Preview your onsite experience

The Forum agenda is built around the biggest priorities for private fund compliance, legal, finance, and operations leaders, from AI governance and SEC priorities to operational resilience, third party oversight, and technology enabled compliance. Download the agenda to see how those discussions will take shape.

For more information about the 2026 program or to inquire about speaking at this event, please contact Kellie Green at Kellie.G@pei.group.

Download the 2026 agenda (opens in a new tab)

Agenda

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08:00
  1. Registration and Breakfast
    50 mins
08:50
  1. Welcome Remarks
    15 mins
09:05
  1. Keynote Interview: Maurya Crawford Keating, Associate Regional Director - New York Regional Office, U.S. Securities and Exchange Commission
    45 mins
    Maurya Crawford Keating, Associate Regional Director of the New York Regional Office, will discuss the themes the Commission is emphasizing across examinations and oversight. The conversation will hig …
    Keynote
    Speaker image for Maurya Crawford Keating
    Maurya Crawford Keating, Associate Regional Director of the New York Regional Office - U.S. Securities and Exchange Commission
09:50
  1. Plenary Session – The Expanding Compliance Footprint: Guiding the Firm Through Growth and Complexity
    50 mins
    How compliance professionals are stepping into broader governance roles, shaping firmwide decision‑making, and driving accountability across business units. How the modern compliance function is evolv …
    Speakers
    Speaker image for Ashleigh Brogan
    Ashleigh Brogan, Chief Compliance Officer - Declaration Partners LP
    Speaker image for Mayeti Gametchu
    Mayeti Gametchu, Chief Compliance Officer and Regulatory Counsel - THL Partners
    Speaker image for Esana Blank
    Esana Blank, Managing Director & Chief Compliance Officer - CCMP Growth/CCMP Capital
10:40
  1. Networking Break
    20 mins
11:00
  1. Roundtables
    100 mins
    Peer-driven conversations, facilitated by two industry leaders. Throughout the session, facilitators will rotate groups every 30 minutes to ensure all delegates discuss each of the three topics. Topic …
    Speakers
    Speaker image for Chris Brannan
    Chris Brannan, Chief Compliance and ESG Officer - PPC
    Speaker image for Jennifer McGoey
    Jennifer McGoey, Partner & Chief Compliance Officer - Dawson Partners
    Speaker image for Christopher Banks
    Christopher Banks, Managing Director, Global Head of Compliance - Pantheon
    Speaker image for Rinat Cohen Rozenthal
    Rinat Cohen Rozenthal, General Counsel and Chief Compliance Officer - Faropoint                      
    Speaker image for Brendan Sikhsnel
    Brendan Sikhsnel, VP Compliance - Northleaf Capital Partners  
12:40
  1. Luncheon
    60 mins
13:40
  1. Breakout Panels: Track A: Valuation Integrity in Private Markets: Controls, Consistency, and Cross Functional Alignment
    50 mins
    These dynamic breakout sessions will break the mold of traditional panel discussions by offering our audience the chance to actively engage and share their own experiences at multiple points throughou …
    Speakers
    Speaker image for Kristen O'Brien
    Kristen O'Brien, Principal, Valuation & Performance - Madison Dearborn Partners
    Speaker image for Kujo Osei
    Kujo Osei, Vice President of Finance and Chief Compliance Officer - Integrity Growth
  2. Breakout Panels: Track B: Modernizing Books & Records: Oversight in an Era of AI‑Generated Content and Expanding Communication Channels
    50 mins
    These dynamic breakout sessions will break the mold of traditional panel discussions by offering our audience the chance to actively engage and share their own experiences at multiple points throughou …
14:40
  1. Breakout Panels: Track A: Cyber Risk 2027: Staying Resilient as Threat Actors Blend Automation, AI, and Advanced Intrusion Tactics
    50 mins
    These dynamic breakout sessions will break the mold of traditional panel discussions by offering our audience the chance to actively engage and share their own experiences at multiple points throughou …
  2. Breakout Panels: Track B: Fee & Expense Governance: Controls That Withstand 2027 LP and Regulator Expectations
    50 mins
    These dynamic breakout sessions will break the mold of traditional panel discussions by offering our audience the chance to actively engage and share their own experiences at multiple points throughou …
    Speakers
    Speaker image for Joseph Frost
    Joseph Frost, Head of Compliance - Faropoint                      
15:30
  1. Networking Break
    80 mins
16:00
  1. Plenary Session: Reskilling Compliance Teams: How AI Is Transforming Compliance Workflows and Capabilities
    50 mins
    How reskilling enables compliance to influence enterprise‑wide AI strategy. Rebuilding workflows so your teams are focused on judgment, escalation, and governance rather than repetitive tasks. Trainin …
    Moderator
    Speaker image for Thomas Stewart
    Thomas Stewart, Co-founder & CEO - Hadrius
    Speakers
    Speaker image for Laura Frattaroli
    Laura Frattaroli, Deputy Chief Compliance Office - General Atlantic
    Speaker image for Sabina Haq
    Sabina Haq, Chief Compliance Officer - Sandbrook Capital
    Speaker image for Steven Spencer
    Steven Spencer, Managing Director, General Counsel, and the Chief Compliance Officer - Gemspring Capital
16:50
  1. Networking Reception
    60 mins
08:00
  1. Registration and Breakfast
    60 mins
09:05
  1. Think Tanks: Track A: Think Tank: CCO
    55 mins
    GP-only gatherings for candid discussions in a closed-door setting. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room. Designed …
  2. Think Tanks: Track B: Think Tank: Senior Compliance Professionals
    55 mins
    GP-only gatherings for candid discussions in a closed-door setting. Join your peers for candid discussions in a closed-door setting, with no media, vendors, or service providers in the room. Designed …
    Speakers
    Speaker image for Brian Privor
    Brian Privor, Managing Director, Legal & Compliance - Blackstone
    Speaker image for Michelle Ball
    Michelle Ball, Co-Head, Private Equity Compliance - Vista Equity Partners
10:00
  1. Welcome Remarks
    15 mins
10:15
  1. Panel: Breaking the Silos: Unifying Ops, IT, Finance & Investments Around Compliance Excellence
    50 mins
    How to embed compliance thinking into day‑to‑day processes across Operations, IT, Finance, and Investment teams so controls scale naturally. Building joint ownership models, cross‑functional workflows …
    Speakers
    Speaker image for Renata Malavazzi
    Renata Malavazzi, General Counsel and Chief Compliance Officer - Paine Schwartz Partners
11:05
  1. Networking Break
    80 mins
11:35
  1. Breakout Sessions: Private Credit Under Pressure: What Compliance Must Get Right as the Market Matures
    50 mins
    Positioning the firm to demonstrate rigor, transparency, and readiness as stakeholders demand stronger controls, clearer documentation, and more proactive risk management Challenging processes as priv …
  2. Breakout Sessions: Third‑Party Risk 2.0: Rebuilding Vendor Governance for Speed, Scale, and AI Risk
    50 mins
    Adapting governance models to the realities of modern tech, data, and AI‑driven vendors. Demonstrating strong governance to regulators, clients, boards, and auditors as expectations rise. How to choos …
12:35
  1. Carousel: Leveraging Regulatory Lulls to Modernize Policies and Controls
    60 mins
    This highly interactive carousel session is focused on a core compliance challenge—collaborating with peers to brainstorm best practices, creative solutions, and innovative ideas. Working in small gro …
13:35
  1. Luncheon
    55 mins