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

Angus Donaldson

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
A speaker photo for Angus Donaldson

Angus Donaldson

COO, Newstead Capital

Read bio
09:25 - 09:45

Keynote presentation: How to become a rockstar CFO

Peter McKenzie
A speaker photo for Peter  McKenzie

Peter McKenzie

CFO, Anticipa Real Estate

Read bio
09:45 - 10:25

Examining private market evolution: how CFOS & COOs are adapting

Tim Brooks, Nathan Brown, Niyamat Fazal

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
A speaker photo for Tim Brooks

Tim Brooks

Head of Business Operations, MassMutual

Read bio
A speaker photo for Nathan Brown

Nathan Brown

Chief Operating Officer, Arcmont Asset Management

Read bio
A speaker photo for Niyamat Fazal

Niyamat Fazal

CFO, DWS Infrastructure

Read bio
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?

Hina Ahmad, Rehab Al-Lawati, Marc Dumbell

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?
A speaker photo for Hina Ahmad

Hina Ahmad

Senior Managing Director & Chief Operating Officer, Capital Dynamics

Read bio
A speaker photo for Rehab Al-Lawati

Rehab Al-Lawati

Chief Operating Officer, Oman Infrastructure Investment Management (OIM) – Co GP of Rakiza (“Rakiza”)

Read bio
A speaker photo for Marc Dumbell

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

Read bio
12:00 - 12:35

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

Maqbool Mohamed, Christopher Parmo

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
Maqbool Mohamed, Clarion Gramercy

Maqbool Mohamed

CFO - COO, Clarion Gramercy

Read bio
A speaker photo for Christopher Parmo

Christopher Parmo

COO/CFO, Verdane

Read bio
12:35 - 13:15

Debate: Integration optimisation across a multi-layered enterprise

Nicholas Clapham, Manoj Jain, Daljit Sandhu, James Smith
  • 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
A speaker photo for Nicholas Clapham

Nicholas Clapham

Senior Vice President, Global Head of Sales (Alternatives), State Street

Read bio
A speaker photo for Manoj  Jain

Manoj Jain

Director – Group Finance Operations, 3i Group Plc

Read bio
A speaker photo for Daljit Sandhu

Daljit Sandhu

COO & Founder, Précis Capital Partners

Read bio
A speaker photo for James Smith

James Smith

Head of Operations & Finance, ARA Venn

Read bio
13:15 - 14:15

Lunch and networking break

Stream A
14:15 - 14:50

Private asset valuations in a changing world

Paul Cunningham, Dean Horton, Nick Latner
  • 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
A speaker photo for Paul Cunningham

Paul Cunningham

Chief Financial Officer, Helios Investment Partners

Read bio
A speaker photo for Dean Horton

Dean Horton

Chief Financial Officer, Old Mutual Alternative Investments

Read bio
A speaker photo for Nick Latner

Nick Latner

Finance Director, Hg Capital

Read bio
14:50 - 15:25

Assessing the global regulatory landscape for private assets

Tom Hodge
  • 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
A speaker photo for Tom  Hodge

Tom Hodge

General Counsel & Chief Compliance Officer, Glendower Capital

Read bio
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

Rich Itri, Sahem Gulati
  • 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

Moderator: Rich Itri, Chief Innovation Officer, ECI

A speaker photo for Rich Itri

Rich Itri

Chief Innovation Officer, ECI

Read bio
A speaker photo for Sahem  Gulati

Sahem Gulati

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

Read bio
14:50 - 15:25

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

Charlotte Henderson
  • 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
Charlotte Henderson, All Seas Capital

Charlotte Henderson

Chief Operating Officer and General Counsel, All Seas Capital

Read bio
15:25 - 16:00

Portfolio monitoring – trials, tribulations, tips & techniques

Hank Boggio, Daniel Bartsch, Simon Hirtzel
  • 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

Moderator: Hank Boggio, Chief Commercial Officer, Cobalt, a FactSet Company

A speaker photo for Hank Boggio

Hank Boggio

Chief Commercial Officer, Cobalt, a FactSet Company

Read bio
A speaker photo for Daniel Bartsch

Daniel Bartsch

Co-Founder and COO, creditshelf

Read bio
A speaker photo for Simon Hirtzel

Simon Hirtzel

General Partner and COO, IQ Capital

Read bio
16:00 - 16:30

Networking break

Plenary
16:30 - 17:00

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

Raxita Kapashi
  • 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
A speaker photo for Raxita Kapashi

Raxita Kapashi

CFO, Dawn

Read bio
17:00 - 17:45

Off the record - audience roundtable discussions over drinks:

Debojit Mukherjee, Slade Spalding
  • 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 facilitated by Debojit Mukherjee, COO, Agilitas Private Equity
  • Operational challenges for emerging and small-scale managers
  • Coping with increasing taxation complexity
  • The rise and rise of fund finance facilitated by Slade Spalding, Chief Investment Officer, No Limit Capital
  • Managing side letter requirements
  • Evolving cyber security strategies for private funds
  • In-house vs outsourcing and technology/software selection
A speaker photo for Debojit Mukherjee

Debojit Mukherjee

Chief Operating Officer, Agilitas Private Equity

Read bio
A speaker photo for Slade Spalding

Slade Spalding

Partner & CIO, No Limit Capital

Read bio
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

Colm Walls, Shuli Levy
  • CFOs & COOs in private equity Facilitated by Shuli Levy, CFO/COO, Expedition Growth Capital
  • CFOs & COOs in private debt
  • CFOS & COOs in infrastructure facilitated by Colm Walls, CFO, Iona Infrastructure
  • CFOs & COOs in real estate
A speaker photo for Colm Walls

Colm Walls

CFO, Iona Capital

Read bio
A speaker photo for Shuli Levy

Shuli Levy

CFO / COO, Expedition Growth Capital

Read bio
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

Aaron Kienwald
  • 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?
A speaker photo for Aaron Kienwald

Aaron Kienwald

Group COO, Oakley Capital

Read bio
10:30 - 11:00

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

Amir Uddin
  • 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
A speaker photo for Amir Uddin

Amir Uddin

Managing Partner, Private Markets Solutions Limited

Read bio
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

Eric Huttman, Nigel Diesveld , Marie Joyce, Lindsey Ord

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

Moderator: Eric Huttman, CEO, MillTech FX by Millennium Global

A speaker photo for Eric Huttman

Eric Huttman

CEO, MillTechFX by Millennium Global 

Read bio
A speaker photo for Nigel  Diesveld

Nigel Diesveld

CFO & CRO, HPE Growth

Read bio
A speaker photo for Marie Joyce

Marie Joyce

Chief Financial Officer, NTR

Read bio
A speaker photo for Lindsey Ord

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Read bio
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

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Brochure

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CFOs COOs Agenda

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CFOs COOs 2021 post-show report

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CFOs COOs Past attendee list

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

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

Register your interest

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

Rehab Al-Lawati

Chief Operating Officer, Oman Infrastructure Investment Management (OIM) – Co GP of Rakiza (“Rakiza”)

Rehab has over 17 years of experience in investment and operations. Exceptionally skilled in private equity and investments with local, regional and international partners. She started her career in Oman Investment Authority (OIA) – the sovereign wea… 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

Hank Boggio

Chief Commercial Officer, Cobalt, a FactSet Company

Hank is responsible for leading Cobalt, a FactSet Company’s commercial activities along with managing the firm’s sales, marketing and business development initiatives. He has more than 30 years of experience driving rapid growth and profitability for… Read full bio

Tim Brooks

Head of Business Operations, MassMutual

Tim Brooks is the Head of Business Operations for MassMutual’s Direct Private Investments strategy, overseeing a team responsible for all non-investment related aspects of the business, including the structuring of loans and other investments, servic… Read full bio

Nathan Brown

Chief Operating Officer, Arcmont Asset Management

Nathan Brown is the Chief Operating Officer of Arcmont Asset Management, having previously held the same position in BlueBay’s Private Debt group where he worked from 2018. Prior to BlueBay, Nathan was the founder and CEO of VGB Consulting Limited. P… Read full bio

Nicholas Clapham

Senior Vice President, Global Head of Sales (Alternatives), State Street

Nicholas is a Senior Vice President / Senior Managing Director & Global Head of Sales – Alternatives. Nick relocated from London where he previously covered EMEA to drive the development of State Street’s Alternatives business throughout North Am… 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

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

Angus Donaldson

COO, Newstead Capital

Angus is a founder and COO of Newstead Capital. Newstead Capital is a UK based provider of private credit. The Newstead Capital Real Estate Lending fund lends specifically to real estate developers in the UK and Europe. He has 25 years’ experience in… 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

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

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
Charlotte Henderson, All Seas Capital

Charlotte Henderson

Chief Operating Officer and General Counsel, All Seas Capital

Charlotte Henderson is the Chief Operating Officer and General Counsel at All Seas Capital. Charlotte has 16 years’ experience as a debt finance and M&A lawyer, over half of which were in asset management firms. She has worked on several high-pro… 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

Dean Horton

Chief Financial Officer, Old Mutual Alternative Investments

Dean joined OMAI as CFO effective April 2022 and is responsible for the oversight of the financial management and financial reporting functions, including business planning. He works closely with the various business units to understand, develop and… Read full bio

Eric Huttman

CEO, MillTechFX by Millennium Global 

Before establishing MillTechFX, Eric managed currency portfolios for over 5 years, most recently as a Portfolio Manager at Millennium Global Investments overseeing discretionary active mandates including execution. Prior to joining Millennium Global… Read full bio

Rich Itri

Chief Innovation Officer, ECI

Rich Itri is Chief Innovation Officer at ECI. Rich has over 22 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining ECI, Rich was Managing Director and Chief Technology Offi… 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

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

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

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

Partner, CFO & COO, Cap10 Partners

Mandar is a Partner, Chief Financial Officer, and Chief Operating Officer of Cap10 Partners. Mandar is responsible for overseeing Cap10’s Fund and GP operations including Financial and strategic planning, Investor Relations, HR, IT, Legal, Deal struc… 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

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

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
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

Debojit Mukherjee

Chief Operating Officer, Agilitas Private Equity

Debojit Mukherjee is Chief Operating Officer at Agilitas Private Equity, the pan-European, mid-market private equity firm. Agilitas backs high-quality businesses in defensible sectors addressing human or planetary needs and Debojit is a member of the… 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

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

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

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

Kishan Sammani

Chief Financial Officer, Metric Capital Partners

Kishan is the Chief Financial Officer for Metric Capital Partners. Kishan joined the Metric team in 2020 and has overall responsibility for the finance and operations of the firm. In his role Kishan is responsible for fund structuring, financial repo… 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

James Smith

Head of Operations & Finance, 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

Slade Spalding

Partner & CIO, No Limit Capital

Slade is the co-founder and CIO of No Limit Capital (NLC) an alternative fund finance lender. He is responsible for overseeing the management of NLCs investments and GP relationships with over 15 years private capital financing and banking experience… Read full bio

Amir Uddin

Managing Partner, Private Markets Solutions Limited

Independent consultant with over a decades experience in private markets across finance and operation, has been involved with management of investment products across entire life cycle from strategy development and structuring, through to fund raisin… 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

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.