CFOs & COOs Virtual Roundup 2021 | PEI - Alternative Insight | 25 March 2021 | Virtual

As a component of CFO All Access, the Virtual Roundup responds to an ever-evolving climate with an interactive virtual meeting of CFOs, COOs and Senior Finance Executives looking to benchmark processes and strategies that are shifting due to these unprecedented times.

The Roundup will provide vital peer insight and feedback on issues impacting firms and portfolio companies and will facilitate the development of solutions for driving the business forward during a crisis in a strategic and operationally focused manner.

The Virtual Roundup will shed light on how CFOs and COOs are addressing subscription lines and alternative sources of capital, virtual fundraising, challenges with valuations, private equity regulation, diversity and inclusion within the firm and much more.

What is the CFOs & COOs Virtual Roundup and why do you need to attend?

• Co-led by industry experts, the Roundup sessions are collaborative, strategic and solution driven for attendees to discuss the most pressing challenges that are having an impact on their role and responsibilities.

• Think Tanks are facilitator led, interactive group discussions for CFOs and COOs to ask questions and converse on a range of hot topics. The invite-only, closed-door sessions for GPs promote open dialogue on best practices for managing the firm.

• Breakout sessions are designed for attendees to craft a personalized event agenda. Breakout sessions boast informed panelists delving into critical discussions relevant to today’s finance and operations executives.

• Exclusive keynote interviews are a hallmark of the CFOs & COOs events. Industry leaders clear their schedules for in-depth and engaging conversations that assess and raise awareness of industry trends, challenges and solutions.

2021 Speakers

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

Sylvia Cho
Principal, Transaction Services, Grant Thornton LLP

Paul Cunningham
Chief Financial Officer, Helios Investment Partners

Kimberly D. Futrell
Chief Financial Officer and Chief Compliance Officer, Pharos Capital Group, LLC

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

James Jefski
Managing Director, State Street

Colin MacLeod
VP of Strategy and Operations, Apperio

Drake Paulson
Senior Director, eVestment Private Markets

Tom Pittman
Managing Director, Chief Marketing Officer, EWM Global

Sanjay Sanghoee
COO, CFO and CCO, Delos Capital

Daren Schneider
CFO & CCO, JLL Partners, LLC

Béla Schwartz
Chief Financial Officer, The Riverside Company

2021 Sponsors

SPONSORS:
• Apperio
• Evestment
• EWM Global
• GrantThorton
• PEF Services
• State Street

MEDIA SPONSOR:
• Private Equity