Deliver strategic growth within private funds

The Private Equity Real Estate CFOs & COOs Forum will bring together not only finance and operational leaders from Private Equity, Private Debt and Infrastructure but across all private markets.

Hear from 60+ experts from market leading fund managers on the latest trends and themes concerning C-Level executives, including innovation and technology, talent, fund operations, ESG and more.

Other features will include data-driven presentations, various networking facilities and out unique asset class-specific working group discussions, giving you the opportunity to connect and converse with like-minded peers on the topics most important to you.


Experience the Forum on our virtual platform!

Watch our guided video for a preview of what you can expect at this year’s virtual conference.

Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 5 months
» Live Q&A, polling and surveys
» And so much more!

Explore the virtual experience

Market insights from 80+ speakers 

Gain valuable insights from the industry’s biggest CFOs and COOs on how to address the key financial and operational challenges facing your business today. All content will be recorded and available on-demand.

Global audience for new opportunities 

Going virtual means removing the restrictions of international travel. Save time, money and connect with a truly global audience. Meet new people, hear different perspectives and increase your opportunities to connect.

5 months access to the community 

The platform will be open 2 weeks before the event to allow you to arrange meetings during the event. The platform will remain open 5 months after for you to continue the discussions.

2020 Advisory board included

View all speakers
View all speakers

COVERING REAL ESTATE, PRIVATE DEBT, INFRASTRUCTURE AND PRIVATE EQUITY

One Forum: Four Asset Classes

The Private Equity Real Estate CFOs & COOs Europe Fourm is co-located with the Private Equity, Private Debt Investor and Infrastructure Investor CFOs & COOs Forum. With a virtual pass, you will have access to all streams allowing you to build your network across alternative asset classes.


Experience the Forum on our virtual platform!

Watch our guided video for a preview of what you can expect at this year’s virtual conference.

Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 5 months
» Live Q&A, polling and surveys
» And so much more!

One click to connect with leading finance and operational professionals from the safety of your home or office

Market insights from 80+ speakers 

Gain valuable insights from the industry’s biggest CFOs and COOs on how to address the key financial and operational challenges facing your business today.

Global audience for new opportunities 

Going virtual means removing the restrictions of international travel. Save time, money and connect with a truly global audience. Meet new people, hear different perspectives and increase your opportunities to connect.

5 months access to the community 

The platform will be open 2 weeks before the event to allow you to arrange meetings during the event. The platform will remain open 5 months after for you to continue the discussions.

Content available on demand 

If you miss a session, not to worry. All content will be available on demand and can be viewed at anytime.

How the virtual experience works

Hear from leading finance and operational professionals

Discover how your peers are responding to the impact of the pandemic and discover what CFOs and COOs priorities are for the next year.

Access over 15 hours of interactive content from industry expert across the two days. Watch keynote interviews, panel discussions, debates and much more.

With the online platform you can:

  • Create your own daily agenda so you don’t miss a meeting or a key session
  • Take part in the sessions through speaker Q&A and live polling
  • Watch any sessions you missed at a later date. All sessions will be available on-demand for 5 months

 

 

 

Catch up with old colleagues and make new connections

Connect with C-level, finance and operational professionals from across the alternative asset class through video meetings, forum discussions and private messaging.

The Forum’s virtual experience provides you with 5 months access to the platform and therefore the private real estate community.

Through the platform you can:

  • Filter and search the delegate list to find the people you want to meet
  • Arrange video meetings with other attendees for a private meeting to business opportunities and get deals done
  • Take part in forum discussions with other attendees with similar interests to get answers to your most pressing questions and share ideas on key topics

Explore the sponsor exhibition

Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns and find ways to streamline operations at your organisation.

Through the platform you can:

  • Visit the virtual exhibition booth to discover the range of solutions available to help you better serve your customers
  • Interact with the exhibitors you can request more information with the click of a button or arrange a meeting to discuss the products and services in more detail

Grow your network. Create new opportunities.

The virtual experience allows you to find and connect with the people you want to meet more easily. Search the attendee list, start a conversation and arrange a meeting with C-level, finance and operational professionals from across the alternative asset classes.

 

Find the people you want to meet 

Want to catch up with an old colleague or make a new contact with a specific focus?

Search and filter the delegate list and create a shortlist of the people you most want to meet. Message them to chat and arrange online video meetings throughout the event.

 

Arrange 1-2-1 video meetings

Discuss business opportunities and get deals done in private meetings. During the event you can have video meetings with other attendees.

Simply search the delegate list for the people you want to meet, arrange a time and send them a meeting invite. You can invite up to five people to any one meeting.

Identify other attendees with the same interests

Whatever your area of interest the forum discussions allow you to take part in conversations on the issues that matter most to you or start your own topic.

You will be able to see who else is joining these discussions and message them privately if you want to continue the discussion.

5 months access to the community

You will have 5 months of access to the platform. Login 2 weeks before the event to build your agenda and arrange meetings with the people you want to meet during the event.

The messaging and forums, as well as access to recordings of all sessions will stay open 5 months after the event. So you can continue to connect with other attendees and catch-up on any of the sessions you missed.

2020 Agenda

For more information on the agenda and speaking opportunities at the forum, please contact James Hatwell at James.hatwell@peimedia.com or call +44 (0) 20 3994 7961.

Download the 2020 agenda

 

 

Day 1 Day 2
View agenda page

Agenda

CFOs & COOs Europe Forum 2020 - Day 1 - Monday 12th

CFOs & COOs Europe Forum 2020 - Plenary
09:30 - 09:45

Welcome and introduction by chair

09:45 - 10:15

Opening Keynote: Staying on Top of the Seismic Shift: A COO/CFO’s Concise Guide to Artificial Intelligence’s Impact on Asset/Fund Management

Al Naqvi

No longer merely a tool in the tech toolkit, AI is now seen as the core around which modern companies are built. As Asset/Fund Management industry is shaken by the powerful dynamics unleashed by AI, in this executive session learn how to rapidly assess your firm’s critical strategic needs in AI.

Speaker: Prof. Al Naqvi, CEO & Researcher, American Institute of Artificial Intelligence

A speaker photo for Al Naqvi

Al Naqvi

CEO & Researcher, American Institute of Artificial Intelligence

Read bio
10:15 - 10:20

Stretch Break

CFOs & COOs Europe Forum 2020 - Plenary
10:20 - 11:05

Growing your business in a time of increased complexity

Christopher Adams, Erica Herberg, Jamie Lyon, Michaela Strempfl

Panel Session

  • Achieving economies of scale across finance, operations, HR and compliance
  • As firms grow, which functions can gain improved efficiency via outsourcing?
  • Internal business dynamics: the role of the CFO/COO in managing international expansion
  • Organic growth versus M&A
  • How has the coronavirus pandemic impacted business growth for private funds?

Moderated by: Christopher Adams, Senior Vice President – Global Head of Sales for Alternative Funds Servicing, Brown Brothers Harriman

Christopher Adams, Brown Brothers Harriman

Christopher Adams

Senior Vice President - Global Head of Sales for Alternative Funds, Brown Brothers Harriman

Read bio
A speaker photo for Erica Herberg

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

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A speaker photo for Jamie Lyon

Jamie Lyon

European CFO & COO, LaSalle Investment Management

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Michaela Strempfl, BlackRock

Michaela Strempfl

EMEA COO BlackRock Alternative Investors, BlackRock

Read bio
11:05 - 11:10

Stretch Break

CFOs & COOs Europe Forum 2020 - Plenary
11:10 - 11:45

Digital transformation and the technology revolution

Nick Moore, Marc Dumbell , Mattias Hindfelt, Florian Kemmerich

Panel Session

  • RPA, automation and the future of financial asset management
  • Must-have versus nice-to-have, which technological innovations are worth the investment to give your firm the competitive edge?
  • Speeding up the pace of innovation: third party collaborations or in-house talent expansion?
  • Identifying the areas most susceptible to disruption: front, middle or back office activities?

Moderator: Nick Moore, Founder & Executive Director, Lionpoint Group

A speaker photo for Nick Moore

Nick Moore

Founder and Executive Director, Lionpoint

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A speaker photo for Marc Dumbell

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

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Mattias Hindfelt, EQT

Mattias Hindfelt

CTO, EQT

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Florian Kemmerich, Bamboo Capital Partners

Florian Kemmerich

Managing Partner, Bamboo Capital Partners

Read bio
11:45 - 12:00

Morning networking break & ‘meet the speakers’ Q&As

An opportunity to join the speakers from previous panels and ask them questions

Themed Sessions
12:00 - 13:00

Stream A: Finance, Tax & Regulation

Graham Bippart, Marie Joyce, Lindsey Ord, Katja Baur, Toby Mitchenall, Simon Hirtzel, Fiona Cooper, Paulina Pietkiewicz

12:00-12:30

Panel: The evolving role of the CFO in private funds
• Role of the CFO in fundraising
• Hedging interest rates and currency risks
• Integrating a new strategy into an existing platform
• Succession planning for the modern-day CFO
Moderator: Graham Bippart, Editor, Private Funds CFO

 

12:30-13:00

Panel: Combating regulatory challenges on the horizon
• AIFMD & reverse solicitation: how to ensure compliance
• BEPS & its impact on funds
• SEC registration & compliance for European funds
• Data protection & GDPR in a post-Brexit world
Moderator: Toby Mitchenall, Head of Newsletters, Private Fund CFO

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Read bio
A speaker photo for Marie Joyce

Marie Joyce

COO/CFO, NTR

Read bio
A speaker photo for Lindsey Ord

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Read bio
A speaker photo for Katja Baur

Katja Baur

Partner and CFO, Montana Capital Partners

Read bio
A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, Private Equity, PEI

Read bio
A speaker photo for Simon Hirtzel

Simon Hirtzel

General Partner and COO, IQ Capital

Read bio
A speaker photo for Fiona Cooper

Fiona Cooper

European Tax Director, Starwood Capital Europe Advisors

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A speaker photo for Paulina Pietkiewicz

Paulina Pietkiewicz

Partner, Abris Capital Partners

Read bio
12:00 - 13:00

STREAM B: Operations & Technology

Raxita Kapashi, Martina Sanow, Anita Huynh, Michael Johnson, Drake Paulson, Petter Weiderholm, Florian Kemmerich

12.00-12:30

Panel: Driving your private fund business forward through successful operations
• Operational due diligence of your business
• Attracting & retaining talent & the value of team diversity
• Implementing a successful culture & ensuring employee wellbeing
• Succession planning
Moderator: Michael Johnson, Group Head of Fund Services, Crestbridge

12:30-13:00

Integrating tech successfully from front to back office
• Reporting requirements and how technology can streamline the process
• Cybersecurity
• Effective data management
• Integrating technology with business culture
Moderator: Drake Paulson, Senior Director, eVestment

A speaker photo for Raxita Kapashi

Raxita Kapashi

CFO, Dawn

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A speaker photo for Martina Sanow

Martina Sanow

Partner and Deputy COO, Hg

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A speaker photo for Anita  Huynh

Anita Huynh

COO, Macquarie Infrastructure and Real Assets

Read bio
A speaker photo for Michael Johnson

Michael Johnson

Group Head of Fund Services, Crestbridge

Read bio
A speaker photo for Drake Paulson

Drake Paulson

Director, Nasdaq Private Fund Solutions

Read bio
Petter Weideholm, EQT

Petter Weiderholm

Managing Director and Global Head-IT Strategy, EQT

Read bio
Florian Kemmerich, Bamboo Capital Partners

Florian Kemmerich

Managing Partner, Bamboo Capital Partners

Read bio
13:00 - 14:00

Lunch, Networking & Tech Demo Showcase

Four of our event partners will be showcasing their products live! Each one will be 10 minutes.

  • eVestment
  • EWM Global
  • Lionpoint Group
  • Millennium Global
CFOs & COOs Europe Forum 2020 - Real Estate
14:00 - 15:00

Embracing the increasingly strategic CFO/COO role in real estate

Apwinder Foster, Maqbool Mohamed, Nisha Raghavan, Richard Urban

14:00-14:30 Panel Session

14:30-15:00 Audience Discussion

  • Accessing alternative sources of capital
  • Managing end of life funds
  • Managing fund level debt finance

Moderator: Richard Urban, Independent Non-Executive Director, Rivington Pike

A speaker photo for Apwinder Foster

Apwinder Foster

COO (Head of Product Strategy), DRC Capital

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Maqbool Mohamed, Clarion Gramercy

Maqbool Mohamed

COO, Clarion Partners Europe

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A speaker photo for Nisha Raghavan

Nisha Raghavan

Managing Director- Chief Finance Officer, EQT Partners

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A speaker photo for Richard Urban

Richard Urban

Independent Non-Executive Director, Rivington Pike

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15:00 - 15:30

Afternoon Networking Break

CFOs & COOs Europe Forum 2020 - Real Estate
15:30 - 16:10

CFOs & COOs views on the real estate investment market

Luke Venables, Adam Smallman, Nick Brown

Panel Session

  • Impact of the coronavirus outbreak on private real estate
  • Impact of UK capital gains tax on pricing
  • Lessons from the listed market
  • The rise of real estate debt funds & direct lending
  • Finding opportunities in the middle market
A speaker photo for Luke Venables

Luke Venables

CFO/COO, ARA Venn

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Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

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A speaker photo for Nick Brown

Nick Brown

Finance Director, M&G Real Estate

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CFOs & COOs Europe Forum 2020 - Plenary
16:10 - 16:45

What investors want

David Weeks, Christian Hinze, Ainun Ayub

Closing Panel

  • What can CFOs & COOs do to ensure their investors have the highest quality client experience possible
  • Information, transparency, data & more – what investors expect from their managers and how this varies across asset classes
  • Fees, expenses, ESG… what do investors prioritise in their reports and communications received from their managers?
  • Latest in fund terms: what to negotiate, latest in preferred terms
  • Investor concerns during crisis – what did they want to hear from their managers during the coronavirus pandemic?
A speaker photo for David Weeks

David Weeks

Co-Chair, Association of Member Nominated Trustees

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A speaker photo for Christian Hinze

Christian Hinze

COO Europe, StepStone

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A speaker photo for Ainun Ayub

Ainun Ayub

Senior Vice President – Europe and Asia Product Head for Alternative Fund Servicing, Brown Brothers Harriman

Read bio
16:45 - 16:45

Close of day one

Agenda

CFOs & COOs Europe Forum 2020 - Day 2 - Tuesday 13th

CFOs & COOs Europe Forum 2020 - Plenary
10:40 - 11:20

Outsourcing versus in-house capabilities

Leo Scanavino, Simon Shipgood, Eric Huttman

Panel Session

  • Integrating outsourced functions with in-house resources
  • What criteria should be used when choosing an outsourcing provider?
  • Building from within: recruiting and retaining the right technology leaders
  • Balancing cost and efficiency

Moderator:  Simon Shipgood, Regional Director, EWM Global

 

A speaker photo for Leo Scanavino

Leo Scanavino

Director – Value Creation, British International Investment

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A speaker photo for Simon Shipgood

Simon Shipgood

Regional Director, EWM Global

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A speaker photo for Eric Huttman

Eric Huttman

CEO, MillTechFX by Millennium Global 

Read bio
11:20 - 11:45

Morning Networking Break and ‘Meet the Speakers’ Q&As

An opportunity to join the speakers from previous panels and ask them questions

CFOs & COOs Europe Forum 2020 - Plenary
11:45 - 12:25

Valuing Private Assets in the Face of Unprecedented Economic Upheaval

Ryan McNelley, Joshua Cherry-Seto

Panel Session

  • H1 2020 in review – Evaluating the credibility of NAVs produced by the PE industry throughout the lockdown
  • Maintaining the trust of LPs – What are the best practices that will position GPs well with their investors?
  • H2 2020 and beyond – How should PE managers address the unprecedented uncertainty and provide credible valuation information to LPs

Moderator: Ryan McNelley, Managing Director, Alternative Asset Advisory, Duff & Phelps

A speaker photo for Ryan McNelley

Ryan McNelley

Managing Director - Alternative Asset Advisory, Duff & Phelps

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Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

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12:25 - 12:30

Stretch Break

CFOs & COOs Europe Forum 2020 - Plenary
12:30 - 13:00

Fireside Chat: Developing an ESG strategy: how to measure and demonstrate value

Ersilia Molnar, Toby Mitchenall
  • What data is used to measure ESG performance in investment – whether portfolio companies, infrastructure projects or otherwise?
  • Does ESG data need to be tailored? Or is there a generic framework to satisfy all clients?
  • Environmental, societal & governmental – which aspect of ESG is most in-focus currently? And how do the requirements (reporting, data etc.) compare?
  • Top tips & takeaways for building out a successful ESG strategy: skills & software required, integration with other teams, avoiding greenwashing & more
A speaker photo for Ersilia Molnar

Ersilia Molnar

Chief Operating Officer - Europe, Muzinich & Co

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A speaker photo for Toby Mitchenall

Toby Mitchenall

Senior Editor, Private Equity, PEI

Read bio
13:00 - 13:15

Meet the Speakers Q&A

13:15 - 13:15

Close of conference

2020 Speakers

For more information on speaking, please contact James Hatwell at James.hatwell@peimedia.com or call +44 (0) 20 3994 7961.

Download the 2020 agenda

 

 

Christopher Adams, Brown Brothers Harriman

Christopher Adams

Senior Vice President - Global Head of Sales for Alternative Funds, Brown Brothers Harriman

Hina Ahmad

Senior Managing Director & Chief Operating Officer, Capital Dynamics

Ainun Ayub

Senior Vice President – Europe and Asia Product Head for Alternative Fund Servicing, Brown Brothers Harriman

Robin Bailey

Partner and Chief Operating Officer, Pantheon

Daniel Bartsch, creditshelf

Daniel Bartsch

Co-founder and COO, creditshelf

Katja Baur

Partner and CFO, Montana Capital Partners

Jose Benedicto

Partner, Direct Lending

Vijay Bharadia

CFO & COO, ICG

Graham Bippart

Editor, Private Funds CFO, Private Equity International

Katey Bogue

Head of Private Markets, eVestment

Nick Brown

Finance Director, M&G Real Estate

Joshua Cherry-Seto, Blue Wolf Capital

Joshua Cherry-Seto

Partner and Chief Financial Officer, StartUp Health

Fiona Cooper

European Tax Director, Starwood Capital Europe Advisors

Neil Cooper

CFO, Abingworth

Nicholas d'Adhemar

CEO, Apperio

Steve Darrington

CFO, Phoenix Equity Partners

Richard Day

Partner and Chief Operating Officer, Pygmalion Capital Advisers

Angus Donaldson

COO, Newstead Capital

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

Niyamat Fazal

CFO, DWS Infrastructure

Apwinder Foster

COO (Head of Product Strategy), DRC Capital

Andrew Haywood

CFO & CCO, Park Square Capital

Charlotte Henderson, All Seas Capital

Charlotte Henderson

Chief Operating Officer and General Counsel, All Seas Capital

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

Mattias Hindfelt, EQT

Mattias Hindfelt

CTO, EQT

Christian Hinze

COO Europe, StepStone

Simon Hirtzel

General Partner and COO, IQ Capital

Jason Howard

CFO, Headway Capital Partners

Dean Horton

Chief Financial Officer, Old Mutual Alternative Investments

Eric Huttman

CEO, MillTechFX by Millennium Global 

Anita Huynh

COO, Macquarie Infrastructure and Real Assets

Stéphane Janin

Head of Global Regulatory Development, AXA Investment Managers

Michael Johnson

Group Head of Fund Services, Crestbridge

Marie Joyce

COO/CFO, NTR

Raxita Kapashi

CFO, Dawn

Florian Kemmerich, Bamboo Capital Partners

Florian Kemmerich

Managing Partner, Bamboo Capital Partners

Jamie Lyon

European CFO & COO, LaSalle Investment Management

Ryan McNelley

Managing Director - Alternative Asset Advisory, Duff & Phelps

Neel Mehta

CFO, DWS Private Equity

Toby Mitchenall

Senior Editor, Private Equity, PEI

Maqbool Mohamed, Clarion Gramercy

Maqbool Mohamed

COO, Clarion Partners Europe

Ersilia Molnar

Chief Operating Officer - Europe, Muzinich & Co

Nick Moore

Founder and Executive Director, Lionpoint

Debojit Mukherjee

Chief Operating Officer, Agilitas Private Equity

Al Naqvi

CEO & Researcher, American Institute of Artificial Intelligence

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Christopher Parmo

COO/CFO, Verdane

Drake Paulson

Director, Nasdaq Private Fund Solutions

Paulina Pietkiewicz

Partner, Abris Capital Partners

Nisha Raghavan

Managing Director- Chief Finance Officer, EQT Partners

Martina Sanow

Partner and Deputy COO, Hg

Leo Scanavino

Director – Value Creation, British International Investment

Sarah Shackleton

Administrative Partner, Development Partners International

Simon Shipgood

Regional Director, EWM Global

Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

Michaela Strempfl, BlackRock

Michaela Strempfl

EMEA COO BlackRock Alternative Investors, BlackRock

Richard Urban

Independent Non-Executive Director, Rivington Pike

Toni Vainio

Partner, Pantheon

Luke Venables

CFO/COO, ARA Venn

David Weeks

Co-Chair, Association of Member Nominated Trustees

Petter Weideholm, EQT

Petter Weiderholm

Managing Director and Global Head-IT Strategy, EQT

2020 Sponsors

For more information on sponsorship opportunities, please contact Chris Wagland, chris.w@peimedia.com +44 (0) 0207 566 5475.