Setting the standard for private equity finance and operations
Join the Private Funds CFO Network at the 22nd annual New York Forum on February 4-5, 2025.
Connect with the most influential finance and operations decision-makers in private markets at the Hilton Midtown.
You will leave the two days of unrivalled networking and content with:
- A benchmark against your peers about how your firm stacks up
- Understanding of current and future regulations direct from SEC powerbrokers
- Ideas and actions on how to optimize your back office
Joining the New York Forum is more than just the event day. You will be connected to peers year-round through the Private Funds CFO Network.
Join with your team of senior executives
2024 keynote speakers included:
Drew Maloney
President and Chief Executive Officer
American Investment Council
American Investment Council’s President and CEO gave an exclusive interview as he looked at the state of private equity and what was to come in the year ahead.
Amit Kachhia-Patel
Assistant Special Agent in Charge, Cyber Program
FBI
Paul Roberts
Assistant Special Agent in Charge, Complex Financial Crimes Branch
FBI
Attendees heard straight from the FBI as they discussed their initiatives for financial risk management and more.
Meera Pandit
Executive Director, Global Market Strategist
J.P. Morgan Asset Management
Keynote speaker Meera Pandit discussed understanding current and future global economic markets, analyzing the global economy’s impact on private equity and more.
2025 Featured speakers
Past attendees include:
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…
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…
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.
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
As a member of the Private Funds CFO Network, you will have exclusive access to the New York Forum and stay connected with like-minded peers through our member’s activities across the year. Learn more.
Key discussion topics
Transformation/evolution of the CFO role
Tackling today’s fundraising climate
Managing the current regulatory environment
Adopting the right technology solutions to advance the firm
AI and the use of innovative technologies in private markets
Conducting cash and risk management
2024 Agenda
Download the 2024 agenda to see the timely and relevant topics covered at the New York Forum.
If you are interested in a speaking role please contact Kellie Green at kellie.g@pei.group.
All times are listed in Eastern Time (ET)
2024 Speakers
Contact Kellie Green at kellie.g@pei.group for 2025 speaking opportunities.
Norm Champ
Former Director of the Division of Investment Management, U.S. Securities and Exchange Commission
Connect with CFOs, COOs and their teams
The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.
2024 sponsors
Hilton Midtown, New York
1335 6th Ave, New York, NY 10019
All conference sessions will take place at the Hiton Midtown, New York.
Where CFOs, COOs and CCOs connect, learn and grow
Succeed through the Network
Expand your network, build lasting relationships and discuss opportunities that will help take your firm to the next level with the Private Funds CFO Network.
The Network’s dedicated membership team will ensure your experience at the New York Forum is first class with personalized introductions, timely roundtable discussions and much more.
Unlock your firm’s potential at the Forum and beyond when you join the Private Funds CFO Network.
Got questions? Our membership team is here to help!
<p style=”text-align: center;”><img class=”alignnone wp-image-93068 size-full” src=”https://www.peievents.com/en/wp-content/uploads/2022/12/PFCFO-Technology-Forum-1-1.png” alt=”” width=”300″ height=”300″ /></p>
<h3 style=”text-align: center;”><strong>PF CFO Network Content Calendar</strong></h3>
<p style=”text-align: center;”>View 2024 content calendar</p>
<p style=”text-align: center;”><span style=”color: #ffffff;”><a class=”c-button c-button–light c-button–rounded” style=”background-color: #a50050; color: #fff; text-decoration: none;” href=”https://www.peievents.com/en/event/cfo-data-and-technology/resources/” target=”_blank” rel=”“noopener””>Download</a></span></p>
Our network makes decisions that shape markets
We are a professional peer-to-peer membership offering a wide range of resources, thought leadership and networking opportunities. The Network provides members with essential information on market trends, compliance topics, regulatory insights, useful tools, online and in-person events and a comprehensive resource library. Members have access to behind-the-scenes, closed-door conversations among a community of peers who share their knowledge and expertise within our trusted Network.
Pre-Event Resources
2025 Advisory Board
Contact Kellie Green at kellie.g@pei.group for 2025 speaking opportunities.
