
Driving the future of private fund finance and operations
Join us at the Private Funds CFO Network’s Europe Forum in London on 14-15 November 2023.
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.
Secure your Private Funds CFO Network membership to gather with the most influential CFOs, COOs and their teams in Europe.
Why the Private Funds CFO Europe Forum?
Connect year-round
Build lasting relationships with your peers not only through the two-day event but also year-round with the Private Funds CFO Network membership.
Unrivalled content
Hear from leading experts as they offer a mixture of insightful, data-driven presentations, topical panel discussions and interactive debates.
More than an event
Use your Private Funds CFO Network membership year-round to stay ahead of the markets and connect with your peers.
Hear from Meta's previous DE&I Director
Emma Cashmore
Diversity, Equity and Inclusion Director
Ex-Meta
Join Emma Cashmore as she takes a deep dive into her previous role and DE&I as a whole. Topics of discussion include:
- Using DE&I to build a thriving ecosystem
- Implementing systemic change
- What matters most in the employee experience
- Why you need to get comfortable with being uncomfortable
- And more…
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
2023 Agenda
This year’s agenda was built through consultation with influential finance and operations leaders in private equity and venture capital. The topics covered will improve processes and practices within your firm, including:
- Effectively managing your portfolio
- Staying on top of the latest regulatory initiatives
- Finding and retaining top talent
- Navigating the future of carried interest
Agenda
Day 1 - Tuesday 14th
Registration & coffee
Invite-only women’s CFO & COO networking breakfast
Chairperson’s Welcome Address
Operational imperatives- CFO/COO top priorities for the next 12 months
- The future of fund management over the next decade, key themes and practical issues influencing their role.
- Key factors CFOs/COOs consider vital to their strategy for accelerating their organization’s growth
- Overriding implications of SVB collapse- what does it mean for the industry?
Moderator: Nicholas Clapham, Senior Vice President, Global Head of Sales (Alternatives), State Street





PEI Presentation

Navigating challenges in a rising rates and inflationary climate
- In a high interest rate environment is alternatives still looking attractive in general?
- Managing liquidity in the current economic environment. What are investors return rate horizon across private markets?
- How is this market moving forward in the new age of fewer exit possibilities & higher interest rates?
- How are CFOs and COOs making sense of the higher rates environment?
Moderator: James Duffield, Group Head of Business Development, Aztec Group




Philippe Renauld
Group Chief Operating Officer and Chief Financial Officer, Sienna Investment Managers
Read bioFireside chat: Future of Carried interest
- Is carried interest going to get taxed as an income?
- Should Impact-Based Incentive Structures penalize and/or reward GPs for the extent to which impact targets are met?
- Can we expect sustainability linked carry to become the mainstream?
Moderator: Simon Shipgood, Regional Director, EMEA, EWM Global
Networking coffee break
Accelerating ESG and meeting investor demands
- Is standardisation in reporting (managing and measuring ESG data) good for the industry?
- How are funds managing the latest investor demands in areas such as ESG?
- SFDR- is it fit for purpose for private funds?
In-Focus Fireside chat: LP Secondaries & Liquidity
Panel: Cultivating and retaining human talent in a competitive market
Lunch and networking break
Portfolio Management
- Best ways to demonstrate exceptional portfolio management to end investors
- Best tools to quantity alpha in portfolios and predict future liquidity risks?

Navigating a changing regulatory and compliance environment
- SEC registration reporting requirements and updates to policies.
- Regulatory developments and taxonomy issues that private fund managers need to keep on top of.
- Operations and regulation- how do they work together?
- Impact of ELTIF regulation on retailization

Valuation challenges in changing times
Mitigating emerging cyber risks and the CFO strategy
- How to successfully balance risk without paralyzing operational teams that are trying to grow?
- How have operational teams joined with legal and compliance to mitigate risks?
- How has the SVB collapse reiterated the problem of opportunistic cyber threats?
Moderator: Simon Eyre, Chief Information Security Officer, Drawbridge
Best practices for fund set-up
- Key factors driving and influencing advisor appointmuient decisions, choice of fund domicile, and the key fund establishment challenges CFO/COOs are facing.
- Assessing liquidity risks
Data analytics: Why it’s the golden era of data
- Implementing an effective data strategy to create better firm visibility
- Impact of unifying disparate data and embracing predictive analytics on operational performance
- Best tools to capitalize on value-creation opportunities
Networking coffee break
Debate: To outsource or not to outsource- When, where and how?
- Key areas for outsourcing and what makes for an effective outsourcing partnership.
- When is it better to do it inhouse?
- How do you balance cost and efficiency?
Moderator: Patrick McCullagh, Managing Director, Sales: Europe & North America, Alter Domus




Off the record - Audience roundtable discussions over drinks
- The role of data sourcing and data management to support asset verification
- Capital raising against the current macro backdrop
- Managing investor due diligence process facilitated by Cameron Price, Chief Operating Officer, Vantage Infrastructure
- Handling large scale integration challenges
- Democratisation of the private funds market
- The demand for NAV and hybrid financing

Networking reception
Agenda
Day 2 - Wednesday 15th
Registration & Coffee
CFOs & COOs in Private equity (GPs only)
CFOs & COOs in Private debt (GPs only)
CFOS & COOs in Infrastructure (GPs only)
Facilitated by Alex Geach, Finance Director, Vantage Infrastructure

CFOs & COOs in Real estate (GPs only)

CFOs & COOs in Service providers (GPs only)
Chairperson’s day 2 welcome remarks
Keynote Address

Managing risk in an ever-changing environment
- Why do private credit funds need to be more mindful of sanctions?
- Conducting due diligence in the current sanctions environment.

Fundraising and the denominator effect
- Have fundraising dynamics cooled down across private market asset classes?
- What’s the best approach to meet investor demands and deal with longer fundraising cycles?
- How to tap data driven institutional capital to fuel growth in a challenging environment
Networking break
Keeping up with technology integration in private markets
- Key technology implementations to drive automation
- Leveraging the opportunities of artificial intelligence and mitigating its risks
- Which focal areas are you seeing new investment ?
- Which technology benefits do CFO/COOs place most value on?
Debate: Adapting to new company sizes- small, mid and large cap
- Strategies to future proof target operating models
- How do the operational challenges compare across size?
- What does it mean to be a Large cap CFO vs emerging and small scale manager? How do you compete with larger players?
- Is it harder for smaller funds to spread out CFO capabilities over investor relations, compliance, ESG etc.?
Networking lunch & end of conference
Pre-Event Resources
2023 Speakers
If you are interested in a speaking role for 2023 please contact Hannah Ogun at hannah.o@pei.group.

Lydwine Alexandre
CFO, PAI

Joanne Butler
COO and Head of Investor Relations, DunPort Capital Management

Emma Cashmore
Diversity, Equity and Inclusion Leader, ex Meta

Alan Chu
Partner, Finance & Operations Director, Beechbrook Capital

Nicholas Clapham
Senior Vice President, Global Head of Sales (Alternatives), State Street

Tom Cole
Managing Director, Abacus Group

James Duffield
Group Head of Business Development, Aztec Group

Matthias Dux
Founder & Managing Partner, Avellinia Capital

Simon Eyre
Chief Information Security Officer, Drawbridge

Yves Frey
Executive Board Member/Head Corporate Operations, SUSI Partners

Ted Frith
Chief Operating Officer, GLIL Infrastructure LLP

Alex Geach
Finance Director, Vantage Infrastructure

Sandeep Giroud
Finance Director, AshGrove Capital

Malcolm Goddard
Partner, Zetland Capital

Claire Hedley
ESG Director, 17Capital

Chris Heyworth
Group CFO, BC Partners

Jason Howard
COO/CFO, Headway Capital Partners

Manoj Jain
Director – Group Finance Operations, 3i Group Plc

Richard Kirkby
CFO, Veld Capital

Melinda Knatchbull
CFO, Sellar

Nick Latner
Finance Director, Hg

Patrick McCullagh
Managing Director, Sales: Europe & North America, Alter Domus

Debojit Mukherjee
Chief Operating Officer, Agilitas Private Equity

Bijal Patel
Managing Director, Fund Services, Actis

Stephan Plagemann
Chief Financial Officer, Head of Portfolio Management, Mount Street

Cameron Price
Chief Operating Officer, Vantage Infrastructure

Nisha Raghavan
Partner, Chief Operating Officer, Actis

Philippe Renauld
Group Chief Operating Officer and Chief Financial Officer, Sienna Investment Managers

Raffael Rupprechter
Principal & CFO, CONSTELLATION CAPITAL AG

Karen Sands
Chief Operating Officer, Federated Hermes

Robert Shaw
Partner & CFO, Apera Asset Management

Simon Shipgood
Regional Director, EWM Global

Jesper Söderberg
Chief Financial Officer, Nordic Capital
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 and COOs connect
Better connections at the Europe Forum
As a member of the Private Funds CFO Network, your networking experience will not stop after the Europe Forum.
Members can connect with peers throughout the year, set up pre-meetings with those attending the Europe Forum, meet in-person on the day, or pick up a conversation after the conference.
Knowledge
Stay ahead of industry-wide issues with monthly webinars and virtual think tanks covering the most pressing subjects that CFOs, COOs and their teams face today.
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.
Advisory Board

Steve Darrington
CFO, Phoenix Equity Partners

Parag Gandesha
General Partner & COO, Kreos Capital

Lindsey Ord
Chief Financial & Risk Officer, Climate Fund Managers

Raffael Rupprechter
Principal & CFO, Constellation Capital AG

Christian Schnabel
Managing Director, Golding Capital Partners

Adam Smallman
Director of Membership Programs, PEI
