David Sarfas to moderate a PE Breakfast Briefing: New expectations – the role of CFO / COOs in fundraising

David Sarfas, Managing Director, Private Equity and Real Estate of Citco (UK) will moderate a panel discussion at a PE Breakfast Briefing on Thursday 13th July at Brown’s Hotel, Albemarle St, Mayfair, W1S 4BP London.

As investor due diligence becomes ever more detailed and demanding, virtual datarooms are no longer enough to satisfy information requirements. In the changing fundraising environment, CFOs, COOs and IRs must pull together to meet LP due diligence demands.

This breakfast briefing event will explore the various ways in which private equity firms are tackling new fundraising challenges through smart internal collaborations.

Speakers will discuss the evolving role of the CFO/COO; now seen as a lynchpin in understanding and communicating a firm's overall strategy and direction, and the person tasked with bridging together the various teams and functions.

The panel will also explore ways in which new technologies can create efficiencies for creating presentation materials, curating datarooms, communicating track records and strategies.

Other talking points include:

  • Best practice in sharing responsibility for ESG policies, implementation and communication
  • How to provide LPs with timely and relevant reports
  • Ensuring firm-wide compliance and communicating compliance handling to LPs
  • Handling co-investment demands
  • Effective collaboration beyond the fundraising process

Panelists include:

Edouard Boscher
Head of Investor Relations

Farah Buckley
Executive Director, Head of UK Office

Laura Leyland
Asante Capital

Lincoln Jopp
Partner & COO
Disruptive Capital Finance

Our contacts

David Sarfas

David Sarfas

Private Equity and Real Estate, Fund Services

T+44 (0) 20 7290 1350