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?

Event content with value

Learn from leading industry experts and understand how to become a data-driven private fund manager, the rise of ESG sub-lines, relationship best practice with portfolio companies, and mapping out your legal framework.

Build your private funds network

Join 150+ CFOs, COOs and senior finance and operations professionals from across the UK and Europe. Build lasting relationships and compare best practices with your peers across our two-day interactive programme.

Meet leading CFOs & COOs

Connect in-person during discussion groups, networking breaks, panel Q&As, invite-only breakfasts and an evening drinks reception. Benefit from our expansive European CFO & COO community who will be in attendance throughout the forum.

Keynote speaker

 

 

Hear from Peter McKenzie, CFO of Anticipa on how courageous leadership can be the key to business success. Discover practical tools for increasing productivity, focus and more for you and your team in this unique keynote presentation.

Book now

Leading speakers confirmed including:

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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

Secure your place today. Connect with CFOs and COOs at leading European private funds.

Book now

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
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Agenda

CFOs & COOs Europe Forum 2021 - Tuesday 16th

Plenary
08:40 - 08:45

Chairperson’s Welcome Address

Simon Shipgood
A speaker photo for Simon Shipgood

Simon Shipgood

Regional Director, EWM Global

Read bio
08:45 - 09:25

Assessing the shift in priorities for private fund CFOs & COOs

Tom Alabaster, Hina Ahmad, Nick Latner, Sarah Shackleton

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?

Moderator: Tom Alabaster, Partner & EMEA Head of Funds, Ropes & Gray

A speaker photo for Tom Alabaster

Tom Alabaster

Partner and EMEA Head of Funds, Ropes & Gray

Read bio
A speaker photo for Hina Ahmad

Hina Ahmad

Senior Managing Director & Chief Operating Officer, Capital Dynamics

Read bio
A speaker photo for Nick Latner

Nick Latner

Finance Director, Hg Capital

Read bio
A speaker photo for Sarah Shackleton

Sarah Shackleton

Administrative Partner, Development Partners International

Read bio
09:25 - 09:50

Driving inclusion & diversity progress in private markets

Danielle Wilson, Suzie Ruffley

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
A speaker photo for Danielle  Wilson

Danielle Wilson

Platform Sales – Securities Services | J.P. Morgan

Read bio
A speaker photo for Suzie  Ruffley

Suzie Ruffley

Director, Head of People, Foresight Group

Read bio
09:50 - 10:30

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

Danai Musandu, Steve Darrington, Marie Joyce, Michaela Strempfl, Peter Dunbar, David Lazar

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
A speaker photo for Danai  Musandu

Danai Musandu

Senior Investor Relations Associate, HPE Growth

Read bio
A speaker photo for Steve Darrington

Steve Darrington

CFO, Phoenix Equity Partners

Read bio
A speaker photo for Marie Joyce

Marie Joyce

Chief Financial Officer, NTR

Read bio
Michaela Strempfl, BlackRock

Michaela Strempfl

EMEA COO BlackRock Alternative Investors, BlackRock

Read bio
A speaker photo for Peter Dunbar

Peter Dunbar

Private Equity Senior Specialist, PRI

Read bio
A speaker photo for David  Lazar

David Lazar

Senior Director, Product Manager, Allvue Systems

Read bio
10:30 - 10:55

Interview: A digitalisation journey – Carried Interest & Co-Investment incentives

Simon Shipgood, Paul Cunningham
  • What was the existing situation? How were you managing the firms incentive plans?
  • Assessing motivations for change and how that change was implemented
  • Where are we now on this digital journey and what benefits have already been reaped?

Moderator: Simon Shipgood, Regional Director, EWM Global

Paul Cunningham, CFO, Helios Investment Partners

A speaker photo for Simon Shipgood

Simon Shipgood

Regional Director, EWM Global

Read bio
A speaker photo for Paul Cunningham

Paul Cunningham

Chief Financial Officer, Helios Investment Partners

Read bio
10:55 - 11:30

Networking Break

Plenary
11:30 - 12:15

Investment outlook – how are private markets shaping up?

Brian Kane , Clint Coghill, Katja Baur, Stephen Penney

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?
A speaker photo for Brian  Kane

Brian Kane

Director of Capital Markets & Originations: UK, Ireland & Nordics, CrossLend

Read bio
A speaker photo for Clint Coghill

Clint Coghill

Chief Executive Officer, Backstop Solutions Group

Read bio
A speaker photo for Katja Baur

Katja Baur

Partner and CFO, Montana Capital Partners

Read bio
A speaker photo for Stephen  Penney

Stephen Penney

Partner, StepStone Group

Read bio
12:15 - 13:00

Technology & automation in private markets – 2021 and beyond

Karine Litou, Dimitris Matalliotakis, Marco Hinz, Sahem Gulati, Lindsey Ord

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

Moderator: Karine Litou, Deputy Head of Private Capital, BNP Paribas Securities Services

A speaker photo for Karine Litou

Karine Litou

Deputy Head of Private Capital, BNP Paribas Securities Services

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A speaker photo for Dimitris  Matalliotakis

Dimitris Matalliotakis

Head of Information Systems, AssetMetrix

Read bio
A speaker photo for Marco Hinz

Marco Hinz

COO, Crosslend

Read bio
A speaker photo for Sahem  Gulati

Sahem Gulati

Private Assets Capability Lead, Strategy & Consulting, M&G Investments

Read bio
A speaker photo for Lindsey Ord

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Read bio
13:00 - 13:45

Debate: Out-sourcing vs in-house considerations

Edwin Chan, Leo Scanavino, Maqbool Mohamed, James Smith, Manoj Jain, Tina Page
  • 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
A speaker photo for Edwin  Chan

Edwin Chan

Chief Commercial Officer, UK and Ireland, IQ-EQ

Read bio
A speaker photo for Leo Scanavino

Leo Scanavino

Finance Director, RJD Partners Limited

Read bio
Maqbool Mohamed, Clarion Gramercy

Maqbool Mohamed

CFO - COO, Clarion Gramercy

Read bio
A speaker photo for James Smith

James Smith

Head of Finance and Operations, ARA Venn

Read bio
A speaker photo for Manoj  Jain

Manoj Jain

Director – Group Finance Operations, 3i Group Plc

Read bio
A speaker photo for Tina Page

Tina Page

COO, MV Credit

Read bio
13:45 - 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

Andrew Poole, Ayesha Singh, Tom Hodge
  • 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
A speaker photo for Andrew Poole

Andrew Poole

Director, ACA

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A speaker photo for Ayesha Singh

Ayesha Singh

Legal Counsel, Muzinich

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A speaker photo for Tom  Hodge

Tom Hodge

General Counsel & Chief Compliance Officer, Glendower Capital

Read bio
15:30 - 16:15

Traditional finance priorities for 2021 & beyond

Max Moore, Raxita Kapashi, Ralph Welsch-Lehmann, Rebecca Noyes
  • 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
A speaker photo for Max  Moore

Max Moore

Partner, Alpha

Read bio
A speaker photo for Raxita Kapashi

Raxita Kapashi

CFO, Dawn

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A speaker photo for Ralph  Welsch-Lehmann

Ralph Welsch-Lehmann

Chief Financial Officer, Fiduciary Co-investment Partners

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A speaker photo for Rebecca  Noyes

Rebecca Noyes

Chief Financial Officer, Alderwood Capital

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Stream B - Operations & Technology
14:45 - 15:30

Becoming a data-driven private fund manager

Brian Kane , Harry Pampiglione, Marcello Falcone
  • 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
A speaker photo for Brian  Kane

Brian Kane

Director of Capital Markets & Originations: UK, Ireland & Nordics, CrossLend

Read bio
A speaker photo for Harry  Pampiglione

Harry Pampiglione

Portfolio Analytics & Data Science Manager, Lloyds Development Capital

Read bio
A speaker photo for Marcello Falcone

Marcello Falcone

Portfolio Monitoring, Investindustrial

Read bio
15:30 - 16:15

Combating increasingly sophisticated cyber threats

George Ralph, Juri Pervjakov, Ash Patel
  • 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

A speaker photo for George  Ralph

George Ralph

Global Managing Director and CRO, RFA

Read bio
A speaker photo for Juri Pervjakov

Juri Pervjakov

Finance and Technology Director, BaltCap

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A speaker photo for Ash Patel

Ash Patel

IT Director and Head of Cyber, ECI Partners LLP

Read bio
16:15 - 16:40

Networking Break

Plenary
16:40 - 17:20

Culture, human capital and talent strategy in private assets

Stuart James, Martina Sanow, Marc Dumbell , Daljit Sandhu

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

Moderator: Stuart James, Principal, MM&K

A speaker photo for Stuart James

Stuart James

Principal, MM&K

Read bio
A speaker photo for Martina Sanow

Martina Sanow

Partner and Deputy COO, Hg

Read bio
A speaker photo for Marc Dumbell

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

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A speaker photo for Daljit Sandhu

Daljit Sandhu

COO & Founder, Précis Capital Partners

Read bio
17:20 - 18:00

Off the record - audience roundtable discussions over drinks

Christian Schnabel, Sahem Gulati, Nigel Mills, Sam Marsh , Danai Musandu, Colin MacLeod, Tom Burkinshaw
    • Managing FX at the fund level

facilitated by Debojit Mukherjee, COO, Agilitas Private Equity and Sam Marsh, Managing Director – Institutional, Alpha FX

  • Challenges around bank clients – Basel & more facilitated by Christian Schnabel, Managing Director, Head of Product Finance, Golding Capital Partners
  • US tax considerations – the SEC & the Biden administration
  • What will the future of private asset fundraising look like?
  • Operational strategy & organisational design across private assets

 

facilitated by Sahem Gulati, Private Assets Capability Lead, Strategy & Consulting, Asset Management

  • Carry expectations in the post-Covid era facilitated by Nigel Mills, Director, MM&K
  • Weighing up the benefits of waterfall automation
  • How are valuation methods & processes changing across private assets?

 

A speaker photo for Christian 	 Schnabel

Christian Schnabel

Managing Director, Golding Capital Partners

Read bio
A speaker photo for Sahem  Gulati

Sahem Gulati

Private Assets Capability Lead, Strategy & Consulting, M&G Investments

Read bio
A speaker photo for Nigel Mills

Nigel Mills

Director, MM&K

Read bio
A speaker photo for Sam  Marsh

Sam Marsh

Managing Director – Institutional, Alpha FX

Read bio
A speaker photo for Danai  Musandu

Danai Musandu

Senior Investor Relations Associate, HPE Growth

Read bio
A speaker photo for Colin MacLeod

Colin MacLeod

VP of Strategy and Operations, Apperio

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A speaker photo for Tom Burkinshaw

Tom Burkinshaw

Finance Director, JamJar Investments

Read bio
18:00 - 19:00

Networking Drinks Reception

Agenda

CFOs & COOs Europe Forum 2021 - Wednesday 17th

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

CFOs & COOs in private equity

Anthony Greaves

<em>Facilitated by </em><strong>Jasi Halai, </strong>Group Financial Controller & Operating Officer, <strong>3i Group</strong>

A speaker photo for Anthony Greaves

Anthony Greaves

Director – PE Finance & Operations, 3i Group

Read bio
08:45 - 09:45

CFOs & COOs in private debt

Andrew Haywood

Facilitated by Andrew Haywood, CFO, Park Square Capital

A speaker photo for Andrew Haywood

Andrew Haywood

CFO & CCO, Park Square Capital

Read bio
08:45 - 09:45

CFOS & COOs in infrastructure

Colm Walls
A speaker photo for Colm Walls

Colm Walls

CFO, Iona Capital

Read bio
08:45 - 09:45

CFOs & COOs in real estate

Holger Braun

Facilitated by Dr. Holger Braun, CFO, Allianz Real Estate

A speaker photo for Holger Braun

Holger Braun

CFO, Allianz Real Estate

Read bio
Chairperson's Welcome Day 2
09:40 - 09:45

Chairperson's Welcome

Richard Urban
A speaker photo for Richard Urban

Richard Urban

Independent Non-Executive Director, Rivington Pike

Read bio
Plenary
09:45 - 10:15

Opening presentation: Courageous Leadership

Peter McKenzie

In volatile and challenging times, research has shown that the one characteristic that sets successful leaders apart can be summarised in one word: courage.

This session gives you and your team the mindset and practical tools to become more courageous, to act and take the necessary risks to be truly effective.

This action-packed and practical keynote will provide participants methods to:

  • Evaluate and optimize their own leadership style and values.
  • Build Courage, Increase productivity and focus and reduce stress.
  • Create a culture where people admit to and learn from mistakes, fostering team collaboration, creativity and long-term term success.
A speaker photo for Peter  McKenzie

Peter McKenzie

CFO, Anticipa Real Estate

Read bio
10:15 - 11:00

Assessing the future of private investments in Europe

Richard Urban, Simon Hirtzel, Jose Benedicto, James Duffield

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?
A speaker photo for Richard Urban

Richard Urban

Independent Non-Executive Director, Rivington Pike

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A speaker photo for Simon Hirtzel

Simon Hirtzel

General Partner and COO, IQ Capital

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A speaker photo for Jose Benedicto

Jose Benedicto

Partner, Direct Lending

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A speaker photo for James  Duffield

James Duffield

Head of Business Development, Aztec Group

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11:00 - 11:30

Networking Break

Plenary
11:30 - 12:00

The rise of ESG sub lines

Martina Macpherson, Toby Mitchenall

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?

A speaker photo for Martina Macpherson

Martina Macpherson

Head of ESG Strategy, ODDO BHF Asset Management

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A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, Private Equity, PEI

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12:00 - 12:40

Best practice for building relationships with portfolio companies

Shuli Levy, Mandar Kulkarni, Peter McKenzie, Christopher Parmo, Nigel Diesveld

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?

Moderator: Shuli Levy, CFO/COO, Expedition Growth Capital

A speaker photo for Shuli Levy

Shuli Levy

CFO / COO, Expedition Growth Capital

Read bio
A speaker photo for Mandar Kulkarni

Mandar Kulkarni

CFO, Blue Water Energy

Read bio
A speaker photo for Peter  McKenzie

Peter McKenzie

CFO, Anticipa Real Estate

Read bio
A speaker photo for Christopher Parmo

Christopher Parmo

COO/CFO, Verdane

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A speaker photo for Nigel  Diesveld

Nigel Diesveld

CFO & CRO, HPE Growth

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12:40 - 13:00

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

Charles Foucard, Ellinor Schrewelius

Closing Interview

Charles Foucard, CFO & Head of Development Strategy, Pictet Private Markets

A speaker photo for Charles  Foucard

Charles Foucard

CFO & Head of Development Strategy, Pictet Alternative Advisors

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A speaker photo for Ellinor Schrewelius

Ellinor Schrewelius

Director, Investor Relations, Verdane

Read bio
13:00 - 14:00

Networking Lunch

14:00 - 14:00

Close of conference

Pre-Event Resources

Working Groups post event report

Working Groups featured 80+ industry leaders from across private funds with the chance to connect with other professionals. The report features interviews, highlights, and more.

View the post event report

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

Senior Managing Director & Chief Operating Officer, Capital Dynamics

Hina is a Senior Managing Director, Chief Operating Officer and member of the Executive Committee. She is also a member of our Responsible Investment Committee – Truly Invested® in Diversity & Inclusion (“D&I”). Prior to joining us, she was a… Read full bio

Tom Alabaster

Partner and EMEA Head of Funds, Ropes & Gray

Tom is consistently recognised as a leading investment management lawyer by clients and peers, and in industry publications such as Legal 500 and Chambers UK. Clients refer to Tom in the legal directors as “absolutely awesome” and “very generous with… Read full bio

Katja Baur

Partner and 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

Jose Benedicto

Partner, Direct Lending

José Benedicto is a Founder of Shard Credit Partners, established in 2013 to provide alternative sources of financing in the UK lower mid-market companies. Prior to establish Shard Credit Partners, he was a private equity professional at Investindust… Read full bio

Holger Braun

CFO, Allianz Real Estate

Since 2016, Holger Braun is leading the global finance function of Allianz Real Estate Group (ARE) responsible for Alternative Finance and Corporate Finance matters. Prior to that, he established the Financial Transaction Service function at ARE resp… Read full bio

Tom Burkinshaw

Finance Director, JamJar Investments

Tom is the Finance Director at JamJar Investments, the innocent drink founders’ venture capital fund, which is focused on investing in digital consumer brands. He has extensive experience across private equity fund structuring and reporting, having p… Read full bio

Edwin Chan

Chief Commercial Officer, UK and Ireland, IQ-EQ

Edwin Chan joined IQ-EQ in October 2021 as Chief Commercial Officer for the UK & Ireland. He has over 20 years of experience helping launch and grow fund services businesses, including within leading international banks in London, Bermuda and Hon… Read full bio

Clint Coghill

Chief Executive Officer, Backstop Solutions Group

Clint Coghill is the CEO and Chairman of the Board of Backstop Solutions Group. Clint co-founded Backstop in 2003 with the vision of helping institutional and alternative investors make the most of every minute. With nearly 30 years of experience in… Read full bio

Paul Cunningham

Chief Financial Officer, Helios Investment Partners

Mr. Cunningham has overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities. An experienced private equity finance and admini… 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

Nigel Diesveld

CFO & CRO, HPE Growth

Nigel is the Chief Financial Officer and Chief Risk Officer at HPE Growth and is part of the Management Team. In his role, he focuses on HPE Growth’s Operations Team, providing leadership to (portfolio) controlling & reporting and accounting func… Read full bio

James Duffield

Head of Business Development, Aztec Group

James heads up our Group business development initiative across all core services and major asset classes, working alongside the Group’s board, executive and product development committees to determine our commercial focus and new business strategy.… 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

Peter Dunbar

Private Equity Senior Specialist, PRI

Peter Dunbar is a Private Equity Senior Specialist within the PRI’s Investment Practices team. Peter has 20 years experience in the asset management industry, and before joining PRI, was a Senior Manager in the private markets team of Capital Group f… Read full bio

Marcello Falcone

Portfolio Monitoring, Investindustrial

Marcello joined Investindustrial in 2016 in the portfolio monitoring team, where his main focus was data strategy, and is now responsible for many of the firm’s key data management solutions. Marcello has supported the development and execution of th… Read full bio

Charles Foucard

CFO & Head of Development Strategy, Pictet Alternative Advisors

Charles Foucard, CFO & Head of Development Strategy at Pictet Alternative Advisors Charles joined the Pictet Group in 2015 as Director of Projects, steering Group transversal and strategic projects across the Asset Management and Alternatives bus… Read full bio

Anthony Greaves

Director – PE Finance & Operations, 3i Group

Anthony Greaves is a Director of Finance & Operations in the Private Equity Business of 3i Group Plc, a FTSE100 leading international investor focused on mid-market Private Equity and Infrastructure. He is responsible for the operational running… Read full bio

Sahem Gulati

Private Assets Capability Lead, Strategy & Consulting, M&G Investments

Sahem recently joined M&G Investments in May 2021 as the Private Assets Capability Lead within the Strategy & Consulting team. He has over eight years’ industry experience and is passionate about driving positive change within businesses with… 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

Marco Hinz

COO, Crosslend

Being a serial entrepreneur with over 25 years of experience, Marco has overseen the foundation and sustainable development of several successful companies, among them IT service providers for data centre outsourcing, infrastructure as a service (Iaa… Read full bio

Simon Hirtzel

General Partner and 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

Tom Hodge

General Counsel & Chief Compliance Officer, Glendower Capital

Tom is the General Counsel and Chief Compliance Officer of Glendower Capital, responsible for legal, compliance, anti-money laundering, regulatory, and corporate governance matters at Glendower. Prior to Glendower, Tom was a private funds Associate a… Read full bio

Manoj Jain

Director – Group Finance Operations, 3i Group Plc

Manoj joined 3i in 2011 and is Director, Group Finance Operation based in London, and leads Finance Operations team. He is responsible for financial reporting and operations for 3i funds, investment portfolio, Regulatory reporting, investment structu… 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

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

Brian Kane

Director of Capital Markets & Originations: UK, Ireland & Nordics, CrossLend

Brian brings with him 20+ years of experience in the analysis and funding of credit risk, covering pan-European ABS transactions. He spent 17 years at S&P Global Ratings in senior analytical and team leader roles within the Structured Finance gro… Read full bio

Raxita Kapashi

CFO, Dawn

Raxita is the CFO at Dawn and manages all the finance and operations for Dawn. Before joining Dawn, Raxita was a CFO of a Fintech group called TruFin plc. Raxita was instrumental in taking the group to IPO on AIM raising £70m of proceeds. Prior to Tr… Read full bio

Mandar Kulkarni

CFO, Blue Water Energy

Mandar joined Bluewater in April 2017 as Chief Financial Officer and is responsible for the finance function and overseeing the firm’s financial affairs, including the Funds and investment manager operations, Investor Relations, Compliance, Fund and… Read full bio

Nick Latner

Finance Director, Hg Capital

Nick is Hg’s Finance Director, having overall responsibility for the Corporate, Fund and Operational Finance (including Portfolio reporting, Treasury and Luxembourg) accounting teams. Nick joined Hg in 2019, following a five-year spell with Capita pl… Read full bio

David Lazar

Senior Director, Product Manager, Allvue Systems

David Lazar is Product Manager for CLO and Public Credit at Allvue and also leads the ESG strategy across all business lines. He previously ran the Portfolio Compliance Implementations department. Prior to joining Allvue, he worked at Eze Software Gr… Read full bio

Karine Litou

Deputy Head of 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

Shuli Levy

CFO / COO, Expedition Growth Capital

Shuli joined Expedition Growth Capital in 2021 and is responsible for finance and operations. Shuli leads Expedition’s engagement with portfolio company finance teams and manages investor reporting. She began her career with 14 years at PwC, first as… Read full bio

Colin MacLeod

VP of Strategy and Operations, Apperio

Colin MacLeod is the VP of Strategy and Operations at Apperio, the cloud-based legal spend analytics and matter tracking platform. He has deep expertise in transformation and risk management having previously headed Business Operations for Nested and… Read full bio

Martina Macpherson

Head of ESG Strategy, ODDO BHF Asset Management

Martina Macpherson is Head of ESG Strategy and an ExCo Member for ODDO BHF Asset Management & Private Equity. She is also President of the Network of Sustainable Financial Markets, a NextGen think tank in Sustainable Finance. Martina has held sev… Read full bio

Danai Musandu

Senior Investor Relations Associate, HPE Growth

Danai Musandu is the Senior Investor Relations Associate at HPE Growth. In her role, she leads and supports the public and investor relations function. Her work involves fundraising and strategic communication both internally and externally. Prior to… Read full bio

Dimitris Matalliotakis

Head of Information Systems, AssetMetrix

Dr. Dimitris Matalliotakis is Head of Information Systems and Member of the Management Board of AssetMetrix. He has more than 20 years of experience in the fields of information technology and digital transformation consulting. Dimitris was previousl… Read full bio

Sam Marsh

Managing Director – Institutional, Alpha FX

Sam is responsible for leading Alpha’s institutional financial solutions team as well as new product development in the institutional space. Working closely with our clients and industry partners, Sam is focused on ensuring our service and technology… 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

Nigel Mills

Director, MM&K

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 carried interest and co-investment pla… Read full bio

Toby Mitchenall

Senior Editor, New Private Markets

Toby Mitchenall is Senior Editor, ESG and Sustainability at PEI. He is the editor of New Private Markets, a new publication serving sustainable investors in private markets, from ESG to impact. Toby was previously responsible for PEI’s private equity… 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

Max Moore

Partner, Alpha

Max is a Partner at Alpha, and was part of the team that founded its institutional division backed in 2017 in order to focus on developing currency management and account solutions exclusively for the alternative investment industry. Today, the Alpha… Read full bio

Rebecca Noyes

Chief Financial Officer, Alderwood Capital

Rebecca is the Chief Financial Officer of Alderwood Capital, an asset management firm recently established in London focused on ‘GP stakes’ equity investing in a diverse range of boutique, best in class institutional asset managers around the world.… 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

Tina Page

COO, MV Credit

Joined in 2000 - Chief Financial Officer. Tina has over 19 years of industry experience by working for MV Credit since inception, and is a member of the Management Committee. Tina is responsible for operational risks, oversight and management of the… Read full bio

Harry Pampiglione

Portfolio Analytics & Data Science Manager, Lloyds Development Capital

Harry joined LDC in 2020 and supports new investments, portfolio companies and portfolio wide analytics, with a focus on data and technology. Internally, Harry also leads the digital transformation of LDC’s portfolio analytics and supports other tech… 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

Ash Patel

IT Director and Head of Cyber, ECI Partners LLP

Ash has more than 25 years of experience in IT Management and Cyber. Ash joined ECI in 2000, where he is IT Director and Head of Cyber. Ash’s role involves directing and controlling the development, implementation and maintenance of ECI’s information… Read full bio

Stephen Penney

Partner, StepStone Group

Mr. Steve Penney has over 30 years international operations experience in the asset management industry having worked in Ireland, U.K., Japan, South East Asia and the U.S. He is currently the CEO of StepStone’s AIFM in Ireland, a member of StepStone… Read full bio

Andrew Poole

Director, ACA

Andrew Poole joined ACA in September of 2018 as a Senior Principal Consultant. Andrew started his career in middle office trading and sales at CFSB in Zurich, where he processed fixed-income trades. From there, he went to RMF/Man Investments, serving… Read full bio

Juri Pervjakov

Finance and Technology Director, BaltCap

Juri joined BaltCap in 2016 as a Finance and Technology Director. Located in our Tallinn office, he is responsible for finance and operations of several funds, as well as IT developments in the BaltCap group. With over 15 years of professional experi… Read full bio

George Ralph

Global Managing Director and CRO, RFA

As Global Managing Director and CRO of RFA, George is a technology and business leader with a proven track record of strategic alignment, process improvement and guidance. Having been both a COO and a CTO of his own technology firms over a nineteen-y… Read full bio

Suzie Ruffley

Director, Head of People, Foresight Group

Suzie Ruffley joined Foresight Group in 2017, as Director and Head of People. She joined to set up the HR Function at Foresight and is responsible for all aspects of the People Strategy across the group. Prior to this, she was Head of HR Operations a… 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, Compliance and ESG. She has a focus on developing the firm’s talent and chairs Hg’s Diversity & Inclusion Steering Group. She… Read full bio

Daljit Sandhu

COO & Founder, Précis Capital Partners

Daljit Sandhu is co-founder and chief operating officer of Précis Capital Partners, a real estate lending platform that delivers large-ticket financing solutions to real estate developers for projects across the UK. In her role as COO, Sandhu is resp… 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

Ellinor Schrewelius

Director, Investor Relations, Verdane

As an Investor Relations Director, Ellinor works with a number of the world's most respected institutional investors on behalf of Verdane, the Northern European growth equity specialist investor, covering investor relations, ESG reporting, fundraisin… 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

Simon Shipgood

Regional Director, EWM Global

Simon Shipgood is responsible for sourcing and developing client relationships for EWM Global’s UK and European markets. In this role, he has worked with some of the world’s largest financial institutions including global banks, asset managers, and p… Read full bio

Ayesha Singh

Legal Counsel, Muzinich

Ayesha Corrine Singh joined Muzinich & Co. as Legal Counsel in 2017. Previously, she was legal counsel at EnTrust Global covering EMEA and APAC. She trained and practiced at the law firm Simmons & Simmons in their Financial Services Regulator… Read full bio

James Smith

Head of Finance and Operations, ARA Venn

James is the Head of Operations and Finance at ARA Venn. He has a number of years’ experience within the financial service industry across alternative asset investment structures. He has worked predominately in credit covering a wide range of product… 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

Colm Walls

CFO, Iona Capital

Colm is the CFO of Iona Capital, with over 20 years of experience in the financial services industry. He is responsible for finance and compliance at Iona, and sits on the company’s Investment, Asset Management and ESG committees. Prior to joining Io… Read full bio

Ralph Welsch-Lehmann

Chief Financial Officer, Fiduciary Co-investment Partners

Ralph Welsch-Lehmann joined FCP in January 2021, and serves as a fractional CFO for each FCP Limited Partnership, on behalf of FCP Private Markets GP Limited. Ralph is an active early-stage investor and serves as fractional CFO for several companies… Read full bio

Danielle Wilson

Platform Sales – Securities Services | J.P. Morgan

Danielle works within J.P. Morgan’s Global Private Equity Sales team, based in London. In this role, Danielle is responsible for managing new business development and relationship management for Alternative Fund Manager clients across EMEA. Danielle… Read full bio

Stefano Zucca Marmo

CFO, Precis Capital

Stefano is a fellow member of ICAEW, with over 24 years-experience in shaping and leading high-performing finance teams at Country, regional and Group level. He offers expertise in real-estate and investment management where he has been working for o… 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

Network with the European private funds industry

Connect with 150+ CFOs, COOs and senior finance and operations professionals, for two days of learning and networking. This is a must-attend event for those who want the tools to prime their private fund operations for the future.

Download the sample attendee list

The in-person networking experience

Gain access to the community

Benefit from our expansive CFO and COO private funds community who will be in attendance throughout the forum.

Meet in-person once again

Connect with your peers during discussion groups, networking breaks, panel Q&As, invite-only breakfasts and an evening-drinks reception.

Build a valuable private funds network

Current attendees include Actis, DPI, DWS Infrastructure, LaSalle Investment Management, Muzinich & Co, NTR, ODDO BHF Private Equity, Park Square Capital and many more.

Covid precautions

To help keep you and our colleagues safe, we have embraced the following principles to ensure the smooth running of our event portfolio, globally.

Planning and risk assessment

The CFOs & COOs Europe Forum has a detailed plan and risk assessment in light of local government and health authority frameworks, now specific to the Covid pandemic. Our staff are working to event industry protocols to minimise and mitigate risk.

Entry requirements

Fully vaccinated – You are required to show an official vaccine certificate and a negative lateral flow/rapid antigen test which must be done within 24 hours of arrival at the event venue.

Not fully vaccinated – You are required to show evidence of a negative lateral flow/antigen test each day of the event.

Cleanliness

PEI is working with our venue partners to ensure the highest standards of hygiene and cleanliness. This includes a deep clean pre-event and continuous sanitisation during the event, with a focus on high-contact areas such as lifts, staircases, door handles, restrooms and food and beverage delivery points.

Personal Protective Equipment (PPE)

Attendees and staff at all PEI events may be required to use items of PPE in accordance with local government and health authority regulations. This could include wearing a face covering, the use of gloves and/or face screens in certain parts of the venue.

Contactless

Where possible PEI will encourage attendees to minimise their contacts. This includes the event registration process and also contact between attendees. PEI encourages all attendees to avoid close social contact such as hand-shakes and to find digital alternatives to exchanging details rather than business cards.

Attendee numbers and density

PEI will assess and manage in line with local government and health authority mandates the number of delegates in the event space and the flow of attendee traffic in and out of plenary and break-out rooms and around exhibition rooms and other meeting spaces.

Personal hygiene

In tandem with venue measures, PEI encourages attendees to take full advantage of hand sanitisation stations around the venue.

Track and trace

We will work with local authorities as required to track, trace and contact attendees in line with the applicable privacy legislation.

Medical

Qualified first-aid staff will be ready to assist anyone falling ill for whatever reason. In the event of any attendee suffering Covid-related symptoms, the PEI team will follow local health guidance in ensuring the safety of all participants.