Private Funds CFO Data & Technology Forum 2024 Agenda
October 8-9, 2024

Confirmed speakers include:
Chairperson:
Rebecca Lucia, Operating Partner, CFO, Innovation Endeavors

Keynote speaker:
Usama Fayyad, Inaugural Director, Institute for Experiential AI and Professor of the Practice, Khoury College ofComputer Sciences, Northeastern University, & Chairman, Open Insights
Prakhar Mehrotra, Managing Director of Applied AI, Blackstone

Speakers:
Rufina Adams, Chief Financial Officer, True Wind CapitalMark Adelman, Vice President of Operations, Lovell Minnick Partners
Ken Aseme, Chief Financial Officer, MaC Venture CapitalJames Beck, CFO, COO & Partner, At One Ventures
Anushree Bera, Director, Finance & Platform, World Innovation Lab (WiL)
Trey Block, Chief Financial Officer, OrbiMed Advisors
Michele Brown, Chief Information Officer, Grain Management
Steve Bullock, Vice President of Sales, Kyriba
Jackie Dao, Chief Financial Officer, Reach Capital
Alison Connors, Chief Financial Officer, Third Rock Ventures
Sarah Christensen, Deputy Chief Compliance Officer, Bow River CapitalLouis Crasto, National Co-leader of the Fund Administration Practice, RSM US LLP
Jessica Duran, Managing Director, Chief Financial Officer, TSG Consumer Partners
Jay Farber, Director of Sales, Venture Capital and Private Equity, Juniper Square
Chris Franzek, Managing Director, Portfolio Valuation, Stout
Paul Gallant, Chief Product Officer, Hazeltree
Kevin Gasque, Partner, COO, CFO & CCO, Greycroft
For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

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Michaele Gobel, CFO, Equilibrium
Sajjad Jaffer, Head of Data, Analytics and Machine Learning, GrowthCurve CapitalPete Keenan, VP of Finance, 645 Ventures
Mary Kelley, Chief Operating Officer, MPowered Capital
LeAnn Kilarski, Chief Operating Officer, Entrepreneurial Equity Partners
Arthy Kumar, Industry Principal for Investments, Workiva
Greg Lyon, Partner & CFO, Eclipse Ventures
David Mackey, CFO, Catalyst Health Ventures
Adrienne Mangual, VP Finance & Operations, The Artemis Fund
Anthony Mirabile, Managing Director, External Investing Group, Goldman Sachs Asset Management
Lesly Mohr, Vice President Finance, Voyager Capital
Brandy Morris , Principal, Chief Financial Officer, AB CarVal
Chase Paxton, Director of Finance and Valuations, NGP Energy Capital Management
Tom Pierce, Partner / CFO / CCO, Sorenson Capital
Nina Sen, Chief Financial Officer, Upfront Ventures
Robert Severo, Partner & Chief Compliance Officer, Sapphire Ventures
John Teng, Director, Corporate Business Applications, H.I.G. CapitalRich Van Doren, Chief Financial Officer, Versant Ventures
Ivor van Esch, Chief Financial and Compliance Officer, Knox Lane
Dorothy Walter, Partner & CFO, Alpine Investors

For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

kellie.g@pei.group

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Day 1 October 8
8:00

Registration – breakfast

8:45-9:00

PEI welcome & chairperson’s welcome
Rebecca Lucia, Operating Partner, CFO, Innovation Endeavors

9:00-9:15

PEI data presentation
Attendees will learn about insights found in PEI’s industry research.
Chris Tamms, Head of Network, Private Funds CFO Network, PEI Group

9:15-9:55

Keynote presentation: AI Implementation: Understanding this buzz-worthy technology within
the private markets industry
Hear insights from Usama Fayyad about understanding the power of generative AI in the private markets
industry, determining when to adopt this technology, the intersection between human relationships andartificial intelligence and more.
Presenter: Usama Fayyad, Inaugural Director, Institute for Experiential AI andProfessor of the Practice, Khoury College of Computer Sciences, Northeastern University,& Chairman, Open Insights

9:55-10:45

Understanding today’s CFO: maintaining normalcy while adjusting to technological advances

For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

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customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology••Balancing traditional finance activities with additional CFO-related responsibilitieso

How are CFOs embracing technology to assist with their workload?

oContinuing to showcase the value of the CFO to other teams and leadership members

De facto CTO: Uncovering challenges that CFOs face due to not having a technology backgroundand how do they overcome that?
o•Keeping up with technological evolution at an attainable pace

Data deliberationo

How are CFOs playing a role in guiding the firm’s data collection and organization
practices?

oBalancing the role and responsibilities of a CFO while simultaneously being a data
resource

Moderator: Arthy Kumar, Industry Principal for Investments, Workiva
Panelists:
Dorothy Walter, Partner & CFO, Alpine Investors
John Teng, Director, Corporate Business Applications, H.I.G. Capital
Jay Farber, Director of Sales, Venture Capital and Private Equity, Juniper Square

10:45-11:15

Networking break

11:15-12:10

Leveraging technology and data for fundraising and LP relations••

Organizational obstaclesoHow are you managing internal investment data?

oWhat should firms be doing with their general industry related deal or portfolio company
data?

How are firms adjusting to the current market?
o•Utilizing external and internal resources

Demonstrating firm-wide operational excellence to both new and existing investors (i.e., investor
onboarding, data repositories, reporting methods, templates, due diligence, etc.)oApproaching operational complexities of working with different types of investors(institutional investors, high-net-worth investors, family offices, etc.) and international
investors as a wholeo

How can technology help GPs respond to their investor’s requests at a faster pace?

For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

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Panelists:
Robert Severo, Partner & Chief Compliance Officer, Sapphire Ventures
Mark Adelman, Vice President of Operations, Lovell Minnick Partners

12:15-1:05

Breakout Panel Discussions

Track A | Moving away from Excel: methods and Track B| Balancing fund and management company
resources for performing valuations whileworkloads
appeasing to external parties••

Steps firms should take in order to eliminate
the use Excel•

How does technology help firms circulate capital from the
management company to the fund?

oWhat valuable programs andsoftware exist to assist withcalculations?

oCost/benefit to keeping valuations inhouse vs. outside the firm?

ooBuilding trust: how much manual
work will continue to be done once atechnological process for conducing
valuations is in place?

Using and synthesizing data to make informed
decisions, set goals and track performance acrossthe firm, funds and portfolio companies?

o

Challenges with gathering portfolio company
financial metrics and data

How are firms adjusting their valuation
policies and methods to meet regulatory andLP concerns?

o•Data collection and analysis•

Understanding technological capabilities and limitations
when involving fund administration software or third
parties to the mix•

Developing fund mechanics that align with the regulatory,
tax and economic environments

Moderator:oChris Franzek, Managing Director, Portfolio Valuation,
Stout
Panelists:
Ken Aseme, Chief Financial Officer, MaC Venture
CapitalUtilizing expense allocation software across thefirm and between funds

Calculating costs

Panelists:
Jackie Dao, Chief Financial Officer, Reach CapitalDavid Mackey, CFO, Catalyst Health Ventures
Alison Connors, Chief Financial Officer, Third Rock Ventures

Lesly Mohr, Vice President Finance, Voyager Capital
For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

kellie.g@pei.group

joshua.s@pei.group

customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology

1:05-2:05

Networking lunch break

2:10-3:00

Breakout Panel Discussions

Track A Compliance <$4B AUM | Utilizing

Track B Compliance >$4B AUM | Utilizing technology to assist

technology to assist with ongoing regulatory
updateswith ongoing regulatory updates

•

•

•

•

•
Must have resources for managing
compliance for firms <$4B
o How do firms enhance theirprograms?
Building risk awareness around technology
utilization (i.e., confidentiality, conflicts ofinterest, etc.)
o Making sure technology policies are
up to dateGetting ahold of and protecting any external
firm property, knowledge and informationo Managing third parties and external
softwareo Vendor compliance policies
o Preparing for the inevitable: getting agrasp of the SEC’s stance ontechnology implementation and useof third-party providers
What role does your firm play in overseeing
portfolio company technology
implementation?

•
•

•
•

Must have resources for managing compliance for firms>$4B
o How do firms enhance their programs?
Building risk awareness around technology utilization(i.e., confidentiality, conflicts of interest, etc.)
o Making sure technology policies are up to dateGetting ahold of and protecting any external firm
property, knowledge and informationo Managing third parties and external softwareo Vendor compliance policies
o Preparing for the inevitable: getting a grasp of
the SEC’s stance on technology implementation
and use of third-party providers
What role does your firm play in overseeing portfolio
company technology implementation?
What’s next on the SEC’s agenda and how to stay ahead?
Speakers:
Louis Crasto, National Co-leader of the Fund
Administration Practice, RSM US LLP

For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

kellie.g@pei.group

joshua.s@pei.group

customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology•What’s next on the SEC’s agenda and how tostay ahead?

Speakers:
Sarah Christensen, Deputy Chief Compliance Officer,
Bow River Capital

3:05-3:35

Tools of the trade: unearthing the biggest operational challenges and resources to assist(GP-only)
GP attendees will have the opportunity to gather for peer-led presentations addressing some of theindustry’s greatest challenges while utilizing various tools and approaches to achieve operational
efficiency.

Portfolio company monitoring

Fund administration

Investor reporting

Presenters:
Adrienne Mangual, VP Finance& Operations, The Artemis
Fund
Ken Aseme, Chief Financial
Officer, MaC Venture Capital

3:35-4:05

4:15-5:15

Networking break

Breakout Panels with Peer-to-Peer Workshops

These sessions will be more interactive than a traditional breakout panel discussion. The sessions start with a 20-minute
panel discussion and will be followed by a 30-minute interactive peer-to-peer workshop. At the end of the workshop,
group leaders will come back to the panel table to present key takeaways from each small group.

4:15-4:35
For program information:
Kellie GreenFor sponsorship opportunities:
Josh Stoller

For registration queries:
Customer Services

kellie.g@pei.group

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customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology

Panel A | Assembling a robust technology infrastructure

Panel B| Assembling a robust technology infrastructure

for private equity firms
During this 20-minute panel discussion, our expert speakers
will share their backgrounds and tips and tricks theylearned while scaling their own firms

for venture capital firms
During this 20-minute panel discussion, our expert
speakers will share their backgrounds and tips and tricks
they learned while scaling their own firms

4:35-5:15
Workshop A

Workshop B

During the workshop portion, the audience will be broken
into small groups for peer-to-peer discussions led by thepanelists. Topics for discussion in small groups include:

During the workshop portion, the audience will be broken
into small groups for peer-to-peer discussions led by thepanelists. Topics for discussion in small groups include:

•

•

•
•
•
•

What are the key drivers for technology adoption
at your firm?
o Investor expectations, response to new
regulatory requirements, market volatility,
the need for more data, etc.
Implementing AI
o How are firms utilizing or thinking about
applying artificial intelligence amongst
finance and operations teams?
o Where is human intervention needed inPE?
What is the process for getting new technologies
approved at firms?
What types of technologies offer the most ROI forPE?
Vendor verification: how are you sourcing andreference checking your vendors?
What are typical budgets for new technologies atfirms at various stages and with various AUMs?
o What types of technologies do you
prioritize when you have a limited budget?

Moderator: Steve Bullock, Vice President of Sales, Kyriba
Panelists:
Jessica Duran, Managing Director, Chief Financial Officer,
TSG Consumer Partners
For program information:
Kellie Greenkellie.g@pei.group•

What are the key drivers for technology adoption
at your firm?
o Investor expectations, response to new
regulatory requirements, market volatility,
the need for more data, etc.
• Implementing AI
o How are firms utilizing or thinking about
applying artificial intelligence amongst
finance and operations teams?
o Where is human intervention needed in
VC?
• What is the process for getting new technologies
approved at firms?
• What types of technologies offer the most ROI for
VC?
• Vendor verification: how are you sourcing andreference checking your vendors?
• What are typical budgets for new technologies atfirms at various stages and with various AUMs?
o What types of technologies do you
prioritize when you have a limited budget?
Panelists:
Pete Keenan, VP of Finance, 645 Ventures
Tom Pierce, Partner / CFO / CCO, Sorenson Capital
Mary Kelley, Chief Operating Officer, MPowered Capital

For sponsorship opportunities:
Josh Stoller

joshua.s@pei.group

For registration queries:
Customer Services
customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology

Ivor van Esch, Chief Financial and Compliance Officer, Knox
Lane
LeAnn Kilarski, Chief Operating Officer, Entrepreneurial
Equity Partners

5:15

Cocktails and end of Day 1

Day 2 October 9
8:00-9:15

Registration – breakfast

8:00-8:40

Private Funds CFO Network Membership Breakfast Circles
Delegates will enjoy exclusive pre-conference breakfast meetings based on membership circle involvement.

Emerging Manager
James Beck, CFO, COO &Partner, At One Ventures

8:45-9:25

Women
Michaele Gobel, CFO,
Equilibrium

Venture Capital
Chase Paxton, Director of
Finance and Valuations, NGP
Energy Capital Management

GP-only think tanks

CFOs and COOs (GP-only)

Senior finance and operations executives (GP-only)

Designed to facilitate candid discussion, this closed-door
session for CFOs and COOs only targets the issues andchallenges impacting your firm. Attendees can benchmark
ideas and share best practices to help you gain solutions forcommon concerns facing your office. Entry to thesesessions will be verified upon scanning badges at thesession room.

Designed to facilitate candid discussion, this closed-door
session for all other senior professionals targets the issues
and challenges impacting your firm. Attendees canbenchmark ideas and share best practices to help you gain
solutions for common concerns facing your office. Entry tothese sessions will be verified upon scanning badges at thesession room.

For program information:
Kellie Greenkellie.g@pei.group

For sponsorship opportunities:
Josh Stoller

joshua.s@pei.group

For registration queries:
Customer Services
customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology

Facilitators:
Rufina Adams, Chief Financial Officer, True Wind Capital
Greg Lyon, Partner & CFO, Eclipse Ventures

9:30-9:35

Facilitators:
Anushree Bera, Director, Finance & Platform, World
Innovation Lab (WiL)

Chairperson’s opening remarks
Rebecca Lucia, Operating Partner, CFO, Innovation Endeavors

9:35-10:15

Keynote interview: Prakhar Mehrotra, Managing Director of Applied AI, Blackstone
Prakhar Mehrotra, Managing Director of Applied AI at Blackstone will join us to share how he's
helping Blackstone's portfolio companies apply AI and capitalize on this powerful technology. You'll
learn more about how private funds can drive innovation, efficiency, and growth as Prakhar sharessome of the success stories and challenges he's encountered while integrating AI across various
sectors.

10:15-11:05

Strengthening cybersecurity resilience at private funds•

How to reduce cyber risk, prevent cyber-attacks and drive secure digital transformation at thefirm in an environment of increased risk•

Leveraging technology for enhanced security•

Staying compliance with cybersecurity regulations•

Building incident response policies and procedures•

How do you extend your cyber policies and procedures throughout your portfolio?

Panelists:
For program information:
Kellie Greenkellie.g@pei.group

For sponsorship opportunities:
Josh Stoller

joshua.s@pei.group

For registration queries:
Customer Services
customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology•

11:05-11:35

Michele Brown, Chief Information Officer, Grain Management

Networking break

11:4512:35

Breakout Panel Discussions
Track B |Carried interest complexities: employing
technology to maintain and produce fair and equitable
programs

Track A | Enlisting data for developing strategic
fund finance approaches in today’s market•••

Having the proper resources to manage and trackliquidity (internal and external)
Factors to consider when determining the best
cash sources for your firm (economic, LP, fundtype, etc.)o When is it the right time to add a new
cash vehicle or fund type?
The increasing popularity of the credit market
o Evaluating risks and rewards whenutilizing credit sources (subscription lines,
NAV loans, secondaries, GP led funds,etc.)o Concerns from investors about acquiring
non-traditional funds

Moderator:
Paul Gallant, Chief Product Officer, Hazeltree

12:45-1:35

•

•

•

Tools of the tradeo What is available to assist with establishingappropriate carried interest percentages
and calculations?
o Showcasing individual and firm-wide carry
results/breakdowns
Managing tax, regulatory, economic and LP concernso Steps GPs are taking to mitigate clawbackrisks
o When to use U.S. or European waterfall
calculations?
Other benefits and incentives that can be offeredoutside of carry

Panelists:
Trey Block, Chief Financial Officer, OrbiMed Advisors
Brandy Morris, Principal, Chief Financial Officer, AB
CarValStrategically scaling while keeping up with industry innovation

For program information:
Kellie Greenkellie.g@pei.group

For sponsorship opportunities:
Josh Stoller

joshua.s@pei.group

For registration queries:
Customer Services
customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology

•

•

•
•

Aligning the firm’s growth plan with technological advancemento What does growth look like for various strategies and AUMs?
o How can technology help leaders shift their focus to spend time on more strategic
initiatives?
Getting a hold of the trials and tribulations of talent management as functions are evolving intoday’s market (recruitment, retention, cultural shifts amidst a newer working generation,
succession planning, etc.)
o The intersection between talent, technology and resourcing
o When to grow internally, scale back or enlist outside assistance?
Deciding when it’s time to improve upon a process/system or implement new ones to increase
productivity
Demonstrating growth plans effectively to both new and existing LPs

Speakers:
Kevin Gasque, Partner, COO, CFO & CCO, Greycroft
Anthony Mirabile, Managing Director, External Investing Group, Goldman Sachs Asset Management

1:35

Chairperson closing remarks
Rebecca Lucia, Operating Partner, CFO, Innovation Endeavors

1:35

Luncheon and end of conference

For program information:
Kellie Greenkellie.g@pei.group

For sponsorship opportunities:
Josh Stoller

joshua.s@pei.group

For registration queries:
Customer Services
customerservice@pei.groupprivatefundscfo.com/cfo-data-and-technology