Reimagined for a new era of CFO leadership

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

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

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

 

Join now


 

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

 

See who you’ll meet

 

2025 keynotes:

Michael S. Chae

Vice Chairman & CFO, Blackstone

Vik Sawhney

CAO, Blackstone

  • What private fund CFOs and COOs need to know about the current economic landscape

  • Questions to ask when identifying which strategic opportunities to prioritize

  • How Blackstone stays agile in the face of rapid regulatory change

Catherine Addona-Peña

CRO & SVP, Nasdaq

  • Understand AI risks with guidance on integrating and managing AI platforms responsibly

  • Prepare for what’s next with insight into emerging risks operators will face in 2025

  • How to build a proactive, organization-wide risk mindset

Featured speakers:

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View all speakers

Attendees include:

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

Lisa Costello

HCI Equity Partners

I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will f…

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Bernadette Mentor

Prysm Capital

The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these disc…

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Blake Bennett

Revelstoke Capital Partners

I really enjoy this conference. I can always count on the who’s who of private equity professionals to be in attendance.

“A collegial and collaborative environment where senior leadership can share the challenges they face.” – Aaron Chan, CFO, Enlightened Hospitality Investments

 

“A very efficient way to get a lot of information and updates in a compressed timeframe with your peers.” – Chris Iorillo, CFO, Freeman Spogli & Co.

Why the Private Funds CFO New York Forum?

Benchmark against peers

Understand how your peers are overcoming common challenges. The Forum will provide senior finance and operations executives with actions that can make a tangible impact at their firm.

 

 

Explore new services

Discover ways to streamline and improve your processes with a vetted group of private market service providers onsite and eager to assist you ease pain points in day-to-day activities.

 

 

Year-round intelligence and networking

As a member of the Private Funds CFO Network, you will have exclusive access to the New York Forum and stay connected with like-minded peers through our member’s activities across the year. Learn more.

Key discussion topics

Transformation/evolution of the CFO role

Tackling today’s fundraising climate

Managing the current regulatory environment

Adopting the right technology solutions to advance the firm

AI and the use of innovative technologies in private markets

Conducting cash and risk management

2025 Agenda

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

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

All times are listed in Eastern Time (ET)

2025 Speakers

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

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Adam Bruce

Partner and Chief Financial Officer, Flare Capital Partners

Drew Carl

Managing Director & Chief Accounting Officer, Hamilton Lane

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Ayanna Clunis

Head of Operations, TPG

Larry Cook

Senior Vice President of Global Operations and Finance, Flourish Ventures

Bethany Foullois

Partner & COO, Tavo

John Herr

Chief Financial Officer, Francisco Partners

Bruce Karpati

Partner, Global Chief Compliance Officer, KKR

Brent Kelley

CFO and CCO, North Hudson Resource Partners

Eric Lazear

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

Brandy Morris

Principal, Chief Financial Officer, AB CarVal

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.

Aaron Simkovich

Managing Director & Chief Financial Officer, Maranon Capital

John Stecher

Chief Technology Officer, Blackstone

Connect with CFOs, COOs and their teams

The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.

2025 Sponsors


Convene Brookfield Place

225 Liberty St, New York, NY 10019

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

Book a room

Where CFOs, COOs and CCOs connect, learn and grow

Value that extends beyond the event

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

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

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

Expand your private funds Network

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

CFOs-focused professional development

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

Stay up-to-date on industry strategies

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

Discover the top CFO Network

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

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


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


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

 


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

 

 

 

 

Better connections with the Private Funds CFO Network

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

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

Our Network makes decisions that shape markets

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


Stay connected with the top CFO community

Kevin Gasque

Partner, COO, CFO and CCO, Greycroft

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

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Michaele Gobel

Chief Financial Officer, Equilibrium

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

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2025 Advisory Board

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

Jason Currier

Partner & Chief Financial Officer, BayPine

Kelly Hurley

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

Aileen Keaney

Chief Financial Officer, Ethos Capital

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

Peter Tang

Chief Financial Officer and Managing Director, Butterfly Equity

Thanks for your interest

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