Redefining the role of private equity CFOs & COOs

Join us this January to celebrate the 20th Annual Private Funds CFO New York Forum!

The Forum is the annual meeting for the C-level private equity community to network and gain new strategies to boost finance and operational team efficiencies.

The timely and actionable discussion topics are covered by a breadth of authoritative speakers to empower private fund CFOs and their senior finance and operations executives to impact practices within their organizations.

Attend the Forum to build your peer network and stay connected through the year with Private Funds CFO Network access.

Bring your team of senior executives and save | CPE credits available

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Meet our keynote speakers

Wema Hoover
Global DEI leader & former Google Global Head of DEI

Wema Hoover is a culture and DEI expert who has dedicated her career to serving as a catalyst for change and as a transformational leader.  Her expertise centers on diversity, equity, and inclusion, authentic leadership and women’s empowerment with a reputation for creating systemic organizational change into people, processes, and products on a global scale.

Ron Insana
CNBC Senior Analyst and Commentator, Trailblazing Financial Journalist, and Financial Professional

Highly respected business journalist, Ron Insana looks at today through the lens of economic history. Properly assessing the current environment is vital to determining what to do next. A savvy trend-watcher, Ron will offer insights to help investors plan for the future in a world beset by constant change.

Dave Stangis
Partner & Chief Sustainability Officer
Apollo Global Management

Dave Stangis created the first proactive ESG strategy in the Fortune 100 more than 20 years ago. He has proven success in designing integrated strategies that advance commercial and operational performance and agility. He is currently leading Sustainability and ESG at Apollo Global 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

To celebrate our 20th anniversary, all attendees will receive a 12-month subscription to the Private Funds CFO Network. Learn more.

Key discussion topics

The agenda is built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provide relevant information to impact processes and practices within firms, such as:

  • Boosting cybersecurity efforts amidst skyrocketing cyberattacks against financial firms
  • Elevating diversity, equity and inclusion initiatives at your firm and beyond
  • ESG data collection & reporting
  • Accelerated pace of fundraising & reporting
  • Using data & technology to gain a strategic advantage
  • SEC exams in 2023: new audit rules & how to be prepared for an exam
  • And much more…

Featured speakers

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Attending firms include:

American Family Ventures
Arctos Partners
Atlas Holdings
Bernhard Capital
Blue Wolf Capital Partners
BP Energy Partners
Bregal Investments
Calvert Street Capital Partners
CCMP Capital Advisors
Center Rock Capital Partners
Corsair Capital
EIG Global Energy Partners
Eldridge Industries
Endeavor Catalyst
Enlightened Hospitality Investments
Equilibrium Capital Investment Management
FFL Partners
Five Points Capital
Flexpoint Ford
Fundamental Advisors
GID Investment Advisers
Goldman Sachs
Great Hill Partners
Greenbriar Equity Group
GTIS Partners
Hamilton Lane
HarbourVest Partners
Hastings Equity Partners
Jeremy Thurber
Kainos Capital
Lateral Investment Management
LongRange Capital
Lovell Minnick Partners
Madryn Asset Management
Marlin Equity Partners
MiddleGround Capital
New Harbor Capital
New Spring Capital
Newlight Partners
Omega Funds
Palistar Capital
Pamlico Capital
Peak Rock Capital
Periscope Equity
Peterson Partners
Peterson Ventures
PPM America
Pritzker Private Capital
Promus Holdings
Quad-C Management
Quantum Energy Partners
RCP Advisors
RiverRock Funds
Solum Partners
Swander Pace Capital
The Cynosure Group
The National Investment and Infrastructure Fund
Thompson Street Capital Partners
TowerBrook
Trive Capital
Tusk Venture Partners
Warburg Pincus
Willowridge Partners
Wynnchurch Capital
X10 Capital Management
Z Capital Group

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.

2023 Agenda

Download the agenda to see the timely and relevant topics that will be covered at this year’s Forum.

If you are interested in a speaking role for 2023 please contact contact Kellie Green at kellie.g@peimedia.com.

All times are listed in Eastern Time (ET)

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 18th

Registration
08:00 - 09:00

Registration – continental breakfast

PEI welcome
09:00 - 09:10

PEI welcome & chair’s introduction

Chair’s welcome
09:10 - 09:15

Chair’s welcome

Chairperson:
Heidi Deiner, National Executive Director, Private Equity CFO Association

Keynote address
09:15 - 10:00

Opening Keynote Address by Ron Insana, Senior Analyst & Commentator, CNBC

As the world grapples with inflation, broken supply chains, confounding markets, economic and political turmoil, and living with Covid long term, Ron Insana is a voice of economic reason. Properly assessing the current
environment is vital to determining what to do next. A savvy trend-watcher, Ron looks at today through the lens
of economic history. He’ll offer insights to help plan for the future in a world beset by constant change –

  • Comparing prospects: Main Street vs. Wall Street
  • The outlook for business growth; which sectors are winning, which are stuck?
  • Markets always send signals; what is the message of the markets right now?
  • Washington policy moves: how they’ll impact business and investments
Plenary session
10:00 - 11:00

10th annual EY global CFO and COO benchmarking survey results

In this session, we will review the results of the ninth annual survey of CFOs and COOs from across the globe.
We’ve collected extensive data on people, processes, and planning for the future. The insight gained from the
survey will provide the foundation for a robust discussion by an esteemed panel of CFOs and COOs representing
a broad spectrum of private funds.

Networking coffee break
11:00 - 11:30

Networking coffee break

Think tanks | State of market
11:30 - 12:30

Track A | Industry trends | Fund finance in a high inflation environment (GPs only)

  • Interest rates impact — where are we now and where are going in terms of price of products, what will the lending landscape looks like?
  • Supply/demand dynamics for fund finance in 2023 Subscription lines
    • Partner / GP / management fee lines of credit
    • Umbrella credit facilities
    • NAV credit
  • Understanding the risks associated with each fund facility
  • Will inflation rates lead to a decrease in the use of subscription lines
11:30 - 12:30

Track B | Regulatory & geopolitical considerations | Geopolitical risk & concerns (GPs only)

  • China & US policy and trade issue
  • Russia-Ukraine war
  • Crisis response
  • Disruptions to firm operations
  • Political/media scrutiny
  • Balance risks and long-term market priorities
  • Russian malicious cyber activity concerns
11:30 - 12:30

Track C | PE firm operations | Preparing a readiness framework for your firm in advance of an economic downturn (GPs only)

April Evans
  • How can you maximize liquidity to prepare?
  • Creating a triage plan
  • Expanding offerings into private debt, infrastructure, real estate, venture capital, growth capital and natural resources
  • How should you be thinking about supply chain risk?
  • Tips for restructuring vendor agreements
  • Enhancing procurement strategies
  • Where can you automate and streamline?

Facilitator:
April Evans, Partner, CFO and CCO, Monitor Clipper Partners

A speaker photo for April Evans

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

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11:30 - 12:30

Track D | Professional development | CFO Network Members Only | Talent management in 2023: dealing with the current talent shortage and adapting to long term trends (GPs only)

Andy Caine

This session is for CFO Network members only.

  • How has the talent shortage impacted your finance teams?
  • What trends are you seeing in the hiring market?
    • Increased competition?
    • Investment banks keeping analysts longer
  • Ways to incentivize and retain finance teams in this highly competitive environment
    • What are compensation trends looking like?
    • What types of are flexible work schedules are being offered
    • How else can you build loyalty?
    • How are you enhancing benefit packages?
  • How are you enhancing benefit packages?
    Are you seeing generational differences of opinions on:

    • Back to office
    • Retainment incentives
    • how to enhance firm culture, DE&I, employee wellness, social change, etc.
    • gathering feedback and listening to employees (.e.g., surveys)?

Facilitator:
Andy Caine, COO and Partner, Frazier Healthcare Partners

A speaker photo for Andy Caine

Andy Caine

COO & Partner, Frazier Healthcare Partners

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11:30 - 12:30

Track E | Service providers | Adapting to the current state of the market and supporting clients though uncertain times (SPs only)

Heidi Deiner
  • Anticipating wants, needs, expectations of clients during the fast-changing environment
  • Setting realistic expectations

Facilitator:
Heidi Deiner,
National Executive Director, Private Equity CFO Association

A speaker photo for Heidi Deiner

Heidi Deiner

National Executive Director, Private Equity CFO Association

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Networking luncheon
12:30 - 13:30

Networking luncheon

Breakout sessions I
13:30 - 14:20

Track A | Industry Trends | Boosting cybersecurity efforts amidst skyrocketing cyberattacks against financial firms

Robby Bourgeois, Simon Eyre, Eric Feldman, Bethany Foullois

Cyberattacks against financial firms are up 238% and private equity firms quickly becoming a top target.

  • How do you build a sustainable cybersecurity program
  • Challenges of overseeing cybersecurity
  • How can you adapt to the increased threat associated with remote work

Panelists:
Robby Bourgeois, Partner, Chief Financial Officer & Chief Compliance Officer, Varagon Capital Partners
Simon Eyre, CISO, Drawbridge
Eric Feldman, Chief Information Officer, The Riverside Company
Bethany Foullois, Chief Operating Officer & Chief Compliance Officer, LNK Partners

A speaker photo for Robby Bourgeois

Robby Bourgeois

Partner & Chief Financial Officer, Varagon Capital Partners

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A speaker photo for Simon Eyre

Simon Eyre

Chief Information Security Officer, Drawbridge

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Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

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A speaker photo for Bethany Foullois

Bethany Foullois

Chief Operating Officer & Chief Compliance Officer, LNK Partners

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13:30 - 14:20

Track B | Regulatory & Geopolitical | Considerations SEC exams in 2023: new audit rules & how to be prepared for an exam

Heather Fraser
  • How can CFOs and COOs add value on the portfolio company level when it comes to efficiency, spend, regulation, performance and more.
    • Cyber assessments at the portfolio level
    • Onboarding new portfolio companies into the governance system
    • Helping portfolio companies with vendors, service providers, build boards, ESG strategies
    • Group purchasing & insurance
  • Where can you really make the most impact when you’re only spending some small amount of time working with each portfolio company?
  • Best practices for collecting and formatting data from portfolio companies
  • What technology tools are helpful?

Panelists:
Heather Fraser, Chief Financial Officer and Managing Director, TZP Group
Mark Zogaria, CFO / CCO, Summer Street Capital Partners

A speaker photo for Heather Fraser

Heather Fraser

Chief Financial Officer and Managing Director, TZP Group

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13:30 - 14:20

Track C | PE Firm Operations | Maximizing impact at the portfolio company level

Blake Bennett, Jeffrey Gilbert
  • How can CFOs and COOs add value on the portfolio company level when it comes to efficiency, spend, regulation, performance and more.
    • cyber assessments at the portfolio level
    • onboarding new portfolio companies into the governance system
    • helping portfolio companies with vendors, service providers, build boards, esg strategies
    • group purchasing & insurance
  • Where can you really make the most impact when you’re only spending some small amount of time working with each portfolio company?
  • Best practices for collecting and formatting data from portfolio companies
    • What technology tools are helpful?

Panelists:
Blake Bennett, Chief Financial Officer, Revelstoke Capital Partners
Jeffrey Gilbert, Chief Operating Officer and General Counsel, Carnelian Energy Capital

A speaker photo for Blake  Bennett

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

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A speaker photo for Jeffrey Gilbert

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

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13:30 - 14:20

Track D | Professional Development | Driving personal & team transformations as a COO

Mike Martinez, Adam Weinstein
  • How do you see the COO role further evolving this decade?
  • What are your major focus areas as it relates to managing and growing the firm and shaping the future direction of the firm?
  • What is your role in firm succession planning?
  • Being aware of personal and team burnout and ways to mitigate
  • As a COO how can you play a greater role in supporting deal teams?
  • Conflict resolution
  • Managing upwards – strengthening relationships between COO and CEOs/Partners
  • How to balance being “the jack of all trades and master of none”

Panelists:
Michael Martinez, COO & General Counsel, Pine Brook
Adam Weinstein, Managing Director, Chief Operating Officer and Chief Financial Officer

A speaker photo for Mike Martinez

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook Partners

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A speaker photo for Adam Weinstein

Adam Weinstein

Managing Director, COO, CFO, New Mountain Capital

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Breakout sessions II
14:25 - 15:15

Track A | Industry Trends | Private equity secondaries amid shifting market dynamics

Brian Garfield, CFA, ASA
  • Will record breaking volume continue as GPs and LPs look for ways to increase liquidity?
  • What are the current and future supply/demand dynamics
  • Identifying pockets of resilience as potential downturn unfolds
  • What’s expected in the secondaries market regarding valuations
  • Interest rates impacts on the secondaries market
  • Geopolitical risk considerations

Panelists:
Brian Garfield, Managing Director, Lincoln International
Verdun Perry, Global Head, Blackstone Strategic Partners

A speaker photo for Brian Garfield, CFA, ASA

Brian Garfield, CFA, ASA

Managing Director, Lincoln International

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14:25 - 15:15

Track B | Regulatory & Geopolitical Considerations | Staying ahead of proposed regulatory & tax changes

James Gaven, Darren Herz , Jeanette Turner
  • Proposed amendments to Form PF
  • Fees & expenses
    • How are firms rethinking fees and expenses in light of proposed new compliance monitoring and reporting obligations?
    • Accelerated monitoring fees
    • Lack of standardization of how funds measure returns
    • Future of pass-through expense models
  • Taxes and the future of carry
  • ESG and the SEC proposed enhancements to disclosures
  • SEC proposed amendments to enhance and standardize disclosures regarding cybersecurity risk management

Panelists:
James Gaven
, General Counsel and Chief Compliance Officer, SK Capital Partners
Darren Herz, Chief Financial Officer, Goldner Hawn
Jeanette Turner, Managing Director & Global Regulatory & Compliance Solutions, SEI

 

A speaker photo for James Gaven

James Gaven

General Counsel & Chief Compliance Officer, SK Capital Partners

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A speaker photo for Darren Herz

Darren Herz

Chief Financial Officer, Goldner Hawn

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A speaker photo for Jeanette Turner

Jeanette Turner

Managing Director, Global Regulatory & Compliance Solutions, SEI

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14:25 - 15:15

Track C | PE Firm Operations | Tackling operational complexity while streamlining firm operations

Clay Willingham, Chitra Baskar, Blinn Cirella, Kelly Hurley, Eve Mongiardo
  • Firms are no longer operating as lean mean deal machines LPs want to see the whole firms professionalized
  • Determining the proper amount of back/middle-office staff to carry the firm forward?
  • Thoughts on using management company as a cost center vs use it more as a profit center
  • Goals in terms of helping your firm improve data management and data evolution
  • Blinn Cirella, Chief Financial Officer, Saw Mill Capital
  • Eve Mongiardo, Chief Financial Officer, Blue Wolf Capital Partners
  • Kelly Hurley, CFO, Centre Partners Management

Moderator:
Clay Willingham, Vice President, Commercial Strategy, S&P Global Market Intelligence

Panelists:
Chitra Baskar
, President, CSC Fund Solutions
Blinn Cirella, Chief Financial Officer, Saw Mill Capital
Kelly Hurley, CFO, Centre Partners Management
Eve Mongiardo, Chief Financial Officer, Blue Wolf Capital Partners

A speaker photo for Clay Willingham

Clay Willingham

Executive Director, Commercial Strategy, Valuation Solutions, IHS Markit

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A speaker photo for Chitra Baskar

Chitra Baskar

Founder, Partner and COO, Viteos Fund Services

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A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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A speaker photo for Kelly Hurley

Kelly Hurley

CFO, Centre Partners Management

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A speaker photo for Eve Mongiardo

Eve Mongiardo

Chief Financial Officer Blue Wolf Capital Partners

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14:25 - 15:15

Track D | Professional Development | CFO Network Members Only | Personal & team development of junior finance professionals

Dominic Elias, Lisa Costello, Maggie Schmitt

This session is for CFO Network members only.

  • Mapping career journeys for jr team members (alongside managers and HR if applicable)
  • Creating/seeking out opportunities for your team to interact with other business units within your firm
  • Ways to enhance the strategic acumen of analysts, treasurers, controllers and stay/help them stay engaged
  • Encouraging creative solutions

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

Panelists:
Lisa Costello,
Chief Financial Officer, HCI Equity Partner
Maggie Schmidt, Chief Financial Officer, JMI Equity

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Dominic Elias

Chief Client Advisory Officer, EWM Global

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A speaker photo for Lisa Costello

Lisa Costello

CFO, HCI Equity Partners

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A speaker photo for Maggie Schmitt

Maggie Schmitt

Chief Financial Officer, JMI Equity

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Networking coffee break
15:15 - 15:45

Networking coffee break

Plenary session
15:45 - 16:35

Using data & technology to gain a strategic advantage

Rama Ramachandran
  • How can better data collection help with accounting, transparency, reporting and more.
  • How is your data analysed to discern patterns and make better decisions?
  • Using technology to foster strategic growth
    • Data warehouses/ data lakes
    • Business intelligence tools
  • Strategies for data quality control
  • Data protection

Moderator:
Frank Anduiza
, EVP, Head of Private Fund Sales, Ultimus Leverpoint

Panelists:
Rama Ramachandran, Chief Technology Officer, Black Diamond Capital Management

A speaker photo for Rama Ramachandran

Rama Ramachandran

Chief Technology Officer, Black Diamond Capital Management

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Keynote interview
16:35 - 17:15

Keynote Interview - ESG & Sustainability

Dave Stangis, Partner & Chief Sustainability Officer, Apollo Global Management

Cocktail reception and end of day one
17:15 - 18:15

Cocktail reception and end of day one

Agenda

Day 2 - Thursday 19th

Continental breakfast
08:00 - 09:00

Continental 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 breakout rooms
08:15 - 08:55

RE/Debt/Infra

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

08:15 - 08:55

VC & Emerging Managers

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

08:15 - 08:55

Middle Market

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

08:15 - 08:55

Global Buyout

Delegates will enjoy breakfast at breakout sessions based on asset class and market segmentations

Think tanks
09:00 - 09:50

CFOs Think Tank (Invite only)

Delegates will have the opportunity to break into private 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 CFOs and COOs will top of mind issues and challenges impacting their firms today.

09:00 - 09:50

COOs Think Tank (Invite only)

Delegates will have the opportunity to break into private 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 CFOs and COOs will top of mind issues and challenges impacting their firms today.

09:00 - 09:50

Senior Finance Executive Think Tank (Open to all)

Delegates will have the opportunity to break into private 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 CFOs and COOs will top of mind issues and challenges impacting their firms today.

Chair’s welcome & Keynote Introduction
10:00 - 10:15

Chair’s opening remarks

Heidi Deiner

Chairperson:
Heidi Deiner, National Executive Director, Private Equity CFO Association

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Heidi Deiner

National Executive Director, Private Equity CFO Association

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Keynote interview
10:10 - 10:55

Reframing diversity, equity & inclusion: how difference can make a difference

Wema Hoover, Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator, & former Global Head of Diversity, Equity and Inclusion at Google & Pfizer

As a former Chief Diversity Officer, Cultural Strategist and Employee Engagement Leader at Fortune 500 companies including Google, Pfizer, Sanofi, and Bristol-Myers Squibb, Wema Hoover demonstrates how to harness diversity to unlock an organization’s skills and abilities. She reveals how inclusive practices lead to increased employee engagement and collaboration, breakthrough thinking and enhanced innovation. Wema also discusses unconscious bias, how to create a culture of belonging, and cultural competence. An authentic, riveting and impactful speaker, Wema uses her lived experiences as a Black female senior executive to show the true potential of diversity and that differences really can make a difference.

Networking coffee break
10:55 - 11:25

Networking coffee break

Plenary session
11:25 - 12:15

Evolving your back office: how are firms reinventing themselves post-pandemic

Jason Snider
  • How are you adapting to the increased focus on purpose and transparency?
  • How are you rethinking performance metrics and KPIs for post-pandemic goals?
  • Are you revisiting your long-term real estate footprint?
  • What have you learned about future disaster preparedness?

Panelists:
Jason Snider, Chief Financial Officer/Chief Compliance Officer, Gauge Capital

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Jason Snider

Chief Financial Officer / Chief Compliance Officer, Gauge Capital

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Breakout sessions III
12:15 - 13:05

Track A | Industry Trends | The continuing momentum of continuation funds

Sanjay Sanghoee, Lance Taylor
  • Continuation fund popularity has skyrocketed and they currently account for over half the deal flow in private equity secondaries transaction
    • What is driving this trend and is it sustainable?
  • Facts vs fiction with the preconceived notions about continuation funds
  • How to structure continuation funds to ensure fairness and avoid potential misalignment of interests
  • Conflicts of interest considerations that arise while managing both an existing investment vehicle and another vehicle and how to strike the right balance between profit and fiduciary duty

Panelists:
Sanjay Sanghoee,
COO and CCO, Delos Capital
Lance Taylor, Partner & CFO, HGGC

A speaker photo for Sanjay Sanghoee

Sanjay Sanghoee

CCO, CFO, and CCO, Delos Capital

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A speaker photo for Lance  Taylor

Lance Taylor

Partner and Chief Financial Officer, HGGC

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12:15 - 13:05

Track B | Regulatory & Geopolitical Considerations | Overcoming the ongoing challenges of the new marketing rule

Jacob Comer , Nickie Norris, Béla Schwartz
  • What have been the biggest challenges to overcome when becoming compliant with the new marketing rule
  • How are you continuing to communicate and train your team on the revised rule and your firm’s updated policies and procedures
  • Are you prepared to adjust procedures, materials and documentation as best practices evolve?

Panelists:
Jacob Comer,
Partner, General Counsel, and Chief Compliance Officer, NovaQuest Capital Management
Nickie Norris, General Partner, COO &  CCO, New Heritage Capital
Béla Schwartz, CFO, The Riverside Company

A speaker photo for Jacob Comer

Jacob Comer

General Counsel and CCO, NovaQuest Capital

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A speaker photo for Nickie Norris

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

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A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

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12:15 - 13:05

Track C | PE Firm Operations | Multi-strategy transitions: addressing growing pains along the way

Jason Ment, Brad Pietras
  • What are the most common challenges when moving away from a single fund model and transitioning to multi-strategy?
  • Understanding fiduciary duties and identifying and resolving conflicts as you grow
  • Ways to remain nimble even as your strategies become more complex
  • Communicating with limited partners about your expansion into different strategies

Panelists:
Brandon Baudin
, Chief Financial Officer, The Sterling Group
Jason Ment, Partner, President, Co COO, StepStone Group
Brad Pietras, Director of Finance, Level Equity

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Jason Ment

Partner, President & Co-COO, StepStone Group

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A speaker photo for Brad Pietras

Brad Pietras

Director of Finance, Level Equity

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12:15 - 13:05

Track D | Professional Development | CFO Network Members Only | The CFO of the future: expanding your knowledge to drive further impact at your firm

Evelyn C. Pellicone

This session is for CFO Network members only.

  • How to engage your stakeholders and become a better data “storyteller”
  • How to better convey complex financial data and ideas in a digestible way
  • Enhancing your financial decision-making skills
  • Cross-functional knowledge of the company and becoming a better strategic partner to the CEO
  • Transcending the finance department to become a more holistic leader — what are non-financial skills you should cultivate?
  • How to spend less time putting out fires and more time being the strategic visionary and creating value for your firm

Panelists:
Evelyn Pellicone, Chief Financial Officer, Crestview Partners

A speaker photo for Evelyn C.  Pellicone

Evelyn C. Pellicone

CFO & Partner, Crestview Advisors, LLC

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Networking luncheon
13:05 - 14:05

Networking luncheon

Breakout Panels with Peer-to-Peer Workshops
14:10 - 14:35

Technology Breakout Panel | Addressing the need for enhanced connectivity between technology and data management tools

Noah Becker, Dean Schaffer
  • With an abundance of technology solutions how do you compile multiple information outputs in a way that’s useful?
  • Tips and tools for enhancing connectivity between technology and data tools
  • How can you streamline the number of productivity-enhancing tools you’re using?

Panelists:
Noah Becker, Chief Financial Officer, LLR Partners
Dean Schaffer, Managing Director, North America, Alter Domus

A speaker photo for  Noah	 Becker

Noah Becker

Chief Financial Officer, LLR Partners

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A speaker photo for Dean Schaffer

Dean Schaffer

Managing Director, Alter Domus

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14:10 - 14:35

DEI Breakout Panel | Steps for elevating diversity equity and inclusion initiatives at your firm and beyond

Indhira Arrington, Giulianna Ruiz
  • What are the elements of a best-inclass DEI program?
  • What are the most comprehensive ways to assess progress?

Panelists:
Indhira Arrington, Managing Director and Global Chief Diversity, Equity and Inclusion Officer, Ares Management Corporation
Susan Black-Beth, COO, Avante Capital Partners
Giulianna Ruiz, Partner, General Counsel and Chief Compliance Officer, Trilantic North America

A speaker photo for Indhira Arrington

Indhira Arrington

Managing Director and Global Chief Diversity, Equity and Inclusion Officer, Ares Management Corporation

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A speaker photo for Giulianna Ruiz

Giulianna Ruiz

Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

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14:10 - 14:35

ESG Breakout Panel | ESG Data collection & reporting

Allison Spector
  • How to measure and report on the financial return on ESG activities
  • Ensuring accuracy and overcoming concerns about the trustworthiness of ESG data

Panelists:
Allison Spector, Head of ESG, One Rock Capital Partners

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Allison Spector

Head of ESG, One Rock Capital Partners

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Breakout Panels with Peer-to-Peer Workshops
14:35 - 15:15

Peer-to-Peer technology 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 making data more usable without requiring considerable manual input and ways to automating manual processes.

14:35 - 15:15

Peer-to-Peer DEI 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 elevating diversity equity and inclusion initiatives at your firm and throughout your portfolio.

14:35 - 15:15

Peer-to-Peer ESG 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 ESG data collection & reporting.

Networking break
15:15 - 15:45

Networking break

Plenary session
15:45 - 16:35

Adapting to the newly accelerated pace of fundraising & reporting

Joshua Cherry-Seto, Omar Rahman
  • Adapting to the accelerated pace caused by – retaliation and influx of new investors
  • Post covid changes
    • Hybrid format and less road shows
    • Rapid deployment of capital that seems to have stuck.
  • Firms are now going to market every 2 years vs 4 year previously
  • How to adapt to the extreme competition in fundraising
  • Finding the right tools and systems to manage the post pandemic workflow
  • Outsourcing considerations

Panelists:
Joshua Cherry-Seto,
Partner & Chief Financial Officer, StartUp Health
Omar Rahman, CFO, Access Holdings Management

Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

Read bio
A speaker photo for Omar Rahman

Omar Rahman

CFO, Access Holdings Management

Read bio
Closing keynote
16:35 - 17:25

Closing keynote

Closing remarks
17:25 - 17:30

Closing remarks

End of conference
17:30 - 17:30

End of conference

2023 Speakers

Contact Kellie Green at kellie.g@peimedia.com or call + 1 646 921 2557 | ext 205 for speaking opportunities.

Frank Anduiza

EVP, Head of Private Fund Sales, Ultimus LeverPoint

As Executive Vice President, Head of Private Fund Sales, Frank is responsible for growing the private fund administration business and overseeing the private fund business development team at Ultimus LeverPoint. He develops the sales and market strat… Read full bio

Indhira Arrington

Managing Director and Global Chief Diversity, Equity and Inclusion Officer, Ares Management Corporation

Mrs. Arrington is a Managing Director and Global Chief Diversity, Equity and Inclusion ("DEI") Officer in the Ares Human Resources Department, and partners with the firm's DEI Council to advance Ares' strategy to attract, develop, engage and advance… Read full bio

Chitra Baskar

Founder, Partner and COO, Viteos Fund Services

Chitra Baskar COO, one of the principals and co-founders of Viteos, manages global operations and plays a key role in the overall direction of the company of the company. She has been a visionary overseeing innovations to the firm’s technology offeri… Read full bio

Brandon Baudin

Chief Financial Officer, The Sterling Group

Brandon joined Sterling in 2018 as Chief Financial Officer. He is responsible for all financial management aspects of the firm, as well as advising the firm’s portfolio company CFOs on certain financial issues and transactions. Previously, Brandon wa… Read full bio

Noah Becker

Chief Financial Officer, LLR Partners

Mr. Becker joined LLR Partners in 2012 and is responsible for financial reporting and oversight of all administrative financial matters. Prior to joining LLR he held senior financial positions at early stage as well as established entities and previo… Read full bio

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Blake Bennett is the Chief Financial Officer and Chief Compliance Officer of Revelstoke Capital Partners. Prior to joining Revelstoke, Mr. Bennett was the Fund Accounting Manager of KSL Capital Partners, a Denver-based private equity firm where he wa… Read full bio

Robby Bourgeois

Partner & Chief Financial Officer, Varagon Capital Partners

Robby Bourgeois is a Partner of Varagon and serves as the firm’s Chief Financial Officer. Robby joined Varagon from Sixth Street Partners (“Sixth Street”) (formerly TPG Sixth Street Partners, the credit investing platform of TPG). Robby held multiple… Read full bio

Andy Caine

COO & Partner, Frazier Healthcare Partners

Andy is a Partner at Frazier Healthcare where he focuses on pre-investment organizational due diligence, talent assessment and development, and post-acquisition management. In addition, he has designed and help lead the firm’s diversity, equity, incl… Read full bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

Joshua Cherry-Seto joined StartUp Health in 2022, responsible for all financial and operating functions. Before StartUp Health, Josh served as Managing Director, CFO & CCO at Blue Wolf Capital Partners for nine years, supporting the firm's growth… 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

Jacob Comer

General Counsel and CCO, NovaQuest Capital

Jacob Comer is a Partner and the General Counsel and Chief Compliance Officer of NovaQuest Capital Management, a private investment firm focused on investments in the biopharmaceutical and life sciences sectors. He has 19 years of legal and regulator… Read full bio

Lisa Costello

CFO, HCI Equity Partners

Lisa Costello servers as the Chief Financial Officer and Chief Compliance Officer of HCI Equity Partners. Lisa is an integral member of the management team, having spent over 17 years at the firm. Her responsibilities include investor reporting, over… Read full bio

Steven DeCillis II

Partner & Chief Financial Officer, AEA Investors LP

Mr. DeCillis joined AEA as a Partner and Chief Financial Officer in 2011. He oversees finance and administration, human resources, information technology and investor relations. Before joining AEA, Mr. DeCillis spent over ten years at Ripplewood Hold… Read full bio

Heidi Deiner

National Executive Director, Private Equity CFO Association

Bio coming soon...

Dominic Elias

Chief Client Advisory Officer, EWM Global

Dominic is the Chief Client Advisory Officer at EWM Global. In this role, he leads the advisory aspects of EWM Global’s business and is responsible for implementing key client strategies to create long-term partnerships. Dominic collaborates with our… Read full bio

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

April E. Evans is Partner, Chief Financial Officer and Chief Compliance Officer of Monitor Clipper Partners, which has raised and managed $2 billion in private equity. Previously, Ms. Evans was Partner and CFO of Advanced Technology Ventures, a $1.5… Read full bio
Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

Eric Feldman joined global private equity firm The Riverside Company in 2011. He is responsible for all aspects of the firm’s global technology strategies including application development, project management, information security and an IT infrastru… Read full bio

Bethany Foullois

Chief Operating Officer & Chief Compliance Officer, LNK Partners

Bethany has been with LNK since its inception and has over 26 years of operational, marketing, and technology experience, 17 of which have been in private equity with LNK. Prior to LNK, Bethany was at Gartner, the world’s leading IT research and advi… Read full bio

Heather Fraser

Chief Financial Officer and Managing Director, TZP Group

Heather Fraser joined TZP Group in June 2022. Heather began her career at KPMG, LLP in the assurance practice. In 2000, Heather joined Swander Pace Capital (“SPC”). During her 20-year tenure, Heather transformed the operations of SPC, building all as… Read full bio

Brian Garfield, CFA, ASA

Managing Director, Lincoln International

Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to valu… Read full bio

James Gaven

General Counsel & Chief Compliance Officer, SK Capital Partners

Mr. Gaven joined SK Capital as General Counsel & Chief Compliance Officer in 2022. Prior to joining SK Capital, Mr. Gaven spent over 11 years as Senior Counsel & Chief Compliance Officer at Welsh, Carson, Anderson & Stowe. In addition to… Read full bio

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Jeffrey Gilbert is the Chief Operating Officer and General Counsel of Carnelian Energy Capital Management, L.P., where he oversees Carnelian’s administrative, compliance and legal functions. Mr. Gilbert focuses on fund and corporate matters and other… Read full bio

Darren Herz

Chief Financial Officer, Goldner Hawn

Darren Herz is the Chief Financial Officer of Goldner Hawn. He is actively involved in the firm’s activities including capital raising, finance, administration, information technology, compliance, investor relations, and working closely with portfoli… Read full bio

Kelly Hurley

CFO, Centre Partners Management

Ms. Hurley joined Centre Partners in 2020. Prior thereto, she was the Management Company Controller at American Securities LLC and the Chief Financial Officer of The Arlon Group, both private equity firms. Before that, Ms. Hurley spent 13 years at St… Read full bio

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Mr. Mardirossian is a member of Kohlberg’s Investment Committee, overseeing investor relations and the Firm’s financial, compliance and administrative functions. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a P… Read full bio

Mike Martinez

Chief Operating Officer & General Counsel, Pine Brook Partners

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

Jason Ment

Partner, President & Co-COO, StepStone Group

Mr. Ment is the President and Co-COO of StepStone Group where he focuses on operational and firm management activities. Prior to joining StepStone in 2010, Mr. Ment was general counsel of Citi Private Equity, a US$10 billion equity co-investment, mez… 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

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Ms. Norris co-founded New Heritage Capital in 2006 and serves as NHC’s Senior Partner, COO, and CCO. With over 20 years in the private equity industry, Ms. Norris has extensive experience on both the investment and operations side of the business. Sh… Read full bio

Evelyn C. Pellicone

CFO & Partner, Crestview Advisors, LLC

Evelyn Pellicone joined Crestview in March 2007 as chief financial officer and is a partner of the firm. She currently oversees the firm’s financial operations and financial reporting. Previously, Evelyn was CFO of Apax Partners U.S. Prior to Apax, E… 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, Mr. Pietras was a Vice President and the Controller at Lightyear Capital where he was responsible for all finance, accounting, and tax function… Read full bio

Omar Rahman

CFO, Access Holdings Management

Omar joined Access Holdings in 2017 as the firm’s Chief Financial Officer and Chief Compliance Officer. As a member of Access’s senior leadership team, Omar oversees and manages corporate and partnership financial management, tax, treasury, fund mana… Read full bio

Rama Ramachandran

Chief Technology Officer, Black Diamond Capital Management

Rama Ramachandran is the Chief Technology Officer at Black Diamond Capital Management, and has had a phenomenal career in leading, architecting and building large scale enterprise solutions for mission critical environments in the Hedge Fund industry… Read full bio

Giulianna Ruiz

Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

Giulianna K. Ruiz is a Partner and the General Counsel and Chief Compliance Officer of Trilantic Capital Management L.P. (“Trilantic North America”), a middle-market private equity firm focused on control and significant minority investments in North… Read full bio

Sanjay Sanghoee

CCO, CFO, and CCO, Delos Capital

Sanjay Sanghoee is COO, CFO and CCO of Delos Capital, a lower middle market private equity fund launched in 2013 and based in New York City. Mr. Sanghoee has more than 15 years of experience in investment banking and private equity. He is responsible… Read full bio

Dean Schaffer

Managing Director, Alter Domus

Dean joined Alter Domus in June 2021 and is a Managing Director. Based in New York, Dean has over 20 years of experience in the financial industry. He joined Alter Domus through its acquisition of Investors Economic Assurance (IEA), a global leader i… Read full bio

Maggie Schmitt

Chief Financial Officer, JMI Equity

Maggie leads JMI’s finance and accounting functions. Prior to joining JMI in 2009, Maggie worked in the audit practice of Deloitte. JMI Equity is a growth equity firm focused on investing in leading software companies. Founded in 1992, JMI has invest… Read full bio

Béla Schwartz

CFO, The Riverside Company

With more than 30 years in private equity, Béla Schwartz has been the Chief Financial Officer at Riverside since 1998. Mr. Schwartz holds an MBA in finance from the University of Michigan; a master’s in music from Northwestern University and bachelor… Read full bio

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Kevin is Insight Equity’s Chief Financial Officer. Kevin joined Insight Equity in 2007 and is responsible for the financial management and administration of Insight Equity and its funds. He serves as a resource for portfolio company CFOs with respect… 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

Allison Spector

Head of ESG, One Rock Capital Partners

Allison L. Spector is the Head of ESG of One Rock Capital Partners, LLC. Prior to joining One Rock, Ms. Spector was Director of Responsible Investing and Sustainability at Nuveen, where she focused on sustainability initiatives across Real Assets and… Read full bio

Lance Taylor

Partner and Chief Financial Officer, HGGC

Lance leads the Firm’s finance and accounting operations, provides leadership over the Firm’s human capital efforts and is involved in the day-to-day management of the Firm’s operations. Lance is a member of HGGC’s Management Committee and Valuation… Read full bio

Jeanette Turner

Managing Director, Global Regulatory & Compliance Solutions, SEI

Jeanette Turner is Managing Director of Global Regulatory and Compliance within SEI’s Investment Manager Services division. Jeanette is an attorney with more than 15 years of experience working with the financial services industry. For 10 years, Jean… Read full bio

Adam Weinstein

Managing Director, COO, CFO, New Mountain Capital

Adam Weinstein, Managing Director, joined New Mountain in 2005. He serves as the Head of Firm Operations and Chief Financial Officer and helps to oversee and manage the Firm overall with the Founder/CEO. On a day to day basis, he helps to drive strat… Read full bio

Clay Willingham

Executive Director, Commercial Strategy, Valuation Solutions, IHS Markit

Clay Willingham is Head of Commercial Strategy for Valuation Services within IHS Markit’s Private Markets business segment. Mr. Willingham is responsible for setting strategic direction for IHS Markit’s Qval Software offering and related private asse… Read full bio

Connect with a community of CFOs, COOs and senior finance executives

The CFOs and COOs 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@peimedia.com.

2023 Sponsors

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 also have reserved a room block at the hotel for all attendees with a discounted rate. To reserve your room at the hotel please use the link below.

*Please note the group rate is only available on or before December 28.

Book a room

Where successful CFOs connect

The Private Funds CFO Network is a year-round program for CFOs and their teams to share best practice, gain fresh insight, and build strong industry connections.

The regular content and networking keeps CFOs ahead of industry-wide issues and provides actions that make a tangible impact at private market firms.

To celebrate the 20th anniversary of the Private Funds CFO New York Forum, all attendees will receive a complimentary one-year subscription to the Private Funds CFO Network to help you stay connected to the CFOs you meet across the year


Insight

Stay ahead of industry-wide issues with monthly webinars and virtual think tanks covering the most pressing subjects that CFOs face today (CPE credits available).

Connection

Find and connect with like-minded professionals facing similar challenges at our events and through our private network platform only available to members.

Events

Join us in person and listen to the industry’s best keynote speakers, engage in working groups, think tanks, and much more. Members receive reduced price offers to our in person events.

Our network by role

41%
CFOs
14%
Director
13%
Senior VP/VP
17%
Other

Our network by AUM

45%
$0-1 billion
28%
$1-5 billion
8%
$5-10 billion
19%
$10 billion+

Stay connected throughout the year

Members of the network can connect across the year to stay abreast of the latest trends and strategies. A subscription to the CFO Network gives you discounts on events and year-round access to online events and think tanks.

Industry-leading events


June 7
Rotate through a series of interactive discussions and get the answers to your most pressing questions.


September 20 -21
Meet the West Coast CFO Network community this September.


November 2023
Join the CFO Network in London for two days of interactive sessions and engaging networking.

Online events and think tanks


MNPI & related risks
Tuesday, February 21, 2023
12 pm-1 pm EST


How to structure, align and organize your compliance with your technology
Tuesday, March 21, 2023
12 pm-1 pm EST


Mental health at work
Tuesday, April 18, 2023
12 pm-1 pm EST


ESG from a compliance perspective
Tuesday, May 16, 2023
12 pm-1 pm EST


Fund administration: Transitioning to outsourcing
Tuesday, June 20, 2023
12 pm-1 pm EST


Fund administration: Managing your fund administrator
Tuesday, July 18, 2023
12 pm-1 pm EST


How to prepare yourself for a cybersecurity attack
Tuesday, August 15, 2023
12 pm-1 pm EST


Diversity & Inclusion
Tuesday, September 19, 2023
12 pm-1 pm EST


Compensation and carried interest models
Tuesday, October 17, 2023
12 pm-1 pm EST


Expert-level user & technology provider session
Tuesday, November 21, 2023
12 pm-1 pm EST


Optimizing relationships with your bank
Tuesday, December 19, 2023
12 pm-1 pm EST

*Think tanks dates and topics are subject to change

For more information about the Private Funds CFO Network program, contact Anna Dorokhin at anna.d@peimedia.com.