Private Funds
CFO
Network
CFO
Network
New York Forum 2023
18 - 19 January 2023,
Sheraton Times Square New York
Redefining the role of private equity CFOs & COOs
The community came together to celebrate the 20th Annual Private Funds CFO New York Forum!
The Forum is the annual meeting for the C-level private equity community to network and gain new strategies to boost finance and operational team efficiencies.
The timely and actionable discussion topics were covered by a breadth of authoritative speakers to empower private fund CFOs and their senior finance and operations executives to impact practices within their organizations.
Attend the Forum in 2024 to build your peer network and stay connected through the year with Private Funds CFO Network access.
Bring your team of senior executives and save | CPE credits available
Meet our keynote speakers
Wema Hoover
Global DEI leader & former Google Global Head of DEI
Wema Hoover is a culture and DEI expert who has dedicated her career to serving as a catalyst for change and as a transformational leader. Her expertise centers on diversity, equity, and inclusion, authentic leadership and women’s empowerment with a reputation for creating systemic organizational change into people, processes, and products on a global scale.
Ron Insana
CNBC Senior Analyst and Commentator, Trailblazing Financial Journalist, and Financial Professional
Highly respected business journalist, Ron Insana looks at today through the lens of economic history. Properly assessing the current environment is vital to determining what to do next. A savvy trend-watcher, Ron will offer insights to help investors plan for the future in a world beset by constant change.
Dave Stangis
Partner & Chief Sustainability Officer
Apollo Global Management
Dave Stangis created the first proactive ESG strategy in the Fortune 100 more than 20 years ago. He has proven success in designing integrated strategies that advance commercial and operational performance and agility. He is currently leading Sustainability and ESG at Apollo Global Management.
Why the Private Funds CFO New York Forum?
Benchmark against peers
Understand how your peers are overcoming common challenges. The Forum will provide senior finance and operations executives with actions that can make a tangible impact at their firm.
Explore new services
Discover ways to streamline and improve your processes with a vetted group of private market service providers onsite and eager to assist you ease pain points in day-to-day activities.
Year-round intelligence and networking
All attendees to the 20th anniversary Private Funds CFO New York Forum received a one-year membership to the Private Funds CFO Network to stay connected across the year with the CFOs you meet at the conference. Learn more.
Key discussion topics
The agenda was built through consultation with influential leaders within the private equity CFO & COO community. The topics covered provided relevant information to impact processes and practices within firms, such as:
- Boosting cybersecurity efforts amidst skyrocketing cyberattacks against financial firms
- Elevating diversity, equity and inclusion initiatives at your firm and beyond
- ESG data collection & reporting
- Accelerated pace of fundraising & reporting
- Using data & technology to gain a strategic advantage
- SEC exams in 2023: new audit rules & how to be prepared for an exam
- And much more…
Featured speakers
Attending firms included:
What attendees say about the Forum
Lisa Costello
HCI Equity Partners
I have attended the CFOs and COOs Forum in NYC for many years. It is a great way to stay abreast of the myriad of topics that affect the PE industry. You will f…
Bernadette Mentor
Prysm Capital
The learning sessions and networking opportunities are invaluable. All of the topics are relevant and relatable and PEI’s ability to facilitate these disc…
Blake Bennett
Revelstoke Capital Partners
I really enjoy this conference. I can always count on the who’s who of private equity professionals to be in attendance.
