Private Funds CFO New York | Industry leading content and networking

Tracey Abbott

CEO, T. Abbott Enterprises

Catherine Addona Pena

Senior Vice President, Chief Risk Officer, Nasdaq

Catherine Addona-Peña serves as Senior Vice President, Chief Risk Officer at Nasdaq. With more than 25 years of leadership experience in audit, risk management, and technology transformation, Catherine leads Nasdaq’s Group Risk Management teams, including Enterprise Risk Management, Digital Assets Risk and Compliance, and Financial Risk Management, and is responsible for improving risk awareness and effectively managing the company’s risks.

Catherine joined Nasdaq from Goldman Sachs, where she held several senior management positions during her 18-year tenure. Most recently, Catherine was Chief Digital Transformation Officer and Managing Director for Engineering and served as a member of the company’s Engineering Risk Committee. Prior to joining Goldman Sachs, Catherine served as an international consultant and IT Program Manager in the pharmaceuticals industry.

She holds a bachelor’s degree in English from Marymount College of Fordham University and a master’s degree in International Affairs with a concentration in finance and development from Columbia University.

Nasdaq is a global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators as they navigate and interact with the global capital markets and the broader financial system. We aspire to deliver world-leading platforms that improve the liquidity, transparency, and integrity of the global economy. Our diverse offering of data, analytics, software, exchange capabilities, and client-centric services enables clients to optimize and execute their business vision with confidence.

Ore Adegbotolu

Head of Commercial, U.S., Aztec Group

Ore Adegbotolu is Aztec Group’s Head of Commercial, U.S., and is responsible for leading and delivering our exciting growth ambitions in the world’s largest market in the alternatives’ industry.

Prior to joining Aztec, Ore had a decorated career spanning 13 years in the banking industry as a senior corporate & investment banker. During this time, he led cross-border relationship and sales teams, covering large cap multinational corporates and private equity firms headquartered in Europe and the United States, delivering corporate finance and transactional banking solutions on a multi-jurisdictional basis.

In his new role, Ore assumes responsibility for the creation and execution of the Aztec U.S. strategy and Go-To Market plan. Together with the rest of the Aztec U.S. leadership team, Ore will focus on the build-out of our U.S. proposition, to deliver fund services to clients operating within the Private Equity, Real Estate, Infrastructure, Credit and Venture Capital segments.

Based in New York, Ore will also be responsible for driving strategic growth initiatives; working with stakeholders in the industry to explore transformation opportunities. He will also provide strategic coverage to our U.S. based clients.

Carly Altieri

Principal, Victory Park Capital

Carly Altieri joined VPC in 2018 and is a Principal. She oversees the fund accounting team in the execution of accounting, finance, tax, audit, reporting and treasury related activities for the VPC funds. Previously, Ms. Altieri was a vice president in Financial Control for Northern Trust Hedge Fund Services, where she was responsible for the fund accounting team supporting hedge fund clients. Prior to Northern Trust, she was an officer at JPMorgan Chase, where she worked in Private Equity and Real Estate Services. Ms. Altieri started her career in audit at KPMG LLP, specializing in the financial services industry. Ms. Altieri received a B.S. in accountancy and finance from Marquette University. She is a Certified Public Accountant (inactive).

Victory Park Capital Advisors, LLC (“VPC” or the “Firm”) is a global alternative asset manager that specializes in private asset-backed credit. In addition, the Firm offers comprehensive structured financing and capital markets solutions through its affiliate platform, Triumph Capital Markets. The Firm was founded in 2007 and is headquartered in Chicago. In 2024, VPC became a majority-owned affiliate of Janus Henderson Group. The Firm leverages the broader resources of Janus Henderson’s 2,000+ employees across offices in 24 cities worldwide. VPC is a Registered Investment Advisor with the SEC.

William Andreoni

Partner, Asset Management Financial Consulting Leader, RSM

William Andreoni serves as the national asset management leader for the consulting practice at RSM US LLP and the national co-leader for the fund administration practice (RSM Fund Services+). In these roles, he develops and executes services in the private equity, venture capital and real estate markets, with a focus on bringing both holistic and integrated solutions to clients.

In a world of change, experience matters. RSM is the leading assurance, tax and consulting services advisor to more than 2,800 private equity sponsors investing in the middle market. With 64,000 professionals across 120 countries, our team is committed to helping private equity sponsors, their funds and portfolio companies accelerate sustainable growth. We bring together leading technologies and innovative strategies to deliver purpose-built solutions that will solve your challenges for this generation and the next. From fund operations, through deal execution to portfolio value creation, we measure success by the success of our clients. For more information, visit rsmus.com, follow us on X or connect with us on LinkedIn.

Dan Baginski

Chief Financial Officer and Chief Compliance Officer, Citation Capital.

Dan Baginski is the Chief Financial Officer and Chief Compliance Officer at Citation Capital.

Prior to Citation, Dan was a Principal and Controller at TowerBrook Capital Partners. At TowerBrook, he was responsible for the financial operations of both buy-out and structured credit funds and a member of the firm’s Technology Committee. Dan played a leadership role in the financial operations, including the oversight of financial reporting, valuation, treasury, and compliance. During his 10 plus years at TowerBrook he was instrumental in the development of firm policies and procedures, the transition to an outsourced fund accounting model and the implementation of the ILPA’s reporting template. Prior to TowerBrook, Dan worked for Deloitte and Touch as a member of the Assurance Risk Services Team focusing on alternative investment vehicles.
Dan graduated magna cum laude from Saint Michael’s College with a Bachelor of Science in Accounting and Finance. He received a Masters in Accounting from the University of Connecticut. Dan is a certified public accountant in New York.
Dan sits on the board of The Reading League Connecticut, a not for profit focused on the advancement of the Science of Reading and ensuring all children receive equitable literacy instruction.

Citation is a next generation private equity firm specializing in control investments in founder and family-owned businesses across the Consumer, Services, and Industrial sectors in North America. Founded in 2023, the Firm is built on shared values and a relentless focus on performance, generating value through a hands-on, differentiated approach. Citation is headquartered in Dallas, TX with an office opening in Greenwich, CT

Jennifer Banzaca

Senior Reporter, Private Funds CFO

Jen Banzaca is the senior reporter of Private Funds CFO based in New York. She joined the publication in December 2021, covering back-office and operational issues for private funds. Prior to joining PFCFO, Jennifer covered legal, regulatory and compliance issues for hedge fund managers for 12 years.

Noah Becker

Chief Financial Officer, LLR Partners

Noah Becker has served as the Chief Financial Officer at LLR Partners since 2012. Previously he has held senior financial positions at early stage as well as established operating companies and started his career at Arthur Andersen.
At LLR Noah is responsible for financial reporting, information technology and is heavily involved in a number of other areas.

LLR Partners is a lower middle market private equity firm investing in technology and healthcare businesses. We collaborate with our portfolio companies to define high-impact growth initiatives, turn them into action and help create long-term value. Founded in 1999 and with more than $7 billion raised across seven funds, LLR is a flexible provider of equity capital for growth, recapitalization and buyouts.

Graham Bippart

Senior Editor, Capital Markets and Compliance, PEI Group

Graham Bippart is Senior Editor of PEI Group publications Buyouts and Private Funds CFO, and coordinates capital markets and regulation coverage across the group. He has been a financial journalist for 15 years, covering a wide range of sectors including securitization, bank capital, global regulation, sovereign restructurings, over-the-counter derivatives and more. Before PEI Group, he wrote for Euromoney magazine and affiliate titles in New York and London.

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 was responsible for fund accounting, performance reporting and system implementations. Prior to KSL, Mr. Bennett was a Controller at Pershing Square Capital Management in New York for five years. Mr. Bennett began his career in public accounting with PricewaterhouseCoopers before moving to Goldman Sachs where he worked for two years in their third-party fund administration group. Mr. Bennett holds a B.S. in Finance and M.S in Accountancy from Wake Forest University and is a Certified Public Accountant.

Revelstoke is a private equity firm formed by experienced investors who focus on building industry-leading companies in the healthcare and related health and wellness sectors. Revelstoke partners with entrepreneurs and management teams to execute on a disciplined organic and acquisition growth strategy as it strives to build exceptional companies. Revelstoke is based in Denver, Colorado and has approximately $5.2 billion of assets under management. Since the Firm’s inception in 2013, Revelstoke has completed 169 acquisitions, which include 26 platform companies and 143 add-on acquisitions.

Kevin Blake

Chief Executive Officer, TechMD

Kevin Blake is the President and CEO at TechMD, one of the nation’s largest managed service providers. TechMD is an award-winning IT services firm dedicated to delivering enterprise-level productivity, scalability, and cybersecurity readiness to small and mid-sized businesses across the country. Known for its focus on clarity, transparency, and care, TechMD sets itself apart as a trusted IT partner.

Under Kevin’s visionary leadership, TechMD has achieved remarkable growth year after year, driven by both organic expansion and strategic mergers and acquisitions. With a team of approximately 300 employees across seven locations, Kevin has successfully guided the company through nine acquisitions. He attributes TechMD’s success to its talented, community-focused team and a strong, values-driven culture, which he describes as the company’s “secret weapon.”

Jeff Bohl

Chief Operating Officer, Ontra

Jeff is the Chief Operating Officer of Ontra, and was previously Chief Financial Officer. Prior to Ontra, Jeff was a Managing Director at H.I.G. Capital in San Francisco. Earlier, Jeff worked in technology investment banking at J.P. Morgan (in San Francisco and London) and product management at Salesforce.com. Jeff holds an M.B.A. from Harvard Business School and undergraduate degrees in business and psychology from the University of Colorado. Outside of work, Jeff enjoys skiing, running, mountain biking, live music, photography, and spending time with his wife and two boys.

Ontra is the global leader in AI legal tech for private markets. Ontra's private markets technology platform streamlines and optimizes critical legal and compliance workflows across the full fund lifecycle. Ontra’s AI-powered solutions automate contracts, streamline obligation management, digitize entity management, and surface insights.

Matthew Breitfelder

Partner, Global Head of Human Capital, Apollo

Matt Breitfelder is Partner and Global Head of Human Capital at Apollo Global Management, a high-growth alternative asset management firm. He is a member of the firm’s management committee. In this role, Matt leads Apollo’s talent management, leadership development, diversity, equity and inclusion, learning, performance management, citizenship, compensation, benefits, and recruiting.
Before joining Apollo, Matt was Managing Director and Chief Talent Officer for BlackRock, where he also served as a member of the operating committee. Previously, he held talent and strategy roles at MasterCard, PwC, and CEB/Gartner.

Matt serves on the advisory board of the Aspen Institute’s Business and Society Program and was an early advisor on the creation of Aspen’s First Movers Social Innovation Fellowship Program. He is a Board Member of the Lumina Foundation, which is committed to expanding post-secondary educational opportunities for all Americans. He also serves as Chair of the AI, Analytics, and Future of Work advisory group at Georgetown University. He is the co-author of a bestselling Harvard Business Review article on the HR profession and more than 15 Harvard Business School leadership case studies. Matt has been named one of the top 25 CHRO’s globally by Stanford Business School and N2Growth.

Matt holds a bachelor’s degree in economics from the University of Southern California, a master’s degree from the London School of Economics, and a master’s of business administration from Harvard Business School.

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of March 31, 2022, Apollo had approximately $513 billion of assets under management. To learn more, please visit www.apollo.com

Justin Brimfield

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

Justin Brimfield is responsible for marketing and global partnerships for ICD, the corporate client channel of Tradeweb. As part of ICD’s executive team, he drives strategy and supports the firm’s go-to-market planning and execution as ICD expands into new functional and geographic markets.

Justin’s career spans over 20 years, having led growing technology companies servicing the treasury marketplace. Before joining ICD, Justin was Chief Marketing Officer and Head of Strategy at Reval, a leading Treasury and Risk Management solution provider. Prior to Reval, Justin was SVP of Thomson Financial’s Corporate Treasury Services division. Over the course of his career, Justin led and integrated multiple acquisitions, including Selkirk Technologies, FXpress and EcoFinance and successfully brought a number of market-leading solutions to market, such as Thomson ONE Treasury, Treasura and Reval’s Treasury & Risk Management solution.

ICD Portal is one of the largest money market fund portals in the world, helping private equity and alternative asset managers optimize liquidity through unbiased access to the market. As an agnostic technology platform, ICD Portal offers access to more than 500 short term investment products – both
domestic and offshore – from more than 40 investment providers, globally. ICD Portal’s broad selection of investment products and award-winning workflow for research, trading, exposure analytics and reporting bring all aspects of investment management into one integrated platform. Private equity firms and alternative asset managers gain total visibility and control over cash and investments, maintaining a consistent, streamlined liquidity management process. ICD Portal clients are supported by ICD’s renowned, high-touch service organization comprising licensed traders and experienced relationship managers. ICD Portal’s Global Trade Desk is readily available each business day across nine time zones to assist clients with their specific business needs.

ICD Portal benefits at a glance
• No cost to use ICD Portal
• No cost from ICD to integrate with treasury management systems and other technologies
• Broad selection of domestic and offshore institutional funds
• Aggregated holdings in one place to monitor risk
• Visibility into underlying fund holdings
• Fully disclosed counterparty reporting
• Access to traders 18 hours each business day across nine time zones

Steve Bullock

VP of Financial Services, Kyriba

Steve is currently VP, Financial Services at Kyriba. He has in excess of 35 years in treasury and finance, and has experience of working in both European and North American geographies.

Steve's background in finance, focused on liquidity management and risk management, equips him to guide and support customers as they seek to ensure adequate control and compliance in and around their enterprise liquidity management.

Kyriba empowers CFOs, Treasurers and their IT counterparts to transform liquidity as a dynamic, real-time vehicle for growth. With a secure, scalable SaaS platform that leverages artificial intelligence, Kyriba automates payments workflows, and enables thousands of multinational corporations and banks to maximize growth, protect against loss from fraud and financial risk and reduce operational costs.

For more than 2,500 clients worldwide, including 25% of Fortune 500 and Euro Stoxx 50 companies, Kyriba manages more than 1.3 billion bank transactions per year, and 250 million payments for a total value of $15 Trillion annually. Kyriba is headquartered in San Diego, with offices globally. For more information, visit www.kyriba.com.

John Cannaverde

Fund Controller, Portfolio Advisors

John is a Fund Controller at Portfolio Advisors (PA). He is responsible for managing the firm’s funds financial reporting, valuations, tax, and support for strategic initiatives. Prior to joining PA, he was a Fund Operations Manager for Aberdeen Standard Investments, where he was responsible for the accounting and operations of the firm’s private markets funds. John started his career at Deloitte & Touche where he specialized in audits of the financial services industry. John holds an MBA from Salve Regina University.

Sheenam Chadha

Chief Financial Officer, Sandbrook Capital

Sheenam Chadha is Chief Financial Officer at Sandbrook Capital. Sheenam is a member of the Valuation Committee and Allocation Committee.

Prior to joining Sandbrook, Sheenam was a Controller at Apollo Global Management, responsible for the finance and operations of the Infrastructure platform consisting of multiple funds and co-invest vehicles.
Previously, Sheenam was a Director in the Global Fund Accounting team at The Blackstone Group and a Manager at Pricewaterhouse Coopers, LLP in the Asset Management practice.

Sheenam graduated from New York University – Stern School of Business with a Bachelor of Science in CPA Accounting and Finance. Sheenam is a Certified Public Accountant in New York.

Sheenam is currently a member of the Executive Board of Behind the Book.

Michael S. Chae

Vice Chairman & CFO, Blackstone

Michael S. Chae is the Chief Financial Officer of Blackstone. He is a member of the firm’s Management Committee and investment committees across most of the firm’s businesses. Since joining Blackstone in 1997, Mr. Chae has served in a broad range of leadership roles including Head of International Private Equity, Head of Private Equity for Asia Pacific, and as a senior partner in the U.S. Private Equity business, where he led numerous Blackstone investments and served on the boards of many private and publicly traded portfolio companies.

Mr. Chae received an AB from Harvard College, an MPhil. in International Relations from Cambridge University, and a JD from Yale Law School. Mr. Chae serves on the boards of the Harvard Management Company, Robin Hood Foundation, St. Bernard’s School, and the Asia Society. He is a Trustee Emeritus and the former Board President of the Lawrenceville School. He is a member of the Council on Foreign Relations, and founded the Chae Initiative in Private Sector Leadership at Yale Law School.

Blackstone is the world’s largest alternative asset manager. We seek to deliver compelling returns for institutional and individual investors by strengthening the companies in which we invest. Our more than $1 trillion in assets under management include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram. 

Norm Champ

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

Norm Champ is a partner in the New York office of Kirkland & Ellis LLP, where he heads up the regulatory solutions practice in the Investment Funds Group. Previously, Norm was the director of the Division of Investment Management at the U.S. Securities and Exchange Commission (SEC). Prior to that he was the Deputy Director of the SEC’s Office of Compliance, Inspections and Examinations (OCIE) and the Associate Regional Director for Examinations in the SEC’s New York Regional Office. In these capacities he supervised SEC examinations of investment advisers and other market participants.
Norm counsels the most sophisticated private fund sponsors in the world on complying with the constantly changing regulatory environment in the United States and other countries. Private fund sponsors seek out Norm’s advice because he can bring to bear his perspective as a former regulator, a former partner of a private fund manager and now a law firm partner. Norm’s large and wide-ranging practice, including defending numerous SEC examinations, gives him unparalleled insight into the most pressing regulatory issues in the market.

Norm advises private fund sponsors in five main areas:
• Adviser Structuring — Counseling new sponsors and existing sponsors in structuring and registering investment advisers, including setting up compliance infrastructure.
• Fundraising — Assisting private fund sponsors in fundraising to make sure disclosure meets regulators’ expectations.
• Transactions — Private fund sponsors often consult Norm on deals to make sure that deal structures and related fees will withstand regulatory scrutiny.
• GP Strategic Matters — Assisting private fund sponsors with regulatory issues regarding minority stake sales, asset management mergers and acquisitions and secondary transactions.
• Government Interaction — Kirkland has represented private fund sponsors in numerous examinations and enforcement actions, including more than 175 SEC examinations since 2012. Norm and his team draw on this vast store of knowledge to help private fund sponsors avoid issues and navigate SEC examinations and investigations.

Norm’s most recent book, Mastering Money, a personal finance guide for all working Americans, is available on Amazon, www.Barnesandnoble.com and in stores. Norm has appeared on Fox Business News, CNBC, Newsmax, WABC Radio, Fox Nation, Jane King and other media to discuss economic and financial industry topics.
Norm’s first book, Going Public, about his experiences at the SEC is available at Amazon, www.Barnesandnoble.com and other online sellers. For more information on Norm’s books and speaking engagements, visit www.normchamp.com.

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Aaron Chan is Chief Financial Officer of Enlightened Hospitality Investments (EHI), a value-added strategic growth equity fund co-founded by Danny Meyer and affiliated with Union Square Hospitality Group. At EHI, Aaron leads the firm’s finance, compliance, and investor relations functions. Prior to joining EHI, Aaron was the interim Chief Financial Officer at Advent Global Opportunities, an affiliate of Advent International. At Advent, Aaron led the finance team of a global crossover fund that pursues a public and private equity investing strategy. Prior to Advent, he was Partner and Chief Financial Officer at Act II Capital, a global TMT sector focused long/short equity hedge fund based in New York City. At Act II, Aaron assumed broad leadership responsibilities for their flagship fund and helped launched their UCITS product and institutional managed accounts.
Aaron received his Bachelor of Accounting with Honors from Nanyang Technological University in Singapore and is a Certified Public Accountant.

Enlightened Hospitality Investments (EHI) is a strategic growth equity fund co-founded by Danny Meyer (founder and chairman of Shake Shack) and affiliated with Union Square Hospitality Group (USHG). EHI is focused on investing in high-growth, category-leading companies in scalable restaurant concepts, B2B/B2C hospitality technologies, CPG products, and consumer services. At EHI, we emphasize cultural alignment and strive to partner with diverse management teams committed to building inclusive company cultures. We firmly believe that a strong partnership built on shared values and visions is essential for long-term success.

Karishma Chaudhary

CFO, X10 Capital Management

As CFO of X10 Capital, Karishma oversees athlete finance, financial statements, cash management, investor relations and tax reporting requirements. Prior to joining X10 Capital, Karishma spent over 15 years at Big 4 public accounting firms, most recently as a Director of Transaction Services at PwC. She holds an MA in Accounting from Case Western University and a BA in Accounting & Information Technology from Staffordshire University.

Ommer Chohan

Chief Financial Officer, Atlas Venture

Ommer Chohan joined Atlas in 2015 and serves as the firm’s chief financial officer. He oversees the firm’s financial, legal, and operations functions.

Prior to joining Atlas, Ommer was CFO/COO at Summerhill Venture Partners. Ommer joined Summerhill in 2006 and was part of the original team that spun out the firm from Bell Canada. At Summerhill Ommer was responsible for the finance, IT, and administrative functions in addition to providing financial and legal support to the investment team.

Prior to Summerhill, Ommer was the VP-Finance at First Asset Management Inc. (acquired by Affiliated Managers Group), a holding company with equity interests in several leading Canadian asset management firms.

Ommer received his BA-Honours, Specialist in Management from the University of Toronto, his MBA from the Johnson School at Cornell University, and earned his CPA (Ontario) while at PwC.

Atlas Venture is an early-stage venture capital firm that creates and invests in biotechnology startup companies. Atlas began investing in the sector in 1990. The firm is headquartered in Cambridge, Massachusetts, and currently investing from its thirteenth fund.

Cherry Seto, Joshua, PFC, NY, 24, CROPPED

Joshua Cherry-Seto

Partner & CFO, StartUp Health

Josh Joined StartUp Health as Partner & CFO in September 2022, responsible for finance at the firm. StartUp Health is an early stage digital healthcare venture capital firm having made more than 500 investments since 2012. Previously, Josh served as Managing Director, CFO & CCO at Blue Wolf Capital Partners, a middle market PE shop, for nine years, supporting the firm's growth from about $100M of invested capital in 2013 to over $3B of AUMs by 2022. Previously, Josh worked for five years as a portfolio and finance manager at Grove International Partners, a global opportunistic private equity real estate fund manager. From 2001 to 2008, Josh held various positions within Citigroup, acting principally as a Vice President with responsibilities including financial planning and analysis, tax structuring, SEC registration, and systems implementation within various units including fixed income alternatives. Josh began his career holding several roles within the organized labor movement. Josh received a BS from the Cornell University School of Industrial and Labor Relations, a post-graduate certification in Executive IT Management from Columbia University, and a MBA from New York University’s Stern School of Business.

Dina Colombo

CFO/COO, GreyLion Capital

Prior to GreyLion, Ms. Colombo was Chief Financial Officer & Managing Director of CCMP Capital Advisors. Previously, she held a variety of responsibilities at JPMorgan Partners, including investor reporting, investment structuring, portfolio management, financial control and valuation. Ms. Colombo began her career with PricewaterhouseCoopers LLP where she worked in Consumer Markets & Real Estate Business Assurance practices. Ms. Colombo received a B.B.A. from Hofstra University in Accounting. Ms. Colombo is a co-founder and board member of Parents Against Vaping e-cigarettes, a not-for profit advocacy and education organization powered by parent volunteers to fight the youth vaping epidemic. She also serves on the Board of Directors of 1800-FLOWERS.COM.

GreyLion (formerly PWP Growth Equity) focuses on investing in high-growth businesses in the lower middle market. We seek to partner with existing owners and management teams across the industrial growth, services, technology, healthcare and consumer sectors to deliver capital in minority and control structures. GreyLion invests $25-$125 million of capital per investment, primarily within the United States. We currently manage private equity funds with aggregate commitments of over $1.7 billion.

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Jamison "Jamie" Davis is Chief Financial Officer at Bow River Capital. He has more than 20 years of finance and accounting experience. Prior to joining Bow River Capital, Jamie was Vice President of Financial Planning and Analysis at SFC Energy Partners, a Denver-based private equity firm investing in upstream oil and gas opportunities. Jamie is a CFA Charterholder and graduated with Highest Honors from the Business Honors Program at the University of Texas at Austin.

Founded in 2003, Bow River Capital is a private alternative asset management company based in Denver, Colorado with Software Growth Equity, Private Equity, and Real Estate platforms. The Bow River Capital platforms focus on the lower middle market across a geographic area referred to as Bow River Capital’s Rodeo Region®. Collectively, Bow River Capital has deployed capital into diverse industries, asset classes, and across the capital structure. For more information on Bow River, please visit www.bowrivercapital.com

Travis DeForge

Director of Cybersecurity Engineering, Abacus Group

Travis DeForge is the Director of Offensive Cybersecurity at Abacus Group, where he leads a world-class Red Team providing high-quality penetration testing, malicious adversary simulation, and cybersecurity strategy services. With extensive experience serving clients from small businesses to Fortune 500 enterprises, Travis has personally conducted hundreds of Red Teaming, Purple Teaming, and penetration testing engagements throughout his career.

Holding a Master's degree in Information Technology Management, Travis possesses numerous certifications in networking, project management, cybersecurity, and cloud computing. He is also an internationally published author on network penetration testing using open-source tools.

Prior to joining Abacus Group, Travis served as an Active Duty Military Intelligence Officer in the US Army. During his military tenure, he held several positions related to signals intelligence (SIGINT), open-source intelligence (OSINT), and electronic warfare (EW), primarily supporting large-scale intelligence operations in Europe.

Abacus Group is a leading provider of managed IT, multi-cloud, and cybersecurity services tailored for the global financial services industry. Leveraging our proven expertise and premium service, our secure, scalable, and integrated platform is specifically designed to address the unique needs of the financial services sector, specifically private markets, while adapting to the ever-evolving security and regulatory landscape.

Melissa Dickerson

Managing Director, Operations & CFO, Genstar Capital

Melissa Dickerson is the Chief Financial Officer and Managing Director of Operations at Genstar Capital. She has over 20 years of experience in middle-market private equity and has been instrumental in Genstar's growth since joining in 2004. Under her leadership, Genstar's assets under management grew from $200 million to $49 billion, with over 100 platform investments and a doubling of the workforce. Melissa has held key roles at Genstar, including Chief Compliance Officer.

She has received recognition for her contributions to the industry, with mentions in the Wall Street Journal, PitchBook, Bold Business, and Mergers & Acquisitions. Prior to Genstar, Melissa served as Controller at American Industrial Partners and worked at Deloitte as a Senior Accountant.

She is actively involved in industry advocacy, serving on the American Investment Council's Board of Directors.

Melissa holds a BA from Vassar College and an MBA from UC Berkeley.

Genstar Capital is a leading middle-market private equity firm, investing in high quality companies for over 30 years. Genstar currently has approximately $49 billion in assets under management and is focused on investing in financial services, software, industrials, and healthcare. Genstar partners with its management teams and network of strategic advisors to grow and transform its portfolio companies into industry-leading businesses. We operate as one team with a single office in the heart of San Francisco. Our vision is to help build lasting, impactful businesses that will continue to succeed well beyond our ownership.

Eric Dirst

President, DeKonsultere

Eric works with PE firms in roles such as fractional Operating Partner, CIO/CTO Advisor, and Technology Strategic Advisor. In these roles he focuses on portfolio company management of growth initiatives, scalability, cyber security, and operational efficiency.

Previously Eric was the President of Global Shared Operations at Adtalem Global Education (NYSE:ATGE), running a $480M revenue division. Eric has been CIO at a Fortune 500 and 1000 company, and he has been a CTO at a venture-funded startup. Eric has also worked in leadership roles at various management and consulting companies such as KPMG, BSG, and Covansys.

Eric currently serves on the Board of the Brent Sopel Dyslexia Foundation and previously on the Finance Committee for the Board of Carrington College. Eric has served on Advisory Boards for DocuSign, Hewlett-Packard, PeerSpot, and salesforce.com. Eric has a B.S. in both Operations Management and Computer Science from Northern Illinois University.

DeKonsultere (www.dekonsultere.com) works with Private Equity (PE) firms and lower to mid-market companies to leverage technology for scalability, digital automation, and operational efficiency, resulting in rapid growth organically and via successful acquisition integration. DeKonsultere offers a variety of services that include:
• Fractional IT Leadership roles
• Fractional Operating Partner roles
• Coaching/talent advisory services
• Strategy roadmap development
• Enterprise Architecture services
• Large program management oversight and governance
• Cyber security strategy, implementation and compliance initiatives
• Board of Director/Advisor roles
• COO/Operational efficiency improvement services
DeKonsultere clients include such PE firms as Align Capital Partners, JP Morgan PE, Huron Capital, and CORE Industrial Partners.

Lisa Dobrinsky

Lead Compensation and HR Business Partner, Two Sigma Private Investments

Lisa Dobrinsky currently serves as Lead Compensation and HR Business Partner for Two Sigma Private Investments. In this role, she designs and implements all compensation and carried interest plans for Two Sigma Private Investments (“TSPI”) and acts as lead HR Business Partner serving as a critical link between TSPI’s workforce and business model. Before TSPI, Lisa worked at I Squared Capital (“ISQ”), where she served as carried interest/compensation manager (2019 to 2021). In this role, she was a key leader in the development and administration of all carried interest and compensation programs. Prior to ISQ, she served as a financial reporting manager overseeing the carried interest and coinvestment programs at H.I.G. Capital (2017 to 2019). Before this, she served as vice president at Morgan Stanley (2014 to 2017), where she played an integral role in carried interest plan design and administration. Lisa is a certified public accountant (CPA) and holds an M.S. in Accounting (2008) and a B.Gen (2006) from Texas Tech University.

Two Sigma Private Investments is the private investment division of Two Sigma. Two Sigma is a financial sciences company that combines advanced technology and data science with rigorous human inquiry to solve the toughest challenges in finance. Two Sigma aims to generate alpha for its clients and deliver differentiated solutions in investment management, securities, private equity, real estate, venture capital, portfolio analytics, and insurance. Founded in 2001 by David Siegel and John Overdeck, Two Sigma employs over 2,000 curious minds, and is headquartered in New York with offices around the globe. For more information visit www.twosigma.com.

Dominic Elias

Chief Advisory Services Officer, EWM Global

Dominic is the Chief Advisory Services 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 clients to understand and address their ever-changing market needs and to help them optimize their incentive compensation plans and processes. He has extensive knowledge of Incentive and Retention Award plan design and administration, having been in leading HR and Compensation roles within the Financial Services sector for over 20 years.

EWM Global helps financial services firms retain and reward their greatest asset – their people. Our technology empowers the world’s largest financial services firms to administer their deferred cash, share, carried interest and co-investment plans through a secure, digital platform. Since 2001, we have partnered with our clients to mitigate the risks, bottlenecks and inefficiencies that plague complex compensation plan administration and reporting, seeing them through every phase of a plan’s life-cycle from inception to distribution.

Chalene Ellis

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

Chalene Ellis is Senior Executive Director and Head of Fund Services, North America for CSC. With more than 20 years of experience, she oversees our North America Private Equity Fund Administration and Compliance Operations.

Before joining CSC, Chalene worked for FD Fund Administration as the director of investor services and client onboarding. She started her career in alternatives at BNY Mellon as a vice president and manager in investor services, where she managed an array of investment products including hedge, registered, real estate, and private equity funds totaling more than $23 billion in assets under management.

She was a member of the management team for Citco Fund Services focusing primarily on private equity and real estate funds, where she oversaw all investor due diligence, onboarding, and service management activities.

Chalene received her Bachelor of Business Administration and Accounting from Temple University.

CSC® is the world’s leading provider of global business administration and compliance solutions, specializing in tailored outsourcing and co-sourcing solutions supporting the complex operations of alternative asset managers across jurisdictions and asset types. The trusted partner of choice for more than 70% of the PEI 300, we help our clients navigate operational and regulatory complexities for every phase of the fund lifecycle. As a market leader, we work with funds of all sizes, from start-ups to the largest fund managers in the world.

Founded in 1899, CSC prides itself on being privately held and professionally managed for 125 years. CSC has offices and capabilities in more than 140 jurisdictions across the globe. Driven by a fierce client spirit, we’re capable of doing business wherever our clients are—and we accomplish that by employing experts in every business we serve. We are the business behind business®.

For more information, visit cscglobal.com.

Cesar Estrada

Private Markets Segment Head, Arcesium

Cesar Estrada is the Private Markets Segment Head at Arcesium, a financial technology providing data-centric cloud-based solutions to alternative investment managers.

Previously Mr. Estrada was Senior Managing Director and Alternatives Segment Head for North America at State Street — a role where he oversaw the growth agenda for a business with approx. $1 trillion in assets under administration across private equity, private debt, real estate, infrastructure, and hedge funds.

Before State Street, Mr. Estrada was a Managing Director at J.P. Morgan, where he led the launch of the Private Equity & Real Estate Funds Services business. He also has held investment banking roles in New York, London, and Hong Kong within M&A, equity capital markets, and debt restructuring.

Earlier in his career, Mr. Estrada was instrumental in the planning, launch and high growth of Merkafon, an outsourced customer contact center start-up. He has a BS in Chemical Engineering from ITESM and an MBA from the Kellogg School of Management at Northwestern University.

Mr. Estrada serves as a member of the Kellogg Global Advisory Board and as the Membership Chair for the Kellogg Finance Network.

Arcesium delivers an advanced data, operations, and analytics platform used by some of the world's most sophisticated financial institutions, including hedge funds, banks, institutional asset managers, and private equity firms. We designed our elegant SaaS platform with industry-specific capabilities to harmonize massive amounts of disparate data and deliver unparalleled speed, accuracy, and decision-making capabilities. Our exceptionally consultative and collaborative approach coupled with deep domain expertise helps our clients achieve transformational business outcomes.

Arcesium launched with the mission to power the entire investment lifecycle. Building on a platform developed and tested by the D. E. Shaw group, we received additional equity backing from a second seed client, Blackstone Alternative Asset Management. J.P. Morgan, an early adopter of our technologies, later made a strategic investment in the company. Today, Arcesium services over $677 billion in global client AUM with a staff of over 1,950 software engineering, accounting, operations, and treasury professionals.

Simon Eyre

Chief Information Security Officer, Drawbridge

Simon Eyre is Chief Information Security Officer at Drawbridge. He is a leader and frequent public speaker on all aspects of Cybersecurity with a particular focus on the Alternative Investment Markets. Simon brings more than 20 years of deep expertise in Cybersecurity, Regulatory Governance, Technology Architecture, and Corporate Strategy to Drawbridge. Simon is responsible for the Cybersecurity program of Drawbridge, including the Governance, Compliance, and Certifications of the Business. His direction helps define the framework of Client cybersecurity products. He most recently served as Director of Information Security at Edge Technology Group UK and held multiple senior management roles internationally at Eze Castle Integration. Simon attended Rutgers and NJIT Universities in Electrical Engineering. He holds a CISSP certification.

Drawbridge

With a team of cybersecurity experts, financial services veterans, and collaborative service professionals, Drawbridge is a premier provider of cybersecurity software and solutions and a trusted partner to more than 1000 funds in the alternative investment industry and their portfolio companies, with more than $1.7 trillion in assets under management. We deliver the all-in-one platform the industry relies on to safeguard people, systems, and data while satisfying regulators and investors.

Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

Mark Feirman is a Partner and CFO of Cross Rapids. Prior to joining Cross Rapids in November 2020, Mr. Feirman was at KKR from 2008 to 2020, most recently as a Director. From 2017 to 2020, he led a newly formed Private Markets Operations team, focused on cross-functional efficiencies, specifically streamlining the investment closing process for deal teams, LP onboarding and client communications, as well as data and performance analysis with regards to the firm and portfolio companies. From 2008 to 2016, Mr. Feirman held roles of increasing responsibility as controller for the firm’s management company, responsible for all accounting and financial reporting for the Private Markets business, which included private equity, real assets, and other related strategies. Prior to joining KKR, Mr. Feirman worked at AEA Advisors, Overseas Shipholding Group, and VNU Expositions. Mr. Feirman began his career as an auditor at Ernst & Young LLP. Mr. Feirman, who holds his CPA license in the state of New York, graduated from Binghamton University, where he earned a B.S. in Accounting.

Cross Rapids Capital LP is an operations-centric value investment management firm, focused on control private equity investments in industrial and services companies. Cross Rapids seeks to acquire control of lower middle market industrial and services companies that are often overlooked and undervalued by other investors in order to transform and accelerate them and, in doing so, unlock value for our investors. The Founding Partners established the Firm in 2020 and have operated together as Cross Rapids for over three years.

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 a technology environment supporting 16 global offices. Eric was instrumental in creating Riverside’s Information Security Program which provides a risk-based approach for managing information security for Riverside’s 80+ companies.

Eric serves as an advisor to ACG’s Private Equity C-Suite Network (PECS) where he focuses on helping middle market private equity firms design their technology and security programs to meet both regulatory and fiduciary obligations. In addition, Eric has authored several security-focused articles and chapters focusing on cybersecurity and its impact on the M&A process. Eric is a frequent speaker at PEI and ACG events and has participated on numerous panels focusing on risks facing middle market private equity firms and their portfolio companies.

Eric previously served as the Director of MIS for the Office of the Mayor, City of New York, where he reduced costs, increased system stability, and developed an award-winning city-wide graffiti tracking and enforcement application that improved service delivery and reduced cross-agency inefficiencies.

Eric holds a degree in history from Eastern Illinois University.

Deborah Fields

Partner, Washington National Tax, KPMG US

Deborah is the Partner-in-Charge of the Passthroughs, Incentives, Credits and Methods groups for the KPMG Washington National Tax practice.

Debbie frequently advises many of the firm’s largest clients about tax planning for partnership transactions, debt restructurings, like-kind exchanges, and IRA credit partnerships. Her clients include family offices; private equity, hedge, and alternative investment funds; real estate funds; energy funds; pharma; corporate joint ventures; and other operating partnerships. She also handles matters involving the new partnership audit rules.

Debbie is heavily involved in training for KPMG tax professionals. She is on the firm’s L&D Advisory Committee which is responsible for organizing and delivering training to KPMG tax professionals. She is also a frequent instructor on a range of topics including the federal tax issues relevant to asset management. In addition to instructing at these seminars, she lectures at other venues on the subject of partnership tax matters.

Debbie joined KPMG in 1988. Prior to moving to the firm’s Washington National Tax practice in 1996, she worked in KPMG’s Washington DC office where she provided both audit and tax services to clients.
Debbie is a member of the American Institute of Certified Public Accountants and served as chair of its Partnership Taxation Technical Resource Panel. She is also a member of the Virginia Society of Certified Public Accountants. Debbie earned her BS/BA degree from Georgetown University.

The Passthroughs group is responsible for providing insight to KPMG professionals and clients regarding the federal taxation of partnerships, real estate investment trusts, and S corporations across all major industries. In addition, the Passthroughs group advises in specialty areas such as like-kind exchanges, oil and gas, leasing, and excise taxes. Client services include transaction structuring, the issuance of opinions, and requesting private letter rulings.

KPMG LLP is one of the world’s leading professional services firms providing audit, tax, and advisory services. With more than 273,000 professionals globally, we are serving clients in 143 countries.

The KPMG Asset Management practice is a core part of our financial services practice. These professionals provide advice and services to alternative investment, capital markets, building & real estate, and public investment organizations. In the U.S., we have 4,200+ audit, advisory, and tax professionals and approximately 550 partners and globally, across our member firms, nearly 11,000 professionals dedicated to this industry. KPMG serves a broad base of fund clients, including 3,000+ alternative investment clients in the US.

All are also part of a broader global network of member firms, including more than 35,000 partners and professionals who specialize in financial services. KPMG presence in the world’s prominent financial centers helps ensure our clients work with the right people and with the right knowledge for their situation. We combine our extensive experience, industry focus, and use of advanced technology to help businesses identify opportunities for the future.

Bethany Foullois

Partner & COO, Tavo

Bethany is a Partner & COO of TAVO, bringing 30 years of experience in finance and business operations to her role.
Bethany spent the first 10 years of her career in accelerators, incubators, and venture capital before serving as Chief Operating Officer and Chief Compliance Officer at LNK Partners, a retail and consumer private equity firm managing over $1.2 billion, where she played a pivotal role since its inception in 2005. LNK’s portfolio companies included several female-led and founder-driven businesses, such as Ariat, Beachbody, Life Time, and Dogfish Head. After LNK, she continued her leadership as COO and CCO at Coalesce Capital, which raised over $900 million, overseeing critical operational and compliance functions before transitioning to serve as a Senior Advisor.
In her earlier career, Bethany was Senior Director of Product Management & Marketing at Gartner, where she led key product initiatives, worked in M&A, and received the Values Recognition award for Accountability—one of five corporate awards granted globally, out of over 20,000 employees worldwide. She worked at Accordia, a venture-backed incubator that helped traditional retailers navigate e-commerce challenges, with clients including Dick's Sporting Goods and Ulta Beauty, where she ran product and business strategy. Before Aspelle, she worked in the New Markets venture capital group at Dresdner Kleinwort Wasserstein as a portfolio advisor. At Aspelle, a carve-out of DrKW, she served as Vice President of Marketing, executing successful company and product launches while managing the entire marketing and communications function across borders. At barnesandnoble.com, she developed consumer strategies and patented technologies to enhance the company’s competitive position against Amazon.
Bethany is a Senior Advisor to Fernweh Group, an investment and transformation firm spun out of McKinsey & Company. She is also a member of the Private Equity CFO Association (PECFOA), the PEI Private Funds CFO network, and ACG's Private Equity C-Suite. Additionally, she serves as a Senior Advisor to the non-profit Brightway Foundation and on the Board of Assumption School. A frequent speaker at private equity and women in finance events, she shares her expertise on topics of financing, operations, and compliance.
Bethany received a dual B.A. in Computer Science and Art and the History of Art from Amherst College, as well as a Certification in Technology and Applications from Columbia University in the Analysis and Design of Information Systems. Known for her strategic vision and operational expertise, she excels in fostering strong relationships with partners and stakeholders. Bethany lives in New Jersey with her husband, Kevin, her two tweens, Juliette and Logan, and their much-loved mutt, Jeter. When not collaborating with Katie and team, Bethany enjoys every minute she can spend with her family, and loves mindfulness, creativity, friends, fitness, and food.

Jon Franke

Partner, Rubicon Technology Partners

Jon is Rubicon’s chief financial officer and chief compliance officer. He orchestrates key behind-the-scenes operations, overseeing Rubicon’s finance and back office activities.

Before joining Rubicon, Jon was a tax partner in PwC’s asset and wealth management practice. During his 24 years at PwC, he served some of the largest and most complex private equity and venture capital firms in the world. He has become a trusted authority on structuring funds, investments and everything related to pooled investment vehicles and their owners.

Jon holds a master of science in Accounting-Taxation from the University of Colorado Boulder and a bachelor of arts in mathematics from Binghamton University. He is a CPA in Colorado and California.

Fang Fang Fu

Chief Financial Officer, Turnspire Capital Partners

Fang Fang joined Turnspire Capital in 2023 as Chief Financial Officer. Fang Fang has over 14 years of experience in the alternative investments space within private equity, real estate, hedge funds and fund of funds. Her experience spans across finance, accounting, treasury, compliance, investor relations, tax and audit.

Before joining Turnspire Capital, Fang Fang was a Vice President at ICONIQ Capital, where she managed open ended and closed ended real estate funds, SPV funds and General Partner entities in the Merchant Bank Finance department. Prior to ICONIQ, Fang Fang was a Fund Controller at Madison International Realty, where she oversaw the finance and accounting functions of various real estate private equity funds. Prior to that, she was a Fund Accountant at Anchorage Capital and supported private equity funds and hedge funds. She started her career at PricewaterhouseCoopers as an auditor in the Alternative Investments group. Fang Fang is also a Certified Public Accountant in the State of New York.

Fang Fang graduated from Binghamton University School of Management with a BS in accounting.

Turnspire Capital Partners is a private investment firm focused on acquiring high-quality businesses that have reached strategic, operational or financial inflection points and stand to benefit from our hands-on, operationally focused approach. We seek to create value by working with like-minded operating executives to drive sustainable improvements in controllable costs, margins and cash flow.

Jeffrey Gilbert

Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

Jeffrey Gilbert is the Chief Operating Officer and Chief Legal Officer of Carnelian Energy Capital Management, L.P., where he leads internal operations, including compliance, human resources, vendor selection, community relations and other strategic firm and legal matters, in addition to serving as a resource to Carnelian’s portfolio companies. Prior to joining Carnelian, Mr. Gilbert was an attorney in the Houston office of Bracewell LLP. Mr. Gilbert grew up in Houston, Texas, and received a Bachelor’s of Journalism with highest honors from The University of Texas at Austin and a J.D. with honors from The University of Texas School of Law.

Carnelian Energy Capital is a North American-focused investment firm with an established track record of value creation across the energy sector. With approximately $4 billion of cumulative capital commitments, Carnelian is dedicated to bringing its strategic expertise and nimble approach to partnerships with leading businesses and best-in-class management teams.

Joshua Gilbert

CFO Outsource Consultant

Josh is currently providing high quality CFO outsource consulting support services, which include fund support, management company services, portfolio management, compliance assistance, and other services as needed (such as fund modeling, fundraising assistance, transaction/operational support and others based on the needs of the advisor). In early November 2024, he transitioned from Freestyle Capital, where he was the CFO leading the firm’s financial/compliance/daily operations for all their venture funds and management company (he is still consulting with the firm).

His early career started at Anchin, a NYC based accounting firm in the alternative investment division specializing in audit, tax and fund administration then moving on to Schwartz & Co. as a senior manager, working in the financial service and outsource CFO division. At his time with Bedrock Capital for 2 years, he held the position of CFO, in which his responsibilities included oversight of portfolio company reporting and valuation, limited partner reporting and communications, compliance and all fund accounting/operations. Prior to joining Bedrock Capital, he was the CFO and CCO at Lerer Hippeau, a New York-based early stage venture capital firm.

Josh graduated from the University of Buffalo with a BA in Business Administration, where he studied Accounting. To learn more about Josh, please visit www.linkedin.com/in/joshua-gilbert-5b746329

Michaele Gobel

CFO, Equilibrium Capital

Michaele is the Chief Financial Officer at Equilibrium Capital. Her primary role is to support Equilibrium’s strategic initiatives, manage the Financial Operations group, and support Equilibrium’s fund portfolio teams. She is also an officer and staff participant in Equilibrium Fund’s Management and Investment committees; as well as the Chair of the Valuation Committee. During her 9 years at Equilibrium, she has built out and cultivated the Financial Operations team and related functions through periods of fast paced growth.

Michaele has over 20 years of accounting and finance experience and brings expertise from a variety of sectors.

Michaele holds a Bachelor of Science with a double major in Accounting and Information Systems from Portland State University; and a CPA-Inactive license. She is a Member of the American Institute of Certified Public Accountants and Oregon Society of CPAs.

Katherine Gomer

COO & Managing Director, Maverick Ventures

Ms. Gomer joined Maverick Ventures as Chief Operating Officer in 2022. Prior to Maverick, she was an attorney at Sidley Austin LLP specializing in private investments and M&A for fund sponsors and their portfolio companies. Spending nearly ten years in corporate practice, Ms. Gomer led a broad range of private financing transactions, growth equity investments, leveraged buyouts, carve-outs, joint ventures and leveraged recapitalizations. Ms. Gomer holds a J.D. from Harvard Law School and a B.A. from Rice University (summa cum laude).

Maverick Ventures is the venture arm of multi-billion dollar investment firm Maverick Capital. Combining the resources of a global firm with the benefits of an agile, focused team, Maverick Ventures supports entrepreneurs from seed through maturity. With over 30 years of early-stage investment experience, the Maverick Ventures team has funded more than 100 companies in the healthcare, software and deep technology sectors. Learn more about San Francisco-based Maverick Ventures at www.maverickventures.com.

Dan Gorlick

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

Dan Gorlick is Head of Product for iLEVEL, S&P Global Market Intelligence’s operating system for private markets. Dan’s responsibilities include leading the product strategy for the suite of software, data, and managed services offerings that provide asset allocators and managers with the deal sourcing, portfolio management, data management, valuation and reporting capabilities needed to power the private investment lifecycle.

Dan joined S&P Global from Google, where he was the Product Lead focused on scaling data-driven decision-making through bringing the time required to access data & analytic assets from GCP's exabyte-scale data platform from days to minutes across ~1000s of Monthly Active Googlers.

Prior to joining Google, Dan spent over a decade at BlackRock working across Client Management, Client Service, and Product Management roles focused on building and supporting the growth of the eFront & Aladdin platforms.

Dan received a degree in Economics from Rutgers University and is a CAIA Charterholder.

At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence.

Brian Hanify

Chief Revenue Officer, TechMD

Brian Hanify serves as the Chief Revenue Officer at TechMD, one of the nation’s largest managed service providers. With a focus on delivering innovative IT and cybersecurity solutions, Brian works closely with clients to ensure their technology aligns seamlessly with business objectives, driving measurable success. His leadership is instrumental in fostering strategic partnerships and expanding TechMD's presence as a trusted provider in the managed IT services industry.

Brian is a Massachusetts native and has been working the technology space, helping organizations align technology with their business goals, for over 15 years. Prior to that, Brian held leadership roles with Fidelity Capital and Saint-Gobain North America.

Omar Hassan

Partner & Chief Financial Officer, Cloverlay

Omar is a Partner, Chief Financial Officer and Chief Compliance Officer for Cloverlay. Omar is a capital markets professional with approximately 20 years of experience in asset management, structuring, business intelligence, treasury, risk management, business development, and strategic planning. Omar also provides operational advisory services to Cloverlay’s portfolio companies and investments.
Prior to joining Cloverlay, Omar spent over a decade at various asset management roles with Apollo Global Management, East Rock Capital and Tokum Capital working with institutional clients on product management and launches, financial reporting, investor relations, operations, data sciences and broad capital markets. Before working in asset management, Omar was an auditor at PricewaterhouseCoopers.
Omar holds a B.S. in Accounting with cum laude honors from Rutgers University and is a Certified Public Accountant.

Cloverlay is an independent asset manager specializing in Adjacent Private Markets – niche strategies overlooked by traditional private equity, private credit, and real asset programs. The firm’s investment approach focuses on unlocking the fundamental value of tangible and intangible assets in opaque and inefficient market segments, offering investors a unique entry point into untapped opportunities.

Maryna Higgins

Director of Finance, Quona

Maryna Higgins has been leading Quona’s finance department since 2016. As Director of Finance, Maryna brings over a decade of experience in mid- and back-office operations to her role and manages all aspects of Quona’s corporate finances and fund operations and reporting, working closely with the firm’s outside audit, tax, and legal advisors.

Prior to Quona, Maryna was a Fund Accountant with Small Enterprise Assistance Funds (SEAF), a global SME investment fund manager headquartered in Washington, D.C. She also tried her hand as an entrepreneur by founding Underground Greens, an indoor vertical hydroponic farm in Washington.

Maryna holds a Bachelor of Science in Finance from American University and is a Certified Public Accountant.

Sadik Jakupaj

Partner & COO, Morgan Stanley

Sadik is a Partner and the Chief Operating Officer for the Morgan Stanley Secondaries team. Prior to his current role, Sadik worked at Blackstone and Morgan Stanley Real Assets. With over eight years of real asset experience, Sadik began his career in assurance services at PwC focusing primarily on Alternative Investments. Sadik received a B.S. in accounting with a minor in finance from Fordham University.

Michael Janiszewski

Chief Operating Officer, Alter Domus

Michael has been Chief Operating Officer and member of the Group Executive Board since November 2023. He is based in New York. Mike is a proven executive leader with global industry, consulting, and investor experience.

Mike’s 20+ year track record spans strategy/corporate development, business development, client service, business transformation, operational excellence, digital innovation, new venture creation, private equity, and high-performance team development.

Prior to joining Alter Domus, Mike served as Chief Operating Officer for BNY Mellon’s Securities Services and Digital business where he was responsible for strategy, pricing, digital, business operations, and ensuring alignment with product development, sales, client management, and operations/technology partnerships.

Mike began his career as a founder of a company which operated in the nascent technology infrastructure and security industry.

He later transitioned to join one of the pioneer management consulting firms focused on solving problems at the intersection of strategy and technology. During this time, Mike led business, operations, and technology strategy development for clients who ranged from rapidly growing startups to mature industry leaders.

Mike later was a Partner at PricewaterhouseCoopers (PwC), co-leading the business strategy practice focused on the financial services industries.

After PwC, he served as Global Head of Investment and Distribution Services and Chief Digital Officer for a global, top 20 asset management firm where his organization received multiple industry awards for operations and technology innovation.

Mike is also experienced as a private equity investor focused on middle-market businesses within services, advertising, insurance, consumer & retail, food & beverage and software industries.
Mike graduated from Princeton University with a BA in Electrical Engineering and a Certificate in Applications of Computing. He also holds an MBA with Honors Beta Gamma Sigma from the University of Chicago Booth School of Business in Finance, Accounting, Strategy, and Entrepreneurship.

Driven by a deep understanding of what it takes to succeed in alternatives, Alter Domus is able to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide; mitigating risks, reducing costs, creating efficiencies, and ultimately driving growth.

Our fund, corporate and asset experts know first-hand the operational challenges customers face and how to overcome them. And when it comes to technology, whether we’re enabling operational efficiencies or using data and analytics to enhance decision-making, we turn what some see as facts, figures, or data points into competitive advantage for some of the biggest names in alternatives.
With 5,500 professionals across more than 39 offices in 23 jurisdictions, we’re exactly where you need us to be.

Jason Kaslow

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

Jason Kaslow is the CFO and CCO of Tiger Infrastructure Partners. Previously, Jason was the Controller and Director of Investor Relations at Zelnick Media Capital (ZMC). Prior to joining Zelnick Media Capital, Jason was a Senior Accountant at Citi Private Equity Services, CitiGroup’s private equity fund administration division. Jason holds a BS in Business Administration with an Accounting concentration from the Robert H. Smith School of Business at the University of Maryland.

Tiger Infrastructure Partners is an innovative private equity firm focused on providing transformational growth capital to middle market infrastructure companies. Tiger’s value-add approach targets growth investments across the Digital Infrastructure, Energy Transition and Transportation sectors in North America and Europe, where Tiger believes strong tailwinds are driving demand for new infrastructure. Tiger maintains offices in New York and London.

Aileen Keaney

Chief Financial Officer, Ethos Capital

Aileen is responsible for overseeing Ethos’ accounting, finance and operations activities. Prior to joining Ethos, Aileen was a Senior Vice President of Finance for Audax Group. During her 21-year tenure, she oversaw the growth of the finance support functions for the private equity and private debt funds. She also previously worked as a Finance Associate at Summit Partners and a Senior Accountant at Liberty Energy Corporation.

Ethos Capital is a values-driven investment firm that collaborates with its portfolio companies, providing them with resources and expertise in order to accelerate their growth. We invest in seasoned information service companies, with proven business models, that are ready for accelerated growth and enhanced performance through the application of new technologies and sector-focused operating experience.

Peter Keenan

VP of Finance, 645 Ventures

Pete Keenan is the Vice President of Finance at 645 Ventures, where he leads the firm’s portfolio reporting and strategic finance initiatives. In this role, he heads 645’s fund performance analysis, portfolio company finance support, and oversees capital market activities such as portfolio M&A & IPOs.

Prior to 645, Pete spent four years at Volition Capital, a Boston-based growth equity firm, where he focused on valuation analysis, fund administration, and investor reporting. He began his career at KPMG LLP within their Alternative Investments audit practice. Pete graduated from Fairfield University and holds an MS and a BS in Accounting from his alma mater. He is a Certified Public Accountant (CPA) in the Commonwealth of Massachusetts.

645 Ventures is an early-stage venture capital firm that partners with exceptional founders who are building iconic companies. We manage $550M AUM, primarily invest at the Seed and Series A stages, and leverage our Voyager software platform to enable our Success team and Connected Network to help founders scale to the growth stage. Select portfolio companies include Iterable, Goldbelly, Resident, Setpoint, Overtime, and Squire.

LeAnn Kilarski

Chief Operating Officer, Entrepreneurial Equity Partners

LeAnn Kilarski joined Entrepreneurial Equity Partners, a Chicago-based private equity firm focused on the food and consumer packaged goods industries, in 2024 and is the Chief Operating Officer. She is responsible for firm operations and the execution of strategic initiatives and oversees HR, IR, compliance, finance, accounting, tax, and fund operations. Previously, LeAnn spent 22 years at Wind Point Partners, a middle-market private equity firm based in Chicago. LeAnn was Chief Financial Officer, Chief Compliance Officer and Chief Operating Officer during her time at Wind Point. LeAnn started her career in public accounting and is a Certified Public Accountant. LeAnn earned a BA in Accounting from Michigan State University.

Sandi Kim-Suk

Formerly CFO & CAO of Engine No 1

Drawing on over 25 years of experience in banking, corporate finance, and private equity, Sandi has held various positions at investment firms including Norwest Equity Partners/Norwest Mezzanine Partners and L Catterton. Most recently, she served as the Chief Financial Officer and Chief Administrative Officer of Engine No. 1.

Sandi began her career as an investment banker in the Media/Telecom Group at Citi before moving to Citi’s Finance Division where she was responsible for capital management within the Treasury Group of Capital Markets and Banking. She holds a BA in Economics from Smith College and an MBA from Columbia Business School.

Jesse Knapel

CFO & CCO, Prelude Growth Partners

Prior to joining Prelude Growth Partners, Jesse was the Controller of MidOcean Partners where he oversaw the accounting and operations for MidOcean’s private equity funds, joint ventures and management company. Before MidOcean, Jesse worked in Operations for Man Group and in Advisory Services for Grant Thornton. Jesse received a Bachelor of Science in Accounting from Pennsylvania State University. Jesse is also a licensed CPA in New Jersey.

Arthy Kumar

Industry Principal, Workiva

Arthy Kumar is an Industry Principal at Workiva. She drives the go-to-market strategy, execution, and success of reporting and compliance solutions for banking, investment, and insurance companies. Arthy’s previous roles at Workiva include Director of Program Management for Investments and Subject Matter Expert. Before joining Workiva in 2012, Arthy spent 14 years at Vanguard and MetLife. Her experience includes financial planning, portfolio analysis, relationship management of large institutional clients, and people management. She is a CFP® (Certified Financial Planner) professional and a Chartered Financial Consultant (ChFC).

Workiva Inc. (NYSE: WK) is on a mission to power transparent reporting for a better world. We build and deliver the world's leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data, and ensuring consistency.

Denis Laloy

Chief Financial Officer, Factorial Funds

Jill Lampert

Chief Financial & Administrative Officer, NPG Energy Capital Management

Ms. Lampert joined NGP in 2007 and serves as Chief Financial & Administrative Officer of NGP. Since taking her current position, NGP has significantly grown its capital commitments. To support this growth, Ms. Lampert has built out the infrastructure to support the increased number of investors and entities and associated complexities as well as the demands for enhanced reporting from both investors and regulators. In her role, Ms. Lampert oversees financial reporting, tax, accounting and other administrative functions such as technology, marketing, human resources, and support operations. She is a member of the Firm’s Executive Committee and Investment Committee.

Ms. Lampert served as Chief Financial Officer and Founding Member of NGP Midstream and Resources from 2007 to 2010, where she was responsible for managing the complexities presented by global investments, including legal documentation, tax planning, investor communication, financial reporting and accounting oversight. Prior to NGP, Ms. Lampert held other financial, accounting and operational roles after beginning her career at Arthur Andersen.

Ms. Lampert is a Certified Public Accountant and earned her B.B.A. in Accounting in 1988 from The University of Texas at Austin.

Paul Landi

Senior Solution Consultant, FIS Capital Market

Paul joined FIS in 2017 and has held a number of roles focused on defining the strategic vision for product and sales strategy. Paul is currently leading the Presales team focused on global opportunities across Capital Markets for our Private Equity and Transfer Agency solutions. Paul has over 20 years of private capital consulting experience and focuses on defining the product vision and strategy by gathering client requirements and ensuring successful rollouts through close collaboration with the sales, engineering, professional services, marketing and support teams within FIS.

Prior to joining FIS, Paul was a Principal at Steelbridge Consulting focused on supporting clients with strategic initiatives, vendor selections, software implementation and change management. In the role of Accounting Manager, Paul led the implementation of Investran for fund administrator Independence Capital Partners and began his career in partnership accounting as an Accountant for the Limited Partnerships related to the Flyers, Sixers and the Spectrum Arena Limited Partnerships in Philadelphia.

Chaim Langer

Chief Operating Officer, Vintage Funds, Goldman Sachs Asset Management

Chaim is a managing director in the External Investing Group (XIG) within Goldman Sachs Asset Management, serving as global head of portfolio strategy and risk management for XIG private markets. XIG invests in leading private equity, hedge fund, real estate, ESG, credit and public market managers, investing as a limited partner, secondary-market investor, seed-capital provider, co-investor or management company partner. He is also chief operating officer of Vintage Strategies, one of the world's largest secondary fund managers. Chaim joined Goldman Sachs in 2010 as a vice president in Multi-Asset Solutions and was named managing director in 2023.

Prior to joining the firm, Chaim worked as a consultant and engagement manager at Pyxis Solutions.

Chaim serves as a member of the Advisory Board for the Private Funds CFO network.

Chaim earned a BTL from Bais Yisroel College in Jerusalem and an MBA in Finance and Investments and an MS in Quantitative Methods and Modeling from the Zicklin School of Business at Baruch College.

Bringing together traditional and alternative investments, Goldman Sachs Asset Management seeks to provide clients with a dedicated partnership and focus on long-term performance. As the primary investing area within Goldman Sachs, we deliver investment and advisory services for the world’s leading institutions, financial advisors, and individuals, drawing from our deeply connected global network and tailored expert insights, across nearly every region and market—overseeing more than $2.2tn+ in assets under supervision worldwide.

Mona Laungani

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

Ms. Laungani is the Managing Director & Chief Financial Officer at J.C. Flowers & Co. Prior to joining the firm in 2017, Ms. Laungani was a Senior Manager at PricewaterhouseCoopers LLP where she specialized in assurance services to clients in the asset management sector. She began her career at Anchin, Block & Anchin LLP where she served clients in a variety of industries including real estate, food and beverage and financial services.

Ms. Laungani is a New York State Certified Public Accountant and received a B.B.A. in Accounting from Bernard M. Baruch College.

Eric Lazear

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

Chase LeBlanc

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

Chase LeBlanc is a Director at FactSet and the Head of Sales for Cobalt GP Portfolio Monitoring, where he leads a global team focused on empowering private equity and venture capital firms with intuitive software solutions. With over a decade of experience in sales leadership and client engagement, Chase specializes in helping general partners streamline data collection, analysis, and reporting to enhance interactions with investors, firm management, and portfolio companies.
Before joining FactSet, Chase held several roles at SS&C Intralinks, where he managed sales teams across the Americas, driving growth and fostering strategic client relationships in sell-side M&A. His expertise spans private equity, venture capital, finance, and technology, with a strong focus on delivering tailored solutions for firms of all sizes and investment styles.

Michael Lebowitz

Head of Investments Compensation, Manulife Investment Management

Michael Lebowitz is the Head of Investment Compensation at Manulife Investment Management, where he leads a global team responsible for designing and managing comprehensive compensation strategies for investment professionals. His expertise spans direct compensation, carried interest, employee investment programs, governance frameworks, and incentive design across Public and Private Markets.

Prior to Manulife, Michael spent eight years at BlackRock overseeing compensation for Alternatives and managing carried interest and employee investment programs. Earlier in his career, he held leadership roles at McKinsey & Company, focusing on partner equity and retirement programs, as well as private equity and hedge fund accounting and operations.

Michael holds a BA from the University at Albany, an MA from The Ohio State University, and an MBA from NYU Stern. He resides in Larchmont, NY, with his wife and two sons and is active in youth sports—although he recently made the transition to “number one fan”!

Manulife Investment Management is the global wealth and asset management division of Manulife Financial Corporation, a prominent international financial services group. With over $1 trillion in assets under management and administration, the firm provides a wide array of investment solutions to a diverse clientele, including institutional investors, advisors, and individuals, spanning both Public and Private Markets.
In the realm of Private Markets, Manulife Investment Management offers a comprehensive platform that encompasses Private Equity, Private Credit, Real Estate, Infrastructure, and Natural Resources. The firm is committed to integrating sustainability into its investment strategies to ensure long-term value creation for its clients.
With a robust global presence across North America, Asia, and Europe, the firm prioritizes strong governance, client alignment, and innovation. Manulife Investment Management's mission is to cultivate long-lasting partnerships by delivering customized investment solutions that address the changing needs of the market.

Danilsa Lopez

Partner, Audit Services, Grant Thornton

Danilsa Lopez is a recognized leader in the financial services industry, with over 19 years of experience delivering exceptional audit and advisory services. Based in New York City, she has spearheaded complex financial statement audits for a diverse portfolio of clients, including investment advisors, private equity funds, hedge funds, REITs, digital asset funds, and business development companies. Her expertise spans public company audits, internal controls, and SEC reporting, positioning her as a trusted advisor in the asset management sector.

Beyond her client work, Danilsa is an enthusiastic advocate for diversity, equity, and inclusion, serving as an executive sponsor for Grant Thornton’s Hispanic/Latinx business resource group. She also dedicates time to mentoring and developing future leaders within the firm.

Danilsa actively contributes to the community through her roles as a board member for the Grant Thornton Foundation and the NY State Board of Accountants. She is also a member of the Executive Leadership Council at Pencil.org and the Association of Latino Professionals for America (ALPFA).

A Certified Public Accountant, Danilsa holds a bachelor’s degree in accounting from Brooklyn College and is fluent in English and Spanish.

Vijay Maharaj

CFO, CCO, FalconPoint Capital Partners

Vijay is the Chief Financial Officer and Chief Compliance Officer at FalconPoint Partners.

Previously, Vijay held senior finance roles at GreyLion Partners LP, Clayton, Dubilier & Rice, LLC and CCMP Capital Advisors, LP. Vijay began his career at Deloitte & Touche LLP in the Investment Management practice serving a wide range of asset managers, before leaving as a senior manager. Vijay holds a BA in Mathematics from Manhattanville College and an MBA in Accounting from the Rutgers Business School.

Vijay is a CFA Charterholder and is a Certified Public Accountant. He and his wife live in Manhattan, NY with their two daughters.

FalconPoint is a private equity firm which invests in North American middle market companies in the business services and industrials sectors. The firm leverages a partnership-oriented approach and relationship-based sourcing strategy to identify and execute on idiosyncratic opportunities to acquire businesses that provide mission critical products and services. For more information, please visit www.falconpointpartners.com.

Alice Mann

Founder and President, Mann Partners

Alice Mann, PhD is a published organizational psychologist, organization design, change and transformation expert and the founder of Mann Partners, a boutique consulting firm enabling private equity and Fortune 500 leaders to build powerful organizations and teams through long-term capability building and customized value creation strategies.

Named as one of 2021’s Top 25 Most Influential Women in Mid-Market M&A, Alice served as a partner at Sentinel Capital and an operating partner at Blue Wolf Capital, where she drove human capital goals and capabilities to achieve portfolio company EBITDA targets. Additionally, Alice served as a Vice President at JP Morgan Chase, where she led global operating model programs during multiple large-scale bank mergers.

Mann Partners is a boutique strategy alignment, operating model design, and human capital consulting firm that enables private equity and Fortune 500 leaders to build the powerful, high-performing organizations and teams required to drive future growth, profit and shareholder value. Leveraging 20+ years of experience in private equity and a team of seasoned operating model design and organization transformation experts, Mann Partners collaborates with private equity firms and portfolio company executives seeking to integrate acquisitions, drive higher performance, or turnaround underperforming assets generating revenue of $200m to $3b.

Shant Mardirossian

Partner & Chief Operating Officer, Kohlberg & Company, LLC

Mr. Mardirossian is a member of Kohlberg's Investment Committee, Credit Committee and Executive Committee and is responsible for overseeing the Firm's financial, compliance and administrative functions and works closely with the investor relations team. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a Partner in 2005 and Chief Operating Officer in 2013. Prior to joining the Firm, he managed the accounting and administration of private investment partnerships and several funds of funds for McKinsey & Company and was with Paneth, Haber & Zimmerman, a public accounting firm. Mr. Mardirossian received a B.B.A. and an M.B.A. from Pace University.

Founded in 1987, Kohlberg & Company (“Kohlberg”) is a leading U.S. middle market private equity firm based in Mount Kisco, New York. The firm invests in companies characterized by strong brands, recurring revenue streams and leading market positions, which it identifies through rigorous thematic research grounded in its White Paper Program. Leveraging its team of investment and operating partners, Kohlberg works with management teams to accelerate growth, enhance operational excellence and create value. Kohlberg currently manages approximately $20 billion on behalf of investors globally, including co-investment assets. For more information, please visit www.kohlberg.com.

Gary Marshall

Director of Technology, Paine Schwartz Partners

Gary Marshall is the Director of Technology at Paine Schwartz Partners.

Mr. Marshall joined Paine Schwartz Partners as a Technology Consultant in 2013, and in 2015 he joined full time. Previously, he worked for an MSP in a variety of hedge funds and private equity firms in New York. He began his career at Bridgewater Associates in Westport, Connecticut.

Mr. Marshall holds a number of industry certifications and a Bachelor of Arts in Economics from the University of Alaska.

Jennifer Martin

CFO & General Partner, WCAS

Ms. Martin is a General Partner and Chief Financial Officer, having joined WCAS in 2024. Prior to joining WCAS, Ms. Martin served as the Chief Financial Officer at Providence Equity Partners, leading all finance functions including fund accounting, management company accounting, valuation & strategic analysis, tax, and GP fund services for various entities. During her 15-year tenure at Providence, she also supported PSG as their Finance Director, collectively managing active commitments of over $45 billion. She originally joined the firm in 2010, and, prior to that, served as a Finance Manager at Bain Capital and as a Senior Accountant at Ernst & Young LLP. Ms. Martin is a Certified Public Accountant and a CFA® charterholder.

Carrie McIntyre

Partner & Chief Executive Officer, VIRIDIS Fund Solutions

Carrie McIntyre is a Partner and the Chief Executive Officer at VIRIDIS Fund Solutions. Prior to joining VIRIDIS, she held leadership roles in the financial sector, including Chief Executive Officer of the third-party fund administration business within the private equity asset class at StepStone Group and Chief Financial Officer at Greenspring Associates, where she managed all fund accounting responsibilities for the fund. With a background in finance and corporate leadership, Ms. McIntyre has also served as Treasurer and Chief Financial Officer at Interstate Hotels & Resorts and Corporate Controller at Meristar Hotels & Resorts. She earned her degree from Virginia Tech Pamplin College of Business.

VIRIDIS Fund Solutions is a leading fund administrator, dedicated to serving private equity and venture capital funds. Since our spinout from StepStone Group at the end of 2023, we have swiftly grown, now administering over $30 billion in client assets across 300+ entities in virtually every pertinent geographic region. Our commitment to delivering tailored solutions and exceptional service has established us as a trusted partner for fund managers looking to streamline their operations and focus on achieving investment success.

Our success is driven by a team of nearly 70 dedicated professionals, a milestone we’ve reached in just one year. This growth reflects our commitment to building a world-class team of experts, including former CFOs, fund accountants, and industry specialists. Together, we provide deep expertise across fund accounting, financial reporting, investor relations, and tax support, delivering innovative and reliable solutions to meet the unique needs of our clients.

At VIRIDIS, we blend industry-leading experience, advanced technology, and competitive pricing to offer a full service, scalable and cost-effective solution for private funds. To learn more about how we can support your fund's success, visit www.viridisfs.com.

Karen McMonagle

Chief Financial Officer, Corsair Capital

Karen McMonagle joined Corsair Capital in 2024 as Chief Financial Officer. Ms. McMonagle has responsibility for all finance matters relating to the firm and funds. She is based in New York.

Prior to joining Corsair, Ms. McMonagle spent over two decades working across the financial services industry. She most recently was at the Carlyle Group where she held various roles leading the transaction team for Global Private Equity and prior to that was the Chief Financial Officer of the Asia Funds. Before her tenure at Carlyle, Karen was a director at KPMG, advising global private equity and real asset clients on international M&A matters in Chicago, Buenos Aires and Dublin.

Ms. McMonagle holds an LLB in Law & Accounting from Queen’s University Belfast and a Diploma in Arbitration from University College Dublin. She is a Fellow Chartered Accountant (FCA) and AITI.

Steve Mlynar

Chief Financial Officer, Stonepeak

Steve is a Senior Managing Director with Stonepeak and is the firm’s Chief Financial Officer. Prior to Stonepeak, Steve held senior finance and accounting roles with Staple Street Capital, Apollo and Deloitte. A Connecticut native, Steve received a Bachelor of Science in Accounting from the University of Connecticut and a Master of Business Administration from Yale University and is a Certified Public Accountant, Chartered Global Management Accountant, CFA Charterholder and holds FINRA Series 7 and 27 securities licenses.

Stonepeak is a leading alternative investment firm specializing in infrastructure and real assets with approximately $61.1 billion of assets under management. Through its investment in defensive, hard-asset businesses globally, Stonepeak aims to create value for its investors and portfolio companies, with a focus on downside protection and strong risk-adjusted returns. Stonepeak, as sponsor of private equity and credit investment vehicles, provides capital, operational support, and committed partnership to grow investments in its target sectors, which include communications, energy and energy transition, transport and logistics, and real estate. Stonepeak is headquartered in New York with offices in Hong Kong, Houston, London, Singapore, and Sydney. For more information, please visit www.stonepeak.com.

Melissa Mounce

PE Insider, Advisor & Board Director, Right Arm Advisors

Patty Nykodym

Chief Financial Officer & Chief Compliance Officer, FFL Partners

Patty Nykodym joined FFL as Chief Financial Officer in 2008 and was also appointed Chief Compliance Officer in 2011. Patty manages all aspects of FFL’s accounting, tax, financial management, and oversees reporting legal and regulatory compliance functions for the firm. Prior to FFL, she was at Deloitte & Touche LLP for over 20 years where she was responsible for professional services provided to financial services clients such as private equity, venture capital, hedge fund, fund of funds, investment advisors and broker dealer clients. She graduated with a B.S. in Accounting from Illinois State University. Patty is a member of the AICPA and California CPA Society (inactive).

FFL Partners is a leading middle-market private equity firm that has been investing in high-quality companies since 1997. Based in San Francisco, FFL is a hyperspecialized, thematic investor focused on targeted areas within Healthcare and Tech-Enabled Services, two complementary sectors in which the firm has deep expertise and broad networks. FFL employs a proprietary sourcing and value creation strategy called the Sector Exploration and Expertise Development (“SEED”) process. The firm aims to partner with exceptional management teams and employs a high-engagement approach to accelerate growth at its businesses. FFL currently has over $5 billion of cumulative capital commitments. For additional information, please visit www.fflpartners.com.

Michael Patanella

National Managing Principal, Asset Management Industry, Grant Thornton

Michael Patanella has been with Grant Thornton for more than 20 years, serving as an audit partner and as the National Asset Management Industry Leader. With over 25 years of public accounting experience, he oversees asset management strategy and growth in major US markets. Michael is recognized as an industry expert in accounting, auditing, financial reporting, internal control, risk management, and regulatory issues impacting alternative investments. He holds CPA licenses in New York, New Jersey, and Connecticut, and is actively involved in several professional organizations and community initiatives. Michael earned his BS in Accounting from Saint Joseph’s College.

Asset management firms need to be agile to meet investor expectations amid intense competition in a digitally driven landscape. That’s why we champion agility to provide fresh perspectives tailored to your needs for improving efficiency, reducing risks, boosting transparency and customization of investor experience, and lowering operating costs while driving growth in assets under management.

At Grant Thornton, our extensive experience in private fund and regulated fund audits, corporate tax, growth advisory, and risk advisory services enables us to help dynamic organizations like yours navigate the complexities of today’s business landscape. We leverage technology to ensure you can respond to ever-changing regulatory and investor demands, going beyond traditional compliance and reporting to provide services that offer real value and enhance your investor relationships. We offer:
• Universal acceptance by Wall Street
• International resources with local, hands-on partner attention
• Speed and agility

Evelyn Pellicone

Chief Financial Officer, Crestview Partners

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, Evelyn was an audit manager in the financial services practice at EisnerAmper, a regional advisory and CPA firm. Evelyn received a B.S. in accounting from Rutgers Business School and is a Certified Public Accountant. Evelyn is an active member of the NY Private Equity CFO Association (“PECFOA”) and a member of the NYS Society of CPAs. Evelyn also serves as a board member of the PECFOA and was a National Venture Capital Association CFO Task Force member.

Founded in 2004, Crestview is a value-oriented private equity firm focused on the middle market. The firm is based in New York and manages funds with over $10 billion of aggregate capital commitments. The firm is led by a group of partners who have complementary experience and distinguished backgrounds in private equity, finance, operations and management. Crestview has senior investment professionals focused on sourcing and managing investments in each of the specialty areas of the firm: industrials, media and financial services. For more information please visit www.crestview.com.

Brad Pietras

Partner, CFO, Head of Operations, 154 Partners

Brad Pietras is a Partner and the CFO and Head of Operations at 154 Partners where he is a member of the founding team and oversees the operations of the firm.

Prior to joining 154 Partners, Brad led the finance function and was a senior member of the operations team at Level Equity. Prior to Level Equity, Brad held senior finance and operations roles at Lightyear Capital and in Blackstone’s buyout Corporate Private Equity Group. He began his career at PricewaterhouseCoopers and Grant Thornton serving a wide range of asset management clients. Brad holds a Bachelor of Science and an MBA from La Salle University and is a Certified Public Accountant in the State of New York.

Tracy Pizzi

Partner, Yellow Wood Partners

Tracy is a Partner with Yellow Wood Partners and is responsible for all the financial, operational, and compliance aspects of the firm. Tracy joined Yellow Wood Partners in August 2016 as Chief Financial Officer and was promoted to Partner in 2020. She has over 20 years of experience managing financial operations for private equity, hedge fund, and financial services firms. Tracy holds a BS in Business Administration with a major in Accounting from Bucknell University and an MS in Taxation from Bentley University. She is a certified public accountant.

Yellow Wood Partners is a Boston-based private investment firm that invests exclusively in the consumer industry in the middle market. The firm seeks to acquire branded consumer products that sell into a variety of consumer channels, including mass, drug, food, specialty, value, club and e-commerce. Yellow Wood’s investment and operating strategy is based on utilizing the firm’s Consumer Operating DNA strategy which brings functional operating resources to maximize brand performance by driving organic growth and increasing operating efficiencies in a limited number of platform entities which also incorporate highly accretive add-on acquisitions to drive growth and increased equity value. For more information, please visit www.yellowwoodpartners.com.

Sunil Rao

COO and CFO, Plum Alley Ventures Company

Plum Alley Ventures Company (PAVC) is a multi-stage VC firm that invests using a technology first, automation and data primacy principle and supports companies building business applications that are disrupting the field of advanced systems, data security, human health and AI infrastructure.

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

Berat joined Heartwood Partners in August 2018 as a Fund Controller and was later promoted to Controller and Tax Manager.

Prior to joining Heartwood Partners, Berat was a Senior Fund Accountant with Atlas Holdings LLC, a $3.0 billion special situations & distressed buyout private equity firm based in Greenwich, CT. Prior to Atlas, he was a Senior Associate at KPMG in the alternative investments tax practice, providing tax consulting and compliance services to private equity, real estate, and manufacturing clients.

Education:
Bachelor of Arts in Accounting and Finance from Western Connecticut State University

Tracing its roots back to 1982, Heartwood Partners intertwines deep strategic and financial expertise to be a true partner to founders and owners seeking to enhance their businesses’ performance.

Peter Rosenstein

Chief Product Officer, Digital Solutions, GEN II

A principal and chief product officer with Gen II, Peter brings over twenty years of experience in financial services and private equity administration, including extensive experience with system design, process automation and data integration, as well as operational efficiencies.

Prior to joining Gen II, Peter served as director of private equity administration for HedgeServ where he originated, developed, and operated the firm’s private equity administration offering. Prior to this experience, Peter was a vice president and head of waterfall development for JPMorgan Private Equity & Real Estate Services. Before 2004, he was an auditor with Ernst & Young LLP. Peter graduated with a Bachelor of Science in Business Administration from Washington University, St. Louis, with concentrations in accounting and management.

Gen II is a leading independent fund administrator for private capital asset managers and investors. Since 2009, it has grown into one of the largest independent providers, overseeing over $1 trillion in private fund capital.

Known for its bespoke services and advanced technology, Gen II delivers unmatched support to fund managers and investors worldwide. Its transatlantic operations enable clients to navigate complex international markets and regulations, ensuring seamless operational infrastructure, financial reporting, and investor communication.

Sarah G. Roth

CEO, Argosy Capital

Sarah G. Roth is CEO of Argosy Capital, a diversified lower middle market alternative investment firm managing $3.5 billion of AUM across five strategies - private equity, real estate, distressed credit, secondaries and healthcare – and an affiliated family office. Ms. Roth joined Argosy Capital in 2018 as COO and CFO. She has over 20 years’ experience investing in lower middle market businesses, including serving on the board of directors for multiple companies. Prior to joining Argosy, she was a Partner at The Riverside Company, a multi-billion dollar lower middle market private equity firm. While at Riverside, Ms. Roth led over 25 acquisitions, refinancings, and realizations for the firm. Prior to Riverside, Ms. Roth was an associate at Merrill Lynch Ventures, LLC, a $1.2 billion diversified private equity fund. Ms. Roth began her career as an investment banking analyst at Merrill Lynch.

Ms. Roth holds an MBA from the Kellogg School of Management at Northwestern University, and graduated magna cum laude from Williams College with a B.A. in Political Science.

Vik Sawhney

Chief Administrative Officer, Blackstone

Vik Sawhney is Blackstone’s Chief Administrative Officer and Global Head of Investor Relations & Business Development.

Before joining Blackstone in 2007, Mr. Sawhney worked as a Managing Director in the Financial Sponsors Group at Deutsche Bank, where he was responsible for managing the firm’s relationships with Blackstone and several other large private equity firms. Prior to joining Deutsche Bank, Mr. Sawhney was an Associate at the law firm of Simpson Thacher & Bartlett.

Vik represented Blackstone as a Rockefeller Fellow during 2010-2011. He currently serves as Board Chair on the Board of Dream, an east Harlem social services and educational organization.

Mr. Sawhney received a BA, magna cum laude, from Dartmouth College, where he was elected to Phi Beta Kappa. He also received a J.D., cum laude, from Harvard Law School.

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $881 billion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, Twitter, and Instagram.

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 degrees in music and psychobiology from Oberlin College.

The Riverside Company is a global investment firm focused on being one of the leading private capital options for investors, business owners and employees at the smaller end of the middle market by seeking to fuel transformative growth and create lasting value. Since its founding in 1988, Riverside has made more than 800 investments. The firm's international private equity and structured capital portfolios include more than 140 companies.

Vishal Shah

Head of Product, Senior Director, TresVista

Vishal Shah is the Senior Director and Chief Product Officer at TresVista and has been with the firm since 2006. Along with the Managing Directors and Co-CEOs, Abilash Jaikumar and Sudeep Mishra, Vishal has overseen TresVista’s growth to an organization that currently employs over 1,800 people across offices in Mumbai, Pune, Bengaluru, Gurugram, New York, London, and Singapore.

Before leading TresVista, Vishal was associated with McKinsey & Co., advising the leadership on strategic decisions across industries ranging from electricity, natural gas, information technology, and retail. A CFA charter holder, Vishal is an avid marathoner and also leads TresVista’s CSR initiatives.

TresVista is a global enterprise offering a diversified portfolio of services that enables its clients to achieve resource optimization through leveraging an offshore capacity model.

TresVista's services include investment diligence, industry research, valuation, fund administration, accounting, and data analytics. TresVista has more than 1,800 employees across offices in North America, Europe, and Asia, providing high-caliber support and operating leverage to over 1,000 clients across geographies and asset classes, including asset managers, advisors, corporates, and entrepreneurs.

Judd Sher

Partner & CFO, Hellman & Friedman

Judd joined H&F in 2012 and is the Firm’s Chief Financial Officer. He is responsible for all finance, accounting, and tax matters. Prior to H&F, Judd was a Principal with Deloitte Tax LLP in its M&A Transaction Services Group, where he specialized in advising private equity firms in tax due diligence, financial model review, and transaction structuring.

Aaron Simkovich

Managing Director & Chief Financial Officer, Maranon Capital

Aaron Simkovich joined Maranon Capital in 2013. He leads the finance department in addition to being a member of the investment committee, valuation committee, and taking an active role in the compliance and capital raise functions.
Prior to Maranon, Aaron was at TA Associates LP, a Boston, MA private equity firm. He is a graduate of Yeshiva University (B.A.) and Boston University (M.B.A.).

Maranon Capital provides senior financing, mezzanine debt and equity co-investments for both private equity-backed as well as entrepreneur-owned middle market transactions. Maranon’s investment vehicles include Commingled Funds, SMA’s, CLO’s, and SBIC funds.

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Mr. Sims is the Chief Operating Officer and Chief Compliance Officer of Braemont where he is responsible for various operational, regulatory, financial, banking and compliance matters. Prior to joining Braemont, Mr. Sims was a Vice President at New Republic Partners, where he assisted with operations, direct deal diligence, and client advice including portfolio construction, asset allocation and guidance across all asset classes. Previously, he was an investment specialist at J.P. Morgan, where he provided investment advice and solutions to wealthy families, institutions, foundations and endowments. Prior to that, he was private equity associate for The Stephens Group and began his career as an investment banking analyst at Harris Williams & Co. in the Energy, Power, & Infrastructure Group. Steve earned his BA degree in Economics at Princeton University and his MBA at Duke’s Fuqua School of Business. Mr. Sims is also a Chartered Financial Analyst (CFA).

John Stecher

Chief Technology Officer, Blackstone

John Stecher is the Chief Technology Officer at Blackstone, overseeing all aspects of technology across the firm and advising investment teams and portfolio companies on technology-related matters.

Prior to Blackstone, he served as Chief Technology and Innovation Officer at Barclays and was a member of its Technology Management Committee. Previously, worked for Goldman Sachs in a variety of senior management and engineering roles across the firm's capital markets and technology divisions, and most recently built their Marcus-branded consumer finance division. Mr. Stecher has had an extensive career in technology and engineering across industry sectors. He was appointed as an IBM Master Inventor and led application development, architecture and strategy for IBM's WebSphere product line. He delivered/created +45 patents across several diverse problem spaces.

Mr. Stecher holds a BS in Computer Science from the University of Wisconsin – Madison and a MS in Computer Science from the University of Minnesota.

Blackstone

Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s nearly $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds.

Ruchir Swarup

Partner, Chief Information Officer, KKR

Ruchir Swarup joined KKR in 2024 and is a Partner and Chief Information Officer. He leads the Technology team. In this role, Mr. Swarup is responsible for driving KKR’s technology strategy and vision, as well as scaling the firm’s existing technology to create efficiencies and reduce risk. Prior to KKR, Mr. Swarup was the Chief Technology Officer at Addepar, a financial software and data platform. Before Addepar, Mr. Swarup spent nearly two decades at BlackRock in various technology leadership roles in the U.S. and Asia, most recently as a managing director and global head of the Aladdin product group across business operations and enterprise systems. This responsibility included the development of all post-trade capabilities, regulatory, client experience and enterprise operations technology. Mr. Swarup was also a key architect of BlackRock’s middle and back-office technology strategy on Aladdin. He was also a member of BlackRock’s global operating committee. Mr. Swarup spent the first 15 years of his career in Japan, serving in several and technology and leadership roles. He earned his Bachelor’s degree in Computer Engineering from The Pune Institute of Computer Technology.

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR’s investments may include the activities of its sponsored funds and insurance subsidiaries.

Chris Tamms

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

Chris Tamms joined PEI over three years ago and serves as the Network Director for the Investor Relations Network and the Private Funds CFO Network. She previously worked for Cambridge University Press in New York City working with customer insights and global community management. Chris received a Master of Science in Communication from Purdue University and an International Trade & French degree from Clemson University. During her undergraduate years, she studied at business school in the Loire Valley of France.

Sarah Tomolonius

Partner, Head of Investor Relations, M13

M13 is an early-stage (seed and Series A) venture capital firm that invests in visionary founders building disruptive software businesses. M13 invests in enabling technology—such as AI and web3—that powers the future of work, health, commerce, and money. M13's portfolio includes 200+ direct investments, with 25 exits to date. M13 is a full-stack partner with a deep bench of full-time operators to help founders execute better and build category-defining companies. Propulsion is M13's operator-led model for supporting its portfolio companies, with 3x people on M13's Propulsion team for every one investing team member. Averaging 25 years of experience, each of M13's full-time partners provides an expertise advantage, filling in executive experience gaps for early-stage companies as they scale.

Katie Twomey

Senior Vice President of Finance & Operations, Illumen Capital

Katie Twomey is passionate about using innovative methods of financing to advance social and economic justice and to positively impact people, communities, sectors, and markets. She moves forward this work through her role at Illumen Capital as the SVP of Finance & Operations and Chief Compliance Officer.

Prior to joining Illumen Capital, Katie led the finance, operations & HR functions at the nonprofit organization, Mama Hope, which aims to create a new global approach to tackling injustice in which communities hold the power and resources they need to drive their own futures. She began her career at Apollo Global Management, providing compliance support to PE, credit, and real estate businesses to ensure compliance with FINRA, SEC, state, federal, and international regulations.

Katie earned a BS in Management from Boston College's Carroll School of Management and holds an MBA from the Heller School for Social Policy and Management at Brandeis University.

Illumen Capital is a fund of funds specializing in the next generation of diverse-led venture and private equity firms. Illumen Capital invests in venture, growth, and private equity funds, and works closely with fund managers to install a set of strategies and tools designed to reduce racial and gender bias in the hiring, investment, and company support processes. This research-informed bias reduction program – supported by a strategic relationship with Stanford SPARQ - empowers fund managers to expand their investable landscape and uplift entrepreneurs who have historically been overlooked and underestimated.

Ray Updyke

VP, Operations and Finance, Alpaca VC

Ray leads the operations, finance, and compliance functions for Alpaca VC and Alpaca Real Estate. Prior to joining Alpaca, Ray was the CFO and CCO of Ampfield Management, an investment management firm. He previously worked at Jefferies Financial Group, and he began his career in hedge fund accounting & reporting with ALPS Alternative Investment Services in their Boston office. He graduated with high honors from the University of Maine with a BS in Business Administration with a major in Accounting and he also graduated from the University of Connecticut with a MS in Accounting. Ray is a Certified Public Accountant and a CFA® charterholder. Additionally, Ray serves on Carta’s customer council and is a mentor for CFA Society New York and for Fordham’s Gabelli School of Business.

Alpaca VC is an early-stage venture capital firm located in New York. Since 2012, Alpaca has invested in the people and products shaping the future, leveraging technology to navigate and simplify the complexities of modern life. As former founders and operators in the very sectors transforming the way we live, we’re driven by a passion for innovation and a belief that the future can be more seamless, efficient, and accessible. Alpaca invests within the Real Estate, FinTech, Commerce, Supply Chain, and Vertical SaaS sectors. We continuously deepen our expertise and support our insights through a rigorous, research-driven Field Study process, allowing us to partner with founders who are pioneering the next wave of impactful change.

Sara Verkest

Managing Director Global Head of Tax, KKR

Sara Verkest (New York) joined KKR in 2023 and is Global Head of Tax. She oversees all tax matters globally related to KKR’s public company and management company activities, as well as all tax matters related to KKR’s private and public market funds and investment activities. Ms. Verkest co-leads the firm’s KKR Women employee resource group. Prior to joining KKR, she worked at Brookfield where she was a managing director, responsible for leading the tax strategy for their private funds group and their U.S. corporate tax team. Before that, Ms. Verkest was the head of tax for credit and private equity at the Abu Dhabi Investment Authority and she was a tax partner at an international law firm where she specialized in U.S. tax aspects of cross-border transactions, structured financings, securities offerings and cross-border securitizations. Ms. Verkest also advised funds and investors on tax issues associated with the structuring, funding and operation of investment funds and other joint ventures. She holds a law degree from the Katholieke Universiteit Leuven (Belgium), as well as a Master’s degree in taxation from the Université Libre de Bruxelles (Belgium) and an LL.M. in U.S. international tax from the University of Florida.

Henry Ward

CEO & Co-Founder, Carta

Henry Ward is the CEO and co-founder of Carta. The company is trusted by more than 40,000 companies, over 7,000 investment funds and SPVs, and over two million equity holders to manage cap tables, compensation, valuations, liquidity, and more. Carta’s tender offer solutions have returned $14B to shareholders in secondary transactions. The company has been included on the Forbes World’s Best Cloud Companies, Fast Company’s Most Innovative list, and Inc.’s Fastest-Growing Private Companies.

Prior to Carta, Henry was founder and CEO of Secondsight, a portfolio optimization platform for retail investors. He also held leadership positions at software companies including Reddwerks Inc. and BetweenMarkets.

Henry graduated from University of Michigan with a BGS in Mathematics and Computer Science and holds a MSC in Market Finance from EDHEC Business School.

Carta connects founders, investors, and limited partners through world-class software purpose-built for everyone in venture capital and private equity. Carta’s world-class fund administration platform supports nearly 7,000 funds and SPVs, and represents nearly $130B in assets under management. Trusted by more than 40,000 companies, Carta helps private businesses in over 160 countries manage their cap tables, valuations, taxes, equity programs, compensation, and more. Today, Carta is setting a new standard as the end-to-end platform connecting private capital. Our fund management platform seamlessly integrates a suite of tools and insights purpose-built to support the strategic impact of fund CFO’s. Carta has been included on the Fortune Best Large Workplaces in Financial Services and Insurance list, Forbes’ list of the World's Best Cloud Companies, Fast Company's Most Innovative list, and Inc.'s Fastest-Growing Private Companies list. For more information, visit carta.com.

Joel Wattenbarger

Partner, Ropes & Gray LLP

Joel Wattenbarger is a partner in the asset management group and co-head of the firm’s private funds regulatory practice. Joel represents investment management clients, focusing primarily on hedge funds, funds of funds, private equity funds and fund managers. He advises clients on the establishment of funds and fund management companies, trading and other operational issues, and compliance issues faced by registered investment advisers. Most recently, Joel has devoted substantial time to advising hedge fund and other private fund clients on the impact of the DoddFrank Act and the proposed rules and final rules issued by the SEC under the Act. Joel also has considerable experience representing institutional investors in private investment funds. Joel has represented a number of private funds and fund managers in connection with the establishment of fund management companies and the organization of hedge funds, private equity funds and funds of funds. Joel’s advice to fund managers has covered the drafting of fund agreements and offering documents, facilitating strategic investments by seed investors in newly established funds, negotiating with prime brokers, administrators and other service providers to funds, trading issues, investor relations, fund restructurings, and wind-downs. Joel has also advised fund managers and their principals with respect to economic and governance issues at fund management companies. He has advised U.S. and foreign investment managers regarding the U.S. investment adviser regulatory regime and has assisted numerous advisers with registering as an adviser and adopting and administering compliance policies and procedures. Joel also has extensive experience representing institutional investors, including pension plans, endowments, insurance companies and funds-of-funds, in making investments in private investment funds and other structured investment vehicles. These investments have included both traditional hedge fund and fund of fund investments as well as specialized vehicles established to pursue highly customized investment strategies.

Ropes & Gray, a preeminent global law firm, has been ranked in the top three on The American Lawyer's prestigious "A-List" for seven years and is ranked #1 on Law.com International's "A-List" in the U.K.—rankings that honor the "Best of the Best" firms. The firm has approximately 1,500 lawyers and legal professionals serving clients in major centers of business, finance, technology and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C. The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring.

Matt Whelan

Partner and Chief Financial Officer, Patient Square Capital

Matt Whelan is a Partner and the Chief Financial Officer at Patient Square Capital. He has over 30 years of financial and operational management experience, including 20 years of private equity Chief Financial Officer (“CFO”) experience and eight years of Chief Compliance Officer (“CCO”) experience.

Prior to Patient Square, Mr. Whelan served as Managing Director and CFO of Gryphon Investors, a San Francisco based private equity firm. Prior to Gryphon Investors, he served as Managing Director of Finance & Operations, CFO, and CCO of Brentwood Associates, a Los Angeles based private equity firm. His private equity experience includes all non-investment areas of firm and financial management, as well as transaction structuring.

Prior to Brentwood Associates, Matt served as CFO and Chief Operating Officer for venture and angel backed companies in the technology and internet sectors. In partnership with the just retired Special Agent in charge of the FBI’s Orange County, California field office, he co-led an investigative and consulting firm, where he focused on litigation support relating to financial fraud. Matt began his career with Price Waterhouse and is a Certified Public Accountant (CA-Inactive).

Mr. Whelan holds a B.S. in Business Administration cum laude from the University of Southern California.

Irene Willard

Chief Financial Officer & Chief Compliance Officer, Dunes Point Capital

Ms. Willard joined Dunes Point Capital in 2020. Prior to joining Dunes Point Capital, Ms. Willard was the Chief Financial Officer of The Raine Group’s Principal Business. Prior to joining Raine, Ms. Willard was a finance manager at Vedanta Capital. Ms. Willard began her career as an auditor at PricewaterhouseCoopers in its Banking and Capital Markets practice. Ms. Willard earned a B.A. in English and a Master’s in Accountancy from the University of Florida and is a Certified Public Accountant in New York. Ms. Willard serves as a board member of the NY Private Equity CFO Association (“PECFOA”).

Dunes Point Capital (“DPC”) is a family office and private investment firm, pursuing control investments in companies operating in the general industrial and business services sectors. DPC targets companies with enterprise values of up to $1 billion. Since its inception in 2013, Dunes Point Capital has raised approximately $1.6B and has acquired over 100 companies. For more information, please visit www.dunespointcapital.com.

Mike Witkowski

CFO & Partner, Primary Venture Partners

Mike is a Chief Financial Officer and Partner with over 20 years of experience in financial services, including 14 years of experience in venture capital. He has a deep understanding of the industry and is responsible for overseeing all aspects of the company's finance, compliance, back office, legal, and operations functions. His expertise is instrumental in building solid foundations for Primary’s continuous growth. Mike began his career in Poland, in commercial banking, and after moving to the United States in 2000, transitioned to financial services focused on hedge fund operations, and then to venture capital, where he has spent the majority of his career. Mike gets the biggest satisfaction from sharing his knowledge and brainstorming ideas, and especially from mentoring younger colleagues and letting them achieve their full potential.

Primary is New York’s leading early stage firm, with a billion in assets under management and 50 full time employees. The team commits unreasonable resources to create unfair advantages for the world’s top founders. Primary’s Impact team outnumbers investors 2:1, and is filled with seasoned executives working alongside founders to supercharge growth and secure quality hires, early customers, and downstream investors. This team embeds with companies for 2,500 hours of high-intensity fractional leadership work, conducts 3,000 candidate interviews, maintains a pool of 5,000+ active job seekers, and hosts 250 events large and small for the NYC tech community each year. Cofounders Brad Svrluga and Ben Sun have won recognition from Forbes' Midas List and Insider's Seed 100.

Christopher Wolf

Chief Financial Officer, MPM BioImpact

Christopher Wolf is Chief Financial Officer at MPM BioImpact. With 20+ years of experience as CFO at a variety of alternative investment firms, his primary responsibility is to oversee the firm’s finance functions. Prior to joining MPM BioImpact, Christopher has served in the CFO role at several firms, including most recently Lincoln Peak Capital an investment firm that serves as a long-term, supportive equity partner that helps facilitate ownership transitions in the asset management and private wealth industry. Christopher also was CFO for 11 years at HighVista Strategies LLC where he established the operations and finance team as the firm grew from a startup to a diversified asset manager with ~$4b in AUM, and CFO at Abrams Capital LLC. He also worked for Williams College as the Manager of Investment and Treasury Operations and began his career as an auditor for Price Waterhouse LLP.

MPM BioImpact is a world-leading biotechnology investment firm with over 30 years of expertise creating and investing in innovative companies to deliver transformative therapies to patients. Its experienced and dedicated team of investment professionals, entrepreneurs, advisors and leading scientists translate scientific discoveries into breakthrough medicines and potential cures. MPM BioImpact manages over $3 billion AUM across early-stage venture funds, private/public impact funds and public equities funds.

Kyle Wool

Chief Financial Officer, Energy Impact Partners

Kyle Wool is the Chief Financial Officer at Energy Impact Partners (EIP). He is responsible for managing EIP’s financial operations including fund administration, accounting and financial reporting, valuations, tax, financial planning and analysis, and support for strategic initiatives.

Prior to joining EIP, Kyle spent over nine years with The Carlyle Group where he was responsible for the financial and operational oversight of funds investing globally in infrastructure, renewable energy and power.

Kyle is a Chartered Financial Analyst and received his Bachelor of Science in Finance from the University of Maryland.

Energy Impact Partners LP (EIP) is a global investment firm leading the transition to a sustainable future. EIP brings together entrepreneurs and the world's most forward-looking energy and industrial companies to advance innovation. With $4 billion in assets under management, EIP invests globally across venture, growth, credit, and infrastructure – and has a team of over 80 professionals based in its offices in New York, San Francisco, Washington D.C., Atlanta, Palm Beach, London, Cologne, and Oslo. For more information on EIP, please visit www.energyimpactpartners.com.

Caroline Young

Founder, Craftsbury Consulting

Founder and CEO of Craftsbury Consulting – exit strategy expert, helping owners craft their path to a successful sale of their business, coaching management teams through sale process presentations, working with PE to improve their approach to exits; career development coaching primarily with women in the world of finance, helping them leverage their strengths and work past obstacles to excel on their career paths.

Board experience includes companies in: niche manufacturing, medical device, branded products, aerospace & defense, business services and energy services. Currently on the board of Kite Realty Group Trust (NYSE: KRG) and Providence Cristo Rey High School, a college and career preparatory high school that offers a transformational educational experience to students with economic need. Committee participation includes executive, governance, compensation, and audit committees.

Personal mission: spread light and joy to those around me and promote kindness and respect for humanity.

Proud recipient of 2019 WSJ Pro Women to know in PE and 2021 Most Influential Women in Mid-Market M&A. Frequent speaker at industry events and conferences on topics ranging from exit strategies to negotiation tactics to career development.

Jason Currier

Partner & Chief Financial Officer, BayPine

Jason Currier is a Partner and Chief Financial Officer at BayPine. Mr. Currier is responsible for financial reporting, valuations and administration of BayPine's private equity investments.

Prior to BayPine, Mr. Currier was a Managing Director and Chief Financial Officer for Audax Private Equity, based in Boston. Before joining Audax in 2017, he was a Vice President, Finance, at General Atlantic and previously served as Controller at Bessemer Venture Partners. Earlier in his career, Mr. Currier served as a senior associate performing audit and business advisory services for private equity, venture capital and Fortune 500 clients at PricewaterhouseCoopers L.L.P.

Mr. Currier holds a BS from Quinnipiac University and was a registered Certified Public Accountant in the State of Connecticut (currently inactive).

Kelly Hurley

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

Kelly joined Centre Partners in 2020 and is responsible for oversight of all accounting, reporting and compliance functions, as well as HR, IT and other administrative functions. 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, Kelly spent 13 years at State Street Bank and Trust, where she held a variety of roles in their private equity fund administration business. She started her career at PwC. Kelly received a B.S. in Accounting from the University of Scranton, an M.B.A. from Seton Hall University and is a Certified Public Accountant (inactive status).

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

Jennifer Martin is Providence's chief financial officer and a managing director based in our Providence office. Prior to joining Providence in 2010, Ms. Martin worked at Bain Capital and Ernst and Young. Ms. Martin holds a Master of Business Administration with a concentration in accountancy from Bryant University and a Bachelor of Science in finance and economics from Providence College. She is a chartered financial analyst and a certified public accountant.

Providence Equity Partners are private equity specialists, focused on growth-oriented media, communications, education and technology companies throughout North America and Europe.

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

Mr. Millin joined Performance Equity as a Manager of Finance in June 2005, and served as Controller for the management company since 2008. In March 2015, he was named Director of Fund Administration. In January 2019 Mr. Millin was named Senior Vice President of Finance and in 2020, he was named Chief Financial Officer.

Prior to joining Performance Equity in 2005, he held positions in the audit divisions of Bank of America and Deloitte & Touche LLP. Earlier in his career, Mr. Millin held positions in the operations groups of The NASDAQ Stock Market and Brown Brothers Harriman.

He received a Bachelor of Science with a dual major in Finance and Law & Public Policy from Syracuse University, an MBA with a major in Finance from Fordham University, and a Certificate in Accounting from Pace University. Mr. Millin is a Certified Public Accountant licensed in the State of Connecticut.

Peter Tang

Chief Financial Officer and Managing Director, Butterfly Equity

Peter Tang is the Chief Financial Officer (CFO) and a Managing Director at Butterfly. In this role, Mr. Tang oversees all aspects of the firm's financial activities and leads the firm’s strategic and growth initiatives. Prior to his appointment as CFO, he was one of the first members of the Investment Team and has played a key role in several of Butterfly’s investments, including Bolthouse Farms, Pacifico Aquaculture and Pete and Gerry's. He currently serves on the board of directors of Pacifico Aquaculture and the Butterfly Equity Foundation.

Prior to joining Butterfly, Mr. Tang worked at KKR on the Consumer Retail Private Equity team where he was an investment team member on several transactions including Academy Sports + Outdoors and Channel Control Merchants. Previously, Mr. Tang was with Moelis & Company where he was involved in a variety of mergers, acquisitions and restructuring transactions, including several in the food industry. Mr. Tang graduated from the Richard Ivey School of Business of the University of Western Ontario with a Bachelor of Arts degree in Honors Business Administration.

Butterfly Equity is a Los Angeles, California-based private equity firm specializing in the food sector, spanning the entire food value chain from “seed to fork” via four key segments: upstream & processing, industry enablers, multi-site and branded goods. Butterfly manages over $4 billion of assets to date and aims to generate attractive investment returns through deep industry specialization, a disciplined and data-driven investment process and a hands-on approach to portfolio transformation. For additional information about Butterfly, please visit its website at www.bfly.com.

Reimagined for a new era of CFO leadership

2025 keynotes:

Michael S. Chae

Vik Sawhney

Catherine Addona-Peña

Chief Financial Officer & Head of Operations, Town Hall Ventures

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

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

Director, Corporate Business Applications, H.I.G Capital

Attendees include:

Lisa Costello

HCI Equity Partners

Bernadette Mentor

Prysm Capital

Blake Bennett

Revelstoke Capital Partners

Lisa Costello

HCI Equity Partners

Bernadette Mentor

Prysm Capital

Why the Private Funds CFO New York Forum?

Key discussion topics

2025 Agenda

2025 Speakers

CEO, T. Abbott Enterprises

Senior Vice President, Chief Risk Officer, Nasdaq

Head of Commercial, U.S., Aztec Group

Principal, Victory Park Capital

Partner, Asset Management Financial Consulting Leader, RSM

Chief Financial Officer and Chief Compliance Officer, Citation Capital.

Senior Reporter, Private Funds CFO

Chief Financial Officer, LLR Partners

Senior Editor, Capital Markets and Compliance, PEI Group

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Chief Executive Officer, TechMD

Chief Operating Officer, Ontra

Partner, Global Head of Human Capital, Apollo

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

VP of Financial Services, Kyriba

Fund Controller, Portfolio Advisors

Chief Financial Officer, Sandbrook Capital

Vice Chairman & CFO, Blackstone

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

Chief Financial Officer, Enlightened Hospitality Investments

CFO, X10 Capital Management

Chief Financial Officer, Atlas Venture

Partner & CFO, StartUp Health

CFO/COO, GreyLion Capital

Chief Financial Officer, Bow River Capital

Director of Cybersecurity Engineering, Abacus Group

Managing Director, Operations & CFO, Genstar Capital

President, DeKonsultere

Lead Compensation and HR Business Partner, Two Sigma Private Investments

Chief Advisory Services Officer, EWM Global

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

Private Markets Segment Head, Arcesium

Chief Information Security Officer, Drawbridge

Chief Financial Officer and Partner, Cross Rapids Capital LP

Chief Information Officer, The Riverside Company

Partner, Washington National Tax, KPMG US

Partner & COO, Tavo

Partner, Rubicon Technology Partners

Chief Financial Officer, Turnspire Capital Partners

Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

CFO Outsource Consultant

CFO, Equilibrium Capital

COO & Managing Director, Maverick Ventures

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

Chief Revenue Officer, TechMD

Partner & Chief Financial Officer, Cloverlay

Director of Finance, Quona

Partner & COO, Morgan Stanley

Chief Operating Officer, Alter Domus

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

Chief Financial Officer, Ethos Capital

VP of Finance, 645 Ventures

Chief Operating Officer, Entrepreneurial Equity Partners

Formerly CFO & CAO of Engine No 1

CFO & CCO, Prelude Growth Partners

Industry Principal, Workiva