2nd Annual CFO/COO Private Equity New York

LPGP Connect CFO/COO Private Equity New York brings together CFO, COO, Finance Directors, Operations, Compliance, Risk Professionals and C-Levelled executives working within the global private equity industry.

The 2nd annual event will focus on the latest issues for global equity fund managers looking to stay ahead of the competition. Join over 40 industry leading speakers and solution providers explore the latest developments and solutions for the most pressing issues facing CFOs & COOs looking to deliver operational excellence and ensure they understand the best solutions currently available.

Conference will start in

2022/09/28 12:00:00

Lead Sponsors

MillTechFX

MillTechFX is an FX-as-a-Service (FXaaS) pioneer that enables corporates and fund managers to access multi-bank FX rates via an independent marketplace.

Its end-to-end solution automates the FX workflow and ensures transparent best execution on each and every transaction – saving clients time and costs. It offers a fixed fee service model, including third-party transaction cost analysis to ensure total transparency.<br><br>

MillTechFX harnesses the purchasing power of Millennium Global, one of the world’s largest currency managers with c. $17.3bn AuM, which transacts over $760bn in annual FX volume*. Via the MillTechFX marketplace, clients can directly access preferential FX rates and credit terms from up to 15 Tier 1 counterparty banks.

MillTechFX has raised $30m from investors since launching in 2019, and clients executed approximately $50bn in FX volume in 2021 on its easy-to-use platform.

Headquartered in London, the world’s largest FX hub, MillTechFX is authorised and regulated by the UK’s Financial Conduct Authority (FCA), registered with the USA’s National Futures Association (NFA) and Canada’s Financial Transactions and Reports Analysis Centre (FINTRAC). Our European subsidiary, MillTechFX (Europe) SAS is authorised as an Investment Firm by The Prudential and Resolution Control Authority (ACPR in France) and authorised and regulated by The Financial Markets Authority (AMF).

Juniper Square

Juniper Square is a fund administrator and technology company serving private equity, venture capital and real estate firms. Our core belief is that every single interaction between an LP and a GP should be seamless, digitally-enabled, branded, and tied back to a central repository of LP and fund data. We serve approximately 1,700 GPs today of all sizes across our suite of solutions.

Co-Sponsors

Alkymi

Alkymi transforms enterprise workflows by placing machine learning and automation technology into the hands of business users, turning operational data headaches into a source of efficiency. Alkymi’s core products—Data Inbox and Patterns—allow businesses to extract, analyze, and take action on critical business data in emails and documents. Leading organizations deploy Alkymi to accelerate decision-making, improve customer satisfaction, and empower employees to focus on high-value, rewarding work.

Alkymi was founded in 2017 in New York City by a team from Bloomberg, Two Sigma, and x.ai with backing from Canaan, Work-Bench, SimCorp, and industry insiders.

Aztec Group

Established in 2001, the Aztec Group is an award-winning independent provider of fund and corporate services, employing more than 1,500 people across the US and Europe. Owner-managed, the Group specialises in alternative investments, administering more than €440 billion in assets, 450 funds and 4,500 entities for a range of clients, spanning the major asset classes including private equity, venture capital, private debt, real estate and infrastructure.

Seward & Kissel LLP

Seward & Kissel is home to one of the largest investment management practices and is recognized for its work with private investment funds, including U.S. and offshore open and closed end funds. Our clients represent some of the largest institutional private fund managers, as well as middle market and emerging fund sponsors across all asset classes and strategies.

Bringing to bear the full services of the Firm, we are at the forefront of the legal, regulatory, and business trends affecting private equity sponsors. Our extensive private fund, taxation and transaction experience allows us to work with our clients throughout all phases of a fund’s life cycle – from fund structuring through the acquisition, maintenance, and disposition of investments.

Our attorneys have significant experience working with fund sponsors on fund-related matters as well as transaction teams. The Firm regularly advises clients with respect to numerous types of investment opportunities, including co-investments, leveraged buyouts, structured finance deals, distressed debt transactions, secondary transactions, and other business transactions.

Qashqade

qashqade AG is a FinTech start-up focused on providing a SaaS software solution for all players in the Alternative Asset industry including its investors (LPs). qashqade provides a latest-technology tool with the flexibility to define, simulate and calculate the most complex carry calculation therefore replacing Excel throughout the process. This enables the user to increase the efficiency and stability of the calculations and still having a simple user-friendly, easy-to-use interface. qashqade brings the GP and the LP closer to each other and allows them to invest their time more efficiently.

Yardi

Yardi is a leading Prop and Fin Tech innovator providing connected solutions for the real estate industry. We deliver products that support the entire real estate investment lifecycle in a single connected solution, providing full transparency from investor to lease. Real Estate investments grow on Yardi.

Murray Devine

Murray Devine Valuation Advisors, a premier national firm headquartered in Philadelphia, PA with offices in New York City and Austin, TX, provides financial opinions, financial and portfolio valuations and related valuation advisory services for leading private equity firms, business development companies (BDCs), private debt and hedge funds, commercial banks and corporations throughout the country. Since its founding in 1989, the firm had remained true to its exclusive focus on “valuation and valuation only.” This guiding principal fosters subject matter expertise, through analysis and operating efficiencies that provide our clients with a premium work product and experience at an optimal value. Unwavering focus, reliability, and responsiveness are the hallmarks of every Murray Devine engagement.

alterDomus

Many leading international asset managers, lenders and asset owners choose Alter Domus as their partner for growth. Whether a stand-alone fund with limited investments, or a large multi-billion-dollar fund with complex investment streams across multiple jurisdictions, we understand your world. Our deep knowledge of the alternative investment industry underpins our technology and informs our decision-making.

We know first-hand the technical complexities and operational challenges you face. And by tapping into a talent pool of more than 3,300 employees worldwide, we can leverage our expertise and cutting-edge technology to put you ahead of the game.

Vertical integration allows us to build dedicated teams to provide support and bespoke solutions for the entire value chain and across our extensive range of services. With an established professional focus on private equity, real assets and debt capital markets sectors, we offer fund administration, corporate services, depositary services, transfer pricing, domiciliation and management company services. Our specific experience in the debt capital markets sector allows us to provide loan administration, agency services, trade settlement and CLO manager services.

Whether a local or a global player, our successful track record and established network of more than 35 offices in 20 countries around the world ensure that we are where you need us to be.

Event Partners

CSC

CSC is a provider of specialized administration services. We support alternative asset managers across a range of fund strategies, capital markets participants in both public and private markets, and corporations requiring fiduciary and governance support. We are the unwavering partner for 90% of the Fortune 500®, nearly 10,000 law firms, and more than 3,000 financial institutions. CSC's professionals are located in key financial centers across the United States, Europe, and Asia-Pacific.

IQEQ

IQ-EQ is a leading investor services group that brings together a rare combination of global technical expertise and deep understanding of client needs.

With over 4,000 people in 24 jurisdictions, including 9 offices across the United States, we have the know-how and the ‘know you’ to provide a comprehensive range of administration, compliance, asset and advisory services to fund managers, multinational companies, private clients and family offices operating worldwide. We have more than $500 billion in assets under administration and work with 11 of the world’s top 15 private equity firms.

We act as a trusted partner to our clients, helping them to invest and preserve their capital in a sustainable and compliant manner. Our teams are director-led and each senior team member has a minimum of 20 years’ experience. The services and specialisms we provide are underpinned by a robust global platform, including a number of proprietary technology tools supported by in-house technical and technological experts.

Pacific Western Bank

Pacific Western Bank is a commercial bank with over $40 billion in assets. Our venture banking team specializes in financial products and services for startups, venture-backed businesses, and their venture capital and private equity investors.

Our experienced team is dedicated to delivering high-touch, tailored solutions, helping innovators take their business to the next level. No matter the size or stage of your business, you can expect guidance, resources and flexibility to support your evolving needs.

LemonEdge

LemonEdge’s private capital product provides asset managers and administrators with the core infrastructure for the fund, portfolio, and LP-level real-time straight-through accounting. The platform has easy-to-use reporting and analysis capabilities, which can seamlessly handle scale and complexity. Clients can quickly integrate 3rd party systems, spreadsheets, and proprietary financial processes via LemonEdge’s low-code platform. This intuitive and highly customisable approach delivers on today's complex requirements for efficient fund management.

LemonEdge is powered by the first and only low-code development platform for the complex accounting demands of financial services. LemonEdge enables businesses to develop or customise solutions 20x faster than traditional approaches.

Ocorian

Ocorian is a global leader in corporate and fiduciary services, fund administration and capital markets.

With offices worldwide and customised, scalable solutions, our global network is designed to deliver exactly what our clients need, exactly how and where they need it

We are where our clients need us to be.
Our global network is designed to put us exactly where our clients need us to maximise the potential of their business and/or investments. This international reach, supported by a broad range of specialised services, allows us to meet the individual needs of all types and size of client, on a local, regional and international level.

And we work the way they want to work.
Our approach is personal, professional and flexible. We take the time to understand our clients’ ambitions and collaboratively deliver a high-end customised and scalable solution that suits them, whatever the stage of their company or investment life cycle.

Panel Partners

Fund Finance Partners

Fund Finance Partners is an advisory firm dedicated to leading the innovation and growth of the market of debt capital solutions available to fund sponsors and investors. Founded by a team of asset management and finance professionals, they have overseen numerous types of fund finance products, spanning various fund sponsors, asset managers, investors, investment strategies, lenders and types of collateral. Fund Finance Partners continues to cultivate meaningful, principled relationships within the asset management and capital markets ecosystem, dating back to the infancy of the fund finance market in the early 2000s.

Data Partner

Preqin

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 350 staff based in New York, London, Singapore, San Francisco, Hong Kong, Guangzhou and Manila, serving over 60,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.

2nd Annual CFO/COO Private Equity New York

£1,495.00£2,250.00

Free CFO/COO Passes.

We offer free passes for CFOs, COOs, CCOs, CROs, Operational Directors and Heads of Finance of Private Debt & Equity GPs and Fund of Funds. Subject to validation and on a first come, first served basis.

Please contact Chet Suchak at chet.suchak@lpgpconnect.com to apply. (Subject to verification, max 2 passes per organisation).

Your pass will include access to all presentations, networking functions and entry to the drink’s reception after the conference

£1,495.00
£2,250.00
Category:

New York Hilton Midtown

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CFO's and COO's

Learn and join the market leaders:

Now in its 4th year. As Private Debt and other alternative investments continue to come of age and as funds take on more responsibility, back-office operations are playing a critical role now more than ever.

The event will focus on the latest issues for global debt fund managers looking to stay ahead of the competition and will examine back-office and daily operations including fund administration, valuations, audits, recruiting top talent and how to retain them, operational leverage and the role of technology in managing funds. The objective is to look closely at how investment groups can adapt to the ever-challenging needs of the market place and excel in delivering operational excellence.

Why you need to be there:

  • 200+ attendees
  • 150+ CFO’s/ COO’s/ Operation/ Finance/ Compliance & Risk Management Executives
  • 3 hours+ interactive networking breaks. An opportunity to network with your peers and make new contacts

Lead Sponsors

MillTechFX
Juniper Square

Co-Sponsors

Alkymi
Aztec Group
Seward & Kissel LLP
Qashqade
Yardi
Murray Devine
alterDomus

Event Partners

CSC
IQEQ
Pacific Western Bank
LemonEdge
Ocorian

Panel Partners

Fund Finance Partners

Data Partner

Preqin

What others say about our 2021 events