Reimagined for a new era of CFO leadership

The role of the CFO has been redefined from back-office steward to front-line strategist.

To help your firm stay ahead, the 2026 Forum has been redesigned from the ground up to deliver what matters most: real clarity, deeper connections, and practical tools

Be part of a community that’s setting the new standard for senior finance executives.

 

Join now


 

“There’s a real premium in gathering together, and I commend PEI for thoughtfully creating opportunities for CFOs and COOs to engage with one another.”- Joshua Cherry-Seto, Managing Director, CFO & CCO, Velocity Capital Advisors

2025 keynotes:

Michael S. Chae

Vice Chairman & CFO

Vik Sawhney

CAO

Blackstone

Drawing from their extensive experience leading one of the world’s largest and most influential investment firms, Michael and Vik will share their perspectives on navigating financial complexities, adapting to regulatory changes, and leveraging strategic opportunities in a rapidly evolving environment. Attendees will gain valuable insights into the key challenges and emerging trends shaping the financial industry, equipping them with the knowledge to steer their organizations with confidence and foresight.

Catherine Addona-Peña

CRO & SVP

Nasdaq

This in-depth keynote fireside chat will explore the increasingly omnipresent role of risk management in today’s operating environment – you’ll walk away with a deeper understanding of key risk considerations when operationalizing and integrating artificial intelligence platforms, a view into the emerging risks and challenges facing operators in 2025, and how to continually promote a proactive culture of risk management across your organization.

Featured speakers:

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View all speakers

Attendees include:

Audax Group
Blackstone
British Columbia Investment
Carr’s Hill Partners
Casdin Capital
Cross Rapids Capital
Enlightened Hospitality Investments
Greenbelt Capital Partners
HarbourVest Partners
IPI Partners
Kirkland & Ellis
Latticework Capital Management
Level Equity
Manna Tree Partners
Maverick Capital
Merit Energy Company
RCP Advisors
RET Ventures
Siguler Guff & Co
Two Sigma

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.

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

2025 Agenda

Download the 2025 agenda to see the timely and relevant topics covered at the New York Forum.

If you are interested in a speaking role please contact Kellie Green at kellie.g@pei.group.

All times are listed in Eastern Time (ET)

2025 Speakers

Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.

Tracey Abbott

CEO, T. Abbott Enterprises

Catherine Addona Pena

Senior Vice President, Chief Risk Officer, Nasdaq

Ore Adegbotolu

Head of Commercial, U.S., Aztec Group

Carly Altieri

Principal, Victory Park Capital

William Andreoni

Partner, Asset Management Financial Consulting Leader, RSM

Dan Baginski

Chief Financial Officer and Chief Compliance Officer, Citation Capital.

Jennifer Banzaca

Senior Reporter, Private Funds CFO

Noah Becker

Chief Financial Officer, LLR Partners

Graham Bippart

Senior Editor, Capital Markets and Compliance, PEI Group

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Kevin Blake

Chief Executive Officer, TechMD

Jeff Bohl

Chief Operating Officer, Ontra

Matthew Breitfelder

Partner, Global Head of Human Capital, Apollo

Justin Brimfield

Managing Director, Head of ICD Marketing and Partnerships, ICD, a Tradeweb business

Steve Bullock

VP of Financial Services, Kyriba

John Cannaverde

Fund Controller, Portfolio Advisors

Sheenam Chadha

Chief Financial Officer, Sandbrook Capital

Michael S. Chae

Vice Chairman & CFO, Blackstone

Norm Champ

Former Director of the Division of Investment Management, U.S. Securities and Exchange Commission

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Karishma Chaudhary

CFO, X10 Capital Management

Ommer Chohan

Chief Financial Officer, Atlas Venture

Joshua Cherry-Seto

Partner & CFO, StartUp Health

Dina Colombo

CFO/COO, GreyLion Capital

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Travis DeForge

Director of Cybersecurity Engineering, Abacus Group

Melissa Dickerson

Managing Director, Operations & CFO, Genstar Capital

Eric Dirst

President, DeKonsultere

Lisa Dobrinsky

Lead Compensation and HR Business Partner, Two Sigma Private Investments

Dominic Elias

Chief Advisory Services Officer, EWM Global

Chalene Ellis

Sr. Executive Director, Head of Fund Services - North America, CSC Global

Cesar Estrada

Private Markets Segment Head, Arcesium

Simon Eyre

Chief Information Security Officer, Drawbridge

Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

Deborah Fields

Partner, Washington National Tax, KPMG US

Bethany Foullois

Partner & COO, Tavo

Jon Franke

Partner, Rubicon Technology Partners

Fang Fang Fu

Chief Financial Officer, Turnspire Capital Partners

Jeffrey Gilbert

Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

Joshua Gilbert

CFO Outsource Consultant

Michaele Gobel

CFO, Equilibrium Capital

Katherine Gomer

COO & Managing Director, Maverick Ventures

Dan Gorlick

Head of Product, iLEVEL, S&P Global Market Intelligence

Brian Hanify

Chief Revenue Officer, TechMD

Omar Hassan

Partner & Chief Financial Officer, Cloverlay

Maryna Higgins

Director of Finance, Quona

Sadik Jakupaj

Partner & COO, Morgan Stanley

Michael Janiszewski

Chief Operating Officer, Alter Domus

Jason Kaslow

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

Aileen Keaney

Chief Financial Officer, Ethos Capital

Peter Keenan

VP of Finance, 645 Ventures

LeAnn Kilarski

Chief Operating Officer, Entrepreneurial Equity Partners

Sandi Kim-Suk

Formerly CFO & CAO of Engine No 1

Jesse Knapel

CFO & CCO, Prelude Growth Partners

Arthy Kumar

Industry Principal, Workiva

Denis Laloy

Chief Financial Officer, Factorial Funds

Jill Lampert

Chief Financial & Administrative Officer, NPG Energy Capital Management

Paul Landi

Senior Solution Consultant, FIS Capital Market

Chaim Langer

Chief Operating Officer, Vintage Funds, Goldman Sachs Asset Management

Mona Laungani

Managing Director & Chief Financial Officer, J.C. Flowers

Eric Lazear

Deputy COO, Head of Operational Risk Due Diligence, Titan Advisors

Chase LeBlanc

Director, Head of Sales, Cobalt GP Portfolio Monitoring, FactSet

Michael Lebowitz

Head of Investments Compensation, Manulife Investment Management

Danilsa Lopez

Partner, Audit Services, Grant Thornton

Vijay Maharaj

CFO, CCO, FalconPoint Capital Partners

Alice Mann

Founder and President, Mann Partners

Shant Mardirossian

Partner & Chief Operating Officer, Kohlberg & Company, LLC

Gary Marshall

Director of Technology, Paine Schwartz Partners

Jennifer Martin

CFO & General Partner, WCAS

Carrie McIntyre

Partner & Chief Executive Officer, VIRIDIS Fund Solutions

Karen McMonagle

Chief Financial Officer, Corsair Capital

Steve Mlynar

Chief Financial Officer, Stonepeak

Melissa Mounce

PE Insider, Advisor & Board Director, Right Arm Advisors

Patty Nykodym

Chief Financial Officer & Chief Compliance Officer, FFL Partners

Michael Patanella

National Managing Principal, Asset Management Industry, Grant Thornton

Evelyn Pellicone

Chief Financial Officer, Crestview Partners

Brad Pietras

Partner, CFO, Head of Operations, 154 Partners

Tracy Pizzi

Partner, Yellow Wood Partners

Sunil Rao

COO and CFO, Plum Alley Ventures Company

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

Peter Rosenstein

Chief Product Officer, Digital Solutions, GEN II

Sarah G. Roth

CEO, Argosy Capital

Vik Sawhney

Chief Administrative Officer, Blackstone

Béla Schwartz

CFO, The Riverside Company

Vishal Shah

Head of Product, Senior Director, TresVista

Judd Sher

Partner & CFO, Hellman & Friedman 

Aaron Simkovich

Managing Director & Chief Financial Officer, Maranon Capital

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

John Stecher

Chief Technology Officer, Blackstone

Ruchir Swarup

Partner, Chief Information Officer, KKR

Chris Tamms

Network Director, Peer-to-Peer Memberships, PEI Group

Sarah Tomolonius

Partner, Head of Investor Relations, M13

Katie Twomey

Senior Vice President of Finance & Operations, Illumen Capital

Ray Updyke

VP, Operations and Finance, Alpaca VC

Sara Verkest

Managing Director Global Head of Tax, KKR

Henry Ward

CEO & Co-Founder, Carta

Joel Wattenbarger

Partner, Ropes & Gray LLP

Matt Whelan

Partner and Chief Financial Officer, Patient Square Capital

Irene Willard

Chief Financial Officer & Chief Compliance Officer, Dunes Point Capital

Mike Witkowski

CFO & Partner, Primary Venture Partners

Christopher Wolf

Chief Financial Officer, MPM BioImpact

Kyle Wool

Chief Financial Officer, Energy Impact Partners

Caroline Young

Founder, Craftsbury Consulting

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.

2025 Sponsors


Convene Brookfield Place

225 Liberty St, New York, NY 10019

Here is a list of hotel accommodations for easy access to the event.

Book a room

Where CFOs, COOs and CCOs connect, learn and grow

Value that extends beyond the event

Expand your network, build lasting relationships and discuss opportunities that will help take your firm to the next level with the Private Funds CFO Network.

The Network’s dedicated membership team will ensure your experience at the New York Forum is first class with personalized introductions, timely roundtable discussions and much more.

Unlock your firm’s potential at the Forum and beyond when you join the Private Funds CFO Network.

Expand your private funds Network

Connect with a carefully curated network of private equity CFOs, COOs, and other top leaders during events year-round.

CFOs-focused professional development

Network events are specifically crafted for executive leadership, with many CPE credits available.

Stay up-to-date on industry strategies

The industry’s top CFOs gather to share their solutions to the most pressing issues at Network events. Don’t miss out on optimizing your firm.

Discover the top CFO Network

Connect with a carefully curated network of top CFOs, COOs, CCOs and other private equity decision-makers from leading firms.
17Capital
22C Capital
3 Boomerang Capital
645 Ventures
Abacus Group
Access Holdings Management
Advent International
AE Industrial
AEA Investors
AIMPERA Capital Partners
AION Partners
Akin Gump
Altriarch Capital Management
American Family Ventures
Argosy Capital
Ariel Alternatives
Ariel Investments
Arlington Capital Partners
Arsenal Capital Partners
Asia Alternatives Management

The Network’s dedicated membership team will ensure your experience at the New York Forum is first class with personalized introductions and timely roundtable discussions.


Connect with top CFOs, COOs, CCOs, build lasting relationships and discuss opportunities that will help take your firm to the next level.


Stay up-to-date on the latest private market trends, compliance changes and industry-leading operational and finance strategies.

 


Unlock your firm’s potential for scalable growth and stay prepared for the future at the Forum and beyond with the Private Funds CFO Network.

 

 

 

 

Better connections with the Private Funds CFO Network

Purchase a 12 month membership to attend this Forum, and enjoy exclusive access to:

  • Our network directory of top CFOs, COOs and other private equity leaders
  • Preferential rates to attend other Network events in London, New York, San Jose and Chicago
  • Invite-only peer groups, monthly virtual meetings and knowledge hubs for deeper insights
  • and so much more…

Our Network makes decisions that shape markets

The Private Funds CFO Network is a trusted community of private equity CFOs, CCOs and COOs, with a wide range of resources, thought leadership and more. The Network provides members with essential information on market trends, compliance topics, regulatory insights, useful tools, online and in-person events and a comprehensive resource library. Members have access to behind-the-scenes, closed-door conversations among a community of peers who share their knowledge and expertise within our trusted Network.


Stay connected with the top CFO community

Kevin Gasque

Partner, COO, CFO and CCO, Greycroft

It is great to not only have quality networking opportunities but also valuable content. I believe The Network is the best available resource for those in roles…

Read full testimonial

Michaele Gobel

Chief Financial Officer, Equilibrium

The Network provides rich, deep content and events alongside a unique personal touch from the PEI team. I feel more engaged than ever and the Network creates no…

Read full testimonial

2025 Advisory Board

Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.

Jason Currier

Partner & Chief Financial Officer, BayPine

Kelly Hurley

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

Aileen Keaney

Chief Financial Officer, Ethos Capital

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

Peter Tang

Chief Financial Officer and Managing Director, Butterfly Equity

Thanks for your interest

Thank you for your interest in the Private Funds CFO Network New York Forum.
Your requested resource will be sent to the email address you provided.
Explore our event website to learn more about the 23rd annual forum, and be sure to secure your place when you’re ready.
We hope to see you in New York City in February.