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)
Agenda
Day 1 - Tuesday 30th
Registration – breakfast
PEI welcome
Speaker:
Seth Kerker, Director of Events – Americas, PEI Group
Chair’s welcome
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital

Keynote interview – Macroeconomic Snapshot: Examining trends that shape the world and private equity
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
Data debrief: Forecasting & benchmarking for the CFO and COO
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
Track A (GPs only) | How is AI revolutionizing the industry?
- 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
Track B (GPs only) | Today’s CFO – the evolution from financial gatekeeper firm-wide project manager
- 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
Track C (GPs only) | The talent war: how firms are addressing and facing today’s challenges?
- 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
Track D (GPs only) | The Marketing Rule and more: navigating current compliance affairs
- 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
Track E (Service providers only) | Simultaneously managing client expectations while maintaining industry relevancy
- 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
Track A | Managing today’s fundraising expectations and approaches
- 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
Track B | Enhancing the relationship between management company CFOs and their portfolio companies
- 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
Track C | Quantifying valuations that align with today’s market
- 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

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

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





Track B | Outsource obstacles: addressing relationships with third parties as workloads elevate
- 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
Track C | Governing cybersecurity as threats are increasingly omnipresent
- 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
Track D | Beyond the back-office series | Investment management and investor relations
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
Conducting cash risk management and finding effective fund finance solutions
- 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 Interview – AIC Advocacy: Understanding what’s to come in 2024
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
Closing remarks
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital

Cocktail reception and end of day one
Agenda
Day 2 - Wednesday 31st
Breakfast
Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations
- RE/Infrastructure/Debt
- VC & Emerging Managers
- Middle Market
- Global Buyout
Breakfast networking breakout | Women
Breakfast networking breakout | Venture capital
Facilitator:
Terry Elizabeth Cheyney, Chief Financial Officer, Tribeca Venture Partners

Breakfast networking breakout | Emerging managers
Facilitators:
Sheenam Chadha, Director of Finance, Sandbrook Capital
David Gow, Chief Financial Officer, Dynasty Equity

Breakfast networking breakout | International investments & investors
CFO & COO Think Tank (GP invite only) AUM less than $4B
CFO & COO Think Tank (GP invite only) | AUM greater than $4B
Facilitator:
Amanda Coussens, Chief Financial Officer & Chief Compliance Officer, P10, Inc.

Senior Finance & Operations Executive Think Tank (GP only)
Chair’s opening remarks
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital

Keynote interview - FBI Frame of Reference: Analyzing and understanding complex risks in private markets
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
Adopting optimal technologies to advance the firm
- 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
Track A | Setting realistic expectations for scaling your firm in a competitive environment
- 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
Track B | Understanding the complexity of secondaries
- 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
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
Track D | Beyond the back office series | Beyond the back office: Legal
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
Breakout panel | Strengthening relationships with LPs
- 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
Peer-to-peer LP relations workshop
Similar to our think tank sessions, these workshops will give delegates the opportunity for peer-to-peer discussion and the sharing of best practices around LP relations.
Breakout panel | Approaching industry sentiments on carried interest
- 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
Peer-to-peer carried interest workshop
Breakout panel | Translating the SEC’s increased focus on regulating private markets into daily operations
- 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
Peer-to-peer compliance workshop
Similar to our think tank sessions, these workshops will give delegates the opportunity for peer-to-peer discussion and the sharing of best practices around compliance.
Networking break
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
Conference Chair:
Blinn Cirella, Chief Financial Officer, Saw Mill Capital

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

John Beczak
Chief Financial Officer. Resource Capital Funds

Pamela Bentley
Chief Financial Officer, GCM Grosvenor

Steve Bullock
VP of Financial Services, Kyriba

Virginia Calvo
CFO/CCO, Swander Pace Capital

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

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

Blinn Cirella
CFO, Saw Mill Capital

Dina Colombo
CFO/COO, GreyLion Capital

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

William Engels, CPA
Chief Financial Officer, Apple Tree Partners

Cesar Estrada
Private Markets Segment Head, Arcesium

Greg Feig
Managing Director and Chief Financial Officer, CCMP Capital Advisors

Paul Fielding
Chief Operating Officer, General Catalyst

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

Kevin Gasque
Partner, COO, CFO & CCO, Greycroft

Adam Geisler
Chief Financial Officer, Activant Capital

Ted Hill
General Partner and Chief Financial Officer, B Capital Group

Jun Isoda
Partner and Chief Financial Officer, Siguler Guff

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

Joe Kopilak
Partner & CFO, Kelso & Company

Mike Kubacki
CFO, NewSpring Capital

Arthy Kumar
Industry Principal, Workiva

Nina Labatt
Chief Operating Officer & Chief Financial Officer, Section 32

Denis Laloy
Partner & Chief Financial Officer, Kimmeridge

Eric Lazear
COO, Adit Ventures

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

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

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

Alexia Pearsall
Chief Financial Officer, Omega Funds

Brad Pietras
Director of Finance, Level Equity

Ross Oliver
Partner & General Counsel, Crestview Partners

Kelly Riera
Chief Compliance Officer, TA Associates

Paul Roberts
Assistant Special Agent in Charge, Federal Bureau of Investigation

Nick Rossi
CFO, Glade Brook Capital Partners

Sarah G. Roth
CEO, Argosy Capital

Mike Schiavo
CFO/COO, Fort Point Capital

Daren Schneider
CFO & CCO, JLL Partners, LLC

Brian Schwenk
Chief Financial Officer and Chief Compliance Officer, 1315 Capital

Yokasta Segura-Baez
Managing Director, Investor Relations, ArcLight Capital Partners

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

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

Tim Toska
Group Sector Head, Private Equity, alterDomus

Adrienne Vannarsdall
CFO, RC Capital

Michael Walfish
Co-founder and CEO, Walrus Security

Jason Weinstein
Senior Director, Private Equity & Venture Capital, FactSet

Kyle Wool
Chief Financial Officer, Energy Impact Partners

Patty Xu
Chief Financial Officer, Sterling Investment Partners

John Yantsulis
CFO & Partner, Searchlight Capital 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
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

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
