Meetings & Events

Date: January 21, 2020

Topic: ILPA’s Proposed Changes and Impact on PE Fundraising and Reporting

Happy New Year from your fellow PERT CFO and CCOs. Join us for a round-table discussion at the offices of The Riverside Company at 45 Rockefeller Center the afternoon and evening before the PEI CFO conference.

Following the presentation & discussion, we will enjoy networking and cocktails with fellow PERT members. This quarter’s topic will be ILPA’s Proposed Changes and Impact on PE Fundraising and Reporting led by Béla Schwartz, CFO of The Riverside Company, Joshua Cherry-Seto, CFO of Blue Wolf Capital , Arnold May, Partner at Proskauer and Steve Meli, Partner at Proskauer.

Please take a moment to participate in this short 20 question survey whether you can join us in person, by phone, or not at all. We will use the survey to direct the conversation and will be sharing the results along with a white paper on the topic by Proskauer following event.

Please complete this survey by January 15. 

Take this Survey

Thank you in advance for your assistance with this important endeavor to strengthen the voice of the middle market with the SEC.

Speakers:

Moderator, Béla Schwartz, Chief Financial Officer, The Riverside Company
Joshua Cherry-Seto, Chief Financial Officer & CCO, Blue Wolf Capital Partners LLC
Arnold P. May, Partner, Tax Dept. & Member, Private Funds Group, Proskauer Rose LLP
Stephen M. Meli, Partner, Private Investment Funds Group, Proskauer Rose LLP

Event Co-Chairs: Joshua Cherry-Seto & Béla Schwartz

Location: NYC – The Riverside Company’s Offices

Time: 3:30 – 6:30 PM

Agenda:
3:30 pm   PERT Update
4:00 pm   ILPA’s Proposed Changes and Impact on PE Fundraising and Reporting
5:15 pm   Networking and Cocktails

Format: 50-60 min content presentation followed by networking reception

Sponsor: Proskauer Rose LLP