Managing Director and Chief Administrative Office, Mary Traer will join other industry-leading finance, operations, and compliance professionals in the upcoming PEI CFOs & COOs Forum 2018. Mary will participate on the panel, Creating operational leverage to promote growth while navigating investor, regulator and tax requirements. She will share her insights on discussion topics such as examining inventive methods for creating operational leverage and creating workflows within your organization to determine functional areas optimal for in-house execution.

Additionally, Managing Director and Chief Financial Officer, Karin Lagerlund will join as a panelist during the upcoming Forum. She will share insights and contribute to the Does PE have a place in retirement and 401(k)s? panel discussion.  The panel will explore several perspectives including the potential impact of PE on the 401(k) market and if private equity belongs in the asset class.