20th Annual Private Funds CFO New York Forum
18
Jan
-
19
Jan
2023
When
New York City

USA
Where

Join us this January 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.

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PEI

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Since its inception in 2001, PEI has grown into a diverse team of more than 400 media, information and events specialists worldwide, with offices in the UK, New York, Los Angeles, Tokyo, Sydney and Hong Kong.

18 - 19 Jan 2023
In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Executive Vice President Business Development
Chief Financial Officer & Chief Compliance Officer
Partner & COO
Global Chief Diversity, Equity and Inclusion Officer
Chief Financial Officer
Vice President and CFO
Chief Operating Officer
Business Development, Private Equity & Venture Capital
Chief Financial Officer
Partner, Chief Financial Officer & Chief Compliance Officer
Partner
Chief Financial Officer

Sponsors and Exhibitors
Brand, Media and Promotional Partners

EY

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets.

Arcesium

Arcesium is a global financial technology and professional services firm, delivering post-investment and enterprise data management solutions to some of the world's most sophisticated financial institutions, including hedge funds, banks, institutiona

EWM Global

EWM Global helps financial services firms retain and reward their greatest asset – their people.

SEI

SEI® (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry.

Ropes & Gray LLP

Ropes & Gray is a leading global law firm with offices in New York, Boston, Washington, D.C.

Withum

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape.

Diligent

Diligent created the modern governance movement. As the leading governance, risk and compliance (GRC) SaaS company, we serve 1 million users from over 25,000 customers around the globe.

State Street

At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing.

TMF Group

TMF Group is the leading provider of critical administrative services, helping clients invest and operate safely around the world.

Worldpay

We are now FIS. FIS is at the heart of the commerce and financial transactions that power the world's economy.

Ontra

Ontra is the global leader in Contract Automation and Intelligence for private asset management firms. The Ontra platform combines AI-enabled software with a worldwide network of highly trained lawyers to modernize recurring legal workflows.

Allvue Systems

Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry.

Alter Domus

Many leading international asset managers, lenders and asset owners choose Alter Domus as their partner for growth.

Backstop Solutions Group

Backstop Solutions Group's mission is to help the institutional investment industry use time to its fullest potential.

Cobalt, a FactSet Company

With the Cobalt GP Platform, private equity and venture capital firms can collect, analyze, and report on fund and portfolio company metrics the way they want.

Drawbridge

Drawbridge is a premier provider of cybersecurity software and solutions to the alternative investment industry.

Juniper Square

Unlock the potential of every investment partnership. Juniper Square empowers GPs and LPs to focus on building enduring relationships and exceptional investment opportunities.

Ultimus LeverPoint Private Fund Solutions

In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting,

KPMG

KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We have 227,000 outstanding professionals working together to deliver value in 146 countries and territories.

Grant Thornton LLP (US)

Forget what you think you know about professional services. We go beyond what’s expected and help others do the same.

LINCOLN INTERNATIONAL

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world.

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