Optimizing your global finance and operations strategies

Join us at the Private Funds CFO Network’s Europe Forum in London on November 13-14, 2024.

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.

2024 keynote speaker

Dabinder Hutchinson
CFO
National Trust

Dabinder joined the National Trust in May 2023, bringing extensive Chief Financial Officer experience gained in large multi-national corporations, with particular experience in renewable energy, media and technology companies. Topics of discussion include:

  • As the demands of leadership evolve, how can executives develop their resilience throughout their careers and navigate challenges when things don’t go to plan?
  • In high-intensity roles, what are the benefits of cultivating inner stability? How can leaders remain present-minded amidst various distractions and pressure?
  • How can perseverance in times of adversity strengthen leadership effectiveness as well as the resilience and cohesion of a team?
  • And more…

Learn more

2024 featured speakers

View all speakers
View all speakers

2023 attendees included:

3i Group
ARA Venn
Arcmont Asset Management
BaltCap
Blackstone
Cap10 Partners
CapVest
Glendower Capital
Hermes GPE
IFM Investors
Kamco Invest
Metric Capital Partners
No Limit Capital
NTR
Old Mutual Alternative Investments
Orchard Global Asset Management
Sprints Capital
Swiss Life Asset Managers
Verdane
Victoria Asset Management

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

2024 Agenda

 

Last year’s agenda was built through consultation with influential finance and operations leaders in private equity and venture capital. The topics covered improved 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

Download the 2024 agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 13th

08:00 - 09:00

Registration & coffee

08:00 - 09:00

Invite-only women’s CFO & COO networking breakfast

Plenary
09:00 - 09:05

Chairperson’s Welcome Address

09:05 - 09:45

Opening Panel: CFO/COOs outlook- Preparing operations for the future

Brendan Dolan
  • Predictions for the future of the CFO role to manage a fund
  • Preparation for future operational & finance challenges in a high inflation and rising rate climate.
  • Impact of AI on fund operations and portfolio business models
  • Operational trends and best practices to help GPs make the most of opportunities?
  • Key operational challenges (Sideletter, Tax leakage etc.)
A speaker photo for Brendan Dolan

Brendan Dolan

CFO – Europe Operations, H.I.G. Capital

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09:45 - 10:10

Keynote Address: The resilient leader- Cultivating inner stability in the face of adversity

Dabinder Hutchinson

Dabinder Hutchinson, CFO, National Trust

A speaker photo for Dabinder Hutchinson

Dabinder Hutchinson

CFO, National Trust

Read bio
10:10 - 10:55

Jumping global ESG hurdles and meeting investor demands

  • Is the pace of change towards sustainable investing practices in private markets on track?
  • What are the current challenges faced under SFDR?
  • How do CFOs approach the unique challenges which investment funds face with limited ESG data?
  • Are there enough ESG standards & metrics?
Networking
10:55 - 11:25

Networking coffee break

Plenary
11:25 - 11:50

In-Focus Fireside chat: The rise of co-investments

Richard Kirkby, Gaurav Saxena
  • What’s shaping the growing use and future of co-investments?
  • How is the highly competitive environment impacting new and emerging managers getting their operations off the ground?
A speaker photo for Richard Kirkby

Richard Kirkby

CFO, Veld Capital

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A speaker photo for Gaurav Saxena

Gaurav Saxena

CFO, Fremman Capital

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11:50 - 12:30

Panel: Managing Cybersecurity risks and IT infrastructure

Christian Scott
  • How are private funds getting DORA compliant?
  • Cybersecurity metrics when integrating a new tool: key risks & what is important to know?
  • How is artificial intelligence being used to improve cybersecurity tools?
  • Prevention of the cyber threat: does the responsibility extend across the enterprise?
  • What are today’s threats and how are firms responding?
A speaker photo for Christian Scott

Christian Scott

Managing Director of Cybersecurity at Abacus Group, Abacus Group

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12:30 - 12:55

Fireside chat: The rise of impact-linked carry

  • How do CFOs view the value of impact linked carry?
  • Should a portion of carried interest be linked to impact performance and why?
  • How are GPs implementing this mechanism?
Networking
12:55 - 13:55

Networking Luncheon

Track A
13:55 - 14:30

Key Compliance and Enforcement Considerations

Haris Vrahliotis
  • Frequent compliance issues in the private fund area
  • Best practices and policies against the backdrop of evolving regulatory and enforcement concerns.
  • Impact of democratisation of private markets on regulatory scrutiny
  • How are GPs approaching SEC and global regulatory reporting requirements and updates to policies?
A speaker photo for Haris Vrahliotis

Haris Vrahliotis

Compliance Director, TowerBrook Capital Partners

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14:30 - 15:05

Fund Finance and the growing market for NAV loans

Emad Shahin
  • With rising rates and increasing implementation costs are investors turning against nav financing and long dated facilities?
  • Is the market limited to funds of a certain size?
  • How do sustainability practices apply to NAV financing?
  • Setting up multi strategy and multi jurisdiction/ expanding into asset classes and new geographies
A speaker photo for Emad Shahin

Emad Shahin

Partner, 17Capital

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15:05 - 15:40

Adapting to new technology and AI

  • How are funds embracing generative AI systems to increase operational efficiency?
  • What’s the next phase of technology integration within private market funds?
  • How can CFOs build the optimal tech and operational structure to meet their firm’s most pressing needs?
Track B
13:55 - 14:30

Fund formation and structuring trends

Christophe Tasiaux
  • Impact of the rise in demand for semi-liquid and evergreen products
  • Overcoming challenges from non traditional fund structures
  • Structural limitations of evergreen funds and their potential for committed ticket solutions
  • Challenges and experiences when marketing alternative investment funds in Europe and cross-border
A speaker photo for Christophe Tasiaux

Christophe Tasiaux

Funds CFO, Kartesia

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14:30 - 15:05

Navigating fundraising challenges in an inflationary climate

  • What are the different types of structures to secure capital and how is this evolving?
  • Accessing DC/401k capital?
  • Impact of fundraising headwinds on the operational side of fund management
  • Expanding and managing fundraising efforts across the globe
15:05 - 15:40

Good practices in Liquidity and Funding Risk Management

Kyri Yiannakis
  • Key frameworks to manage liquidity risk
  • What is the best approach in managing currency exchange rate risks with evolving FX markets?
A speaker photo for Kyri Yiannakis

Kyri Yiannakis

Head of EMEA, Hazeltree

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Networking
15:40 - 16:10

Networking coffee break

Interactive Workshops
16:10 - 17:00

Enhancing operational efficiency through target operating models

Sahem Gulati
  • How to link transformation with target operating model aims
  • Key operating model challenges in private markets
  • How do private market managers involve their operating models in an ever increasing complex environment
  • Navigating and designing a operating model that is the foundation of the business
  • Mapping out end to end value claim
  • How do you create something to scale
  • how to access data at the portfolio, fund and client level and manipulate to suit stakeholder needs – is there a scalable solution? The impact of data strategies on the CFO/COO functions? Overlay of AI?
  • Case study example
A speaker photo for Sahem Gulati

Sahem Gulati

Head of Strategy & Consulting, M&G

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16:10 - 17:00

Valuations in alternative assets

  • Why should GPs consider third-party valuation in alternative assets
  • FCA Letter to investment managers – to the asset manager community
  • How managers can demonstrate the right oversight when it comes to private markets in
  • Dealing with the regulatory scrutiny on valuations
  • How do you have true independence if its internal- should you consider
  • How do valuations differ across different markets/regions
16:10 - 17:00

Operational Due diligence 101

  • What approaches should be taken when conducting Financial Due Diligence?
  • What happens when the data is limited?
  • Challenges and practical examples.
17:00 - 18:00

Networking reception

Agenda

Day 2 - Thursday 14th

08:00 - 09:30

Registration & Coffee

Private think tanks – asset classes (GPs only)
08:45 - 09:30

CFOs & COOs in Private equity (GPs only)

08:45 - 09:30

CFOs & COOs in Private debt (GPs only)

08:45 - 09:30

CFOS & COOs in Infrastructure (GPs only)

08:45 - 09:30

CFOs & COOs in Real estate (GPs only)

Melinda Knatchbull

Facilitated by Melinda Knatchbull, CFO, Sellar

A speaker photo for Melinda Knatchbull

Melinda Knatchbull

CFO, Sellar

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Plenary
09:30 - 09:40

Chairperson’s day 2 welcome remarks

09:40 - 10:20

Benchmarking and Performance measurement

  • How do you undertake like for like benchmarking?
  • The rise of the PME in benchmarking
  • Managing the inherent limitation of benchmarking eg: Preqin data sets, Cambridge Associates
10:20 - 10:35

PEI Data Presentation

10:35 - 11:15

Debate: Outsource vs insource model challenges

  • Key technology implementations to drive automation
  • Which focal areas are you seeing new investment?
  • Which technology benefits do CFO/COOs place most value on?
Networking
11:15 - 11:50

Networking coffee break

Plenary
11:50 - 12:10

In-Focus Fireside chat: Will GP Led secondaries become the ‘new normal’?

  • How is this market moving forward in the new age of fewer exit possibilities & higher interest rates
  • Why are LPs starting to show more interest in GP stakes?
12:10 - 12:40

Panel: Building the right firm culture and managing the ever-increasing value of human capital

Marion Buten, Tina Page
  • What are GPs doing to win the right people?
  • Building the right culture in an organisation
  • How to ensure diversity of thought, background, culture to drive a high performing team?
  • How to reflect DE&I in senior hires?
  • How is the operating environment for GPs impacting the types of skills firms are looking for in relation to finance recruits?
  • How are firms taking into account cultural and generational differences in the workforce?
A speaker photo for Marion Buten

Marion Buten

COO Europe - BXCI PCS Europe, Blackstone

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A speaker photo for Tina Page

Tina Page

COO, Atempo Growth

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12:40 - 13:10

Lessons learned: Building and scaling a good organisation (LP vs. GP view)

  • How to attract talent and keep talent?
  • How to ensure diversity of thought, background, culture to drive a high performing team?
  • Post merger motivation?
  • Incentive schemes
  • How to find the right strategy and the right niche?
  • Key scalability and organisational requirements
  • How are GPs adhering to global corporate governance
Networking
13:10 - 14:10

Interactive roundtable discussions over Lunch

2024 Speakers

Contact Hannah Ogun at hannah.o@pei.group for speaking opportunities in 2024.

Marion Buten

COO Europe - BXCI PCS Europe, Blackstone

Brendan Dolan

CFO – Europe Operations, H.I.G. Capital

Sahem Gulati

Head of Strategy & Consulting, M&G

Dabinder Hutchinson

CFO, National Trust

Richard Kirkby

CFO, Veld Capital

Melinda Knatchbull

CFO, Sellar

Tina Page

COO, Atempo Growth

Gaurav Saxena

CFO, Fremman Capital

Christian Scott

Managing Director of Cybersecurity at Abacus Group, Abacus Group

Emad Shahin

Partner, 17Capital

Christophe Tasiaux

Funds CFO, Kartesia

George Velikov

Partner & Chief Operating officer, Cordet Capital Partners

Haris Vrahliotis

Compliance Director, TowerBrook Capital Partners

Kyri Yiannakis

Head of EMEA, Hazeltree

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 2024, contact Josh Stoller at joshua.s@pei.group or call +1 646 970 3923.

2024 Sponsors

Where CFOs, COOs and CCOs connect, learn and grow

Drive success through the Network

The Private Funds CFO Network provides senior finance, operations, and compliance professionals in private markets an exclusive hub to connect, learn, and grow year-round.

By joining the Network, you’ll gain access to a community of peers actively seeking solutions to shared challenges, along with our year-round series of networking events, regular peer meetups, and monthly meetings led by industry experts, providing opportunities to earn CPE credits.

Got questions? Our membership team is here to help!

Talk to our membership team

Monthly meetings

From risk management to AI and automation, members can catch up on timely topics every month with peers.

Member Circles

Connect with like-minded peers in your field, such as Women, Emerging Managers, Venture Capital and more.

Executive Coaching

The Network offers five free hours of virtual executive coaching with our vetted coaches.

Think Tanks

Extend the in-depth discussion of monthly meetings, or ad-hoc topics need to be discussed.

In-person meetups

Local members gather regularly to catch up and connect.

Earn CPE credits

The Network offers 20+ CPE credits throughout the year.

Current members include:

Over 300 members are actively building valuable relationships and sharing their challenges with peers.
AEA Investments
Audax Group
Ares Management
Asia Alternatives
Ariel Investments
Bain Capital
British Columbia Investment Management
Carlyle
Centerbridge
EIG Global Energy Partners
Franklin Park
Genstar Capital
GID Investment Advisors
Goldman Sachs
H.I.G. Capital
Hamilton Lane
Harbourvest Partners
JP Morgan Chase & Co.
Level 5 Capital Partners
Madison Dearborn Partners
Marlin Equity Partners
Morgan Stanley
Neuberger Berman
Patria Investments
PIMCO
Providence Equity Partners
Quad-C Management
River Cities Capital Funds
Structured Capital & Credit
Thoma Bravo
Thomas H. Lee Partners
Trilantic Capital Management
Whitehorse Liquidity Partners