Private Funds
CFO
Network
CFO
Network
New York Forum
30 - 31 January 2024,
Sheraton Times Square, New York
Redefining the role of private equity CFOs & COOs
Join the Private Funds CFO Network to attend the 21st annual New York Forum on January 30-31, 2024.
The Forum will connect you with the most influential finance and operations decision-makers in private markets. Through two days of unrivalled networking and content, learn how your peers stay prepared for future innovations, trends, regulations, and market conditions.
Your learning and networking opportunities extend beyond the Forum. As a member of the Private Funds CFO Network, you can engage in discussions before and after the event, exchange ideas, and receive practical guidance through our dedicated online and in-person meetings with a reliable network of peers.
Join with your team of senior executives and save $500+ by September 29
Meet our keynote speakers
Join American Investment Council’s President and CEO for an exclusive interview as he looks at the state of private equity and what is to come in the year ahead. Topics of discussion include:
- His position on the SEC’s biggest regulatory proposal imposed in years
- 2024 initiatives coming from American Investment Council
- The state of private equity and how it is becoming more public facing
- Government perspective on the industry
- And more…
Drew Maloney
President and Chief Executive Officer
American Investment Council
Hear straight from the FBI as they discuss their initiatives for financial risk management and prevention. You’ll learn to proactively detect and amend vulnerabilities against money laundering and future cyber-attacks.
Amit Kachhia-Patel
Assistant Special Agent in Charge, Cyber Program
FBI
Paul Roberts
Assistant Special Agent in Charge, Complex Financial Crimes Branch
FBI
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.
Featured speakers
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
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.
Agenda
Download the latest agenda to see the timely and relevant topics that are being covered at the New York Forum.
If you are interested in a speaking role please contact Nikki Gale at nikki.g@pei.group.
All times are listed in Eastern Time (ET)
View agenda page
Agenda
Day 1 - Tuesday 30th
Registration
08:00 - 09:00
Registration – breakfast
PEI welcome
09:00 - 09:10
PEI welcome
Speaker:
Seth Kerker, Director of Events – Americas, PEI Group
Chair’s welcome
09:10 - 09:15
Chair’s welcome
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Keynote
09:15 - 10:00
Keynote
Plenary session
10:00 - 11:00
11th annual EY global CFO and COO benchmarking survey results
John Yantsulis
In this session, we will review the results of the eleventh annual survey of CFOs and COOs from across the globe. We’ve collected extensive data on people, processes, and planning for the future. The insights 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.
Panelist:
John Yantsulis, CFO & Partner, Searchlight Capital Partners
Networking break
11:00 - 11:30
Networking break
Think tank sessions | Delegates will have the opportunity to break into private think tank sessions to discuss many of the matters impacting both the private equity and venture capital industries. Designed to facilitate candid discussion, these closed-door sessions for CFOs and COOs will top of mind issues and challenges firms face today. Attendees can share best practices and you’ll gain solutions for common concerns facing your back office.
11:30 - 12:30
Track A (GPs only) | How is AI revolutionizing the industry?
Steve Sims, CFA,
Jason Snider
- Where can AI lend itself to improving efficiencies in the back and middle offices?
- The use of ChatGPT
- Addressing risks and concerns from investors about adoption at firms and portfolio companies
- Performing due diligence on AI platforms
- How are firms crafting and implementing protocols and procedures?
Facilitators:
Stephen Sims, Chief Operating Officer and Chief Compliance Officer, Braemont Capital
Jason Snider, Chief Financial Officer & Chief Compliance Officer, Gauge Capital
11:30 - 12:30
Track B (GPs only) | Today’s CFO – the evolution from financial gatekeeper firm-wide project manager
Blinn Cirella,
Christine Smoragiewicz
- Beyond financial cash management: what are CFOs spending their time accomplishing outside of finance (data, HR, IT, etc.)
- Balancing between various responsibilities and functions
- Striking a balance between accomplishing daily operations and strategically enhancing the firm
- Showcasing the importance of the CFO’s role to leadership
- Establishing a strong team behind the CFO as the role and responsibilities continue to evolve
Facilitators:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Christine Smoragiewicz, Partner, CFO & CCO, MPE Partners
11:30 - 12:30
Track C (GPs only) | The talent war: how firms are addressing and facing today’s challenges?
Greg Feig,
Mike Martinez
- Tools for retaining top professionals
- Tactics for attracting junior talent in a competitive market
- Skillsets required for finance and operations professionals at all levels
- Shifting the scene: pursuing talent with “untraditional” backgrounds and experiences
- How are firms filling information/skills gaps while they handle staffing changes?
- Managing a geographically dispersing workforce
Facilitators:
Greg Feig, Managing Director and Chief Financial Officer, CCMP Capital Advisors
Mike Martinez, Chief Operating Officer & General Counsel, Pine Brook
11:30 - 12:30
Track D (GPs only) | The Marketing Rule and more: navigating current compliance affairs
Brian Chibwe
- Ongoing concerns about Marketing Rule implementation
- Achieving net and gross IRR calculations
- LP disclosures
- Protecting sensitive information as firms enlist third parties and tools
- Sweep exam set up – what can the back/middle office do to prepare? (ESG data/policies, fees and expenses, records, compliant communication, etc.)
Facilitator:
Brian Chibwe, Chief Financial Officer, Clarion Capital Advisors
11:30 - 12:30
Track E (Service providers only) | Simultaneously managing client expectations while maintaining industry relevancy
- Fortifying strong, long-lasting relationships with clients
- Facing client concerns about staff turnover
- How are service providers navigating it?
- Demonstrating services and setting expectations to to firms of various sizes, asset classes and stages
- Ensuring your services/offerings are aligned with the state of the industry
Networking luncheon
12:30 - 13:30
Networking luncheon
Breakout sessions
13:30 - 14:20
Track A | Managing today’s fundraising expectations and approaches
- Adjusting and aligning expectations on LP capital deployment with the public economy
- What role is the CFO expected to play during fundraising?
- How can firms continue to be creative with fund structures to achieve fundraising goals?
- Evaluating geopolitical and regulatory concerns
- Data download: analyzing and collecting data to make informed decisions for both GPs and LPs
- Preparing for fundraising when you’re not in market
- Using artificial intelligence to enhance fundraising processes
13:30 - 14:20
Track B | Enhancing the relationship between management company CFOs and their portfolio companies
Mary Anne Capo ,
William Engels, CPA
- Establishing transparency between portfolio companies and firms
- Keeping tabs on performance outside of required reporting
- Utilizing the GP CFO as a resource
- Engaging with vendors, service providers, group purchasing, insurance, etc.
- Guiding companies on risk management and exposures
- Effectively gathering accurate and relevant data that is suitable for investor and management company reporting
Panelists:
Mary Anne Capo, CFO & CCO, CapStreet Group
William Engels, Chief Financial Officer, Apple Tree Partners
Denis Laloy, Partner & Chief Financial Officer, Kimmeridge
13:30 - 14:20
Track C | Quantifying valuations that align with today’s market
Joe Kopilak
- Gathering accurate calculations in today’s economic climate
- What impact does the public market have?
- Performing valuations with regulatory protocols in mind
- What are the SEC’s concerns and how to get ahead of them?
- Collaborating with the investment/deal teams to for successful calculations
Panelist:
Joseph Kopilak, Partner/CFO, Kelso & Company
13:30 - 14:20
Track D | Beyond the back-office series | Beyond the back office: Information technology/security
Jason Kaslow
Delegates will hear from a panel of experts who specialize in management company functions outside of finance. Throughout the discussions, attendees will gain a greater understanding of how these teams and their roles work in tandem with the finance and operations team and how they can add value to each other’s work.
- Delving into the role of the information technology at the firm
- Understanding top challenges and concerns from the technology leadership professionals (in-house and outsourced)
- How can the CFO and investment team work in tandem?
- Resourcing: managing tasks related to technology and information security if your firm does not have a team or individuals that solely focus on it
- Prioritizing responsibilities and current challenges regarding information technology/security
Panelists:
Jason Kaslow, CFO & CCO, Tiger Infrastructure Partners
John Spiridis, Managing Director, Varagon Capital
John Stecher, Senior Managing Director and Chief Technology Officer, Blackstone
Jason Kaslow
Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners
Read bio
Breakout sessions II
14:30 - 15:20
Track A | Refining data management and reporting practices to satisfy investors
Brian Schwenk
- Dissecting the complexities of aggregating data from various resources and funds
- Filling in the gaps: tools available to assist with data centralization, collection and formatting (i.e., AI, third parties, vendors, etc.)
- Weighing risks and rewards when sharing sensitive information with external providers or platforms
- Finding effective solutions to data mining across the portfolio
- Liaising with LPs as their requests for granular information increase
- ESG expectations and challenges
- Striking a balance between LP requests and what firms can showcase from portfolio companies
- ESG expectations and challenges
- How can existing reporting formats and templates simplify processes for the firm and simultaneously appease investors?
Panelist:
Brian Schwenk, Chief Financial Officer and Chief Compliance Officer, 1315 Capital
14:30 - 15:20
Track B | Outsource obstacles: addressing relationships with third parties as workloads elevate
Jaspreet Dehl,
Glenn Tucker,
Patty Xu
- Justifying the spend on outsourcing various tasks (fund administration, compliance, data management, IT, cybersecurity, tax, etc.)
- What are firm limitations on does and does not get outsourced?
- Grappling potential growing pains when onboarding providers and
- Upholding successful long-term partnerships
- Ensuring that outsourcing team member(s) are an extension of the firm
- How will the proposed SEC outsourcing rule effect relationships with partners?
Panelists:
Jaspreet Dehl, Managing Partner and Chief Financial Officer – Private Equity Group, Brookfield Asset Management
Glenn Tucker, SVP of Finance & Operations, CCO, Left Lane Capital
Patty Xu, CFO, Sterling Investment Partners
14:30 - 15:20
Track C | Governing cybersecurity as threats are increasingly omnipresent
- Making sure firms policies and procedures align with the current threats (i.e., personal device use, data breaches, AI/ChatGPT and wire fraud)
- Managing LP worries
- Demonstrating cyber vulnerabilities and various threats to all firm employees and in their various tasks
- SEC alert: tackling firm and portfolio company concerns as the Commission’s focus elevates
- Addressing investor due diligence and apprehension
- The role of the back/middle offices in managing portfolio company protection
- Key considerations for firms who outsource cybersecurity functions
14:30 - 15:20
Track D | Beyond the back-office series | Investment management and investor relations
Kevin Gasque
Delegates will hear from a panel of experts who specialize in management company functions outside of finance. Throughout the discussions, attendees will gain a greater understanding of how these teams and their roles work in tandem with the finance and operations team and how they can add value to each other’s work.
- Delving into the role of the investor relations department at the firm
- Understanding top challenges and concerns from the investor relations leadership professionals (in-house and outsourced)?
- How can the CFO work in tandem with the investment team?
- Resourcing: managing tasks related to investor relations if your firm does not have a team or individuals that solely focus on it
- Prioritizing responsibilities and current challenges in the investor relations function
Panelist:
Kevin Gasque, Partner, COO, CFO & CCO, Greycroft
Networking break
15:20 - 15:50
Networking break
Plenary session
15:50 - 16:35
Conducting cash risk management and finding effective fund finance solutions
- Lessons learned from the 2023 SVB and Signature bank crises
- What could have been done differently or avoided?
- Addressing LP concerns about cash management
- Diversifying your funding sources – analyzing the cost/benefit of creative fund financing solutions (credit, debt, subscription lines, NAV, etc.) in a tightening market
- AUM-tailored approaches
- How should firms of various sizes allocate their cash?
- Building trusted relationships with banks (existing and new)
- Modifying internal protocols and processes to mitigate banking risks
Panelist:
Kyle Wool, Chief Financial Officer, Energy Impact Partners
Keynote
16:35 - 17:20
Keynote
Drew Maloney
Drew Maloney, President and Chief Executive Officer, American Investment Council
Cocktail reception and end of day one
17:20 - 17:25
Closing remarks
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
17:25 - 18:25
Cocktail reception and end of day one
Agenda
Day 2 - Wednesday 31st
Breakfast
08:00 - 09:00
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
Private Funds CFO Network Membership circle breakfasts | Delegates will enjoy breakfast at breakout sessions based on membership circle involvement.
08:15 - 08:55
Breakfast networking breakout | Women
08:15 - 08:55
Breakfast networking breakout | Venture capital
08:15 - 08:55
Breakfast networking breakout | Emerging managers
Invite only think tanks | Delegates will have the opportunity to break into 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 senior finance and operations professionals will top of mind issues and challenges impacting their firms today.
09:00 - 09:50
CFO Think Tank (GP invite only) AUM less than $4B
Virginia Calvo ,
Tracey Chaffin
09:00 - 09:50
CFO think tank (GP invite only) | AUM greater than $4B
09:00 - 09:50
Senior finance executive think tank (GP only)
Chair’s opening remarks
10:00 - 10:05
Chair’s opening remarks
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Keynote
10:05 - 10:50
Keynote interview - FBI Frame of Reference: Analyzing and understanding complex risks in private markets
Amit S. Kachhia-Patel,
Paul Roberts
Hear from the FBI’s Amit Kachhia-Patel, Assistant Special Agent in Charge – Cyber Program and Paul Roberts, Assistant Special Agent in Charge – Complex Financial Crimes Branch, as they discuss the FBI’s initiatives in the Complex Financial Crimes and Cybersecurity branches and their insights on risk management and prevention.
Amit Kachhia-Patel, Assistant Special Agent in Charge – Cyber Program, Federal Bureau of Investigation
Paul Roberts, Assistant Special Agent in Charge – Complex Financial Crimes Branch, Federal Bureau of Investigation
Networking break
10:50 - 11:20
Networking break
Plenary session
11:20 - 12:05
Adopting optimal technologies to advance the firm
Pamela Bentley
- Assessing what solutions are successful and where technological improvements can be made
- How are firms of different sizes adjusting their allocated technology budgets to meet demand and innovation?
- Weighing the options to build in-house, use third parties or use software/platforms
- What tasks areas are requiring more technological assistance?
- The feasibility of streamlining tools across the various departments to increase operational efficiencies
Panelist:
Pamela Bentley, Chief Financial Officer, GCM Grosvenor
Breakout sessions
12:10 - 01:00
Track A | Setting realistic expectations for scaling your firm in a competitive environment
Jason Donner,
Mike Schiavo
- Determining feasible goals for both fundraising and management company success
- How can the back/middle offices lay the groundwork and collaborate across the firm?
- Fund size parameters – key considerations for firms of different AUMs and various operating models
- Identifying the right resources and tools assist with firm expansion
- When and how should firms evaluate if their current infrastructure meets their needs?
- Moving forward – deciding what functions stay in-house and are outsourced?
Panelists:
Jason Donner, Chief Financial Officer, Veritas Capital
Michael Schiavo, CFO, Fort Point Capital
12:10 - 13:00
Track B | Understanding the complexity of secondaries
- Navigating current interest rates
- Handling tax and valuation concerns
- Evaluating risks between GP-led vs. co-investments
- Understanding ILPA’s new guidance
- Addressing fees and expenses
12:10 - 13:00
Track C | Election redirection: preparing private markets for November’s outcome and beyond
- Change or no change: what will occur in private markets if there is a new administration, or it remains the same?
- Potential tax changes
- Will the continued SEC focus on private markets be here to stay?
- Reviewing and revisiting political contribution policies
- Readying the firm and funds for an economic shift
12:10 - 13:00
Track D | Beyond the back office series | Beyond the back office: Legal
Ross Oliver,
Adrienne Vannarsdall
Delegates will hear from a panel of experts who specialize in management company functions outside of finance. Throughout the discussions, attendees will gain a greater understanding of how these teams and their roles work in tandem with the finance and operations team and how they can add value to each other’s work.
- Delving into the role of the legal department at the firm
- Understanding top challenges and concerns from Chief Legal Officers/legal team leadership professionals
- How can the CFO work in tandem with legal teams (in-house and outsourced)?
- Resourcing: managing tasks related to legal if your firm does not have a team or individuals that solely focus on it
- Prioritizing responsibilities and current challenges regarding legal outside of compliance
Panelists:
Ross Oliver, Partner & General Counsel, Crestview Partners
Adrienne Vannarsdall, CFO, RC Capital
Networking luncheon
13:00 - 14:00
Networking luncheon
Breakout panels with peer-to-peer workshops | These sessions will be more interactive than a traditional breakout panel discussion. The sessions start with a 25-minute panel discussion and will be followed by a 40-minute interactive peer-to-peer workshop.
14:10 - 14:35
Breakout panel | Strengthening relationships with LPs
Adam Geisler
- Increasing face time with LPs in various scenarios (fundraising, holding period, reups, etc.)
- Managing the increase of ad-hoc requests while simultaneously collecting required quarterly and annual information
- Streamlining processes for LP requests
- What information is being asked for from the back/middle office by sponsors?
- What should the CFO presence be in IR activities?
Panelists:
Adam Geisler, Chief Financial Officer and Chief Compliance Officer, Activant Capital
Christopher Millin, Chief Financial Officer, 1315 Capital
14:35 - 15:05
Peer-to-peer LP relations workshop
Adam Geisler
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 LP relations.
14:10 - 14:35
Breakout panel | Approaching industry sentiments on carried interest
- Is carried interest a necessary incentive for talent?
- Allocating carry to all firm employees
- Addressing current and ongoing tax concerns
- Mitigating concerns from LPs and regulators on carried interest
- Tools available to accurately demonstrate and perform calculations
- Considerations for firms who are scaling or raising new funds
14:35 - 15:05
Peer-to-peer carried interest 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 carried interest.
14:10 - 14:35
Breakout panel | Translating the SEC’s increased focus on regulating private markets into daily operations
Jennifer Cattier,
Olibia Stamatoglou
- How frequently should compliance manuals be reviewed?
- Demonstrating risk awareness to all firm employees and how compliance is involved in their responsibilities
- Utilizing third parties to assist with increasing compliance efforts and requirements
- Proposal protocols: when and how should firms act upon rule proposals?
- Approaching proposed changes in Form PF
Panelists:
Jennifer Cattier, Chief Operating Officer, Cornell Capital
Olibia Stamatoglou, Managing Director, Chief Financial Officer & Chief Compliance Officer, Victory Park Capital
14:35 - 15:05
Peer-to-peer compliance workshop
Jennifer Cattier,
Olibia Stamatoglou
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 compliance.
Networking break
15:05 - 15:35
Networking break
Plenary session
15:35 - 16:20
New faces of finance 2024
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 2024 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 younger professionals
- What it takes to become a future leader in private funds finance
Closing remarks
16:20 - 16:25
Closing remarks
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
End of conference
16:25 - 16:25
End of conference
Speakers
Contact Nikki Gale at nikki.g@pei.group or call + 1 646 970 3813 | ext. 117 for speaking opportunities.
Pamela Bentley
Chief Financial Officer, GCM Grosvenor
Pamela Bentley is the firm’s Chief Financial Officer and is a member of the firm’s Operations Committee. She is responsible for managing the financial functions of the firm including overseeing activities related to corporate and fund accounting, tre… Read full bio
Virginia Calvo
CFO/CCO, Swander Pace Capital
Virginia Calvo joined Swander Pace Capital (“SPC”) in 2021 as Chief Financial Officer and Chief Compliance Officer and has over 26 years of experience in private equity. As a partner at SPC, she is responsible for all aspects of accounting, tax, comp… Read full bio
Mary Anne Capo
CFO & CCO, CapStreet Group
Mary Anne is the chief financial officer, chief compliance officer, and a member of the firm’s investment committee. Prior to joining Capstreet, Mary Anne was the regional director of operations and human resources for Grant Thornton where she served… Read full bio
Jennifer Cattier
Chief Operating Officer, Cornell Capital
Jenn is the Chief Operating Officer at Cornell Capital and has 25 years of experience across multiple alternative investment asset classes. Prior to joining the firm in 2022, Jenn served as the General Counsel and Chief Compliance Officer of SK Capit… Read full bio
Tracey Chaffin
CFO and Partner, Pamlico Capital
Ms. Chaffin joined Pamlico Capital in 1995. She serves as the firm’s Chief Financial Officer and Chief Compliance Officer is responsible for the firm’s portfolio administration, compliance, and finance activities. Ms. Chaffin is a Certified Public Ac… Read full bio
Brian Chibwe
Chief Financial Officer, Clarion Capital Partners
Prior to joining Clarion Capital Partners, he served as Director of Finance at ORIX Capital Partners, a middle-market private equity firm, where he oversaw finance and investor relations. Prior to ORIX, he served as Chief Financial Officer at Dubin… 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
Jaspreet Dehl
Managing Partner and Chief Financial Officer - Private Equity Group, Brookfield Asset Management
Jaspreet Dehl is a Managing Partner and Chief Financial Officer in Brookfield’s Private Equity Group. Ms. Dehl has held a number of senior finance positions, across Brookfield’s Private Equity and Private Funds business. Prior to joining Brookfield i… Read full bio
Jason Donner
Chief Financial Officer, Veritas Capital
Jason Donner joined Veritas Capital in 2006 as Chief Financial Officer and has broad oversight of all financial management functions of the firm and its private equity and credit investment platforms. Prior to joining Veritas, Jason co-managed the in… Read full bio
William Engels, CPA
Chief Financial Officer, Apple Tree Partners
William Engels is Chief Financial Officer at Apple Tree Partners (ATP), a leading life sciences venture capital firm. Before joining ATP, Bill was Chief Financial Officer and Chief Compliance Officer of Cohesive Capital Partners, a private equity co-… Read full bio
Greg Feig
Managing Director and Chief Financial Officer, CCMP Capital Advisors
Greg Feig is a Managing Director and Chief Financial Officer of CCMP. Prior to joining CCMP in 2006, Greg worked as an Assistant Controller at Ticketmaster Entertainment, Inc. Prior to Ticketmaster, Greg held senior accounting positions at Elias Arts… Read full bio
Lori Forlano
Managing Director, General Counsel, and Chief Administrative Officer, Lightyear Capital LLC
Lori Forlano is a Managing Director, the General Counsel, and the Chief Administrative Officer at Lightyear Capital. Ms. Forlano manages the Finance, Legal, and Operations team at Lightyear and is responsible for the day-to-day operations of Lightyea… Read full bio
Kevin Gasque
Partner, COO, CFO & CCO, Greycroft
Kevin joined Greycroft in 2023 and is based in Washington, DC. He oversees all internal operations, including Finance, Legal, Operations, HR, and IT. Prior to Greycroft, Kevin was a Partner and Chief Financial Officer of Global Private Equity at Carl… Read full bio
Adam Geisler
Chief Financial Officer, Activant Capital
Adam Geisler is the Chief Financial Officer and Chief Compliance Officer at Activant Capital. He is responsible for overseeing the financial, operational, accounting, and compliance functions of the firm. Prior to joining Activant, Adam was a Senior… Read full bio
Amit S. Kachhia-Patel
Assistant Special Agent in Charge - Cyber Program, Federal Bureau of Investigation
Assistant Special Agent in Charge (ASAC) Kachhia-Patel currently overseas the FBI New York Office’s Cyber program which encompasses approximately 100 personnel spread out over six (6) teams working both nation state and criminal intrusion matters. He… Read full bio
Jason Kaslow
Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners
Jason Kaslow is the CFO and CCO of Tiger Infrastructure Partners. Previously, Jason was the Controller and Director of Investor Relations at Zelnick Media Capital (ZMC). Prior to joining Zelnick Media Capital, Jason was a Senior Accountant at Citi Pr… Read full bio
Joe Kopilak
Partner & CFO, Kelso & Company
Joe joined Kelso in 2021. He spent the preceding two years at Pine Brook Partners, where he was Chief Financial Officer and Chief Compliance Officer. Prior to Pine Brook Partners, Joe was Chief Financial Officer and Chief Compliance Officer of Roundt… Read full bio
Drew Maloney
President and Chief Executive Officer, American Investment Council
Drew Maloney is President and Chief Executive Officer (CEO) of the American Investment Council (AIC), an advocacy and resource organization that represents the private equity and private credit industry. Maloney first joined the AIC in 2018 and has s… Read full bio
Mike Martinez
Chief Operating Officer & General Counsel, Pine Brook
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
David Mathewson
Partner & Chief Operating Officer, CCO, Quona Capital Management LLC
David Mathewson joined Quona Capital in 2022 as Partner & Chief Operating Officer. Prior to joining Quona, David was Senior Managing Director at Small Enterprise Assistance Funds (SEAF) where he was a member of the firm’s senior management team a… Read full bio
Christopher B. Millin, CPA, MBA
Chief Financial Officer, Performance Equity Management, LLC
Mr. Millin joined Performance Equity as a Manager of Finance in June 2005, and served as Controller for the management company since 2008. In March 2015, he was named Director of Fund Administration. In January 2019 Mr. Millin was named Senior Vice P… 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
Ross Oliver
Partner & General Counsel, Crestview Partners
Ross Oliver joined Crestview in 2011 and is a partner and the general counsel of the firm. Ross advises on fund formation, acquisitions and sales of investments, tax structuring, litigation, regulatory compliance and all other legal matters affecting… Read full bio
Paul Roberts
Assistant Special Agent in Charge, Federal Bureau of Investigation
Assistant Special Agent in Charge (ASAC) Paul Roberts currently leads the Complex Financial Crimes Branch in the New York Field Office of the FBI. In this role, he oversees all financial crime investigations in New York City area, to include Corporat… Read full bio
Mike Schiavo
CFO/COO, Fort Point Capital
Mike Schiavo joined Fort Point Capital in 2023 as the Chief Financial Officer and Chief Compliance Officer. He is responsible for all aspects of accounting, tax, financial management, reporting, compliance, and operations. Before joining Fort Point,… Read full bio
Brian Schwenk
Chief Financial Officer and Chief Compliance Officer, 1315 Capital
Brian Schwenk is the Chief Financial Officer and Chief Compliance Officer of 1315 Capital. Brian helped found 1315 Capital in 2014 and has over 18 years of experience in private equity. As CFO and CCO, his responsibilities include oversight of accoun… 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
Olibia Stamatoglou
Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC
Olibia Stamatoglou joined VPC in 2019 and is a Managing Director, Chief Financial Officer, and Chief Compliance Officer. She oversees business and fund operations, including finance, compliance, and accounting. She is a member of the firm’s Investmen… Read full bio
John Stecher
Senior Managing Director and Chief Technology Officer, Blackstone
John Stecher is the Chief Technology Officer of Blackstone. Mr. Stecher is responsible for all aspects of technology across Blackstone and advises the firm’s investment teams as well as acts as a resource to portfolio companies on technology-related… Read full bio
Adrienne Vannarsdall
CFO, RC Capital
Adrienne joined RCC in February of 2008. She oversees the accounting, finance, treasury and human resource functions for the RCC family of growth equity funds, as well as for the management company, River Cities Management, Inc. In addition, she part… Read full bio
Kyle Wool
Chief Financial Officer, Energy Impact Partners
Kyle Wool is the Chief Financial Officer at Energy Impact Partners (EIP). He is responsible for managing EIP’s financial operations including fund administration, accounting and financial reporting, valuations, tax, financial planning and analysis, a… Read full bio
Patty Xu
Chief Financial Officer, Sterling Investment Partners
Prior to Sterling, Patty was the Chief Financial Officer at Catalyst Investors, a growth equity firm in New York City for over 10 years. Prior to joining Catalyst, Patty was a Vice President at JP Morgan Chase within the Private Equity and Real Estat… Read full bio
John Yantsulis
CFO & Partner, Searchlight Capital Partners
Prior to joining Searchlight in 2010, Mr. Yantsulis worked as a CFO at Reservoir Capital in New York, where he enhanced the infrastructure and internal controls to create efficiencies within the finance and operations functions and established the fa… Read full bio
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.
Venue and hotel
The Sheraton NY Times Square Hotel
811 7th Avenue, 53rd street
New York, NY 10019
All conference sessions will take place at the Sheraton NY Times Square Hotel.
We’ve reserved a room block for attendees. Please book your room before Monday, January 9.
Where successful CFOs connect
Better connections at the New York Forum
Attendees all gained a 12-month membership to the Private Funds CFO Network, a service designed to enhance the New York Forum networking experience.
Members can connect with peers throughout the year, set up pre-meetings with those attending the New York Forum, meet in-person on the day, or pick up a conversation after the conference. The Network also provides opportunity for extra CPE credits for you and your team across the year.
Unique insight
Access critical insight in member-only sessions at the New York Forum along with preferential rates to attend any event in the Private Funds CFO portfolio.
Connection
Find and connect with like-minded professionals facing similar challenges ahead of the Forum to maximize your event experience.
Continuous learning
Gain additional CPE credits throughout the year by attending qualifying online content that keeps you ahead of the game.
Pre-Event Resources
Meet our advisory board members
Tracey Chaffin
CFO and Partner, Pamlico Capital
Ms. Chaffin joined Pamlico Capital in 1995. She serves as the firm’s Chief Financial Officer and Chief Compliance Officer is responsible for the firm’s portfolio administration, compliance, and finance activities. Ms. Chaffin is a Certified Public Ac… 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
Mike Martinez
Chief Operating Officer & General Counsel, Pine Brook
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
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