CPE credits available
June 9-10, 2021 | Eastern Time (ET) Virtual, Available Anywhere
Redefining the private equity CFO & COO role
To learn more, visit: privateequityinternational.com/cfo-coo/ Contents » Agenda highlights » Speakers » Networking opportunities » What is CFO All Access? » Membership calendar » Current members » CFO All Access membership options » Event sponsors
privateequityinternational.com/cfo-coo/ 2 of 15 | back to contents CFOs & COOs Virtual Forum 2021 Day One Agenda - June 9, 2021
privateequityinternational.com/cfo-coo/ 3 of 15 | back to contents 9:15 PEI Welcome & Chair’s Introduction
9:25 Chair’s Welcome
9:30 Keynote Interview
10:15-11:15 Plenary session: 8th annual global CFO and COO benchmarking survey results
11:15 Networking break
11:30-12:20 Track A Track B Track C Track D Track E
Virtual fundraising: best Achieving day-to-day Strategies to harness and Implementing ESG initiatives Technology Panel practices and lessons operational efficiency leverage data across the firm at the firm and portfolio level learned thus far
12:20-12:50 Lunch – take a quick lunch break or join the networking Q&A sessions
12:25-12:45 Networking Q&A – ask your pressing questions of the panelists, and your peers, to advance the discussions from the morning breakout sessions.
Track A Track B Track C Track D Track E
Q&A for 11:30 fundraising Q&A for 11:30 operational Q&A for 11:30 data panel Q&A for 11:30 ESG panel Tech Chat panel efficiency panel
12:50- 1:40 Track A Track B Track C Track D Track E
Valuation of troubled Adapting to a remote Investor reporting: how the Tax updates: legislative, Technology Panel companies as a result of environment while structure and metrics have regulatory and reporting COVID transitioning to a return to changed work strategy
1:45-2:05 Networking Q&A – ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.
Track A Track B Track C Track D Track E
Q&A for 12:50 valuation panel Q&A for 12:50 return to work Q&A for 12:50 investor Q&A for 12:50 tax panel Tech Chat panel reporting panel
2:10-3:00 Plenary session: Distinguishing what firms are doing differently in LP communications
3:00 Networking break- take a quick break or join an interactive networking chat session
3:05-3:25 Interactive networking chat sessions
Chat Topic 1 Chat Topic 2 Chat Topic 2Chat Topic 3 Chat Topic 3 Expense allocations Crisis and risk managementCrisis and riskCompensation management trends Compensation trends
3:30 Keynote Interview 4:15privateequityinternational.com/cfo-coo/Networking reception and end of day one 4 of 15 | back to contents CFOs & COOs Virtual Forum 2021 Day Two Agenda – June 10, 2021
privateequityinternational.com/cfo-coo/ 5 of 15 | back to contents 8:30-9:30 CFOs and COOs Think Tank CCOs Think TankCCOs Think Tank Senior Finance Executive ThinkSenior Tank Finance Executive Think Tank (invite only) (invite only) (invite only) (invite only) (invite only)
9:35 Chair’s opening remarks
9:40-10:20 Keynote interview
10:25-11:15 Plenary session: Is private equity making strides in addressing diversity?
11:15 Networking break
11:30-12:30 Roundtable A Roundtable B Roundtable C Roundtable D
Driving firm growth through human Revisiting cybersecurity measures to SEC 2021 priorities and examination Key considerations for advancing capital and talent management protect the firm from emerging risks focus areas carried interest structures
12:30-1:00 Lunch—take a break on your own or grab a bite and join one of the interactive lunch & chat sessions
12:35-12:55 Interactive lunch & chat sessions
Chat Topic 1 Chat Topic 2 Chat Topic 2 Chat Topic 3 Chat Topic 3 SubscriptionSubscription lineslines Outsourcing Outsourcing LPA amendments LPA amendments
1:00-1:50 Plenary session: Looking for new acquisition opportunities in the current market
1:55- 2:45 Track A Track B Track C Track D
What course will private equity Secondary market update, pricing Taking stock of succession planning Technology innovation and regulation take in the next four and valuation at your firm implementation years?
2:50-3:10 Networking Q&A – ask your pressing questions of the panelists, and your peers, to advance the discussions from the afternoon breakout sessions.
Track A Track B Track C Track D
Q&A for 1:55 PE regulation panel Q&A for 1:55 secondary market panel Q&A for 1:55 succession planning Q&A for 1:55 technology panel panel
3:15 Keynote interview
4:00 End of conference
privateequityinternational.com/cfo-coo/ 6 of 15 | back to contents Featured keynote speaker
Damien Dwin Founder and Chief Executive Officer Lafayette Square
Damien Dwin is an American businessman and investor who currently serves as the Chief Executive Officer of Lafayette Square. He founded Lafayette in November of 2020 as a model investment platform that deploys services-backed capital to local communities, independent businesses, and diverse investors. Lafayette Square is built for inclusion— here to change the financing paradigm and investing in an American economy worth believing in.
privateequityinternational.com/cfo-coo/ 7 of 15 | back to contents Hear from leaders in private equity View all speakers
Brandon Baudin Tony Braddock Les Brown Eugenie M. Cesar-Fabian Steven DeCillis II Chief Financial Officer Chief Financial Officer Partner Partner, Partner & The Sterling Group Stellex Capital HGGC General Counsel & CCO Chief Financial Officer Management Palladium Equity Partners, AEA Investors LP LLC
Omar Hassan Robert S. Hull Jun Isoda Michael Lebowitz Mark Lessing Principal, Partner, Managing Director and Director/Head of Chief Financial Officer Chief Financial Officer, Global CFO and COO Chief Financial Officer Carried Interest and & Managing Director and CCO L Catterton Siguler Guff Employee Investments Insight Partners Cloverlay Partners in Alternatives BlackRock privateequityinternational.com/cfo-coo/ 8 of 15 | back to contents Hear from leaders in private equity View all speakers
Mark Levitt Thomas Mayrhofer Stephanie Paine Tina St. Pierre, CPA Heramb Ramachandran Chief of Staff CFO and COO Partner and Chief Partner and Chief Chief Financial Officer Global Infrastructure EJF Capital, LLC Financial Officer Administrative Officer Sciens Capital Partners Pritzker Private Capital Landmark Partners Management LLC
Giulianna Ruiz Kevin Slaton Anna May L. Trala John Yantsulis Arthur Zuckerman Partner, General Counsel Chief Financial Officer Managing Director and CFO & Partner Partner, CFO, CCO and CCO and Chief Chief Financial Officer Searchlight and Head of Portfolio Trilantic Capital Compliance Officer GTCR Capital Partners Operations Management L.P. Insight Equity Soundcore Capital Partners, LLC privateequityinternational.com/cfo-coo/ 9 of 15 | back to contents Unlock superior networking opportunities with our virtual platform
Search other members by name, title, specialization, Send a direct message that goes to the recipient’s email geography, and areas of interest and platform inboxes (please note no emails are given out in the process)
Schedule a meeting on the platform Arrange a meeting at a time that suits you with year-round access to the community list
privateequityinternational.com/cfo-coo/ 10 of 15 | back to contents What is CFO All Access?
It is a 12-month Connect year-round with CFOs, COOs, and senior finance membership service executives. Participate in monthly made up of a global Forums, deep dives, and discussions or take the conversation offline community of CFOs, COOs, and senior finance executives built on a 20-year heritage on Watch sessions at any time; convening financial leaders watch live or catch-up on demand throughout the year in private equity. Network with your private equity and venture capital peers, Search our member directory exchange ideas and best and make new connections by practices, and participate in sending private messages and scheduling meetings interactive discussions.
privateequityinternational.com/cfo-coo/ 11 of 15 | back to contents What does a year's membership look like?
CFOs & COOs Forum New York Virtual Experience 2021 Benchmarking Survey Election Impact June Deep Dive Deep Dive CFOs & COOs Forum West January February September Roundup Top 10 CFO & COOs March 2021 Deep Dive July The Year Ahead March Deep Dive December 2 22 JFMAMJ JDASON J
2 2 The Future Firm Strategic Growth Reporting Deep Dive Deep Dive Deep Dive April August October
Roundup January Data Strategy November 2021 Deep Dive November May
*Please note annual agenda is subject to change
privateequityinternational.com/cfo-coo/ 12 of 15 | back to contents Join our growing community Request a trial of CFOs & COOs
Member companies include
» ABRY Partners » Investindustrial » ORIX Capital Partners » Advent International » JMI Equity » Ottawa Avenue Private Capital » American Family Ventures » Kohlberg & Company » Palladin Consumer Retail Partners » Avista Capital Partners » Landmark Partners » Peak Rock Capital » BlackRock » Lindsay Goldberg » Performance Equity Management » Center Rock Capital Partners » LLR Partners » Portland Private Equity » Crestview Advisors » Lovell Minnick Partners » Promus Holdings » Fengate Asset Management » Luther King Capital Management » Resource Land Holdings » Five Point Energy » MassMutual » Revelstoke Capital Partners » Flexpoint Ford » Melody Investment Advisors » SFW Capital Partners » Frontier Growth » MiddleGround Capital » Stripes » Fundamental Advisors » MidOcean Partners » SVB Capital » Great Hill Partners » New Harbor Capital » Tailwater Capital » Greenspring Associates » New Leaf Venture Partners » The Cynosure Group » Greyhound Capital Europe » Onex » Thomas H. Lee Partners » HCI Equity Partners » Orbimed Advisors » VMG Partners
privateequityinternational.com/cfo-coo/ 13 of 15 | back to contents Learn more about CFO Interested in learning more and previewing the All Access memberships membership platform?
The CFOs & COOs Forum is included in your CFO All Our team will be happy to Access membership. A membership includes 12 month access to community networking, attendance at all virtual assist you. events, one in-person event, plus all the monthly content delivered virtually on the platform. Request a trial This membership is for finance and operation professionals at private equity/venture capital firms. More information For program information: can be found at peievents.com/en/event/cfo-all-access Shamara Ray [email protected] +1 212 633 1453 Single membership: $2,995 For sponsorship opportunities: $5,995 Team membership: Cristiana Crocco [email protected] +1 646 921 0923 A team membership includes up to 5 members. Looking to include 5+ in your membership? For registration questions: Customer Services Contact Bes Selmani at [email protected] [email protected] or +1 212 796 8339 +1 212-633-1073
privateequityinternational.com/cfo-coo/ 14 of 15 | back to contents Sponsors View all sponsors
Platinum Lead
Sponsors Media Sponsor
Host Publications
Private Equity International
For exclusive sponsorship packages for 2021, contact: Cristiana Crocco at [email protected] or call +1 646 545 4429
privateequityinternational.com/cfo-coo/ 15 of 15 | back to contents