Examining private fund finance & compliance in a shifting regulatory environment

With increasing responsibilities, investor demands and regulatory requirements, CFOs and CCOs are wearing multiple hats while navigating an evolving regulatory environment.

The Private Fund Compliance Forum San Francisco is poised to examine what senior finance and compliance professionals are balancing in order to meet investor and regulatory demands. Attendees will discuss what should be on the radar for CFOs and CCOs and what has impacted the private fund industry thus far and what to expect in the years to come.

The Forum provides a platform for private equity and venture capital CFOs and CCOs to come together to discuss where finance and compliance roles intersect and the strategies for approaching emerging issues and evolving responsibilities.

Key topics to be covered at the event:

  • Cybersecurity
  • SEC exams
  • Fee and expense allocations
  • Conflicts of interest, valuations
  • How to grow your firm

2019 speakers

Keynote speaker

José Cisneros
Treasurer
City of San Francisco

Keynote speaker

Melissa Dickerson
Chief Financial Officer and Managing Director, Operations
Genstar Capital

Featured SEC speaker

Kristin Snyder
Co-Deputy Director, Office of Compliance Inspections and Examinations (OCIE)
U.S. Securities and Exchange Commission

Featured SEC speaker

Andrew Weilbacher
Senior Specialized Examiner in the Office of Compliance Inspections and Examinations
U.S. Securities and Exchange Commission

2019 brochure now available for download! 

Download the brochure to view:

– Speaker lineup

– Agenda highlights 

– Networking opportunities 

– Discussion topics

and more! 

Why attend the Forum?

Explore critical changes
Learn about the latest approaches for mitigating risk and managing the firm’s compliance program.

Connect with the industry
Join 125+ finance and compliance professionals to discuss how to effectively manage their dual-hatted functions. Build relationships that last through the refreshment breaks, drinks receptions and networking lunches.

CFO/CCO hot topics
Discover new ways to deal with conflicts of interest, cybersecurity, tax changes, expense allocations and valuations.

What our attendees say about the event

A quote icon for decorating the content Noah Becker

CFO, LLR Partners

Very well done and good mix of topics and speakers.

A quote icon for decorating the content David Ludwig

Director Business Development, Vistra

Good conference, lot’s of C-level exec’s. The outsourcing breakout session was excellent!

A quote icon for decorating the content Bryan Hiller

Business Development Executive, Kroll

Excellent group of participants highly engaged throughout.

Satisfy your annual CLE & CPE requirements at this year’s Forum

Up to 12 CPE & 8.5 CLE credits available 

PEI is registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National Registry
of CPE Sponsors. State boards of accountancy have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding registered sponsors may
be addressed to the National Registry of CPE Sponsors through its website: www.
NASBARegistry.org.

Last year's attendees

Aberdeen Standard Investments
ACA Aponix
Ares Management, LLC
Bain Capital, LP
City and County of San Francisco
Clearlake capital Group, L.P.
GI Partners
Insight Equity
Kirkland & Ellis
KKR
KSL Capital Partners
Liberty Advisor Group
Monroe Capital, LLC
Pathway Capital Management LP
Prologis
Ridgemont Equity Partners
SEI
Spectrum Equity
Starr Investment Holdings LLC
TPG
U.S. Securities and Exchange Commission
Vance Street Capital
Vistra

Agenda

For more information on the agenda, or to propose a speaker, please contact:
Zakira Ralling at zakira.r@peimedia.com or +1 646-545-3321

Day 1 Day 2
View agenda page

Agenda

Day 1 - Thursday 3rd

Breakfast & registration
07:30 - 18:00

Registration

08:00 - 09:00

Think tank breakfast (invite only): CFO Think Tank

  • CFO perspectives and best practices

 

08:00 - 09:00

Think tank breakfast (invite only): CCO / GC Think Tank

Kabir Masson
  • CCO and GC perspectives and best practices

Moderator:
Kabir Masson, Associate General Counsel & Deputy Chief Compliance Officer, GI Partners

A speaker photo for Kabir  Masson

Kabir Masson

Associate General Counsel & Deputy Chief Compliance Officer, GI Partners

Read bio
08:00 - 09:00

Welcome breakfast

General session
09:05 - 09:10

PEI welcome

Seth Kerker, Director Events – Americas, PEI

09:10 - 09:15

Chairman’s welcome

09:15 - 09:55

Keynote fireside chat featuring Melissa Dickerson, Chief Financial Officer & Managing Director, Operations, Genstar Capital

Melissa Dickerson, Jane Goodman

During her tenure at Genstar, Melissa has built out the private equity firm’s operational infrastructure as the firm grew from $200 million to $9 billion in assets under management, closing over 100 transactions (platform acquisitions & sales), and doubling staff.

  • In 2018, Melissa was named one of the “Top Ten Women Business Leaders in Private Equity” by Bold Business.
  • In December 2017, Melissa was named one of the 35 “Most Influential Women in Mid-Market M&A” by Mergers & Acquisitions.

Keynote interviewee:
Melissa Dickerson,
Chief Financial Officer & Managing Director, Operations, Genstar Capital

Interviewer:
Jane Goodman, Partner, EY

A speaker photo for Melissa Dickerson

Melissa Dickerson

Chief Financial Officer and Managing Director, Operations, Genstar Capital

Read bio
A speaker photo for Jane Goodman

Jane Goodman

Partner, EY

Read bio
09:55 - 10:45

CFO roundtable: on the frontline

Hiren Modi, Joshua Cherry-Seto, Andrew W. Petri
  • What are currently the biggest risks facing private equity?
  • Operational Due Diligence: What questions are investors asking? How do we improve operational efficiency?
  • Outsourcing: perceived challenges of outsourcing to third-party service providers
  • Fundraising
  • Valuation (boosting Port Co. value)
  • Identifying top priorities to deal with operational complexity
  • Fee pressures from investors
  • How are PE firms vesting their carried interest?
  • Strategies for finding undervalued assets in the current market
  • Growing your firm in the current competitive environment (how to build a billion dollar + firm)

Moderator:
Hiren Modi, Partner, EisnerAmper LLP

Panelists:
Joshua Cherry-Seto, Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners
Andrew W. Petri, Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners

A speaker photo for Hiren Modi

Hiren Modi

Partner, EisnerAmper LLP

Read bio
A speaker photo for Joshua Cherry-Seto

Joshua Cherry-Seto

Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners

Read bio
A speaker photo for Andrew W. Petri

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners

Read bio
10:45 - 11:05

Morning networking break

11:05 - 11:55

SEC Examination Priorities

Jason E. Brown, Michael Altschuler, Jane Jarcho, Amelia Stoj
  • Fee’s and expenses
  • Valuation
  • Marketing
  • Relationships between affiliated advisors
  • Cybersecurity

Moderator:
Jason Brown,
Partner, Ropes & Gray

Panelists:
Michael Altschuler, Chief Administrative Officer & General Counsel, Comvest Partners
Jane Jarcho, Special Adviser, Promontory Financial Group, an IBM Company
Amelia Stoj,
CCO, Director of Investor Relations and Registered In-House Counsel, Foresite Capital

A speaker photo for Jason E. Brown

Jason E. Brown

Partner, Ropes & Gray LLP

Read bio
A speaker photo for Michael Altschuler

Michael Altschuler

Chief Administrative Officer and General Counsel. Comvest Partners

Read bio
A speaker photo for Jane Jarcho

Jane Jarcho

Special Adviser, Promontory Financial Group, an IBM Company

Read bio
A speaker photo for Amelia Stoj

Amelia Stoj

Chief Compliance Officer, Director of Investor Relations and Registered In-House Counsel, Foresite Capital

Read bio
11:55 - 12:45

Spotlight Discussion: All things tech

James V. Gaven, Casey Santos
  • Implementing data automation
  • Is it possible finding the ROI of a tech investment?
  • When is it time to upgrade your tech?
  • The future of PE highlighting AI, cloud tech, data storage
  • Outsourcing tech needs

Panelists:
James V. Gaven, Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe
Casey Santos, Senior Vice President and Chief Information Officer, General Atlantic

A speaker photo for James V. Gaven

James V. Gaven

Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

Read bio
A speaker photo for Casey Santos

Casey Santos

Senior Vice President and Chief Information Officer, General Atlantic

Read bio
Afternoon sessions
12:45 - 14:15

Networking lunch

14:15 - 15:05

Compliance roundtable: navigating an increasingly complicated regulatory landscape

Jamila Abston, Steve Eisner, Annette O’Donnell-Butner, Gwen Reinke, Heather R. Zuzenak
  • How to interpret the new AICPA rules
  • Regulatory change and political uncertainty
  • Market risk and high-risk products
  • Cooperation and self-reporting
  • Conduct risk and sexual harassment
  • Personal liability
    • Conflicts of interest
    • Outside business activities

Moderator:
Jamila Abston, Partner, EY

Panelists:
Steve Eisner, 
General Counsel and Chief Compliance Officer, Francisco Partners Consulting
Annette O’Donnell-Butner, Chief Compliance Officer for Public Markets, KKR
Gwen Reinke, Chief Compliance Officer, Vista Equity Partners
Heather R. Zuzenak, Chief Compliance Officer, Advent International Corporation

 

 

A speaker photo for Jamila Abston

Jamila Abston

Partner, EY

Read bio
A speaker photo for Steve Eisner

Steve Eisner

General Counsel and Chief Compliance Officer, Francisco Partners Consulting

Read bio
A speaker photo for Annette O’Donnell-Butner

Annette O’Donnell-Butner

Chief Compliance Officer for Public Markets, KKR

Read bio
A speaker photo for Gwen Reinke

Gwen Reinke

Chief Compliance Officer, Vista Equity Partners

Read bio
A speaker photo for Heather R. Zuzenak

Heather R. Zuzenak

Chief Compliance Officer, Advent International Corporation

Read bio
Breakout series
15:05 - 15:50

Track A | Private credit: compliance and risk management

Sarah Curran
  • How can PE fund address and minimize conflict when expanding into credit?
  • Strategic approaches to the formation and growth of a private debt fund
    • Are changes to your infrastructure necessary?
  • Mitigating allocation and compliance issues
  • What the SEC Sweep of Private Credit Firms Means for CCOs

Moderator:
Sarah Curran, Director, Promontory Financial Group, an IBM Company

Panelist:
J. Troy Beatty, General Counsel and Chief Compliance Officer, White Oak Global Advisors, LLC

A speaker photo for Sarah Curran

Sarah Curran

Director, Promontory Financial Group, an IBM Company

Read bio
15:05 - 15:50

Track B | New rules and regulations: The California Privacy Act

Paul Schappell, CIPT, CISA, CISSP

The California Privacy Act comes into force on January 1, 2020 with a one-year look back provision, so it is essential that private fund managers understand how this will affect their data operations. The CCPA is coming and now is the time for PE funds to take action.

  • What does the law require business to do?
  • What exactly is personal data?
  • How will it affect PE firms?
  • How does the CCPA compare to the GDPR?
  • What does this mean for investment due diligence?
  • What other states will follow California’s lead?

Moderator:
Paul Schappell, CIPT, CISA, CISSP, Senior Principal Consultant, ACA Aponix

A speaker photo for Paul Schappell, CIPT, CISA, CISSP

Paul Schappell, CIPT, CISA, CISSP

Senior Principal Consultant, ACA Aponix

Read bio
Afternoon sessions
15:50 - 16:15

Afternoon networking break

16:15 - 17:00

Keynote Address | San Francisco: A Financially & Socially Responsible City

José Cisneros

José Cisneros discusses being the Treasurer of San Francisco, a local government with a $10 billion budget, as well as managing a short term multi-billion dollar highly risk adverse portfolio. Using his experience in the tech and banking industries to enhance and modernize taxpayer systems, Treasurer Cisneros has successfully managed the City’s portfolio through a major recession. Continuing to leverage his strong background and leadership, Treasurer Cisneros believes that his role of safeguarding the City’s money extends to all San Francisco residents, and has been an advocate for the economic security and mobility of low income San Franciscans through award-winning programs like Kindergarten to College, Bank On SF and the Financial Justice Project, thus making San Francisco socially responsible.

Keynote speaker:
José Cisneros, Treasurer, City of San Francisco

A speaker photo for José Cisneros

José Cisneros

Treasurer, City of San Francisco

Read bio
17:00 - 17:05

Chairman's closing remarks

17:05 - 18:05

Cocktail reception

Agenda

Day 2 - Friday 4th

General session
08:00 - 09:00

Breakfast

09:05 - 09:15

Chairman’s opening remarks

09:15 - 10:00

SEC update

Dale Thompson, CPA, Kristin Snyder, Andrew Weilbacher

Moderator:
Dale Thompson, CPA, Assurance Partner, Asset Management Practice, BDO

Panelists:
Kristin Snyder, Co-Deputy Director, Office of Compliance Inspections and Examinations (OCIE), U.S. Securities and Exchange Commission
Andrew Weilbacher, Senior Specialized Examiner in the Office of Compliance Inspections and Examinations, SEC

A speaker photo for Dale Thompson, CPA

Dale Thompson, CPA

Assurance Partner Asset Management Practice, BDO

Read bio
A speaker photo for Kristin Snyder

Kristin Snyder

Co-Deputy Director, Office of Compliance Inspections and Examinations (OCIE); National Associate Director of the Investment Adviser/Investment Company Examination Program, U.S. Securities and Exchange Commission

Read bio
A speaker photo for Andrew Weilbacher

Andrew Weilbacher

Senior Specialized Examiner in the Office of Compliance Inspections and Examinations, SEC

Read bio
10:00 - 10:45

Cyber risk management

Kabir Masson
  • Data Protection
  • Prioritizing cybersecurity in the due diligence processes
  • Formal vendor management program
  • Investing in next gen technology
  • How to write cybersecurity policies to avoid legal trouble

Moderator:
Edward McNicholas, Partner, Ropes & Gray

Panelists:
Annie Chau, Chief Administrative & Compliance Officer Angeles Equity Partners
Jennifer Ciresi, SVP & Registered In-House Counsel, Jordan Park
Kabir Masson, Associate General Counsel and Deputy Compliance Officer, GI Partners

A speaker photo for Kabir  Masson

Kabir Masson

Associate General Counsel & Deputy Chief Compliance Officer, GI Partners

Read bio
10:45 - 11:05

Networking break

11:05 - 11:50

Venture capital/growth equity: finance, administration & operations

Jessica Duran
  • Increasing LP and regulatory scrutiny
  • Accounting & auditing standards
  • Capital formation and regulation
    • Fundraising – Q1 fundraising is at an all-time high…Why?
  • Operating Principles
  • Entity formation and operations

Moderator:
Alastair Goldfisher, Venture Capital Editor, Buyouts Insider

Panelists:
Jessica Duran, Chief Financial Officer and Chief Compliance Officer, TSG Consumer Partners
Jennifer Naylor, CFO, Sandbox Industries

A speaker photo for Jessica Duran

Jessica Duran

Chief Financial Officer and Chief Compliance Officer, TSG Consumer Partners

Read bio
11:50 - 12:35

Taxation: What should PE firms expect in 2020?

Michael Behles, Dan Drury

• How will U.S. tax reform enacted before the close of 2017 continue to shape private equity activity in 2019 and 2020?
• Carried interest could be a focus after 2020 elections – Is the end of the carried interest tax break nearing?
• How has the passage of the Tax Cuts and Jobs Act affected the PE industry?
• Important tax reform for venture capital firms
– Research & Development Tax Credit Reform, QSBS Reform, 382 Safe Harbor and Stock Options Tax Deferral
– Capital Gains Rate and Carried Interest and Capital Gains Rate Differential

Moderator:
Michael Behles, Partner, EY

Panelist:
Dan Drury, Tax Director, Makena Capital Management LLC

A speaker photo for Michael Behles

Michael Behles

Partner, EY

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A speaker photo for Dan Drury

Dan Drury

Tax Director, Makena Capital Management LLC

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12:35 - 12:40

Chairman's closing remarks

12:40 - 14:00

Networking lunch

Speaker lineup

Interested in speaking at the 2019 Forum?

Please contact Zakira Ralling at zakira.r@peimedia.com or call +1 646-545-3321

Jamila Abston

Partner, EY

Jamila is a Partner in the EY Financial Services Office – Wealth and Asset Management practice in New York, NY. Jamila rejoined EY from the U.S. Securities and Exchange Commission, where she served as the Assistant Regional Director for the Office of… Read full bio

Michael Altschuler

Chief Administrative Officer and General Counsel. Comvest Partners

Michael serves as Chief Administrative Officer & General Counsel, and is responsible for Comvest’s administrative operations and legal function. Prior to joining Comvest, Michael spent five years as the general counsel and corporate secretary for a N… Read full bio

Michael Behles

Partner, EY

Mike is a Partner with Ernst & Young LLP, based in San Francisco, with more than 19 years of experience advising the financial services industry. He works closely with global and local leaders in the private equity industry on tax strategy and consid… Read full bio

Jason E. Brown

Partner, Ropes & Gray LLP

Jason has extensive experience representing investment advisers to private equity funds, real estate funds, credit funds, venture capital funds, hedge funds, separate accounts and commodity pools. Representative Clients and Matters • Assisted numerou… Read full bio

Joshua Cherry-Seto

Chief Financial Officer and Chief Compliance Officer, Blue Wolf Capital Partners

Joshua Cherry-Seto is the Chief Financial Officer at Blue Wolf Capital Partners LLC, a family of private equity funds which focus on transformational investments in middle market companies. Mr. Cherry-Seto is responsible for fund and management compa… Read full bio

José Cisneros

Treasurer, City of San Francisco

José Cisneros is the elected Treasurer for the City and County of San Francisco. As Treasurer, he serves as the City’s banker and Chief Investment Officer, managing all tax and revenue collection for San Francisco. Appointed in 2004, and first electe… Read full bio

Sarah Curran

Director, Promontory Financial Group, an IBM Company

Sarah recently joined Promontory after over 13 years at the SEC, most recently serving as Exam Manager for the Private Funds Unit in OCIE. Sarah was instrumental in the formation of this unit, OCIE's first national specialized examination unit. She h… Read full bio

Melissa Dickerson

Chief Financial Officer and Managing Director, Operations, Genstar Capital

Melissa Dickerson is the Chief Financial Officer and Managing Director, Operations, of Genstar Capital, responsible for finance & accounting, regulatory compliance, risk management, technology and administration. She joined Genstar in 2004. From 1999… Read full bio

Dan Drury

Tax Director, Makena Capital Management LLC

Dan Drury is the Director of Tax at Makena Capital Management (“Makena”), an endowment-style investment firm founded by principals from leading North American investment organizations. Makena currently manages $19 billion through evergreen vehicles d… Read full bio

Jessica Duran

Chief Financial Officer and Chief Compliance Officer, TSG Consumer Partners

Jessica Duran is the Chief Financial Officer & Chief Compliance Officer at TSG Consumer Partners, a San-Francisco based private equity firm which focuses exclusively on the branded consumer sector. Ms. Duran joined TSG from Deloitte, LLP where she wa… Read full bio

Steve Eisner

General Counsel and Chief Compliance Officer, Francisco Partners Consulting

Steve Eisner is the General Counsel and Chief Compliance Officer of Francisco Partners, where he oversees all legal and regulatory matters for the firm and its private equity funds. Prior to joining Francisco Partners, Mr. Eisner served as the Chief… Read full bio

James V. Gaven

Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

James Gaven is Senior Counsel & Chief Compliance Officer, having joined WCAS in 2010. In addition to his legal and compliance responsibilities, Mr. Gaven helps coordinate the Firm’s ESG program. Previously, he worked at Kohlberg Kravis Roberts & Co.… Read full bio

Jane Goodman

Partner, EY

Jane Goodman is a Los Angeles-based Audit Partner with Ernst & Young’s Wealth and Asset Management practice. She has over 12 years of experience serving asset management clients focused on both fund audits and corporate audits. Jane specializes in pr… Read full bio

Jane Jarcho

Special Adviser, Promontory Financial Group, an IBM Company

Jane joined Promontory in December 2018 as a special adviser to the asset management group. Jane spent 28 years at the Securities and Exchange Commission and has extensive experience in both the Examinations and Enforcement programs. Prior to leaving… Read full bio

Kabir Masson

Associate General Counsel & Deputy Chief Compliance Officer, GI Partners

Kabir Masson is Associate General Counsel & Deputy CCO at GI Partners. Prior to joining GI Partners, Mr. Masson was Vice President & Counsel at Deutsche Bank. Prior to Deutsche Bank, he practiced law at Cleary Gottlieb Steen & Hamilton in New York. B… Read full bio

Hiren Modi

Partner, EisnerAmper LLP

Hiren Modi is an Audit Partner in the firm's Financial Services Group. He has nearly 20 years of extensive experience in all areas of accounting and auditing. In particular, he serves a large number of broker-dealers, domestic and offshore hedge fund… Read full bio

Annette O’Donnell-Butner

Chief Compliance Officer for Public Markets, KKR

Annette O’Donnell-Butner (San Francisco) joined KKR in February 2009 and is a Director and Chief Compliance Officer for Public Markets. In this capacity she serves as the Chief Compliance Officer for KKR Credit. Previously, Ms. O’Donnell-Butner was s… Read full bio

Andrew W. Petri

Chief Financial Officer and Chief Compliance Officer, Pfingsten Partners

Andrew joined Pfingsten in 2008 and is responsible for all financial, tax, compliance and administrative activities of the firm. Prior to joining Pfingsten, he worked with private equity, hedge fund, and broker-dealer audit clients in the Financial S… Read full bio

Gwen Reinke

Chief Compliance Officer, Vista Equity Partners

Gwen Reinke joined Vista in 2014 and is Vista’s Chief Compliance Officer. Ms. Reinke oversees the Vista’s Global regulatory and compliance functions, along with legal oversight for all internal Firm matters including fund formation and fundraising. P… Read full bio

Casey Santos

Senior Vice President and Chief Information Officer, General Atlantic

Casey Santos is the Chief Information Officer at General Atlantic and leads the firm’s Global Information Technology team. In this role, she oversees General Atlantic’s global information technology initiatives, including infrastructure, cybersecurit… Read full bio

Paul Schappell, CIPT, CISA, CISSP

Senior Principal Consultant, ACA Aponix

Paul Schappell is a Senior Principal Consultant at ACA Aponix, the cybersecurity and IT risk division of ACA Compliance Group. In this role, he leads personal data processing discovery and data privacy program assessment reviews. Prior to ACA, Paul s… Read full bio

Kristin Snyder

Co-Deputy Director, Office of Compliance Inspections and Examinations (OCIE); National Associate Director of the Investment Adviser/Investment Company Examination Program, U.S. Securities and Exchange Commission

Kristin Snyder is the Co-Deputy Director of the SEC’s Office of Compliance Inspections and Examinations (OCIE) as well as OCIE’s National Associate Director of the Investment Adviser/Investment Company Examination Program. Ms. Snyder also serves as t… Read full bio

Amelia Stoj

Chief Compliance Officer, Director of Investor Relations and Registered In-House Counsel, Foresite Capital

Amelia joined Foresite Capital in 2017 as Director of Investor Relations and Registered In-House Counsel, and serves as Chief Compliance Officer. She brings more than ten years of combined professional experience in the compliance and legal fields. P… Read full bio

Dale Thompson, CPA

Assurance Partner Asset Management Practice, BDO

Dale provides assurance services to registered funds, alternative funds and broker dealers in New York. Dale has more than 21 years of experience managing multiple audit engagements covering a wide range of asset management companies including busine… Read full bio

Andrew Weilbacher

Senior Specialized Examiner in the Office of Compliance Inspections and Examinations, SEC

Andrew Weilbacher is a Senior Specialized Examiner in the Private Funds Unit in the SEC’s Office of Compliance Inspections and Examinations (OCIE). Mr. Weilbacher is also a co-coordinator of the Private Funds Specialized Working Group. In his role as… Read full bio

Heather R. Zuzenak

Chief Compliance Officer, Advent International Corporation

Heather Zuzenak joined Advent International in 2013 and is the firm's Chief Compliance Officer. Heather previously worked at Audax Group as Chief Compliance Officer and fund counsel. Prior to Audax Group, she was Senior Counsel at Goodwin Procter LLP… Read full bio
View all speakers

Showcase your company at the event

The Private Fund Compliance Forum San Francisco 2019 will offer a unique opportunity for organizations to raise their profile by meeting with the senior private equity finance and compliance professionals across two days of engaging panel discussions and networking opportunities.

For exclusive sponsorship packages for 2019, contact Jimmy Kurtovic at jimmy.k@peimedia.com or call +1 646-795-3273.

Pre-Event Resources

How big is your compliance team?

The in-house counsel, chief financial officer and other executives at private equity firms are often asked to juggle compliance responsibilities in addition to their non-compliance tasks. How does your firm stack up?

515 Mason St, San Francisco, CA 94102

JW Marriott San Francisco

BOOK YOUR ROOM TODAY 

Hotel accommodations are also available at the JW Marriott. We have arranged a special conference rate of $319.00 + tax. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised. Deadline to book is by September 18th, 2019.

CLICK HERE TO BOOK DIRECT