The largest European event for private equity value creation

Private Equity International’s Operating Partners Forum Europe is the largest European event dedicated to operating partners. The 13th annual conference will focus on best practices in private equity portfolio operations and value creation across all functional business areas.

The operating partner community will meet this May in London to discuss the best strategies to deliver value and growth at a critical time in the economic cycle.

With a new interactive agenda and more operating partners-only sessions than ever before, the Forum will foster business relationships and help shape your future value creation plans.

See who attended in 2023

“Great operating partner attendees, content, and networking. This is a crucial event for monitoring the pulse of European private equity.”

What can I expect at the Operating Partners Forum?

Event content designed for value creation

The content focuses on working with and scaling portfolio companies at a crucial time. Featuring sessions on the evolution of value creation, developing a world class value creation team, making boards effective, the future of work and practical insights into key areas of value creation.

Build a valuable network

Attendees connect with industry participants within all functional areas of value creation and benefit from a truly international event. Attendees benefit from in-person networking with think tanks, interactive workshops, networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts.

Hear from Operating Partners

Attendees hear from 100+ operating partners on the most important topics. Past speakers included representatives from BC Partners, Carlyle Group, CDPQ, CVC Capital Partners, Hg, PAI Partners, InvestCorp, KKR CapstonePartners Group and many more.

Meet the largest European operating partner network

Aareon
Abenex Capital
Actis
Advent International
Aethon Partners
Agilitas Private Equity
Alares
Altor Equity Partners
Alysian
Ambienta
AMP Capital
AnaCap Financial Partners
Ancala
Anthemis
Antin Infrastructure Partners
Apax Partners
Apax Partners France
APS Advisory
Arcus Infrastructure Partners
August Equity
Aurelius
AustralianSuper
Avedon Capital Partners
Bain Capital
BaltCap
BGF
Blackstone
Bowmark Capital
Brainlabs
Bregal Milestone
Bridgepoint
Cairngorm Capital
Capvis
CDPQ
CEE Equity Partners
Centerbridge Capital Partners
Cersanit
Cinven Partners
Cooper Limon
Cordiant
CPPIB
CVC Capital Partners
Deutsche Private Equity
Development Partners International
DWS
e2T Capital
EastWind IS
EBRD
ECI Partners
Egeria
Ekuiti Nasional Berhad
Endless
EPIC Private Equity
EQT
Equistone Partners Europe
ESO Capital
Eurazeo
European Investment Bank
Foresight Group
Freshstream
Frog Capital
Generate Capital
Gilde
Global Infrastructure Partners
Graphite Capital
Gro Capital
H.I.G. Capital
Hamilton Lane
Helios Investment Partners
Hg
HGGC
HVD Partners
I Squared Capital
iCON Infrastructure
IK Partners
Inflexion
Infracapital
INSEAD
Intermediate Capital Group (ICG)
Investcorp
Investindustrial
INVL Asset Management
ISG One
KKR
LBO France
LDC
LGT Impact
Limerston Capital
Livingbridge
Marlin Equity Partners
Mayfair Equity Partners
Mercia Asset Management
Metric Capital Partners
Mid Europa Partners
Miura Private Equity
Montagu Private Equity
Nordian Capital Partners
Oakley Capital Limited
Oaktree Capital Management
OMERS Infrastructure Europe
Onex
Ontario Teachers Pension Plan
OTPP
PAI Partners
Palatine Private Equity
Paragon Partners
Partners Group
Permira
PIMCO
Pollen Street Capital
PSP Investments
QIC
Riverside Europe Partners
Roadchef
Sahel Capital
Silver Lake
SilverTree Equity
SVPGlobal
The Carlyle Group
Tikehau Capital
Tishman Speyer
TowerBrook Capital Partners
TPG
Triton
Vantage Infrastructure
Varde Partners
Venture 2020
Verdane
Via Celere
Vitruvian Partners
Wren House Infrastructure

2023 agenda highlights

The 2023 agenda covered the most prominent functional areas in value creation:

  • Sales & Revenue Growth
  • Human Capital
  • Technology
  • ESG
  • Supply Chain & Procurement
  • Finance
  • Marketing
  • And much more…

2023 speakers

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Our 2023 leading advisory board

Maria Carradice

Managing Director

Mayfair Equity Partners

Ralph Friedwagner

Managing Director & Operating Partner

CDPQ

Will Harman

Principal, Margin Practice Lead

Apax Partners

Celine Infeld

Operating Partner

Investcorp

Esther Nayyar

Managing Director, Due Diligence & Value Creation

ICG

Tony O’Carroll

Managing Director and Head of Investment-Ops team

SVPGlobal

Alex Kesseler

Partner – Performance Improvement

Antin Infrastructure Partners

Lisa Weaver-Lambert

Data and Digital Operating Partner

Independent

2023 agenda

 

For more information about the agenda, please contact Charles Gould.

charles.g@pei.group | +44 (0)203 879 3893

 

Download the 2023 agenda

 

Day 1 Day 2
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Agenda

Operating Partners Forum: Europe - Day 1 - Wednesday 17th

07:30 - 08:55

Registration and breakfast

THINK TANK SERIES 1
08:00 - 08:55

Think tanks for full-time operating partners: value creation war room (invitation-only)

James Markham, Alejandro Alcalde Rasch, Ralph Friedwagner

This closed-door discussion will allow you to learn and share strategies together with your operating partner peers. It will also allow you to submit topics to be discussed in value creation:

Room 1 – More London | Emerging Operating Partners (1-3 years in PE)
James Markham, Senior Partner – Value Creation, Graphite Capital
Room 2 – Tower Suite A | Advanced Operating Partners
Hosted by Alejandro Alcalde Rasch, Senior Director, Portfolio Support, APS Advisory &
Ralph Friedwagner, Operating Partner – Private Equity, CDPQ London         

A speaker photo for James Markham

James Markham

Senior Partner – Value Creation, Graphite Capital

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A speaker photo for Alejandro  Alcalde Rasch

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

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A speaker photo for Ralph Friedwagner

Ralph Friedwagner

Managing Director and Operating Partner, CDPQ London

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Plenary
08:55 - 09:10

PEI’s welcome and chairman’s opening remarks

Tim Sanders
A speaker photo for Tim Sanders

Tim Sanders

Vice President of Client Strategy, Upwork

Read bio
09:10 - 09:50

Building agility in the current economy: the next chapter of the value creation playbook

Emilio Domingo, Christopher Harwood, Celine Infeld, Karen O'Mahony
  • Value creation playbooks in a recessionary/inflationary environment: how is this impacting strategy?
  • Maintaining a growth mindset to navigate through instability and build sustainable EBITDA
  • Lessons learned from other downturns: what has PE done historically to deal with recessions?
  • How is PE investing its time and resources during these difficult times: what are the real challenges and opportunities?

Moderator: Emilio Domingo, UK Head of Private Equity Practice, Bain & Company

A speaker photo for Emilio Domingo

Emilio Domingo

UK Head of Private Equity Practice, Bain & Company

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A speaker photo for Christopher Harwood

Christopher Harwood

Operating Partner– Apollo Portfolio Performance Solutions, Apollo

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A speaker photo for Celine Infeld

Celine Infeld

Operating Partner, Investcorp

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A speaker photo for Karen O'Mahony

Karen O'Mahony

Managing Director, PEAL Capital Group

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09:50 - 10:30

The behaviours of highly effective operating partners

Jim Corey, Raj Kushwaha, James Markham, Alan Roux
  • Sharing the findings from interviews with over 30 of the world’s most successful operating partners
  • Summary of what they do that makes them so effective
  • Discussion of the key issues impacting operating partner contributions to value creation
  • Takeaways for current operating partners, new operating partners, operating partner team leaders, investment partners and CEOs

Facilitator: Jim Corey, Managing Partner, Blue Ridge Partners

A speaker photo for Jim Corey

Jim Corey

Managing Partner, Blue Ridge Partners

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A speaker photo for Raj Kushwaha

Raj Kushwaha

Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer, Warburg Pincus

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A speaker photo for James Markham

James Markham

Senior Partner – Value Creation, Graphite Capital

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A speaker photo for Alan Roux

Alan Roux

Operating Partner, CVC Capital Partners

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10:30 - 11:10

The evolution of operating models in European private equity

Sherwin Godinho, Andrei Balta, Ralph Friedwagner, Maria Orlowski, Robin Rowland OBE
  • To what extent has disruption changed how funds are structuring their teams?
  • Making the “magic quadrant” work: how the deal partner, operating partner, CEO, and board can work together to deliver value creation
  • Comparing team designs eg functional vs. generalist
  • How best to engage with portfolio companies

Moderator: Sherwin Godinho, Partner, AlixPartners

A speaker photo for Sherwin Godinho

Sherwin Godinho

Partner, AlixPartners

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A speaker photo for Andrei Balta

Andrei Balta

Senior Director, Portfolio Support Group, Advent International

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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 Maria  Orlowski

Maria Orlowski

Partner, Value Creation, GTO Partners

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A speaker photo for Robin Rowland OBE

Robin Rowland OBE

Partner & Chair Rosas, Pho & Thunderbird, Trispan

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11:10 - 11:50

Keynote session: US Operating Partner perspectives on the evolution of value creation in North America

Tim Sanders, Lee McCabe

This unique session will feature the views of one of North America’s most prominent operating partners as he discusses the evolution of operating models in North American private equity. Learn key insights to uncover the main differences between the US and Europe and what the future of value creation will look like.

Facilitator: Tim Sanders, Vice President of Client Strategy, Upwork
in discussion with

Lee McCabe, Operating Partner, AEA Investors

A speaker photo for Tim Sanders

Tim Sanders

Vice President of Client Strategy, Upwork

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A speaker photo for Lee McCabe

Lee McCabe

Operating Partner, AEA Investors

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11:50 - 12:20

Networking break

INTERACTIVE WORKING GROUP SERIES A
12:20 - 13:00

Interactive Working Group 1 (for operating partners only) - How to approach tech during a downturn

Stephen Craig

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

How to approach tech during a downturn

  • How the profile of tech-spending changes during a downturn?
  • Knowing where to spend when budgets are being cutback
  • How to transform from problem solving to maximizing value in the years to come

Facilitator:  Stephen Craig, Managing Partner, Alysian

A speaker photo for Stephen Craig

Stephen Craig

Managing Partner, Alysian

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12:20 - 13:00

Interactive Working Group 2 (for operating partners only) - Working with portfolio companies on revenue growth

Tim Ham, Mark Finlay

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

Working with portfolio companies on revenue growth

  • How to persuade CEOs to make changes to the revenue model
  • Overcoming friction with CEOs and management team
  • How to earn the right to help on revenue growth

Facilitator: Tim Ham, CEO, Pearson Ham Group

A speaker photo for Tim Ham

Tim Ham

CEO, Pearson Ham Group

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A speaker photo for Mark Finlay

Mark Finlay

Chief Commercial Officer, Moneypenny

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12:20 - 13:00

Interactive Working Group 3 (for operating partners only) - Aligning management teams and employees around the value creation plan

Andros Payne, Stijn Vos

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

Aligning management teams and employees around the value creation plan

  • Incentivising management teams during longer hold periods and planning for exits during economic turmoil
  • Assessing if management have the capabilities to deliver: signs to know when they don’t
  • Organisational effectiveness: ensuring employees understand their role

Facilitator: Andros Payne, Founder and Managing Partner, Humatica

A speaker photo for Andros  Payne

Andros Payne

Founder, Humatica

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A speaker photo for Stijn Vos

Stijn Vos

CEO, ESDEC

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13:00 - 14:00

Networking Lunch

FUNCTIONAL BREAKOUT SERIES 1
14:00 - 14:40

Practical approaches for operating partners to improve the linkage between ESG and value creation

Marc Lino, James Brooks, Polly Firman, Suzie Ruffley , Simo Santavirta
  • Where to find genuine value enhancement in sustainability
  • Role of ESG data: How are GPs standing up efficient and insightful ESG tracking across the portfolio?
  • How closely should operating partners work with sustainability heads

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

A speaker photo for Marc Lino

Marc Lino

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

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A speaker photo for James Brooks

James Brooks

Founding Partner, Stanley Capital Partners

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A speaker photo for Polly  Firman

Polly Firman

Associate, Sustainability, Actis

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A speaker photo for Suzie  Ruffley

Suzie Ruffley

Managing Director, Global Head of People & Sustainable Culture, Foresight Group

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A speaker photo for Simo Santavirta

Simo Santavirta

Senior Managing Director, Ardian

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14:00 - 14:40

Strategically managing revenue growth in an inflationary and recessionary environment

Mark Billige, Franck Abadia
  • Uncovering strategies for managing growth in a simultaneous recessionary and inflationary environment
  • Implementing urgent and opportunistic changes in current times
  • Sharing a pricing and sales toolkit to help navigate volatility

Facilitator: Mark Billige, Chief Executive Officer, Simon-Kucher

A speaker photo for Mark Billige

Mark Billige

CEO, Simon-Kucher and Partners

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A speaker photo for Franck Abadia

Franck Abadia

Managing Director, Operating Team, LBO France

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14:00 - 14:40

Building a culture of innovation in portfolio companies

Vaibhav Gadodia, Ikepo Abiru, Gilad G. Amir , Rob Dembitz
  • Best practice in driving innovation through people: equipping management teams to create an innovative and entrepreneurial environment
  • Making best use of technology and tools to deliver value
  • How to deliver innovation in a downturn

Moderator: Vaibhav Gadodia, Managing Director and CTO, Nagarro

A speaker photo for Vaibhav Gadodia

Vaibhav Gadodia

Managing Director and CTO, Nagarro

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A speaker photo for Ikepo Abiru

Ikepo Abiru

Associate – Milestone Performance Partners, Bregal Milestone

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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 Rob Dembitz

Rob Dembitz

Investment Partner, Lyvia Group

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FUNCTIONAL BREAKOUT SERIES 2
14:40 - 15:20

Fireside chat: using tech and data to drive value creation

Huseyin Genc, Paul Bergbusch
  • Harnessing data analytics and AI
  • How machine learning can be used to optimise value creation
  • Examples of using tech and data to drive multiples

Facilitator: Huseyin Genc, AI/ML Solutions Architect, AWS
in conversation with
Paul Bergbusch, Data Scientist, Triton Partners

A speaker photo for Huseyin Genc

Huseyin Genc

AI/ML Solutions Architect, AWS

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A speaker photo for Paul Bergbusch

Paul Bergbusch

Data Scientist, Triton Partners

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14:40 - 15:20

Managing supply chains throughout the investment cycle

Andrew Probert, Marc Bielitza, Mikael Castelluccio, Will Harman, Sachin Korantak
  • How businesses are dealing with changing regulations globally
  • Managing costs at a time of inflation vs. ensuring reliable supply chains
  • Examples of supply chain management that worked through the pandemic

Moderator: Andrew Probert, Managing Director, Kroll

A speaker photo for Andrew Probert

Andrew Probert

Managing Director, Kroll

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A speaker photo for Marc Bielitza

Marc Bielitza

Director, Deutsche Private Equity

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A speaker photo for Mikael Castelluccio

Mikael Castelluccio

Portfolio Director, Charterhouse Capital Partners

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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 Sachin Korantak

Sachin Korantak

Partner, Conditor Capital

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14:40 - 15:20

Building an effective talent function for your PE firms

Chris Smith, Kate Anderson, Ruby Biring, Cordelia Dolan, Lisa Telford
  • Where to recruit in-house talent execs from
  • What makes a great PE talent partner/human capital operating partner team?
  • Rapid acceleration of the talent value creation plan: sharing what must be done

Moderator: Chris Smith, Partner, Leathwaite

A speaker photo for Chris Smith

Chris Smith

Partner, Leathwaite

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A speaker photo for Kate Anderson

Kate Anderson

HR Operating Partner, Green Investment Group, Macquarie Group

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A speaker photo for Ruby Biring

Ruby Biring

Head of Talent, Livingbridge

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Cordelia Dolan, Inflexion Private Equity

Cordelia Dolan

Global Head of Portfolio Talent, Investindustrial

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A speaker photo for Lisa Telford

Lisa Telford

Partner, Montagu Private Equity

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FUNCTIONAL BREAKOUT SERIES 3
15:20 - 16:00

Cybersecurity: operating partners share war stories & tips

Geordie Stewart, Philip Borbély, Nick Day
  • Ensuring you have the right controls in place and how to respond to an attack
  • Setting up a centralised Security Operations Centre (SOC) across your portfolio
  • Picking a security tool when there are so many: advice on where to go

Moderator: Geordie Stewart, Principal Consultant, Endava

A speaker photo for Geordie Stewart

Geordie Stewart

Principal Consultant, Endava

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A speaker photo for Philip Borbély

Philip Borbély

COO, Private Assets AG

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A speaker photo for Nick Day

Nick Day

Operating Partner, Investcorp

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15:20 - 16:00

Go-To-Market levers during a recession

Claudio Crivelli, Streisan Bevan, Guillaume de Montchalin , Dominic Gallello, Milena Moutsopoulou
  • Gaining insight and momentum during due diligence
  • Pricing – picking up quick wins and bringing sales teams with you
  • Channels – diversifying routes to market

Moderator: Claudio Crivelli, Senior Director Global Private Equity Practice – APAC Lead, Salesforce

 

A speaker photo for Claudio  Crivelli

Claudio Crivelli

Senior Director Global Private Equity Practice - APAC Lead, Salesforce

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A speaker photo for Streisan Bevan

Streisan Bevan

Director, Specialist – Customer Insight and Sales Effectiveness, Mayfair Equity Partners

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A speaker photo for Guillaume  de Montchalin

Guillaume de Montchalin

Managing Director - Portfolio Performance, Eurazeo

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A speaker photo for Dominic Gallello

Dominic Gallello

Managing Director, Bridgepoint

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A speaker photo for Milena Moutsopoulou

Milena Moutsopoulou

Operations Director, Nordic Capital

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15:20 - 16:00

HR best practice: addressing the biggest risk and inhibiter to growth

Katrina Stewart, Alex Kesseler, Kate Migliaro, Christian Trümpler
  • Why is HR excellence often ignored during value creation?
  • Recruitment & retention during a time of inflation and labour shortage
  • What can companies do to increase efficiencies of recruitment?

Moderator: Katrina Stewart, Partner, Executive Search, Human Resources Practice, EtonBridge Partners

A speaker photo for Katrina Stewart

Katrina Stewart

Partner, Eton Bridge Partners

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A speaker photo for Alex Kesseler

Alex Kesseler

Partner, Head of Performance Improvement, Antin Infrastructure Partners

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A speaker photo for Kate Migliaro

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

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A speaker photo for Christian Trümpler

Christian Trümpler

Member of Management, Operating Directors & Entrepreneurial Governance, Partners Group

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FUNCTIONAL BREAKOUT SERIES 4
16:00 - 16:40

Fireside chat: Making tech investment count – how PEI track and drive R&D ROI

Charlie Ponsonby, Darren Thorpe
  • Why R&D ROI really matters
  • How to track and accelerate R&D ROI (with metrics that stakeholders can understand)
  • Helping portco technology teams implement metrics-led delivery
  • Case studies from the Hg portfolio – the benefits of getting it right

Charlie Ponsonby, Co-founder and CEO, Plandek in conversation with Darren Thorpe, Chief Product Officer, PEI Group

A speaker photo for Charlie Ponsonby

Charlie Ponsonby

Co-founder and CEO, Plandek

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A speaker photo for Darren Thorpe

Darren Thorpe

Chief Product Officer, PEI Group

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16:00 - 16:40

Value creation for the mid-market in a more challenging environment

Marc Andre Lein, Marc Bielitza, Nick Eichorn, Wessel Schevernels
  • What different operating models exist for the mid-market?
  • Exploring the dynamic between management teams, deal teams and operating teams
  • Which levers are most important for the mid-market?

Moderator: Marc Andre Lein, Partner & Managing Director, Impulssum

A speaker photo for Marc Andre Lein

Marc Andre Lein

Partner & Managing Director, impulssum

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A speaker photo for Marc Bielitza

Marc Bielitza

Director, Deutsche Private Equity

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A speaker photo for Nick Eichorn

Nick Eichorn

Director, Value Creation, Graphite Capital

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A speaker photo for Wessel Schevernels

Wessel Schevernels

Operating Partner, PATRIZIA Infrastructure

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16:00 - 16:40

Human capital due diligence in private equity

Nick Twyman, Jocelyn Dehnert, Simon Hardy
  • How to implement talent due diligence
  • Challenges in assessing management teams and talent at all levels
  • What tools and resources are most effective in executing talent due diligence?

Moderator: Nick Twyman, Partner, Private Equity Lead, RHR International

A speaker photo for Nick Twyman

Nick Twyman

Partner, Private Equity Lead, RHR International

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A speaker photo for Jocelyn Dehnert

Jocelyn Dehnert

Operating Partner, Leadership Strategy, Hanover Investors Management

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A speaker photo for Simon  Hardy

Simon Hardy

Head of Portfolio Operations, Attestor

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16:40 - 17:00

Networking break

INTERACTIVE WORKING GROUP SERIES B
17:00 - 17:40

Interactive Working Group 4 (for operating partners only) - Identifying and mitigating climate risk as part of a disciplined risk management strategy throughout the investment lifecycle

Torolf Hamm

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

Identifying and mitigating climate risk as part of a disciplined risk management strategy throughout the investment lifecycle

  • Understanding the greatest financial risks and opportunities created by the transition
  • Should climate risk be a standard component of due diligence?
  • Incorporating climate risk analysis into a value creation plan
A speaker photo for Torolf Hamm

Torolf Hamm

Head of Physical Climate Change Risk & Sustainability Consulting, WTW

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17:00 - 17:40

Interactive Working Group 5 (for operating partners only) - Leveraging cost take out to drive transformation

Amit Vij

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

Leveraging cost take out to drive transformation

  • Levers to achieving significant cost out from Technology & Operations
  • Keys elements to drive Tech led transformation
  • Leveraging savings from cost out initiatives in order to fund transformation

 

A speaker photo for Amit Vij

Amit Vij

SVP, Private Equity, Tech Mahindra

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17:00 - 17:40

Interactive Working Group 6 (for operating partners only) - Driving sales productivity in challenging markets

Moti Shahani, Streisan Bevan

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

Driving sales productivity in challenging markets

  • Finding sweet spots for cost-effective growth
  • Adapting the go-to-market approach for improved sales effectiveness
  • Identifying and executing on sales productivity improvements
A speaker photo for Moti Shahani

Moti Shahani

Managing Director, Blue Ridge Partners

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A speaker photo for Streisan Bevan

Streisan Bevan

Director, Specialist – Customer Insight and Sales Effectiveness, Mayfair Equity Partners

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17:40 - 18:40

End of day and cocktail reception

Agenda

Operating Partners Forum: Europe - Day 2 - Thursday 18th

07:40 - 08:30

Registration and breakfast

07:45 - 08:30

Breakfast Session (Operating Partners Only) - Adding operational efficiency without adding headcount

Kate Boddington, Douglas Mclvor

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

Operational cost efficiency is becoming increasingly important as a means of maximising value across the portfolio. In this invitation-only session, we discuss best practices and strategies for streamlining operations, reducing costs, and improving overall efficiency, including:

  • The current state of operational efficiency in Private Equity
  • Best practices for reducing operational costs and maximising value
  • The role of technology and innovation in improving operational efficiency
  • Strategies for improving portfolio company performance through operational improvements
  • The impact of ESG considerations on operational cost efficiency

Facilitators:
Kate Boddington
, Partner, AlixPartners
Douglas McIvor
, Director, AlixPartners

A speaker photo for Kate Boddington

Kate Boddington

Partner, AlixPartners

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A speaker photo for Douglas Mclvor

Douglas Mclvor

Director, AlixPartners

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THINK TANK SERIES 2
08:30 - 09:25

Think tanks for full-time operating partners: value creation war room (invitation-only)

Lisa Weaver-Lambert, Lisa Telford, John Tang

This closed-door discussion will allow you to learn and share best practices of successful operating partners. The think tank will allow you to select one of the rooms by functional area:

Room 1 – Tower Suite BC | Generative AI and Value Creation
Lisa Weaver-Lambert, NED, Technology & Data Executive, independent
John Tang, Managing Director, Cerberus Technology Solutions

Room 2 – Tower Suite A | Human Capital/Talent Operating Partners
Lisa Telford,
Partner, Montagu Private Equity

 

A speaker photo for Lisa Weaver-Lambert

Lisa Weaver-Lambert

Founder, Oxford AI Studio

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A speaker photo for Lisa Telford

Lisa Telford

Partner, Montagu Private Equity

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A speaker photo for John Tang

John Tang

Managing Director, Cerberus Capital Management

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Plenary
09:25 - 09:30

Chairman’s welcome

09:30 - 10:10

Driving organization effectiveness in a challenging economic environment

Yawar Muard, Benjamin Grether, Jamaria Kong, Ilinca Rosetti
  • How digitisation can help with driving efficiencies
  • Creating new opportunities for a competitive advantage during economic disruption
  • What can be learnt from businesses who thrived through covid?
  • Case studies of companies who have done things right

Moderator: Yawar Murad, Managing Director, A&M

A speaker photo for Yawar Muard

Yawar Muard

Managing Director, A&M

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A speaker photo for Benjamin Grether

Benjamin Grether

Digital Value Creation Manager, FSN Capital

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A speaker photo for Jamaria Kong

Jamaria Kong

Managing Director, Towerbrook Capital Partners

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A speaker photo for Ilinca Rosetti

Ilinca Rosetti

Operating Partner, JC Flowers & Co

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10:10 - 10:50

100-day plans for value creation: operating partner views

Bridget Walsh, Miles Graham, Alessandro Moretti, Esther Nayyar, Benjamin Puche
  • How does the 100-day plan change in a recessionary environment?
  • Why starting quickly is even more important during times of uncertainty
  • Outlining some of the challenges with engaging management teams in the first 100-days
  • How to prioritize and identify the most important value creation areas to focus on

Moderator: Bridget Walsh, Global Private Equity Leader, EY

A speaker photo for Bridget Walsh

Bridget Walsh

Global Private Equity Leader, EY

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A speaker photo for Miles Graham

Miles Graham

Managing Partner, Operating Partners Group

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A speaker photo for Alessandro Moretti

Alessandro Moretti

Head of Operational Value Creation, Public Investment Fund

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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 Benjamin Puche

Benjamin Puche

Director Value Creation & Sustainability, Paragon Partners

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10:50 - 11:30

Utilising data throughout the investment process

Anush Newman, John Tang, Lisa Weaver-Lambert
  • Tips for mid-market firms without data specialists
  • Getting ahead of the game on data during due diligence
  • What are the 10 questions you should ask?
  • Turning data into an asset at your portfolio company

Facilitator: Anush Newman, Managing Director, JMAN Group  

 

A speaker photo for Anush  Newman

Anush Newman

Managing Director, JMAN Group

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A speaker photo for John Tang

John Tang

Managing Director, Cerberus Capital Management

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A speaker photo for Lisa Weaver-Lambert

Lisa Weaver-Lambert

Founder, Oxford AI Studio

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11:30 - 12:10

The role of the CFO in driving value - and why they too often fail

Emma Cox, Matt J. Baird, Victoria Bell, Laura Carr, Nicole Jones
  • Recruiting and retaining high quality CFOs for portfolio companies
  • Supporting CFOs to be successful throughout the deal cycle
  • Transforming finance from a cost-centre into a value-creation engine
  • The role of the CFO in protecting value during an economic downturn

Moderator: Emma Cox, Global Private Equity Leader, Deloitte

 

A speaker photo for Emma Cox

Emma Cox

Global Private Equity Leader, Deloitte

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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 Victoria Bell

Victoria Bell

Experienced Private Equity Backed Company CFO

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Laura Carr

Managing Director – Private Equity, Bain Capital

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Nicole Jones

Talent Director, Portfolio Support Group, Advent International

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12:10 - 12:20

Networking break

INTERACTIVE WORKING GROUP SERIES C
12:20 - 13:00

Interactive Working Group 7 (for operating partners only) - Human capital strategy throughout the investment lifecycle

Nick Twyman

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

Human capital strategy throughout the investment lifecycle

  • How to measure the people side of the deal
  • Reducing new portfolio company onboarding times – and gaining faster traction towards delivering on the investment thesis
  • Preventing costly organizational derailments during the hold period
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Nick Twyman

Partner, Private Equity Lead, RHR International

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12:20 - 13:00

Interactive Working Group 8 (for operating partners only) - Integrating new acquisitions to ensure success

Jan Rattay

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:
Integrating new acquisitions to ensure success

  • How involved should operating partners be?
  • Ensuring culture and talent align throughout the process
  • Managing integration of technology
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Jan Rattay

Operational Due Diligence & Value Creation Services, Deloitte

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13:00 - 14:00

Networking Lunch

13:00 - 14:00

Women in PE portfolio operations lunch (invitation-only for operating partners)

Charlotte Cederwall

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

  • Uncovering what being a woman operating partner means and how to be successful in your role
  • 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 and VC

Hosted by: Charlotte Cederwall, Partner, Acertitude

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Charlotte Cederwall

Partner – PE Practice, Acertitude

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CLOSING PLENARY SESSIONS
14:00 - 14:40

Tech and talent: attracting and retaining top talent in the current environment

Hemant Lamba, Matt J. Baird, Riccardo Basile, Jenny Collins
  • Has the tide turned with tech companies making cutbacks?
  • Are there signs of more talent available?
  • Is there an opportunity to double down on tech talent?

Moderator: Hemant Lamba, Executive Vice President and Global Head – Strategic Sales, Infosys

 

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Hemant Lamba

Executive Vice President and Global Head - Strategic Sales, Infosys

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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 Riccardo  Basile

Riccardo Basile

Operating Partner, Permira

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Jenny Collins

Chief Talent Officer, Mayfair Equity Partners

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14:40 - 15:20

Operational excellence stories explained by the participants

Tim Sanders, Victor Benazech, Duncan Ramsay

Two award winning private equity firms will present a case study of a successful investment. 

Facilitator: Tim Sanders, VP, Customer Insights, Upwork

 

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Tim Sanders

Vice President of Client Strategy, Upwork

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Victor Benazech

Investment Director, Three Hills Capital Partners

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Duncan Ramsay

Partner, ECI Partners

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15:20 - 16:00

Women in PE & VC portfolio operations panel: revealing key talking points from the event’s closed-door lunch discussion

Charlotte Cederwall, Laura Carr, Kate Migliaro

For the very first time, this insightful panel will reveal the key discussion points from the event’s closed-door women’s lunch discussion with the entire audience. Please join the main room to learn what matters most to the industry and how progress can be achieved.

Facilitator: Charlotte Cederwall, Partner, Acertitude

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Charlotte Cederwall

Partner – PE Practice, Acertitude

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A speaker photo for Laura Carr

Laura Carr

Managing Director – Private Equity, Bain Capital

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A speaker photo for Kate Migliaro

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

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16:00 - 16:00

Closing remarks and end of conference

Networking with Europe’s leading Operating Partner community

The 13th annual forum returns to London this May. Expand your relationships and build your network with our operating partner exclusive networking events. Join our community of the brightest leaders in European value creation that will help you in your day-to-day operations. Attendees participate in an agenda packed with social activities, interactive roundtables, think tanks, networking breaks, a women’s lunch, and two evening drinks receptions to meet and exchange ideas.

 

Download the 2023 attendee list

PRE-CONFERENCE NETWORKING

Tuesday, May 16, 2023

Operating Partners Forum Europe Welcome Reception (invitation-only)

18:30-21:00
Venue: Tower Bridge Walkways

Join the operating partners attending the Europe Forum in a casual gathering at our opening reception. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

Hosted by:

         

DAY 1 RECEPTION

Wednesday, May 17, 2023

Operating Partners Forum Europe Day 1 Networking Reception

17:40-18:30
Venue: Hilton Tower Bridge, London

Our day 1 grand reception will allow you to chat and get to know your operating partner peers better at the end of the first day of the Forum. Hear what is on everyone’s mind after a full day of valuable insights.

DAY 2 BREAKFAST AND LUNCH

Thursday May 18, 2023

Europe Forum Deep Dive Breakfast (operating partners only)

7:45-8:30
Venue: Hilton Tower Bridge, London

This breakfast deep dive discussion, designed solely for operating partners, will focus on key strategies in value creation and allow you to share your views and learn key insights from peers.

Hosted by:

Women in PE and VC Portfolio Operations Lunch (invitation-only)

13:00-14:00
Venue: Hilton Tower Bridge, London

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

Hosted by:

Featured interactive discussions & networking opportunities

Think Tank Sessions

The closed-door session led by operating partners for operating partners only will allow you to engage in lively discussions with your peers. The thinks tanks will also allow you to submit topics to be covered in looking at the best value creation practices.

 

Interactive Working Groups

These exclusive deep dive discussions only available to operating partners allow you to participate in interactive roundtable discussions with designated facilitators.

Meet the largest European operating partner network:

Aareon
Abenex Capital
Actis
Advent International
Aethon Partners
Agilitas Private Equity
Alares
Altor Equity Partners
Alysian
Ambienta
AMP Capital
AnaCap Financial Partners
Ancala
Anthemis
Antin Infrastructure Partners
Apax Partners
Apax Partners France
APS Advisory
Arcus Infrastructure Partners
August Equity
Aurelius
AustralianSuper
Avedon Capital Partners
Bain Capital
BaltCap
BC Partners
BGF
Blackstone
Bowmark Capital
Brainlabs
Bregal Milestone
Bridgepoint
Cairngorm Capital
Capvis
CDPQ
CEE Equity Partners
Centerbridge Capital Partners
Cersanit
Cinven Partners
Cooper Limon
Cordiant
CPPIB
CVC Capital Partners
Deutsche Private Equity
Development Partners International
DWS
e2T Capital
EastWind IS
EBRD
ECI Partners
Egeria
Ekuiti Nasional Berhad
Endless
EPIC Private Equity
EQT
Equistone Partners Europe
ESO Capital
Eurazeo
European Investment Bank
Foresight Group
Freshstream
Frog Capital
Generate Capital
Gilde
Global Infrastructure Partners
Graphite Capital
Gro Capital
H.I.G. Capital
Hamilton Lane
Helios Investment Partners
Hg
HGGC
HVD Partners
I Squared Capital
iCON Infrastructure
IK Partners
Inflexion
Infracapital
INSEAD
Intermediate Capital Group (ICG)
Investcorp
Investindustrial
INVL Asset Management
ISG One
KKR
LBO France
LDC
LGT Impact
Limerston Capital
Livingbridge
Marlin Equity Partners
Mayfair Equity Partners
Mercia Asset Management
Metric Capital Partners
Mid Europa Partners
Miura Private Equity
Montagu Private Equity
Nordian Capital Partners
Oakley Capital
Oaktree Capital Management
OMERS Infrastructure Europe
Onex
Ontario Teachers Pension Plan
OTPP
PAI Partners
Palatine Private Equity
Paragon Partners
Partners Group
Permira
PIMCO
Pollen Street Capital
PSP Investments
QIC
Riverside Europe Partners
Roadchef
Sahel Capital
Silver Lake
SilverTree Equity
SVPGlobal
The Carlyle Group
Tikehau Capital
Tishman Speyer
TowerBrook Capital Partners
TPG
Triton
Vantage Infrastructure
Varde Partners
Venture 2020
Verdane
Via Celere
Vitruvian Partners
Wren House Infrastructure

“The exchange of ideas between operating partners and their advisors, CEOs, and board members, brought useful insights and re-energised me.”

View the 2023 speakers

Franck Abadia

Managing Director, Operating Team, LBO France

Franck Abadia joined LBO France in 2014. As Managing Director in the Operating Team of LBO France, he facilitates the development of a value creation strategy throughout the investment lifecycle, spanning from acquisition to exit, in collaboration wi… Read full bio

Ikepo Abiru

Associate – Milestone Performance Partners, Bregal Milestone

Ikepo Abiru is an Associate on the Milestone Performance Partners team at Bregal Milestone, where she works with portfolio companies across the investment life cycle, supporting boards and senior management on high impact strategic and operational to… Read full bio

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

Alejandro Alcalde Rasch joined Advent in 2010 in order to help improve portfolio company performance and implement value creation plans. Prior to joining, he was the Chief Transformation Officer and Head of Supply Chain of Grohe AG, a TPG and CSFB po… 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

Kate Anderson

HR Operating Partner, Green Investment Group, Macquarie Group

Kate is the HR Operating Partner responsible for human capital matters across the global portfolio of the Green Investment Group. In her role she advises on C-suite talent, incentives and alignment, board composition and capability, and HR optimisati… Read full bio

Marc Andre Lein

Partner & Managing Director, impulssum

impulssum is a Value Creation Consulting Boutique in the small & mid-cap Private equity market. Our focus lies on Gross Margin improvements (Sales effectiveness, Marketing effectiveness, Pricing & Procurement). We operate usually in DACH, UK,… 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

Andrei Balta

Senior Director, Portfolio Support Group, Advent International

Andrei Balta joined Advent in 2019 as part of the Portfolio Support Group to help improve portfolio company performance. Prior to Advent, Andrei was the CEO of Pets at Home Vet Group, the leading UK veterinary services provider. In his eight years ca… Read full bio

Riccardo Basile

Operating Partner, Permira

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

Victoria Bell

Experienced Private Equity Backed Company CFO

Victoria is an accomplished Private Equity CFO with experience across multiple industries and geographies. Most recently, Victoria was Group CFO at Unilabs, preparing the business for and executing the exit, whilst in parallel driving an M&A prog… Read full bio

Victor Benazech

Investment Director, Three Hills Capital Partners

Victor joined THCP in May 2018. Before joining the company, he worked for Lion Capital in London and Los Angeles where he focused on the consumer and retail sector. Prior to that, he was working for mid-market private equity firm Rhône Capital and Me… Read full bio

Paul Bergbusch

Data Scientist, Triton Partners

Paul leads data science efforts at Triton Partners. He supports AI projects at Triton portfolio companies and builds software and models for deal sourcing. He was previously Head of Data Science at Deutsche Börse Group and co-founded an OTC derivativ… Read full bio

Streisan Bevan

Director, Specialist – Customer Insight and Sales Effectiveness, Mayfair Equity Partners

Streisan joined Mayfair in 2022 and works in partnership with portfolio companies to identify and unlock value through improved customer insight and sales effectiveness. She supports management teams to deliver customer first thinking and to enhance… Read full bio

Marc Bielitza

Director, Deutsche Private Equity

Prior to joining DPE, Marc was Chief Transformation Officer of HIT Holzindustrie Torgau, a portfolio company of Orlando Management and the world’s largest producer of Euro pallets. In that role, he spearheaded the value creation program across all fu… 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 and leads the portfolio Talent capability, helping investees to design people strategies and creating employee engagement propositions central to building high performing businesses. Before join… Read full bio

Kate Boddington

Partner, AlixPartners

Kate supports clients with their most complex and critical Technology transformation challenges. She has 25+ years of experience across a broad range of industry sectors and has expertise in Digital Transformation, IT Strategy and Programme turnaroun… Read full bio

Philip Borbély

COO, Private Assets AG

Philip Borbély, born 1975, is responsible for the operational development of the portfolio companies. After studying international business administration (BA) in Germany, England and the USA, he completed an Executive MBA (EMBA) Mergers & Acquis… Read full bio

James Brooks

Founding Partner, Stanley Capital Partners

James is a Founding Partner of Stanley Capital with responsibility for sustainability, people development and resource efficiency sector activities. He has co-led Stanley’s investments into Qinecsa and Noden. James is a proven c-suite executive leade… Read full bio

Laura Carr

Managing Director – Private Equity, Bain Capital

Ms. Carr joined Bain Capital in 2022. She is a Managing Director in the European Portfolio Group, working with management teams to build stronger finance capabilities across the portfolio. Prior to joining Bain Capital, Ms. Carr was Chief Financial O… Read full bio

Mikael Castelluccio

Portfolio Director, Charterhouse Capital Partners

Mikael joined Charterhouse in 2020 and is a Director in Charterhouse’s portfolio team. He is responsible for value creation projects with specific focus on margin improvement, and serves on the board of Casa Optima. He previously spent 10 years in EY… Read full bio

Charlotte Cederwall

Partner – PE Practice, Acertitude

Charlotte is a private equity specialist, partner, and co-lead for the Consumer & Retail practice at Acertitude. Based in London, she partners with best-in-class management teams and world-renowned private equity investors and their portfolio com… Read full bio

Jenny Collins

Chief Talent Officer, Mayfair Equity Partners

Overseeing the People Function for Mayfair Equity Partners, Jenny Collins is responsible for their innovative integrated staffing model and the development of culture. Her work includes performance & engagement initiatives, people development str… 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

Emma Cox

Global Private Equity Leader, Deloitte

Emma is Global Private Equity Leader at Deloitte, overseeing the firm’s growth strategy and global co-ordination of end-to-end services to PE, from transaction support through to transformation and value creation across the whole of the investment li… 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

Claudio Crivelli

Senior Director Global Private Equity Practice - APAC Lead, Salesforce

Claudio leads the Global Private Equity practice APAC region. His team's mission is to build strategic partnerships with the Private Equity and Venture Capital communities. The outcome: enable PE-backed companies to achieve their growth through value… Read full bio

Nick Day

Operating Partner, Investcorp

Nick is an Operating Partner with Investcorp Private Equity, where he oversees portfolio value creation and sits on the board of a number of portfolio companies, with a focus on tech-enabled services businesses. Previously, Nick was Founder and CEO o… Read full bio

Guillaume de Montchalin

Managing Director - Portfolio Performance, Eurazeo

Guillaume is a Managing Director, focusing on portfolio performance topics. Prior to joining, Guillaume worked for 10 years in consulting, in BCG’s Boston and Paris offices, where he was a Partner focusing on Marketing & Sales topics, as well as… Read full bio

Jocelyn Dehnert

Operating Partner, Leadership Strategy, Hanover Investors Management

Jocelyn is an experienced Board adviser with global management experience and deep expertise in leadership strategy. Prior to joining Hanover, Jocelyn worked with CEOs and Boards to leverage performance through business solutions relating to executiv… Read full bio

Rob Dembitz

Investment Partner, Lyvia Group

Rob is an Investment Partner for the Lyvia Group, a Swedish HQ’d private equity group with offices across Europe. Lyvia invests B2B Tech enabled businesses. Rob’s career has involved working on the buy side, as an executive within PE backed businesse… Read full bio
Cordelia Dolan, Inflexion Private Equity

Cordelia Dolan

Global Head of Portfolio Talent, Investindustrial

Based out of Investindustrial’s London office, Cordelia brings a decade of experience in talent management and acquisition, most recently serving as Talent Director for Inflexion Private Equity. Prior to that, Cordelia spent six years with Skillcapit… Read full bio

Emilio Domingo

UK Head of Private Equity Practice, Bain & Company

Emilio Domingo is the head of Bain’s UK Private Equity practice. Emilio works with leading private equity funds and corporates in a variety of industries throughout the UK, continental Europe and Latin America. He holds expertise across topics includ… Read full bio

Nick Eichorn

Director, Value Creation, Graphite Capital

Nick joined Graphite in 2022 bringing extensive operational and value creation experience, most recently helping portfolio companies of a pan European Private Equity Firm to build value as part of their leadership teams. Nick currently sits on the bo… Read full bio

Mark Finlay

Chief Commercial Officer, Moneypenny

Having joined in 2016, Mark is responsible for providing strategic leadership to guide the Moneypenny Group's business development and account management initiatives. Mark helps to shape the business's long-term corporate strategy through identificat… Read full bio

Polly Firman

Associate, Sustainability, Actis

Polly joined the Actis Sustainability team in 2021 and has nine years’ experience working globally in real assets on sustainability/ESG. Actis is a leading global investor in sustainable infrastructure and the world’s largest manager of impact capita… 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 director of private companies across a range of sectors, including financial and… Read full bio

Vaibhav Gadodia

Managing Director and CTO, Nagarro

He is responsible for building organizational design focused on powering a culture of innovation. Vaibhav has a long history in the world of technology. His skills? He is or was a developer, architect, project lead, BU head, sales, pre-sales, IT, etc… Read full bio

Dominic Gallello

Managing Director, Bridgepoint

Dominic is a Managing Director and member of the Operational Support Group. He joined Bridgepoint in 2022. Prior to Bridgepoint, he was Chief Marketing Officer of Bumble Inc. where he served as part of the executive leadership team that led the compa… Read full bio

Huseyin Genc

AI/ML Solutions Architect, AWS

Huseyin Genc is an Artificial Intelligence and Machine Learning specialist who primarily works with PE firms and PE backed companies to design and build scalable ML solutions on AWS. He has experience working as a data scientist designing and impleme… Read full bio

Sherwin Godinho

Partner, AlixPartners

Sherwin is a Partner at AlixPartners, with more than 15 years’ experience working closely with PEs and PE portfolio companies on complex value creation and transformation programmes. He has led multiple engagements across the deal lifecycle and has d… Read full bio

Miles Graham

Managing Partner, Operating Partners Group

Managing Partner at the Operating Partners Group. OPG provides 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 Situati… Read full bio

Benjamin Grether

Digital Value Creation Manager, FSN Capital

Benjamin is a Digital Value Creation Manager at FSN Capital and previously worked as Head of Predictive Analytics Consulting at Horvàth. His mission is to drive digital transformation within the FSN portfolio and to enable portfolio companies to tran… Read full bio

Torolf Hamm

Head of Physical Climate Change Risk & Sustainability Consulting, WTW

Torolf joined Willis Towers Watson in 2011 and now leads the Natural Catastrophe Strategic Risk Management Consulting team in London. His primary responsibility is to manage natural and man-made hazard risk consulting projects (including catastrophe… Read full bio

Tim Ham

CEO, Pearson Ham Group

Tim Ham is the CEO of Pearson Ham Group, a specialist pricing consultancy operating across the UK and Europe. Tim has more than 2 decades of pricing and commercial model experience, from both an industry and consulting perspective. With a focus on de… Read full bio

Simon Hardy

Head of Portfolio Operations, Attestor

Simon is Head of Portfolio Operations at Attestor Capital and has previously held Operating Partner roles at SVP Global and Bain Capital Credit. Prior to working in private equity, Simon worked in strategy consulting with L.E.K. Consulting and in var… Read full bio

Will Harman

Principal, Global Margin Expansion Lead, Apax Partners   

Will Harman is a Principal in the Operational Excellence team. He joined Apax Partners in 2014 and is currently based in London. Prior to joining Apax Partners, Will worked for PA Consulting Group where he led procurement restructuring, cost reductio… Read full bio

Christopher Harwood

Operating Partner– Apollo Portfolio Performance Solutions, Apollo

Mr. Harwood joined Apollo in 2022 in Apollo Portfolio Performance Solutions (APPS) and is responsible for leading APPS in EMEA. Prior to that time, Mr. Harwood was a Managing Director in Portfolio Operations at Centerbridge Partners from 2016 to 2022… Read full bio

Celine Infeld

Operating Partner, Investcorp

Celine Infeld joined the post acquisition team at Investcorp in 2020. Previously, she was Group MD at Infopro Digital, a global B2B information services business. Prior to that, she was the MD of Sales, Marketing and Product at Incisive Media. Celine… Read full bio

Nicole Jones

Talent Director, Portfolio Support Group, Advent International

Nicole Jones joined Advent in 2020 as Talent Director within the Portfolio Support Group. She supports the creation and development of strong management teams and Boards across Advent's portfolio companies. Prior to joining Advent she was the HR Dire… Read full bio

Alex Kesseler

Partner, Head of Performance Improvement, Antin Infrastructure Partners

Alex Kesseler joined Antin in 2015. Within the investment team, he is responsible for the Performance Improvement specialist group, which works in close co-operation with portfolio company managements, providing support throughout the investment life… Read full bio

Benjamin Kleidt

Partner, Deutsche Private Equity

Benjamin Kleidt is a Partner at Deutsche Private Equity (DPE) where he focusses on investments in IT Services, Software and digital business models. Prior to DPE he held various management positions at ProSiebenSat.1 Group and was an Associate Partne… Read full bio

Jamaria Kong

Managing Director, Towerbrook Capital Partners

Jamaria Kong is a Managing Director of TowerBrook and leads Digital in Europe. Jamaria is responsible for Digital Value Creation across approximately 30 portfolio companies. She has been actively implementing Artificial Intelligence both for the firm… Read full bio

Sachin Korantak

Partner, Conditor Capital

Sachin brings a wealth of senior level experience in PE as a PE investor, operating partner, and a board member. Previously he has been a CEO, led performance transformations in Europe and US, and was a strategy consultant at McKinsey earlier in his… Read full bio

Raj Kushwaha

Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer, Warburg Pincus

Raj Kushwaha joined Warburg Pincus in 2012 and serves as Co-Head of the value creation function. In addition to providing oversight for the value creation function, as the firm’s Chief Digital Officer, Raj is also responsible for product and technolo… Read full bio

Hemant Lamba

Executive Vice President and Global Head - 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 is Executive Vice President and Head of Strategic Sales at Infosys globally, r… Read full bio

Marc Lino

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

Marc leads Bain & Company’s global Sustainability efforts for the Private Equity practice. In this capacity, Marc works with clients across the investing value chain – from fundraising and strategy through diligence and ownership, and eventual ex… Read full bio

James Markham

Senior Partner – Value Creation, Graphite Capital

James joined Graphite Capital in 2002 and heads up the Value Creation team. Currently, he is on the board of three portfolio companies and works on a number of others. He focuses on value creation impact and implementing best practice across Graphite… Read full bio

Lee McCabe

Operating Partner, AEA Investors

Lee joined AEA Investors in 2019 and serves as an Operating Partner. In addition to providing oversight for the digital value creation function, Lee is also responsible for digital diligence with prospective investments as well as ongoing work with t… Read full bio

Douglas Mclvor

Director, AlixPartners

Douglas helps business overcome complex operational and supply chain challenges. He has more than three decades of experience in guiding businesses through sustainable transformations by way of supply chain and operations strategies, operating model… Read full bio

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Prior to joining Searchlight in 2022, Ms. Migliaro worked as a principal in talent management and organizational effectiveness at Apollo. Previously, Ms. Migliaro was the head of compensation and veteran affairs at UBS and worked in human resources a… Read full bio

Alessandro Moretti

Head of Operational Value Creation, Public Investment Fund

Mr. Alessandro Moretti is currently leading the Operational Value Creation Team at the Public Investment Fund since December 2019, Executive Committee member in Noon since 2021 and Board Member in HPDC investment fund since 2022. Prior to his work at… Read full bio

Milena Moutsopoulou

Operations Director, Nordic Capital

Joined in September 2021, Milena leads our value creation in our Technology and Payments space, while owning our B2B Go to market playbook. Milena joined from Salesforce.com (SFDC) where she headed up platform sales across enterprise and commercial a… Read full bio

Yawar Muard

Managing Director, A&M

Yawar Murad is a Managing Director with Alvarez & Marsal Private Equity Performance Improvement in London, and leads the firm’s Technology Advisory practice in Europe. With more than 24 years of leadership experience in industry and advisory role… 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

Anush Newman

Managing Director, JMAN Group

Anush is CEO and co-founder of JMAN Group, leading the business across the UK, Europe and North America. Having driven their entry into Private Equity, Anush holds many of JMAN's relationships with funds and operating partners, leveraging data analyt… Read full bio

Karen O'Mahony

Managing Director, PEAL Capital Group

Karen is the Founder and Managing Partner of PEAL Capital Group, a female-led and owned lower midcap Private Equity firm with a thematic lens and a focus on diversity and inclusion. Prior to establishing PEAL, Karen was Deputy CIO and Executive Direc… Read full bio

Maria Orlowski

Partner, Value Creation, GTO Partners

Maria joined GTO in 2023 as a Partner to lead value creation. Prior to GTO, she spent 15 years working with businesses to drive growth both in a private equity context and as a consultant. Most recently, she spent six years at Hg and then Inflexion.… Read full bio

Andros Payne

Founder, Humatica

Andros is the Founder of Humatica. Based in Zurich, he has more than 25 years’ international experience as a transformation leader, buy-out investor and consultant for private equity backed companies across Europe, North America and Asia. Andros is a… Read full bio

Charlie Ponsonby

Co-founder and CEO, Plandek

Charlie started his career as an economist in the developing world, before moving to Accenture. He held various senior management positions in retail and technology and was Marketing Director at Sky until 2007. He left Sky to found and run Simplifydi… Read full bio

Andrew Probert

Managing Director, Kroll

With over 20 years of experience, Andrew is a managing director at Kroll where he leads the firm’s EMEA environmental, social and governance (ESG) advisory services. He helps private equity clients and their portfolio companies to prevent, detect and… Read full bio

Benjamin Puche

Director Value Creation & Sustainability, Paragon Partners

Benjamin joined Paragon Partners in 2021. He is responsible for driving value creation within the portfolio companies. Prior to Paragon he was in leadership and strategy roles for a leading testing, inspection and certification player and previously… Read full bio

Duncan Ramsay

Partner, ECI Partners

Duncan is a Partner within ECI’s Commercial Team where he splits his time between assessing new deals for ECI and supporting ECI’s portfolio companies in driving their value creation agenda. Duncan has a tech background and his career has seen him fo… Read full bio

Jan Rattay

Operational Due Diligence & Value Creation Services, Deloitte

Jan is a Partner in the Operational Due Diligence and Post Deal Services team in London. He has over 10 years of Corporate Finance experience working with both private equity and corporate clients, and has advised on over 100 transactions. Jan specia… Read full bio

Ilinca Rosetti

Operating Partner, JC Flowers & Co

Dr. Ilinca Rosetti is an Operating Partner at J.C.Flowers. She splits her time between assessing new deals and supporting portfolio companies in driving and implementing their value creation agenda. Prior to joining the firm, Dr. Rosetti served as CE… Read full bio

Alan Roux

Operating Partner, CVC Capital Partners

Alan joined CVC‘s Operations team in 2016, and has worked on deals including Lipton Teas, TMF, QA, Ontic, Paysafe, Moto and SonaeMC. Prior to CVC, Alan spent nearly as decade as the Operating Partner responsible for Blackstone’s European Private Equi… Read full bio

Robin Rowland OBE

Partner & Chair Rosas, Pho & Thunderbird, Trispan

Robin joined Trispan’s PE dedicated Restaurant fund ‘Rising Stars’ in Jan 2018 as a full time Operating Partner & to date has helped acquire & now chairs 4 UK restaurant companies Pho, Rosa Thai, Mowgli & Thunderbird (~100 restaurants)… Read full bio

Suzie Ruffley

Managing Director, Global Head of People & Sustainable Culture, Foresight Group

Suzie is an Occupational Psychologist with MSc’s in Occupational Psychology and Coaching Psychology and over 18 years of human capital experience. Suzie is Global Head of People and Sustainable Culture at Foresight Group and has been with them for ov… Read full bio

Tim Sanders

Vice President of Client Strategy, Upwork

Tim leads client strategy at Upwork where he helps leaders transform their businesses through the adoption of on demand talent solutions. He began his career as an early stage member of Mark Cuban's broadcast.com and, once acquired, he became the chi… Read full bio

Simo Santavirta

Senior Managing Director, Ardian

Simo Santavirta is Senior Managing Director and Head of Ardian Infrastructure Asset Management. Simo was/is a board member of portfolio companies such as LBC, Andberg Vind, Kallista, Enovos, Skyline Renewables and Hill Top. Simo joined Ardian in 2016… Read full bio

Wessel Schevernels

Operating Partner, PATRIZIA Infrastructure

Wessel is an Operating Partner at PATRIZIA-Infrastructure and leads the ongoing asset management of its investee companies in Europe. He has worked for over 25 years in leading roles in both mature and emerging markets across Europe, the Middle East… 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

Chris Smith

Partner, Leathwaite

Chris is a Partner with Leathwaite where he leads the firms’ global HR and Human Capital practice while also coordinating the firm’s private equity portfolio company work. Chris has over fifteen years of global search and advisory experience across H… Read full bio

Katrina Stewart

Partner, Eton Bridge Partners

Katrina Stewart is a Partner in the HR Practice at Eton Bridge Partners. She has an impressive track record in delivering high-end HR leadership and board-level roles in PE and VC backed organisations. She works with funds and portfolio companies to… Read full bio

Geordie Stewart

Principal Consultant, Endava

Geordie is a highly experienced and qualified information security professional with a 20-year track record of helping organisations understand and manage their information security risks. Geordie specialises in enterprise security governance where h… Read full bio

John Tang

Managing Director, Cerberus Capital Management

Dr. Tang is part of the leadership team of Cerberus Technology Solutions, the Technology Operating Platform at Cerberus, focused exclusively on leveraging emerging technology, data, and advanced analytics to drive business transformations. In his rol… Read full bio

Lisa Telford

Partner, Montagu Private Equity

Lisa joined Montagu in February 2017. Previously, she spent twenty years in commercial and general management roles at Lucent Technologies, Warner Brother and Canal Plus, followed by 4 years in executive search specialising in board-level executive a… Read full bio

Darren Thorpe

Chief Product Officer, PEI Group

Darren joined PEI in May 2022 as Chief Product Officer, with direct responsibility for Product, Engineering and Data. Darren started his career as a software engineer, predominantly working for data-rich SAAS based businesses, and has previously held… Read full bio

Christian Trümpler

Member of Management, Operating Directors & Entrepreneurial Governance, Partners Group

Christian Trümpler is part of the Operating Directors and Entrepreneurial Governance business unit, based in Zug. He has been with Partners Group since 2012 and has 17 years of industry experience. Prior to joining Partners Group, he worked at Sonova… Read full bio

Nick Twyman

Partner, Private Equity Lead, RHR International

Nick Twyman is a partner at RHR International and leader of the firm’s private equity practice area. His responsibilities include developing new business, evolving RHR’s private equity solutions to meet ever-changing business challenges, and providin… Read full bio

Amit Vij

SVP, Private Equity, Tech Mahindra

Amit is a leader in Tech Mahindra’s PE practice and is responsible for engagement with PE funds and portfolio companies. Previously, Amit has held global leadership roles at leading IT & Business Process Management companies & has also been o… Read full bio

Stijn Vos

CEO, ESDEC

Stijn Vos, chief executive officer of Esdec Solar Group, on this: "The mounting system only makes up 10 percent of a complete installation, nevertheless it must carry everything for 20 years". We continue to focus on product development, with the aim… Read full bio

Bridget Walsh

Global Private Equity Leader, EY

Bridget is Global Head of Private Equity (PE) at EY. In 2022 EY announced a US$1b investment to expand its PE capabilities. Bridget leads this investment as well as a team across 145 countries, advising on some of the most prominent global PE deals.… Read full bio

Lisa Weaver-Lambert

Founder, Oxford AI Studio

Lisa Weaver-Lambert is an experienced business leader and company director who collaborates with private capital firms across a variety of sectors to leverage technology, data and AI to drive value. Previously, she worked for Microsoft, Accenture and… Read full bio

Connect with a community of expert operating partners and C-level executives

PEI’s Operating Partners Forums are a unique blend of networking, collaboration and thought leadership between private equity operating partners, portfolio operations teams and sponsors.  Each venue is custom designed to encourage conversation about value creation best practices, relationship building and knowledge sharing across functional areas on the most pressing issues facing their investment and portfolio companies. Access to the Forum is limited to operating partners/value creation experts from private equity, and sponsoring firms.

For more information on ways to engage with PEI’s Operating Partners community, please contact Lawrence Dvorchik at lawrence.d@pei.group or call on +1 (646) 545-4429

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