CFOs & COOs Forum West 2022 | PEI Media Group Ltd. | 14 September 2022 | The Marker San Francisco, 501 Geary St, San Francisco, CA 94102, USA

The CFOs & COOs Forum West builds on a nineteen-year legacy of providing invaluable industry insights, expert opinions, best practices and proven solutions for redefining the CFO role.

As finance and operations executives navigate the current climate, we’ll cover timely and relevant topics that are of importance to CFOs and COOs today.

• Connect with your peers.
Connect with a community of CFOs, COOs, and senior finance executives in networking sessions and small group meetings.

• Hear from the leaders in private equity.
The Forum’s authoritative speaking faculty will share key information that will impact processes and practices within the firm.

• Save time building your network.
Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.

2022 Speakers

Nora Abusitta-Ouri
Chief Purpose Officer & Executive Partner, Ethos Capital

Rufina Adams
Chief Financial Officer, True Wind Capital

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

Lawrence Aragon
West Coast Bureau Chief, PEI Alternative Insight

Lynn Atkinson
Chief Operating Officer, Mainsail Partners

Jeremy Barlow
Head of Commercial, Diligent Equity, Diligent

Kirby Bartlett
Chief Operating Officer & Chief Compliance Officer, ACME Capital

Graham Bippart
Editor, Private Funds CFO, Private Equity International

Hank Boggio
Chief Commercial Officer, Cobalt, a FactSet Company

Matthew Breitfelder
Partner, Global Head of Human Capital, Apollo

Tanya Causgrove
Chief Financial Officer and Managing Director, ARC Financial Corp.

Terry Elizabeth Cheyney
Chief Financial Officer, Tribeca Venture Partners

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

Tom Clarkson
Chief Operating Officer, Strattam Capital

Jamison Davis, CFA
Chief Financial Officer, Bow River Capital

Mike Derrick
Chief Financial Officer, ACME Capital

Max Eisenberg
Chief Operating Officer and General Counsel, Versant Ventures

Simon Eyre
Chief Information Security Officer, Drawbridge

Jay Farber
Head of Growth, Juniper Square

Greg Fujii
Chief Operating Officer, Backstop Solutions

Phil Gaeta
Senior Manager, Center for Advanced Tax Technology, RSM

John Herr
Chief Financial Officer, Francisco Partners

Rich Itri
Chief Innovation Officer, ECI

Ted Hill
General Partner and Chief Administrative Officer, B Capital Group

Priya Iyer
Chief Executive Officer and Board Member, Concertiv

Monica Johnson
Operating Partner & CFO, NGP Capital

Alexia Kalfas
Chief Financial Officer, TMV

Kristin Kelly
Head of Product, Allvue

Charly Kevers
Chief Financial Officer, Carta, Inc.

Jen Kokko
Regional Manager, Insperity

Chaim Langer
Chief Operating Officer, Vintage Funds, Goldman Sachs Asset Management

Joel Lanik
Partner, Frontier Growth

Richard Lee, CPA
Chief Financial Officer, The Cynosure Group

Rebecca Lucia
Partner, Chief Financial Officer/Chief Operating Officer, 5AM Ventures

David Ludwig
Regional Director – Americas, EWM Global

Greg Lyon
Operating Partner and CFO, Eclipse Ventures

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

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

Ashley McNamee
Director of ESG, Revelstoke Capital Partners

Marc Miele
Head of Fund Operations and CCO, American Family Ventures

Patty Nykodym
Chief Financial Officer & Chief Compliance Officer, FFL Partners

Darilyn Olidge
Partner, General Counsel and Chief Compliance Officer, Brightwood Capital

Chase Paxton
Director of Finance & Valuations, NGP Energy Capital Management

Sarah Pikover
Chief Compliance Officer & Director of Operations, 137 Ventures

Sanaz Raczynski
Head of Sustainability, Kohlberg & Company

Randy Randleman
Managing Director and Chief Operating Officer, Sumeru Equity Partners

Sarah Rogers
Partner – COO & CCO, Glynn Capital

Igor Rudfeld
SVP, Senior Direct Investment Controller, HarbourVest Partners

Jon Samuels
Partner & Co-Head, Vistria

KS Shah
Chief Financial Officer and Chief Compliance Officer, WestBridge Capital

Marilee Shea
VP Sales, North America, Mercatus, a State Street Company

Aaron Simkovich
Managing Director and Chief Financial Officer, Maranon Capital, L.P.

Lance Taylor
Partner and Chief Financial Officer, HGGC

Justin Vinci
Chief Operating Officer, Fundamental Advisors, LP

Dorothy Walter
Chief Financial Officer, Alpine Investors

Eric Wauthy
Managing Director and Chief Financial Officer, Caltius Capital Management

Jon Zagrodzky
Chief Operating Officer & Chief Financial Officer, Rhône Group

2022 Sponsors

LEAD SPONSOR:
• Allvue

SPONSORS:
• Backstop Solutions
• Carta
• Cobalt, a FactSet Company
• Concertiv
• Diligent
• Drawbridge
• ECI
• EWM Global
• Insperity
• Juniper Square
• RSM
• SEI
• State Street
• Ultimus LeverPoint Private Fund Solutions

MEDIA SPONSOR:
• Private Equity CFO Association

HOST PUBLICATIONS:
• Private Equity International
• Private Funds CFO