Join a series of interactive discussions with PE CFOs & COOs

The CFOs & COOs Fall Roundup is a one-day virtual event for private equity finance and operations executives to benchmark against their peers and create conversations about strategically navigating new challenges caused by the pandemic.

The Roundup will provide vital peer insight, feedback and allow for in-depth conversations on issues impacting firms and portfolio companies presently and highlight what is to be expected as the industry moves toward a new normal.

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

  • ESG integration
  • Compliance & SEC matters
  • The evolution of the role of CFO and COO
  • Data management: efficiency and transparency
  • Due diligence in LP communication
  • Tax changes
  • Technology implementation
  • Attracting and sourcing talent
  • How PE will continue to grow and scale in the new normal

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.

Featured fireside chat speaker

Adam Fletcher
Adam Fletcher
Chief Security Officer
Blackstone

Adam Fletcher is a Managing Director in the Technology and Innovations group and Blackstone’s Chief Security Officer. He is responsible for all aspects of cyber and physical security across Blackstone as well as managing a small portfolio of investments in leading early-stage cybersecurity companies.

Prior to his current role, Mr. Fletcher was Blackstone’s Deputy CISO and helped lead an engaged community of cybersecurity professionals across Blackstone’s portfolio of companies. Before joining Blackstone, Mr. Fletcher led the International Security organization for Equifax, coordinating a global security program across 14 countries, each with different business, regulatory, and privacy requirements.

Featured speakers

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

2021 Roundup Speakers

For speaking opportunities, contact Nikki Gale at nikki.g@peimedia.com.

Rahul Agarwal

Head of Finance, Lindsay Goldberg

Rahul is Head of Finance of Lindsay Goldberg. Previously, Rahul was Chief Financial Officer at CIFC Asset Management. Earlier in his career, he was Co-Head of Finance for Private Equity at The Blackstone Group. Rahul is a CFA Charterholder, Certified… Read full bio

Crystal Andersen

Partner, Deloitte & Touche LLP

Crystal brings 20 years of experience serving Deloitte’s most significant Investment Management and Capital Markets clients from both a risk advisory and finance transformation perspective. She advises Finance and Operations executives on risk manage… Read full bio

James Black

Chief Operating Officer, Allvue

James brings 30 years of Fintech leadership experience to the role of Chief Operating Officer at Allvue. He has had success leading global teams to deliver superior client experience from implementation through support. Before joining Allvue, James w… Read full bio

Esana Blank

Chief Compliance Officer, CCMP Capital

Esana Blank is Chief Compliance Officer in the New York Office of CCMP Capital. Prior to joining CCMP in 2004, she was a senior consultant at Ernst & Young within Financial Services Consulting Group. Esana holds a B.S. in Finance from Brooklyn Co… Read full bio

Dalen Chow

Head of Commercial Strategy, General Partners, Private Markets, IHS Markit

Dalen Chow is Head of Commercial Strategy for IHS Markit's General Partners customer segment. Mr. Chow is responsible for driving strategic direction, establishing new product and data initiatives and leading overall business growth for the GP market… Read full bio

Ben Collins

Senior Director, Financial Services Industries Marketing, Sage Intacct

Ben serves as the Senior Director of Industry Marketing at Sage Intacct, where he focuses on driving growth in the Financial Services segment. Prior to Sage Intacct, Ben was the Senior Director of Product Marketing at SS&C Intralinks, a SaaS prov… Read full bio

Eric Coombs

Partner, 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

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
Adam Fletcher

Adam Fletcher

Managing Director Technology and Innovations Group, Chief Security Officer, Blackstone

Adam Fletcher is a Managing Director in the Technology and Innovations group and Blackstone’s Chief Security Officer. He is responsible for all aspects of cyber and physical security across Blackstone as well as managing a small portfolio of investme… Read full bio

Mike Kubacki

CFO, NewSpring Capital

Mike Kubacki is the CFO at NewSpring where he manages and oversees the finance, IT, and infrastructure functions of the Firm. Mike also manages and works closely with the Firm’s Chief Compliance Officer on all compliance matters. Prior to joining New… 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

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

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

I work closely with prospects in understanding their business needs, functional and technical requirements for portfolio, fund structure, legal entity and investor accounting for middle and back office. I'm also part of the Global Solutions Managemen… Read full bio

Drake Paulson

Senior Director, eVestment Private Markets

Drake Paulson is Managing Director of Nasdaq Private Fund Solutions, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined Nasdaq in 2015 with the acquisition of T… Read full bio

Jarrod Phillips

Chief Financial Officer, Ares Management

Mr. Phillips is a Partner and Chief Financial Officer of Ares Management Corporation. He serves on the Ares Executive Management Committee. Prior to joining Ares in 2016, Mr. Phillips was a Partner at Deloitte & Touche LLP, where he focused on fi… Read full bio

John W. Polis

Chief Operating & 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

Heramb Ramachandran

Chief Financial Officer, Sciens Capital

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

Jennifer Randle

EVP of Finance and Operations, TCG

Jennifer Randle is the EVP of Finance & Operations. Jennifer’s responsibilities include the accounting and financial reporting of the organization, as well as various other operational components. Prior to joining The Chernin Group, LLC in 2012,… Read full bio

Dan Rochkind

CFO, Lerer Hippeau

Dan Rochkind is the CFO at Lerer Hippeau, overseeing the firm's finances, operations and infrastructure. Prior to joining, Dan was the COO/CFO of Marker LLC, a New York-based venture capital firm. Before that, Dan was a Principal at the private equit… Read full bio

Raj Rupani

Head of US Tax, Cinven

Raj is the Head of US Tax & Transaction Support at Cinven. In his role he oversees partnership allocations and reporting, individual tax matters, transactions, corporate tax and other group tax matters. Additionally, Raj provides tax structuring… Read full bio

David Smolen

Managing Director, General Counsel & Chief Compliance Officer, GI Partners

David Smolen is the Managing Director, General Counsel & Chief Compliance Officer of GI Partners. Mr. Smolen chairs the Firm's ESG Committee. Prior to joining GI Partners, Mr. Smolen was Senior Counsel & Chief Compliance Officer at Silver Lak… Read full bio

Olibia Stamatoglou

Chief Financial Officer & Chief Compliance Officer, Victory Park Captial

Olibia Stamatoglou joined VPC in 2019 and is the Chief Financial Officer and Chief Compliance Officer. She oversees business and fund operations, including finance, compliance and accounting. Previously, Mrs. Stamatoglou served as vice president of f… Read full bio

John Stephens

Partner & Chief Financial Officer, US, Pomona Capital

John Stephens is a Partner and Chief Financial Officer of Pomona, and is responsible for all aspects of the firm’s day-to-day finances and operations. John is a member of Pomona’s Investment Committee, and chairs its Valuation Committee. Before becom… Read full bio

Ivor van Esch

Head of Finance, Knox Lane

Ivor van Esch serves as Head of Finance at Knox Lane where he focuses on the firm’s finance, operations, portfolio monitoring, and ESG functions. Before joining Knox Lane, Mr. van Esch served as Head of Investment Operations and Head of Valuations in… Read full bio

Dino Verardo

Chief Operating Officer & Chief Financial Officer, Sageview Capital

Dino Verardo is responsible for overseeing the financial, operational, accounting, and compliance functions of Sageview Capital. Prior to joining Sageview in 2008, Dino was a Product Controller at Sailfish Capital Partners L.P., a fixed-income hedge… Read full bio

Paul Vronsky

Chief Operating Officer & General Counsel, BOND

Paul is an Operating Partner. He oversees firm strategy and management, including investments, fund operations and regulatory compliance. Before BOND, Paul served as a partner at Vy Capital and General Counsel at Kleiner Perkins where he was responsi… 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.

Pre-Event Resources

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 …

2021 Agenda

Download the agenda to see the timely and relevant topics that will be covered at the CFOs & COOs Fall Roundup.

If you are interested in a speaking role please contact contact Nikki Gale at nikki.g@peimedia.com.

All times are listed in Eastern Time (ET)

Day 1
View agenda page

Agenda

Day One - Tuesday 16th

10:00 - 10:05

PEI Welcome

Keynote Interview
10:05 - 10:40

Fireside Chat - Putting Cybersecurity at the Forefront of Private Equity Firms

Rich Melville, Adam Fletcher

Moderator:
Rich Melville, Editorial Director, US, PEI

Speaker:
Adam Fletcher, Chief Security Officer, Blackstone

A speaker photo for Rich Melville

Rich Melville

Editorial Director, US, PEI

Read bio
Adam Fletcher

Adam Fletcher

Managing Director Technology and Innovations Group, Chief Security Officer, Blackstone

Read bio
Plenary session
10:45 - 11:30

How the Increasing Versatility of CFOs is Driving Firm Success

Crystal Andersen, Jarrod Phillips, Dan Rochkind, Olibia Stamatoglou
  • Assessing CFO influence in moving the firm forward
  • More than finance: strategically navigating the back office, HR, IT, IR, etc.
  • How are CFOs effectively managing their time when working on both firm finance and assisting deal teams?
  • Identifying innovative ways for finance and operations to contribute to the strategic growth of the firm
  • Ensuring a connected and cohesive firm through cross-functional engagement
  • Adopting technology to assist with the increasing demands of the CFO role

Moderator:
Crystal Andersen, Partner, Deloitte

Panelists:
Jarrod Phillips,
 Chief Financial Officer, Ares Management
Dan Rochkind, CFO, Lerer Hippeau
Olibia Stamatoglou, Chief Financial Officer & Chief Compliance Officer, Victory Park Capital

 

A speaker photo for Crystal Andersen

Crystal Andersen

Partner, Deloitte & Touche LLP

Read bio
A speaker photo for Jarrod Phillips

Jarrod Phillips

Chief Financial Officer, Ares Management

Read bio
A speaker photo for Dan  Rochkind

Dan Rochkind

CFO, Lerer Hippeau

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A speaker photo for Olibia Stamatoglou

Olibia Stamatoglou

Chief Financial Officer & Chief Compliance Officer, Victory Park Captial

Read bio
Morning Coffee Break
11:30 - 11:45

Morning Coffee Break

Roundup sessions
11:45 - 12:45

Roundup A | Fundraising in a Post-Pandemic Environment

Drake Paulson
  • How has the industry adjusted to a new fundraising paradigm?
  • Taking a closer look at the evolution of the CFO role in a fundraise
  • How instrumental have placement agents been in the fundraising process?
  • Best practices in fundraising operations
  • Assessing how to best support the IR team
  • What is the LP appetite for continuing virtual meetings and how is it shaping communication approaches?
  • What can we expect in 2022 for fundraising strategies?
  • Projecting the level of LP investments in the year to come

Facilitator:
Drake Paulson, Senior Director, eVestment Private Markets

A speaker photo for Drake Paulson

Drake Paulson

Senior Director, eVestment Private Markets

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11:45 - 12:45

Roundup B | Fostering a Collaborative Relationship with Outsourced Partners

Aani Nerlekar, Dino Verardo
  • How the COVID-19 pandemic influenced the working relationship between GPs and third-party service providers
  • Examining the cost-benefit of outsourcing vs keeping functions in-house
  • Establishing agreed upon metrics to promote a transparent and results-driven relationship
  • Ensuring the firm and service providers are not duplicating tasks
  • Bolstering your third-party due diligence process
  • Engaging with services providers on a consistent basis to direct strategic decision-making

Facilitators:
Aani Nerlekar, Senior Director, Solutions Consulting, SS&C Advent
Dino Verardo, Chief Operating Officer & Chief Financial Officer, Sageview Capital

 

A speaker photo for Aani Nerlekar

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

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A speaker photo for Dino Verardo

Dino Verardo

Chief Operating Officer & Chief Financial Officer, Sageview Capital

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11:45 - 12:45

Roundup C | Gauging the Impact of Tax Reform on Private Funds and Portfolio Companies

Jennifer Randle
  • How involved are CFOs with tax reporting in their organization?
  • Will tax reform affect the amount of compliance you perform?
  • What functions are coordinating throughout the firm to comply with tax changes?
  • State tax compliance: tackling issues encountered during state tax reporting
  • Evaluating which tax and accounting practices can benefit from automation
  • Identifying the right external support for tax compliance

Facilitators:
Jennifer Randle, Executive Vice President – Finance and Operations, TCG

A speaker photo for Jennifer  Randle

Jennifer Randle

EVP of Finance and Operations, TCG

Read bio
11:45 - 12:45

Roundup D | Key Considerations for Cultivating Enduring LP/GP Relationships

Kate de Mul
  • How are firms approaching reporting measures due to the uptick in LP communication?
  • The balancing act between standardizing and creating bespoke reporting templates and questionnaires
  • Employing automation to manage ad hoc LP requests
  • Methods for protecting sensitive information between GPs and LPs
  • Establishing a diverse LPAC to represent LP and fund interests in an efficient manner
  • Examining what’s required to reinstate in-person LP meetings

Facilitator:
Kate de Mul, Director, Client Services, KKR

A speaker photo for Kate de Mul

Kate de Mul

Director, Client Services, KKR

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Lunch Break
12:45 - 13:30

Lunch - Take a break on your own or grab a bite and join one of the interactive lunch & chat sessions

Optional Lunch & Chat Sessions
12:50 - 13:20

Lunch Chat A | Redefining Company Culture in the Current Climate

Shant Mardirossian
  • Maintaining trust and confidentiality with employees regarding changes in COVID-19 policies and procedures
  • Enhancing communication between leadership and employees to increase knowledge sharing and collaboration
  • How are firms supporting the development of junior staff in remote and hybrid working environments?
  • Implementing ESG and DEI policies within the firm
  • Encouraging innovative methods for teambuilding

Facilitator:
Shant Mardirossian, Partner, Chief Operating Officer, Kohlberg & Company

 

A speaker photo for Shant  Mardirossian

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Read bio
12:50 - 13:20

Lunch Chat B | Conducting a Review of Compensation Trends and Terms

  • Determining whether the firm should perform a pay equity analysis
  • Designing compensation plans for a competitive landscape
  • How are firms are implementing success-based compensation?
  • Offering incentive programs for staff not eligible for carry
Breakout Series I
13:30 - 14:15

Track A | Maintaining and Advancing the Operational Efficiencies Achieved During the Pandemic

Ben Collins, Rahul Agarwal, John Stephens, Paul Vronsky
  • What processes or activities for managing firm operations changed within the past 18 months?
  • Evaluating the operational challenges teams face trying to progress firm operations with escalating responsibilities
  • Formalizing cross-functional, firmwide communication for a hybrid work environment
  • Revisiting the workplace and the need for physical office space
  • Designing a process to retain and support a proficient staff
  • Tools for addressing ongoing pain points

Moderator:
Ben Collins, Senior Director, Financial Services Industries Marketing, Sage Intacct

Panelists:
Rahul Agarwal,
Head of Finance, Lindsay Goldberg
John Stephens,
Partner & Chief Financial Officer, US, Pomona Capital
Paul Vronsky, Operating Partners, Bond Capital

 

A speaker photo for Ben Collins

Ben Collins

Senior Director, Financial Services Industries Marketing, Sage Intacct

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A speaker photo for Rahul  Agarwal

Rahul Agarwal

Head of Finance, Lindsay Goldberg

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A speaker photo for John Stephens

John Stephens

Partner & Chief Financial Officer, US, Pomona Capital

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A speaker photo for Paul  Vronsky

Paul Vronsky

Chief Operating Officer & General Counsel, BOND

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13:30 - 14:15

Track B | Extracting value from data to enhance firm and portfolio company performance

Dalen Chow, John W. Polis, Heramb Ramachandran
  • Reexamining how your firm navigates the data management process
  • Analyzing data from the past 18 months to inform firm decisions in the year ahead
  • Implementing tools to map and make data more accessible for the front, middle and back office
  • Effecting efficient data collection and monitoring to guide portfolio company growth strategy
  • Best practices for protecting and sharing data with third-party service providers and LPs

Moderator:
Dalen Chow, Head of Commercial Strategy, General Partners, Private Markets, IHS Markit

Panelists:
John W. Polis, Chief Operating & Technology Officer, Star Mountain Capital
Heramb Ramachandran, Chief Financial Officer, Sciens Capital

A speaker photo for Dalen Chow

Dalen Chow

Head of Commercial Strategy, General Partners, Private Markets, IHS Markit

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A speaker photo for John W.  Polis

John W. Polis

Chief Operating & Technology Officer, Star Mountain Capital

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A speaker photo for Heramb	 Ramachandran

Heramb Ramachandran

Chief Financial Officer, Sciens Capital

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Breakout series II
14:20 - 15:05

Track A | Navigating the Current Private Equity Tax Environment

Eric Coombs, Mike Kubacki, Raj Rupani

Navigating the current private equity tax environment

  • Tax requirements affecting the private equity industry
  • Assessing Biden administration tax plans on the horizon
  • Challenges and opportunities: is your firm performing the accounting/tax function in-house or outsourcing?
  • Determining the best way to maintain records for SEC/auditors/tax team
  • Tax implications of providing carried interest across the firm

Moderator:
Eric Coombs, Tax Partner, Asset Management Tax Leader, Grant Thornton

Panelists:
Anca Basturescu, Partner, Accounting, Tax & Operations, Yorktown Partners LLC
Mike Kubacki,
CFO, NewSpring Capital
Raj Rupani, Head of US Tax, Cinven

A speaker photo for Eric  Coombs

Eric Coombs

Partner, Grant Thornton

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A speaker photo for Mike Kubacki

Mike Kubacki

CFO, NewSpring Capital

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A speaker photo for Raj  Rupani

Raj Rupani

Head of US Tax, Cinven

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14:20 - 15:05

Track B | Adopting Technology Innovations to Transition to a Future Firm

James Black, Ivor van Esch
  • Coordinating with staff to assess the technology requirements for firm operations
  • New tech alert: identifying technology to align with the needs of firm finance and operations
  • Determining whether recent technology advancements can benefit firm initiatives
  • Making a case for automating firm functions from data management, IR, fundraising, compliance, etc.
  • Allocating the necessary resources for a seamless technology integration process

Panelists:
James Black, Chief Operating Officer, Allvue
Peter Rivera,
Chief Financial Officer, Shamrock Capital
Ivor van Esch
, Head of Finance, Knox Lane

 

A speaker photo for James Black

James Black

Chief Operating Officer, Allvue

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A speaker photo for Ivor  van Esch

Ivor van Esch

Head of Finance, Knox Lane

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Afternoon Break
15:05 - 15:15

Afternoon Break

Think Tank Sessions (GPs only)
15:15 - 16:15

Think Tank A | Paving a Path Forward: Attracting Diverse and Skilled Talent to Private Equity Firms

  • Collaboration amongst leadership to increase the implementation of diversity, equity and & inclusion initiatives within the firm
  • Should firms invest in hiring new employees or train existing team members on new skills when focusing on growth?
  • Expanding the talent pool geographically when recruiting for a hybrid work model
  • Aligning your firm with the best recruiters who understand the industry and talent needs
  • Creating a well-rounded benefits program to entice candidates with the intention of accepting an offer
15:15 - 16:15

Think Tank B | Evaluating and Modernizing Compliance Programs to Prevent Enforcement Actions

Esana Blank
  • How will the current administration’s stance on private equity influence the SEC’s initiatives and examinations?
  • Current compliance risks on the private equity firm radar
  • Taking a predictive and analytical approach to enhancing compliance programs
  • Determining the Marketing Rule’s impact on communication and advertisement practices
  • Establishing a firmwide compliance culture from the top down

Facilitator:
Esana Blank,
Chief Compliance Officer, CCMP Capital

A speaker photo for Esana Blank

Esana Blank

Chief Compliance Officer, CCMP Capital

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15:15 - 16:15

Think Tank C | Can the U.S. Catch Up on Implementing ESG Programs and Policies?

David Smolen
  • Understanding the industry need to factor ESG into a firm’s strategy
  • What is the growth trajectory for ESG in the United States?
  • Should firms have a say in the implementation of ESG initiatives at portfolio companies?
  • Developing long-standing ESG policies and protocols
  • How will firms under consumer privacy laws remain compliant while delivering ESG data (California, Colorado, Virginia)?
  • Taking cues from the continued growth of ESG programs in both Europe and Asia
  • Reporting and measuring the impact of ESG initiatives

Facilitator:
David Smolen, Managing Director, General Counsel & Chief Compliance Officer, GI Partners

A speaker photo for David  Smolen

David Smolen

Managing Director, General Counsel & Chief Compliance Officer, GI Partners

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15:15 - 16:15

Think Tank D | Taking a Proactive Approach to Implementing Cybersecurity Protocols

  • What are private equity firms doing to protect data from cyber attacks?
  • Mitigating cybersecurity risk at the firm and portfolio company levels
  • Implementing security software without causing disruption to firm operations
  • Emerging tools to protect information of firms operating in a hybrid work environment
  • Lessons learned during the pandemic to assist in the development of new security measures
  • Creating and conducting periodic trainings for all firm employees
  • Working with third-party service providers to ensure employees are aware of and abide by evolving cybersecurity measures

Facilitator:
Jason Snider, Chief Financial Officer, Gauge Capital

End of Roundup
16:15 - 16:15

End of Roundup