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Member Meeting: New York

October 27, 1:00-6:15pm

New York, NY

 

Finance and operations leaders must strengthen resilience today while preparing their firms for what's next. 

 

Join senior private fund finance, operations, and compliance executives in New York for an afternoon of practical discussion on the issues shaping the industry.

 

Through interactive panels, roundtables, and peer exchange, you'll benchmark your approach to liquidity strategies, AI adoption, and risk management with the professionals tackling these challenges every day.

 

Confirmed speakers include: 

  • Josh Cherry-Seto, Managing Director, CFO & CCO, Velocity Capital
  • Barry Giarraputo, Chief Financial Officer – Private Markets, Neuberger
  • Melissa Klafter, Partner & CFO, AE Industrial Partners
  • Justin Malins, Treasury Director, Charlesbank Capital
  • Jeff Williams, Chief Product Officer, Lantern AI
  • Nicholas Denton-Clark, Chief Operating Officer, Kimmeridge
  • Sharad Dutta, Chief Information Officer, Veritas Capital
  • Sunil Rao, Partner, CFO & COO, Plum Alley Ventures
  • John Teng, Director, Corporate Business Applications, HIG Capital
  • Bethany Foullois, Chief Operating Officer & Partner, Tavo
  • Martha Mensoian, Partner, General Counsel, Chief Compliance Officer, Ethos Capital 
  • Katie Twomey, Senior Vice President Finance & Operations, Illumen Capital
  • Mark J. Boettcher, Principal, Baker Tilly

Request your invitation to connect with the next group of industry leaders shaping the conversation.

Fill out the form to request a seat

 

Please note: space is limited, and registering your interest does not guarantee a seat.

 

Agenda

 

The roundtable format of this event consists of three 25-minute panel discussions followed by breakout roundtables.  The facilitators of each topic will facilitate breakout conversation.

 

1:00 – 1:30 PM | Registration & Welcome

1:30 – 1:35 PM | Welcome & Opening Remarks

1:35 – 2:25 PM | Session 1: Liquidity Strategies 

2:25 – 3:15 PM | Session 2: AI, Data & the Future Finance Function

3:15 – 3:30 PM | Networking Break

3:30 – 4:20 PM | Session 3: Managing Risk in a More Complex Environment

4:20 – 5:15 PM | Technology & Operations Exchange

5:15 – 6:15 PM | Networking Reception & Cocktails

 

Please note: space is limited, and registering your interest does not guarantee a seat.

 

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