Private Funds
CFO
CFO
Private Fund Compliance Operations Forum New York 2024
November 19-20, 2024
Convene, 360 Madison Avenue, New York
Exploring the role of the private funds CCO
The Private Fund Compliance Operations Forum is a collaboration-first event for compliance professionals to benchmark their processes and bring new strategies back to their firm.
Across two days you’ll take a deep dive into vital strategies needed to meet the evolving non-legal and regulatory expectations for your role.
This Forum is essential for all compliance professionals to discuss how SEC rules are being applied, improve your firm’s practices, and ensure your firm is on pace with the rest of the industry.
Why the Private Fund Compliance Operations Forum?
Benchmark against peers
Benchmark your back-office operations against peer organizations and learn how they are writing their AI, cyber, and data policies.
Build a cohesive strategy
Improve your firm’s risk and data management, cybersecurity, tech solutions, LP relations and much more.
Broaden your understanding
Expand your knowledge base of all things related to the SEC to help guide your firm forward.
“The selection of topics were all very relevant and it was helpful to learn of insights from the panels…”
Eli Oh, Crow Holdings Capital
“Great networking opportunities, interesting topics, and fabulous guest speakers.”
Alexandra Maisel, Sun Capital Partners
2023 featured speakers
2023 attendees included:
Start the conversation early in DC
Join us at the Private Fund Compliance Regulatory Forum in Washington, DC this May. The Forum is a great stop before our New York Forum as you’ll hear directly from the SEC on what’s coming from them, how to prepare for exams, and all enforcement actions.
Build an expansive knowledgebase
Collaborate with your peers through roundtable discussions to solve the biggest issues facing the industry. Topics of discussion include:
- What to expect when you’re examined and how to prep
- Talent implications for complying with the private fund adviser rules
- Cybersecurity protocols that reduce exposure across your portfolio
- Firmwide risk management strategies
- And more…
Lead the discussion in 2024
In 2023, attendees heard from leading firms including:
- Bain Capital
- General Atlantic
- KKR
- NovaQuest Capital Management
- And 50+ more…
2024 speaker list coming soon.
Pre-Event Resources
Connect with a community of CFOs, COOs and senior finance executives
The Private Fund Compliance Forum offers a unique opportunity for providers to engage and connect with senior compliance professionals in the private equity sector through thought leadership, networking, and more.
For exclusive sponsorship packages for 2024, contact Josh Stoller at joshua.s@pei.group or call +1 646 970 3923.
2024 Sponsors
Make essential connections
Be a part of the largest gathering of compliance leaders in the industry. Over two days you’ll build up your book of contacts while discussing solutions to shared challenges with this expansive community.
Last year compliance professionals from 150+ firms discussed everything coming from the SEC and how to best prepare their firm.
Sessions promoting collaboration
Breakfast meetings and think tanks
Cover critical issues and exchange solutions on curated topics with your peers at our breakfast meetings and GP-only think tanks.
Networking breaks
Catch up with your peers to build your network and discuss session takeaways during the many designated networking breaks.
Workshops
More hands-on than a traditional panel, our workshops start with a 25 minute discussion followed by a 40 minute peer-to-peer workshop.
Participants at a glance
“Event was a great opportunity to hear from three important constituents: SEC staff, industry advisors, and peers in the trenches who deal with the same challenges I deal with.
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Daniel Gewanter, Kohlberg & Co
“Great networking opportunities, interesting topics, and fabulous guest speakers.
“
Alexandra Maisel, Sun Capital Partners