COVID-19 vaccination requirements 

As part of our commitment to safety at the CFOs and COOs Forum New York and in accordance with New York City and venue COVID-19 guidelines, we are requiring that all attendees must provide proof of full COVID-19 vaccination status along with a matching photo ID (drivers license or passport only) when checking into the event at Sheraton New York Times Square Hotel.

Redefining the private equity CFO & COO role

In its 19th year, the CFOs & COOs Forum New York is still the industry benchmark for high-value content and networking.

The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

The 2022 live Forum featured insightful keynotespanelsworking groups, live Q&Asthink tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.

 

2022 Discussion topics

» Redefining the CFO and COO role

» Data management

» Valuation methodology

» Fundraising

» Hybrid work environments

» Subscription lines

» Compensation trends 

» Tax updates

» ESG

» Diversity & inclusion

» Secondaries and end of life funds

 

» Legislative and regulatory update

» SPACs

» LP requirements

» Technology implementation

» Waterfall calculations and carried interest

Featured keynote speaker

Vik Sawhney
Chief Administrative Officer
Blackstone

Before joining Blackstone in 2007, Mr. Sawhney worked as a Managing Director in the Financial Sponsors Group at Deutsche Bank, where he was responsible for managing the firm’s relationships with Blackstone and several other large private equity firms.  Prior to joining Deutsche Bank, Mr. Sawhney was an Associate at the law firm of Simpson Thacher & Bartlett.

Vik represented Blackstone as a Rockefeller Fellow during 2010-2011.  He currently serves as Board Chair on the Board of Dream, an east Harlem social services and educational organization.

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.

Save time building your network.

Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.

Our 2022 attendees include

17Capital Services Limited
Activant Capital Group LLC
Advent International Corp
Alter Domus
Anduin
Antares Capital
Apex Group
BBAM US LP
Bernhard Capital Partners Management, LP
BKD LLP
BP Energy Partners LLC
Bregal Investments
Butterfly Equity, LP
CCMP Capital Advisors LP
Crestview Advisors, LLC
Deloitte Services LP
DigitalBridge
Drawbridge
Dyal Capital
ECP Management, LP
Eldridge Industries
Equilibrium Capita
EWM Global
EY
Eze Castle Integration
Frontier Growth
Fundamental Advisors LP
Gen II Fund Services LLC
Goldman Sachs
Graham Partners
Grant Thornton LLP
HarbourVest Partners
Illumina Ventures
IQ-EQ
Jeremy Thurber
Juniper Square, Inc
Kainos Capital
Kohlberg & Company
KPMG
Lionpoint Group
Lovell Minnick Partners
Madryn Asset Management LP
Melody Investment Advisors
MiddleGround Capita
Nebrodi Partners
New Harbor Capital
New Leaf Venture Partners
New MainStream Capital
New Spring Capital
Northern Trust
NSSK
Ontra
OpEff Technologies LLC
Paladin Capital Group
Pamlico Capital
Peak Rock Capital
PEF Services
Periscope Equity
Pfingsten Partners
Pritzker Private Capital
Promus Holdings
Quantum Energy Partners
Relay Ventures
Revelstoke Capital Partners LLC
SEI
SFW Capital Partners
Sheridan Capital Partners LP
The CapStreet Group
The Raine Group
Thoma Bravo LLC
Thompson Street Capital Partners
TMF Netherlands B.V.
TowerBrook Capital Partners L.P
Trilantic Capital Partners
Trive Capital
Troutman Pepper Hamilton Sanders LLP
Ultimus LeverPoint
United Health Care
White Wolf Capital LLC
York Capital Management

What attendees say about the Forum

Evelyn Pellicone

Crestview Advisors

PEI did a nice job of pivoting to the virtual conference. Without missing a beat, the CFO & COOs forum provided valuable discussions and networking opportun…

Read full testimonial

Kristine O' Connor

Managing Director and CFO, Franklin Park

The Forum is consistently the best conference for finance professionals in the private equity industry! The event offers meaningful content, knowledgeable speak…

Read full testimonial

Richard Lee

The Cynosure Group

The annual CFOs & COOs Forum has been the most helpful source of organized continuing education for my role as the CFO of a PE firm.

Showcase your thought leadership to Forum attendees

The Forum offered a unique opportunity for organizations to raise their profile by meeting with an exclusive community of private equity senior professionals across two days of sessions.

2022 Speakers

For speaking opportunities, contact Shamara Ray at shamara.r@peimedia.com or call +1 212 633 1453.

Charmone Adams

Advisory Senior Manager, Grant Thornton LLP

Charmone Adams is an Advisory Senior Manager with Grant Thornton LLP and is based in the New York Office. Since joining the firm, Charmone has been working closely with many SEC and FINRA regulated entities. He has over 13 years of experience in fina… Read full bio

Hina Ahmad

Senior Managing Director & Chief Operating Officer, Capital Dynamics

Hina is a Senior Managing Director, Chief Operating Officer and member of the Executive Committee. She is also a member of our Responsible Investment Committee – Truly Invested® in Diversity & Inclusion (“D&I”). Prior to joining us, she was a… Read full bio

Saba Ahmad

Partner and Chief Operating Officer, Turning Rock Partners

Saba Ahmad, Partner and COO. Ms. Ahmad is a Partner at Turning Rock where she serves as COO and oversees all non-investment related activities at the firm. Prior to joining Turning Rock Partners, Ms. Ahmad spent over seven years at Fortress Investmen… Read full bio

Frank Anduiza

EVP, Head of Private Fund Sales, Ultimus LeverPoint

As Executive Vice President, Head of Private Fund Sales, Frank is responsible for growing the private fund administration business and overseeing the private fund business development team at Ultimus LeverPoint. He develops the sales and market strat… Read full bio

Anne Anquillare, CFA

Head of CSC U.S. Fund Services

Anne is the Head of CSC’s U.S. Fund Services. 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 along with business process improvements to… Read full bio

Georges Archibald

Regional Managing Director - Americas, Apex Group Ltd.

Georges has over 20 years of experience spanning law, capital markets, and fund administration. He currently oversees Apex’s business across the Americas and joined as part of the Apex acquisition of Deutsche Bank Alternative Fund Services (AFS) grou… Read full bio

Jonathan Balkin

Founder & Executive Director, Lionpoint Group

Jonathan founded Lionpoint to deliver market-leading technology and operations solutions to firms in the private markets industry. Jonathan spearheads many of Lionpoint’s technology vendor partnerships, ensuring the business is at the forefront when… 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

Brandon Baudin

Chief Financial Officer, The Sterling Group

Brandon joined Sterling in 2018 as Chief Financial Officer. He is responsible for all financial management aspects of the firm, as well as advising the firm’s portfolio company CFOs on certain financial issues and transactions. Previously, Brandon wa… Read full bio

Noah Becker

Chief Financial Officer, LLR Partners

Mr. Becker joined LLR Partners in 2012 and is responsible for financial reporting and oversight of all administrative financial matters. Prior to joining LLR he held senior financial positions at early stage as well as established entities and previo… Read full bio

John Beczak

Chief Financial Officer. Resource Capital Funds

John joined RCF in 2016. Prior to joining, John held positions in various Private Equity financial oversight roles, most recently with a family office overseeing all financial responsibilities of a $10 billion private and public equity portfolio. Pre… Read full bio

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio

Jeff Bohl

CFO, Ontra

Jeff is the CFO of Ontra. Prior to Ontra, Jeff was a Managing Director at H.I.G. Capital in San Francisco. Earlier, Jeff worked in technology investment banking at J.P. Morgan and product management at Salesforce.com. Jeff holds an M.B.A. from Harvar… Read full bio

Tony Braddock

Chief Financial Officer, Stellex Capital Management LLC

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

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
Kyle Burrell EY

Kyle Burrell

Partner, Financial Services Office, Ernst & Young LLP

Kyle is a partner in the asset management practice of Ernst & Young’s Financial Services Office and is responsible for coordinating assurance services to our clients, working closely with our tax and transaction support practices. Kyle has 18 yea… Read full bio

Jesse Burwell

CFO & Senior Managing Director, Liberty Strategic Capital

Jesse Burwell serves as Chief Financial Officer and Chief Compliance Officer for Liberty Strategic Capital and is also a member of the Investment Committee. Mr. Burwell joined Liberty after fifteen years at the private equity firm RLJ Equity Partners… Read full bio

Tracey Chaffin

Partner and Chief Financial Officer, Pamlico Capital

Ms. Chaffin joined Pamlico Capital in 1995. She serves as the firm’s Chief Financial Officer and Chief Compliance Officer is responsible for the firm’s portfolio administration, compliance, and finance activities. Ms. Chaffin is a Certified Public Ac… Read full bio

Megan Chandler

Director, Global Talent Management, The Riverside Company

Megan Chandler joined The Riverside Company in 2018 and co-leads the firm’s Global Talent Management function. Prior to joining Riverside, she was a Compensation Associate at Fortress Investment Group, a division of SoftBank Group, supporting compens… Read full bio
Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Managing Director, CFO & CCO, Blue Wolf Capital Partners

Joshua Cherry-Seto is the Managing Director, 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-S… Read full bio

Dave Clauson

Director, BKD, CPAs & Advisors

Dave is a member of BKD National Enterprise Risk Solutions Practice, with more than 25 years of experience as an environmental, safety, and sustainability program manager. His areas of expertise include leading environmental, social, and governance (… Read full bio

Sam Cohn

Chief Financial Officer - Credit & Venture, Perceptive Advisors

Sam Cohn is the Chief Financial Officer - Credit & Venture at Perceptive Advisors where he is responsible for managing the accounting and operations for Perceptive’s Credit Opportunities Funds and the Perceptive Xontogeny Venture Funds, which tot… Read full bio

Dina M. Colombo

Partner, COO & CFO, GreyLion Capital

Prior to GreyLion, Ms. Colombo was Chief Financial Officer & Managing Director of CCMP Capital Advisors. Previously, she held a variety of responsibilities at JPMorgan Partners, including investor reporting, investment structuring, portfolio mana… Read full bio

Shannon Dolan

SVP, Asset Management & Private Markets, FIS

Shannon is a client-focused, results-driven business executive with extensive experience in growing software, services and data businesses. Shannon has been with FIS since December 2015, as the general manager of the FIS Data and Process Solutions Gr… Read full bio

Andrew Edelman

VP of Sales, Cobalt, a FactSet Company

Andrew is the VP of Sales at Cobalt, a FactSet Company. Andrew started his career with Cobalt Software in 2014 and supported the launch of next generation portfolio monitoring technology to the private markets industry. Based in Boston, Andrew is foc… Read full bio

Gerald Esposito

Partner, CFO & CCO, Newbury Partners

Mr. Esposito is a Partner and serves as the Chief Financial Officer and Chief Compliance Officer of Newbury, responsible for all aspects of operations, internal and external financial reporting, and regulatory oversight. Prior to Newbury, Mr. Esposit… 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

Simon Eyre

Chief Information Security Officer, Drawbridge

Managing Director and Chief Information Security Officer at Drawbridge. He is a leader and frequent public speaker on all aspects of Cybersecurity with a particular focus on the Alternative Investment Markets. Simon brings more than 20 years of deep… 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

Adam Felsenthal

General Counsel, Deputy Chief Compliance Officer, Great Point Partners

Mr. Felsenthal is the General Counsel and Deputy CCO at Great Point Partners. Prior to Great Point, he worked at Irving Place Capital, Davis Polk & Wardwell, and Paul, Weiss, Rifkind, Wharton & Garrison. Mr. Felsenthal also serves as the Secr… Read full bio

Nathan Ford

Senior Vice President, Business Development, Drawbridge

Nathan Ford is Senior Vice President, Business Development of Drawbridge. He is responsible for new client acquisition, team expansion, partnerships, and client relationship management. Before joining Drawbridge, Nathan served as an Executive Directo… Read full bio

Adam Freedman

Chief Compliance Officer and Associate General Counsel, Angelo Gordon

Adam Freedman joined Angelo Gordon in November 2012. He is the firm’s Chief Compliance Officer. Previously, Adam served as an Executive Director in Morgan Stanley’s Legal and Compliance Department, where he led the Regulatory Counsel/Policies & P… Read full bio

Brian Garfield, CFA, ASA

Managing Director, Lincoln International

Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to valu… Read full bio

James Gaven

General Counsel & Chief Compliance Officer, SK Capital Partners

Mr. Gaven joined SK Capital as General Counsel & Chief Compliance Officer in 2022. Prior to joining SK Capital, Mr. Gaven spent over 11 years as Senior Counsel & Chief Compliance Officer at Welsh, Carson, Anderson & Stowe. In addition to… Read full bio

Jacqueline Giammarco

Managing Director & Chief Compliance Officer, Stone Point Capital

Jacqueline M. Giammarco is a Managing Director and Stone Point Capital’s Chief Compliance Officer, member of the Diversity, Equity and Inclusion Committee and Chair of the ESG Committee. She joined Stone Point in 2012 from MF Global where from 2007 t… 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

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Omar is a Principal, Chief Financial Officer and Chief Compliance Officer for Cloverlay Partners where he leads all financial reporting, investor relations, operations and compliance functions. Cloverlay is an independent asset management firm to foc… Read full bio

Stephen E. Hoey

Chief Financial Officer, Vertica Capital Partners

Steve has over 34 years of experience in the private equity space, building infrastructure at several firms which became brand name international private equity leaders attracting billions of dollars of capital from institutional, government pension… Read full bio

Devin Holden

Compliance Director, NovaQuest Capital Management

Devin Holden is the Compliance Director for NovaQuest Capital Management, a private investment firm focused on the biopharmaceutical, life sciences, and healthcare areas. She has almost 10 years of compliance, accounting, and operational due diligenc… Read full bio

Ruth E. Horowitz

Vice President, Equity Mobilization Division, IFC and Head, IFC Asset Management Company

Ruth is Deputy CEO and Chief Operating Officer of AMC. She joined AMC at the start of its operations in 2009, and she is responsible for the strategy and operations of the business. She sits on the investment committees for all funds. Before joining… Read full bio

Sara Huang

Managing Director, Ardian

Sara Huang joined Ardian’s Fund of Funds team in New York in 2010. Previously Sara worked as an investment banking analyst at the Bank of America Merrill Lynch in the Equity Capital Markets team, where she worked on convertible bond issuance and equi… Read full bio

Eric Huttman

CEO, MillTechFX

As CEO of MillTechFX, Eric has overall responsibility for the management of the firm, and for implementing the strategic direction of the business set by the Board of Directors. Prior to establishing MillTechFX, Eric managed currency portfolios for o… Read full bio

Bryan D. Hunkele

Partner, Ropes & Gray LLP

Leading buyout fund sponsors, fund investors and asset managers worldwide look to Bryan Hunkele for counsel on their most complex matters. A partner in Ropes & Gray’s asset management group, Bryan guides clients on the structuring, formation, off… Read full bio

Rich Itri

Chief Innovation Officer, ECI

Rich Itri is a Senior Vice President of Professional Services (CIO Advisory) at Eze Castle Integration. Rich has over 22 years of IT executive experience, spending his entire career managing IT within the financial services industry. Prior to joining… Read full bio
Rod James PEI Media

Rod James

Senior Reporter, Private Equity International and Secondaries Investor

Rod James is senior reporter with Secondaries Investor and Private Equity International, based in the London office. Prior to PEI, his roles included a stint as a freelancer covering fintech and transaction banking, CEEMEA capital markets reporter wi… Read full bio

Raoul Kamath

Regional Director – Americas, EWM Global

Raoul collaborates with some of the world’s largest private capital firms, asset managers, banks and insurance companies – to digitally transform their executive incentives, carried interest and partner commitment / co-investment programs. He is a re… Read full bio

Sandra Kim-Suk

Chief Financial Officer, Engine No. 1

Sandi is the CFO of Engine No. 1 and brings 25 years of experience in banking and private equity to her role. Prior to joining Engine No. 1, Sandi was the CFO of Norwest Equity Partners/Norwest Mezzanine Partners and previously for L Catterton. She b… Read full bio

Amy Knapp

Partner and Chief Operating Officer, Corsair Capital

Ms. Knapp is a Partner and the Operating Officer of Corsair and a member of the firm’s Investment Committee. She joined Corsair in 2001 and is based in New York. Ms. Knapp leads the finance, legal, compliance, human talent, information technology and… Read full bio

Vincent Korta

CFO & COO, 2B Living

Vincent Korta is the Chief Operating Officer and Chief Financial Officer at 2B Living, a Bay Area residential property management firm. In this role, he leads the firm's corporate and property accounting groups as well as the firm's corporate operati… Read full bio

Rishi Kotecha

Head of General Partner Segment, BlackRock

Rishi Kotecha leads the General Partner segment within BlackRock Solutions. As global head, he is responsible for the overall direction for the GP segment, enhancing client relationships, and ensuring market-leading, quality solutions are continually… Read full bio

Jill Lampert

Chief Financial and Administrative Officer, NGP Energy Capital Management

Ms. Lampert joined NGP in 2007 and serves as Chief Financial and Administrative Officer of NGP. Since taking her current position, NGP has significantly grown its capital commitments. To support this growth, Ms. Lampert has built out the infrastructu… Read full bio

P. Thao Le

Partner, Troutman Pepper

P. Thao Le is a partner in the Corporate and Securities Group of the Commercial Department of Pepper Hamilton LLP, resident in the firm’s Philadelphia office. Ms. Le has a transactional practice concentrating in matters of mergers and acquisitions, a… 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

Mark Levitt

Chief of Staff, Global Infrastructure Partners

Mark Levitt is Chief of Staff at Global Infrastructure Partners. Mr. Levitt works with GIP’s Managing Partner on strategy and leadership of the Firm. Previously, Mr. Levitt was GIP’s Chief Operating Officer and Global Head of Human Capital. Over the… Read full bio

Mark Magerman, PhD, PCC

Executive Coach, Organization Development Consultant, Gestalt Works

Mark Magerman has over forty years of working with individuals, groups, and organizations, as a consultant, trainer, educator, and executive and performance coach. He specializes in culture change, relational systems, personal growth, individual, tea… Read full bio

Thomas Mayrhofer

Chief Operating Officer, EJF Capital, LLC

Mr. Mayrhofer joined EJF in 2018 and is a member of the Executive Committee, EJF’s Valuation Committee and Risk Committee. Mr. Mayrhofer has more than 15 years of experience in the financial services industry. Prior to joining EJF, Mr. Mayrhofer was… Read full bio

Rich Melville

Editorial Director, US, PEI Media

Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Ms. Norris co-founded New Heritage Capital in 2006 and serves as NHC’s Senior Partner, COO, and CCO. With over 20 years in the private equity industry, Ms. Norris has extensive experience on both the investment and operations side of the business. Sh… 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

Matt Okolita

Head of Outsourced Business Services, IQ-EQ

Matt Okolita is the Head of Outsourced Business Services for IQEQ. Prior to his role at IQEQ, Mr. Okolita founded Greyline Partners, LLC which was acquired by IQEQ in the Fall of 2021. As part of IQEQ, Greyline offers Compliance, Operations, and CFO… Read full bio

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Stephanie Paine is a Partner and Chief Financial Officer for Pritzker Private Capital. In this role, she oversees the financial reporting, tax, treasury, management company operations, human resources, and IT functions. Prior to joining PPC Partners,… Read full bio

Tony Paredes

Vice President, Head of Global Business Development, Anduin

Tony is Global Head of Business Development at Anduin. With over 20 years of experience working with the private capital markets and having held numerous leadership roles; Tony was previously with Sentieo Inc, Shareholder Insite (acquired by IPREO) a… Read full bio

Michael Patanella

Managing Partner - Asset Management, Grant Thornton

Michael has been with Grant Thornton for over 19 years. He has been an audit partner for 14 years and has served as the National Asset Management sector leader for approximately 9 years. Michael has over 24 years of experience in public accounting, a… Read full bio

Andrew W. Petri

Chief Financial Officer and Chief Compliance 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, Andrew worked with private equity, hedge fund, and broker-dealer audit clients in the Financi… Read full bio

Deneshea L. Phelps

Chief Financial & Compliance Officer, Arlington Capital

Deneshea is the Chief Financial and Compliance Officer of Arlington Capital Partners. She oversees the firm’s administrative operations and is responsible for general and limited partnership accounting, reporting and compliance. Prior to joining Arli… Read full bio

Brad Pietras

Director of Finance, Level Equity

Brad Pietras is the Director of Finance at Level Equity. Prior to joining Level Equity in 2022, Mr. Pietras was a Vice President and the Controller at Lightyear Capital where he was responsible for all finance, accounting, and tax functions. Previous… Read full bio

Barnaby Piggott

CEO, Atlas by Holland Mountain

Barnaby has over 20 years of experience working with Private Capital fund managers and investors, throughout Europe and the US. Since launching the ATLAS data platform in 2019, Barnaby has been on a mission to help Private Capital managers on their j… Read full bio

Heramb Ramachandran

Chief Financial Officer, Sciens Capital

Heramb is a seasoned finance professional with over 15 years of experience in private equity, financial services, and professional services. Heramb is currently the Chief Financial Officer for Sciens Water (“Sciens”) and is responsible for the financ… Read full bio
Neeta Rastogi, Activant

Neeta Rastogi Singh

Chief Operating Officer, Activant Capital Group LLC

Neeta joined Activant in 2017 and is the Chief Operating Officer. Neeta manages the operations of Activant Capital, works with portfolio companies and sits on the Investment Committee. She enjoys working with entrepreneurs and brings her expertise bu… Read full bio

Kevin Richardson

Finance Director, Bregal Sagemount

Kevin Richardson is a Finance Director at Bregal Sagemount responsible for finance and accounting operations. Previously, Kevin was a Managing Director for the Private Equity business at Fortress Investment Group. Kevin received a BS from Wake Forest… Read full bio

Sarah G. Roth

CEO, Argosy Capital

Sarah G. Roth is CEO of Argosy Capital, a diversified $2.3B AUM lower middle market private equity firm, where she is responsible for firm strategy and leads the firm’s investor relations, compliance and IT functions. Sarah joined Argosy Capital in 2… Read full bio

Igor Rudfeld

SVP, Senior Direct Investment Controller, HarbourVest Partners

Igor Rudfeld joined HarbourVest’s accounting team in 1997 and became a direct investment controller in 2007. He is primarily responsible for overseeing the reporting and valuation of direct investments and co-investments. Igor is also involved in a r… Read full bio

Sebastien Sacre

COO of Private Capital Fund Services, Northern Trust

Sebastien Sacre is a Senior Vice President and the Chief Operating Officer of the Private Capital Fund Services division of Northern Trust North America. In that role, Sebastien is responsible for the day-to-day operations and further enhancement of… Read full bio

Vik Sawhney

Chief Administrative Officer, Blackstone

Vik Sawhney is Blackstone’s Chief Administrative Officer and Global Head of Investor Relations & Business Development. Before joining Blackstone in 2007, Mr. Sawhney worked as a Managing Director in the Financial Sponsors Group at Deutsche Bank,… Read full bio

Dean Schaffer

Managing Director, Alter Domus

Dean joined Alter Domus in June 2021 and is a Managing Director. Based in New York, Dean has over 20 years of experience in the financial industry. He joined Alter Domus through its acquisition of Investors Economic Assurance (IEA), a global leader i… 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 finance professional with over 25 years of experience in private equity, plays a leading role in the firm's management, including ope… Read full bio

Todd Schneider

CFO & CCO, Delta Capital Partners Management LLC

Todd Schneider is the Chief Financial Officer & Chief Compliance Officer of Delta Capital and is responsible for investor reporting, regulatory compliance & reporting, tax, human resources, information technology, and office management. Prior… 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

KS Shah

Chief Financial Officer and Chief Compliance Officer, WestBridge Capital

Kshitij ("KS") Shah, the Chief Financial Officer and Chief Compliance Officer of WestBridge Capital, is based out of Silicon Valley. He has over 20 years of experience in the financial services industry. KS formerly served as Managing Director - Fina… Read full bio

Dinesh Shastri

Partner and Head of Product Development, OpEff Technologies

Mr. Shastri is the founding partner at OpEff Technologies which is an accounting technology and portfolio operations firm for hedge funds and private equity firms. Earlier in his days at OpEff Technologies he advised numerous investment management fi… Read full bio

Katie Stitch

Managing Director, W Capital Partners

Katie is a Managing Director at W Capital Partners, where she focuses on sourcing and evaluating new direct secondary and GP-led secondary transaction opportunities and managing the firm’s existing investments. Katie works with private equity GPs, ve… 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

Daisy Tung

Partner, Advisory, KPMG

Daisy Tung is a Partner with KPMG LLP within the Capital Markets Advisory practice. She has over 20+ years of experience advising large, global financial institutions with a proven track record in leading strategic and complex initiatives, reengineer… Read full bio

Jeanette Turner

Managing Director, Global Regulatory & Compliance Solutions, SEI

Jeanette Turner is Managing Director of Global Regulatory and Compliance within SEI’s Investment Manager Services division. Jeanette is an attorney with more than 15 years of experience working with the financial services industry. For 10 years, Jean… Read full bio

Katerina Tzouganatos

Principal, Deloitte

Katerina specializes in advising financial services companies on internal control matters to enhance their compliance, risk management, and governance programs. In her twenty year tenure within Deloitte’s Risk & Financial Advisory practice, she h… Read full bio

Stephen Wedemeyer

Chief Financial Officer, Carnelian Energy Capital

Mr. Wedemeyer is the Chief Financial Officer of Carnelian Energy Capital Management, L.P., where he oversees Carnelian’s accounting, finance and reporting functions. Prior to joining Carnelian, Mr. Wedemeyer was the Manager of Finance and Operations… Read full bio

Gerald Whelan

Tax Partner/Principal – EY Private Equity Tax Technical Leader, Ernst & Young LLP

Gerald is a New York based tax partner/principal in EY’s Financial Service Office with over 23 years of tax experience with EY. He is EY’s private equity (PE) US tax technical leader. Gerald also serves as EY’s US tax reform leader for PE and alterna… Read full bio

Irene Willard

Chief Financial Officer, Dunes Point Capital

Ms. Willard joined Dunes Point Capital in 2020. Prior to joining Dunes Point Capital, Ms. Willard was the Chief Financial Officer of The Raine Group’s Principal Business, where she developed the finance function for the Firm’s growth equity, venture… Read full bio

Alisa A. Wood

Member, Head of Private Market Strategies, KKR

Alisa A. Wood joined KKR in 2003 and is a Partner of the Firm. She leads the Private Market Strategies Group globally within KKR’s Client and Partner Group, looking after key product areas including private equity, infrastructure, energy real assets,… Read full bio

Patty Xu

CFO, Catalyst Investors

Patty is responsible for Catalyst’s accounting and reporting. Prior to joining Catalyst in 2012, Patty served as Vice President with JP Morgan Private Equity and Real Estate Fund Services where she managed a multimillion-revenue client relationship w… Read full bio

Mike Zack

Head of US Sales, Hazeltree

Mr. Zack joined Hazeltree in 2019 and is responsible for sales and presales for all US based clients. Prior to joining Hazeltree, Mike held a senior position at an early stage treasury management startup and help expand their business, globally. He h… Read full bio

Year-round networking for private equity CFOs and COOs

The 19th annual CFOs & COOs Forum New York returns as in-person, live event January 2022.

Connect with your CFO and COO peers, get maximum visibility for your firm, and maintain relationships across the industry.

Attendance at the Forum is now exclusive to CFO All Access – our industry-leading CFO and COO community. Request a trial to see how, in addition to attendance at the CFOs & COOs Forum New York, membership can help expand your network.


Meet our growing community of CFOs & COOs

ABRY Partners
Advent International
American Family Ventures
Avista Capital Partners
Blackrock
Center Rock Capital Partners
The Cynosure Group
Crestview Advisors
Fengate Asset Management
Five Point Energy
Flexpoint Ford
Frontier Growth
Fundamental Advisors LP
Greenspring Associates
Greyhound Capital Europe
HCI Equity Partners
Investindustrial
JMI Equity
Kohlberg & Company
Landmark Partners
Lindsay Goldberg
Lovell Minnick Partners
LLR Partners
Luther King Capital Management
MassMutual
Melody Investment Advisors
MiddleGround Capital
MidOcean Partners
New Harbor Capital
New Leaf Venture Partners
Onex
OrbiMed Advisors
ORIX Capital Partners
Ottawa Avenue Private Capital
Palladin Consumer Retail Partners LLC
Peak Rock Capital
Portland Private Equity
Promus Holdings
Resource Land Holdings
Revelstoke Capital Partners
SFW Capital Partners
Stripes Group
Tailwater Capital
Thomas H. Lee Partners
VMG Partners

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.

Save time building your network.

Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.

What our attendees are saying about CFOs & COOs Forum

James Crossen

Managing Director Finance Apollo Global Management

The top conference I have attended. Very relevant topics, a great cast of characters and a diverse group of firms represented.

Kristine O' Connor

Managing Director and CFO, Franklin Park

The Forum is consistently the best conference for finance professionals in the private equity industry! The event offers meaningful content, knowledgeable speak…

Read full testimonial

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

A must attend conference for me. Plan to expand to other members of the Finance team.

CFOs & COOs Forum New York attendees get more:

By attending the CFOs & COOs Forum New York you will join the most influential CFOs and COOs community. Membership will give you:

  • Access to the CFOs & COOs Forum New York
  • Access to all of PEI’s CFO events (both virtual and in-person)
  • Access to the member directory
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  • And much more …

2022 Agenda

Download the agenda to see the timely and relevant topics that were covered at the Forum.

All times are listed in Eastern Time (ET)

Day 1 Day 2
View agenda page

Agenda

Day one - Wednesday 27th

Registration
08:30 - 09:15

Registration – Continental breakfast

PEI Welcome
09:15 - 09:25

PEI Welcome & chair’s introduction

Chairman:
John Scerbo, Former CFO, L Catterton and Founding Member, Private Equity CFO Association New York Chapter

Chair’s welcome
09:25 - 09:30

Chair’s welcome

Plenary session
09:30 - 10:30

9th annual global CFO and COO benchmarking survey results

Kyle Burrell, April Evans, Stephanie Paine , Andrew W. Petri

In this session, we will review the results of the ninth annual survey of CFOs and COOs from across the globe. We’ve collected extensive data on people, processes, and planning for the future. The insight gained from the survey will provide the foundation for a robust discussion by an esteemed panel of CFOs and COOs representing a broad spectrum of private funds.

Moderator:
Kyle Burrell, Partner, Financial Services Office, Ernst & Young LLP

Panelists:
April Evans, Partner, CFO and CCO, Monitor Clipper Partners
Stephanie Paine, Partner and Chief Financial Officer, Pritzker Private Capital
Andrew W. Petri, Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners, L.L.C.

Kyle Burrell EY

Kyle Burrell

Partner, Financial Services Office, Ernst & Young LLP

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A speaker photo for April Evans

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

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A speaker photo for Stephanie Paine

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Read bio
A speaker photo for Andrew W. Petri

Andrew W. Petri

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

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

Networking coffee break

Think tanks
11:00 - 12:00

Think tank (GPs only): Bolstering the future of the firm with a solid succession plan

Stephen E. Hoey
  • Does your firm expect to see a succession event in the near future?
  • Laying the groundwork for succession
  • When is the right time to start identifying candidates?
  • How much LP disclosure is required regarding succession plans?
  • Determining if multiple candidates will be required to fill a role historically held by one person
  • How often do firms meet to identify successors?
  • Identifying successors by granting candidates some responsibility and authority to start to influence the business
  • Putting a process in place for a seamless transition
  • What does succession planning at end of fund life look like?

Facilitator:
Stephen E. Hoey, Chief Financial Officer, Vertica Capital Partners

A speaker photo for Stephen E.  Hoey

Stephen E. Hoey

Chief Financial Officer, Vertica Capital Partners

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11:00 - 12:00

Think tank (GPs only): Is private equity going through a talent revolution?

Todd Schneider
  • How are CFOs competing effectively in the war for talent?
  • Will paying whatever it takes or providing other benefits/alternatives win the race for talent?
  • Restoring the balance: closing talent gaps resulting from women leaving the workforce during the pandemic
  • Making a case for return to office when other firms are offering remote options
  • Increasing value of soft vs hard incentives—finding the right mix
  • Inventive strategies for retaining next generation talent
  • Do you incentivize using matching or leveraged coinvest?
  • Assessing how to maximize and leverage existing employees

Facilitator:
Todd Schneider, CFO & CCO, Delta Capital Partners Management LLC

A speaker photo for Todd Schneider

Todd Schneider

CFO & CCO, Delta Capital Partners Management LLC

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11:00 - 12:00

Think tank (GPs only): Are SPACs on your firm’s radar for 2022

  • Projections on SPACs formation and IPOs in the year ahead
  • Dissecting why PE is attracted to SPACs and the benefits of entering the evolving space
  • Does an increase in SPACs signal that firms should be giving the option another look?
  • Are SPACS an ideal way for firms to find liquidity and go public in a more controlled environment?
  • How does your firm view the growing SPACs market’s ability to bring companies public?
  • What has been the LP reception to the rising popularity of SPACs?
11:00 - 12:00

Think tank (GPs only): PE compensation trends

Mark Levitt
  • Conducting an analysis of your firm’s compensation and benefits
  • CFO compensation trends
  • What is competitive compensation by level of investment professional?
  • How do you compensate your employees? How does it compare to industry standards?
  • Identifying opportunities to augment terms of compensation
  • How do you incentivize employees?
  • Utilizing compensation surveys to benchmark against peers
  • Establishing a process to identify individual career goals to align opportunity and compensation

Facilitator:
Mark Levitt, Chief of Staff, Global Infrastructure Partners

A speaker photo for Mark Levitt

Mark Levitt

Chief of Staff, Global Infrastructure Partners

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11:00 - 12:00

Think tank (Service providers only): What every GP expects from their service providers

Rod James, Joshua Cherry-Seto, Omar Hassan, Sandra Kim-Suk, Stephen Wedemeyer
  • Private equity’s mounting acceptance of outsourcing
  • Methods for overcoming challenges with adopting new technologies
  • Collaborating with service providers as partners
  • Setting up regular touchpoints
  • Having clear dialogue on what your provider is doing
  • Making your service provider a part of the team
  • Ensuring third-party due diligence

Moderator:
Rod James, Senior Reporter, Private Equity International and Secondaries Investor

Panelists:
Joshua Cherry-Seto,
Managing Director, CFO & CCO, Blue Wolf Capital Partners
Omar Hassan, Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners
Sandra Kim-Suk, Chief Financial Officer, Engine No. 1
Stephen Wedemeyer, Chief Financial Officer, Carnelian Energy Capital

Rod James PEI Media

Rod James

Senior Reporter, Private Equity International and Secondaries Investor

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Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Managing Director, CFO & CCO, Blue Wolf Capital Partners

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A speaker photo for Omar Hassan

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Read bio
A speaker photo for Sandra Kim-Suk

Sandra Kim-Suk

Chief Financial Officer, Engine No. 1

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A speaker photo for Stephen Wedemeyer

Stephen Wedemeyer

Chief Financial Officer, Carnelian Energy Capital

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Networking luncheon
12:00 - 13:30

Networking luncheon

Breakout sessions I
13:30 - 14:20

Track A | Utilizing automation to maintain a competitive edge

Frank Anduiza, Rich Itri, Brad Pietras, Neeta Rastogi Singh
  • Examining how automation is redefining PE firm processes
  • How do you define emerging tech within your firm?
  • How firms should be using emerging technologies to foster strategic growth
  • Adopting systems to automate ILPA templates
  • Budget friendly tools to help smaller firms automate
  • Leveraging automation and visualization for better decision-making
  • How do you sustain your advantage and/or not fall behind with the use of technology?
  • Automating the back office

Moderator:
Frank Anduiza, EVP, Head of Private Fund Sales, Ultimus LeverPoint Private Fund Solutions

Panelists:
Rich Itri,
Chief Innovation Officer, ECI
Brad Pietras, Director of Finance, Level Equity
Neeta Rastogi Singh, Chief Operating Officer, Activant Capital Group LLC

A speaker photo for Frank Anduiza

Frank Anduiza

EVP, Head of Private Fund Sales, Ultimus LeverPoint

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A speaker photo for Rich Itri

Rich Itri

Chief Innovation Officer, ECI

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A speaker photo for Brad Pietras

Brad Pietras

Director of Finance, Level Equity

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Neeta Rastogi, Activant

Neeta Rastogi Singh

Chief Operating Officer, Activant Capital Group LLC

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13:30 - 14:20

Track B | Establishing a successful dynamic for internal and external fundraising strategies

Anne Anquillare, CFA, Tony Braddock, Gerald Esposito, Alisa A. Wood
  • Future direction of the CFO function during a fundraise
  • Finding value-adds across the firm to contribute to the fundraise process
  • Positioning the firm to be able to launch a new fund with existing resources and technology
  • Will fundraising continue to employ virtual meetings?
  • Making changes to how the firm presents in a virtual environment: scaling webinars, presentations and collateral
  • How different are in-person and virtual due diligence meetings during fundraising?
  • Fielding an increase in ESG policy questions
  • Are placement agents playing a larger role in providing fundraising support?
  • How are LPs utilizing track record data in the decision process?

Moderator:
Anne Anquillare, CFA, Head of CSC U.S. Fund Services

Panelists:
Tony Braddock,  Chief Financial Officer, Stellex Capital Management LLC
Gerald Esposito, Partner, CFO & CCO, Newbury Partners
Alisa A. Wood, Member, Head of Private Market Strategies, KKR

A speaker photo for Anne Anquillare, CFA

Anne Anquillare, CFA

Head of CSC U.S. Fund Services

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A speaker photo for Tony Braddock

Tony Braddock

Chief Financial Officer, Stellex Capital Management LLC

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A speaker photo for Gerald Esposito

Gerald Esposito

Partner, CFO & CCO, Newbury Partners

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A speaker photo for Alisa A.  Wood

Alisa A. Wood

Member, Head of Private Market Strategies, KKR

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13:30 - 14:20

Track C | One year later: tax reform and the Biden administration

Gerald Whelan, Noah Becker, Béla Schwartz
  • Overview of tax legislation and regulatory changes
  • Affirmative planning for potential tax changes
  • Pivotal focus areas: corporate minimum tax, personal tax surcharge, carried interest and stock buyback tax
  • Dissecting the impact of tax reform on senior professionals
  • How does the increasing cash tax drive what firms do with portfolio companies?
  • Impact of carry and interest limitations tax on portfolio companies
  • Recent state and local tax developments – including the passthrough entity tax
  • Investor sensitivities—fund structure and tax reporting
  • Emerging cross-border tax developments – including BEPS 2.0
  • What is on your radar at the fund or portfolio company level?

Moderator:
Gerald Whelan, Tax Partner/Principal – EY Private Equity Tax Technical Leader, Ernst & Young LLP

Panelists:
Noah Becker,
Chief Financial Officer, LLR Partners
Béla Schwartz, CFO, The Riverside Company

A speaker photo for Gerald Whelan

Gerald Whelan

Tax Partner/Principal – EY Private Equity Tax Technical Leader, Ernst & Young LLP

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A speaker photo for  Noah	 Becker

Noah Becker

Chief Financial Officer, LLR Partners

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A speaker photo for Béla  Schwartz

Béla Schwartz

CFO, The Riverside Company

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13:30 - 14:20

Track D | Reevaluating methods and implementing new approaches for streamlining firm operations

Daisy Tung, Brandon Baudin, Jay Farber, Richard Lee, CPA, Nickie Norris
  • Surveying what is driving operational efficiency at the firm to uncover additional areas of opportunity
  • Is your firm readying for value creation initiatives to drive efficiency?
  • Assessing how the finance team can deliver efficiency to support the business
  • Taking another look at outsourcing: which functions can be outsourced and what remains in-house?
  • What technologies are being utilizing across the firm from an operational perspective?
  • Understanding who is responsible for and owns the system initiatives at your firm
  • Adhering to ILPA standards to address increasing LP expectations

Moderator:
Daisy Tung, Partner, Advisory, KPMG

Panelists:
Brandon Baudin, Chief Financial Officer, The Sterling Group
Jay Farber, Head of Growth, Juniper Square
Richard Lee, CPA, Chief Financial Officer, The Cynosure Group
Nickie Norris, Senior Partner, COO, CCO, New Heritage Capital

A speaker photo for Daisy Tung

Daisy Tung

Partner, Advisory, KPMG

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A speaker photo for Brandon Baudin

Brandon Baudin

Chief Financial Officer, The Sterling Group

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A speaker photo for Jay Farber

Jay Farber

Head of Growth, Juniper Square

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A speaker photo for Richard Lee, CPA

Richard Lee, CPA

Chief Financial Officer, The Cynosure Group

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A speaker photo for Nickie Norris

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

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13:30 - 14:20

Track E | Technology spotlight

Tony Paredes, Andrew Edelman, Jeremy Barlow

Discover new automated solutions firms are implementing to address challenges and the best technology to help with accounting, transparency, reporting and more.

1:30pm
Empowering investors with next generation onboarding

Speaker:
Tony Paredes, Vice President, Head of Global Business Development, Anduin

1:45pm
Employing User-Centric Portfolio Monitoring to Increase Productivity

Speaker:
Andrew Edelman, VP of Sales, Cobalt, a FactSet Company

2:00pm
How to simplify MIP/option admin & waterfall analysis for PE firms

Speaker:
Jeremy Barlow, Head of Commercial, Diligent Investors

A speaker photo for Tony Paredes

Tony Paredes

Vice President, Head of Global Business Development, Anduin

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A speaker photo for Andrew Edelman

Andrew Edelman

VP of Sales, Cobalt, a FactSet Company

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A speaker photo for Jeremy Barlow

Jeremy Barlow

Head of Commercial, Diligent Equity, Diligent

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Breakout sessions II
14:25 - 15:15

Track A | Orchestrating the management, normalization and utilization of data

Tim Buchner, Jeff Bohl, Omar Hassan, Jill Lampert, Daren Schneider
  • Growing importance of data across the firm
  • Models for getting an essential database from an inherently complex task
  • Best practices for achieving better organization of data
  • Finding a complimentary approach to consuming data from an Excel spreadsheet
  • Pulling data in a way that can be managed, utilized and shared—what tools do you need?
  • Steps for maintaining good, quality data over time
  • Deploying a company-wide platform to enable firmwide data solutions
  • Strategies for cleansing data and quality control
  • Is your firm using data warehouses, data lakes or business intelligence tools?
  • Analyzing firm data to make better investment decisions
  • How are firms utilizing data in a way that’s forward looking?
  • Data protection risk
  • Cybersecurity best practices and protocol

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

Panelists:
Jeff Bohl,
CFO, Ontra
Omar Hassan, Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners
Jill Lampert, Chief Financial and Administrative Officer, NGP Energy Capital Management
Daren Schneider, CFO & CCO, JLL Partners, LLC

A speaker photo for Tim Buchner

Tim Buchner

COO, Alpha for Private Markets, State Street

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A speaker photo for Jeff Bohl

Jeff Bohl

CFO, Ontra

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A speaker photo for Omar Hassan

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

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A speaker photo for Jill Lampert

Jill Lampert

Chief Financial and Administrative Officer, NGP Energy Capital Management

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A speaker photo for Daren Schneider

Daren Schneider

CFO & CCO, JLL Partners, LLC

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14:25 - 15:15

Track B | Holding on: improving performance and returns through continuation funds

Graham Bippart, Sara Huang, Bryan D. Hunkele, Katie Stitch
  • Unraveling the pros and cons of seeking longer term holds on companies
  • Are continuation funds an option for addressing supply and demand issues?
  • How do continuation funds de-risk assets?
  • Determining which assets have the potential to grow doing a continuation fund
  • What strategic approaches can firms take to extend funds and achieve positive performance results?

Moderator:
Graham Bippart, Editor, Private Funds CFO

Panelists:
Sara Huang,
Managing Director, Ardian
Bryan D. Hunkele, Partner, Ropes & Gray LLP
Katie Stitch, Managing Director, W Capital Partners

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO, Private Equity International

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A speaker photo for Sara Huang

Sara Huang

Managing Director, Ardian

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A speaker photo for Bryan D.  Hunkele

Bryan D. Hunkele

Partner, Ropes & Gray LLP

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A speaker photo for Katie Stitch

Katie Stitch

Managing Director, W Capital Partners

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14:25 - 15:15

Track C | How private equity is adjusting valuation methodology

Brian Garfield, CFA, ASA, John Beczak, Adam Freedman, Igor Rudfeld
  • State of valuations in a hot leverage and pricing market
  • What does PE do to prepare for 2022?
  • GP attitude towards lifting valuations in line with the large market valuation uplift
  • Valuations and audit review: are firms using a third-party or doing it in-house?
  • Benchmarking whether CFOs are responsible for valuation and how it’s evolved over time
  • Does the investment team or finance/accounting complete valuations?
  • Reviewing valuation policy changes made during the pandemic to determine the need to revert back
  • Is the SEC focusing more on valuation and disclosure?
  • Establishing a centralized data collection process with the finance and/or deal team
  • Are firms doing valuations based on WACC or making adjustments?
  • Best practices and where the industry is heading

Moderator:
Brian Garfield, CFA, ASA, Managing Director, Lincoln International

Panelists:
John M. Beczak, Chief Financial Officer, Resource Capital Funds
Adam Freedman, Chief Compliance Officer and Associate General Counsel, Angelo Gordon
Igor Rudfeld, Senior Vice President, Harbourvest

A speaker photo for Brian Garfield, CFA, ASA

Brian Garfield, CFA, ASA

Managing Director, Lincoln International

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A speaker photo for John  Beczak

John Beczak

Chief Financial Officer. Resource Capital Funds

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A speaker photo for Adam Freedman

Adam Freedman

Chief Compliance Officer and Associate General Counsel, Angelo Gordon

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A speaker photo for Igor Rudfeld

Igor Rudfeld

SVP, Senior Direct Investment Controller, HarbourVest Partners

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14:25 - 15:15

Track D | COO strategic initiatives: moving the back office toward operational efficiency

Barnaby Piggott , Jeffrey Gilbert, Vincent Korta, Heramb Ramachandran
  • Reassessing back office operating models to identify efficiencies
  • Achieving efficiency gains through back office deal tracking, accounting and CRM software integration
  • Identifying the operational elements COOs need to tackle as firms change
  • Managing growth and scale while establishing processes to meet new demands from LPs
  • Moving the firm toward better integrating systems
  • Wading through point solutions to ensure the firm is getting the right visibility into investments
  • Strategies for securing buy-in within the firm when operational efficiencies are needed and require a sizable investment
  • Putting resources in place to enable you to achieve more and decrease day-to-day tasks

Moderator:
Barnaby Piggott, CEO, Atlas by Holland Mountain

Panelists:
Jeffrey Gilbert, Chief Operating Officer and General Counsel, Carnelian Energy Capital
Vincent Korta, CFO & COO, 2B Living
Heramb Ramachandran, Chief Financial Officer, Sciens Capital Management LLC

A speaker photo for Barnaby  Piggott

Barnaby Piggott

CEO, Atlas by Holland Mountain

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A speaker photo for Jeffrey Gilbert

Jeffrey Gilbert

Chief Operating Officer and General Counsel, Carnelian Energy Capital

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A speaker photo for Vincent Korta

Vincent Korta

CFO & COO, 2B Living

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A speaker photo for Heramb	 Ramachandran

Heramb Ramachandran

Chief Financial Officer, Sciens Capital

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14:25 - 15:15

Track E | Technology spotlight

Dinesh Shastri, Eric Huttman

Discover new automated solutions firms are implementing to address challenges and the best technology to help with accounting, transparency, reporting and more.

2:25pm
Solving investor accounting complexities related to waterfall allocations and tracking LP commitments, calls and distributions

Speaker:
Dinesh Shastri, Partner and Head of Product Development, OpEff Technologies

2:40pm
Introducing FX-as-a-Service: the evolution of currency management

Speaker:
Eric Huttman, CEO, MillTechFX

 

A speaker photo for Dinesh Shastri

Dinesh Shastri

Partner and Head of Product Development, OpEff Technologies

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A speaker photo for Eric Huttman

Eric Huttman

CEO, MillTechFX

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Networking coffee break
15:15 - 15:45

Networking coffee break

Plenary session
15:45 - 16:35

How can CFOs and COOs be more additive to firm initiatives?

Michael Patanella, Joshua Cherry-Seto, Dina M. Colombo, Rishi Kotecha , Thomas Mayrhofer
  • Evolving skills: how the role has changed and will function 5-10 years from now
  • Tools CFOs and COOs use to effectively manage the growing demand on time and resources
  • Prioritizing responsibilities when concurrent deliverables have critical levels of importance
  • How are CFOs enhancing the support provided to portfolio companies?
  • How do you split CFO vs COO responsibilities?
  • Weighing in on outsourcing decisions
  • Managing in-house and outsourced functions
  • CFO role in the IR and fundraising processes
  • How CFOs are assisting in making portfolio companies as profitable as possible
  • Playing a strategic role in the firm’s considerations about its balance sheet
  • Different hats CFOs wear throughout the span your career
  • Overcoming challenges around adopting new technologies

Moderator:
Michael Patanella, Managing Partner – Asset Management, Grant Thornton

Panelists:
Joshua Cherry-Seto, Managing Director, CFO & CCO, Blue Wolf Capital Partners
Dina M. Colombo, Partner, COO & CFO, GreyLion Capital
Rishi Kotecha, Head of General Partner Segment, BlackRock
Thomas Mayrhofer, Chief Operating Officer, EJF Capital, LLC

A speaker photo for Michael Patanella

Michael Patanella

Managing Partner - Asset Management, Grant Thornton

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Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Managing Director, CFO & CCO, Blue Wolf Capital Partners

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A speaker photo for Dina M.  Colombo

Dina M. Colombo

Partner, COO & CFO, GreyLion Capital

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A speaker photo for Rishi  Kotecha

Rishi Kotecha

Head of General Partner Segment, BlackRock

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A speaker photo for Thomas Mayrhofer

Thomas Mayrhofer

Chief Operating Officer, EJF Capital, LLC

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Keynote
16:35 - 17:20

Keynote interview

Vik Sawhney, Rich Melville

Interviewee:
Vik Sawhney, Chief Administrative Officer, Blackstone

Interviewer:
Rich Melville, Editorial Director – U.S.,PEI

A speaker photo for Vik Sawhney

Vik Sawhney

Chief Administrative Officer, Blackstone

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A speaker photo for Rich Melville

Rich Melville

Editorial Director, US, PEI Media

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Cocktail reception and end of day one
17:20 - 18:20

Cocktail reception and end of day one

Agenda

Day two - Thursday 28th

Invitation-only think tanks
08:15 - 09:45

CFOs and COOs think tank

08:15 - 09:45

CCOs think tank

08:15 - 09:45

Senior finance executive think tank

Continental breakfast
09:00 - 09:55

Continental breakfast

Opening remarks
09:55 - 10:00

Chair’s opening remarks

Chairman:
John Scerbo, Former CFO, L Catterton and Founding Member, Private Equity CFO Association New York Chapter

Plenary session
10:00 - 10:50

Adapting to hybrid work environments in a historically in-office culture

Georges Archibald, Tracey Chaffin, Mark Magerman, PhD, PCC, Lance Taylor
  • Is remote and hybrid working the new normal for private equity?
  • Exploring the purpose of “office” for your organization?
  • What are firms doing to address the ever-increasing demand for work from home?
  • Striking the right balance for your firm: number of days per week, rolling, etc.
  • The role of behavioral health in adapting to hybrid working environments
  • Hybrid work environment cultural and organizational design elements
  • Importance of having the right technology in place to operate productively in a remote/hybrid environment
  • Methods for fostering engagement and growth of hybrid/remote back-office employees when the investment team is in the office
  • How to monitor performance and identify high performers
  • Conducting remote finance team oversight in a post-COVID work environment
  • Unintended consequences of people not being in the office
  • Are firms concerned about attrition?
  • How to attract and retain talent when other firms offer more appealing hybrid or remote arrangements

Moderator:
Georges Archibald, Regional Managing Director – Americas, Apex Group Ltd.

Panelists:
Tracey Chaffin, Partner and Chief Financial Officer, Pamlico Capital
Mark Magerman, PhD, PCC, Executive Coach, Organization Development Consultant, Gestalt Works
Lance Taylor, Partner & CFO, HGGC

A speaker photo for Georges Archibald

Georges Archibald

Regional Managing Director - Americas, Apex Group Ltd.

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A speaker photo for Tracey Chaffin

Tracey Chaffin

Partner and Chief Financial Officer, Pamlico Capital

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A speaker photo for Mark Magerman, PhD, PCC

Mark Magerman, PhD, PCC

Executive Coach, Organization Development Consultant, Gestalt Works

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A speaker photo for Lance  Taylor

Lance Taylor

Partner and Chief Financial Officer, HGGC

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Networking coffee break
10:50 - 11:20

Networking coffee break

Breakout sessions I
11:20 - 12:10

Track A | What’s in store for the future of carry?

Raoul Kamath, Kevin Richardson, Irene Willard, Patty Xu
  • Examining carry models that are simpler to administer and more equitable to manage
  • Carry vesting schedules: what are firms doing?
  • Examining GP carried interest waterfall structures and the impact on returns
  • How do you think about who is entitled to carry, considerations?
  • How does your firm allocate carry and who gets in the carry pool?
  • Should founders spread carry more evenly down into the organization?
  • What is the approach to fund new hires when all the carry has been allocated?
  • Bracing for a change in tax legislation and whether carry will be taxed like regular income
  • What kind of language are firms putting in LPAs to address the coming tax bill?
  • Considerations for doing phantom carry
  • Creative approaches for dealing with the carry rule

Moderator:
Raoul Kamath, US Regional Marketing & Sales Director, EWM Global

Panelists:
Kevin Richardson, Finance Director, Bregal Sagemount
Irene Willard, Chief Financial Officer, Dunes Point Capital
Patty Xu, CFO, Catalyst Investors

A speaker photo for Raoul Kamath

Raoul Kamath

Regional Director – Americas, EWM Global

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A speaker photo for Kevin Richardson

Kevin Richardson

Finance Director, Bregal Sagemount

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A speaker photo for Irene 	 Willard

Irene Willard

Chief Financial Officer, Dunes Point Capital

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A speaker photo for Patty  Xu

Patty Xu

CFO, Catalyst Investors

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11:20 - 12:10

Track B | What’s ahead for PE compliance: the next three years?

James Gaven, Adam Felsenthal, Matt Okolita, KS Shah
  • What regulatory changes is the industry anticipating from SEC Chair Gensler?
  • How are you being strategic in compliance?
  • Common issues firms encounter with respect to fees and expenses?
  • Implementing a process to ensure better data and reporting
  • Should PE anticipate an uptick in exams and enforcement actions?
  • Before the exam—considerations when preparing for a potential SEC visit
  • Recommendations for utilizing outsourced compliance consultants
  • CFO and COO accountability in the compliance process
  • Tracking timeline initiatives and trends from one SEC Chair to the next
  • Standing by for a prescriptive approach for the industry at large on ESG, reporting and disclosure requirements
  • Regulations on the horizon: crypto, capital gains tax and carried interest
  • New marketing rules

Moderator:
James Gaven, Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

Panelists:
Adam Felsenthal, General Counsel, Great Point Partners
Matt Okolita, Head of Outsourced Business Services, IQ-EQ
Kshitij Shah, Chief Financial Officer & Chief Compliance Officer, WestBridge Capital Partners

A speaker photo for James Gaven

James Gaven

General Counsel & Chief Compliance Officer, SK Capital Partners

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A speaker photo for Adam Felsenthal

Adam Felsenthal

General Counsel, Deputy Chief Compliance Officer, Great Point Partners

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A speaker photo for Matt Okolita

Matt Okolita

Head of Outsourced Business Services, IQ-EQ

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A speaker photo for KS Shah

KS Shah

Chief Financial Officer and Chief Compliance Officer, WestBridge Capital

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11:20 - 12:10

Track C | Analyzing how technology is interconnected with firm success

Dean Schaffer, Saba Ahmad, Jonathan Balkin, Jesse Burwell, Sandra Kim-Suk
  • Surveying the latest technology and tools for private equity
  • Ensuring your technology is ideal for the firm’s type of investments and required reporting
  • Determining what system to use for fund accounting
  • Leveraging technology to support waterfall calculations and carried interest allocations
  • Tools for organizing data and metrics
  • Providing necessary training and education for in-house use and remote access
  • Uncovering common integration challenges when launching new technologies
  • Incorporating user feedback into technology decisions
  • The role next generation technologies are playing in the investment decision-making process

Moderator:
Dean Schaffer, Managing Director, Alter Domus

Panelists:
Saba Ahmad,
Partner and Chief Operating Officer, Turning Rock Partners
Jonathan Balkin, Founder & Executive Director, Lionpoint Group
Jesse Burwell, CFO & Senior Managing Director, Liberty Strategic Capital
Sandra Kim-Suk, Chief Financial Officer, Engine No. 1

A speaker photo for Dean Schaffer

Dean Schaffer

Managing Director, Alter Domus

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A speaker photo for Saba Ahmad

Saba Ahmad

Partner and Chief Operating Officer, Turning Rock Partners

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A speaker photo for Jonathan Balkin

Jonathan Balkin

Founder & Executive Director, Lionpoint Group

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A speaker photo for Jesse Burwell

Jesse Burwell

CFO & Senior Managing Director, Liberty Strategic Capital

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A speaker photo for Sandra Kim-Suk

Sandra Kim-Suk

Chief Financial Officer, Engine No. 1

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11:20 - 12:10

Track D | How firms approach and view the use of subscription lines

Mike Zack, Noah Becker, Sam Cohn , Sarah G. Roth
  • Are you seeing an increase in the overall debt exposure in the funds?
  • What type of facilities are being used and how long is debt outstanding before repayment?
  • Using leverage to show increased returns given today’s low interest rates
  • Overview of hybrid facilities
  • Employing asset backed facilities at the portfolio level
  • What is the borrowing landscape like for your firm?
  • Do you use subscription lines for actual leverage or for bridging purposes?
  • SEC oversight into use of the line
  • Why UBTI has been sensitive issues with investors
  • Renewal process of subscription lines—what it entails
  • Calculating performance in a way that takes out the impact of subscription lines
  • DDQ and subscription line terms: how much you can call on commitments and how long do you keep it out there?
  • How to leverage your subscription lines to enhance returns

Moderator:
Mike Zack, Head of US Sales, Hazeltree

Panelists:
Noah Becker, Chief Financial Officer, LLR Partners
Sam Cohn, Chief Financial Officer – Credit & Venture, Perceptive Advisors
Sarah G. Roth, CEO, Argosy Capital

 

A speaker photo for Mike Zack

Mike Zack

Head of US Sales, Hazeltree

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A speaker photo for  Noah	 Becker

Noah Becker

Chief Financial Officer, LLR Partners

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A speaker photo for Sam Cohn

Sam Cohn

Chief Financial Officer - Credit & Venture, Perceptive Advisors

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A speaker photo for Sarah G. Roth

Sarah G. Roth

CEO, Argosy Capital

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Roundup sessions
11:20 - 12:10

Roundup A | Aligning ESG commitment with corporate strategy

Dave Clauson, Jacqueline Giammarco, Devin Holden
  • Advancing the firm from ESG awareness to implementing policies and procedures
  • Taking steps to make ESG a part of the firm’s DNA
  • How are firms tracking and enforcing ESG within portfolio companies?
  • Portfolio company ESG data: collection and frequency
  • Presenting accurate ESG initiatives to potential LPs
  • Tackling ESG reporting in response to more sophisticated LP questions
  • New ESG regulatory requirements
  • Examining the parameters and metrics of your ESG compliance policies
  • What is the SEC focusing on with disclosures?

Facilitators:
Dave Clauson,
Director, BKD, CPAs & Advisors
Jacqueline Giammarco, Chief Compliance Officer and Managing Director, Stone Point Capital LLC
Devin Holden, Compliance Director, NovaQuest Capital Management

A speaker photo for Dave Clauson

Dave Clauson

Director, BKD, CPAs & Advisors

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A speaker photo for Jacqueline Giammarco

Jacqueline Giammarco

Managing Director & Chief Compliance Officer, Stone Point Capital

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A speaker photo for Devin Holden

Devin Holden

Compliance Director, NovaQuest Capital Management

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11:20 - 12:10

Roundup B | Ensuring outsourced services are aligned with firm interests

Amy Knapp, Deneshea L. Phelps, Jeanette Turner
  • Checks and balances: getting comfortable with relinquishing a level of control to vendors
  • Formalizing the vendor selection process to guarantee you pick the right partner
  • Conducting service provider due diligence
  • Cost allocation of outsourced solutions
  • What are the hidden costs of insourcing vs outsourcing?
  • How much time does outsourcing really save the firm?
  • Examining the technologies needed to keep specific functions in-house
  • Can a strong CFO network be an alternative to hiring or outsourcing?
  • Having a productive and transparent relationship with your service providers
  • Management of outsourcing in relation to regulatory oversight

Facilitators:
Amy Knapp,
Partner and Chief Operating Officer, Corsair Capital
Deneshea L. Phelps, Chief Financial & Compliance Officer, Arlington Capital
Jeanette Turner, Managing Director, Global Regulatory & Compliance Solutions, SEI

A speaker photo for Amy Knapp

Amy Knapp

Partner and Chief Operating Officer, Corsair Capital

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A speaker photo for Deneshea L. Phelps

Deneshea L. Phelps

Chief Financial & Compliance Officer, Arlington Capital

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A speaker photo for Jeanette Turner

Jeanette Turner

Managing Director, Global Regulatory & Compliance Solutions, SEI

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Working groups
12:15 - 13:00

Group A | Building finance teams

Charmone Adams
  • Assessing what level of expertise you have in-house
  • Evaluating whether to hire for the finance team or does it make more sense to outsource
  • Focus on recruitment: using emerging/untraditional sources to assemble a pool of candidates
  • Do your diligence: outlining requirements for third-party service providers
  • Developing the junior finance team

Instructor:
Charmone Adams, Advisory Senior Manager, Grant Thornton LLP

A speaker photo for Charmone  Adams

Charmone Adams

Advisory Senior Manager, Grant Thornton LLP

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12:15 - 13:00

Group B | Cybersecurity policies and risk mitigation

Simon Eyre, Nathan Ford
  • Where does cyber risk rank on the list of challenges your firm faces today?
  • What are firms doing to proactively prevent hacks?
  • What should be the internal process if your firm gets hit by a cyberattack?
  • Using technology/ tools more robustly in cybersecurity initiatives
  • Implementing a process to lead the cybersecurity charge for your portfolio companies
  • Handling ODD questions that have an increased focused on cyber
  • How are other firms approaching cyber insurance?
  • Cybersecurity email standards: how do you treat PDF attachments?
  • Security measures for LPs who cannot/will not login to the investor portal
  • Use of password-protected or encrypted documents
  • Creating cybersecurity best practices and protocols around legacy systems with data in multiple places
  • Developing a cybersecurity training program for employees
  • Ensuring firm policies are up to par with SEC requirements

Instructors:
Simon Eyre, Chief Information Security Officer, Drawbridge
Nathan Ford, Senior Vice President, Business Development, Drawbridge

A speaker photo for Simon Eyre

Simon Eyre

Chief Information Security Officer, Drawbridge

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A speaker photo for Nathan Ford

Nathan Ford

Senior Vice President, Business Development, Drawbridge

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12:15 - 13:00

Group C | Secondary market: driving growth in fund restructuring

  • What does aging funds mean and how many are out there?
  • Market metrics and recent developments in the market
  • Economic insight on what can be seen in the data
  • Providing options for GPs and LPs seeking a way to structure out
  • Evaluating the process: timeline of how long these deals are supposed to take
  • Due diligence—perspectives on running and facilitating the deals
  • What diligence looks like from the funds side of the universe
  • Types of information and documents requested
  • What changes can fund managers expect with fair value accounting for secondary market transactions?
  • Tax and valuation issues to consider
Networking luncheon
13:00 - 14:05

Networking luncheon

Plenary sessions
14:05 - 14:55

Key considerations for addressing diversity, equity and inclusion issues in private equity

P. Thao Le, Hina Ahmad, Megan Chandler, Katerina Tzouganatos
  • Are DEI initiatives a matter of firm culture?
  • How much does LP pressure contribute to DEI policies?
  • Does your HR policy provide structure or outline diversity initiatives?
  • Tackling post pandemic talent gaps in an inclusive manner
  • How can the challenge of lack of diversity at entry and senior levels be solved?
  • What impact hiring should look like for PE and your firm
  • Changing how your firm approaches recruitment and hiring
  • Utilizing recruiters to assist in identifying the right candidates
  • Ensuring diverse hires are successful within the firm

Moderator:
P. Thao Le, Partner, Troutman Pepper

Panelists:
Hina Ahmad, Senior Managing Director & Chief Operating Officer, Capital Dynamics
Megan Chandler, Director, Global Talent Management, The Riverside Company
Katerina Tzouganatos, Principal, Deloitte

A speaker photo for P. Thao Le

P. Thao Le

Partner, Troutman Pepper

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A speaker photo for Hina Ahmad

Hina Ahmad

Senior Managing Director & Chief Operating Officer, Capital Dynamics

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A speaker photo for Megan Chandler

Megan Chandler

Director, Global Talent Management, The Riverside Company

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A speaker photo for Katerina  Tzouganatos

Katerina Tzouganatos

Principal, Deloitte

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15:00 - 15:50

Evolution and normalization of investor reporting

Sebastien Sacre, Shannon Dolan, Ruth E. Horowitz, Kristine O'Connor
  • How has investor reporting evolved over the past 10 years?
  • Primary areas of reporting that have changed the most in the last several years
  • Best practices for responding to ESG questionnaires and reporting on ESG metrics
  • Recent reporting on DEI initiatives
  • Handling ILPA templates and increasing side letter requests
  • Are ILPA templates used for specific investors or across the board for all investors?
  • Exploring different ways to manage data including technology implementation
  • What are you doing internally to get to a single point of truth?
  • Utilizing portals as the delivery mechanism to LPs
  • Will AGMs and diligence meetings remain virtual in the future?
  • Are investors requesting returns presented in accordance with GIPS?

Moderator:
Sebastien Sacre, COO of Private Capital Fund Services, Northern Trust

Panelists:
Shannon Dolan,
SVP, Asset Management & Private Markets, FIS
Ruth E. Horowitz, Vice President, Equity Mobilization Division, IFC and Head, IFC Asset Management Company
Kristine O’Connor, Managing Director and Chief Financial Officer, Franklin Park

A speaker photo for Sebastien Sacre

Sebastien Sacre

COO of Private Capital Fund Services, Northern Trust

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A speaker photo for Shannon Dolan

Shannon Dolan

SVP, Asset Management & Private Markets, FIS

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A speaker photo for Ruth E. Horowitz

Ruth E. Horowitz

Vice President, Equity Mobilization Division, IFC and Head, IFC Asset Management Company

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A speaker photo for Kristine O'Connor

Kristine O'Connor

Managing Director and Chief Financial Officer, Franklin Park

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End of conference
15:50 - 16:00

End of conference

Up to 15 CPE credits available

Earn up to 13.5 Continuing Professional Education (CPE) credits at this year’s CFOs & COOs Forum. 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.

 

COVID-19 vaccination requirements

 

As part of our commitment to safety at the CFOs & COOs Forum New York and following New York City and venue COVID-19 vaccination requirements, we are requiring that all attendees must provide proof of full COVID-19 vaccination status before checking into the event.

To expedite this process, PEI Media and the Sheraton New York Times Square Hotel will be using Health Pass by CLEAR, which provides secure, digital proof of COVID-related health insights via the CLEAR mobile app. Complete your health screening with Health Pass by CLEAR ahead of time for expedited check-in and entry. We will not be accepting NYC COVID Safe App or Excelsior Pass as a form of record of vaccination at the event. We are only accepting proof via Health Pass by CLEAR.

All attendees will receive the event specific Health Pass registration code before the event.

Questions? Please contact customerservices@peimedia.com.

Frequently asked questions

Will I need to be vaccinated to attend the CFOs & COOs Forum New York?

Yes. Only individuals who provide full proof of COVID-19 vaccination status via the Health Pass by CLEAR app will be allowed to enter the event.

Do I need to use Health Pass by CLEAR to attend the event? Can I bring my vaccine card or show a negative COVID-19 test result or use another app?

All attendees must use Health Pass by CLEAR to prove vaccination status. Attendees cannot only show a vaccine card upon entry, a negative COVID-19 test result, or the NYC COVID Safe App or Excelsior Pass. Verification via Health Pass by CLEAR must be presented on arrival to prove vaccination status.

What if I don’t download the app and complete Health Pass by CLEAR before arriving to the event?

We strongly encourage all attendees to download the CLEAR app and sign up for Health Pass by CLEAR at least 24 hours prior to the event to ensure your vaccination status is confirmed. If you do not this, please bring your vaccine card and a photo id with you to the venue to verify your information through the app onsite at the event. It can take up to 30 minutes for your vaccination status to be confirmed.

What is Health Pass by CLEAR?

CLEAR Health Pass is a free feature in the CLEAR app that provides an easy way to complete health screenings for a safer, easier return to events. After a quick one-time enrollment, you’ll follow instructions to comply with health requirements for the venue. Upload your CDC vaccine card or link to your vaccine provider.

How do I use Health Pass by CLEAR?

  1. Download the CLEAR app and tap on the white Health Pass tile.
  2. Tap “Enroll or verify your in CLEAR” to create your CLEAR member account
    1. New to CLEAR? When prompted, enter your email address, phone number and have your gov’t issued photo ID ready to complete enrollment.
    2. Already a CLEAR member? Use the email address associated with your membership and snap a quick selfie to verify your identity
  3. Continue to follow prompts on the Entry Requirements page to securely confirm your proof of vaccination. Upload a photo of your vaccine card or select your vaccine provider to verify your proof of vaccination.
  4. After your vaccination upload, two weeks prior to the event, a code is provided by PEI Media specific to the CFOs & COOs Forum New York to confirm your identity for the event in the app. Open the health pass to get your verification result. Green means you’re good to go!

Please note that once your vaccination record is uploaded to the platform, it can take up to 30 minutes for your status to be verified. All attendees are strongly encouraged to complete this process at least 24 hours before the event.

How does CLEAR protect my personal data?

Privacy is at the center of everything at CLEAR and they are fully committed to protecting members’ information. Personal information is never sold or rented. Personal information is only used to deliver a frictionless and secure experience with CLEAR.

I am already registered for the CFOs & COOs Forum New York, how do I confirm my vaccination status?

Email communications are being sent to all attendees regarding Health Pass by CLEAR and the CLEAR app can be downloaded right away to start verifying your vaccination. Attendees are strongly encouraged to verify vaccine status at least 24 hours prior to the event. The event specific code needed to confirm your identity will be sent to all attendees two weeks prior to the event.

 

Any questions regarding the event and vaccination requirements should be sent to customerservices@peimedia.com.

sheraton hotel
The Sheraton NY Times Square Hotel
811 7th Avenue, 53rd street
New York, NY 10019

All conference sessions will take place at the Sheraton NY Times Square 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 or call reservations and mention PEI CFOs & COOs Forum at 1-888-627-7067.

*Please note the group rate is only available on or before April 8th.

Book a room