Critical and timely content for you

The CFOs & COOs Fall Roundup responds to an evolving climate with an interactive virtual meeting of CFOs & COOs to benchmark shifting processes and strategies in these unprecedented times.

The Roundup will provide vital peer insightfeedback and solutions to drive business forward during a crisis in a strategic and operationally focused manner.

Connect with your peers on how they are addressing a wide variety of topics including:

  • Subscription lines
  • Alternative sources of capital
  • Virtual fundraising
  • Challenges with valuations
  • Private equity regulation
  • Diversity and inclusion

Key sessions for finance professionals

Roundup sessions – collaborative, strategic and solution driven for attendees to discuss the biggest challenges that are having an impact on their role and responsibilities.

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.

Think Tanks – these closed-door, interactive group discussions promote an open dialogue to answer your most pressing questions and solve challenges facing your firm.

Build strong connections.

Network with peers in interactive roundup sessions and invite-only think tank discussions from the comfort of your workspace.

Hear from leaders in private equity.

Engage with a community of CFOs & COOs with a unique forum to receive best practices and solution-driven methods.

Connect with your peers.

Connect with a community of CFOs, COOs, and senior finance executives in networking sessions and small group meetings.

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 Roundups

Great to connect with other CFOs and COOs who are trying to solve the same problems that I am! We had a great networking session on the financing topic at a rou…

Read full testimonial

Great format and strong attention to detail. Considering the alternative for not meeting in person, PEI could not have done a better job with this virtual event…

Read full testimonial

Perfectly timed topics based on the current environment.

Now part of CFO All Access:

Only CFO All Access members can attend the 2021 virtual CFOs & COOs Fall Roundup. 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

2020 Roundup Speakers

The 2020 Roundup featured finance and operations executives from preeminent private equity firms. Interested in speaking at the Roundup in 2021? Please contact Shamara Ray at shamara.r@peimedia.com or call +1 212 633 1453.

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

Kate de Mul

Director, Client Services, KKR

Katherine T. B. de Mul (Kate) joined KKR in 2007 and leads the global Client Services Team and participates in investor relations, operations and capital raising activities for KKR. Prior to her current role, Ms. de Mul directed investor relations fo… Read full bio

Michael Elio

Partner, Stepstone Group

Michael Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also lead Portfolio Manager for many of the firm’s largest advisory clients, SMA clients, and high-net-worth dis… 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

James Gaven

Senior Counsel & Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

James Gaven is Senior Counsel & Chief Compliance Officer, having joined WCAS in 2010. In addition to his legal and compliance responsibilities, Mr. Gaven helps coordinate the Firm’s ESG program. He also serves as an Advisor to Text IQ. Previously… 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

Melissa Gliatta

COO, Thor Equities, LLC

Melissa Gliatta is Chief Operating Officer of Thor Equities. Ms. Gliatta works closely with Thor Equities Chairman & CEO Joseph Sitt to expand the company’s business activities. Her responsibilities include overseeing asset management, leasing, h… 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

Sandra Kim-Suk

Chief Financial Officer, Engine No. 1

Sandi is a senior financial executive with over 25 years of experience in banking and private equity. Prior to joining Engine No.1, she had roles as CFO of Norwest Equity Partners | Norwest Mezzanine Partners, and at L Catterton. Sandi began her care… Read full bio

Jeremiah 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

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Mr. Mardirossian is a member of Kohlberg’s Investment Committee, overseeing investor relations and the Firm’s financial, compliance and administrative functions. Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a P… Read full bio

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

Isobel is the Senior Editor, Private Equity Group, Americas. She joined PEI in September 2014 as a staff writer, was promoted to senior reporter in May 2015 and became editor of Private Equity International's monthly print publication in January 2017… Read full bio

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

As a member of the CAZ Investments team at Fund Services Group, Isaiah Massey serves as Managing Director - Chief Financial Officer and is responsible for directing the firm’s efforts in all financial matters as well as leading the firm’s interface w… Read full bio

Thomas Mayrhofer

CFO and COO. EJF Capital, LLC

Thomas B. Mayrhofer is the Chief Operating Officer and Chief Financial Officer of EJF Capital, LLC. EJF manages approximately $9 billion across a diverse group of alternative asset strategies, primarily targeting investment opportunities that are cre… Read full bio

John McGuinness

Chief Compliance Officer and Corporate Counsel, StepStone Group

John McGuinness leads the Compliance team at StepStone Group, where he serves as Chief Compliance Officer and Corporate Counsel. Prior to joining StepStone, Mr. McGuinness was a vice president at Goldman Sachs Asset Management, where he served as a c… Read full bio
Jason Mulvihill, American Investment Council

Jason Mulvihill

Chief Operating Officer & General Counsel, American Investment Council

Jason Mulvihill currently serves as Chief Operating Officer & General Counsel for the American Investment Council (AIC). As COO & GC, Mulvihill is the executive lead of Government Affairs for the AIC. He has responsibility for regulatory and… 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

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Stephanie Paine serves as the Partner and Chief Financial Officer for Pritzker Private Capital. In this role, she oversees the financial reporting, tax, treasury, management company budgeting and forecasting, human resources, and IT functions. Prior… 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

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

John W. Polis

Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

John Polis is an entrepreneurial information management and business operations leader with a 25+ year track record of creating and enhancing technology enabled businesses and building platforms that allow for significant scale. At Star Mountain Capi… Read full bio

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Ms. Rosenthal is a Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer of TowerBrook Capital Partners. Prior to joining TowerBrook, Ms. Rosenthal was a corporate partner in the London office of Kirkland & Ellis advisi… Read full bio

Sanjay Sanghoee

COO and CCO, Delos Capital

Sanjay Sanghoee is COO, CFO and CCO of Delos Capital, a lower middle market private equity fund launched in 2013 and based in New York City. Mr. Sanghoee has more than 15 years of experience in investment banking and private equity. He is responsible… 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

Todd Schneider

Chief Financial Officer, Shorehill Capital

Todd Schneider has been the CFO & CCO of Shorehill Capital LLC (SHC) since June 2013, a Chicago-based private equity firm investing middle market industrial products, industrial services, and distribution businesses. He is also the CFO of CHS Cap… Read full bio

Béla Schwartz

CFO, The Riverside Company

With more than 30 years in private equity, Béla Schwartz has been the Chief Financial Officer at Riverside since 1998. Mr. Schwartz holds an MBA in finance from the University of Michigan; a master’s in music from Northwestern University and bachelor… Read full bio

Louis Sciarretta

Chief Operating Officer, Kline Hill Partners

Louis Sciarretta is the Chief Operating Officer at Kline Hill, having joined the firm in August 2019. He is responsible for overseeing firm operations, governance, finance, human capital, planning and budgeting. Mr. Sciarretta has over 24 years of ex… Read full bio

Yokasta Segura-Baez

Managing Director, Capital Dynamics

Yokasta is a Managing Director of the North American Business Development team and is also a member of our Responsible Investment Sub-Committee – Truly Invested® in Diversity & Inclusion (“D&I”). Prior to joining Capital Dynamics, Yokasta was… Read full bio

Yuriy Shterk

Chief Product Officer, Allvue

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

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

Christine Smoragiewicz

Chief Financial Officer, Intervale Capital

Christine joined Intervale Capital in 2007 as Chief Financial Officer. She oversees the finance, compliance and administrative functions of the firm. Prior to joining Intervale, Christine served as Controller at J.W. Childs Associates L.P., a private… Read full bio

Tina St. Pierre, CPA

Partner, Chief Administrative Officer, Secondaries, Landmark Partners, an Ares company

Ms. St. Pierre is a Partner and Chief Administrative Officer, Secondaries in the Ares Secondary Solutions Group. Prior to joining Ares in 2021, she was a Partner and the Chief Administrative Officer at Landmark Partners, where she focused on Landmark… Read full bio

James Stevenson

Partner, ABS Capital Partners

James was a General Partner and CFO at ABS Capital for 17 years and was responsible for management of many aspects of the business, including running the finance, accounting, tax, legal, human resources, information systems, and operational functions… Read full bio

Joshua Weiner

Director, GP Fund Solutions

Josh joined GPFS in 2020 as Director to head the Real Assets Fund Services team. Josh began his career in public accounting as an auditor with Ernst & Young in their Entrepreneurial Services group, and following that spent many years working at p… Read full bio

John Yantsulis

CFO & Partner, Searchlight Capital Partners

Prior to joining Searchlight in 2010, Mr. Yantsulis worked as a CFO at Reservoir Capital in New York, where he enhanced the infrastructure and internal controls to create efficiencies within the finance and operations functions and established the fa… Read full bio

Showcase your thought leadership to Roundup attendees

The Roundup will offer a unique opportunity for organizations to raise their profile by meeting with an exclusive community of private equity senior professionals.

For exclusive sponsorship packages for 2021, contact Cristiana Crocco at cristiana.c@peimedia.com call +1 646 921 0923.

Year-round networking for private equity CFOs and COOs

The CFOs & COOs Fall Roundup 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 Roundup 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 Roundup, 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 Roundup’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 Roundup

Great to connect with other CFOs and COOs who are trying to solve the same problems that I am! We had a great networking session on the financing topic at a rou…

Read full testimonial

Great format and strong attention to detail. Considering the alternative for not meeting in person, PEI could not have done a better job with this virtual event…

Read full testimonial

Perfectly timed topics based on the current environment.

CFOs & COOs Fall Roundup attendees get more:

By attending the CFOs & COOs Fall Roundup you will join the most influential CFOs and COOs community. Membership will give you:

  • Access to the CFOs & COOs Fall Roundup
  • 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 …