SuperReturn CFO/COO North America 2026

The leading North American gathering for PE finance and operating leaders

About this event

SuperReturn CFO/COO North America brings together the financial and operating leadership of North American private equity firms for three days of dedicated programming on the back-office, fund administration and operational realities of running a modern GP. Held in Chicago and produced by Informa Connect — the team behind the global SuperReturn franchise — the event has become the default annual touchpoint for senior finance executives at PE houses ranging from emerging managers to mega-cap platforms.

The agenda concentrates on the issues CFOs and COOs actually own: SEC and SEC-equivalent regulatory change, the practical mechanics of valuation policies, fund-of-one and SMA structuring, NAV facilities and subscription line economics, treasury management across multi-fund platforms, the build-versus-buy decision on portfolio monitoring software, and the operational implications of moving from Fund III to Fund VII. Sessions feature peer-led case studies rather than headline keynotes, reflecting the practitioner-heavy audience.

Beyond formal sessions, the event is structured around closed-door peer roundtables segmented by AUM tier — emerging managers, mid-market, large-cap and mega-cap each get their own room to discuss what's actually working with people running comparable firms. This format is the conference's main draw and the reason CFOs return year after year.

For finance leaders evaluating new fund admin providers, treasury banks, valuation specialists or insurance brokers, the exhibit hall and sponsor lounges concentrate the relevant North American vendor universe in one room over forty-eight hours.

Who attends

CFOs, COOs, controllers, heads of fund operations, heads of valuations, heads of investor relations operations, treasury leads, CCO and compliance leadership at North American private equity firms across the AUM spectrum.

Why this event matters

North American PE firms are operating under sustained regulatory pressure (SEC private fund adviser rules, FTC merger reporting, state-level pay-to-play and lobbying disclosure regimes) at the same time as LP demands on transparency, ESG reporting and pacing analytics intensify. The CFO/COO function has become the structural bottleneck on growth at most firms.

The event is the only North American gathering with the seniority and density of finance leadership to make peer benchmarking conversations possible at the level of detail that actually changes operating decisions back at the firm.

Key topics covered

Fund OperationsRegulatory & ComplianceCFO StrategyValuation PolicyTreasury ManagementNAV Facilities

What you'll hear about

  • SEC private fund adviser rules — implementation lessons after first reporting cycles
  • NAV facility and subscription line market — pricing, terms, lender selection
  • Valuation governance under heightened LP and auditor scrutiny
  • Build vs. buy on portfolio monitoring and LP reporting platforms
  • Talent retention in finance and operations functions
  • Operating model decisions for emerging managers scaling past Fund II
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