Redefining the role of private equity CFOs & COOs

The community came together to celebrate the 20th Annual Private Funds CFO New York Forum!

The Forum is the annual meeting for the C-level private equity community to network and gain new strategies to boost finance and operational team efficiencies.

The timely and actionable discussion topics were covered by a breadth of authoritative speakers to empower private fund CFOs and their senior finance and operations executives to impact practices within their organizations.

Attend the Forum in 2024 to build your peer network and stay connected through the year with Private Funds CFO Network access.

Bring your team of senior executives and save | CPE credits available

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Meet our keynote speakers

Wema Hoover
Global DEI leader & former Google Global Head of DEI

Wema Hoover is a culture and DEI expert who has dedicated her career to serving as a catalyst for change and as a transformational leader.  Her expertise centers on diversity, equity, and inclusion, authentic leadership and women’s empowerment with a reputation for creating systemic organizational change into people, processes, and products on a global scale.

Ron Insana
CNBC Senior Analyst and Commentator, Trailblazing Financial Journalist, and Financial Professional

Highly respected business journalist, Ron Insana looks at today through the lens of economic history. Properly assessing the current environment is vital to determining what to do next. A savvy trend-watcher, Ron will offer insights to help investors plan for the future in a world beset by constant change.

Dave Stangis
Partner & Chief Sustainability Officer
Apollo Global Management

Dave Stangis created the first proactive ESG strategy in the Fortune 100 more than 20 years ago. He has proven success in designing integrated strategies that advance commercial and operational performance and agility. He is currently leading Sustainability and ESG at Apollo Global Management.

Why the Private Funds CFO New York Forum?

Benchmark against peers

Understand how your peers are overcoming common challenges. The Forum will provide senior finance and operations executives with actions that can make a tangible impact at their firm.

Explore new services

Discover ways to streamline and improve your processes with a vetted group of private market service providers onsite and eager to assist you ease pain points in day-to-day activities.

Year-round intelligence and networking

All attendees to the 20th anniversary Private Funds CFO New York Forum received a one-year membership to the Private Funds CFO Network to stay connected across the year with the CFOs you meet at the conference. Learn more.

Key discussion topics

The agenda was built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provided relevant information to impact processes and practices within firms, such as:

  • Boosting cybersecurity efforts amidst skyrocketing cyberattacks against financial firms
  • Elevating diversity, equity and inclusion initiatives at your firm and beyond
  • ESG data collection & reporting
  • Accelerated pace of fundraising & reporting
  • Using data & technology to gain a strategic advantage
  • SEC exams in 2023: new audit rules & how to be prepared for an exam
  • And much more…

Featured speakers

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Attending firms included:

American Family Ventures
Arctos Partners
Atlas Holdings
Bernhard Capital
Blue Wolf Capital Partners
BP Energy Partners
Bregal Investments
Calvert Street Capital Partners
CCMP Capital Advisors
Center Rock Capital Partners
Corsair Capital
EIG Global Energy Partners
Eldridge Industries
Endeavor Catalyst
Enlightened Hospitality Investments
Equilibrium Capital Investment Management
FFL Partners
Five Points Capital
Flexpoint Ford
Fundamental Advisors
GID Investment Advisers
Goldman Sachs
Great Hill Partners
Greenbriar Equity Group
GTIS Partners
Hamilton Lane
HarbourVest Partners
Hastings Equity Partners
Jeremy Thurber
Kainos Capital
Lateral Investment Management
LongRange Capital
Lovell Minnick Partners
Madryn Asset Management
Marlin Equity Partners
MiddleGround Capital
New Harbor Capital
New Spring Capital
Newlight Partners
Omega Funds
Palistar Capital
Pamlico Capital
Peak Rock Capital
Periscope Equity
Peterson Partners
Peterson Ventures
PPM America
Pritzker Private Capital
Promus Holdings
Quad-C Management
Quantum Energy Partners
RCP Advisors
RiverRock Funds
Solum Partners
Swander Pace Capital
The Cynosure Group
The National Investment and Infrastructure Fund
Thompson Street Capital Partners
Trive Capital
Tusk Venture Partners
Warburg Pincus
Willowridge Partners
Wynnchurch Capital
X10 Capital Management
Z Capital Group

What attendees say about the Forum

Lisa Costello

HCI Equity Partners

I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will f…

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Bernadette Mentor

Prysm Capital

The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these disc…

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Blake Bennett

Revelstoke Capital Partners

I really enjoy this conference. I can always count on the who’s who of private equity professionals to be in attendance.