International
Private Fund Compliance Forum San Francisco 2021
12 - 13 October 2021,
JW Marriott San Francisco
Conference Rescheduling Notice:
PEI Media has been working with our teams, clients and suppliers to monitor the impact of the Novel Coronavirus (COVID-19) outbreak. As part of this review, we have made the very difficult decision to reschedule the Private Fund Compliance Forum San Francisco scheduled to take place on October 12-13, 2020 at the JW Marriott San Francisco Hotel. The new 2021 dates are October 12-13, 2021.
We apologize for any inconvenience caused, but as always, the safety and health of our participants, community and staff are our priority and we feel this is the best option. PEI will be hosting an alternative 2020 conference: Private Fund Compliance New York on December 9-10, 2020 at Convene, 730 Third Ave. If you have any questions, please contact regny@peimedia.com.
To view our terms and conditions, click here.
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
Senior Specialized Examiner in the Office of Compliance Inspections and Examinations
2019 brochure now available for download!Â
Download the brochure to view:
– Speaker lineup
– Agenda highlightsÂ
– Networking opportunitiesÂ
– Discussion topics
and more!Â
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
Noah Becker
CFO, LLR Partners
Very well done and good mix of topics and speakers.
David Ludwig
Director Business Development, Vistra
Good conference, lot’s of C-level exec’s. The outsourcing breakout session was excellent!
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 availableÂ
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.
2019 Attendees
Stay tuned as our team works to put together the best program for all attendees. Interested in participating at the 2020 Forum?
Alma Subasic at alma.s@peimedia.com or +1 646-356-4521
Stay tuned as our team works to put together the best program for all attendees. Interested in speaking at the 2020 Forum?
 Please contact:
Alma Subasic at alma.s@peimedia.com or +1 646-356-4521
Showcase your company at the event
The Private Fund Compliance Forum San Francisco 2020 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 2020, contact Jimmy Kurtovic at jimmy.k@peimedia.com or call +1 646-795-3273.
515 Mason St, San Francisco, CA 94102
JW Marriott San Francisco
WEBSITE: Click here
Please note: Our team is working diligently to get you the best rates for the hotel. Please be sure to check back often for the discounted rates.
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?