EWM Global to Attend PEI CFOs & COOs Forum New York

EWM Global to Attend PEI CFOs & COOs Forum New York

Written by EWM Global

EWM Global continues its sponsorship of the 18th annual PEI CFOs & COOs Forum New York.

The CFOs & COOs Forum New York is the industry benchmark for high-value content and networking for C-level executives, which is especially critical given the challenges thrust upon the industry over the last year. This year’s Forum will be virtual and accessible from anywhere in the world, and as always, will feature a variety of relevant topics and expert speakers.

Don’t miss our Managing Director & CMO, Tom Pittman, as he moderates a panel about Taking Stock of Succession Planning at your Firm. He will be joined by Mark Levitt, Chief of Staff at Global Infrastructure Partners, Thomas Mayrhofer, CFO & COO of EJF Capital, LLC, and Sarah Roth, COO & CFO of Argosy Capital.

The panel’s topics of discussion will include:

  • Do you expect to see a succession event at your firm?
  • Succession considerations for small partnerships
  • Are firms being dissolved when older partners leave?
  • How do you unwind a firm?
  • What LPs miss or overlook when pressing for a succession plan
  • Inventive strategies for retaining next generation talent
  • Tackling friction between the generations at your firm

Click here to register for this event. We hope to “see” you at this conference and we are looking forward to participating in an engaging session!

Please let us know if you would like more information about this conference at marketing@ewmglobal.com.