Preparing for the future: navigating the changing role of the private fund CFO and COO

The role of the private fund CFO and COO is rapidly evolving to keep up with ongoing regulatory, tax and economic developments across Europe as well as the increase in investor demands for detailed due diligence, in-depth reporting and greater transparency.   In addition, CFOs and COOs are also tasked with optimising operations on a budget, keeping pace with advances in technology, deciding when and what to outsource and maximising the potential of their teams.

The inaugural Private Debt Investor CFOs & COOs Europe forum will address all of these key issues by bringing together in-house financial and operational private debt professionals to hear best practices and industry developments from a wide spectrum of industry peers.


Meet the advisory board

View all speakers
View all speakers


One Forum: Four Asset Classes

Why join us?

Expert industry-led content

Gain valuable insights from the industry’s biggest CFOs & COOs on how to address the key financial and operational challenges facing your business today.


Meet with CFOs, COOs, Finance Directors, General Counsels, technology providers and fund servicers active in alternative assets to leverage their expertise and build your network.

In-house editorial content

Engage in timely discourse with the world’s foremost private alternative asset firms, influential finance and operations executives, and decision-makers.

Early confirmed sponsors

2020 Agenda

For more information on the agenda and speaking opportunities at the forum, please contact James Hatwell at or call +44 (0) 20 3994 7961.

Download the agenda


Day 1 Day 2
View agenda page


Day 1 - Wednesday 3rd

08:00 - 08:40

Registration & networking

CFOs & COOs Europe Forum 2020 - Plenary
08:40 - 09:00

Welcome and introduction by chair

09:00 - 09:30

Opening Keynote - Preparing for the next major shift: how to adapt to a constantly evolving role

09:30 - 10:10

Growing your business in a time of increased complexity

Panel Session

  • Achieving economies of scale across finance, operations, HR and compliance
  • As firms grow, which functions can gain improved efficiency via outsourcing?
  • Internal business dynamics: the role of the CFO/COO in managing international expansion
  • Organic growth versus M&A
10:10 - 10:50

Digital transformation and the technology revolution

Panel Session

  • RPA, automation and the future of financial asset management
  • Must-have versus nice-to-have, which technological innovations are worth the investment to give your firm the competitive edge?
  • Speeding up the pace of innovation: third party collaborations or in-house talent expansion?
  • Identifying the areas most susceptible to disruption: front, middle or back office activities?
10:50 - 11:30

Coffee & networking

Themed Sessions
11:30 - 13:00

Stream A: Finance

11.30-12.00 Panel Session

The evolving role of the CFO in private funds

12.00-13.00 Audience Roundtables

  • Role of the CFO in fundraising
  • Hedging interest rates and currenvy risks
  • Integrating a new strategy into an existing platform
11:30 - 13:00

Stream B: Operations

11.30-12.00 Panel Session

Driving your private fund business forward through successful operations

12.00-13.00 Audience Roundtables

  • Operational due diligence of your business
  • Attracting & rataining talent
  • Succession planning
11:30 - 13:00

Stream C: Tax & Regulation

11.30-12.00 Panel Session

Combating regulatory challenges on the horizon

12.00-13.00 Audience Roundtables

  • AIFMD & reverse solicitation: how to ensure compliance
  • BEPS & its impact on funds
  • SEC registration & the challenges of GDPR
11:30 - 13:00

Stream D: Technology

11.30-12.00 Panel Session

Integrating tech successfully from front to back office

12.00-13.00 Audience Roundtables

  • Reporting requirements and how technology can streamline the process
  • Cybersecurity
  • Effective data management
13:00 - 14:00

Lunch & networking

CFOs & COOs Europe Forum 2020 - Private Debt
14:00 - 14:30

How has the CFO/COO role changed as private debt moves into a post-established era?

14:30 - 15:30

Audience Roundtables

  • Managing liquidity
  • Update on private debt fund structures
  • How operational due diligence for debt funds differs from other asset classes
15:30 - 16:00

Coffee & networking

CFOs & COOs Europe Forum 2020 - Private Debt
16:00 - 16:30

Assessing valuations of debt

16:30 - 17:00

Default risk: how to limit exposure

CFOs & COOs Europe Forum 2020 - Plenary
17:00 - 17:30

Keynote interview

17:30 - 18:30

Close of day one followed by cocktail reception


Day 2 - Thursday 4th

08:00 - 09:10

Invite-only CFO & COO breakfast

08:00 - 09:10

Registration & networking

CFOs & COOs Europe Forum 2020 - Plenary
09:10 - 09:15

Welcome from chair

09:15 - 09:45

Keynote - Global tax and regulatory update

09:45 - 10:30

Outsourcing versus in-house capabilities

Panel Session

  • Integrating outsourced functions with in-house resources
  • What criteria should be used when choosing an outsourcing provider?
  • Building from within: recruiting and retaining the right technology leaders
  • Balancing cost and efficiency
10:30 - 11:00

Coffee & networking

CFOs & COOs Europe Forum 2020 - Plenary
11:00 - 11:45

Update on structuring, strategies and jurisdictions

Panel Session

  • How do strategies and choice of jurisdiction differ across the alternative asset classes?
  • Economic substance requirements
  • Managing a multijurisdictional business – challenges that CFOs & COOs face
11:45 - 12:15

Developing an ESG strategy: how to measure and demonstrate value


  • What data is used to measure ESG performance in investment – whether portfolio companies, infrastructure projects or otherwise?
  • Does ESG data need to be tailored? Or is there a generic framework to satisfy all clients?
  • Environmental, societal & governmental – which aspect of ESG is most in-focus currently? And how do the requirements (reporting, data etc.) compare?
  • Top tips & takeaways for building out a successful ESG strategy: skills & software required, integration with other teams, avoiding greenwashing & more
12:15 - 13:00

What investors want

Closing interview

  • What can CFOs & COOs do to ensure their investors have the highest quality client experience possible
  • Information, transparency, data & more – what investors expect from their managers and how this varies across asset classes
  • Fees, expenses, ESG… what do investors prioritise in their reports and communications received from their managers?
  • Latest in fund terms: what to negotiate, latest in preferred terms
13:00 - 14:00

Lunch & close of conference

2020 Speakers

For more information on speaking, please contact James Hatwell at or call +44 (0) 20 3994 7961.


Download the agenda


Robin Bailey

Partner and Chief Operating Officer, Pantheon

Robin Bailey, Partner and Chief Operating Officer with 12 years of private equity experience, is responsible for finance, tax and accounting globally. Before joining Pantheon, Robin worked in the Investment team of Ipex Capital, an early stage ventur… Read full bio

Katja Baur

CFO, Montana Capital Partners

Katja is Chief Financial Officer at Swiss based secondaries firm Montana Capital Partners. She has been working in private equity since 2010, when she was appointed CFO of Alpha Associates, a private equity, private debt and infrastructure manager in… Read full bio

Vijay Bharadia


Vijay Bharadia is the Chief Financial and Operating Officer of Intermediate Capital Group PLC (ICG). Prior to joining ICG, Vijay was International CFO for Blackstone with responsibility for financial, tax and regulatory reporting across Europe and As… Read full bio

Steve Darrington

CFO, Phoenix Equity Partners

Steve has been a Partner at Phoenix since 2001 and is CFO and a member of Phoenix’s Board & Management Committee. Steve is also a director of Phoenix Equity Partners 2016 Guernsey Limited, General Partner of the Fund. Before this, he held senior… Read full bio

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

Marc joined Campbell Lutyens in 2018 and is responsible for finance and operations for the firm globally, leading on a range of areas such as developing AI enabled technology to support fundraising, championing ESG initiatives, implementing flexible… Read full bio

Niyamat Fazal

CFO, DWS Infrastructure

Niyamat is the CFO of DWS Infrastructure. DWS Group GmbH & Co. KGaA (DWS) is one of the world’s leading asset managers with €662 billion of assets under management as of 31 December 2018. As part of the Alternatives platform, the direct infrastructur… Read full bio

Andrew Haywood

CFO & CCO, Park Square Capital

Andrew is a Partner, Chief Financial Officer and Chief Compliance Officer at Park Square Capital, LLP, and a member of the firm’s Executive Committee and Investment Committee. Prior to joining Park Square in 2015, Andrew spent over 16 years at 3i Gro… Read full bio

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

Erica Herberg is a Managing Director and the Chief Financial Officer of Carlyle's Investment Solutions Group. She is based in Amsterdam. Investment Solutions provides investors will access to the large and complex universe of alternative asset invest… Read full bio

Apwinder Foster

Chief Operating Officer, DRC Capital

Apwinder Foster has over 20 years of experience in finance, real estate and capital markets. Ms Foster joined DRC Capital as Chief Operating Officer in November 2015. Prior to joining DRC, Ms Foster was the CFO of Kennedy Wilson Europe Real Estate Pl… Read full bio

Anita Huynh

COO, Macquarie Infrastructure and Real Assets

Anita is the COO for the EMEA region. Her role encompasses the execution and management of an increasingly diverse range of funds offered by MIRA, coupled with the management of significant regulatory changes in the industry. Anita was previously the… Read full bio

Marie Joyce

Chief Financial Officer, NTR

Marie is Chief Financial Officer of NTR plc, having spent over 15 years with the group in various subsidiary CFO roles and central management positions. NTR acquires, constructs and operates onshore wind and solar assets across Western Europe on beha… Read full bio

Jamie Lyon

European CFO & COO, LaSalle Investment Management

Jamie joined LaSalle in 2006 as CFO / COO and is responsible for LaSalle's UK and Continental European operations. Responsibilities extend to Accounting & Finance, Tax, Debt, Risk Management, M&A and Human Resources and, consequently, management of E… Read full bio

Neel Mehta

CFO, DWS Private Equity

Neel Mehta leads the finance and accounting function for DWS Private Equity, working alongside the senior investment team to drive growth and shaping financial best practice. He joined DWS Private Equity in 2018 from Mayfair Equity Partners, where he… Read full bio

Maqbool Mohamed

Managing Director & CFO European Assets, Castlelake

Maqbool Mohamed is a Managing Director at Castlelake (UK) LLP. Mr Mohamed joined Castlelake’s London office in 2013 as the firm’s European CFO. He is responsible for the European Finance & Operations function in relation to NPLs and real estate i… Read full bio

Nick Moore

Founder & Executive Director, Lionpoint

Nick Moore is the Founder & Executive Director at Lionpoint Group, responsible for global business strategy and execution. He has a background in private equity and real estate along with extensive technology solution expertise. With 85 employees… Read full bio

Debojit Mukherjee

Chief Operating Officer, Agilitas Private Equity

Debojit Mukherjee is Chief Operating Officer and is a member of the Responsible Investment Committee at Agilitas Private Equity, the pan-European mid-market private equity firm which invests in defensible businesses with opportunities for significant… Read full bio

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Lindsey Ord is the Chief Financial Officer of Climate Fund Managers (CFM). CFM is a climate investment fund manager with a footprint in emerging markets, namely Asia, Africa and Latin America. Lindsey has 20+ years of experience in structuring privat… Read full bio

Christopher Parmo

COO/CFO, Verdane

Formal role as CEO, responsible for all Verdane internal and portfolio company operations. Working together with Managing Partner / CIO. Experience from executive positions in several tech companies, as entrepreneur and from management consulting. El… Read full bio

Nisha Raghavan

Managing Director- Chief Finance officer, EQT Partners

Nisha Raghavan joined EQT Partners in June 2016 as Chief Financial Officer and is a Managing Director of EQT Real Estate Advisory Team. She has over 17 years of experience within the real estate industry. Prior to joining EQT Partners, Mrs. Raghavan… Read full bio

Leo Scanavino

Finance Director, RJD Partners Limited

Leo is the Finance Director at RJD Partners, an SME Private Equity Fund specialised in buyouts, buy-ins and development capital for deals worth up to £50 million. Prior to RJD Partners, Leo was a director and portfolio manager at Actis Capital, an Em… Read full bio
View all speakers

Hear from delegates at our US CFO & COO Forum

Private equity CFO on the biggest risks facing the industry today

How is the CFO role going to change in the next 5 years?

Sponsorship opportunities in 2020

For more information on sponsorship opportunities, please contact Chris Wagland, +44 (0) 0207 566 5475.

Download sponsorship brochure


Cavendish Square, Marylebone, London W1G 0AN

No.11 Cavendish Square