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SuperReturn CFO/COO North America
May 13-15, 2025
The Gwen HotelChicago
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Main Conference Day 2 - CT (Central Time, GMT-06:00)

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Main Conference Day 2 - CT (Central Time, GMT-06:00)
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8:20am - 8:55am
Welcome coffee
Showing 1 of 1 Streams
8:55am - 9:00am
Chair’s welcome address
  • Romulad Beneche - US Director, AIMA
9:00am - 9:20am
Higher-for-longer and private fund fees
9:20am - 10:00am
Market volatility: liquidity, valuations, and the cost of capital
  • How are CFOs and COOs navigating through uncertainty and measuring liquidity?
  • How are they going to adjust valuations in light of debt flows?
  • Brian Garfield - Managing Director, Lincoln International LLC
  • Dina Colombo - Partner, COO & CFO, GreyLion Partners
  • Chaim Langer - Managing Director, External Investing Group (XIG) and Chief Operating Officer of Vintage Strategies, Goldman Sachs Asset Management
  • Travis Krueger - Managing Director, GTCR
  • Brian Dunford - Senior Vice President and Head of Valuations, Thoma Bravo
10:00am - 10:30am
Lessons learned from the White House and qualities of excellent leadership
  • Susan Sher - Former Chief of Staff to First Lady Michelle Obama; First Female Corporation Counsel for the City of Chicago, University of Chicago
10:30am - 11:00am
Leveraging data & efficient reporting in the middle and back-office
  • Using data for effective decision making: how do you source, prioritise and create the necessary reports?
  • Dan Rochkind - CFO, Lerer Hippeau
  • Carlos Calderon - Senior Vice President and Chief Financial Officer, Ariel Investments
Showing 1 of 1 Streams
11:00am - 11:30am
Morning coffee and networking break
Showing 1 of 1 Streams
11:30am - 12:15pm
What do LPs want and what do GPs need to know?
  • Enhancing the relationship with GPs, increasing transparency, and mitigating risk
  • What more can be done?
  • Ashley Roche - Chief Operating Officer, General Counsel, MEMCO
  • Chris Iorillo - Chief Financial, Legal and Compliance Officer, Freeman Spogli
  • Jessie Juan - Co-Founder and Partner, Quantium
  • Joshua Cherry-Seto - Partner & CFO, StartUp Health
12:15pm - 1:00pm
The state of fundraising: trends, challenges, and solutions
  • How are today’s leading CFOs and COOs maintaining consistency and profitability in an industry that is cyclical at its core?
  • How are they mitigating the risks associated with current market pressures, crucial investment decisions, ever-changing fundraising dynamics, and evolving capital structures?
  • Darren Herz - Chief Financial Officer, Goldner Hawn
  • Eva Hubsman - Partner and CFO, Israel Secondary Fund
  • Amy Persohn - Chief Operating Officer, Navitas Capital
  • Amy Rubenstein - CEO, Clear Investment Group
Showing 2 of 2 Streams
1:00pm - 2:05pm
Networking lunch
1:00pm - 2:05pm
Roundtable Discussions
  • Joshua Cherry-Seto - Partner & CFO, StartUp Health
  • Chaim Langer - Managing Director, External Investing Group (XIG) and Chief Operating Officer of Vintage Strategies, Goldman Sachs Asset Management
  • John Beczak - Chief Financial Officer, Resource Capital Funds
  • Ashley Roche - Chief Operating Officer, General Counsel, MEMCO
Showing 2 of 2 Streams
2:05pm - 2:45pm
How to use AI for greater efficiencies
  • What are the associated risks of AI tools?
  • Ayesha Kiani - COO, MNNC Group
  • Matt Schaefer - Chief Operating and Finacial Officer, AIR Asset Management
2:45pm - 3:25pm
Outsourcing and vendor selection – getting the best returns
  • How do GPs identify service providers for all portfolios
  • Peter Tang - Chief Financial Officer (CFO) and Managing Director, Butterfly Equity
  • Jameson Greenfield - Chief Financial Officer, State of Wisconsin Investment Board
  • Jackie Dao - CFO, Reach Capital
  • Olibia Stamatoglou - Managing Director, Chief Financial Officer & Chief Compliance Officer, Victory Park Capital Advisors, LLC
  • Bessie Wu - CFO, NewView Capital
3:25pm - 4:05pm
Three key trends impacting fund finance
  • NAV financing as a key area and how to realize its value
  • Dadong Yan - Head of Portfolio Finance, Managing Director, Barings
  • Aaron Simkovich - Managing Director- CFO, Maranon Capital, L.P.
2:05pm - 2:45pmPRE-REGISTRATION REQUIRED
Impact Investing – a tale of 2 approaches

Run strictly under The Chatham House Rule, and open to pre-registered CFOs, COOs, CCOs, CROs & CTOs from GP and LP companies. Places are limited. To register please email Adrianna.moskal@informa.com

  • Sunil Rao - COO, SVP of Finance, Plum Alley
  • Catherine Colyer - COO, WaterEquity
2:45pm - 3:25pmPRE-REGISTRATION REQUIRED
Capital raising and building scale
  • What are people doing from a liquidity perspective?
  • What are LPs’ obligations?


Run strictly under The Chatham House Rule, and open to pre-registered CFOs, COOs, CCOs, CROs & CTOs from GP and LP companies. Places are limited. To register please email Adrianna.moskal@informa.com

  • Amy Rubenstein - CEO, Clear Investment Group
  • Steven Ernest - Vice President, Originations, Chicago Atlantic
3:25pm - 4:05pmPRE-REGISTRATION REQUIRED
Migration of talent across PE
  • What tools are CFOs and COOs using to attract long term talent?
  • What operational changes are being made?


Run strictly under The Chatham House Rule, and open to pre-registered CFOs, COOs, CCOs, CROs & CTOs from GP and LP companies. Places are limited. To register please email Adrianna.moskal@informa.com

  • Susan Black-Beth - Chief Operating Officer, Avante Capital Partners
  • Stephanie Smith - Global Chief Operating Officer, Equity Private Markets, BlackRock
4:05pm - 4:10pm
Chair’s closing remarks and end of SuperReturn CFO/COO North America 2024
Main Conference Day 1
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