The Spring Roundup is part of CFO All Access

A CFO All Access membership is a new way to keep modern CFOs and their teams in the know with high-level content and networking right across the year.

The Spring Roundup is now part of the many essential updates we’ll give you throughout the year with your CFO All Access membership.

 

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CFOs & COOs Spring Roundup

An interactive analysis of hot topics in private equity

An interactive half-day event, Roundup attendees will weigh in on hot topics and advance the dialogue via a circuit of virtual roundtable discussions. Expand peer-to-peer engagement and dissect the critical elements of the issues impacting finance and operations executives. The roundtable discussions are designed for attendees to uncover optimal solutions and best practices for a range of developments and challenges in private equity.

Engage in six solution-driven discussions

The CFOs & COOs Spring Roundup delivers the content to you—wherever you are—in a convenient and accessible manner. From your own workspace, engage in dynamic discourse via collaborative roundtable sessions with fellow finance and operations executives. Join interactive discussions and create a roadmap for the course ahead through engaging dialogue with your peers.

Roundup attendees will rotate virtual tables to engage in a different hot topic every 30 minutes*

Approaching valuation in the year ahead

Operational efficiency—evaluating internal and external resources

Defining data management at your firm

Navigating fees and expenses in an evolving environment

Virtual human capital management—fostering a connected firm

 

 

Advancing ESG initiatives and priorities within the firm

Already a CFO All Access member?

*CFO All Access members must RSVP to attend the CFOs & COOs Spring Roundup on March 25. Please email Shamara Ray at shamara.r@peimedia.com to register your place.

Please note that seating is limited.

Your CFO All Access membership includes:

Please note annual agenda is subject to change

Spring 2021 agenda

Already a CFO All Access member?

CFO All Access members must RSVP to attend the CFOs & COOs Spring Roundup on March 25. Please email Shamara Ray at shamara.r@peimedia.com to register your place.

Please note that seating is limited.

Download the digital guide

Day 1
View agenda page

Agenda

Day 1 - Thursday 25th

Welcome remarks
10:00 - 10:15

PEI welcome

Discussion topics
10:15 - 14:15

Engage in six interactive discussions on hot topics in private equity

10:15 - 14:15

Roundtable 1 | Approaching valuation in the year ahead

Sylvia Cho, Béla Schwartz
  • What does valuation look like globally and how to approach it in the months ahead
  • Are companies better positioned as a result of the pandemic: impacts and lessons learned?
  • Making a call on what valuation teams should be doing differently
  • Assessing changes in transparency demands and requirements to implement enhanced initiatives
  • How have you been dealing with valuation with the auditors?
  • New administration impact on valuation

Facilitators:
Sylvia Cho, Principal, Transaction Services, Grant Thornton LLP
Béla Schwartz, CFO, The Riverside Company

A speaker photo for Sylvia  Cho

Sylvia Cho

Principal, Transaction Services, Grant Thornton LLP

Read bio
A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

Read bio
10:15 - 14:15

Roundtable 2 | Operational efficiency—evaluating internal and external resources

Colin MacLeod, Sanjay Sanghoee
  • Ascertaining the CFO role in improving operational efficiencies within the firm
  • Identifying where to locate efficiencies that won’t add a burden to the business
  • Maintaining team culture within the PE firm to enhance morale, engagement, productivity and efficiency
  • Best practices for efficiently managing firm planning, fundraising, investor relations, firm planning, analytics, compliance and HR
  • Challenges faced by CFOs and COOs in monitoring and controlling legal spend
  • How technology can enhance performance and reporting mechanisms with minimum disruption to existing practices
  • Balancing internal resources with outsourced functions

Facilitators:
Colin MacLeod, VP of Strategy and Operations, Apperio
Sanjay Sanghoee, COO, CFO and CCO, Delos Capital

A speaker photo for Colin MacLeod

Colin MacLeod

VP of Strategy and Operations, Apperio

Read bio
A speaker photo for Sanjay Sanghoee

Sanjay Sanghoee

COO and CCO, Delos Capital

Read bio
10:15 - 14:15

Roundtable 3 | Defining data management at your firm

Drake Paulson, Daren Schneider
  • How do you define data management at your firm?
  • What methods have you implemented for collecting and analyzing portfolio company data?
  • Should cybersecurity accountability/responsibility rest with the CFO?
  • Mitigating the risks associated with implementing and adopting new technology
  • Calculating performance and communicating it investors
  • Are your LPs making demands for real-time data?
  • Does fundraising change your data and data management requirements? Are you producing different types of analytics?

Facilitators:
Drake Paulson, Senior Director eVestment, Private Markets
Daren Schneider, CFO & CCO, JLL Partners, LLC

A speaker photo for Drake Paulson

Drake Paulson

Senior Director, eVestment Private Markets

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A speaker photo for Daren Schneider

Daren Schneider

CFO & CCO, JLL Partners, LLC

Read bio
10:15 - 14:15

Roundtable 4 | Navigating fees and expenses in an evolving environment

Anne Anquillare, CFA, Kimberly D. Futrell
  • Providing more transparency around fees and expenses management to LPs
  • Best and/or common practices for management fees, partnership agreement terms, and handling extensions
  • Aligning the front and back office on how to promote transparency in reporting fees and expenses
  • How to navigate moving your firm into a more transparent fees and expenses conversation
  • Compliance check: reexamining your firm’s process for allocating fees
  • SEC findings on inappropriately managing fees

Facilitators:
Anne Anquillare, CFA, Chief Executive Officer and President, PEF Services LLC
Kimberly D. Futrell, Chief Financial Officer and Chief Compliance Officer, Pharos Capital Group, LLC

A speaker photo for Anne Anquillare, CFA

Anne Anquillare, CFA

Chief Executive Officer and President, PEF Services LLC

Read bio
A speaker photo for Kimberly D. Futrell

Kimberly D. Futrell

Chief Financial Officer and Chief Compliance Officer, Pharos Capital Group, LLC

Read bio
10:15 - 14:15

Roundtable 5 | Virtual human capital management—fostering a connected firm

Paul Cunningham, Tom Pittman
  • GP incentives and capital structure: having direct access to carried interest compensation, co-investments or GP commitment
  • Connecting the finance, HR and operations teams in a virtual environment
  • Fostering transparency and mitigating the risks associated with incentive plan management
  • Succession planning: retaining existing management while preparing for new leadership
  • How do you attract new talent, and retain and motivate your existing human capital?

Facilitators:
Paul Cunningham, Chief Financial Officer, Helios Investment Partners
Tom Pittman, Managing Director, Chief Marketing Officer, EWM Global

A speaker photo for Paul Cunningham

Paul Cunningham

Chief Financial Officer, Helios Investment Partners

Read bio
A speaker photo for Tom Pittman

Tom Pittman

Managing Director, Chief Marketing Officer, EWM Global

Read bio
10:15 - 14:15

Roundtable 6 | Advancing ESG initiatives and priorities within the firm

Jeffrey Gilbert, James Jefski
  • Examining how ESG is evolving in private equity and taking shape in your firm
  • Establishing a formal approach to putting in place and documenting ESG policy
  • Conducting an analysis on the data and what you need to measure
  • Utilizing private vs. public data: where can firms go to source data?
  • Tagging assets and providing metrics to LPs
  • Analyzing ESG from an investor relations perspective
  • Compliance and ESG—what should be on your radar?

Facilitators:
Jeffrey Gilbert,
Chief Operating Officer and General Counsel, Carnelian Energy Capital
James Jefski
, Managing Director, State Street

A speaker photo for Jeffrey Gilbert

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Read bio
A speaker photo for James Jefski

James Jefski

Managing Director, State Street

Read bio

Connect, engage with, and show off your thought leadership

PEI’s CFO & COO events offer a unique opportunity for providers to engage and connect with senior professionals in the private equity sector through thought leadership, networking, and more.

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

Spring Roundup speakers include

Anne Anquillare, CFA

Chief Executive Officer and President, PEF Services LLC

Anne has been active in the private equity industry since 1993 and maintains her long-standing passion for bringing best in class investor reporting experience to the middle market private equity industry. Starting from when she was a general partner… Read full bio

Sylvia Cho

Principal, Transaction Services, Grant Thornton LLP

Sylvia is a Principal with the Transaction Services practice of Grant Thornton LLP’s Chicago office and the national Asset Management Valuation Leader. She has over fifteen years of valuation and business advisory experience. Sylvia specializes in pr… Read full bio

Paul Cunningham

Chief Financial Officer, Helios Investment Partners

Mr. Cunningham has overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities. An experienced private equity finance and admini… Read full bio

Kimberly D. Futrell

Chief Financial Officer and Chief Compliance Officer, Pharos Capital Group, LLC

Kimberly D. Futrell is Chief Financial Officer and Chief Compliance Officer of Pharos Capital Group. Ms. Futrell is responsible for managing and overseeing accounting, budgeting and forecasting, cash management, tax, audit, investor reporting and hum… Read full bio

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Jeffrey Gilbert is the Chief Operating Officer and General Counsel of Carnelian Energy Capital Management, L.P., where he oversees Carnelian’s administrative, compliance and legal functions. Mr. Gilbert focuses on fund and corporate matters and other… Read full bio

James Jefski

Managing Director, State Street

James works within State Street’s Private Markets Product and Solutions group. Previously he led State Street’s credit-focused Private Equity and BDC services unit from 2007-2014. These teams provide full accounting and administration services for cl… Read full bio

Colin MacLeod

VP of Strategy and Operations, Apperio

Colin MacLeod is the VP of Strategy and Operations at Apperio, the cloud-based legal spend analytics and matter tracking platform. He has deep expertise in transformation and risk management having previously headed Business Operations for Nested and… Read full bio

Drake Paulson

Senior Director, eVestment Private Markets

Drake Paulson is Senior Director at eVestment Private Markets, where he leverages his deep subject matter expertise across sales, account management, and strategic planning responsibilities. Drake joined eVestment in 2015 with the acquisition of TopQ… Read full bio

Tom Pittman

Managing Director, Chief Marketing Officer, EWM Global

Tom Pittman has worked with some of the world’s largest private capital firms, traditional asset managers, banks, and insurance companies helping them digitally transform their executive incentives, carried interest, and co-investment plans. During h… Read full bio

Sanjay Sanghoee

COO and CCO, Delos Capital

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

Daren Schneider

CFO & CCO, JLL Partners, LLC

Daren Schneider, Chief Financial Officer and Chief Compliance Officer, joined JLL Partners in 2018. Mr. Schneider, a seasoned finance professional with over 20 years of experience in private equity, plays a leading role in the firm's management, incl… Read full bio

Béla Schwartz

CFO, The Riverside Company

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