International
Operating Partners Forum Europe London 2024
22 - 23 May 2024,
Convene, 133 Houndsditch, London
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. In 2025, the 14th 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 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.
The first and largest event focused on the role of the Operating Partner and value creation. Great mix of attendees makes it the best networking event.
James Markham
Senior Partner Value Creation, Graphite Capital
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, working with CEOs, 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 Capstone, Partners Group and many more.
2024 agenda highlights
The 2024 agenda covered the most prominent functional topics in value creation:
- AI for value creation: practical use cases beyond the hype
- Navigating operating partner-deal team dynamics
- Advanced revenue growth strategies as a key driver in value creation
- Talent retention best practices in the current economic climate
- Unlocking data science and advanced analytics for value creation
- Finance in the current landscape: operating partners share challenges and opportunities
- And much more…
Meet the largest European operating partner network
2024 speakers
Our 2024 leading advisory board
2024 agenda
For more information about the agenda, please contact Kitty Watson.
kitty.w@pei.group | +44 (0)203 953 8587
Agenda
Pre-conference events - Tuesday 21st
Operating Partners Forum Europe Pre-Event Welcome Reception at The Skyline London (invitation-only for operating partners)
Join the operating partners attending the Europe Forum at our opening grand reception. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.
Venue: The Skyline London, 100 Minories, London, EC3N 1JY, United Kingdom
Operating Partners Forum Europe Dinner at The Skyline London (invitation-only for operating partners)
Join us for a private dinner designed exclusively for all operating partners attending the Forum.
Venue: The Skyline London, 100 Minories, London, EC3N 1JY, United Kingdom
Agenda
Operating Partners Forum Europe - Day 1 - Wednesday 22nd
Registration and breakfast
Think tanks for full-time operating partners: value creation war room (invitation-only) - Digital and Technology Operating Partners
These closed-door discussions will allow you to learn and share strategies together with your operating partner peers. Please select one of the rooms based on your functional expertise:
Room 1: Digital and Technology Operating Partners
Think tanks for full-time operating partners: value creation war room (invitation-only) - Human Capital/Talent Operating Partners
Think tanks for full-time operating partners: value creation war room (invitation-only) - GTM, Sales and Revenue Growth Operating Partners
These closed-door discussions will allow you to learn and share strategies together with your operating partner peers.
Room 3: GTM, Sales and Revenue Growth Operating Partners
Streisan Bevan
Director, Specialist – Customer Insight and Sales Effectiveness, Mayfair Equity Partners
Read bioThink tanks for full-time operating partners: value creation war room (invitation-only) - Finance Operating Partners
PEI’s welcome and chairman’s opening remarks
Tim Sanders, Vice President of Client Strategy, Upwork
Rewriting the Value Creation Playbook for the 2024 Market Environment
- What PE industry dynamics are driving changes for Value Creation Teams?
- What are the most important business issues on the minds of CEOs and how are they impacting Value Creation Teams?
- How is the role of the operating partner evolving given these market factors?
- What new behaviours should Operating Partners adopt?
Facilitator: Jim Corey, Managing Director, Blue Ridge Partners
Leveraging AI as a vital driver of value creation in the evolving private equity landscape
- How to move from the mechanics of AI to tangible financial implications such as return on investment, the costs, etc
- Identifying innovative ways of how CFOs and companies have implemented AI
- How to correctly allocate and move resources for AI
Facilitator: Claudio Crivelli, RVP, Global Private Equity Practice, Salesforce
Driving value and growth: Emerging trends in private equity carve out transactions
- How the current macroeconomic climate has impacted the nature and enthusiasm for carve out transactions
- How are buyers and sellers changing their approach to delivering carve outs
- Lessons learned in successfully driving value from recent carve out transactions
Facilitator: Dominic Orchard, Managing Director, Alvarez & Marsal
Creating sustainable impact: the role of organizational health in transformation
Networking break
Interactive Working Group 1 (for operating partners only) - Pulling SaaS commercial levers to scale up post a period of depressed growth
- Executing price uplifts efficiently, and pitfalls to avoid
- Uncovering new revenue streams through usage and consumption
- Diversifying growth strategies with non-traditional sales-assisted models and an efficient growth stack
- Decreasing the cost and time of sale via touchless selling motions
- • Monetizing new AI solutions vs just using AI to drive efficiency
Facilitator: Michael Belkin, Head of PE Practice, Zuora
Interactive Working Group 2 (for operating partners only) | Diversity of boards: sharing practical examples of what needs to be built out
- Comparing board diversity across your companies: operating partner insights
- Do you have good diversity of boards? What does good look like?
- How do you increase board diversity? What are the challenges associated with it?
- What initiatives are you driving for women on boards across portcos? What can be done better?
- What tools and metrics are you using to achieve and track diversity on boards? What are you doing that is innovative and unique?
- How do you go about increasing your pipeline and pool of qualified diverse board members
- How do you develop and mentor high potential NEDs in looking at the future of boards
Facilitated by: Charlotte Cederwall , Partner, Acertitude
Interactive Working Group 3 (for operating partners only) - Unlocking the value of your data, is it closer than you think?
In this session we discuss three hypotheses for unlocking value from data and generative AI.
- Hypothesis 1: Use data as a foundation right from the start of the deal life cycle
- Hypothesis 2: Be ruthlessly value led in all your data investments
- Hypothesis 3: Go up the value chain to unlock greater returns from data and Gen AI
Facilitated by: Mike Magee, Head of Operational Value Creation, PwC
Sven Törnkvist, Global Head, EQT Digital
Networking Lunch
Women in PE portfolio operations lunch (invitation-only for operating partners)
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
Track 1 - The role of data in driving higher exit valuations
- How to set up the business for success throughout its ownership cycle from day 1
- How can value creation be accelerated through data?
- How should you use data analytics and reporting during exit preparation to maximize return?
- Understanding the importance of having robust and granular data during equity story development and diligence (and the changing expectations of the market)
- Showcasing a better data-driven management team and a data-enabled business
Facilitator: Anush Newman, CEO and Co-Founder, JMAN Group
Track 2 - From intent to action - How to protect and create value through sustainable operations
- The rising challenge of competing objectives: Growth, environment, operational efficiency, and social impact
- Breaking silos & illusion of performance: How do you know portfolio risks are adequately controlled?
- How to build resilience practicably into asset operating model
Facilitator: Nicholas Bahr, Global Director Risk & Resilience, dss+
Track 3 - Operating Partner’s Guide to Driving Value Through Procurement, from Beginner to Advanced
- Exploring how companies are achieving significant procurement success despite all odds
- Exploring effective cost management techniques to mitigate the impact of inflation on business operations
- Highlighting the importance of the relationship between the commercial and procurement functions to safeguard margins during unstable economic climates
Facilitator: Conrad Grajczak, Vice President, Insight Sourcing, part of Accenture
Track 4 - Future-proofing cyber security for PE portfolio companies: A cloud native Zero Trust approach
- Why are cyber attacks increasing in intensity & scale?
- What PE portfolio companies are doing to prevent, detect and respond to cyber threats?
- Why is a network centric security approach becoming archaic?
- How can a cloud-native zero trust platform approach future-proof the PE portcos?
- What steps can PE portfolio companies take to get ahead of the curve?
Facilitator: Akshay Grover, Global Private Equity Practice Lead, Zscaler
Track 5 - Building a Robust Talent Function: Developing and Scaling Talent Strategies in Private Equity from Year 1 to Year 4
- Year 1: Establishing the Foundation: Dissecting strategies to successfully hire and onboard the initial talent base to support early-stage investment activities
- Year 2: Refining Talent Practices: The role of training programs, mentorship initiatives, and career progression paths to foster talent growth
- Year 3: Scaling Talent Function: How to identify high-potential employees, develop succession plans, and implement leadership development programs
- Year 4: Sustaining and Evolving Talent Function: Navigating the process of talent management plans with the overall business strategy to ensure talent function supports the firm’s growth and success
Facilitator: Rory Gaston, Group Managing Director, Saragossa
Track 6 - Navigating the commercial private equity value creation journey: Strategies for success
- What investors are now looking for assets – and implications for what businesses at exit will need to have proven and what will / won’t excite investors on the next stage of growth
- Examining what “good” looks like at various stages of the value creation journey – from initial value creation planning to realising early gains to mid-cycle review to exit for the different value creation archetypes
- Key milestones, indicators of success and pitfalls to avoid at each stage
Facilitator: Tom Gladstone, Global Head of Private Equity, OC&C Strategy Consultants
Networking break
Track 7 - How to execute a multi-year digital transformation for a traditionally analog portco
- Operating partners share war stories in working with traditionally analog companies that are embarking on digital transformations
- How do you go about digitizing manual processes and use technology to improve operations
- Sharing dos and don’ts in moving non-software companies to digital: how best to engage with your companies to digitize workflows
- Uncovering digital capability building and change management as key factors that underpin the success of these transformations
- How are you using and showcasing data as part of the process to improve decision making?
Facilitator: Daniel Swann, Vice President, Business Development Europe & Head of Healthcare, Symphony
Track 8 - Unleashing Revenue Growth: exploring innovative pricing strategies as the key driver in value creation
- Understanding how implementing advanced pricing strategies can drive value creation
- Exploring the importance of pricing analytics in value creation and provide operating partners with best practices for implementation
- How to position your sales strategy to be aligned with the biggest opportunities in 2024
Facilitator: Ben Gregory, Managing Director, Teneo
Track 9 - Nurturing top talent – Within your firm and your portfolio companies
- How to build a high-performance team in looking at complementary skills, experiences, technical aspects, and personality traits
- Understanding the importance of diversity of thought to spark creative and nonhomogeneous ways of thinking
- How do you measure the right skillsets and metrics to create impact, drive cohesion, and avoid discrepancies? How are you filling specific roles based on objectives?
- Comparing and contrasting team structures at your portcos: operating partners share what works and what doesn’t to drive the value creation plan
- Dissecting the psychology of effective teams in looking at journey, purpose, positions, communication, and leadership
- Developing and improving future workforces in looking at tomorrow’s new talent
Facilitator: Rory Gaston, Group Managing Director, Saragossa
Track 10 - How to use technology to improve business processes and add value
- How introducing technology can enhance efficiency, productivity and create value
- Tackling the challenges that companies face when implementing new technologies and methods
- Highlighting case studies and examples of companies that have successfully used technology to improve their processes and add value
Facilitator: Jerone Walters, Senior Partner, Alysian
Track 11 - Dissecting the role of OPs in assessing leadership capabilities, conducting due diligence on management teams, and implementing succession planning
Facilitator: Craig McGlashan, Editor, PE Hub Europe
Track 12 - The role of the finance team and the CFO in creating value
- How to recruit for and retain high performing CFOs for portfolio companies
- How CFOs drive the value creation plan in the current economy
- Identifying the biggest challenges CFOs are facing in this environment
- Highlighting successful case studies illustrating the benefits of collaborative decision-making and strategic alignment between operating partners and CFOs
Facilitator: Michael J. Tyroller, Partner, Alix Partners
Networking break
Interactive Working Group 4 (for operating partners only) | Realise Untapped Enterprise Value from Operations
This session will allow the audience to join an interactive discussion with designated facilitators:
- Learn from case studies, how process and digital enablers contribute to Enterprise Value (EV) through process effectiveness, not just efficiency; impacting working capital, third-party spend reduction and growth. Including a discussion on why Operating Partners might be leaving money on the table and how might we change that?
- Hear how process effectiveness improvements can be worth several times the impact of cost savings, and how they can be achieved without necessitating implementation of a new ERP
- Dive into examples where the scale of the impact can meaningfully fuel growth
Facilitator: Peter Sheppard, Senior Partner and Lead, Genpact Private Equity Practice, Genpact
Interactive Working Group 5 (for operating partners only) - The impact of the economic climate on talent retention: strategies for attracting and retaining top performers
- What changes private equity firms have made to their talent models to adapt to the challenges in the macroeconomic environment
- Identifying the greatest recruitment challenges in this environment
- Beyond salary playbook: how to create a culture of retention in an ever-changing economic landscape
Facilitator: James Ryan, Partner, Riviera Partners
Interactive Working Group 6 (for operating partners only) - Operating Partner/CFO dynamics: the checklist for a successful portfolio company CFO
- How to support CFOs to be successful throughout the deal cycle
- How to assess and track CFO performance
- First-hand experiences from OPs who have worked with different CFOs and a deep-dive into the diverse skillsets they require
Facilitator: Christina Barakett, Managing Director, Alvarez & Marsal
End of day and cocktail reception
Agenda
Operating Partners Forum Europe - Day 2 - Thursday 23rd
Registration and breakfast
Breakfast Deep Dive Discussion 1 (for operating partners only) - Portfolio level analysis: showcasing how operating partners add value
This breakfast deep dive session will allow all operating partners to join an interactive discussion with designated facilitators.
Facilitated by: William Bundy, Partner, McKinsey & Company
Breakfast Deep Dive Discussion 2 (for operating partners only) - AI in Private Equity: What’s working and what’s not, and why
- Applications of AI that are making a difference now
- Applications that are soaking up investment but are not yet moving the dial
- How to tell the difference and what you can do about it
This breakfast deep dive session will allow all operating partners to join an interactive discussion with designated facilitators
Facilitated by: Catherine Brien, Partner and Managing Director, AI & Data Practice, Alix Partners
Clive de Silva, Partner and Managing Director, AlixPartners Technology practice, AlixPartners
This breakfast deep dive session will allow all operating partners to join an interactive discussion with designated facilitators.
Think tanks for full-time operating partners: value creation war room (invitation-only) - Emerging Operating Partners (1-2 years in PE)
This closed-door discussion will allow you to learn and share best practices of successful operating partners.
Room 1: Emerging Operating Partners (1-2 years in PE)
Think tanks for full-time operating partners: value creation war room (invitation-only) - Advanced Operating Partners
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:
Room 2: Advanced Operating Partners
Chairman’s welcome
Tim Sanders, Vice President of Client Strategy, Upwork
From boom to bust: How to transform your business and create value across functions while being cash restrained
- Exploring ways to identify and implement cost-saving measures without compromising value creation
- Discussing the role of digital transformation in streamlining processes and reducing costs
- Highlighting case studies and examples of businesses that successfully transformed and created value despite the turbulent climate
Facilitator: Rachel Barton, Strategy – Global Private Equity Lead, Accenture
How can Operating Partners and CEOs collaborate effectively to maximise value creation
- Exploring frameworks for aligning the operating partner’s expertise with the CEO’s vision and the portfolio company corporate strategy
- How the required skillset of a portfolio company CEO has evolved to adapt to the current landscape
- CEO and operating partner perspectives – The Do’s and Don’ts to ensure their unique partnership works smoothly and effectively
Facilitator: Amit Vij, SVP, Private Equity, Tech Mahindra
Networking break
Insights from Operating Partners, Deal Teams and Portfolio Company CFOs: Maximising Value on Exit
- Understanding the importance of the CFO in preparing for exit and how operating partners can maximise their CFOs’ impact
- How can CFOs and Finance functions contribute to operational improvement and value creation both during the lifecycle and towards exit
- Operating Partner, Deal Team, CFO, CEO, and Chair views from experiences of exits, and lessons learned with respect to the role of the CFO
Facilitator: Emma Cox, Global Private Equity Leader, Deloitte
Matt J. Baird
Managing Director, Operations & Strategy, OMERS Private Equity Europe Limited
Read bioThe role of the operating partner in accelerating value creation from due diligence to the first 100 days
- Determining procurement’s role in due diligence and 100-day plans
- Identifying successful strategies to enhance procurement and supply chain value within the initial 100 days
- Examining the evolving priorities of operating partners beyond cost optimisation and understanding the underlying factors driving these changes
Facilitator: Mark Maitland, Senior Partner and Global Head of Transaction Services & Private Equity, Simon Kucher
Mark Maitland
Senior Partner and Global Head of Transaction Services & Private Equity, Simon Kucher
Read bioClosing Plenary Panel - The AI Value Playbook: How to make AI Work in the real world
This session explores how businesses can adapt to AI technologies focusing on the questions frequently posed by leaders and boards:
- How can they start building and deploying AI as a strategic asset to drive efficiency and create value?
- What risks or threats need to be considered?
- How quickly can value be created?
Drawing from a series of in-depth and wide-ranging conversations with practitioners, from CEOs leading new generative AI-based companies to Data Scientists and CFOs working in more traditional companies, we hear how they have succeeded and failed in building AI solutions to futureproof their businesses. The result is a value-driven playbook for how AI can be put to work today.
Facilitator: Tim Sanders, Vice President of Client Strategy, Upwork
Speaker: Lisa Weaver-Lambert, Commercial & Technology Strategy and Data/AI Leader
Networking lunch
Interactive Working Group 7 (for operating partners only) | Board optimization: how to create value through the board
- Who from the board should be on the investment side
- Exploring what an optimal board structure looks like
- How to get more intrenched into real value creation with management and how to help them to improve
Facilitator: Tom Mountford, Portfolio Director, Bridges Fund Management
Interactive Working Group 8 (for operating partners only) | Comparing Go-To-Market strategies
This session will allow the audience to join an interactive discussion with designated facilitators:
- Highlighting the benefits and limitations of traditional go-to-market strategies and how to adapt the GTM approach for improved sales effectiveness
- How to use data-driven insights and analytics to develop targeted go-to-market strategies and drive revenue growth and create value
- How to diversify your route to market and the best channels to follow
Facilitated by: Greg Harwood, Partner, Simon Kucher
Connect with Europe’s leading Operating Partner community
The 14th annual forum will return to London in 2025. 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. In 2024, attendees participated in an agenda packed with social activities, interactive working groups, think tanks, networking breaks, a women’s lunch, and our pre-event grand reception and dinner to meet and exchange ideas.
PRE-CONFERENCE NETWORKING
Tuesday, May 21, 2024
Operating Partners Forum Europe Welcome Reception (invitation-only)
17:30-19:30
The Skyline London, 100 Minories, London EC3N 1JY
Join the operating partners attending the Europe Forum in a casual gathering at our opening grand reception. Exchange valuable insights with your peers in a relaxed setting and build your network before the conference kicks off.
Hosted by:
Operating Partners Forum Europe Welcome Dinner (invitation-only)
19:30-21:00
The Skyline London, 100 Minories, London EC3N 1JY
Join us as we welcome all the attending operating partners for a private dinner to facilitate networking before the conference. Increase your connections with leaders in PE value creation.
Hosted by:
DAY 1 lunch and reception
Wednesday, May 22, 2024
Women in PE Portfolio Operations Lunch Discussion (invitation-only)
13:00-14:00
This closed-door lunch discussion will explore key challenges and opportunities for women in PE portfolio operations.
Operating Partners Forum Europe Day 1 Networking Reception
17:40-18:30
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 BREAKFASTs
Thursday, May 23, 2024
Europe Forum Deep Dive Breakfasts (operating partners only)
7:45-8:30
These breakfast deep dive discussions, 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.
Featured interactive discussions & networking opportunities
Think Tanks
Led by operating partners and designed for operating partners only, these closed-door war room sessions will allow you to engage in lively discussions with your peers. The think tanks will also allow you to submit topics to be covered while sharing best value creation practices.
Interactive Working Groups
These exclusive deep dive discussions, only available to operating partners, allow you to participate in interactive and dynamic discussions with designated expert facilitators.
Pre-Event Resources
2024 speakers
Streisan Bevan
Director, Specialist – Customer Insight and Sales Effectiveness, Mayfair Equity Partners
Connect with the largest European community of expert operating partners
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 firms 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