International
Operating Partners Forum Napa 2025
June 26-27, 2025
Silverado Resort, Napa
Accelerate future levers in value creation
In its fifth year in person on the West Coast, the Operating Partners Forum will return to Napa in 2025. 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 will include 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.
“The best thing about the forum is meeting people who play the same role as I play, but learning about different approaches, applied at different scale, t…Read full testimonial
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.
Learn key strategies for cross-portfolio initiatives
Find the right tools and knowledge to create value.
2024 agenda highlights
The 2024 agenda was carefully curated to feature all functional areas in value creation across 2 days; key highlights included:
- 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…
Meet the leading PE operating partner community:
2024 speakers
2024 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.
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.
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.
Pre-conference winery tour and lunch
Wednesday, June 12, 2024
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, 2024
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, 2024
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.
Hosted by:
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, 2024
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.
Pre-Event Resources
2024 speakers
For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
Raj Kushwaha
Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer, Warburg Pincus
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.
2024 event venue and hotel options
The Meritage Resort And Spa
875 Bordeaux Way
Napa, CA 94558
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.
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…