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Main Conference Day 2
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Main Conference Day 2
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08:20 - 08:55
Welcome coffee
Showing 1 of 1 Streams
Plenary Sessions
08:55 - 09:00
Chair’s welcome address
- Romulad Beneche - US Director, AIMA
09:00 - 09:20
Higher-for-longer and private fund fees
09:20 - 10:00
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
10:00 - 10:30
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
10:30 - 11:00
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
Networking
11:00 - 11:30
Morning coffee and networking break
Showing 1 of 1 Streams
Plenary Sessions
11:30 - 12:15
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
12:15 - 13:00
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
Networking
Roundtable Discussions - First come first served basis
13:00 - 14:05
Networking lunch
13:00 - 14:05
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
Stream A: Operations, costs, and due diligence
Stream B: C-Suite Boardroom Sessions: Growth, human capital and retaining talent
14:05 - 14:45
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
14:45 - 15:25
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
15:25 - 16:05
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.
14:05 - 14:45PRE-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
14:45 - 15:25PRE-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
15:25 - 16:05PRE-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
16:05 - 16:10
Chair’s closing remarks and end of SuperReturn CFO/COO North America 2024
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