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 $195+ by December 8

Join us

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

 

 

 

 

 

 

 

Meet our newest Keynote speaker Meera Pandit , Executive Director, Global Market Strategist from J.P. Morgan Asset Management. Key topics of discussion she will go over are:

  • Understanding current and future global economic markets
  • Analyzing the global economy’s impact on private equity
  • Navigating geopolitical concerns and implementing risk management strategies
  • And much more…

Meera Pandit
Executive Director, Global Market Strategist
J.P. Morgan Asset 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

As a member of the Private Funds CFO Network, you will have exclusive access to the New York Forum and stay connected with like-minded peers through our member’s activities across the year. Learn more.

Key discussion topics

Transformation/evolution of the CFO role

Tackling today’s fundraising climate

Managing the current regulatory environment

Adopting the right technology solutions to advance the firm

AI and the use of innovative technologies in private markets

Conducting cash and risk management

Featured speakers

View all speakers
View all speakers

2024 attendees include:

1315 Capital
17Capital
Access Holdings Management
Activant Capital
Adit Ventures
Advent International
AIMPERA Capital Partners
Altriarch Capital Management
American Investment Council
Ariel Alternatives
Ariel Investments
ATP Life Science Ventures
Audax Group
Avista Capital Partners
Balbec Capital
Banneker Partners
Banner Management
Bernhard Capital
Bessemer Investors
Blackstone
Blue Owl Capital
Blue Wolf Capital
Braemont Capital
Bregal Investments
Brookfield Asset Management
CapitalSpring
CCMP Capital
Center Rock Capital
Clarion Capital
Cornell Capital

What attendees say about the Forum

Lisa Costello

HCI Equity Partners

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

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Bernadette Mentor

Prysm Capital

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

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Blake Bennett

Revelstoke Capital Partners

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

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)

Day 1 Day 2
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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

A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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Keynote
09:15 - 10:00

Keynote interview – Macroeconomic Snapshot: Examining trends that shape the world and private equity

Mary Kathleen (MK) Flynn, Meera Pandit

Join us to hear Meera Pandit, Executive Director, Global Market Strategist at J.P. Morgan Asset Management, share her insights on uncovering current and future global economic trends, understanding where private equity sits in the global economy, navigating ongoing geopolitical concerns in the market, risk management strategies, and much more.

Moderator:
MK Flynn, Editor-in-Chief, PE Hub

Meera Pandit, Executive Director, Global Market Strategist, J.P. Morgan Asset Management

 

A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

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A speaker photo for Meera Pandit

Meera Pandit

Executive Director, Global Market Strategist, J.P. Morgan Asset Management

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Plenary session
10:00 - 11:00

Data debrief: Forecasting & benchmarking for the CFO and COO

Ben Middleton, John Yantsulis

In this session, we will review extensive data from the 2023 Private Funds CFO Insights Survey conducted by PEI Group and Aztec Group, which contains findings on people, processes, and planning for the future. These insights will provide the foundation for a robust discussion with an esteemed panel of CFOs and COOs representing a broad spectrum of private funds.

Moderator:
Ben Middleton, Head of Client and Market Development, Aztec Group

Panelists:
John Yantsulis, CFO & Partner, Searchlight Capital Partners

A speaker photo for Ben Middleton

Ben Middleton

Head of Client and Market Development, Aztec Group

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A speaker photo for John Yantsulis

John Yantsulis

CFO & Partner, Searchlight Capital Partners

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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

A speaker photo for Steve Sims, CFA

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

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A speaker photo for Jason Snider

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

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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

A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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A speaker photo for Christine Smoragiewicz

Christine Smoragiewicz

Chief Financial Officer & Chief Compliance Officer, MPE Partners

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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

A speaker photo for Greg Feig

Greg Feig

Managing Director and Chief Financial Officer, CCMP Capital Advisors

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A speaker photo for Mike Martinez

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook

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11:30 - 12:30

Track D (GPs only) | The Marketing Rule and more: navigating current compliance affairs

Jennifer Cattier, 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.)

Facilitators:
Jennifer Cattier,
Chief Operating Officer, Cornell Capital
Brian Chibwe, Chief Financial Officer, Clarion Capital Partners

A speaker photo for Jennifer  Cattier

Jennifer Cattier

Chief Operating Officer, Cornell Capital

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A speaker photo for Brian  Chibwe

Brian Chibwe

Chief Financial Officer, Clarion Capital Partners

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11:30 - 12:30

Track E (Service providers only) | Simultaneously managing client expectations while maintaining industry relevancy

John Beczak, Beth Manzi, Allison Miyake, Daren Schneider
  • 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

Facilitators:
John Beczak,
Partner, Chief Financial Officer, Resource Capital Partners
Beth Manzi,
CFO /COO, RF Investment Partners
Allison Miyake, Chief Financial Officer & Chief Compliance Officer, Clarendon Capital
Daren Schneider, Chief Financial Officer and Chief Compliance Officer, JLL Partners

A speaker photo for John  Beczak

John Beczak

Chief Financial Officer. Resource Capital Funds

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A speaker photo for Beth Manzi

Beth Manzi

CFO/COO, RF Investment Partners

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A speaker photo for Allison Miyake

Allison Miyake

Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

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A speaker photo for Daren Schneider

Daren Schneider

CFO & CCO, JLL Partners, LLC

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Networking luncheon
12:30 - 13:30

Networking luncheon

Breakout sessions
13:30 - 14:20

Track A | Managing today’s fundraising expectations and approaches

Jun Isoda, David Mathewson, Eve Mongiardo
  • 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

Moderator:
Fatema Raza, Partner – Financial Services and Capital Markets, Withum

Panelists:
Jun Isoda,
Partner and Chief Financial Officer, Siguler Guff
David Mathewson, Partner & Chief Operating Officer, Quona Capital
Eve Mongiardo, Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital

A speaker photo for Jun Isoda

Jun Isoda

Partner and Chief Financial Officer, Siguler Guff

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A speaker photo for David Mathewson

David Mathewson

Partner & Chief Operating Officer, CCO, Quona Capital Management LLC

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A speaker photo for Eve Mongiardo

Eve Mongiardo

Chief Financial Officer Blue Wolf Capital Partners

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13:30 - 14:20

Track B | Enhancing the relationship between management company CFOs and their portfolio companies

Jason Weinstein, Mary Anne Capo , William Engels, CPA, Denis Laloy
  • 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

Moderator:
Jason Weinstein, Director of Private Equity & Venture Capital, FactSet

Panelists:
Mary Anne Capo,
CFO & CCO, CapStreet Group
William Engels, Chief Financial Officer, Apple Tree Partners
Denis Laloy, Partner & Chief Financial Officer, Kimmeridge

A speaker photo for Jason Weinstein

Jason Weinstein

Senior Director, Private Equity & Venture Capital, FactSet

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A speaker photo for Mary Anne Capo

Mary Anne Capo

CFO & CCO, CapStreet Group

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A speaker photo for William Engels, CPA

William Engels, CPA

Chief Financial Officer, Apple Tree Partners

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A speaker photo for Denis Laloy

Denis Laloy

Partner & Chief Financial Officer, Kimmeridge

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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

Moderator:
Christopher Franzek, Managing Director, Portfolio Valuation Practice Co-Leader, Stout

Panelists:
Jose Biton,
Managing Director, WM Partners, LP
Joseph Kopilak, Partner/CFO, Kelso & Company

A speaker photo for Joe Kopilak

Joe Kopilak

Partner & CFO, Kelso & Company

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13:30 - 14:20

Track D | Beyond the back-office series | Beyond the back office: Information technology/security

Michael Walfish, Jason Kaslow, John Spiridis, John Stecher

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

Moderator:
Michael Walfish, Founder, Walrus 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
Frank Vesce,
Chief Information Security Officer, Allvue Systems

A speaker photo for Michael Walfish

Michael Walfish

Co-founder and CEO, Walrus Security

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A speaker photo for Jason Kaslow

Jason Kaslow

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

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A speaker photo for John Spiridis

John Spiridis

Managing Director, Varagon Capital

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A speaker photo for John Stecher

John Stecher

Senior Managing Director and Chief Technology Officer, Blackstone

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Breakout sessions II
14:30 - 15:20

Track A | Refining data management and reporting practices to satisfy investors

Cesar Estrada, Nina Labatt, Jennifer Martin , Brian Schwenk, Tim Toska
  • 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
  • How can existing reporting formats and templates simplify processes for the firm and simultaneously appease investors?

Moderator:
Cesar Estrada, Private Markets Segment Head, Arcesium

Panelists:
Nina Labatt,
COO & CFO, S32
Jennifer Martin,
Managing Director and Chief Financial Officer, Providence Equity Partners
Brian Schwenk, Chief Financial Officer and Chief Compliance Officer, 1315 Capital
Tim Toska,
Group Sector Head, Private Equity, Alter Domus

A speaker photo for Cesar Estrada

Cesar Estrada

Private Markets Segment Head, Arcesium

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A speaker photo for Nina Labatt

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

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A speaker photo for Jennifer Martin

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

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A speaker photo for Brian Schwenk

Brian Schwenk

Chief Financial Officer and Chief Compliance Officer, 1315 Capital

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A speaker photo for Tim Toska

Tim Toska

Group Sector Head, Private Equity, alterDomus

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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

A speaker photo for Jaspreet Dehl

Jaspreet Dehl

Managing Partner and Chief Financial Officer - Private Equity Group, Brookfield Asset Management

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A speaker photo for Glenn Tucker

Glenn Tucker

SVP of Finance and Operations and CCO, Left Lane Capital

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A speaker photo for Patty Xu

Patty Xu

Chief Financial Officer, Sterling Investment Partners

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14:30 - 15:20

Track C | Governing cybersecurity as threats are increasingly omnipresent

Chad Neale, Rob De Gracia, Eric Lazear
  • 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

Moderator:
Chad Neale, Senior Vice President, Alliant

Panelists:
Rob De Gracia, Chief Technology Officer, Bregal Investments
Eric Lazear, Chief Operating Officer, Adit Ventures
Robert Lee,
Chief Technology Officer, Blue Owl Capital

A speaker photo for Chad Neale

Chad Neale

Senior Vice President, Alliant Cyber | M&A Services

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A speaker photo for Rob De Gracia

Rob De Gracia

Chief Technology Officer, Bregal Investments

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A speaker photo for Eric Lazear

Eric Lazear

COO, Adit Ventures

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14:30 - 15:20

Track D | Beyond the back-office series | Investment management and investor relations

Michelle Daubar, Kevin Gasque, Yokasta Segura-Baez

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

Moderator:
Amir Jairazbhoy, Associate Director, TresVista Financial Services

Panelists:
Michelle Daubar,
Partner, Investor Relations & Communications, Oak HC/FT
Kevin Gasque, Partner, COO, CFO & CCO, Greycroft
Yokasta Segura-Baez,
Managing Director, Investor Relations & Fundraising, ArcLight Capital Partners

A speaker photo for Michelle Daubar

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

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A speaker photo for Kevin Gasque

Kevin Gasque

Partner, COO, CFO & CCO, Greycroft

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A speaker photo for Yokasta Segura-Baez

Yokasta Segura-Baez

Managing Director, Investor Relations, ArcLight Capital Partners

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Networking break
15:20 - 15:50

Networking break

Plenary session
15:50 - 16:35

Conducting cash risk management and finding effective fund finance solutions

Matt Cammer, Steve Bullock, Kyle Wool
  • 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

Moderator:
Matt Cammer, Head of Treasury, Gen II Fund Services

Panelists:
Steve Bullock,
VP of Financial Services, Kyriba
Kyle Wool, Chief Financial Officer, Energy Impact Partners

A speaker photo for Matt Cammer

Matt Cammer

Director, Head of Treasury, Gen II Fund Services

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A speaker photo for Steve Bullock

Steve Bullock

VP of Financial Services, Kyriba

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A speaker photo for Kyle Wool

Kyle Wool

Chief Financial Officer, Energy Impact Partners

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Keynote
16:35 - 17:20

Keynote Interview – AIC Advocacy: Understanding what’s to come in 2024

Drew Maloney, Graham Bippart

In this keynote interview with Drew Maloney, we will discuss the evolution of private equity, government standpoint on the industry, which includes insights on the new Private Funds Adviser rules and their impact, initiatives the American Investment Council (AIC) is working on that are relevant to firm operations for 2024 and more.

Drew Maloney, President and Chief Executive Officer, American Investment Council

Moderator:
Graham Bippart, Editor, Private Funds CFO

A speaker photo for Drew Maloney

Drew Maloney

President and Chief Executive Officer, American Investment Council

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A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO & Private Equity International

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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

A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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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 (Network members only) | Delegates will enjoy breakfast at breakout sessions based on membership circle involvement.
08:15 - 08:55

Breakfast networking breakout | Women

Dina Colombo, Sarah G. Roth

Facilitators:
Dina Colombo, Partner, COO & CFO, GreyLion Partners
Sarah Roth
, CEO, Argosy Capital

A speaker photo for Dina Colombo

Dina Colombo

CFO/COO, GreyLion Capital

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A speaker photo for Sarah G. Roth

Sarah G. Roth

CEO, Argosy Capital

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08:15 - 08:55

Breakfast networking breakout | Venture capital

Terry Elizabeth Cheyney

Facilitator:
Terry Elizabeth Cheyney, Chief Financial Officer, Tribeca Venture Partners

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Terry Elizabeth Cheyney

Chief Financial Officer, Tribeca Venture Partners

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08:15 - 08:55

Breakfast networking breakout | Emerging managers

Sheenam Chadha

Facilitators:
Sheenam Chadha,
Director of Finance, Sandbrook Capital
David Gow, Chief Financial Officer, Dynasty Equity

A speaker photo for Sheenam Chadha

Sheenam Chadha

Director of Finance, Sandbrook Capital

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08:15 - 08:55

Breakfast networking breakout | International investments & investors

GP 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 & COO Think Tank (GP invite only) AUM less than $4B

Virginia Calvo , Tracey Chaffin

Facilitators:
Virginia Calvo,
CFO/CCO, Swander Pace Capital
Tracey Chaffin, Partner and Chief Financial Officer, Pamilco Capital

A speaker photo for Virginia Calvo

Virginia Calvo

CFO/CCO, Swander Pace Capital

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A speaker photo for Tracey Chaffin

Tracey Chaffin

CFO and Partner, Pamlico Capital

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09:00 - 09:50

CFO & COO Think Tank (GP invite only) | AUM greater than $4B

Amanda Coussens

Facilitator:
Amanda Coussens, Chief Financial Officer & Chief Compliance Officer, P10, Inc.

 

A speaker photo for Amanda Coussens

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

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09:00 - 09:50

Senior Finance & Operations Executive Think Tank (GP only)

Janna Christiana, Brad Pietras

Facilitators:
Janna Christiana,
Director of Operations & Head of Fund Finance, Patria Investments
Brad Pietras
, Director of Finance, Level Equity

A speaker photo for Janna Christiana

Janna Christiana

Director & Head of Funds Finance, Patria Investments

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A speaker photo for Brad Pietras

Brad Pietras

Director of Finance, Level Equity

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Chair’s opening remarks
10:00 - 10:05

Chair’s opening remarks

Blinn Cirella

Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital

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Blinn Cirella

CFO, Saw Mill Capital

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Keynote
10:05 - 10:50

Keynote interview - FBI Frame of Reference: Analyzing and understanding complex risks in private markets

Jennifer Banzaca, 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.

Moderator:
Jennifer Banzaca, Senior Reporter, Private Funds CFO

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

A speaker photo for Jennifer  Banzaca

Jennifer Banzaca

Senior Reporter, Private Funds CFO

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A speaker photo for Amit S. Kachhia-Patel

Amit S. Kachhia-Patel

Assistant Special Agent in Charge - Cyber Program, Federal Bureau of Investigation

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A speaker photo for Paul Roberts

Paul Roberts

Assistant Special Agent in Charge, Federal Bureau of Investigation

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Networking break
10:50 - 11:20

Networking break

Plenary session
11:20 - 12:05

Adopting optimal technologies to advance the firm

Pamela Bentley, Paul Fielding , Arthy Kumar
  • 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

Panelists:
Pamela Bentley, Chief Financial Officer, GCM Grosvenor
Paul Fielding, Chief Operating Officer, General Catalyst
Arthy Kumar, Industry Principal, Workiva

A speaker photo for Pamela Bentley

Pamela Bentley

Chief Financial Officer, GCM Grosvenor

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A speaker photo for Paul Fielding

Paul Fielding

Chief Operating Officer, General Catalyst

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A speaker photo for Arthy Kumar

Arthy Kumar

Industry Principal, Workiva

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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

A speaker photo for Jason Donner

Jason Donner

Chief Financial Officer, Veritas Capital

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A speaker photo for Mike Schiavo

Mike Schiavo

CFO/COO, Fort Point Capital

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12:10 - 13:00

Track B | Understanding the complexity of secondaries

John Cannaverde, Ted Hill, Mike Kubacki
  • 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

Panelists:
John Cannaverde, Fund Controller, Portfolio Advisors
Ted Hill, General Partner and the Chief Financial Officer, B Capital Group
Mike Kubacki, Chief Financial Officer, NewSpring Capital

A speaker photo for John Cannaverde

John Cannaverde

Fund Controller, Portfolio Advisors

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A speaker photo for Ted Hill

Ted Hill

General Partner and Chief Financial Officer, B Capital Group

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A speaker photo for Mike Kubacki

Mike Kubacki

CFO, NewSpring Capital

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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

Lori Forlano, 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:
Lori Forlano,
Managing Director, General Counsel and Chief Administrative Officer, Lightyear Capital
Ross Oliver, Partner & General Counsel, Crestview Partners
Adrienne Vannarsdall, CFO, RC Capital

A speaker photo for Lori Forlano

Lori Forlano

Managing Director, General Counsel, and Chief Administrative Officer, Lightyear Capital LLC

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A speaker photo for Ross Oliver

Ross Oliver

Partner & General Counsel, Crestview Partners

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A speaker photo for Adrienne  Vannarsdall

Adrienne Vannarsdall

CFO, RC Capital

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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, Christopher B. Millin, CPA, MBA, Mark Shang
  • 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
Mark Shang, Chief Financial Officer, Banneker Partners

A speaker photo for Adam Geisler

Adam Geisler

Chief Financial Officer, Activant Capital

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A speaker photo for Christopher B.  Millin, CPA, MBA

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

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A speaker photo for Mark Shang

Mark Shang

CFO, Banneker Partners

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14:35 - 15:05

Peer-to-peer LP relations workshop

Adam Geisler, Christopher B. Millin, CPA, MBA, Mark Shang

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.

A speaker photo for Adam Geisler

Adam Geisler

Chief Financial Officer, Activant Capital

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A speaker photo for Christopher B.  Millin, CPA, MBA

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

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A speaker photo for Mark Shang

Mark Shang

CFO, Banneker Partners

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14:10 - 14:35

Breakout panel | Approaching industry sentiments on carried interest

Alexia Pearsall, Nick Rossi
  • 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

Panelists:
Alexia Pearsall, Chief Financial Officer, Omega Funds
Nick Rossi, Chief Financial Officer, Glade Brook Capital

A speaker photo for Alexia Pearsall

Alexia Pearsall

Chief Financial Officer, Omega Funds

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A speaker photo for Nick Rossi

Nick Rossi

CFO, Glade Brook Capital Partners

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14:35 - 15:05

Peer-to-peer carried interest workshop

Alexia Pearsall, Nick Rossi

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.

A speaker photo for Alexia Pearsall

Alexia Pearsall

Chief Financial Officer, Omega Funds

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A speaker photo for Nick Rossi

Nick Rossi

CFO, Glade Brook Capital Partners

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14:10 - 14:35

Breakout panel | Translating the SEC’s increased focus on regulating private markets into daily operations

Bruce Karpati, Kelly Riera, 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:
Ben Gilbert,
Global Head of Risk, CSC
Bruce Karpati, Partner, Global Chief Compliance Officer, KKR
Kelly Riera, Chief Compliance Officer, TA Associates
Olibia Stamatoglou, Managing Director, Chief Financial Officer & Chief Compliance Officer, Victory Park Capital

A speaker photo for Bruce Karpati

Bruce Karpati

Partner & Global Chief Compliance Officer, KKR

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A speaker photo for Kelly Riera

Kelly Riera

Chief Compliance Officer, TA Associates

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A speaker photo for Olibia Stamatoglou

Olibia Stamatoglou

Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC

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14:35 - 15:05

Peer-to-peer compliance workshop

Bruce Karpati, Kelly Riera, 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.

A speaker photo for Bruce Karpati

Bruce Karpati

Partner & Global Chief Compliance Officer, KKR

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A speaker photo for Kelly Riera

Kelly Riera

Chief Compliance Officer, TA Associates

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A speaker photo for Olibia Stamatoglou

Olibia Stamatoglou

Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC

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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

Panelists:
Devin Holden, Compliance Director, NovaQuest Capital Management

Closing remarks
16:20 - 16:25

Closing remarks

Blinn Cirella

Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital

A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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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.

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

John Beczak

Chief Financial Officer. Resource Capital Funds

John joined RCF in 2016. Prior to joining, John held positions in various Private Equity financial oversight roles, most recently with a family office overseeing all financial responsibilities of a $10 billion private and public equity portfolio. Pre… Read full bio

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

Steve Bullock

VP of Financial Services, Kyriba

Steve is currently VP, Financial Services at Kyriba. He has in excess of 35 years in treasury and finance, and has experience of working in both European and North American geographies. Steve's background in finance, focused on liquidity management a… 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

Matt Cammer

Director, Head of Treasury, Gen II Fund Services

Bio coming soon...

John Cannaverde

Fund Controller, Portfolio Advisors

Bio coming soon...

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

Sheenam Chadha

Director of Finance, Sandbrook Capital

Sheenam Chadha is a Director of Finance at Sandbrook Capital. Sheenam is a member of the Valuation Committee and Allocation Committee. Prior to joining Sandbrook, Sheenam was a Controller at Apollo Global Management, responsible for the finance and o… 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

Terry Elizabeth Cheyney

Chief Financial Officer, Tribeca Venture Partners

Terry Cheyney is a seasoned finance professional with more than 27 years of finance and accounting experience. She is the Chief Financial Officer of Tribeca Venture Partners (TVP), a NYC-based multi-stage venture capital fund, where she oversees the… 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

Janna Christiana

Director & Head of Funds Finance, Patria Investments

Janna Christiana serves as a Director and Head of Funds Finance for Patria Investments and is based in Patria’s NY Office. Prior to joining Patria Janna served as Managing Director and Head of Broadscope Fund Administrators, an Apex Group Company, fo… 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

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

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

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Michelle Daubar, a Partner at Oak HC/FT, joined Oak HC/FT in 2015 and oversees investor relations, fundraising, marketing and public relations for the firm. Prior to joining Oak HC/FT, Michelle was Vice President of Investor Relations & Communica… Read full bio

Rob De Gracia

Chief Technology Officer, Bregal Investments

Rob De Gracia is the Chief Technology Officer at Bregal Investments, where he is responsible for oversight and advancement of its Global Technology and Information Security programs. As a strategic business leader with 24 years experience in technolo… 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

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

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

Paul Fielding

Chief Operating Officer, General Catalyst

Paul Fielding is the Chief Operating Officer at General Catalyst. Prior to joining GC, Paul served as Vice President of Products, Pricing, and Risk at SoFi. Paul was responsible for financial product design, loan features, and daily pricing for the c… Read full bio

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Mary Kathleen Flynn has covered private equity for more than 15 years. MK joined PEI Group in 2021 and serves as Editor-in-Chief of PE Hub, overseeing pehub.com and pehubeurope.com and leading an editorial team that spans the US and the UK. Previousl… 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

Ted Hill

General Partner and Chief Financial Officer, B Capital Group

Ted Hill is a General Partner and the Chief Financial Officer at B Capital. He is responsible for leading the Finance and Portfolio Analytics teams and collaborates with the Partnership in other areas as needed. Ted is based in B Capital’s Los Angele… Read full bio

Jun Isoda

Partner and Chief Financial Officer, Siguler Guff

Jun Isoda is a Partner at Siguler Guff and serves as the Firm’s Chief Financial Officer. Mr. Isoda is responsible for managing the accounting and financial reporting functions of all multi-manager funds and direct investment products of the Firm, and… 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

Bruce Karpati

Partner & Global Chief Compliance Officer, KKR

Bruce Karpati joined KKR in 2014, is a Partner of the Firm, and serves as Global Chief Compliance Officer and Counsel. He serves on the Firm’s Risk & Operations Committee, is a member of the Firm’s Valuation Committee, chairs its Global Conflicts… 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

Mike Kubacki

CFO, NewSpring Capital

Mike Kubacki is the CFO at NewSpring where he manages and oversees the finance, IT, and infrastructure functions of the Firm. Mike also manages and works closely with the Firm’s Chief Compliance Officer on all compliance matters. Prior to joining New… Read full bio

Arthy Kumar

Industry Principal, 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

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

Nina serves as Chief Financial Officer and Chief Operating Officer for Section 32 where she is focused on establishing world-class finance and operations systems and processes, and building and leading best practices for the management of the firm. P… Read full bio

Denis Laloy

Partner & Chief Financial Officer, Kimmeridge

Denis Laloy is Partner & Chief Financial Officer at Kimmeridge. Prior to joining Kimmeridge, Mr. Laloy was a Director of Administration and Controller at eleQtra, overseeing portfolio companies in the development of infrastructure projects. Earli… Read full bio

Eric Lazear

COO, Adit Ventures

Eric S. Lazear is the Chief Operating Officer of Adit Ventures and a member of the Executive Management Committee, as well as a member of Adit’s Valuation Committee. He is based in New York and leads the operational infrastructure, compliance and cyb… 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

Beth Manzi

CFO/COO, RF Investment Partners

Beth joined RF Investment Partners, LLC as the Chief Operating Officer and Chief Financial Officer in 2022. Based in New York, Beth is responsible for oversight of RF’s operational and financial controls. Beth has over 25 years of experience in the f… Read full bio

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

Jennifer Martin is Providence's chief financial officer and a managing director based in our Providence office. Prior to joining Providence in 2010, Ms. Martin worked at Bain Capital and Ernst and Young. Ms. Martin holds a Master of Business Administ… Read full bio

Ben Middleton

Head of Client and Market Development, Aztec Group

Bio coming soon...

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

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

Chad Neale

Senior Vice President, Alliant Cyber | M&A Services

Bio coming soon...

Meera Pandit

Executive Director, Global Market Strategist, J.P. Morgan Asset Management

Meera Pandit, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, con… Read full bio

Alexia Pearsall

Chief Financial Officer, Omega Funds

Alexia joined Omega Funds as Chief Financial Officer in 2020 after holding leadership roles in private equity for over 15 years. At Omega she is responsible for overseeing the firm’s financial and administrative functions. Prior to Omega, Alexia was… 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 in 2022, Mr. Pietras was a Vice President and the Controller at Lightyear Capital where he was responsible for all finance, accounting, and tax… 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

Kelly Riera

Chief Compliance Officer, TA Associates

Kelly is responsible for all aspects of TA’s global compliance program, including its design and implementation. Prior to joining TA in 2010, she was a Compliance Officer at Bain Capital, LLC. Previously, Kelly was a Corporate Paralegal at Ropes… 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

Nick Rossi

CFO, Glade Brook Capital Partners

Mr. Rossi joined Glade Brook in 2017 as Chief Financial Officer and leads the Firm’s finance efforts. Prior to joining Glade Brook, Mr. Rossi served as the VP of Finance for Thrive Capital, a New York-based venture capital firm where he oversaw all f… Read full bio

Sarah G. Roth

CEO, Argosy Capital

Sarah G. Roth is CEO of Argosy Capital, a diversified $2.3B AUM lower middle market private equity firm, where she is responsible for firm strategy and leads the firm’s investor relations, compliance and IT functions. Sarah joined Argosy Capital in 2… 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

Daren Schneider

CFO & CCO, JLL Partners, LLC

Daren Schneider, Chief Financial Officer and Chief Compliance Officer, joined JLL Partners in 2018. Mr. Schneider, a finance professional with over 25 years of experience in private equity, plays a leading role in the firm's management, including ope… 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

Yokasta Segura-Baez

Managing Director, Investor Relations, ArcLight Capital Partners

Yokasta has two decades of Private Equity fundraising and investor relations experience having successfully raised capital across the full spectrum of Private Equity and Real Assets funds and separately managed customized accounts. Yokasta has vast e… Read full bio

Mark Shang

CFO, Banneker Partners

Mark Shang is the Chief Financial Officer at Banneker Partners and is responsible for the firm's finance, accounting, compliance and administrative activities. Mark was previously the CFO at Serent Capital, a middle market private equity firm. He was… 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

John Spiridis

Managing Director, Varagon Capital

John Spiridis is a Managing Director of Varagon and a member of the Finance & Operations team. John has over 20 years of experience in the alternative investment industry leading teams with responsibilities across technology strategy, technology… 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

Tim Toska

Group Sector Head, Private Equity, alterDomus

Prior to becoming Global Sector Head, Private Equity, Tim was Managing Director and Co-Head, Private Equity Operational Leader, North America where he oversaw the private equity operations management team from the Darien, Connecticut office. In addit… Read full bio

Glenn Tucker

SVP of Finance and Operations and CCO, Left Lane Capital

Bio coming soon...

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

Michael Walfish

Co-founder and CEO, Walrus Security

Mike has a rare combination of practical business experience and deep technical expertise. Mike is the founder of Walrus Security, whose flagship product, DoubleCheck, is a new technology that lets users easily and securely obtain payment instruction… Read full bio

Jason Weinstein

Senior Director, Private Equity & Venture Capital, FactSet

As Director of Private Equity and Venture Capital, Jason leads FactSet’s expansion into the industry. Jason draws on a career spanning more than two decades focused on driving business expansion, sales growth, and operational excellence for the world… 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

sheraton 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 8.

Book a room

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.

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