Deliver strategic growth within private funds

After a successful first virtual event last year, the PEI CFOs & COOs Europe Forum is taking place in-person in London on 16-17 November. Reconnect and discuss the lessons learnt following a period of isolation that has redefined how finance and operational department’s function.

Discover solutions to the challenges that have arisen over the past months and prime your private fund operations and finance for the future. Hear from industry and topic experts on themes such as digitisation projects, and regulatory frameworks. Take part in an open discussion with your peers from across private markets on ESG implementation, managing teams through disruptive periods and much more.

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 entire Forum and join your peers across private equity, private debt, infrastructure and real estate funds at the event. There will be additional opportunities for those unable to travel to participate remotely. All registered attendees will have access to the Forum as well as the new additional Working Groups event, allowing you to build your network across private funds.

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

1

Connect with 150+ finance and operational leaders

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

2

Stay up to date with the trends in private funds

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

3

Make the most of face-to-face networking!

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

Featured speakers from the 2020 Forum

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Book by 4 May and attend the Working Groups

Make new connections

Switch on your camera and make connections for 25 minutes. Join 4-minute randomly generated meetings, providing you with a quick, informal and light-hearted environment to make speedy connections across the market.

Take part in Working Groups

The audience will be split into small working groups and gain off the record insights from your peers on a range of topics including ESG best practice, fund operations, valuations, and talent.

 

View the Working Groups agenda

Utilise the networking features

You can find and message your fellow attendees through our event platform up to a month in advance of the forum. This user-friendly feature will enable you to reach out to speakers, connect with peers and build relationships for the future.

 

Previous attendees in 2020

3i Group
Abingworth
Abris Capital Partners
Actis
Advantage Investment Partners
African Infrastructure Investment Managers
Agilitas Private Equity
AIIM
All Seas Capital
Allianz
Alpha Leonis Partners
Alternative Investment Advisory Services
American Institute of Artificial Intelligence
AMP Capital
AMTC
ARA Venn
Argan Capital Advisors
Association of Member Nominated Trustees
AXA Investment Managers
Bamboo Capital Partners
BlackRock
Bloom Finance
Blue Wolf Capital Partners
Cale Street Partners
Campbell Lutyens & Co Ltd
Canada Life
Capital Dynamics
Cinven Partners
Clarion Gramercy
Climate Fund Managers
Creditshelf
Crestline Investors
Cross Ocean Partners
CVC Portfolio Company
Dawn Capital
Development Partners International
DMS Investment Management
DRC Capital
DWS Private Equity
EQT
Eureka - Real Assets
Fiera Infrastructure
Glendower
Greystar Europe Holdings Limited
Headway Capital Partners
Hg
HitecVision
ICG
iCON Infrastructure
InstarAGF Asset Management
Invel Real Estate Management
Investcorp
Iona Capital
IQ Capital
Kreos Capital
LaSalle Investment Management
LedgerComm
Lion's Head
Low Carbon
M&G Investment Management
Macquarie Infrastructure & Real Assets
Mayfair Equity Partners
Melody Investment Advisors
Montagu Private Equity
Montana Capital Partners
Muzinich & Co
Newstead Capital
Nickel Digital Asset Management
Northwood
NTR
Oaktree Capital Management
Orchard Global Asset Management
Orion Capital Managers
Pantheon
Park Square Capital
Partners Group
Phoenix Equity Partners
Pictet Alternative Advisors
Pygmalion Capital Advisers
Resource Capital Funds
Ridgewood Infrastructure
RJD Partners
Scottish Equity Partners
Searchlight Capital Partners
Sequoia Capital
Shard Credit Partners
Starwood Capital Group
StepStone Global
Sun European Partners
Telemos Capital
The Carlyle Group
Verdane
Vicenda Asset Management
Warburg Pincus
Whitehelm Capital

CFOs & COOs Working Groups Agenda

CFOs & COOs Working Groups will take place on 4 May, all timings are in BST, UK time zone.

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

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

View the agenda

Day 1
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Agenda

Day 1 - Tuesday 4th

Plenary
10:40 - 10:45

CFOs & COOs Working Groups 2021 Welcome Address

10:45 - 11:30

Opening Panel Discussion: The CFOs & COOs role in the post-pandemic era

Simon Shipgood, Erica Herberg, Christian Hinze, Marie Joyce, Luke Venables, Susan Wilkins
  • Business continuity – what involvement have CFOs and COOs had in continuity plans across the business in the wake of the pandemic?
  • How are the private markets faring & how have the CFOs and COOs involvement in the investment process been impacted?
  • What will any potential return to office look like in the coming months?
  • Future preparation – leaving your mark and planning for stability and success

Moderator: Simon Shipgood, Regional Director, EWM Global

A speaker photo for Simon Shipgood

Simon Shipgood

Regional Director, EWM Global

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A speaker photo for Erica Herberg

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

Read bio
A speaker photo for Christian Hinze

Christian Hinze

COO Europe, StepStone

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A speaker photo for Marie Joyce

Marie Joyce

Chief Financial Officer, NTR

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A speaker photo for Luke Venables

Luke Venables

CFO/COO, ARA Venn

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A speaker photo for Susan Wilkins

Susan Wilkins

CFO, Actis

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Networking Break
11:30 - 12:00

Speed Networking

A quickfire, fun and informal way to make new industry connections. Join this virtual speed networking session where you’ll be paired with fellow attendees at random.

Working Groups
12:00 - 13:30

Working Group A: Achieving sustainable business growth in the digitised era

Simon Shipgood

This working group discussion will cover: steps being taken along private funds digital transformation journey; assessing physical & IT security risk as you progress; whether the pandemic has caused setbacks or accelerated plans; balancing digital progress with financial restrictions caused by covid; what has proved useful to outsource vs what is best kept in-house; utilising data analytics to achieve your business growth; and much more.

Hosted by: EWM Global

A speaker photo for Simon Shipgood

Simon Shipgood

Regional Director, EWM Global

Read bio
12:00 - 13:30

Working Group B: Optimising your private fund operations

This working group discussion will cover: what falls under the fund operations umbrella in the modern era; why synergy with the investment team is integral; the importance of exceptional client service; managing administrative burdens & procedures effectively; achieving compliance amidst cross-border and jurisdictional challenges; staying on top of market, economic and regulatory developments; and much more.

12:00 - 13:30

Working Group C: Strategic priorities for the private fund CFO for 2021 and beyond

Nicholas d'Adhemar

This working group discussion will cover: how priorities have shifted for private fund CFOs recently; valuations; complying with LPs tax obligations; ESG reporting; legal concerns and priorities for the CFO; Brexit concerns and how they’ll materialise over the coming months; hedging and FX; cost-saving and managing budgets effectively in a recession; a CFO’s role in creating value; working with investment teams and other areas of the business; and much more.

Hosted by: Apperio

A speaker photo for Nicholas d'Adhemar

Nicholas d'Adhemar

CEO, Apperio

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Networking Break
13:30 - 14:00

Lunch break, speed networking & tech demo showcase

Working Groups
14:00 - 15:30

Working Group D: What ESG means for private fund CFOs and COOs in the post-Covid era

James Gow

This working group discussion will cover: how understanding of what ESG means is evolving for private funds; which aspects of ESG are highest on the priority list for LPs currently; how it manifest itself across different private assets; ESG data and transparency demands from LPs; where to get ESG data from and how to use it to measure performance in investment; effects of the incoming EU Taxonomy rules; UN PRI templates for reporting; greenwashing; building an ESG culture within your firm; and much more.

Hosted by: Aztec

A speaker photo for James Gow

James Gow

Chief Client Officer, Aztec Group

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14:00 - 15:30

Working Group E: Prioritising people - how is managing, engaging & retaining talent in private markets evolving?

This working group discussion will cover: why talent will become more difficult to retain and how to combat this; challenges with talent retainment and employee engagement that have arisen in the pandemic; the role that business culture plays; using data and analytics to help with retainment; why diversity & inclusion means a more talented workforce; assessing remuneration in the industry; the impact a return to ‘office normality’ might have; the outlook for hiring talent in the coming months; and much more.

14:00 - 15:30

Working Group F: Valuations of private assets in 2021 and beyond

This working group discussion will cover: the challenges in valuing private assets amidst economic & social upheaval; best practice for valuation in times of uncertainty; what GPs can do to position themselves well with their investors; providing credible valuation to LPs; how to effectively use third-party partners when it comes to valuation; evaluating the credibility of NAVs; how valuation differentiates across the private asset spectrum; addressing issues with valuation data; and much more.

Plenary
15:30 - 15:40

Closing remarks & conclusions

15:40 - 15:40

End of PEI CFOs/COOs Working Groups 2021

Pre-Event Resources

Speakers for the CFOs & COOs Working Groups

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

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

View the agenda

Nicholas d'Adhemar

CEO, Apperio

Nicholas is the founder and CEO of Apperio. Nicholas spent six years working as a lawyer for CMS Cameron McKenna and Sterling Energy PLC, and three years client -side in private equity where he experienced first hand the unnecessary conflict, confusi… Read full bio

James Gow

Chief Client Officer, Aztec Group

James leads our multi-jurisdictional client experience, marketing and business development teams, driving the continued development of the Group’s market proposition and its focus on client relationships and experience. In this role he plays a key pa… Read full bio

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

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

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

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

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

Luke Venables

CFO/COO, ARA Venn

Luke is a Partner and CFO/COO at ARA Venn. Luke has 25 years of experience in financial, operational, compliance and infrastructure roles, with a particular focus on credit products. Before joining ARA Venn in 2015, Luke was Head of Operations at CQS… 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
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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.

CFOs & COOs Working Groups Sponsors

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