

Partner, CFO & CCO, LightBay Capital

Frank Hodas

Senior Vice President – Finance, Paladin Capital Group

Chris Iorillo

Chief Financial, Legal & Compliance Officer, Freeman Spogli

Priya Iyer

Chief Executive Officer and Board Member, Concertiv

Brent Kelley

CFO and CCO, North Hudson Resource Partners

James Kerr

General Counsel & Chief Compliance Officer, Bow River Capital

Sophia Lee

Senior Vice President, Riverwood Capital

David Ludwig

Regional Director, Americas, EWM Global

Johnny Minassian

Partner, Financial Services and Investment, Withum

Kevin Neubauer

Partner, Seward & Kissel

Catherine Ollwerther

Vice President, Compliance and Counsel, AB CarVal

Ryan Parker

Chief Financial Officer, Mercato

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.

Tom Pierce

Partner, Chief Financial Officer, Chief Compliance Officer, Sorenson Capital

Rama Ramachandran

Chief Technology Officer, Black Diamond Capital Management

Michele Reing

Chief Financial Officer, Chief Operating Officer & Chief Compliance Officer, LongRange Capital

Paul Schoper

Managing Director, Head of Fund Finance Group, Wells Fargo Corporate & Investment Banking

Derek Shanahan

Strategic Partnerships Director, Juniper Square

Mark Shang

CFO, Banneker Partners

Vicky Shum

Chief Operating Officer, WiL (World Innovation Lab)

Aaron Simkovich

Managing Director and Chief Financial Officer, Maranon Capital, L.P.

Christopher Smith, CFA

Partner & CFO, SER Capital Partners

Chris Sparenberg

Director, Commercial Strategy, S&P Global Market Intelligence

Albert C. Tan

Partner and Co-Head of Fund Finance, Haynes Boone

Lance Taylor

Partner and Chief Financial Officer, HGGC

John M. Van Der Wal

Senior Director, Compliance Advisory, COMPLY

Michael Walfish

Founder, Walrus Security

Eric Wauthy

Managing Director and Chief Financial Officer, Caltius Capital Management

Brianna Wener

CFO, Avante Capital Partners

Matt Whelan

CFO & Managing Director, Finance Group, Gryphon Investors

Bessie Wu

CFO and CCO, NewView Capital

Elizabeth Yates

Director, Investor Relations, Thoma Bravo

Weiheng Zhang

CFO, AngelList

Connect with CFOs, COOs and their teams

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.

Join an ecosystem of trusted peers

The Data and Technology Forum is part of the Private Funds CFO Network’s year-round program of events and connections built for finance and operations executives to share best practices.

Members connect at large-scale events, like the Data and Technology Forum, and continue their experience across the year. You can join intimate roundtables, receive exclusive introductions to peers and vendors, and access to credits for continuing professional education.

The mission is simple: connect, empower, and support finance and operations leaders.

Your learning and networking extend beyond the Forum

As a member of the Private Funds CFO Network and Data and Technology Forum attendee, you have year-round access to an unrivalled community of private markets finance, operations, and compliance leaders. Once you have completed your profile, our expert Network Managers and AI tools will help you build a circle of trusted peers.

Step 1

Complete your profile

Your profile opens a world of networking and tailored invitations. Our team and AI tools will match you to relevant content and people.

Step 2

Prepare for the Data and Technology Forum

Use the networking and content platform to see who else is attending the Forum, connect with peers, and stay up to date with trends ahead of the Forum.

Step 3

Continue earning CPE credits and networking

Your membership gives you 12 months access to peer-led networking and the opportunity to earn CPE credits.

Membership benefits


Access private interest groups that will allow you to engage in lively discussions with your peers.

Live events

Unlock access to high-impact connections at our in-person events.

Tailored connections

Take the guesswork out of networking with personalized, suggested connections to other CFOs.

Network directory

Save time and increase productivity by creating priceless relationships.

Knowledge hub

Knowledge hub

Gain insights on trends and learn how your peers are solving issues in real time.

Virtual think tanks

Discuss issues, and navigate new regulations pertinent to you all year long.

virtual think tank

Virtual think tanks

Discuss issues, and navigate new regulations pertinent to you all year long.

Tailored connections

Take the guesswork out of networking with personalized, suggested connections to other CFOs.

tailored connections

Live events

Live events

Unlock access to high-impact connections at our in-person events.

Marriott Union Square
480 Sutter St.
San Francisco, CA, 94108

All conference sessions will take place at the Marriott Union Square. We are offering hotel rooms with a discount.

Book a room