CFOs & COOs Forum 2022 | PEI Media | 27 April 2022 | Sheraton New York Times Square Hotel, 811 7th Avenue, W 53rd St, New York, NY 10019, USA

Entering its 19th year, the Forum New York is the industry benchmark for high-value content and networking.

The annual meeting for C-level executives, the Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

The 2022 live Forum features insightful keynotes, panels, working groups, live Q&As, think tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.

2022 Speakers

Hina Ahmad
Senior Managing Director & Chief Operating Officer, Capital Dynamics

Charmone Adams
Advisory Senior Manager, Grant Thornton LLP

Saba Ahmad
Partner and Chief Operating Officer, Turning Rock Partners

Anne Anquillare, CFA
Chief Executive Officer and President, PEF Services LLC

Max Bauer
Director of Business Development, Anduin

Brandon Baudin
Chief Financial Officer, The Sterling Group

Noah Becker
Chief Financial Officer, LLR Partners

John Beczak
Chief Financial Officer. Resource Capital Funds

Tony Braddock
Chief Financial Officer, Stellex Capital Management LLC

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

Tracey Chaffin
Partner and Chief Financial Officer, Pamlico Capital

Joshua Cherry-Seto
Managing Director, CFO & CCO, Blue Wolf Capital Partners

Sam Cohn
Chief Financial Officer - Credit & Venture, Perceptive Advisors

Dirk Cockrum
Managing Director, ESG, BKD, CPAs & Advisors

Dina M. Colombo
Partner, COO & CFO, GreyLion Capital

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

Gerald Esposito
Partner, CFO & CCO, Newbury Partners

April Evans
Partner, CFO and CCO, Monitor Clipper Partners

Adam Felsenthal
General Counsel, Great Point Partners

James Gaven
Senior Counsel and Chief Compliance Officer, Welsh, Carson, Anderson & Stowe

Jacqueline Giammarco
Managing Director and Chief Compliance Officer, Stone Point Capital LLC

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

Christopher J. Gimbert
Chief Financial Officer, Star Mountain Capital

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

Omar Hassan
Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

John Herr
Chief Financial Officer, Francisco Partners

Stephen E. Hoey
Chief Financial Officer, Vertica Capital Partners

Devin Holden
Compliance Director, NovaQuest Capital Management

Ruth E. Horowitz
Vice President, Equity Mobilization Division, IFC Asset Management Company

Sara Huang
Managing Director, Ardian

Raoul Kamath
Regional Director – Americas, EWM Global

Sandra Kim-Suk
Chief Financial Officer, Engine No. 1

Jill Lampert
Chief Financial and Administrative Officer, NGP Energy Capital Management

P. Thao Le
Partner, Troutman Pepper

Richard Lee, CPA
Chief Financial Officer, The Cynosure Group

Mark Levitt
Chief of Staff, Global Infrastructure Partners

Mark Magerman, PhD, PCC
Executive Coach, Organization Development Consultant, Gestalt Works

KC Mahan
Associate Vice President, The Meridian Group

Thomas Mayrhofer
CFO and COO, EJF Capital, LLC

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

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

Stephanie Paine
Partner and Chief Financial Officer, Pritzker Private Capital

Michael Patanella
Managing Partner - Asset Management, Grant Thornton

Deneshea L. Phelps
Chief Financial & Compliance Officer, Arlington Capital

Kevin Power
Head of Compliance – Americas, Pantheon

Heramb Ramachandran
Chief Financial Officer, Sciens Capital

Kevin Richardson
Finance Director, Bregal Sagemount

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

Sanjay Sanghoee
COO, CFO and CCO, Delos Capital

Dean Schaffer
Managing Director, Alter Domus

Daren Schneider
CFO & CCO, JLL Partners, LLC

Todd Schneider
CFO & CCO, Delta Capital Partners Management LLC

Béla Schwartz
CFO, The Riverside Company

Kshitij Shah
Chief Financial Officer & Chief Compliance Officer, WestBridge Capital Partners

Aaron Simkovich
Chief Financial Officer, Maranon Capital, L.P.

Kevin Slaton
Chief Financial Officer and Chief Compliance Officer, Insight Equity

Katie Stitch
Managing Director, W Capital Partners

Lance Taylor
Partner & CFO, HGGC

Jeanette Turner
Managing Director, Global Regulatory & Compliance Solutions, SEI

Stephen Wedemeyer
Chief Financial Officer, Carnelian Energy Capital

Irene Willard
Chief Financial Officer, Dunes Point Capital

Morgan Wilwol
Controller, Activant Capital Group LLC

Alisa A. Wood
Member, Head of Private Market Strategies, KKR

Patty Xu
CFO, Catalyst Investors

2022 Sponsors

PLATINUM SPONSORS:
• Grant Thornton
• EY

LEAD SPONSORS:
• Allvue
• IQEQ
• TMF Group
• Ultimus Leverpoint

SPONSORS:
• AlterDomus
• Anduin
• Apex
• BKD
• CSC
• Deloitte
• Drawbridge
• ECI
• EWM Global
• Juniper Square
• KMPG
• LionPoint
• Northern Trust
• Ontra
• Opeff Technologies
• SEI
• State Street
• Troutman Pepper
• United Healthcare

MEDIA SPONSOR:
• Private Equity CEO Association