The 2018 agenda is currently in development, under the leadership of the advisory task force. We are actively recruiting leading industry practitioners - CFOs, COOs, and heads of finance from private equity and venture capital firms  - to be part of the 2018 speaker roster. If you are interested in speaking on the programme, please complete the speaker submission form.  Service providers interested in speaking on the programme, please contact Steinar Liverud by filling in this form to discuss sponsorship of the event.

CFO18 Preliminary Programme Outline


Here's the latest version of the 2018 agenda.


Day 1: 14 June


08:30 - 09:00 Registration and Welcome Coffee


09:00 - 09:15 Opening Remarks by Chairman

Edward Lee, Partner, Proskauer


09:15 - 09:45 Structural Shifts in the Industry and the Impact on the CFO/COO Role

     09:45 - 10:00 Q&A

Diana Meyel, CFO, Cipio Partners
Anne Sheedy, CFO, Vision Capital
Koos Teule, CFO, Gilde Buy Out Partners
Frédéric Ullens, Global Head of Operations for Private Equity, Real Estate & Securitization, CACEIS


10:00 - 10:30 Operational Excellence: How is this measured in 2018 and beyond? How to minimize margin erosion in a high demand environment? What are the activities that truly add value?

     10:30 - 10:45 Q&A

Steven Dunne, CFO, Frog Capital
Ravi Nevile, PERE Portfolio Director, TMF Group
Timo Strunkmann-Meister, SVP, Capital Dynamics
Kristof van de Capelle, CFO, GIMV


11:00 - 11:30 Networking Break


11:30 - 11:50 Invest Europe Update

     11:50 - 12:00 Q&A for keynote

Michael Collins, Chief Executive, Invest Europe


12:00 - 12:30 Brexit - What Should I Be Preparing for Now?

  • What are the European operating models currently used to build-up the right platform to keep tapping into European money
  • How can CFOs leverage the current situation
  • What’s next and how does that impact the current industry business challenges (competitive landscape, institutionalization, imperative for value creation…etc)

     12:30 - 12:45 Q&A for panel

Laurent Capolaghi, Partner, Private Equity, EY
Dan Kjerulf, Partner, Chief Legal Counsel, Danske Private Equity


12:45 - 13.15 Professional Standards Handbook Update

     13:15 - 13:30 Q&A

Karen Sands, Finance Director, Hermes GPE LLP


13:30 - 14:30 Network Lunch


14:30 - 14:45 Introduction to the Rotating Networking Roundtables


14:45 - 15:35 Rotating Networking Roundtables - Session I

  • Talent Management: Attraction, Retention and Succession Planning
  • Responsible Investment and the CFO
  • Performance Benchmarking
  • Investor Reporting; Reporting Templates
  • GDPR
  • Fee Negotiations; Management Fees


15:45 - 16:35 Rotating Networking Roundtables - Session II


16:45 - 17:15 Networking Break


17:15 - 17:45 Rotating Networking Roundtables - Summary Reports


17:45 - 18:30 Keynote & Townhall Debate


18:30 Day One Closing Remarks


18:30 - 20:00 Drinks Reception hosted by Jersey Finance




Day 2: 15 June



09:00 - 09:15 Opening Remarks


09:15 - 09:45 Key LPA Terms

     09:45 - 10:00 Q&A for panel

Nigel van Zyl, Partner, Proskauer


10:00 - 10:30 Stepping Away from Spreadsheets: The Technologies & Automations to Invest In

     10:30 - 10:45 Q&A for panel

Melissa Ferraz, Managing Director, Ipreo
Andreas Fuchs, Senior Operations Manager, Quilvest & Partners SA
Oleg Mukhanov, CFO, Enso Ventures
Rob Shaw, CFO, Apera Capital UK LLP


10:45 - 11:15 Coffee Break


11:15 - 11:45 Optimising Data Exchange between LPs & GPs

     11:45 - 12:15 Q&A for panel

Lorelei Graye, Principal, Leodoran Financial
Neil Harding, Director, Investor Relations, 3i
Rainer Husmann, CFO, Allianz Capital Partners


12:15 - 12:45 The CFO’s Role in Demonstrating How Private Equity Creates Value

  • How to add credibility with investors by establishing institutional-class valuation practices
  • Why industry convention for attributing value creation misleads 50% of the time
  • How a more sophisticated value attribution framework can better convey a GP's value-add and lead to better-quality decisions for investors
  • What the data tells us so far about value creation in private equity

     12:45 - 13:00 Q&A for panel

Ryan McNelley, Managing Director, Duff & Phelps


13:00 Closing remarks followed by Closing Networking Lunch



To give you an idea of the type of content covered at this event, please see last year's agenda below.


Last year's agenda



29 May
19:30 –late
Opening Cocktail Party with a View over Berlin
We invite you to join the CFOs and COOs attending the CFO Forum for an opening cocktail party, set high above central Berlin. Enjoy unbeatable views and meeting fellow attendees over light dinner fare and cocktails.

30 May

Check-in and welcome coffee

Welcome and opening remarks
Nigel van Zyl, Partner, Proskauer

Invest Europe Update: Industry Transformations
Michael Collins, Chief Executive, Invest Europe

The CFO Survival Kit: How to Brexit Proof Your Operations? Where should your next fund be domiciled?
Moderator: Olivier Coekelberg,Partner, EY
Vix Sherliker, General Counsel, MVision
Rikkert Beerekamp, CFO/IR, Avedon Capital
Christian Senitz, International CFO, Rocket Internet
Markus Foerder, CFO, Aplina Partners

Coffee break

16:00 –16:30
What do LPs Really Want?
Sanjay Tolani, Head of Private Equity Europe, FSI Global
Timo Strunkmann-Meister, Senior Vice President, Capital Dynamics
Andreas Rizos, Managing Director, Golding Capital Partners

16:30 –17:15
Transparency in the LP/GP Relationship:
 - The balance between managing increased reporting and providing value to shareholders/investors
 - Standardisation of reporting
 - CRS reporting

Moderator: Matthias Pelzer, Senior Director Alternative Investments, TMF Group
Oliver Pritchard, CFO, 17 Capital
Steven Dunne, Partner and CFO, Frog Capital
Aleksandra Zorylo, COO, Point Nine Capital
Timo Strunkmann-Meister, Senior Vice President, Capital Dynamics

Cyberstrategy: A Wake-Up Call
How are private equity firms addressing the increasing level of sophistication of the threats to fund operations and what are the essential practices to minimise vulnerabilities? This town hall session will lead with a presentation on the leading threats tothe industry and action points to immediately strengthen the firm’s information security stance (and of portfolio companies). This presentation will lead to an open floor to benchmark practices that address:
 - What should be your incident response plan?
 - Who leads these initiatives?
 - Who do you include in these initiatives?
 - How do you communicate your security strategies to investors?
 - How much should you be spending on your cybersecurity strategy?
 - Is there any way to know you are spending enough besides a realincident test?
 - How do you implement cybersecurity plans so that it protects not only your operations but safeguards your operations from investor, portfolio company and service provider system weaknesses?

Facilitator: David Bailey, Group Head of Marketing, Augentius
Eldon Sprickerhoff, Founder and Chief Security Strategist, eSentire

Chairman’s Day One Summary

18:30 –20:00
Cocktail Reception with Guy Verhofstadt, MEP, Belgium
We invite you to take this opportunity to engage in an open debate withformer Belgian Prime Minister and current MEP, Guy Verhofstadt on Europe’s transformation. Reception hosted by Jersey Finance

31 May
09:00 –09:15

Chairman’s Welcome
Andy Shore, Associate, Proskauer

Hot Topic: Carry
This is an off-the-record discussion, closed to the media, comprised of a panel of LPs.
 - What are the different models/templates for carry?
 - What is preferred and why?
 - What is the typical carry split?

Moderator: Avi Turetsky, COO, Riverside Europe
Karen Sands, Head of Finance, Hermes GPE
KoosTeule, CFO, Gilde Buyout Partners
Nigel van Zyl, Partner, Proskauer

10:15 –10:45
BEPS –One Year Later
Catherine Sear, Partner, Proskauer

11:00 –11:30
Networking Break

Hot Topic: Debt Financing (Fund / Deal Level)
 - What is the impact of this growing trend?
 - Why is the practice changing and what are the implications?
 - What are the different structures?

Moderator: Ryan McNelley, Managing Director, Duff & Phelps
Paul Cunningham, CFO, Helios LLP
Daniel Gregor, Head of Controlling, Allianz Capital Partners
Klas Tikkanen, CFO, Nordic Capital

12:15 –13:00
Townhall: Process Automation   
In the town hall format, the questions are driven by CFO/COO audience. Discussion points will include:
 - Smart IT systems for fund operations
 - Use of IT to improve portfolio reporting
 - Which processes do you automate first?

Moderator: Karine Litou, Group Head, Project PERES,Caceis
Oleg Mukhanov, CFO, Enso Ventures
Mathieu Bourdie, CFO, ACG Capital
Sanjay Tolani, Head of Private Equity Europe, FSI Global 


Working Roundtables
During this session, small groups of 10 to 20 delegates, led byan industry practitioner will exchange strategies and best practices. Some of the topics will include the following. The CFO/COO delegates will have the opportunity to define other topics to be discussed with their peers. Delegates should expect a call for topics around three weeks prior to the event.
 - To outsource or not –key questions to ask and lessons learned
 - AIFMD Implementation
 - Reporting templates in detail
 - Hiring and retaining top talent
 - Roundtables are led by volunteer CFO participants. If there is a topic that you would like to lead for both sets of roundtables please contact 

15:10 –15:30

Working Roundtables
Due to popular demand, there will be two sessions of the roundtables, allowing delegates to join two different discussions.

Closing Summaries