Driving the future of private fund finance and operations
The Private Funds CFO Europe Forum returns to London on 15-16 November 2023.
You’ll hear from industry-leading heavyweights and influential figures across private markets.
The Forum will bring together operations and finance professionals across all key asset classes while giving you the opportunity to network with and benchmark against your peers.
Why the Private Funds CFO Europe Forum?
Build your network
Build lasting relationships and compare best practices with over 200 of your peers across two days of interactive sessions and networking opportunities
Unrivalled content
Hear from leading experts as they offer a mixture of insightful, data-driven presentations, topical panel discussions and interactive debates.
Hear from industry leaders
Network and learn from leading CFOs, COOs and senior finance executives. Past attendees include Blackstone, CapVest, Glendower Capital, and more.
2022 agenda themes
- Continued ESG & SFDR integration in fund finance and operations
- Private market movements: Increasing democratisation, hybrid fund dynamics, emerging strategies and more
- Cyber threats and challenges for private funds in an insecure and uncertain world
- Best practice for dealing with demands from increasingly sophisticated underlying investors
Hear from industry-leading speakers
2022 attendees included:
What our attendees say about the Forum
Vantage Infrastructure
Alex Geach, Finance Director
An excellent conference offering a wide range of relevant panel discussions and the opportunity to effectively network
NTR
Marie Joyce, Chief Financial Officer
An excellent mix of peers – never a wasted journey to this conference, learn something new and make new connections every time
StepStone Group
Stephen Penny, Partner & CIO
Great coverage of current relevant topics for COOs/CFOs with good balance between high-level intro to broader issues and deep dives into most topical issues
2022 Agenda
Download the agenda to see the timely and relevant topics that were covered at last year’s Forum.
If you are interested in a speaking role for 2023 please contact contact Hannah Ogun at hanna.o@pei.group.
View agenda page
Agenda
PEI Private Fund CFO/COO Forum 2022 - Day 1 - Tuesday 15th
08:00 - 08:40
Registration
Plenary
08:40 - 08:45
Chairperson’s Welcome Address for the PEI Private Fund CFO/COO forum
Simon Shipgood
08:45 - 09:25
What an unpredictable world means for private fund managers
Jack Sirett,
Angus Donaldson,
Isha Doshi,
Steven Dunne
Panel Discussion
- The macro-economic view: how high inflation and interest rate volatility is being monitored
- Inflationary impact on valuations, sub-lines, carried interest, taxation and more
- How are finance and operational executives planning for the near future in the face of this uncertainty?
- Geo-political considerations and challenges
Moderator: Jack Sirett, Partner, Ebury
09:25 - 09:45
Keynote presentation: How to become a rockstar CFO
Peter McKenzie
09:45 - 10:25
Examining private market evolution: how CFOS & COOs are adapting
Julie Nedellec,
Tim Brooks,
Nathan Brown,
Niyamat Fazal,
Stephan Plagemann
Panel Discussion
- How asset classes are increasingly blending and why a holistic approach is becoming more common for fund managers
- Emerging strategies – what new investment vehicles are being pursued by GPs? How is this affecting complexity from an operational and finance perspective?
- Fund structuring trends – open ended, closed ended, liquidity, and how this increasing variation is keeping CFOs and COOs busy
Moderator: Julie Nedellec, Head of UK Private Capital Solutions, BNP Paribas
10:25 - 10:45
Interview: The future of carry and compensation
Simon Shipgood,
Dean Horton
- Staying on top of a transformative area of finance
- How will macro trends, taxation and government action affect carried interest?
- The ongoing efforts of digitalisation and what this means for carry and compensation across different organisations
- Will the trigger be pulled when it comes to linking ESG and carry? If so, how will this manifest?
10:45 - 11:20
Networking break
Plenary
11:20 - 12:00
ESG mobilisation: what will challenging times ahead mean for its momentum?
Hina Ahmad,
Rehab Al-Lawati,
Sam Renshaw,
Daljit Sandhu,
Snehal Shah
Panel Discussion
- Will ESG integration continue at the desired rate in this difficult macroeconomic and geopolitical environment?
- How funds can overcome external pressures and challenges to achieve their environmental, social and governance goals
- ESG sub-line development & manifestation across private assets
- Impending ESG regulation: a help or a hindrance when it comes to making an impact?
Moderator: Snehal Shah, Reporter, New Private Markets
Rehab Al-Lawati
Chief Operating Officer, Oman Infrastructure Investment Management (OIM) – Co GP of Rakiza (“Rakiza”)
Read bio
12:00 - 12:35
The ever-evolving human capital landscape: recruitment, retention, rewarding and more
Richard Urban,
Daniel Bartsch,
Maqbool Mohamed,
Kishan Sammani
Panel Discussion
- The responsibility of business leaders in 2022 and beyond when it comes to HR and human capital
- Incentivising talent in a new world of work
- How understanding of D&I is evolving and impacting internal and external decisions and operations
- Assessing the array of tools, technologies and advice available as the private markets continue their progression in human capital
Moderator: Richard Urban, Director, Rivington Pike
12:35 - 13:15
Debate: Integration optimisation across a multi-layered enterprise
Nicholas Clapham,
Manoj Jain,
Lindsey Ord,
James Smith
- How scaled growth, holistic asset approaches and consolidation are increasing the complexity of cross-business integration
- Systems and control integration across multiple functions
- The human element: how can COOs & CFOs nurture a cultural and behavioural blend to match their integration objectives?
- Streamlining processes, automating and consolidating information across best of breed systems
Moderator: Nicholas Clapham, Senior Vice President, Global Head of Sales (Alternatives), State Street
13:15 - 14:15
Lunch and networking break
Stream A
14:15 - 14:50
Private asset valuations in a changing world
Patrick McCullagh,
Paul Cunningham,
Dean Horton,
Nick Latner,
Vincenz Rentsch
- What market and economic conditions have had the biggest impact on valuations in recent times?
- How are finance teams adapting their approach to valuations across private assets?
- Working collaboratively with third-parties
- Increased scrutiny around due diligence and the overall pre-investment process
Moderator: Patrick McCullagh, Managing Director, Alter Domus
15:00 - 15:20
Assessing the global regulatory landscape for private assets
Graham Bippart,
George Ralph
- Does increased SEC focus spell increased regulation? Will private capital face similar levels of regulation to public markets in years to come?
- How can private fund GPs prepare for this and ease the burden for their clients? Best practice and tips when it comes to technology, data and transparency
- Managing increasing compliance demands in Europe in the face of consolidation and fund complexity across multiple jurisdictions
- What directives and demands to be aware of heading into 2023 and beyond
Moderator: Graham Bippart, Editor, PEI Media
15:20 - 16:00
Preparation for SFDR & EU taxonomy: dealing with client demand
James Duffield,
Amandeep Singh Johal,
Maido Lillemets,
Priya McVeigh
- As LPs mobilize for impending regulation, how have GPs dealt with demands from their clients so far in 2022?
- What’s coming down the line in regards to reporting and compliance?
- Best practice and top tips for CFOs and COOs to streamline & optimise these compliance processes in the ESG transition
Moderator: James Duffield, Director, Aztec Group
Stream B
14:15 - 14:50
Digging into the data: establishing a successful firm-wide strategy
Rich Itri,
Justin Partington,
Sahem Gulati
- Why data quality & assurance is integral and how to achieve it
- Overcoming data sourcing challenges in private markets
- Why the fuss? How quality data can influence investment decisions, reporting, operational capacity and more
- Consolidating data across platforms and asset classes as managers adopt a more holistic approach to private markets
Moderator: Rich Itri, Chief Innovation Officer, ECI
14:50 - 15:25
Gaining a competitive edge: how to ease the fund administration burden
Jonathan Connelly,
Charlotte Henderson,
Gaurav Saxena
- Staying on top of the latest global and regional trends in fund administration
- How third parties are adapting to increased fund complexity across assets
- Vendor selection and monitoring challenges
Moderator: Jonathan Connelly, Associate Director, Holland Mountain
15:25 - 16:00
Portfolio monitoring – trials, tribulations, tips & techniques
Hank Boggio,
Ben Adler,
Mandar Kulkarni,
Amit Mistry
- How portfolios are evolving in private markets and becoming increasingly multi-faceted
- Biggest challenges facing GPs when it comes to monitoring
- Technologies – in-house vs outsourcing, best tools, integration and more
- Best practice for working across teams internally for optimum monitoring, reporting & service
Moderator: Hank Boggio, Chief Commercial Officer, Cobalt, a FactSet Company
16:00 - 16:30
Networking break
Plenary
16:30 - 17:00
Interactive debate: What does the working day of the future look like?
Ash Hall,
Raxita Kapashi,
Ksenia Kokareva
- Assessing the merits and limitations of different models & approaches
- Legacies from the remote working era
- Finding the right balance – considerations for the organisation, teams and individuals
- Predictions for 2023 and beyond
17:00 - 17:45
Off the record - audience roundtable discussions over drinks:
Debojit Mukherjee,
Rich Itri,
Mandar Kulkarni,
Alex Geach,
Slade Spalding,
Juri Pervjakov,
Cameron Price
- How private markets are catching up when it comes to data management and analytics facilitated by Rich Itri, Chief Innovation Offer, ECI
- Incorporating D&I with impact into your recruitment and retention strategy facilitated by Debojit Mukherjee, COO, Agilitas Private Equity
- Operational challenges for emerging and small-scale managers facilitated by Mandar Kulkarni, Partner, CFO & COO, Cap10 Partners LLP
- Coping with increasing taxation complexity facilitated by Alex Geach, Finance Director, Vantage Infrastructure
- The rise and rise of fund finance facilitated by Slade Spalding, Chief Investment Officer, No Limit Capital
- Managing side letter requirements
- Evolving cyber security strategies for private funds facilitated by Juri Pervjakov, Finance & Technology Director, BaltCap
- In-house vs outsourcing and technology/software selection facilitated by Cameron Price, Chief Operating Officer, Vantage Infrastructure
17:45 - 19:00
Networking drinks reception
Agenda
PEI Private Fund CFO/COO Forum 2022 - Day 2 - Wednesday 16th
08:00 - 08:45
Registration
Plenary
08:45 - 09:45
Private think tanks – asset classes
Shuli Levy,
Neil Smith,
Colm Walls,
Melinda Knatchbull
- CFOs & COOs in private equity Facilitated by Shuli Levy, CFO/COO, Expedition Growth Capital
- CFOs & COOs in private debt Facilitated by Neil Smith, COO, Invest & Fund
- CFOS & COOs in infrastructure Facilitated by Colm Walls, CFO, Iona Infrastructure
- CFOs & COOs in real estate Facilitated by Melinda Knatchbull, CFO & COO, Immobel Capital Partners
09:45 - 09:50
Chairperson’s day 2 welcome
Graham Bippart
09:50 - 10:30
The democratisation of private markets and its impact on operational models
Richard Drew,
Gilad G. Amir,
Maike Haase,
Aaron Kienwald
- Examining the trend of retail wealth entering the private markets
- How will this continue to evolve over the coming years?
- Across the business model: how will this affect how private fund managers operate?
Moderator: Richard Drew, Group Product Development Director, IQ-EQ
10:30 - 11:00
Interview: Blockchain technology & tokenization: enabling access for retail wealth?
Brian Kane ,
Amir Uddin
- How can blockchain tech & tokenization revolutionise how individuals and enterprises access to private markets?
- Making illiquid assets liquid: How loans and real estate are driving the evolution
- What this requires from a technology, operational and resource perspective
- Lessons to be learnt from public market funds and other industries
Moderator: Brian Kane, Director Capital Markets and Origination, CrossLend
11:00 - 11:30
Networking break
Plenary
11:30 - 12:00
Exclusive PEI Fees & Expenses Survey presentation
12:00 - 12:40
Embedding efficient risk management across your organisation and beyond
Graham Bippart,
Steve Darrington,
Nigel Diesveld ,
Eric Huttman,
Marie Joyce
Panel Discussion
- How different elements of risk are evolving as private markets become more sophisticated
- Best practice when it comes to nurturing a risk-savvy workforce
- CFOs, COOs and CROs roles in risk management beyond the organisation – third parties and within the portfolio
Moderator: Graham Bippart, Editor, PEI Media
12:40 - 13:00
Closing Interview: The future of fundraising operations
Daniel Schieferdecker,
Tavneet Bakshi
- What does fundraising look like for your organisation now?
- Will it stay this way or transform again?
- What CFOs and COOs contribute and how this can vary as investors become more sophisticated and diverse
- Working collaboratively with your investor relations and sales colleagues
Moderator: Daniel Schieferdecker, Sales Specialist Private Markets, Nasdaq Private Fund Solutions
13:00 - 14:00
Networking lunch and close of conference
Pre-Event Resources
2022 Speakers
If you are interested in a speaking role for 2023 please contact contact Hannah Ogun at hanna.o@pei.group.
Ben Adler
Finance Director, IQ Capital
Ben joined IQ Capital in March 2022. As Finance Director, he is responsible for all financial activities, including all aspects of fund operations and reporting to investors, developing fund and portfolio strategy, the monitoring of portfolio perform… Read full bio
Hina Ahmad
Senior Managing Director & Chief Operating Officer, Capital Dynamics
Hina is a Senior Managing Director, Chief Operating Officer and member of the Executive Committee. She is also a member of our Responsible Investment Committee – Truly Invested® in Diversity & Inclusion (“D&I”). Prior to joining us, she was a… Read full bio
Rehab Al-Lawati
Chief Operating Officer, Oman Infrastructure Investment Management (OIM) – Co GP of Rakiza (“Rakiza”)
Rehab is the Chief Operating Officer of OIM and the Chairman of the ESG Committee of the Rakiza. She has over 17 years of experience in investment and operations. Exceptionally skilled in private equity and investments with local, regional and intern… Read full bio
Gilad G. Amir
Digital Operating Partner, Pollen Street Capital
Gilad joined Pollen Street in May 2018 as an EIR and came on board as Digital Operating Partner in September 2020 with a focus on supporting the digital transformation of the portfolio companies and supporting the Private Equity team with the pre/pos… Read full bio
Tavneet Bakshi
COO, Signal Capital Partners
Tavneet Bakshi is a Partner of Signal Capital Partners. Previously, Tavneet was a Partner at FIRSTavenue, where she was Head of their EMEA business whilst also leading many of the firm’s private credit and infrastructure fundraisings. Prior to this,… Read full bio
Daniel Bartsch
Co-Founder and CFO, creditshelf
Daniel has over 15 years of experience in the international consulting and banking sectors. His latest position before creditshelf was with a leading global investment bank, where he was responsible for institutional sales of bond and equity products… Read full bio
Graham Bippart
Editor, Private Funds CFO, Private Equity International
Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio
Hank Boggio
Chief Commercial Officer, Cobalt, a FactSet Company
Hank is responsible for leading Cobalt, a FactSet Company’s commercial activities along with managing the firm’s sales, marketing and business development initiatives. He has more than 30 years of experience driving rapid growth and profitability for… Read full bio
Tim Brooks
Head of Business Operations, MassMutual
Tim Brooks is the Head of Business Operations for MassMutual’s Direct Private Investments strategy, overseeing a team responsible for all non-investment related aspects of the business, including the structuring of loans and other investments, servic… Read full bio
Nathan Brown
Chief Operating Officer, Arcmont Asset Management
Nathan Brown is the Chief Operating Officer of Arcmont Asset Management, having previously held the same position in BlueBay’s Private Debt group where he worked from 2018. Prior to BlueBay, Nathan was the founder and CEO of VGB Consulting Limited. P… Read full bio
Nicholas Clapham
Senior Vice President, Global Head of Sales (Alternatives), State Street
Nicholas is a Senior Vice President / Senior Managing Director & Global Head of Sales – Alternatives. Nick relocated from London where he previously covered EMEA to drive the development of State Street’s Alternatives business throughout North Am… Read full bio
Jonathan Connelly
Associate Director, Head of Back Office Consulting, Holland Mountain
Jonathan is a Private Capital fund and corporate accounting expert, with 10 years of financial services and accounting experience. As the Head of Holland Mountain’s Back Office practice, Jonathan leads all fund and corporate accounting engagements, m… Read full bio
Paul Cunningham
Chief Financial Officer, Helios Investment Partners
Mr. Cunningham has overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities. An experienced private equity finance and admini… Read full bio
Steve Darrington
CFO, Phoenix Equity Partners
Steve has been a Partner at Phoenix since 2001, Steve is Chief Financial & Risk Officer and sits on Phoenix’s Board & Management Committee. Steve is also a director of the Phoenix Boards in Guernsey. Before Phoenix, Steve held senior finance… Read full bio
Nigel Diesveld
CFO & CRO, HPE Growth
Nigel is the Chief Financial Officer and Chief Risk Officer at HPE Growth and is part of the Management Team. In his role, he focuses on HPE Growth’s Operations Team, providing leadership to (portfolio) controlling & reporting and accounting func… Read full bio
Angus Donaldson
COO, Newstead Capital
Angus is a founder and COO of Newstead Capital. Newstead Capital is a UK based provider of private credit. The Newstead Capital Real Estate Lending fund lends specifically to real estate developers in the UK and Europe. He has 25 years’ experience in… Read full bio
Isha Doshi
CFO, TLG Capital
Isha is a Partner and CFO at TLG Capital. She served as COO from 2009 until 2017 and was responsible for the set-up and operations of the company. She headed the restructure of TLG into a permanent capital vehicle in 2012 and launched the Africa Grow… Read full bio
Richard Drew
Group Product Development Director, IQ-EQ
Rich is responsible for building IQ-EQ’s product and service offerings across its core client segments. He is particularly focused on how IQEQ can leverage technology and data to support clients to meet market demands. Before joining IQ-EQ, Rich was… Read full bio
James Duffield
Director, Aztec Group
James heads up our Group business development initiative across all core services and major asset classes, working alongside the Group’s board, executive and product development committees to determine our commercial focus and new business strategy.… Read full bio
Steven Dunne
Senior Partner, Frog Capital
Steven has 25 years of private equity experience gained within private equity firms, as CFO/COO of private equity and venture capital backed companies taking them through to exit, as well as PE M&A exposure in investment banking (HSBC). He joined… Read full bio
Niyamat Fazal
CFO, DWS Infrastructure
Niyamat is the CFO of DWS Infrastructure. DWS Group GmbH & Co. KGaA (DWS) is one of the world’s leading asset managers with €662 billion of assets under management as of 31 December 2018. As part of the Alternatives platform, the direct infrastru… Read full bio
Alex Geach
Finance Director, Vantage Infrastructure
Alex is the Finance Director at Vantage Infrastructure. He is responsible for the Corporate Finance Function of the group, covering all aspects of financial management, including management accounting and reporting, budgeting, Treasury and Regulatory… Read full bio
Sahem Gulati
Head of Strategy & Consulting, Private Assets, M&G Investments
Sahem joined M&G Investments in May 2021 and leads the Strategy & Consulting team for the Private Assets business. He has over 10 years’ industry experience and is passionate about driving positive change within businesses with extensive expe… Read full bio
Maike Haase
Operating Partner & CFO, Magnetic
Maike is Operating Partner & CFO at Magnetic, a Berlin-based Venture Capital Platform. Prior to Magnetic, Maike has been Head of Investor Relations & Fund Finance at Project A Ventures. The last two and a half years Maike was a Director at Br… Read full bio
Ash Hall
Senior Partner, Alpha FX
Ash has over ten years’ experience providing financial solutions to the alternative investment industry. In 2017 he co-founded the institutional division of Alpha FX, delivering a service offering focused exclusively on solving the challenges faced b… Read full bio
Charlotte Henderson
Chief Operating Officer and General Counsel, All Seas Capital
Charlotte Henderson is the Chief Operating Officer and General Counsel at All Seas Capital. Charlotte has 16 years’ experience as a debt finance and M&A lawyer, over half of which were in asset management firms. She has worked on several high-pro… Read full bio
Dean Horton
Chief Financial Officer, Old Mutual Alternative Investments
Dean joined OMAI as CFO effective April 2022 and is responsible for the oversight of the financial management and financial reporting functions, including business planning. He works closely with the various business units to understand, develop and… Read full bio
Eric Huttman
CEO, MillTechFX by Millennium Global
As CEO of MillTechFX, Eric has overall responsibility for the management of the firm, and for implementing the strategic direction of the business set by the Board of Directors. Before establishing MillTechFX, Eric managed currency portfolios for ove… Read full bio
Rich Itri
Chief Innovation Officer, ECI
Rich Itri is Chief Innovation Officer at ECI. Rich has over 22 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining ECI, Rich was Managing Director and Chief Technology Offi… Read full bio
Manoj Jain
Director – Group Finance Operations, 3i Group Plc
Manoj joined 3i in 2011 and is Director, Group Finance Operation based in London, and leads Finance Operations team. He is responsible for financial reporting and operations for 3i funds, investment portfolio, Regulatory reporting, investment structu… Read full bio
Amandeep Singh Johal
Legal Counsel Portfolio Governance, Triton
Amandeep is a UK-qualified lawyer and part of the Triton ESG team as Legal Counsel Portfolio Governance focusing on legal, governance, insurance and compliance in transactions and portfolio companies. Amandeep has extensive experience in establishing… Read full bio
Marie Joyce
COO/CFO, NTR
Marie is COO, CFO and board director of NTR plc, having spent over 18 years with the group in various leadership positions in wind, solar, toll roads, wastewater treatment, recycling and waste management. NTR currently manages two European wind and s… Read full bio
Brian Kane
Director of Capital Markets & Originations: UK, Ireland & Nordics, CrossLend
Brian brings with him 20+ years of experience in the analysis and funding of credit risk, covering pan-European ABS transactions. He spent 17 years at S&P Global Ratings in senior analytical and team leader roles within the Structured Finance gro… Read full bio
Raxita Kapashi
CFO, Dawn
Raxita is the CFO at Dawn and manages all the finance and operations for Dawn. Before joining Dawn, Raxita was a CFO of a Fintech group called TruFin plc. Raxita was instrumental in taking the group to IPO on AIM raising £70m of proceeds. Prior to Tr… Read full bio
Aaron Kienwald
Group COO, Oakley Capital
Aaron is Oakley Capital’s Group Chief Operating Officer having joined in 2020 from private practice law. Aaron is responsible for the group’s operations spanning Legal, Compliance, Tax, Risk and Fund Operations. He started his career in the private f… Read full bio
Melinda Knatchbull
Chief Financial and Operating Officer, Immobel Capital Partners
Melinda is responsible for the financial, operational and risk aspects of Immobel Capital Partners. Previously, Melinda was Global Chief Operating Officer for Schroder Real Estate from 2013 to 2022, responsible for global operations across the platfo… Read full bio
Ksenia Kokareva
COO, Blossom Capital
Ksenia serves as the COO at Blossom Capital. A graduate of Harvard Law School as a Fulbright scholar, Ksenia brings a people-first, purpose-minded approach to her work supporting both Blossom’s founders and LPs. With a belief that early-stage capital… Read full bio
Mandar Kulkarni
Partner, CFO & COO, Cap10 Partners
Mandar is a Partner, Chief Financial Officer, and Chief Operating Officer of Cap10 Partners. Mandar is responsible for overseeing Cap10’s Fund and GP operations including Financial and strategic planning, Investor Relations, HR, IT, Legal, Deal struc… Read full bio
Nick Latner
Finance Director, Hg Capital
Nick is Hg’s Finance Director, having overall responsibility for the Corporate, Fund and Operational Finance (including Portfolio reporting, Treasury and Luxembourg) accounting teams. Nick joined Hg in 2019, following a five-year spell with Capita pl… Read full bio
Shuli Levy
CFO / COO, Expedition Growth Capital
Shuli joined Expedition Growth Capital in 2021 and is responsible for finance and operations. Shuli leads Expedition’s engagement with portfolio company finance teams and manages investor reporting. She began her career with 14 years at PwC, first as… Read full bio
Maido Lillemets
Legal and Compliance Director, BaltCap
Maido is the Legal & Compliance director of BaltCap group – a Baltic/New Nordic multi strategy private equity fund manager. In BaltCap, Maido is responsible for managing the compliance function and advising the team on various legal questions, in… Read full bio
Patrick McCullagh
Managing Director, Sales: Europe & North America, Alter Domus
Patrick McCullagh is Managing Director at Alter Domus, responsible for new client engagements in Europe & North America. Patrick is focused on growing new client relationships in all US and European locations. To this end, he partners with our cl… Read full bio
Peter McKenzie
CFO, Anticipa Real Estate
Peter McKenzie is a speaker, executive coach and c-suite leader whose mission is to help people achieve their full potential by making the workplace a safe place to learn, grow and enjoy. For over 25 years he has worked as a C-Suite leader in the fin… Read full bio
Priya McVeigh
Chief Operating Officer, Real Estate, ICG Real Estate
Priya is Chief Operating Officer of ICG Real Estate. Priya joined ICG in 2018 as a Senior Legal Counsel and was subsequently promoted to Head of Group Legal before becoming Chief Operating Officer of ICG Real Estate in 2022. She has over 13 years of… Read full bio
Amit Mistry
UK Financial Controller, Equistone UK
Amit is Equistone’s UK Financial Controller, with his role covering a variety of corporate, fund, portfolio monitoring and operational related matters. Amit joined Equistone in 2017 from 3i Group plc, where he was a director in the Group Reporting te… Read full bio
Maqbool Mohamed
COO, Clarion Partners Europe
Mr. Mohamed joined Clarion Partners Europe (“CPE”) in May 2020 as COO&CFO. CPE is a pan-European investor and manager of income-producing real estate assets with a focus on logistics and light industrial properties. Prior to this, Mr. Mohamed ser… Read full bio
Debojit Mukherjee
Chief Operating Officer, Agilitas Private Equity
Debojit Mukherjee is Chief Operating Officer at Agilitas Private Equity, the pan-European, mid-market private equity firm. Agilitas backs high-quality businesses in defensible sectors addressing human or planetary needs and Debojit is a member of the… Read full bio
Julie Nedellec
Head of UK Private Capital Solutions, BNP Paribas
Julie Nedellec is head of UK Private Capital Solutions at BNP Paribas Securities Services, where she is responsible for the coordination of products and services for the entire administration value chain supporting private capital funds, with particu… Read full bio
Lindsey Ord
Chief Financial & Risk Officer, Climate Fund Managers
Lindsey Ord is the Chief Financial and Risk Officer of Climate Fund Managers (CFM). CFM is a climate investment fund manager with a footprint in emerging markets, namely Asia, Africa and Latin America. Lindsey has 20+ years of experience in structuri… Read full bio
Justin Partington
Group Head of Funds and Asset Managers, IQEQ
Justin is responsible for leading IQ-EQ’s global offering for alternative asset managers across all its jurisdictions, encompassing central administration, accounting, AIFM and depositary services, compliance and other services. Justin has over 20 ye… Read full bio
Juri Pervjakov
Finance and Technology Director, BaltCap
Juri joined BaltCap in 2016 as a Finance and Technology Director. Located in our Tallinn office, he is responsible for finance and operations of several funds, as well as IT developments in the BaltCap group. With over 15 years of professional experi… Read full bio
Stephan Plagemann
Chief Financial Officer, Head of Portfolio Management, Mount Street
Based in London, Stephan is Chief Financial Officer and Head of Portfolio Management with 20 years’ experience in both trading and investment across credit and structured credit. Prior to Mount Street, he built his experience across buy and sell side… Read full bio
Cameron Price
Chief Operating Officer, Vantage Infrastructure
Cameron is the Chief Operating Officer at Vantage Infrastructure, responsible for Corporate and Fund Finance, Client Reporting, Operations, Information Technology and Human Resources. Cameron joined Vantage in 2006 and has held a variety of finance a… Read full bio
George Ralph
Global Managing Director and CRO, RFA
As Global Managing Director of RFA, George is a technology and business leader with a proven track record of strategic alignment, process improvement and guidance. Having been both a COO and a CTO of his own technology firms over a nineteen-year peri… Read full bio
Sam Renshaw
Sustainability Analyst, Campbell Lutyens
Sam Renshaw is a Sustainability Analyst. Sam develops research across sustainable investing topics specifically for the private markets. Additionally, he provides support to the Campbell Lutyens project teams for the dedicated sustainable investing m… Read full bio
Vincenz Rentsch
Head Investment Valuations Europe/Americas, Partners Group AG
Vincenz Rentsch is currently leading the Valuation teams in Europe and the Americas at Partners Group, thereby being responsible for the monitoring and valuation of Partners Groups Direct Equity, Debt, Infrastructure and Debt investments as well as t… Read full bio
Kishan Sammani
Chief Financial Officer, Metric Capital Partners
Kishan is the Chief Financial Officer for Metric Capital Partners. Kishan joined the Metric team in 2020 and has overall responsibility for the finance and operations of the firm. In his role Kishan is responsible for fund structuring, financial repo… Read full bio
Daljit Sandhu
COO & Founder, Précis Capital Partners
Daljit Sandhu is co-founder and chief operating officer of Précis Capital Partners, a real estate lending platform that delivers large-ticket financing solutions to real estate developers for projects across the UK. In her role as COO, Sandhu is resp… Read full bio
Gaurav Saxena
CFO, Fremman Capital
Gaurav is the CFO of Fremman Capital. Fremman is a pan-European mid-market investment firm with offices in London, Madrid, Munich, Paris and Luxembourg. Fremman partners with successful and ambitious management teams to help transform businesses from… Read full bio
Daniel Schieferdecker
Sales Specialist Private Markets, Nasdaq Private Fund Solutions
Daniel joined Nasdaq in February 2020 as a private markets product specialist for the EMEA region. Previously he spent 6 years with J.P. Morgan, PineBridge Investments, and HarbourVest Partners, focussing on private markets investments from both the… Read full bio
Snehal Shah
Reporter, New Private Markets, PEI Group
Snehal Shah is a reporter for New Private Markets, PEI Group’s publication for climate, sustainability, ESG, impact investing and diversity in private markets. She works across private equity, venture capital, private debt, infrastructure and real as… Read full bio
Simon Shipgood
Regional Director, EWM Global
Simon Shipgood is responsible for sourcing and developing client relationships for EWM Global’s UK and European markets. In this role, he has worked with some of the world’s largest financial institutions including global banks, asset managers, and p… Read full bio
Jack Sirett
Partner, Ebury Institutional Solutions
Jack is a London based Partner at Ebury having joined the business in September 2019. Jack forms part of the Institutional Solutions leadership team that aims to deliver treasury efficiencies to a global client base across the alternative asset manag… Read full bio
James Smith
Head of Operations & Finance, ARA Venn
James is the Head of Operations and Finance at ARA Venn. He has a number of years’ experience within the financial service industry across alternative asset investment structures. He has worked predominately in credit covering a wide range of product… Read full bio
Neil Smith
COO, Invest and Fund
Neil is the Chief Operating Officer for Invest & Fund where he oversees all aspects of business operations, strategy and institutional investment. Neil was previously spent 10 years in Private Equity, with senior finance and operations roles at B… Read full bio
Slade Spalding
Partner & CIO, No Limit Capital
Slade is the co-founder and CIO of No Limit Capital (NLC) an alternative fund finance lender. He is responsible for overseeing the management of NLCs investments and GP relationships with over 15 years private capital financing and banking experience… Read full bio
Amir Uddin
Managing Partner, Private Markets Solutions Limited
Amir is a consultant with over a decade's experience in private markets across finance, operations, and compliance. Amir has managed operations for investment products across their entire life cycle. From strategy development at inception to structur… Read full bio
Richard Urban
Independent Non-Executive Director, Rivington Pike
Rivington Pike is a specialist Non-Executive Director (NED) services provider founded by Richard Urban in 2014. Richard is a Fellow of the Royal Institution of Chartered Surveyors (FRICS), a Chartered Director (CDir) and a Fellow of the Institute of… Read full bio
Colm Walls
CFO, Iona Capital
Colm is the CFO of Iona Capital, with over 20 years of experience in the financial services industry. He is responsible for finance and compliance at Iona, and sits on the company’s Investment, Asset Management and ESG committees. Prior to joining Io… Read full bio
Connect with a community of CFOs, COOs and senior finance executives
The Private Funds CFO Europe Forum offers a unique opportunity for providers to engage and connect with senior compliance professionals in the private equity sector through thought leadership, networking, and more.
For exclusive sponsorship packages for 2023, contact Josh Stoller at joshua.s@pei.group or call +1 646 970 3923.
2023 Sponsors
Where successful CFOs connect
Better connections at the Europe Forum
Attendees all gain a 12-month membership to the Private Funds CFO Network, a service designed to enhance your Europe Forum 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.