The value creation event for alternative asset classes

Europe’s largest event aimed at driving value within private equity-owned companies returned to London for 2021.

Attendees discussed how to deal with the downturn and return to growth post-crisis. Experienced operating partners and C-level executives explored how they continued to deliver value creation strategies, create top-line growth and drive EBITDA improvement in their portfolio.

The event provided extensive opportunities for attendees to connect with peers through one-to-one meetings, group discussions, and think tanks.

Benefits of attending

Create the most operationally efficient portfolio companies

Hear first-hand perspectives on how to further develop your operational efficiencies by looking at successful models.

Network with top value creators

Meet with the largest community of European operational experts in one place over 2 days.

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

2021 Featured speakers included...

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Hear from value creation leaders

View the agenda for an exclusive look at the Forum. Discussion topics included:

  • How digital transformation can give PE firms a competitive edge
  • Why addressing diversity is a business imperative
  • Data science and advanced analytics in private equity
  • Why integrating ESG into value creation plans is now a necessity
  • And much more…

View the agenda

Firms that have attended the Forum include:

3i Group
Actis Capital
Advent International
Anchorage Capital
Apax Partners
Apis Partners
APS Advisory
August Equity
BC Partners
Blue Ridge Partners
Bronzegate
Cairngorm Capital Partners
CDPQ
Capvis
Cairngorm Capital
Cinven
Coller Capital
CVC Foundation
Dalmore Capital
DBAY Advisors
Deloitte
DPI
ECI Partners
Efficio
EMERAM Capital Partners
EQT Partners
ESDEC
ESO Capital
Eurazeo
Falco Enterprises
Frog Capital
Gilde Buy Out Partners
Globalization Partners
Graphite Capital
HBF Solutions
Hg
Horizon Capital
Inflexion
Insead
Intermediate Capital Group (ICG)
Investcorp
Keen Venture Partners
KKR
LDC
Limerston Capital
Livingbridge
Maestro by Accordion
Maine Pointe
Mayfair Equity Partners
Metro
Mid Europa Partners
Mobeus Equity Partners
Montagu Private Equity
Morphosis Capital
Nordic Capital
Norvestor Equity
OMERS Private Equity Europe
Ontario Teachers' Pension Plan
PAI Partners
Palatine Private Equity
Partners Group
Penta Investments
Phoenix Equity Partners
Sigma Catalyst Partners
Silver Lake
Summit Partners Credit Advisors
Sun European Partners
Technology Crossover Ventures
Trill Impact
Triton Partners
Verdane Capital
Vitruvian Partners
Wendel

What past attendees are saying

David Bryan

Managing Partner & CEO, BM&T

This is now the must-attend event for Operating Partners in the UK if not Europe. An excellent opportunity to catch up with the latest thinking and to network w…

Read full testimonial

Benjamin Bach

Partner, E2T Capital

Good forum, practical, a wealth of know-how sitting in the room and straight to the point

Charlotte Gregson

Comatch, Managing Director UK

The forum is a great environment to connect with familiar faces, meet new people and discuss topical issues facing the industry

One click access to value creation expertise from the safety of your workspace

Our purpose-built event platform provides you with a number of way to network. Attendees get year-round access to the event platform. Set up your meetings ahead of time, as well as continue conversations and make connections after the forum has ended.

The virtual networking experience

1

Search for business opportunities.

Filter individual profiles and decide who you want to meet based on company type, sector or region.

2

Get maximum visibility.

Send a direct message that goes straight to the recipient’s corporate email as well as their inbox on the platform.

3

Schedule video meetings.

Meet with speakers or attendees of individual agenda sessions through the main agenda.

4

Reach out and make new connections.

Attendees have access for 12 months to the operating partner community.

Hear from leading operating partner professionals

Discover how your peers are responding to the impact of the pandemic and discover business priorities for 2021.

Access 16 hours of interactive content from 100 speakers across the two days. Watch keynote interviews, panel discussions, debates and much more.

With the online platform you can:

  • Create your own daily agenda so you don’t miss a meeting or a key session
  • Take part in the sessions through speaker Q&A and live polling
  • Watch any sessions you missed at a later date. All sessions will be available on-demand

Explore the sponsor exhibition

Explore the virtual exhibition hall and chat with sponsors to discover solutions to your business concerns.

Through the platform you can:

  • Visit the virtual exhibition booth to discover the range of solutions available to help you better serve your customers
  • Interact with the exhibitors you can request more information with the click of a button or arrange a meeting to discuss the products and services in more detail

View the 2021 agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 16th

Plenary
07:45 - 08:30

Registration

08:30 - 08:35

Introduction from PEI

08:35 - 08:45

Chairpersons opening remarks

David Cooper
A speaker photo for David Cooper

David Cooper

Founding Partner, Cooper Limon

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08:45 - 09:15

The evolution of value creation in an economy that has been fundamentally shifted

Neil McFerran, Kristine Janhunen, Jérôme Losson, Tony O'Carroll, Alan Roux
  • How has investment strategy and type of company being invested in changed? What is the knock-on impact on operating partners?
  • Have economic disruption and lockdowns impacted how much PE firms engage with external advisors?
  • How has C19 flexed the people agenda on value creation, has it changed the skillset you look for in C-Suite over the last 2-3 years
  • How has remote working impacted delivery if VC theses? What have you learnt that compensates for the lack of personal face to face connectivity
  • To what extent has the speed of evolution of operating teams increased in the past 18 months?
  • Has the profile of full-time operating partners been enhanced?

Moderator: Neil McFerran, Partner, EY

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Neil McFerran

Partner, EY

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A speaker photo for Kristine Janhunen

Kristine Janhunen

Chief People Office, Generate Capital

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A speaker photo for Jérôme Losson

Jérôme Losson

Partner, Head of Operations Team - BC Partners

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Tony O'Carroll

Tony O'Carroll

Head of Investment-Ops Team and Managing Director, SVPGlobal

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A speaker photo for Alan Roux

Alan Roux

Operating Partner, CVC Capital Partners

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09:20 - 10:00

The common characteristics of rapidly growing businesses

Jim Corey, Urs Casagrande, Sabine Fischer, Bjørn Ruwald

–  What do faster growing companies do to accelerate their growth and outperform their peers?

–  How do they embed these characteristics in their organization?

–  What are some examples of how PE firms transformed commercial organizations?

–  How did these changes impact the valuation of the business?

Facilitator: Jim Corey, Managing Partner, Blue Ridge Partners

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Jim Corey

Managing Partner, Blue Ridge Partners

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A speaker photo for Urs  Casagrande

Urs Casagrande

Lead Operator - Products & Goods, Partners Group

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A speaker photo for Sabine  Fischer

Sabine Fischer

Member of Management Board/Chief Markets Chief Markets and Revenue Officer, Aareon Group

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A speaker photo for Bjørn  Ruwald

Bjørn Ruwald

Managing Director, Co-Head, KKR Capstone Europe

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10:00 - 10:40

Making the “Magic Quadrant” work: How the Private Equity Deal Partner, Operating Partner, CEO & Board can work together to deliver ambitious value creation plans in complex private equity deals

Michael Weyrich, Ralph Friedwagner, Celine Infeld, George Moss, Shashank Samant, Jim Strang

• Developing value creation plans with real impact driving operational and financial performance
• Defining the roles of all four members of the Quadrant and why every situation is different
• How Deal Partners, Operating Partners and CEO’s can set a framework and governance for success
• How the CEO and Board can drive the effort and get the organisation to support and deliver the value creation plan
• How Operating Partners can work most effectively with each member of the Quadrant and external Advisors to deliver real impact and value
• War stories and situations where the Quadrant works well and where it does not and how to turn around challenging situations

Moderator: Michael Weyrich, Senior Managing Director, FTI Consulting

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Michael Weyrich

Senior Managing Director, Business Transformation, FTI Consulting

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A speaker photo for Ralph Friedwagner

Ralph Friedwagner

Managing Director and Operating Partner, CDPQ London

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A speaker photo for Celine Infeld

Celine Infeld

Operating Partner, Investcorp

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A speaker photo for George Moss

George Moss

Partner , ECI Partners

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A speaker photo for Shashank  Samant

Shashank Samant

President & CEO, GlobalLogic

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A speaker photo for Jim Strang

Jim Strang

Chairman of the Board, Hg Capital

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10:40 - 11:00

Fireside chat: Tech & Value Creation

Yawar Murad, Albert Vazquez-Agusti

Facilitator: Yawar Murad, Managing Director, Alvarez & Marsal
in conversation with Albert Vazquez, Operating Partner, Sway Ventures

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Yawar Murad

Managing Director, Alvarez & Marsal

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A speaker photo for Albert Vazquez-Agusti

Albert Vazquez-Agusti

Partner, Sway Ventures

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11:00 - 11:30

Coffee & networking

Plenary
11:30 - 12:00

Developing a value creation plan for carve-outs

Mo Habbas, Riccardo Basile, Filippo Pozzi, Victor Vadaneaux
  • Why carveouts lend themselves to significant improvements
  • Developing a value creation strategy during due diligence
  • The importance of negotiating a detailed Transition Service Agreement
  • Making a 100-day plan once your foot is in the door

Moderator: Mo Habbas, Managing Director, Alix Partners

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Mo Habbas

Managing Director, Alix Partners

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A speaker photo for Riccardo  Basile

Riccardo Basile

Principal, Permira

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A speaker photo for Filippo Pozzi

Filippo Pozzi

Investment Director - Performance Improvement, Antin Infrastructure Partners

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Victor Vadaneaux, Cairngorm Capital

Victor Vadaneaux

Chair, NED, Operating Partner

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12:00 - 12:30

Pricing: the most critical lever underpinning all growth plans

Mark Billige, Mark Fulford
  • Why awareness of and mastery of pricing as a value creation lever must be front and centre for portfolio teams
  • How pricing underpins any growth plan/framework (including driving new logo acquisition, up-/cross-sell, churn prevention etc.)
  • How to create a roadmap to capture and evolve pricing mastery over the immediate, mid- and long-term horizons
  • How to embed pricing mastery as a core organisational capability

Mark Billige, CEO, Simon-Kucher & Partners
in conversation with:
Mark Fulford
, Head of Portfolio Growth, Hg

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Mark Billige

CEO, Simon-Kucher and Partners

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Mark Fulford

Head of Portfolio Growth, Hg

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12:30 - 13:00

How to address technological challenges during carve outs

Ashok Kumar Srinivasan, Stephen Craig, Robert Hogg, Lisa Weaver-Lambert
  • Data Separation: managing data in M&A transactions for Separation
  • Zero TSA or reduction of TSA period to avoid lengthy, cumbersome & costly technology TSAs
  • Day 1 transition without business disruption
  • Digital Deal separation execution with digital platforms

Moderator: Ashok Kumar Srinivasan, Project Manager, Wipro

A speaker photo for Ashok   Kumar Srinivasan

Ashok Kumar Srinivasan

Senior Manager - Technology in M&A and Divestitures, Wipro

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A speaker photo for Stephen Craig

Stephen Craig

Managing Partner, Alysian

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A speaker photo for Robert  Hogg

Robert Hogg

Chief Executive Officer, Black Marble

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A speaker photo for Lisa Weaver-Lambert

Lisa Weaver-Lambert

Data and Digital Director, Independent

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13:00 - 14:00

Lunch

Functional Breakouts: Stream A
14:00 - 14:35

Optimising sales for the hybrid world

Moti Shahani, Christian Atherton, Harshavardhan Ramanan, Tanya Thompson

– What should the sales organisation look like, now that buyers and sellers are working in hybrid office / home set-ups?
– How should field, virtual and digital sales work together to grow revenue?
– How should the new sales model be led, managed and measured?

Moderator:  Moti Shahani, Managing Director, Blue Ridge Partners

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Moti Shahani

Managing Director, Blue Ridge Partners

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A speaker photo for Christian Atherton

Christian Atherton

Managing Director, PAI Performance Group, PAI Partners

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A speaker photo for Harshavardhan Ramanan

Harshavardhan Ramanan

Investment Director, LDC

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A speaker photo for Tanya Thompson

Tanya Thompson

Managing Director, Portfolio Operations, BC Partners

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14:35 - 15:10

Expanding PE backed businesses internationally

Sam Perry, Zena Ajala, Séverine de Wulf, Marc Stoneham

– Exploring talent growth opportunities and challenges within carve-out deals
– How not to let the onboarding of new employees slow you down
– Examples of successful expansions in PE backed businesses and reasons for success

Moderator:  Sam Perry, Director, Strategic Alliances – Private Equity, Globalization Partners

A speaker photo for Sam  Perry

Sam Perry

Director of Strategic Alliances & Private Equity, Globalization Partners

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A speaker photo for Zena  Ajala

Zena Ajala

Vice President - Carve Out Specialist , Apax Partners

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A speaker photo for Séverine de Wulf

Séverine de Wulf

Managing Director, PAI Performance Group, PAI Partners      

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A speaker photo for Marc Stoneham

Marc Stoneham

Partner, Development Partners International

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15:10 - 15:45

Accelerating valuation through the go-to-market lever

Marc Metzner, Lewis Bantin, James Bagan

– Prioritising your growth buyers and their new buyer journeys
– Leveraging the right mix of customer-facing roles and ways to reach them
– Driving GTM change early enough to significantly impact valuation

Moderator: Marc Metzner, Vice President, Alexander Group

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Marc Metzner

Vice President, Alexander Group

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A speaker photo for Lewis  Bantin

Lewis Bantin

Partner, ECI Partners

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A speaker photo for James Bagan

James Bagan

Operating Partner, Frog Capital

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15:45 - 16:20

Using digital and analytical tools to enhance procurement savings

Nigel Miers, Ben Farn, Jamie Loder

– What digital tools are available?
– Having a cross portfolio view of procurement
– Using expert advisors vs. having your own inhouse expertise

Moderator: Nigel Miers, Director/Founder, Procurement Advantage

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Nigel Miers

Director/Founder, Procurement Advantage

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A speaker photo for Ben  Farn

Ben Farn

Engagement Director, The Retearn Group

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A speaker photo for Jamie Loder

Jamie Loder

Director -Private Equity, 4C

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Functional Breakouts: Stream B
14:00 - 14:35

Digital and Talent: why a tech transformation plan needs to prioritize people first

Paul Kelly, David Jones, Christopher Parmo, Andros Payne

– Ensuring management teams are capable of delivering
– How to highlight and address issues with tech expertise
– Case studies where the management team has been transformed in terms of tech expertise

Moderator: Paul Kelly, Managing Director, Alix Partners

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Paul Kelly

Managing Director, AlixPartners

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A speaker photo for David  Jones

David Jones

Operating Partner, Pollen Street Capital

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A speaker photo for Christopher Parmo

Christopher Parmo

COO/CFO, Verdane

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A speaker photo for Andros  Payne

Andros Payne

Managing Partner and Founder, Humatica

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14:35 - 15:10

Data science and advanced analytics in private equity

Carmela Mendoza, Duncan Ramsay, Steve Jones, Lisa Weaver-Lambert

– To what extent are data and AI becoming embedded in value creation plans?
– Do firms need inhouse data science expertise?
– Practical tips to avoid drowning in useless data

Moderator: Carmela Mendoza, Senior Reporter, Private Equity International

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Carmela Mendoza

Senior Reporter, PEI

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A speaker photo for Duncan Ramsay

Duncan Ramsay

Partner, ECI Partners

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A speaker photo for Steve Jones

Steve Jones

Growth Acceleration Team, Livingbridge

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A speaker photo for Lisa Weaver-Lambert

Lisa Weaver-Lambert

Data and Digital Portfolio Executive

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15:10 - 15:45

The future of technology and digital initiatives in working with your portfolio companies

Shahbaz Alam, Rachael Holtzberg, Josephine Hus, Gregory Salinger

– Using technology to make your processes and businesses more efficient in the current environment and in the years to come

– Looking at the overlap of tech with other functions in the company (sales, customer support, etc.)

– Understanding the challenges around web-enablement and changes in consumer behaviour

Moderator:  Shahbaz Alam, Worldwide Technical Lead, Private Equity, AWS

A speaker photo for Shahbaz  Alam

Shahbaz Alam

Worldwide Technical Lead, Private Equity, AWS

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A speaker photo for Rachael Holtzberg

Rachael Holtzberg

Digital Operating Partner, TDR Capital

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A speaker photo for Josephine Hus

Josephine Hus

Operating Executive, Permira

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A speaker photo for Gregory Salinger

Gregory Salinger

Chief Digital Officer, Apax Partners SAS

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15:45 - 16:20

Technology value creation and exit strategy

Adam Smallman, Matt J Baird, Gilad G. Amir , Christopher Parmo

– Showing the value of investment in tech during a PE ownership cycle
– Highlighting opportunities for future tech gains for the next owner
– Pragmatic steps to position for exit

Moderator: Adam Smallman, Director – Membership Programs, PEI Media Group

Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

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A speaker photo for Matt J Baird

Matt J Baird

Managing Director, Operations & Strategy, OMERS Private Equity Europe Limited

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A speaker photo for Gilad G. Amir

Gilad G. Amir

Digital Operating Partner, Pollen Street Capital

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A speaker photo for Christopher Parmo

Christopher Parmo

COO/CFO, Verdane

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Breakout Workouts: Stream C
14:00 - 14:35

How to make the board effective in a disrupted economy

Hemant Lamba, Chris Ip, Warwick Nash, Victoria Wood

– Should operating partners be on the board
– Working out the ideal skillset composition
– Considering the role of the chair
– Maintaining focus and avoiding some of the common mistakes of a board

Moderator: Hemant Lamba, Senior Vice President and Global Head of Strategic Sales, Infosys

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Hemant Lamba

Senior Vice President and Global Head of Strategic Sales, Infosys

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A speaker photo for Chris  Ip

Chris Ip

Managing Director, Operating Directors and Entrepreneurial Governance, Partners Group

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A speaker photo for Warwick Nash

Warwick Nash

Chairman, NED, Advisor , Various PE backed businesses

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A speaker photo for Victoria Wood

Victoria Wood

Operating Partner, Limerston Capital

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14:35 - 15:10

Ensuring a positive CFO/CEO relationship to drive success

Wiebke Pekrull, Martijn Bouquet, Nerijus Drobavičius, Robert Massey

– What is the ideal skillset for a portfolio CFO?
– How to best support CFOs without previous PE experience
– Dealing with a breakdown in relations between CFO & CEO

Moderator:  Wiebke Pekrull, Principal, ghSMART

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Wiebke Pekrull

Principal, ghSMART

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A speaker photo for Martijn Bouquet

Martijn Bouquet

Portfolio Operations Manager, Waterland

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A speaker photo for Nerijus Drobavičius

Nerijus Drobavičius

Partner, INVL Baltic Sea Growth Fund

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A speaker photo for Robert  Massey

Robert Massey

Managing Director, Business Services, AnaCap

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15:10 - 15:45

Why addressing diversity is a business imperative

Snehal Shah, Soline Kauffmann-Tourkestansky, Jerome Richard, Elizabeth Wallace

– To what extent should operating partners be looking at their own team vs. portfolio companies?
– Looking at initiatives from different PE firms, what has been successful?
– How to ensure management at portfolio companies takes diversity seriously

Moderator: Snehal Shah, Reporter, New Private Markets

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Snehal Shah

Reporter, New Private Markets, PEI Media

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A speaker photo for Soline Kauffmann-Tourkestansky

Soline Kauffmann-Tourkestansky

Former Head of Platform & ESG at blisce

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A speaker photo for Jerome Richard

Jerome Richard

Operating Partner, Wendel

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A speaker photo for Elizabeth Wallace

Elizabeth Wallace

Head of Portfolio Talent, Hg

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15:45 - 16:20

How to turn culture into a value driver

Susanne Vanner, Ruby Biring, David Cooper , Lisa Telford

– Identifying & incentivising key staff
– How to communicate with staff beyond the management team
– Implementing cultural change where issues are highlighted

Moderator: Susanne Vanner, Partner, Transaction Strategy & Execution, EY

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Susanne Vanner

Partner - Transaction Strategy & Execution, EY

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A speaker photo for Ruby Biring

Ruby Biring

Head of Talent, Livingbridge

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A speaker photo for David Cooper

David Cooper

Founding Partner, Cooper Limon

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A speaker photo for Lisa Telford

Lisa Telford

Portfolio Talent Director, Montagu Private Equity

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16:20 - 16:45

Coffee & networking

Plenary
16:45 - 17:15

Digital as a growth lever

Sarah Walker, Stuart Pearce, Adal Zamudio
  • Buy-and-build strategy and integration: how to overcome tech stack integration challenges faced by highly acquisitive portfolio companies
  • From acquisition to exit/IPO: what are the most effective digital transformation strategies to build in agility and scale in portfolio companies

Moderator: Sarah Walker, VP, Global Head of Private Equity Practice, Salesforce

A speaker photo for Sarah  Walker

Sarah Walker

VP-Global Head of Private Equity Practice, Salesforce

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A speaker photo for Stuart  Pearce

Stuart Pearce

Portfolio CTO, Hg

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A speaker photo for Adal Zamudio

Adal Zamudio

Director - Technology Value Creation, EMEA, KKR Capstone

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17:15 - 18:00

Roundtable discussions over drinks

Mark Billige, Adam Bradley, Uwe Doerken, Johann Dupont, Nathalie Lundqvist, Warwick Nash, Sarah Walker
  • Salesforce Effectiveness – Uwe Doerken (Blue Ridge Partners)
  • Board Effectiveness – Warwick Nash (Independent)
  • Digital Transformation – Sarah Walker (Salesforce)
  • Pricing Strategy – Mark Billige (Simon-Kucher & Partners)
  • Operating teams within value creation – Johann Dupont (French Operating Partners Association) & Nathalie Lundqvist (Bain)
  • Accelerating value creation plans to drive operational and financial performance: Adam Bradley (FTI Consulting)
A speaker photo for Mark Billige

Mark Billige

CEO, Simon-Kucher and Partners

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A speaker photo for Adam Bradley

Adam Bradley

Senior Managing Director, FTI Consulting

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A speaker photo for Uwe  Doerken

Uwe Doerken

Managing Director, Blue Ridge Partners

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A speaker photo for Johann  Dupont

Johann Dupont

Partner, Abénex

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A speaker photo for Nathalie  Lundqvist

Nathalie Lundqvist

Expert Partner, Bain

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A speaker photo for Warwick Nash

Warwick Nash

Chairman, NED, Advisor , Various PE backed businesses

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A speaker photo for Sarah  Walker

Sarah Walker

VP-Global Head of Private Equity Practice, Salesforce

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18:00 - 19:00

Drinks Reception

Agenda

Day 2 - Wednesday 17th

07:45 - 08:00

Registration

08:09 - 09:30

Invitation-only Think Tank for Operating Partners

Miles Graham, Tony O'Carroll

This closed-door session is an opportunity to share first-hand accounts on how to best position yourself in your career as an operating partner. The think tank will expose the toughest challenges operating partners face daily and will allow you to learn best practices in dealing with them.

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Miles Graham

Operating Partner, Operating Partners Group

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Tony O'Carroll

Tony O'Carroll

Head of Investment-Ops Team and Managing Director, SVPGlobal

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Plenary
09:30 - 10:10

Optimisation to unlock value

Tim Wainwright, Will Harman, Esther Nayyar, Franck Temam
  • Identifying which areas to prioritise and how to build the value creation plan
  • Balancing pricing / commercial improvements versus cost-out opportunities
  • Using technology to drive improvements in performance
  • How investing in ESG & impact can create long-term savings

Moderator: Tim Wainwright, Managing Director, Duff & Phelps

 

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Tim Wainwright

Managing Director, Duff & Phelps - A Kroll Business

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A speaker photo for Will Harman

Will Harman

Principal, Global Margin Expansion Lead, Apax Partners   

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A speaker photo for Esther Nayyar

Esther Nayyar

Managing Director, Due Diligence and Value Creation, ICG

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A speaker photo for Franck Temam

Franck Temam

Managing Director, PAI Performance Group, PAI Partners

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10:10 - 10:40

Why integrating ESG into value creation plans is now a necessity

Marc Lino, Maria Carradice, Rob Hetherington, Antonia Wrede
  • To what extent should sustainability experts be leading on ESG vs. someone on the investment team?
  • Mapping out and engaging with all key stakeholders on ESG
  • Incentivising management and portfolio companies with sustainability based KPIs
  • Moving to net-zero and how the work involved can benefit the exit value

Moderator: Marc Lino, Senior Partner, Global ESG leader for Private Equity, Bain & Company

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Marc Lino

Senior Partner, Global ESG Leader for Private Equity, Bain&Company

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A speaker photo for Maria Carradice

Maria Carradice

Managing Director, Mayfair Equity Partners

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A speaker photo for Rob Hetherington

Rob Hetherington

Senior Operating Partner, Bregal Milestone

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A speaker photo for Antonia Wrede

Antonia Wrede

Principal, KKR Capstone

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10:40 - 11:10

How PE investors can help portfolio companies drive long-term value

Frédéric Brunner, Mark Keatley, Alex Lizcano
  • Considering the reasons that executives sometimes focus on short-term results
  • Why it crucial to not relying purely on growth
  • Investing and managing talent to ensure success
  • Improving outcomes for all stakeholders in the business

Moderator: Frédéric Brunner, CEO and Founder, Genioo

A speaker photo for Frédéric  Brunner

Frédéric Brunner

CEO and Founder, Genioo

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A speaker photo for Mark Keatley

Mark Keatley

Experienced Board Member

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A speaker photo for Alex Lizcano

Alex Lizcano

Managing Director, Cinven

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11:10 - 11:40

Shaping Management Equity Plans to drive value creation

Willem Vunderink, John Brown
  • Outlining the issue that PE firms have had because of changing tax laws
  • Creating equity plans to align all key stakeholders
  • Case studies of successful implementation and why it is so important
  • How to react when things go wrong due to economic disruption

Moderator: Willem Vunderink, Founding Partner, Vunderink De

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Willem Vunderink

Founding Partner, Vunderink De Vries

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A speaker photo for John Brown

John Brown

Experienced CFO/Independent Adviser

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11:40 - 12:15

Coffee & networking

Plenary
12:15 - 12:45

Scaling the finance function of portfolio companies to prepare for exit

Roshan Chekuri, Steven Dunne, Matthew Harris
  • What is the role of the operating partner in working with the CFO?
  • Ensuring the finance function has the right people to drive a successful exit
  • How to ensure portfolio companies meet due diligence requests during a sales process
  • War stories of what happens when this isn’t done

Moderator: Roshan Chekuri, Private Equity and Venture Capital Alliances Lead, FloQast

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Roshan Chekuri

Private Equity and Venture Capital Alliances Lead, FloQast

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A speaker photo for Steven Dunne

Steven Dunne

Senior Partner, Frog Capital

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A speaker photo for Matthew Harris

Matthew Harris

Operating Partner, SilverTree Equity

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12:45 - 13:15

How to successfully implement a buy-and-build strategy

Sean O’Flynn, Simon Adcock, Alex Kesseler, Oliver Kullman, Jean-Philippe Syed
  • The importance of choosing the right sector and why cashflow is king
  • Building on a solid platform and targeting companies that add value
  • Going in with eyes wide open to possible issues
  • Case studies in successful and failed buy-and-builds

Moderator: Sean O’Flynn, Managing Director, AlixPartners

A speaker photo for Sean O’Flynn

Sean O’Flynn

Managing Director, AlixPartners

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A speaker photo for Simon Adcock

Simon Adcock

Partner, Head of Portfolio Management, Bowmark Capital

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A speaker photo for Alex Kesseler

Alex Kesseler

Head of Performance Improvement, Antin

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A speaker photo for Oliver Kullman

Oliver Kullman

Partner, Baltcap

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A speaker photo for Jean-Philippe   Syed

Jean-Philippe Syed

Principal, Development Partners International

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13:15 - 14:00

Close of conference followed by lunch

14:00 - 15:00

Invitation only workshop sessions

Blake Cuthbert

This workshop will offer an opportunity for operating partners to discuss different topics of value creation in small groups allowing you to build your network of operating partners with similar areas of expertise.

Working Group: Digital Marketing

Business leaders face various challenges seen and unseen as they attempt to connect their brand with consumers, optimize ecosystems and talent, and improve investments as consumers dramatically shift media consumption.
In this workshop participants will explore how marketing performance should align on two important principles: 1. Exposing opportunity—in real time–and 2. Delivering measurable results, then acting on them. Helping businesses understand what capabilities can move marketing forward. Scale ideas, solutions, and opportunities to achieve results and gain perspective.

A speaker photo for Blake Cuthbert

Blake Cuthbert

Expert Partner, FRWD – Bain & Company

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2021 Speakers

Simon Adcock

Partner, Head of Portfolio Management, Bowmark Capital

Simon is a partner of Bowmark and a member of the Investment Committee, and head of the firm’s Portfolio Management and Value Creation team. He sits on a number of portfolio company boards and has led over 10 exits. Prior to Bowmark, Simon was a seni… Read full bio

Zena Ajala

Vice President - Carve Out Specialist , Apax Partners

Zena Ajala is a Vice President in the OEP Carveout team. She joined Apax Partners in 2021 and is currently based in London. Prior to joining Apax Partners, Zena was a Director at Deloitte (Middle East) and KPMG (London) where she focused on Integrati… Read full bio

Shahbaz Alam

Worldwide Technical Lead, Private Equity, AWS

Shahbaz Alam is responsible for AWS’s technical strategy and solutions offered to Private Equity firms and their portfolio companies globally. He serves as a technical advisor to Private Equity Deal and Operating Partners across the Europe, Asia, and… Read full bio

Gilad G. Amir

Digital Operating Partner, Pollen Street Capital

Gilad joined Pollen Street in May 2018 as an EIR and came on board as Digital Operating Partner in September 2020 with a focus on supporting the digital transformation of the portfolio companies and supporting the Private Equity team with the pre/pos… Read full bio

Christian Atherton

Managing Director, PAI Performance Group, PAI Partners

Christian joined PAI in 2020 as a member of the PAI Performance Group with a particular focus on topline related topics. He has strong management consulting experience and was previously at Simon Kucher, where he was a Director. Prior to Simon Kucher… Read full bio

James Bagan

Operating Partner, Frog Capital

James joined Frog in 2018 as an Operating Partner. Since 2004, he has worked exclusively with investor backed businesses, finding and fixing sales challenges. He has also led 2 successful exits at Language Line and Occam, where he was Chief Executive… Read full bio

Matt J Baird

Managing Director, Operations & Strategy, OMERS Private Equity Europe Limited

Matt is Managing Director, Operations & Strategy for OMERS Private Equity in Europe, and joined OMERS in 2017. He works with the management teams leading OMERS portfolio companies to help them generate maximum value through the lifetime of the in… Read full bio

Lewis Bantin

Partner, ECI Partners

Lewis is a Partner at ECI Partners, the leading growth-focussed mid-market private equity firm. Since joining over a decade ago, Lewis set up the Commercial Team which provides hands-on support to management teams and unlocks growth opportunities for… Read full bio

Riccardo Basile

Principal, Permira

Riccardo is a member of the Portfolio Group. He has worked on a number of transactions including Allegro, Axiom, Magento, Synamedia and Tricor. Prior to joining Permira, Riccardo was a Director at AlixPartners in London for five years, where he deliv… Read full bio

Mark Billige

CEO, Simon-Kucher and Partners

Mark Billige is CEO of Simon-Kucher and Partners. He was elected to lead the consultancy alongside Andreas von der Gathen in 2019. During his 15-year career with the company, he has grown the UK business as managing partner and served on the company’… Read full bio

Ruby Biring

Head of Talent, Livingbridge

Ruby is part of Livingbridge’s growth acceleration team where she looks after Talent, helping investees to design people strategies and creating employee engagement propositions central to building high performing businesses. Before joining Livingbri… Read full bio

Martijn Bouquet

Portfolio Operations Manager, Waterland

Martijn Bouquet is Portfolio Operations Manager at Waterland in Bussum, the Netherlands. Prior to joining Waterland, Martijn was an independent strategic advisor to a number of Dutch SMEs; focused on strategy, professionalization and transformation p… Read full bio

Adam Bradley

Senior Managing Director, FTI Consulting

Adam Bradley is a specialist in business transformation and operational improvement. He has more than 25 years of professional services experience. Adam advises private equity funds, other financial sponsors and corporate boards on enhancing performa… Read full bio

John Brown

Experienced CFO/Independent Adviser

John Brown is an experienced CFO/Independent adviser with extensive experience in Private Equity businesses, including acquisitions, integrations, divestments, refinancing, financial restructuring, transformation, and acting as a mentor to CFOs and m… Read full bio

Frédéric Brunner

CEO and Founder, Genioo

As CEO & Co-Founder of Genioo, Frédéric advises global corporations and leading PE funds to innovate, transform and grow more rapidly. Frédéric is passionate about creating a better future for clients and their companies. He works with his teams… Read full bio

Maria Carradice

Managing Director, Mayfair Equity Partners

Maria joined Mayfair in 2015 to work alongside portfolio companies to identify, quantify and unlock business process improvement activities. Maria’s expertise as both a former practitioner and consultant allows her to focus on opportunities to drive… Read full bio

Urs Casagrande

Lead Operator - Products & Goods, Partners Group

Urs is a Lead Operator at Partners Group – Goods and Products Business Unit. He is responsible for operational & commercial excellence initiatives at several portfolio companies. Urs has multiple c-level roles a.i. at portfolio companies. He has… Read full bio

Roshan Chekuri

Private Equity and Venture Capital Alliances Lead, FloQast

Roshan Chekuri leads Private Equity & Venture Capital Alliances at FloQast, a provider of accounting workflow automation software created by accountants for accountants to help them work smarter, not harder. Roshan manages strategic relationships… Read full bio

Etienne Colas

Senior Managing Director - Operating Team, LBO France

Etienne joined LBO France in 2013. He started his career in 1987 with Bellcore in the United States, before joining McKinsey in Paris in 1992. Between 2001 and 2005, Etienne was a Partner at Ventech. He subsequently joined a division of Thomson as Ge… Read full bio

David Cooper

Founding Partner, Cooper Limon

David is a recognized pioneer, international speaker and media commentator in the area of leadership risk in PE. He works both with general partners and investee management teams in order to maximise value creation, develop greater foresight and addr… Read full bio

Jim Corey

Managing Partner, Blue Ridge Partners

Jim is a co-founder of Blue Ridge Partners and serves as the firm’s Managing Partner. For 35 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 300 companies on revenue-related… Read full bio

Stephen Craig

Managing Partner, Alysian

Stephen Craig is the Managing Partner and CEO of Alysian, IT & Digital consulting firm partnering with private equity funds and focused on carve-outs and digital business transformations. Stephen has more than two decades of global technology and… Read full bio

Blake Cuthbert

Expert Partner, FRWD – Bain & Company

18 years' international digital marketing experience. Formerly Chief Digital Officer at one of the UK’s leading media communications agencies. Has planned, run and led execution of digital marketing campaigns across the full range of client industrie… Read full bio

Séverine de Wulf

Managing Director, PAI Performance Group, PAI Partners      

Séverine joined PAI in 2019 as a member of the Portfolio Performance Group with a specific focus on talent, leadership and culture. She has extensive experience in Executive Search and Leadership Consulting helping leaders make the right decisions ab… Read full bio

Uwe Doerken

Managing Director, Blue Ridge Partners

Uwe has over 30 years of experience as a consultant, executive and investor in driving revenue growth and value enhancement. Over the course of his career, Uwe has been responsible for billions of euros in revenue enhancement in large and small enter… Read full bio

Nerijus Drobavičius

Partner, INVL Baltic Sea Growth Fund

Over 15 years of experience in private equity and M and A. Nerijus started as an auditor at Arthur Andersen in 1998 working on both audit and M&A assignments. As from 2001, he spent over 15 years in operational positions being responsible for set… Read full bio

Steven Dunne

Senior Partner, Frog Capital

Steven has over 20 years of private equity experience gained within private equity firms, as CFO/COO of private equity and venture capital backed companies taking them through to exit, as well as PE M&A exposure in investment banking. He joined F… Read full bio

Johann Dupont

Partner, Abénex

Johann Dupont is the Partner leading Abénex’s operational team, which he joined in 2013. He works alongside the Managers of Abénex's portfolio companies and their teams on development and transformation projects. Johann began his career in 1999 as Fi… Read full bio

Ben Farn

Engagement Director, The Retearn Group

Ben is an experienced procurement director, working with clients on procurement and commercial optimisation, and the change and transformation associated. He started his career in organometallic chemistry research with SmithKline Beecham, and one of… Read full bio

Sabine Fischer

Member of Management Board/Chief Markets Chief Markets and Revenue Officer, Aareon Group

Member of the Board of Aareon AG since 2015, initially responsible for Operations, responsible for markets and country management teams in DACH, France, the Netherlands, UK and Nardics since 2019. Aareon Aareon is the leading provider of ERP software… Read full bio

Ralph Friedwagner

Managing Director and Operating Partner, CDPQ London

Ralph is a Managing Director and Operating Partner in CDPQ’s European Private Equity team. He has over 20 years’ experience as an executive, investor, advisor and board member of private companies across a range of sectors, including financial and bu… Read full bio

Mark Fulford

Head of Portfolio Growth, Hg

Mark works in the operations and Innovation team. His focus is on delivering growth across the portfolio, leading tangible improvement in commercial execution, cross sell / upsell and customer value as well as supporting the deal teams during due dil… Read full bio

Miles Graham

Operating Partner, Operating Partners Group

Operating Partner at the Operating Partners Group. OPG provides both Operating Team capabilities for Hedge Funds and Family Offices who do not have in-house Operating Partners, as well as originating and executing proprietary investments in Special S… Read full bio

Mo Habbas

Managing Director, Alix Partners

Mo has more than 25 years of hands-on experience in private-equity, industrials, technology, media, and telecommunications (TMT) by serving as CEO, marketing director, and corporate M&A director, among other roles. Mo focuses on developing and im… Read full bio

Will Harman

Principal, Global Margin Expansion Lead, Apax Partners   

Will Harman is a Principal in the Operational Excellence team, and leads Apax’s global Margin Expansion programme. He joined Apax Partners in 2014 and is based in London. He has led margin improvement work at Apax investments including ThoughtWorks,… Read full bio

Matthew Harris

Operating Partner, SilverTree Equity

Matthew Harris is an Operating Partner at SilverTree Equity with over 20 years of experience leading financial due diligence engagements and advising private equity firms on asset acquisitions and disposals across a broad range of industries, includi… Read full bio

Rob Hetherington

Senior Operating Partner, Bregal Milestone

Rob leads Milestone Performance Partners, the portfolio optimisation capability in Bregal Milestone. He is an investor in Bregal Milestone and has previously acted as a Senior Advisor to the firm and as a Board Advisor to Basware, one of the firm’s p… Read full bio

Robert Hogg

Chief Executive Officer, Black Marble

Robert Hogg is one of the founders of Black Marble, and as well as the Chief Executive Officer, he is also an MVP, a Microsoft Regional Director, and Fellow of the BCS. Robert began his career in IT in the 1980s, and in 1997 was a founding member of… Read full bio

Rachael Holtzberg

Digital Operating Partner, TDR Capital

Rachael joined TDR Capital in January 2019. Prior to joining TDR, she was a Director at Monitor Deloitte advising global organisations on their digital strategies in the retail and manufacturing sectors. Previously, Rachael was Head of Strategy for a… Read full bio

Josephine Hus

Operating Executive, Permira

Josephine is a member of the Portfolio Group and leads digital transformation topics across the portfolio. She has worked on a number of transactions including Clearwater Analytics. Prior to joining Permira, Josephine worked for Asurion as its Chief… Read full bio

Celine Infeld

Operating Partner, Investcorp

Celine is an Operating Partner in Investcorp's European Private Equity group. She is currently the Chair of the Cambio Group (healthcare tech), and a Director in Georg Jensen (Danish design brand) and the Sanos Group (healthcare services). Prior to t… Read full bio

Chris Ip

Managing Director, Operating Directors and Entrepreneurial Governance, Partners Group

Chris is a leader in our Operating Directors and Entrepreneurial Governance team and works with our various invested businesses to ensure effective Boards are in place to drive our value creation strategies and company performance towards market lead… Read full bio

Kristine Janhunen

Chief People Office, Generate Capital

Kristine Janhunen is Chief People Officer for Generate where she leads all of the people and culture efforts. She started her career as a clinical psychologist and pivoted to working inside funds and corporations in order to more fully leverage the p… Read full bio

David Jones

Operating Partner, Pollen Street Capital

David joined Pollen Street in September 2020 as Operating Partner for Technology. He works primarily with the PSC portfolio companies, focusing on strategic and tactical analysis of their use of digital technology to drive business improvements. Davi… Read full bio

Steve Jones

Growth Acceleration Team, Livingbridge

Steve Jones, part of Livingbridge’s customer acquisition and retention team, knows first-hand the power of data if used effectively. He supports our investees to develop and evolve analytic capabilities which drive action from insight. He has worked… Read full bio

Soline Kauffmann-Tourkestansky

Former Head of Platform & ESG at blisce

Soline is the former Head of Platform & ESG at blisce/, a pan-Atlantic growth stage VC firm focused on consumer ventures (Spotify, Pinterest, Harry’s, Bird), where she leads post-investment support for portfolio companies around human capital, bu… Read full bio

Mark Keatley

Experienced Board Member

Mark Keatley sits on the Boards of three PE-controlled pharma companies: Swedish-based global Top 5 pharma CDMO Recipharm AB, German CNS-focussed pharma company Neuraxpharm AG, and Swedish-based specialty pharma/OTC company Karo Pharma AB. In all thr… Read full bio

Paul Kelly

Managing Director, AlixPartners

Paul works with private equity and corporate organizations across different industries, guiding companies through digital and technology transformations. He has nearly 30 years of experience that he primarily gained leading large strategic, digitally… Read full bio

Alex Kesseler

Head of Performance Improvement, Antin

Alex leads Antin’s Performance Improvement team which identifies operational value creation opportunities and supports management teams in realising them, from the due diligence phase to divestment. He has significantly supported the Deal Teams for I… Read full bio

Oliver Kullman

Partner, Baltcap

Oliver (born in Estonia in 1979) joined BaltCap in 2007 from a London-based strategy consultancy. Oliver’s involved in portfolio companies Piletilevi, the leading regional ticketing services platform, and FCR Media, a digital services firm. He has pr… Read full bio

Hemant Lamba

Senior Vice President and Global Head of Strategic Sales, Infosys

With over 25 years’ leadership experience as Managing Director and Senior Partner at some of the most admired global IT firms across Europe, North America and APAC, Hemant heads the Strategic Sales & Large Deals group at Infosys globally and is r… Read full bio

Marc Lino

Senior Partner, Global ESG Leader for Private Equity, Bain&Company

Marc is a senior partner based in Bain&Company’s Amsterdam office. He leads global ESG efforts for our Private Equity practice. In this capacity, Marc works with our clients across the investing value chain – from fundraising and strategy through… Read full bio

Matt Little

Experienced Board Advisor, Exec & CPTO, Independent

Matt Little is an experienced entrepreneur and founder who has been through 5 exits (co-leading two, advising on a further two and technology lead on another) and he now helps companies to scale faster and better. In the past 20 years, Matt has led p… Read full bio

Alex Lizcano

Managing Director, Cinven

Alex is a member of the Portfolio team. He has been involved in a number of transactions, including think-cell. Prior to Cinven, Alex worked at Partners Group, where since 2017 he led value creation in TMT assets with functional expertise in sales ex… Read full bio

Jamie Loder

Director -Private Equity, 4C

Jamie Loder is a Director of 4C Associates and heads our private equity practice. He has worked in, with or for private equity funds for nearly twenty years and has been involved in all aspects of investment from deal sourcing, due diligence, executi… Read full bio

Jérôme Losson

Partner, Head of Operations Team - BC Partners

Jérôme is a Partner at BC Partners, where he has lead the development of the global operations team since 2012, and where he chairs the Portfolio Review Committee. At BC, Jérôme has been involved in a number of investments (Acuris, Antelliq,CarTrawle… Read full bio

Nathalie Lundqvist

Expert Partner, Bain

Nathalie Lundqvist is an expert partner in our EMEA Performance Improvement practice, based in Paris. Over the past 15 years, Nathalie has served as Chief Transformation Officer on the executive committees of several international companies. She has… Read full bio

Robert Massey

Managing Director, Business Services, AnaCap

Robert is a Managing Director focusing on Business Services in the Private Equity team and joined AnaCap from Oliver Wyman, where he was a Principal in the Financial Services practice. He holds a Master’s degree in Physics from the University of Oxfo… Read full bio

Neil McFerran

Partner, EY

Neil has over 15 years of value creation experience in the Industrials and Business Services sectors. He came to consulting from the Speciality Chemicals Industry where he was the EMEA Business Unit lead for Speciality Additives at Air Products. Neil… Read full bio

Carmela Mendoza

Senior Reporter, PEI

Carmela Mendoza is a senior reporter for Private Equity International based in London. She first joined PEI in Hong Kong in 2015 and covered Asia. A graduate of Ateneo de Manila University, she previously worked for a digital agency in Singapore focu… Read full bio

Marc Metzner

Vice President, Alexander Group

Marc Metzner is Vice President and National Director for Alexander Group’s Private Equity practice. He works with Alexander Group’s industry teams to help PE partners unlock value and boost valuation through go-to-market (GTM)/Commercial Diligence, V… Read full bio

Nigel Miers

Director/Founder, Procurement Advantage

Nigel is a co-founder of Procurement Advantage which was formed in March 2020 with a view to supporting Private Equity Portfolio companies extending a procurement model which has assisted PE companies since 2010. The process itself has achieved £90m… Read full bio

George Moss

Partner , ECI Partners

George is a Partner in ECI’s Investment Team, leading investments into and working at board level with high growth tech-enabled businesses across a number of subsectors including consumer brands, digital marketplaces and healthcare tech. George curre… Read full bio

Yawar Murad

Managing Director, Alvarez & Marsal

Yawar Murad is a Managing Director with Alvarez & Marsal’s Private Equity Performance Improvement practice in London. Mr. Murad specializes in providing technology advice to private equity (PE) funds and their portfolio companies. His primary are… Read full bio

Warwick Nash

Chairman, NED, Advisor , Various PE backed businesses

Warwick Nash is chairman of three private equity backed businesses. His focus is working with founder led businesses going through their first experience of private equity. Prior to going plural, Warwick was the operating director of Phoenix Equity P… Read full bio

Esther Nayyar

Managing Director, Due Diligence and Value Creation, ICG

Esther joined ICG in 2018 and is a Managing Director covering portfolio value creation and strategic diligence in the Subordinated Debt and Equity team. Prior to joining ICG, she spent over ten years at The Boston Consulting Group, where she advised… Read full bio
Tony O'Carroll

Tony O'Carroll

Head of Investment-Ops Team and Managing Director, SVPGlobal

Tony O’Carroll is a Managing Director of SVPGlobal and Head of the investment-operating team in Europe. Tony works with SVP’s investee companies, as well as in new investments, and is currently on the boards of Vita Group, Pfleiderer and Kloeckner Pe… Read full bio

Sean O’Flynn

Managing Director, AlixPartners

Sean is an experienced consultant with 20 years of industry and advisory experience across the deal life-cycle, focusing on value creation through operating model and organisational transformation in both private equity and corporate clients. Prior t… Read full bio

Christopher Parmo

COO/CFO, Verdane

Formal role as CEO, responsible for all Verdane internal and portfolio company operations. Working together with Managing Partner / CIO. Experience from executive positions in several tech companies, as entrepreneur and from management consulting. El… Read full bio

Andros Payne

Managing Partner and Founder, Humatica

Andros is the Managing Partner and Founder of Humatica. He brings more than 25 years’ international experience as a business leader, investor and consultant in private equity and organizational effectiveness. Andros is a recognized expert in post-dea… Read full bio

Stuart Pearce

Portfolio CTO, Hg

Stuart is an Portfolio CTO at Hg focusing on driving engineering excellence and best practice across the portfolio.Stuart joined Hg having spent the last 16 years of his career in technology leadership positions in cybersecurity software. He has a tr… Read full bio

Wiebke Pekrull

Principal, ghSMART

Wiebke is a Principal at ghSMART in our London office. She serves private equity and corporate clients in the areas of leadership assessment, leadership development, talent management and organizational change. Prior to joining ghSMART, Wiebke was an… Read full bio

Sam Perry

Director of Strategic Alliances & Private Equity, Globalization Partners

Sam is the Director of Strategic Alliances & Private Equity at Globalization Partners. He has extensive experience in private equity value creation, business development, value selling SaaS, creating strategies and partnering with leaders to prov… Read full bio

Filippo Pozzi

Investment Director - Performance Improvement, Antin Infrastructure Partners

Filippo is an Investment Director in Antin’s Performance Improvement team, which identifies operational value creation opportunities and supports management teams in realising them, from the due diligence phase to divestment. Within the Antin portfol… Read full bio

Harshavardhan Ramanan

Investment Director, LDC

Harsha is responsible for helping LDC portfolio companies deliver profitable growth through commercial excellence. Since joining LDC in 2017, Harsha has partnered with nearly 20 LDC portfolio companies to deliver incremental enterprise value of over… Read full bio

Duncan Ramsay

Partner, ECI Partners

Duncan is a Partner at ECI where he splits his time between assessing new deals for ECI and supporting portfolio companies in driving their value creation agenda as a member of ECI’s Commercial Team, where he takes responsibility for ECI’s technology… Read full bio

Jerome Richard

Operating Partner, Wendel

Jérôme Richard joined Wendel’s Investment Team in 2019 as an Operating Partner. He is a Board member of several companies in the portfolio. Jérôme began his career at Boston Consulting Group during eight years in France and in the USA, developing exp… Read full bio

Alan Roux

Operating Partner, CVC Capital Partners

Alan is a member of CVC's private equity operations team and is based in London. Prior to CVC, Alan was an operating partner responsible for Blackstone's European private equity portfolio of companies, holding several board roles particularly in the… Read full bio

Bjørn Ruwald

Managing Director, Co-Head, KKR Capstone Europe

Bjorn Ruwald (London) joined KKR Capstone in 2010. He currently serves as Co-Head of KKR Capstone in Europe and co-leads KKR Capstone’s technology & digital value creation efforts globally. Mr. Ruwald focuses on the Nordic region and the TMT… Read full bio

Gregory Salinger

Chief Digital Officer, Apax Partners SAS

Gregory joined Apax Partners in 2017 as Chief Digital Officer. He is now Operating Partner Digital & Sustainability. Gregory holds an MBA from Harvard Business School, a diploma in International Studies from Johns Hopkins School of International… Read full bio

Shashank Samant

President & CEO, GlobalLogic

Since joining GlobalLogic in 2008, Shashank Samant has transformed the company from a team of bright software engineers working with start-ups, into a global digital engineering services leader, helping Fortune 1000 companies achieve their digital am… Read full bio

Snehal Shah

Reporter, New Private Markets, PEI Media

Snehal Shah is a reporter for New Private Markets, PEI Media’s sustainability-focused publication. She covers ESG, sustainability and impact investments including investors’ allocations and policies; managers’ investment strategies and ESG and divers… Read full bio

Moti Shahani

Managing Director, Blue Ridge Partners

Moti serves as a Managing Director of Blue Ridge Partners, based in London and serving PE firms and their portfolio companies across Europe. Moti has more than 25 years' experience of driving value-creating growth. Before joining Blue Ridge Partners,… Read full bio
Adam Smallman, PEI

Adam Smallman

Director – Membership Programs, PEI Media

Adam joined PEI in December 2018 in a new role as Head of Content Strategy. Previously he spent three years with investment bank Liberum and held leading editorial and content roles at Dow Jones and Informa PLC. His responsibility is to ensure PEI’s… Read full bio

Ashok Kumar Srinivasan

Senior Manager - Technology in M&A and Divestitures, Wipro

Technically established astute IT Leader with an expertise in a career spanning 25+ years. My areas of expertise are in: leading full lifecycle IT programmes for M&A and divestitures (Strategy and Execution), pre-sales to post-sale transactions;… Read full bio

Marc Stoneham

Partner, Development Partners International

Marc has a lifelong passion for building the leading companies of the African continent and has lived and worked for most of his career across the continent. Marc leads the portfolio management team, partnering with DPI’s portfolio companies to imple… Read full bio

Jim Strang

Chairman of the Board, Hg Capital

Jim is an experienced Private Markets investment professional and strategy consultant with a wide range of Board and C-level experience gained across multiple organisations over the last 25 years, notably with Hamilton Lane, the largest investor glob… Read full bio

Jean-Philippe Syed

Principal, Development Partners International

JP is a Principal at DPI, an Africa focused emerging market PE fund with US$1.5bn AuM, which he joined in 2016. He looks after 10 portfolio companies in sectors such as banking, higher education, pharmaceuticals, healthcare, agri-business, packaging,… Read full bio

Lisa Telford

Portfolio Talent Director, Montagu Private Equity

Lisa is an operating partner in the Full Potential Partners team, where she is a functional specialist focussing on talent. Prior to joining Montagu in February 2017, she spent four years in executive search, specialising in board-level executive and… Read full bio

Franck Temam

Managing Director, PAI Performance Group, PAI Partners

Franck Temam joined PAI Partners in 2011 in the Performance Group, after having held management positions at Procter & Gamble and 10 years at McKinsey leading operational transformations globally. Since at PAI, Franck is involved across sectors i… Read full bio

Tanya Thompson

Managing Director, Portfolio Operations, BC Partners

Tanya Thompson joined BC Partners in London in 2017. Previously, Tanya spent two years at LDC where she was most recently the leader of its Operations team. Prior to that Tanya worked at BP in the Commercial Performance Improvement team supporting BP… Read full bio
Victor Vadaneaux, Cairngorm Capital

Victor Vadaneaux

Chair, NED, Operating Partner

Victor works independently, acting as Chair, NED and Operating Partner for PE firms, having most recently worked with Cairngorm Capital, Oakley Capital and ICG. Victor has extensive PE experience as deal maker (former Investment Partner at Advent Int… Read full bio

Susanne Vanner

Partner - Transaction Strategy & Execution, EY

Susanne is a Partner in our Transaction Strategy & Execution Services. She has 22 years of industry experience in global and FTSE businesses. She leads the Customer competency, focusing on value creation in transactions across sales, service and… Read full bio

Albert Vazquez-Agusti

Partner, Sway Ventures

As Partner at California-based Sway Ventures, Albert contributes to Americas and Europe firm efforts in various activities related to early and growth software portfolio companies: value add activities, dealflow generation and assisting capital raisi… Read full bio

Willem Vunderink

Founding Partner, Vunderink De Vries

Willem graduated in tax law in 1996 at the Erasmus Rotterdam University and during his professional career he specialized in logical and mathematical analysis techniques that can be applied to prevent tax valuation controversy (between investors and… Read full bio

Tim Wainwright

Managing Director, Duff & Phelps - A Kroll Business

Tim Wainwright is a Managing Director with Duff & Phelps, a Kroll company. He has over 20 years of experience working with private equity and corporate clients advising on M&A and Performance Improvement projects. Tim’s leverages the wider Du… Read full bio

Sarah Walker

VP-Global Head of Private Equity Practice, Salesforce

Sarah Walker is the VP, Global Head of Private Equity Practice at Salesforce. Her team’s remit is to build strategic partnerships with the Private Equity community, supporting and accelerating our partners’ portfolio companies and acquisitions to ach… 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

Lisa Weaver-Lambert

Data and Digital Portfolio Executive

Lisa is senior executive with extensive experience using data and AI to accelerate performance. Previously Digital and Data Director for a mid-cap private equity firm, ex-Accenture, and brings a strong and diverse line role experience in business-led… Read full bio

Michael Weyrich

Senior Managing Director, Business Transformation, FTI Consulting

Michael is a senior executive leading complex multinational business transformation and operational performance improvement efforts. He has more than 30 years of experience from both executive and non-executive roles within industry, private equity,… Read full bio

Antonia Wrede

Principal, KKR Capstone

Antonia Wrede joined KKR’s team of operating partners, KKR Capstone, in 2017 where she works with the Global Impact team and co-leads the ESG Task Force in EMEA. Ms. Wrede has been involved with several portfolio companies, including ERM, GfK, Citati… Read full bio

Adal Zamudio

Director - Technology Value Creation, EMEA, KKR Capstone

Adal Zamudio (London) joined KKR Capstone in 2017 and leads Technology Operations value creation in EMEA. He focuses on the use of technology to address both technology-driven innovation and other efficiencies across KKR’s European portfolio. He has… 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. The Forums also facilitate numerous opportunities to connect through one-on-one meetings, roundtable discussions and various other networking activities.

For more information on available sponsorship opportunities in 2021, please complete the enquiry form, contact Christopher Wagland at chris.w@peimedia.com or call +44 (0) 207 566 5475.

Pre-Event Resources

Resources

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Covid-19 precautions

To help keep you and your peers safe, here are the entry requirements you need to know ahead of the event.

To enter the event if you are fully vaccinated, you are required to:

  • Show an official vaccine certificate on an app or online*
  • Provide evidence of a negative lateral flow test/rapid antigen test taken within 24 hours of arrival to the event venue**

To enter the event if you are not fully vaccinated, you are required to:

  • Provide evidence of a negative lateral flow test/rapid antigen test taken within 24 hours of arrival to the event venue**

*Proof of vaccination means an NHS Covid Pass on the NHS app for UK residents, the official Covid app from your country of residence or an official vaccination certificate.

**Proof of a negative test result means an NHS text message or an email/certificate confirming registration of a negative lateral flow/antigen or PCR test result.

 

Venue

Hilton Tower Bridge, London, SE1 2BY

Hilton Tower Bridge

Planning and risk assessment

As always each event has a detailed plan and risk assessment in light of local government and health authority frameworks, now specific to the Covid pandemic. Trained PEI staff are working to event industry protocols such as those developed by the Association of Event Organisers to minimise and mitigate risks.

Each event has a nominated person responsible for ensuring the control measures identified in the risk assessment are followed before, during and after the event.

Cleanliness

PEI is working with our venue partners to ensure the highest standards of hygiene and cleanliness.

This includes a deep clean pre-event and continuous sanitisation during the event, with a focus on high-contact areas such as lifts, staircases, door handles, restrooms and food and beverage delivery points.

In tandem with venue measures, PEI encourages attendees to to take full advantage of hand sanitisation stations around the venue.

Personal protective equipment (PPE)

Attendees and staff at all PEI events may be required to use items of PPE in accordance with local government and health authority regulations. This could include wearing a face covering, the use of gloves and/or face screens in certain positions. Joining instructions will make requirements clear and PEI staff will advise on site.

Contactless

Where possible PEI will encourage attendees to minimise their contacts. This the event registration process and also contact between attendees. PEI encourages all attendees to avoid close social contact such as hand-shakes and to find digital alternatives to exchanging details rather than business cards.

Attendee numbers and density

PEI will assess and manage in line with local government and health authority mandates the number of delegates in the event space and the flow of attendee traffic in and out of plenary and break-out rooms and around exhibition rooms and other meeting spaces.

We will institute one-way systems around venues as appropriate, including generous, phased entry-times to the venue and rooms, on-site signage and floor markings. Colleagues will be on hand to assist attendees.

Testing

In line with local government regulations PEI may follow screening and testing protocols to enable attendance of the event. We will communicate those requirements in good time for attendees to make arrangements, should they be necessary before arrival at the venue.

Track and trace

We will work with local authorities as required to track, trace and contact attendees in line with the applicable privacy legislation.

Medical

Qualified first-aid staff will be ready to assist anyone falling ill for whatever reason. In the event of any attendee suffering Covid-related symptoms, the PEI team will follow local health guidance in ensuring the safety of all participants.


Explore the Forum's countless networking opportunities

Participate in various networking opportunities and sessions throughout the two-day event.  The Forum provides operating partners with opportunities each day for private and semi-private opportunities to network and share thoughts with other operating partners. Explore the various interactive Q&A and think tank sessions, meet fellow operating partners during the specific networking breaks and take part in the roundtable discussion to discuss emerging topics in value creation and private equity with your peers.


Featured networking opportunities

OP Europe 2019

Think Tank sessions

The closed-door session is an opportunity to share first-hand accounts on how to best position yourself in your career as an operating partner. The think tank will expose the toughest challenges operating partners face daily and will allow you to learn best practices in dealing with them.

OP Europe 2019

Roundtable discussion

Featuring experts in value creation and private equity the roundtable will cover topics including salesforce effectiveness, board effectiveness, digital transformation, pricing strategy and more. 

OP Europe 2019

Speaker Q&A sessions

Get the answers to your most pressing questions during the countless speaker Q&A sessions.

OP Europe 2019

Networking breaks

Participate in various networking breaks throughout the Forum to discuss value creation strategies and emerging PE topics with the operating partner community.