Preparing for the future: navigating the changing role of the private fund CFO and COO

The role of the private fund CFO and COO is rapidly evolving to keep up with ongoing regulatory, tax and economic developments across Europe as well as the increase in investor demands for detailed due diligence, in-depth reporting and greater transparency.   In addition, CFOs and COOs are also tasked with optimising operations on a budget, keeping pace with advances in technology, deciding when and what to outsource and maximising the potential of their teams.

The inaugural Private Equity International CFOs & COOs Europe forum will address all of these key issues by bringing together in-house financial and operational private equity professionals to hear best practices and industry developments from a wide spectrum of industry peers.

 

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Covering Real Estate, Private Debt, Infrastructure and Private Equity

One Forum: Four Asset Classes

 

 

 

Why join us?

Expert industry-led content

Gain valuable insights from the industry’s biggest CFOs & COOs on how to address the key financial and operational challenges facing your business today.

Network

Meet with CFOs, COOs, Finance Directors, General Counsels, technology providers and fund servicers active in alternative assets to leverage their expertise and build your network.

In-house editorial content

Engage in timely discourse with the world’s foremost private alternative asset firms, influential finance and operations executives, and decision-makers.

Early confirmed sponsors

2020 agenda

For more information on the agenda and speaking opportunities at the forum, please contact James Hatwell at James.hatwell@peimedia.com or call +44 (0) 20 3994 7961.

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Day 1 Day 2
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Agenda

Day 1 - Wednesday 3rd

08:00 - 08:40

Registration & Networking

CFOs & COOs Europe Forum 2020 - Plenary
08:40 - 09:00

Welcome and introduction by chair

09:00 - 09:30

Opening Keynote: Staying on Top of the Seismic Shift: A COO/CFO’s Concise Guide to Artificial Intelligence’s Impact on Asset/Fund Management

Al Naqvi

No longer merely a tool in the tech toolkit, AI is now seen as the core around which modern companies are built. As Asset/Fund Management industry is shaken by the powerful dynamics unleashed by AI, in this executive session learn how to rapidly assess your firm’s critical strategic needs in AI. Determine how to evaluate the competitive risk of failure to automate. Develop insights into how to protect your firm from the onslaught of a rival, more intelligent and efficient, system. Determine the best way to set the organizational direction to embrace the power of AI without losing focus.

Speaker: Prof. Al Naqvi, CEO & Researcher, American Institute of Artificial Intelligence

A speaker photo for Al Naqvi

Al Naqvi

CEO & Researcher, American Institute of Artificial Intelligence

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09:30 - 10:10

Growing your business in a time of increased complexity

Robin Bailey, Erica Herberg, Jamie Lyon

Panel Session

  • Achieving economies of scale across finance, operations, HR and compliance
  • As firms grow, which functions can gain improved efficiency via outsourcing?
  • Internal business dynamics: the role of the CFO/COO in managing international expansion
  • Organic growth versus M&A
A speaker photo for Robin Bailey

Robin Bailey

Partner and Chief Operating Officer, Pantheon

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A speaker photo for Erica Herberg

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

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A speaker photo for Jamie Lyon

Jamie Lyon

European CFO & COO, LaSalle Investment Management

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10:10 - 10:50

Digital transformation and the technology revolution

Nick Moore, Marc Dumbell

Panel Session

  • RPA, automation and the future of financial asset management
  • Must-have versus nice-to-have, which technological innovations are worth the investment to give your firm the competitive edge?
  • Speeding up the pace of innovation: third party collaborations or in-house talent expansion?
  • Identifying the areas most susceptible to disruption: front, middle or back office activities?

Moderator: Nick Moore, Founder & Executive Director, Lionpoint Group

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Nick Moore

Founder & Executive Director, Lionpoint

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A speaker photo for Marc Dumbell

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

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10:50 - 11:30

Coffee & Networking

Themed Sessions
11:30 - 13:00

Stream A: Finance

Katja Baur, Marie Joyce, Lindsey Ord

11.30-12.00 Panel Session

The evolving role of the CFO in private funds

12.00-13.00 Audience Roundtables

  • Role of the CFO in fundraising
  • Hedging interest rates and currency risks
  • Integrating a new strategy into an existing platform
  • Succession planning for the modern-day CFO
A speaker photo for Katja Baur

Katja Baur

CFO, Montana Capital Partners

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A speaker photo for Marie Joyce

Marie Joyce

Chief Financial Officer, NTR

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A speaker photo for Lindsey Ord

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

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11:30 - 13:00

Stream B: Operations

Anita Huynh, Nigel Mills, Martina Sanow

11.30-12.00 Panel Session

Driving your private fund business forward through successful operations

12.00-13.00 Audience Roundtables

  • Operational due diligence of your business
  • Attracting & retaining talent and the value of team diversity Facilitated by Stuart James, Principal, MM&K
  • Implementing a successful culture and ensuring employee well-being
  • Succession planning
A speaker photo for Anita  Huynh

Anita Huynh

COO, Macquarie Infrastructure and Real Assets

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A speaker photo for Nigel Mills

Nigel Mills

Director, MM&K

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A speaker photo for Martina Sanow

Martina Sanow

COO, HG

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11:30 - 13:00

Stream C: Tax & Regulation

Simon Hirtzel, Stéphane Janin

11.30-12.00 Panel Session

Combating regulatory challenges on the horizon

12.00-13.00 Audience Roundtables

  • AIFMD & reverse solicitation: how to ensure compliance
  • BEPS & its impact on funds
  • SEC registration and compliance for European funds.
  • Data protection & GDPR in a post-Brexit world
A speaker photo for Simon Hirtzel

Simon Hirtzel

COO, Kreos Capital

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A speaker photo for Stéphane Janin

Stéphane Janin

Head of Global Regulatory Development, AXA Investment Managers

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11:30 - 13:00

Stream D: Technology

11.30-12.00 Panel Session

Integrating tech successfully from front to back office

12.00-13.00 Audience Roundtables

  • Reporting requirements and how technology can streamline the process
  • Cybersecurity
  • Effective data management
  • Integrating technology with business culture
13:00 - 14:00

Lunch & Networking

CFOs & COOs Europe Forum 2020 - Private Equity
14:00 - 14:30

Preparing for future operational & finance challenges within your private equity business

Christopher Parmo, Steve Darrington
A speaker photo for Christopher Parmo

Christopher Parmo

COO/CFO, Verdane

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A speaker photo for Steve Darrington

Steve Darrington

CFO, Phoenix Equity Partners

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14:30 - 15:30

Audience Roundtables

  • Credit lines and use of debt for PE funds
  • The role of finance and operations in value creation
  • The role of the CFO/COO in the exit strategy
  • Implementing a successful portfolio review
15:30 - 16:00

Coffee & Networking

CFOs & COOs Europe Forum 2020 - Private Equity
16:00 - 17:00

CFOs & COOs views on the private equity investment market

Sanjay Jawa, Jason Howard
  • PE fundraising in 2020 & the modern CFOs role in this
  • Importance of ESG to investors
  • Impacts of retail investors entering the PE market
  • Is reputational risk a concern for the global PE industry?
A speaker photo for Sanjay Jawa

Sanjay Jawa

Operating Partner and CFO, Root Capital

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A speaker photo for Jason Howard

Jason Howard

CFO, Headway Capital Partners

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CFOs & COOs Europe Forum 2020 - Plenary
17:00 - 17:30

What investors want

Closing panel session:

  • What can CFOs & COOs do to ensure their investors have the highest quality client experience possible
  • Information, transparency, data & more – what investors expect from their managers and how this varies across asset classes
  • Fees, expenses, ESG… what do investors prioritise in their reports and communications received from their managers?
  • Latest in fund terms: what to negotiate, latest in preferred terms
17:30 - 18:30

Close of day one followed by cocktail reception

Agenda

Day 2 - Thursday 4th

08:00 - 09:10

Invite-only CFO & COO breakfast

This closed-door, think-tank style breakfast will be for CFOs, COOs & other finance & operational leaders from general partner firms, by invitation only.

08:00 - 09:10

Registration & networking

CFOs & COOs Europe Forum 2020 - Plenary
09:10 - 09:15

Welcome from chair

09:15 - 09:45

Keynote - Global tax and regulatory update

09:45 - 10:30

Outsourcing versus in-house capabilities

Karine Litou, Neel Mehta, Leo Scanavino

Panel Session

  • Integrating outsourced functions with in-house resources
  • What criteria should be used when choosing an outsourcing provider?
  • Building from within: recruiting and retaining the right technology leaders
  • Balancing cost and efficiency

Moderator: Karine Litou, Global Head of Product & Solutions, Private Capital, BNP Paribas Securities Services

A speaker photo for Karine Litou

Karine Litou

Global Head of Product & Solutions Private Capital, BNP Paribas Securities Services

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A speaker photo for Neel Mehta

Neel Mehta

CFO, DWS Private Equity

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A speaker photo for Leo Scanavino

Leo Scanavino

Finance Director, RJD Partners Limited

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10:30 - 11:00

Coffee & networking

CFOs & COOs Europe Forum 2020 - Plenary
11:00 - 11:45

Update on structuring, strategies and jurisdictions

Panel Session

  • How do strategies and choice of jurisdiction differ across the alternative asset classes?
  • Economic substance requirements
  • Managing a multijurisdictional business – challenges that finance and operations face
11:45 - 12:15

Developing an ESG strategy: how to measure and demonstrate value

Ersilia Molnar

Fireside Chat

  • What data is used to measure ESG performance in investment – whether portfolio companies, infrastructure projects or otherwise?
  • Does ESG data need to be tailored? Or is there a generic framework to satisfy all clients?
  • Environmental, societal & governmental – which aspect of ESG is most in-focus currently? And how do the requirements (reporting, data etc.) compare?
  • Top tips & takeaways for building out a successful ESG strategy: skills & software required, integration with other teams, avoiding greenwashing & more
A speaker photo for Ersilia Molnar

Ersilia Molnar

Chief Operating Officer - Europe, Muzinich & Co

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12:15 - 13:00

Closing keynote interview

13:00 - 14:00

Lunch & close of conference

Sponsorship opportunities in 2020

For more information on sponsorship opportunities, please contact Chris Wagland,

chris.w@peimedia.com +44 (0) 0207 566 5475

Download sponsorship brochure

2020 Speakers

For more information on speaking, please contact James Hatwell at James.hatwell@peimedia.com or call +44 (0) 20 3994 7961.

Download the agenda

Robin Bailey

Partner and Chief Operating Officer, Pantheon

Robin Bailey, Partner and Chief Operating Officer with 12 years of private equity experience, is responsible for finance, tax and accounting globally. Before joining Pantheon, Robin worked in the Investment team of Ipex Capital, an early stage ventur… Read full bio

Katja Baur

CFO, Montana Capital Partners

Katja is Chief Financial Officer at Swiss based secondaries firm Montana Capital Partners. She has been working in private equity since 2010, when she was appointed CFO of Alpha Associates, a private equity, private debt and infrastructure manager in… Read full bio

Vijay Bharadia

CFO & COO, ICG

Vijay Bharadia is the Chief Financial and Operating Officer of Intermediate Capital Group PLC (ICG). Prior to joining ICG, Vijay was International CFO for Blackstone with responsibility for financial, tax and regulatory reporting across Europe and As… Read full bio

Steve Darrington

CFO, Phoenix Equity Partners

Steve has been a Partner at Phoenix since 2001 and is CFO and a member of Phoenix’s Board & Management Committee. Steve is also a director of Phoenix Equity Partners 2016 Guernsey Limited, General Partner of the Fund. Before this, he held senior… Read full bio

Richard Day

Partner and Chief Operating Officer, Pygmalion Capital Advisers

Richard Day is Partner and Chief Operating Officer of Pygmalion Capital. Richard has over 15 years of experience in real estate finance, structuring and operational management. Prior to joining Pygmalion, Richard was Chief Financial Officer of two pa… Read full bio

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

Marc joined Campbell Lutyens in 2018 and is responsible for finance and operations for the firm globally, leading on a range of areas such as developing AI enabled technology to support fundraising, championing ESG initiatives, implementing flexible… Read full bio

Niyamat Fazal

CFO, DWS Infrastructure

Niyamat is the CFO of DWS Infrastructure. DWS Group GmbH & Co. KGaA (DWS) is one of the world’s leading asset managers with €662 billion of assets under management as of 31 December 2018. As part of the Alternatives platform, the direct infrastructur… Read full bio

Apwinder Foster

Chief Operating Officer, DRC Capital

Apwinder Foster has over 20 years of experience in finance, real estate and capital markets. Ms Foster joined DRC Capital as Chief Operating Officer in November 2015. Prior to joining DRC, Ms Foster was the CFO of Kennedy Wilson Europe Real Estate Pl… Read full bio

Andrew Haywood

CFO & CCO, Park Square Capital

Andrew is a Partner, Chief Financial Officer and Chief Compliance Officer at Park Square Capital, LLP, and a member of the firm’s Executive Committee and Investment Committee. Prior to joining Park Square in 2015, Andrew spent over 16 years at 3i Gro… Read full bio

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

Erica Herberg is a Managing Director and the Chief Financial Officer of Carlyle's Investment Solutions Group. She is based in Amsterdam. Investment Solutions provides investors will access to the large and complex universe of alternative asset invest… Read full bio

Simon Hirtzel

COO, Kreos Capital

Simon participates in the development and execution of Kreos’s strategy, coordinating communications with investors, providing deal-level support to Kreos's growing portfolio companies, and managing Kreos's international operations. Simon has over 25… Read full bio

Dean Horton

Chief Operating Officer, African Infrastructure Investment Managers

Dean joined AIIM in 2013, working within the deal execution and asset management teams. Dean subsequently transitioned to the role of Chief Operating Officer, where he is responsible for finance, compliance and governance functions as well as providi… Read full bio

Anita Huynh

COO, Macquarie Infrastructure and Real Assets

Anita is the COO for the EMEA region. Her role encompasses the execution and management of an increasingly diverse range of funds offered by MIRA, coupled with the management of significant regulatory changes in the industry. Anita was previously the… Read full bio

Stuart James

Principal, MM&K

Stuart has a simple belief that the most effective way to improve an organisation's bottom line is to improve the performance of its people. This particularly applies at the Board and Senior Executive level where targeted, improved performance can ha… Read full bio

Stéphane Janin

Head of Global Regulatory Development, AXA Investment Managers

Stéphane heads up AXA IM’s Global Regulatory Development directorate and internal network at worldwide level. Before joining AXA IM, Stephane was Head of the International Affairs Division at AFG, the French Asset Management Association, responsible… Read full bio

Sanjay Jawa

Operating Partner and CFO, Root Capital

Sanjay is an Operating Partner and CFO at Root Capital, a private equity firm investing in technology enabled businesses in the Education, Health and Services sectors. He was previously CFO at a number of private equity backed businesses including te… Read full bio

Marie Joyce

Chief Financial Officer, NTR

Marie is Chief Financial Officer of NTR plc, having spent over 15 years with the group in various subsidiary CFO roles and central management positions. NTR acquires, constructs and operates onshore wind and solar assets across Western Europe on beha… Read full bio

Karine Litou

Global Head of Product & Solutions Private Capital, BNP Paribas Securities Services

Karine has almost 20 years of experience in the private equity industry. She joined BNP Paribas Securities Services in April 2018 as Global Head of Products & Solution Private Capital, based in Paris. Karine has joined from Group Crédit Agricole… Read full bio

Jamie Lucas

COO, EQT Credit

Jamie started his career within EQT's fund management and operations function in Guernsey in 2010, where he worked until 2012. Subsequently, Jamie has overseen EQT Credit's operations from London and is involved in areas such as business development,… Read full bio

Jamie Lyon

European CFO & COO, LaSalle Investment Management

Jamie joined LaSalle in 2006 as CFO / COO and is responsible for LaSalle's UK and Continental European operations. Responsibilities extend to Accounting & Finance, Tax, Debt, Risk Management, M&A and Human Resources and, consequently, management of E… Read full bio

Neel Mehta

CFO, DWS Private Equity

Neel Mehta leads the finance and accounting function for DWS Private Equity, working alongside the senior investment team to drive growth and shaping financial best practice. He joined DWS Private Equity in 2018 from Mayfair Equity Partners, where he… Read full bio

Nigel Mills

Director, MM&K

PPE graduate and chartered accountant. Nigel joined MM&K in 1985 having spent 6 years at Price Waterhouse after graduating from Oxford. He leads the Alternative Investment Management advisory business of MM&K and is an expert on the design of… Read full bio

Ersilia Molnar

Chief Operating Officer - Europe, Muzinich & Co

Ersilia has over twenty years financial industry experience across asset management, insurance underwriting and fintech. She has a 18+ tenure in Muzinich, a global investment firm, where she has successfully developed her career in marketing, complex… Read full bio

Nick Moore

Founder & Executive Director, Lionpoint

Nick Moore is the Founder & Executive Director at Lionpoint Group, responsible for global business strategy and execution. He has a background in private equity and real estate along with extensive technology solution expertise. With 85 employees… Read full bio

Debojit Mukherjee

Chief Operating Officer, Agilitas Private Equity

Debojit Mukherjee is Chief Operating Officer and is a member of the Responsible Investment Committee at Agilitas Private Equity, the pan-European mid-market private equity firm which invests in defensible businesses with opportunities for significant… Read full bio

Al Naqvi

CEO & Researcher, American Institute of Artificial Intelligence

Prof. Al (Ali) Naqvi is the founder and CEO of American Institute of Artificial Intelligence, a Washington DC based institute that has helped over 5000 executives from 400+ companies to learn how to build their companies around AI. Author of several… Read full bio

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Lindsey Ord is the Chief Financial Officer of Climate Fund Managers (CFM). CFM is a climate investment fund manager with a footprint in emerging markets, namely Asia, Africa and Latin America. Lindsey has 20+ years of experience in structuring privat… Read full bio

Christopher Parmo

COO/CFO, Verdane

Formal role as CEO, responsible for all Verdane internal and portfolio company operations. Working together with Managing Partner / CIO. Experience from executive positions in several tech companies, as entrepreneur and from management consulting. El… Read full bio

Hiren Patel

Managing Director, Head of Finance, LaSalle Investment Management

Hiren Patel is the Head of Finance for Debt Investments & Special Situations and is responsible for the management of the day-to-day accounting and finance function covering all elements of financial accounting, consolidation, debt and cash manag… Read full bio

Nisha Raghavan

Managing Director- Chief Finance officer, EQT Partners

Nisha Raghavan joined EQT Partners in June 2016 as Chief Financial Officer and is a Managing Director of EQT Real Estate Advisory Team. She has over 17 years of experience within the real estate industry. Prior to joining EQT Partners, Mrs. Raghavan… Read full bio

Martina Sanow

COO, HG

Martina is Hg’s Deputy COO, with responsibility for the operations of the firm. She sits on the firm’s Diversity and Inclusion Steering Group, Valuation Committee and is also a member of the Client Services team, where she focuses on fundraising and… Read full bio

Leo Scanavino

Finance Director, RJD Partners Limited

Leo is the Finance Director at RJD Partners, an SME Private Equity Fund specialised in buyouts, buy-ins and development capital for deals worth up to £50 million. Prior to RJD Partners, Leo was a director and portfolio manager at Actis Capital, an Em… Read full bio

Luke Venables

CFO/COO, ARA Venn

Luke is a Partner and CFO/COO at ARA Venn. Luke has over 23 years of experience in operational and infrastructure roles, with a particular focus on credit products. Before joining ARA Venn in 2015, Luke was Head of Operations at CQS, a $20bn global m… Read full bio

David Weeks

Co-Chair, Association of Member Nominated Trustees

David Weeks was elected as Co-Chair of the Association of Member Nominated Trustees (AMNT) in 2016. The AMNT has over 700 members, from around 500 pension schemes. Together, these have assets under management of just under £700 billion: nearly one th… Read full bio
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