Driving human capital as a key value creation lever

The Operating Partners Human Capital Forum will bring 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 will 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.

 

 

Highlights for the Forum include:

» Human capital best practices adopted during this year’s crisis

» Transitioning to a virtual workforce

» What will the future role of the human capital operating partner look like?

» Utilizing the hottest technology & state of the art resources for talent acquisition, assessment & development

» Performance improvement through people: goals, incentives, and compensation

» What tools have you effectively used to analyze team dynamics?

» Leadership assessments: getting leadership right and understanding governance as a key lever for value creation

 

» Workforce analytics: quantifying the impact/ROI of human capital

» Leading organizations and people through significant change

» Understanding and transforming culture when needed

» How is AI affecting and going to affect recruiting and developing talent?

» Diversity and inclusion workforce best practices

» People assessment best practices during the due diligence phase

» Profit through people: what recruiting processes are generating returns?

Featured speaker

Kara Helander
Managing Director
Chief Inclusion and Diversity Officer
The Carlyle Group

 

Kara Helander is a Managing Director and Chief Inclusion and Diversity Officer. She is based in Washington, DC.  Prior to joining Carlyle, Ms. Helander was a Managing Director at BlackRock where she led the firm’s global inclusion and diversity, and philanthropy initiatives. Harvard Business School profiled those efforts she directed in the case study, “BlackRock: Diversity as a Driver of Success”.

 

2020 Speakers include:

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Why attend?

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

Operating Partners Forum: Asia
Join the leading PE operating specialists in human capital in North America

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

This event is included with the Operating Partners Forum: Virtual Experience

The Operating Partners Forum: Virtual Experience 2020 on October 14-16 is the single largest event in the world specifically dedicated to anyone concerned about private equity portfolio operational assessment and value creation.

 

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

*Please Note: All session times listed are Eastern Daylight Time (EDT)

Day 1
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Agenda

Day 1 - Wednesday 14th

Invitation-only think tank
09:30 - 10:25

Human capital operating partners think tank (invitation-only)

Kelly Carlson, Dayton Ogden

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 in human capital. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room.

 

Room 1
Facilitators:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Dayton Ogden, Head of Talent and Recruiting, Summit Partners

Room 2
Facilitators:
Alice Mann, Operating Partner, Blue Wolf Capital Partners
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Group

A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Read bio
A speaker photo for Dayton Ogden

Dayton Ogden

Head of Talent and Recruiting, Summit Partners

Read bio
Operating Partners Human Capital Forum: Plenary sessions
10:25 - 10:30

PEI’s welcome and opening remarks

10:30 - 11:10

Talent recruitment best practices in the post COVID-19 world and beyond

Melissa Mounce
  • Recruiting talent during and after COVID-19: how companies will recruit talent differently from different parts of the world
  • Transitioning to virtual workforce recruitment: utilizing the hottest technology & state of the art resources for talent acquisition, assessment & development
  • How AI and big data can help you win the talent war
  • Profit through people: what recruiting processes are generating returns
  • What is the biggest hinderance to recruiting top tier talent in your portfolio companies nowadays?
  • Evaluating and selecting search firms
  • What levels in the organization does your PE firm get involved in talent and leadership selection?

Panelists:
Sean Dougherty, Vice President, Talent and Operations, Inverness Graham Investments
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Melissa Mounce, Managing Director, Leadership Talent, GTCR

A speaker photo for Melissa Mounce

Melissa Mounce

Managing Director, Leadership Talent, GTCR

Read bio
11:10 - 11:50

A spotlight on culture — critical steps for PE firms and their portcos to successfully execute strategy

Ted Bililies, Doron Grosman, Ann McCloskey
  • Getting smart about cultural assessments: using today’s tools during the due diligence and post deal periods
  • Grasping the complex interplay between leadership, talent, corporate culture, and investment strategy
  • What beliefs, values, and behaviors should senior leaders embody to transform cultures
  • Assessing leaders’ speed and ability in executing strategy defined by the PE sponsor
  • Understanding which elements of a company’s culture should be sustained and which must change to support the investment thesis
  • Understanding forces and trends that are transforming businesses in a digital and virtual world

Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners

Panelists:
Doron Grosman, President and CEO, Global Container Terminals
Ann McCloskey, Operating Principal, Accel-KKR

A speaker photo for Ted Bililies

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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A speaker photo for Doron Grosman

Doron Grosman

President and CEO, Global Container Terminals

Read bio
A speaker photo for Ann McCloskey

Ann McCloskey

Operating Principal, Accel-KKR

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Functional breakouts I
11:50 - 12:20

Track 1: Transitioning to a virtual workforce: leveraging unified communications

Natalie Ings
  • What is unified communications and why it is important
  • The future of work: understanding how to take an onsite workforce and put them in ideal conditions to work remotely via virtual platforms
  • How portfolio company executives are working/communicating in the current environment and what works best
  • Operating partner stories: how to help manage your portfolio via cloud communications
  • Cloud communications in a global, mobile workplace: integration with core cloud business systems
  • How can your PE firm and portfolio companies best leverage these technologies to improve communications and operations while also cutting costs?

Panelists:
John Broderick, Operating Partner, Argosy Private Equity
Natalie Ings, Managing Director, Portfolio Solutions, Lightyear Capital

A speaker photo for Natalie Ings

Natalie Ings

Managing Director, Portfolio Solutions, Lightyear Capital

Read bio
11:50 - 12:20

Track 2: Workforce analytics: uncovering initiatives in people data science

Merche del Valle, Elizabeth Wallace
  • Key perspectives in understanding the role of data in a post pandemic world
  • Utilizing workforce analytics to quantify performance improvement across the portfolio: what tools have you used to effectively analyse team dynamics and make comparisons of management capability across your assets
  • Innovations in “people data science” to uncover hidden patterns in data to make you reconsider how you pay, retain, incentivize, and engage your employees
  • People assessment best practices during the due diligence phase
  • Leadership assessments: getting leadership right and understanding governance as a key value creation lever

Panelists:
Merche del Valle, Managing Director and Chief Talent Officer, Grain Management
Elizabeth Wallace, Head of Portfolio Talent, Hg

A speaker photo for Merche del Valle

Merche del Valle

Managing Director and Chief Talent Officer, Grain Management

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A speaker photo for Elizabeth Wallace

Elizabeth Wallace

Head of Portfolio Talent, Hg

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Functional breakouts II
12:20 - 12:50

Track 3: Tackling diversity and inclusion at your portfolio companies

Kerensa Butler, Kara Helander
  • What is holding PE back from achieving diversity?
  • What are you doing at your companies to tackle diversity and open dialogue? What specific initiatives/programs have you taken that were successful?
  • How are companies leveraging data to augment their efforts with portfolio companies?
  • KPIs for diversity: measuring effectiveness
  • Diversity and leadership: what can be done better? How are you thinking about diversity of boards?

Moderator:
Kerensa Butler, National Pride Employee Network Group (ENG) Leader, Partner, RSM

Panelists:
Kara Helander, Managing Director, Chief Inclusion and Diversity Officer, The Carlyle Group

 

A speaker photo for Kerensa Butler

Kerensa Butler

National Pride Employee Network Group (ENG) Leader, RSM

Read bio
A speaker photo for Kara  Helander

Kara Helander

Managing Director, Chief Inclusion and Diversity Officer, The Carlyle Group

Read bio
12:20 - 12:50

Track 4: Exploring talent growth opportunities within carve-out deals internationally

Todd Goffman
  • Uncovering the top challenges associated with carve-outs in onboarding and keeping talent on an international scale
  • Looking at roadblocks when onboarding new employees in countries where their company does not have an established entity and isn’t registered to run payroll
  • How to cut down complexity and notorious lag time while staying compliant

Presenters:
Todd Goffman, General Counsel, Globalization Partners
Christopher Kim, Senior Vice President, Platinum Equity

A speaker photo for Todd Goffman

Todd Goffman

General Counsel, Globalization Partners

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Operating Partners Human Capital Forum: Plenary session
12:50 - 13:20

How to recruit brilliant CFOs, and unleash the CFO-CEO-OP partnership

Achi Yaffe
  • What makes an ideal private equity CFO?
  • How has the portfolio company CFO role evolved?
  • Identifying and attracting in-demand CFOs
  • Setting CFOs up for success
  • Succeeding in the matrix: the CFO-CEO-OP partnership

Moderator:
Kevin O’Neill, Managing Partner and Co-Lead, Private Equity Practice, Acertitude

Panelists:
Kristin Brown Patrick,
Senior Operating Partner, Human Capital, New State Capital Partners
Achi Yaffe, Managing Director, Portfolio Operations, GI Partners
Arthur Zuckerman,
Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners

A speaker photo for Achi Yaffe

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

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Invitation-only women’s lunch
12:50 - 13:50

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

Tracey Abbott, Melissa Dickerson, Leslie Nielson

This closed-door session will explore what it’s like being a woman in PE & 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 company 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 & VC

Facilitators:
Tracey Abbott, Industry Value Creation, Portfolio Operations, Partners Group
Melissa Dickerson, Chief Financial Officer & Managing Director, Operations, Genstar Capital
Leslie Nielson, Managing Director, Alvarez and Marsal 

Sponsored by:


A speaker photo for Tracey Abbott

Tracey Abbott

Industry Value Creation, Portfolio Operations, Partners Group

Read bio
A speaker photo for Melissa Dickerson

Melissa Dickerson

Chief Financial Officer and Managing Director, Operations, Genstar Capital

Read bio
A speaker photo for Leslie Nielson

Leslie Nielson

Managing Director, Alvarez and Marsal

Read bio
Virtual networking
13:20 - 13:50

Virtual networking lunch

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


View the Operating Partners Forum: Virtual Agenda

 

Partner with the Forum

PEI’s 10th Annual Operating Partners Forum unites 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.

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Resources from the Operating Partners Forum

View the below resources to get a sense of what will be discussed at the Operating Partners Human Capital Forum on October 14.

Discover best practices and ideas at a critical time for portfolio valuations at the industry’s first 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 Operating Partners Virtual Forum will work with your host.

Available from anywhere & on-demand for up 6 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 100 + 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 6 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 Virtual Forum, you get an active virtual community.

Take advantage of these benefits:

  • Attendee and Operating Partner directories: Use our searchable directory of our delegates, 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: Pre-schedule multi-person video conferences or one on one type meetups, allowing you to connect and talk about topics of interest.

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

Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers. You get all these features without ever stepping outside your front door. A searchable keyword index helps attendees you find the exhibitors and sponsors who are most relevant.

Other features include:

  • Virtual tradeshow: See what solutions and ideas exhibitors and sponsors provide to help you better serve your employees and your members.
  • Automated reminders
  • Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.

 

Speakers

Tracey Abbott

Industry Value Creation, Portfolio Operations, Partners Group

Tracey Abbott leads the Americas Industry Value Creation (portfolio operations) Consumer Goods and Retail team at Partners Group, an $92 B Assets under management private equity firm. She sits on three boards, ranging from food co- manufacturing to r… Read full bio

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

• Internationally recognized expert on leadership and organization development • Founded AlixPartners’ transformative leadership practice in 2014, advising global CEOs, their boards, and private equity investors • Serving nearly three decades as a bu… Read full bio

Kerensa Butler

National Pride Employee Network Group (ENG) Leader, RSM

As a member of RSM’s national private equity leadership team since 2006, Kerensa guides our strategic efforts across the Southeast region to serve private equity groups and their portfolio companies within a holistic client experience model. She is t… 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

Merche del Valle

Managing Director and Chief Talent Officer, Grain Management

Merche del Valle is a Managing Director and the Chief Talent 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, assess, recruit,… Read full bio

Melissa Dickerson

Chief Financial Officer and Managing Director, Operations, Genstar Capital

Melissa Dickerson is the Chief Financial Officer and Managing Director, Operations of Genstar Capital, responsible for finance & accounting, regulatory compliance, risk management, technology and administration. She joined Genstar in 2004. During… Read full bio

Todd Goffman

General Counsel, Globalization Partners

Todd Goffman joined Globalization Partners in January 2020. He has more than 24 years of legal experience, including nearly 20 years as General Counsel of innovative, growth private and public companies, in addition to expertise in human resources, f… Read full bio

Doron Grosman

President and CEO, Global Container Terminals

Doron Grosman is the President and Chief Executive Officer of GCT Global Container Terminals Inc., with operations in Vancouver BC, Bayonne NJ and Staten Island NY. Doron is a seasoned multi industry executive with experience in a variety of C-suite… Read full bio

Kara Helander

Managing Director, Chief Inclusion and Diversity Officer, The Carlyle Group

Kara Helander is a Managing Director and Chief Inclusion and Diversity Officer. She is based in Washington, DC. Prior to joining Carlyle, Ms. Helander was a Managing Director at BlackRock where she led the firm’s global inclusion and diversity, and p… 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

Ann McCloskey

Operating Principal, Accel-KKR

Ann McCloskey is Operating Principal with Accel-KKR. Accel-KKR is a private equity firm with $9BN in assets focused on high growth software and technology enabled businesses. Ann’s primary focus areas are executive team effectiveness, executive searc… Read full bio

Melissa Mounce

Managing Director, Leadership Talent, GTCR

Melissa joined GTCR in 2019 as a Managing Director—Leadership Talent 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 Baird Capital. S… Read full bio

Leslie Nielson

Managing Director, Alvarez and Marsal

Leslie Nielson is a Managing Director with Alvarez & Marsal in New York, leading our dedicated Human Capital M&A transaction advisory practice. Leslie has over 20 years of consulting experience dedicated to supporting pre-acquisition due dili… Read full bio

Dayton Ogden

Head of Talent and Recruiting, Summit Partners

Dayton works with Summit’s portfolio companies and investment teams to identify and recruit high-impact senior executives and board members. Prior to Summit, Dayton ran the CTPartners practice serving venture capital and growth equity clients and the… Read full bio

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

Achi Yaffe is Managing Director, Portfolio Operations at GI Partners. Mr. Yaffe currently serves on the boards of Flexential and Consilio. Prior to joining GI Partners, he served as Principal for Lee Equity Partners helping portfolio companies develo… Read full bio

Elizabeth Wallace

Head of Portfolio Talent, Hg

Elizabeth Wallace is the Head of Portfolio Talent at Hg and is responsible for ensuring outstanding talent continues to be hired and supported in our portfolio companies. Before joining Hg in 2019, Elizabeth worked at BlackRock, the world’s largest a… Read full bio
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