Now part of CFO All Access

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

The industry defining CFOs & COOs Forum is now one of the many essential networking and learning opportunities you will get throughout the year with your CFO All Access membership.

The only way you can attend this year’s event is with a CFO All Access membership. It won’t cost you any more to access this year’s virtual event, and will give you exclusive access to future live events once they return. 

Learn more

Redefining the private equity CFO & COO role

Now in its 18th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking. This year’s virtual Forum is one of the many benefits you will receive with a CFO All Access membership.

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.

This year’s virtual Forum features insightful keynotes, panels, working groups, live Q&As, think 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.

2021 Keynote speaker

Damien Dwin
Founder and Chief Executive Officer
Lafayette Square

Damien Dwin is an American businessman and investor who currently serves as the Chief Executive Officer of Lafayette Square. He founded Lafayette in November of 2020 as a model investment platform that deploys services-backed capital to local communities, independent businesses, and diverse investors. Lafayette Square is built for inclusion—here to change the financing paradigm and investing in an American economy worth believing in.

2021 Discussion topics

» Virtual fundraising

» Investor reporting

» Valuation

» Transparency

» LP communications

» Human capital & talent management

» Diversity and inclusion

» SEC examinations

» Data management

» Secondaries

» Succession planning

» Technology innovation and implementation

» Cybersecurity

» Tax updates

 

» Regulation and compliance

» Crisis and risk management

» ESG

» Subscription lines

» Operational efficiency

» Retailization of PE

» LPA amendments

» Carried interest and more

Download the 2021 digital event guide

– Agenda highlights – view breakout sessions, plenary sessions, think tanks, interactive chat sessions and more

– Speakers – hear from the leaders in private equity

– Networking opportunities – create a profile, schedule meetings, and send private messages

– Companies attending – view the companies registered to attend

– CFO All Access – learn more about a CFO All Access membership

Past CFO & COO attendees include

Connect with your peers facing the same challenges in private equity. Cultivate a go-to list of confidants, advisors and champions in the industry, including CFOs, COOs, SVPs, Directors and other senior finance and operations executives.
ABRY Partners
ACON Investments
Advent International
AEA Investors
Audax Group
Bain Capital
Berkshire Partners
Bernhard Capital Partners
Blue Wolf Capital Partners
Brookfield Capital Partners
BV Investment Partners
Castlelake
Cornell Capital
Crestview Advisors
EnCap Investments
FFL Partners
Five Point Energy
General Atlantic
Genstar Capital
GI Partners
Goldman Sachs
Hellman & Friedman
HGGC
IFC Asset Management Co.
Insight Equity Partners
JLL Partners
KKR & Co.
Kohlberg & Co.
KSL Capital Partners
L Catterton
Leonard Green & Partners
LLR Partners
MidOcean Partners
Monitor Clipper Partners
Morgan Stanley Capital Partners
Multiples Alternate Asset Management
New Mountain Capital
NGP Energy Capital Management
Norwest Equity Partners
Nova Infrastructure
Palladium Equity Partners
Pantheon
Patria Finance
Pearl Energy Investments
Pritzker Private Capital
Providence Equity Partners
Quantum Energy Partners
Renewable Resources Group
Rhone Group
Ridgemont Equity Partners
The Riverside Company
Sequoia Capital
Silver Lake
Star Mountain Capital
The Sterling Group
TA Associates
Tailwater Capital
Thoma Bravo
TowerBrook Capital Partners
TPG Capital
Veritas Capital
Wynnchurch Capital

What our attendees say about the 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.

Your CFO All Access membership includes:

Only CFO All Access members can attend the 2021 virtual CFOs & COOs Forum. Become a member today and receive access to a whole year of peer-to-peer networking, Forums and targeted Deep Dives. See the full schedule below and click an activity for more information.

Please note annual agenda is subject to change

2021 agenda

View each tab below to explore the 2021 agenda featuring insightful breakouts, panel discussions, working groups and networking opportunities for the leaders in finance and operations.

For speaking opportunities at the 2021 Forum, contact Shamara Ray at shamara.r@peimedia.com.

All times are listed in Eastern Time (ET)

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 9th

Plenary sessions
09:15 - 09:25

PEI welcome & chair’s introduction

09:20 - 09:25

CFO All Access Community

09:25 - 10:05

Keynote interview

10:05 - 11:05

8th annual global CFO and COO benchmarking survey results

Kyle Burrell, Robert S. Hull, Mark Lessing , Anna May L. Trala

In this session, we will review the results of the eighth 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:
Robert S. Hull, Partner, Global CFO and COO, L Catterton
Mark Lessing, Chief Financial Officer & Managing Director, Insight Partners
Anna May L. Trala, Managing Director and Chief Financial Officer, GTCR

Kyle Burrell EY

Kyle Burrell

Partner, Financial Services Office, Ernst & Young LLP

Read bio
Robert Hull L Catterton

Robert S. Hull

Partner, Global CFO and COO, L Catterton

Read bio
A speaker photo for Mark Lessing

Mark Lessing

Chief Financial Officer & Managing Director, Insight Partners

Read bio
Anna May Trala GTCR

Anna May L. Trala

Managing Director and Chief Financial Officer, GTCR

Read bio
11:05 - 11:15

A special CFOs & COOs Forum Tribute

11:15 - 11:30

Networking break

Breakout sessions
11:30 - 12:20

Track A | Virtual fundraising: best practices and lessons learned thus far

Nisha Kumar, Kristen Laguerre , Drew Phillips, Adam Weinstein
  • Is virtual fundraising here to stay?
  • Examining how the current environment has accelerated virtual fundraising approaches
  • What did the firm change while conducting fundraising during a pandemic?
  • Determining an optimal technology platform for a virtual fundraise process
  • How receptive have investors been to new fundraising methods?
  • Is there a trend of LPs making commitments to funds in a completely virtual manner?
  • Best practices for selling companies via virtual roadshows

Panelists:
Nisha Kumar, Managing Director and Chief Financial Officer, Greenbriar Equity
Kristen Laguerre, Managing Director, Chief Financial Officer and Chief Operating Officer, MPM Capital
Drew Phillips, Partner & Chief Operating Officer, Atalaya Capital Management
Adam Weinstein, Managing Director, New Mountain Capital

A speaker photo for Nisha Kumar

Nisha Kumar

Managing Director and Chief Financial Officer, Greenbriar Equity

Read bio
A speaker photo for Kristen Laguerre

Kristen Laguerre

Managing Director, Chief Financial Officer and Chief Operating Officer, MPM Capital

Read bio
A speaker photo for Drew  Phillips

Drew Phillips

Partner & Chief Operating Officer, Atalaya Capital Management

Read bio
A speaker photo for Adam Weinstein

Adam Weinstein

Managing Director, New Mountain Capital

Read bio
11:30 - 12:20

Track B | Achieving day-to-day operational efficiency

Sonny Cheng, Ryan Keough, Amy Knapp, Arthur Zuckerman
  • Dissecting the operational elements that are changing at mid-market firms
  • Finding the right technology solution to ensure proper management of deals and portfolios
  • A closer look at how managers are approaching operational due diligence and best practices to meet investor needs
  • How do CFOs set up a fund?
  • Key factors for constructing a finance team
  • Determining what to outsource when wearing multiple hats

Panelists:
Sonny Cheng,
Director, Throgmorton an Apex Company
Ryan Keough,
Chief Revenue Officer, Allvue Systems
Amy Knapp, Partner and Chief Operating Officer, Corsair Capital
John Yantsulis, CFO & Partner, Searchlight Capital Partners
Arthur Zuckerman, Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

A speaker photo for Sonny Cheng

Sonny Cheng

Director, Throgmorton an Apex Company

Read bio
A speaker photo for Ryan Keough

Ryan Keough

Chief Revenue Officer, Allvue Systems

Read bio
A speaker photo for Amy Knapp

Amy Knapp

Partner and Chief Operating Officer, Corsair Capital

Read bio
A speaker photo for Arthur Zuckerman

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

Read bio
11:30 - 12:20

Track C | Strategies to harness and leverage data across the firm

Omar Hassan, Brandon Baudin, Shannon Dolan, Kimberly Evans, Heramb Ramachandran
  • Tools to utilize operating and performance data throughout the firm
  • Evaluating resource and budget allocation for data spend
  • Making sure the firm has real-time data to calculate valuation to meet auditor requirements
  • Tapping the right internal team to lead data and integration projects
  • Determining how to measure success with ongoing data projects
  • What data and metrics are required for standard LP reports?
  • Has the use of Excel decreased with improved data strategies?

Moderator:
Omar Hassan, Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Panelists:
Brandon Baudin, Chief Financial Officer, The Sterling Group
Shannon Dolan, SVP, Business Unit Executive – Asset Management and Private Markets, FIS
Kimberly Evans, Senior Vice President, North America Head of Private Capital Fund Services, Northern Trust
Heramb Ramachandran, Chief Financial Officer, Sciens Capital Management LLC

A speaker photo for Omar Hassan

Omar Hassan

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

Read bio
A speaker photo for Brandon Baudin

Brandon Baudin

Chief Financial Officer, The Sterling Group

Read bio
A speaker photo for Shannon Dolan

Shannon Dolan

SVP, Business Unit Executive - Asset Management and Private Markets, FIS

Read bio
A speaker photo for Kimberly  Evans

Kimberly Evans

Senior Vice President, North America Head of Private Capital Fund Services, Northern Trust

Read bio
A speaker photo for Heramb	 Ramachandran

Heramb Ramachandran

Chief Financial Officer, Sciens Capital Management LLC

Read bio
11:30 - 12:20

Track D | Implementing ESG initiatives at the firm and portfolio level

Tom Alabaster, Eugenie M. Cesar-Fabian, Megan Gentilesco, Melissa Gliatta, Giulianna Ruiz
  • How important is ESG to investors?
  • Delving into common investor questions surrounding ESG strategies
  • Taking intentional steps toward diversity, equality and inclusion through the prism of ESG policies
  • Will ESG become a hot button issue for U.S. LPs to match foreign LP demand?
  • What level of reporting do LPs require from GPs?
  • How challenging is it for GPs to comply with LP ESG demands?

Moderator:
Tom Alabaster, Partner, Ropes & Gray

Panelists:
Eugenie M. Cesar-Fabian, Partner, General Counsel & CCO, Palladium Equity Partners, LLC
Megan Gentilesco, Global Credit and Global Private Equity Fund Services, BNY Mellon
Melissa Gliatta, COO, Thor Equities, LLC
Giulianna Ruiz, Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

A speaker photo for Tom Alabaster

Tom Alabaster

Partner, Ropes & Gray

Read bio
A speaker photo for Eugenie M.  Cesar-Fabian

Eugenie M. Cesar-Fabian

Partner, General Counsel & CCO, Palladium Equity Partners, LLC

Read bio
A speaker photo for Megan Gentilesco

Megan Gentilesco

Global Credit and Global Private Equity Fund Services, BNY Mellon

Read bio
A speaker photo for Melissa Gliatta

Melissa Gliatta

COO, Thor Equities, LLC

Read bio
A speaker photo for Giulianna Ruiz

Giulianna Ruiz

Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

Read bio
Take a quick lunch break or join a Q&A session to ask your pressing questions of the panelists, and your peers, to advance the discussions from the morning breakouts
12:20 - 12:50

Lunch

Take a quick lunch break or join the networking Q&A sessions

12:25 - 12:45

Track A | Q&A for 11:30 fundraising panel

Nisha Kumar, Kristen Laguerre , Drew Phillips, Adam Weinstein

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the morning breakout sessions.

Panelists:
Nisha Kumar, Managing Director and Chief Financial Officer, Greenbriar Equity
Kristen Laguerre, Managing Director, Chief Financial Officer and Chief Operating Officer, MPM Capital
Drew Phillips, Partner & Chief Operating Officer, Atalaya Capital Management
Adam Weinstein, Managing Director, New Mountain Capital

A speaker photo for Nisha Kumar

Nisha Kumar

Managing Director and Chief Financial Officer, Greenbriar Equity

Read bio
A speaker photo for Kristen Laguerre

Kristen Laguerre

Managing Director, Chief Financial Officer and Chief Operating Officer, MPM Capital

Read bio
A speaker photo for Drew  Phillips

Drew Phillips

Partner & Chief Operating Officer, Atalaya Capital Management

Read bio
A speaker photo for Adam Weinstein

Adam Weinstein

Managing Director, New Mountain Capital

Read bio
12:25 - 12:45

Track B | Q&A for 11:30 operational efficiency panel

Sonny Cheng, Ryan Keough, Amy Knapp, Arthur Zuckerman

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the morning breakout sessions.

Panelists:
Sonny Cheng,
Director, Throgmorton an Apex Company
Ryan Keough,
Chief Revenue Officer, Allvue Systems
Amy Knapp, Partner and Chief Operating Officer, Corsair Capital
John Yantsulis, CFO & Partner, Searchlight Capital Partners
Arthur Zuckerman, Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

A speaker photo for Sonny Cheng

Sonny Cheng

Director, Throgmorton an Apex Company

Read bio
A speaker photo for Ryan Keough

Ryan Keough

Chief Revenue Officer, Allvue Systems

Read bio
A speaker photo for Amy Knapp

Amy Knapp

Partner and Chief Operating Officer, Corsair Capital

Read bio
A speaker photo for Arthur Zuckerman

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

Read bio
12:25 - 12:45

Track C | Q&A for 11:30 data panel

Omar Hassan, Brandon Baudin, Shannon Dolan, Kimberly Evans, Heramb Ramachandran

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the morning breakout sessions.

Moderator:
Omar Hassan, Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Panelists:
Brandon Baudin, Chief Financial Officer, The Sterling Group
Shannon Dolan, SVP, Business Unit Executive – Asset Management and Private Markets, FIS
Kimberly Evans, Senior Vice President, North America Head of Private Capital Fund Services, Northern Trust
Heramb Ramachandran, Chief Financial Officer, Sciens Capital Management LLC

A speaker photo for Omar Hassan

Omar Hassan

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

Read bio
A speaker photo for Brandon Baudin

Brandon Baudin

Chief Financial Officer, The Sterling Group

Read bio
A speaker photo for Shannon Dolan

Shannon Dolan

SVP, Business Unit Executive - Asset Management and Private Markets, FIS

Read bio
A speaker photo for Kimberly  Evans

Kimberly Evans

Senior Vice President, North America Head of Private Capital Fund Services, Northern Trust

Read bio
A speaker photo for Heramb	 Ramachandran

Heramb Ramachandran

Chief Financial Officer, Sciens Capital Management LLC

Read bio
12:25 - 12:45

Track D | Q&A for 11:30 ESG panel

Tom Alabaster, Eugenie M. Cesar-Fabian, Megan Gentilesco, Melissa Gliatta, Giulianna Ruiz

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the morning breakout sessions.

Moderator:
Tom Alabaster, Partner, Ropes & Gray

Panelists:
Eugenie M. Cesar-Fabian, Partner, General Counsel & CCO, Palladium Equity Partners, LLC
Megan Gentilesco, Global Credit and Global Private Equity Fund Services, BNY Mellon
Melissa Gliatta, COO, Thor Equities, LLC
Giulianna Ruiz, Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

A speaker photo for Tom Alabaster

Tom Alabaster

Partner, Ropes & Gray

Read bio
A speaker photo for Eugenie M.  Cesar-Fabian

Eugenie M. Cesar-Fabian

Partner, General Counsel & CCO, Palladium Equity Partners, LLC

Read bio
A speaker photo for Megan Gentilesco

Megan Gentilesco

Global Credit and Global Private Equity Fund Services, BNY Mellon

Read bio
A speaker photo for Melissa Gliatta

Melissa Gliatta

COO, Thor Equities, LLC

Read bio
A speaker photo for Giulianna Ruiz

Giulianna Ruiz

Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

Read bio
Breakout sessions
12:50 - 13:40

Track A | Valuation of troubled companies as a result of COVID

Lisa Costello, Brian Garfield
  • Managing valuations for companies that have declined due to the pandemic
  • What creative approaches are firms applying to valuation practices?
  • How are auditors getting valuations done using a pro-forma outside of COVID valuation methodology?
  • EBITDAC: surveying the COVID impact to EBITDA and methods for doing valuations

Panelists:
Lisa Costello, CFO, HCI Equity Partners
Brian Garfield, Managing Director, Lincoln International

A speaker photo for Lisa Costello

Lisa Costello

CFO, HCI Equity Partners

Read bio
A speaker photo for Brian  Garfield

Brian Garfield

Managing Director, Lincoln International

Read bio
12:50 - 13:40

Track B | Adapting to a remote environment while transitioning to a return to work strategy

Linda Quaranto, Steven DeCillis II, Stephanie Paine , Abrielle Rosenthal
  • Safety first: ensuring the health and safety of the team
  • Employing vaccine implementation as a part of return to work strategy
  • What does returning to the office look like for your firm?
  • Establishing criteria and protocol for travel—who can travel under what circumstances
  • Modifying methods for relationship building with companies, management teams and limited partners
  • Implementing enhanced global communication
  • Ensuring your junior staff receive the support they need

Moderator:
Linda Quaranto, Managing Director, Human Capital Financial Services Consulting, Deloitte

Panelists:
Steven DeCillis II,
Partner & Chief Financial Officer, AEA Investors LP
Stephanie Paine, Partner and Chief Financial Officer, Pritzker Private Capital
Abrielle Rosenthal, Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

A speaker photo for Linda  Quaranto

Linda Quaranto

Managing Director, Human Capital Financial Services Consulting, Deloitte

Read bio
A speaker photo for Steven DeCillis II

Steven DeCillis II

Partner & Chief Financial Officer, AEA Investors LP

Read bio
A speaker photo for Stephanie Paine

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Read bio
A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Read bio
12:50 - 13:40

Track C | Investor reporting: how the structure and metrics have changed

Tony Braddock
  • Evolution of methods to communicate better with LPs
  • What information are firms now regularly providing that wasn’t provided pre-pandemic?
  • Adopting ILPA templates and partnering with a solution provider to push out reporting through a platform
  • Pros and cons of utilizing technology to pull data and auto-populate templates
  • Best practices for providing consistent reporting to investors
  • Reporting to LPs during COVID: webinars and virtual AGMs

Panelist:
Tony Braddock, Chief Financial Officer, Stellex Capital Management

A speaker photo for Tony Braddock

Tony Braddock

Chief Financial Officer , Stellex Capital Management

Read bio
12:50 - 13:40

Track D | Tax updates: legislative, regulatory and reporting

Gerald Whelan, Noah Becker, James Stevenson
  • Appraising potential tax changes under a new administration
  • Exploring tax regulation influence on private equity
  • Responding to LP inquiries on the increase of state tax withholding forms
  • Staying abreast of the forms tax exempt entities need to file
  • Retention tax credits
  • What you should know about tax compliance
  • K-1 changes

Moderator:
Gerald Whelan, Private Equity Tax Partner, Ernst & Young LLP

Panelists:
Noah Becker, Chief Financial Officer, LLR Partners
James Stevenson, Partner, ABS Capital Partners

A speaker photo for Gerald Whelan

Gerald Whelan

Private Equity Tax Partner, Ernst & Young LLP

Read bio
A speaker photo for  Noah	 Becker

Noah Becker

Chief Financial Officer, LLR Partners

Read bio
A speaker photo for James Stevenson

James Stevenson

Partner, ABS Capital Partners

Read bio
Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions
13:45 - 14:05

Track A | Q&A for 12:50 valuation panel

Lisa Costello, Brian Garfield

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Panelists:
Lisa Costello, CFO, HCI Equity Partners
Brian Garfield, Managing Director, Lincoln International

A speaker photo for Lisa Costello

Lisa Costello

CFO, HCI Equity Partners

Read bio
A speaker photo for Brian  Garfield

Brian Garfield

Managing Director, Lincoln International

Read bio
13:45 - 14:05

Track B | Q&A for 12:50 return to work panel

Linda Quaranto, Steven DeCillis II, Stephanie Paine , Abrielle Rosenthal

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Moderator:
Linda Quaranto, Managing Director, Human Capital Financial Services Consulting, Deloitte

Panelists:
Steven DeCillis II,
Partner & Chief Financial Officer, AEA Investors LP
Stephanie Paine, Partner and Chief Financial Officer, Pritzker Private Capital
Abrielle Rosenthal, Managing Director, Chief Compliance Officer and Chief Human Resources Officer, TowerBrook Capital Partners LP

A speaker photo for Linda  Quaranto

Linda Quaranto

Managing Director, Human Capital Financial Services Consulting, Deloitte

Read bio
A speaker photo for Steven DeCillis II

Steven DeCillis II

Partner & Chief Financial Officer, AEA Investors LP

Read bio
A speaker photo for Stephanie Paine

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Read bio
A speaker photo for Abrielle Rosenthal

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Read bio
13:45 - 14:05

Track C | Q&A for 12:50 investor reporting panel

Tony Braddock

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Panelist:
Tony Braddock, Chief Financial Officer, Stellex Capital Management

A speaker photo for Tony Braddock

Tony Braddock

Chief Financial Officer , Stellex Capital Management

Read bio
13:45 - 14:05

Track D | Q&A for 12:50 tax panel

Gerald Whelan, Noah Becker, James Stevenson

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Moderator:
Gerald Whelan, Private Equity Tax Partner, Ernst & Young LLP

Panelists:
Noah Becker, Chief Financial Officer, LLR Partners
James Stevenson, Partner, ABS Capital Partners

A speaker photo for Gerald Whelan

Gerald Whelan

Private Equity Tax Partner, Ernst & Young LLP

Read bio
A speaker photo for  Noah	 Becker

Noah Becker

Chief Financial Officer, LLR Partners

Read bio
A speaker photo for James Stevenson

James Stevenson

Partner, ABS Capital Partners

Read bio
Plenary session
14:10 - 15:00

Distinguishing what firms are doing differently in LP communications

Kate de Mul, Les Brown, Krista McCoy, Tina St. Pierre, CPA, Miles Chan
  • Handling increased LP requests while minimizing the impact on workload
  • What are firms doing to streamline the LP communication process while addressing investor specific questions?
  • Analyzing the creativity around LP communication in COVID
  • Are firms fulfilling requests in spreadsheets provided by the LPs or utilizing ILPA templates?
  • Communication combination: conducting virtual LP meetings interspersed with live sessions
  • Providing LPs with a glimpse into firm culture, work environment and portfolios

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

Panelists:
Les Brown, Partner, HGGC
Miles Chan, VP/GM of Insight, InCloudCounsel
Krista McCoy, EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions
Tina St. Pierre, CPA, Partner and Chief Administrative Officer, Landmark Partners

A speaker photo for Kate de Mul

Kate de Mul

Director, Client Services, KKR

Read bio
A speaker photo for Les Brown

Les Brown

Partner, HGGC

Read bio
A speaker photo for Krista McCoy

Krista McCoy

EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

Read bio
A speaker photo for Tina St. Pierre, CPA

Tina St. Pierre, CPA

Partner and Chief Administrative Officer, Landmark Partners

Read bio
A speaker photo for Miles Chan

Miles Chan

VP/GM of Insight, InCloudCounsel

Read bio
Take a quick break or join the interactive networking chat sessions
15:00 - 15:25

Networking break

15:05 - 15:25

Interactive Chat Topic 1: Expense allocations

  • How is your firm handling and tracking expense information?
  • Determining what costs get passed on to the fund or deemed a management company expense
  • Best practices and lessons learned
15:05 - 15:25

Interactive Chat Topic 2: Crisis and risk management

  • Managing crisis and risk given different market dynamics
  • Instituting robust risk management and communication strategies
  • Best practices and lessons learned
15:05 - 15:25

Interactive Chat Topic 3: Compensation trends

  • Benchmarking comp levels for members of the finance group
  • Working with investment team on compensation strategy
  • Best practices and lessons learned
Plenary session
15:30 - 16:15

Spotlight Interview

Networking reception and end of day 1
16:15 - 17:15

Networking reception and end of day 1

Agenda

Day 2 - Thursday 10th

Think Tanks (invite only)
08:30 - 09:30

CFOs and COOs think tank

08:30 - 09:30

CCOs think tank

08:30 - 09:30

Senior finance executive think tank

Plenary sessions
09:35 - 09:40

Chair’s opening remarks

09:40 - 10:20

Keynote interview

10:25 - 11:15

Is private equity making strides in addressing diversity?

Angela Jhanji, Jun Isoda, Montserrat Serra-Janer
  • Assessing diversity gaps within the firm: gender, ethnic and historically underrepresented groups
  • Changing diversity at both entry and senior levels of the firm
  • Promoting more diversity on deal teams
  • Analyzing the firm’s sources for new hires and expanding the search for diverse talent
  • How is your firm thinking about internal talent development?

Moderator:
Angela Jhanji, Director, ESG & Sustainability Services, Grant Thornton

Panelists:
Jun Isoda, Managing Director and Chief Financial Officer, Siguler Guff
Montserrat Serra-Janer, Global Head of Private Equity Sales, Securities Services, J.P. Morgan

A speaker photo for Angela Jhanji

Angela Jhanji

Director, ESG & Sustainability Services, Grant Thornton

Read bio
A speaker photo for Jun Isoda

Jun Isoda

Managing Director and Chief Financial Officer, Siguler Guff

Read bio
A speaker photo for Montserrat Serra-Janer

Montserrat Serra-Janer

Global Head of Private Equity Sales, Securities Services, J.P. Morgan

Read bio
Networking break
11:15 - 11:30

Networking break

Roundtables
11:30 - 12:30

Track A | Driving firm growth through human capital and talent management

Jim Scarfone
  • Employee retention strategies: best practices and lessons learned
  • Identifying opportunities to augment terms of compensation
  • Overcoming challenges of attracting employees in the current environment
  • Formulating a systematic process for virtual onboarding
  • How does the firm incentivize new hires?
  • Embracing the culture that makes your firm unique to optimize your workforce

Facilitator:
Jim Scarfone, Chief Human Resources Officer, MidOcean Partners

A speaker photo for Jim Scarfone

Jim Scarfone

Chief Human Resources Officer, MidOcean Partners

Read bio
11:30 - 12:30

Track B | Revisiting cybersecurity measures to protect the firm from emerging risks

  • Effect of increased virtual engagement and a remote workforce on cyber risk at your firm
  • Conducting a review of portfolio companies for cybersecurity vulnerabilities
  • Tools for mitigating threats and breaches to boost your firm’s systems for increased security
  • Cybersecurity preparedness and testing
  • Preparing for new threats on the horizon to ensure data is protected
11:30 - 12:30

Track C | SEC 2021 priorities and examination focus areas

Jay Dubow, Kevin Slaton
  • Shared insight: what is the SEC focusing on during exams?
  • Fees and expense allocation—taking it back to the LPA
  • How are portfolio companies factoring into exams?
  • Is the SEC looking at examinations differently post COVID?
  • Are fundraising and valuations receiving increased scrutiny?
  • Weighing what changes and adjustments can be made to processes within the firm
  • What your firm needs to be doing on cybersecurity policy

Facilitators:
Jay Dubow,
Partner, Troutman Pepper
Kevin Slaton, Chief Financial Officer and Chief Compliance Officer, Insight Equity

A speaker photo for Jay Dubow

Jay Dubow

Partner, Troutman Pepper

Read bio
A speaker photo for Kevin	 Slaton

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

Read bio
11:30 - 12:30

Track D | Key considerations for advancing carried interest structures

Michael Lebowitz, Diego Lopez
  • Classifying the different types of carry being used across funds
  • Waterfall calculations and carried interest allocation technology solutions
  • Recommending creative carry to include in the LPA
  • Who can participate in carry within the firm?
  • Standards in vesting periods of carry
  • Waterfall processing best practices

Facilitators:
Michael Lebowitz, Director/Head of Carried Interest and Employee Investments in Alternatives, BlackRock
Diego Lopez, Technology Strategy Specialist / Product Development, U.S. Bank Global Fund Services

A speaker photo for Michael Lebowitz

Michael Lebowitz

Director/Head of Carried Interest and Employee Investments in Alternatives, BlackRock

Read bio
A speaker photo for Diego  Lopez

Diego Lopez

Technology Strategy Specialist / Product Development, U.S. Bank Global Fund Services

Read bio
Take a quick break or join the interactive networking chat sessions
12:30 - 13:00

Lunch break

Take a quick lunch break or join the networking Q&A sessions
12:35 - 12:55

Interactive Chat Topic 1: Subscription lines

  • Use of lines of credit and its impact on performance
  • Becoming more customized to respond to LP credit line demands
  • Best practices and lessons learned
12:35 - 12:55

Interactive Chat Topic 2: Outsourcing

  • Which functions is your firm currently outsourcing?
  • Creative ways firms outsource across the business to assist with cost and efficiency
  • Best practices and lessons learned
12:35 - 12:55

Interactive Chat Topic 3: LPA amendments

  • What are firms putting in LPAs in response to the pandemic?
  • New LPA terms negotiated by LPs
  • Best practices and lessons learned
Plenary session
13:00 - 13:50

Looking for new acquisition opportunities in the current market

Nickie Norris, Sanjay Sanghoee
  • Evaluating how acquisition philosophy has turned around
  • Where is the PE industry focusing its attention now?
  • What activity are firms seeing in their portfolio and on the deal opportunity side?
  • What are firms looking forward to growth in the economy to impact?

Panelists:
Nicholas d’Adhemar,
CEO, Apperio
Michael Elio,
Partner, Stepstone Group
Nickie Norris, Senior Partner, COO, CCO, New Heritage Capital
Sanjay Sanghoee, COO and CCO, Delos Capital

A speaker photo for Nickie Norris

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Read bio
A speaker photo for Sanjay Sanghoee

Sanjay Sanghoee

COO and CCO, Delos Capital

Read bio
Breakout sessions
13:55 - 14:45

Track A | What course will private equity regulation take in the next four years?

John McGuinness, Jacob Comer, Kevin Power
  • What’s ahead for the regulatory environment?
  • Dissecting new regulatory changes and reporting requirements
  • Regulatory issues that may arise or be resolved with the new administration
  • Assuring your compliance team is informed of emerging regulatory requirements and enforcement actions
  • Discover what’s keeping finance and operations executives up at night concerning PE regulation
  • What considerations should be on your radar for potential regulatory developments

Moderator:
John McGuinness, Chief Compliance Officer and Corporate Counsel, StepStone Group

Panelists:
Jacob Comer, Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management
Kevin Power, Head of Compliance – Americas, Pantheon
Jeanette Turner, Managing Director, Global Regulatory & Compliance, SEI

A speaker photo for John McGuinness

John McGuinness

Chief Compliance Officer and Corporate Counsel, StepStone Group

Read bio
A speaker photo for Jacob Comer

Jacob Comer

Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management

Read bio
A speaker photo for Kevin Power

Kevin Power

Head of Compliance – Americas, Pantheon

Read bio
13:55 - 14:45

Track B | Secondary market update, pricing and valuation

Marija Djordjevic, April Evans
  • Dealing with aging funds that need a solution
  • Secondary market GP-led fund restructurings
  • Providing options for LPs seeking a way to structure out
  • What is a typical restructuring timeline?
  • Due diligence framework necessary to get these types of deals done
  • Fair value accounting for secondary market transactions

Moderator:
Brenlen Jinkens, Managing Director, Jefferies LLC

Panelists:
Marija Djordjevic,
Head of Research, eFront
April Evans, Partner, CFO and CCO, Monitor Clipper Partner
Rodd Macklin, Chief Financial Officer, NGP Energy Technology Partners

A speaker photo for Marija Djordjevic

Marija Djordjevic

Head of Research, eFront

Read bio
A speaker photo for April Evans

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

Read bio
13:55 - 14:45

Track C | Taking stock of succession planning at your firm

Tom Pittman, Mark Levitt, Thomas Mayrhofer, Sarah G. Roth
  • Do you expect to see a succession event at your firm?
  • Succession considerations for small partnerships
  • Are firms being dissolved when older partners leave?
  • How do you unwind a firm?
  • What LPs miss or overlook when pressing for a succession plan
  • Inventive strategies for retaining next generation talent
  • Tackling friction between the generations at your firm

Moderator:
Tom Pittman, Managing Director, Chief Marketing Officer, EWM Global

Panelists:
Mark Levitt, Chief of Staff, Global Infrastructure Partners
Thomas Mayrhofer, CFO and COO, EJF Capital, LLC
Sarah G. Roth, COO and CFO, Argosy Capital

A speaker photo for Tom Pittman

Tom Pittman

Managing Director, Chief Marketing Officer, EWM Global

Read bio
A speaker photo for Mark Levitt

Mark Levitt

Chief of Staff, Global Infrastructure Partners

Read bio
A speaker photo for Thomas Mayrhofer

Thomas Mayrhofer

CFO and COO. EJF Capital, LLC

Read bio
A speaker photo for Sarah G. Roth

Sarah G. Roth

COO and CFO, Argosy Capital

Read bio
13:55 - 14:45

Track D | Technology innovation and implementation

Ben Collins, Isaiah Massey
  • Firm requirements: technology infrastructure and software solutions
  • Ascertaining what your firm can do to work better utilizing technology
  • Assessing areas requiring improvement to meet the needs arising from staff working remotely
  • Focusing on software and how it’s interconnected with firm success
  • Getting ahead of the curve with portfolio monitoring
  • Technology that facilitates reporting at a firm level instead of pulling from a number of places

Moderator:
Ben Collins, Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

Panelists:
Ross Anderson,
Vice President, Private Markets Solutions and Business Development, State Street
Sandra Kim-Suk, Chief Financial Officer, Engine No. 1
Isaiah Massey, Managing Director – Chief Financial Officer, CAZ Investments LP

 

A speaker photo for Ben Collins

Ben Collins

Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

Read bio
A speaker photo for Isaiah Massey

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

Read bio
Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions
14:50 - 15:10

Track A | Q&A for 1:55 PE regulation panel

John McGuinness, Jacob Comer, Kevin Power

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Moderator:
John McGuinness, Chief Compliance Officer and Corporate Counsel, StepStone Group

Panelists:
Jacob Comer, Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management
Kevin Power, Head of Compliance – Americas, Pantheon
Jeanette Turner, Managing Director, Global Regulatory & Compliance, SEI

A speaker photo for John McGuinness

John McGuinness

Chief Compliance Officer and Corporate Counsel, StepStone Group

Read bio
A speaker photo for Jacob Comer

Jacob Comer

Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management

Read bio
A speaker photo for Kevin Power

Kevin Power

Head of Compliance – Americas, Pantheon

Read bio
14:50 - 15:10

Track B | Q&A for 1:55 secondary market panel

Marija Djordjevic, April Evans

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Moderator:
Brenlen Jinkens, Managing Director, Jefferies LLC

Panelists:
Marija Djordjevic,
Head of Research, eFront
April Evans, Partner, CFO and CCO, Monitor Clipper Partners
Rodd Macklin, Chief Financial Officer, NGP Energy Technology Partners

A speaker photo for Marija Djordjevic

Marija Djordjevic

Head of Research, eFront

Read bio
A speaker photo for April Evans

April Evans

Partner, CFO and CCO, Monitor Clipper Partners

Read bio
14:50 - 15:10

Track C | Q&A for 1:55 succession planning panel

Tom Pittman, Mark Levitt, Thomas Mayrhofer, Sarah G. Roth

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Moderator:
Tom Pittman, Managing Director, Chief Marketing Officer, EWM Global

Panelists:
Mark Levitt, Chief of Staff, Global Infrastructure Partners
Thomas Mayrhofer, CFO and COO, EJF Capital, LLC
Sarah G. Roth, COO and CFO, Argosy Capital

A speaker photo for Tom Pittman

Tom Pittman

Managing Director, Chief Marketing Officer, EWM Global

Read bio
A speaker photo for Mark Levitt

Mark Levitt

Chief of Staff, Global Infrastructure Partners

Read bio
A speaker photo for Thomas Mayrhofer

Thomas Mayrhofer

CFO and COO. EJF Capital, LLC

Read bio
A speaker photo for Sarah G. Roth

Sarah G. Roth

COO and CFO, Argosy Capital

Read bio
14:50 - 15:10

Track D | Q&A for 1:55 technology panel

Isaiah Massey, Ben Collins

Ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.

Moderator:
Ben Collins, Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

Panelists:
Ross Anderson,
Vice President, Private Markets Solutions and Business Development, State Street
Sandra Kim-Suk, Chief Financial Officer, Engine No. 1
Isaiah Massey, Managing Director – Chief Financial Officer, CAZ Investments LP

A speaker photo for Isaiah Massey

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

Read bio
A speaker photo for Ben Collins

Ben Collins

Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

Read bio
Plenary sessions
15:15 - 16:00

Keynote interview

16:00 - 16:00

End of conference

Show your thought leadership to Forum attendees

The Forum will offer a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity senior professionals across two days of sessions.

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

 

Connect, engage with, and show off your thought leadership to the CFOs & COOs Forum 2021 attendees

The Forum will offer a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity senior professionals across two days of sessions.

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

 

Up to 15 CPE credits available

 

Earn up to 15 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.

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That’s where CFO All Access comes into play. A new way to keep modern CFOs, COOs, and senior financial executives in the know with high-level content and networking across the year.

The industry defining CFO & COO Forum is now just one of the many essential updates we’ll give you throughout the year with your CFO All Access subscription, designed around you to unlock:

  • Insider know-how – from CFO leaders at the top firms, to the innovators in the mid and lower market
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  • Regulatory insight – direct from SEC executives and directors
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Get direct access to industry peers and specialists who are tackling the same problems and obstacles you face. Benchmark your strategies and solutions to progress with confidence.

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The world is changing faster than ever – driven by macro issues such as climate change, a pandemic global recession and political uncertainty. Progressive strategies on ESG and diversity are no longer nice to haves. LPs are directing capital to firms that take these topics seriously and can show it. Hear how industry leaders, at all levels, are tackling these issues to help you guide your firm through the uncertainty towards success.

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Not only will you get the CFOs & COOs Forum, you’ll also receive high-level content and networking throughout the year. A subscription built on the back of in-depth conversations with CFOs as well as a 20-year heritage of providing leading edge events, content and the most exclusive networking opportunities.

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Beginning in January, subscribers will be treated to a deep dive into the 8th annual global CFO and COO benchmarking survey results. Followed with a February panel on ‘The impact of the 2020 presidential election results on private equity’. Plus if you subscribe now, you’ll get the best rate for you and your team.

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FAQs

Speak to an account manager

Steven DeCilis II
Partner & Chief Financial Officer
AEA Investors LP

Mark Levitt
Chief Operating Officer
Global Infrastructure Partners

Shant Mardirossian
Partner, Chief Operating Officer
Kohlberg & Company

Nickie Norris
Senior Partner, COO, CCO
New Heritage Capital

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

Sanjay Sanghoee
COO, CFO and CCO
Delos Capital

The virtual CFOs & COOs Forum will connect you with CFOs, COOs, and senior leaders in the private equity community. The Forum provides a place to engage, learn, and network.

Network at any time throughout the two day CFOs & COOs Virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a face to face video meeting with Forum attendees.

2021 speakers

For speaking opportunities at the 2021 Forum, contact Shamara Ray at shamara.r@peimedia.com.

Tom Alabaster

Partner, Ropes & Gray

Tom is a partner in the asset management group and head of Ropes & Gray’s private funds practice in EMEA. He is a specialist in the international structuring, marketing and operation of private funds and private fund managers across a broad range… 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

Tony Braddock

Chief Financial Officer , Stellex Capital Management

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

Les Brown

Partner, HGGC

Les Brown is a Partner of Palo Alto, California-based HGGC and the Managing Partner of HGGC’s Operational Resource Group. Les sits on the Investment Committee and his current and past board member seats include Nutraceutical International Corporation… 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

Eugenie M. Cesar-Fabian

Partner, General Counsel & CCO, Palladium Equity Partners, LLC

General Counsel and Chief Compliance Officer of Palladium Equity Partners, LLC, a private equity firm with over $2.9 billion of assets under management focused on making investments in middle market companies, with a focus on investing in both founde… Read full bio

Miles Chan

VP/GM of Insight, InCloudCounsel

Miles is the VP / GM of Insight at InCloudCounsel. Prior to InCloudCounsel, Miles practiced corporate and securities law at Weil Gotshal in London and Simpson Thacher in New York. Miles holds a J.D. from the University of Chicago and a B.A. from Wash… Read full bio

Sonny Cheng

Director, Throgmorton an Apex Company

Sonny joined Apex in 2019 as a Director in the Americas Finance team. He worked primarily in a project management capacity leading the effort to integrate newly acquired companies from a financial systems, process and reporting perspective. In 2020,… Read full bio

Ben Collins

Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

Ben serves as the Senior Director of Industry Marketing at Sage Intacct, where he focuses on driving growth in the Financial Services segment. Prior to Sage Intacct, Ben was the Senior Director of Product Marketing at SS&C Intralinks, a SaaS prov… Read full bio

Jacob Comer

Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management

Jacob Comer is a Partner and the General Counsel and Chief Compliance Officer of NovaQuest Capital Management, a private investment firm focused on investments in the biopharmaceutical, life sciences, and healthcare areas. He has 18 years of legal an… Read full bio

Lisa Costello

CFO, HCI Equity Partners

Lisa Costello servers as the Chief Financial Officer and Chief Compliance Officer of HCI Equity Partners. Lisa is an integral member of the management team, having spent over 17 years at the firm. Her responsibilities include investor reporting, over… Read full bio

Steven DeCillis II

Partner & Chief Financial Officer, AEA Investors LP

Mr. DeCillis joined AEA as a Partner and Chief Financial Officer in 2011. He oversees finance and administration, human resources, information technology and investor relations. Before joining AEA, Mr. DeCillis spent over ten years at Ripplewood Hold… Read full bio

Kate de Mul

Director, Client Services, KKR

Katherine T. B. de Mul (Kate) joined KKR in 2007 and leads the global Client Services Team and participates in investor relations, operations and capital raising activities for KKR. Prior to her current role, Ms. de Mul directed investor relations fo… Read full bio

Marija Djordjevic

Head of Research, eFront

Bio coming soon ...

Shannon Dolan

SVP, Business Unit Executive - Asset Management and 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

Jay Dubow

Partner, Troutman Pepper

Jay Dubow co-leads the securities investigations and enforcement practice at Troutman Pepper. He focuses his practice on complex business litigation, with a special emphasis on defending against shareholder derivative and securities class action liti… Read full bio

Damien Dwin

Founder and Chief Executive Officer, Lafayette Square

Damien Dwin is an American businessman and investor who currently serves as the Chief Executive Officer of Lafayette Square. He founded Lafayette in November of 2020 as a model investment platform that deploys services-backed capital to local communi… 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

Kimberly Evans

Senior Vice President, North America Head of Private Capital Fund Services, Northern Trust

Kimberly Evans is an Executive Vice President at Northern Trust in Alternative Fund Services. She is the North America Head of Private Capital Fund Services — a fast growing segment for the firm. Prior to this role, she led the Governmental, Sovereig… Read full bio

Brian Garfield

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

Megan Gentilesco

Global Credit and Global Private Equity Fund Services, BNY Mellon

Megan Gentilesco has responsibility for the Global Credit and Global Private Equity businesses, working with both fund administration and asset owner clients to deliver tailored solutions for their needs as managers of – and investors into – private… Read full bio

Melissa Gliatta

COO, Thor Equities, LLC

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

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
Robert Hull L Catterton

Robert S. Hull

Partner, Global CFO and COO, L Catterton

Mr. Hull is the Global Chief Financial Officer and the Chief Operating Officer of L Catterton. Prior to joining L Catterton, Mr. Hull served as the Director of Revenue in the Cabinet of the Governor of Rhode Island. Prior to his stint in public servi… Read full bio

Jun Isoda

Managing Director and Chief Financial Officer, Siguler Guff

Jun joined Siguler Guff in 2007 and is currently the firm’s Managing Director-Chief Financial Officer. He is responsible for managing the accounting and financial reporting functions of all multi-manager funds and direct investment products of the Fi… Read full bio

Angela Jhanji

Director, ESG & Sustainability Services, Grant Thornton

Angela Jhanji is a director in Grant Thornton’s Sustainability and ESG practice. As a member of the firm’s Sustainability leadership team, Angela focuses on ESG strategy and provides performance and sustainability solutions to dynamic organizations r… Read full bio

Ryan Keough

Chief Revenue Officer, Allvue Systems

Ryan has over 30 years of experience in running software businesses and leading sales teams. Prior to Allvue, Ryan spent 7.5 years in London at Finastra and Misys, where he served as EVP of International and was responsible for all go-to-market teams… 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

Nisha Kumar

Managing Director and Chief Financial Officer, Greenbriar Equity

Ms. Kumar joined Greenbriar in 2011. Prior to joining Greenbriar, she was Chief Financial and Administrative Officer of e-commerce company Rent the Runway and Executive Vice President and Chief Financial Officer of global internet services company AO… Read full bio

Kristen Laguerre

Managing Director, Chief Financial Officer and Chief Operating Officer, MPM Capital

Bio coming soon ...

Michael Lebowitz

Director/Head of Carried Interest and Employee Investments in Alternatives, BlackRock

Michael Lebowitz is a Director on BlackRock's global compensation team, where he manages carried interest plan governance, design and operations; and employee investments in alternatives. Previously he was head general compensation partner for Altern… Read full bio

Mark Lessing

Chief Financial Officer & Managing Director, Insight Partners

Mark Lessing joined Insight in 2000 and is currently a Managing Director and the Chief Financial Officer. Mark serves on several of the firm’s executive committees and handles investor reporting, including quarterly financial reporting, investor pres… 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. Mr. Levit… Read full bio

Diego Lopez

Technology Strategy Specialist / Product Development, U.S. Bank Global Fund Services

Diego Lopez serves as a technology strategist for Global Fund Services. In his role, Diego designs department-wide technological tools, business processes and new product offerings. He joined U.S. Bank Global Fund Services through the acquisition of… Read full bio

Isaiah Massey

Managing Director - Chief Financial Officer, CAZ Investments LP

As a member of the CAZ Investments team at Fund Services Group, Isaiah Massey serves as Managing Director - Chief Financial Officer and is responsible for directing the firm’s efforts in all financial matters as well as leading the firm’s interface w… Read full bio

Thomas Mayrhofer

CFO and COO. EJF Capital, LLC

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

Krista McCoy

EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

As the Chief Business Development Officer at Ultimus LeverPoint Private Fund Solutions, Krista currently oversees Business Development and Marketing initiatives across Ultimus LeverPoint. She has a comprehensive knowledge of all matters relating to t… Read full bio

John McGuinness

Chief Compliance Officer and Corporate Counsel, StepStone Group

John McGuinness leads the Compliance team at StepStone Group, where he serves as Chief Compliance Officer and Corporate Counsel. Prior to joining StepStone, Mr. McGuinness was a vice president at Goldman Sachs Asset Management, where he served as a c… 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

Stephanie Paine

Partner and Chief Financial Officer, Pritzker Private Capital

Stephanie Paine serves as the Partner and Chief Financial Officer for Pritzker Private Capital. In this role, she oversees the financial reporting, tax, treasury, management company budgeting and forecasting, human resources, and IT functions. Prior… Read full bio

Drew Phillips

Partner & Chief Operating Officer, Atalaya Capital Management

Drew Phillips is the Firm’s Chief Operating Officer and is responsible for the day-to-day operations of the Firm. Prior to joining Atalaya, Drew co-founded Tiger Bay Advisors, a boutique asset management consultancy, focused on driving operational ef… Read full bio

Tom Pittman

Managing Director, Chief Marketing Officer, EWM Global

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

Kevin Power

Head of Compliance – Americas, Pantheon

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

Linda Quaranto

Managing Director, Human Capital Financial Services Consulting, Deloitte

Linda is a Managing Director in Deloitte’s Human Capital Financial services Consulting practice. She has over 30 years of experience in both industry and professional services. Linda has assisted some of the firms most prestigious clients across vari… Read full bio

Heramb Ramachandran

Chief Financial Officer, Sciens Capital Management LLC

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

Abrielle Rosenthal

Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Ms. Rosenthal is a Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer of TowerBrook Capital Partners. Prior to joining TowerBrook, Ms. Rosenthal was a corporate partner in the London office of Kirkland & Ellis advisi… Read full bio

Sarah G. Roth

COO and CFO, Argosy Capital

Sarah G. Roth is COO and CFO of Argosy Capital, a diversified $1.5B AUM lower middle market private equity firm where she leads the firm’s financial, investor relations, operations, IT and compliance functions. Sarah has over 20 years’ experience inv… Read full bio

Giulianna Ruiz

Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

Giulianna K. Ruiz is a Partner and the General Counsel and Chief Compliance Officer of Trilantic Capital Management L.P. (“Trilantic North America”), a middle-market private equity firm focused on control and significant minority investments in North… Read full bio

Sanjay Sanghoee

COO and CCO, Delos Capital

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

Jim Scarfone

Chief Human Resources Officer, MidOcean Partners

Vincent (Jim) Scarfone joined MidOcean Partners in October 2019 and is responsible for providing Human Resources leadership and support for MidOcean Private Equity and MidOcean Credit Partners. Prior to joining MidOcean, he served as Executive Vice P… Read full bio

Montserrat Serra-Janer

Global Head of Private Equity Sales, Securities Services, J.P. Morgan

Montserrat Serra-Janer is the global head of private equity sales with Platform Sales – Securities Services, based out of New York. Montserrat has been with J.P. Morgan since 2008. She was the head of Securities Services sales in Mexico and Brazil fo… Read full bio

Kevin Slaton

Chief Financial Officer and Chief Compliance Officer, Insight Equity

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

James Stevenson

Partner, ABS Capital Partners

James was a General Partner and CFO at ABS Capital for 17 years and was responsible for management of many aspects of the business, including running the finance, accounting, tax, legal, human resources, information systems, and operational functions… Read full bio

Tina St. Pierre, CPA

Partner and Chief Administrative Officer, Landmark Partners

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

Anna May L. Trala

Managing Director and Chief Financial Officer, GTCR

Anna May Trala is a Managing Director and Chief Financial Officer at GTCR, a leading private equity firm with assets under management exceeding $20 billion. Anna May leads the finance, treasury, portfolio valuation, portfolio on-boarding and performa… Read full bio

Adam Weinstein

Managing Director, New Mountain Capital

Adam Weinstein, Managing Director, joined New Mountain in 2005. Specifically, he spends his time helping to oversee and manage the Firm overall with the Founder/CEO as the Head of Firm Operations and Chief Financial Officer. On a day-to-day basis, he… Read full bio

Gerald Whelan

Private Equity Tax Partner, Ernst & Young LLP

Gerald is a New York based tax partner/principal in EY’s Financial Service Office with over 21 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

Arthur Zuckerman

Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

At Soundcore Art is responsible for the financial operations of the firm and its investment partnerships as well as overseeing the firm’s compliance functions and the integration of our portfolio company acquisitions to improve efficiencies and profi… Read full bio
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