Preparing for the future: navigating the changing role of the private fund CFO and COO

The role of the private fund CFO and COO is rapidly evolving to keep up with ongoing regulatory, tax and economic developments across Europe as well as the increase in investor demands for detailed due diligence, in-depth reporting and greater transparency.   In addition, CFOs and COOs are also tasked with optimising operations on a budget, keeping pace with advances in technology, deciding when and what to outsource and maximising the potential of their teams.

The inaugural PERE CFOs & COOs Europe forum will address all of these key issues by bringing together in-house financial and operational real estate professionals to hear best practices and industry developments from a wide spectrum of industry peers.


Meet the advisory board

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One Forum: Four Asset Classes

Why join us?

Expert industry-led content

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


Meet with CFOs, COOs, Finance Directors, General Counsels, technology providers and fund servicers active in alternative assets to leverage their expertise and build your network.

In-house editorial content

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

Early confirmed sponsors

2020 Agenda

The programme is in development, for more information on the agenda and speaking opportunities at the forum, please contact Amy Moon at  or call +44 (0) 207 566 5431

Download Preliminary Agenda



2020 Speakers

For more information on speaking, please contact Amy Moon at  or call +44 (0) 207 566 5431

Download Preliminary Agenda



Katja Baur

CFO, Montana Capital Partners

Katja is Chief Financial Officer at Swiss based secondaries firm Montana Capital Partners. She has been working in private equity since 2010, when she was appointed CFO of Alpha Associates, a private equity, private debt and infrastructure manager in… Read full bio

Vijay Bharadia


Vijay Bharadia is the Chief Financial and Operating Officer of Intermediate Capital Group PLC (ICG). Prior to joining ICG, Vijay was International CFO for Blackstone with responsibility for financial, tax and regulatory reporting across Europe and As… Read full bio

Marc Dumbell

Chief Financial & Operating Officer, Campbell Lutyens

Marc joined Campbell Lutyens in 2018 and is responsible for finance and operations for the firm globally, leading on a range of areas such as developing AI enabled technology to support fundraising, championing ESG initiatives, implementing flexible… Read full bio

Niyamat Fazal

CFO, DWS Infrastructure

Niyamat is the CFO of DWS Infrastructure. DWS Group GmbH & Co. KGaA (DWS) is one of the world’s leading asset managers with €662 billion of assets under management as of 31 December 2018. As part of the Alternatives platform, the direct infrastructur… Read full bio

Erica Herberg

CFO, Investment Solutions, The Carlyle Group

Erica Herberg is a Managing Director and the Chief Financial Officer of Carlyle's Investment Solutions Group. She is based in Amsterdam. Investment Solutions provides investors will access to the large and complex universe of alternative asset invest… Read full bio

Anita Huynh

COO, Macquarie Infrastructure and Real Assets

Anita is the COO for the EMEA region. Her role encompasses the execution and management of an increasingly diverse range of funds offered by MIRA, coupled with the management of significant regulatory changes in the industry. Anita was previously the… Read full bio

Jamie Lyon

European CFO & COO, LaSalle Investment Management

Jamie joined LaSalle in 2006 as CFO / COO and is responsible for LaSalle's UK and Continental European operations. Responsibilities extend to Accounting & Finance, Tax, Debt, Risk Management, M&A and Human Resources and, consequently, management of E… Read full bio

Neel Mehta

CFO, DWS Private Equity

Neel Mehta leads the finance and accounting function for DWS Private Equity, working alongside the senior investment team to drive growth and shaping financial best practice. He joined DWS Private Equity in 2018 from Mayfair Equity Partners, where he… Read full bio

Maqbool Mohamed

Managing Director & CFO European Assets, Castlelake

Maqbool Mohamed is a Managing Director at Castlelake (UK) LLP. Mr Mohamed joined Castlelake’s London office in 2013 as the firm’s European CFO. He is responsible for the European Finance & Operations function in relation to NPLs and real estate i… Read full bio

Debojit Mukherjee

Chief Operating Officer, Agilitas Private Equity

Debojit Mukherjee is Chief Operating Officer and is a member of the Responsible Investment Committee at Agilitas Private Equity, the pan-European mid-market private equity firm which invests in defensible businesses with opportunities for significant… Read full bio

Lindsey Ord

Chief Financial & Risk Officer, Climate Fund Managers

Lindsey Ord is the Chief Financial Officer of Climate Fund Managers (CFM). CFM is a climate investment fund manager with a footprint in emerging markets, namely Asia, Africa and Latin America. Lindsey has 20+ years of experience in structuring privat… Read full bio

Nisha Raghavan

Managing Director- Chief Finance officer, EQT Partners

Nisha Raghavan joined EQT Partners in June 2016 as Chief Financial Officer and is a Managing Director of EQT Real Estate Advisory Team. She has over 17 years of experience within the real estate industry. Prior to joining EQT Partners, Mrs. Raghavan… Read full bio
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Sponsorship opportunities in 2020

For more information on sponsorship opportunities, please contact Chris Wagland, +44 (0) 0207 566 5475

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