In 2020, the world shifted on its axis. The pandemic changed how we think, live and work. The effects have been wide-ranging, impacting the way business is conducted across industries, including private equity. Through all the challenges, we continue to evolve and innovate in ways to move the industry forward in a socially distanced manner…

The CFOs & COOs Virtual Roundup brings finance and operations executives together in a virtual setting to advance the dialogue on vital issues affecting PE. As new issues arise, the need for up-to-date insight and best practices from thought leadership and peers becomes increasingly essential. Join private equity CFOs and COOs on November 5 for a one-day virtual roundup.

Critical and timely content for you

The Virtual Roundup responds to an ever-evolving climate with an interactive virtual meeting of CFOs, COOs and Senior Finance Executives looking to benchmark processes and strategies that are shifting due to these unprecedented times.

The Roundup will provide vital peer insight and feedback on issues impacting firms and portfolio companies and will facilitate the development of solutions for driving the business forward during a crisis in a strategic and operationally focused manner.

The Virtual Roundup will shed light on how CFOs and COOs are addressing subscription lines and alternative sources of capital, virtual fundraising, challenges with valuations, private equity regulation, diversity and inclusion within the firm and much more.

As traditional conferences and networking meetings adapt to the current state of affairs, connect with peers in an informative forum providing timely and relevant content for CFOs, COOs and the firm, including a first look into the next four years: the election’s impact on private equity.

Virtually speaking...

PEI introduces the definitive check-in for finance and operations executives in a virtual format. The CFOs & COOs series is going virtual with a Roundup!

 

The CFOs & COOs Virtual 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 roundup and think tank sessions with fellow finance and operations executives, experience insightful panel discussions and receive a roadmap for the course ahead from an authoritative keynote interview.

Hear from private equity leaders on how to navigate pandemic-related issues impacting portfolio companies and PE firms.

Join the first post-election discussions on what the 2020 presidential election results mean for the future of private equity.

Engage in a virtual experience designed to provide CFOs & COOs with a unique forum to receive best practices and solution-driven methods to tackle new and emerging challenges.

As social distancing and restrictions on large group gatherings persist, network with peers in interactive roundup sessions and invite-only think tank discussions from the comfort of your workspace.


The ease of accessibility and navigation of the Roundup’s virtual platform will allow the private equity community to advance the dialogue on the recent disruptions to the economy and PE industry and its impact on the roles and responsibilities of CFOs and COOs.

What is the CFOs & COOs Virtual Roundup and why do you need to attend?

Although in-person gatherings are currently on hold, that does not negate the need to meet with peers on the latest issues affecting private equity CFOs and COOs. The Virtual Roundup brings finance and operations professionals together for an informative one-day virtual meeting.

Co-led by industry experts, the Roundup sessions are collaborative, strategic and solution driven for attendees to discuss the most pressing challenges that are having an impact on their role and responsibilities.

Think Tanks are facilitator led, interactive group discussions for CFOs and COOs to ask questions and converse on a range of hot topics. The invite-only, closed-door sessions for GPs promote open dialogue on best practices for managing the firm.

Breakout sessions are designed for attendees to craft a personalized event agenda. Breakout sessions boast informed panelists delving into critical discussions relevant to today’s finance and operations executives.

Exclusive keynote interviews are a hallmark of the CFOs & COOs events. Industry leaders clear their schedules for in-depth and engaging conversations that assess and raise awareness of industry trends, challenges and solutions.

Virtual access to CFO & COO insight from your own workspace

Discover new strategies to move the firm forward

Discover how your peers are responding to the impact of the pandemic and explore new strategies for managing the evolving CFO & COO roles.

Access interactive content including an engaging keynote interview, collaborative roundup sessions, panel discussions, invite-only think tanks and more.

With the online platform you can:

  • Create your own daily agenda so you don’t miss a meeting or a key session
  • Take part in the sessions through speaker Q&A and live polling

Catch up with colleagues and make new connections

Connect with your peers through video meetings, roundup discussions and private messaging.

The Roundup’s virtual experience provides you with access to the private equity community.

Through the platform you can:

  • Filter and search the delegate list to find the people you want to meet
  • Arrange video meetings with other attendees for a private meeting
  • Take part in Roundup discussions with other attendees with similar interests to get answers to your most pressing questions and share ideas on key topics

Explore the sponsor exhibition

Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns.

Through the platform you can:

  • Visit the virtual exhibition booth to discover the range of solutions available to improve finance and operations at your firm
  • Interact with the exhibitors and request more information with the click of a button or arrange a meeting to discuss the products and services in more detail

Additional questions you might be asking

1.

What time zone is the event held in?

All times show on the event website are Eastern Standard time GMT+5.
2.

What if I have a question or any problems during the event?

    • Members of our team will be available for the duration of the event to answer any of your questions and help in any way we can.
    • To get in touch with us:

    • Go to the menu bar within the platform, select ‘People’, filter by ‘PEI Media’ and select a member of staff on the Event Operations Team. Then send a message by clicking their profile and they will respond as soon as possible.
    • If you are having problems accessing the platform, email regny@peimedia.com
3.

What equipment do I need?

All you need is your computer and an internet connection to experience the CFOs & COOs Virtual Roundup. We recommend that you access the event from a desktop or laptop computer using Google Chrome, Firefox or Safari browsers. We also recommend you enable your webcam while at the Forum. You will not be visible during the main sessions, but this will make interacting with other delegates easier when you take part in roundtable discussions, networking sessions and one-to-one video meetings.
4.

How do I access the platform?

The platform will launch 4 weeks prior to the event. As a registered attendee, you will be sent a unique link to access the platform. That link is unique to you and cannot be shared with anyone else.
5.

How will I know how to use the platform?

We have a dedicated “Virtual experience” page to help you navigate the platform. The advantage of having access a few weeks before is that we can help you iron out any issues you might be having with plenty of time before the event.
6.

I have watched enough webinars over the past 6 months, why would I want to watch more?

We hear you – which is why we have structured the platform to ensure you are part of the conversation. You will be able to:
  • Ask questions of panel speakers during the session
  • Spend time face-to-face via video conference with speakers to ask questions after the session
  • Join roundtables to discuss the topics that matter to you with like-minded peers
  • Focused networking breaks where you can discuss the strategies and opportunities you are
    interested in
  • Pop in to sponsor booths to connect via video and discuss their offerings or a presentation that they have given
7.

What if I forget that a session I want to attend is on?

You can build your own personal agenda within the platform and opt-in to receive notifications when sessions are about to begin.

8.

Is “virtual networking” just a buzzword for direct messaging or email?

Absolutely not! The virtual platform will feature direct messaging functionality, but it also has inbuilt video conferencing that allows you to invite other people into a single meeting. Just select your potential business partner/s from the attendee list and invite them to chat.
9.

What about the timezone difference? How do I set meetings on my timezone?

The platform shows available meeting times as per your computers timezone. For example, if you are based in New York, a meeting you set for 12 pm from your account will show to a recipient in California as 9am, reducing the human error impact of incorrectly guessing timezones. It is worth noting that event timings will be running on Eastern Daylight Time (EDT) which is GMT+5. The platform will note the timezone abbreviation next to most timings to avoid confusion.

Day 1
View agenda page

Agenda

Day 1 - Thursday 5th

Plenary sessions
10:00 - 10:05

Chair’s welcome

Chairman:
Joshua Cherry-Seto, Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners

10:05 - 10:40

Positioning diversity and inclusion at the forefront of your firm strategy

Isobel Markham, April Evans, Sanjay Sanghoee

• Asking the tough questions—do you have a diverse and inclusive firm?
• Conducting a thorough analysis of areas of opportunity within your firm
• How is your firm making headway on new initiatives with diversity and inclusion?
• Determining how the business community can collaborate to identify deficiencies and rectify D&I issues

Moderator:
Isobel Markham, Senior Editor, Private Equity Group, Americas, PEI Media

Panelists:
April Evans, Partner, CFO and CCO, Monitor Clipper Partners
Sanjay Sanghoee, COO, CFO and CCO, Delos Capital
Yokasta Segura-Baez, Managing Director, Capital Dynamics

 

A speaker photo for Isobel  Markham

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

Read bio
A speaker photo for April Evans

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

Read bio
A speaker photo for Sanjay Sanghoee

Sanjay Sanghoee

COO, CFO and CCO, Delos Capital

Read bio
10:45 - 11:30

The next four years: a first look into the election’s impact on private equity

Jason Mulvihill, Michael Elio, Kevin Slaton

• What direction will private equity regulation take in the coming term?
• Assessing whether there are any changes in store for carried interest
• Will the election results heighten or diminish the uncertainty in PE?
• Analyzing what’s necessary to get the economy in good shape

Moderator:
Jason Mulvihill, Chief Operating Officer & General Counsel, American Investment Council

Panelists:
Michael Elio, Partner, Stepstone Group
Kevin Slaton, Chief Financial Officer and Chief Compliance Officer, Insight Equity

 

A speaker photo for Jason Mulvihill

Jason Mulvihill

Chief Operating Officer & General Counsel, American Investment Council

Read bio
A speaker photo for Michael Elio

Michael Elio

Partner, StepStone Group

Read bio
A speaker photo for Kevin	 Slaton

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Read bio
11:30 - 11:45

Morning coffee break

Roundup sessions
11:45 - 12:45

Roundup A | Effect of the pandemic on subscription lines and alternative sources of capital

Jeremiah Loeffler

• Examining how the pandemic has changed the terms
• Moving away from uncommitted lines to committed lines only
• Utilizing alternative sources of capital due to the near-term scarcity of capital
• Evaluating the cost of capital and competition over bank assets
• Responding to the uptick in LPA amendments requesting additional access to capital
• Capital struggles: portfolio companies requesting greater recycling provisions for LPs

Facilitator:
Jeremiah Loeffler, COO – Credit, Crestline Investors, Inc.

A speaker photo for Jeremiah Loeffler

Jeremiah Loeffler

COO – Credit, Crestline Investors, Inc.

Read bio
11:45 - 12:45

Roundup B | Dissecting the virtual fundraising process

Thomas Mayrhofer, Stephanie Paine

• Adapting to the acceleration of virtual fundraising opportunities
• Launching a virtual fundraise: what you need to know
• Evaluating how to do it and make it interactive
• Determining the right platform
• How are firms doing virtual roadshows?
• What are the technology platforms? Is live or streaming the best approach?
• Key considerations: one-on-one meetings vs. mid-sized or large groups?
• How receptive are investors to virtual fundraising?
• Best practices for virtual fundraising and roadshows

Facilitators:
Thomas Mayrhofer, CFO and COO, EJF Capital, LLC
Stephanie Paine, Chief Financial Officer, Pritzker Private Capital

A speaker photo for Thomas Mayrhofer

Thomas Mayrhofer

CFO and COO EJF Capital, LLC

Read bio
A speaker photo for Stephanie Paine

Stephanie Paine

Chief Financial Officer, Pritzker Private Capital

Read bio
11:45 - 12:45

Roundup C | Private equity regulation: update and projections

James Gaven

• What has been the SEC’s focus in the midst of the pandemic?
• Examining how reporting is changing as a result of COVID
• Differentiating what the SEC is looking at differently post COVID and what it means for your firm
• SEC views on how your valuations and fundraising were done during the COVID period
• New regulatory changes and the corresponding reporting requirements

Facilitator:
James V. Gaven, Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

A speaker photo for James Gaven

James Gaven

Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

Read bio
11:45 - 12:45

Roundup D | Impact of private equity taking advantage of government assistance

Pamela Hendrickson

• What financing or assistance did PE access: government programs, PPP loans, etc.?
• If PE is keeping the loans, are they taking forgiveness?
• How does assistance impact the whole portfolio, LPs and reputational risks?
• How have firms communicated to their investors
• Retention tax credits
• Are Main Street programs applicable to private equity?

Facilitator:
Pamela Hendrickson, COO & Vice Chairman, Strategic Initiatives, The Riverside Company

A speaker photo for Pamela Hendrickson

Pamela Hendrickson

COO & Vice Chairman, Strategic Initiatives, The Riverside Company

Read bio
Virtual networking lunch
12:45 - 13:30

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

12:50 - 13:20

Optional lunch & chat A | Establishing a return to work profile for your firm and portfolio companies

Abrielle Rosenthal

• Return to work considerations and employee sentiments your firm should be focusing on
• Unraveling the risks of resuming operations within the office
• Assisting portfolio companies with their return to work criteria and process
• Update on vaccine progress and how it impacts return to work decision-making
• Inventive methods employed by private equity to redefine how and where employees work
• Peer perspectives for maintaining firm culture in a remote environment

Facilitator:
Abrielle Rosenthal, Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

Read bio
12:50 - 13:20

Optional lunch & chat B | Onboarding systems: adopting a transparent and seamless process

Kate de Mul

• Allocating resources to identify and implement optimal onboarding systems
• Gauging how data flows through systems and the insights you get once it’s clean
• Combining onboarding data, PPM, distributions, communications and client insight to share with the deal team
• Managing the increased volume of onboarding and rise of retail investors in your funds
• Methods for onboarding new employees remotely

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

A speaker photo for Kate de Mul

Kate de Mul

Director, Client Services, KKR

Read bio
Breakout series I
13:30 - 14:15

Track A | How will firms approach valuations in the year ahead?

Joshua Weiner, Andrew W. Petri, Béla Schwartz, John Yantsulis

• Considering different ways to look at valuations: calculations, forward looking, adjustments for COVID, etc.
• Approaches for companies that experienced a short-term impact but not a long-term one
• How are firms handling companies that won’t get back to pre-COVID levels right away?
• Potential challenges with valuations if the economy fails to bounce back in 2021
• EBITDAC: examining the COVID aspects to EBITDA and methods for doing valuations
• How to come up with the right valuations for portfolios given recent unknowns impacting the industry

Moderator
Joshua Weiner, Director, GP Fund Solutions

Panelists:
Andrew Petri, Chief Financial Officer, Pfingsten Partners, L.L.C.
Béla Schwartz, Chief Financial Officer, The Riverside Company
John Yantsulis, CFO & Partner, Searchlight Capital Partners

A speaker photo for Joshua Weiner

Joshua Weiner

Director, GP Fund Solutions

Read bio
A speaker photo for Andrew W. Petri

Andrew W. Petri

Chief Financial Officer, Pfingsten Partners, L.L.C.

Read bio
A speaker photo for Béla  Schwartz

Béla Schwartz

Chief Financial Officer, The Riverside Company

Read bio
A speaker photo for John Yantsulis

John Yantsulis

CFO & Partner, Searchlight Capital Partners

Read bio
13:30 - 14:15

Track B | Technology in the age of COVID: long-term planning for future situations and needs

Yuriy Shterk, Sandra Kim-Suk, John W. Polis, Louis Sciarretta, Tina St. Pierre

• Tech tools, platforms and perspectives firms have been adopting in response to COVID
• Assessing the infrastructure your firm already has in place
• Using your existing technology to its fullest and ensuring teams are implementing all the functionality of the software
• LP communications: emerging approaches and new templates
• Advancements on the radar: employee tracing to ensure staff safety, privacy and mitigate liability

Moderator
Yuriy Shterk, Chief Product Officer, Allvue

Panelists:
Sandra Kim-Suk, Chief Financial Officer, Norwest Equity Partners | Norwest Mezzanine Partners
John W. Polis, Chief Operating & Technology Officer, Star Mountain Capital
Louis Sciarretta, Chief Operating Officer, Kline Hill Partners
Tina St. Pierre, CPA, Partner and Chief Administrative Officer, Landmark Partners

A speaker photo for Yuriy Shterk

Yuriy Shterk

Chief Product Officer, Allvue

Read bio
A speaker photo for Sandra Kim-Suk

Sandra Kim-Suk

Chief Financial Officer, Norwest Equity Partners | Norwest Mezzanine Partners

Read bio
A speaker photo for John W.  Polis

John W. Polis

Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

Read bio
A speaker photo for Louis Sciarretta

Louis Sciarretta

Chief Operating Officer, Kline Hill Partners

Read bio
A speaker photo for Tina St. Pierre

Tina St. Pierre

CPA, Partner and Chief Administrative Officer, Landmark Partners

Read bio
Breakout series II
14:20 - 15:05

Track A | Passing the test—crisis management and risk management across firms and portfolios

Melissa Gliatta, Isaiah Massey, Todd Schneider

• Handling crisis and risk management with an efficient analysis of the level of threat
• Instituting robust risk management and communication strategies
• Managing crisis and risk given different market dynamics
• Are firms drawing fully on revolvers to ensure cash is readily available to run the business if credit markets go south

Panelists:
Melissa Gliatta, COO, Thor Equities, LLC
Isaiah Massey, Managing Director – Chief Financial Officer, CAZ Investments LP
Todd C. Schneider, Chief Financial Officer, Shorehill Capital

A speaker photo for Melissa Gliatta

Melissa Gliatta

COO, Thor Equities, LLC

Read bio
A speaker photo for Isaiah Massey

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

Read bio
A speaker photo for Todd Schneider

Todd Schneider

Chief Financial Officer, Shorehill Capital

Read bio
14:20 - 15:05

Track B | Emerging processes and technologies making advances in data management

Drake Paulson, Tony Braddock, Jeffrey Gilbert, Daren Schneider, James Stevenson

• Shedding light on data management and the systems available
• How technology is changing the way portfolio monitoring is conducted
• Data technology and what protection requirements to expect from third-party service providers
• Threats on the horizon: putting cyber measures in place to prepare your firm to meet risks
• Enhancing transparency through real time data and LP reporting
• Emerging technologies advancing data management, cyber risk, ESG and HR

Moderator:
Drake Paulson, Senior Director, eVestment Private Markets

Panelists:
Tony Braddock, Chief Financial Officer and Chief Compliance Officer, Stellex Capital Management LP
Jeffrey Gilbert, Chief Operating Officer and General Counsel, Carnelian Energy Capital
Daren Schneider, CFO & CCO, JLL Partners, LLC
James Stevenson, Chief Financial Officer, ABS Capital Partners

A speaker photo for Drake Paulson

Drake Paulson

Senior Director, eVestment Private Markets

Read bio
A speaker photo for Tony Braddock

Tony Braddock

Chief Financial Officer and Chief Compliance Officer, Stellex Capital Management LP

Read bio
A speaker photo for Jeffrey Gilbert

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Read bio
A speaker photo for Daren Schneider

Daren Schneider

CFO & CCO, JLL Partners, LLC

Read bio
A speaker photo for James Stevenson

James Stevenson

Chief Financial Officer, ABS Capital Partners

Read bio
Networking afternoon break
15:05 - 15:15

Afternoon break

Think tanks - GPs only
15:15 - 16:15

Think tank A | Comparing and contrasting what CFOs are doing to their firms’ bottom line during the pandemic

Christine Smoragiewicz

• Surveying what kinds of cost cutting measures firms have employed
• Measuring the type of impact cost cutting has made to firm
• Compensation levels-what’s different now and have bonuses been affected?
• Ways CFOs are dealing with how their company financials and P&Ls have been impacted by COVID

Facilitator:
Christine Smoragiewicz, Chief Financial Officer, Intervale Capital

A speaker photo for Christine Smoragiewicz

Christine Smoragiewicz

Chief Financial Officer, Intervale Capital

Read bio
15:15 - 16:15

Think tank B | Exploring the alternatives: ingenuity in LP communication

Kristine O'Connor

• Strategies for reporting to LPs during COVID
• Advances in webinars, virtual AGMs and the reporting structure to communicate better with LPs
• Examining how the metrics being requested and reported have changed
• Interpreting the increased focus on different types of metrics and the mechanisms for delivery: liquidity, leverage, etc.
• Updating and providing communications regularly to investors
• Giving LPs a view into your firm’s culture, work environment and portfolios

Facilitator:
Kristine O’Connor, Managing Director and Chief Financial Officer, Franklin Park

A speaker photo for Kristine O'Connor

Kristine O'Connor

Managing Director and Chief Financial Officer, Franklin Park

Read bio
15:15 - 16:15

Think tank C | What will change and lessons learned as a result of COVID

Shant Mardirossian

• What is going to change prospectively given what firms have learned from the pandemic?
• What adjustments can be made at the portfolio level?
• Prioritizing the implementation of safeguards for the firm and portfolio
• Proactive measures: identifying the processes that you should have been doing differently all along
• Determining whether board meetings and LPACs can continue to be virtual or prerecorded

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
15:15 - 16:15

Think tank D | Innovation alert: ascertaining the best way to meet with management teams

Joshua Cherry-Seto

• Overcoming the challenges of considering a deal and meeting with new management in the current climate
• How have firms been meeting remotely or in a socially distanced manner?
• What are firms doing regarding cross-border deals?
• Benchmarking the most creative ways firms are meeting

Facilitator:
Joshua Cherry-Seto, Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners

Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners

Read bio
16:15 - 16:20

Closing remarks – end of conference

Learn, engage and connect online

The Roundup’s virtual experience uses an online platform and provides you with access to quality streamed content from insightful industry experts and peers.

The platform allows you to sit in on roundup sessions, think tanks, breakouts, and even schedule 1-to-1 meetings with other CFOs, COOs and senior finance executives.

Attend from anywhere

Simply join the event online and participate from your own workspace.

Participate in audience Q&A, in-session polls, and download handouts and papers with just a few clicks.

You also get:

  • Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
  • Automated reminders
  • Live polling and surveys
  • Customizable breakout sessions

Expand your network

Mingle with other attendees during our designated networking hours or schedule your own private meetings

 

 

Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge.

 

Take advantage of these benefits:

  • Attendee and Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
  • Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
  • Virtual Meet-ups: Schedule one on one video conferences for informal meetups, allowing you to connect and talk about topics of interest throughout the event.

Meet with the country’s leading solution providers in our virtual exhibit space

Just like any conference, you have the opportunity to meet with sponsors and chat with solution providers.

Our features include:

  • See what solutions exhibitors have to improve the finance and operations at your firm.
  • Automated reminders
  • Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information.

Roundup speakers

The 2020 Roundup will feature finance and operations executives from preeminent private equity firms. Interested in speaking at the Roundup in 2020? Please contact Shamara Ray at shamara.r@peimedia.com or call +1 212 633 1453.

Tony Braddock

Chief Financial Officer and Chief Compliance Officer, Stellex Capital Management LP

Mr. Braddock is the Chief Financial Officer of Stellex Capital Management and its affiliates. Prior to joining Stellex in 2014, Mr. Braddock founded Oculus Resource Group, Inc., a family office advisory firm focused on private investments in natural… Read full bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners

Joshua Cherry-Seto is the Chief Financial Officer and Chief Compliance Officer at Blue Wolf Capital Partners LLC, a family of private equity funds which focus on transformational investments in middle market companies. Mr. Cherry-Seto is responsible… 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

Michael Elio

Partner, StepStone Group

Mr. Elio is a member of the private equity team, leading the middle- and large-market buyouts and secondary funds sector teams. He is also lead Portfolio Manager for many of the firm’s largest advisory clients, SMA clients, and high-net-worth distrib… Read full bio

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

April E. Evans is Partner, Chief Financial Officer and Chief Compliance Officer of Monitor Clipper Partners, which has raised and managed $2 billion in private equity. Previously, Ms. Evans was Partner and CFO of Advanced Technology Ventures, a $1.5… Read full bio

James Gaven

Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

James Gaven is Senior Counsel & Chief Compliance Officer, having joined WCAS in 2010. In addition to his legal and compliance responsibilities, Mr. Gaven helps coordinate the Firm’s ESG program. Previously, he worked at Kohlberg Kravis Roberts… Read full bio

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

Mr. 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. Additionally, Mr. Gilbert serves a legal resource to Carnelian’… Read full bio

Melissa Gliatta

COO, Thor Equities, LLC

Melissa Gliatta is Chief Operating Officer of Thor Equities. Ms. Gliatta works closely with Thor Equities Chairman & CEO Joseph Sitt to expand the company’s business activities. Her responsibilities include overseeing asset management, leasing, h… Read full bio

Pamela Hendrickson

COO & Vice Chairman, Strategic Initiatives, The Riverside Company

Pam joined Riverside in 2006 and serves as COO and Vice Chairman, Strategic Initiatives. Riverside is a $10 billion global private equity firm which partners with small companies and helps them grow by providing both financial and intellectual capita… Read full bio

Sandra Kim-Suk

Chief Financial Officer, Norwest Equity Partners | Norwest Mezzanine Partners

Sandi is the CFO of Norwest Equity Partners (NEP) | Norwest Mezzanine Partners (NMP) and is responsible for financial accounting, operations & reporting, including performance analytics, oversees the technology group and shares compliance respons… Read full bio

Jeremiah Loeffler

COO – Credit, Crestline Investors, Inc.

Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on s… 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

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

Isobel is the Senior Editor, Private Equity Group, Americas. She joined PEI in September 2014 as a staff writer, was promoted to senior reporter in May 2015 and became editor of Private Equity International's monthly print publication in January 2017… Read full bio

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

Isaiah Massey serves as Managing Director - Chief Financial Officer and is responsible for directing the firm’s efforts in all financial, legal, and compliance matters as well as leading the firm’s interface with vendors. He also serves on the firm’s… Read full bio

Thomas Mayrhofer

CFO and COO EJF Capital, LLC

Thomas B. Mayrhofer is the Chief Operating Officer and Chief Financial Officer of EJF Capital, LLC. EJF manages approximately $9 billion across a diverse group of alternative asset strategies, primarily targeting investment opportunities that are cre… Read full bio

Jason Mulvihill

Chief Operating Officer & General Counsel, American Investment Council

Jason Mulvihill currently serves as Chief Operating Officer & General Counsel for the American Investment Council (AIC). As COO & GC, Mulvihill is the executive lead of Government Affairs for the AIC. He has responsibility for legislative, re… Read full bio

Kristine O'Connor

Managing Director and Chief Financial Officer, Franklin Park

Kristine is Chief Financial Officer and Managing Director of Franklin Park. At Franklin Park, Kristine leads the accounting and reporting functions. She is also actively involved in the firm's compliance efforts. Prior to joining Franklin Park in 200… Read full bio

Stephanie Paine

Chief Financial Officer, Pritzker Private Capital

Stephanie Paine serves as the Chief Financial Officer and Chief Administration Officer for Pritzker Private Capital. In this role, she oversees the financial reporting, tax, fund management, human resources, and IT functions. Prior to joining PPC Par… 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

Andrew W. Petri

Chief Financial Officer, Pfingsten Partners, L.L.C.

Andrew joined Pfingsten in 2008 and is responsible for all financial, tax, compliance and administrative activities of the firm. Prior to joining Pfingsten, he worked with private equity, hedge fund, and broker-dealer audit clients in the Financial S… Read full bio

John W. Polis

Chief Operating Officer & Chief 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

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

Ms. Rosenthal is a Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer of TowerBrook Capital Partners. TowerBrook is an investment management firm with over $13 billion assets under management and a strong history of crea… Read full bio

Sanjay Sanghoee

COO, CFO 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

Todd Schneider

Chief Financial Officer, Shorehill Capital

Todd Schneider has been the CFO & CCO of Shorehill Capital LLC (SHC) since June 2013, a Chicago-based private equity firm investing middle market industrial products, industrial services, and distribution businesses. He is also the CFO of CHS Cap… Read full bio

Béla Schwartz

Chief Financial Officer, 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

Louis Sciarretta

Chief Operating Officer, Kline Hill Partners

Louis Sciarretta is the Chief Operating Officer at Kline Hill, having joined the firm in August 2019. He is responsible for overseeing firm operations, governance, finance, human capital, planning and budgeting. Mr. Sciarretta has over 24 years of ex… Read full bio

Yuriy Shterk

Chief Product Officer, Allvue

Yuriy has 20+ experience working in different functions for technology solution providers in Capital Markets. Most recently he worked as Head of Product Management at Fidessa Inc and managed the build out of its derivatives trading OEMS for global fi… Read full bio

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Kevin is Insight Equity’s Chief Financial Officer. Kevin joined Insight Equity in 2007 and is responsible for the financial management and administration of Insight Equity and its funds. He serves as a resource for portfolio company CFOs with respect… Read full bio

Christine Smoragiewicz

Chief Financial Officer, Intervale Capital

Christine joined Intervale Capital in 2007 as Chief Financial Officer. She oversees the finance, compliance and administrative functions of the firm. Prior to joining Intervale, Christine served as Controller at J.W. Childs Associates L.P., a private… Read full bio

Tina St. Pierre

CPA, Partner and Chief Administrative Officer, Landmark Partners

Tina St. Pierre is a partner and the Chief Administrative Officer at Landmark Partners. She is responsible for the Landmark’s fund and corporate governance. In addition, she provides oversight to the Firm’s operations team which includes the financia… Read full bio

James Stevenson

Chief Financial Officer, ABS Capital Partners

James keeps everything running smoothly at ABS Capital, while also finding time to share expertise with our portfolio company CFOs. AT ABS James is responsible for management of many aspects of the business at ABS Capital, including running the finan… Read full bio

Joshua Weiner

Director, GP Fund Solutions

Josh joined GPFS in 2020 as Director to head the Real Assets Fund Services team. Josh began his career in public accounting as an auditor with Ernst & Young in their Entrepreneurial Services group, and following that spent many years working at p… Read full bio

John Yantsulis

CFO & Partner, Searchlight Capital Partners

Prior to joining Searchlight in 2010, Mr. Yantsulis worked as a CFO at Reservoir Capital in New York, where he enhanced the infrastructure and internal controls to create efficiencies within the finance and operations functions and established the fa… Read full bio
View all speakers

Engage, interact and enhance your brand

The Forum offers a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity finance and operations executives professionals.

For exclusive sponsorship packages for 2020, contact Cristiana Crocco at cristiana.c@peimedia.com or call +1 646 921 0923.

Earn up to 6.4 credits

Earn up to 6.4 Continuing Professional Education (CPE) credits at this year’s CFOs & COOs Virtual Roundup. PEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

To earn CPE credits for attending the CFOs & COOs Virtual Roundup, you must view conference sessions when presented live, at specified scheduled times, for applicable sessions where credits will be offered.

You will not be eligible to receive credits for sessions viewed through on-demand after the session has concluded.

Frequently asked questions

We understand that the world of virtual events is a new one, so we have put together a series of FAQs to make things clearer.

If you have a question that isn’t covered below please contact us at customerservices@peimedia.com and a member of our team will get back to you.

 

When are the conference sessions and networking?

The virtual conference will take place on:

Thursday, November 5
10:00am EST – 4:15pm EST

 

What is the CFOs & COOs Virtual Roundup?

The CFOs & COOs Virtual Roundup is an interactive virtual meeting of CFOs, COOs and Senior Finance Executives seeking to benchmark processes and strategies that are shifting due to the current climate. Providing vital peer insight and feedback on issues impacting firms and portfolio companies, the Virtual Roundup will facilitate the development of solutions for driving the business forward during a crisis in a strategic and operationally focused manner.

 

Is the Virtual Roundup replacing the annual CFOs & COOs Forum?

No. PEI introduces the CFOs & COOs Virtual Roundup to our portfolio of events for private equity finance and operations executives to dialogue with peers on strategically navigating new challenges and is a pivotal component in bringing the PE community together in a virtual setting.

 

Will there be opportunities to network during the Roundup?

The CFOs & COOs Virtual Roundup will include many opportunities for participants to network during collaborative roundup discussions, interactive think tank sessions and informal lunch & chat meetings.

 

How will I know how to use the platform?

We have a dedicated virtual experience page to help you navigate the platform. The advantage of having access a few weeks before is that we can help you iron out any issues you might be having with plenty of time before the event.

 

 

Do I need to be technologically savvy to participate in the Virtual Roundup?

The ease of accessibility and navigation of the platform will allow for a seamless virtual experience. Click the virtual experience tab for additional information and frequently asked questions regarding the platform.

 

Additional questions?

Please feel free to contact us directly at regny@peimedia.com.