Venue
Virtual Event

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Event Date Wed Jun 9 EDT - Thu Jun 10 EDT (8 months ago)
Location Virtual Event
Region Americas
Details

Whether you’re a seasoned finance and operating professional or new to the role, the CFOs & COOs Forum 2021 has been customized for you. No other industry-wide gathering exists for this community to explore how best to add value to the GP-LP partnership.

• Join CFOs and COOs from large, mid-sized, small and start-up firms attending to influence the discourse on the current state of private equity.
• COOs interested in how back office systems are evolving, will garner valuable perspective on process and procedure.
• A diverse speaker faculty will provide expertise and highlight key methodologies for managing LP/GP relations, performance calculations, data
management, fundraising, co-investing and more.
• An examination of new tax legislation and developments in structuring and how it impacts firms’ financial and tax reporting.

Speakers

2021 Speakers

Tom Alabaster
Partner, Ropes & Gray

Ross Anderson
Vice President, Private Markets Solutions and Business Development, State Street

Brandon Baudin
Chief Financial Officer, The Sterling Group

Noah Becker
Chief Financial Officer, LLR Partners

Graham Bippart
Editor, Private Funds CFO, Private Equity International

Katey Bogue
Head of Private Markets, eVestment

Tony Braddock
Chief Financial Officer , Stellex Capital Management

Les Brown
Partner, HGGC
Les Brown is a Partner of Palo

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

Eugenie M. Cesar-Fabian
Partner, General Counsel & CCO, Palladium Equity Partners, LLC

Miles Chan
VP/GM of Insight, InCloudCounsel

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

Ben Collins
Senior Director, Financial Services Industry Marketing, Sage Intacct, Inc.

Jacob Comer
Partner, General Counsel and Chief Compliance Officer, NovaQuest Capital Management

Lisa Costello
CFO, HCI Equity Partners

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

Kate de Mul
Director, Client Services, KKR

Marija Djordjevic
Head of Research, eFront a part of BlackRock

Shannon Dolan
SVP, Business Unit Executive - Asset Management and Private Markets, FIS

Jay Dubow
Partner, Troutman Pepper

Damien Dwin
Founder and Chief Executive Officer, Lafayette Square

Michael Elio
Partner, Stepstone Group

April Evans
Partner, CFO and CCO, Monitor Clipper Partners

Kimberly Evans
Executive Vice President, Northern Trust

Jeff Faber
Chief Operating Officer, Americas, Apex Group

Brian Garfield
Managing Director, Lincoln International

Megan Gentilesco
Global Credit and Global Private Equity Fund Services, BNY Mellon

Melissa Gliatta
COO, Thor Equities, LLC, Melissa Gliatta is Chief

Navneet Govil
Managing Partner, CFO, SoftBank Vision Fund

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

Robert S. Hull
Partner, Global CFO and COO, L Catterton

Angela Jhanji
Director, ESG & Sustainability Services, Grant Thornton

Brenlen Jinkens
Managing Director, Jefferies LLC

Ryan Keough
Chief Revenue Officer, Allvue Systems

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

Amy Knapp
Partner and Chief Operating Officer, Corsair Capital

Nisha Kumar
Managing Director and Chief Financial Officer, Greenbriar Equity

Michael Lebowitz
Director/Head of Carried Interest and Employee Investments in Alternatives, BlackRock

Mark Lessing
Chief Financial Officer & Managing Director, Insight Partners

Mark Levitt
Chief of Staff, Global Infrastructure Partners

Diego Lopez
Technology Strategy Specialist / Product Development, U.S. Bank Global Fund Services

Rodd Macklin
CFO and CCO, NaviMed Capital

Isaiah Massey
Managing Director - Chief Financial Officer, CAZ Investments LP

Thomas Mayrhofer
CFO and COO. EJF Capital, LLC
Thomas B. Mayrhofer is the Chief Operating Officer and Chief Financial Officer of EJF Capital, LLC. EJF manages

Krista McCoy
EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

John McGuinness
Chief Compliance Officer and Corporate Counsel, StepStone Group

Rich Melville
Editorial Director, US, PEI

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

Stephanie Paine
Partner and Chief Financial Officer, Pritzker Private Capital

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

Gretchen Perkins
Partner, Avance Investment Management

Drew Phillips
Partner & Chief Operating Officer, Atalaya Capital Management

Tom Pittman
Managing Director, Chief Marketing Officer, EWM Global

Kevin Power
Head of Compliance – Americas, Pantheon

Linda Quaranto
Managing Director, Human Capital Financial Services Consulting, Deloitte

Heramb Ramachandran
Chief Financial Officer, Sciens Capital Management LLC

Abrielle Rosenthal
Managing Director, Chief Compliance Officer and co-Chief Human Resources Officer, TowerBrook Capital Partners L.P.

Sarah G. Roth
COO and CFO, Argosy Capital

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

Sanjay Sanghoee
COO and CCO, Delos Capital

Gayatri Sarkar
General Partner, Advaita Capital and Founder, She-VC

Jim Scarfone
Chief Human Resources Officer, MidOcean Partners

Daren Schneider
CFO & CCO, JLL Partners, LLC

Béla Schwartz
CFO, The Riverside Company

Montserrat Serra-Janer
Global Head of Private Equity Sales, Securities Services, J.P. Morgan

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

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

James Stevenson
Partner, ABS Capital Partners

Jordan Stutts
Senior Writer, Private Markets, PEI

Tina St. Pierre, CPA
Partner, Chief Administrative Officer, Secondaries, Landmark Partners, an Ares company

Anna May L. Trala
Managing Director and Chief Financial Officer, GTCR

Jeanette Turner
Managing Director, Global Regulatory & Compliance, SEI

Adam Weinstein
Managing Director, New Mountain Capital

Gerald Whelan
Private Equity Tax Partner, Ernst & Young LLP

John Yantsulis
CFO & Partner, Searchlight Capital Partners

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

Sponsors & Partners

2020 Sponsors

PLATINUM SPONSOR:
• APEX

PRINCIPAL SPOMSORS:
• Delloite
• EY
• Grant Thornton
• KPMG
• pwc

LEAD SPONSORS:
• ALLVUE N
• BDO
• Crowe
• EVESTMENT

SPONSORS:
• alterDomus
• BACKSTOP SOLUTIONS
• BKD CPAs & Advisors
• BMO
• CohnReznick
• eFront
• EISNERAMPER
• EWN global
• FiS
• GENII FUND SERVICES, LLC
• Greenhill
• HAZELTREE
• IHS Markit
• J.P. Morgan
• LIONPOINT
• PEF Services LLC
• People's United Bank
• Pepper Hamilton LLP
• Proskauer
• ROPES & GRAY
• sage Intacc
• SEI
• STATE STREET
• TripActions
• ULTIMUS LEVERPOINT
• usbank
• vitech
• Intertrust
• VITEOS
• withum

MEDIA SPONSOR:
• PRIVATEEQUITY

SUPPORTING ASSOCIATION:
• CVCA