CFO/COO Summit

What are the most salient issues facing CFO's / COO's in an increasingly competitive marketplace?

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Join PrivateEquityWire as we debate current issues of the marketplace with industry leading professionals and practitioners.



12th & 13th May 2021

DEBATE AND DISCUSS

PROLOGUE

Private Equity Wire’s 2021 Global COO Summit is a two-day event during which leading practitioners will debate some of the most salient issues facing CFOs and COOs in an increasingly competitive marketplace.


A roster of industry experts, spanning PE firms of all sizes, will share their views on how they are implementing new processes to streamline their operating models, how they are embracing new technologies to bring efficiencies across the business, from due diligence to reporting and risk management, and how they are managing their people, in today’s hybrid home/office work environment.


This event will be targeted at CFOs, COOs and institutional allocators actively building their PE investment programmes, looking to be better understand how GPs are advancing the PE operating model.

HOW TO REGISTER

LIVE CONTENT

NETWORKING

BOOK 1-2-1 MEETINGS

AGENDA

DAY ONE | 12 MAY

DAY ONE

12 MAY

ALL TIMES SHOWN IN BST

PANEL 1

COO outlook on the next 12 months

  • How has the pandemic impacted the management and collaboration of the team?
  • How have you approached maintaining the right culture and ways of doing business?
  • How have you coped with onboarding new staff members, for example?
  • Are you revisiting your real estate footprint as you prepare to bring people back to the office?
  • And what new processes/controls will you need to introduce, from a health & safety perspective?

James Williams // Editor in Chief, PrivateEquityWire

OPENING ADDRESS

1:50 PM

2:00 PM

Dedicated networking time

NETWORKING

1:30 PM

Team dynamics

Process automation

Portfolio company insights

LP trends

  • What types of tools and solutions are you thinking about introducing to improve automation?
  • Discuss the guidance you are giving to portfolio companies on their operations.
  • How are you benchmarking their performance?
  • What new data points are you looking at for your portfolio companies that may be a permanent item going forward?
  • What new questions are they asking of you?
  • How have you responded to LPs during the pandemic and are there any things you are doing now that you will continue to do in a post-Covid environment?
  • Building an infrastructure and reporting process to support your internal partners and LPs in apost-Covid environment – how are you looking to evolve this?

SPEAKERS:

Jason Howard, CFO/COO, Headway Capital Partners LLP

Mark Woods, Partner, Head of North American Private Equity, Cathay Capital

Marc Puglia, Managing Director & CFO, Providence Equity

ECI

PANEL 2

Operational Due Diligence... new trends and challenges

  • How is the ODD process evolving in line with technology innovation?
  • What new tactics are COOs deploying to improve ODD?
  • Implementing best practices in response to rising LP expectations
  • What improvements have PE firms achieved in how they approach ODD, and what are the limitations to doing things virtually?
  • What processes are COOs introducing to strengthen the efficacy of pre-deal due diligence?
  • What sort of operational pain points is virtual ODD helping to overcome?
  • How do you see the ODD approach changing this decade – will there be a more tech-oriented approach?

PRESENTATION

SPEAKER:

Khuram Bajwa, Director, One Ten Associates

3:10 PM

4:00 PM

2:50 PM

PRESENTATION

4:20 PM

PANEL 3

Tech-driven insights & the path towards digitisation

  • How are COOs approaching new technologies like AI tools – and is there a leadership/generation gap within the PE space that needs to be overcome?
  • Using technology and Big Data to improve cash flow analysis and performance monitoring
  • What potential do COOs see in new technology tools to improve compliance and data security in their own firms, and in their underlying portfolio companies?
  • What are the top line questions a COO should be asking when looking at an outsourced technology arrangement?
  • How far are COOs embracing workflow digitization – are some areas of the operating model more fertile than others?
  • And what are the risks to focus on in respect to third party vendors?

SPEAKERS:

Parag Gandesha, General partner and Chief Operating Officer, Kreos Capital

Anushree Mohta, Head of Operational Due Diligence, Sigular & Guff

Charlotte Henderson, COO/GC, All Seas Capital

5:40 PM

5:10 PM

NETWORKING

EVENT CLOSES

Dedicated networking time

SPEAKERS:

George Ralph, Managing Director, RFA

Tony Lissaman, COO, 3i Group

SPEAKER:

Thomas B. Pittman, Managing Director & Chief Marketing Officer, EWM Global

DAY TWO | 13 MAY

DAY TWO

13 MAY

ALL TIMES SHOWN IN BST

PANEL 6

4:20 PM

Dedicated networking time

NETWORKING

1:30 PM

ESG reporting and setting the right KPIs


  • Implementing ESG policies – do you have one, and what did you need to consider?
  • How do you ensure staff members are well versed and understand the policy?
  • What systems/operational changes have you needed to introduce to improve the ESG credentials of your funds?
  • What approaches are COOs taking to putting the right KPIs in place for different companies spanning different sectors/industries – and how are they are measuring these KPIs to monitor company performance?
  • What Diversity & Inclusion programmes are COOs using and how can they measure their progress relative to their peers, on this issue?
  • To what extent is ESG and the culture of ‘inclusivity’ being championed by the senior management team – and what should today’s COO be focusing on to affect change?

Systems & reporting considerations

Changing LP expectations

  • How are GPs responding to demands for greater transparency and better knowledge transfer as investors increase their focus on ESG investing?

3:10 PM

PANEL 5

4:00 PM

FIRESIDE CHAT

SPEAKERS:

Joe Holman, CEO, ESG Administration LLC

Evolving the COO role

Sourcing deals

  • Is there scope for the COO to have a greater role to play in supporting deal teams?
  • What new investment/financial models are CFOs/COOs using to better understand what a deal looks like and the impact it might have on the wider portfolio?
  • How best to integrate alternative data sets to improve the investment process?

Portfolio & risk management

  • Importance of building a consistent framework to support the portfolio management function, post due diligence i.e. putting processes in place to promote knowledge sharing with portfolio companies
  • What new risk analytic tools and systems are being adopted to gain greater insight into portfolio company performance?
  • What changes have you needed to make to your risk/governance framework as a result of the pandemic?

Value Add

  • Is the perception of the COO role changing in the eyes of the investment team, by offering a more centralised view on PortCos?
  • What is the biggest opportunity and challenge you currently face?
  • How do you see the COO role evolving this decade?

2:00 PM

PANEL 4

Navigating Covid-related short-term liquidity risks

  • How have CFOs mitigated the short-term liquidity shocks experienced by individual companies over the past 12 months?
  • What different financing solutions have been considered (i.e. CBILS)?
  • What new tools or financial metrics/KPIs have CFOs needed to apply to adjust to this environment?
  • How have CFOs supported the finance teams of their portfolio companies, in terms and provided leadership and guidance?
  • What has the biggest challenge been for CFOs over the last 12 months – what key lessons have been learned (if any)? And what has been the biggest surprise (positive)?

2:50 PM

PRESENTATION

Presentation slot

SPEAKERS:

Kevin Early, European CFO, Ares Management

SPEAKERS:

Saba Ahmad, COO, Turning Rock Partners

Melissa Dickerson, CFO and Managing Director, Operations, Genstar

SPEAKERS:

Adams Street Partners

Graeme Ardus, Head of ESG, Triton Partners

James Harper, Finance Manager, Apposite Capital

Chris Sand, Managing Director, Ardian

5:10 PM

5:35 PM

PRESENTATION

CLOSING ADDRESS

5:30 PM

James Williams // Editor in Chief, PrivateEquityWire

Presentation slot

NETWORKING

Dedicated networking time

6:00 PM

EVENT CLOSES

SPEAKERS

Jason Howard

James Williams

Managing Editor at Private Equity Wire

Partner, Head of North American Private Equity at Cathay Capital

Mark Woods

General partner and Chief Operating Officer at Kreos Capital

Parag Gandesha

Kevin Early

European CFO at Ares Management

Anushree Mohta

Operational Due Diligence at Sigular & Guff

Saba Ahmad

George Ralph

Managing Director at RFA

Thomas B. Pittman

Managing Director & Chief Marketing Officer at EWM Global

Managing Partner at Peloton Capital Management

Steve Faraone

Managing Director & CFO at Providence Equity

Marc Puglia

Director at One Ten Associates

Khuram Bajwa

CFO and Managing Director, Operations at Genstar

Melissa Dickerson

Graeme Ardus

Head of ESG at Triton Partners

Tony Lissaman

COO at 3i Group

Finance Manager at Apposite Capital

James Harper

Chris Sand

Managing Director at Ardian

Joe Holman

Charlotte Henderson

Claire Commons

Ron Biscardi

Erkin Adylov

CEO & Founder at Behavox

SPONSORSHIP

Launched in 2007, Private Equity Wire has evolved organically to become one of the industry’s leading voices on key trends and developments shaping the industry.


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What are the most salient issues facing COOs and CFOs today?

Let's get a better understanding of how GPs are advancing the PE operating model.

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