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27 - 28 April 2022

7:45AM - 5:00PM

Register now
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27 - 28 April 2022

PEI CFOs & COOs Forum New York 2022

IQ-EQ are proud to be sponsoring the upcoming PEI CFOs & COOs Forum taking place at the Sheraton New York Times Square Hotel, from 27-28 April 2022.

Entering its 19th year, this event is the industry benchmark for high-value content and networking.

The annual meeting for C-level executives, the CFOs & COOs Forum is an irreplaceable resource for the private equity community. Featuring a breadth of relevant topics and authoritative speakers, finance and operations executives are guaranteed to receive key information that will impact processes and practices within the firm.

The 2022 live Forum features insightful keynotes, panels, working groups, live Q&As, think tanks and lunch chats. The event continues to respond to the needs of the PE community and addresses pivotal issues affecting the industry in real-time.

IQ-EQ’s Matt Okolita, Head of Outsourced Business Services, will be speaking on the following panel: “What’s ahead for PE compliance: the next three years?”

Also attending this event from IQ-EQ will be:

Jordan Rothberg – Co-Head of Fund Administration

Mike Purce – Head of Tax, IQ-EQ US Funds

Wade Deffenbaugh - Head of Accounting and CFO Support Services, Americas

Kathy Malone- Senior Managing Director, Head of Broker Dealer Compliance 

Feel free to visit us at Kiosk 17 to meet with our local team and connect.

 

Register now

Attending this event

Jordan Rothberg
Co-Head Fund Administration, US

Jordan Rothberg

+1 929 388 7934
Email Jordan
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Wade Deffenbaugh
Head of Accounting and CFO Support Services, Americas

Wade Deffenbaugh

+1 917 789 0363
Email Wade
LinkedIn
Michael Purce, Head of Tax, IQ-EQ US Funds
Head of Tax, IQ-EQ US Funds

Michael W. Purce

+1 929 235 8369
Email Michael
LinkedIn
Jack Standen, Director, Funds
Director, Funds

Jack Standen

+44 207 397 5489
Email Jack
LinkedIn
Kathy Malone
Senior Managing Director, Head of Broker Dealer Compliance

Kathy Malone

+1 617 784 0486
Email Kathy
LinkedIn
Matt Okolita
Global Head of Outsourced Business Services

Matt Okolita

+1 214 276 8778
Email Matt
LinkedIn
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