CFO and COO dates for your schedule

Get your travel plans in place for the next six months of networking and thought leadership.

As we approach Q4, here are some must-attend networking events to mark in your calendar:

October 3-4, San Francisco: Private Fund Compliance Forum

Treasurer of the City of San Francisco, José Cisneros, and Genstar Capital’s Melissa Dickerson will be speaking alongside a whole host of compliance and tax experts, including two featured speakers from the SEC. Key topics include cybersecurity, SEC exams and conflicts of interest.

October 16-17, New York: PEI Operating Partners Forum

Now in its ninth year, the event will include three think-tank group sessions for operating partners only, interactive roundtables, and a half-day dedicated to operating partner specialists in human capital. Keynote speakers are Mark Sotir (Equity Group Investments) and Paul Carbone (Pritzker Private Capital).

January 22-23, 2020, New York: PEI CFOs & COOs Forum

The big one! Join over 600 others, including CFOs and CCOs from large, mid-sized, small and start-up firms, in exploring how to best add value to the GP-LP relationship. Thoma Bravo founder, Carl D Thoma has already been confirmed as a keynote speaker, with more to be announced.

May 13-14, 2020, New York: PEI Private Fund Compliance Forum

Not one to be missed, the New York Private Fund Compliance Forum will give compliance professionals an opportunity to gain practical insights and best practices from leading compliance experts. Keep an eye out for announcements about the agenda and speakers.

Visit PEI for further details and to book tickets.