Private Equity
International
International
Operating Partners Forum Napa 2024
13 - 14 June 2024,
The Meritage Resort and Spa, Napa
The leading West Coast value creation event
Now in its third year in person, the Operating Partners Forum San Francisco brings together an elite crowd of value creators in North American PE and VC portfolio operations.
Join the two-day event to get a firm grasp on key initiatives to transform operations, deliver growth, and drive value for your portfolio companies in this crucial time in the economic cycle.
With dedicated sessions focused on digital transformation and using technology to create value, the Forum connects the West Coast’s leading community of operating partners, private equity leaders, C-level executives, suppliers & resources.
Create the most operationally efficient portfolio companies
Hear first-hand perspectives on how to further develop your operational skill set.
Network with top value creators
Meet with the largest community of operational experts in one place over 2 days.
Learn key strategies for cross-portfolio initiatives
Find the right tools and knowledge to create value.
2023 agenda
The 2023 agenda is carefully curated to feature the most prominent functional areas in value creation:
- Sales & Revenue Growth
- Human Capital
- Technology/Digital
- ESG
- Supply Chain & Procurement
- Finance
- Marketing
- And much more…
2023 speakers
Meet the largest West Coast operating partner community:
The leading West Coast value creation event
Day 1
Unlocking the next frontier in digital value creation
Day 2
2023 agenda
View agenda page
Agenda
Day 1 - Wednesday 7th
07:30 - 08:40
Registration and breakfast
07:45 - 08:40
Think tanks for full-time operating partners — career paths, compensation, carry, and incentives (for operating partners only)
Brian Barnum,
Kyle Roemer,
Martin Mumford
Join our closed-door think tanks solely for PE and VC operating partners for an inside and exclusive look into career paths and the evolution of compensation plans for operating partners. Explore and engage in discussions with the best in the industry and find your answers to key questions such as:
- Do you get carry? What other incentive comp levers are operating partners seeing?
- How have comp plans changed throughout the years?
- How do you best position yourself internally in your career at your firms?
- How do you best position yourself in your career in working with portfolio companies?
Think Tank Room 1
Advanced Operating Partners — career paths, compensation, carry, and incentives
Facilitators:
Brian Barnum, Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital
Kyle Roemer, Managing Director, Head of Catalyst Group, Incline Equity Partners
Think Tank Room 2
Emerging Operating Partners (1-2 years in PE/VC) — career paths, compensation, carry, and incentives
Facilitator:
Martin Mumford, Operating Partner, Angeles Equity Partners
08:40 - 09:00
PEI’s welcome and chairman’s opening remarks
Tim Sanders
Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork
Plenary Sessions
09:00 - 09:40
Making the most of disruption in a downturn: operating partner and CEO value preservation playbooks
Burak Kiral ,
Michael Crest,
Paul Gille,
Amar Maletira,
Lauren McLeod
- Best practices for working with investors to effectively manage and perpetuate your business through the investment while strengthening your relationship with investors
- Innovative approaches for working with portco leadership to maximize value creation and returns
- Case examples when recently acquired, in mid-investment period, and during the exit
- Understanding how CEOs operate and address the rapidly changing world with agility
Moderator:
Burak Kiral, Partner and Managing Director, AlixPartners
Panelists:
Michael Crest, Operating Executive, True Wind Capital
Paul Gille, Operating Partner, TELEO Capital
Amar Maletira, CEO, Rackspace Technology
Lauren McLeod, Operating Partner, Onex Partners
09:40 - 10:20
The evolution of value creation and the operating partner model
Rob Frazzini ,
Ignacio Giraldo,
Prital Kadakia,
Colin Smith
- How are operating partner models evolving in PE and at your firm? How is the operating model different/unique at your firm?
- What does career progression look like for operating partners?
- Making the “magic quadrant” work: how the deal team, operating team, CEO, and board can work together to deliver value creation
- Comparing team structures from generalists to functional specialists and sector specialists
- What does your engagement approach with portfolio companies look like? How is the engagement approach changing? How do you build trust?
- Uncovering where your operating partner teams focus their attention: processes, resources, and playbooks
Moderator:
Rob Frazzini, Principal, Deloitte Consulting
Panelists:
Ignacio Giraldo, Partner, TPG Rise
Prital Kadakia, Partner, Serent Capital
Colin Smith, Managing Director and Head of Portfolio Transformation Team, Oaktree Capital
10:20 - 11:00
Market challenges in 2023: remedies for good tech companies getting into bad cash situations
Jeffrey Klein,
Bruce Chesebrough,
Subhi Sherwell
- When variable loans come due, where can tech companies find cash that meets the need and safeguards EBITDA
- Top line growth strategies
- Cost mitigation strategies
- What we are seeing working with software, technology and high-tech enabled services companies facing these conditions
Moderator:
Jeffrey Klein, Managing Director, Private Equity Performance Improvement, Alvarez & Marsal
Panelists:
Bruce Chesebrough, Operating Partner, New Mountain Capital
Subhi Sherwell, Field Operations Senior Advisor, TPG Capital
11:00 - 11:40
An inside look at key functional and cross-functional value creation initiatives across the investment lifecycle
Sean Mooney,
Margo Hays,
Bob Isaman,
Brian Kasser,
Cici Zheng
- Looking at best practices in pre-deal, 100 days, hold and exit through the lens of different functional area specialists
- What matters most to operating partners in different functional areas in analyzing different types of funds and sectors
- Functional specialist operating partners will share cross-functional initiatives: challenges and opportunities
Moderator:
Sean Mooney, Founder and CEO, BluWave
Panelists:
Margo Hays, Managing Director, Digital Strategy, TSG Consumer Partners
Bob Isaman, Chief Operating Partner, Graham Partners
Brian Kasser, Talent Partner, Welsh, Carson, Anderson & Stowe
Cici Zheng, Partner, ParkerGale Capital
11:40 - 12:10
Networking break
Interactive Working Groups Series I
12:10 - 12:50
Interactive Working Group 1 (for operating partners only) — Operating partner-CFO dynamics: driving engagement, support, and value creation initiatives
Alayna Stuck,
Curt Witte
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- Creating an impactful portfolio company CFO: how can PE best support portco CFOs to drive initiatives?
- How to best partner with CFOs during current challenging economic times
- Exchanging war stories of challenging relationships: dos and don’ts
- Accelerating your finance function through people, processes, and technologies
- Finance and accounting reporting and assessment best practices
Facilitators:
Alayna Stuck, Private Equity Practice Lead, Sage Intacct
Curt Witte, Partner, Head of Growth Factors, Bregal Sagemount
12:10 - 12:50
Interactive Working Group 2 (for operating partners only) — Untapped leverage: how to combat supplier price inflation and reduce your IT costs before you start negotiating
Virginia Lantz
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators.
Virginia Lantz, Director of Insight Sourcing Group’s IT Sourcing Practice will facilitate a topical discussion on IT cost optimization, with an emphasis on managing renewal spends. In this session, we will:
- Address recent trends in technology providers’ cost structures amidst recessionary climate
- Provide practical guidance for combatting supplier gamesmanship and price increases guised as inflationary pressures
- Explore demand management principles and advanced planning measures that help reduce IT costs and maximize negotiations outcomes
- Discuss product evaluation with emphasis on market proliferation of AI and machine learning tools and guidance on how to scrutinize potential AI investments
- Review contracting and relationship management practices to proactively ensure a strong starting position for future renewals
Facilitator:
Virginia Lantz, Director, Insight Sourcing Group
12:10 - 12:50
Interactive Working Group 3 (for operating partners only) — What is happening in buying centers and how does that impact value creation in portfolio companies?
Stephen Lane,
David Reid
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- How are customer buying centers responding to the macro environment?
- How are providers responding to these challenges, and what has worked?
- What value creation strategies will drive top line growth over the next 12 months?
Facilitators:
Stephen Lane, Senior Director, Teneo
David Reid, Senior Managing Director, Teneo
12:50 - 13:50
Networking lunch
12:50 - 13:50
Women in PE and VC portfolio operations lunch (invitation-only)
Debra Cash,
Martina Lauchengco,
Kate Migliaro
This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations:
- Exploring career paths, development, and how to position yourselves as female leaders
- Is your firm focused on women’s leadership at portfolio companies?
- What initiatives are you driving for women on boards across portcos? What can be done?
- Does your firm have any specific programs, leadership coaching, or assessments geared towards promoting women’s leadership?
- Looking at trends and stats in gender in PE and VC
Facilitators:
Debra Cash, Managing Director, Alvarez & Marsal
Martina Lauchengco, Partner, Costanoa Ventures
Kate Migliaro, Global Head of Portfolio Talent, Searchlight Capital Partners
Breakout Series I
13:50 - 14:30
Track 1 | Operating partner-deal team dynamics
Daniel Heidenreich,
Jason Friedrichs,
Gabriel Mesanza,
Billy Parks,
Achi Yaffe
- Discussing what your deal team wants and needs from you
- What do your investors value most in your role as an operating partner?
- How to build trust and grow your relationship with deal teams: what does a successful partnership look like?
- Showcasing best practices in the due diligence phase and across the investment cycle
- How does the current climate affect your partnership and what is most important when it comes to synergy in this environment?
Moderator:
Daniel Heidenreich, Director, Private Equity, RSM US
Panelists:
Jason Friedrichs, Director, Portfolio Operations, Altamont Capital Partners
Gabe Mesanza, Partner, Resource Group Lead, Huron Capital
Billy Parks, Operating Partner, Brand and Creative, TCG
Achi Yaffe, Managing Director, Portfolio Operations, GI Partners
13:50 - 14:30
Track 2 | Value accelerator: optimizing the PE operating team to accelerate time to value
Jeff Amann,
Kevin Jeon,
Ankur Patel,
Gabriel Shields-Estrada
- How 100-day plans are accelerating in the current environment and years to come
- What are the biggest mistakes to avoid in the first 100 days?
- What key roles and new roles are most important in rapidly accelerating the value creation plan?
- Uncovering holistic views across functions in looking at accelerating the value creation ecosystem overall
- Sharing operating partner initiatives in the fast lane: lessons learned to scale quickly and have an immediate impact
- Unlocking broad-based acceleration with tools, resources, and partners: how can value be achieved quickly and robustly for it to have an ongoing impact in the lifecycle sooner and sooner
Moderator:
Jeff Amann, Chief Customer and Commercial Officer, Products, Salesforce
Panelists:
Kevin Jeon, Director of Revenue Optimization, Peak Performance Group, Summit Partners
Ankur Patel, Operating Vice President, Accel-KKR
Gabriel Shields-Estrada, Principal, Value Creation, Vector Capital
13:50 - 14:30
Track 3 | Redefining your human capital playbooks in the current economy
Jan Jamrich,
Kelly Carlson,
Ann McCloskey,
Katie Solomon,
Bryan West
- Uncovering challenges, opportunities, and the overall impact of a downturn on the human capital function
- How do you demonstrate and convince all stakeholders about the value of human capital best practices and the function in this economy
- How are you changing your playbook? How are you looking at the quality of the leadership team in this environment?
- How are you engaging with and helping your portcos to grow and optimize given the uncertainty of the current climate?
- What are the lessons learned in looking at previous downturns? What do you foresee for the remainder of 2023?
Moderator:
Jan Jamrich, CEO and Founder, Entromy
Panelists:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Ann McCloskey, Operating Principal, Accel-KKR
Katie Solomon, Managing Director, Talent Management, Genstar Capital
Bryan West, Managing Director, Talent, Resurgens Technology Partners
Breakout Series II
14:30 - 15:10
Track 4 | Financial innovation: how operating partners and CFOs can drive growth plans in today’s climate
Tim Sanders,
Nicki Lambropoulos,
John Roselli,
Chris Westington
- Cutting costs, not capacity: looking at new and innovative approaches to budgeting when in headwinds
- Grasping game changing opportunities for companies in their ability to release new products and strategies for future growth
- Understanding how to gain financial and operational flexibility to bounce back faster
- Sharing examples and war stories of financial innovation during previous downturns
Moderator:
Tim Sanders, Vice President of Client Strategy, Upwork
Panelists:
Nicki Lambropoulos, Operating Partner, Cold Bore Capital
John Roselli, Operating Partner, New Harbor Capital
Chris Westington, Director of Portfolio Management and Value Creation, BCI
14:30 - 15:10
Track 5 | Beating inflation with advanced pricing strategies
Adam Echter,
Eddie Hartman,
Ryan McMullin
- Looking at inflation’s challenges and current opportunities in different industries/sectors
- The critical levers already in your control: optimizing your customer base
- Implementing urgent and opportunistic pricing changes in current times
- Using data: tracking these KPIs to achieve out-performing net retention
- Digital strategies: the technology that will increase your reach
- Engaging with companies to successfully execute pricing projects
Presenters:
Adam Echter, Partner, Simon-Kucher
Edward Hartman, Board Member, Simon-Kucher
Ryan McMullin, Operating Principal, Accel-KKR
14:30 - 15:10
Track 6 | Practical approaches for portfolio companies to drive ESG within value creation
Ellen O'Rourke,
Danica Elliott,
Allison Gosselin
- Uncovering practical steps in different phases of the investment lifecycle to embed ESG within value creation
- How should your portfolio companies think about ESG in looking at climate change and their carbon footprint? Any other specific areas within ESG?
- Mapping out and engaging with all key stakeholders on ESG
- What is the role of the operating partner in driving ESG initiatives?
- Sharing frameworks to evaluate ESG risks and opportunities
- ESG reporting: How are ESG based KPIs, and metrics being used effectively? What are LPs requesting?
Moderator:
Ellen O’Rourke, Director, ESG Practice, PwC
Panelists:
Danica Elliott, Principal and Head of Human Capital, Growth Advisory Team
Allison Gosselin, Director, Environmental, Social and Governance, Graham Partners
Breakout Series III
15:10 - 15:50
Track 7 | Keys of GTM, sales and marketing strategies from diligence to exit
Slade Kobran,
Elizabeth Dresdale,
Sam Jones,
Zorian Rotenberg ,
Prerak Vohra
- Improving your sales and marketing alignment and execution strategy in the different stages of the investment lifecycle
- Looking at GTM and marketing examples across different sectors
- What tech and resources are needed when it comes to GTM, Sales, and Marketing
- Understanding how to execute with longer hold periods and how to focus on organic growth in current times
Moderator:
Slade Kobran, Managing Partner, Private Equity, Chief Outsiders
Panelists:
Elizabeth Dresdale, Principal, The Catalyst Group, Incline Equity Partners
Sam Jones, Principal, KKR Capstone
Zorian Rotenberg, GTM, Sales & Revenue Growth Operating Partner, Charlesbank Capital Partners
Prerak Vohra, Managing Director, Goldman Sachs Asset Management
Zorian Rotenberg
GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners
Read bio
15:10 - 15:50
Track 8 | Talent acquisition, retention, and development: operating partners share human capital best practices
Winnie Chu,
Ashley Day,
Dan Grosh,
Kelie Morgan,
Nipul Patel
- Sharing advanced strategies in talent acquisition in the current environment
- What are the biggest challenges when it comes to recruiting in this environment?
- What types of leaders are needed at companies in this economy? How do you hire versatile people in this economy?
- How are you dealing with layoffs in the current market?
- What retention strategies are you using? What works and what doesn’t?
- How has the remote mindset impacted your hiring and retention plans?
- How do you develop high-potential talent in this climate?
Moderator:
Winnie Chu, Vice President, Strategic Alliances, and Regulated Industries, AspireHR
Panelists:
Ashley Day, Operating Partner – Human Capital, FFL Partners
Dan Grosh, Operating Partner, Human Capital, Diversis Capital
Kelie Morgan, Director of Talent Acquisition, Permanent Equity
Nipul Patel, Senior Vice President, Human Capital, Serent Capital
15:10 - 15:50
Track 9 | The future of finance: enabling a digital and data-driven CFO
Sarah Spoja,
Tiffany Breitkreutz,
Monica Johnson,
Anish Sharan
- Financial transformations: operating partners share war stories
- Establishing roadmaps for CFOs in digitizing your finance practice and reporting best practices
- How have you worked with CFOs to define their path to value via data and automation?
- What areas of automation in finance and accounting have been the most successful?
- Uncovering key skills needed in CFOs for portfolio company digitization: how the CFO must navigate the increasing IT complexity of today’s world
Moderator:
Sarah Spoja, Chief Financial Officer, Tipalti
Panelists:
Tiffany Breitkreutz, Operating Advisor, Norwest Equity Partners
Monica Johnson, Operating Partner and CFO, NGP Capital
Anish Sharan, Head of Digital Transformation, Pritzker Private Capital
Networking coffee break
15:50 - 16:10
Networking coffee break
Breakout Series IV
16:10 - 16:50
Track 10 | Customer analytics and growth of install base: turning data into a commercial driver
Austin Downing,
Mark Fiske,
Alok Garg,
Daniel Perry,
Shivani Tejuja
- Discussing the “why and how” in looking at: granular subscriptions/contracts, customers, product, usage, and support data to drive increased retention and renewals, upsell, and cross-sell
- Uncovering real world results and KPIs that depict customer health/the customer journey
- Key sales KPIs and metrics: utilizing data to achieve market differentiation and a sustainable competitive advantage
Moderator:
Austin Downing, Senior Manager, Data Scientist and Technology, West Monroe
Panelists:
Mark Fiske, Operating Partner, Digital Strategies, H.I.G. Capital
Alok Garg, Executive Operating Partner, Digital Transformation, Sumitomo Corporation of Americas
Daniel Perry, Director, Sales and Commercial Excellence, Parthenon Capital
Shivani Tejuja, Advisory Director, Charlesbank Capital Partners
Alok Garg
Executive Operating Partner, Digital Transformation, Sumitomo Corporation of Americas
Read bio
16:10 - 16:50
Track 11 | Fireside chat: the evolving role of the finance operating partner
Tony Esposito,
Subhi Sherwell
- What makes a great finance operating partner today?
- Discussing the breadth and depth of your role as finance operating partner today and what the role/model will look like in future
- How has the role changed in the last 3 years?
- How will it continue to change/evolve in the next 5 years?
- As a finance operating partner, how do you work best with management teams to accelerate finance value creation initiatives?
- How can finance operating partners drive more efficiency across functions in your companies?
- What does your ecosystem, model, and team structure look like?
Presenters:
Tony Esposito, Director, Private Equity and Venture Capital, Consero Global
Subhi Sherwell, Field Operations Senior Advisor, TPG Capital
Interactive Working Groups Series II
16:50 - 17:30
Interactive Working Group 4 (for operating partners only) | — Building Human Capital as a primary strategic asset of your firm
Rick DeRose,
Ben Holzemer
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- What skills are required for talent partners to become more valuable in the board room?
- What does long term talent management mean for a PE firm?
- Developing teams: how to focus on development of key portfolio company leaders
- Assessing and matching leaders to the current environment
- Uncovering diversity across portfolio talent initiatives
- How is the role of the talent partner evolving and changing and what lies ahead?
Facilitators:
Rick DeRose, Managing Partner and Co-Founder, Acertitude
Ben Holzemer, Partner, Head of Human Capital, TPG Global
16:50 - 17:30
Interactive Working Group 5 (for operating partners only) — Product development, strategy, and launch: operating partners share key insights
Michael Belkin,
Ryan Polk
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- Sharing lessons learned in the key phases of launching products across functions from the development side to execution
- Bringing new products to market in looking at the development side, the engineer side, user interface, branding, and GTM
- Understanding how product innovation and product velocity can turn into growth
- What role do Chief Product Officers play at your companies and what does your engagement model look like?
- How are things more challenging in the current market and what needs to be done differently?
Facilitator:
Michael Belkin, Director, Private Equity Partnerships and Global Alliances, Zuora
Ryan Polk, Operating Partner – Product & Technology, Insight Partners
16:50 - 17:30
Interactive Working Group 6 (for operating partners only) — Pricing execution workshop: operating partners share how to go from pricing theory to actual EBITDA realization
Tim Foster,
Zorian Rotenberg
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- Variables to consider when rolling out a pricing change across your GTM organization
- How to properly engage your customers/prospects: enabling your GTM organization to have the right conversations to drive success
- How to roll out price/packaging changes across customer segments and new prospects
- Do’s and Don’ts: why some pricing projects succeed while others fail
- Steps to ensure pricing projects impact the enterprise value of the organization
- Comparing pricing models: how to implement different models across different industries
Facilitators:
Tim Foster, Managing Partner, Maple Street Advisors
Zorian Rotenberg, GTM, Sales & Revenue Growth Operating Partner, Charlesbank Capital Partners
17:30 - 18:30
End of day 1 and networking cocktail reception
Explore our exclusive operating partner only networking
Expand your relationships and build your network with our operating partner exclusive networking events taking place throughout the Forum. Join our community of the brightest leaders in value creation that will help you in your day-to-day operations.
Pre-conference reception
Tuesday, June 6, 2023
Operating Partners San Francisco and Technology Forum Welcome Reception (invitation-only)
5:30 – 8:00 pm
Venue: Hotel Nikko Main Lobby, 222 Mason Street
Join the operating partners attending the San Francisco and Technology Forum at our opening reception in the main lobby of Hotel Nikko. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.
Hosted by:
Pre-conference dinners
Tuesday, June 6, 2023
Women in PE and VC Portfolio Operations Dinner (invitation-only)
7:30 – 9:00 pm
Venue: KANPAI Lounge, Hotel Nikko, 222 Mason Street
Join us as we welcome the women in PE portfolio operations attending the San Francisco and Technology Forum for a private sit-down dinner to facilitate networking before the conference. Increase your connections and exchange ideas with women leaders in value creation.
Technology Operating Partners Dinner (invitation-only)
7:30 – 9:00 pm
Venue: Restaurant Anzu, Hotel Nikko, 222 Mason Street
Join us as we welcome the digital and tech operating partners attending the Forum for a private sit-down dinner to facilitate networking before the conference starts. Increase your connections and exchange ideas with tech leaders in value creation.
Hosted by:
Day 1 lunch and reception
Wednesday, June 7, 2023
Women in PE and VC Portfolio Operations Lunch (invitation-only)
12:50 – 1:50 pm
Venue: Hotel Nikko, 222 Mason Street
This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations.
Hosted by:
Operating Partners San Francisco Forum Day 1 Networking Reception
5:30 – 6:30 pm
Venue: Hotel Nikko, 222 Mason Street
Our grand reception will allow you to chat and get to know your operating partner peers 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, June 8, 2023
Technology Deep Dive Breakfast (operating partners only)
7:45 – 8:30 am
Venue: Hotel Nikko, 222 Mason Street
This breakfast deep dive discussion designed solely for operating partners will focus on key strategies in digitally enabled commercial effectiveness and transformations.
Hosted by:
Featured interactive discussions & networking opportunities
Think Tanks
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 to learn from experts in functional areas of value creation.
Pre-Event Resources
2023 speakers
For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
Ketan Awalegaonkar
Chief Data and Analytics Officer, PwC
Ketan leads PwC’s Data, Analytics and AI practice, and the capability across PwC’s Global Network. He has worked with CEO’s and BOD’s of Global 2000 companies on driving market capitalization growth by 1-3X through digital transformations. Ketan also… Read full bio
Jeff Amann
Chief Customer and Commercial Officer, Products, Salesforce
Jeff Amann is the Chief Customer and Commercial Officer, Products at Salesforce, where he helps lead strategic product-led initiatives driving tangible value for the company’s most significant customers and partners. Jeff has a wide range of experien… Read full bio
Geoffrey Baird
Independent Operating Executive, Palladium Equity Partners
Geoff Baird is a Senior Operating Executive partnering with Palladium Equity in the technology sector. Working as a consultant he leverages extensive PE experience assisting sourcing of new investments and driving growth in their technology portfolio… Read full bio
Brian Barnum
Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital
Brian Barnum is the Operating Partner at Shamrock Capital Advisors and works with Shamrock's portfolio companies to improve operations and increase value. He currently serves as a director of Skillable, Ad Results Media, and Maple Media and has worke… Read full bio
Michael Belkin
Director, Private Equity Partnerships and Global Alliances, Zuora
Michael Belkin leads Private Equity Partnerships & Global Alliances at Zuora. Michael began his career at H.I.G. Growth Partners prior to co-founding & operating Nextgengolf, a golf events & technology company, which was acquired by the P… Read full bio
Sebastien Bilodeau
President, Cerberus Technology Solutions, Cerberus Capital Management
Sebastien Bilodeau is the President of the Cerberus Technology Solutions (CTS) group at Cerberus. He is a highly qualified and driven executive with leadership and value-added skills. He has extensive experience in digital, eCommerce, data, offline c… Read full bio
Tiffany Breitkreutz
Operating Advisor, Norwest Equity Partners
Tiffany provides a breadth of finance and business systems best practices, assessments, and expertise as well as functional resource management supporting our finance executives across our portfolio. Prior to NEP, Tiffany was a partner at Growth Oper… Read full bio
Ben Cao
Technology Advisor, Seacoast Capital and Vice President, Head of PE & VC, Symphony
Ben is currently a technology advisor at Seacoast Capital and the Head of PE and VC at Symphony. Previously, he was a private equity investor and operator at various growth stage companies and a product and engineering leader at Rokt, Google and IBM… Read full bio
Kelly Carlson
Managing Director, Head of Talent, STG Partners
Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO… Read full bio
Debra Cash
Managing Director, Alvarez and Marsal
Deb Cash is a Managing Director with Alvarez and Marsal's Private Equity Performance Improvement practice in Houston. She specializes in corporate finance, financial reporting, accounting remediation, and accounting-related business process improveme… Read full bio
Winnie Chu
Vice President, Strategic Alliances, and Regulated Industries, AspireHR
Winnie Chu is responsible for business development in the public sector and growing strategic alliances across AspireHR. She has an impressive track record of managing and leading many successful large scale SAP HCM and SuccessFactors projects across… Read full bio
Bruce Chesebrough
Operating Partner, New Mountain Capital
Mr. Chesebrough, Operating Partner, joined New Mountain in 2022. Mr. Chesebrough has spent his entire career as a Growth Officer and Commercial Excellence executive, and he has worked in many industries in the B2B arena including: technology, discret… Read full bio
Mike Cochran
Managing Director, Head of CFO Tech Services, Accordion Partners
Mike is a Managing Director and head of Accordion’s CFO Tech Services Practice with more than 25 years of experience delivering transformational financial solutions through the enablement of technology. He specializes in Enterprise Performance Manage… Read full bio
Michael Crest
Operating Executive, True Wind Capital
Mike joined True Wind Capital in 2021 with the responsibility for the development and execution of operating best practices across our portfolio. Mike brings more than 25 years of IT industry experience where he was most recently CEO and President at… Read full bio
Ashley Day
Operating Partner - Human Capital, FFL Partners
Ashley Day, PhD, joined FFL in 2021. Ashley works closely with FFL's portfolio companies advising them on all aspects of talent management including recruiting, compensation, succession planning, retention, team building, and performance management.… Read full bio
Rick DeRose
Co-Founder and Managing Partner, Acertitude
Rick is a purpose-driven entrepreneur and executive search leader on a mission to unleash human potential globally. As co-founder and managing partner of executive search firm Acertitude, he is charting a new course to take businesses to the next lev… Read full bio
Austin Downing
Senior Manager, Data Scientist and Technology, West Monroe
Austin leverages data to deliver insights in due diligence and drive actionability in value-add post investment. He executed a customer analytics initiative at a $4B retailer, driving double-digit growth in the partnering business unit via Customer L… Read full bio
Elizabeth Dresdale
Principal, The Catalyst Group, Incline Equity Partners
Elizabeth Dresdale is a Principal at Incline Equity Partners. She is responsible for identifying, assessing, and recommending sales and go to market strategies and improvements for portfolio companies. Elizabeth is based in the firm’s New York office… Read full bio
Cory Eaves
Operating Partner, General Atlantic
Cory A. Eaves is an Operating Partner at General Atlantic, providing strategic support and advice to the firm’s investment teams and portfolio companies with a focus on technology, operations, and digital transformation. Before joining General Atlant… Read full bio
Adam Echter
Partner, Simon-Kucher
Adam Echter is a Partner based in Simon-Kucher’s Silicon Valley office. He brings two decades of B2B sales and pricing experience across manufactured goods, industrial equipment and technology industries. Adam has built pricing and sales organization… Read full bio
Tony Esposito
Director, Private Equity and Venture Capital, Consero Global
Tony Esposito is an accomplished Director of Private Equity & Venture Capital at Consero Global, where he has been a vital member of the team since December 2020. With over 10 years of experience in operating roles across business development, sa… Read full bio
Mark Fiske
Operating Partner, Digital Strategies, H.I.G. Capital
Mark is an Operating Partner at H.I.G. Capital focused on marketing and digital strategies. Mark is based in the San Francisco office. In his role, he partners with portfolio organizations to develop and build comprehensive marketing and digital stra… Read full bio
Tim Foster
Managing Partner, Maple Street Advisors
Tim is the founder and Managing Partner of Maple Street Advisors. Maple Street is a boutique management consulting firm specializing in Pricing and Go-To-Market Excellence. Tim has spent over 20 years working with B2B companies across various industr… Read full bio
Rob Frazzini
Principal, Deloitte Consulting
Rob Frazzini is a passionate and creative disruptor with an extensive track record of helping businesses grow and scale. He is both a serial entrepreneur and a Partner with Deloitte Consulting. For over 25 years, Rob has worked in numerous industry s… Read full bio
Jason Friedrichs
Director, Portfolio Operations, Altamont Capital Partners
Jason Friedrichs is a Director for ACP. Jason partners with management teams to build great businesses in ACP’s portfolio. Prior to joining ACP, Jason worked with the portfolio companies of private equity firm Advent International. As a Vice Presiden… Read full bio
Alok Garg
Executive Operating Partner, Digital Transformation, Sumitomo Corporation of Americas
Alok Garg is a strategic operator who understands business of technology, having created global Hi-Tech & Software businesses with leading technology companies like Oracle, HP, VeriFone, BT and NTT etc. and disrupting Cloud, SaaS & AI busines… Read full bio
Rory Gaston
Director, Saragossa
Following a degree in psychology, Rory has dedicated his working life to the technology staffing industry. Recognising the challenge of solving an increasing disparity between supply and demand, he has drawn on his foundational knowledge in behaviour… Read full bio
Paul Gille
Operating Partner, TELEO Capital
Paul is an Operating Partner at TELEO Capital with over 30 years of experience leading, managing, and consulting in diverse operations, which range from $10M private equity-owned businesses to $45B 100K-person matrixed organizations with a record of… Read full bio
Ignacio Giraldo
Partner, TPG Rise
Mr. Giraldo is a Partner with TPG Growth and TPG Rise in San Francisco. As a member of the Business Building team, he focuses his time on consumer goods, retail, the circular economy and ed-tech. Prior to joining TPG, Ignacio worked in management con… Read full bio
Allison Gosselin
Director, Environmental, Social and Governance, Graham Partners
Allison joined Graham Partners in 2021 to lead the firm’s environmental, social, and governance (ESG) program that seeks to create shared value for Graham Partners’ investors and other stakeholders working across its investment portfolio and internal… Read full bio
Dan Grosh
Operating Partner, Human Capital, Diversis Capital
Dan Grosh is an Operating Partner, Human Capital at Diversis. He focuses on talent strategy, enhancing leadership teams and special projects for Diversis and the firm’s portfolio. Dan has played a significant role at Calibre One. He served on the glo… Read full bio
Akshay Grover
Managing Director - Global Private Equity Practice, Zscaler
Akshay Grover serves as the Global Private Equity practice leader at Zscaler. Akshay has 20+ years of results-driven and forward-thinking transformational leadership experience in Private Equity, M&A, Divestitures consulting, SaaS GTM strategies,… Read full bio
Deron Grzetich
Senior Partner, National Cyber Leader, West Monroe
With over 20 years of experience in cyber security, Deron has developed expertise across diverse industries, including oil & gas/energy, healthcare, financial services, and legal/professional services firms. He holds a BS in Chemical Engineering… Read full bio
Eddie Hartman
Board Member, Simon-Kucher
Eddie Hartman is a Board Member at Simon Kucher’s San Francisco office. He specializes in developing high-growth revenue strategies, conducting effective go-to-market planning, and achieving recurring revenue excellence. Eddie works with small “hyper… Read full bio
Margo Hays
Managing Director, Digital Strategy, TSG Consumer Partners
Margo Hays is a Managing Director in TSG’s Larkspur, CA office. She established and leads a team of digital operators that work alongside our portfolio brands and investment teams to drive value through digital transformation. She has dedicated her e… Read full bio
Daniel Heidenreich
Director, Private Equity, RSM US
Dan is a business development director at RSM where he focuses on connecting private equity funds and their portfolio companies to the full suite of RSM's transaction advisory, assurance, tax, and consulting solutions. With a background as a private… Read full bio
Tye Howell
Principal, Rubicon Technology Partners
Tye Howell is responsible for the development and execution of Data Analytics and Digital Transformation strategies for Rubicon’s portfolio companies in partnership with the rest of the team. Prior to Rubicon, Tye was an executive at Blue Point Capit… Read full bio
Matt Hollcraft
Operating Partner – Cybersecurity, H.I.G. Capital
Matt Hollcraft is Operating Partner – Cybersecurity with H.I.G. Capital, a $60B AUM firm with 27 funds. The Firm has a middle-market investment focus and Matt’s role encompasses management of cybersecurity and privacy strategy, operations and complia… Read full bio
Ben Holzemer
Partner, Head of Human Capital, TPG Global
Ben Holzemer is a Partner at TPG and the Head of Global Human Capital, based in San Francisco. Under his leadership the firm’s human capital team partners with TPG’s investment professionals and portfolio company leaders around the world to build gre… Read full bio
Chris Hueneke
Chief Information Security Officer, RKON
Chris Hueneke leads the Security Practice at RKON responsible for Security Advisory and Security Operations services. He is currently the virtual Chief Information Security Officer for several Private Equity portfolio companies adding value by protec… Read full bio
Bob Isaman
Chief Operating Partner, Graham Partners
Robert (Bob) Isaman is the Chief Operating Partner at Graham Partners, Inc., where he leads private equity portfolio operations for the firm across Graham’s flagship and growth funds. In this role, he works closely with the investment teams, external… Read full bio
Sajjad Jaffer
Head of Data, Analytics and Machine Learning, GrowthCurve Capital
Sajjad is the Head of Data Analytics and Machine Learning and a member of the Investment Committee at GrowthCurve Capital. He joined GrowthCurve at its inception in 2021 as part of the founding Senior Leadership Team. GrowthCurve Capital is a private… Read full bio
Jan Jamrich
CEO and Founder, Entromy
Jan is CEO & Founder of Entromy, the leading organizational assessment platform that enables private equity firms to rapidly understand organizational network dynamics and critical business areas that affect portfolio company performance. As a ke… Read full bio
Kevin Jeon
Director of Revenue Optimization, Peak Performance Group, Summit Partners
Kevin is a member of Summit’s Peak Performance Group and works with management teams to identify and execute growth strategies that build long-term value. He collaborates with leadership teams to help expand and drive revenue growth and optimization… Read full bio
Monica Johnson
Operating Partner and CFO, NGP Capital
Monica is the Operating Partner and Chief Financial Officer of NGP Capital. She leads operations, finance, portfolio management and ESG practices focusing on board guidance and NGP Capital’s influence to portfolio companies. Monica Johnson is a globa… Read full bio
Sam Jones
Principal, KKR Capstone
Sam Jones is a Principal at KKR Capstone in San Francisco, leading their efforts within KKR’s Technology Growth Equity strategy. He focuses on driving commercial and operational value creation efforts across software, tech-enabled services, and consu… Read full bio
Prital Kadakia
Partner, Serent Capital
Prital is a Partner at Serent Capital. He leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earn… Read full bio
Brian Kasser
Talent Partner, Welsh, Carson, Anderson and Stowe
Mr. Kasser is the Talent Partner for the WCAS technology team. Focusing on executive talent strategy and management, he is responsible for helping WCAS’s technology companies to build outstanding leadership teams. He brings to WCAS more than a decade… Read full bio
Burak Kiral
Partner and Managing Director, AlixPartners
Burak has over 20 years of combined consulting and industry experience with a focus on serving Private Equity clients, their Port Cos, and Corporations across the end-to-end M&A transaction life-cycle to help generate timely and differentiated re… Read full bio
Greg Kegeles
Operating Partners, Digital Transformation, Newlight Partners
Greg has been with Newlight Partners since 2021. He has over 15 years of technology and operational leadership experience in both start-ups and publicly traded companies. He is responsible for supporting portfolio companies in their data & techno… Read full bio
Jeffrey Klein
Managing Director, Alvarez and Marsal
Jeffrey Klein is a Managing Director with Alvarez & Marsal’s Private Equity Performance Improvement in New York. He specializes in interim management for information technology (IT) initiatives, and is frequently engaged for IT pre-acquisition di… Read full bio
Slade Kobran
Managing Partner, Private Equity, Chief Outsiders
Slade is Chief Outsiders’ Managing Partner focused exclusively on the Private Equity sector. Based in the Greater NYC area, he works closely with Private Equity Operating Partners and other value creators to quickly identify and engage the Chief Outs… Read full bio
Raj Kushwaha
Co-Head of 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
Yale Kwon
Director, AlixPartners
Yale has almost 20 years of consulting and industry experience in the high-tech, telecommunications, automotive, and retail industries. He specializes in large-scale transformation programs, and clients benefit from his functional expertise in turnar… Read full bio
Nicki Lambropoulos
Operating Partner, Cold Bore Capital
Nicki Lambropoulos, Operating Partner Ms. Lambropoulos joined Cold Bore in 2021 as an Operating Partner. She is focused on advising and managing financial and operational improvement initiatives across the portfolio. Additionally, Ms. Lambropoulos is… Read full bio
Stephen Lane
Senior Director, Teneo
Stephen Lane is a Senior Director in Teneo’s Private Equity Growth practice, supporting global software, data and technology businesses with transaction advisory and value creation initiatives. Stephen advises Private Equity investors on enterprise v… Read full bio
Virginia Lantz
Director, Insight Sourcing Group
Virginia Lantz is a Director at Insight Sourcing Group (ISG). She is dedicated to the Consulting Delivery Practice and leads ISG’s IT Center of Excellence. Virginia is also a member of ISG’s Private Equity Practice. Virginia has twelve years of exper… Read full bio
Amar Maletira
CEO, Rackspace Technology
Chief Executive Officer Amar Maletira is a customer-focused global business leader with 25+ years of strategic and operational management, transformational leadership, sales, business development, and general management expertise. Amar joined Rackspa… Read full bio
Martina Lauchengco
Partner, Costanoa Ventures
Martina spent 30 years as a marketing and product leader. She started her career working on market-defining software, Microsoft Office and Netscape Navigator. She teaches what she’s learned with SVPG and is a lecturer at UC Berkeley's graduate school… Read full bio
Ann McCloskey
Operating Principal, Accel-KKR
Ann McCloskey is Operating Principal with Accel-KKR. Accel-KKR is a private equity firm with $9BN in assets focused on high growth software and technology enabled businesses. Ann’s primary focus areas are executive team effectiveness, executive searc… Read full bio
Lauren McLeod
Operating Partner, Onex
Lauren is an Operating Partner at Onex Partners. She leads the firms’ Value Creation planning efforts with all newly acquired businesses, along with the implementation of priority commercial and cost initiatives. Onex recruited Lauren from Bain &… Read full bio
Misha Logvinov
Director, Mubadala Performance Partners, Mubadala
Misha Logvinov is a Director (Senior Operating Partner) on the Mubadala Performance Partner team, based in New York City. Mubadala is a sovereign investor with $284 Billion AUM. Misha’s responsibilities include advising the Mubadala’s investment team… Read full bio
Will Lytle
Chief Operating Officer, Plandek
Will Lytle is the COO of Plandek, a SaaS platform that provides intelligent insights throughout the product and software delivery process. In addition to leading their Customer Success, Product and Engineering areas, Will works closely with and advis… Read full bio
Nick Maglaris
Vice President - Midmarket Strategic Initiatives, SAP
As head of the Midmarket Strategic Initiatives team, Nick is responsible for managing innovative strategic routes to market by developing new business models across the North America Midmarket influencer ecosystem. Along with leading the North Americ… Read full bio
Vikram Mahidhar
Data and Digital Transformation Operating Partner, Apollo Global Management
Vikram Mahidhar is Private Equity Operating Partner at Apollo Global Management. He focuses on investments and creating value for the funds and portfolio companies at the intersection of Data, AI and Digital. Vikram is also a Board member. Prior to A… Read full bio
Jeffrey Malcolm
Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management
A former CIO with a passion for driving next-generation vision and strategy by leveraging technology to make meaningful contributions to organizations on issues that drive revenue. His experience focuses on Cloud Migration, Digital Transformation, Un… 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
Ryan McMullin
Operating Principal, Accel-KKR
Ryan McMullin is an Operating Principal at Accel-KKR Consulting Group. Prior to joining Accel-KKR’s Consulting Group, Ryan was an Engagement Manager at McKinsey & Company, where he specialized in serving private equity portfolio companies and pri… Read full bio
Gabriel Mesanza
Partner, Resource Group, Huron Capital
Gabe has extensive experience across various industries and facets of company operations. Prior to Huron Capital, Gabe held multiple senior operating roles in Private Equity portfolio companies, including VP of Quality, VP of Operations, COO, and CEO… Read full bio
Shaz Mian
Equity Principal, RSM US
Shaz is a Principal in our Data & Digital Consulting Practice based in Dallas, TX. Shaz has 14+ years of planning and consolidation SaaS technologies, data & analytics, and operational experience across a business functions, focused mainly on… 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
Sean Mooney
Founder and CEO, BluWave
Sean is a former NY-based private equity partner turned entrepreneur, founder and CEO. While in private equity, Sean and his peers in the PE industry experienced significant and growing pressures to devise new ways to more effectively assess opportun… Read full bio
Jane Moran
CTO, Benevity (Hg portfolio company)
In the role of CTO, Jane leads the charge in delivering Benevity’s bold and innovative ESG-tech solutions as more companies around the world recognize the critical importance purpose brings to attracting, retaining and engaging employees and customer… Read full bio
Kelie Morgan
Director of Talent Acquisition, Permanent Equity
Kelie Morgan joined Permanent Equity in 2018 to contribute to the growth and success of the firm and its portfolio companies. As Director of Talent, Kelie has built the firm’s talent function from the ground up, with a primary focus on hiring executi… Read full bio
Declan Morris
Private Equity Transformation Advisor, Amazon Web Services (AWS)
Declan Morris is a Transformation Advisor to Private Equity firms and their portfolio companies. Prior to joining AWS, Mr. Morris spent six years at Splunk where he served as CIO during an intensive hyper-growth period that saw revenues soar tenfold.… Read full bio
Martin Mumford
Operating Partner, Angeles Equity Partners
Martin is an Operating Partner at Angeles Equity Partners. He is responsible for the evaluation and due diligence of new investment opportunities, driving post-close transformation and providing oversight across portfolio investments. Prior to joinin… Read full bio
Roy Nicholson
National Managing Principal, Digital Transformation, Grant Thornton
Roy Nicholson is a Principal in Grant Thornton’s Business Consulting Services team and the Digital Transformation Practice. He specializes in the area of Technology Strategy and implementation and advises Grant Thornton clients on how technology can… Read full bio
Ellen O'Rourke
Director, ESG Practice, PwC
Ellen is a Director in PwC’s ESG Deals and Strategy practice. Ellen currently leads buy-side and sell-side ESG due diligence for large private equity clients, with a focus on the link between ESG and enterprise value. Ellen work also includes advisin… Read full bio
Hoyoung Pak
Partner and Managing Director, AlixPartners
Hoyoung has extensive experience in both management consulting and industry executive roles in applying AI to the Private Equity, Consumer, Retail, and TMT industries. In addition, he has expertise in consumer insights, retail analytics, pricing, and… Read full bio
Julio Palacio
Chief Technology Officer, Mainsail Partners
Julio Palacio is the Chief Technology Officer at Mainsail Partners. He is a seasoned technology and people leader with notable entrepreneurial and corporate experience having spent over 30 years leading organizations in technology, product management… Read full bio
Billy Parks
Operating Partner, Brand and Creative, TCG
Billy Parks is an Operating Partner at TCG with extensive experience in brand building, content, creative strategy, and production. Prior to joining TCG, Billy served as Chief Brand Officer at CONAN, a JV between Conan O’Brien and Turner Media, where… Read full bio
Ankur Patel
Operating Vice President, Accel-KKR
Prior to joining Accel-KKR, Ankur was a customer & partner success leader at Celonis. Over the course of his five years with Celonis, Ankur launched, built and led the customer success & delivery organization for North America, as well as the… Read full bio
Nipul Patel
Senior Vice President, Human Capital, Serent Capital
Nipul Patel currently co-leads Human Capital at Serent Capital where he works to build winning leadership teams across the portfolio of companies. Prior to joining Serent Capital, Nipul served as Executive Director at Russell Reynolds Associates wher… Read full bio
Daniel Perry
Director, Sales and Commercial Excellence, Parthenon Capital
Dan Perry joined Parthenon Capital in 2022 as Director, Sales and Commercial Excellence. He has over 30 years of experience in Sales, Sales Leadership and Sales & Marketing Consulting working with private equity, public, small-middle and enterpri… Read full bio
Ryan Polk
Product and Technology Operating Partner, Insight Partners
Ryan Polk is a Product and Technology Operating Partner at global software investor Insight Partners, where he serves on the boards of product management companies such as DragonBoat and LaunchNotes. Prior to Insight, Ryan was the Chief Product Offic… Read full bio
Eli Potter
CIO as a Service, Insight Partners
Eli Potter is a Vice President of IT Systems and Data at Insight Partners, advising startups on enterprise applications at scale. She has a proven history of building capabilities that transform technology into critical business value. Two of her man… Read full bio
David Reid
Senior Managing Director, Teneo
David is a Senior Managing Director with Teneo’s Management Consulting business and serves as the leader of the Global Private Equity Growth Practice. David has 12+ years’ experience in management consulting and has lived across the UK, Continental E… Read full bio
Kyle Roemer
Managing Director, Head of Catalyst Group, Incline Equity Partners
Kyle Roemer is a Managing Director and Head of Catalyst Group at Incline Equity Partners. Kyle started and leads the Catalyst Group, Incline’s value creation team. He is focused on accelerating the growth of their portfolio companies through improvem… Read full bio
Josh Rogers
CEO, Precisely
Josh Rogers is the Chief Executive Officer of Precisely, the global leader in data integrity, with 12,000 customers in more than 100 countries, including 99 of the Fortune 100. As CEO, Josh leads Precisely’s global team of 2,500 employees as they bui… Read full bio
John Roselli
Operating Partner, New Harbor Capital
John Roselli currently serves as an Operating Partner at New Harbor Capital, a Chicago-based private equity firm. As an Operating Partner, John assists New Harbor’s investment teams in portfolio investment oversight in the areas of strategic planning… Read full bio
Neil Roseman
Technologist-in-Residence, Summit Partners
As Technologist-in-Residence, Neil works closely with the Summit team and our portfolio companies to assist with engineering organization design and architecture strategy. He brings over 20 years of experience in building high-scale software and web… Read full bio
Zorian Rotenberg
GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners
Zorian is a PE Operating Partner at Charlesbank Capital and specializes in tech GTM, Sales Strategy & Revenue Growth. He has been a CRO at several mid-market SaaS companies, driving profitable growth from $20M to $100M+ ARR. He began his career a… Read full bio
Miles Rowland
Head of Data and Analytics, Searchlight Capital Partners
Miles is the Head of Data & Analytics at Searchlight Capital Partners. He works closely with Searchlight’s portfolio companies to help them utilise their data assets to their full potential, whether that be for internal performance tracking, anal… Read full bio
David Rowley
Technology Operating Partner, Diversis Capital
David Rowley is a Technology Operating Partner at Diversis Capital, with over 35 years of experience helping companies build their product development and engineering organizations, improve their pace of innovation, and deliver excellent products. Da… 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
Chris Satchell
Operating Principal Technology and Digital, Clayton Dubilier ＆ Rice
Mr Satchell joined CD＆R in 2020. Prior to CD＆R, he spent twenty-five years in software and technology industries spanning five different CXO roles. Most recently, Mr Satchell served as CTO of Zume Inc., building AI, logistics and robotic systems to i… Read full bio
Sachin Satija
Partner, KPMG
Sachin is a Principal/Partner in KPMG based in the Charlotte who is a global business transformation leader known for driving Business-Led Technology-Transformations by developing diverse, high-performing organizations for cross industry clients. Sac… Read full bio
Anish Sharan
Head of Digital Transformation, Pritzker Private Capital
Anish Sharan is the Head of Digital Transformation at Pritzker Private Capital where he leads the development of digital capabilities that enhance customer experience, drive operational excellence, and deepen data utilization across PPC’s portfolio o… Read full bio
Subhi Sherwell
Field Operations Senior Advisor, TPG Capital
Subhi Sherwell is a Senior Advisor for TPG Capital with a focus on upgrading the Finance capabilities of TPG healthcare, software, consumer and digital media portfolio companies. As part of TPG’s Operations team, he has partnered with portfolio compa… Read full bio
Gabriel Shields-Estrada
Principal, Value Creation, Vector Capital
Gabriel is a Principal and joined Vector Capital as an Associate in 2015. He currently serves on the boards of Mood Media and Vispero. Gabriel has worked closely with Malwarebytes, Mood Media, Moxiworks, Saba Software, Cheetah Digital, Cambium Networ… Read full bio
Saurabh Singh
Director, AlixPartners
Saurabh has diverse experience across multiple industries and has helped many organizations realize tangible revenue growth and cost savings across various functional areas. More specifically, Saurabh specializes in end-to-end company transformation… Read full bio
Colin Smith
Managing Director and Head of Portfolio Transformation Team, Oaktree Capital Management
Mr. Smith is a Managing Director in Oaktree’s Portfolio Transformation Team, and specializes in driving commercial and operational performance improvement initiatives, including turnarounds, collaboratively with boards and management teams. He joined… Read full bio
Lucia Soares
Managing Director and Chief Information Officer, The Carlyle Group
Lucia Soares is Managing Director and Chief Information Officer - Global Portfolio Solutions at The Carlyle Group. Ms. Soares provides technology advisory to Carlyle investment teams and works with portfolio company executive teams leveraging technol… Read full bio
Katie Solomon
Managing Director, Talent Management, Genstar Capital
Katie Solomon is Managing Director, Talent Management at Genstar Capital. She works across the firm’s portfolio to help drive growth through the identification, assessment and acquisition of talent. Katie brings experience in recruiting, investor rel… Read full bio
Sarah Spoja
Chief Financial Officer, Tipalti
Sarah Spoja has been the Chief Financial Officer at Tipalti since 2018. She is an experienced executive skilled in Management, Financial Modeling, Mergers & Acquisitions, Corporate Development, and Payments. Her deep finance and operational exper… Read full bio
Milo Sprague
Chief Technology Advisor, FTV Capital
Milo Sprague is the Chief Technology Advisor at FTV Capital based in San Francisco. He is an experienced PE Technology Advisor, Silicon Valley CTO, technology executive, and Board Advisor with over twenty-five years leadership experience focused in E… Read full bio
Alayna Stuck
Private Equity Practice Lead, Sage Intacct
Alayna Stuck runs Sage Intacct’s Private Equity Program. She advises hundreds of leading firms and their portfolio companies to build more profitable businesses through world class financial management, subscription automation, and service. As part o… Read full bio
Cathy Tanimura
Vice President, Analytics and Data Science, Summit Partners
Cathy Tanimura is Vice President, Analytics and Data Science, at Summit Partners where she works closely with the Summit team and portfolio companies to create and execute strategies that effectively use data and analytics to drive better decisions a… Read full bio
Shivani Tejuja
Advisory Director, Charlesbank Capital Partners
Shivani joined Charlesbank as an advisory director in 2018 to partner with portfolio company CEOs. Her mission is simple -- to accelerate growth and drive digital transformation. Shivani focuses on four key areas: eCommerce, digital marketing, analyt… Read full bio
Marcus Tonsmann
Cybersecurity Program Manager, Hellman and Friedman
Marcus joined Hellman and Friedman in 2022 and is focused on helping the Firm drive value by improving the operational effectiveness of Hellman and Friedman's portfolio companies and protecting the Firm's data and technology assets. Prior to Hellman… Read full bio
Ercan Ucak
Vice President, Cerberus Capital Management
Ercan Ucak is a Vice President at Cerberus Technology Solutions (“CTS”), the Tech Operating group within Cerberus Capital Management. Mr. Ucak began his career as a Data Scientist serving various US Government agencies within the Defense / Counter-In… Read full bio
Prerak Vohra
Managing Director, Goldman Sachs Asset Management
Prerak Vohra is Managing Director at Goldman Sachs Asset Management in their Private Investing Business. He leads the Digital and Technology Value Accelerator Capability and works with portfolio companies driving both strategy and execution of their… Read full bio
Carsten Weber
Technology Director, The Sterling Group
Carsten joined Sterling in 2021, bringing over 20 years of technology experience in various leadership roles in both industry and consulting. In his role as Technology Director, he is leading Sterling’s Technology Lever and value creation across the… Read full bio
Bryan West
Managing Director, Talent, Resurgens Technology Partners
Bryan joined Resurgens in 2021 as the Head of Talent and focuses primarily on organization, leadership, and talent development for the firm’s portfolio companies. Prior to joining Resurgens, Bryan was an Associate Partner and led the Private Equity P… Read full bio
Rohini Williams
Global Head of Private Equity, Infosys
Rohini has a Global responsibility to manage partnerships and relationships with key influencers – Private Equity Firms and Top Consulting firms for Infosys to enable best in class consulting and execution at scale for clients across all Infosys Indu… Read full bio
Chris Westington
Director of Portfolio Management and Value Creation, BCI
Joining BCI in 2022 and based out of New York City, Chris leads the Value Creation program for the Private Equity asset class. BCI’s Value Creation strategy focuses on alpha generation across our private equity portfolio by partnering with management… Read full bio
Curt Witte
Partner, Head of Growth Factors, Bregal Sagemount
Curt Witte is an Operating Partner at Bregal Sagemount and leads the Growth Factors team with a focus on partnering with portfolio company management to drive high yield operations enhancement. Prior to joining Bregal Sagemount, he was an Operating P… Read full bio
Achi Yaffe
Managing Director, Portfolio Operations, GI Partners
Achi Yaffe is Managing Director, Portfolio Operations at GI Partners. Mr. Yaffe currently serves on the boards of Patriot Growth Services, American Residential Services, and Flexential . He previously served on the board of Consilio. Prior to joining… Read full bio
Ken Yagen
Senior Vice President, Digital Strategy and Innovation, Warburg Pincus
Ken Yagen is a Senior Vice President in the Digital Strategy and Innovation Group at Warburg Pincus, where he leads the product, AI, and data monetization practices. Prior to joining Warburg Pincus, Mr. Yagen was Chief Product Officer and held execut… Read full bio
Brit Yonge
Operating Partner, Corsair Capital
Brit Yonge is an Operating Partner of Corsair Buyouts. He works closely with the investment team on investment diligence and on portfolio company initiatives relating to technology, software and data analytics solutions. Before working with Corsair,… Read full bio
Cici Zheng
Partner, ParkerGale Capital
Cici Zheng is a Partner at ParkerGale Capital where she is responsible for working with portfolio companies on their growth strategies by developing and implementing programs that amplify go-to-market approaches, product positioning and financial res… Read full bio
2023 sponsors
Sponsorship and Engagement Opportunities:
The Operating Partners forums and events are the most efficient and effective way to connect directly with private equity operating partners and value creation experts. To learn more about ways to create a customized program that maximizes your desired impact and to engage with PEI’s operating partners community, please contact Lawrence Dvorchik by email Lawrence.d@pei.group or call +1 646 545 4429.
2023 venue and hotel
Hotel Nikko
222 Mason St
San Francisco, CA 94102