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.
With membership, the conversation begins before and continues after the Forum. You can exchange ideas and gain practical guidance year-round by meeting online and in person with a dependable network of peers.
Join with your team of senior executives and save | Monthly CPE credits available
2023 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 New York Forum are part of the Private Funds CFO Network. Members have monthly CPE credit opportunities and stay connected across the year. Learn more.
2023 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…
2023 featured speakers
2023 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.
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 find the conference beneficial whether you are new to the industry or an industry veteran.
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 discussions and find new ways to deliver is deeply appreciated.
2023 Agenda
Download 2023 agenda to see the timely and relevant topics that were covered at 2023 New York Forum.
If you are interested in a speaking role for 2024 please contact Nikki Gale at nikki.g@pei.group.
All times are listed in Eastern Time (ET)
View agenda page
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
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
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
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
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
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
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
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
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
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
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
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
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
Paul Sanabria
Global Co-Head of Secondaries, Private Markets, Manulife Investment Management
Read bio
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
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
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
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
Arthur Zuckerman
Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC
Read bio
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
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
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
Andrew Coren
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Read bio
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
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
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.
Wema Hoover
Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator, & former Global Head of Diversity, Equity and Inclusion, Google & Pfizer
Read bio
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
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
Blake Bennett
Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners
Read bio
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
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
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
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
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
Indhira Arrington
Partner, Global Chief Diversity Equity and Inclusion Officer, Ares Management Corporation
Read bio
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
Kara Goodloe Harling
Senior Managing Director and Chief Compliance Officer, Mountain Capital Management, LLC
Read bio
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
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
Closing remarks
17:25 - 17:30
Closing remarks
End of conference
17:30 - 17:30
End of conference
2023 Speakers
Contact Nikki Gale at nikki.g@pei.group or call + 1 646 970 3813 | ext. 117 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, 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
Account Director, 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
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
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
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
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
Connect with a community of CFOs, COOs and senior finance executives
The CFOs and COOs 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.
2023 Sponsors
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.
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.