The Private Funds CFO Network’s West Coast Forum connected peers with private funds finance and operational leaders on the West Coast. They discussed key topics that impacted CFO and COO roles and built valuable relationships.
Buy your Private Funds CFO Network membership today and join us at the next West Coast Forum.
2023’s West Coast Forum’s keynote speakers
Impact America Fund
Keynote speaker Kesha Cash, discussed Impact America Fund’s investment strategy, historic fundraise, and vision for growth. She also discussed market trends, economic and political factors, and operating environment for private markets in the next 12 months.
Chief Operating Officer, Partner, and General Counsel
Clearlake Capital Group
Day 2 keynote speaker, Fred Ebrahemi discussed his experiences as Clearlake grew from $1B vs. $70B AUM. He shared 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 was most proud of.
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.
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
- Building top tier finance teams: aligning skillsets and compensation in today’s labor market
- Managing through growth & scaling firm operations
2023 attendees included:
The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…
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.
Contact Nikki Gale at Nikki.firstname.lastname@example.org for speaking opportunities in 2024.
Managing Director, Citco Capital Solutions, Citco Fund Services
Chief Revenue Officer, Drawbridge
Chief Financial Officer, The Sterling Group
Editor, Private Funds CFO & Private Equity International
COO of Alpha for Private Markets, State Street
VP of Financial Services, Kyriba
Managing Partner and COO, Emerging Capital Partners
General Partner, Impact America Fund
Chief Financial Officer & Chief Compliance Officer, Quad-C Management, Inc.
Senior Director, Financial Services Industries Marketing, Sage
Senior Vice President of Global Operations and Finance, Flourish Ventures
Chief Financial Officer and Chief Compliance Officer, P10
Chief Financial Officer, Bow River Capital
Chief Financial Officer, ACME Capital
Managing Director - Accounting & Reporting Advisory, Stout
Chief Operating Officer, Partner, and General Counsel, Clearlake Capital Group
Private Markets Segment Head, Arcesium
Chief Operating Officer, General Catalyst
Chief Financial Officer, Next47
CFO, Equilibrium Capital
Head of CFO & Accounting Service Delivery, IQEQ
Chief Financial Officer, Galvanize Climate Solutions
Chief Financial Officer, Francisco Partners
General Partner and Chief Financial Officer, B Capital Group
Partner, CFO & CCO, LightBay Capital
Senior Vice President – Finance, Paladin Capital Group
Chief Financial, Legal & Compliance Officer, Freeman Spogli
Chief Executive Officer and Board Member, Concertiv
CFO and CCO, North Hudson Resource Partners
General Counsel & Chief Compliance Officer, Bow River Capital
Senior Vice President, Riverwood Capital
Regional Director, Americas, EWM Global
Partner, Financial Services and Investment, Withum
Partner, Seward & Kissel
Vice President, Compliance and Counsel, AB CarVal
Chief Financial Officer, Mercato
Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.
Partner, CFO, CCO, Sorenson Capital
Chief Technology Officer, Black Diamond Capital Management
CFO, COO & CCO, LongRange Capital
Managing Director, Head of Fund Finance Group, Wells Fargo Corporate & Investment Banking
Strategic Partnerships Director, Juniper Square
Chief Operating Officer, WiL (World Innovation Lab)
Managing Director and Chief Financial Officer, Maranon Capital, L.P.
Partner & CFO, SER Capital Partners
Director, Commercial Strategy, S&P Global Market Intelligence
Partner and Co-Head of Fund Finance, Haynes Boone
Partner and Chief Financial Officer, HGGC
Senior Director, Compliance Advisory, COMPLY
Co-founder and CEO, Walrus Security
Managing Director and Chief Financial Officer, Caltius Capital Management
CFO, Avante Capital Partners
CFO & Managing Director, Finance Group, Gryphon Investors
CFO and CCO, NewView Capital
Director, Investor Relations, Thoma Bravo
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 email@example.com.
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.
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).
Find and connect with like-minded professionals facing similar challenges at our events and through our private network platform only available to members.
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.
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480 Sutter St.
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