Connect with your PE & VC CFO and COO peers

Join your peers on September 14-15 at the premier event for the private equity and venture capital community.

The CFOs & COOs Forum West builds on a nineteen-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.

 

What can you expect at the CFOs & COOs Forum West?

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.

Build your network.

Create and nurture sustainable relationships with authoritative private equity finance and operations executives.

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 with leading CFOs, COOs, and senior finance executives

Featured speakers

View all speakers
View all speakers

Past Forum attendees include

1414 Ventures
500 Startups
5AM Ventures
Actis
Activant Capital Group LLC
Advent International Corp
Akira Impact
Alcion Ventures LP
American Family Ventures
American Triple I Partners, LLC
AMERRA
Ares Management
Audax Group
Avista Capital Partners
Banneker Partners
BBAM
BC Partners
BDT Capital Partners
Bessemer Investors
BharCap Partners
Bow River Capital
Bregal Sagemount
Canapi Ventures
Catalyst Investors
CIM Group LLC
Commonfund
Conservation Resource Partners, LLC
Cross Rapids Capital LP
Delta-v Capital
Dune Real Estate Partners LP
Dunes Point Capital
e2p Capital
Elion Partners, LLC
Endeavour Capital
Evolution Credit Partners Management
Fengate Asset Management
FFL Partners
Fiera Infrastructure
FinTech Collective
Flexpoint Ford
Franklin Templeton Private Equity
Freestyle Capital Management
Fundamental Advisors LP
GCM Grosvenor
Great Point Partners
Greenspring Associates
Greyhound Capital
HCI Equity Partners
High Road Capital Partners
IFC
In-Q-Tel, Inc.
International Finance Corporation
Investcorp
Investindustrial
Israel Secondary Fund
Jackson Square Ventures
JLL
JMI Equity
Kline Hill Partners
Kohlberg & Company
Leonard Green & Partners LP
Level Equity
Linden Capital Partners
Lindsay Goldberg
LongRange Capital LP
Lovell Minnick Partners
Macquarie Infrastructure and Real Assets (MIRA)
Madryn Asset Management LP
Maranon Capital, L.P.
MassMutual
Melody Investment Advisors
MetaProp
MGG Investment Group
MiddleGround Capital
Midocean Partners
Mizzen Capital
Monroe Capital
Napier Park Global Capital
Natural Capital Firm
New Leaf Venture Partners
New Mountain Capital
Newlight Partners LP
Newport Global Advisors LP
NewRoad Capital Partners
NextGen Growth Partners
NGP Energy Capital Management
Northpond
O2 Investment Partners
Oceansound Partners
Onex
Orbimed Advisors LLC
Origami Capital Partners
Orkila Capital LLC
OUP
Paladin Capital Group
Palladin Consumer Retail Partners LLC
Pamlico Capital
Peak Rock Capital
Pennybacker Capital
Perceptive Advisors
Pfingsten Partners
Pomona Capital
Portland Private Equity
QED Investors
RCP Advisors
Resource Capital Funds
Revelstoke Capital Partners
Ridgewood Infrastructure
Safanad
Safanad Limited
Sage Road Capital
SEI Investments
Serve Capital Partners III, LP
Siris Capital Group, LLC
Solum Partners
Sovereign Capital NYC
Square Mile Capital
Starr Investment Holdings
Steward Asset Management LLC
Stripes Group
SVB Capital
Systima Capital Management LLC
Tailwater Capital
The Catalyst Capital Group Inc
The Cynosure Group
The Engine
The Firmament Group
The Meridian Group
Thomas H. Lee Partners
Thor Equities
TowerBrook Capital Partners
TPG
Transom Capital Group
Trilantic Capital Management
Trive Capital
Two Sigma Private Investments
Vance Street Capital
Versant Ventures
Vertica Capital Partners
Viking Global Investors LP
VMG Partners
WestView Capital Partners
White Deer Management LLC
WI Harper Group
Willow Tree Credit Partners LP
Winona Capital Management, LLC

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.

2022 Agenda

 

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

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)

Download agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 14th

Registration
08:00 - 08:45

Registration – Continental breakfast

PEI Welcome
08:45 - 08:55

PEI Welcome & chair’s introduction

Chair’s welcome
08:55 - 09:00

Chair’s welcome

Keynote interview
09:00 - 09:40

Keynote interview

Plenary session
09:40 - 10:30

Leveraging the CFO/COO role to support the growth of the firm

Lynn Atkinson, Monica Johnson, Justin Vinci
  • Determining what needs to be done at the GP level to foster firm growth
  • How can the finance team support the business?
  • Assessing how CFOs and COOs are leveraging their time to complete internal tasks
  • Methods for getting the resources you need—money and staff
  • Assessing the evolution of the CFO role and how it overlaps with the COO
  • Providing teams with autonomy by developing a business unit approach to fund strategies
  • Best practices for leveraging outsourced providers and vendors
  • Having a seat at the table to assist with investment team conversations including DDQs, ESG, and performance
  • Examining the value of a forward-facing CFO to interact with LPs
  • Understanding LP tax sensitivities
  • Staying abreast of SEC developments and jurisdictional regulatory demands

Panelists:
Lynn Atkinson,
Chief Operating Officer, Mainsail Partners
Monica Johnson,
Operating Partner & CFO, NGP Capital
Justin Vinci, Chief Financial Officer, Fundamental Advisors, LP

A speaker photo for Lynn Atkinson

Lynn Atkinson

Chief Operating Officer, Mainsail Partners

Read bio
A speaker photo for Monica Johnson

Monica Johnson

Operating Partner & CFO, NGP Capital

Read bio
A speaker photo for Justin Vinci

Justin Vinci

Chief Financial Officer, Fundamental Advisors, LP

Read bio
Networking coffee break
10:30 - 11:00

Networking coffee break

Plenary sessions
11:00 - 11:50

Managing an increasingly intensive fundraise process

Tom Clarkson, Jay Farber, Aaron Simkovich
  • How has CFO involvement changed since your last fundraise?
  • How have investor demands changed?
  • Managing increased LP scenario analysis and data what-if models
  • How to respond to LP scrutiny of the gross to net IRR bridge
  • Approaches for meeting LP requests for more disclosure
  • Strategies for staying ahead of the trend of more data intensive fundraises
  • What is the CFO role in revenue producing activities?
  • Utilizing placement agents to help diversify the LP base in geographies around the globe
  • Evaluating additional resources required and how to prioritize them as you scale
  • Are firms still making use of the virtual environment?
  • How do you balance face-to-face and virtual meetings?
  • Analyzing the technology needed to manage more data
  • Assessing what the fundraising and ESG conversations entail in the US vs Europe

Panelists:
Tom Clarkson, Chief Operating Officer, Strattam Capital
Jay Farber, Head of Growth, Juniper Square
Matt Jones, Managing Director, K1 Investment Management
Aaron Simkovich, Managing Director and Chief Financial Officer, Maranon Capital, L.P.

A speaker photo for Tom Clarkson

Tom Clarkson

Chief Operating Officer, Strattam Capital

Read bio
A speaker photo for Jay Farber

Jay Farber

Head of Growth, Juniper Square

Read bio
A speaker photo for Aaron Simkovich

Aaron Simkovich

Managing Director and Chief Financial Officer, Maranon Capital, L.P.

Read bio
11:50 - 12:00

Data management and analysis to identify synergies, opportunities and risks

Tim Buchner, Ted Hill
  • Gauging the state of data management, ownership and control within your firm
  • Prioritizing governance and quality of data
  • How have firms been trying to solve today’s data problems and the outcomes?
  • Establishing a process to make data more usable without requiring considerable manual input
  • Key considerations to build out a platform
  • Tools for automating manual processes
  • Leveraging software to obtain good data in order to add curated elements
  • Making data comparisons over time—from old to new—to help the investment decision process
  • Achieving better capture and utilization of data across functions within he firm
  • Getting comfortable with the level of detail of your data
  • Using data to gain a strategic advantage

Moderator:
Tim Buchner, COO, Alpha for Private Markets, State Street

Panelists:
Ted Hill, General Partner and Chief Administrative Officer, B Capital Group

A speaker photo for Tim Buchner

Tim Buchner

COO, Alpha for Private Markets, State Street

Read bio
A speaker photo for Ted Hill

Ted Hill

General Partner and Chief Administrative Officer, B Capital Group

Read bio
Networking luncheon
12:00 - 14:00

Networking luncheon

Breakout series I
14:00 - 14:50

Track A (<$2B AUM) | Implementing next-level portfolio monitoring for the collection and tracking of performance metrics

Hank Boggio, Jamison Davis, CFA, Ivor van Esch
  • Managing portfolio company data and measuring performance
  • Reviewing portfolio monitoring systems for metrics and reporting
  • How do resources and databases factor into your monitoring process?
  • Utilizing portfolio monitoring to analyze data and investment decisions
  • What portfolio monitoring tools allow firms to connect ESG metrics?
  • Adapting to increasing LP interest in the performance of portfolio companies
  • Capturing data in real time to become the single source of truth
  • Portfolio monitoring tools and templates that capture critical information

Moderator:
Hank Boggio, Chief Commercial Officer, Cobalt, a FactSet Company

Panelists:
Jamison Davis, CFA, Chief Financial Officer, Bow River Capital
Ivor van Esch, Chief Financial and Chief Compliance Officer, Knox Lane

A speaker photo for Hank Boggio

Hank Boggio

Chief Commercial Officer, Cobalt, a FactSet Company

Read bio
A speaker photo for Jamison Davis, CFA

Jamison Davis, CFA

Chief Financial Officer, Bow River Capital

Read bio
A speaker photo for Ivor  van Esch

Ivor van Esch

Chief Financial and Chief Compliance Officer, Knox Lane

Read bio
14:00 - 14:50

Track B ($2B – 10B AUM) | Benchmarking valuation policy and implementation to align with the industry

Jeremy Barlow
  • Evaluating what’s influencing evolving valuation policies and how to maintain a consistent process
  • What is the proper structure of the valuation committee?
  • Who is on your firm’s valuation committee and does it incorporate the deal team?
  • What valuation methodologies are firms using in times of volatility?
  • Getting it right: regulatory and execution considerations in the valuation process
  • Adopting technology to help scale the valuation process
  • Assessing whether documents need to be changed from a compliance and audit perspective
  • SEC approach for firms who deviate from their valuation procedures
  • Ensuring policies and procedures are aligned with what the industry is doing
  • Is it necessary to have a formal process for backtesting?
  • How much do you outsource and when?

Moderator:
Jeremy Barlow, Head of Commercial, Diligent Equity, Diligent

A speaker photo for Jeremy Barlow

Jeremy Barlow

Head of Commercial, Diligent Equity, Diligent

Read bio
14:00 - 14:50

Track C (>$10B AUM) | Balancing the demand to hire new employees with the necessity to retain existing ones

Marc Miele
  • Strategies for retaining talent and intellectual capital within the firm
  • Conducting an analysis of compensation trends in the PE industry
  • Exploring what CFOs are using to incentivize retention other than compensation
  • Dissecting management incentive plans
  • Linking DEI and hiring initiatives to promote equal opportunities at the firm
  • Incentivizing talent to return to the office
  • In a post pandemic environment, are face-to-face encounters pivotal for developing talent?
  • Creating hybrid work arrangements with comprehensive resources, systems protocols and tools
  • Soft vs hard incentives for new and existing employees

Panelists:
Marc Miele, Head of Fund Operations and CCO, American Family Ventures

A speaker photo for Marc Miele

Marc Miele

Head of Fund Operations and CCO, American Family Ventures

Read bio
Breakout series II
14:55 - 15:45

Track A (<$2B AUM) | Examining how the shifting compliance landscape will impact firm operations

Kevin Power
  • Managing portfolio company data and measuring performance
  • Reviewing portfolio monitoring systems for metrics and reporting
  • How do resources and databases factor into your monitoring process?
  • Utilizing portfolio monitoring to analyze data and investment decisions
  • What portfolio monitoring tools allow firms to connect ESG metrics?
  • Adapting to increasing LP interest in the performance of portfolio companies
  • Capturing data in real time to become the single source of truth
  • Portfolio monitoring tools and templates that capture critical information
  • Effect of cybersecurity rules on PE firms and level of third-party engagement

Panelists:
Kevin Power, Head of Compliance – Americas, Pantheon

A speaker photo for Kevin Power

Kevin Power

Head of Compliance – Americas, Pantheon

Read bio
14:55 - 15:45

Track B ($2B – 10B AUM) | Mapping your firm’s technology needs to achieve a more efficient investment process

Richard Lee, CPA, Chase Paxton
  • Taking stock of the technology currently in use at the firm: commercial-off-the-shelf vs specialized
  • Evaluation of what systems are working and what’s not
  • How to handle solutions that are not synergized
  • Positioning the firm to implement technology-based platforms for every vertical of the business
  • Surveying budgeting and planning tools
  • Is building out a full cloud-based ecosystem an option?
  • Examining the best tools to leverage and synergize Excel
  • Securing top-down buy-in through incentives or drivers
  • Providing education and training for employees to take ownership of the technology adoption process
  • Lessons learned in systems implementation and for making tech platforms useful within firm

Panelists:
Richard Lee,
Chief Financial Officer, The Cynosure Group
Chase Paxton, Director of Finance & Valuations, NGP Energy Capital Management

A speaker photo for Richard Lee, CPA

Richard Lee, CPA

Chief Financial Officer, The Cynosure Group

Read bio
A speaker photo for Chase Paxton

Chase Paxton

Director of Finance & Valuations, NGP Energy Capital Management

Read bio
14:55 - 15:45

Track C (>$10B AUM) | Directing steps to make ESG a part of the firm’s DNA

  • Implementing ESG policies and procedures at the firm and portfolio company level
  • Putting a process in place to meet ESG regulatory requirements
  • How has your firm responded to investors looking to increase investments in ESG?
  • Transitioning to a portal for portfolio companies to engage with the firm
  • Emerging ESG technologies—what are firms considering for enhanced disclosure?
  • Following ILPA guidance on aggregating metrics: monitoring and tools
  • Strategies for collecting portfolio company data via comprehensive ESG questionnaires
  • Exploring opportunities to automate ESG data aggregation
  • Dealing with LP ESG sophistication, investment considerations and reporting

Moderator:
Kristen Kelly, Head of Product, Allvue

Networking coffee break
15:45 - 16:15

Networking coffee break

Plenary session
16:15 - 17:05

Reevaluating investor reporting strategy for optimal dissemination of LP information

John Herr
  • How the pandemic accelerated investor reporting technology strategy
  • Did your firm begin to use a portal and/or introduce more self-service content?
  • Reviewing operational due diligence policy with LPs
  • Are there ESG focus areas in your historical track record?
  • Where does the firm stand on the use of templates: pros, cons, opportunities and challenges?
  • Expectations and future outlook on how regulation will drive investor reporting requirements
  • Using portals to disseminate information to LPs
  • What LPs want to know about the make up of firms, hiring and talent acquisition strategy
  • How are firms using DEI information? Is it a factor for primary investment decisions?
  • Shifting toward more sophisticated portfolio reporting: have firms changed technology over the last several years?
  • Technology innovations providing more information to investment managers and LPs

Panelists:
Eric Freedman, Partner, Chief Financial Officer, Veleta Capital
John Herr, Chief Financial Officer, Francisco Partners
Alexia Kalfas, Chief Financial Officer, TMV

A speaker photo for John Herr

John Herr

Chief Financial Officer, Francisco Partners

Read bio
Cocktail reception
17:05 - 18:00

Cocktail reception and end of day one

Agenda

Day 2 - Thursday 15th

Think tank
07:45 - 08:15

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.

Continental breakfast
08:15 - 08:50

Continental breakfast

Chair’s opening remarks
08:50 - 08:55

Chair’s opening remarks

Plenary session
08:55 - 09:45

Taking a closer look at resourcing firm operations

Isaiah Massey, Sarah Rogers
  • Analyzing resources: determining what the firm should insource and outsource
  • How outsourcing has changed pre and post COVID
  • Setting up an operating model and operations roadmap for fund accounting, administration and reporting
  • Essential elements for working with third-party admins and platforms
  • Identifying software to manage a fundraise in the new norm
  • Integrating software and tracking deal flow
  • LP communications: what information are you sharing along the way and is it curated?
  • What’s needed for effective data and ESG strategy collection from portfolio companies?
  • Examining the value firms are placing on standardizing various technologies
  • Choosing and managing service providers in a post COVID world
  • Treating outsourced staff as part of your team
  • Driving firm efficiency by focusing on volume: funds, investors, tax returns, audits, etc.
  • Figuring out how to put data in a single-entry point portfolio monitoring tool to save time and reduce error
  • Tracing the root cause of operational errors

Panelists:
Greg Lyon,
Operating Partner and CFO, Eclipse Ventures
Isaiah Massey, Managing Director – Chief Financial Officer, CAZ Investments LP
Sarah Rogers, Partner – COO & CCO, Glynn Capital

A speaker photo for Isaiah Massey

Isaiah Massey

Managing Director – Chief Financial Officer, CAZ Investments LP

Read bio
A speaker photo for Sarah Rogers

Sarah Rogers

Partner – COO & CCO, Glynn Capital

Read bio
Think tanks I
09:50 - 10:40

Track A (<$5BAUM) | What’s keeping CFOs and COOs up at night?

Patty Nykodym
  • What are the top issues causing concern for today’s finance and operations executives?
  • International conflicts impact on private equity
  • Cybersecurity, compliance, and changing SEC regulation
  • What areas of concern could potentially bring any firm to its knees?
  • Putting good controls in place at the firm
  • Bolstering the relationship between finance and fundraising and IR

Facilitator:
Patty Nykodym,
Chief Financial Officer & Chief Compliance Officer, FFL Partners

A speaker photo for Patty Nykodym

Patty Nykodym

Chief Financial Officer & Chief Compliance Officer, FFL Partners

Read bio
09:50 - 10:40

Track B(>$6BAUM) | What’s keeping CFOs and COOs up at night?

Dorothy Walter
  • What are the top issues causing concern for today’s finance and operations executives?
  • International conflicts impact on private equity
  • Cybersecurity, compliance, and changing SEC regulation
  • What areas of concern could potentially bring any firm to its knees?
  • Putting good controls in place at the firm
  • Bolstering the relationship between finance and fundraising and IR

Facilitator:
Dorothy Walter,
Chief Financial Officer, Alpine Investors

A speaker photo for Dorothy Walter

Dorothy Walter

Chief Financial Officer, Alpine Investors

Read bio
Networking coffee break
10:40 - 11:10

Networking coffee break

Plenary sessions
11:10 - 12:00

Waterfall calculations and carried interest allocations

David Ludwig, Randy Randleman, Lance Taylor
  • Has PE industry sentiment on carried interest changed?
  • Eligible for carry: how carry is allocated, attributed and used to incentivize
  • What is considered market for carry allocations?
  • Evaluating waterfall calculation and carried interest tools to help with predictive work
  • How do you make sure individuals are incentivized if it’s European carry?
  • Tax legislation and carry—what is on the horizon?
  • Methods for tethering carry to performance
  • Tying carry to impact: why some GPs are including it in their documents
  • How do the firm founders spread carry more evenly?
  • Methods for continuing to reward and spread parity across senior leadership who’ve been with the firm since day one
  • Communicating carry in a more effective manner to participants
  • Succession planning: managing departing partners and incentivizing new leadership with the tools you have
  • Exploring opportunities for the middle office and executive corporate leadership to participate in the carry
  • Is the adoption of phantom carry becoming prevalent at firms?

Moderator:
David Ludwig, Regional Director – Americas, EWM Global

Panelists:
Randy Randleman, Managing Director and Chief Operating Officer, Sumeru Equity Partners
Lance Taylor, Partner and Chief Financial Officer, HGGC

A speaker photo for David Ludwig

David Ludwig

Regional Director – Americas, EWM Global

Read bio
A speaker photo for Randy Randleman

Randy Randleman

Managing Director and Chief Operating Officer, Sumeru Equity Partners

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A speaker photo for Lance  Taylor

Lance Taylor

Partner and Chief Financial Officer, HGGC

Read bio
12:00 - 12:50

How are firms adapting and improving programs to address ongoing cyber threats?

  • Where does cyber risk rank in the top challenges firms are facing today?
  • Analyzing cybersecurity policies and risk mitigation
  • Putting cyber measures in place to prepare for increasing risks at the firm and portfolio companies
  • Working with cybersecurity and IT process and control to ensure consistency across the portfolio
  • Beyond the data: protecting infrastructure and preventing disruption
  • Revisiting cybersecurity and email standards LP investor portal logins, PDF attachments, password-protected PDFs, email encryption, etc.
  • Importance of performing third-party due diligence when relinquishing control for outsourced cybersecurity

Panelists:
Annie Chau, Chief Operating & Compliance Officer, Angeles Equity

Keynote interview
12:50 - 13:30

Keynote interview

Luncheon and end of conference
13:30 - 14:00

Luncheon and end of conference

2022 Speakers

For speaking opportunities, contact Nikki Gale at nikki.g@peimedia.com or call +1 646 970 3813.

Lynn Atkinson

Chief Operating Officer, Mainsail Partners

Lynn works with Mainsail’s partners to manage the firm, including strategy, culture and team development, business and resource planning and the optimization of internal systems and processes, with the goal of maximizing the value the firm provides t… Read full bio

Jeremy Barlow

Head of Commercial, Diligent Equity, Diligent

Jeremy leads the commercial team for Diligent Equity, which simplifies equity and portfolio management for venture capital, private equity, start-ups, and service providers. Diligent is the largest governance, risk and compliance (GRC) SaaS provider,… Read full bio

Hank Boggio

Chief Commercial Officer, Cobalt, a FactSet Company

Hank is responsible for leading Cobalt, a FactSet Company’s commercial activities along with managing the firm’s sales, marketing and business development initiatives. He has more than 30 years of experience driving rapid growth and profitability for… Read full bio

Tim Buchner

COO, Alpha for Private Markets, State Street

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

Tom Clarkson

Chief Operating Officer, Strattam Capital

Tom Clarkson joined Strattam in 2021 as Chief Operating Officer. In this role, Tom leads the firm's capital formation efforts and overseas all internal operations for the firm. Previously, Tom held investor relations and business development roles wi… 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

Jay Farber

Head of Growth, Juniper Square

Jay Farber is Head of Growth at Juniper Square, a venture-backed technology company providing fund management software and administration services to more than 1,700 GPs with over $2.0T in assets under management. Jay is also a Venture Partner at F-P… Read full bio

John Herr

Chief Financial Officer, Francisco Partners

John Herr is the Chief Financial Officer of Francisco Partners, responsible for all finance, accounting and tax matters for the firm and its private equity funds. Prior to joining Francisco Partners in 2009, John was the Controller and Chief Complian… Read full bio

Ted Hill

General Partner and Chief Administrative Officer, B Capital Group

Ted Hill is a General Partner at B Capital with the joint role of Chief Administrative Officer and Chief Operating Officer of the Americas. He is responsible for leading the talented teams in Finance, Legal, Technology, and the Executive Program Mana… Read full bio

Monica Johnson

Operating Partner & CFO, NGP Capital

Monica is the Chief Financial Officer of NGP Capital and brings over 25 years of financial experience to the role. Most recently, Monica spent two years providing CFO services to a range of ecommerce, SaaS and Digital Health startups. Prior to that,… Read full bio

Richard Lee, CPA

Chief Financial Officer, The Cynosure Group

Richard Lee joined The Cynosure Group in 2016 and is the firm’s Chief Financial Officer. Richard has been instrumental in developing Cynosure’s operations and reporting as the firm has grown from approximately $250 million of Asset Under Management w… Read full bio

David Ludwig

Regional Director – Americas, EWM Global

Dave Ludwig is a Regional Director for EWM Global based in McKinney, TX. He specializes in incentive compensation services for banks, asset managers and private capital firms in the central and western US. Dave brings a wealth of experience in privat… 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

Marc Miele

Head of Fund Operations and CCO, American Family Ventures

Marc leads AmFam Ventures non-investment activities including finance, operations, technology, investor relations and compliance. In addition, Marc leads all the firm HR activities including performance management, compensation design and recruitment… Read full bio

Patty Nykodym

Chief Financial Officer & Chief Compliance Officer, FFL Partners

Patty Nykodym joined FFL as Chief Financial Officer in 2008 and was also appointed Chief Compliance Officer in 2011. Patty manages all aspects of FFL’s accounting, tax, financial management, and oversees reporting legal and regulatory compliance func… 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 has a leading role in several areas of the firm’s operations including investor, financial, and management company reporting, portfolio inve… Read full bio

Kevin Power

Head of Compliance – Americas, Pantheon

Kevin is the Head of Compliance (Americas) for Pantheon, including serving as Chief Compliance Officer for Pantheon Ventures (US) LP, Pantheon Ventures, Inc., and Pantheon Securities, LLC. He is also a member of Pantheon’s Operational Risk Committee.… Read full bio

Randy Randleman

Managing Director and Chief Operating Officer, Sumeru Equity Partners

Randy Randleman is a co-founder, general partner and managing director / Chief Operating Officer of Sumeru Equity Partners. He sits on the firm’s Investment Committee and leads the Portfolio Operations team that drives value creation activity in the… Read full bio

Sarah Rogers

Partner – COO & CCO, Glynn Capital

Bio coming soon...

Aaron Simkovich

Managing Director and Chief Financial Officer, Maranon Capital, L.P.

Aaron Simkovich is a Managing Director and the Chief Financial Officer of Maranon Capital L.P. and leads the accounting function and is responsible for managing external audits, loan operations, financial analysis and reporting. Prior to joining Mara… Read full bio

Lance Taylor

Partner and Chief Financial Officer, HGGC

Lance leads the Firm’s finance and accounting operations, provides leadership over the Firm’s human capital efforts and is involved in the day-to-day management of the Firm’s operations. Lance is a member of HGGC’s Management Committee and Valuation… Read full bio

Ivor van Esch

Chief Financial and Chief Compliance Officer, 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

Justin Vinci

Chief Financial Officer, Fundamental Advisors, LP

Justin Vinci is the Chief Operating Officer at Fundamental and a member of the Senior Management Team. Mr. Vinci oversees Fundamental’s Financial Control Group with responsibility for the firm’s financial management, accounting, financial and tax rep… Read full bio

Dorothy Walter

Chief Financial Officer, Alpine Investors

Dorothy is Chief Financial Officer at Alpine Investors, an $8bn AUM middle market private equity firm headquartered in San Francisco. Dorothy runs fund and management company accounting, capital markets, legal, compliance, ESG, fundraising project ma… Read full bio

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.

For exclusive sponsorship packages for 2022, contact Cristiana Crocco at cristiana.c@peimedia.com call +1 646 921 0923.

Pre-Event Resources

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2022 Agenda

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2022 Brochure

The Marker Hotel
501 Geary Street
San Francisco, CA 94102

All conference sessions will take place at the Marker Hotel

We also 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.

*Please note the group rate is only available on or before August 23rd.

Book a room