Private Equity
International
International
CFOs & COOs Europe Forum London 2021
16 - 17 November 2021,
No. 11 Cavendish Square, London
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.
Leading speakers confirmed including:
Attendees of the CFOs & COOs networking event earlier this year
Secure your place today. Connect with CFOs and COOs at leading European private funds.
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.
View agenda page
Agenda
CFOs & COOs Europe Forum 2021 - 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
Tom Alabaster,
Hina Ahmad,
Rachel Fenwick,
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
09:25 - 09:50
Driving inclusion & diversity progress in private markets
Danielle Wilson
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
Steve Darrington,
Peter Dunbar,
Marie Joyce,
Michaela Strempfl,
Omar Dapul
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
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
10:55 - 11:30
Networking Break
Plenary
11:30 - 12:15
Investment outlook – how are private markets shaping up?
Katja Baur,
Jose Benedicto,
Christian Hinze
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
Karine Litou,
Sahem Gulati,
Dimitris Matalliotakis,
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
13:00 - 13:40
Debate: Out-sourcing vs in-house considerations
Aaron Kienwald,
Maqbool Mohamed,
Leo Scanavino,
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
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
Tom Hodge,
Diana Meyel,
Ayesha Singh
- 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
Niyamat Fazal,
Sam Marsh
- 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
Daniel Bartsch,
Lisa Weaver-Lambert,
Susan Wilkins,
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
15:30 - 16:15
Combating increasingly sophisticated cyber threats
Eric Lazear,
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
16:15 - 16:40
Networking Break
Plenary
16:40 - 17:20
Culture, human capital and talent strategy in private assets
Stuart James,
Caron Aitken,
Marc Dumbell ,
Martina Sanow
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
17:20 - 18:00
Off the record - audience roundtable discussions over drinks
Debojit Mukherjee,
Christian Schnabel,
Sahem Gulati,
Nigel Mills,
Sam Marsh
-
- 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?
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
Jasi Halai
<em>Facilitated by </em><strong>Jasi Halai, </strong>Group Financial Controller & Operating Officer, <strong>3i Group</strong>
08:45 - 09:45
CFOs & COOs in private debt
Andrew Haywood
Facilitated by Andrew Haywood, CFO, Park Square Capital
08:45 - 09:45
CFOS & COOs in infrastructure
Colm Walls
08:45 - 09:45
CFOs & COOs in real estate
Holger Braun
Facilitated by Dr. Holger Braun, CFO, Allianz Real Estate
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.
10:15 - 11:00
Assessing the future of private investments in Europe
Richard Urban,
Simon Hirtzel
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
Martina Macpherson
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
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
12:40 - 13:00
How python modelling is set to improve investment decisions, private fund management and investor relations
Charles Foucard
Closing Interview
Charles Foucard, CFO & Head of Development Strategy, Pictet Private Markets
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.
Speakers confirmed for 2021
For more information on the agenda, please contact James Hatwell.
james.hatwell@peimedia.com | +44 (0) 20 3994 7961.
Hina Ahmad
COO, 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
Caron Aitken
Head of Operations, Climate Fund Managers
Caron is the Head of Operations responsible for the Human Resource function and ensuring effective and timely delivery of information technology, procurement, travel, facilities, and administration. She manages operational resilience to ensure busine… 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
Daniel Bartsch
Co-Founder and COO, creditshelf
Daniel has more than 15 years of international experience both in consulting and banking. At creditshelf he is responsible for the daily business and relationships with clients and business partners. Before joining creditshelf he was with UBS Investm… 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
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
Omar Dapul
International Head of Solutions Engineering Allvue Systems
In 2011, Omar established the first international office of Allvue Credit (formerly Black Mountain Systems) and grew the business prior to the merger and formation of Allvue. He currently heads the Allvue Solutions Engineering team in London. Allvue'… 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
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 Specialist, UNPRI
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
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
Rachel Fenwick
COO/CFO, LaSalle Global Partner Solutions
Rachel is the Chief Operating Officer and Chief Financial Officer for LaSalle Global Partner Solutions and is directly responsible for the business operations and the corporate accounting and finance functions of LaSalle GPS. Prior to her appointment… 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
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
Jasi Halai
Group Financial Controller & Operating Officer, 3i Group Plc
Jasi Halai is Group Financial Controller and Operating Officer for 3i Group Plc, which is a FTSE100 leading international investor focused on mid-market Private Equity and Infrastructure. She is responsible for the operational running of 3i’s Finance… 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
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
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
Aaron Kienwald
Group COO, Oakley Capital
Aaron is Oakley Capital’s Group Chief Operating Officer having joined in 2020 from private practice law. Aaron is responsible for the group’s operations in particular legal and regulatory, compliance, HR and Tax with a particular focus on fundraising… 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
Eric Lazear
COO, Adit Ventures
Eric S. Lazear is the Chief Operating Officer of Adit Ventures and a member of the Executive Management Committee, as well as a member of Adit’s Valuation Committee. He is based in New York and leads the operational infrastructure, compliance and cyb… 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
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
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
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
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
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
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
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
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
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
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
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
Lisa Weaver-Lambert
Data and Digital Portfolio Executive
Lisa is senior executive with extensive experience using data and technology to accelerate performance. Previously Digital and Data Director for a Mid-Cap Private Equity firm, ex-Accenture, and brings a strong and diverse line role experience in busi… 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
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
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.
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.
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.