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.
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.
Stay up to date with the trends in private funds
Hear from industry and topic experts on a wide range of themes, from the technological to the technical. After a period that has redefined operational norms, it will be vital to stay in touch with the latest trends and benchmark against your peers and competitors.
Make the most of 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.
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.
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
Day 1 - Tuesday 4th
CFOs & COOs Working Groups 2021 Welcome Address
Opening Panel Discussion: The CFOs & COOs role in the post-pandemic era
- 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 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 Group A: Achieving sustainable business growth in the digitised era
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
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.
Working Group C: Strategic priorities for the private fund CFO for 2021 and beyond
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
Lunch break, speed networking & tech demo showcase
Working Group D: What ESG means for private fund CFOs and COOs in the post-Covid era
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
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.
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.