Deliver strategic growth within private funds

After a successful first virtual event last year, the CFOs & COOs Europe Forum is taking place in-person in London on 16-17 November.

Hear from industry experts and discover solutions and prime your private fund operations for the future. Take part in an open discussion with your peers from across private markets on digitisation projects, regulatory frameworks, ESG implementation, managing teams through disruptive periods and much more this November.

The past year has redefined operational norms, this is your opportunity to stay in touch with the latest trends and benchmark against your peers and competitors so you can forge a way forward beyond the pandemic. Book now to access the Forum and build your network across private funds. There will be additional opportunities for those unable to travel to participate remotely.

What can you expect at the CFOs & COOs Europe Forum?

Connect with 150+ finance and operational leaders

Join over 150 CFOs, COOs and senior finance and operations professionals. This is your opportunity to hear from and talk to like-minded individuals from the UK and Europe. Across our two-day programme, you will have plenty of time to build foundations for long-term relationships.

Stay up to date with the trends in private funds

Hear from industry and topic experts on a wide range of themes, from the technological to the technical. After a period that has redefined operational norms, it will be vital to stay in touch with the latest trends and benchmark against your peers and competitors.

Make the most of in-person networking in London

Ensure you take advantage of the unparalleled qualities that face-to-face networking brings. Various networking breaks, siloed discussion groups and our evening drinks reception are just some of the unmissable opportunities across the agenda.

Speakers confirmed for 2021:

View all speakers
View all speakers

Attendees of the CFOs & COOs networking event earlier this year

3i Group
Abingworth
ACML
Actis Capital
African Infrastructure Investment Managers
Agilitas Private Equity
AIIM
Alcentra
All Seas Capital
AlpInvest Partners
Anacap Financial Partners
Anticipa Real Estate
ARA Venn
Astorg Partners
BaltCap
Bamboo Capital Partners
BlackRock
Blue Wolf Capital Partners
Bridgepoint
Campbell Lutyens & Co
Capital Dynamics
Capvest Partners
CDC Group
Cipio Partners
Clarion Gramercy
Climate Fund Managers
Cross Ocean Partners
DRC Capital
EQT Partners
Equistone Partners
Fiera Infrastructure
Greencoat Capital
Headway Capital Partners
Hg Capital
ICON Infrastructure
InstarAGF Asset Management
Intermediate Capital Group
Investment Management Corporation of Ontario
Iona Capital
IQ Capital
LaSalle Investment Management
LCM Partners
Macquarie Infrastructure & Real Assets
Melody Investment Advisors
Montagu Private Equity
Montana Capital Partners
Muzinich & Co
MV Credit
Nordic Capital
Northzone
NTR
Partners Group
Penta Investments
Phoenix Equity Partners
Pictet Alternative Advisors
RJD Partners
Sanlam Alternative Investment
Shard Credit Partners
Sprints Capital Management
StepStone
The Carlyle Group
Triton Investments Advisers
Ver Capital
Verdane
Vicenda Asset Management
YIELCO Investments

Sponsors confirmed for 2021

View all sponsors
View all sponsors

View the 2021 agenda

CFOs & COOs Europe Forum will take place on 16-17 November, all timings are in GMT, UK time zone.

For more information on the agenda, please contact James Hatwell.

james.hatwell@peimedia.com | +44 (0) 20 3994 7961.

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 16th

Plenary
08:40 - 08:45

Chairperson’s Welcome Address

08:45 - 09:25

Assessing the shift in priorities for private fund CFOs & COOs

Opening Panel Discussion

  • How have the pandemic’s various repercussions forced a re-think for private fund CFOs & COOs?
  • What has it meant for them and their team’s strategic position within the business?
  • Which areas are requiring the most attention and spend at present?
09:25 - 21:50

Driving diversity & inclusion progress in private markets

Keynote Interview

  • How has diverse hiring developed over recent years?
  • Which D&I initiatives have proven most successful?
  • Influencing diversity & inclusion culture in third-parties and portfolios
09:50 - 10:30

A key year for ESG development in private markets – SFDR, subscription credit lines and more

Panel Discussion

  • How have fund managers coped with the EU’s Sustainable Finance Disclosure Regulation (SFDR) so far?
  • How does it compare to AIFMD?
  • Choosing the right ESG metrics for your subscription credit line
  • Future impacts on costs, technology, processes and reporting
10:30 - 10:55

Interview

10:55 - 11:32

Networking Break

Plenary
11:30 - 12:15

Investment outlook – how are private markets shaping up?

Panel Discussion

  • PE, private debt, infra & real estate – where do the opportunities lie?
  • How have firms overcome the challenges of remote fundraising and client interaction?
  • Secondaries, SPACs, NAV lending & fund finance – how is the significant growth and change in these areas transforming the market?
  • ESG prioritisation – what factors are funds targeting and what’s most important to investors?
12:15 - 13:00

Technology & automation in private markets – 2021 and beyond

Panel Discussion

  • Data management, SaaS, connectivity between systems – what are the key foundations for technological development to prosper?
  • Which processes and business areas are seeing the fastest acceleration in technological development at present?
  • Top tips when it comes to new systems and efficiency savings
  • Are the private markets catching up with the public side when it comes to automating to scale?
13:00 - 13:40

Debate: Out-sourcing vs in-house considerations

  • Key components of the decision-making process
  • The merits for each whilst taking into consideration the latest swathe of regulation
  • Impact that the pandemic and shift towards remote/hybrid working has had on these decisions
  • Fund administration – continued outsourcing or growing internal capabilities?
  • Managing costs in this area amidst tightening margins and intensified fee pressures
13:40 - 14:45

Lunch and Networking Break

Stream A - Finance & Regulation
14:45 - 15:30

Mapping out your legal framework as the regulatory screws tighten on private assets

  • SFDR, EU Taxonomy and other regulatory hurdles causing the biggest headaches at present
  • Ensuring that you have a legal and regulatory set-up that works for your business
  • Best practice when working with legal third-parties and harnessing their expertise
  • How finance functions are coping with increasing legal & regulatory spend
15:30 - 16:15

Traditional finance priorities for 2021 & beyond

  • Latest tax disclosure requirements
  • Best preparation for continued intensification of fee & expense pressures
  • Putting ESG sub lines into practice
  • What to expect in the carry stakes over the coming months
Stream B - Operations & Technology
14:45 - 15:30

Becoming a data-driven private fund manager

  • Finding a data management solution that works to scale for your firm
  • Connectivity between systems – why this holds the key to data aggregation and protecting against data duplication and inaccuracy across the business
  • Regulatory impacts on data management – GDPR, reporting and more
  • Developing your data analytics capabilities to provide tangible business intelligence
  • Why ESG and investor demands are transforming the data landscape
15:30 - 16:15

Combating increasingly sophisticated cyber threats

  • Why are we seeing a significant increase in the number of ransomware attacks in the market?
  • Best practice for protecting yourselves and your portfolio companies
  • Managing risk around third-parties

Ensuring you have a cyber-resilient workforce and culture in place

16:15 - 16:40

Networking Break

Plenary
16:40 - 17:20

Culture, human capital and talent strategy in private assets

Panel Discussion

  • Assessing how leadership attitudes towards business culture have changed
  • Striking a balancing act between flexible working, employee satisfaction and high performance
  • The role of technology & data analytics in talent engagement & retainment
  • Remuneration, rewards and other considerations
17:20 - 18:00

Off the record - audience roundtable discussions over drinks

  • Managing FX at the fund level
  • Challenges around bank clients – Basel & more
  • US tax considerations – the SEC & the Biden administration
  • What will the future of private asset fundraising look like?
  • Working out your artificial intelligence roadmap
  • Carry expectations in the post-Covid era
  • Weighing up the benefits of waterfall automation
  • How are valuation methods & processes changing across private assets?
18:00 - 19:00

Networking Drinks Reception

Agenda

Day 2 - Wednesday 17th

Private Think Tanks – Asset Classes
08:45 - 09:45

CFOs & COOs in private equity

08:45 - 09:45

CFOs & COOs in private debt

08:45 - 09:45

CFOS & COOs in infrastructure

08:45 - 09:45

CFOs & COOs in real estate

Plenary
09:45 - 10:15

How python modelling is set to improve investment decisions, private fund management and investor relations

Opening Interview

10:15 - 11:00

Assessing the future of private investments in Europe

Panel Discussion

  • What will the alternative fund landscape look like in Europe in the upcoming years?
  • Could Dublin or anywhere else become a new offshore centre? And what would that mean for fund structuring and investment decision-making?
  • Continuing post-Brexit operational challenges for private funds
  • Are private markets in Europe becoming increasingly democratized? What does this mean for fund managers?
11:00 - 11:30

Networking Break

Plenary
11:30 - 12:00

The rise of ESG sub lines

In-Focus Fireside Chat

·        Do subscription credit facilities linked to ESG metrics or green bonds represent the ‘holy grail’ for successful ESG integration in private funds?

·        Why sub lines mean more transparency for investors

·        How do they manifest across the different private asset classes?

12:00 - 12:40

Best practice for building relationships with portfolio companies

Panel Discussion

  • Effective management and monitoring of portfolio performance
  • CFOs & COOs involvement in portfolio level value creation
  • Working with operating partners and your CFO/COO equivalents within the portfolio companies
  • What rewards will you reap from building & maintaining these successful relationships?
12:40 - 13:00

Closing interview: to be confirmed

13:00 - 14:00

Networking Lunch

14:00 - 14:00

Close of conference

Speakers confirmed for 2021

For more information on the agenda, please contact James Hatwell.

james.hatwell@peimedia.com | +44 (0) 20 3994 7961.

Download the agenda

Hina Ahmad

COO, Capital Dynamics

Hina is a Managing Director, Chief Operating Officer and member of the Executive Committee. Prior to joining us, she was an attorney at Woodside Counsel, specializing in corporate transactions and regulatory matters. Previously, Hina was a senior ass… 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

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

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 infrastru… Read full bio

Christian Hinze

COO Europe, StepStone

Mr. Hinze is Chief Operating Officer of StepStone Private Debt and Hedge Funds and also serves as COO of StepStone in Europe. He is involved in various operational, investment and risk management activities. Prior to StepStone, Mr. Hinze was managing… Read full bio

Simon Hirtzel

General Partner & COO, IQ Capital

Simon joined IQ Capital in June 2020. As well as management of operations, Simon participates in the development and execution of strategy, and in communications with investors and providing deal-level support to IQ’s portfolio companies. Simon was p… 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

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

Peter McKenzie

CFO, Anticipa Real Estate

Peter McKenzie is a speaker, executive coach and c-suite leader whose mission is to help people achieve their full potential by making the workplace a safe place to learn, grow and enjoy. For over 25 years he has worked as a C-Suite leader in the fin… Read full bio

Diana Meyel

Managing Partner, Cipio Partners

At Cipio Partners, Diana is a Managing Partner and the company’s COO/CFO. She is located in Munich and leads our funds’ operations and investor relations. In addition, she also oversees transaction structuring and represents Cipio on the board of sel… Read full bio
Maqbool Mohamed, Clarion Gramercy

Maqbool Mohamed

CFO - COO, Clarion Gramercy

Mr. Mohamed is the CFO & COO of Clarion Gramercy. Prior to Clarion Gramercy, Mr. Mohamed served as Managing Director & CFO Europe at Castlelake (UK) LLP. Mr. Mohamed has 20 years of experience in the real estate sector having previously also… 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

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

Martina Sanow

Partner and Deputy COO, Hg

Martina is a Partner and the firm’s Deputy COO, with responsibility for the firm’s operations including HR, Finance, IT and ESG. She has a focus on developing the firm’s talent and chairs Hg’s Diversity & Inclusion Steering Group. She sits on the… 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

Christian Schnabel

Managing Director, Golding Capital Partners

Christian Schnabel joined Golding Capital Partners in 2008. As Managing Director and Head of Product Finance he is responsible for Fund Accounting, Controlling and (Regulatory) Reporting across all asset classes. Prior to joining Golding Capital Part… Read full bio

Sarah Shackleton

Administrative Partner, Development Partners International

Sarah has been a partner of DPI since its inception and has over 20 years of finance experience. Sarah is responsible for administration of the partnership and its funds, including Legal; Compliance; HR; IT; Operations; Facilities; ESG. Sarah is an a… Read full bio
Michaela Strempfl, BlackRock

Michaela Strempfl

EMEA COO BlackRock Alternative Investors, BlackRock

Michaela Strempfl EMEA COO for BlackRock Alternative Investors (BAI), based in London. She is responsible for supporting senior leadership in driving BlackRock's alternative platform development and growth initiatives in EMEA. Michaela is further foc… Read full bio

Richard Urban

Independent Non-Executive Director, Rivington Pike

Richard is a Jersey based independent non-executive director who sits on the offshore boards of funds, joint ventures and family offices, which together have a total AUM of £4 billion. Appointed by the Minister for Treasury and Resources, Richard is… Read full bio

Susan Wilkins

CFO, Actis

As Chief Financial Officer of Actis, Susan has responsibility for a broad range of finance, operations and executive management activities. Susan is a member of the Actis Executive Committee and reports to Torbjorn Caesar, Senior Partner. Susan has w… Read full bio

Sponsorship opportunities

For more information on available sponsorship opportunities please fill in the enquiry form or contact Christopher Wagland, chris.w@peimedia.com +44 (0) 0207 566 5475.

Sponsorship enquiry form