Private Funds CFO Forum Connects AI Decisions With Finance Operations

An AI investment is also a finance-operations decision: someone has to establish the return, govern the data and make the workflow usable. The Private Funds CFO New York Forum will put those responsibilities in the same conversation on January 26–27, 2027.

Private Funds CFO New York Forum 2027 is scheduled for January 26–27, 2027 (America/New_York); see official agenda for session times, Convene Brookfield Place, 225 Liberty St, New York, NY, US. See the organizer’s official page for current registration and access terms.

The announced program

Wendy Jones, managing director and chief information officer at General Atlantic, is announced for a discussion of AI progress in private funds. The program also addresses the finance technology stack, audit-ready data foundations, cyber risk, liquidity and the CFO’s wider strategic role. Lindsay Antoniello, compliance chief operating officer and deputy chief compliance officer at TPG, is among the named speakers.

A question to bring

The useful preparation is a specific operating question: which financial workflow would improve if its data, controls and ownership were clearer? The forum includes peer discussions, while its Innovation Showcase is separately described as members-only. A public conference booking does not automatically include every restricted session.

See the official event page for current program and participation details.