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

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

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

 

Learn more

The value creation event for alternative asset classes

Europe’s largest event aimed at driving value within private equity owned companies is back in London.

Join your peers at this crucial time to discuss how to deal with the current downturn and return to growth post-crisis. Hear from experienced operating partners and C-level executives on how they continue to deliver value creation strategies, create top-line growth and drive EBITDA improvement in their portfolio.

The event provides extensive opportunities to connect with your peers. Join one-to-one meetings, group discussions, and think tanks to build relationships and compare value creation best practices.

Featured speakers in 2021 include

View all speakers
View all speakers

Connect with value creation professionals

Previous Forum attendees 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

Testimonials

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

Your membership includes:

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

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

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

Connect with value creation professionals

The virtual experience allows you to find and connect with the people you want to meet more easily. Search the attendee list, start a conversation and arrange meetings with value creation professionals.

Find the people you want to meet

Want to catch up with an old colleague or make a new contact with a specific focus?

Search and filter the delegate list and create a shortlist of the people you most want to meet. Message them to chat and arrange online video meetings throughout the event.

Arrange 1-2-1 video meetings

Share strategies and discuss ways to find growth post-pandemic in private meetings. During the event you can have video meetings with other attendees. Simply search the delegate list for the people you want to meet, arrange a time and send them a meeting invite. You can invite up to five people to any one meeting.

Identify other attendees with the same interests

Whatever your area of interest the forum discussions allow you to take part in conversations on the issues that matter most to you or start your own topic.

You will be able to see who else is joining the conversation and message them privately if you want to continue the discussion.

12 months access to the community

You will have 12 months of access to the platform. Login 4 weeks before the event to build your agenda and arrange meetings with the people you want to meet during the event.

The messaging and forums, as well as access to recordings of all sessions will be available 12 months after the event.

View the agenda for 2021

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 16th

Plenary
08:45 - 09:15

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

Alejandro Alcalde Rasch, 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?
  • 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?
A speaker photo for Alejandro  Alcalde Rasch

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

Read bio
A speaker photo for Alan Roux

Alan Roux

Operating Partner, CVC Capital Partners

Read bio
09:15 - 09:55

Commercial Excellence Keynote Survey

Jim Corey

Event knowledge partners Blue Ridge will present findings of a commercial excellence survey followed by reflections from leading operating partners on the results.

A speaker photo for Jim Corey

Jim Corey

Managing Partner, Blue Ridge Partners

Read bio
09:55 - 10:25

Making the “magic quadrant” work: how the deal partner, operating partner, CEO & board chairperson can work together to deliver value creation

Jim Strang
  • Defining the roles of all four members of the quadrant and why every situation is different
  • How can operating partners help set a framework for success?
  • How operating partners can work most effectively with each member of the quadrant
  • War stories of when the group doesn’t function and how-to turnaround challenging situations
A speaker photo for Jim Strang

Jim Strang

Chairman of the Board, Hg Capital

Read bio
10:25 - 10:50

Keynote Interview

10:50 - 11:30

Coffee & networking

Plenary
11:30 - 12:00

Developing a value creation plan for carve-outs

Krzysztof Drozd
  • 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
A speaker photo for Krzysztof Drozd

Krzysztof Drozd

Senior Managing Director, Varde Partners

Read bio
12:00 - 12:30

Innovative tech strategies for customer retention

  • Using tech, machine & AI to manage customer retention
  • The importance of identifying your key audience
  • Post-sale marketing to keep customers engaged
  • The importance of focusing on net retention
12:30 - 13:00

How digital transformation can give PE firms a competitive edge

  • Leveraging data & analytics to unlock cross-portfolio value
  • Developing a digital strategy for more traditional companies
  • Transforming in house processes in addition to those at portfolio companies
  • Using digital to transform the outside-in approach
13:00 - 14:00

Lunch

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

How to make the board effective in a disrupted economy

Alex Kesseler
  • 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
A speaker photo for Alex Kesseler

Alex Kesseler

Principal - Head of Performance Improvement, Antin Infrastructure Partners

Read bio
14:35 - 15:10

Ensuring a positive CFO/CEO relationship to drive success

Alain Beyens
  • 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
A speaker photo for Alain Beyens

Alain Beyens

Operating Partner, Mid Europa Partners

Read bio
15:10 - 15:45

Why addressing diversity is a business imperative

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
A speaker photo for Elizabeth Wallace

Elizabeth Wallace

Head of Portfolio Talent, Hg

Read bio
15:45 - 16:20

How to turn culture into a value driver

Daniel Huber, Martijn Bouquet
  • Identifying & incentivising key staff
  • How to communicate with staff beyond the management team
  • Implementing cultural change where issues are highlighted
A speaker photo for Daniel Huber

Daniel Huber

Head of Human Resources, Capvis AG

Read bio
A speaker photo for Martijn Bouquet

Martijn Bouquet

Portfolio Operations Manager, Waterland

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

Tech & talent: why a tech transformation plan needs to prioritise people first

  • How to highlight and address issues with tech expertise
  • Ensuring management teams are capable of delivering
  • Cast studies where the management team has been transformed in terms of tech expertise
14:35 - 15:10

Data science and advanced analytics in private equity

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
A speaker photo for Lisa Weaver-Lambert

Lisa Weaver-Lambert

Data and Digital Portfolio Executive

Read bio
15:10 - 15:45

Implementing digital and technological transformation a time of change

  • Using technology to make your portfolio businesses more efficient
  • Understanding the challenges around web-enablement and changes in consumer behaviour
  • Working with leadership to implement tech initiatives
15:45 - 16:20

Technology value creation and exit strategy

Guillaume Bourcier
  • 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
A speaker photo for Guillaume Bourcier

Guillaume Bourcier

Operating Director, Hivest Capital Partners

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

Optimising sales for the hybrid world

Moti Shahani, Harshavardhan Ramanan
  • 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?
A speaker photo for Moti Shahani

Moti Shahani

Managing Director, Blue Ridge Partners

Read bio
A speaker photo for Harshavardhan Ramanan

Harshavardhan Ramanan

Investment Director, LDC

Read bio
14:35 - 15:10

Cost optimisation to unlock value

  • Identifying which areas to prioritise
  • Focusing on pricing as we all as cost out
  • Setting targets and getting management buy-in
  • Implementing a cost performance culture in companies
15:10 - 15:45

Accelerating valuation through the go-to-market lever

Marc Metzner
  • 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
A speaker photo for Marc Metzner

Marc Metzner

Vice President, Alexander Group

Read bio
15:45 - 16:20

Using digital and analytical tools to enhance procurement savings

Michaela Merlin-Jones
  • What digital tools are available?
  • Having a cross portfolio view of procurement
  • Using expert advisors vs. having your own inhouse expertise
A speaker photo for Michaela Merlin-Jones

Michaela Merlin-Jones

Senior Associate, Vendor Optimization Specialist, Apax Partners

Read bio
16:20 - 16:45

Coffee & networking

Plenary
16:45 - 17:15

Tech due diligence to ensure post-deal technological success

  • How involved are operating partners?
  • To what extent is it possible to develop a tech plan pre-deal vs. dealing with what you are given?
  • Dealing with integration challenges when they come
17:15 - 18:15

Roundtable discussions over drinks

  • Procurement Challenges
  • Salesforce Effectiveness
  • Board Effectiveness
  • Talent Management
  • Digital Transformation

Agenda

Day 2 - Wednesday 17th

08:00 - 09:30

Invitation-only Think Tank for Operating Partners

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.

Plenary
09:30 - 10:10

Deal Mechanic case studies: Operational excellence stories explained by the participants

10:10 - 10:40

Why integrating ESG into value creation plans is now a necessity

Mark Lino, Anna Dellis, Rob Hetherington
  • 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, Partner, Global ESG leader for Private Equity, Bain & Company

A speaker photo for Mark Lino

Mark Lino

Partners, Global ESG Leader for Private Equity, Bain and Company

Read bio
A speaker photo for Anna Dellis

Anna Dellis

Partner, 3i Infrastructure

Read bio
A speaker photo for Rob Hetherington

Rob Hetherington

Senior Operating Partner, Bregal Milestone

Read bio
10:40 - 11:10

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

Frédéric Brunner, Simon Adcock
  • 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

Read bio
A speaker photo for Simon Adcock

Simon Adcock

Partner, Head of Portfolio Management, Bowmark Capital

Read bio
11:10 - 11:40

Shaping management equity plans to drive value creation

  • 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
11:40 - 12:15

Coffee & networking

Plenary
12:15 - 12:45

Making CEOs effective at PE backed companies

  • Choosing the right CEO, how crucial is previous experience of working with PE?
  • What specific characteristics are most important for CEOS
  • The importance of CEO interactions with the PE house and board
  • What are the usual reasons for failure? Spotting issues and when to pull the trigger

 

12:45 - 13:15

How to successfully implement a buy-and-build strategy

  • 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
13:15 - 14:00

Close of conference followed by lunch

14:00 - 15:00

Invitation only workshop sessions

Our workshops 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.

Workshop A: Board Effectiveness

Workshop B: Digital Marketing – Led by Bain & Company

Workshop C: Customer Experience

2021 Speakers

For more information on speaking opportunities please contact Charles Gould at charles.g@peimedia.com or call +44 (0) 203 879 3893.

 

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

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

Alain Beyens

Operating Partner, Mid Europa Partners

Biography to follow

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… Read full bio

Guillaume Bourcier

Operating Director, Hivest Capital Partners

Guillaume began his career in the packaging division of the Pechiney Group as an internal auditor in North America and then a plant controller in Brazil. He then worked as a consultant for almost 10 years in strategy within the Paris office of Bain… Read full bio

Frédéric Brunner

CEO and Founder, Genioo

As CEO & Co-Founder of Genioo, Frédéric advises and helps global corporations and their senior executives to innovate, transform and grow more rapidly. Frédéric is passionate about creating a better future for clients and their companies. He work… 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 250 companies on revenue-related… Read full bio

Anna Dellis

Partner, 3i Infrastructure

Anna joined 3i in 2006, is a Partner in the Infrastructure team, and leads asset management for the portfolio of economic infrastructure investments. Over the last 12 years, Anna has had a leading role on many of the large infrastructure investments… Read full bio

Krzysztof Drozd

Senior Managing Director, Varde Partners

Krzysztof Drozd is Global Head of Portfolio Operations focused on value creation in Värde private equity investments. Based in London, he joined the firm in 2007. Prior to joining Värde, Krzysztof was a Manager at Deloitte responsible for advisory on… Read full bio

Ralph Friedwagner

Managing Director & 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

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

Daniel Huber

Head of Human Resources, Capvis AG

Daniel joined Capvis in 2019 as Head HR. Previously, he was Head Group HR at Alpiq AG, and had leading HR-positions at Alstom, Schindler, PwC and at C and A Group. Daniel holds a M.A. in Business Administration from the Universities of Zurich and Yal… 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

Alex Kesseler

Principal - Head of Performance Improvement, Antin Infrastructure Partners

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

Mark Lino

Partners, Global ESG Leader for Private Equity, Bain and Company

Marc Lino is a partner in our Amsterdam office. He is the head of our Private Equity and Mergers & Acquisitions practices in the Netherlands and is the global ESG leader for our Private Equity practice. Marc is also a senior member of the firm's… Read full bio

Michaela Merlin-Jones

Senior Associate, Vendor Optimization Specialist, Apax Partners

Michaela Merlin-Jones is a Senior Associate in the Operational Excellence team. She joined Apax Partners in 2019 and is currently based in the UK. Prior to joining Apax Partners, Michaela was a Senior Manager at Efficio, a specialist Procurement cons… Read full bio

Marc Metzner

Vice President, Alexander Group

Marc Metzner is a vice president in the Stamford office. He has over 20 years of experience working across media, software/SaaS, medical products, business services and manufacturing to improve sales and marketing strategy and effectiveness. As natio… Read full bio

Elena Pantazi

Head of Talent and Portfolio Development, Northzone

Elena focuses on helping Northzone’s portfolio companies build strong teams and advise founders on their growth journey. She also works closely with our investment team on pre-deal talent needs across deal origination and due diligence. Prior to Nort… 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

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

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

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

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 technology to accelerate performance. Previously Digital and Data Director at Montagu Private Equity, ex-Accenture, and brings a strong and diverse line role experience in business-led… Read full bio

2021 Sponsors

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

Pre-Event Resources