VIRTUAL CONFERENCE

2 - 4 June 2020 | 10.30am – 1.30pm ET

Build something people want to invest in.

Calling all private equity CIOs, CFOs and COOs

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On 2-4 June, you’re invited to join leading practitioners and colleagues as we uncover and resolve the operational issues facing GPs in an increasingly competitive marketplace.


Get informed — register today. Free for GPs + LPs.

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North America COO/CFO Summit

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About this event

North America's premier virtual event

for COOs and CFOs.

At PEWlive US, private equity groups — spanning small and emerging managers through to large established global players — will share their views on how they think about the operational challenges facing the asset class:

  • What are the key issues COOs are focusing on, in light of the COVID-19 pandemic?
  • What are the benefits to building an infrastructure and reporting process to support your internal partners and LPs in a post-COVID environment?
  • What trends and challenges are emerging for Operational Due Diligence? How is the ODD process evolving in line with technology innovation?
  • ... and much more
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Confirmed Speakers

AHMAD AL-SATI

ALEJANDRA (ALEX) LESCH

ALICIA PANDO

Ahmad Al-Sati is a Managing Director at Albright Capital Management, an Emerging Markets & Private Markets focused global investment firm.


He has more than 15 years of direct experience in private investments where he has originated, negotiated and executed over 40 transactions across 20 jurisdictions. His focus is on complex solutions across the capital structure.


Prior to his time at Albright Capital, Mr. Al-Sati worked at Plainfield Asset Management. Mr. Al-Sati has also served as a bankruptcy attorney.


Ahmad is currently Managing Director of Albright Capital Management.

Alex oversees the operational due diligence and portfolio monitoring efforts across Adams Street’s investment strategies. She structures and routinely enhances the firm’s approach to pre- and post-investment operational risk review.


Prior to joining Adams Street, Alex was an audit team leader in the Treasury and Investment Management area of Northern Trust. Previously, she worked at KPMG LLP as a senior associate performing audits and regulatory reporting with the Assurance and Business Advisory Services area.


Alex is currently Partner, Investment Strategy and Risk Management Chicago at Adams Street Partners.

Alicia leads the development of data and information systems for Adams Street’s information technology needs.


Prior to joining the firm, Alicia held several positions at Magnetar Capital LLC, including Head of IT Applications, Chief Technology Officer, and most recently Chief Operating Officer within the Fundamental Strategies business.


Alicia has extensive software development and technology leadership experience, from a software start-up to larger international financial services firms such as UBS and Citadel LLC.


Alicia is a member of the firm’s Operating Committee.


Alicia is currently Partner & Chief Technology Officer, Chicago at Adams Street Partners.

JESS LARSEN

LOUIS SCIARRETTA

SABA AHMAD

Jess is a partner and Head of Americas for FIRSTavenue. Prior to joining FIRSTavenue, he served as Global Head of Institutional Sales & Marketing at Highland Capital Management.


Prior to Highland Capital, he was a senior member of Bank of America Merrill Lynch’s European Intro team. Other appointments include Partner and Head of Sales at VCM Fund Management, establishment and management of Merrill Lynch’s European Family Office Group, as well as positions at UBS and HSBC.


Jess studied in Cambridge, Antwerpen and received a Bachelor in Economics from Copenhagen Business School. Jess served on the board of the World Affairs Council in Dallas.


Jess is currently Partner at FIRSTavenue.

Louis is the Chief Operating Officer at Kline Hill, having joined the firm in August 2019. He is responsible for overseeing firm operations, governance, finance, human capital, planning and budgeting.


Mr. Sciarretta has over 24 years of experience in leadership roles at asset management firms. He was most recently Chief Operating Officer – Alternatives at Aberdeen Standard Investments, where he also served as a member of the U.S. Executive Committee responsible for matters including product launches, human resources, business risk, compliance and legal matters.


Prior to that, Mr. Sciaretta spent 20 years at FLAG Capital Management, most recently as Partner and Chief Operating Officer. Mr. Sciaretta began his career in 1987 as an audit manager at Ernst & Young.


Louis is currently the COO at Kline Hill Partners.

Prior to joining Turning Rock Partners, Ms. Ahmad spent over seven years at Fortress Investment Group as a Managing Director and Chief Operating Officer of the Fortress Partners Fund.


Ms. Ahmad was responsible for the finance and operations of the Fund’s multi-asset class portfolio as well as business management oversight. Ms. Ahmad was Chair of the Valuation Committee and also served on the Management Committee for Fortress Liquid Markets. Prior to joining Fortress, Ms. Ahmad spent three years in the operational due diligence group at UBP Asset Management.


She began her career with PricewaterhouseCoopers in the Banking & Capital Markets audit group where her clients included investment banks, private equity funds, hedge funds and other global financial institutions. Ms. Ahmad is a Certified Public Accountant.


Saba is currently the COO/CFO at Turning Rock Partners.

SAJJAD JAFFER

Sajjad Jaffer is Founder, Managing Partner at Two Six Capital, the technology firm that pioneered Data Science for Private Equity.


Founded in 2013, Two Six has participated in over $32 billion worth of private equity transactions that have closed. The firm's technology platform has analyzed over $140 billion of granular transaction data to date.

Two Six's intellectual property is backed by 25 years of breakthrough research from Wharton.


Sajjad got his M.B.A. from Wharton and has a B.A. from Bowdoin. He also serves on the Advisory Board for the Wharton Customer Analytics research center.


Sajjad is currently Managing Partner at Two Six Capital.

PIYUSH SHARMA

Piyush Sharma is an Associate Partner at McKinsey & Co. He has over 15 years of experience as a consultant and as a leader in technology and analytics.


His experience includes driving programs and commercialization strategies for technology and analytics companies across banking, insurance and private investors.


Prior to McKinsey, Piyush was a regional head for a large decision sciences unicorn on the Fortune 500.


Piyush is currently Associate Partner at McKinsey & Co.

OMAR HASSAN

Omar is a Principal, Chief Financial Officer and Chief Compliance Officer for Cloverlay Partners where he leads all financial reporting, investor relations, operations and compliance functions.


Prior to joining Cloverlay, Omar served Apollo Global Management as Controller for hedge funds, private equity funds and managed accounts within their Opportunistic Credit group. Prior to Apollo, Omar was the Controller for East Rock Capital, where he oversaw operations and accounting activity for hybrid, multi-strategy vehicles spanning private equity, special situations and credit opportunities. Omar began his career in the investment management practice at PricewaterhouseCoopers.


Omar holds a B.S. in Accounting with cum laude honors from Rutgers University and is a Certified Public Accountant. Omar also holds board positions at various nonprofit organizations.


Omar is currently Principal, CFO & CCO at Cloverlay Partners.

NOREEN CROWE

Noreen is Vice President of Product Management at Intralinks where she has responsibility for the Alternative Investments space.


She has deep history and passion for Fintech and has worked to bring many solutions to market in the Private Equity and Hedge arenas.


Prior to Intralinks, Noreen worked in Product Management roles for eFront and Linedata.


She attended University College Galway (NUIG) where she earned a degree in Economics and a Law Degree.


Noreen is currently VP of Product Management at SS&C Intralinks.

JOE PATELLARO

Joe is an SVP and Managing Director and has been with the SS&C Private Equity Services business since 2002.


As the Global Head of the Private Equity Services business at SS&C Joe is responsible for global strategy and evolution of the Private Equity Services business, and interacts with many internal and external constituents worldwide in staying current on industry, technical, and regulatory matters.Joe has been in the professional services industry since 1987.


Prior to joining SS&C, via the SS&C acquisition of Citi’s fund services business in 2016, Joe spent over 15 years at Arthur Andersen, last as an audit partner and the partner-in-charge of the emerging markets practice in the Stamford, Connecticut office.


Joe is a graduate of Hofstra University and serves on the Board of Trustees of Family and Children’s Association, a Long Island-based non-profit organization, and the global Board of Trustees of Help for Children.


Joe is currently SVP and Managing Director, Global Head at SS&C Private Equity Services.

Ms. Mohta serves as the Head of Operational Due Diligence at Siguler Guff & Company, LP.


Previously she served within GM Asset Management’s ERM team and was responsible for conducting operational due diligence on alternative and traditional asset managers included within GMAM’s pension portfolio.


Prior to GMAM, Ms. Mohta served as Vice President, Operational Due Diligence at Citi Private Bank. During her 10+ years experience in the finance, consulting and technology areas, Ms. Mohta has served various research and managerial roles within reputable firms including Alliance Bernstein, Willis Towers Watson and Castle Hall Alternatives.


She has worked with both alternative and traditional managers of various sizes and geographic locations (North America, Europe and Asia). Ms. Mohta holds an MBA Finance and a BSc Mathematics and Computer Science from McGill University.


She is actively involved within various hedge fund and private equity organizations in New York and is a regular speaker at various industry conferences.


Anushree is currently Head of ODD at Siguler Guff & Company.

ANUSHREE MOHTA

PAMELA HENDRICKSON

Pam joined Riverside in 2006 and serves as COO and Vice Chairman, Strategic Initiatives.


Prior to joining Riverside, she served for 22 years at JP Morgan Chase in senior roles in Real Estate and the Private Bank including as Managing Director, Global Head, Lending and Liquidity Products; Managing Director, Chief Operating Officer, U.S. Private Bank.


She is Currently a member of the Board of the American Investment Council; Past Chairman of the Board of the Association for Corporate Growth and has been a member of the board of the Small Business Investor Alliance.


She is also a member of the advisory board of the Kenan Institute for Ethics at Duke University and a Trustee of the National Humanities Center.


Pam earned an MBA, Finance and Marketing from the Kellogg School of Management at Northwestern University; and a BA, Public Policy and History from Duke University.


Pamela is currently Chief Operating Officer and Vice Chairman of Strategic Initiatives at Riverside Company.

JEFF GENDEL

Jeff Gendel is a Principal of Gen II Fund Services, LLC where he is responsible for driving the firm’s business development and client relations activities.


Jeff has twenty (20) years of experience in the private equity industry, including deep relationships within the private equity operational infrastructure community.


Prior to Gen II, Jeff was Head of Business Development for PEI Media, a global information company and the publisher of Private Equity International magazine. While at PEI, Jeff was responsible for Western Hemisphere business development across the private equity, real estate and infrastructure markets and was directly responsible for the creation and commercial execution of many of PEI's key products, including the annual Private Equity CFO and COO Forum, the PEI Operating Partners Forum, and the PEI 300, the industry's definitive size ranking of private equity firms.


Prior to PEI, Jeff was a co-founder and Chief Operating Officer of a private equity fund of funds organization investing over $100 million on behalf of institutional and high net worth investors, where he gained a comprehensive understanding of private equity operations.


Jeff began his career at Pershing & Company where he was responsible for marketing and business development for the firm’s institutional clients group. Jeff received his Bachelor’s degree in Finance from Lehigh University.


Jeff is currently Principal - Business Development at Gen II Fund Services.

STEPHEN MCKENNA

Stephen McKenna is a Managing Partner and Co-Founder of Consonance Capital Partners.


Prior to founding CCP, he was a Managing Director at JPMP, where he focused on making growth equity and buyout investments.


Stephen has served and serves on numerous boards, including KEPRO, PMC Corp., Orsini, Generac Power Systems, Jetro Holdings, National Waterworks, and PQ Corp.


Prior to joining JPMP in 2000, Stephen worked in the Investment Banking Group of Morgan Stanley and the Mergers & Acquisitions Group of JPMorgan.


Stephen holds a BA from Dartmouth College and an MBA from the University of Chicago Booth School of Business.


Stephen is currently Managing Partner and Co-Founder at Consonance Capital Partners.

MICHAEL DALEY

Mike joined Goodhart in 2018. He is the Portfolio Manager for the Volunteer Park Capital Fund.


Mike has over 20 years of experience in the investment management industry, having spent over a decade acquiring minority stakes in boutique investment management companies.


Most recently Mike served as Managing Director of Investments for Pacific Current Group Limited (ASX:PAC) where he was responsible for deal sourcing, due diligence, and execution. Mike represented PAC on the Board of Directors of 7 of its affiliated investment managers, including the Board of Goodhart Partners.


Prior to joining PAC, Mike was the Director of Product Development for Accessor Capital Management (now part of Salient Partners L.P). Mike is based in Seattle.


Mike is currently Portfolio Manager - Volunteer Park Capital Fund at Goodhart Partners.

CHRISTOPHER SAND

Christopher Sand is a Director with Ardian’s Buyout team, which invests in high-quality mid- and large-cap companies in both Western Europe and North America, applying transformational strategies to develop global leaders in their niche markets.


Based in New York, Christopher focuses on the food and beverage, healthcare, and specialty chemical sectors. The New York team seeks to identify transatlantic opportunities, North American businesses that the team can support as they expand internationally, and compelling acquisitions for European portfolio companies.


Previously, Christopher was responsible for investments in the food & beverage, financial services, and industrial sectors at Centre Partners Management. He began his career in leveraged finance at RBS.


Christopher received an honors degree in economics, politics, and philosophy from the University of Pennsylvania


Christopher is currently Director, Ardian Buyout Fund at Ardian.

MARK WOODS

Mark Woods is a Partner of Cathay Capital, a leading international investment platform focused on the expansion and transformation of companies in North America, Europe and China.


Mark is Head of North American Private Equity at the firm where he has originated, executed and led post-closing activities for many of Cathay's pioneering North America private equity transactions while deepening Cathay Capital’s presence in the North American market.


He is currently Chairman of the Board of Innovative Office Products and Raffel Systems while serving as a Director of several other portfolio companies including Artisanal Brewing Ventures.


Prior to joining Cathay, Mark was at Chartwell Investments and in JPMorgan’s Mergers and Acquisitions Group where he executed transactions across various sectors. Mark started his career with Procter & Gamble in various operational finance roles.


Mark graduated from Miami University in Oxford, Ohio with a B.S. in Finance and Human Resources Management. He also holds an MBA from the Harvard Business School.


Mark is currently Partner and Head of North American Private Equity at Cathay Capital.

SHANT MARDIROSSIAN

Mr. Mardirossian has been with Kohlberg for 24 years and is a member of its Investment Committee, overseeing investor relations and the Firm’s financial, compliance and administrative functions.


Mr. Mardirossian joined Kohlberg in 1996, was named Chief Financial Officer in 1999, a Partner in 2005 and Chief Operating Officer in 2013. Mr. Mardirossian is on the board of directors of Alacrity Solutions.


Prior to joining the Firm, he managed the accounting and administration of private investment partnerships and several fund of funds for McKinsey & Company and was with Paneth, Haber & Zimmerman, a public accounting firm.


Mr. Mardirossian received a B.B.A. and an M.B.A. from Pace University.


Shan't is currently Partner, Chief Operating Officer at Kohlberg & Company.

Answering your toughest questions

Succession planning. Disruptive tech. ODD.

Your chance to get up to speed on operational best practice.

The global private equity space in 2020 is benefiting from years of innovation and expansion. Investors from all asset classes have flocked to private equity looking for higher returns.


The result is that PE firms in 2020 are starting the year on a high with approximately USD450 billion worth of deals being made in 2019. However, with so many firms moving into private equity and political and economic uncertainty becoming more pronounced across the globe, it should not be a surprise that the private equity space has never been more competitive.


This event is designed to bring private equity groups of all sizes together — from small and emerging managers, to boutique firms, to large established global managers — in order to share their insights on a range of operational issues facing GPs in this increasingly competitive marketplace.

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15+

Speakers

6

Panels

3

Days

Networking Opportunities

Panel Discussion • Succession Planning

10:30

Louis Sciaretta, COO, Kline Hill Partners

Jess Larsen, Partner & Head of Americas, FIRSTavenue

Michael Daley, Portfolio Manager - Volunteer Park Capital Fund, Goodhart Partners

James Williams, Managing Editor, Private Equity Wire (moderator)

Event Agenda

Three rich days on creating long-term value

June 2nd — all times in ET

  • As PE groups adjust to generational change and think about succession planning, what are the key considerations before selling GP equity stakes?
  • How should COOs/CFOs determine carry interest rights for newly appointed partners, to prevent talent leakage?
  • Selling GP stakes to institutional investors during Covid-19 – what should CFOs be mindful of, to avoid potential conflicts?
  • What are best practices around management company governance to address ownership, admittance of new partners, voting and allocation of income?
  • How should your management company governing documents address partner death, disability, disagreement, and disinterest? Have you developed a firm valuation methodology, secured appropriate insurance, addressed vesting, non-compete, non-disclosure and non-solicitation?

11:15

Dedicated Networking Time

Alicia Pando, Partner & Chief Technology Officer, Adams Street Partners

Sajjad Jaffer, Managing Partner, Two Six Capital

Piyush Sharma, Associate Partner, McKinsey & Company (moderator)

Noreen Crowe, VP of Product Management, SS&C Intralinks

  • How are technology advances helping COOs/CFOs monitor the performance of portfolio companies, both at the pre-deal stage and during the life of the investment?
  • In what ways is technology helping speed up deal origination and help identify new target opportunities?
  • What potential do COOs see in new technology tools (analytic tools, reporting tools) to improve compliance and data security in their own firms, and in their underlying portfolio companies?
  • How is the power of data analytics helping GPs build better data-driven outcomes for portfolio companies and in turn generate revenue growth?

Panel Discussion • Technological Impact

11:30

Floor Opens — Dedicated Networking Time + Sponsor Booths

12:15

10:25am

Opening Address

James Williams, Managing Editor, Private Equity Wire

Dedicated Networking Time

Floor Opens — Dedicated Networking Time + Sponsor Booths

Saba Ahmad, COO/CFO, Turning Rock Partners

James Williams, Editor in Chief, Private Equity Wire (moderator)

Stephen McKenna, Managing Partner, Consonance Capital Partners

  • How are GPs developing their operating partner model to drive performance?
  • What metrics are COOs using to measure the impact of operating partners on company performance?
  • Looking for new ways to build greater synergy between the internal fund team and external advisorsWhy effective communication with advisors/operating partners can improve long-term performance – examples/insights…?
  • How might the COO role evolve over the coming years?

Panel Discussion • Evolving the PE Operating Model

Alex Lesch, Partner & Investment Strategy and Risk Management, Adams Street Partners

Omar Hassan, Principal, CFO & CCO, Cloverlay Partners

Joe Patellaro, SVP and Managing Director, Global Head, SS&C Private Equity Services

Anushree Mohta, Head of ODD, Siguler Guff & Company

  • 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 are the current challenges facing COOs in this highly valued, late stage market cycle?

Panel Discussion • Operational Due Diligence — new trends and challenges

June 3rd — all times in ET

11:15

10:30

12:15

11:30

Closing Address

  • What will the PE firm of 2021 look like? Reassessing structure, culture, environment, processes, risk.
  • New team paradigms – how has the pandemic impacted the management and collaboration of your team
  • Building an infrastructure and reporting process to support your internal partners and LPs in a post-Covid environment

Floor Opens — Dedicated Networking Time + Sponsor Booths

Event Concludes

Dedicated Networking Time

Panel Discussion • COO/CFO Outlook on 2020/21

Ahmad Al-Sati, Managing Director, Albright Capital Management

Christopher Sand, Director, Ardian

James Williams, Editor in Chief, Private Equity Wire (moderator)


  • What do success factors look like to an impact investor, at the E, S and G level? A case study discussion
  • Assessing how technology disruption, operating partner expertise and investment themes (clean tech, e-vehicles, changing demographics, agritech/food production) are influencing ESG
  • Changing LP expectations – how are GPs responding to demands for greater transparency and better knowledge transfer as investors increase their focus on ESG investing?

Panel Discussion • Operational Impact

11:15

12:15

11:30

10:30

12:20

1:30

June 4th — all times in ET

Jeff Gendel, Principal - Business Development, Gen II Fund Services LLC

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

Shant Mardirossian, Partner and Chief Operating Officer, Kohlberg & Company

Pamela Hendrickson, COO and Vice Chairman of Strategic Initiatives, Riverside Company

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At a time when LPs need more insight than ever on how and why they should allocate to PE funds, PE Wire has the skillset and toolset to develop authoritative content for clients that cuts through the noise.


With our consultant-driven approach, and commitment to the highest editorial standards our mission statement is simple: to deliver actionable insights that clients can measure.


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