Setting the standard for finance and operations in private markets

Join the Private Funds CFO Network at the 22nd annual New York Forum on February 4-5, 2025.

Connect with the most influential finance and operations decision-makers in private markets at the Hilton Midtown.

You will leave with:

  • A benchmark against your peers about how your firm stacks up
  • Understanding of current and future regulations direct from SEC powerbrokers
  • Ideas and actions on how to optimize your back office


Join now with your team of senior executives

Join us

Introducing our first 2025 keynote speaker

Michael S. Chae

CFO & SMD, Blackstone

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.

2025 Featured speakers

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Current 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

What attendees say about the Forum

Lisa Costello

HCI Equity Partners

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

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Bernadette Mentor

Prysm Capital

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

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Blake Bennett

Revelstoke Capital Partners

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

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 Jen Platt at jennifer.platt@pei.group.

All times are listed in Eastern Time (ET)

Day 1 Day 2
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Agenda

Day 1 - Tuesday 4th

08:00 - 09:00

Registration – breakfast

Plenary
09:00 - 09:10

PEI welcome

09:10 - 09:15

Chair’s welcome

Noah Becker

Noah Becker, Chief Financial Officer, LLR Partners

A speaker photo for Noah Becker

Noah Becker

Chief Financial Officer, LLR Partners

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09:15 - 10:05

Keynote interview

Michael S. Chae, Vik Sawhney

We are honored to welcome Blackstone’s Michael S. Chae, Chief Financial Officer and Vik Sawhney, Chief Administrative Officer & Global Head of Institutional Client Solutions for a keynote interview.

In this pivotal session, Michael and Vik will delve into the current economic landscape, providing a comprehensive analysis tailored for today’s CFOs, COOs and senior finance executives.

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

Michael S. Chae, Sr. Managing Director & Chief Financial Officer, Blackstone  
Vik Sawhney, Chief Administrative Officer & Global Head of Institutional Client Solutions, Blackstone

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Michael S. Chae

CFO, SMD, Blackstone

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A speaker photo for Vik Sawhney

Vik Sawhney

Chief Administrative Officer, Blackstone

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10:05 - 10:45

Data Debrief: Trends Driving Focused Forecasting, Benchmarking Breakthroughs - and What They Mean for the Future of Private Funds

Deirdre O’Connor, William Andreoni

Reviewing in-depth people, planning and process data from PEI Group’s 2025 Private Funds Annual CFO Insights Survey, our panel of industry leading executive panelists will breakdown how this essential research can and should shape the future of your firm, inform your strategies – and rewrite the landscape of private funds as we now know it. 

Speakers:
Deirdre O’Connor, Chief Financial Officer and Senior Managing Director, Cerberus Capital Management
William Andreoni, National Asset Management Consulting Leader I Fund Services & Co-Lead, RSM US

A speaker photo for Deirdre  O’Connor

Deirdre O’Connor

Chief Financial Officer & Senior Managing Director, Cerberus Capital Management

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A speaker photo for William Andreoni

William Andreoni

Partner, Asset Management Financial Consulting Leader, RSM

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10:45 - 11:15

Networking break

State of the industry fireside chats
11:25 - 11:45

Part 1 | Understanding where the regulatory environment is heading

Norm Champ, Henry Ward

Three part series of 20 minute informal interview-style sessions highlighting representatives from top firms and will provide attendees with advice for weathering thorough an evolving industry.

Join us for an insightful discussion with Norm Champ the former Director of the Division of Investment Management at the U.S. Securities and Exchange Commission (SEC). In this exclusive interview, we will delve into how investment firms can stay ahead of regulatory changes and build robust compliance programs.

Key Topics Include:

  1. Anticipating SEC Developments: Gain expert insights on emerging trends and potential regulatory shifts from the SEC. Discover strategies for firms to proactively adapt to new rules and expectations, ensuring they remain compliant and competitive in a dynamic regulatory environment.
  2. Building a Successful Compliance Program: Learn about the essential components of a strong compliance program. Explore best practices for designing and implementing effective compliance frameworks that not only meet regulatory requirements but also foster a culture of integrity and accountability.

Speaker: Norm Champ, Former Director of the Division of
Investment Management, U.S. Securities and Exchange Commission
Moderator: Henry Ward, CEO & Co-Founder, Carta

A speaker photo for Norm Champ

Norm Champ

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

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A speaker photo for Henry Ward

Henry Ward

CEO & Co-Founder, Carta

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11:45 - 12:05

Part 2 | Driving Success Through Human Capital: Strategies for the Private Funds Industry

Matthew Breitfelder, Henry Ward

Three part series of 20 minute informal interview-style sessions highlighting representatives from top firms and will provide attendees with advice for weathering thorough an evolving industry.

This interview will offer a rare opportunity to hear directly from one of the leading voices in human capital strategy and gain practical insights that can help shape the future of talent management in private funds. Whether you’re looking to build a more inclusive culture, adopt data-driven practices, or improve your firm’s talent retention, this conversation will provide actionable takeaways to help your firm excel in the competitive private funds sector.

Key Topics Include:

  • Current Trends in Recruitment and Retention
  • Building an Innovative and Inclusive High-Performance Culture
  • Leveraging Data-Driven Approaches to Human Capital

Speaker: Matthew Breitfelder, Partner and Global Head of Human Capital, Apollo Global Management
Moderator: Henry Ward, CEO & Co-Founder, Carta

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Matthew Breitfelder

Partner, Global Head of Human Capital, Apollo

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Henry Ward

CEO & Co-Founder, Carta

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12:05 - 12:25

Part 3

Henry Ward

Moderator: Henry Ward, CEO & Co-Founder, Carta

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Henry Ward

CEO & Co-Founder, Carta

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12:25 - 01:25

Networking luncheon

Breakout panels with peer-to-peer workshops
13:30 - 14:30

How It Works

Ever wish you could delve into a panel’s discussion topics with your peers – or the panelists themselves – while they’re still at the top of your mind and the tip of your tongue? In these uber-interactive breakout sessions, you get to do both!  

Choose from 5 different deep dive topic options for a dynamic panel discussion on stage, followed by panelist-led small group brainstorms and breakdowns of panel subtopics.  

These interactive sessions end with the panelists reporting back to the larger audience so everyone may benefit from the knowledge shared amongst the smaller groups during their peer-to-peer workshops

13:30 - 14:30

Track A | Power Prep: Exploring New Tactics for Present Day SEC Exam | Peer-to-Peer Compliance Workshop

Jon Franke, Alan Chen, Mona Laungani
  • SEC priorities are constantly changing year to year – are you keeping up? We’ll unpack the 2025 exam’s most pressing priorities
  • An audit can happen anytime and constant, diligent prep is key –  learn how to decipher which best practices ensure your firm’s exam readiness  – at all times
  • The keys to navigating reoccurring exam themes of recent years

Speakers:
Jon Franke, Partner, Rubicon Technology Partners
Alan Chen, Chief Compliance Officer and Associate Counsel, IPI
Mona Laungani, Managing Director & Chief Financial Officer, J.C. Flowers

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Jon Franke

Partner, Rubicon Technology Partners

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A speaker photo for Alan Chen

Alan Chen

Chief Compliance Officer & Associate Counsel, IPI

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A speaker photo for Mona Laungani

Mona Laungani

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

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13:30 - 14:30

Track B | Beyond the Buzz: Tailoring your Tech Stack for Agility, Velocity, and True Value | Peer-to-Peer Tech Stack Workshop

Matt Norris, John Polis, Matt Whelan
  • Trial and error: when is it the right time to investigate new vendors and solutions?
  • What tech solutions are firms turning to as workloads increase with limited resources?
  • Determining key considerations for costs, risks and characteristics of providers to quickly (but safely) find your firm’s footing in a rapidly evolving market

Speakers:
Matthew Norris, Senior Partner, Chief Financial Officer & Chief Compliance Officer, The Edgewater Funds
John Polis, Chief Operating Officer & Chief Technology Officer, Star Mountain Capital
Matt Whelan, Partner & Chief Financial Officer, Atlas Venture

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Matt Norris

Senior Partner, Chief Financial Officer & Chief Compliance Officer, The Edgewater Funds

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A speaker photo for John  Polis

John Polis

COO and CTO, Star Mountain Capital

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A speaker photo for Matt Whelan

Matt Whelan

CFO & Managing Director, Finance Group, Gryphon Investors

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13:30 - 14:30

Track C | Data Driven, Future Facing: Keeping up with the Accelerated Evolution of Firmwide Data Management | Peer-to-Peer Data Management Workshop

Joann Barsky, Dina Colombo, Brad Pietras
  • New approaches to developing data repositories, collecting diverse, accurate, timely data across your firm, and ensuring the value of collected data
  • Exploring new, non-traditional uses for precise, informed data-driven decisions across your firm
  • How to better take advantage of AI’s increasingly significant role in data management

Speaker:
Joann Barsky, Head of Finance and Operations, Townhall Ventures
Dina Colombo, Partner, COO & CFO, GreyLion Partners
Brad Pietras, Director of Finance, Level Equity

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Joann Barsky

Head of Finance and Operations, Town Hall Ventures

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A speaker photo for Dina Colombo

Dina Colombo

CFO/COO, GreyLion Capital

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A speaker photo for Brad Pietras

Brad Pietras

Director of Finance, Level Equity

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13:30 - 14:30

Track D | Bigger, Bolder, Better: Scaling your firm as private markets evolve | Peer-to-Peer Data Scaling Workshop

Eric Lazear, Sandi Kim-Suk
  • How does scaling differ between asset classes – and what operational strategies can be learned and applied from those outside your class?
  • How does a firm balance resourcing and staffing to solve immediate needs while having a strategic mindset for future growth?
  • Investor inquires: what do new and existing investors want to see from firms as they scale?

Speaker:
Eric Lazear, Deputy COO / Head of Operational Risk Due Diligence, Titan Advisors
Sandi Kim-Suk, Chief Financial Officer and Chief Administrative Officer, Engine No. 1

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Eric Lazear

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

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A speaker photo for Sandi Kim-Suk

Sandi Kim-Suk

Chief Financial Officer and Chief Administrative Officer, Engine No. 1

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13:30 - 14:30

Track E | Carried Interest 2025: Building credible & creative carried interest programs for the Now & Next Generations | Peer-to-Peer Carried Interest Workshop

Tara O'Grady, Berat Rifati, LeAnn Kilarski
  • How to find the right vesting structure and allocation methods for your firm
  • Deciphering the best time to make changes to an existing carry program
  • What are millennials & gen-z expecting from carry & how does it differ from other generations at your firm?

Speakers
Tara O’Grady, Chief Financial Officer, Paceline Equity Partners
Berat Rifati, Chief Financial Officer & Chief Compliance Officer, Heartwood Partners
LeAnn Kilarski, Chief Operating Officer, Entrepreneurial Equity Partners

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Tara O'Grady

Chief Financial Officer, Paceline Equity Partners

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A speaker photo for Berat Rifati

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

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A speaker photo for LeAnn Kilarski

LeAnn Kilarski

Chief Operating Officer, Entrepreneurial Equity Partners

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Now, New, Next: Future Facing Panel Discussions
14:35 - 15:25

How It Works

Choose from 4 top of mind topic options, as diverse groupings of the brightest minds in the business openly discuss their journeys, pitfalls, and victories while designing the essential blueprint for their firm’s future – and the lessons they’ve learned along the way. Forget the crystal ball – this is an IRL look at what’s to come. 

Interactive audience Q&A throughout- so don’t forget to submit questions ahead of time via the event app – or be bold and raise your hand to get the discussion going live as we pass the mic around! 

14:35 - 15:25

Track A | Collaborations that Click: Aligning with Portfolio Companies though Values & Future-Facing Vision

Tracy Pizzi, Katherine Gomer, Alexandria Fisk
  • How to define and strengthen your role as a CFO and COO in portfolio collaborations
  • Establishing proper KPIs and performance metrics for a diverse set of portfolio companies
  • Determining the best solutions and tech tools for the crucial exchange of data with portfolio companies

Speakers:
Tracy Pizzi, Partner, Yellow Wood Partners
Katherine Gomer, COO & Managing Director, Maverick Ventures
Alexandria Fisk, Chief Operating Officer, Casdin Capital

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Tracy Pizzi

Partner, Yellow Wood Partners

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A speaker photo for Katherine Gomer

Katherine Gomer

COO & Managing Director, Maverick Ventures

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A speaker photo for Alexandria Fisk

Alexandria Fisk

Chief Operating Officer, Casdin Capital

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14:35 - 15:25

Track B | War Games: Battling & Beating the Cybersecurity Risks of the Now & Future

Gary Marshall, Joshua Gilbert, Eric Feldman
  • Exploring new ways of ensuring all firm employees are fully prepared for the latest risks & forecasted future of cyber-invasions
  • Learn how varied sizes of firms are firms handling off-channel communications
  • Portfolio company cyber protection & fully unpacking the GP’s fiduciary duty in 2025 and beyond

Speakers:
Gary Marshall, Director of Technology, Paine Schwartz Partners
Joshua Gilbert, CFO, Freestyle
Eric Feldman, Chief Information Officer, The Riverside Company

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Gary Marshall

Director of Technology, Paine Schwartz Partners

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Joshua Gilbert

CFO, Freestyle

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Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

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14:35 - 15:25

Track C | Bots, Buzz & the Brave New world: How AI is Transforming the Now & Future of Private Funds (*and what a CFO can actually do with it)

Drew Carl, Ayanna Clunis, Steve Sims, CFA
  • Getting started with current AI tools for risk assessment, processing financial data/valuation models, as well as investment discovery & deal sourcing
  • Will AI be used to optimize investment portfolios based on current market conditions?
  • How AI will be increasingly used to automate compliance processes – and what your firm can do to quickly adapt

Speaker: 
Drew Carl, Chief Accounting Officer, Hamilton Lane
Ayanna Clunis, Head of Operations, Partner, TPG Global
Steve Sims, Chief Operating Officer and Chief Compliance Officer, Braemont

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Drew Carl

Managing Director & Chief Accounting Officer, Hamilton Lane

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A speaker photo for Ayanna  Clunis

Ayanna Clunis

Head of Operations, TPG

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A speaker photo for Steve Sims, CFA

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

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14:35 - 15:25

Track D | Getting Global: Navigating New & Next geographical Markets, Domiciles & the Foreign Waters of the Future

Steve Mlynar
  • The ins & outs of working with multinational providers & banks, cross-border fundraising tactics & regulatory impact when working in different domiciles
  • How firms are communicating their product offerings for LPS & Assessing client needs as client bases are diversifying
  • Weighing the risks, rewards and team preparation needed for potential pain points when venturing into the international market

Speaker:
Steve Mlynar, Senior Managing Director, CFO, Stonepeak
Karen McMonagle, Chief Financial Officer, Corsair Capital

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Steve Mlynar

Chief Financial Officer, Stonepeak

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15:25 - 15:55

Networking break

Executive Engagement Collaboratives
15:55 - 16:45

EEC A | Total Tax Deep-Dive: Navigating the Tax Trials, Tribulations & Effects of the 2024 Presidential Election

These GP-Only deep dive, closed door think tank discussions will be led by two subject matter experts from 2 different sides of the industry and interwoven with group exercise or collaborative problem solving as it pertains to the session topic. These unique breakout sessions are an incredible opportunity for truly transparent talks and takeaways you won’t want to miss.

  • The impact of the 2024 election on taxing on the fund and portfolio company level
  • Understanding tax efficiencies about fund structuring changes i.e., funding a GP commitment and waivers
15:55 - 16:45

EEC B | CFOverload: Successfully Managing Today’s Compliance Workload

Fang Fang Fu

These GP-Only deep dive, closed door think tank discussions will be led by two subject matter experts from 2 different sides of the industry and interwoven with group exercise or collaborative problem solving as it pertains to the session topic. These unique breakout sessions are an incredible opportunity for truly transparent talks and takeaways you won’t want to miss.

  • How are you keeping your financial records in place – Are there different needs to meet compliance protocols?
  • At varied firms’ stages and AUM parameters, what are you most concerned with?
  • Managing & Preparing for the Future of the dual hatted CFO/CCO

Facilitator:
Fang Fang Fu, CFO, Turnspire Capital Partners

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Fang Fang Fu

Chief Financial Officer, Turnspire Capital Partners

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15:55 - 16:45

EEC C | The Ins & Outs of Mastering Modern-Day Investor Reporting

Jeffrey Gilbert

These GP-Only deep dive, closed door think tank discussions will be led by two subject matter experts from 2 different sides of the industry and interwoven with group exercise or collaborative problem solving as it pertains to the session topic. These unique breakout sessions are an incredible opportunity for truly transparent talks and takeaways you won’t want to miss.

  • Understanding LP reporting expectations & aligning current reporting timelines with regulatory pressures
  • What do varied types of investors expect? (i.e., institutional investor, individual investor, etc.)
  • Facing requests for additional information outside of reports

Facilitators:
Jeffrey Gilbert, Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

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Jeffrey Gilbert

Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

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15:55 - 16:45

EEC D | Staying Ahead: Exploring New Methods of Management for the CFO

Mark Feirman

These GP-Only deep dive, closed door think tank discussions will be led by two subject matter experts from 2 different sides of the industry and interwoven with group exercise or collaborative problem solving as it pertains to the session topic. These unique breakout sessions are an incredible opportunity for truly transparent talks and takeaways you won’t want to miss.

  • How to better organize your firm’s management fees and expenses
  • Where firms are currently allocating cash & and how to budget efficiently to keep the firm afloat
  • Get the download on the benefits of various fund types as a manager

Facilitator:
Mark Feirman, CFO and Partner, Cross Rapids Capital LP

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Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

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Plenary
16:50 - 17:40

Vendor Voices: Adaptation, Agility & The Current Landscape of Private Funds

This in-depth panel discussion will bring together a diverse group of experts hailing from the industry’s most innovative solution providers to share their unique insights & viewpoints on the state of Private Funds in 2025 – and far beyond. Join us for a frank, lively, future-facing panel discussion amongst those at the forefront of transformation, change and the rapid evolution taking place in the industry right now. Interactive audience Q&A to follow.

Speaker: Carrie McIntyre, CEO & Partner, Viridis

17:40 - 17:45

Closing remarks

End of Day One
17:45 - 18:45

Cocktail reception

Agenda

Day 2 - Wednesday 5th

08:00 - 09:30

Breakfast

Private Funds CFO Network Membership Circle Breakfasts (Network members only)
08:15 - 08:55

Women

Karishma Chaudhary, Sheenam Chadha

Delegates will enjoy breakfast at breakout sessions based on membership circle involvement.

Karishma Chaudhary, CFO, X10 Capital Management
Sheenam Chadha, Chief Financial Officer, Sandbrook Capital

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Karishma Chaudhary

CFO, X10 Capital Management

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Sheenam Chadha

Director of Finance, Sandbrook Capital

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08:15 - 08:55

Venture Capital

Delegates will enjoy breakfast at breakout sessions based on membership circle involvement.

Facilitator: Sunil Rao, COO, SVP, Finance, Plum Alley

08:15 - 08:55

Emerging Managers

Jesse Knapel

Delegates will enjoy breakfast at breakout sessions based on membership circle involvement.

Jesse Knapel, CFO & CCO, Prelude Growth Partners

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Jesse Knapel

CFO & CCO, Prelude Growth Partners

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08:15 - 08:55

Secondaries

Chaim Langer

Delegates will enjoy breakfast at breakout sessions based on membership circle involvement.

Facilitator: Chaim Langer, Managing Director, Goldman Sachs

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Chaim Langer

Chief Operating Officer, Vintage Funds, Goldman Sachs Asset Management

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Invite-only think tanks
09:00 - 09:50

CFO & COO Think Tank for Emerging Funds (GP only)

Vijay Maharaj, Katie Twomey

Delegates will have the opportunity to break into think tank sessions by job function to discuss what is keeping them up and night and to share best practices for addressing those problems. Designed to facilitate candid discussion, the closeddoor session for senior finance and operations professionals will top of mind issues and challenges impacting their firms today.

Facilitator: Vijay Maharaj, Chief Financial Officer & Chief Compliance Officer, Falcon Point Partners
Katie Twomey, Vice President of finance & Operations, Illumen

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Vijay Maharaj

CFO, CCO, FalconPoint Capital Partners

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Katie Twomey

Senior Vice President of Finance & Operations, Illumen Capital

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09:00 - 09:50

CFO & COO Think Tank for Established Funds (GP only)

Kevin Slaton, Jill Lampert

Delegates will have the opportunity to break into think tank sessions by job function to discuss what is keeping them up and night and to share best practices for addressing those problems. Designed to facilitate candid discussion, the closed door session for senior finance and operations professionals will top of mind issues and challenges impacting their firms today.

Facilitators: Kevin Slaton, Chief Financial Officer, Insight Equity
Jill Lampert, Chief Financial & Administrative Officer, NPG Energy Capital Management

A speaker photo for Kevin	 Slaton

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

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A speaker photo for Jill Lampert

Jill Lampert

Chief Financial & Administrative Officer, NPG Energy

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09:00 - 09:50

Senior Finance & Operations Executive Think Tank (GP only)

Patty Nykodym, Lisa Dobrinsky

Delegates will have the opportunity to break into think tank sessions by job function to discuss what is keeping them up and night and to share best practices for addressing those problems. Designed to facilitate candid discussion, the closeddoor session for senior finance and operations professionals will top of mind issues and challenges impacting their firms today.

Facilitators: Patty Nykodym, Chief Financial/Chief Compliance Officer, FFL Partners
Lisa Dobrinsky, Vice President, Two Sigma

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Patty Nykodym

Chief Financial Officer & Chief Compliance Officer, FFL Partners

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Lisa Dobrinsky

Vice President, Two Sigma

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Plenary
10:00 - 10:05

Chair’s opening remarks

Noah Becker, Chief Financial Officer, LLR Partners

10:05 - 10:50

Keynote interview

Catherine Addona Pena, Chief Risk Officer, Nasdaq

10:50 - 11:20

Networking break

Professional Development Workshops
11:20 - 12:05

Track A | Leveling Up: Leveraging the Power of Leadership

Alice Mann

These sessions are designed to provide insights and tips for individual success in their roles and how to best support their firms.

  • Defining leadership and what it means to be a leader in today’s working world
  • Understanding where and when to voice your opinions
  • Team building & striking a balance between creating independent and collaborative team members

Facilitator:
Alice Mann, Founder and Managing Partner, Mann Partners

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Alice Mann

Founder and Managing Partner, Mann Partners

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11:20 - 12:05

Track B | Powering through Project Management

These sessions are designed to provide insights and tips for individual success in their roles and how to best support their firms.

  • How are CFOs staying on top of their workloads & prioritizing tasks?
  • Delegating work amongst team and firm members & ensuring work assigned to other teams is accomplished
  • How to be adaptable throughout a project life cycle & identifying the right time to take on a new project
11:20 - 12:05

Track C | Supporting and aligning with next generation talent

Caroline Young

These sessions are designed to provide insights and tips for individual success in their roles and how to best support their firms.

  • Adjusting to culture changes when employing younger people (i.e., communication styles, working environments, etc.)
    • How to re-establish a culture?
    • Getting an understanding of employee expectations before it’s too late
  • What can CFOs do to coach and mentor junior colleagues?

Facilitator:
Caroline Young, Founder, Craftsbury Consulting

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Caroline Young

Founder, Craftsbury Consulting

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11:20 - 12:05

Track D | Channeling New Methods of Change Management

These sessions are designed to provide insights and tips for individual success in their roles and how to best support their firms.

  • Understanding your audience: tailoring messages to different stakeholders
  • Defining key performance indicators (KPIs) for success
  • Managing conflict: turning challenges into opportunities
Now, New, Next: Fund & Cash Strategies Future Facing Panel Discussions
12:10 - 13:00

Choose from 4 top of mind topic options, as diverse groupings of the brightest minds in the business openly discuss their journeys, pitfalls, and victories while they discuss their approaches to implementing new fund types and accessing cash in today’s market – and the lessons they’ve learned along the way. Forget the crystal ball – this is an IRL look at what’s to come. 

Interactive audience Q&A throughout- so don’t forget to submit questions ahead of time via the event app – or be bold and raise your hand to get the discussion going live as we pass the mic around!

12:10 - 13:00

Track A | Market Overview: Secondaries in 2025 & Beyond

Mike Witkowski, Blake Bennett
  • Understanding the demand for this fund type in the market & what steps to take when launching a first-time secondaries fund
  • What is the regulatory perspective on traditional and GP led secondaries?
  • Assessing valuation strategies and methods in light implementing new fund vehicles

Speaker:
Mike Witkowski
, CFO and Partner, Primary Venture Partners
Blake Bennett, Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

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Mike Witkowski

CFO & Partner, Primary Venture Partners

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Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

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12:10 - 13:00

Track B | The Lowdown on NAV loans

Aaron Simkovich, Joshua Cherry-Seto
  • How are LP proceeds used and reinvested back into the portfolio or used to create a synthetic distribution?
  • How mitigate some of the concerns around the use of NAV loans
  • Getting greater transparency from potential and existing managers

Speakers:
Aaron Simkovich, Managing Director & Chief Financial Officer, Maranon Capital, L.P.
Joshua Cherry-Seto, Partner, CFO, StartUp Health

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Aaron Simkovich

Managing Director & Chief Financial Officer, Maranon Capital

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Joshua Cherry-Seto

Partner & CFO, StartUp Health

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12:10 - 13:00

Track C | Exploring Emerging Trends in Subscription Line Lending

Kyle Wool, Ommer Chohan, Béla Schwartz
  • What is the demand and availability in the market for subscription lines?
  • What liquidity challenges does the investors face as a result of the less frequent, but significantly larger, capital calls?
  • What effects subscription line lending can have on reported fund performance figures

Speaker:
Kyle Wool, Chief Financial Officer, Energy Impact Partners
Ommer Chochan, CFO, Atlas Venture
Bela Schwartz, Chief Financial Officer, The Riverside Company

A speaker photo for Kyle Wool

Kyle Wool

Chief Financial Officer, Energy Impact Partners

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A speaker photo for Ommer Chohan

Ommer Chohan

Chief Financial Officer

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A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

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12:10 - 13:00

Track D | Launching a First-Time Private Credit Investment Strategy

Jamison Davis, CFA
  • What steps to take when launching a first-time private credit fund
  • Establishing fee amounts and structures & lifecycle considerations
  • Assessing valuation strategies and methods in light implementing new fund vehicles

Speaker:
Jamison Davis, Chief Financial Officer, Bow River Capital

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Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

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13:00 - 14:00

Networking luncheon

Carousel Discussions
14:10 - 15:30

Carousel 1 | Optimizing your finance team for emerging funds

Michaele Gobel

Following our popular roundtable and think tank formats, peers will sit down at tables to determine best practices on specific topics and their sharing ideas. At the end of the session, each table will report back to the whole room on their finalized approaches to addressing their challenges.

  • Trial and error: how are you establishing the best processes and procedures to drive success?
  • What tasks should and can be outsourced?
  • Determining when it’s time to expand the team internally

Room Facilitator: Michaele Gobel, CFO, Equilibrium

A speaker photo for Michaele Gobel

Michaele Gobel

CFO, Equilibrium Capital

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14:10 - 15:30

Carousel 2 | Optimizing your finance team for established funds

Jason Kaslow

Following our popular roundtable and think tank formats, peers will sit down at tables to determine best practices on specific topics and their sharing ideas. At the end of the session, each table will report back to the whole room on their finalized approaches to addressing their challenges.

  • Trial and error: how are you establishing the best processes and procedures to drive success?
  • What tasks should and can be outsourced?
  • Determining when it’s time to expand the team internally

Room Facilitator: Jason Kaslow, Chief Financial & Chief Compliance Officer, Tiger Infrastructure Partners

A speaker photo for Jason Kaslow

Jason Kaslow

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

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14:10 - 15:30

Carousel 3 | Addressing fundraising in today’s economy for emerging funds

Aaron Chan

Following our popular roundtable and think tank formats, peers will sit down at tables to determine best practices on specific topics and their sharing ideas. At the end of the session, each table will report back to the whole room on their finalized approaches to addressing their challenges

  • Is the fundraising market slowing down and what can the finance team do to elevate the fundraising journey and process across the firm?
  • Using existing and predictive data to make sharper decisions
  • Building prosperous relationships with banks and lenders & the impact global affairs have on the private market fundraising environment (i.e., U.S. presidential election, global conflict, inflation, regulatory scrutiny, etc.)

Room Facilitator: Aaron Chan, Chief Financial Officer, Enlightened Hospitality Investments

A speaker photo for Aaron Chan

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Read bio
14:10 - 15:30

Carousel 4 | Addressing fundraising in today’s economy for established funds

Following our popular roundtable and think tank formats, peers will sit down at tables to determine best practices on specific topics and their sharing ideas. At the end of the session, each table will report back to the whole room on their finalized approaches to addressing their challenges.

  • Is the fundraising market slowing down and what can the finance team do to elevate the fundraising journey and process across the firm?
  • Using existing and predictive data to make sharper decisions
  • Building prosperous relationships with banks and lenders & the impact global affairs have on the private market fundraising environment (i.e., U.S. presidential election, global conflict, inflation, regulatory scrutiny, etc.)
15:30 - 16:00

Networking break

Plenary
16:00 - 16:50

New Faces of Finance 2025

The private markets industry is embracing a younger, more diverse talent pool. This session will feature CFOs and COOs who have been recognized in our Private Funds CFO 2025 New Faces of Finance list. We’ll dive into topics such as:

  • Major accomplishments they’ve been crucial in bringing about at their firms
  • How to approach leadership and innovation as younger professionals
  • What it takes to become a future leader in private funds finance
16:50 - 17:00

Closing remarks and End of conference

2025 Speakers

Contact Jen Platt at jennifer.platt@pei.group for 2025 speaking opportunities.

William Andreoni

Partner, Asset Management Financial Consulting Leader, RSM

Joann Barsky

Head of Finance and Operations, Town Hall Ventures

Noah Becker

Chief Financial Officer, LLR Partners

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Matthew Breitfelder

Partner, Global Head of Human Capital, Apollo

Drew Carl

Managing Director & Chief Accounting Officer, Hamilton Lane

Sheenam Chadha

Director of Finance, Sandbrook Capital

Michael S. Chae

CFO, SMD, Blackstone

Norm Champ

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

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Karishma Chaudhary

CFO, X10 Capital Management

Ommer Chohan

Chief Financial Officer, Atlas Venture

Alan Chen

Chief Compliance Officer & Associate Counsel, IPI

Joshua Cherry-Seto

Partner & CFO, StartUp Health

Ayanna Clunis

Head of Operations, TPG

Dina Colombo

CFO/COO, GreyLion Capital

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Lisa Dobrinsky

Vice President, Two Sigma

Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

Eric Feldman

Eric Feldman

Chief Information Officer, The Riverside Company

Alexandria Fisk

Chief Operating Officer, Casdin Capital

Jon Franke

Partner, Rubicon Technology Partners

Fang Fang Fu

Chief Financial Officer, Turnspire Capital Partners

Jeffrey Gilbert

Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

Joshua Gilbert

CFO, Freestyle

Michaele Gobel

CFO, Equilibrium Capital

Katherine Gomer

COO & Managing Director, Maverick Ventures

Jun Isoda

Partner and Chief Financial Officer, Siguler Guff

Jason Kaslow

Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners

LeAnn Kilarski

Chief Operating Officer, Entrepreneurial Equity Partners

Sandi Kim-Suk

Chief Financial Officer and Chief Administrative Officer, Engine No. 1

Jesse Knapel

CFO & CCO, Prelude Growth Partners

Kristen Laguerre

Partner, Finance & Operation, MPM BioImpact

Jill Lampert

Chief Financial & Administrative Officer, NPG Energy

Chaim Langer

Chief Operating Officer, Vintage Funds, Goldman Sachs Asset Management

Mona Laungani

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

Eric Lazear

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

Vijay Maharaj

CFO, CCO, FalconPoint Capital Partners

Alice Mann

Founder and Managing Partner, Mann Partners

Gary Marshall

Director of Technology, Paine Schwartz Partners

Steve Mlynar

Chief Financial Officer, Stonepeak

Matt Norris

Senior Partner, Chief Financial Officer & Chief Compliance Officer, The Edgewater Funds

Patty Nykodym

Chief Financial Officer & Chief Compliance Officer, FFL Partners

Deirdre O’Connor

Chief Financial Officer & Senior Managing Director, Cerberus Capital Management

Tara O'Grady

Chief Financial Officer, Paceline Equity Partners

Brad Pietras

Director of Finance, Level Equity

Tracy Pizzi

Partner, Yellow Wood Partners

John Polis

COO and CTO, Star Mountain Capital

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

Vik Sawhney

Chief Administrative Officer, Blackstone

Béla Schwartz

CFO, The Riverside Company

Aaron Simkovich

Managing Director & Chief Financial Officer, Maranon Capital

Steve Sims, CFA

Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Katie Twomey

Senior Vice President of Finance & Operations, Illumen Capital

Henry Ward

CEO & Co-Founder, Carta

Matt Whelan

CFO & Managing Director, Finance Group, Gryphon Investors

Mike Witkowski

CFO & Partner, Primary Venture Partners

Kyle Wool

Chief Financial Officer, Energy Impact Partners

Caroline Young

Founder, Craftsbury Consulting

Connect with CFOs, COOs and their teams

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

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

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

2025 sponsors


Hilton Midtown, New York
1335 6th Ave, New York, NY 10019

All conference sessions will take place at the Hilton Midtown, New York.

Book a room

Where CFOs, COOs and CCOs connect, learn and grow

Value that extends beyond the event

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

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

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

Expand your private funds Network

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

CFOs-focused professional development

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

Stay up-to-date on industry strategies

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

Discover the top CFO Network

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

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


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


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

 


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

 

 

 

 

Better connections with the Private Funds CFO Network

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

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

Our Network makes decisions that shape markets

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


Stay connected with the top CFO community

Kevin Gasque

Partner, COO, CFO and CCO, Greycroft

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

Read full testimonial

Michaele Gobel

Chief Financial Officer, Equilibrium

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

Read full testimonial

2025 Advisory Board

Contact Jen Platt at jennifer.platt@pei.group for 2025 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 22nd annual forum, and be sure to secure your place when you’re ready.
We hope to see you in New York City in February.