Private Fund Compliance Forum

Examining private fund finance & compliance in a shifting regulatory environment

PEI’s Private Fund Compliance Forum San Francisco is back for its ninth year this October 13-14 in San Francisco. Hosted in a new venue – the JW Marriott – join 125+ senior compliance and finance leaders tackle the latest trends on cybersecurity, tax changes, expense allocations, SEC hot topics and much more over the course of 1.5 days. Speakers include the SEC, Francisco Partners, CVC Capital Partners, Vista Equity Partners and more. Book today to join private equity’s leading Forum dedicated to defining fund finance & compliance in a shifting regulatory environment.

With increasing responsibilities, investor demands and regulatory requirements, CFOs and CCOs are wearing multiple hats while navigating an evolving regulatory environment.

The Forum provides an industry driven analysis of regulatory guidelines and requirements to identify gaps, safeguard the firm from enforcement actions, as well as inform private fund finance and compliance professionals of the impact of changes in their roles. Attendees will gain practical insights and best practices from leading finance and compliance experts.

The Forum provides a platform for private equity and venture capital CFOs and CCOs to come together to discuss where finance and compliance roles intersect and the strategies for approaching emerging issues and evolving responsibilities.

Key topics to be covered at the event:

  • Cybersecurity
  • SEC exams
  • Fee and expense allocations
  • Conflicts of interest, valuations
  • How to grow your firm