Redefining the private equity CFO & COO role

As roles continue to evolve and responsibilities increase, private equity CFOs and COOs are charged with ensuring the firm’s finance and operations strategies are sound, up-to-date and compliant.

Whether you’re a seasoned finance and operating professional or new to the role, the CFOs & COOs Forum 2020 has been customized for you. No other industry-wide gathering exists for this community to explore how best to add value to the GP-LP partnership.

Join 600+ C-suite executives from the private equity and venture capital community at the Forum on January 22-23 to acquire strategic approaches for enhancing operating efficiency.

  • Join CFOs and COOs from large, mid-sized, small and start-up firms attending to influence the discourse on the current state of private equity.
  • COOs interested in how back office systems are evolving, will garner valuable perspective on process and procedure.
  • A diverse speaker faculty will provide expertise and highlight key methodologies for managing LP/GP relations, performance calculations, data management, fundraisingco-investing and more.
  • An examination of new tax legislation and developments in structuring and how it impacts firms’ financial and tax reporting.

Why you should attend the 2020 Forum


Get the key information guaranteed to impact financial processes and practices within your firm, at the largest annual gathering of private equity CFOs.


Gain unparalleled insight into operations opportunities, including identifying how to support improvements to the investment process at your firm.

Mid-Market Firms

Obtain the industry insights, best practices and proven solutions that have steered mid-market firms to redefine processes and drive their business forward.

PEI 300

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

Download the past attendee list

The CFOs & COOs Forum is the definitive gathering to meet C-level finance and operations executives within private equity firms. Network and contribute to the conversations that are driving the community.

Download the list of past attendees for an idea of who you could meet at the 2020 Forum.

Keynotes from the last CFOs & COOs Forum

Daniel A. D’Aniello
Co-Founder & Chairman Emeritus, The Carlyle Group

Michael Chae
Chief Financial Officer, Blackstone

Last year's attendees included:

Aberdeen Asset Management
ACON Investments
Advent International Corporation
AE Industrial Partners
Alcion Ventures
Altaris Capital Partners
Ares Management
Arlington Capital Partners
Atlas Holdings
Atlas Merchant Capital
Audax Group
Audax Private Debt
Berkshire Partners
Bernhard Capital Partners
Bregal Investments
Brookfield Asset Management – Private Funds Group
Canada Pension Plan Investment Board
Capital Partners
The Carlyle Group
Carnelian Energy Capital
Center Rock Capital Partners
Charlesbank Capital Partners
Clayton, Dubilier & Rice
Cloverlay Partners
Comvest Partners
Crestview Partners
Dallas Police and Fire Pension System
Delos Capital
Dyal Capital Partners
EnCap Investments
Fengate Real Asset Investments
FFL Partners
Five Point Capital Partners
Francisco Partners
Fundamental Advisors
General Atlantic
Gennx360 Capital Partners
GI Partners
Global Infrastructure Partners
Glouston Capital Partners
Goldman Sachs
Great Hill Partners
GTIS Partners
Halstatt Real Estate Partners
Hamilton Lane
Hammond, Kennedy, Whitney & Company
Hastings Equity Partners
HCI Equity Partners
IFC Asset Management Company
Insight Equity
Insight Venture Partners
Intishar for Tourist Patches
INTS Company
Ion Pacific
JMI Equity
Juggernaut Capital Partners
Kainos Capital
Kohlberg & Company
KPS Capital Partners
L Catterton
Leerink Capital Partners
Leonard Green & Partners
Lexington Partners
LightBay Capital
LLR Equity Partners
Lovell Minnick Partners
Madryn Asset Management
MCR Investors
The Meridian Group
Merlin Nexus
Nautic Partners
New Harbor Capital
New Heritage Capital
Nippon Sangyo Suishin Kiko
Omega Funds
Orix Capital Partners
Pamlico Capital
Parthenon Capital Partners
Patria Investments
Pearl Energy Investments
Pfingsten Partners
PPC Partners
Promus Holdings
Prostar Capital
Providence Equity Partners
Pt Capital
Quantum Energy Partners
Roark Capital Group
Rockland Capital
SFW Capital Partners
Shorehill Capital
Siguler Guff & Company
Snow Phipps Group
Spruce House Capital
Starr Investment Holdings
Starwood Energy Group
Tailwater Capital
Thoma Bravo
TowerBrook Capital Partners
TPG Capital
Trilantic Capital Partners
Trive Capital
Varde Partners
Veritas Capital
Vista Equity Partners
Whitehorse Liquidity Partners
Willowridge Partners
Winona Capital Management
York Capital Management

What our attendees say about the Forum

A quote icon for decorating the content 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.

A quote icon for decorating the content 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

A quote icon for decorating the content Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

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

How CFOs are readying for a downturn

With a market correction on the horizon, CFOs are prepping their firms and fund portfolios to weather the storm.

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Piggy bank over orange background

What will valuations look like in 2019?

Tax reform, the public market, outsourcing and the regulator are all factors that private funds managers will have to consider when it comes to their calculations. 

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private equity international diligence_check

Cybersecurity and human capital risk rank higher in due diligence checks

Investment managers need a plan for management of cyber-attacks and personnel misbehavior, panelists at the Texas TRS conference said.

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VIDEO: Blackstone’s CFO on how to prepare for a downturn

Speaking at the PEI CFOs & COOs Forum, Blackstone CFO Michael Chae warns that in a downturn, the macro can overwhelm the micro.

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Heard at the CFOs and COOs Forum

Some of the key talking points and takeaways from the largest gathering of private equity operations professionals.

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Secret CFOs: ‘I was told we don’t need any more tall, white guys’

Two insiders share their views on talent management and how they’re making their firms more diverse.

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Steven DeCillis II

Partner & Chief Financial Officer, AEA Investors LP

Ruth E. Horowitz

Deputy CEO and Chief Operating Officer, IFC Asset Management Company

Sandra Kim-Suk

Chief Financial Officer, Norwest Equity Partners

Shant Mardirossian

Partner, Chief Operating Officer, Kohlberg & Company

Nickie Norris

Senior Partner, COO, CCO, New Heritage Capital

Eileen H. Sivolella

Managing Director and Chief Financial Officer, Advent International Corporation

Thomas Walker

Chief Financial Officer, Spruce House Capital

View all speakers

Partner with the CFOs & COOs Forum 2020

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 2020, contact Lawrence Dvorchik at or call +1 646 545 4429.


2019 Sponsors


Grand Hyatt New York

109 East 42nd Street at Grand Central Terminal
New York, New York, United States, 10017

Hotel accommodations are available at the Grand Hyatt New York.
Click here to book your place.