Preview your onsite experience

The Forum agenda is built around the biggest priorities for private fund CFOs, COOs, and CCOs, from AI and data strategy to fund finance, cybersecurity, and leadership. Download the agenda to see how those discussions will take shape.

For more information about the 2027 program or to inquire about speaking at next year's event, please contact Kellie Green at Kellie.G@pei.group

 

Download the 2027 agenda (opens in a new tab)

Agenda

Loading
07:30
  1. Registration & breakfast
    60 mins
08:30
  1. PEI welcome
    10 mins
08:40
  1. Chair’s welcome
    5 mins
08:45
  1. Keynote series: State of the industry fireside chats- Private Funds' AI Progress Report: Real Gains, Real Gaps
    65 mins
    A three-part series of 20-minute interview-style sessions featuring representatives from top firms, offering attendees practical advice for navigating an evolving industry. Private Funds' AI Progress …
    Speakers
    Speaker image for Wendy Jones
    Wendy Jones, Managing Director & Chief Information Officer - General Atlantic
    Speaker image for Robin Goodman
    Robin Goodman, Senior Managing Director and Chief Operating Officer - Operating Team - Blackstone
09:50
  1. Data Debrief: Forecasting & Benchmarking for the CFO and COO
    50 mins
    Drawing on the 2026 Private Funds CFO Insights Survey, this session benchmarks people, process, and planning priorities across a broad spectrum of private funds.
    Speakers
    Speaker image for Dina Colombo
    Dina Colombo, CFO - GreyLion
10:40
  1. Networking break
    20 mins
11:00
  1. The Workforce of 2027: Reskilling, Redesigning Workloads & Leading in an AI-Augmented Enterprise
    40 mins
    ▪ Reskilling for an AI-driven finance function and preparing teams to shift from manual processing to analytical, judgment-based work ▪ Redesigning roles and responsibilities between humans and automa …
    Speakers
    Speaker image for Nancy Elliott
    Nancy Elliott, Controller & VP of Finance - WM PARTNERS
    Speaker image for Pankti Shah
    Pankti Shah, Chief Financial Officer - Sumeru Equity Partners
    Speaker image for John Stephens
    John Stephens, Partner & Chief Financial Officer-US - Pomona Capital
  2. The Modern Fund Finance Playbook: What’s Changing and Why It Matters
    40 mins
    ▪ How the rise of club NAV deals is reshaping the fund finance market — and what that shift means for pricing, execution, and risk ▪ What LPs now expect GPs to communicate about NAV, hybrid, and other …
  3. Valuation in 2027: Signals, Stress Points & Opportunity
    40 mins

    ▪ Key trends influencing valuation outcomes: pricing, multiples, and secondary discounts

    ▪ Stress points such as how rates, geopolitics, and shifting business models are reshaping risk

    ▪ Where opportunity is returning

  4. Innovation Showcase: What Leading Firms Are Building Internally
    40 mins
    Fast-paced 10–12 minute sessions spotlighting the most compelling internal builds from finance, operations, and technology teams — a show-and-tell of custom dashboards, forecasting engines, AI workflo …
11:50
  1. 2027 Cyber Threat Landscape: How Modern Attacks Penetrate, Escalate & Succeed
    40 mins
    ▪ How modern attacks gain initial access (phishing evolution, identity compromise, vendor-based entry points) ▪ Escalation paths: how threat actors move laterally, exploit privilege gaps, and weaponiz …
  2. Data Discipline in Practice: Ensuring Data Integrity & Turning Raw Data Into Real Insight
    40 mins
    ▪ Tackling poor-quality, inconsistent data spread across fund accounting, CRM, treasury, and portfolio-monitoring platforms ▪ Creating shared calculations, KPIs, and data rules to reduce discrepancies …
    Speakers
    Speaker image for Paige Kuroyama
    Paige Kuroyama, Chief Financial Officer - Shamrock Capital
  3. Regulatory Pressure Points: What CFOs Need to Know About Building Resilient, Audit-Ready Firms
    40 mins
    ▪ Valuation practices, fund expenses, and cross-border structures under growing scrutiny ▪ Managing heightened AML, KYC, and sanctions-screening expectations amid geopolitical volatility ▪ Modernizing …
  4. Innovation Showcase: Sponsor Case Study
    40 mins
12:30
  1. Networking luncheon
    60 mins
13:30
  1. CFO Priorities in the 2027 Fundraising Cycle: Liquidity, Transparency & the New LP Playbook
    40 mins
    ▪ Understanding what today’s LPs prioritize: valuation discipline, operational rigor, predictable cash flows ▪ Liquidity expectations and how leading CFOs are adjusting pacing, distributions, and cont …
  2. Modern Cash Management: How CFOs Strengthen Forecasting, Working Capital & Capital Structure
    40 mins
    ▪ Modernizing treasury forecasting and risk management using scenario-based models, real-time visibility, and dynamic hedging across FX, interest rates, and private-credit exposures ▪ Reassessing cash …
    Speakers
    Speaker image for Alfred Chuang
    Alfred Chuang, Managing Director and Chief Financial Officer - Kensington Capital Partners
    Speaker image for Brandon Baudin
    Brandon Baudin, Chief Financial Officer - The Sterling Group
  3. The New Rules of Technology Procurement: Vendor Governance, ROI Discipline & AI-Driven Spend
    40 mins
    ▪ How to evaluate AI and cloud vendors with real rigor ▪ How to prove ROI and enforce spend discipline ▪ Keeping the tech stack focused, efficient, and aligned with strategic priorities
  4. Innovation Showcase: What We Automated This Year
    40 mins
    Fast-paced 10–12 minute sessions in which CFOs, COOs, and CTOs present automations they deployed this year, the ROI delivered, and the lessons learned from building automation into the firm’s operatin …
14:20
  1. Designing the Guardrails for Enterprise AI: Compliance, Controls & Responsible Deployment
    40 mins
    ▪ Mitigating legal and operational risk while enabling scalable, enterprise-wide AI deployment ▪ Building enforceable AI policies and oversight structures ▪ Operationalizing governance through control …
    Speakers
    Speaker image for Ben Epstein
    Ben Epstein, SVP Finance & Administration - Norwest Equity Partners
  2. The Future of ODD Reporting: Transparency, Traceability & RealTime Data
    40 mins
    ▪ Building end-to-end data traceability across finance, operations, and compliance systems to give LPs clear visibility into data lineage, control ownership, and reported-information integrity ▪ Lever …
  3. Next-Generation Jurisdiction Drivers: Optimizing Your Fund’s Global Footprint
    40 mins
    ▪ Lessons from successful global expansion, drawn from fund leaders who have navigated multi-jurisdiction complexity ▪ Understanding the most advantageous domiciles and their evolving tax regimes, reg …
  4. Innovation Showcase: Sponsor Case Study
    40 mins
15:00
  1. Networking break
    20 mins
15:20
  1. Interactive peer subgroups: Growth state- Emerging Managers
    40 mins
    Emerging managers face a unique blend of opportunity and constraint as they work to establish credibility, secure early LP commitments, and build institutional-grade infrastructure with limited resour …
  2. Interactive peer subgroups: Growth state- Emerging to Enduring
    40 mins
    Firms in this middle stage face pressure to professionalize, differentiate, and deliver consistent performance while navigating more complex portfolios, larger LP bases, and heightened regulatory expe …
  3. Interactive peer subgroups: Growth state- Established Firms
    40 mins
    Established firms face a different challenge: managing complexity at scale while preparing for a future defined by AI-driven operations, global regulatory fragmentation, and increasingly sophisticated …
16:00
  1. Think Tank 01: CFO & COO Think Tank (GP only) | Megafunds/Multi-Strategy Firms
    60 mins
  2. Think Tank 02: CFO & COO Think Tank (GP only) | Growth/Middle Market Firms
    60 mins
  3. Think Tank 03: Senior Finance & Operations Executive Think Tank (GP only)
    60 mins
17:00
  1. Closing Keynote Interview/Panel
    30 mins
17:30
  1. Closing remarks
    5 mins
17:35
  1. Cocktail reception
    60 mins
08:00
  1. Breakfast
    90 mins
08:30
  1. Membership circle breakfasts: CIRCLE A- Women (Member-only)
    25 mins
    Delegates enjoy breakfast at breakout sessions based on membership circle involvement.
  2. Membership circle breakfasts: CIRCLE B- Venture Capital (Member-only)
    25 mins
    Delegates enjoy breakfast at breakout sessions based on membership circle involvement.
  3. Membership circle breakfasts: CIRCLE C- Emerging Managers (Member-only)
    25 mins
    Delegates enjoy breakfast at breakout sessions based on membership circle involvement.
  4. Membership circle breakfasts: CIRCLE D- Secondaries (Member-only)
    25 mins
    Delegates enjoy breakfast at breakout sessions based on membership circle involvement.
  5. Advisory Hub: Ask the Experts
    60 mins
    Meet the industry’s leading service providers in an informal, high-value setting. Move freely between expert-hosted tables, exchange business cards, and get tailored insights on the challenges shaping …
09:30
  1. Chair’s opening remarks
    10 mins
09:40
  1. Vendor Voices: Agility in Action: Evolving with the Private Funds Landscape
    40 mins
    Leading thinkers from the industry’s most innovative solution providers explore what’s ahead for 2027 — from the next wave of AI-driven transformation to breakthroughs in operational design — followed …
10:20
  1. Opening Panel: Rewiring the Finance Stack: AI‑Driven Infrastructure for the Next‑Generation CFO
    40 mins
    AI‑first workflow intelligence — Using machine learning to map digital workflows, detect bottlenecks automatically, and identify high‑ROI automation candidates across valuation, reporting, treasury, a …
11:00
  1. Networking break
    30 mins
11:30
  1. The Evolution of GP Economics: Why Carry Structures Are Being Re-Engineered
    50 mins
    What market forces are pushing firms to modernize GP economics, including CVs, LP expectations, competitive pressures What new vesting models are emerging, including rolling vesting, deal‑by‑deal vest …
  2. Strategic Finance in the Portfolio: Building the Infrastructure for Exit Success
    40 mins
    ▪ Guiding strategic levers in a volatile 2027 environment across pricing strategy, capital allocation, and financing decisions ▪ Enforcing reporting quality and forecasting rigor with standardized sys …
  3. Board Management & Investor Communications: Elevating Transparency, Trust & Strategic Influence
    40 mins
    ▪ Managing high-stakes communications during stress events with clear playbooks for liquidity pressure, cyber incidents, and regulatory scrutiny ▪ Controlling the financial narrative and helping board …
  4. Innovation Showcase: Prompts That Transform Finance & Operations Workflows
    40 mins
    Fast-paced 10–12 minute micro-sessions demoing prompt-driven, AI-powered systems that turn manual, error-prone processes into automated, insight-rich workflows.
12:20
  1. The CFO as Deal Strategist: Elevating Sourcing Discipline & Decision-Making
    40 mins
    ▪ Partnering directly with investment and operating teams to align capital allocation, growth initiatives, and long-term value creation ▪ Hands-on evaluation of new markets, product expansions, M&A op …
  2. Crisis Leadership for CFOs: Leading Through the Unknown
    40 mins
    ▪ Strengthening risk mitigation and response readiness through scenario planning, early-warning indicators, and coordinated cross-functional crisis protocols ▪ Mapping exposure across boards, lenders, …
  3. What LPs Want to See in Firm Evolution: Getting Rebrands, SpinOuts, and Leadership Transitions Right
    40 mins
    ▪ How real-world transitions — from partner retirements to full rebrands — play out in practice ▪ How to position a spinout or rebrand for LP approval ▪ What signals credibility, what raises red flags …
  4. Innovation Showcase: Sponsor Case Study
    40 mins
13:00
  1. Networking luncheon
    60 mins
14:00
  1. The Operational Reality of a GP Stakes Deal
    40 mins
    Reporting cadence shifts overnight — GP stakes investors expect LP-grade transparency into the management company itself, not just fund-level KPIs, audit rigor, and valuation scrutiny. Board and advis …
  2. Cross-Functional Leadership: How CFOs, CTOs, CHROs & COOs Drive Enterprise-Wide Alignment
    40 mins
    ▪ Breaking down organizational silos by strengthening collaboration across finance, tech, people, and operations ▪ Establishing cross-team accountability through governance models, shared KPIs, and in …
  3. New Faces of Finance 2027
    40 mins
    This session spotlights the New Faces of Finance 2027 list, highlighting how emerging leaders are not just adapting to the industry’s evolution but actively teaching their teams new ways to operate, i …
  4. Innovation Showcase: AI Training Programs
    40 mins
    Executives share how they designed curricula, rolled out firmwide AI training, and equipped staff across finance, operations, compliance, and technology.
14:40
  1. Wrap Up Think Tank 01: CFO & COO Think Tank (GP only) — Megafunds/Multi-Strategy Firms
    60 mins
  2. Wrap Up Think Tank 02: CFO & COO Think Tank (GP only) — Growth/MiddleMarket Firms
    60 mins
  3. Wrap Up Think Tank 03: Senior Finance & Operations Executive Think Tank (GP only)
    60 mins
15:50
  1. Closing Panel or Keynote (session details to be confirmed)
    30 mins
16:20
  1. Closing remarks
    10 mins
16:30
  1. End of conference
    0 mins