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?

» How to bring in tech talent that can help companies adapt and subsequently innovate

» People assessment best practices during the due diligence phase

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

2019 Speakers included:

View all speakers
View all speakers

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 co-located with the Operating Partners Forum: New York

The Operating Partners Forum: New York 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.



View the below to explore 2019’s agenda, packed full with insightful panel discussions and powerful networking breaks for the leaders in human capital value creation.

For speaking opportunities for 2020, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Day 1
View agenda page


Day 1 - Thursday 17th

Operating Partners Human Capital Forum New York 2019
13:15 - 14:00

Networking luncheon

14:00 - 14:05

Chairman’s welcome

Rick DeRose, Co-Founder and Managing Partner , Acertitude

14:05 - 14:45

Big data & workforce analytics: looking at the future of human capital with AI on the horizon

• How is AI affecting and going to affect recruiting and developing talent?
• Utilizing workforce analytics to quantify performance improvement across the portfolio
• What tools have you effectively used to analyze 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 and engage your employees
• Utilizing big data to help you win the war for talent

Ann McCloskey, Operating Principal, Accel-KKR

John Broderick,
Operating Partner, Argosy Private Equity
John Ouren,
Operating Partner, STG Partners
Amin Venjara, Vice President & Chief Product Owner, DataCloud, ADP
Elizabeth Wallace, Head of Portfolio Talent, Hg

14:45 - 15:20

Key players in leading the digital revolution in private equity

• Finding brilliant digital leaders fast
• Key players: leveling up tech know-how across the operating team and portco leadership team
• Operating model – executing digital initiatives and successfully incorporating digital into your playbook by relying on multiple vendors, technologies, solutions, and partners
• Best practices for activating a pool of experts to support your operating partners to shape the portco journey and unlock EBITDA opportunities
• How to leverage your pool of experts to shape the engagement/operating model and create the right incentive scheme to avoid conflicts with the teams
• Digital diagnostic – merging the power of an assessment with the effectiveness of a SWAT team able to quickly link problems & opportunities with new digital capabilities

Kevin O’Neill, Co-Founder and Managing Partner, Acertitude

Fred Bentley,
President & CEO, DexKo Global
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Suraj Ramdas, Director, Portfolio Company Management, BlueMountain Capital
Casey Rovinelli, Growth Director, Portfolio Companies, OMERS Ventures

15:20 - 15:30

Networking break

15:30 - 16:05

Global human capital operations: best strategies for taking your portfolio operations global

• Portfolio company expansion: support low head count in multiple countries
• Risk-management strategy: employment contracts designed to mitigate exposure to risk
• Cross-border benefits: offering locally appropriate benefits packages to maximize employee retention post deal close
• Help your portfolio companies negotiate with candidates in any country where they find employees
• Engage a team in any country where your portfolio company wants to hire employees
• Cross-border M&A best practices from a human capital perspective

Bob Cahill, Chief Financial Officer, Globalization Partners

Brittany Blumenthal, Vice President of People Operations, Reorg
Christopher Kim, Senior Vice President, Platinum Equity
Leslie Nielson, Managing Director, Alvarez & Marsal
Ken Rodi, Operating Partner, Wincove Private Holdings

16:05 - 16:45

What makes a great human capital operating partner?

• What will the future role of the human capital operating partner look like – looking at the emerging role of the chief talent officer
• How do you provide the most value in your HR operating partner role? When does your firm engage the human capital operating partner and for what?
• Looking at prerequisites, backgrounds, and skill sets that enable success in the role
• Are you involved in strategy around succession planning, compensation, and management incentives?
• How are you thinking about diversity and diversity of boards?
• How do you use external consultants?

Melissa Mounce, Managing Director – Leadership Talent, GTCR

David Cohen,
Managing Director, Human Capital, Kelso & Company
Saydeah Howard
, Chief Talent Officer, IVP
Ann McCloskey, Operating Principal, Accel-KKR
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners

16:45 - 16:50

Closing remarks and end of conference

Partner with the Forum

The Operating Partners Human Capital Forum 2020 will offer a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity value creators across two days of sessions.

For exclusive sponsorship packages for 2020, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.


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 15.