Private Funds
CFO
Network
CFO
Network
New York Forum
30 - 31 January 2024,
Sheraton Times Square, New York
Redefining the role of private equity CFOs & COOs
Join the Private Funds CFO Network to attend the 21st annual New York Forum on January 30-31, 2024.
The Forum will connect you with the most influential finance and operations decision-makers in private markets. Through two days of unrivalled networking and content, learn how your peers stay prepared for future innovations, trends, regulations, and market conditions.
Your learning and networking opportunities extend beyond the Forum. As a member of the Private Funds CFO Network, you can engage in discussions before and after the event, exchange ideas, and receive practical guidance through our dedicated online and in-person meetings with a reliable network of peers.
Join with your team of senior executives and save $195+ by December 8
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
2024 attendees include:
What attendees say about the Forum
Lisa Costello
HCI Equity Partners
I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will f…
Bernadette Mentor
Prysm Capital
The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these disc…
Blake Bennett
Revelstoke Capital Partners
I really enjoy this conference. I can always count on the who’s who of private equity professionals to be in attendance.
Agenda
Download the latest agenda to see the timely and relevant topics that are being covered at the New York Forum.
If you are interested in a speaking role please contact Nikki Gale at nikki.g@pei.group.
All times are listed in Eastern Time (ET)
View agenda page
Agenda
Day 1 - Tuesday 30th
Registration
08:00 - 09:00
Registration – breakfast
PEI welcome
09:00 - 09:10
PEI welcome
Speaker:
Seth Kerker, Director of Events – Americas, PEI Group
Chair’s welcome
09:10 - 09:15
Chair’s welcome
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Keynote
09:15 - 10:00
Keynote 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
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
Networking break
11:00 - 11:30
Networking break
Think tank sessions | Delegates will have the opportunity to break into private think tank sessions to discuss many of the matters impacting both the private equity and venture capital industries. Designed to facilitate candid discussion, these closed-door sessions for CFOs and COOs will top of mind issues and challenges firms face today. Attendees can share best practices and you’ll gain solutions for common concerns facing your back office.
11:30 - 12:30
Track A (GPs only) | How is AI revolutionizing the industry?
Steve Sims, CFA,
Jason Snider
- Where can AI lend itself to improving efficiencies in the back and middle offices?
- The use of ChatGPT
- Addressing risks and concerns from investors about adoption at firms and portfolio companies
- Performing due diligence on AI platforms
- How are firms crafting and implementing protocols and procedures?
Facilitators:
Stephen Sims, Chief Operating Officer and Chief Compliance Officer, Braemont Capital
Jason Snider, Chief Financial Officer & Chief Compliance Officer, Gauge Capital
11:30 - 12:30
Track B (GPs only) | Today’s CFO – the evolution from financial gatekeeper firm-wide project manager
Blinn Cirella,
Christine Smoragiewicz
- Beyond financial cash management: what are CFOs spending their time accomplishing outside of finance (data, HR, IT, etc.)
- Balancing between various responsibilities and functions
- Striking a balance between accomplishing daily operations and strategically enhancing the firm
- Showcasing the importance of the CFO’s role to leadership
- Establishing a strong team behind the CFO as the role and responsibilities continue to evolve
Facilitators:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Christine Smoragiewicz, Partner, CFO & CCO, MPE Partners
11:30 - 12:30
Track C (GPs only) | The talent war: how firms are addressing and facing today’s challenges?
Greg Feig,
Mike Martinez
- Tools for retaining top professionals
- Tactics for attracting junior talent in a competitive market
- Skillsets required for finance and operations professionals at all levels
- Shifting the scene: pursuing talent with “untraditional” backgrounds and experiences
- How are firms filling information/skills gaps while they handle staffing changes?
- Managing a geographically dispersing workforce
Facilitators:
Greg Feig, Managing Director and Chief Financial Officer, CCMP Capital Advisors
Mike Martinez, Chief Operating Officer & General Counsel, Pine Brook
11:30 - 12:30
Track D (GPs only) | The Marketing Rule and more: navigating current compliance affairs
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
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
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
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
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
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
Jason Kaslow
Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners
Read bio
Breakout sessions II
14:30 - 15:20
Track A | Refining data management and reporting practices to satisfy investors
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
- ESG expectations and challenges
- 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
14:30 - 15:20
Track B | Outsource obstacles: addressing relationships with third parties as workloads elevate
Jaspreet Dehl,
Glenn Tucker,
Patty Xu
- Justifying the spend on outsourcing various tasks (fund administration, compliance, data management, IT, cybersecurity, tax, etc.)
- What are firm limitations on does and does not get outsourced?
- Grappling potential growing pains when onboarding providers and
- Upholding successful long-term partnerships
- Ensuring that outsourcing team member(s) are an extension of the firm
- How will the proposed SEC outsourcing rule effect relationships with partners?
Panelists:
Jaspreet Dehl, Managing Partner and Chief Financial Officer – Private Equity Group, Brookfield Asset Management
Glenn Tucker, SVP of Finance & Operations, CCO, Left Lane Capital
Patty Xu, CFO, Sterling Investment Partners
14:30 - 15:20
Track C | Governing cybersecurity as threats are increasingly omnipresent
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
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
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
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
Cocktail reception and end of day one
17:20 - 17:25
Closing remarks
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
17:25 - 18:25
Cocktail reception and end of day one
Agenda
Day 2 - Wednesday 31st
Breakfast
08:00 - 09:00
Breakfast
Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations
- RE/Infrastructure/Debt
- VC & Emerging Managers
- Middle Market
- Global Buyout
Private Funds CFO Network Membership circle breakfasts (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
08:15 - 08:55
Breakfast networking breakout | Venture capital
Terry Elizabeth Cheyney
Facilitator:
Terry Elizabeth Cheyney, Chief Financial Officer, Tribeca Venture Partners
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
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
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.
09:00 - 09:50
Senior Finance & Operations Executive Think Tank (GP only)
Janna Christiana,
Brad Pietras
Chair’s opening remarks
10:00 - 10:05
Chair’s opening remarks
Blinn Cirella
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Keynote
10:05 - 10:50
Keynote interview - FBI Frame of Reference: Analyzing and understanding complex risks in private markets
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
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
Breakout sessions
12:10 - 01:00
Track A | Setting realistic expectations for scaling your firm in a competitive environment
Jason Donner,
Mike Schiavo
- Determining feasible goals for both fundraising and management company success
- How can the back/middle offices lay the groundwork and collaborate across the firm?
- Fund size parameters – key considerations for firms of different AUMs and various operating models
- Identifying the right resources and tools assist with firm expansion
- When and how should firms evaluate if their current infrastructure meets their needs?
- Moving forward – deciding what functions stay in-house and are outsourced?
Panelists:
Jason Donner, Chief Financial Officer, Veritas Capital
Michael Schiavo, CFO, Fort Point Capital
12:10 - 13:00
Track B | Understanding the complexity of secondaries
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
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
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
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.
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
14:35 - 15:05
Peer-to-peer carried interest workshop
Alexia Pearsall,
Nick Rossi
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
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.
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
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
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
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
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
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
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.
Where successful CFOs connect
Better connections at the New York Forum
Attendees all gained a 12-month membership to the Private Funds CFO Network, a service designed to enhance the New York Forum networking experience.
Members can connect with peers throughout the year, set up pre-meetings with those attending the New York Forum, meet in-person on the day, or pick up a conversation after the conference. The Network also provides opportunity for extra CPE credits for you and your team across the year.
Unique insight
Access critical insight in member-only sessions at the New York Forum along with preferential rates to attend any event in the Private Funds CFO portfolio.
Connection
Find and connect with like-minded professionals facing similar challenges ahead of the Forum to maximize your event experience.
Continuous learning
Gain additional CPE credits throughout the year by attending qualifying online content that keeps you ahead of the game.
Pre-Event Resources
Meet our advisory board members
Tracey Chaffin
CFO and Partner, Pamlico Capital
Ms. Chaffin joined Pamlico Capital in 1995. She serves as the firm’s Chief Financial Officer and Chief Compliance Officer is responsible for the firm’s portfolio administration, compliance, and finance activities. Ms. Chaffin is a Certified Public Ac… Read full bio
Blinn Cirella
CFO, Saw Mill Capital
Blinn joined Saw Mill in 2006 where she manages the financial administration of the firm and its back office, including LP reporting, accounting, and audit and tax preparation. Prior to joining Saw Mill, Blinn was a Director at Bisys Private Equity S… Read full bio
Mike Martinez
Chief Operating Officer & General Counsel, Pine Brook
Michael Martinez is the Chief Operating Officer and General Counsel at Pine Brook Partners. He also sits on the firm’s Management Committee. Michael is responsible for the firm’s operations, including investor relations, legal, information technology… Read full bio
Steve Sims, CFA
Chief Operating Officer and Chief Compliance Officer, Braemont Capital
Mr. Sims is the Chief Operating Officer and Chief Compliance Officer of Braemont where he is responsible for various operational, regulatory, financial, banking and compliance matters. Prior to joining Braemont, Mr. Sims was a Vice President at New R… Read full bio
Christine Smoragiewicz
Chief Financial Officer & Chief Compliance Officer, MPE Partners
Christine joined MPE Partners in 2021 as Chief Financial Officer and Chief Compliance Officer. She oversees the finance, compliance, and administrative functions of the firm. Christine joined MPE after serving 14 years as CFO and CCO at Intervale Cap… Read full bio
Jason Snider
Chief Financial Officer / Chief Compliance Officer, Gauge Capital
Jason is the Chief Financial Officer at Gauge Capital, where he leads the firm’s finance, accounting, financial reporting, and tax functions. He previously held several senior roles at TPG Capital and served as the Chief Financial Officer for a large… Read full bio