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

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

Seth Kerker

Speaker:
Seth Kerker, Director of Events – Americas, PEI Group

A speaker photo for Seth Kerker

Seth Kerker

Director of Events – Americas, PEI Group

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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

Kathryn Purves, Jenn Brouse, Jaspreet Dehl, Kelly Hurley

In this session, we will review extensive data from the 2024 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:
Kathryn Purves, CEO, Aztec Group

Panelists:
Jennifer Brouse,
Chief Operating Officer of GP Strategic Capital Platform, Blue Owl Capital
Jaspreet Dehl, Managing Partner and Chief Financial Officer – Private Equity Group, Brookfield Asset Management
Kelly Hurley, Chief Financial Officer & Chief Compliance Officer, Centre Partners Management, LLC

A speaker photo for Kathryn Purves

Kathryn Purves

CEO, Aztec Group

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A speaker photo for Jenn Brouse

Jenn Brouse

Chief Operating Officer of GP Strategic Capital Platform, Blue Owl Capital

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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 Kelly Hurley

Kelly Hurley

Chief Financial Officer & Chief Compliance Officer, Centre Partners Management, LLC

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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

Think tank 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

Think tank 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

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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

Think tank 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

Think tank 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

Think tank E (Service providers only) | Uncovering GP expectations for service providers

Irene Willard, 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

Moderator:
Irene Willard,
Chief Financial Officer, Dunes Point Capital

Panelists:
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 Irene 	 Willard

Irene Willard

Chief Financial Officer, Dunes Point Capital

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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

Fatema Raza, CPA, John Ames, Aaron Chan, 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:
John Ames,
Head of Capital Markets, Rho
Aaron Chan,
Chief Financial Officer, Enlightened Hospitality Investments
David Mathewson, Partner & Chief Operating Officer, Quona Capital
Eve Mongiardo, Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital

A speaker photo for Fatema Raza, CPA

Fatema Raza, CPA

Partner, Withum

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A speaker photo for John Ames

John Ames

Head of Capital Markets, Rho

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A speaker photo for Aaron Chan

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

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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, Nathan Saegesser
  • 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
Nathan Saegesser,
Principal, Deal Advisory & Strategy, KPMG

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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A speaker photo for Nathan Saegesser

Nathan Saegesser

Principal, Deal Advisory & Strategy, KPMG

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13:30 - 14:20

Track C | Quantifying valuations that align with today’s market

Christopher Franzek, Sophie Bedoya, Jose Biton, Joe Kopilak, Chad Willbur
  • 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:
Sophie Bedoya,
Head of Valuations, Private Equity and Venture Capital, H.I.G. Capital
Jose Biton,
Managing Director, WM Partners, LP
Joseph Kopilak, Partner/CFO, Kelso & Company
Chad Willbur,
Head of Valuations, Carta

A speaker photo for Christopher Franzek

Christopher Franzek

Managing Director, Portfolio Valuation Practice Co-Leader, Stout

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A speaker photo for Sophie Bedoya

Sophie Bedoya

Co-head of Valuations, Private Equity, Venture Capital, Infrastructure and Real Estate, H.I.G. Capital

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A speaker photo for Jose Biton

Jose Biton

Managing Director and the Chief Financial Officer, WM Partners, LP

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A speaker photo for Joe Kopilak

Joe Kopilak

Partner & CFO, Kelso & Company

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A speaker photo for Chad Willbur

Chad Willbur

Head of Valuations

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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 , Frank Vesce

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

Founder, 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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A speaker photo for Frank Vesce

Frank Vesce

Chief Information Security Officer, Allvue

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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

Brian O'Sullivan, Andrew Coren, Jason Haft, 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?

Moderator:
Brian O’Sullivan, Partner – US Irish Business Group, Grant Thornton

Panelists:
Andrew Coren,
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Jason Haft,
Senior VP Sales, LemonEdge
Glenn Tucker, SVP of Finance & Operations, CCO, Left Lane Capital
Patty Xu, CFO, Sterling Investment Partners

A speaker photo for Brian O'Sullivan

Brian O'Sullivan

Partner – US Irish Business Group, Grant Thornton

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A speaker photo for Andrew Coren

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

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A speaker photo for Jason Haft

Jason Haft

Senior VP Sales, LemonEdge

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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 Allan Neale, Rob De Gracia, Simon Eyre, Eric Lazear, Robert Lee
  • 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
Simon Eyre, CISO, Drawbridge
Eric Lazear, Chief Operating Officer, Adit Ventures
Robert Lee,
Chief Technology Officer, Blue Owl Capital

A speaker photo for Chad Allan Neale

Chad Allan Neale

Senior Vice President, Alliant M&A

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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 Simon Eyre

Simon Eyre

Chief Information Security Officer, Drawbridge

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A speaker photo for Eric Lazear

Eric Lazear

COO, Adit Ventures

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A speaker photo for Robert Lee

Robert Lee

Chief Technology Officer, Blue Owl Capital

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14:30 - 15:20

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

Amir Jairazbhoy, Michelle Daubar, Jessica Hoffman Brennan, Kevin Gasque, Chris Sparenberg

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
Jessica Hoffman Brennan, Partner, Strategy & Investor Relations, Kohlberg & Company
Chris Sparenberg, Director, Private Markets Commercial Strategy for Software Solutions, S&P Global

 

A speaker photo for Amir Jairazbhoy

Amir Jairazbhoy

Associate Director, TresVista Financial Services

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A speaker photo for Michelle Daubar

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

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A speaker photo for Jessica Hoffman Brennan

Jessica Hoffman Brennan

Partner, Head of Strategy & Investor Relations, Kohlberg & Company

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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 Chris Sparenberg

Chris Sparenberg

Director, Commercial Strategy, S&P Global Market Intelligence

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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, Berat Rifati, Lakesha Wilson Hill , 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
Berat Rifati,
Chief Financial Officer & Chief Compliance Officer, Heartwood Partners
Lakesha Wilson Hill,
Chief Financial Officer, Riverspan Partners
Kyle Wool, Chief Financial Officer, Energy Impact Partners

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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 Berat Rifati

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

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A speaker photo for Lakesha Wilson Hill

Lakesha Wilson Hill

Chief Financial Officer, Riverspan Partners

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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

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Drew Maloney

President and Chief Executive Officer, American Investment Council

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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

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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 , Jennifer Williams

Facilitators:
Terry Elizabeth Cheyney, Chief Financial Officer, Tribeca Venture Partners
Jennifer Williams,
Chief Financial Officer, Genesys Capital

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Terry Elizabeth Cheyney

Chief Financial Officer, Tribeca Venture Partners

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A speaker photo for Jennifer  Williams

Jennifer Williams

Chief Financial Officer, Genesys Capital

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08:15 - 08:55

Breakfast networking breakout | Emerging managers

Sheenam Chadha, David Gow

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

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Sheenam Chadha

Director of Finance, Sandbrook Capital

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A speaker photo for David Gow

David Gow

Chief Financial Officer, Dynasty Equity

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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 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 only) | AUM greater than $4B

Amanda Coussens, Saaima Khaliq

Facilitators:
Amanda Coussens, Chief Financial Officer & Chief Compliance Officer, P10, Inc.
Saaima Khaliq, Managing Director & Private Equity CFO, New Mountain Capital

 

 

A speaker photo for Amanda Coussens

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

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A speaker photo for Saaima Khaliq

Saaima Khaliq

Managing Director & Private Equity CFO, New Mountain Capital

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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

A speaker photo for Blinn Cirella

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

Cole Corbin, Pamela Bentley, Arthy Kumar, Paige Kuroyama, Shanna Otto
  • 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

Moderator:
Cole Corbin, Managing Director, Alvarez & Marsal

Panelists:
Pamela Bentley, Chief Financial Officer, GCM Grosvenor
Arthy Kumar, Industry Principal, Workiva
Paige Kuroyama,
CFO, Shamrock Capital Advisors
Shanna Otto,
Chief Financial Officer, Promus Holdings

A speaker photo for Cole Corbin

Cole Corbin

Managing Director, Alvarez & Marsal

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A speaker photo for Pamela Bentley

Pamela Bentley

Chief Financial Officer, GCM Grosvenor

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A speaker photo for Arthy Kumar

Arthy Kumar

Industry Principal, Workiva

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A speaker photo for Paige Kuroyama

Paige Kuroyama

CFO, Shamrock Capital Advisors

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A speaker photo for Shanna Otto

Shanna Otto

Chief Financial Officer, Promus Holdings

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Breakout sessions
12:10 - 01:00

Track A | Setting realistic expectations for scaling your firm in a competitive environment

Tim Harvey, Jason Donner, Melissa Klafter, Hye Kyung (HK) Lee, 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?

Moderator:
Tim Harvey, Head of Private Equity – North America, Citco Fund Services (USA) Inc.

Panelists:
Jason Donner,
Chief Financial Officer, Veritas Capital
Melissa Klafter,
Partner, Chief Financial Officer, AE Industrial Partners, LP
Hye Kyung (HK) Lee,
Chief Strategy Officer, InvestorFlow
Michael Schiavo, CFO, Fort Point Capital

A speaker photo for Tim Harvey

Tim Harvey

Head of Private Equity and Private Credit - North America, Citco Fund Services (USA) Inc

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A speaker photo for Jason Donner

Jason Donner

Chief Financial Officer, Veritas Capital

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A speaker photo for Melissa Klafter

Melissa Klafter

Partner, Chief Financial Officer, AE Industrial Partners, LP

Read bio
A speaker photo for Hye Kyung (HK) Lee

Hye Kyung (HK) Lee

Chief Strategy Officer, InvestorFlow

Read bio
A speaker photo for Mike Schiavo

Mike Schiavo

CFO/COO, Fort Point Capital

Read bio
12:10 - 13:00

Track B | Understanding the complexity of secondaries

Arthur Andersen, 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

Moderator:
Gregg Gethard, Reporter, Buyouts

Panelists:
Arthur Andersen,
Partner, Ropes & Gray LLP     
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 Arthur Andersen

Arthur Andersen

Partner, Ropes & Gray LLP

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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

Read bio
12:10 - 13:00

Track C | Election redirection: preparing private markets for November’s outcome and beyond

Raj Rupani, Darilyn Olidge, Jacqueline Petts, Jaydip Sen, Charles Stones
  • 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

Moderator:
Raj Rupani, Head of US Tax, Cinven

Panelists:
Darilyn Olidge, General Counsel, Brightwood Capital Advisors, LLC
Jacqueline Petts, Partner, Greyhound Capital
Jaydip Sen, Managing Director, Tax, Grant Thornton
Charles Stones,
Vice President, Associate Tax Counsel, Audax Group

A speaker photo for Raj Rupani

Raj Rupani

Head of US Tax, Cinven

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A speaker photo for Darilyn Olidge

Darilyn Olidge

General Counsel, Brightwood Capital Advisors, LLC

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A speaker photo for Jacqueline Petts

Jacqueline Petts

Partner, Greyhound Capital

Read bio
A speaker photo for Jaydip  Sen

Jaydip Sen

Managing Director, Tax, Grant Thornton LLP

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A speaker photo for Charles Stones

Charles Stones

Vice President, Associate Tax Counsel, Audax Group

Read bio
12:10 - 13:00

Track D | Beyond the back office series | Beyond the back office: Legal

Steven Spencer, Lori Forlano, David McVeigh, 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

Moderator:
Steven Spencer, Partner, Chief Legal Officer and Chief Compliance Officer, Siris Capital Group, LLC

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

A speaker photo for Steven  Spencer

Steven Spencer

Partner, Chief Legal Officer and Chief Compliance Officer, Siris Capital Group, LLC

Read bio
A speaker photo for Lori Forlano

Lori Forlano

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

Read bio
A speaker photo for David McVeigh

David McVeigh

Chief Executive Officer

Read bio
A speaker photo for Ross Oliver

Ross Oliver

Partner & General Counsel, Crestview Partners

Read bio
A speaker photo for Adrienne  Vannarsdall

Adrienne Vannarsdall

CFO, RC Capital

Read bio
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?

Moderator:
Lance Minor, Strategic Account Director – Private Equity, Juniper Square

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

Read bio
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

Read bio
A speaker photo for Mark Shang

Mark Shang

CFO, Banneker Partners

Read bio
14:10 - 14:35

Breakout panel | Approaching industry sentiments on carried interest

Dominic Elias, Ommer Chohan, Nick Rossi, Béla Schwartz
  • 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

Moderator:
Dominic Elias, Chief Advisory Services Officer, EWM Global

Panelists:
Ommer Chohan, Chief Financial Officer, Atlas Venture
Michael Lebowitz,
Head of Investments Compensation, Manulife Investment Management
Nick Rossi, Chief Financial Officer, Glade Brook Capital
Béla Schwartz,
Chief Financial Officer, The Riverside Company

A speaker photo for Dominic Elias

Dominic Elias

Chief Advisory Services Officer, EWM Global

Read bio
A speaker photo for Ommer Chohan

Ommer Chohan

Chief Financial Officer

Read bio
A speaker photo for Nick Rossi

Nick Rossi

CFO, Glade Brook Capital Partners

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A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

Read bio
14:35 - 15:05

Peer-to-peer carried interest workshop

Dominic Elias, Ommer Chohan, Nick Rossi, Béla Schwartz

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 Dominic Elias

Dominic Elias

Chief Advisory Services Officer, EWM Global

Read bio
A speaker photo for Ommer Chohan

Ommer Chohan

Chief Financial Officer

Read bio
A speaker photo for Nick Rossi

Nick Rossi

CFO, Glade Brook Capital Partners

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A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

Read bio
14:10 - 14:35

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

Paul Landi, Ben Gilbert, 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

Moderator:
Paul Landi, Head of Presales Global CoE, Capital Markets, FIS

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 Paul Landi

Paul Landi

Head of Presales Global CoE, Capital Markets, FIS

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A speaker photo for Ben Gilbert

Ben Gilbert

Global Head of Risk, CSC

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A speaker photo for Bruce Karpati

Bruce Karpati

Partner, Global Chief Compliance Officer, KKR

Read bio
A speaker photo for Kelly Riera

Kelly Riera

Chief Compliance Officer, TA Associates

Read bio
A speaker photo for Olibia Stamatoglou

Olibia Stamatoglou

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

Read bio
14:35 - 15:05

Peer-to-peer compliance workshop

Paul Landi, Ben Gilbert, 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 Paul Landi

Paul Landi

Head of Presales Global CoE, Capital Markets, FIS

Read bio
A speaker photo for Ben Gilbert

Ben Gilbert

Global Head of Risk, CSC

Read bio
A speaker photo for Bruce Karpati

Bruce Karpati

Partner, Global Chief Compliance Officer, KKR

Read bio
A speaker photo for Kelly Riera

Kelly Riera

Chief Compliance Officer, TA Associates

Read bio
A speaker photo for Olibia Stamatoglou

Olibia Stamatoglou

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

Read bio
Networking break
15:05 - 15:35

Networking break

Plenary session
15:35 - 16:20

New faces of finance 2024

Cheyenne Ehrlich, Matthew Amico, Devin Holden, Matt Swatt, Peter Tang

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

Moderator:
Cheyenne Ehrlich, Founder and Chairman, FirmScribe

Panelists:
Matthew Amico,
Principal, Turn/River Capital
Devin Holden, Compliance Director, NovaQuest Capital Management
Matthew Swatt,
Co-Chief Accounting Officer, Treasurer and Controller, Blue Owl Capital
Peter Tang,
Chief Financial Officer and Managing Director, Butterfly Equity

A speaker photo for Cheyenne Ehrlich

Cheyenne Ehrlich

Founder and Chairman, FirmScribe

Read bio
A speaker photo for Matthew Amico

Matthew Amico

Principal, Turn/River Capital

Read bio
A speaker photo for Devin Holden

Devin Holden

Chief Compliance Officer, NovaQuest Capital Management

Read bio
A speaker photo for Matt Swatt

Matt Swatt

Co-Chief Accounting Officer, Treasurer and Controller, Blue Owl Capital

Read bio
A speaker photo for Peter Tang

Peter Tang

Chief Financial Officer and Managing Director, Butterfly Equity

Read bio
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

Read bio
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.

John Ames

Head of Capital Markets, Rho

Matthew Amico

Principal, Turn/River Capital

Arthur Andersen

Partner, Ropes & Gray LLP

Jennifer Banzaca

Senior Reporter, Private Funds CFO

Sophie Bedoya

Co-head of Valuations, Private Equity, Venture Capital, Infrastructure and Real Estate, H.I.G. Capital

John Beczak

Chief Financial Officer. Resource Capital Funds

Pamela Bentley

Chief Financial Officer, GCM Grosvenor

Graham Bippart

Editor, Private Funds CFO & Private Equity International

Jose Biton

Managing Director and the Chief Financial Officer, WM Partners, LP

Jenn Brouse

Chief Operating Officer of GP Strategic Capital Platform, Blue Owl Capital

Steve Bullock

VP of Financial Services, Kyriba

Virginia Calvo

CFO/CCO, Swander Pace Capital

Matt Cammer

Director, Head of Treasury, Gen II Fund Services

John Cannaverde

Fund Controller, Portfolio Advisors

Mary Anne Capo

CFO & CCO, CapStreet Group

Jennifer Cattier

Chief Operating Officer, Cornell Capital

Sheenam Chadha

Director of Finance, Sandbrook Capital

Tracey Chaffin

CFO and Partner, Pamlico Capital

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Terry Elizabeth Cheyney

Chief Financial Officer, Tribeca Venture Partners

Brian Chibwe

Chief Financial Officer, Clarion Capital Partners

Janna Christiana

Director & Head of Funds Finance, Patria Investments

Ommer Chohan

Chief Financial Officer, Atlas Venture

Blinn Cirella

CFO, Saw Mill Capital

Dina Colombo

CFO/COO, GreyLion Capital

Cole Corbin

Managing Director, Alvarez & Marsal

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Amanda Coussens

Chief Financial Officer and Chief Compliance Officer, P10

Michelle Daubar

Partner, Investor Relations & Communications, Oak HC/FT

Rob De Gracia

Chief Technology Officer, Bregal Investments

Jaspreet Dehl

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

Jason Donner

Chief Financial Officer, Veritas Capital

Dominic Elias

Chief Advisory Services Officer, EWM Global

Cheyenne Ehrlich

Founder and Chairman, FirmScribe

William Engels, CPA

Chief Financial Officer, Apple Tree Partners

Cesar Estrada

Private Markets Segment Head, Arcesium

Simon Eyre

Chief Information Security Officer, Drawbridge

Greg Feig

Managing Director and Chief Financial Officer, CCMP Capital Advisors

Mary Kathleen (MK) Flynn

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

Lori Forlano

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

Christopher Franzek

Managing Director, Portfolio Valuation Practice Co-Leader, Stout

Kevin Gasque

Partner, COO, CFO & CCO, Greycroft

Adam Geisler

Chief Financial Officer, Activant Capital

Ben Gilbert

Global Head of Risk, CSC

David Gow

Chief Financial Officer, Dynasty Equity

Jason Haft

Senior VP Sales, LemonEdge

Tim Harvey

Head of Private Equity and Private Credit - North America, Citco Fund Services (USA) Inc

Ted Hill

General Partner and Chief Financial Officer, B Capital Group

Jessica Hoffman Brennan

Partner, Head of Strategy & Investor Relations, Kohlberg & Company

Devin Holden

Chief Compliance Officer, NovaQuest Capital Management

Kelly Hurley

Chief Financial Officer & Chief Compliance Officer, Centre Partners Management, LLC

Amir Jairazbhoy

Associate Director, TresVista Financial Services

Amit S. Kachhia-Patel

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

Bruce Karpati

Partner, Global Chief Compliance Officer, KKR

Jason Kaslow

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

Saaima Khaliq

Managing Director & Private Equity CFO, New Mountain Capital

Melissa Klafter

Partner, Chief Financial Officer, AE Industrial Partners, LP

Joe Kopilak

Partner & CFO, Kelso & Company

Mike Kubacki

CFO, NewSpring Capital

Arthy Kumar

Industry Principal, Workiva

Paige Kuroyama

CFO, Shamrock Capital Advisors

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

Denis Laloy

Partner & Chief Financial Officer, Kimmeridge

Paul Landi

Head of Presales Global CoE, Capital Markets, FIS

Eric Lazear

COO, Adit Ventures

Hye Kyung (HK) Lee

Chief Strategy Officer, InvestorFlow

Robert Lee

Chief Technology Officer, Blue Owl Capital

Drew Maloney

President and Chief Executive Officer, American Investment Council

Beth Manzi

CFO/COO, RF Investment Partners

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook

David Mathewson

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

David McVeigh

Chief Executive Officer, Axiom

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

Allison Miyake

Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

Eve Mongiardo

Chief Financial Officer Blue Wolf Capital Partners

Chad Allan Neale

Senior Vice President, Alliant M&A

Darilyn Olidge

General Counsel, Brightwood Capital Advisors, LLC

Ross Oliver

Partner & General Counsel, Crestview Partners

Brian O'Sullivan

Partner – US Irish Business Group, Grant Thornton

Shanna Otto

Chief Financial Officer, Promus Holdings

Meera Pandit

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

Jacqueline Petts

Partner, Greyhound Capital

Brad Pietras

Director of Finance, Level Equity

Kathryn Purves

CEO, Aztec Group

Fatema Raza, CPA

Partner, Withum

Kelly Riera

Chief Compliance Officer, TA Associates

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

Paul Roberts

Assistant Special Agent in Charge, Federal Bureau of Investigation

Nick Rossi

CFO, Glade Brook Capital Partners

Sarah G. Roth

CEO, Argosy Capital

Raj Rupani

Head of US Tax, Cinven

Nathan Saegesser

Principal, Deal Advisory & Strategy, KPMG

Mike Schiavo

CFO/COO, Fort Point Capital

Daren Schneider

CFO & CCO, JLL Partners, LLC

Béla Schwartz

CFO, The Riverside Company

Brian Schwenk

Chief Financial Officer and Chief Compliance Officer, 1315 Capital

Jaydip Sen

Managing Director, Tax, Grant Thornton LLP

Mark Shang

CFO, Banneker Partners

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Christine Smoragiewicz

Chief Financial Officer & Chief Compliance Officer, MPE Partners

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

Chris Sparenberg

Director, Commercial Strategy, S&P Global Market Intelligence

Steven Spencer

Partner, Chief Legal Officer and Chief Compliance Officer, Siris Capital Group, LLC

John Spiridis

Managing Director, Varagon Capital

Olibia Stamatoglou

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

John Stecher

Senior Managing Director and Chief Technology Officer, Blackstone

Charles Stones

Vice President, Associate Tax Counsel, Audax Group

Matt Swatt

Co-Chief Accounting Officer, Treasurer and Controller, Blue Owl Capital

Peter Tang

Chief Financial Officer and Managing Director, Butterfly Equity

Tim Toska

Group Sector Head, Private Equity, alterDomus

Glenn Tucker

SVP of Finance and Operations and CCO, Left Lane Capital

Adrienne Vannarsdall

CFO, RC Capital

Frank Vesce

Chief Information Security Officer, Allvue

Michael Walfish

Founder, Walrus Security

Jason Weinstein

Senior Director, Private Equity & Venture Capital, FactSet

Irene Willard

Chief Financial Officer, Dunes Point Capital

Chad Willbur

Head of Valuations, Carta

Jennifer Williams

Chief Financial Officer, Genesys Capital

Lakesha Wilson Hill

Chief Financial Officer, Riverspan Partners

Kyle Wool

Chief Financial Officer, Energy Impact Partners

Patty Xu

Chief Financial Officer, Sterling Investment Partners

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 Tuesday, January 16.

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

Blinn Cirella

CFO, Saw Mill Capital

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Christine Smoragiewicz

Chief Financial Officer & Chief Compliance Officer, MPE Partners

Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital