Private Funds CFO Forum 2027 | Private Equity CFO Event NYC

500+

Senior finance, operations and compliance leaders

40+

Sessions across two days, from keynotes to closed-door think tanks

20+

Years convening the private fund CFO community

Built for the CFO who leads the whole firm

The CFO’s mandate has expanded. You’re not just managing the books. You’re shaping strategy, driving technology decisions, managing enterprise risk, and communicating to boards, LPs, and regulators simultaneously.

The 2027 Forum has been rebuilt to match that reality. Every session, format, and conversation is designed to give senior finance and operations executives practical tools they can put to work the moment they’re back at their desks.

Your peers. Your challenges. January in New York.

Save $400+ when you book by November 6

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Private funds’ AI progress report: real gains, real gaps

As CIO of one of the world’s largest growth equity firms, Wendy Jones cuts through the hype to show where AI is delivering measurable ROI in private funds today, and where it is still falling short.

Wendy Jones

Managing Director & Chief Information Officer

General Atlantic

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Book by Friday, November 6 to save $400+

Book now

New in 2027: Less listening. More doing.

Innovation Showcase

Hear directly from private fund leaders in this members-only series as they demonstrate the AI tools, dashboards, and automated workflows they use every day.

Think Tanks Expanded

The Forum's most popular feature now runs across both days. Join small group discussions with peers in similar roles and at firms like yours to compare approaches, share challenges, and learn what's working.

Growth Stage Peer Subgroups

Choose the discussion group that fits your firm. Sessions are designed for emerging managers, growing firms, and established firms, so every conversation is relevant to where you are today.

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Confirmed attendees include:

Audax Group
Blackstone
Energy Impact Partners
General Atlantic
GreyLion
GTCR
Keystone Capital
Shamrock Capital
The Sterling Group
Viking Global Investors

See who you could meet

The issues on every CFO's desk

01. AI and the finance tech stack

Where AI is paying off, how to govern it responsibly, and how to rewire infrastructure for real-time decisions.

02. Benchmarking with peers

Findings from PEI’s 2026 Private Funds CFO Insights Survey on people, process and planning, debated by a panel of CFOs and COOs.

03. Fund finance and liquidity

Club NAV deals, shifting LP disclosure expectations, modern cash management and CFO priorities for the 2027 fundraising cycle.

04. Regulation, risk and cyber

Audit-ready data foundations, AML and sanctions pressure, the 2027 cyber threat landscape and the future of ODD reporting.

05. GP economics and firm evolution

Re-engineered carry and vesting, the operational reality of a GP stakes deal, and getting spin-outs and leadership transitions right.

06. The CFO as strategic partner

The CFO as deal strategist, finance in the portfolio, board and investor communications, and leading through a crisis.

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Hear from industry leaders

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Book by Friday, November 6 to save $400+.

Claim your spot

For program information

Kellie Green

kellie.g@pei.group

For registration inquiries

Anna Dorokhin

Anna.d@pei.group

For sponsorship information

Josh Stoller

joshua.s@pei.group

500+

40+

20+

Built for the CFO who leads the whole firm

Private funds’ AI progress report: real gains, real gaps

Book by Friday, November 6 to save $400+