Accelerate future levers in value creation

Now in its fourth year in person on the West Coast, the Operating Partners Forum will be taking place at the delightful Meritage Resort and Spa in Napa for the very first time. Experience vast opportunities and activities to network with your value creation peers in a relaxed setting in Wine Country. Learn and share best practices with an elite group of PE value creation experts from the leading firms across all functional areas.

The new and expanded Forum includes 2.5 days for all functional specialists and generalists including a dedicated track focused on tech and digital value creation now running across both days of the event.

See who’s coming this year

“As a serial CTO turned Operating Partner, I really enjoyed meeting and hearing from my peers who have had a similar career journey.”

David Rowley

Technology Operating Partner, Diversis Capital

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 2.5 days.

Operating Partners Forum: Asia

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

“Operating talent everywhere to engage, benchmark and learn from!!”  

Paul Demand

MD & Partner, ShawKwei & Partners

Agenda highlights

The 2024 agenda is carefully curated to feature all functional areas in value creation across 2 days; key highlights include:

  • The rise and prominence of the operating partner in PE
  • AI for value creation: practical use cases beyond the hype
  • Uncovering how talent partners work cross functionally in an operating team to execute human capital strategies
  • A full track focused on tech and digital value creation within the breakout series now running across both days of the event
  • Accelerating cross-functional integrations for value creation
  • Scaling product innovation – strategies for rapid growth
  • Integrating commercial due diligence as a key element of your operational toolkit
  • Finance in the current landscape: operating partners share challenges and opportunities
  • And much more…

Speakers

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View all speakers

Meet the leading PE operating partner community:

Accel-KKR
Accordion Partners
Acertitude
AEA Investors
AlixPartners
Altamont Capital Management
Alvarez & Marsal
Amazon Web Services (AWS)
American Pacific Group
Angeles Equity Partners
Apollo Global Management
BCI
Bloom Equity Partners
Blue Point Capital Partners
BluWave
Bregal Investments
Cerberus Capital Management
Charlesbank Capital Partners
Chief Outsiders
Clayton Dubilier & Rice
Cold Bore Capital Management
Consero Global
CoreTrust
Corsair Capital
Costanoa Ventures
CPE
Davidson Kempner Capital Management
Deloitte
Diversis Capital
Entromy
EQT Partners
FFL Partners
Frazier Healthcare Partners
FTV Capital
General Atlantic
Generation Capital
Genstar Capital
GI Partners
Goldman Sachs
Graham Partners
Grain Management
Grant Thornton
GrowthCurve Capital
H.I.G. Capital
Hellman & Friedman
Highview Capital
Huron Capital Partners
Incline Equity Partners
Insight Partners
Kelso & Co
KKR
Luminate Capital Partners
Mainsail Partners
Maple Street Advisors
Marlin Operations Group
Mercury Partners
Mubadala
New Harbor Capital
Newlight Partners
New Mountain Capital
NGP Capital
Norwest Venture Partners
Oaktree Capital
OGCI Climate Investments
ORIX Capital Partners
Palladium Equity Partners
ParkerGale Capital
Parthenon Capital Partners
Peak Growth Consulting
Permanent Equity
Plandek
Pollen Street Capital
Portfolio Advisors
PPC
PwC
Rackspace
Resurgens Technology Partners
RKON
Roark Capital Group
RSM
Sage Intacct
Sagemount
Salesforce
Saragossa
SaxeCap
Searchlight Capital Partners
Serent Capital
Shamrock Capital Advisors
Silver Lake
Simon-Kucher
SkyKnight Capital
SoftBank
Southfield Capital
Strattam Capital
Sumeru Equity Partners
Sumitomo Corporation of Americas
Summit Partners
Sunstone Partners
Symphony Technology Group Partners
TCG
TELEO Capital
Telstra Ventures
Teneo
The Sterling Group
Tipalti
TowerBrook
TPG
True Wind Capital
TSG Consumer Partners
Upwork
Vector Capital
Veritas Capital
Warburg Pincus
Welsh, Carson, Anderson and Stowe
West Monroe Partners
Zscaler

Agenda

This year’s Forum features all functional areas of value creation across two days. The new and expanded agenda includes a full track on tech and digital value creation across both days of the event.

For more information about the upcoming program, please contact Marc Mele at marc.m@pei.group.

 

Download the 2024 agenda

Day 1 Day 2 Day 3
View agenda page

Agenda

Day 1 - Wednesday 12th

Pre-conference events – The Meritage Resort & Spa, Napa
11:30 - 15:00

Operating Partners Napa Winery Tour and Lunch Trip (for operating partners only)

Venue: Inglenook Winery

This excursion, solely for the operating partners attending the Forum, will include a tour of the estate with tastings of their exquisite wines and lunch provided. There will be a shuttle departing at 11:30 am from the event venue, the Meritage Resort. Nestled in the heart of Napa Valley, Inglenook will provide a unique setting to network with your peers in a relaxed atmosphere.

17:30 - 19:30

Operating Partners Forum Napa Pre-Event Welcome Reception (for operating partners only)

Venue: VINEYARD DECK at the Meritage Resort & Spa

Join the operating partners community at our opening grand reception in Wine Country taking place on the hillside of the Meritage’s nine-acre vineyard. Enjoy spectacular vineyard views at sunset and expand your network with the brightest leaders in value creation while indulging in pre-function appetizers, aperitifs, & cocktails.

19:30 - 21:00

Operating Partners Forum Napa Welcome Dinner (for operating partners only)

Venue: ESTATE CAVE at the Meritage Resort & Spa

Join us as we welcome all the operating partners for a private dinner to facilitate networking before the conference at the venue’s one-of-a-kind Estate Cave. Increase your connections in a relaxed setting featuring a unique barrel-shaped ceiling illuminated by iron-wrought chandeliers.

Agenda

Day 2 - Thursday 13th

Welcome
07:30 - 08:45

Registration and breakfast

07:45 - 08:45

Think tanks for full-time operating partners — value creation war rooms (for operating partners only)

Patrick Mizer, Milo Sprague, Ashley Day, Brian Kasser, Daniel Perry

These closed-door discussions led by your peers will allow you to learn and share best practices of successful operating partners. The think tanks will also allow you to submit topics to be introduced by the facilitators and discussed in the room. Please select one of the rooms by functional area:

Room 1: Tech and Digital Operating Partners

Facilitators:
Patrick Mizer, Portfolio CTO, Blue Star Innovation Partners
Milo Sprague, Chief Technology Advisor, FTV Capital
 
Room 2: Human Capital/Talent Operating Partners
Facilitators:
Ashley Day, Operating Partner – Human Capital, FFL Partners
Brian Kasser, Talent Partner, Welsh, Carson, Anderson & Stowe

Room 3: GTM, Sales and Revenue Growth Operating Partners
Facilitators:
Irene LaCota, Senior Director, Marketing Excellence, The Riverside Company
Daniel Perry, Director, Sales and Commercial Excellence, Parthenon Capital

Room 4: Finance Operating Partners 

A speaker photo for Patrick Mizer

Patrick Mizer

Portfolio CTO, Blue Star Innovation Partners

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A speaker photo for Milo Sprague

Milo Sprague

Chief Technology Advisor, FTV Capital

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Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

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A speaker photo for Brian Kasser

Brian Kasser

Talent Partner, Welsh, Carson, Anderson and Stowe

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A speaker photo for Daniel Perry

Daniel Perry

Director of Sales and Commercial Excellence, Parthenon Capital

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08:45 - 09:00

PEI’s welcome and chairman’s opening remarks

Tim Sanders

Chairman:
Tim Sanders, Vice President of Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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Plenary
09:00 - 09:40

The rise and prominence of the operating partner in PE

Amy Daly, Russell Findlay, Prital Kadakia, Achi Yaffe
  • Sharing examples of how operating partners are more and more creators of alpha in the current macro climate
  • What are common misconceptions you hear around the value that operating partners bring to PE?
  • Uncovering how best to position yourself at your firms as operating partners: how do you show and quantify the value you bring? How do you get the most out of working with your investment teams?
  • What will the position and prominence of operating partners look like in future in dissecting trends in PE?
  • What should operating partners do and what shouldn’t they do in looking at the future?

Moderator:
Amy Daly, Americas Private Equity Consulting Leader, EY

Panelists:
Russell Findlay, Senior Executive Director and Operating Partner, H.I.G Capital
Prital Kadakia, General Partner, Serent Capital
Achi Yaffe, Managing Director, Portfolio Operations, GI Partners

A speaker photo for Amy Daly

Amy Daly

Partner, Ernst & Young, LLP (EY)

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A speaker photo for Russell Findlay

Russell Findlay

Operating Partner, H.I.G. Capital

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A speaker photo for Prital Kadakia

Prital Kadakia

Partner, Serent Capital

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A speaker photo for Achi Yaffe

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

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09:40 - 10:20

Value creation as a symphony: amplifying synergies and cross functional integrations

Lisa Ames, Sean Mooney, Angela Geffre, Brian Regan
  • As a functional specialist how do you best work with other functional areas tactically? Where do you find synergies and clashes?
  • What does your operating team look like across functions? How does your function really add value?
  • What tips can you share about establishing operating rhythms to accelerate cross functional integrations in different stages?
  • What are the most prominent functional areas in value creation and where is your team looking to expand? How will AI and tech influence functions and functional models?

Moderator:
Sean Mooney, Founder and CEO, BluWave

Panelists:
Lisa Ames, Operating Executive, Marketing, Norwest Venture Partners
Angela Geffre, Head of Human Capital, GrowthCurve Capital
Brian Regan, Managing Director and CFO, Spectrum Equity

A speaker photo for Lisa Ames

Lisa Ames

Operating Executive, Norwest

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A speaker photo for Sean Mooney

Sean Mooney

Founder and CEO, BluWave

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A speaker photo for Angela Geffre

Angela Geffre

Head of Human Capital - GrowthCurve Capital

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A speaker photo for Brian Regan

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

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Break
10:20 - 10:50

Networking break

Plenary
10:50 - 11:30

Finding the balance in value creation through enterprise value expansion: profitability, growth, and cash flow

Giuseppe Gasparro, Bala Ganesan, Chris Westington
  • Maximize enterprise value by looking beyond cost-savings: new markets, cutting-edge products/solutions, and high-efficiencies to enable growth
  • Understand how operating partners achieve the right balance to drive enterprise value within the hold period (post 100 days)
  • Dive into examples of how cost-savings can be effectively reinvested to fuel business growth and further increase enterprise value
  • Uncover organizational best practices in the current environment to accelerate growth and achieve higher profitability and cash flow

Moderator:
Giuseppe Gasparro, Partner and Managing Director, AlixPartners

Panelists:
Bala Ganesan, Managing Director, Oaktree Capital Management
Sonal Singla, Senior Operating Advisor, Hellman & Friedman
Chris Westington, Director of Portfolio Management and Value Creation, BCI
Ellen Williams, Vice President, Gorwth Acceleration Group, General Atlantic

 

A speaker photo for Giuseppe Gasparro

Giuseppe Gasparro

Partner & Managing Director, AlixPartners

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A speaker photo for Bala Ganesan

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

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A speaker photo for Chris Westington

Chris Westington

Director of Portfolio Management and Value Creation, BCI

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11:30 - 12:10

The AI boom in PE: practical use cases for value creation from due diligence to the first 500 days

Jeffrey Klein, Jeffrey Malcolm
  • Learn how AI is changing the face of PE with use cases from investment risk management in due diligence to applications in the first year
  • How are you applying AI to make better decisions for your PE firm and your portfolio companies?
  • Understand the financial side of the AI boom in looking at business implications, prioritization, opportunities, and costs

Moderator:
Jeffrey Klein, Managing Director, Private Equity Performance Improvement, Alvarez & Marsal

Panelists: 
Jeffrey Malcolm, Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

A speaker photo for Jeffrey Klein

Jeffrey Klein

Managing Director, Alvarez and Marsal

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A speaker photo for Jeffrey Malcolm

Jeffrey Malcolm

Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

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Break
12:10 - 12:20

Coffee break

Interactive Working Groups Series I
12:20 - 13:00

Interactive Working Group 1 (for operating partners only) — Integrating commercial due diligence in your operational playbooks

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

  • Understanding pricing, GTM, and market research as an opportunity in diligence
  • How do you go about scrutinizing commercial data in the due diligence phase?
  • How do you uncover what works and what doesn’t commercially for the business? How do you go about choosing and prioritizing your initial commercial projects/tasks?
  • How do you build success in selecting the right sales talent and understanding which gaps need to be filled?
  • How do you achieve alignment with the management team to deliver the commercial value creation plan?

Facilitator:
Tim Foster, Managing Director, Investor Group Services (IGS)

12:20 - 13:00

Interactive Working Group 2 (for operating partners only) — Workforce compensation challenges and opportunities: uncovering trends beyond executive comp

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

  • How are companies handling equity and the distribution of equity across different levels?
  • How do you best deal with executive compensation, negotiations, and requests?
  • How effectively are you doing comp benchmarking up and down the ranks?
  • How are you incentivizing employees across the different levels to retain them in this environment?
  • How are you handling inflationary pressures and challenges tied to compensation?
12:20 - 13:00

Interactive Working Group 3 (for operating partners only) — CFO-Operating Partner dynamics: alignment, support, retainment, and development

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

  • What makes a great portfolio company CFO? How do you go about selecting the right CFO?
  • What are the causes associated with CFO turnover and what are you doing to retain CFOs?
  • How do you handle tensions with your CFOs and finance departments?
  • How do you incentivize, assess, and develop your CFOs across the lifecycle?
  • What is top of mind for your CFOs? How is the role of the CFO changing and evolving?
  • Showcasing different skills and traits needed for CFOs in different sectors/industries
12:20 - 13:00

Tech and Digital Value Creation Working Group 4 (for operating partners only) — Building a culture of innovation at your portfolio companies

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

  • Best practice in driving innovation through people: equipping management teams to create an innovative and entrepreneurial environment
  • Making best use of digital innovation, technology and tools to deliver value
  • How do you approach modernizing legacy technologies
  • Sharing lessons learned from delivering innovation in a downturn
  • How do you prevent and overcome obstacles and roadblocks to innovation?
  • With an eye to the future how are you building a culture for AI? What is needed to push it forward within your workforces?
Lunch
13:00 - 14:00

Networking lunch

13:00 - 14:00

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

Hannah Arnold, Avra Schaaf, Danielle Jezienicki

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

  • Sharing challenges, tips, and strategies for your career paths as women operating partners
  • Building credibility and trust with the deal teams and management teams – what are some ways you’ve found success in doing that?
  • What are some of the strengths women have that make you uniquely positioned to excel in this space? What are some of the challenges we should be mindful of and how have you tackled these obstacles?
  • What does effective networking look like? What are the types of networking opportunities you think are most important/impactful for women to be aware of?
  • How have you leveraged the relationships you’ve built within your core professional network to expand beyond your firm’s reach? What role does mentorship play

Facilitators:
Hannah Arnold, President and CEO, The LAKPR Group
Danielle Jezienicki, Impact and ESG Advisor, GroundForce Capital
Avra Schaaf, Principal, Head of Value Creation, Lead Edge Capital

A speaker photo for Hannah Arnold

Hannah Arnold

President and CEO, The LAKPR Group

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A speaker photo for Avra Schaaf

Avra Schaaf

Principal, Lead Edge Capital

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A speaker photo for Danielle Jezienicki

Danielle Jezienicki

Impact and ESG Advisor, GroundForce Capital

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Panel Breakout Series I
14:00 - 14:40

Track 1 Operating Partner-Chief Revenue Officer dynamics

Tindall Hein, Jerry Hughes, Daniel Perry, Paul Stansik, Drew Zarges
  • How do you hire a good CRO? What do you look for in a CRO?
  • How do operating partners work best with portfolio company CROs?
  • How can you best support them? How do you drive commercial initiatives in tandem with CROs?
  • How do you organize sales teams, hires, accounts, and customer renewal/retention policies with your CROs?

Moderator:
Tindall Hein, Partner, ON Partners

Panelists:
Jerry Hughes, Director, Commercial Excellence, American Securities
Daniel Perry, Director, Sales and Commercial Excellence, Parthenon Capital
Paul Stansik, Partner, ParkerGale Capital
Drew Zarges, Vice President, Portfolio Operations, Commercial, Platinum Equity

A speaker photo for Tindall Hein

Tindall Hein

Partner, ON Partners

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A speaker photo for Jerry Hughes

Jerry Hughes

Director, Commercial Excellence, American Securities

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A speaker photo for Daniel Perry

Daniel Perry

Director of Sales and Commercial Excellence, Parthenon Capital

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A speaker photo for Paul Stansik

Paul Stansik

Partner, ParkerGale Capital

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A speaker photo for Drew Zarges

Drew Zarges

VP, Portfolio Operations, Platinum

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14:00 - 14:40

Track 2 Leveraging the human capital function as a key asset of your value creation team

Mark Sinatra, Katie Solomon, Andy Caine, Ben Holzemer, Elizabeth Blake
  • How do talent partners work best and engage cross functionally in a value creation team?
  • An inside look at the execution of various talent strategies intersecting with other functions
  • Comparing roles and responsibilities of human capital operating partners at different firms
  • Understanding what matters and what can be improved though the lens of the human capital operating partner
  • How are you making the talent function be seen as must-have in driving value creation in this environment?

Moderator:
Mark Sinatra, CEO, Aspen HR

Panelists:
Elizabeth Blake, Operations Vice President, Human Capital, Trive Capital
Andy Caine, COO and Partner, Head of CoE Team, Frazier Healthcare Partners
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Katie Solomon, Managing Director, Talent Management, Genstar Capital

A speaker photo for Mark Sinatra

Mark Sinatra

CEO, Aspen HR

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Katie Solomon, Genstar Capital

Katie Solomon

Managing Director, Talent Management, Genstar Capital

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A speaker photo for Andy Caine

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

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A speaker photo for Ben Holzemer

Ben Holzemer

Partner, Head of Human Capital, TPG

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A speaker photo for Elizabeth Blake

Elizabeth Blake

Operations Vice President, Human Capital, Trive Capital

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14:00 - 14:40

Track 3 Tech and Digital Room: Cyber-attacks, AI, SEC regulations and geopolitics – a perfect storm driving security transformation in PE portfolio companies

Akshay Grover, Matt Hollcraft, Iggy Javellana, Miten Marvania, Jeff Montgomery
  • What is the state of cyber-attacks at PE backed companies?
  • Why is AI both a risk and opportunity for the cyber security industry and PE?
  • Is increasing regulation on cyber breach disclosure a sign of things to come?
  • How geopolitics and economic stability (or lack thereof) impact the cyber threats?
  • How can the right cyber security framework, technology and architecture protect PE portcos from attack vectors?

Moderator:
Akshay Grover, Managing Director, Global Private Equity Practice, Zscaler

Panelists:
Matt Hollcraft, Operating Partner – Technology and Cyber, H.I.G. Capital
Iggy Javellana,
Operations Executive, Cerberus Capital Management
Miten Marvania, Managing Director, Business Services Platforms, Blue Owl Capital
Jeff Montgomery, Operations Vice President, Cybersecurity, Trive Capital

 

A speaker photo for Akshay Grover

Akshay Grover

Global Private Equity Practice Lead, Zscaler

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A speaker photo for Matt Hollcraft

Matt Hollcraft

Operating Partner – Cybersecurity, H.I.G. Capital

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A speaker photo for Iggy Javellana

Iggy Javellana

Enterprise Information Technology Practice Leader, Cerberus

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A speaker photo for Miten Marvania

Miten Marvania

Managing Director, Business Services Platforms, Blue Owl Capital

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A speaker photo for Jeff Montgomery

Jeff Montgomery

Operations Vice President, Cybersecurity, Trive Capital

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Panel Breakout Series II
14:40 - 15:20

Track 4 Product modernization as a unique value creation lever for legacy tech assets

Punit Kulkarni, Alex Bello, Ben Johnson, Chris Satchell , David Rowley
  • Operating partners share war stories in working with portcos to modernize legacy products
  • How do you best work with and support your Chief Product Officers to deliver innovation and drive outcomes?
  • How do you align your product strategy with your value creation strategy across the lifecycle to deliver growth?
  • Dissecting the anatomy of product roadmaps: from innovation to GTM acceleration and execution

Moderator: 
Punit Kulkarni, Global Private Equity Leader, Persistent

Panelists:
Alex Bello,
Director, Product and Technology Strategy, EQT Group
Ben Johnson, Managing Director, Product Management, LLR Partners
David Rowley, Technology Operating Partner, Diversis Capital
Chris Satchell, Managing Director Technology and Digital, Clayton Dubilier & Rice

A speaker photo for Punit  Kulkarni

Punit Kulkarni

Global Private Equity Leader, Persistent Systems

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A speaker photo for Alex Bello

Alex Bello

Director, Product and Technology Strategy, EQT Group

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A speaker photo for Ben Johnson

Ben Johnson

Managing Director, Product Management, LLR Partners

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A speaker photo for Chris  Satchell

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

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A speaker photo for David Rowley

David Rowley

Technology Operating Partner, Diversis Capital

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14:40 - 15:20

Track 5 Recruiting key roles in tech talent at the executive level and beyond

Eli Potter
  • Best practices in recruiting tech executive leadership and cyber executives (CISOs, CTOs), and product executives
  • How is the demand for tech talent shifting/evolving? What are the biggest challenges when it comes to finding and onboarding tech talent?
  • What newly created digital roles have you created at your companies? What tech skill sets will be required in the future?
  • How is AI influencing and going to influence tech roles needed today and in future?
  • What types of executives are needed to deliver tech transformations, build AI capabilities, and unlock emerging technologies?

Moderator:
Ned Lanphier, Partner, Riviera Partners

Panelists:
Lauren Ipsen, Talent Partner, Decibel Partners
Eli Potter, CIO as a Service, Insight Partners

A speaker photo for Eli Potter

Eli Potter

CIO as a Service, Insight Partners

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14:40 - 15:20

Track 6 Tech and Digital Room: Unlocking the power of data science and advanced analytics in value creation

Andrew Nolan, Sebastien Bilodeau, Sajjad Jaffer
  • How are you working with management teams to adopt analytics and data science? Are you working with data scientists?
  • Establishing and comparing data first playbooks for private equity portfolio operations
  • How are you accelerating value creation through data science across the lifecycle?
  • Sharing differences and similarities in applying data science in different sectors
  • Grasping the advantages of moving to a more modern data architecture

Moderator:
Andrew Nolan, Partner, PwC

Panelists:
Sebastien Bilodeau, President, Cerberus Technology Solutions, Cerberus Capital Management
Sajjad Jaffer, Head of Data, Analytics and Machine Learning, GrowthCurve Capital
Torben Thurow, Head of Data Analytics, Dunes Point Capital

A speaker photo for Andrew  Nolan

Andrew Nolan

Partner, PwC

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A speaker photo for Sebastien Bilodeau

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

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A speaker photo for Sajjad  Jaffer

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

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Break
15:20 - 15:30

Coffee break

Panel Breakout Series III
15:30 - 16:10

Track 7 Innovative commercial design and strategy: new levers to scale up post a period of depressed growth

Michael Belkin, AJ Gandhi, Josh Gold
  • Diversifying your growth strategies with non-traditional sales-assisted models and an efficient growth stack
  • Monetizing new recurring revenue streams across usage/consumption, PLG, channel/ecosystems, and direct sales
  • Perfecting the price lift, plus pitfalls to avoid
  • Monetizing new AI solutions vs just using AI to drive efficiency
  • Integrating quote-to-revenue processes for exit readiness with increased visibility into quality of revenue

Moderator:
Michael Belkin, Director, Private Equity Partnerships and Global Alliances, Zuora

Panelists:
AJ Gandhi,
Chief Growth Officer, Marlin Equity Partners
Paul Gille,
Operating Partner, TELEO Capital
Josh Gold, Senior Operating Executive, Hellman & Friedman
Drew Kiran, Practice Director – Go To Market, K1 Investment Management

 

A speaker photo for Michael Belkin

Michael Belkin

Head of Global PE Practice, Zuora

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A speaker photo for AJ Gandhi

AJ Gandhi

Chief Growth Officer, Marlin Equity Partners

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A speaker photo for Josh Gold

Josh Gold

Senior Operating Executive, Hellman & Friedman

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15:30 - 16:10

Track 8 Procurement transformation in high growth environments: cultural and execution success factors

Fabian Bodoky, Raz Khan, Jana Wayne
  • Bending the cost curve to expand margin through third party cost
  • Generating cost consciousness across the organization
  • Getting the most from your CPO & effective sponsorship
  • Selling the change to the business
  • Building scalable partnerships for growth
  • Understanding gross margin in Saas & Cloud

Moderator:
Fabian Bodoky, Director, Efficio

Panelists:
Raz Khan, Principal, Permira
Jana Wayne, Managing Director, Head of Procurement, Hunter Point Capital

A speaker photo for Fabian Bodoky

Fabian Bodoky

Director, Tech Industry Lead, Efficio

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A speaker photo for Raz Khan

Raz Khan

Principal, Permira

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A speaker photo for Jana  Wayne

Jana Wayne

Head of Procurement, Hunter Point Capital

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15:30 - 16:10

Track 9 Tech and Digital Room: Advancing tech and digital value creation initiatives with your management teams

Ryan Loy, Kate Ju, Raj Kushwaha, Anish Sharan , Carsten Weber
  • Understand how to think through the lens of a CFO, CTO, and CEO as a PE tech leader
  • Learn techniques on how to drive a digital agenda to deliver accelerated returns
  • How is the C-suite evolving to deliver digital value creation? How do sectors differ?
  • Uncover tech and digital roadmaps and what is needed in different stages of the lifecycle: how do you get it done

Moderator:
Ryan Loy, Partner, McKinsey & Company

Panelists:
Kate Ju, Vice President, Value Accelerator, Goldman Sachs Asset Management
Raj Kushwaha, Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus
Anish Sharan, Head of Digital Transformation, Pritzker Private Capital
Carsten Weber, Principal, Highview Capital

A speaker photo for Ryan Loy

Ryan Loy

Partner, McKinsey & Company

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A speaker photo for Kate Ju

Kate Ju

Vice President, Value Accelerator, Goldman Sachs Asset Management

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A speaker photo for Raj Kushwaha

Raj Kushwaha

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

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A speaker photo for Anish Sharan

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

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A speaker photo for Carsten Weber

Carsten Weber

Principal, Highview Capital

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Panel Breakout Series IV
16:10 - 16:50

Track 10 Portfolio company perspectives: unlocking the supply chain to maximize return

Matt Ibbetson
  • Capturing multi-modal opportunity throughout the supply chain
  • Supporting operating needs while achieve data standards
  • Improving service while reducing cost with footprint optimization
  • Taking a critical lens to recovery and cost-to-serve

Moderator:
Tony Totta, Executive Vice President, eShipping

Panelists: 
Greg Gladstone, President and Chief Commercial Officer, FloWorks
Matt Ibbetson, Partner, Ridgemont Equity Partners
Dave Kippola, Vice President of Operations, Trimlite

A speaker photo for Matt Ibbetson

Matt Ibbetson

Principal, Ridgemont Equity Partners

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16:10 - 16:50

Track 11 Building and developing high performing teams

Rory Gaston, Michael Kingston, Karina Sobieski
  • How to build a high-performance team 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 or delivering projects based on less tangible skills?
  • 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
  • What do future stars want?

Moderator:
Rory Gaston, Group Managing Director, Saragossa

Panelists:
Michael Kingston, Managing Director, Portfolio CIO Americas, The Carlyle Group
Karina Sobieski, Managing Director, Human Capital, Clearlake Capital Group

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Rory Gaston

Group Managing Director, Saragossa

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A speaker photo for Michael Kingston

Michael Kingston

Managing Director, Chief Information Officer Americas, The Carlyle Group

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Karina Sobieski

Managing Director, Human Capital, Clearlake Capital Group

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Break
16:50 - 17:00

Coffee break

Interactive Working Groups Series II
17:00 - 17:40

Interactive Working Group 5 (for operating partners only) — Advanced pricing strategies as a key commercial enabler in your value creation plan

William Humsi

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

  • Navigating and beating inflation: operating partner war stories
  • What factors do you consider when determining the optimal pricing model and pricing levels?
  • How are you looking at pricing with an eye to the future and a shifting economy?

Facilitators:
William Humsi, Partner, Simon-Kucher & Partners
Alexis Underwood, Managing Director, Wynnchurch Capital

 

A speaker photo for William  Humsi

William Humsi

Partner, Simon-Kucher

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17:00 - 17:40

Interactive Working Group 6 (for operating partners only) — Talent recruitment and retention in the current marketplace: sharing tricks of the trade

Dina DeMarco

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

  • What are you doing at your companies to recruit and retain execs and next level down in companies in the current market?
  • What incentives work best in this environment? How do you ensure that key employees are retained throughout the holding period?
  • What challenges have you faced in terms of talent retention and how have you addressed those?
  • Leveraging search firms beyond linear ways — how do you drive and improve performance from search firms?

Facilitator:
Dina DeMarco, Division President – Private Equity Talent Solutions, Hueman

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Dina DeMarco

Division President - Private Equity Talent Solutions, Hueman

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17:00 - 17:40

Interactive Working Group 7 (for operating partners only) —Unifying your tech stack to improve EBITDA, cash flow, and cut costs

Chad Wonderling

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

  • Streamlining and automating your business/finance processes to increase profitability and cash flow
  • Discussing tools that directly support DSO improvement and cash forecasting
  • Unifying applications to cut costs, time, and improve efficiency
  • Managing and aligning your tech stack with ERP integrations
  • Operating partners share war stories in prioritizing profitability and reducing complexity

Facilitator:
Tucker Moon, Operating Vice President, Accel-KKR
Chad Wonderling, Chief Financial Officer, Zone & Co

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Chad Wonderling

Chief Financial Officer, Zone & Co.

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17:00 - 17:40

Tech and Digital Value Creation Working Group 8 (for operating partners only) — Cybersecurity operating partner workshop: practitioner’s perspectives

Sean Curran, Michael Picton

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

  • Talking through a live ransomware incident – where to start? Who do you bring in?
  • How do you pivot during the inevitable twists & turns? How do you turn chaos & crisis into an opportunity?
  • Real outcomes & lessons learned: how can you safeguard & elevate your cyber resilience strategy?

Facilitators:
Sean Curran, Co-Founder and Managing Partner, ENDUIR Cyber
Michael Picton, Co-Founder and Managing Partner, ENDUIR Cyber

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Sean Curran

Co-Founder & Managing Partner, ENDUIR Cyber

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Michael Picton

Co-Founder and Managing Partner, ENDUIR Cyber

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End of Conference Day
17:40 - 18:40

Networking and cocktail reception

Venue: EVENT LAWN at the Meritage Resort & Spa

The Meritage’s grandest event venue, the sprawling Event Lawn will provide a delightful setting at the end of the first day for you to chat and hear what is on everyone’s mind after a full day of valuable insights.

Agenda

Day 3 - Friday 14th

Welcome
07:30 - 08:30

Registration and breakfast

07:45 - 08:30

Deep dive breakfast discussion 1 (for operating partners only) — The role of the operating partner: delivering value creation in today’s macro climate

William Bundy

This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators.

  • Comparing models: what makes a great operating partner/value creation team?
  • How do you effectively engage with your portfolio companies to achieve alignment and delivery of the value creation plan
  • Uncovering where successful operating partners focus their attention, value creation team processes, and how to deploy an operating team
  • Bridging the gap between the investment teams’ thesis and what actually happens in reality
  • Unlocking the healthy interplay between operating partners and management teams to make them more effective
  • Sharing war stories across different sectors: dos and don’ts in key phases of the lifecycle

Facilitators:
William Bundy, Partner, McKinsey & Company
Alfonso Pulido, Partner, McKinsey & Company

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William Bundy

Partner, McKinsey & Co

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07:45 - 08:30

Deep dive breakfast discussion 2 (for operating partners only) — Operating Partner-deal team dynamics: sharing lessons learned

This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators.

  • Operating partners share dos, don’ts and valuable experiences in working with deal teams across the lifecycle
  • What does your deal team want and expect from you? How do you showcase value?
  • How to build trust and grow your relationship with deal teams: what does a successful partnership look like?
  • How are you handling value creation ownership in sitting between the deal team and the management team as an operating partner

Facilitators:
Kristen Rathfelder, Principal, RSM
David Van Wert, Partner, RSM

07:45 - 08:30

Deep dive breakfast discussion 3 (for operating partners only) — AI morning workshop: operating partners share tactical use cases

Yale Kwon, Hoyoung Pak, Saurabh Singh

This breakfast deep dive discussion designed solely for tech and digital operating partners will allow the audience to join an interactive discussion with designated facilitators.

  • How to be realistic when it comes to AI opportunities and implementation
  • How are you working with your management teams and with your PE firm on the adoption of AI? How are you handling pushback?  What is the biggest barrier towards adopting generative AI across portfolio companies?
  • How do you build a business case for deploying AI, considering it’s a new approach?
  • Sharing real life use cases: how are your investments in AI aligned with your value creation and business strategy?
  • AI in private equity: what comes next?

Facilitators:
Yale Kwon, Partner, AlixPartners
Hoyoung Pak, Partner and Managing Director, AlixPartners
Saurabh Singh, Partner, AlixPartners

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Yale Kwon

Partner, AlixPartners

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Hoyoung Pak

Partner and Managing Director, AlixPartners

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A speaker photo for Saurabh Singh

Saurabh Singh

Partner, AlixPartners

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Think tanks
08:30 - 09:15

Think tanks for full-time operating partners — value creation war rooms (for operating partners only)

Raj Kushwaha, Casey Myers, Billy Hegeman, Michael Monagle

Invitation-only think tanks for full-time PE and VC operating partners. These closed-door discussions led by your peers will allow you to learn and share value creation strategies of successful operating partners. Please select one of the rooms:

Room 1: Heads of Value Creation Teams
Facilitators:
Raj Kushwaha, Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus
Casey Myers, Partner, Edison Edge, Edison Partners

Room 2: Operating Partners
Facilitators:
Billy Hegeman, Operating Advisor, Norwest Equity Partners
Michael Monagle, Principal, Portfolio Operations, Providence Equity Partners

A speaker photo for Raj Kushwaha

Raj Kushwaha

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

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A speaker photo for Casey Myers

Casey Myers

Partner, Edison Partners

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A speaker photo for Billy Hegeman

Billy Hegeman

Operating Advisor, Norwest Equity Partners

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A speaker photo for Michael Monagle

Michael Monagle

Principal, Portfolio Operations, Providence Equity Partners

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Plenary
09:15 - 09:20

Chairman’s welcome

Tim Sanders

Tim Sanders, Vice President of Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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09:20 - 10:00

Heads of value creation perspectives: uncovering what your operating team leaders need from you

Ryan Jones, Jim Murphy, Cory A. Eaves, Kyle Roemer
  • How large is your team? How did you build out your operating team and is your team still growing?
  • How do you organize and incentivize your operating team?
  • What makes a great operating partner? What do you value most in your operating team?
  • How do you develop your operating partner team members? How do you support them when ready for the next step? How are you looking at the next generation of operating partners?
  • Which functional or sector area of expertise is your team heavily focused on and looking to expand on? What types of backgrounds/skill sets do you look for in onboarding operating partners?
  • How does your operating team add value overall? How do you quantify it?
  • Sharing dos and don’ts as a value creation team leader in different phases of the lifecycle

Moderator:
Ryan Jones, Private Equity Leader, Deloitte Consulting

Panelists:
Cory Eaves, Partner and Head of Portfolio Operations, BayPine
Jim Murphy, Senior Managing Director, Value Creation, LLR Partners
Ed Richards, Chief Operating Officer, Head of Portfolio Operations, Marlin Equity Partners
Kyle Roemer, Managing Director, Head of Catalyst Group, Incline Equity Partners

 

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Ryan Jones

Private Equity Leader, Deloitte Consulting

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A speaker photo for Jim Murphy

Jim Murphy

Senior Managing Director, Value Creation, LLR Partners

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A speaker photo for Cory A. Eaves

Cory A. Eaves

Partner and Head of Portfolio Operations, BayPine

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A speaker photo for Kyle Roemer

Kyle Roemer

Managing Director, Head of Catalyst Group, Incline Equity Partners

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10:00 - 10:40

Value creation accelerator: roadmaps from due diligence to the first 12-15 months

Adam L. Pollak, Ignacio Giraldo, Chioma Achebe
  • How can operating partners play a greater role in due diligence? Which functional areas are you focusing on in due diligence?
  • Showcasing operating partner dos and don’ts in diligence in working with your investment team as well as the leadership team
  • How can the due diligence phase allow you to accelerate your value creation journey and the entire lifecycle?
  • What data are you scrutinizing to identify early warning signs of needed performance or operational improvement?
  • What does successful onboarding for your companies look like through the lens of the operating partner and through the lens of the portco?
  • How do you ensure alignment with your portco management teams in the first 100 days and beyond?
  • What are the most important levers you pull in the first 12-15 months?

Moderator:
Adam Pollak, Americas Regional Head, KPMG Elevate

Panelists:
Chioma Achebe, Principal, The Carlyle Group
Ignacio Giraldo, Partner, TPG

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Adam L. Pollak

National Practice leader for Performance Improvement for KPMG Strategy, U.S.

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Ignacio Giraldo

Partner, TPG Rise

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A speaker photo for Chioma Achebe

Chioma Achebe

Principal, The Carlyle Group

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Break
10:40 - 11:00

Networking break

Plenary
11:00 - 11:40

LP views of the operating partner and value creation in PE

Matt Krna, Chris Roth, Jamey Spencer, Seth Wong
  • LP views and expectations in looking at different operating partners models and how they are applied
  • What could PE do better and what do LPs want to see? What should operating partners do when it comes to showcasing the value they provide?
  • How do LPs diligence operating partners and value creation during their fund diligence, and how do LPs evaluate operating partners in steering their investments?
  • Are LP views of operating partners and value creation influencing how PE firms utilize operating partners?
  • How is the evolution of the operating partner role and value creation being perceived by LPs?

Moderator:
Matt Krna, Venture Partner, Alpha Partners

Panelists:
Chris Roth, Chief Investment Officer, 5T Wealth
Jamey Spencer, Managing Director and Portfolio Manager, Hall Capital Partners
Seth Wong, Vice President, GIC

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Matt Krna

Co-founder and Managing Partner

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A speaker photo for Chris Roth

Chris Roth

Chief Investment Officer, 5T Wealth, LLC

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Jamey Spencer

Managing Director & Portfolio Manager, Hall Capital Partners

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A speaker photo for Seth Wong

Seth Wong

Vice President, GIC

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11:40 - 12:20

Management team performance and assessments across the investment lifecycle

Eric Wilson
  • How do you set the right expectation for management teams and ensure you have the right fit?
  • Grasping how to make quality executive hirings at the right time: there can be a ripple effect when not done right multiple years down the road
  • What criteria do you evaluate your CEOs on? How do you do it?
  • How are you considering and assessing your tech leaders (CIOs/CTOs) as key roles?
  • How are you tracking performance throughout the lifecycle to ensure alignment with the VCP?
  • Sharing CFO/CEOs scorecards: determining the right leadership capabilities for current times

Panelists:

Beth Dresdale, Principal, Head of Value Creation, Martis Capital
Russell Findlay, Senior Executive Director and Operating Partner, H.I.G Capital
Eric Wilson, Principal, Portfolio Operations, NextGen Growth Partners

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Eric Wilson

Principal, Portfolio Operations, NextGen Growth Partners

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Break
12:20 - 12:30

Coffee break

Interactive Working Groups Series III
12:30 - 13:10

Interactive Working Group 9 (for operating partners only) — Value creation for the exit: operating partners perspectives

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

  • How closely did the post close experience match the pre-close promises? What worked and what didn’t?
  • Harnessing data assets to drive value creation for the exit – incorporating the data side of exits
  • What is your approach to preparing a portfolio company for exit, and how do you work with other functional specialists to execute the plan?
  • How do you evaluate potential buyers or investors during the exit process?
  • What are some key factors that you believe contribute to a successful exit, and how do you measure the success of an exit?
12:30 - 13:10

Interactive Working Group 10 (for operating partners only) — Tactical finance and accounting workshop in the current economy

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

  • FP&A; budgeting and forecasting; how do you forecast and budget through volatility
  • Sharing tactical viewpoints in accounting and controlling: what to do if you have issues with your accounting function
  • Practitioner views on the importance of working capital management and liquidity
  • Do you outsource CFO services?
12:30 - 13:10

Tech and Digital Value Creation Working Group 11 (for operating partners only) — Optimizing tech due diligence to boost and accelerate digital in the first 100 days

Milo Sprague

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

  • How to do tech, digital and data assessments as part of due diligence, understanding your costs, risks, and what needs to be prioritized early on in the process
  • Uncovering challenges and opportunities: IT diligence vs. software diligence for different types of businesses
  • Laying the groundwork in tech due diligence as a key enabler for success in the later stages

Facilitators:
Thomas Shelford, Managing Director, Crosslake
Milo Sprague, Chief Technology Advisor, FTV Capital

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Milo Sprague

Chief Technology Advisor, FTV Capital

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Lunch
13:10 - 14:00

Networking lunch

13:10 - 14:00

Tech and digital operating partners lunch discussion (for operating partners only) — Rate optimization: the no regrets cloud cost management tactic your portcos are not fully leveraging

Chris Cochran

This closed-door deep dive lunch discussion solely for tech and digital operating partners will explore key digital and tech strategies to enhance value.

One of the highest impact tactics to optimize a cloud environment with cloud providers that is often underemployed by CTOs and VPs of Engineering is pricing or rate optimization through discount instruments. If cloud costs are a top P&L line item in your portfolio, missing out on rate optimization is gross margin dollars left on the table. Learn how rate optimization can be tracked, and with the right automation, employed in your organization to incrementally add margin to the business.

  • What is rate optimization?
  • How is it different from usage/workload optimization?
  • What are the use cases that are candidates for rate optimization?
  • Why is rate optimization often overlooked by CTOs/VP Engs?
  • Why is rate optimization an obvious KPI for an operating partner?
  • Why is automation critical for expert rate optimization?

Facilitator:
Chris Cochran, Co-Founder and CEO, ProsperOps

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Chris Cochran

Co-founder & CEO, ProsperOps

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Panel Breakouts Series V
14:00 - 14:40

Track 12 Leveraging the finance function across the investment lifecycle

Spencer Khoury, Subhi Sherwell
  • Comparing finance playbooks throughout the key stages of the lifecycle
  • As a finance operating partner, how do you add value pre-deal, and during the first 100 days, first 6 months, and in the first year? How are you operating during the hold period in the current climate?
  • Can you share the most unique accomplishment of your finance function?
  • Uncovering finance value creation best practices for the exit

Panelists:
Andrea Greene, Operating Partner, One Rock Capital Partners
Spencer Khoury, Director, Value Creation, Shamrock Capital
Subhi Sherwell, Field Operations Senior Advisor, TPG

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Spencer Khoury

Director, Value Creation Team, Shamrock Capital

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Subhi Sherwell

Field Operations Senior Advisor, TPG Capital

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14:00 - 14:40

Track 13 GTM strategies, models, and playbooks for success

Renee Cohen, Scott Graham, Kevin McShane, John Zink
  • Establishing and monitoring the right GTM metrics
  • What does a successful GTM model look like?
  • Building and scaling effective commercial teams
  • GTM, sales, and marketing alignment across the investment lifecycle
  • Mobilizing and partnering with management teams on GTM

Panelists:
Renee Cohen, Vice President, Marketing Operating Executive, Norwest Venture Partners
Scott Graham, Operating Partner, Go-to-Market, Diversis Capital
Kevin McShane, Operating Partner, Go-To-Market Practice Leader
John Zink, Director of Operations, Marlin Equity Partners

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Renee Cohen

Operating Executive, Marketing, Norwest

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A speaker photo for Scott Graham

Scott Graham

Operating Partner, Marketing and Growth, Diversis Capital

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Kevin McShane

Operating Partner, Go-To-Market Practice Leader

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A speaker photo for John Zink

John Zink

Director of Operations, Marlin Equity Partners

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14:00 - 14:40

Track 14 Tech and Digital Room: Tech and Digital Room: How to execute a multi-year digital transformation for a traditionally analog portco

Dan Lau, Douglas Chey, Russell Uyeda
  • 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?

Moderator:
Dan Lau, Vice President, Head of Business Development, Symphony

Panelists:
Douglas Chey,
Senior Vice President, Value Creation, Warburg Pincus
Greg Kegeles, Operating Partner, Digital Transformation, Newlight Partners
Alan Rozet, Senior Operating Associate, Digital and Technology, Clayton Dubilier & Rice
Russell Uyeda, Operating Partner, Operational Resource Group, HGGC

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Dan Lau

Vice President, Head of Business Development, Symphony

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Douglas Chey

Douglas Chey

SVP Value Creation, Warburg Pincus

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A speaker photo for Russell Uyeda

Russell Uyeda

Operating Partner, Operational Resource Group, HGGC

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Panel Breakouts Series VI
14:40 - 15:20

Track 15 Harnessing the power of AI and customer analytics in your sales and revenue growth operations

Peter Kim, Ben Spiegel, Ercan Ucak
  • Filtering through the noise with your management teams when it comes to emerging AI technologies for sales
  • Sharing practical use cases in leveraging AI tools to monetize your customer data and augment your sales and marketing efficiency
  • Utilizing advanced customer analytics to increase retention and renewal rates, upsell, and cross-sell
  • How do you see the role of customer analytics evolving in the next few years?

Panelists:

Peter Kim, Head of GTM, WestBridge Capital
Ryan McMullin, Operating Princippal, Clearhaven Partners
Ben Spiegel,
Operating Principal, BayPine
Ercan Ucak,
Vice President, Cerberus Capital Management

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Peter Kim

Head of GTM, WestBridge Capital

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A speaker photo for Ben Spiegel

Ben Spiegel

Operating Principal, BayPine

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A speaker photo for Ercan Ucak

Ercan Ucak

Vice President, Cerberus Capital Management

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14:40 - 15:20

Track 16 Tech and Digital Room: New vs. old value creation levers: what needs to stay, what needs to be added, and what needs to go?

Jeffrey Malcolm
  • Future trends in tech and how they will impact PE portfolio operations
  • Looking holistically at the role of an operating partner in value creation do you believe there is a need for change? What changes are needed?
  • How do you go about discovering and integrating new technologies within portfolio companies
  • What is your approach when it comes to buy vs. build?

Moderator:
Bala Narayanaswamy, Global Head of Private Equity, Infosys

Panelists:
Nathaniel Barling,
Co-Head, Applied Software Group, Andreessen Horowitz
Jeffrey Malcolm,
Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management
Scott McKenzie,
Operating Partner, Bain Capital

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Jeffrey Malcolm

Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

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Presentation
15:20 - 16:00

Keynote Presentation

Closing
16:00 - 16:10

Closing remarks and end of conference

Explore our exclusive operating partner only networking activities

Deepen your relationships and build your network throughout the Forum with our operating partner exclusive networking events taking place in Wine Country for the very first time.

Explore our unlimited networking opportunities, including our pre-event reception & dinner, breakfast and lunch discussions, plus an entire pre-conference itinerary (with access to select Napa wineries). Connect with the leading community of PE operating partners and exchange ideas with key players in value creation that will help you in your day-to-day operations.

See who’s already confirmed to attend

Pre-conference winery tour and lunch

Wednesday, June 12

Operating Partners Forum Napa Winery Tour and Lunch Trip (invitation-only)

11:30 am – 3:00 pm
Venue: Inglenook Winery

This excursion, solely for the operating partners attending the Forum, will include a tour of the estate with tastings of their exquisite wines and lunch provided. There will be a shuttle departing at 11:30 am from the event venue, the Meritage Resort. Nestled in the heart of Napa Valley, Inglenook will provide a unique setting to network with your peers in a relaxed atmosphere.

Hosted by:

Pre-conference dinner and reception

Wednesday, June 12

Operating Partners Forum Napa Welcome Reception (invitation-only)

5:30 – 7:30 pm
Venue: VINEYARD DECK at the Meritage Resort & Spa

Join the operating partners attending the Forum at our opening grand reception in Wine Country taking place on the hillside of the Meritage’s nine-acre vineyard. Enjoy spectacular vineyard views at sunset and expand your network with the brightest leaders in value creation while indulging in pre-function appetizers, aperitifs, & cocktails.

Hosted by:
           

Operating Partners Forum Napa Welcome Dinner (invitation-only)

7:30 – 9:00 pm
Venue: ESTATE CAVE at the Meritage Resort & Spa

Join us as we welcome all the operating partners for a gourmet networking-style dinner and Wine Experience brought to you by Far Niente Winery. Expand your network the night before the conference at the venue’s one-of-a-kind Estate Cave.

Hosted by:

           

Day 1 lunch and reception

Thursday, June 13

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

1:00 – 2:00 pm
Venue: The Meritage Resort & Spa

This closed-door lunch discussion will explore what it’s like being a woman in PE & VC portfolio operations. Join this interactive session for an inside look at women’s leadership: challenges and opportunities.

Operating Partners Forum Napa Day 1 Networking Reception

5:40 – 6:40 pm
Venue: EVENT LAWN at the Meritage Resort & Spa

The Meritage’s grandest event venue, the sprawling Event Lawn will provide a delightful setting at the end of the first day for you to chat and hear what is on everyone’s mind after a full day of valuable insights.

Day 2 breakfasts and lunch

Friday, June 14

Operating Partners Forum Napa Deep Dive Breakfasts (operating partners only)

7:45 – 8:30 am
Venue: The Meritage Resort & Spa

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.

Hosted by:

   

Digital and Tech Operating Partners Lunch Discussion (operating partners only)

1:10 – 2:00 pm
Venue: The Meritage Resort & Spa

This closed-door deep dive lunch discussion solely for tech operating partners will focus on a strategic area in digital value creation to enhance value. Increase your connections and exchange ideas with tech leaders in value creation.

Hosted by:

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 focused on different functional topics with designated expert facilitators.

Speakers

 

For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.

Chioma Achebe

Principal, The Carlyle Group

Lisa Ames

Operating Executive, Norwest

Hannah Arnold

President and CEO, The LAKPR Group

Nathaniel Barling

Senior Product Manager, Andreessen Horowitz

Michael Belkin

Head of Global PE Practice, Zuora

Alex Bello

Director, Product and Technology Strategy, EQT Group

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Elizabeth Blake

Operations Vice President, Human Capital, Trive Capital

Fabian Bodoky

Director, Tech Industry Lead, Efficio

William Bundy

Partner, McKinsey & Co

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

Douglas Chey

Douglas Chey

SVP Value Creation, Warburg Pincus

Chris Cochran

Co-founder & CEO, ProsperOps

Renee Cohen

Operating Executive, Marketing, Norwest

Sean Curran

Co-Founder & Managing Partner, ENDUIR Cyber

Amy Daly

Partner, Ernst & Young, LLP (EY)

Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

Dina DeMarco

Division President - Private Equity Talent Solutions, Hueman

Cory A. Eaves

Partner and Head of Portfolio Operations, BayPine

Russell Findlay

Operating Partner, H.I.G. Capital

AJ Gandhi

Chief Growth Officer, Marlin Equity Partners

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

Giuseppe Gasparro

Partner & Managing Director, AlixPartners

Rory Gaston

Group Managing Director, Saragossa

Angela Geffre

Head of Human Capital - GrowthCurve Capital

Scott Graham

Operating Partner, Marketing and Growth, Diversis Capital

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Ignacio Giraldo

Partner, TPG Rise

Josh Gold

Senior Operating Executive, Hellman & Friedman

Billy Hegeman

Operating Advisor, Norwest Equity Partners

Tindall Hein

Partner, ON Partners

Matt Hollcraft

Operating Partner – Cybersecurity, H.I.G. Capital

Ben Holzemer

Partner, Head of Human Capital, TPG

Jerry Hughes

Director, Commercial Excellence, American Securities

William Humsi

Partner, Simon-Kucher

Matt Ibbetson

Principal, Ridgemont Equity Partners

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Iggy Javellana

Enterprise Information Technology Practice Leader, Cerberus

Ben Johnson

Managing Director, Product Management, LLR Partners

Ryan Jones

Private Equity Leader, Deloitte Consulting

Brian Kasser

Talent Partner, Welsh, Carson, Anderson and Stowe

Kate Ju

Vice President, Value Accelerator, Goldman Sachs Asset Management

Prital Kadakia

General Partner, Serent Capital

Raz Khan

Principal, Permira

Spencer Khoury

Director, Value Creation Team, Shamrock Capital

Peter Kim

Head of GTM, WestBridge Capital

Michael Kingston

Managing Director, Chief Information Officer Americas, The Carlyle Group

Jeffrey Klein

Managing Director, Alvarez and Marsal

Matt Krna

Co-founder and Managing Partner

Punit Kulkarni

Global Private Equity Leader, Persistent Systems

Raj Kushwaha

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

Yale Kwon

Partner, AlixPartners

Ned Lanphier

Partner, Private Equity Practice

Dan Lau

Vice President, Head of Business Development, Symphony

Ryan Loy

Partner, McKinsey & Company

Jeffrey Malcolm

Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

Scott McKenzie

Operating Partner, Bain Capital

Kevin McShane

Operating Partner, Go-To-Market Practice Leader

Miten Marvania

Managing Director, Business Services Platforms, Blue Owl Capital

Michael Monagle

Principal, Portfolio Operations, Providence Equity Partners

Jeff Montgomery

Operations Vice President, Cybersecurity, Trive Capital

Patrick Mizer

Portfolio CTO, Blue Star Innovation Partners

Sean Mooney

CEO, BluWave

Casey Myers

Partner, Edison Partners

Andrew Nolan

Partner, PwC

Hoyoung Pak

Partner and Managing Director, AlixPartners

Daniel Perry

Director of Sales and Commercial Excellence, Parthenon Capital

Michael Picton

Co-Founder and Managing Partner, ENDUIR Cyber

Adam L. Pollak

National Practice leader for Performance Improvement for KPMG Strategy, U.S.

Eli Potter

CIO as a Service, Insight Partners

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

Ed Richards

Chief Operating Officer, Head of Portfolio Operations, Marlin Equity Partners

Kyle Roemer

Managing Director, Head of Catalyst Group, Incline Equity Partners

Chris Roth

Chief Investment Officer, 5T Wealth, LLC

David Rowley

Technology Operating Partner, Diversis Capital

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

Avra Schaaf

Principal, Lead Edge Capital

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

Mark Sinatra

CEO, Aspen HR

Saurabh Singh

Partner, AlixPartners

Karina Sobieski

Managing Director, Human Capital, Clearlake Capital Group

Katie Solomon, Genstar Capital

Katie Solomon

Managing Director, Talent Management, Genstar Capital

Jamey Spencer

Managing Director & Portfolio Manager, Hall Capital Partners

Ben Spiegel

Operating Principal, BayPine

Milo Sprague

Chief Technology Advisor, FTV Capital

Paul Stansik

Partner, ParkerGale Capital

Subhi Sherwell

Field Operations Senior Advisor, TPG Capital

Ercan Ucak

Vice President, Cerberus Capital Management

Russell Uyeda

Operating Partner, Operational Resource Group, HGGC

David Van Wert

Partner, RSM

Jana Wayne

Head of Procurement, Hunter Point Capital

Carsten Weber

Principal, Highview Capital

Chris Westington

Director of Portfolio Management and Value Creation, BCI

Ellen Williams

Vice President, Growth Acceleration Group, General Atlantic

Eric Wilson

Principal, Portfolio Operations, NextGen Growth Partners

Chad Wonderling

Chief Financial Officer, Zone & Co.

Seth Wong

Vice President, GIC

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

Drew Zarges

VP, Portfolio Operations, Platinum

John Zink

Director of Operations, Marlin Equity Partners

Connect with the largest community of operating partners on the West Coast

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.

Event venue and hotel options

View the event venue

The Meritage Resort And Spa
875 Bordeaux Way
Napa, CA 94558

Book your room

For alternate accommodations near the venue,
see the map here.

DIGITAL & TECHNOLOGY VALUE CREATION

Unlock the next frontier in digital value creation

The Operating Partners Forum Napa agenda includes an entire technology track running across both days of the event. Join a leading community of operating partners to discuss and debate strategies to deliver value through technology in today’s rapidly changing world.

The Forum welcomes an elite crowd of tech value creators in PE and VC portfolio operations for deep dive discussions on tech transformations and innovative initiatives. Get a firm grasp on how you can impact returns in your role with the largest assembly of digital operating partners in an environment designed to encourage open conversations.

“As a serial CTO turned Operating Partner, I really enjoyed meeting and hearing from my peers who have had a similar career journey.”

David Rowley

Technology Operating Partner, Diversis Capital

Carve your niche in technology operations

Hear first-hand perspectives on how to further develop your operational skill set.

Operating Partners Forum: Asia

Learn key technology strategies to create value

Find the right tools and knowledge to deliver successful cross-portfolio initiatives.

Network with top PE
and VC tech value creators

Meet with the largest community of technology operational experts all in one place

Agenda highlights

  • Digital & Technology Operating Partners Lunch Discussion (for operating partners only)
  • Building a framework for AI: leveraging AI to optimize your processes and deliver value
  • Establishing an advanced data governance framework
  • What makes a great tech and digital operating partner in today’s world?
  • Accelerating tech value creation roadmaps with your management teams
  • Product innovation: roadmaps and strategies for execution
  • Cybersecurity: dos and don’ts in the current landscape
  • Tech due diligence done right
  • Leveraging Cloud optimization as a key value creation element
  • And much more…

Featuring functional experts:

Save $250+ on your ticket when you register before May 10.

Book now