PEI CFOs & COOs Forum New York

PEI CFOs & COOs Forum New York

Written by EWM Global

EWM Global was proud to sponsor 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.

EWM Global’s Managing Director & CMO, Tom Pittman, led a captivating panel discussing Taking Stock of Succession Planning at your Firm. 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 accompanied him to talk about what LPs miss or overlook when pressing for a succession plan, succession considerations for small partnerships, inventive strategies for retaining next generation talent, and many other engaging topics around succession planning.

Thank you PEI Team for putting together a successful, high value, and information-packed event during these challenging times.

Click here to see how EWM Global is constantly evolving to stay ahead of the needs of our clients and their key talent.

If you’d like to learn more about the Forum and how EWM Global can super-charge your carried interest and incentive plans, please contact