Private Funds
CFO
Network
CFO
Network
New York Forum
February 3-4, 2026
Convene Brookfield Place, 225 Liberty St, New York
Reimagined for a new era of CFO leadership
The role of the CFO has been redefined from back-office steward to front-line strategist.
To help your firm stay ahead, the 2026 Forum has been redesigned from the ground up to deliver what matters most: real clarity, deeper connections, and practical tools
Be part of a community that’s setting the new standard for senior finance executives.
“There’s a real premium in gathering together, and I commend PEI for thoughtfully creating opportunities for CFOs and COOs to engage with one another.”- Joshua Cherry-Seto, Managing Director, CFO & CCO, Velocity Capital Advisors
2025 keynotes:
Michael S. Chae
Vice Chairman & CFO, Blackstone
Vik Sawhney
CAO, Blackstone
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What private fund CFOs and COOs need to know about the current economic landscape
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Questions to ask when identifying which strategic opportunities to prioritize
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How Blackstone stays agile in the face of rapid regulatory change
Catherine Addona-Peña
CRO & SVP, Nasdaq
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Understand AI risks with guidance on integrating and managing AI platforms responsibly
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Prepare for what’s next with insight into emerging risks operators will face in 2025
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How to build a proactive, organization-wide risk mindset
Featured speakers:
Attendees include:
Lisa Costello
HCI Equity Partners
I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will f…
Bernadette Mentor
Prysm Capital
The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these disc…
Blake Bennett
Revelstoke Capital Partners
I really enjoy this conference. I can always count on the who’s who of private equity professionals to be in attendance.
“A collegial and collaborative environment where senior leadership can share the challenges they face.” – Aaron Chan, CFO, Enlightened Hospitality Investments
“A very efficient way to get a lot of information and updates in a compressed timeframe with your peers.” – Chris Iorillo, CFO, Freeman Spogli & Co.
Why the Private Funds CFO New York Forum?
Benchmark against peers
Understand how your peers are overcoming common challenges. The Forum will provide senior finance and operations executives with actions that can make a tangible impact at their firm.
Explore new services
Discover ways to streamline and improve your processes with a vetted group of private market service providers onsite and eager to assist you ease pain points in day-to-day activities.
Year-round intelligence and networking
As a member of the Private Funds CFO Network, you will have exclusive access to the New York Forum and stay connected with like-minded peers through our member’s activities across the year. Learn more.
Key discussion topics
Transformation/evolution of the CFO role
Tackling today’s fundraising climate
Managing the current regulatory environment
Adopting the right technology solutions to advance the firm
AI and the use of innovative technologies in private markets
Conducting cash and risk management
2025 Agenda
Download the 2025 agenda to see the timely and relevant topics covered at the New York Forum.
If you are interested in a speaking role please contact Kellie Green at kellie.g@pei.group.
All times are listed in Eastern Time (ET)
2025 Speakers
Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.
Connect with CFOs, COOs and their teams
The Private Funds CFO conferences enable providers to highlight their unique expertise to private equity’s most influential network of c-suite decision-makers. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information on available sponsorship opportunities please contact Josh Stoller at joshua.s@pei.group.
2025 Sponsors
Convene Brookfield Place
225 Liberty St, New York, NY 10019
Here is a list of hotel accommodations for easy access to the event.
Where CFOs, COOs and CCOs connect, learn and grow
Value that extends beyond the event
Expand your network, build lasting relationships and discuss opportunities that will help take your firm to the next level with the Private Funds CFO Network.
The Network’s dedicated membership team will ensure your experience at the New York Forum is first class with personalized introductions, timely roundtable discussions and much more.
Unlock your firm’s potential at the Forum and beyond when you join the Private Funds CFO Network.
Expand your private funds Network
Connect with a carefully curated network of private equity CFOs, COOs, and other top leaders during events year-round.
CFOs-focused professional development
Network events are specifically crafted for executive leadership, with many CPE credits available.
Stay up-to-date on industry strategies
The industry’s top CFOs gather to share their solutions to the most pressing issues at Network events. Don’t miss out on optimizing your firm.
Discover the top CFO Network
Connect with a carefully curated network of top CFOs, COOs, CCOs and other private equity decision-makers from leading firms.
The Network’s dedicated membership team will ensure your experience at the New York Forum is first class with personalized introductions and timely roundtable discussions.
Connect with top CFOs, COOs, CCOs, build lasting relationships and discuss opportunities that will help take your firm to the next level.
Stay up-to-date on the latest private market trends, compliance changes and industry-leading operational and finance strategies.
Unlock your firm’s potential for scalable growth and stay prepared for the future at the Forum and beyond with the Private Funds CFO Network.
Better connections with the Private Funds CFO Network
Purchase a 12 month membership to attend this Forum, and enjoy exclusive access to:
- Our network directory of top CFOs, COOs and other private equity leaders
- Preferential rates to attend other Network events in London, New York, San Jose and Chicago
- Invite-only peer groups, monthly virtual meetings and knowledge hubs for deeper insights
- and so much more…
Our Network makes decisions that shape markets
The Private Funds CFO Network is a trusted community of private equity CFOs, CCOs and COOs, with a wide range of resources, thought leadership and more. The Network provides members with essential information on market trends, compliance topics, regulatory insights, useful tools, online and in-person events and a comprehensive resource library. Members have access to behind-the-scenes, closed-door conversations among a community of peers who share their knowledge and expertise within our trusted Network.
Stay connected with the top CFO community
Kevin Gasque
Partner, COO, CFO and CCO, Greycroft
It is great to not only have quality networking opportunities but also valuable content. I believe The Network is the best available resource for those in roles…
Michaele Gobel
Chief Financial Officer, Equilibrium
The Network provides rich, deep content and events alongside a unique personal touch from the PEI team. I feel more engaged than ever and the Network creates no…
Pre-Event Resources
2025 Advisory Board
Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.
Thanks for your interest
Thank you for your interest in the Private Funds CFO Network New York Forum.
Your requested resource will be sent to the email address you provided.
Explore our event website to learn more about the 23rd annual forum, and be sure to secure your place when you’re ready.
We hope to see you in New York City in February.