Driving the future of private fund finance and operations

The CFOs & COOs Europe Forum returns to London in November 2022.

After an outstanding inaugural live event in 2021, the CFOs & COOs Europe Forum will give you the perfect platform to hear live from leading industry heavyweights and influential figures across the private markets.

Whether you’re an operations or finance professional in private equity, private debt, infrastructure or real estate, the forum caters for all the key alternative asset classes and gives you the opportunity to network with and benchmark against over 200 of your peers.

Utilise the event to meet one-to-one with other attendees, discover solutions for your operational challenges; exchange thoughts on fund finance best practice, and take advantage of some truly unique content across the two days from 15-16 November in London.

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

Build your industry network

Meet over 200 of your private market peers in-person and utilise your time onsite to network with as many key contacts as possible. Build lasting relationships and compare best practices with your peers across our two-day interactive programme filled with networking opportunities.

 

Undiluted, unrivalled content

Hear from 60+ experts across operations, finance, technology, legal and data functions, among the leading private fund managers in the market. Take in a mixture of insightful, data-driven presentations, topical panel discussions and interactive debates.

Meet the biggest players in market

Network and learn from leading CFOs & COOs. Last year’s attendees included 3i Group, Allianz Real Estate, Capital Dynamics, Development Partners International, Hg, Park Square Capital, and many more.

Key event themes

  • Continued ESG & SFDR integration in fund finance and operations
  • Private market movements: Increasing democratisation, hybrid fund dynamics, emerging strategies and more
  • Cyber threats and challenges for private funds in an insecure and uncertain world
  • Best practice for dealing with demands from increasingly sophisticated underlying investors

Book now

Featured companies from 2021

3i Group
Actis Capital
Alderwood Capital
Allianz Real Estate
ARA Venn
Blackstone
Cale Street Capital
Campbell Lutyens
Capital Dynamics
Cloud Capital
Development Partners International
Equistone Partners
Frog Capital
Hg
HPE Growth
Investindustrial
Iona Capital
IQ Capital
LaSalle Investment Management
Lloyds Development Capital
Montagu Private Equity
Muzinich & Co.
MV Credit
ODDO BHG Asset Management
Orchard Global Asset Management
Park Square Capital
Phoenix Equity Partners
Precis Capital Partners
Shard Credit Partners
Vantage Infrastructure

Featured speakers from 2021

Testimonials from attendees

Vantage Infrastructure

Alex Geach, Finance Director

An excellent conference offering a wide range of relevant panel discussions and the opportunity to network effectively

NTR

Marie Joyce, Chief Financial Officer

An excellent mix of peers – never a wasted journey to this conference, learn something new and make new connections every time

StepStone Group

Stephen Penny, Partner & CIO

Great coverage of current relevant topics for COOs/CFOs with good balance between high-level intro to broader issues and deep dives into most topical issues

The CFOs and COOs Europe Forum will take place on 15-16 November.

If you are interested in speaking at the Forum, please contact James Hatwell.

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

Download the agenda

Day 1 Day 2
View agenda page

Agenda

PEI Private Fund CFO/COO Forum 2022 - Day 1 - Tuesday 15th

Plenary
08:40 - 08:45

Chairperson’s Welcome Address for the PEI Private Fund CFO/COO forum

08:45 - 09:25

What an unpredictable world means for private fund managers

Panel Discussion 

  • The macro-economic view: how high inflation and interest rate volatility is being monitored
  • Inflationary impact on valuations, sub-lines, carried interest, taxation and more
  • How are finance and operational executives planning for the near future in the face of this uncertainty?
  • Geo-political considerations and challenges
09:25 - 09:45

Keynote interview

09:45 - 10:25

Examining private market evolution: how CFOS & COOs are adapting

Panel Discussion

  • How asset classes are increasingly blending and why a holistic approach is becoming more common for fund managers
  • Emerging strategies – what new investment vehicles are being pursued by GPs? How is this affecting complexity from an operational and finance perspective?
  • Fund structuring trends – open ended, closed ended, liquidity, and how this increasing variation is keeping CFOs and COOs busy
10:25 - 10:45

Interview: The future of carry and compensation

  • Staying on top of a transformative area of finance
  • How will macro trends, taxation and government action affect carried interest?
  • The ongoing efforts of digitalisation and what this means for carry and compensation across different organisations
  • Will the trigger be pulled when it comes to linking ESG and carry? If so, how will this manifest?
10:45 - 11:20

Networking break

Plenary
11:20 - 12:00

ESG mobilisation: what will challenging times ahead mean for its momentum?

Panel Discussion 

  • Will ESG integration continue at the desired rate in this difficult macroeconomic and geopolitical environment?
  • How funds can overcome external pressures and challenges to achieve their environmental, social and governance goals
  • ESG sub-line development & manifestation across private assets
  • Impending ESG regulation: a help or a hindrance when it comes to making an impact?
12:00 - 12:35

The ever-evolving human capital landscape: recruitment, retention, rewarding and more

Panel Discussion

  • The responsibility of business leaders in 2022 and beyond when it comes to HR and human capital
  • Incentivising talent in a new world of work
  • How understanding of D&I is evolving and impacting internal and external decisions and operations
  • Assessing the array of tools, technologies and advice available as the private markets continue their progression in human capital
12:35 - 13:15

Debate: Integration optimisation across a multi-layered enterprise

  • How scaled growth, holistic asset approaches and consolidation are increasing the complexity of cross-business integration
  • Systems and control integration across multiple functions
  • The human element: how can COOs & CFOs nurture a cultural and behavioural blend to match their integration objectives?
  • Streamlining processes, automating and consolidating information across best of breed systems
13:15 - 14:15

Lunch and networking break

Stream A
14:15 - 14:50

Private asset valuations in a changing world

  • What market and economic conditions have had the biggest impact on valuations in recent times?
  • How are finance teams adapting their approach to valuations across private assets?
  • Working collaboratively with third-parties
  • Increased scrutiny around due diligence and the overall pre-investment process
14:50 - 15:25

Assessing the global regulatory landscape for private assets

  • Does increased SEC focus spell increased regulation? Will private capital face similar levels of regulation to public markets in years to come?
  • How can private fund GPs prepare for this and ease the burden for their clients? Best practice and tips when it comes to technology, data and transparency
  • Managing increasing compliance demands in Europe in the face of consolidation and fund complexity across multiple jurisdictions
  • What directives and demands to be aware of heading into 2023 and beyond
15:25 - 16:00

Preparation for SFDR & EU taxonomy: dealing with client demand

  • As LPs mobilize for impending regulation, how have GPs dealt with demands from their clients so far in 2022?
  • What’s coming down the line in regards to reporting and compliance?
  • Best practice and top tips for CFOs and COOs to streamline & optimise these compliance processes in the ESG transition
Stream B
14:15 - 14:50

Digging into the data: establishing a successful firm-wide strategy

  • Why data quality & assurance is integral and how to achieve it
  • Overcoming data sourcing challenges in private markets
  • Why the fuss? How quality data can influence investment decisions, reporting, operational capacity and more
  • Consolidating data across platforms and asset classes as managers adopt a more holistic approach to private markets
14:50 - 15:25

Gaining a competitive edge: how to ease the fund administration burden

  • Staying on top of the latest global and regional trends in fund administration
  • How third parties are adapting to increased fund complexity across assets
  • Vendor selection and monitoring challenges
15:25 - 16:00

Portfolio monitoring – trials, tribulations, tips & techniques

  • How portfolios are evolving in private markets and becoming increasingly multi-faceted
  • Biggest challenges facing GPs when it comes to monitoring
  • Technologies – in-house vs outsourcing, best tools, integration and more
  • Best practice for working across teams internally for optimum monitoring, reporting & service
16:00 - 16:30

Networking break

Plenary
16:30 - 17:00

Interactive debate: What does the working day of the future look like?

  • Assessing the merits and limitations of different models & approaches
  • Legacies from the remote working era
  • Finding the right balance – considerations for the organisation, teams and individuals
  • Predictions for 2023 and beyond
17:00 - 17:45

Off the record - audience roundtable discussions over drinks:

  • How private markets are catching up when it comes to data management and analytics
  • Incorporating D&I with impact into your recruitment and retention strategy
  • Operational challenges for emerging and small-scale managers
  • Coping with increasing taxation complexity
  • The rise and rise of fund finance
  • Managing side letter requirements
  • Evolving cyber security strategies for private funds
  • In-house vs outsourcing and technology/software selection
17:45 - 19:00

Networking drinks reception

Agenda

PEI Private Fund CFO/COO Forum 2022 - Day 2 - Wednesday 16th

08:45 - 09:45

Private think tanks – asset classes

  • CFOs & COOs in private equity
  • CFOs & COOs in private debt
  • CFOS & COOs in infrastructure
  • CFOs & COOs in real estate
Plenary
09:45 - 09:50

Chairperson’s day 2 welcome

09:50 - 10:30

The democratisation of private markets and its impact on operational models

  • Examining the trend of retail wealth entering the private markets
  • How will this continue to evolve over the coming years?
  • Across the business model: how will this affect how private fund managers operate?
10:30 - 11:00

Interview: Blockchain technology & tokenization: enabling access for retail wealth?

  • How can blockchain tech & tokenization revolutionise how individuals and enterprises access to private markets?
  • Making illiquid assets liquid: How loans and real estate are driving the evolution
  • What this requires from a technology, operational and resource perspective
  • Lessons to be learnt from public market funds and other industries
11:00 - 11:30

Networking break

Plenary
11:30 - 12:00

Exclusive PEI Fees & Survey presentation

12:00 - 12:40

Embedding efficient risk management across your organisation and beyond

Panel Discussion

  • How different elements of risk are evolving as private markets become more sophisticated
  • Best practice when it comes to nurturing a risk-savvy workforce
  • CFOs, COOs and CROs roles in risk management beyond the organisation – third parties and within the portfolio
12:40 - 13:00

Closing Interview: The future of fundraising operations

  • What does fundraising look like for your organisation now?
  • Will it stay this way or transform again?
  • What CFOs and COOs contribute and how this can vary as investors become more sophisticated and diverse
  • Working collaboratively with your investor relations and sales colleagues
13:00 - 14:00

Networking Lunch

14:00 - 14:05

Close of conference

Pre-Event Resources

Speakers for 2022 will be confirmed soon

For more information on speaking in 2022, please contact James Hatwell.

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

Register your interest

Sponsorship opportunities in 2022

For more information on available sponsorship opportunities please fill in the enquiry form.

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

Become a sponsor

The in-person networking experience

Connect with 200+ 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 past attendee list

The in-person networking experience

Gain access to Europe’s largest CFO & COO community

The forum will attract 200+ operational and finance leaders from across private equity, private debt, infrastructure, and real estate markets. Benefit from our expansive CFO and COO private funds community.

Meet in-person in London this November

Connect with your peers during discussion groups, networking breaks, panel Q&As, invite-only breakfasts and an evening-drinks reception. Network in-person, arrange meetings and build relationships face-to-face.

Peer-to-peer benchmarking and finding solutions

Attend the forum to benchmark tools and processes against your industry peers. Take tangible solutions back to the office after having meaningful discussions with fellow professionals and service providers.

 

Previous attendees included

3i Group
Actis Capital
Alderwood Capital
Allianz Real Estate
ARA Venn
Blackstone
Cale Street Capital
Campbell Lutyens
Capital Dynamics
Cloud Capital
Development Partners International
Equistone Partners
Frog Capital
Hg
HPE Growth
Investindustrial
Iona Capital
IQ Capital
LaSalle Investment Management
Lloyds Development Capital
Montagu Private Equity
Muzinich & Co.
MV Credit
ODDO BHG Asset Management
Orchard Global Asset Management
Park Square Capital
Phoenix Equity Partners
Precis Capital Partners
Shard Credit Partners
Vantage Infrastructure

Testimonials from attendees

Vantage Infrastructure

Alex Geach, Finance Director

An excellent conference offering a wide range of relevant panel discussions and the opportunity to network effectively

NTR

Marie Joyce, Chief Financial Officer

An excellent mix of peers – never a wasted journey to this conference, learn something new and make new connections every time

StepStone Group

Stephen Penny, Partner & CIO

Great coverage of current relevant topics for COOs/CFOs with good balance between high-level intro to broader issues and deep dives into most topical issues

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 and COOs Forum: Europe 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

We recommend that you take a lateral flow test 24 hours before attending the event to help keep you and your fellow attendees safe.

Cleanliness

PEI Media 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 Media 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 Media will encourage attendees to minimise their contacts. This includes the event registration process and also contact between attendees. PEI Media 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 Media 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 Media 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 Media team will follow local health guidance in ensuring the safety of all participants.