Redefining the role of private equity CFOs & COOs

Join the Private Funds CFO Network to attend the 21st annual New York Forum on January 30-31, 2024.

The Forum will connect you with the most influential finance and operations decision-makers in private markets. Through two days of unrivalled networking and content, learn how your peers stay prepared for future innovations, trends, regulations, and market conditions.

Your learning and networking opportunities extend beyond the Forum. As a member of the Private Funds CFO Network, you can engage in discussions before and after the event, exchange ideas, and receive practical guidance through our dedicated online and in-person meetings with a reliable network of peers.

Join with your team of senior executives

Join us

Meet our keynote speakers

Join American Investment Council’s President and CEO for an exclusive interview as he looks at the state of private equity and what is to come in the year ahead. Topics of discussion include:

  • His position on the SEC’s biggest regulatory proposal imposed in years
  • 2024 initiatives coming from American Investment Council
  • The state of private equity and how it is becoming more public facing
  • Government perspective on the industry
  • And more…

Drew Maloney
President and Chief Executive Officer
American Investment Council

Hear straight from the FBI as they discuss their initiatives for financial risk management and prevention. You’ll learn to proactively detect and amend vulnerabilities against money laundering and future cyber-attacks.


Amit Kachhia-Patel
Assistant Special Agent in Charge, Cyber Program

Paul Roberts
Assistant Special Agent in Charge, Complex Financial Crimes Branch








Meet our newest Keynote speaker Meera Pandit , Executive Director, Global Market Strategist from J.P. Morgan Asset Management. Key topics of discussion she will go over are:

  • Understanding current and future global economic markets
  • Analyzing the global economy’s impact on private equity
  • Navigating geopolitical concerns and implementing risk management strategies
  • And much more…

Meera Pandit
Executive Director, Global Market Strategist
J.P. Morgan Asset 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

As a member of the Private Funds CFO Network, you will have exclusive access to the New York Forum and stay connected with like-minded peers through our member’s activities across the year. Learn more.

Key discussion topics

Transformation/evolution of the CFO role

Tackling today’s fundraising climate

Managing the current regulatory environment

Adopting the right technology solutions to advance the firm

AI and the use of innovative technologies in private markets

Conducting cash and risk management

Featured speakers

View all speakers
View all speakers

2024 attendees include:

1315 Capital
Access Holdings Management
Activant Capital
Adit Ventures
Advent International
AIMPERA Capital Partners
Altriarch Capital Management
American Investment Council
Ariel Alternatives
Ariel Investments
ATP Life Science Ventures
Audax Group
Avista Capital Partners
Balbec Capital
Banneker Partners
Banner Management
Bernhard Capital
Bessemer Investors
Blue Owl Capital
Blue Wolf Capital
Braemont Capital
Bregal Investments
Brookfield Asset Management
CCMP Capital
Center Rock Capital
Clarion Capital
Cornell Capital

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.