Building smarter private markets operations

Women in Fund Operations Forum

Join fund operations, finance, legal, compliance, technology and investor relations leaders to explore the systems, data, governance, reporting and operational decisions shaping private markets firms.

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Co-hosted by

Forum focus

Operating models for private markets firms
AI, automation and data infrastructure
Finance, reporting and investor transparency
Governance, compliance and regulation
Talent, leadership and operational resilience

Fund operations focus

Where operational excellence is becoming a competitive advantage

Explore how private markets firms are strengthening operating models, using AI and automation, improving data infrastructure, managing regulatory pressure and building teams for long-term scale.

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Operating models

Private markets firms are rethinking operating models as scale, complexity, investor expectations and regulatory requirements place greater pressure on operational teams.

Question for the forum

How can firms build operating models that support growth without adding unnecessary complexity?

Operating models

Agenda highlights

Follow the fund operations conversation across cross-asset forums

Move from operating models and fund finance to data, AI, reporting, governance and the teams building scalable private markets platforms. Speaker details are available on the dedicated speaker page.

Download the full agenda View speakers

12:15

Operating models

Building scalable private markets operations

Explore how firms are adapting operating models to support growth, complexity, investor expectations and cross-asset expansion.

12:50

Technology

AI, automation and the future of fund operations

Examine where technology can improve workflow, controls, data quality and decision-making across private markets firms.

14:25

Data and reporting

Meeting investor demand for transparency

Discuss reporting expectations, data infrastructure and how operational teams can support clearer LP communication.

15:00

Governance

Managing compliance, controls and complexity

Assess how firms are strengthening governance, regulatory readiness and operational resilience as private markets evolve.

16:55

Talent

Leading high-performing operations teams

Explore the skills, structures and leadership approaches needed to build effective fund operations teams for the next cycle.

Fund Operations Forum speakers

Hear from leaders building stronger private markets operations

Meet the finance, operations, legal, compliance, technology and investor relations leaders sharing practical insight on operating models, AI, data, reporting, governance and talent.

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Companies represented

Meet the firms building private markets operations

Join senior leaders from across fund operations, finance, legal, compliance, investor relations, technology and private markets advisory.

Who you’ll meet

The people powering private markets platforms

Connect with the operational leaders, finance teams, legal specialists, compliance experts and technology partners building scalable private markets firms.

Explore networking

Operations

COOs and fund operations leaders

Senior operators responsible for fund infrastructure, process design, outsourcing, vendor management and firm-wide operational resilience.

Chief operating officers
Heads of fund operations
Investor operations teams
Platform and transformation leaders

Finance

CFOs, finance and reporting teams

Finance professionals managing reporting, valuations, fund accounting, performance data, investor transparency and internal controls.

Chief financial officers
Fund finance teams
Reporting specialists
Valuation and accounting leaders

Governance

Legal, compliance and technology specialists

Advisers and specialists supporting governance, regulatory readiness, data systems, automation, workflow design and operational change.

Legal and compliance teams
Technology providers
Data and automation specialists
Investor relations teams

Women in Fund Operations Forum

Join the forum this December

Register for the Women in Private Markets Summit to access the Fund Operations Forum, cross-asset networking and the wider private markets programme. Institutional investors can apply for a complimentary investor pass.

Register now Apply for an investor pass