This virtual event is now part of the Operating Partners All Access membership

An Operating Partners All Access membership is a new way to keep a global network of operating partners in the know with high-level content and networking across the year.

The Operating Partners Human Capital Forum is now just one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership.

Learn more

Driving human capital as a key value creation lever

The Operating Partners Human Capital Forum brings together an elite crowd of top human capital value creators and operating partner specialists. It is the place to meet key players in the PE community and get a firm grasp on initiatives designed to transform operations, deliver growth, and drive value creation strategies through talent.

Speakers provide insights into the evolving and rapidly changing talent market and share strategies and approaches that uncover why firms need a human capital operating partner.” Join us to hear engaging and informative discussions to make your workforce planning a competitive advantage.

 

2021 Agenda Highlights

» One hour human capital think tanks led by operating partners and designed exclusively for operating partners

» Human capital best practices across the entire investment lifecycle

» Recruiting CEOs for a post-pandemic economy

» Training and working with the CFO

» Talent recruitment and assessment best practices

» A closed-door virtual lunch discussion for women in PE & VC portfolio operations

» Human capital due diligence – the missing ingredient in pre-transaction playbooks

» The long journey for diversity: an inside look at private equity initiatives and challenges

» Human capital M&A integration best practices

» Changes required to source, onboard and assess sales management in the changed environment

» The future of work: challenges and opportunities in switching to a remote-first work environment

» Evaluating and selecting search firms

» Board dynamics: looking at diversity of boards, board construction, and board development

» Private equity-CEO alignment best practices in the current environment

Operating Partners Forum: Asia
Learn key strategies to accelerate growth through human capital

Operating Partners Forum: Asia
Join discussions with the leading PE operating specialists in human capital

Operating Partners Forum: Asia
Network with top value creators focused on talent and leadership

2021 Speakers include:

View all speakers
View all speakers

Firms participating include:

American Securities
Apollo Global Management
Arcline Investment Management
Arsenal Capital Partners
Audax Group
Berkshire Partners
Blue Wolf Capital Partners
CI Capital Partners
Clayton Dubilier & Rice
Comvest Partners
Frazier Healthcare Partners
GenNx 360 Capital Partners
Genstar Capital
GTCR
Hg
KKR Capstone
LightBay Capital
Lightyear Capital
Mainsail Partners
Platinum Equity
Spectrum Equity
STG Partners
The Riverside Company
Thoma Bravo
TPG Global
Two Sigma Impact
Warburg Pincus
WindRose Health Investors

 

Download the 2021 Operating Partners Human Capital Digital Event Guide to view:

  • Agenda highlights – view agenda topics, breakout sessions and think tanks
  • Speakers – preview the value creation leaders speaking at this year’s Forum
  • Networking opportunities – search attendees, send messages, and schedule meetings with your peers
  • Operating Partners All Access – learn more about the membership

View the event guide

Your membership includes:

Operating Partners All Access is a service that connects you to the people and resources that can help guide you through today’s ever-changing nuances of doing your job, year-round.

This Forum is one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership. All event attendees must be members.

Please note annual agenda is subject to change

Discover best practices and ideas at a critical time for portfolio valuations at the premier virtual event for private equity value creators

All sessions, idea forums and interactive meetings are uniquely designed to solve your toughest challenges during the covid-19 crisis & beyond.

See for yourself how the virtual platform works

Accessible from anywhere & on-demand for 12 months.

Leading thought-provoking operating partner experts — all NEWLY updated!

Without ever leaving the comfort and security of your home, you can enjoy ALL the value creation experts sharing their practical guidance. Plus, you can participate in audience Q&A, polls, and download content and papers with just a few clicks,

You also get:

  • Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
  • Automated reminders
  • Polling and surveys
  • On-demand playback gives you access to select sessions for up to 12 months

Network & build key relationships

Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge. At an in-person event, you get 2 days of engagement. With the Operating Partners Human Capital Forum, you get an active virtual community.

Take advantage of these benefits:

  • Attendee and Operating Partner directories: Use our searchable directory of our attendees, solution providers and speakers, so you can quickly find the right people and companies to connect with.
  • Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
  • Virtual Meet-ups: Schedule multi-person video conferences or one-on-one meetups, allowing you to connect and talk about topics of interest.

Meet with the country’s leading solution providers in our virtual exhibit hall

Meet with exhibitors and sponsors, browse the virtual sponsor lounges, and chat with solution providers. A searchable keyword index helps attendees you find the exhibitors and sponsors who are most relevant.

Other features include:

  • Virtual sponsor lounges: See what exhibitors and sponsors provide to help you better serve your employees and your members.
  • Online meetings: meet with sponsors anytime throughout the Forum and send them a private message
  • Download exhibitor content: learn more about sponsors and download whitepapers, conent and other exhibitor resources

 

2021 Agenda

For speaking opportunities, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Please note all sessions are listed in Eastern Time (ET)

Day 1
View agenda page

Agenda

Day 1 - Thursday 13th

Invitation-only think tank
09:50 - 10:50

Human capital operating partners think tank (invitation-only)

Kelly Carlson, Katie Solomon, Kristen Chang, Sean Dougherty

Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door virtual room will allow you to learn and share best practices in human capital, talent management and recruiting operations. It will uncover this year’s new challenges and opportunities in human capital. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room.

Think Tank 1
Facilitators:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Katie Solomon, Managing Director, Talent Management, Genstar Capital


Think Tank 2
Facilitators:
Kristen Chang, Managing Director, Human Capital, LLR Partners
Sean Dougherty, Vice President, Talent and Operations, Inverness Graham Investments

 

A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Read bio
Katie Solomon, Genstar Capital

Katie Solomon

Managing Director, Talent Management, Genstar Capital

Read bio
Kristen Chang, LLR Partners

Kristen Chang

Managing Director, Human Capital, LLR Partners

Read bio
A speaker photo for Sean Dougherty

Sean Dougherty

Vice President, Talent and Operations, Inverness Graham Investments

Read bio
Plenary sessions
10:55 - 11:00

PEI’s welcome and opening remarks

11:00 - 11:40

Human capital best practices across the entire investment lifecycle

Ted Bililies, Abhishek Kapur, Christopher Kim, Alice Mann, Melissa Mounce
  • How is human capital evolving and what are the implications for private equity?
  • Human capital due diligence: operating partner lessons learned
  • Senior team alignment on strategic direction to execute the investment thesis
  • Playbooks in forming and developing human capital strategies throughout the various stages
  • How to think about creating value through human capital in the first 100 days
  • Working with the CHRO to elevate value creation initiatives
  • Managing relationships with management teams virtually for them to own the value creation plan
  • When, how, and why to deploy assessment during the investment cycle?
  • Talent management best practices for the exit

Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, Alix Partners

Panelists:
Abhishek Kapur,
Managing Director, KKR Capstone
Christopher Kim, Senior Vice President, Platinum Equity
Alice Mann, Operating Partner, Human Capital, Blue Wolf Capital Partners
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR

Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Read bio
A speaker photo for Abhishek  Kapur

Abhishek Kapur

Managing Director, KKR Capstone

Read bio
A speaker photo for Christopher Kim

Christopher Kim

Senior Vice President, Platinum Equity

Read bio
Alice Mann

Alice Mann

Operating Partner, Human Capital, Blue Wolf Capital Partners

Read bio
Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Read bio
11:40 - 12:20

Recruiting CEOs for a post pandemic economy

Atta Tarki, Elizabeth Burgess, Ben Holzemer, Steven Maxwell, Ann Ruble, Glenn Stevens
  • How leading PE Firms are rethinking their CEO hiring
  • Author of “Evidence-Based Recruiting” discusses what we can learn from 100 years of research on which types of CEOs will be successful in turbulent times
  • Private equity-CEO alignment best practices in the current environment
  • Join a discussion with panelists with experience recruiting successful executives

Moderator:
Atta Tarki,
CEO and Managing Director, ECA Partners

Panelists:
Elizabeth Burgess, Partner, Bridges Fund Management
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Group
Ann Ruble, Operating Partner, Two Sigma Impact
Glenn Stevens, Partner, Talent Management, Apollo Global Management

Atta Tarki, ECA Partners

Atta Tarki

CEO and Managing Director, ECA Partners

Read bio
Elizabeth Burgess, Bridges

Elizabeth Burgess

Partner, U.S. Sustainable Growth Fund, Bridges Fund Management

Read bio
A speaker photo for Ben Holzemer

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

Read bio
A speaker photo for Steven Maxwell

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

Read bio
Ann Ruble, Two Sigma Impact

Ann Ruble

Operating Partner, Two Sigma Impact

Read bio
A speaker photo for Glenn Stevens

Glenn Stevens

Partner, Talent Management, Apollo Global Management

Read bio
12:20 - 13:00

Training and development for the modern CFO: setting CFOs up for success

Richard Jenkins, Cordelia Dolan, Benjamin Humphreys, Nicki Lambropoulos, Howard Reba
  • Identifying and attracting top CFO talent: what is your greatest challenge when it comes to recruiting brilliant portfolio CFOs?
  • How has the portfolio company CFO role evolved and what makes an ideal private equity CFO?
  • First-hand success stories in looking at the CFO-CEO-Operating Partner partnership
  • Working with the CFO in today’s current environment: looking at challenges and opportunities
  • CFO training and development for transformation


Moderator:
Richard Jenkins, Managing Director, Alvarez & Marsal

Panelists:
Cordelia Dolan, Talent Director, Inflexion Private Equity
Benjamin Humphreys, Senior Operating Executive, Monomoy Capital Partners
Nicki Lambropoulos, Finance Operating Partner, Cold Bore Capital Management
Howard Reba, Head of Portfolio Finance, CI Capital Partners

Richard Jenkins, Alvarez & Marsal

Richard Jenkins

Managing Director Alvarez & Marsal

Read bio
Cordelia Dolan, Inflexion Private Equity

Cordelia Dolan

Talent Director, Inflexion Private Equity

Read bio
Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Read bio
Nicki Lambropoulos, Cold Bore Capital Management

Nicki Lambropoulos

Operating Partner, Cold Bore Capital Management

Read bio
Howard Reba_WP_2019_Speaker

Howard Reba

Head of Portfolio Finance, CI Capital Partners

Read bio
Lunch break
13:00 - 13:40

Networking lunch and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1: Human capital best practices across the entire investment lifecycle

Interactive Discussion 2: Recruiting CEOs for a post pandemic economy

Interactive Discussion 3: Training and development for the modern CFO: setting CFOs up for success

13:00 - 13:40

Women in PE & VC portfolio operations lunch (invitation-only)

Samantha Adams, Coley Florance, Debra Somers

This closed-door discussion will explore what it’s like being a woman in PE and VC portfolio operations:

  • What are the issues causing a disparity in genders?
  • Exploring career paths, development, and how to position yourself as female leaders
  • Is your firm focused on women’s leadership at portfolio companies?
  • Does your firm have any specific programs, leadership coaching and assessments geared towards promoting women’s leadership?
  • Are there any changes in recruiting that will create a more equal playing field?
  • Looking at trends and stats in gender in PE and VC

Facilitators:
Samantha Adams, Managing Director, Talent, Berkshire Partners
Coley Florance, Head of Talent, Spectrum Equity
Debra Somers, Director, Portfolio Recruitment, Warburg Pincus

Samantha Adams, Berkshire Partners

Samantha Adams

Managing Director, Talent, Berkshire Partners

Read bio
Coley Florance, Spectrum Equity

Coley Florance

Head of Talent Spectrum Equity

Read bio
Debra Somers, Warburg Pincus

Debra Somers

Director, Portfolio Recruitment, Warburg Pincus

Read bio
Breakouts I
13:40 - 14:20

Track 1: Human capital due diligence – the missing ingredient in pre-transaction playbooks

Matt Brubaker, Andy Caine, David Gibson, Adam Stein
  • Understanding the COVID-accelerated trend of more rigorous human capital due diligence, and what the future holds
  • Measuring the people impact in each deal – how human capital dynamics influence valuation
  • How leadership/team quality can derail value creation efforts, and how to identify and mitigate those risks
  • Drawbacks of traditional leadership assessments versus next generation approaches that support context-driven individual and team success

Moderator:
Matt Brubaker, CEO, FMG Leading

Panelists:
Andy Caine
, Partner, Human Capital, Frazier Healthcare Partners
David Gibson, Operating Partner, WindRose Health Investors
Adam Stein, Founding Partner, LightBay Capital

Matt Brubaker, FMG Leading

Matt Brubaker

CEO, FMG Leading

Read bio
Andy Caine Frazier Healthcare Partners

Andy Caine

Partner, Human Capital, Frazier Healthcare Partners

Read bio
David Gibson, WindRose Health Investors

David Gibson

Operating Partner, WindRose Health Investors

Read bio
Adam Stein

Adam Stein

Founding Partner, LightBay Capital

Read bio
13:40 - 14:20

Track 2: The next level of talent recruitment, retention, and assessment: best practices in 2021 and beyond

Tim Sanders, Emily Azevedo, Kelly Carlson, Jon Davies
  • With recruiting talent anywhere: what will the future recipe look like?
  • What is the biggest hindrance to recruiting and retaining top tier talent in your portfolio companies in this environment?
  • Regarding retention new research suggests the one in four knowledge workers will leave their jobs post pandemic due to burnout, largely driven by increased workload and job stress: what are you doing to get in front of this?
  • What will the future role/structure of the human capital operating partner and talent partner look like?
  • At what levels do you get involved with talent and leadership selection and assessment in the portfolio?
  • Many VCPs look to improve portfolio company cost structures? How are you thinking about on demand talents as a way of growing back capacity and at the same time, variabilizing cost structure?
  • Assessments: when do you do it? how do you do it? what do you use? how do you think about AI, data/big data, tools for it?
  • Workforce analytics: uncovering initiatives in people data science


Moderator:
Tim Sanders, Vice President of Customer Insights, Upwork

Panelists:
Emily Azevedo, Operating Partner, Talent, Mainsail Partners
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Jon Davies, Managing Director, Head of Talent, Lightyear Capital

Tim Sanders, Upwork

Tim Sanders

Vice President of Customer Insights, Upwork

Read bio
Emily Azevedo, Mainsail Partners

Emily Azevedo

Operating Partner, Talent, Mainsail Partners

Read bio
A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Read bio
Jon Davies, Lightyear Capital

Jon Davies

Managing Director, Head of Talent, Lightyear Capital

Read bio
Breakouts II
14:20 - 15:00

Track 3: Human capital M&A integration: critical steps for PE firms and their portcos

Jennifer Busse, Ashley Day, Merche del Valle, Adam Miller, Michelle Nasir
  • Employee retention during M&As: key takeaways
  • Dissecting the most important human capital elements and challenges in carveouts and M&As
  • Assessing leadership and cultures effectively in M&As
  • Integration best practices: post-close, and in the first 100 days
  • Working with the CHRO in M&As: best practices

Moderator:
Jennifer Busse, M&A Integration and Separation Leader, RSM

Panelists:
Ashley Day, Chief Talent Officer, CI Capital Partners
Merche del Valle, Managing Director, Chief Talent Officer and Chief HR Officer, Grain Management
Adam MillerConsultant, Global Talent Management, The Riverside Company
Michelle Nasir, Chief Talent Officer, Arsenal Capital Partners

Jennifer Busse, RSM

Jennifer Busse

M&A Integration and Separation Leader, RSM

Read bio
Ashley Day, CI Capital Partners

Ashley Day

Chief Talent Officer, CI Capital Partners

Read bio
Merche Del Valle, Grain management

Merche del Valle

Managing Director, Chief Talent Officer & Chief HR Officer, Grain Management

Read bio
Adam Miller, The Riverside Company

Adam Miller

Consultant, Global Talent Management, The Riverside Company

Read bio
Michelle Nasir, Arsenal Capital Partners

Michelle Nasir

Chief Talent Officer, Arsenal Capital Partners

Read bio
14:20 - 15:00

Track 4: Healthcare navigation: improving lives, creating value, driving EBITDA

Todd Grove, Michael Frain, Katie Gausepohl

Healthcare and benefits can become a source of holistic value creation rather than an enemy of EBITDA within portfolio companies. The key: employee and provider engagement strategies that drive outcomes while reducing costs.

Hear from HR leaders using healthcare navigation and care coordination to bend their company’s cost trend and boost employee satisfaction, all within a highly complex benefits environment. Learn from a PE executive why independent navigation is as beneficial to the bottom line as it is to the health of employee populations. Get thought-provoking insights on why this type of benefits innovation has never been more essential to portcos and P&Ls given competition for talent and an expected surge of postponed care caused by the pandemic.

  • Proactively engaging employees and providers to drive cost avoidance
  • Improving employees’ benefits experience within collective-bargaining constraints
  • Exploring healthcare navigation as a value creation best practice across the portfolio

Moderator:
Todd Grove, Vice President, Private Equity, Quantum Health

Panelists:
Michael Frain, Senior Vice President, Shared Services, Warburg Pincus
Katie Gausepohl, Director, Benefits and Payroll, NetJets

Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

Read bio
A speaker photo for Michael  Frain

Michael Frain

Senior Vice President, Shared Services, Warburg Pincus

Read bio
Katie Gausepohl, NetJets

Katie Gausepohl

Director, Benefits and Payroll, NetJets

Read bio
Break
15:00 - 15:30

Networking break and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1: Human capital due diligence – the missing ingredient in pre-transaction playbooks

Interactive Discussion 2: The next level of talent recruitment, retention, and assessment: best practices in 2021 and beyond

Interactive Discussion 3: Human capital M&A integration: critical steps for PE firms and their portcos

Interactive Discussion 4: Healthcare navigation: improving lives, creating value, driving EBITDA

Breakouts III
15:30 - 16:00

Track 5: The long journey for diversity: an inside look at private equity initiatives and challenges

Angela Nalwa , Neel Bhatia , Natalie Ings, Kate Migliaro
  • Exploring the challenges of finding diverse talent and what must be done
  • What are you doing at your companies to tackle diversity and open dialogue? What specific initiatives/programs have you taken that were successful?
  • How can PE firms create cultures at their portfolio companies that will ensure diversity and inclusion initiatives have the desired impact?
  • KPIs for diversity and measuring effectiveness: how are companies leveraging data to augment their efforts with portfolio companies?
  • Diversity and leadership: how are you thinking about diversity of boards?
  • Building diversity from within, not just at the top

Moderator:
Angela Nalwa, Managing Director, HR Transformation Solution Leader, Grant Thornton

Panelists:
Neel Bhatia, Operating Partner, Talent and ESG, Arcline Investment Management
Natalie Ings, Managing Director, Portfolio Solutions, Lightyear Capital
Kate Migliaro, Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

Angela Nalwa, HR Transformation Solution Leader

Angela Nalwa

Managing Director, HR Transformation Solution Leader

Read bio
A speaker photo for Neel Bhatia

Neel Bhatia

Operating Partner, Talent and ESG, Arcline Investment Management

Read bio
A speaker photo for Natalie Ings

Natalie Ings

Managing Director, Portfolio Solutions, Lightyear Capital

Read bio
Kate Migliaro, Apollo Global Management

Kate Migliaro

Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

Read bio
15:30 - 16:00

Track 6: Boards: navigating the next normal

Rick DeRose, Susan Clark, Debra Somers, Michael Song
  • The evolving board: ESG and diversity imperatives
  • The pragmatic board approach to cyber
  • The secret to the best CEO- Board partnerships
  • The role of the OP on the board: should they always have a seat?
  • Influencing execution; are KPIs enough?
  • Optimizing compensation for the board & management


Moderator:

Rick DeRose, Managing Partner and Co-Founder, Acertitude

Panelists:
Susan Clark, General Partner, Portfolio Operations, TCV
Debra Somers, Director, Portfolio Recruitment, Warburg Pincus
Michael Song, Managing Director, Portfolio Operations, Providence Equity

A speaker photo for Rick DeRose

Rick DeRose

Co-Founder and Managing Partner, Acertitude

Read bio
A speaker photo for Susan Clark

Susan Clark

Managing Director, Operations, Sun Capital Partners

Read bio
Debra Somers, Warburg Pincus

Debra Somers

Director, Portfolio Recruitment, Warburg Pincus

Read bio
A speaker photo for Michael Song

Michael Song

Managing Director, Portfolio Operations, Providence Equity

Read bio
Plenary sessions
16:00 - 16:30

Next generation commercial leadership – how the game has changed

Brad Wilsted, Amy Kramer, Agnes Krygier, Michael Monagle
  • Looking at the different role of senior sales executives in the near future
  • New skills requirements for senior sales leaders – digital, analytics, team-based selling, etc.
  • Changes required to source, onboard and assess sales management in the changed environment
  • Measuring current senior sales leaders against these new capabilities

Moderator:
Brad Wilsted, Co-founder and Senior Managing Director, Blue Ridge Partners

Panelists:
Amy Kramer, Operating Partner, Level Equity
Agnes Krygier, Principal, Portfolio Operations, GI Partners
Michael Monagle, Principal, Portfolio Operations, Providence Equity

Brad Wilsted, Blue Ridge Partners

Brad Wilsted

Co-founder and Senior Managing Director Blue Ridge Partners

Read bio
Amy Kramer, Level Equity

Amy Kramer

Operating Partner, Level Equity

Read bio
Agnes Krygier, GI Partners

Agnes Krygier

Principal, Portfolio Operations, GI Partners

Read bio
A speaker photo for Michael Monagle

Michael Monagle

Principal, Portfolio Operations, Providence Equity

Read bio
16:30 - 17:00

The future of work: top challenges and opportunities for HR teams in switching to a remote-first work environment

Emily Boynton, Merche del Valle, Jamie Jacobs, Hannah Johnson

Remote work is here to stay. According to a survey, 54 percent of professionals hope to continue working remotely after the pandemic. This means employees could potentially take their work wherever they want — and even adopt a nomadic lifestyle. Companies must be ready to fully embrace this reality and dedicate resources to create a productive remote work environment for their team. Here we will look at immediate challenges of supporting your existing workforce in a remote-first world and learn best practices to managing remote teams.

  • Have your companies fully transformed themselves to thrive in a world where anyone can work from anywhere?
  • Will your team members have the right to live and work where they have relocated?
  • Do you have the infrastructure and policies in place to support employee involvement in a remote work environment?
  • How are your HR teams looking to design a remote employee lifecycle that results in happy teams and productive companies? Are there gaps in your current approach?
  • How can HR teams support professional growth in the company remotely?
  • What compliance challenges do HR professionals need to deal with when employees relocate?
  • How should HR teams work to maintain and grow a unique company culture within their distributed team?

Moderator:
Emily Boynton, Vice President Human Resources, Globalization Partners

Panelists:
Merche Del Valle, Managing Director, Chief Talent Officer and Chief HR Officer, Grain Management
Jamie Jacobs, Director, Human Capital, American Securities
Hannah Johnson, Head of Human Resources, Thoma Bravo

 

A speaker photo for Emily Boynton

Emily Boynton

Vice President, Human Resources, Globalization Partners

Read bio
Merche Del Valle, Grain management

Merche del Valle

Managing Director, Chief Talent Officer & Chief HR Officer, Grain Management

Read bio
Jamie Jacobs, American Securities

Jamie Jacobs

Director, Human Capital American Securities

Read bio
Hannah Johnson, Thoma Bravo

Hannah Johnson

Head of Human Resources, Thoma Bravo

Read bio
Break
17:00 - 17:30

Extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions

Interactive discussion 1: The long journey for diversity: an inside look at private equity initiatives and challenges

Interactive discussion 2: Boards: navigating the next normal

Interactive discussion 3: Next generation commercial leadership – how the game has changed

Interactive discussion 4: The future of work: top challenges and opportunities for HR teams in switching to a remote-first work environment

 

Conference ends
17:30 - 17:30

Conference ends

2021 Speakers

For speaking opportunities, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Samantha Adams, Berkshire Partners

Samantha Adams

Managing Director, Talent, Berkshire Partners

Samantha Adams joined Berkshire Partners in 2012 as Director of Talent Management and became a Managing Director in 2016. Prior to joining Berkshire, Sam was the Senior Vice President of Enterprise Brand Strategy for Bank of America. She has also wor… Read full bio
Emily Azevedo, Mainsail Partners

Emily Azevedo

Operating Partner, Talent, Mainsail Partners

Emily is an Operating Partner and head of talent at Mainsail Partners, a San Francisco-based growth equity firm with $1.2 billion in raised capital invested across more than 50 high-growth software companies since 2003. Prior to Mainsail, Emily was a… Read full bio

Neel Bhatia

Operating Partner, Talent and ESG, Arcline Investment Management

Neel is currently an Operating Partner at Arcline Investment Management where he is focused on talent assessment and development both within the firm and across portfolio companies. Most recently, Neel was the Managing Partner of Green Peak, a privat… Read full bio
Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Ted is an internationally-recognized expert on leadership and organization development. He advises investors, CEOs, and boards globally to help them position the right leaders for key roles and to support those leaders and teams for maximal value cre… Read full bio

Emily Boynton

Vice President, Human Resources, Globalization Partners

Emily Boynton is currently Globalization Partners’ Vice President of Human Resources. In this role, she leads the dynamic GP HR organization. Emily has supported high growth businesses globally as an HR Leader, HR strategic consulting advisor and lab… Read full bio
Matt Brubaker, FMG Leading

Matt Brubaker

CEO, FMG Leading

Throughout his career, Dr. Matt Brubaker has advised executive leaders and teams in a variety of areas, including senior leadership development, conflict resolution, and large-scale organizational assessment and change. An expert in sustainable trans… Read full bio
Elizabeth Burgess, Bridges

Elizabeth Burgess

Partner, U.S. Sustainable Growth Fund, Bridges Fund Management

Elizabeth Burgess is a Partner at Bridges Fund Management and Head of the U.S. Sustainable Growth Fund, where she leads on fund strategy, origination, investment and portfolio management. Elizabeth has more than 30 years of experience in private equi… Read full bio
Jennifer Busse, RSM

Jennifer Busse

M&A Integration and Separation Leader, RSM

Jennifer is the national leader of RSM's people and organization management consulting practice. She has 20 years of experience assessing and driving business solutions related to talent acquisition, human resources, talent management and organizatio… Read full bio
Andy Caine Frazier Healthcare Partners

Andy Caine

Partner, Human Capital, Frazier Healthcare Partners

Andy is a Partner at Frazier Healthcare where he focuses on pre-investment organizational due diligence, talent assessment and development, and post-acquisition management. In addition, he has designed and help lead the firm’s diversity, equity, incl… Read full bio

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO… Read full bio
Kristen Chang, LLR Partners

Kristen Chang

Managing Director, Human Capital, LLR Partners

With more than 17 years of experience in executive search and corporate talent acquisition, Kristen Chang manages the human capital strategy and talent network for LLR Partners, a private equity firm with more than $5 billion raised across six funds.… Read full bio

Susan Clark

Managing Director, Operations, Sun Capital Partners

Susan Clark, Managing Director, joined Sun Capital in 2021. Prior to joining Sun Capital, Susan was General Partner of Portfolio Operations at TCV, a technology growth investment firm. Susan was responsible for standing up the firm’s advisory and ope… Read full bio
Jon Davies, Lightyear Capital

Jon Davies

Managing Director, Head of Talent, Lightyear Capital

Jon Davies is a Managing Director and Head of Talent at Lightyear Capital where his primary focus is managing the Senior Advisor network as well as appointing C-Suite Executives and Board members within Lightyears portfolio companies. Prior to joinin… Read full bio
Ashley Day, CI Capital Partners

Ashley Day

Chief Talent Officer, CI Capital Partners

Ashley Day, Ph.D. is the Chief Talent Officer and joined CI Capital Partners in 2019. She is dedicated to championing an overall strategy for human capital development and talent assessment across the portfolio. In her role, Ashley enables CI Capital… Read full bio
Merche Del Valle, Grain management

Merche del Valle

Managing Director, Chief Talent Officer & Chief HR Officer, Grain Management

Merche del Valle is a Managing Director, Chief Talent Officer and Chief HR Officer at Grain Management. She is responsible for developing a robust and diverse pipeline of leadership talent, working across Grain and portfolio companies to identify, as… Read full bio

Rick DeRose

Co-Founder and Managing Partner, Acertitude

Rick is a purpose-driven entrepreneur and executive search leader on a mission to unleash human potential globally. As co-founder and managing partner of executive search firm Acertitude, he is charting a new course to take businesses to the next lev… Read full bio
Cordelia Dolan, Inflexion Private Equity

Cordelia Dolan

Talent Director, Inflexion Private Equity

As a Director, Cordelia develops our valued network of business leaders and helps portfolio companies develop and nurture talent. As well as scoping and supporting the hiring of new senior professionals into our investee companies, she also leverages… Read full bio

Sean Dougherty

Vice President, Talent and Operations, Inverness Graham Investments

Sean joined Inverness Graham in 2014. His responsibilities include sourcing new investment opportunities and providing transaction and post investment support of growth initiatives and talent optimization at Inverness Graham’s portfolio companies. At… Read full bio
Coley Florance, Spectrum Equity

Coley Florance

Head of Talent Spectrum Equity

Coley is the Head of Talent at Spectrum Equity working within the firm and across the portfolio to drive growth in the areas of people and team performance. In her role, she partners with investment professionals and portfolio company leadership on a… Read full bio

Michael Frain

Senior Vice President, Shared Services, Warburg Pincus

Michael Frain is based in New York, joined Warburg Pincus in 2008, leads the firm's Shared Services program, which program helps portfolio companies drive strategy and value in areas such as procurement, employee benefits, corporate insurance and rea… Read full bio
Katie Gausepohl, NetJets

Katie Gausepohl

Director, Benefits and Payroll, NetJets

Katie Gausepohl is the Director of Benefits and Payroll at NetJets, the worldwide leader in private aviation. Katie oversees NetJets strategic benefits planning, retirement plan management and design, employee wellness programs, and all aspects of pa… Read full bio
David Gibson, WindRose Health Investors

David Gibson

Operating Partner, WindRose Health Investors

Operating Partner David Gibson has over 35 years of executive management, private equity, professional services and board member experience. Mr. Gibson has been working as an Operating Partner since 2010. His work with WindRose has been in a variety… Read full bio
Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

As Vice President of Private Equity, Todd serves as the liaison between Private Equity firms, their portfolio companies, and Quantum Health. He works to educate the senior leadership teams on independent navigation and identifies opportunities for pa… Read full bio

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

Ben Holzemer is a Partner at TPG and the Head of Global Human Capital, based in San Francisco. Under his leadership the firm’s human capital team partners with TPG’s investment professionals and portfolio company leaders around the world to build gre… Read full bio
Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Ben is a Senior Operating Executive at Monomoy and works with our portfolio companies on revenue growth and profit improvement. Prior to joining Monomoy, Ben held several operating and CFO roles with Cerberus, Blackrock and Staple Street Capital. Ben… Read full bio

Natalie Ings

Managing Director, Portfolio Solutions, Lightyear Capital

Natalie Ings is a Managing Director in Portfolio Solutions at Lightyear Capital. Ms. Ings focuses on supporting Lightyear's senior management in enhancing value and driving growth at Lightyear's portfolio companies. Prior to joining Lightyear in 2016… Read full bio
Jamie Jacobs, American Securities

Jamie Jacobs

Director, Human Capital American Securities

Jamie Jacobs is a Director in the firm’s Resources Group. As part of the Human Capital function, Jamie supports the human resources and talent services needs within the firm’s portfolio companies. Jamie joined American Securities in 2014 and works wi… Read full bio
Richard Jenkins, Alvarez & Marsal

Richard Jenkins

Managing Director Alvarez & Marsal

Bio coming soon...
Hannah Johnson, Thoma Bravo

Hannah Johnson

Head of Human Resources, Thoma Bravo

Hannah Johnson is Head of Human Resources for Thoma Bravo. Based in Chicago, she joined the firm in 2017. Hannah is responsible for the development and management of Thoma Bravo’s growing human resources function, leading recruitment and retention ef… Read full bio

Abhishek Kapur

Managing Director, KKR Capstone

Abhishek Kapur (Singapore) joined KKR Capstone in London in 2011 and currently leads the team in South East Asia. He has primarily been involved with KKR portfolio companies Avincis Group, Cognita, Goodpack, Japfa, Northgate, RigNet, and KKR's Specia… Read full bio

Christopher Kim

Senior Vice President, Platinum Equity

Chris Kim is a Senior Vice President within Platinum Equity’s Mergers & Acquisitions Operations practice. He is responsible for evaluating Human Capital aspects of prospective additions to the Platinum Equity portfolio. Chris also has responsibil… Read full bio
Amy Kramer, Level Equity

Amy Kramer

Operating Partner, Level Equity

Amy is an Operating Partner at Level Equity focused on Go-to-Market Strategy. Amy provides operational expertise to Level Equity's portfolio companies and conducts Sales and Marketing diligence for new investments. Prior to Level equity, Amy was the… Read full bio
Agnes Krygier, GI Partners

Agnes Krygier

Principal, Portfolio Operations, GI Partners

Agnes Krygier is a Principal, Portfolio Operations of GI Partners. Ms. Krygier currently serves on the board of Sectigo. Prior to joining GI Partners, she was a Director at Marlin Operations, where she was driving top-line growth and profitability im… Read full bio
Nicki Lambropoulos, Cold Bore Capital Management

Nicki Lambropoulos

Operating Partner, Cold Bore Capital Management

Nicki Lambropoulos, Operating Partner Ms. Lambropoulos joined Cold Bore in 2021 as an Operating Partner. She is focused on advising and managing financial and operational improvement initiatives across the portfolio. Additionally, Ms. Lambropoulos is… Read full bio
Alice Mann

Alice Mann

Operating Partner, Human Capital, Blue Wolf Capital Partners

Dr. Alice Mann is an Operating Partner at Blue Wolf Capital Partners LLC. The Blue Wolf Capital Funds are a family of private funds which focus on transformational investments in middle market companies. For over 20 years, Dr. Mann has advised senior… Read full bio

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

Steve is a Senior Vice President for Audax Private Equity where he leads Portfolio Human Capital. Previously, he was the Talent Partner at Kodiak Venture Partners. Steve also worked in the executive search industry at Korn Ferry and Russell Reynolds,… Read full bio
Kate Migliaro, Apollo Global Management

Kate Migliaro

Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

Ms. Migliaro is a US Army Veteran with 5 years active duty experience in the Military Police Corps. During her service, Ms. Migliaro deployed to both Iraq and Afghanistan supporting and building local national law enforcement capabilities. She was aw… Read full bio
Adam Miller, The Riverside Company

Adam Miller

Consultant, Global Talent Management, The Riverside Company

Adam J. Miller is the Founder and Managing Partner of HYGGE Capital Partners. Adam has over a decade of human capital experience with top-tier financial firms and the proven ability to help domestic and international companies maximize organizational… Read full bio

Michael Monagle

Principal, Portfolio Operations, Providence Equity

Mike Monagle is a principal at Providence Equity Partners focused on portfolio operations. Before joining Providence, Mr. Monagle was vice president of operations at Catalant Technologies, where he started and ran the solutions business including pro… Read full bio
Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Melissa joined GTCR in 2019 as a Managing Director, Leadership Talent & Diversity and manages the identification and recruitment of Leaders StrategyTM CEOs and management teams. Prior to joining GTCR, Melissa was the Principal of Human Capital at… Read full bio
Angela Nalwa, HR Transformation Solution Leader

Angela Nalwa

Managing Director, HR Transformation Solution Leader

Angela is a HR Strategy and Transformation leader with over 25 years of experience advising clients on transformational change to meet their business objectives, while optimizing the delivery of HR services to their employees. Angela prepares organiz… Read full bio
Michelle Nasir, Arsenal Capital Partners

Michelle Nasir

Chief Talent Officer, Arsenal Capital Partners

Michelle Nasir is Arsenal Capital Partners Chief Talent Officer (CTO). Michelle’s expertise includes M&A due diligence, executive coaching, succession and transition planning, senior team effectiveness, organization assessment, and diversity stra… Read full bio
Howard Reba_WP_2019_Speaker

Howard Reba

Head of Portfolio Finance, CI Capital Partners

Howard Reba is the Head of Portfolio Finance and joined CI Capital Partners in 2019. Previously, Howard served as a Finance Operating Partner at Marlin Equity Partners, a global private equity firm. Prior to joining Marlin, Howard served as the CFO o… Read full bio
Ann Ruble, Two Sigma Impact

Ann Ruble

Operating Partner, Two Sigma Impact

Ann is an Operating Partner at Two Sigma Impact. Ann joined Two Sigma in 2001. She has spent her career focused on building human capital capabilities across high-growth finance and technology companies. Prior to her current role, Ann served as an Op… Read full bio
Tim Sanders, Upwork

Tim Sanders

Vice President of Customer Insights, Upwork

Tim leads customer insights at Upwork where he helps enterprises transform how they work through adoption of on demand talent solutions. He began his career as an early stage member of Mark Cuban's broadcast.com and, once acquired, he became the chie… Read full bio
Katie Solomon, Genstar Capital

Katie Solomon

Managing Director, Talent Management, Genstar Capital

Katie Solomon is Managing Director, Talent Management at Genstar Capital. She works across the firm’s portfolio to help drive growth through the identification, assessment and acquisition of talent. Katie brings experience in recruiting, investor rel… Read full bio
Debra Somers, Warburg Pincus

Debra Somers

Director, Portfolio Recruitment, Warburg Pincus

Debra Somers is based in New York, joined Warburg Pincus in 2019 and is a Director of Portfolio Recruitment, focused on senior level recruiting best practices for U.S. based portfolio companies. Prior to joining Warburg Pincus, Mrs. Somers was the He… Read full bio

Michael Song

Managing Director, Portfolio Operations, Providence Equity

Michael Song is a managing director focused on portfolio operations and is based in our Providence office. Prior to joining Providence in 2010, Mr. Song worked at RSA, the security division of Dell EMC. Prior to joining Dell EMC, Mr. Song was a consu… Read full bio
Adam Stein

Adam Stein

Founding Partner, LightBay Capital

Bio coming soon...

Glenn Stevens

Partner, Talent Management, Apollo Global Management

Glenn Stevens is a Partner, Talent Management at Apollo Global Management focused on management team and board construction for Apollo's portfolio companies. Previously he was the Head of Talent Management at L Catterton, the largest consumer-focused… Read full bio
Atta Tarki, ECA Partners

Atta Tarki

CEO and Managing Director, ECA Partners

Bio coming soon...
Brad Wilsted, Blue Ridge Partners

Brad Wilsted

Co-founder and Senior Managing Director Blue Ridge Partners

Brad is a co-founder of Blue Ridge Partners and currently leads the firm’s Healthcare Practice. Brad has over 25 years of experience as a consultant and corporate executive and has advised over 150 companies across multiple industries on revenue grow… Read full bio

2021 Sponsors

PEI’s Annual Operating Partner Forums unite private equity operating partners and value creation experts. This intersection of individuals provides service providers with unique and customized programs to engage in thought provoking content discussions and provides numerous opportunities to connect in one-on-one discussions, roundtable events, and various other networking activities.

To explore how your firm can take a prominent leadership position, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.