Driving innovation in the private markets back office

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 the two days of unrivalled networking and content 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

Joining the New York Forum is more than just the event day. You will be connected to peers year-round through the Private Funds CFO Network.

Join with your team of senior executives

Join us

2024 keynote speakers included:

American Investment Council’s President and CEO gave an exclusive interview as he looked at the state of private equity and what was to come in the year ahead. Topics of discussion included:

  • His position on the SEC’s biggest regulatory proposal imposed in years
  • 2024 initiatives coming from American Investment Council
  • The state of private equity and how it is becoming more public facing
  • Government perspective on the industry
  • And more…

Drew Maloney
President and Chief Executive Officer
American Investment Council

Attendees heard straight from the FBI as they discussed their initiatives for financial risk management and prevention and learned to proactively detect and amend vulnerabilities against money laundering and future cyber-attacks.


Amit Kachhia-Patel
Assistant Special Agent in Charge, Cyber Program

Paul Roberts
Assistant Special Agent in Charge, Complex Financial Crimes Branch








Keynote speaker Meera Pandit , Executive Director, Global Market Strategist from J.P. Morgan Asset Management discussed these key topics:

  • Understanding current and future global economic markets
  • Analyzing the global economy’s impact on private equity
  • Navigating geopolitical concerns and implementing risk management strategies
  • And much more…

Meera Pandit
Executive Director, Global Market Strategist
J.P. Morgan Asset Management

Past speakers

View all speakers
View all speakers

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…

Read full testimonial

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

Past attendees include:

1315 Capital
Access Holdings Management
Activant Capital
Adit Ventures
Advent International
AIMPERA Capital Partners
Altriarch Capital Management
American Investment Council
Ariel Alternatives
Ariel Investments
ATP Life Science Ventures
Audax Group
Avista Capital Partners
Balbec Capital
Banneker Partners
Banner Management
Bernhard Capital
Bessemer Investors
Blue Owl Capital
Blue Wolf Capital
Braemont Capital
Bregal Investments
Brookfield Asset Management
CCMP Capital
Center Rock Capital
Clarion Capital
Cornell Capital

2024 Agenda

Download the 2024 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)

2024 Speakers

Contact Kellie Green at kellie.g@pei.group for 2025 speaking opportunities.

Joann Barsky

Head of Finance and Operations, Town Hall Ventures

Norm Champ

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

Jeffrey Gilbert

Chief Operating Officer & Chief Legal Officer, Carnelian Energy Capital

Joshua Gilbert

CFO, Freestyle

Katherine Gomer

COO & Managing Director, Maverick Ventures

Steve Mlynar

Chief Financial Officer, Stonepeak

Tracy Pizzi

Partner, Yellow Wood Partners

Matt Norris

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

Berat Rifati

Chief Financial Officer & Chief Compliance Officer, Heartwood Partners

John Teng

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

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.

2024 sponsors

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

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

Where successful CFOs connect

Better connections at the New York Forum

Attendees all gained a 12-month membership to the Private Funds CFO Network, a service designed to enhance the New York Forum networking experience.

Members can connect with peers throughout the year, set up pre-meetings with those attending the New York Forum, meet in-person on the day, or pick up a conversation after the conference. The Network also provides opportunity for extra CPE credits for you and your team across the year.

Unique insight

Access critical insight in member-only sessions at the New York Forum along with preferential rates to attend any event in the Private Funds CFO portfolio.


Find and connect with like-minded professionals facing similar challenges ahead of the Forum to maximize your event experience.

Continuous learning

Gain additional CPE credits throughout the year by attending qualifying online content that keeps you ahead of the game.

2025 Advisory Board

Contact Kellie Green at kellie.g@pei.group for 2025 speaking opportunities.

Jason Currier

Managing Director, Chief Financial Officer, Audax Private Equity

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