CFO
CFOs & COOs Fall Forum All Access
22 - 23 September 2021,
Eastern Time (ET) - Available anywhere
Connect with your PE & VC CFO and COO peers
Join your peers on September 22-23 at the premier event for the private equity and venture capital community, the inaugural CFOs & COOs Fall Forum.
The event builds on a eighteen-year legacy of providing invaluable industry insights, expert opinions, best practices and proven solutions for redefining the CFO role.
As finance and operations executives navigate the current climate, we’ll cover timely and relevant topics that are of importance to CFOs and COOs today.
Key sessions for finance professionals
Think Tanks – these closed-door, interactive group discussions promote an open dialogue to answer your most pressing questions and solve challenges facing your firm.
Breakout sessions – craft a personalized agenda of sessions most applicable for improving the finance and operations at your firm.
Keynote interviews – industry leaders clear their schedules for in-depth and engaging conversations that assess and raise awareness of industry trends, challenges and solutions.
Networking – participate in invaluable peer-to-peer conversations on our platform with leading CFOs, COOs, and senior finance executives.
Connect with your peers.
Connect with a community of CFOs, COOs, and senior finance executives in networking sessions and small group meetings.
Hear from the leaders in private equity.
The Forum’s authoritative speaking faculty will share key information that will impact processes and practices within the firm.
Save time building your network.
Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.
Explore the virtual Forum
Download the brochure for a closer look at:
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- Agenda highlights
- Confirmed speakers
- Networking opportunities
- Member companies
- In-person networking reception in New York
- And much more…
Join our growing community of CFOs & COOs
What our attendees say about CFO & COO Forums
Kristine O'Connor
Franklin Park
The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…
Joseph Riley
Psilos Group
This is the premier event for CFOs and COOs in private equity. I love the ability to see/hear peers and industry leaders in one event
Jesse M Burwell
RLJ Equity Partners LLC
The event is great for networking and discussing and discovering best practices for PE CFOs.
Now part of CFO All Access:
Only CFO All Access members can attend the 2021 virtual CFOs & COOs Fall Forum. Become a member today and receive access to a whole year of peer-to-peer networking, Forums and targeted Deep Dives. See the full schedule below and click an activity for more information.
Please note annual agenda is subject to change
Pre-Event Resources
Resources
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Showcase your thought leadership to Forum attendees
The Forum will offer a unique opportunity for organizations to raise their profile by meeting with an exclusive community of private equity senior professionals across two days of sessions.
For exclusive sponsorship packages for 2021, contact Cristiana Crocco at cristiana.c@peimedia.com call +1 646 921 0923.
2021 Speakers
For speaking opportunities, contact Shamara Ray at shamara.r@peimedia.com or call +1 212 633 1453.
Adam Fletcher
Managing Director Technology and Innovations Group, Chief Security Officer, Blackstone
Olibia Stamatoglou
Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC
Year-round networking for private equity CFOs and COOs
The inaugural CFOs & COOs Fall Forum will take place virtually on our industry-leading platform.
Connect with your CFO and COO peers, get maximum visibility for your firm, and maintain relationships across the industry.
Attendance at the Forum is now exclusive to CFO All Access – our new industry-leading CFO and COO community. Request a trial to see how, in addition to attendance at the CFOs & COOs Fall Forum, membership can help expand your network.
Meet our growing community of CFOs & COOs
Connect with your peers.
Connect with a community of CFOs, COOs, and senior finance executives in networking sessions and small group meetings.
Hear from the leaders in private equity.
The Forum’s authoritative speaking faculty will share key information that will impact processes and practices within the firm.
Save time building your network.
Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.
What our attendees are saying about CFOs & COOs Forum
Kristine O'Connor
Franklin Park
The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…
Joseph Riley
Psilos Group
This is the premier event for CFOs and COOs in private equity. I love the ability to see/hear peers and industry leaders in one event
Jesse M Burwell
RLJ Equity Partners LLC
The event is great for networking and discussing and discovering best practices for PE CFOs.
CFOs & COOs Fall Forum attendees get more:
By attending the CFOs & COOs Fall Forum you will join the most influential CFOs and COOs community. Membership will give you:
- Access to the CFOs & COOs Fall Forum
- Access to all of PEI’s CFO events (both virtual and in-person)
- Access to the member directory
- Frequent virtual and in-person networking opportunities
- And much more …
2021 Agenda
Download the agenda to see the timely and relevant topics that will be covered at the CFOs & COOs Fall Forum.
If you are interested in a speaking role please contact contact Shamara Ray at shamara.r@peimedia.com.
All times are listed in Eastern Time (ET)
Agenda
Day 1 - Wednesday 22nd - Wednesday 22nd
PEI welcome
Analyzing how the economic climate, new administration and pandemic have impacted PE and VC
- The future of supply and demand: will there be enough deals?
- Assessing the solvency of PE firms
- Exploring special financial structures and the role of secondaries
- What’s the new normal? Has your office dynamic or how you manage talent changed?
- Lessons learned and how to manage crises in the future
Moderator:
Rich Melville, Editorial Director – U.S., PEI
Panelists:
Pamela Hendrickson, Vice Chairman, The Riverside Company
Nickie Norris, Senior Partner, COO, CCO, New Heritage Capital
Kristine O’Connor, Managing Director and Chief Financial Officer, Franklin Park
Morning break
Fundraising practices and investor relations in a hybrid environment
- CFO role in a fundraise—what’s changed and where is it headed?
- How can the CFO add the most value during fundraising?
- Track record guidelines to present in fundraising
- Use of placement agents, the terms and pain points
- What is a typical “pre-marketing” period prior to launching a new fund?
- What role do CFOs play in finding potential LPs?
- Establishing a successful dynamic between CFO/COO, GC, IR/Communications and partners for internal and external fundraising strategies
- Buyside perspective around fundraising
- AML procedures on LP investors in a fund – what are GPs doing?
- Will your firm retain a virtual component to the fundraise process?
Moderator:
Drake Paulson, Senior Director, eVestment Private Markets
Panelists:
Rich Herrick, CPA, CVA, Chief Financial Officer, NextGen Growth Partners, LLC
Marc Miele, Director – Finance and Operations, American Family Ventures
Maggie Schmitt, Chief Financial Officer, JMI Equity
Navigating the current tax environment
- Tax update from a macro perspective
- Status check: examining the implications of the Tax Cuts and Jobs Acts
- PE tax reform changes and the impact on interest tripping rules and bonus depreciation
- Effectively managing tax issues at the portfolio level that flow up to the firm
- Best practices for managing tax reporting process, flow and timeline
- Assessing the carry rule and 3-year holding period
- State and local tax update
- Choice of entity: C-Corp vs flow-through
- Examining the corporate rate and what may change with sunset legislation?
- Assisting the deal team with potential or scheduled changes in the legislation
Moderator:
Eric Coombs, Tax Partner, Asset Management Tax Leader, Grant Thornton
Panelists:
Josh Cherry-Seto, Managing Director, CFO & CCO, Blue Wolf Capital Partners
Daren Schneider, CFO & CCO, JLL Partners, LLC
Kevin Slaton, Chief Financial Officer and Chief Compliance Officer, Insight Equity
Lunch break
Track A <$2B AUM | Benchmarking against the industry and comparable firms
• What is a typical ratio of compensation to revenue? Operating statistics? Contribution margins?
• When launching a new strategy, is it acceptable to lose money or break even?
• Do you raise employee perks being offered to retain employees?
• What structures are being used for employee co-investment vehicles that may preclude individuals from investing under SEC rules? Is leverage offered?
Moderator:
Graham Bippart, Editor, Private Funds CFO
Panelists :
Giorgio S. Boero, Chief Financial Officer, Mereo Capital Partners, LLC
Chester R. Dawes, COO & CFO, Melody Investment Advisors LP
Nisha Kumar, Managing Director and Chief Financial Officer, Greenbriar Equity
Track B $2B - $10B AUM | Innovative technology deployment and use in PE/VC firms
- What processes could benefit from the use of technology?
- Emerging technologies making advances in data management, cyber risk, ESG and HR
- Data technology and protection requirements
- How technology is changing the way portfolio monitoring is conducted
- Rising threats: putting cyber measures in place to prepare for increasing risks at the firm and portfolio companies
- New technologies and the hybrid workforce: what does the future state of your firm look like systems-wide?
Moderator:
Tim Buchner, COO, Alpha for Private Markets, State Street
Panelists:
Jamison Davis, CFA, Chief Financial Officer, Bow River Capital
Rick O’Dell, Senior Vice President, Global Platform Solutions, Fiera Real Estate
Heramb Ramachandran, Chief Financial Officer, Sciens Capital Management LLC
Track C > $10B AUM | Strategies to consistently drive operational efficiency at your firm
- Firm priorities in maximizing operational efficiency
- Assessing the operational elements that need to be tackled as the firm changes
- How firms are improving finance teams
- Incorporating value creation initiatives to drive efficiency
- Deciding what from an operational perspective can and should be outsourced
- Identifying where to invest in systems and/or people
- Technologies aiding in enhanced operations
Moderator:
Eliot Hodges, CEO, Anduin
Panelists:
Drew Phillips, Partner & Chief Operating Officer, Atalaya Capital Management
Sarah G. Roth, COO and CFO, Argosy Capital
Yuriy Shterk, Chief Product Officer, Allvue Systems
Q&A for track A | Benchmarking panel
Q&A for track B | Technology panel
Q&A for track C | Operational efficiency panel
Track A | Making a call on outsourcing firm function
- Taking stock of firm requirements and internal resources
- Is outsourcing operations and standard in-house functions a viable option?
- Exploring whether to utilize outsourced fund administrators
- Benefits and risks of outsourcing finance roles vs cultivating an in-house finance team
- Deciding what to keep in-house or to outsource
- Making a determination on outsourcing financial reporting
- Ensuring third-party due diligence
Moderator
Jordan Stutts, Senior Reporter, New Private Markets, PEI Media
Panelists:
Andrew Barriger, Deputy CFO, Solum Partners
Blinn Cirella, CFO, Saw Mill Capital
Mark Feirman, Chief Financial Officer and Partner, Cross Rapids Capital LP
Track B | What should be on your compliance and regulation radar?
- Taking a strategic approach to compliance and regulation within the firm
- What to expect during an SEC exam
- Implementing a process to ensure better data and reporting
- Dissecting the new marketing rule
- Cybersecurity policies and risk mitigation
- What the SEC is looking at with expense allocation, valuation and conflicts
- Regulation on the horizon: crypto, capital gains tax and carried interest
Moderator:
Jason E. Brown, Partner & Co-Head of Private Funds Regulatory Practice, Ropes & Gray LLP
Panelists:
Mary Anne Capo, Chief Financial Officer and Chief Compliance Officer, The CapStreet Group, LLC
Jason Kaslow, Senior Vice President of Finance, Senior Controller & Chief Compliance Officer, Tiger Infrastructure Partners
Sara Shackelford, Chief Financial Officer, Canapi Ventures
Jason Kaslow
Chief Financial Officer & Chief Compliance Officer, Tiger Infrastructure Partners
Read bioQ&A for track A | Outsourcing panel
Q&A for track B | Compliance panel
Afternoon break
Carry structuring and allocation approaches—an analysis of the tactics and models
- Evaluating different types of carry currently being used across funds
- How innovative plans work and methods for creating an ideal one for your firm
- Assessing preferred return and type of waterfall
- Creative carried interest solutions – in the LPA and internally in the firm
- Carried interest and compensation: how do you compensate your employees?
- Tax strategies for carried interest
Moderator
Doug Puckett, National Tax Leader-Private Equity, Deloitte
Panelists
Omar Hassan, Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners
Andrew W. Petri, Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.
Arthur Zuckerman, Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC
Omar Hassan
Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners
Read bioAndrew W. Petri
Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.
Read bioArthur Zuckerman
Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC
Read bioEnd of day one
Agenda
Day 2 - Thursday 23rd - Thursday 23rd
CFOs and COOs Think Tank (invite only)
Designed to facilitate candid discussion, this closed-door session for CFOs and COOs targets the issues and challenges impacting your firm. Attendees can benchmark ideas and share best practices to help you gain solutions for common concerns facing your office.
Surveying valuation methodology and metrics
- Key considerations in revaluing assets
- Is the CFO responsible for valuation or the deal team?
- Making a case for having a separate valuation team within the firm—does size matter?
- Unraveling the dynamics of valuation committees: dealing with governance and voting, conflict and varied points of view, and remediation strategies
- Weighted average cost of capital: how the metric is put together
- What are the best practices all firms should be implementing in valuing assets?
Moderator
Clay Willingham, Executive Director, Commercial Strategy, Valuation Solutions, IHS Markit
Panelists
Andrew Coren ,Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Brian Moncik, CFO, Fiera Infrastructure
Chase Paxton, Director of Finance & Valuations, NGP Energy Capital Management
Andrew Coren
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners
Read bioTrack A <$5B AUM | Optimizing management company operations
- The evolution of running a management company
- Effective strategies for dealing with audit
- Best practices for handling tracking
Facilitator
Erin Holley, Controller, MiddleGround Capital
Track B >$6B AUM | Optimizing management company operations
- The evolution of running a management company
- Effective strategies for dealing with audit
- Best practices for handling tracking
Facilitator
April Evans, Partner, CFO and CCO, Monitor Clipper Partners
Lunch break
Implementing an effectual process to approach and deal with ESG and diversity
- How diversity, inclusion and ESG are merging into one large initiative
- Evaluating the importance of a diversity and inclusion committee
- Creating a D&I subcommittee within ESG
- Addressing the pressure from investors, especially European, to implement ESG policies
- Common ESG issues and practical solutions
- Is your firm meeting the level of ESG diligence occurring within the industry?
- Responding to LP demands for more information about diversity at the firm
- Taking qualitative steps to become more diverse and inclusive
- Best practices for managing a hiring process
- How do you get buy-in from your entire organization to broaden the identity of your workplace?
- Portfolio company requirements around ESG and how to monitor it
Moderator
Snehal Shah, Reporter, New Private Markets, PEI Media
Panelists
Jeffrey Gilbert, Chief Operating Officer and General Counsel, Carnelian Energy Capital
Jennifer Hill, Managing Director, Head of M&A Strategy and Execution, JLL
Neeta Singh, Chief Operating Officer and Chief Compliance Officer, Activant Capital Group LLC
How firms are utilizing credit lines and managing capital calls in the current market
- Size of subscription lines relative to fund size
- What is the duration of borrowing permitted?
- Assessing which banks are good/bad/ideal to work with on subscription credit facilities
- Becoming more customized to respond to LP credit line demands
- Use of credit lines and its impact on performance
- The pros and cons of how large fund vs. smaller fund subscription lenders are behaving
- What are UBTI concerns and how is it evolving?
Moderator
Graham Bippart, Editor, Private Funds CFO
Panelists
Josh Gilbert, CFO, Freestyle Capital Management
Jeremiah J. Loeffler, COO – Credit, Crestline Investors, Inc.
Patty Nykodym, Chief Financial Officer and Chief Compliance Officer, FFL Partners
End of conference
Cocktails in the park
Disconnect from a virtual world and plan to re-connect with CFO and COO colleagues for Cocktails in the Park. The private equity CFOs and COOs community will gather in a relaxed environment to catch-up with one another and enjoy a much-needed networking reception.
Following the virtual CFOs & COOs Fall Forum you’ll be able to join your peers for conversation and cocktails on Thursday, September 23 at 5:00-7:00 PM ET on the rooftop at Bryant Park Grill.
You must be a CFO All Access member to attend this event. Space is limited, register today.
Bryant Park Grill
25 W 40th St, New York, NY 10018