Redefining the role of private equity CFOs & COOs

The community came together to celebrate the 20th Annual Private Funds CFO New York Forum!

The Forum is the annual meeting for the C-level private equity community to network and gain new strategies to boost finance and operational team efficiencies.

The timely and actionable discussion topics were covered by a breadth of authoritative speakers to empower private fund CFOs and their senior finance and operations executives to impact practices within their organizations.

Attend the Forum in 2024 to build your peer network and stay connected through the year with Private Funds CFO Network access.

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

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Meet our keynote speakers

Wema Hoover
Global DEI leader & former Google Global Head of DEI

Wema Hoover is a culture and DEI expert who has dedicated her career to serving as a catalyst for change and as a transformational leader.  Her expertise centers on diversity, equity, and inclusion, authentic leadership and women’s empowerment with a reputation for creating systemic organizational change into people, processes, and products on a global scale.

Ron Insana
CNBC Senior Analyst and Commentator, Trailblazing Financial Journalist, and Financial Professional

Highly respected business journalist, Ron Insana looks at today through the lens of economic history. Properly assessing the current environment is vital to determining what to do next. A savvy trend-watcher, Ron will offer insights to help investors plan for the future in a world beset by constant change.

Dave Stangis
Partner & Chief Sustainability Officer
Apollo Global Management

Dave Stangis created the first proactive ESG strategy in the Fortune 100 more than 20 years ago. He has proven success in designing integrated strategies that advance commercial and operational performance and agility. He is currently leading Sustainability and ESG at Apollo Global Management.

Why the Private Funds CFO New York Forum?

Benchmark against peers

Understand how your peers are overcoming common challenges. The Forum will provide senior finance and operations executives with actions that can make a tangible impact at their firm.

Explore new services

Discover ways to streamline and improve your processes with a vetted group of private market service providers onsite and eager to assist you ease pain points in day-to-day activities.

Year-round intelligence and networking

All attendees to the 20th anniversary Private Funds CFO New York Forum received a one-year membership to the Private Funds CFO Network to stay connected across the year with the CFOs you meet at the conference. Learn more.

Key discussion topics

The agenda was built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provided relevant information to impact processes and practices within firms, such as:

  • Boosting cybersecurity efforts amidst skyrocketing cyberattacks against financial firms
  • Elevating diversity, equity and inclusion initiatives at your firm and beyond
  • ESG data collection & reporting
  • Accelerated pace of fundraising & reporting
  • Using data & technology to gain a strategic advantage
  • SEC exams in 2023: new audit rules & how to be prepared for an exam
  • And much more…

Featured speakers

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Attending firms included:

American Family Ventures
Arctos Partners
Atlas Holdings
Bernhard Capital
Blue Wolf Capital Partners
BP Energy Partners
Bregal Investments
Calvert Street Capital Partners
CCMP Capital Advisors
Center Rock Capital Partners
Corsair Capital
EIG Global Energy Partners
Eldridge Industries
Endeavor Catalyst
Enlightened Hospitality Investments
Equilibrium Capital Investment Management
FFL Partners
Five Points Capital
Flexpoint Ford
Fundamental Advisors
GID Investment Advisers
Goldman Sachs
Great Hill Partners
Greenbriar Equity Group
GTIS Partners
Hamilton Lane
HarbourVest Partners
Hastings Equity Partners
Jeremy Thurber
Kainos Capital
Lateral Investment Management
LongRange Capital
Lovell Minnick Partners
Madryn Asset Management
Marlin Equity Partners
MiddleGround Capital
New Harbor Capital
New Spring Capital
Newlight Partners
Omega Funds
Palistar Capital
Pamlico Capital
Peak Rock Capital
Periscope Equity
Peterson Partners
Peterson Ventures
PPM America
Pritzker Private Capital
Promus Holdings
Quad-C Management
Quantum Energy Partners
RCP Advisors
RiverRock Funds
Solum Partners
Swander Pace Capital
The Cynosure Group
The National Investment and Infrastructure Fund
Thompson Street Capital Partners
TowerBrook
Trive Capital
Tusk Venture Partners
Warburg Pincus
Willowridge Partners
Wynnchurch Capital
X10 Capital Management
Z Capital Group

What attendees say about the Forum

Lisa Costello

HCI Equity Partners

I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will f…

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Bernadette Mentor

Prysm Capital

The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these disc…

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Blake Bennett

Revelstoke Capital Partners

I really enjoy this conference. I can always count on the who’s who of private equity professionals to be in attendance.

2023 Agenda

Download the agenda to see the timely and relevant topics that were covered at this year’s Forum.

If you are interested in a speaking role for 2024 please contact contact Kellie Green at kellie.g@peimedia.com.

All times are listed in Eastern Time (ET)

Day 1 Day 2
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Agenda

Day 1 - Wednesday 18th

Registration
08:00 - 09:00

Registration – continental breakfast

PEI welcome
09:00 - 09:10

PEI welcome & chair’s introduction

Chair’s welcome
09:10 - 09:15

Chair’s welcome & Keynote introduction

Heidi Deiner

Chairperson:
Heidi Deiner, National Executive Director, Private Equity CFO Association

A speaker photo for Heidi Deiner

Heidi Deiner

National Executive Director, Private Equity CFO Association

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Keynote address
09:15 - 10:00

Opening Keynote Address by Ron Insana, Senior Analyst & Commentator, CNBC

Ron Insana

As the world grapples with inflation, broken supply chains, confounding markets, economic and political turmoil, and living with Covid long term, Ron Insana is a voice of economic reason. Properly assessing the current
environment is vital to determining what to do next. A savvy trend-watcher, Ron looks at today through the lens
of economic history. He’ll offer insights to help plan for the future in a world beset by constant change –

  • Comparing prospects: Main Street vs. Wall Street
  • The outlook for business growth; which sectors are winning, which are stuck?
  • Markets always send signals; what is the message of the markets right now?
  • Washington policy moves: how they’ll impact business and investments

Speaker:
Ron Insana, Senior Analyst & Commentator, CNBC

A speaker photo for Ron Insana

Ron Insana

Senior Analyst & Commentator, CNBC

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Plenary session
10:00 - 11:00

10th annual EY global CFO and COO benchmarking survey results

Kyle Burrell, Jason Currier, Evelyn C. Pellicone, Saaima Shahin

In this session, we will review the results of the tenth annual survey of CFOs and COOs from across the globe.
We’ve collected extensive data on people, processes, and planning for the future. The insight gained from the
survey will provide the foundation for a robust discussion by an esteemed panel of CFOs and COOs representing
a broad spectrum of private funds.

Moderator:
Kyle Burrell, Partner, Financial Services , Ernst & Young

Panelists:
Jason Currier,
Chief Financial Officer, Private Equity, Audax Private Equity
Evelyn Pellicone, Chief Financial Officer, Crestview Partners
Saaima K. Shahin, Managing Director, PE CFO, New Mountain Capital

Kyle Burrell EY

Kyle Burrell

Partner, Financial Services Office, Ernst & Young LLP

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A speaker photo for Jason Currier

Jason Currier

Managing Director, Chief Financial Officer, Audax Private Equity

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A speaker photo for Evelyn C.  Pellicone

Evelyn C. Pellicone

CFO & Partner, Crestview Advisors, LLC

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A speaker photo for Saaima Shahin

Saaima Shahin

Managing Director, PE CFO, New Mountain Capital

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Networking coffee break
11:00 - 11:30

Networking coffee break

Think tanks | State of market
11:30 - 12:30

Track A | Industry trends | Fund finance in a high inflation environment (GPs only)

Shant Mardirossian
  • Interest rates impact — where are we now and where are going in terms of price of products, what will the lending landscape looks like?
  • Supply/demand dynamics for fund finance in 2023 Subscription lines
    • Partner / GP / management fee lines of credit
    • Umbrella credit facilities
    • NAV credit
  • Understanding the risks associated with each fund facility
  • Will inflation rates lead to a decrease in the use of subscription lines

Facilitator:
Shant Mardirossian, Partner & Chief Operating Officer, Kohlberg & Company

A speaker photo for Shant  Mardirossian

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

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11:30 - 12:30

Track B | Regulatory & geopolitical considerations | Geopolitical risk & concerns (GPs only)

Jason Snider
  • China & US policy and trade issue
  • Russia-Ukraine war
  • Crisis response
  • Disruptions to firm operations
  • Political/media scrutiny
  • Balance risks and long-term market priorities
  • Russian malicious cyber activity concerns

Facilitator:
Jason Snider,
Chief Financial Officer/Chief Compliance Officer, Gauge Capital

A speaker photo for Jason Snider

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

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11:30 - 12:30

Track C | PE firm operations | Preparing a readiness framework for your firm in advance of an economic downturn (GPs only)

Dina Colombo
  • How can you maximize liquidity to prepare?
  • Creating a triage plan
  • Expanding offerings into private debt, infrastructure, real estate, venture capital, growth capital and natural resources
  • How should you be thinking about supply chain risk?
  • Enhancing procurement strategies
  • Where can you automate and streamline?

Facilitator:
Dina M. Colombo, Partner, COO & CFO, GreyLion Capital

A speaker photo for Dina Colombo

Dina Colombo

CFO/COO, GreyLion Capital

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11:30 - 12:30

Track D | Professional development | CFO Network Members Only | Talent management in 2023: dealing with the current talent shortage and adapting to long term trends (GPs only)

Tanya Hayes

This session is for CFO Network members only.

  • How has the talent shortage impacted your finance teams?
  • What trends are you seeing in the hiring market?
    • Increased competition?
    • Investment banks keeping analysts longer
  • Ways to incentivize and retain finance teams in this highly competitive environment
    • What are compensation trends looking like?
    • What types of are flexible work schedules are being offered
    • How else can you build loyalty?
    • How are you enhancing benefit packages?
  • How are you enhancing benefit packages?
    Are you seeing generational differences of opinions on:

    • Back to office
    • Retainment incentives
    • how to enhance firm culture, DE&I, employee wellness, social change, etc.
    • gathering feedback and listening to employees (.e.g., surveys)?

Facilitator:
Tanya Hayes
, Partner, Human Capital & ESG, Frazier Healthcare Partners

A speaker photo for Tanya Hayes

Tanya Hayes

Partner, Human Capital and ESG, Frazier Healthcare Partners

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11:30 - 12:30

Track E | Service providers | Adapting to the current state of the market and supporting clients though uncertain times (SPs only)

Heidi Deiner
  • Anticipating wants, needs, expectations of clients during the fast-changing environment
  • Setting realistic expectations

Facilitator:
Heidi Deiner,
National Executive Director, Private Equity CFO Association

A speaker photo for Heidi Deiner

Heidi Deiner

National Executive Director, Private Equity CFO Association

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Networking luncheon
12:30 - 13:30

Networking luncheon

Breakout sessions I
13:30 - 14:20

Track A | Industry Trends | Boosting cybersecurity efforts amidst skyrocketing cyberattacks against financial firms

Paul Ponzeka, Robby Bourgeois, Simon Eyre, Eric Feldman, Bethany Foullois

Cyberattacks against financial firms are up 238% and private equity firms quickly becoming a top target.

  • How do you build a sustainable cybersecurity program
  • Challenges of overseeing cybersecurity
  • How can you adapt to the increased threat associated with remote work

Moderator:
Paul Ponzeka
, Chief Technology Officer, Abacus Group

Panelists:
Robby Bourgeois, Partner, Chief Financial Officer & Chief Compliance Officer, Varagon Capital Partners
Simon Eyre, CISO, Drawbridge
Eric Feldman, Chief Information Officer, The Riverside Company
Bethany Foullois, Chief Operating Officer & Chief Compliance Officer, LNK Partners

A speaker photo for Paul  Ponzeka

Paul Ponzeka

Chief Technology Officer, Abacus Group

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A speaker photo for Robby Bourgeois

Robby Bourgeois

Partner & Chief Financial Officer, Varagon Capital Partners

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A speaker photo for Simon Eyre

Simon Eyre

Chief Information Security Officer, Drawbridge

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Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

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A speaker photo for Bethany Foullois

Bethany Foullois

Chief Operating Officer & Chief Compliance Officer, LNK Partners

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13:30 - 14:20

Track B | Regulatory & Geopolitical | Considerations SEC exams in 2023: new audit rules & how to be prepared for an exam

Michael Patanella, Michelle Bergman, Heather Fraser, Adam Freedman, Mark Zogaria
  • Understanding the proposed new audit rules and how they’ll impact your firm
  • Preparing for an exam with a new sheriff in town

Moderator:
Michael Patanella,
National Managing Partner, Asset Management, Grant Thornton

Panelists:
Michelle D. Bergman,
Chief Compliance Officer and interim General Counsel, Vestar Capital Partners
Heather Fraser, Chief Financial Officer and Managing Director, TZP Group
Adam Freedman, Managing Director & Chief Compliance Officer, Harbourvest Partners
Mark Zogaria, CFO / CCO, Summer Street Capital Partners

A speaker photo for Michael Patanella

Michael Patanella

Managing Partner - Asset Management, Grant Thornton

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A speaker photo for Michelle Bergman

Michelle Bergman

Chief Compliance Officer and General Counsel, Vestar Capital Partners

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A speaker photo for Heather Fraser

Heather Fraser

Chief Financial Officer and Managing Director, TZP Group

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A speaker photo for Adam Freedman

Adam Freedman

Managing Director & Chief Compliance Officer, HarbourVest Partners

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A speaker photo for Mark Zogaria

Mark Zogaria

CFO/COO, Summer Street Capital Partners

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13:30 - 14:20

Track C | PE Firm Operations | Maximizing impact at the portfolio company level

Priya Iyer , Elliot Attie, Alfred Chuang, Jeffrey Gilbert, Hemal Mehta
  • How can CFOs and COOs add value on the portfolio company level when it comes to efficiency, spend, regulation, performance and more.
    • cyber assessments at the portfolio level
    • onboarding new portfolio companies into the governance system
    • Enhancing procurement strategies, negotiating with vendors, service providers, group purchasing & insurance at your firm and across your portfolio
  • What changes can you make on the firm level that impact portfolio company metrics & performance?
    • Where can you really make the most impact when you’re only spending some small amount of time working with each portfolio company?
    • Cost savings programs at your firm that support the operations teams across your portfolio
  • Best practices for collecting and formatting data from portfolio companies
    • Financial performance dashboards, EBITDA and KPIs
    • Analysis and analytics on portfolio company business drivers
    • Focusing on the performance metrics that matter the most….revenue by region, sector, or product; across metrics versions; or performance over a period.

Moderator:
Priya Iyer, Chief Executive Officer, Concertiv

Panelists:
Elliot Attie,
CFO, Trilantic
Alfred Chuang, Managing Director and Chief Financial Officer, Kensington Capital Partners
Jeffrey Gilbert, Chief Operating Officer and General Counsel, Carnelian Energy Capital
Hemal Mehta, Founder and CEO, Atomicinvest

A speaker photo for Priya Iyer

Priya Iyer

Chief Executive Officer and Board Member, Concertiv

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A speaker photo for Elliot Attie

Elliot Attie

Partner and CFO, Trilantic Capital Management L.P.

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A speaker photo for Alfred Chuang

Alfred Chuang

Managing Director and Chief Financial Officer, Kensington Capital Partners

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A speaker photo for Jeffrey Gilbert

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

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A speaker photo for Hemal Mehta

Hemal Mehta

Founder and CEO, Atominvest

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13:30 - 14:20

Track D | Professional Development | CFO Network Members Only | Driving personal & team transformations as a COO

Cesar Estrada, Shant Mardirossian, Mike Martinez, Jon Schwartz, Adam Weinstein
  • How do you see the COO role further evolving this decade?
  • What are your major focus areas as it relates to managing and growing the firm and shaping the future direction of the firm?
  • What is your role in firm succession planning?
  • Being aware of personal and team burnout and ways to mitigate
  • As a COO how can you play a greater role in supporting deal teams?
  • Conflict resolution
  • Managing upwards – strengthening relationships between COO and CEOs/Partners
  • How to balance being “the jack of all trades and master of none”

Moderator:
Cesar Estrada, Private Markets Segment Head, Arcesium

Panelists:
Shant Mardirossian,
Partner & Chief Operating Officer, Kohlberg & Company
Michael Martinez, COO & General Counsel, Pine Brook
Jon Schwartz, President & COO, NewSpring Capital
Adam Weinstein, Managing Director, Chief Operating Officer and Chief Financial Officer

A speaker photo for Cesar Estrada

Cesar Estrada

Private Markets Segment Head, Arcesium

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A speaker photo for Shant  Mardirossian

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

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A speaker photo for Mike Martinez

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook Partners

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A speaker photo for Jon Schwartz

Jon Schwartz

President & COO, NewSpring

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A speaker photo for Adam Weinstein

Adam Weinstein

Managing Director, COO, CFO, New Mountain Capital

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Breakout sessions II
14:25 - 15:15

Track A | Industry Trends | Private equity secondaries amid shifting market dynamics

Colleen Fay, Brian Garfield, CFA, ASA, Verdun Perry, Paul Sanabria, John Stephens
  • Will record breaking volume continue as GPs and LPs look for ways to increase liquidity?
  • What are the current and future supply/demand dynamics
  • Identifying pockets of resilience as potential downturn unfolds
  • What’s expected in the secondaries market regarding valuations
  • Interest rates impacts on the secondaries market
  • Geopolitical risk considerations

Moderator:
Colleen Fay, Tax Partner, Withum

Panelists:
Brian Garfield, Managing Director, Lincoln International
Verdun Perry, Global Head of Blackstone Strategic Partners, Blackstone
Paul Sanabria, Global Co-Head of Secondaries, Private Markets, Manulife Investment Management
John C. Stephens, Partner & Chief Financial Officer, Pomona Capital

 

A speaker photo for Colleen Fay

Colleen Fay

Tax Partner, Withum

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A speaker photo for Brian Garfield, CFA, ASA

Brian Garfield, CFA, ASA

Managing Director, Lincoln International

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A speaker photo for Verdun Perry

Verdun Perry

Global Head of Blackstone Strategic Partners, Blackstone

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A speaker photo for Paul Sanabria

Paul Sanabria

Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

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A speaker photo for John Stephens

John Stephens

Partner & Chief Financial Officer, US, Pomona Capital

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14:25 - 15:15

Track B | Regulatory & Geopolitical Considerations | Staying ahead of proposed regulatory & tax changes

Jaime L. Eichen , James Gaven, Darren Herz , William Kinnard, Andrew Spring
  • Proposed amendments to Form PF
  • Fees & expenses
    • How are firms rethinking fees and expenses in light of proposed new compliance monitoring and reporting obligations?
    • Accelerated monitoring fees
    • Lack of standardization of how funds measure returns
    • Future of pass-through expense models
  • Taxes and the future of carry
  • ESG and the SEC proposed enhancements to disclosures
  • SEC proposed amendments to enhance and standardize disclosures regarding cybersecurity risk management

Moderator:
Jamie L. Eichen, FSO Assurance Services, Ernst & Young

Panelists:
James Gaven
, General Counsel and Chief Compliance Officer, SK Capital Partners
Darren Herz, Chief Financial Officer, Goldner Hawn
William Kinnard, Regulatory Services Sales Director, SEI
Andrew Spring, Chief Financial Officer and Managing Director, MidOcean Partners

A speaker photo for Jaime L. Eichen

Jaime L. Eichen

Partner, FSO Assurance Services, Ernst and Young LLP

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A speaker photo for James Gaven

James Gaven

General Counsel & Chief Compliance Officer, SK Capital Partners

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A speaker photo for Darren Herz

Darren Herz

Chief Financial Officer, Goldner Hawn

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A speaker photo for William  Kinnard

William Kinnard

Regulatory Services Sales Director, SEI

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A speaker photo for Andrew Spring

Andrew Spring

Chief Financial Officer and Managing Director, MidOcean Partners

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14:25 - 15:15

Track C | PE Firm Operations | Tackling operational complexity while streamlining firm operations

Jocelyn Lewis, Anne Anquillare, CFA, Blinn Cirella, Kelly Hurley, Eve Mongiardo
  • Professionalizing your firm operations to meet LP expectations
  • Determining the proper amount of finance staff to carry the firm
  • Pros and cons of operating your firm as a cost center vs profit center
  • Setting goals for your firm to improve data management and data evolution

Moderator:
Jocelyn Lewis
, Managing Director-Head of Private Debt Commercial Strategy,  S&P Global

Panelists:
Anne Anquillare,
Head of Fund Services North America, CSC Fund Solutions
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Kelly Hurley, CFO, Centre Partners Management
Eve Mongiardo, Chief Financial Officer, Blue Wolf Capital Partners

A speaker photo for Jocelyn Lewis

Jocelyn Lewis

Managing Director-Head of Private Debt Commercial Strategy, S and P Global

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A speaker photo for Anne Anquillare, CFA

Anne Anquillare, CFA

Head of CSC U.S. Fund Services

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A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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A speaker photo for Kelly Hurley

Kelly Hurley

CFO, Centre Partners Management

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A speaker photo for Eve Mongiardo

Eve Mongiardo

Chief Financial Officer Blue Wolf Capital Partners

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14:25 - 15:15

Track D | Professional Development | CFO Network Members Only | Fostering growth and development within your finance department

Dominic Elias, Maryna Higgins, Aileen Keaney, Maggie Schmitt, Irene Willard

This session is for CFO Network members only.

  • Mapping career journeys for your jr team members (alongside managers and HR if applicable)
  • Incentive and retention plans to counter the great resignation
  • Compensation structures
  • Transparency and empowerment for employees
  • Creating opportunities for your team to interact with other business units within your firm
  • Ways to enhance the strategic acumen of analysts, treasurers, controllers and stay/help them stay engaged
  • Encouraging creative solutions

Moderator:
Dominic Elias
, Chief Client Advisory Officer, EWM Global

Panelists:
Maryna Higgins,
Director of Finance, Quona Capital
Aileen Keaney,
Chief Financial Officer, Ethos Capital
Maggie Schmitt, Chief Financial Officer, JMI Equity
Irene Willard, Chief Financial Officer, Dunes Point Capital

A speaker photo for Dominic Elias

Dominic Elias

Chief Client Advisory Officer, EWM Global

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A speaker photo for Maryna Higgins

Maryna Higgins

Director of Finance, Quona Capital

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A speaker photo for Aileen Keaney

Aileen Keaney

Chief Financial Officer, Ethos Capital

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A speaker photo for Maggie Schmitt

Maggie Schmitt

Chief Financial Officer, JMI Equity

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A speaker photo for Irene 	 Willard

Irene Willard

Chief Financial Officer, Dunes Point Capital

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Networking coffee break
15:15 - 15:45

Networking coffee break

Plenary session
15:45 - 16:35

Using data & technology to gain a strategic advantage

Frank Anduiza, Rama Ramachandran, Greg Vilkin, Snehal Waghulde, Arthur Zuckerman
  • How can better data collection help with accounting, transparency, reporting and more.
  • How is your data analysed to discern patterns and make better decisions?
  • Using technology to foster strategic growth
    • Data warehouses/ data lakes
    • Business intelligence tools
  • Strategies for data quality control
  • Data protection

Moderator:
Frank Anduiza
, EVP, Head of Private Fund Sales, Ultimus Leverpoint

Panelists:
Rama Ramachandran, Chief Technology Officer, Black Diamond Capital Management
Greg Vilkin, CFO & CCO, Upper90
Snehal Waghulde, Managing Director, Deloitte
Art Zuckerman, Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners

A speaker photo for Frank Anduiza

Frank Anduiza

EVP, Head of Private Fund Sales, Ultimus LeverPoint

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A speaker photo for Rama Ramachandran

Rama Ramachandran

Chief Technology Officer, Black Diamond Capital Management

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A speaker photo for Greg Vilkin

Greg Vilkin

CFO & COO, Upper90

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A speaker photo for Snehal Waghulde

Snehal Waghulde

Managing Director, Deloitte

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A speaker photo for Arthur Zuckerman

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

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Keynote interview
16:35 - 17:15

Keynote Interview - ESG & Sustainability

Dave Stangis, Tania Carnegie

Dave Stangis, Partner & Chief Sustainability Officer, Apollo Global Management

Facilitator:
Tania Carnegie, Global and US Lead of ESG, for Private Equity & Asset Management, KPMG

A speaker photo for Dave Stangis

Dave Stangis

Partner & Chief Sustainability Officer, Apollo Global Management

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A speaker photo for Tania Carnegie

Tania Carnegie

Global and US Lead for ESG, Private Equity and Asset Management, KPMG

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Cocktail reception and end of day one
17:15 - 18:15

Cocktail reception and end of day one

Agenda

Day 2 - Thursday 19th

Continental breakfast
08:00 - 09:00

Continental breakfast

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

  • RE/Infrastructure/Debt
  • VC & Emerging Managers
  • Middle Market
  • Global Buyout
Breakfast breakout rooms
08:15 - 08:55

RE/Debt/Infra

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

08:15 - 08:55

VC & Emerging Managers

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

08:15 - 08:55

Middle Market

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

08:15 - 08:55

Global Buyout

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

Think tanks
09:00 - 09:50

CFOs/COOs Think Tank (Invite only)

Jessica Duran

Delegates will have the opportunity to break into private think tank sessions by job function to discuss what is keeping them up and night and to share best practices for addressing those problems. Designed to facilitate candid discussion, the closed-door session for CFOs and COOs will top of mind issues and challenges impacting their firms today.

Facilitator:
Jessica Duran, Managing Director, Chief Financial Officer, TSG Consumer Partners

A speaker photo for Jessica Duran

Jessica Duran

Managing Director, Chief Financial Officer, TSG Consumer Partners

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09:00 - 09:50

CCOs Think Tank (Invite only)

Andrew Coren

Delegates will have the opportunity to break into private think tank sessions by job function to discuss what is keeping them up and night and to share best practices for addressing those problems. Designed to facilitate candid discussion, the closed-door session for CFOs and COOs will top of mind issues and challenges impacting their firms today.

Facilitator:
Andrew Coren, Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

 

A speaker photo for Andrew Coren

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

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09:00 - 09:50

Senior Finance Executive Think Tank (Open to all)

John Teng

Delegates will have the opportunity to break into private think tank sessions by job function to discuss what is keeping them up and night and to share best practices for addressing those problems. Designed to facilitate candid discussion, the closed-door session for CFOs and COOs will top of mind issues and challenges impacting their firms today.

Facilitator:
John Teng, Director, Corporate Business Applications, H.I.G. Capital

A speaker photo for John Teng

John Teng

Director, Corporate Business Applications, H.I.G Capital

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Chair’s welcome & Keynote Introduction
10:00 - 10:15

Chair’s opening remarks

Heidi Deiner

Chairperson:
Heidi Deiner, National Executive Director, Private Equity CFO Association

A speaker photo for Heidi Deiner

Heidi Deiner

National Executive Director, Private Equity CFO Association

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Keynote interview
10:10 - 10:55

Reframing diversity, equity & inclusion: how difference can make a difference

Wema Hoover

Wema Hoover, Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator, & former Global Head of Diversity, Equity and Inclusion at Google & Pfizer

As a former Chief Diversity Officer, Cultural Strategist and Employee Engagement Leader at Fortune 500 companies including Google, Pfizer, Sanofi, and Bristol-Myers Squibb, Wema Hoover demonstrates how to harness diversity to unlock an organization’s skills and abilities. She reveals how inclusive practices lead to increased employee engagement and collaboration, breakthrough thinking and enhanced innovation. Wema also discusses unconscious bias, how to create a culture of belonging, and cultural competence. An authentic, riveting and impactful speaker, Wema uses her lived experiences as a Black female senior executive to show the true potential of diversity and that differences really can make a difference.

A speaker photo for Wema Hoover

Wema Hoover

Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator, & former Global Head of Diversity, Equity and Inclusion, Google & Pfizer

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Networking coffee break
10:55 - 11:25

Networking coffee break

Plenary session
11:25 - 12:20

Evolving your firm operations: how are firms reinventing themselves post-pandemic

Jesse Cole, Rahul Agarwal, Amanda Coussens, Jim Clayton, Jason Snider
  • The democratization of private equity
  • How have investor relations evolved for you in the past couple of years, where are investors more focused?
  • How are you rethinking performance metrics and KPIs for post-pandemic goals
  • How are you using technology to create more operational efficiencies?
  • Has your data management journey accelerated and if so, how? Do you have a holistic view of your investment data across asset classes?
  • What do you see in next year vs longer horizon like 3 to 5 years?

Moderator:
Jesse Cole
, Global Head of Private Markets, State Street

Panelists:
Rahul Agarwal,
Head of Finance, Lindsay Goldberg
Jim Clayton
, National Private Equity Advisory Leader, BDO
Amanda Coussens, Chief Financial Officer and Chief Compliance Officer, P10
Jason Snider, Chief Financial Officer/Chief Compliance Officer, Gauge Capital

A speaker photo for Jesse Cole

Jesse Cole

Global Head of Private Markets, State Street

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A speaker photo for Rahul  Agarwal

Rahul Agarwal

Head of Finance, Lindsay Goldberg

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A speaker photo for Amanda Coussens

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

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A speaker photo for Jim Clayton

Jim Clayton

National Private Equity Advisory Leader, BDO

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A speaker photo for Jason Snider

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

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Breakout sessions III
12:20 - 13:10

Track A | Industry Trends | The continuing momentum of continuation funds

Debra Lussier, Blake Bennett, Bryan Fischer , Sanjay Sanghoee, Lance Taylor
  • Continuation fund popularity has skyrocketed and they currently account for over half the deal flow in private equity secondaries transaction
    • What is driving this trend and is it sustainable?
  • Facts vs fiction with the preconceived notions about continuation funds
  • How to structure continuation funds to ensure fairness and avoid potential misalignment of interests
  • Conflicts of interest considerations that arise while managing both an existing investment vehicle and another vehicle and how to strike the right balance between profit and fiduciary duty

Moderator:
Debra Lussier
, Partner, Ropes & Gray

Panelists:
Blake Bennett,
Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners
Bryan Fischer, Director, Crestline Investors
Sanjay Sanghoee, COO and CCO, Delos Capital
Lance Taylor, Partner & CFO, HGGC

A speaker photo for Debra  Lussier

Debra Lussier

Partner, Ropes and Gray

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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 Bryan Fischer

Bryan Fischer

Director, Crestline Investors

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A speaker photo for Sanjay Sanghoee

Sanjay Sanghoee

CCO, CFO, and CCO, Delos Capital

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A speaker photo for Lance  Taylor

Lance Taylor

Partner and Chief Financial Officer, HGGC

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12:20 - 13:10

Track B | Regulatory & Geopolitical Considerations | Overcoming the ongoing challenges of the new marketing rule

Graham Bippart, Jacob Comer , Julie Dixon, Nickie Norris, Béla Schwartz
  • What have been the biggest challenges to overcome when becoming compliant with the new marketing rule
  • How are you continuing to communicate and train your team on the revised rule and your firm’s updated policies and procedures
  • Are you prepared to adjust procedures, materials and documentation as best practices evolve?

Moderator:
Graham Bippart, Editor, Private Funds CFO

Panelists:
Jacob Comer,
Partner, General Counsel, and Chief Compliance Officer, NovaQuest Capital Management
Julie Dixon, CEO, Waystone Compliance Solutions
Nickie Norris, General Partner, COO & CCO, New Heritage Capital
Béla Schwartz, CFO, The Riverside Company

A speaker photo for Graham Bippart

Graham Bippart

Editor, PEI Group, Private Funds CFO

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A speaker photo for Jacob Comer

Jacob Comer

General Counsel and CCO, NovaQuest Capital

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A speaker photo for Julie Dixon

Julie Dixon

CEO, Waystone Compliance Solutions

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A speaker photo for Nickie Norris

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

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A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

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12:20 - 13:10

Track C | PE Firm Operations | Multi-strategy & multi-jurisdictional transitions: addressing growing pains along the way

Kwame Lewis, Jason Ment, Brad Pietras, Joe Riley, Annika Ward
  • What are the most common challenges when moving away from a single fund model and transitioning to multi-strategy?
    • What about when moving from one jurisdiction to another?
  • Understanding fiduciary duties and identifying and resolving conflicts as you grow
  • Ways to remain nimble even as your strategies become more complex
  • Communicating with limited partners about your expansion into different strategies & geographies

Moderator:
Kwame Lewis, Head of Product Innovation, Fund Services, North America, TMF

Panelists:
Jason Ment, Partner, President, Co COO, StepStone Group
Brad Pietras, Director of Finance, Level Equity
Joe Riley, Chief Financial Officer, McCourt
Annika Ward, VP Management Company Accounting, The Sterling Group

A speaker photo for Kwame Lewis

Kwame Lewis

Head of Product Innovation, Fund Services, North America, TMF

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A speaker photo for Jason Ment

Jason Ment

Partner, President & Co-COO, StepStone Group

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A speaker photo for Brad Pietras

Brad Pietras

Director of Finance, Level Equity

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A speaker photo for Joe Riley

Joe Riley

Chief Financial Officer, McCourt

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A speaker photo for Annika Ward

Annika Ward

VP Management Company Accounting, The Sterling Group

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12:20 - 13:10

Track D | Professional Development | CFO Network Members Only | The CFO of the future: expanding your knowledge to drive further impact at your firm (Member-only)

Jeff Bohl, Gerry Esposito, Billy Leigh, Evelyn C. Pellicone, Tom Walker

This session is for CFO Network members only.

  • How to engage your stakeholders and become a better data “storyteller”
  • How to better convey complex financial data and ideas in a digestible way
  • Enhancing your financial decision-making skills
  • Cross-functional knowledge of the company and becoming a better strategic partner to the CEO
  • Transcending the finance department to become a more holistic leader — what are non-financial skills you should cultivate?
  • How to spend less time putting out fires and more time being the strategic visionary and creating value for your firm

Moderator:
Jeff Bohl, CFO, Ontra

Panelists:
Gerry Esposito
, Partner & CFO, Newbury Partners
Billy Leigh, Business Transformation Practice Leader, Embark
Evelyn Pellicone, Chief Financial Officer, Crestview Partners
Tom Walker, Managing Director & Chief Financial Officer, Grain Management

A speaker photo for Jeff Bohl

Jeff Bohl

CFO, Ontra

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A speaker photo for Gerry Esposito

Gerry Esposito

Partner & CFO, Newbury Partners

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A speaker photo for Billy Leigh

Billy Leigh

Business Transformation Practice Leader, Embark

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A speaker photo for Evelyn C.  Pellicone

Evelyn C. Pellicone

CFO & Partner, Crestview Advisors, LLC

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A speaker photo for Tom Walker

Tom Walker

Managing Director and Chief Financial Officer, Grain Management

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Networking luncheon
13:10 - 14:10

Networking luncheon

Breakout Panels with Peer-to-Peer Workshops
14:10 - 14:35

Technology Breakout Panel | Addressing the need for enhanced connectivity between technology and data management tools

Arthy Kumar, Saba Ahmad, Noah Becker, Kristine O’Connor, Dean Schaffer
  • With an abundance of technology solutions how do you compile multiple information outputs in a way that’s useful?
  • Tips and tools for enhancing connectivity between technology and data tools
  • How can you streamline the number of productivity-enhancing tools you’re using?

Moderator:
Arthy Kumar, Industry Principal, Investments and Financial Services, Workiva

Panelists:
Saba Ahmad
, Partner and Chief Operating Officer, Turning Rock Partners
Noah Becker, Chief Financial Officer, LLR Partners
Kristine O’Connor, Chief Financial Officer & Managing Director, Franklin Park
Dean Schaffer, Managing Director, North America, Alter Domus

A speaker photo for Arthy Kumar

Arthy Kumar

Industry Principal, Investments and Financial Services, Workiva

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A speaker photo for Saba Ahmad

Saba Ahmad

Partner and Chief Operating Officer, Turning Rock Partners

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A speaker photo for  Noah	 Becker

Noah Becker

Chief Financial Officer, LLR Partners

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A speaker photo for Kristine O’Connor

Kristine O’Connor

Managing Director and Chief Financial Officer, Franklin Park

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A speaker photo for Dean Schaffer

Dean Schaffer

Managing Director, Alter Domus

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14:10 - 14:35

DEI Breakout Panel | Steps for elevating diversity equity and inclusion initiatives at your firm and beyond

Jennifer Banzaca, Indhira Arrington, Susan Black-Beth, Amanda Misch, Allison Miyake
  • What are the elements of a best-inclass DEI program?
  • What are the most comprehensive ways to assess progress?

Moderator:
Jennifer Banzaca
, Senior Reporter – Private Funds CFO, PEI

Panelists:
Indhira Arrington, Partner, Global Chief Diversity Equity and Inclusion Officer, Ares Management Corporation
Susan Black-Beth, COO, Avante Capital Partners
Amanda Misch, Vice President of Compliance and Legal, Trilantic North America
Allison Miyake, Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

A speaker photo for Jennifer  Banzaca

Jennifer Banzaca

Senior Reporter, Private Funds CFO

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A speaker photo for Indhira Arrington

Indhira Arrington

Partner, Global Chief Diversity Equity and Inclusion Officer, Ares Management Corporation

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A speaker photo for Susan Black-Beth

Susan Black-Beth

COO, Avante Capital Partners

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A speaker photo for Amanda Misch

Amanda Misch

Vice President of Compliance and Legal, Trilantic North America

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A speaker photo for Allison Miyake

Allison Miyake

Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

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14:10 - 14:35

ESG Breakout Panel | ESG Data collection & reporting

Chad Erwin, Amanda Carty, Kara Goodloe Harling, Allison Spector, Christine Smoragiewicz
  • How to measure and report on the financial return on ESG activities
  • Ensuring accuracy and overcoming concerns about the trustworthiness of ESG data

Moderator:
Chad Erwin
, SVP, Global Head of Asset Owners/Allocators, Backstop Solutions Group

Panelists:
Amanda Carty,
General Manager, ESG & Data Intelligence, Diligent
Kara Harling
, COO, CFO, Mountain Capital Management
Christine Smoragiewicz, Chief Financial Officer & Chief Compliance Officer, MPE Partners
Allison Spector, Head of ESG, One Rock Capital Partners

A speaker photo for Chad Erwin

Chad Erwin

SVP, Global Head of Asset Owners/Allocators, Backstop Solutions Group

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A speaker photo for Amanda Carty

Amanda Carty

General Manager, ESG & Data Intelligence, Diligent

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A speaker photo for Kara	 Goodloe Harling

Kara Goodloe Harling

Senior Managing Director and Chief Compliance Officer, Mountain Capital Management, LLC

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A speaker photo for Allison Spector

Allison Spector

Head of ESG, One Rock Capital Partners

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A speaker photo for Christine Smoragiewicz

Christine Smoragiewicz

Chief Financial Officer & Chief Compliance Officer, MPE Partners

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Breakout Panels with Peer-to-Peer Workshops
14:35 - 15:15

Peer-to-Peer technology workshop

Similar to our think tank sessions, these workshops will give delegates the opportunity for peer-to-peer discussion and the sharing of best practices around making data more usable without requiring considerable manual input and ways to automating manual processes.

14:35 - 15:15

Peer-to-Peer DEI workshop

Similar to our think tank sessions, these workshops will give delegates the opportunity for peer-to-peer discussion and the sharing of best practices around elevating diversity equity and inclusion initiatives at your firm and throughout your portfolio.

14:35 - 15:15

Peer-to-Peer ESG workshop

Similar to our think tank sessions, these workshops will give delegates the opportunity for peer-to-peer discussion and the sharing of best practices around ESG data collection & reporting.

Networking break
15:15 - 15:45

Networking break

Plenary session
15:45 - 16:35

Adapting to the newly accelerated pace of fundraising & reporting

Jonathan Balkin, Danny Bloomstine, Debra Bricker, Joshua Cherry-Seto, Omar Rahman
  • Adapting to the accelerated pace caused by – retaliation and influx of new investors
  • Post covid changes
    • Hybrid format and less road shows
    • Rapid deployment of capital that seems to have stuck.
  • Firms are now going to market every 2 years vs 4 year previously
  • How to adapt to the extreme competition in fundraising
  • Finding the right tools and systems to manage the post pandemic workflow
  • Outsourcing considerations

Moderator:
Jonathan Balkin
, Founder & Executive Director, Lionpoint Group

Panelists:
Danny Bloomstine,
Business Development, Private Equity & Venture Capital, Juniper Square
Debra Bricker, Chief Financial Officer and Chief Compliance Officer, Hunter Point Capital
Joshua Cherry-Seto, Partner & Chief Financial Officer, StartUp Health
Omar Rahman, CFO, Access Holdings Management

A speaker photo for Jonathan Balkin

Jonathan Balkin

Founder and Executive Director, Lionpoint Group

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A speaker photo for Danny Bloomstine

Danny Bloomstine

Business Development, Private Equity & Venture Capital, Juniper Square

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A speaker photo for Debra Bricker

Debra Bricker

Chief Financial Officer and Chief Compliance Officer, Hunter Point Capital

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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 Omar Rahman

Omar Rahman

CFO, Access Holdings Management

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Plenary session
16:35 - 17:25

New faces of finance

Danilsa Lopez, Matthew Maguire, Pamela Ramigadu, Steve Sims, CFA, Nina Yoo

The private markets industry is embracing a younger, more diverse talent pool. This session will feature CFOs and COOs who have been recognized in our Private Funds CFO 2023 New Faces of Finance list. We’ll dive into topics such as

  • major accomplishments they’ve been crucial in bringing about at their firms
  • how to approach leadership and innovation as a younger professional
  • what they think it takes to become a future leader in private funds finance

Moderator:
Danilsa Lopez, Partner, Audit, Grant Thornton

Panelists:
Matthew Maguire,
Finance Director, Park Square Capital
Pamela Ramigadu, Chief Financial Officer, Adenia Partners
Steve Sims, Chief Operating Officer and Chief Compliance Officer, Braemont Capital
Nina Yoo, Chief Financial Officer, Fengate Asset Management

A speaker photo for Danilsa Lopez

Danilsa Lopez

Partner, Audit, Grant Thornton

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A speaker photo for Matthew Maguire

Matthew Maguire

Director, Finance & Strategy and Head of ESG, Park Square Capital, LLP

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A speaker photo for Pamela Ramigadu

Pamela Ramigadu

Chief Financial Officer, Adenia Partners

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A speaker photo for Steve Sims, CFA

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

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A speaker photo for Nina Yoo

Nina Yoo

Chief Financial Officer, Fengate Asset Management

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Closing remarks
17:25 - 17:30

Closing remarks

End of conference
17:30 - 17:30

End of conference

2023 Speakers

Contact Kellie Green at kellie.g@peimedia.com or call + 1 646 921 2557 | ext 205 for speaking opportunities.

Rahul Agarwal

Head of Finance, Lindsay Goldberg

Rahul is Head of Finance of Lindsay Goldberg. Previously, Rahul was Chief Financial Officer at CIFC Asset Management. Earlier in his career, he was Co-Head of Finance for Private Equity at The Blackstone Group. Rahul is a CFA Charterholder, Certified… Read full bio

Saba Ahmad

Partner and Chief Operating Officer, Turning Rock Partners

Saba Ahmad, Partner and COO. Ms. Ahmad is a Partner at Turning Rock where she serves as COO and oversees all non-investment related activities at the firm. Prior to joining Turning Rock Partners, Ms. Ahmad spent over seven years at Fortress Investmen… Read full bio

Frank Anduiza

EVP, Head of Private Fund Sales, Ultimus LeverPoint

As Executive Vice President, Head of Private Fund Sales, Frank is responsible for growing the private fund administration business and overseeing the private fund business development team at Ultimus LeverPoint. He develops the sales and market strat… Read full bio

Anne Anquillare, CFA

Head of CSC U.S. Fund Services

Anne is the Head of CSC’s U.S. Fund Services. Anne has been active in the private equity industry since 1993 and maintains her long-standing passion for bringing best in class investor reporting experience along with business process improvements to… Read full bio

Indhira Arrington

Partner, Global Chief Diversity Equity and Inclusion Officer, Ares Management Corporation

Mrs. Arrington is a Managing Director and Global Chief Diversity, Equity and Inclusion ("DEI") Officer in the Ares Human Resources Department, and partners with the firm's DEI Council to advance Ares' strategy to attract, develop, engage and advance… Read full bio

Elliot Attie

Partner and CFO, Trilantic Capital Management L.P.

Elliot Attie is a Partner and the Chief Financial Officer of Trilantic North America. Elliot joined Trilantic North America at its inception in 2009, prior to which he was a Vice President at Lehman Brothers Merchant Banking (LBMB). Prior to joining… Read full bio

Jonathan Balkin

Founder and Executive Director, Lionpoint Group

Jonathan founded Lionpoint to deliver market-leading technology and operations solutions to firms in the private markets industry. Jonathan spearheads many of Lionpoint’s technology vendor partnerships, ensuring the business is at the forefront when… 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

Noah Becker

Chief Financial Officer, LLR Partners

Mr. Becker joined LLR Partners in 2012 and is responsible for financial reporting and oversight of all administrative financial matters. Prior to joining LLR he held senior financial positions at early stage as well as established entities and previo… 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

Michelle Bergman

Chief Compliance Officer and General Counsel, Vestar Capital Partners

Michelle D. Bergman, is General Counsel and Chief Compliance officer of Vestar Capital Partners. Ms. Bergman has been associated with Vestar for over 10 years and became its General Counsel in 2020. Ms. Bergman has previously founded two law firms th… Read full bio

Graham Bippart

Editor, PEI Group, Private Funds CFO

Graham Bippart is editor of Private Funds CFO. He has been a capital markets journalist for more than a decade, covering everything from securitization and over-the-counter derivatives to bank regulation, monetary policy, bond markets and more across… Read full bio

Susan Black-Beth

COO, Avante Capital Partners

Susan is the Chief Operating Officer of Avante Capital Partners. Susan previously served as the COO of NRD Capital, a private equity fund managing $220MM focused on investing in franchise and multi-location businesses. Susan is one of the few people… Read full bio

Danny Bloomstine

Business Development, Private Equity & Venture Capital, Juniper Square

Danny is based in New York City and leads Business Development for east coast venture capital at Juniper Square, an institutional fund administrator with differentiated technology. He works with both PE and VC firms to evaluate their: • Fund admin se… Read full bio

Jeff Bohl

CFO, Ontra

Jeff is the CFO of Ontra. Prior to Ontra, Jeff was a Managing Director at H.I.G. Capital in San Francisco. Earlier, Jeff worked in technology investment banking at J.P. Morgan and product management at Salesforce.com. Jeff holds an M.B.A. from Harvar… Read full bio

Robby Bourgeois

Partner & Chief Financial Officer, Varagon Capital Partners

Robby Bourgeois is a Partner of Varagon and serves as the firm’s Chief Financial Officer. Robby joined Varagon from Sixth Street Partners (“Sixth Street”) (formerly TPG Sixth Street Partners, the credit investing platform of TPG). Robby held multiple… Read full bio

Debra Bricker

Chief Financial Officer and Chief Compliance Officer, Hunter Point Capital

Ms. Bricker is the Chief Financial Officer and Chief Compliance Officer at Hunter Point Capital. Prior to joining HPC, Ms. Bricker served as the Global Chief Financial Officer at The Rohatyn Group (“TRG”), a leading emerging markets asset manager wit… Read full bio
Kyle Burrell EY

Kyle Burrell

Partner, Financial Services Office, Ernst & Young LLP

Kyle is a partner in the asset management practice of Ernst & Young’s Financial Services Office and is responsible for coordinating assurance services to our clients, working closely with our tax and transaction support practices. Kyle has 18 yea… Read full bio

Tania Carnegie

Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Tania is the Global Lead for ESG and Impact Investing services for KPMG’s Private Equity and Asset Management clients. Based in New York, she is a Partner in KPMG’s ESG and Climate Strategy practice. She advises institutional investors on strategies… Read full bio

Amanda Carty

General Manager, ESG & Data Intelligence, Diligent

Amanda Carty serves as General Manager, ESG & Data Intelligence for Diligent Corporation, the leader in modern governance providing SaaS solutions across governance, risk, compliance, audit and ESG with more than $500 million in revenue and a $7… 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

Alfred Chuang

Managing Director and Chief Financial Officer, Kensington Capital Partners

Alfred is the Managing Director and Chief Financial Officer of Kensington and is responsible for finance and operations, including valuations, audit and assurance, and financial planning and strategy. Alfred has led global teams in areas of investmen… Read full bio

Blinn Cirella

CFO, Saw Mill Capital

Blinn joined Saw Mill in 2006 where she manages the financial administration of the firm and its back office, including LP reporting, accounting, and audit and tax preparation. Prior to joining Saw Mill, Blinn was a Director at Bisys Private Equity S… Read full bio

Jim Clayton

National Private Equity Advisory Leader, BDO

Jim is a strategic planner and progressive business transformation strategist with more than 20 years of combined experience impacting the visibility and performance of companies through orchestration of resources, operations, process improvement, po… Read full bio

Jesse Cole

Global Head of Private Markets, State Street

Jesse Cole is senior vice president and global head of Private Markets at State Street. He is responsible for our Private Markets strategy, service offerings and business. Jesse’s career spans more than 30-plus years in the financial services industr… Read full bio

Dina Colombo

CFO/COO, GreyLion Capital

Prior to GreyLion, Ms. Colombo was Chief Financial Officer & Managing Director of CCMP Capital Advisors. Previously, she held a variety of responsibilities at JPMorgan Partners, including investor reporting, investment structuring, portfolio mana… Read full bio

Jacob Comer

General Counsel and CCO, NovaQuest Capital

Jacob Comer is a Partner and the General Counsel and Chief Compliance Officer of NovaQuest Capital Management, a private investment firm focused on investments in the biopharmaceutical and life sciences sectors. He has 19 years of legal and regulator… Read full bio

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Andrew is the Chief Financial Officer and Chief Compliance Officer, responsible for Gatewood’s operations, financial matters and compliance program. Prior to this role, he was a Director at Duff and Phelps in their Alternative Asset Advisory practice… 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

Jason Currier

Managing Director, Chief Financial Officer, Audax Private Equity

Jason is a Managing Director and the Chief Financial Officer for Audax Private Equity, based in Boston. In this capacity, he is responsible for financial reporting, valuation and administration of Audax Group’s private equity funds and the financial… Read full bio

Heidi Deiner

National Executive Director, Private Equity CFO Association

Heidi Deiner is a SVP at Citizens Bank and the National Executive Director of the Private Equity CFO Association. Prior to working for Citizens, Heidi was the founder and president of HLM Consulting, a boutique firm providing outsourced business deve… Read full bio

Julie Dixon

CEO, Waystone Compliance Solutions

Julie Dixon is the CEO of Waystone Compliance Solutions and has over 20 years of experience in financial services. A regulatory compliance expert, Julie has a wealth of experience in both buy-side and sell-side that covers both the public and private… Read full bio

Jessica Duran

Managing Director, Chief Financial Officer, TSG Consumer Partners

Jessica Duran is the Managing Director and Chief Financial Officer at TSG Consumer Partners, a San-Francisco based private equity firm which focuses exclusively on the branded consumer sector. Ms. Duran joined TSG from Deloitte, LLP where she was a p… Read full bio

Jaime L. Eichen

Partner, FSO Assurance Services, Ernst and Young LLP

Jaime is an audit partner in EY’s Financial Services Organization. She has over 24 years of experience in the asset management industry and provides audit services to private equity funds, venture capital funds, hedge funds, mutual funds, ETFs, BDCs,… Read full bio

Dominic Elias

Chief Client Advisory Officer, EWM Global

Dominic is the Chief Client Advisory Officer at EWM Global. In this role, he leads the advisory aspects of EWM Global’s business and is responsible for implementing key client strategies to create long-term partnerships. Dominic collaborates with our… Read full bio

Chad Erwin

SVP, Global Head of Asset Owners/Allocators, Backstop Solutions Group

Over the past 20+ years in the institutional investment industry, Chad has served in multiple roles, including portfolio manager, head of global due diligence, and chief operating officer. Prior to joining Backstop in 2018, Chad honed his holistic ap… Read full bio

Gerry Esposito

Partner & CFO, Newbury Partners

Mr. Esposito is a Partner and serves as the Chief Financial Officer and Chief Compliance Officer of Newbury, responsible for all aspects of operations, internal and external financial reporting, and regulatory oversight. Prior to Newbury, Mr. Esposit… Read full bio

Cesar Estrada

Private Markets Segment Head, Arcesium

Cesar Estrada is the Private Markets Segment Head at Arcesium, a financial technology providing data-centric cloud-based solutions to alternative investment managers. Previously Mr. Estrada was Senior Managing Director and Alternatives Segment Head f… Read full bio

Simon Eyre

Chief Information Security Officer, Drawbridge

Managing Director and Chief Information Security Officer at Drawbridge. He is a leader and frequent public speaker on all aspects of Cybersecurity with a particular focus on the Alternative Investment Markets. Simon brings more than 20 years of deep… Read full bio

Colleen Fay

Tax Partner, Withum

Colleen has over 15 years of experience in accounting and the alternative investment industry. Her expertise is in tax compliance and consulting for hedge funds, private equity funds, venture capital funds, funds of funds, general partners and manage… Read full bio
Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

Eric Feldman joined global private equity firm The Riverside Company in 2011. He is responsible for all aspects of the firm’s global technology strategies including application development, project management, information security and an IT infrastru… Read full bio

Bryan Fischer

Director, Crestline Investors

Bryan Fischer joined Crestline in 2021 and is a Business Development Director in the Fund Liquidity Solutions Group. Mr. Fischer has 17 years’ experience in business development and alternative investments. Prior to joining Crestline, he was Director… Read full bio

Bethany Foullois

Chief Operating Officer & Chief Compliance Officer, LNK Partners

Bethany has been with LNK since its inception and has over 26 years of operational, marketing, and technology experience, 17 of which have been in private equity with LNK. Prior to LNK, Bethany was at Gartner, the world’s leading IT research and advi… Read full bio

Heather Fraser

Chief Financial Officer and Managing Director, TZP Group

Heather Fraser joined TZP Group in June 2022. Heather began her career at KPMG, LLP in the assurance practice. In 2000, Heather joined Swander Pace Capital (“SPC”). During her 20-year tenure, Heather transformed the operations of SPC, building all as… Read full bio

Adam Freedman

Managing Director & Chief Compliance Officer, HarbourVest Partners

Adam Freedman joined HarbourVest in 2022 as Chief Compliance Officer and oversees all aspects of the Firm’s global compliance functions. Adam has more than 15 years of in-house legal and compliance experience. Prior to joining the Firm, Adam was the… Read full bio

Brian Garfield, CFA, ASA

Managing Director, Lincoln International

Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to valu… Read full bio

James Gaven

General Counsel & Chief Compliance Officer, SK Capital Partners

Mr. Gaven joined SK Capital as General Counsel & Chief Compliance Officer in 2022. Prior to joining SK Capital, Mr. Gaven spent over 11 years as Senior Counsel & Chief Compliance Officer at Welsh, Carson, Anderson & Stowe. In addition to… Read full bio

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Jeffrey Gilbert is the Chief Operating Officer and General Counsel of Carnelian Energy Capital Management, L.P., where he oversees Carnelian’s administrative, compliance and legal functions. Mr. Gilbert focuses on fund and corporate matters and other… Read full bio

Kara Goodloe Harling

Senior Managing Director and Chief Compliance Officer, Mountain Capital Management, LLC

Mrs. Harling serves as the Senior Managing Director and Chief Compliance Officer to Mountain Capital where she is responsible for accounting, finance, treasury, compliance and overall fund operations. She began her career in 2000, with a concentratio… Read full bio

Tanya Hayes

Partner, Human Capital and ESG, Frazier Healthcare Partners

Tanya joined Frazier Healthcare Partners in January 2020 on the Growth Buyout team. Tanya is a human capital leader focusing on pre-investment organizational due diligence and post-acquisition management to create long-term value for portfolio compan… Read full bio

Darren Herz

Chief Financial Officer, Goldner Hawn

Darren Herz is the Chief Financial Officer of Goldner Hawn. He is actively involved in the firm’s activities including capital raising, finance, administration, information technology, compliance, investor relations, and working closely with portfoli… Read full bio

Maryna Higgins

Director of Finance, Quona Capital

Maryna Higgins has been leading Quona’s finance department since 2016. As Director of Finance, Maryna brings over a decade of experience in mid- and back-office operations to her role and manages all aspects of Quona’s corporate finances and fund ope… Read full bio

Wema Hoover

Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator, & former Global Head of Diversity, Equity and Inclusion, Google & Pfizer

Global Diversity, Equity & Inclusion Leader, Executive Coach & Culture Curator. Previously, she led global DEI efforts for Google, Pfizer, Sanofi, and Bristol-Myers Squibb to help inform and guide corporate leadership. Throughout her career,… Read full bio

Kelly Hurley

CFO, Centre Partners Management

Ms. Hurley joined Centre Partners in 2020. Prior thereto, she was the Management Company Controller at American Securities LLC and the Chief Financial Officer of The Arlon Group, both private equity firms. Before that, Ms. Hurley spent 13 years at St… Read full bio

Ron Insana

Senior Analyst & Commentator, CNBC

Highly respected business journalist, Ron Insana looks at today through the lens of economic history. Properly assessing the current environment is vital to determining what to do next. A savvy trend-watcher, Ron will offer insights to help investors… Read full bio

Priya Iyer

Chief Executive Officer and Board Member, Concertiv

Priya is a proven, high-growth entrepreneurial CEO with demonstrated success in scaling industry leading SaaS software platforms and delivering exceptional stakeholder value. She was awarded New England Entrepreneur of the Year in 2014; ranked on the… Read full bio

Aileen Keaney

Chief Financial Officer, Ethos Capital

Aileen is responsible for overseeing Ethos’ accounting, finance and operations activities. Prior to joining Ethos, Aileen was a Senior Vice President of Finance for Audax Group. During her 21-year tenure, she oversaw the growth of the finance support… Read full bio

William Kinnard

Regulatory Services Sales Director, SEI

William "Bill" Kinnard is a seasoned professional with over 25 years of experience in leading and managing change in the asset management industry. As a Director at SEI's Regulatory Services team, Bill is committed to delivering exceptional results t… Read full bio

Arthy Kumar

Industry Principal, Investments and Financial Services, Workiva

Arthy Kumar is an Industry Principal at Workiva. She drives the go-to-market strategy, execution, and success of reporting and compliance solutions for banking, investment, and insurance companies. Arthy’s previous roles at Workiva include Director o… Read full bio

Billy Leigh

Business Transformation Practice Leader, Embark

Billy Leigh, a Marine Corps veteran and SVP of Strategy at Embark, has devoted his entire career to making the office of the CFO a strategic business partner in organizations. An evangelist for the power of data and technology and their ability to dr… Read full bio

Jocelyn Lewis

Managing Director-Head of Private Debt Commercial Strategy, S and P Global

Ms. Lewis is a senior member of the commercial strategy team within S&P Global Market Intelligence’s software solutions business. She is responsible for our private debt strategy globally as well as product development and client engagement. Prev… Read full bio

Kwame Lewis

Head of Product Innovation, Fund Services, North America, TMF

Kwame Lewis is the Head of Product Innovation, Fund Services for North America and has nearly two decades of experience in financial services focused on investment management. Kwame is seen as a leader within the private equity industry and has built… Read full bio

Danilsa Lopez

Partner, Audit, Grant Thornton

Danilsa Lopez has more than seventeen years of public accounting experience serving clients in the asset management sector of the financial services industry group at Grant Thornton based in New York City. She has successfully led multiple financial… Read full bio

Debra Lussier

Partner, Ropes and Gray

Debra Lussier is a partner in Ropes and Gray’s asset management group and the co-leader of the firm’s buyout and growth equity funds team. Deb counsels sponsors at all stages, from new managers launching their first funds, to mature sponsors who have… Read full bio

Matthew Maguire

Director, Finance & Strategy and Head of ESG, Park Square Capital, LLP

Matthew is Director of Finance and Strategy and Head of ESG at Park Square Capital, and a member of the firm’s ESG Committee and the AIFM’s Valuation Committee. Prior to joining Park Square in 2016, Matthew worked at the Children’s Investment Fund Fo… Read full bio

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Mr. Mardirossian is a member of Kohlberg’s Investment Committee, overseeing investor relations and the Firm’s financial, compliance and administrative functions. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a P… Read full bio

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook Partners

Michael Martinez is the Chief Operating Officer and General Counsel at Pine Brook Partners. He also sits on the firm’s Management Committee. Michael is responsible for the firm’s operations, including investor relations, legal, information technology… Read full bio

Hemal Mehta

Founder and CEO, Atominvest

Hemal is the CEO and Head of Product at Atominvest, who build next-gen technologies for the private markets and asset management space. Atominvest’s software enables the world’s leading asset managers to efficiently manage their business across all c… Read full bio

Jason Ment

Partner, President & Co-COO, StepStone Group

Mr. Ment is the President and Co-COO of StepStone Group where he focuses on operational and firm management activities. Prior to joining StepStone in 2010, Mr. Ment was general counsel of Citi Private Equity, a US$10 billion equity co-investment, mez… Read full bio

Amanda Misch

Vice President of Compliance and Legal, Trilantic North America

Amanda is a Vice President of Compliance and Legal at Trilantic Capital Management L.P. a middle-market private equity firm focused on control and significant minority investments in North America within the Business Services, Consumer and Energy sec… Read full bio

Allison Miyake

Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

Allison joined Clarendon in 2022 with over 20 years of experience in fund management, compliance, administration, investor relations and accounting. At Clarendon, Allison oversees fund management and compliance. Allison worked over fifteen years in v… Read full bio

Eve Mongiardo

Chief Financial Officer Blue Wolf Capital Partners

Ms. Mongiardo is Chief Financial Officer (CFO) and Chief Compliance Officer (CCO) at Blue Wolf Capital Partners. She oversees all aspects of finance, compliance, investor relations and reporting; including investment and tax structuring, fundings, va… Read full bio

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Ms. Norris co-founded New Heritage Capital in 2006 and serves as NHC’s Senior Partner, COO, and CCO. With over 20 years in the private equity industry, Ms. Norris has extensive experience on both the investment and operations side of the business. Sh… Read full bio

Kristine O’Connor

Managing Director and Chief Financial Officer, Franklin Park

Kristine is Chief Financial Officer and Managing Director of Franklin Park. At Franklin Park, Kristine leads the accounting and reporting functions. She is also actively involved in the firm's compliance efforts. Prior to joining Franklin Park in 200… Read full bio

Michael Patanella

Managing Partner - Asset Management, Grant Thornton

Michael has been with Grant Thornton for over 19 years. He has been an audit partner for 14 years and has served as the National Asset Management sector leader for approximately 9 years. Michael has over 24 years of experience in public accounting, a… Read full bio

Evelyn C. Pellicone

CFO & Partner, Crestview Advisors, LLC

Evelyn Pellicone joined Crestview in March 2007 as chief financial officer and is a partner of the firm. She currently oversees the firm’s financial operations and financial reporting. Previously, Evelyn was CFO of Apax Partners U.S. Prior to Apax, E… Read full bio

Verdun Perry

Global Head of Blackstone Strategic Partners, Blackstone

Verdun S. Perry is the Global Head of Blackstone Strategic Partners (“Strategic Partners”), Blackstone’s dedicated secondary fund manager, with over $66 billion of assets under management. Since 2000, Strategic Partners has been one of the market’s m… Read full bio

Brad Pietras

Director of Finance, Level Equity

Brad Pietras is the Director of Finance at Level Equity where he oversees finance. Prior to joining Level, Mr. Pietras was a Vice President and the Controller at Lightyear Capital where he was responsible for all finance, accounting, and tax function… Read full bio

Paul Ponzeka

Chief Technology Officer, Abacus Group

Paul Ponzeka is the Chief Technology Officer at Abacus Group, responsible for Cybersecurity, Engineering, Networking and Product Development. Paul was previously Managing Director of Engineering at Abacus. Prior to joining Abacus in 2012, Paul was He… Read full bio

Omar Rahman

CFO, Access Holdings Management

Omar joined Access Holdings in 2017 as the firm’s Chief Financial Officer and Chief Compliance Officer. As a member of Access’s senior leadership team, Omar oversees and manages corporate and partnership financial management, tax, treasury, fund mana… Read full bio

Rama Ramachandran

Chief Technology Officer, Black Diamond Capital Management

Rama Ramachandran is the Chief Technology Officer at Black Diamond Capital Management, and has had a phenomenal career in leading, architecting and building large scale enterprise solutions for mission critical environments in the Hedge Fund industry… Read full bio

Pamela Ramigadu

Chief Financial Officer, Adenia Partners

Pamela G.Ramigadu occupied various roles at Adenia starting as Assistant Accountant, Accountant, Chief Accountant and now is the Chief Financial Officer of Adenia. She oversees all the accounting and financial aspects of the day to day running of the… Read full bio

Joe Riley

Chief Financial Officer, McCourt

Bio coming soon...

Paul Sanabria

Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

Paul leads the global secondaries business, focused on GP-led and special situation transactions, and partners with private equity, private credit, and secondary fund sponsors. Prior to joining the firm, he was co-head of Houlihan Lokey’s illiquid fi… Read full bio

Sanjay Sanghoee

CCO, CFO, and CCO, Delos Capital

Sanjay Sanghoee is COO, CFO and CCO of Delos Capital, a lower middle market private equity fund launched in 2013 and based in New York City. Mr. Sanghoee has more than 15 years of experience in investment banking and private equity. He is responsible… Read full bio

Dean Schaffer

Managing Director, Alter Domus

Dean joined Alter Domus in June 2021 and is a Managing Director. Based in New York, Dean has over 20 years of experience in the financial industry. He joined Alter Domus through its acquisition of Investors Economic Assurance (IEA), a global leader i… Read full bio

Maggie Schmitt

Chief Financial Officer, JMI Equity

Maggie leads JMI’s finance and accounting functions. Prior to joining JMI in 2009, Maggie worked in the audit practice of Deloitte. JMI Equity is a growth equity firm focused on investing in leading software companies. Founded in 1992, JMI has invest… Read full bio

Béla Schwartz

CFO, The Riverside Company

With more than 30 years in private equity, Béla Schwartz has been the Chief Financial Officer at Riverside since 1998. Mr. Schwartz holds an MBA in finance from the University of Michigan; a master’s in music from Northwestern University and bachelor… Read full bio

Jon Schwartz

President & COO, NewSpring

Jon Schwartz is President and Chief Operating Officer of NewSpring a leading provider of private equity capital managing over $3.0 billion across five distinct strategies. He oversees all operational aspects of the firm and its strategies including f… Read full bio

Saaima Shahin

Managing Director, PE CFO, New Mountain Capital

Saaima Shahin, Managing Director and Private Equity Chief Financial Officer, joined New Mountain in 2015. Saaima manages all aspects of the accounting, financial reporting and administration of New Mountain’s private equity funds and the firm’s gener… Read full bio

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Mr. Sims is the Chief Operating Officer and Chief Compliance Officer of Braemont where he is responsible for various operational, regulatory, financial, banking and compliance matters. Prior to joining Braemont, Mr. Sims was a Vice President at New R… Read full bio

Christine Smoragiewicz

Chief Financial Officer & Chief Compliance Officer, MPE Partners

Christine joined MPE Partners in 2021 as Chief Financial Officer and Chief Compliance Officer. She oversees the finance, compliance, and administrative functions of the firm. Christine joined MPE after serving 14 years as CFO and CCO at Intervale Cap… 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

Allison Spector

Head of ESG, One Rock Capital Partners

Allison Spector is the Head of ESG of One Rock Capital Partners, LLC. Prior to joining One Rock, Ms. Spector was Director of Responsible Investing and Sustainability at Nuveen, where she focused on sustainability initiatives across Real Assets and Pr… Read full bio

Andrew Spring

Chief Financial Officer and Managing Director, MidOcean Partners

Andrew Spring, Chief Financial Officer and Managing Director, joined MidOcean Partners at its inception. Prior to his current position, Mr. Spring was a Director at DB Capital Partners. Mr. Spring also was an associate at White & Case LLP. Mr. Sp… Read full bio

Dave Stangis

Partner & Chief Sustainability Officer, Apollo Global Management

Dave Stangis is Partner and Chief Sustainability Officer at Apollo and a member of the Firm’s Management Committee. Prior to joining Apollo, Dave founded 21C Impact, an advisory firm dedicated to delivering a differentiated impact on business results… 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

Lance Taylor

Partner and Chief Financial Officer, HGGC

Lance leads the Firm’s finance and accounting operations, provides leadership over the Firm’s human capital efforts and is involved in the day-to-day management of the Firm’s operations. Lance is a member of HGGC’s Management Committee and Valuation… Read full bio

John Teng

Director, Corporate Business Applications, H.I.G Capital

John Teng has over 25 years experience in Financial Services technology and operations, with a focus on Alternative Investments. Currently, John is the Director of Corporate Business Applications at H.I.G. Capital, and based in their Boston office. I… Read full bio

Greg Vilkin

CFO & COO, Upper90

Gregory Vilkin is a Chief Financial Officer and Chief Compliance Officer at Upper90 Capital Management, LP. Prior to Upper90, Gregory held the roles of CFO and CCO at Stabilis Capital Management from 2015 to 2021, where he oversaw finance and adminis… Read full bio

Snehal Waghulde

Managing Director, Deloitte

Snehal is a managing director within Deloitte’s investment management practice with a focus on Strategy & Analytics and is based in New York. She is passionate about helping her clients innovate, gain scale & efficiency and have a positive im… Read full bio

Tom Walker

Managing Director and Chief Financial Officer, Grain Management

Mr. Walker is a Managing Director and the Chief Financial Officer of Grain Management. Grain invests in global broadband technology and telecommunications infrastructure targeting hard assets and companies with inflation-protected revenue streams and… Read full bio

Annika Ward

VP Management Company Accounting, The Sterling Group

Annika joined Sterling in 2019 as the Management Company Controller. Annika joined Sterling from Trussway Manufacturing, LLC where she served as Assistant Controller. She started her career in Ernst and Young’s assurance practice. Annika is a Texas C… Read full bio

Adam Weinstein

Managing Director, COO, CFO, New Mountain Capital

Adam Weinstein, Managing Director, joined New Mountain in 2005. He serves as the Head of Firm Operations and Chief Financial Officer and helps to oversee and manage the Firm overall with the Founder/CEO. On a day to day basis, he helps to drive strat… Read full bio

Irene Willard

Chief Financial Officer, Dunes Point Capital

Ms. Willard joined Dunes Point Capital in 2020. Prior to joining Dunes Point Capital, Ms. Willard was the Chief Financial Officer of The Raine Group’s Principal Business, where she developed the finance function for the Firm’s growth equity, venture… 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

Mark Zogaria

CFO/COO, Summer Street Capital Partners

Mark is the Chief Financial Officer (CFO) and Chief Compliance Officer (CCO) at Summer Street Capital Partners. Mark is responsible for Summer Street’s financial administration and reporting, investor relations, company compliance and works closely w… Read full bio

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

At Soundcore Art is responsible for the financial operations of the firm and its investment partnerships as well as overseeing the firm’s compliance functions and the integration of our portfolio company acquisitions to improve efficiencies and profi… Read full bio

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