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.


 

Meet the 2026 keynote:

John Stecher

Chief Technology Officer

Blackstone

– Unlock enterprise-wide value through strategic tech deployment

– Reduce friction with technology and AI

– Leverage real-time data to detect anomalies and mitigate risk

View the agenda

2026 featured networking opportunities

Build a community that transcends the Forum

Divide & dive

Split into focused breakouts on the issues that matter most—risk, due diligence, valuations, and more. Each session delivers practical guidance and actionable tools to strengthen your operations in 2026.

Interactive breakout panels

Peer-led panels designed for candid insights and real-world takeaways. Walk away with tested tactics on fund strategy, portco support, cost control, and capital planning—straight from CFOs driving results.

2024 attendees include:

Audax Group
Blackstone
British Columbia Investment
Carr’s Hill Partners
Casdin Capital
Cross Rapids Capital
Enlightened Hospitality Investments
Greenbelt Capital Partners
HarbourVest Partners
IPI Partners
Kirkland & Ellis
Latticework Capital Management
Level Equity
Manna Tree Partners
Maverick Capital
Merit Energy Company
RCP Advisors
RET Ventures
Siguler Guff & Co
Two Sigma

Featured speakers:

View all speakers
View all speakers

“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.

 

Networking opportunities

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

Covering the topics most important to you

Download the 2026 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.

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Adam Bruce

Partner and Chief Financial Officer, Flare Capital Partners

Drew Carl

Managing Director & Chief Accounting Officer, Hamilton Lane

Aaron Chan

Chief Financial Officer, Enlightened Hospitality Investments

Ayanna Clunis

Head of Operations, TPG

Larry Cook

Senior Vice President of Global Operations and Finance, Flourish Ventures

Bethany Foullois

Partner & COO, Tavo

John Herr

Chief Financial Officer, Francisco Partners

Bruce Karpati

Partner, Global Chief Compliance Officer, KKR

Brent Kelley

CFO and CCO, North Hudson Resource Partners

Eric Lazear

Deputy COO, Head of Operational Risk Due Diligence, Titan Advisors

Brandy Morris

Principal, Chief Financial Officer, AB CarVal

Andrew W. Petri

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

Aaron Simkovich

Managing Director, Eldridge Capital Management

John Stecher

Chief Technology Officer, Blackstone

Connect with a community of CFOs, CCOs and COOs

Position your firm as a trusted resource and engage with compliance leaders shaping the future of private markets.

As a partner of the Private Funds CFO Network, you’ll have the opportunity to:

  • Showcase your thought-leadership
  • Host curated networking experiences designed around your business goals
  • Strengthen your presence with brand visibility across the Network hub

For more information on available sponsorship and partnership 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.

Book a room

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.

 

Join now

“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

 

See who attended last year

What you gain with the Private Funds CFO Network

Curated connections for CFOs

Get personalized peer recommendations and direct access to industry leaders through our exclusive member-only directory. Build relationships that last beyond the event.

Events that drive impact

Join the industry’s top CFO-focused events—featuring unmissable speakers, high-value roundtables, and networking experiences that drive business outcomes. CPE credits available.

Knowledge that keeps you ahead

Stay in front of industry change with peer-led think tanks, fireside chats, and expert briefings on today’s most pressing finance and operations topics.

Interactive peer subgroups: Panel insight + dialogue

Each session begins with a focused expert panel, then shifts into open conversation—inviting participants to share experiences and challenges. You’ll explore the following topics:

Track A: Emerging managers: building the foundation

Track B: From launch to lift-off: Making the leap from emerging to enduring

Track C: Mid-market momentum: Scaling with discipline

Track D: Global players: managing across borders

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.
17Capital
22C Capital
3 Boomerang Capital
645 Ventures
Abacus Group
Access Holdings Management
Advent International
AE Industrial
AEA Investors
AIMPERA Capital Partners
AION Partners
Akin Gump
Altriarch Capital Management
American Family Ventures
Argosy Capital
Ariel Alternatives
Ariel Investments
Arlington Capital Partners
Arsenal Capital Partners
Asia Alternatives Management

 

Unlock powerful connections with the Private Funds CFO Network

Purchase a 12 month membership when you register for the Forum, and enjoy exclusive access to:

  • Our network directory of top CFOs, COOs and other private equity leaders
  • Preferential rates to attend additional Network events in London, New York, San Jose and Chicago
  • Invite-only peer groups, monthly virtual meetings and knowledge hubs for deeper insights year-round
  • And so much more…

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…

Read full testimonial

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…

Read full testimonial

Chris Iorillo

CFO, Freeman Spogli & Co.

A very efficient way to get a lot of information and updates in a compressed timeframe with your peers

2025 Advisory Board

Contact Kellie Green at kellie.g@pei.group for 2026 speaking opportunities.

Blake Bennett

Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Jason Currier

Partner & Chief Financial Officer, BayPine

Bethany Foullois

Partner & COO, Tavo

Kelly Hurley

Chief Financial Officer & Chief Compliance Officer, Centre Partners Management, LLC

Aileen Keaney

Chief Financial Officer, Ethos Capital

Jennifer Martin

Managing Director and Chief Financial Officer, Providence Equity Partners

Christopher B. Millin, CPA, MBA

Chief Financial Officer, Performance Equity Management, LLC

Andrew W. Petri

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

Peter Tang

Chief Financial Officer and Managing Director, Butterfly Equity

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.