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Insight Center: Events

PEI CFOs and COOs Forum 2020

Speaker: Julia D. Corelli

January 22-23, 2020
PEI CFOs and COOs Forum 2020

Julia D. Corelli, a partner with Pepper Hamilton’s Corporate and Securities Practice Group and a co-chair of its Private Fund Services Group, a core constituent of Pepper’s Investment Funds Industry Group, will be speaking at the Private Equity International (PEI) CFOs and COOs Forum 2020 to be held in New York, NY from January 22-23, 2020.

Ms. Corelli will be speaking on the panel titled "The Future Firm—Founder Carry, Retirement and Succession Planning" on Thursday, January 23 at 11:30 AM–12:15 PM. Topics to be discussed include:

  • How firms of different sizes are handling succession
  • The succession process of the firm
  • How to create a more democratic process as you grow your number of funds
  • Bringing the junior partners and principals into the conversation
  • Succession planning when partners have been at the firm since its inception
  • What to do when the existing leadership wants to retain control
  • Importance of having a more collaborative role
  • Preparing to turn over more decision-making
  • LP expectations for the next generation
  • How to build the infrastructure to run the management company as a more professional business

The PEI CFOs and COOs Forum 2020 is the leading private equity conference. The forum brings together senior finance and operations executives from the world’s foremost private equity and venture capital firms. Pepper Hamilton is proud to continue our association with the conference.

For more information and to register, visit


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