CFO
Network
New York Forum
February 3-4, 2026
Convene Brookfield Place, 225 Liberty St, New York
Reimagined for a new era of CFO leadership
The role of the CFO has been redefined from back-office steward to front-line strategist.
To help your firm stay ahead, the 2026 Forum has been redesigned from the ground up to deliver what matters most: real clarity, deeper connections, and practical tools
Be part of a community that’s setting the new standard for senior finance executives.
Meet the 2026 keynote:
John Stecher
Chief Technology Officer
Blackstone
– Unlock enterprise-wide value through strategic tech deployment
– Reduce friction with technology and AI
– Leverage real-time data to detect anomalies and mitigate risk
2026 featured networking opportunities
Build a community that transcends the Forum
Divide & dive
Split into focused breakouts on the issues that matter most—risk, due diligence, valuations, and more. Each session delivers practical guidance and actionable tools to strengthen your operations in 2026.
Interactive breakout panels
Peer-led panels designed for candid insights and real-world takeaways. Walk away with tested tactics on fund strategy, portco support, cost control, and capital planning—straight from CFOs driving results.
2024 attendees include:
Featured speakers:
“A collegial and collaborative environment where senior leadership can share the challenges they face.” – Aaron Chan, CFO, Enlightened Hospitality Investments
“A very efficient way to get a lot of information and updates in a compressed timeframe with your peers.” – Chris Iorillo, CFO, Freeman Spogli & Co.
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
Covering the topics most important to you
Download the 2026 agenda to see the timely and relevant topics covered at the New York Forum.
If you are interested in a speaking role please contact Kellie Green at kellie.g@pei.group.
All times are listed in Eastern Time (ET)
2025 Speakers
Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.
Connect with a community of CFOs, CCOs and COOs
Position your firm as a trusted resource and engage with compliance leaders shaping the future of private markets.
As a partner of the Private Funds CFO Network, you’ll have the opportunity to:
- Showcase your thought-leadership
- Host curated networking experiences designed around your business goals
- Strengthen your presence with brand visibility across the Network hub
For more information on available sponsorship and partnership opportunities please contact Josh Stoller at joshua.s@pei.group.
2025 Sponsors
Convene Brookfield Place
225 Liberty St, New York, NY 10019
Here is a list of hotel accommodations for easy access to the event.
Where CFOs, COOs and CCOs connect, learn and grow
Value that extends beyond the event
Expand your network, build lasting relationships and discuss opportunities that will help take your firm to the next level with the Private Funds CFO Network.
The Network’s dedicated membership team will ensure your experience at the New York Forum is first class with personalized introductions, timely roundtable discussions and much more.
Unlock your firm’s potential at the Forum and beyond when you join the Private Funds CFO Network.
“There’s a real premium in gathering together, and I commend PEI for thoughtfully creating opportunities for CFOs and COOs to engage with one another.”- Joshua Cherry-Seto, Managing Director, CFO & CCO, Velocity Capital Advisors
What you gain with the Private Funds CFO Network
Curated connections for CFOs
Get personalized peer recommendations and direct access to industry leaders through our exclusive member-only directory. Build relationships that last beyond the event.
Events that drive impact
Join the industry’s top CFO-focused events—featuring unmissable speakers, high-value roundtables, and networking experiences that drive business outcomes. CPE credits available.
Knowledge that keeps you ahead
Stay in front of industry change with peer-led think tanks, fireside chats, and expert briefings on today’s most pressing finance and operations topics.
Interactive peer subgroups: Panel insight + dialogue
Each session begins with a focused expert panel, then shifts into open conversation—inviting participants to share experiences and challenges. You’ll explore the following topics:
Track A: Emerging managers: building the foundation
Track B: From launch to lift-off: Making the leap from emerging to enduring
Track C: Mid-market momentum: Scaling with discipline
Track D: Global players: managing across borders
Discover the top CFO Network
Unlock powerful connections with the Private Funds CFO Network
Purchase a 12 month membership when you register for the Forum, and enjoy exclusive access to:
- Our network directory of top CFOs, COOs and other private equity leaders
- Preferential rates to attend additional Network events in London, New York, San Jose and Chicago
- Invite-only peer groups, monthly virtual meetings and knowledge hubs for deeper insights year-round
- And so much more…
Stay connected with the top CFO community
Kevin Gasque
Partner, COO, CFO and CCO, Greycroft
It is great to not only have quality networking opportunities but also valuable content. I believe The Network is the best available resource for those in roles…
Michaele Gobel
Chief Financial Officer, Equilibrium
The Network provides rich, deep content and events alongside a unique personal touch from the PEI team. I feel more engaged than ever and the Network creates no…
Chris Iorillo
CFO, Freeman Spogli & Co.
A very efficient way to get a lot of information and updates in a compressed timeframe with your peers
Pre-Event Resources
2025 Advisory Board
Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.