Private Funds CFO New York Forum 2024 | PEI Events | 30 January 2024 | Sheraton New York Times Square Hotel, 811 7th Avenue, W 53rd St, New York, NY 10019, USA

This events is the flagship meeting place for the Private Funds CFO Network to gain new strategies to boost finance and operational team efficiencies.

Connect with the most influential CFOs, COOs, and their teams for a timely discussion on topics that impact practices within private market organizations.

2023 Speakers

KEYNOTE SPEAKERS:

Wema Hoover
Global DEI leader & former Google Global Head of DEI

Ron Insana
CNBC Senior Analyst and Commentator, Trailblazing Financial Journalist, and Financial Professional

Dave Stangis
Partner & Chief Sustainability Officer, Apollo Global Management

Rahul Agarwal
Head of Finance, Lindsay Goldberg

Saba Ahmad
Partner and Chief Operating Officer, Turning Rock Partners

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

Anne Anquillare, CFA
Head of CSC U.S. Fund Services

Indhira Arrington
Partner, Global Chief Diversity Equity and Inclusion Officer, Ares Management Corporation

Elliot Attie
Partner and CFO, Trilantic Capital Management L.P.

Jonathan Balkin
Founder and Executive Director, Lionpoint Group

Jennifer Banzaca
Senior Reporter, Private Funds CFO

Noah Becker
Chief Financial Officer, LLR Partners

Blake Bennett
Chief Financial Officer & Chief Compliance Officer, Revelstoke Capital Partners

Michelle Bergman
Chief Compliance Officer and General Counsel, Vestar Capital Partners

Graham Bippart
Editor, PEI Group, Private Funds CFO

Susan Black-Beth
COO, Avante Capital Partners

Danny Bloomstine
Business Development, Private Equity & Venture Capital, Juniper Square

Jeff Bohl
CFO, Ontra

Robby Bourgeois
Partner & Chief Financial Officer, Varagon Capital Partners

Debra Bricker
Chief Financial Officer and Chief Compliance Officer, Hunter Point Capital

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

Tania Carnegie
Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Amanda Carty
General Manager, ESG & Data Intelligence, Diligent

Joshua Cherry-Seto
Partner and Chief Financial Officer, StartUp Health

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

Blinn Cirella
CFO, Saw Mill Capital

Jim Clayton
National Private Equity Advisory Leader, BDO

Jesse Cole
Global Head of Private Markets, State Street

Dina Colombo
CFO/COO, GreyLion Capital

Jacob Comer
General Counsel and CCO, NovaQuest Capital

Andrew Coren
Chief Financial Officer and Chief Compliance Officer, Gatewood Capital Partners

Amanda Coussens
Chief Financial Officer and Chief Compliance Officer, P10

Jason Currier
Managing Director, Chief Financial Officer, Audax Private Equity

Heidi Deiner
National Executive Director, Private Equity CFO Association

Julie Dixon
CEO, Waystone Compliance Solutions

Jessica Duran
Managing Director, Chief Financial Officer, TSG Consumer Partners

Jaime L. Eichen
Partner, FSO Assurance Services, Ernst and Young LLP

Dominic Elias
Chief Client Advisory Officer, EWM Global

Chad Erwin
SVP, Global Head of Asset Owners/Allocators, Backstop Solutions Group

Gerry Esposito
Partner & CFO, Newbury Partners

Cesar Estrada
Private Markets Segment Head, Arcesium

Simon Eyre
Chief Information Security Officer, Drawbridge

Colleen Fay
Tax Partner, Withum

Eric Feldman
Chief Information Officer, The Riverside Company

Bryan Fischer
Director, Crestline Investors

Bethany Foullois
Chief Operating Officer & Chief Compliance Officer, LNK Partners

Heather Fraser
Chief Financial Officer and Managing Director, TZP Group

Adam Freedman
Managing Director & Chief Compliance Officer, HarbourVest Partners

Brian Garfield, CFA, ASA
Managing Director, Lincoln International

James Gaven
General Counsel & Chief Compliance Officer, SK Capital Partners

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

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

Tanya Hayes
Partner, Human Capital and ESG, Frazier Healthcare Partners

Darren Herz
Chief Financial Officer, Goldner Hawn

Maryna Higgins
Director of Finance, Quona Capital

Kelly Hurley
CFO, Centre Partners Management

Priya Iyer
Chief Executive Officer and Board Member, Concertiv

Aileen Keaney
Chief Financial Officer, Ethos Capital

William Kinnard
Regulatory Services Sales Director, SEI

Arthy Kumar
Industry Principal, Investments and Financial Services, Workiva

Billy Leigh
Business Transformation Practice Leader, Embark

Jocelyn Lewis
Managing Director-Head of Private Debt Commercial Strategy, S and P Global

Kwame Lewis
Head of Product Innovation, Fund Services, North America, TMF

Danilsa Lopez
Partner, Audit, Grant Thornton

Debra Lussier
Partner, Ropes and Gray

Matthew Maguire
Director, Finance & Strategy and Head of ESG, Park Square Capital, LLP

Shant Mardirossian
Partner, Chief Operating Officer, Kohlberg & Company

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

Hemal Mehta
Founder and CEO, Atominvest

Jason Ment
Partner, President & Co-COO, StepStone Group

Amanda Misch
Vice President of Compliance and Legal, Trilantic North America

Allison Miyake
Chief Financial Officer & Chief Compliance Officer, Clarendon Capital

Eve Mongiardo
Chief Financial Officer Blue Wolf Capital Partners

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

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

Michael Patanella
Managing Partner - Asset Management, Grant Thornton

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

Verdun Perry
Global Head of Blackstone Strategic Partners, Blackstone

Brad Pietras
Director of Finance, Level Equity

Paul Ponzeka
Chief Technology Officer, Abacus Group

Omar Rahman
CFO, Access Holdings Management

Rama Ramachandran
Chief Technology Officer, Black Diamond Capital Management

Pamela Ramigadu
Chief Financial Officer, Adenia Partners

Joe Riley
Chief Financial Officer, McCourt

Paul Sanabria
Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

Sanjay Sanghoee
CCO, CFO, and CCO, Delos Capital

Dean Schaffer
Managing Director, Alter Domus

Maggie Schmitt
Chief Financial Officer, JMI Equity

Béla Schwartz
CFO, The Riverside Company

Jon Schwartz
President & COO, NewSpring

Saaima Shahin
Managing Director, PE CFO, New Mountain Capita

Steve Sims, CFA
Chief Operating Officer and Chief Compliance Officer, Braemont Capital

Christine Smoragiewicz
Chief Financial Officer & Chief Compliance Officer, MPE Partners

Jason Snider
Chief Financial Officer / Chief Compliance Officer, Gauge Capital

Allison Spector
Head of ESG, One Rock Capital Partners

Andrew Spring
Chief Financial Officer and Managing Director, MidOcean Partners

John Stephens
Partner & Chief Financial Officer, US, Pomona Capital

Lance Taylor
Partner and Chief Financial Officer, HGGC

John Teng
Director, Corporate Business Applications, H.I.G Capital

Snehal Waghulde
Managing Director, Deloitte

Tom Walker
Managing Director and Chief Financial Officer, Grain Management

Annika Ward
VP Management Company Accounting, The Sterling Group

Adam Weinstein
Managing Director, COO, CFO, New Mountain Capital

Irene Willard
Chief Financial Officer, Dunes Point Capital

Nina Yoo
Chief Financial Officer, Fengate Asset Management

Mark Zogaria
CFO/COO, Summer Street Capital Partners

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

2023 Sponsors

PLATINUM SPONSORS:
• EY
• Grant Thornton

LEAD SPONSORS:
• Embark
• S&P Global Market Intelligence
• Ultimus LeverPoint

SPONSORS:
• Abacus
• Allvue
• Alter Domus
• Anaplan
• Apex
• Arcesium
• Atom Invest
• Solutions
• BDO
• Cobalt
• Concertiv
• Concise
• CSC
• Deloitte
• Diligent
• Draw Bridge
• EWM
• FIS
• GEN II
• Juniper Sqaure
• KPMG
• Lincoln International
• Ontra
• Ropes & Gray
• SEI
• State street
• Stavtar
• Global Reach
• Waystone
• Withum
• Workiva