20th Annual Private Funds CFO New York Forum 2023 | PEI Media Group Ltd. | 18 January 2023 | Sheraton New York Times Square Hotel, 811 7th Avenue, W 53rd St, New York, NY 10019, USA

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 are 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.

Key discussion topics:
The agenda is built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provide 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…

2023 Speakers

Rahul Agarwal
Head of Finance, Lindsay Goldberg

Saba Ahmad
Partner and Chief Operating Officer, Turning Rock Partners

Frank Anduiza
EVP, Head of Private Fund Sales, Ultimus LeverPoint

Indhira Arrington
Managing Director and Global Chief Diversity, Equity and Inclusion Officer, Ares Management Corporation

Chitra Baskar
President of Fund Solutions, CSC

Brandon Baudin
Chief Financial Officer, The Sterling Group

Noah Becker
Chief Financial Officer, LLR Partners

Blake Bennett
Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Michelle Bergman
Chief Compliance Officer and General Counsel, Vestar Capital Partners

Susan Black-Beth
COO, Avante Capital Partners

Danny Bloomstine
Business Development, Private Equity & Venture Capital, Juniper Square

Jeff Bohl
CFO, Ontra

Robby Bourgeois
Partner & Chief Financial Officer, Varagon Capital Partners

Kyle Burrell
Partner, Financial Services Office, Ernst & Young LLP

Tania Carnegie
Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Joshua Cherry-Seto
Partner and Chief Financial Officer, StartUp Health

Alfred Chuang
Managing Director and Chief Financial Officer, Kensington Capital Partners

Blinn Cirella
CFO, Saw Mill Capital

Jim Clayton
National Private Equity Advisory Leader, BDO

Jesse Cole
Global Head of Private Markets, State Street

Dina Colombo
CFO/COO, GreyLion Capital

Jacob Comer
General Counsel and CCO, NovaQuest Capital

Andrew Coren
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Amanda Coussens
Chief Financial Officer and Chief Compliance Officer, P10

Jason Currier
Managing Director, Chief Financial Officer, Audax Private Equity

Steven DeCillis II
Partner & Chief Financial Officer, AEA Investors LP

Heidi Deiner
National Executive Director, Private Equity CFO Association

Jessica Duran
Managing Director, Chief Financial Officer, TSG Consumer Partners

Dominic Elias
Chief Client Advisory Officer, EWM Global

Chad Erwin
SVP, Global Head of Asset Owners/Allocators, Backstop Solutions Group

Gerry Esposito
Partner & CFO, Newbury Partners

Cesar Estrada
Private Markets Segment Head, Arcesium

Simon Eyre
Chief Information Security Officer, Drawbridge

Colleen Fay
Tax Partner, Withum

Eric Feldman
Chief Information Officer, The Riverside Company

Bethany Foullois
Chief Operating Officer & Chief Compliance Officer, LNK Partners

Heather Fraser
Chief Financial Officer and Managing Director, TZP Group

Adam Freedman
Managing Director & Chief Compliance Officer, HarbourVest Partners

Brian Garfield, CFA, ASA
Managing Director, Lincoln International

James Gaven
General Counsel & Chief Compliance Officer, SK Capital Partners

Jeffrey Gilbert
Chief Operating Officer and General Counsel, Carnelian Energy Capital

Kara Goodloe Harling
Senior Managing Director and Chief Compliance Officer, Mountain Capital Management, LLC

Tanya Hayes
Partner, Human Capital and ESG, Frazier Healthcare Partners

Darren Herz
Chief Financial Officer, Goldner Hawn

Wema Hoover
Global Diversity, Equity & Inclusion Leader, Executive Coach, Culture Curator, & former Global Head of Diversity, Equity and Inclusion, Google & Pfizer

Kelly Hurley
CFO, Centre Partners Management

Ron Insana
Senior Analyst & Commentator, CNBC

Priya Iyer
Chief Executive Officer and Board Member, Concertiv

Aileen Keaney
Chief Financial Officer, Ethos Capital

Arthy Kumar
Industry Principal, Investments and Financial Services, Workiva

Kwame Lewis
Head of Product Innovation, Fund Services, North America, TMF

Matthew Maguire
Director, Finance & Strategy and Head of ESG, Park Square Capital, LLP

Shant Mardirossian
Partner, Chief Operating Officer, Kohlberg & Company

Mike Martinez
Chief Operating Officer & General Counsel, Pine Brook Partners

Hemal Mehta
Founder and CEO, Atominvest

Jason Ment
Partner, President & Co-COO, StepStone Group

Allison Miyake
Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

Eve Mongiardo
Chief Financial Officer Blue Wolf Capital Partners

Michelle Nasir
Chief Talent Officer, Arsenal Capital Partners

Nickie Norris
Senior Partner, COO, CCO, New Heritage Capital

Kristine O’Connor
Managing Director and Chief Financial Officer, Franklin Park

Michael Patanella
Managing Partner - Asset Management, Grant Thornton

Evelyn C. Pellicone
CFO & Partner, Crestview Advisors, LLC

Verdun Perry
Global Head of Blackstone Strategic Partners, Blackstone

Brad Pietras
Director of Finance, Level Equity

Omar Rahman
CFO, Access Holdings Management

Rama Ramachandran
Chief Technology Officer, Black Diamond Capital Management

Pamela Ramigadu
Chief Financial Officer, Adenia Partners

Giulianna Ruiz
Partner, General Counsel and Chief Compliance Officer, Trilantic Capital Management L.P.

Sanjay Sanghoee
CCO, CFO, and CCO, Delos Capital

Dean Schaffer
Managing Director, Alter Domus

Maggie Schmitt
Chief Financial Officer, JMI Equity

Béla Schwartz
CFO, The Riverside Company

Steve Sims, CFA
Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Christine Smoragiewicz
Chief Financial Officer & Chief Compliance Officer, MPE Partners

Jason Snider
Chief Financial Officer / Chief Compliance Officer, Gauge Capital

Allison Spector
Head of ESG, One Rock Capital Partners

Dave Stangis
Partner & Chief Sustainability Officer, Apollo Global Management

John Stephens
Partner & Chief Financial Officer, US, Pomona Capital

Lance Taylor
Partner and Chief Financial Officer, HGGC

John Teng
Director, Corporate Business Applications, H.I.G Capital

Greg Vilkin
CFO & COO, Upper90

Snehal Waghulde
Managing Director, Deloitte

Adam Weinstein
Managing Director, COO, CFO, New Mountain Capital

Gerald Whelan
Tax Partner/Principal – EY Private Equity Tax Technical Leader, Ernst & Young LLP

Clay Willingham
Executive Director, Commercial Strategy, Valuation Solutions, IHS Markit

Nina Yoo
Chief Financial Officer, Fengate Asset Management

Mark Zogaria
CFO/COO, Summer Street Capital Partners

Arthur Zuckerman
Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners, LLC

2023 Sponsors

PLATINUM SPONSORS:
• EY
• Grant Thornton

LEAD SPONSORS:
• Embark
• S&P Global Market Intelligence
• Ultimus Leverpoint Private Fund Solutions

SPONSORS:
• Abacus Group
• Allvue
• Alter Domus
• Apex
• Arcesium
• Atom Invest
• Backstop Solutions
• BDO
• Cobalt a Factset Company
• Concertiv
• Concise from Encore
• CSC
• Deloitte
• Diligent
• DrawBridge
• EWM Global
• FIS
• Gen II
• Juniper Square
• KPMG
• Lincoln International
• Ontra
• Ropes and Gray
• SEI
• State Street
• TMF Group
• Withum

MEDIA SPONSOR:
• Private Equity CFO Association

HOST PUBLICATION:
• Private Funds CFO