


Sponsorship packages allow your company to:
“The forum provided valuable discussions and networking opportunities on the issues facing PE CFOs & COOs.”
Evelyn Pellicone, Chief Financial Officer, Crestview Advisors
“The annual forum has been the most helpful source of continuing education for my role as the CFO of a PE firm.”
Richard Lee, Deputy Director of Business Development,
The Cynosure Group
Private Fund Compliance
May 23 – 24, 2023
Boston Roundup
June 7, 2023
West Coast Forum
September 20 – 21, 2023
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