Shape the future for private fund CFOs and COOs

The Private Funds CFO Network’s West Coast Forum returns to San Francisco this September 20-21.

The Forum will connect you with private funds finance and operational leaders on the West Coast to discuss key topics that impact CFO and COO roles and build valuable relationships.

Buy your Private Funds CFO Network membership today and join us at the West Coast Forum this September.

Bring your team of senior executives and save | CPE credits available

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Why West Coast Forum?

Expand your network with West Coast peers

Connect with the elite crowd of private fund CFOs and COOs in designated networking sessions and small group meetings to discuss common challenges and best solutions that help improve finance and operations efficiency.

Understand what matters most to your role

Gain actionable insight at sessions targeted to your firm size and role. Join senior finance and operations professionals to explore the best solutions that talk directly to your unique circumstances.

Year-round intelligence and networking

Secure your Private Funds CFO Network membership to attend the West Coast Forum and stay connected year-round with peers you meet at the conference. Learn more.

2023 agenda highlights

The 2023 agenda was built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provide relevant information to impact processes and practices within firms, such as:

  • Maintaining LP relationships: how to fundraise when you’re not fundraising
  • Assembling a robust technology infrastructure
  • The dynamic challenges of fund finance amidst bank turmoil and a high interest rate environment
  • How to seize opportunities when the labor market opens up
  • Managing through growth & scaling firm operations

Download the agenda

2023 Featured speakers

View all speakers
View all speakers

2022 attendees included:

5AM Ventures
ACME Capital
Alpine Investors
American Family Ventures
Angeles Equity Partners
ARC Financial
Ashcroft Capital
B Capital Group
Backstop Solutions
Bow River Capital
Brightwood Capital Advisors
Caltius Structured Capital
Calvert Street Capital Partners
CAZ Investments
Eclipse Ventures
EIG Global Energy Partners
ElmTree Funds
Energy Impact Partners
Equilibrium
eShares
FactSet Research
FFL Partners
Francisco Partners Consulting
Freeman Spogli & Co.
Fundamental Advisors
Genesys Capital
Genstar Capital
Glynn Capital Management
Goldman Sachs
HGGC
K1 Investments
Knox Lane
Landmark Partners
Laramar Group
Linden Capital Partners
Linden Capital Partners
Mainsail Partners
Maranon Capital
MiddleGround Capital
NGP Capital
Northpond Ventures
Nosara Capital
Pacific Investment Management Company
Pantheon
Peak Rock Capital
Pfingsten Partners
Pine Brook Road Advisors
PowerPlant Partners
Prysm Capital
Qwest Investment Fund Management
Rhone Group
Rose Park Advisors
Sorenson Capital
Strattam Capital
Sumeru Equity Partners
The Cynosure Group
TMV
Transformation Capital Partners
Tribeca Venture Partners
True Wind Capital Management
Veleta Capital
VMG Partners
WestBridge Capital
White Wolf Capital

What our attendees say about the West Coast Forum

Kristine O'Connor

Franklin Park

The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…

Read full testimonial

Joseph Riley

Psilos Group

This is the premier event for CFOs and COOs in private equity. I love the ability to see/hear peers and industry leaders in one event

Jesse M Burwell

RLJ Equity Partners LLC

The event is great for networking and discussing and discovering best practices for PE CFOs.

2023 Agenda

Download the agenda to see the timely and relevant topics that will be covered at this year’s Forum.

What’s new for 2023?

  • “CFO as a strategic visionary” keynote panel: featuring influential CFOs discussing how you can drive your firm forward
  • Breakout sessions by AUM: specialized sessions for CFOs & COOs of firms under $4 billion and over $4 billion AUM for discussions relevant to you
  • Focused think tank sessions: dedicated to your addressing your specific needs as an attendee from a private equity or venture capital firm
  • Interactive peer-to-peer workshops: hosted on both days to promote active discussion and problem-solving

If you are interested in a speaking role for 2023 please contact contact Kellie Green at kellie.g@pei.group.

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 20th

Registration
08:00 - 08:45

Registration - breakfast

PEI Welcome
08:45 - 08:50

PEI welcome & chairperson's welcome

08:50 - 09:00

Private Fund CFO Membership survey presentation

Keynote interview
09:00 - 09:40

Keynote interview

Plenary session
09:40 - 10:30

Keynote panel - The CFO as a strategic visionary

Cesar Estrada, Lauren Dillard, Chris Iorillo
  • Working in tandem with the CEO to understand of the factors that impact firm strategy
  • Ensuring the right financial structures and processes are in place to support the firms strategic vision
  • Providing appropriate data and financial assessments to support and champion new ideas
  • Suggesting alternative courses of action based on financials and data to when needed
  • Being nimble in the face of rapid change

Moderator:
Cesar Estrada, Private Markets Segment Head, Arcesium

Panelists:
Lauren Dillard, Senior Managing Director & Chief Financial Officer, Vista Equity Partners
Chris Iorillo, Chief Financial, Legal & Compliance Officer, Freeman Spogli

A speaker photo for Cesar Estrada

Cesar Estrada

Private Markets Segment Head, Arcesium

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A speaker photo for Lauren Dillard

Lauren Dillard

Chief Financial Officer, Vista Equity Partners

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A speaker photo for Chris Iorillo

Chris Iorillo

Chief Financial, Legal & Compliance Officer, Freeman Spogli

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Networking coffee break
10:30 - 11:00

Networking coffee break

Plenary sessions
11:00 - 11:50

How to seize opportunities when the labor market opens up

David Ludwig
  • What are the relevant labor market trends that you should be keeping an eye on?
    • Will tighter credit conditions prompt layoffs?
    • Increasing quit rates even as job openings decline
  • Do you foresee changes in carry and incentives structures?
    • Is this still a key recruitment and retention tool?

Moderator:
David Ludwig, Reginal Director, Americas, EWM Global

A speaker photo for David Ludwig

David Ludwig

Regional Director, Americas, EWM Global

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12:00 - 12:50

The dynamic challenges of fund finance amidst bank turmoil and a high interest rate environment

Albert C. Tan
  • Investor sentiments about financing becoming more expensive and harder to come by
  • Are lenders feeling more cautious about issuing debt?
  • Access to subscription credit facilities, NAV financing and preferred equity with two large players (SVB and Signature) out.
  • Is there concern other providers are next?
  • Steps firms/finance teams can take in order to be proactive in future situations

Moderator:
Albert Tan, Partner and Co-Head of Fund Finance, Haynes Boone

A speaker photo for Albert C. Tan

Albert C. Tan

Partner and Co-Head of Fund Finance, Haynes Boone

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Networking luncheon
12:50 - 13:50

Networking luncheon

Breakout series I
14:00 - 14:50

Track A | Maintaining LP relationships: How to fundraise when you're not fundraising

Adam Childers, Eva Kiefer, Tom Pierce
  • How has CFO/COO involvement in the fundraising and investor relations evolved over the last several years
  • Relationship management and staying involved with your investors
  • Managing LP requests and communicating with current investors
  • Scenario modeling
  • What’s the role of the CFO in preparing for your next fundraiser?

Panelists:
Adam Childers,
Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.
Eva Kiefer,
CFO & CCO, Akira Impact
Tom Pierce, Partner, CFO, CCO, Sorenson Capital

A speaker photo for Adam Childers

Adam Childers

Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.

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A speaker photo for Eva Kiefer

Eva Kiefer

CFO & CCO, Akira Impact

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A speaker photo for Tom Pierce

Tom Pierce

Partner, CFO, CCO, Sorenson Capital

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14:00 - 14:50

Track B | Data management: sharpening insights throughout your fund lifecycle

Chris Sparenberg
  • Managing multiple data types and complex data projects
  • Efficient ways to manage data collection and stakeholder reporting
  • How can you use data to manage workstreams more effectively
  • How to leverage data for better decision making as it relates to –
    • ESG initiatives
    • Portfolio companies

Moderator:
Chris Sparenberg, Director, Commercial Strategy, S&P Global Market Intelligence

A speaker photo for Chris Sparenberg

Chris Sparenberg

Director, Commercial Strategy, S&P Global Market Intelligence

Read bio
Breakout panels with peer-to-peer workshops I
14:50 - 15:10

Panel A | Assembling a robust technology infrastructure for firms <$4B AUM

Ivor van Esch, Frank Hodas, Ryan Parker

During this 20-minute panel discussion, our expert speakers will share their experiences with assembling a robust technology infrastructure.

Moderator:
Johnny Minassian, Partner, Withum

Panelists:
Ivor van Esch, CFO & CCO, Knox Lane
Frank Hodas, Senior Vice President – Finance, Paladin Capital Group
Ryan Parker, Chief Financial Officer, Mercato

A speaker photo for Ivor  van Esch

Ivor van Esch

CFO and CCO, Knox Lane

Read bio
A speaker photo for Frank Hodas

Frank Hodas

Senior Vice President – Finance, Paladin Capital Group

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A speaker photo for Ryan Parker

Ryan Parker

Chief Financial Officer, Mercato

Read bio
15:10 - 15:50

Workshop A | Assembling a robust technology infrastructure for firms <$4B AUM

Ivor van Esch, Frank Hodas, Ryan Parker

During the workshop the audience will be broken into small groups for peer-to-peer discussions lead by our panelists above. Potential topics during these small group discussions are —

  • What are the key drivers for technology adoption at your firm?
    • investor expectations, response to new regulatory requirements, market volatility and the need for more data? Others?
  • What is the process for getting new technologies approved at smaller firms?
  • What types of technologies offer the most ROI for smaller firms?
  • What are typical budgets for new technologies at firms <4B AUM
    • What types of technologies do you prioritize when you have a limited budget?
  • Does your firm use artificial intelligence in any way or are you considering how to implement the use of AI at your firm?

 

A speaker photo for Ivor  van Esch

Ivor van Esch

CFO and CCO, Knox Lane

Read bio
A speaker photo for Frank Hodas

Frank Hodas

Senior Vice President – Finance, Paladin Capital Group

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A speaker photo for Ryan Parker

Ryan Parker

Chief Financial Officer, Mercato

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14:50 - 15:10

Panel B | Assembling a robust technology infrastructure for firms >$4B AUM

Tim Buchner , Ted Hill

During this 20-minute panel discussion, our expert speakers will share their experiences with assembling a robust technology infrastructure.

Moderator:
Tim Buchner, COO of Alpha for Private Markets, State Street

Panelists:
Ted Hill, General Partner and Chief Administrative Officer, B Capital Group

A speaker photo for Tim Buchner

Tim Buchner

COO of Alpha for Private Markets, State Street

Read bio
A speaker photo for Ted Hill

Ted Hill

General Partner and Chief Administrative Officer, B Capital Group

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15:10 - 15:50

Workshop B | Assembling a robust technology infrastructure for firms >$4B AUM

Tim Buchner , Ted Hill

During the workshop the audience will be broken into small groups for peer-to-peer discussions lead by our panelists above. Potential topics during these small group discussions are —

  • What are the key drivers for technology adoption at your firm?
    • investor expectations, response to new regulatory requirements, market volatility and the need for more data? Others?
  • What is the process for getting new technologies approved?
  • What types of technologies offer the most ROI?
  • What are typical budgets for new technologies at firms >4B AUM
    • What types of technologies do you prioritize when you have a limited budget?
  • Does your firm use artificial intelligence in any way or are you considering how to implement the use of AI at your firm?

 

A speaker photo for Tim Buchner

Tim Buchner

COO of Alpha for Private Markets, State Street

Read bio
A speaker photo for Ted Hill

Ted Hill

General Partner and Chief Administrative Officer, B Capital Group

Read bio
Networking coffee break
15:50 - 16:20

Networking coffee break

Think tanks
16:25 - 17:25

PE panel think tank (GP ONLY) | What’s keeping you up at night: Private Equity

Stella Ho
  • What are the top issues causing concern for today’s finance and operations executives?
    • Talent management, cybersecurity, compliance, and changing SEC regulation, interest rates, etc.

Facilitator:
Stella Ho, Partner, CFO & CCO, LightBay Capital

A speaker photo for Stella Ho

Stella Ho

Partner, CFO & CCO, LightBay Capital

Read bio
16:25 - 17:25

VC panel think tank (GP ONLY) | What’s keeping you up at night: Venture Capital

  • What are the top issues causing concern for today’s finance and operations executives?
    • Talent management, cybersecurity, compliance, and changing SEC regulation, interest rates, etc.
16:25 - 17:25

Service Provider think tank (SP ONLY) | What’s keeping you up at night: Service Providers

  • What are the top issues causing concern for today’s finance and operations executives?
  • Supporting clients through compliance, and changing SEC regulations
  • How can you support your clients during uncertain times?
Cocktail reception
17:30 - 18:30

Cocktail reception and end of day one

Agenda

Day 2 - Thursday 21st

Registration - breakfast
08:00 - 09:15

Registration - breakfast

Think tank
08:40 - 09:25

CFOs and COOs Think Tank (GP ONLY; invite only)

Designed to facilitate candid discussion, this closed-door session for CFOs and COOs targets the issues and challenges impacting your firm. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.

Designed to facilitate candid discussion amongst solution providers supporting the private equity industry, attendees will discuss how they are adapting to the current state of the market and supporting clients though uncertain times.

Opening remarks
09:30 - 09:35

Chairperson's opening remarks

Plenary session
09:35 - 10:15

Opening keynote interview - Managing through growth & scaling firm operations

Fred Ebrahemi

Join us to hear Fred Ebrahemi, Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group discuss his experiences as Clearlake grew from $1B vs. $70B AUM.  Fred will share tips for managing through growth, where they struggled as they grew, what he wished he’d know while they were scaling, and what successes he’s most proud of.

A speaker photo for Fred Ebrahemi

Fred Ebrahemi

Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group

Read bio
Breakout panels with peer-to-peer workshops II
10:20 - 10:40

Panel A (< $4B AUM) | Scaling up to 4B

Michaele Gobel, Brent Kelley, Kevin Neubauer, Brianna Wener

During this 20-minute panel discussion, our expert speakers will share their backgrounds and tips and tricks they learned while scaling their own firms

Panelists:
Michaele Gobel,
CFO, Equilibrium Capital
Brent Kelley, CFO and CCO, North Hudson Resource Partners
Kevin Neubauer, Partner,  Seward & Kissel
Brianna Wener, CFO, Avante Capital Partners

A speaker photo for Michaele Gobel

Michaele Gobel

CFO, Equilibrium Capital

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A speaker photo for Brent Kelley

Brent Kelley

CFO and CCO, North Hudson Resource Partners

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A speaker photo for Kevin Neubauer

Kevin Neubauer

Partner, Seward & Kissel

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A speaker photo for Brianna Wener

Brianna Wener

CFO, Avante Capital Partners

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10:40 - 11:20

Workshop A (< $4B AUM) | Scaling up to 4B

Michaele Gobel, Brent Kelley, Kevin Neubauer, Brianna Wener

During the workshop the audience will be broken into small groups for peer-to-peer discussions and the sharing of best practices and common challenges around scaling your firm up to 4B AUM. Potential topics during these small group discussions are —

  • How should we be structuring financial processes so we can scale when we’re ready?
  • How do you identify the efficiencies at your firm that will foster your ability for continued growth?
  • What inefficacies are you finding at your firm and hindering your ability to scale?
  • What are the most common hurdles the finance team faces as your firm grows?
  • How can the finance team better support the overall growth of the business?
  • As your firms grows how do you balance hiring more talent vs outsourcing non-business-essential functions?
  • Keeping up with more robust fundraising efforts
  • Does/will the use artificial intelligence come into play with your scaling efforts?
  • What are some of the common challenges when transitioning from a single fund model to multi-strategy?
A speaker photo for Michaele Gobel

Michaele Gobel

CFO, Equilibrium Capital

Read bio
A speaker photo for Brent Kelley

Brent Kelley

CFO and CCO, North Hudson Resource Partners

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A speaker photo for Kevin Neubauer

Kevin Neubauer

Partner, Seward & Kissel

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A speaker photo for Brianna Wener

Brianna Wener

CFO, Avante Capital Partners

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10:20 - 10:40

Panel B (> $4B AUM) | Scaling over 4B

Brandon Baudin, Brent Kelley, Nina Yoo

During this 20-minute panel discussion, our expert speakers will share their backgrounds and tips and tricks they learned while scaling their own firms

Panelists:
Brandon Baudin, Chief Financial Officer, The Sterling Group
Brent Kelley, CFO and CCO, North Hudson Resource Partners
Nina Yoo, Chief Financial Officer, Fengate Asset Management

A speaker photo for Brandon Baudin

Brandon Baudin

Chief Financial Officer, The Sterling Group

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A speaker photo for Brent Kelley

Brent Kelley

CFO and CCO, North Hudson Resource Partners

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A speaker photo for Nina Yoo

Nina Yoo

Chief Financial Officer, Fengate Asset Management

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10:40 - 11:20

Workshop B (> $4B AUM) | Scaling over 4B

Brandon Baudin, Brent Kelley, Nina Yoo

During the workshop the audience will be broken into small groups for peer-to-peer discussions and the sharing of best practices and common challenges around scaling your firm over 4B AUM. Potential topics during these small group discussions are —

  • How should we be structuring financial processes so we can scale when we’re ready?
  • How do you identify the efficiencies at your firm that will foster your ability for continued growth?
  • What inefficacies are you finding at your firm and hindering your ability to scale?
  • What are the most common hurdles the finance team faces as your firm grows?
  • How can the finance team better support the overall growth of the business?
  • As your firms grows how do you balance hiring more talent vs outsourcing non-business-essential functions?
  • Keeping up with more robust fundraising efforts
  • Does/will the use artificial intelligence come into play with your scaling efforts?
  • What are some of the common challenges when transitioning from a single fund model to multi-strategy?
A speaker photo for Brandon Baudin

Brandon Baudin

Chief Financial Officer, The Sterling Group

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A speaker photo for Brent Kelley

Brent Kelley

CFO and CCO, North Hudson Resource Partners

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A speaker photo for Nina Yoo

Nina Yoo

Chief Financial Officer, Fengate Asset Management

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Networking coffee break
11:20 - 11:50

Networking coffee break

Breakout series II
11:50 - 12:40

Track A: Private Equity | The CFO & COO role in supporting private equity portfolio companies

Carolyn Campbell, Kelly Cornelis, Michele Reing
  • How can CFOs and COOs add value on the portfolio company level when it comes to –
    • Creating a financial plan that will carry the business through future growth stages
    • Improving portfolio company gross margins without sacrificing value
    • Enhancing procurement strategies, negotiating with vendors, service providers, group purchasing, etc.
    • Implementing systems and tracking metrics that are critical for establishing valuations

Moderator:
Chris Aronis, Chief Revenue Officer, Drawbridge

Panelists:
Carolyn Campbell,
COO, ECP Private Equity
Kelly Cornelis, Partner & Chief Operating Officer, Lasalle Capital
Michele Reing, CFO, COO & CCO, LongRange Capital

A speaker photo for Carolyn Campbell

Carolyn Campbell

Managing Partner and COO, Emerging Capital Partners

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A speaker photo for Kelly Cornelis

Kelly Cornelis

Partner and Chief Operating Officer, LaSalle Capital

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A speaker photo for Michele Reing

Michele Reing

CFO, COO & CCO, LongRange Capital

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11:50 - 12:40

Track B: Venture Capital | The CFO & COO role in supporting venture capital portfolio companies

Katherine C. Gomer
  • How can CFOs and COOs add value on the portfolio company level when it comes to –
    • Creating a financial plan that will carry the business through future growth stages
    • Improving portfolio company gross margins without sacrificing value
    • Enhancing procurement strategies, negotiating with vendors, service providers, group purchasing, etc.
    • Implementing systems and tracking metrics that are critical for establishing valuations

Panelists:
Katherine Gomer, Chief Operating Officer, Maverick Ventures

A speaker photo for Katherine C. Gomer

Katherine C. Gomer

Chief Operating Officer, Maverick Ventures

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Plenary session
12:45 - 13:35

Cash & Risk Management: Lessons learned from a global pandemic and banking collapses

Jackie Dao, Matt Whelan, Bessie Wu
  • What have been your experiences with the SVB’s collapse and its ripple effect?
  • What’s your current thinking on sufficient cash reserves and agile cash flow management strategies?
  • Movement to larger banks and money market funds – long term trend or temporary strategy?
  • What are your comprehensive risk management strategies?
  • What have you learned these past few years about how you can pivot and adapt?

Speakers:
Jackie Dao, CFO, Reach Capital
Matt Whelan, CFO & Managing Director, Finance Group, Gryphon Investors
Bessie Wu, CFO and CCO, NewView Capital

A speaker photo for Jackie Dao

Jackie Dao

CFO, Reach Capital

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A speaker photo for Matt Whelan

Matt Whelan

CFO & Managing Director, Finance Group, Gryphon Investors

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A speaker photo for Bessie Wu

Bessie Wu

CFO and CCO, NewView Capital

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Luncheon and end of conference
13:35 - 13:40

Chairperson's closing remarks

13:45 - 14:45

Luncheon and end of conference

2023 Speakers

Contact Kellie Green at kellie.g@pei.group or call + 1 646 921 2557 | ext 205 for speaking opportunities.

Brandon Baudin

Chief Financial Officer, The Sterling Group

Brandon joined Sterling in 2018 as Chief Financial Officer. He is responsible for all financial management aspects of the firm, as well as advising the firm’s portfolio company CFOs on certain financial issues and transactions. Previously, Brandon wa… Read full bio

Tim Buchner

COO of Alpha for Private Markets, State Street

Tim Buchner is co-founder of Mercatus and COO of State Street Alpha for Private Markets. During his 20+ year career, Tim has helped both start-up and public companies to disrupt and create new markets and drive profitable growth, with leadership role… Read full bio

Carolyn Campbell

Managing Partner and COO, Emerging Capital Partners

Carolyn Campbell is an experienced executive and board director with over 25 years of investing in tech-enabled energy, financial services, and consumer/logistics businesses. Ms. Campbell is a managing partner of Emerging Capital Partners (ECP), a pr… Read full bio

Adam Childers

Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.

Adam Childers joined Quad-C Management in 2022 as the Chief Financial Officer and Chief Compliance Officer and is responsible for managing Quad-C's financial operations including fund administration, accounting and financial reporting, tax, financial… Read full bio

Kelly Cornelis

Partner and Chief Operating Officer, LaSalle Capital

Ms. Cornelis is a Partner and Chief Operating Officer at LaSalle Capital, a leading lower middle market buyout fund, and has been with the firm since 2005. Kelly is responsible for deal sourcing and execution, financial operations, portfolio manageme… Read full bio

Jackie Dao

CFO, Reach Capital

Jackie Dao, CPA joined Reach Capital as CFO in March 2021. Jackie manages all non-investment functions of the firm and its funds, spanning fundraising, treasury, portfolio valuations, investor relations, and annual tax/audit processes. She also overs… Read full bio

Lauren Dillard

Chief Financial Officer, Vista Equity Partners

Lauren Dillard is the Chief Financial Officer at Vista Equity Partners, a global asset manager with more than $95 billion in assets under management. Lauren serves as a member of Vista’s Executive Committee and sits on the firm’s Private Equity Manag… Read full bio

Jessica Duran

Managing Director, Chief Financial Officer, TSG Consumer Partners

Jessica Duran is the Managing Director and Chief Financial Officer at TSG Consumer Partners, a San-Francisco based private equity firm which focuses exclusively on the branded consumer sector. Ms. Duran joined TSG from Deloitte, LLP where she was a p… Read full bio

Fred Ebrahemi

Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group

Fred Ebrahemi is a Partner, Chief Operating Officer & General Counsel at Clearlake Capital. Clearlake is an investment firm operating integrated businesses across private equity, credit, and other related strategies. With a sector-focused approac… Read full bio

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 f… Read full bio

Ivor van Esch

CFO and CCO, Knox Lane

Ivor van Esch serves as Chief Financial and Compliance Officer at Knox Lane where he focuses on the firm’s finance, compliance, operations, portfolio monitoring, and ESG functions. Before joining Knox Lane, Mr. van Esch served as Head of Investment O… Read full bio

Michaele Gobel

CFO, Equilibrium Capital

As Equilibrium’s Chief Financial Officer, Michaele Gobel is responsible for all the company’s financial operations functions, including planning and analysis, accounting, audit, tax, treasury, and corporate finance. She is also responsible for the fi… Read full bio

Katherine C. Gomer

Chief Operating Officer, Maverick Ventures

Ms. Gomer serves as Chief Operating Officer of Maverick Ventures. Prior to joining Maverick in 2022, she was an attorney at Sidley Austin LLP specializing in private investments and M&A for fund sponsors and their portfolio companies. Spending ne… Read full bio

Ted Hill

General Partner and Chief Administrative Officer, B Capital Group

Ted Hill is a General Partner at B Capital with the joint role of Chief Administrative Officer and Chief Operating Officer of the Americas. He is responsible for leading the talented teams in Finance, Legal, Technology, and the Executive Program Mana… Read full bio

Stella Ho

Partner, CFO & CCO, LightBay Capital

Stella Ho is a Partner at LightBay and serves as CFO and CCO, with responsibilities including accounting and finance, compliance, information technology, and human resources. Ms. Ho has over 20 years of experience in the financial services industry.… Read full bio

Frank Hodas

Senior Vice President – Finance, Paladin Capital Group

Frank Hodas has worked with Paladin Capital Group since 2005 scaling the operations team as the firm has grown and expanded. He is responsible for overseeing all accounting, reporting, and fund administration functions for the firm and its affiliates… Read full bio

Chris Iorillo

Chief Financial, Legal & Compliance Officer, Freeman Spogli

Chris Iorillo joined Freeman Spogli in 2021 and serves as the firm’s Chief Financial, Legal and Compliance Officer. Prior to joining the Firm, Mr. Iorillo served in a number of financial and legal capacities at Platinum Equity, Variant Equity and Cou… Read full bio

Brent Kelley

CFO and CCO, North Hudson Resource Partners

Brent Kelley is the Chief Financial Officer and Chief Compliance Officer of North Hudson and has 13 years of private equity and energy experience. Prior to joining North Hudson, Mr. Kelley was the Controller at White Deer Energy, a private equity fir… Read full bio

Eva Kiefer

CFO & CCO, Akira Impact

Bio coming soon...

David Ludwig

Regional Director, Americas, EWM Global

Dave is a Regional Director in the Americas for EWM Global, responsible for digitally transforming the carried interest, co-investment, carry waterfall calculation, deferred cash and equity compensation plan experience for private capital firms, bank… Read full bio

Kevin Neubauer

Partner, Seward & Kissel

Kevin Neubauer is a partner in the Investment Management Group at Seward & Kissel LLP. Kevin works with sponsors and managers of various private investment funds and other pooled investment vehicles, including private equity funds, hedge funds, f… Read full bio

Ryan Parker

Chief Financial Officer, Mercato

Ryan Parker is the Chief Financial Officer at Mercato Partners, a multi-strategy investment firm that pursues investments in rapidly expanding technology, branded consumer, and food and beverage companies. Ryan has been with Mercato Partners since 20… Read full bio

Tom Pierce

Partner, CFO, CCO, Sorenson Capital

Bio coming soon...

Michele Reing

CFO, COO & CCO, LongRange Capital

Michele Reing joined LongRange in 2020 as Chief Operating Officer, Chief Financial Officer, and Chief Compliance Officer. Ms. Reing is a member of LongRange’ s Investment Committee, Valuation Committee, Management & Compliance Committee and the T… Read full bio

Chris Sparenberg

Director, Commercial Strategy, S&P Global Market Intelligence

In his role as Director, Commercial Strategy, Chris is responsible for go-to-market, new software and data offerings, and strategic partnerships at S&P Global. Chris spent 5 years at Cambridge Associates in portfolio monitoring and quantitative d… Read full bio

Albert C. Tan

Partner and Co-Head of Fund Finance, Haynes Boone

Albert Tan is a Partner and Co-Head of the Fund Finance Practice Group with Haynes and Boone, LLP. Additionally, he serves as a member of the firm’s (i) Executive Committee, (ii) Board of Directors and (iii) Partners Compensation Committee. He previo… Read full bio

Brianna Wener

CFO, Avante Capital Partners

Brianna Wener is the Chief Financial Officer of Avante Capital Partners. Based in Florida, Ms. Wener is responsible for the accounting and financial reporting of the firm. Ms. Wener has over 17 years of experience in financial reporting and accountin… Read full bio

Matt Whelan

CFO & Managing Director, Finance Group, Gryphon Investors

Matt Whelan joined Gryphon in 2020. In his role, Mr. Whelan oversees Gryphon’s finance and accounting activities. Prior to joining Gryphon, Mr. Whelan served as the CFO and CCO of Brentwood Associates, a Los Angeles based middle-market private equity… Read full bio

Bessie Wu

CFO and CCO, NewView Capital

Bessie is the Chief Financial Officer and Chief Compliance Officer at NewView Capital. She’s a seasoned financial executive, with expertise in financial reporting, finance operations, and regulatory compliance. At NewView Capital, Bessie acts as the… Read full bio

Nina Yoo

Chief Financial Officer, Fengate Asset Management

Nina Yoo is the Chief Financial Officer of Fengate. She has more than 15 years in the asset management and finance industry. She joined the firm’s infrastructure business in 2009 and progressed into more senior roles throughout the organization until… Read full bio

Connect with a community of CFOs, COOs and senior finance executives

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.

Where successful CFOs and COOs connect

Better connections at the West Coast Forum

As a member of the Private Funds CFO Network, your networking experience will not stop after the West Coast Forum.

Members can connect with peers throughout the year, set up pre-meetings with those attending the West Coast 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.

Knowledge

Stay ahead of industry-wide issues with monthly webinars and virtual think tanks covering the most pressing subjects that CFOs, COOs and their teams face today (CPE credits available).

Connection

Find and connect with like-minded professionals facing similar challenges at our events and through our private network platform only available to members.

Events

Join in-person events and listen to the industry’s best keynote speakers, engage in working groups, think tanks, and much more. Members receive an exclusive rate for our in-person events.


Marriott Union Square
480 Sutter St.
San Francisco, CA, 94108

All conference sessions will take place at the Marriott Union Square. We are offering hotel rooms with a discount.

Book a room