Agenda - Main Conference Day 2 | SuperReturn CFO/COO North America

8:20am - 8:55am

Welcome coffee

Showing 1 of 1 Streams

Plenary Session

8:55am - 9:00am

Chair’s welcome address

9:00am - 9:40am

The pillars of operational success

How do you align internal resources, external partnerships, and technology to create a resilient and agile organization that can thrive in a competitive market?

Balancing innovation and reliability in external partnerships
Identifying technology upgrades that deliver measurable ROI
Strengthening connections with the investment team, IR, and governance boards

Jameson Greenfield - Chief Financial Officer, State of Wisconsin Investment Board
Amy Persohn - Chief Operating Officer, Navitas Capital
Andrew Murray - Managing Director, Operations, Victory Park Capital

9:40am - 10:00am

Looking from the outside in - the future for private capital

10:00am - 10:35am

Aligning LP and GP expectations in private equity

How do you resolve conflicts, foster trust, and create mutually beneficial agreements that align with the industry's current challenges?

Providing clear and accessible information about fund performance
Balancing operational efficiency and reporting needs

Aaron Chan - Chief Financial Officer, Enlightened Hospitality Investments
Ks Shah - CFO & CCO, Westbridge Capital
Jason Donner - CFO, Veritas Capital

10:35am - 11:10am

Gaining a competitive advantage in private equity: attracting and retaining top talent

What strategies can firms use to differentiate themselves in a crowded market?

Showing 1 of 1 Streams

Networking

11:10am - 11:40am

Morning coffee and networking break

Showing 1 of 1 Streams

Plenary Session

11:40am - 12:20pm

Creating effective systems for portfolio management

What do LPs think about portfolio management systems? How can firms get their legal, marketing and CRM systems to work together?

Ashley Roche - COO, GC, MEMCO

12:20pm - 1:00pm

The evolution of C-suite roles: how executives are driving digital transformation within their firms

How can executives contribute towards and drive digital transformation within their firms?

Lily Hou - Director of Operations, Architect Capital
Paige Kuroyama - CFO, Shamrock Capital
Jackie Dao - CFO, Reach Capital

Showing 2 of 2 Streams

Networking

Roundtable Discussions - First come first served basis

1:00pm - 2:05pm

Networking lunch

1:00pm - 2:05pmFIRST COME FIRST SERVED

Roundtable Discussions

Thomas B. Raterman - CFO & COO, Runway Growth Capital

Showing 2 of 2 Streams

Stream A: Operations, costs, and due diligence

Stream B: C-Suite Boardroom Sessions: Growth, human capital and retaining talent

2:05pm - 2:45pm

Enhancing due diligence: new standards and best practices

How can you streamlining due diligence processes to achieve automated data extraction from organized data lakes?

2:45pm - 3:25pm

Managing economic uncertainty: strategies to remain resilience

2:05pm - 2:45pmPRE-REGISTRATION REQUIRED

Balancing growth with sustainability: ESG Strategies for PE firms

How can firms Integrate sustainable practices without compromising financial performance?

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 foyin.awosika@informa.com

Sunil Rao - COO, SVP of Finance, Plum Alley

2:45pm - 3:25pmPRE-REGISTRATION REQUIRED

Off the record: sharing common challenges and peer-to-peer experiences

Best practices and trends in private debt structuring to optimize returns while managing risk.

3:25pm - 3:30pm

Chair’s closing remarks and end of SuperReturn CFO/COO North America 2024

Main Conference Day 2Thursday, 15 May 2025 - CT (Central Time, GMT-06:00)