Welcome to the Summit Agenda

• Future trends in CFO roles for effective fund management
• Strategies to tackle financial challenges amid inflation and rising rates
• The impact of AI on fund operations and evolving business models
• Best practices for seizing operational opportunities
• Key challenges in operational data models and management

Moderator: J. Scott Carpenter, Executive Vice President, Global Head of Private Markets, Credit & Hedge, State Street

Panellists:
Brendan Dolan, CFO-Europe Operations, H.I.G. Capital
Thomas Lack, CFO/COO, All Seas Capital
Karen Sands, Chief Operating Officer Private Equity, Federated Hermes

• Are private markets aligned with sustainable investment goals?
• Navigating SFDR compliance and its obstacles
• How do CFOs approach the unique challenges which investment funds face with limited ESG data?
• Do current ESG frameworks meet investor needs?

Moderator: Maxim Olliver, ESG Director, Northleaf Capital

Panellists:
Rhonda Nicoll, CFO & Head of ESG, Soho Square Capital
Anne Sheedy, ESG Consultant, Bowmark Capital

Take this opportunity to connect with fellow attendees over coffee and refreshments. Share insights, build relationships, and expand your professional network.

• How are private funds aligning with DORA regulations?
• Key risks & essential metrics for integrating cybersecurity tools.
• The role of AI in advancing cybersecurity solutions.
• Is cybersecurity a shared responsibility across organizations?
• Current cyber threats and how firms are tackling them.

Panellists:
Ash Patel, Director of IT and Head of Cyber, ECI Partners
Christian Scott, Managing Director of Cybersecurity, Abacus Group