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Event Date Tue Nov 9 UTC - Wed Nov 10 UTC (2 months ago)
In your timezone (EST): Tue Nov 9 4:30am - Wed Nov 10 7:30am
Location Virtual
Region All

With increasing responsibilities, investor demands and regulatory requirements, CFOs and CCOs are wearing multiple hats while navigating an evolving regulatory environment.

The Private Fund Compliance Fall Forum is poised to examine what senior finance and compliance professionals are balancing in order to meet investor and regulatory demands. Attendees will discuss what should be on the radar for CFOs and CCOs and what has impacted the private fund industry thus far and what to expect in the years to come.

The Forum provides a platform for private equity and venture capital CFOs and CCOs to come together to discuss where finance and compliance roles intersect and the strategies for approaching emerging issues and evolving responsibilities.

Key topics to be covered at the event:
• Cybersecurity
• SEC exams
• Fee and expense allocations
• Conflicts of interest, valuations
• How to grow your firm


2021 Speakers

Lawrence Aragon
West Coast Bureau Chief, PEI Alternative Insight

Julie Bender
Vice President, Chief Financial Officer and Chief Compliance Officer, Frontenac Company

Robin Blumenthal
Author, Private Debt Investor

Jennifer Boyce
General Counsel and Chief Compliance Officer, Riverside Company

Jason Brown
Partner, Ropes & Gray

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

Norm Champ
Partner, Kirkland & Ellis

Miles Chan
VP/GM, InCloudCounsel

Jennifer Conwell
Senior Member, Private Funds Unit, U.S. Securities and Exchange Commission

Jennifer Duggins
Assistant Director, Co-Head Private Funds Unit, U.S. Securities and Exchange Commission

Marian Fowler
Partner, Investment Funds Group (Regulatory), Kirkland & Ellis

Joshua Gilbert
Chief Financial Officer, Freestyle Capital

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

Gregory Hegerich
Head of Compliance, North America Private Investments & Real Estate, Bain Capital

Katherine Hill Ritchie
Director, Strategic Development, Nottingham Spirk Family Office

Bruce Karpati
Partner, Global Chief Compliance Officer & Counsel, KKR

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

Ross Oliver
Partner & General Counsel, Crestview

Kelly Pettit
Chief Compliance Office and Associate General Counsel, General Atlantic

Andrew Prodromos
Deputy General Counsel and Chief Compliance Officer, Insight Partners

Kelly Riera
Chief Compliance Officer, TA Associates

Sanjay Sanghoee
CCO, CFO, and CCO, Delos Capital

Jason Scoffield
Chief Financial Officer and Fund Counsel, Audax Management Company

Steven Spencer
Partner and Chief Legal Officer, Siris Capital

Jordan Stutts
Senior Reporter, New Private Markets

Joel Wattenbarger
Partner, Ropes & Gray

Sponsors & Partners

2021 Sponsors

• InCloudCounsel
• Kirkland & Ellis
• Latham&Watkins
• Ropes & Gray
• Simpson Thacher