CFO
Network
Data and Technology Forum
8 - 9 October 2024,
Marriott San Jose, CA
Driving success through data and technology
The Private Funds CFO Network will gather the industry’s top finance and operations leaders at the Data and Technology Forum on October 8-9, 2024 in San Jose, California.
Build lasting relationships and discuss opportunities that will help take your firm to the next level. Benchmark with peers on key topics, such as:
- Maintaining LP relationships
- Assembling a robust technology infrastructure
- Building top tier finance teams
- Managing through growth & scaling firm operations
- And more …
With the SEC cracking down on private funds advisors and a macro environment consistently throwing curveballs at the best laid plans, there has never been a better time to join the Private Funds CFO Network at the Data and Technology Forum.
Bring your team of senior executives and save | CPE credits available
I am a CFO, COO, and/or CCO of a private fund manager
As part of the Private Funds CFO Network, the Forum is built for you to connect in-person with an elite crowd of peers. Earn CPE credits while learning how to improve finance and operations efficiency at your firm.
I am a service provider to private funds managers
The Forum provides a select number of vetted vendors the opportunity for thought-leadership, branding, and access to an audience exclusively made up of the most influential finance and operations executives.
2023 keynote speakers
Kesha Cash
General Partner
Impact America Fund
Keynote speaker Kesha Cash, discussed Impact America Fund’s investment strategy, historic fundraise, and vision for growth. She also discussed market trends, economic and political factors, and operating environment for private markets in the next 12 months.
Fred Ebrahemi
Chief Operating Officer, Partner, and General Counsel
Clearlake Capital Group
Day 2 keynote speaker, Fred Ebrahemi discussed his experiences as Clearlake grew from $1B vs. $70B AUM. He shared tips for managing through growth, where they struggled as they grew, what he wished he’d know while they were scaling, and what successes he was most proud of.
2023 Featured speakers
2023 agenda highlights
Agendas for the Private Funds CFO Network forums are built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provide relevant information to impact processes and practices within firms, such as:
- Maintaining LP relationships: how to fundraise when you’re not fundraising
- Assembling a robust technology infrastructure
- The dynamic challenges of fund finance amidst bank turmoil and a high interest rate environment
- Building top tier finance teams: aligning skillsets and compensation in today’s labor market
- Managing through growth & scaling firm operations
2023 attendees included:
What our attendees love about our Forum
Kristine O'Connor
Franklin Park
The Forum is consistently the best conference for finance professionals in the private equity industry! Meaningful content, knowledgeable speakers and ample net…
Joseph Riley
Psilos Group
This is the premier event for CFOs and COOs in private equity. I love the ability to see/hear peers and industry leaders in one event
Jesse M Burwell
RLJ Equity Partners LLC
The event is great for networking and discussing and discovering best practices for PE CFOs.
2024 agenda
Download the 2023 agenda to get a glimpse of what the Forum will look like. If you are interested in a speaking role for 2024, please contact Nikki Gale at Nikki.g@pei.group.
Pre-Event Resources
2023 Speakers
Contact Nikki Gale at Nikki.g@pei.group for speaking opportunities in 2024.
Michele Reing
Chief Financial Officer, Chief Operating Officer & Chief Compliance Officer, LongRange Capital
Paul Schoper
Managing Director, Head of Fund Finance Group, Wells Fargo Corporate & Investment Banking
Connect with CFOs, COOs and their teams
The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more …
For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.
Where CFOs, COOs and CCOs connect, learn and grow
Drive success through the Network
The Private Funds CFO Network provides senior finance, operations, and compliance professionals in private markets an exclusive hub to connect, learn, and grow year-round.
By joining the Network, you’ll gain access to a community of peers actively seeking solutions to shared challenges, along with our year-round series of networking events, regular peer meetups, and monthly meetings led by industry experts, providing opportunities to earn CPE credits.
Got questions? Our membership team is here to help!
Monthly meetings
From risk management to AI and automation, members can catch up on timely topics every month with peers.
Member Circles
Connect with like-minded peers in your field, such as Women, Emerging Managers, Venture Capital and more.
Executive Coaching
The Network offers five free hours of virtual executive coaching with our vetted coaches.
Think Tanks
Extend the in-depth discussion of monthly meetings, or ad-hoc topics need to be discussed.
In-person meetups
Local members gather regularly to catch up and connect.
Earn CPE credits
The Network offers 20+ CPE credits throughout the year.
Current members include:
Marriott Union Square
480 Sutter St.
San Francisco, CA, 94108
All conference sessions will take place at the Marriott Union Square. We are offering hotel rooms with a discount.