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.

 

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Explore the virtual Forum

Download the brochure for a closer look at:

    • 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

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors
Fengate Asset Management
Five Point Energy
Flexpoint Ford
Frontier Growth
Fundamental Advisors LP
Greenspring Associates
Greyhound Capital Europe
HCI Equity Partners
Investindustrial
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
MassMutual
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
Onex
OrbiMed Advisors
ORIX Capital Partners
Ottawa Avenue Private Capital
Palladin Consumer Retail Partners LLC
Peak Rock Capital
Portland Private Equity
Promus Holdings
Resource Land Holdings
Revelstoke Capital Partners
SFW Capital Partners
Stripes Group
Tailwater Capital
Thomas H. Lee Partners
VMG Partners

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…

Read full testimonial

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

……

2021 Brochure thumbnail

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.

Andrew Barriger

Deputy CFO, Solum Partners

Andrew is the Deputy CFO at Solum Partners where he oversees day-to-day operations and accounting, financial and tax reporting, and technology implementation for the firm. Prior to joining Solum, Andrew was the Portfolio Controller for the Natural Re… Read full bio

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio

Giorgio S. Boero

Chief Financial Officer, Mereo Capital Partners, LLC

Giorgio Boero is currently the CFO/COO of Mereo Capital Partners, a Private Equity Fund manager operating in the US middle market. In his current position, he was responsible for designing and implementing the financial and operational environments,… Read full bio

Blinn Cirella

CFO, Saw Mill Capital

Blinn joined Saw Mill in 2006 where she manages the financial administration of the firm and its back office, including LP reporting, accounting, and audit and tax preparation. Prior to joining Saw Mill, Blinn was a Director at Bisys Private Equity S… Read full bio

Jason E. Brown

Partner & Co-Head of Private Funds Regulatory Practice, Ropes & Gray LLP

Jason Brown is a partner in the asset management group. Jason has extensive experience representing investment advisers to private equity funds, real estate funds, credit funds, venture capital funds, hedge funds, separate accounts and commodity pool… Read full bio

Tim Buchner

COO of State Street Alpha for Private Markets

Tim Buchner is co-founder of Mercatus and COO of State Street Alpha for Private Markets. During his 20+ year career, Tim has helped both start-up and public companies to disrupt and create new markets and drive profitable growth, with leadership role… Read full bio

Mary Anne Capo

Chief Financial Officer and Chief Compliance Officer, The CapStreet Group, LLC

Mary Anne has over 30 years of experience in accounting, finance and consulting. She is responsible for finance and accounting, technology, human resources and other administrative functions of the firm. Prior to joining CapStreet, Mary Anne was most… Read full bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Managing Director, CFO & CCO, Blue Wolf Capital Partners

Joshua Cherry-Seto is the Managing Director, Chief Financial Officer and Chief Compliance Officer at Blue Wolf Capital Partners LLC, a family of private equity funds which focus on transformational investments in middle market companies. Mr. Cherry-S… Read full bio

Eric Coombs

Tax Partner, Asset Management Tax Leader, Grant Thornton

Eric Coombs has over sixteen years of experience in public accounting specializing in partnership income tax consulting and compliance. Eric’s federal income tax experience includes supervising and coordinating income tax compliance and consulting se… Read full bio

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Andrew is the Chief Financial Officer and Chief Compliance Officer, responsible for Gatewood’s operations, financial matters and compliance program. Prior to this role, he was a Director at Duff & Phelps in their Alternative Asset Advisory practi… Read full bio

Chester R. Dawes

COO & CFO, Melody Investment Advisors LP

Chester R. Dawes is the Chief Operating Officer and Chief Financial Officer of Melody Investment Advisors. Mr. Dawes has over 25 years’ experience in financial services and industrial companies focused on operational finance, process improvement and… Read full bio

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Jamison "Jamie" Davis is Chief Financial Officer at Bow River Capital. He has more than 20 years of finance and accounting experience. Prior to joining Bow River Capital, Jamie was Vice President of Financial Planning and Analysis at SFC Energy Partn… Read full bio

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

April E. Evans is Partner, Chief Financial Officer and Chief Compliance Officer of Monitor Clipper Partners, which has raised and managed $2 billion in private equity. Previously, Ms. Evans was Partner and CFO of Advanced Technology Ventures, a $1.5… Read full bio

Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

Mark Feirman, CPA is Partner and CFO at Cross Rapids Capital LP, a mid-market Private Equity and special situations firm launched in 2020. He is responsible for all operational matters of the firm, including Finance, IT, HR, Compliance and Office Adm… Read full bio

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Jeffrey Gilbert is the Chief Operating Officer and General Counsel of Carnelian Energy Capital Management, L.P., where he oversees Carnelian’s administrative, compliance and legal functions. Mr. Gilbert focuses on fund and corporate matters and other… Read full bio

Josh Gilbert

CFO, Freestyle Capital Management

Josh is the CFO at Freestyle and leads the firm’s financial operations. His early career started at Anchin, a NYC based accounting firm in the alternative investment division specializing in audit, tax and fund administration then moving on to Schwar… Read full bio

Randy Guttman

General Partner & Head of Operations, JMI Equity

Randy oversees JMI’s firm operations. Prior to joining JMI in 2007, Randy was a senior associate in the assurance and advisory business services practice of EY. He is a board member of the Washington, D.C. & Baltimore chapter of the Private Equit… Read full bio

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Omar is a Principal, Chief Financial Officer and Chief Compliance Officer for Cloverlay Partners where he leads all financial reporting, investor relations, operations and compliance functions. Cloverlay is an independent asset management firm to foc… Read full bio
Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

Pam joined Riverside in 2006 as COO and she currently serves as Vice Chairman. In this capacity, she monitors and manages policy, political and legislative risk for Riverside and its portfolio companies. She also supervises several of Riverside's fun… Read full bio

Rich Herrick, CPA, CVA

Chief Financial Officer, NextGen Growth Partners, LLC

In addition to managing the finance and accounting functions of NGP, Rich also is responsible for all investor reporting and compliance matters. Rich is also actively involved in the professionalization of portfolio company finance and accounting fun… Read full bio

Jennifer Hill

Managing Director, Head of M&A Strategy and Execution. JLL

Jen Hill is Managing Director and Global Head of M&A Strategy & Execution for JLL Work Dynamics. In her role, she leads inorganic growth strategy development and implementation of acquisition and investment in compatible target firms. In her… Read full bio

Eliot Hodges

Chief Executive Officer, Anduin

Eliot Hodges is the CEO of Anduin, a Silicon Valley technology company building the infrastructure to make the private market as efficient and transparent as the public one. Prior to Anduin, Eliot ran Growth at Anchorage, an A16Z-backed crypto techno… Read full bio

Erin Holley

Controller, MiddleGround Capital

Erin Holley is the Corporate Controller at MiddleGround Capital in Lexington, KY. She was the ninth person hired to join the start-up in 2018. Erin brings 20 years of accounting experience across many industries, including non-profit organizations su… Read full bio

Jason S. Kaslow

Senior Vice President of Finance, Senior Controller & Chief Compliance Officer, Tiger Infrastructure Partners

Jason Kaslow is the Senior Vice President of Finance, Senior Controller and the Chief Compliance Officer of Tiger Infrastructure Partners. Previously, Jason was the Controller and Director of Investor Relations at Zelnick Media Capital (ZMC). Prior t… Read full bio

Nisha Kumar

Managing Director and Chief Financial Officer, Greenbriar Equity

Ms. Kumar joined Greenbriar in 2011. Prior to joining Greenbriar, she was Chief Financial and Administrative Officer of e-commerce company Rent the Runway and Executive Vice President and Chief Financial Officer of global internet services company AO… Read full bio

Jeremiah J. Loeffler

COO – Credit, Crestline Investors, Inc.

Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on s… Read full bio

Rich Melville

Editorial Director, US, PEI

Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio

Marc Miele

Director - Finance and Operations, American Family Ventures

Marc leads AmFam Ventures financial and operational activities for the firm's various venture funds. He manages all fund compliance, accounting, administration, performance reporting, and transaction management. In addition to the financial needs of… Read full bio

Brian Moncik

CFO, Fiera Infrastructure

Mr. Moncik leads the asset management and financing departments of Fiera Infrastructure. He is a highly experienced finance professional with a focus on asset intensive industries. He was most recently the Chief Financial Officer of Slate Office REIT… Read full bio

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Ms. Norris co-founded New Heritage Capital in 2006 and serves as NHC’s Senior Partner, COO, and CCO. With over 20 years in the private equity industry, Ms. Norris has extensive experience on both the investment and operations side of the business. Sh… Read full bio

Patty Nykodym

Chief Financial Officer and Chief Compliance Officer, FFL Partners

Patty Nykodym joined FFL as Chief Financial Officer in 2008. Patty manages all aspects of FFL’s accounting, tax, financial management, and reporting. She also serves as Chief Compliance Officer overseeing legal and regulatory compliance functions for… Read full bio

Kristine O’Connor

Managing Director and Chief Financial Officer, Franklin Park

Kristine is Chief Financial Officer and Managing Director of Franklin Park. At Franklin Park, Kristine leads the accounting and reporting functions. She is also actively involved in the firm's compliance efforts. Prior to joining Franklin Park in 200… Read full bio

Rick O'Dell

Senior Vice President, Global Platform Solutions, Fiera Real Estate

Rick O’Dell is the Senior Vice President, Global Platform Solutions at Fiera Real Estate (“FRE”). He is responsible for leading the global investment support teams including finance, strategy, research, planning, technology, and advanced analytics. R… Read full bio

Drake Paulson

Senior Director, eVestment Private Markets

Drake Paulson is Senior Director at eVestment Private Markets, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined eVestment in 2015 with the acquisition of TopQ… Read full bio

Chase Paxton

Director of Finance & Valuations, NGP Energy Capital Management

Mr. Paxton joined NGP in 2013 and serves as the Director of Finance & Valuations. In his role, Mr. Paxton is involved in several areas of the firm’s operations including investor, financial and management reporting, portfolio and investment valua… Read full bio

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer , Pfingsten Partners

Andrew joined Pfingsten in 2008 and is responsible for all financial, tax, compliance and administrative activities of the firm. Prior to joining Pfingsten, he worked with private equity, hedge fund, and broker-dealer audit clients in the Financial S… Read full bio

Drew Phillips

Partner & Chief Operating Officer, Atalaya Capital Management

Drew Phillips is the Firm’s Chief Operating Officer and is responsible for the day-to-day operations of the Firm. Prior to joining Atalaya, Drew co-founded Tiger Bay Advisors, a boutique asset management consultancy, focused on driving operational ef… Read full bio

Doug Puckett

National Tax Leader-Private Equity, Deloitte

Doug Puckett is the National Leader of the Private Equity practice and a Regional Leader of both the Real Estate and Private Wealth Practices for Deloitte Tax, LLP. He works closely with the firm’s national investment management tax leadership to bri… Read full bio

Heramb Ramachandran

Chief Financial Officer, Sciens Capital Management LLC

Heramb is a seasoned finance professional with over 15 years of experience in private equity, financial services, and professional services. Heramb is currently the Chief Financial Officer for Sciens Water (“Sciens”) and is responsible for the financ… Read full bio

Sarah G. Roth

COO and CFO, Argosy Capital

Sarah G. Roth is COO and CFO of Argosy Capital, a diversified $1.5B AUM lower middle market private equity firm where she leads the firm’s financial, investor relations, operations, IT and compliance functions. Sarah has over 20 years’ experience inv… Read full bio

Maggie Schmitt

Chief Financial Officer, JMI Equity

Maggie leads JMI’s finance and accounting functions. Prior to joining JMI in 2009, Maggie worked in the audit practice of Deloitte. JMI Equity is a growth equity firm focused on investing in leading software companies. Founded in 1992, JMI has invest… Read full bio

Daren Schneider

CFO & CCO, JLL Partners, LLC

Daren Schneider, Chief Financial Officer and Chief Compliance Officer, joined JLL Partners in 2018. Mr. Schneider, a seasoned finance professional with over 20 years of experience in private equity, plays a leading role in the firm's management, incl… Read full bio

Sara Shackelford

Chief Financial Officer, Canapi Ventures

With over fifteen years’ experience in the Private Equity field, Sara Shackelford serves as the Chief Financial Officer of Canapi Ventures. Prior to joining Canapi, Sara was the Controller at Updata Partners, a D.C. based growth equity fund where she… Read full bio

Snehal Shah

Reporter, New Private Markets, PEI Media

Snehal Shah is a reporter for New Private Markets, PEI Media’s sustainability-focused publication. She covers ESG, sustainability and impact investments including investors’ allocations and policies; managers’ investment strategies and ESG and divers… Read full bio

Yuriy Shterk

Chief Product Officer, Allvue Systems

Yuriy has 20+ experience working in different functions for technology solution providers in Capital Markets. Most recently he worked as Head of Product Management at Fidessa Inc and managed the build out of its derivatives trading OEMS for global fi… Read full bio
Neeta Rastogi, Activant

Neeta Singh

Chief Operating Officer and Chief Compliance Officer, Activant Capital Group LLC

Neeta joined Activant in 2017 and is the Chief Operating Officer. Neeta manages the operations of Activant Capital, works with portfolio companies and sits on the Investment Committee. She enjoys working with entrepreneurs and brings her expertise bu… Read full bio

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Kevin is Insight Equity’s Chief Financial Officer. Kevin joined Insight Equity in 2007 and is responsible for the financial management and administration of Insight Equity and its funds. He serves as a resource for portfolio company CFOs with respect… Read full bio

Jordan Stutts

Senior reporter, New Private Markets

Jordan is a senior reporter for PEI Media’s sustainable investment-focused publication New Private Markets, where he covers how the finance industry impacts people and the environment. Jordan is based in New York and has written for PEI’s various pub… Read full bio

Clay Willingham

Executive Director, Commercial Strategy, Valuation Solutions, IHS Markit

Clay Willingham is Head of Commercial Strategy for Valuation Services within IHS Markit’s Private Markets business segment. Mr. Willingham is responsible for setting strategic direction for IHS Markit’s Qval Software offering and related private asse… Read full bio

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

At Soundcore Art is responsible for the financial operations of the firm and its investment partnerships as well as overseeing the firm’s compliance functions and the integration of our portfolio company acquisitions to improve efficiencies and profi… Read full bio

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

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors
Fengate Asset Management
Five Point Energy
Flexpoint Ford
Frontier Growth
Fundamental Advisors LP
Greenspring Associates
Greyhound Capital Europe
HCI Equity Partners
Investindustrial
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
MassMutual
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
Onex
OrbiMed Advisors
ORIX Capital Partners
Ottawa Avenue Private Capital
Palladin Consumer Retail Partners LLC
Peak Rock Capital
Portland Private Equity
Promus Holdings
Resource Land Holdings
Revelstoke Capital Partners
SFW Capital Partners
Stripes Group
Tailwater Capital
Thomas H. Lee Partners
VMG Partners

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…

Read full testimonial

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

CFO Fall Forum 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)

Download agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 22nd

PEI welcome
10:25 - 10:30

PEI welcome

Plenary session I
10:30 - 11:20

Analyzing how the economic climate, new administration and pandemic have impacted PE and VC

Rich Melville, Pamela Hendrickson, Nickie Norris, Kristine O'Connor
  • 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

 

A speaker photo for Rich Melville

Rich Melville

Editorial Director, US, PEI

Read bio
Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

Read bio
A speaker photo for Nickie Norris

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Read bio
A speaker photo for Kristine O'Connor

Kristine O'Connor

Managing Director and Chief Financial Officer, Franklin Park

Read bio
Morning break
11:20 - 11:35

Morning break

Plenary sessions II
11:35 - 12:25

Fundraising practices and investor relations in a hybrid environment

Drake Paulson , Rich Herrick, CPA, CVA, Marc Miele, Maggie Schmitt
  • 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

A speaker photo for Drake Paulson

Drake Paulson

Senior Director, eVestment Private Markets

Read bio
A speaker photo for Rich Herrick, CPA, CVA

Rich Herrick, CPA, CVA

Chief Financial Officer, NextGen Growth Partners, LLC

Read bio
A speaker photo for Marc Miele

Marc Miele

Director - Finance and Operations, American Family Ventures

Read bio
A speaker photo for Maggie Schmitt

Maggie Schmitt

Chief Financial Officer, JMI Equity

Read bio
12:30 - 13:20

Navigating the current tax environment

Eric Coombs, Joshua Cherry-Seto, Daren Schneider, Kevin Slaton
  • 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

A speaker photo for Eric  Coombs

Eric Coombs

Tax Partner, Asset Management Tax Leader, Grant Thornton

Read bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Managing Director, CFO & CCO, Blue Wolf Capital Partners

Read bio
A speaker photo for Daren Schneider

Daren Schneider

CFO & CCO, JLL Partners, LLC

Read bio
A speaker photo for Kevin	 Slaton

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Read bio
Lunch break
13:20 - 13:50

Lunch break

Breakout sessions I
13:50 - 14:40

Track A <$2B AUM | Benchmarking against the industry and comparable firms

Graham Bippart, Giorgio S. Boero, Chester R. Dawes, Nisha Kumar

• 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

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Read bio
A speaker photo for Giorgio S.  Boero

Giorgio S. Boero

Chief Financial Officer, Mereo Capital Partners, LLC

Read bio
A speaker photo for Chester R. Dawes

Chester R. Dawes

COO & CFO, Melody Investment Advisors LP

Read bio
A speaker photo for Nisha Kumar

Nisha Kumar

Managing Director and Chief Financial Officer, Greenbriar Equity

Read bio
13:50 - 14:40

Track B $2B - $10B AUM | Innovative technology deployment and use in PE/VC firms

Tim Buchner, Jamison Davis, CFA, Rick O'Dell , Heramb Ramachandran
  • 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

A speaker photo for Tim Buchner

Tim Buchner

COO of State Street Alpha for Private Markets

Read bio
A speaker photo for Jamison Davis, CFA

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Read bio
A speaker photo for Rick O'Dell

Rick O'Dell

Senior Vice President, Global Platform Solutions, Fiera Real Estate

Read bio
A speaker photo for Heramb	 Ramachandran

Heramb Ramachandran

Chief Financial Officer, Sciens Capital Management LLC

Read bio
13:50 - 14:40

Track C > $10B AUM | Strategies to consistently drive operational efficiency at your firm

Eliot Hodges, Drew Phillips, Sarah G. Roth, Yuriy Shterk
  • 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 ShterkChief Product Officer, Allvue Systems

 

A speaker photo for Eliot Hodges

Eliot Hodges

Chief Executive Officer, Anduin

Read bio
A speaker photo for Drew  Phillips

Drew Phillips

Partner & Chief Operating Officer, Atalaya Capital Management

Read bio
A speaker photo for Sarah G. Roth

Sarah G. Roth

COO and CFO, Argosy Capital

Read bio
A speaker photo for Yuriy Shterk

Yuriy Shterk

Chief Product Officer, Allvue Systems

Read bio
Q&A sessions I
14:45 - 15:00

Q&A for track A | Benchmarking panel

14:45 - 15:00

Q&A for track B | Technology panel

14:45 - 15:00

Q&A for track C | Operational efficiency panel

Breakout sessions II
15:05 - 15:55

Track A | Making a call on outsourcing firm function

Jordan Stutts, Andrew Barriger , Blinn Cirella, Mark Feirman
  • 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

A speaker photo for Jordan Stutts

Jordan Stutts

Senior reporter, New Private Markets

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A speaker photo for Andrew Barriger

Andrew Barriger

Deputy CFO, Solum Partners

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A speaker photo for Blinn Cirella

Blinn Cirella

CFO, Saw Mill Capital

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A speaker photo for Mark Feirman

Mark Feirman

Chief Financial Officer and Partner, Cross Rapids Capital LP

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15:05 - 15:55

Track B | What should be on your compliance and regulation radar?

Jason E. Brown, Mary Anne Capo , Jason S. Kaslow, Sara Shackelford
  • 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

A speaker photo for Jason E.  Brown

Jason E. Brown

Partner & Co-Head of Private Funds Regulatory Practice, Ropes & Gray LLP

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A speaker photo for Mary Anne Capo

Mary Anne Capo

Chief Financial Officer and Chief Compliance Officer, The CapStreet Group, LLC

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A speaker photo for Jason S. Kaslow

Jason S. Kaslow

Senior Vice President of Finance, Senior Controller & Chief Compliance Officer, Tiger Infrastructure Partners

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A speaker photo for Sara Shackelford

Sara Shackelford

Chief Financial Officer, Canapi Ventures

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Q&A sessions II
16:00 - 16:15

Q&A for track A | Outsourcing panel

16:00 - 16:15

Q&A for track B | Compliance panel

Afternoon break
16:15 - 16:30

Afternoon break

Plenary session III & end of conference
16:30 - 17:20

Carry structuring and allocation approaches—an analysis of the tactics and models

Doug Puckett, Omar Hassan, Andrew W. Petri, Arthur Zuckerman
  • 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

A speaker photo for Doug Puckett

Doug Puckett

National Tax Leader-Private Equity, Deloitte

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A speaker photo for Omar Hassan

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

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A speaker photo for Andrew W. Petri

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer , Pfingsten Partners

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A speaker photo for Arthur Zuckerman

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

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17:20 - 17:20

End of day one

Agenda

Day 2 - Thursday 23rd

CFOs and COOs Think Tank (invite only)
10:00 - 11:00

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.

Plenary session I
11:05 - 11:55

Surveying valuation methodology and metrics

Clay Willingham, Andrew Coren, Brian Moncik , Chase Paxton
  • 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

A speaker photo for Clay Willingham

Clay Willingham

Executive Director, Commercial Strategy, Valuation Solutions, IHS Markit

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A speaker photo for Andrew Coren

Andrew Coren

Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

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A speaker photo for Brian Moncik

Brian Moncik

CFO, Fiera Infrastructure

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A speaker photo for Chase Paxton

Chase Paxton

Director of Finance & Valuations, NGP Energy Capital Management

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Think tanks
12:00 - 12:50

Track A <$5B AUM | Optimizing management company operations

Erin Holley
  • The evolution of running a management company
  • Effective strategies for dealing with audit
  • Best practices for handling tracking

Facilitator
Erin Holley
, Controller, MiddleGround Capital

A speaker photo for Erin Holley

Erin Holley

Controller, MiddleGround Capital

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12:00 - 12:50

Track B >$6B AUM | Optimizing management company operations

April Evans
  • 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

A speaker photo for April Evans

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

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Lunch break
12:50 - 13:20

Lunch break

Plenary sessions II
13:20 - 14:10

Implementing an effectual process to approach and deal with ESG and diversity

Snehal Shah, Jeffrey Gilbert, Jennifer Hill, Neeta Singh
  • 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

A speaker photo for Snehal Shah

Snehal Shah

Reporter, New Private Markets, PEI Media

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A speaker photo for Jeffrey Gilbert

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

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A speaker photo for Jennifer Hill

Jennifer Hill

Managing Director, Head of M&A Strategy and Execution. JLL

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Neeta Rastogi, Activant

Neeta Singh

Chief Operating Officer and Chief Compliance Officer, Activant Capital Group LLC

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14:15 - 15:05

How firms are utilizing credit lines and managing capital calls in the current market

Graham Bippart, Josh Gilbert, Jeremiah J. Loeffler, Patty Nykodym
  • 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

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO, Private Equity International

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A speaker photo for Josh Gilbert

Josh Gilbert

CFO, Freestyle Capital Management

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A speaker photo for Jeremiah J.  Loeffler

Jeremiah J. Loeffler

COO – Credit, Crestline Investors, Inc.

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A speaker photo for Patty Nykodym

Patty Nykodym

Chief Financial Officer and Chief Compliance Officer, FFL Partners

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End of conference
15:05 - 15:05

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