Join a series of interactive discussions with PE CFOs & COOs

The CFOs & COOs Fall Roundup returns in-person this November 17th at the Intercontinental Hotel in San Francisco.

The Roundup will provide vital peer insight, feedback and allow for in-depth conversations on issues impacting firms and portfolio companies presently.

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.

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 speakers

2021 attendees included:

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…

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Perfectly timed topics based on the current environment.

2022 Agenda

Download the agenda to see the timely and relevant topics that will be covered at this year’s Roundup

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

All times are listed in Pacific Time (PDT)

Day 1
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Agenda

Day 1 - Thursday 17th

Registration
08:30 - 09:25

Registration – Breakfast

09:25 - 09:30

PEI Welcome

Keynote Interview
09:30 - 10:00

Keynote interview

Amy Coleman Redenbaugh

Keynote interviewee:
Amy Coleman Redenbaugh, Managing Director, Chief Financial Officer, Thoma Bravo

A speaker photo for Amy Coleman Redenbaugh

Amy Coleman Redenbaugh

Managing Director, Chief Financial Officer, Thoma Bravo

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Plenary Session
10:00 - 10:45

Managing inflationary pressures, supply chain disruptions and other economic challenges

Christopher Smith, CFA, Ryan Randall, Nina Yoo
  • Approaching portfolio company and firm valuations in today’s market
  • How are firms managing increased interest rates and obtaining lines of credit?
  • Are secondaries and continuation funds a solution to consistent GP cash flow?
  • How can GP CFOs advise portfolio companies through economic volatility?
  • Can PE handle a potential recession?
  • Allocating internal and external resources to carry firms forward through an inflationary environment
  • Staying ahead of Federal Reserve and SEC measures tackling inflation in private markets

Panelists:
Ryan Randall, CFO, CCO and Partner, Section Partners
Christopher Smith, CFA, Partner & CFO, SER Capital Partners
Nina Yoo, Chief Financial Officer, Fengate

A speaker photo for Christopher	 Smith, CFA

Christopher Smith, CFA

Partner & CFO, SER Capital Partners

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A speaker photo for Ryan Randall

Ryan Randall

CFO, CCO and Partner, Section Partners

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A speaker photo for Nina Yoo

Nina Yoo

Chief Financial Officer, Fengate

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Morning Break
10:45 - 11:15

Morning Break

Roundup Sessions
11:15 - 12:15

Topic A | Instituting a recipe for success in fundraising

Amanda Coussens
  • How involved are CFOs & COOs today’s fundraising process?
  • Navigating LP demand for more disclosure
  • Applying historical and current data to make informed investment decisions
  • How are firms catering to both global and emerging LPs?
  • Effects of inflation on private market fundraising
  • How are GPs balancing in-person and virtual fundraises?
  • Evaluating the future of side letters

Facilitators:
Amanda Coussens, CFO,P10
Heather Jones, Chief Operating Officer, Civitas Capital

A speaker photo for Amanda Coussens

Amanda Coussens

CFO, P10

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11:15 - 12:15

Topic B | Approaching internal recruitment and retention in an intense environment

Scott Farden
  • Enhancing short and long-term employee experiences across the firm
  • Determining the proper amount of back/middle-office staff to carry the firm forward?
  • What skill sets are firms seeking from finance and operations professionals to boost the firm’s capabilities?
  • Surpassing race and gender: increasing diversity, equity and inclusion initiatives to drive employee and investor satisfaction
  • From job posting to candidate acceptance: how are firms engaging in today’s recruitment cycles and practices?
  • Employing alternative internal and external recruitment resources to source talent outside of PE & VC

Facilitator:
Scott Farden, Partner and Chief Operating Officer, Nonantum Capital Partners

A speaker photo for Scott Farden

Scott Farden

Partner and Chief Operating Officer, Nonantum Capital Partners

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11:15 - 12:15

Topic C | Refreshing the investor reporting process to correspond with LP and regulatory demands

Jennifer Randle
  • How are the back/middle offices responding to ad-hoc requests?
  • What new items are LPs looking to find in quarterly and annual reports?
  • Creating a practical and sustainable repository that satisfies LPs
  • Developing reporting framework to showcase both firm and portfolio company ESG efforts
  • How will the SEC’s proposed rules change investor reporting requirements?
  • Implementing automation to aid the investor reporting process

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

A speaker photo for Jennifer  Randle

Jennifer Randle

Executive Vice President - Finance and Operations, TCG

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11:15 - 12:15

Topic D | Enhancing firm-wide operational efficiencies while adjusting to updated industry norms

Sharon Hwang , Aani Nerlekar
  • Strengthening communication practices across the firm to drive informed decision-making
  • Coping with the loss of intellectual capital as firms and outsourcing partners undergo staffing changes
  • Where do cross-departmental efforts sit within the firm (ESG, IT, data, etc.)?
  • How are firms staffing teams to meet industry and LP demands?
  • Instituting professional development programs and plans to strengthen individual and team-wide skillsets
  • Navigating relationships with service providers in today’s environment
  • How have remote or hybrid working environments evolved for finance and operations teams?
  • Identifying effective technology solutions to help firms make informed decisions more rapidly

Facilitators:
Sharon Hwang, Partner and Chief Operating Officer, MSP Sports Capital
Aani Nerlekar, Senior Director, Solutions Consulting, SS&C Advent

A speaker photo for Sharon  Hwang

Sharon Hwang

Partner and Chief Operating Officer, MSP Sports Capital

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A speaker photo for Aani Nerlekar

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

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Lunch Break
12:15 - 13:15

Lunch Break

Breakout Series I
13:15 - 14:00

Breakout A | Taking a proactive approach to taxes

Brandon Baudin, Dan Drury
  • Understanding the latest in pass through state entity taxes and their effect on GPs
  • What’s ahead for carried interest taxes?
  • Enhancing communication efforts with portfolio companies to gather prevalent tax information for the firm and LPs
  • Evaluating available resources to help organize necessary records and documents for the firm and portfolio companies
  • Assessing how the SEC & IRS tax plans on the horizon will impact firm operations
  • Addressing tax challenges and rules when working with foreign investors
  • Is creating an in-house tax team necessary to manage and keep up with the influx of foreign and domestic tax updates?

Panelists:
Brandon Baudin, Chief Financial Officer, The Sterling Group
Dan Drury, Managing Director, Makena Capital Management

A speaker photo for Brandon Baudin

Brandon Baudin

Chief Financial Officer, The Sterling Group

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A speaker photo for Dan Drury

Dan Drury

Managing Director, Makena Capital Management

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13:15 - 14:00

Breakout B | Assembling a robust IT infrastructure to further expand GP capabilities

Jill Lampert
  • Approaching firm-wide buy when adopting new programs and platforms
  • Is PE fully ready to adopt AI and machine learning capabilities?
  • Determining when to build in-house solutions or outsource?
  • Creating an IT budget that aligns with firm size and evolving growth
  • Evaluating potential cyber risks during implementation periods
  • Should firms hold on to their legacy systems as a backup?
  • What technology solutions are LPs looking for their GPs to have?
  • Tech alert: what tools are available to drive efficiency and decision making?

Panelists:
Jill Lampert, Chief Financial & Administrative Officer, NGP Energy Capital

A speaker photo for Jill Lampert

Jill Lampert

Chief Financial & Administrative Officer, NGP Energy Capital

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14:00 - 14:45

Breakout C | Strengthening firm-wide data management practices to help drive strategic growth

Gadi Gefen, Nina Labatt, Ivor van Esch
  • Utilizing both qualitative and quantitative data to provide firms and LPs informative insights
  • Increasing data standardization and integration across the back, middle and front offices
  • How are firms for collecting, analyzing, and sharing ESG data with investors?
  • Uncovering additional focus areas to record that will aid in firm advancement (i.e., DE&I and talent management)
  • Keeping up with LP requests for portfolio-company specific data
  • Addressing confidentiality and cyber risk concerns when sharing internal data with external partners
  • Leveraging modern technology to modernize data management and analysis

Panelists:
Gadi Gefen,
Chief Financial Officer, Next47
Nina Labatt, Chief Operating Officer & Chief Financial Officer, Section 32
Ivor van Esch, CFO and CCO, Knox Lane

A speaker photo for Gadi Gefen

Gadi Gefen

Chief Financial Officer, Next47

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A speaker photo for Nina Labatt

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

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A speaker photo for Ivor  van Esch

Ivor van Esch

CFO and CCO, Knox Lane

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14:00 - 14:45

Breakout D | The role of finance teams in ESG reporting and development

Matt Allessio, Machal Karim, David Smolen
  • Looking beyond the basics: what makes an ESG program unique from the finance and operations perspective?
  • Managing the LP appetite for ESG (data, reporting, due diligence, etc.)
  • Best practices for quantifying ESG data
  • Tying carried interest to ESG metrics
  • Preparing the firm for ESG regulatory requirements as the SEC looks to solidify rules on industry initiatives
  • Enlisting help from third parties to aid in ESG reporting

Panelists:
Matt Allessio, Head of Growth and Rise Operations, TPG
Machal Karim, Head of ESG, Blue Owl Capital
David Smolen, Partner and Chief Operating Officer, GI Partners

A speaker photo for Matt Allessio

Matt Allessio

Head of Growth and Rise Operations, TPG

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A speaker photo for Machal Karim

Machal Karim

Head of ESG, Blue Owl Capital

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A speaker photo for David  Smolen

David Smolen

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

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Afternoon Break
14:45 - 15:15

Afternoon Break

Think Tank Sessions
15:15 - 16:15

Think tank A (GPs only) | Instituting compensation tactics and incentives that align with a budding market

Suzanne Guthrie
  • How is inflation playing a role in today’s employee compensation efforts?
  • Strategies for incentivizing staff that are not eligible for carry
  • What soft benefits can be added to the total employee package?
  • What additional fund performance compensation methods can firms apply to increase employee earnings across the firm (i.e., phantom carry)?
  • Are remote or hybrid working options must have incentives for today’s talent?

Facilitator:
Suzanne Guthrie, Chief Financial Officer, Maverick Capital

A speaker photo for Suzanne Guthrie

Suzanne Guthrie

Chief Financial Officer, Maverick Capital

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15:15 - 16:15

Think tank B (GPs only) | Navigating a new era of compliance

  • How often should firms review and revise their policies and manuals?
  • Preparing the firm as new guidelines and rules come into effect (i.e., fee disclosure, side letter agreements, fund indemnification, general investor reporting, etc.)
  • Evolving finance and operations team processes to align with the current regulatory environment
  • Compliance considerations for remote and hybrid employees
  • How are firms overseeing compliance when investing overseas?
  • What cyber rules are in place to protect the firm when working with external parties?
  • Establishing compliance and mitigating conflict of interest with GP family offices?
  • Are third party providers equipped to help firms keep up with increasing cyber compliance efforts?
15:15 - 16:15

Think tank C (GPs only) | Refining cybersecurity efforts at the firm

  • How are firms staying ahead of sophisticated bad actors and emerging attack methods?
  • Innovative approaches to continuous internal cybersecurity training
  • What are LPs seeking in both firm and portfolio company cybersecurity policies?
  • Taking stock of all devices in its IT inventory (in and out of the office) to help mitigate cyber risk
  • Efforts to protect the firm when granting external parties access to sensitive materials (encryption, password protected documents, etc.)
  • How to prepare for proposed SEC cybersecurity rules?
15:15 - 16:15

Think tank D (GPs only) | Staying ahead-of-the-curve while simultaneously managing daily obligations

Eleena Melamed
  • Where should GPs allocate internal funds to enhance the firm?
  • Enhancing investment offerings to entice LPs while staying true to the firm’s core values
  • Taking a hold of new growth platforms (crypto, blockchain)
  • How are firms growing due diligence efforts?
  • Are PE and VC ready to be more public facing rather than remain private?
  • Alleviating tasks from the CFO & COO agenda to focus on strategic growth
  • Obtaining the proper resources to protect the firm from prospective threats and risks as firms are evolving

Facilitator:
Eleena Melamed, Managing Director and Head of Strategic Operations, The Carlyle Group

A speaker photo for Eleena  Melamed

Eleena Melamed

Managing Director and Head of Strategic Operations, The Carlyle Group

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16:15 - 17:15

Cocktail reception and end of Roundup

Pre-Event Resources

2022 Roundup Speakers

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

Matt Allessio

Head of Growth and Rise Operations, TPG

Matt Allessio has been with TPG since 2016 and is the Head of Growth and Rise Operations. In his current role, Matt oversees portfolio management and analytics as well as financial reporting for TPG’s Growth, Rise, and Rise Climate funds and also wor… Read full bio

Brandon Baudin

Chief Financial Officer, The Sterling Group

Brandon joined Sterling in 2018 as Chief Financial Officer. He is responsible for all financial management aspects of the firm, as well as advising the firm’s portfolio company CFOs on certain financial issues and transactions. Previously, Brandon wa… Read full bio

Amy Coleman Redenbaugh

Managing Director, Chief Financial Officer, Thoma Bravo

Amy Coleman Redenbaugh is a Managing Director and Thoma Bravo's Chief Financial Officer. Based in Chicago, she joined the firm in 2008. She is responsible for all finance/accounting, tax, portfolio valuation and financial reporting for the firm. Prio… Read full bio

Amanda Coussens

CFO, P10

Amanda serves as the Firm's Chief Financial Officer. She is responsible for managing the Firm's financial operations, reporting and cash management. Amanda has been in asset management for over 15 years serving in Chief Financial Officer, Chief Compl… Read full bio

Dan Drury

Managing Director, Makena Capital Management

Dan Drury is the Director of Tax at Makena Capital Management (“Makena”), an endowment-style investment firm founded by principals from leading North American investment organizations. Makena currently manages $19 billion through evergreen vehicles d… Read full bio

Scott Farden

Partner and Chief Operating Officer, Nonantum Capital Partners

Scott is a Partner and founding member of Nonantum Capital and serves as the firm’s Chief Operating Officer. In this role, he oversees all non-investment functions for the firm. Additionally, he sits on the Investment Committee as an observing member… Read full bio

Gadi Gefen

Chief Financial Officer, Next47

Gadi brings more than 15 years of leadership and finance experience to his role as CFO at Next47. Prior to joining Next47, Gadi gained 10 years of managerial experience in leading teams in Asia, Europe and the US; recently as Chief Financial Officer… Read full bio

Suzanne Guthrie

Chief Financial Officer, Maverick Capital

Ms. Guthrie serves as Chief Financial Officer of Maverick Capital and Maverick Ventures. She joined Maverick in 2003 as a leader of Maverick’s Hedge Fund Accounting team, with oversight of trade operations, valuation, fund accounting, and financial a… Read full bio

Sharon Hwang

Partner and Chief Operating Officer, MSP Sports Capital

Hwang is a Partner and COO at MSP Sports Capital, where she oversees the firm’s operations and capital raising functions. Before MSP, Hwang was COO at the Greater Phoenix Economic Council. Prior to GPEC, she held various roles at Turner Impact Capita… Read full bio

Machal Karim

Head of ESG, Blue Owl Capital

Machal Karim is Head of ESG at Blue Owl. Based in New York, she leads Blue Owl’s ESG mandate for both corporate and investment activities. Before joining Blue Owl, Machal was a Manager at British International Investment (formerly CDC Group plc.) bas… Read full bio

Nina Labatt

Chief Operating Officer & Chief Financial Officer, Section 32

Nina serves as Chief Financial Officer and Chief Operating Officer for Section 32 where she is focused on establishing world-class finance and operations systems and processes, and building and leading best practices for the management of the firm. P… Read full bio

Jill Lampert

Chief Financial & Administrative Officer, NGP Energy Capital

Jill W. Lampert is Chief Financial and Administrative Officer of NGP, a premier investment franchise in the natural resources industry. Founded in 1988, NGP has aggregate cumulative capital of over $20 billion and has invested in over 360 transaction… Read full bio

Eleena Melamed

Managing Director and Head of Strategic Operations, The Carlyle Group

Eleena Melamed is a Managing Director and Head of Strategic Operations. She is also a member of Carlyle's Operating Committee. Eleena is based in New York. Prior to joining Carlyle, Eleena was most recently at KKR where she was the Head of Business S… Read full bio

Aani Nerlekar

Senior Director, Solutions Consulting, SS&C Advent

Aani joined SS&C Advent in 2011 and is based in San Francisco. He brings a wealth of hands-on experience to the team, working closely with prospects in understanding their business needs, as well as functional and technical requirements around th… Read full bio

Jennifer Randle

Executive Vice President - 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

Ryan Randall

CFO, CCO and Partner, Section Partners

Ryan Randall, CFA has been involved in the broader financial services industry for over 25 years, including 10+ years in the investment management industry and brings financial and operating experience in venture-backed financial technology companies… Read full bio

Christopher Smith, CFA

Partner & CFO, SER Capital Partners

Christopher Smith (45). Mr. Smith joined SER Capital Partners in 2019 and serves as a partner. He has demonstrated track record in sustainably focused investment over almost two decades, he joined SER Capital Partners to investment in this underserve… 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

Ivor van Esch

CFO and CCO, Knox Lane

Ivor van Esch serves as Chief Financial and Compliance Officer at Knox Lane where he focuses on the firm’s finance, compliance, operations, portfolio monitoring, and ESG functions. Before joining Knox Lane, Mr. van Esch served as Head of Investment O… Read full bio

Nina Yoo

Chief Financial Officer, Fengate

Nina joined Fengate in 2009 and is the head of infrastructure asset management team, responsible for fund management and portfolio management of Fengate’s infrastructure investments. Nina also oversees the financial management of the infrastructure f… Read full bio

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For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@peimedia.com.

Venue and hotel

Intercontinental Hotel
999 California Street
San Francisco, CA 94108

All conference sessions will take place at the Intercontinental Hotel.

We have reserved a room block at the hotel for all attendees with a discounted rate. To reserve your room at the hotel please use the link below. The discounted rate is available until Monday, October 17.

Book a room