PEI – CFO & COO Forum New York

>PEI – CFO & COO Forum New York

PEI – CFO & COO Forum New York

By | 2021-05-28T16:47:32-04:00 May 28, 2021|
June 9, 2021 – June 10, 2021 all-day

Now in its 18th year, the CFOs & COOs Forum New York is the industry benchmark for high-value content and networking. This year’s virtual Forum is one of the many benefits you will receive with a CFO All Access membership.

The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

This year’s virtual Forum features insightful keynotespanelsworking groups, live Q&Asthink tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.

Join Ultimus LeverPoints’ Krista McCoy for a panel discussion on June 9th at 2:10 p.m. 

Topic: Distinguishing what firms are doing differently in LP communications

  • Handling increased LP requests while minimizing the impact on workload
  • What are firms doing to streamline the LP communication process while addressing investor specific questions?
  • Analyzing the creativity around LP communication in COVID
  • Are firms fulfilling requests in spreadsheets provided by the LPs or utilizing ILPA templates?
  • Communication combination: conducting virtual LP meetings interspersed with live sessions
  • Providing LPs with a glimpse into firm culture, work environment and portfolios


Kate de Mul, Director, Client Services, KKR


Les Brown, Partner, HGGC

Miles Chan, VP/GM of Insight, InCloudCounsel

Krista McCoy, EVP, Chief Business Development Officer, Ultimus LeverPoint Private Fund Solutions

Tina St. Pierre, CPA, Partner and Chief Administrative Officer, Landmark Partners


About the Author: