COVID-19 vaccination requirements 

As part of our commitment to safety at the Operating Partners Forum New York and in accordance with New York City and venue COVID-19 guidelines, we are requiring that all attendees must provide proof of full COVID-19 vaccination status prior to checking into the event at Convene, 117 W 46th St, New York.

To expediate this process, PEI Media and Convene will be using Health Pass by CLEAR, which provides a secure, digital proof of COVID-related health insights via the CLEAR mobile app. Complete your health screening with Health Pass by CLEAR ahead of time for expedited check-in and entry. We will not be accepting NYC COVID Safe App and Excelsior Pass as a form of record of vaccination at the event. All attendees will receive the event specific Health Pass registration code prior to the event.

The largest global event for private equity value creation

Private Equity International’s Operating Partners Forum New York is the world’s largest event dedicated to operating partners. The 11th annual event is focused on best practices in private equity portfolio operations and value creation across all functional business areas.

Join the operating partner community to discuss and debate the best reset strategies to deliver maximum portfolio growth post-crisis this October in-person in New York City.

Extensive opportunities to network, compare best practices, build new relationships and influence the future of value creation models make this an event not to be missed.


Create the most operationally efficient portfolio companies

Hear first-hand perspectives on how to further develop your operational efficiencies by looking at successful models.

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.

2021 agenda

The 2021 agenda is carefully curated to feature the most prominent functional areas in value creation for your portfolio companies. Click the headings below for a snapshot of some of the top features you’ll find in the agenda:

 

Value Creation

  • One hour invitation-only think tanks each day for operating partners to select:
    1. advanced/seasoned operating partners
    2. emerging operating partners
    3. human capital operating partners
    4. digital operating partners
  • How operating teams work best with investment teams
  • Operating partner models post COVID-19: what will the future of value creation look like?
  • Governance – selecting and managing boards as a value creation lever
  • Effective value creation strategies for carveouts and M&As
  • The archetype of a world class operating team

Revenue Growth

  • The future of sales: virtual sales best practices and the impact of virtual workforces
  • Uncovering the most important GTM levers
  • Leveraging customer success initiatives for growth
  • Uncovering revenue growth stories and early warning signs with operating partners
  • Developing a successful ecommerce strategy in an increasingly digital world

Human Capital

  • Human capital operating partners think tank: a one hour value creation war room led by and exclusively for operating partners
  • Big data & workforce analytics
  • What will the future role of the human capital operating partner look like?
  • Talent acquisition, development, and assessment best practices in the post-COVID world
  • Integrating culture for success
  • Accelerating management team performance post transaction
  • The future of human capital and virtual workforces: what lies ahead

Technology

  • Digital and technology operating partners think tank: a one hour value creation war room led by and exclusively for operating partners
  • Digital transformations: how things will change
  • Dissecting cost structures and customer interaction via technology
  • Advanced data science to govern the business throughout the investment life-cycle
  • Leveraging artificial intelligence and machine learning for value creation
  • Cybersecurity in the modern age: dos and don’ts

Supply Chain & Procurement

  • Navigating supply chain disruptions and post-COVID best practices
  • Impact of technologies and today’s fast paced e-commerce on your supply chain
  • Supply chain cost optimization: individual company vs. cross-portfolio programs
  • Procurement transformations in the first 100 days

Finance

  • Add-on acquisition readiness: adding value through the finance function
  • How can PE best support portco CFOs?
  • Transforming finance from a cost-center into a value-creation engine
  • Identifying, attracting, and recruiting top CFO talent
  • Enabling a data-driven CFO

Operating partners only networking

Join your fellow operating partners for exclusive networking events throughout the Forum.

This year’s Forum offers an unprecedented number of operating partner-only networking and interactive sessions, including:

  • Pre-event networking reception on October 19
  • Closed-door think tanks
  • Interactive working groups
  • Breakfast deep dive discussions
  • Women in PE and VC portfolio operations lunch discussion

Learn more

2021 Speakers

Firms attending the Operating Partners Forum New York

Accel-KKR
AEA Investors
Altamont Capital Partners
Apax Partners
Apollo Global Management
Aqua Capital
Argosy Private Equity
Audax Private Equity
Bain Capital
Blackstone
BV Investments
Centerbridge Partners
CI Capital Partners
CVC Capital Partners
Edison Partners
Elliott Investment Management
EQT Partners
Equity Group Investments
Francisco Partners Consulting
Frazier Healthcare Partners
General Atlantic
Genstar Capital
Georgian Partnes
GI Partners
Global Container Terminals
Global Infrastructure Partners
Grain Management
GTCR
Hammond, Kennedy, Whitney & Company
HCI Equity Partners
Hellman & Friedman
HGGC
High Road Capital Partners
Insight Partners
J.F. Lehman & Company
Kamylon Holdings
Level Equity
Lightyear Capital
Lindsay Goldberg
Marblegate Asset Management
Miura Private Equity
Monomoy Capital Partners
NCK Capital
Oaktree Capital
OMERS Private Equity
One Equity Partners
One Rock Capital Partners
Onex Corporation
Pamlico Capital
Partners Group
Platinum Equity
Pritzker Private Capital
Providence Equity
Serent Capital
Sightway Capital
Siris Capital Group
Skyknight
Solum
Southfield Capital
Star Mountain Capital
Sterling Group
STG Partners
Summit Partners
Sun Capital Partners
TCV
The Carlyle Group
Thompson Street Capital Partners
TPG Capital
Trive Capital
Turnspire Capital Partners
Värde Partners
Veronis Suhler Stevenson (VSS)
Wardburg Pictures
World Travel Inc.

What our attendees say

Aaron Miller

Apollo Global Management

You have to keep yourself current and our firms are not academies for becoming better operating partners…The PEI International Operating Partners Forum is the o…

Read full testimonial

The Operating Partners Forum is a fantastic 2 days where thought leaders share best practices and key learnings in a collaborative and transparent fashion. I al…

Read full testimonial

For a new Operating Partner in PE the conference was an invaluable accelerator in my learning process of the key challenges and opportunities in the space.

2021 Speakers

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

Tracey Abbott

Director, Mubadala Performance Partners, Mubadala

David Acharya

Managing Partner, Acharya Capital Partners

Sean Adkins

Managing Partner, Mergers and Acquisitions, West Monroe Partners

John Annakin

Director, RSM

Toya Asbury

Managing Director, Alvarez & Marsal

John Bailey

Operating Associate, General Atlantic

Karl Bailliez

Senior Operating Executive and Finance Practice Leader, Cerberus Capital Management

Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

Anish Batlaw_WP_Speaker

Anish Batlaw

Operating Partner, General Atlantic

Jarrad Berman

Vice President, Digital Transformation, TZP Group

Parmesh Bhaskaran

Managing Director, AlixPartners

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

Prashanth (PV) Bóccasam

Operating Partner, Cota Capital

Kurt Brimberry

Senior Associate, Summit Partners

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Matt Brubaker, FMG Leading

Matt Brubaker

CEO, FMG Leading

Kevin Burke

Director, M&A, Private Equity and Venture Capital, Globalization Partners

Jennifer Busse, RSM

Jennifer Busse

Management Consulting – Director M&A Integration and Separation, RSM US

Wendy Buxton

President, LynnCo Supply Chain Solutions

Andy Caine

COO & Partner, Frazier Healthcare Partners

Greg Carlson

Managing Director, Riveron

Nicole Christopoulos

Vice President, People Strategy & Culture, Summit Partners

Brian Chu

Senior Managing Director, Centerbridge Partners

Susan Clark

Managing Director, Operations, Sun Capital Partners

David Cohen

Partner, Human Capital, Kelso

Jim Corey

Managing Partner, Blue Ridge Partners

Steve Cumbow

Operating Partner, Sentinel Capital Partners

Jamey Cummings

Partner – Cybersecurity and Technology, JM Search

Adam Cummins

Principal, Director of Portfolio Procurement, The Carlyle Group

Amy Daly

Americas Private Equity Consulting Leader, Ernst & Young

Jon Davies

Managing Director, Head of Talent, Lightyear Capital

Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

Merche del Valle

Managing Director, Chief Talent and Chief HR Officer, Grain Management

Cory Eaves

Operating Partner, General Atlantic

Adam Echter

Partner, Simon-Kucher

Spencer T. Farrar

Private Equity Business Development, Amazon Web Services (AWS)

Michael Farrell

Executive Vice President of Business Development, World Travel, Inc.

David Feierstein

Managing Partner, Ronin Equity Partners

Craig Foos

Executive Vice President, Growth Team, Serent Capital

Michael Frain

Senior Vice President, Shared Services, Warburg Pincus

Jesko Frommeyer

Managing Director, Portfolio Value Creation, Real Assets, Canada Pension Plan Investment Board (CPPIB)

Bill Fry

Managing Director, American Securities

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

Angela Geffre

Head of Human Capital - GrowthCurve Capital

Amar Ghai

Head of Digital Value Creation (Americas), KKR

Ashley Glover

Former President, RealPage

Daniel Goetz

Managing Director – Value Creation, Siris Capital

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

Hannah G, Insight Partners

Hannah Gräfin von Waldersee

Vice President, Strategy and Innovation, Insight Partners

Doron Grosman

Former President/CEO, Global Container Terminals & Former Operating Partner

Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

Asheesh Gupta

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

Steve Hatfield

Head of US ESG, The Carlyle Group

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Kara Helander

Managing Director, Chief Diversity, Equity and Inclusion Officer, The Carlyle Group

Michael Hennessey

Managing Director, Grant Thornton

David Hicks

Vice President, Worldwide ISV Ecosystem Business Development, Oracle

Matt Hollcraft

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

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

Travis Huch

Vice President Alliances, Private Equity Partners, Zuora

Jerry Hughes

Director, Commercial Excellence, American Securities

Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Natalie Ings

Managing Director, Head of Portfolio Solutions, Lightyear Capital

Jason Karl

Principal, Advent International

Christopher Kim

Principal, Head of Human Capital, Platinum Equity

Neil Kimber

Operating Principal, Accel-KKR

Bill Klein

President, Consero Global

Michael Kohlsdorf

President, Francisco Partners Consulting

Amy Kramer, Level Equity

Amy Kramer

Operating Partner-Growth, Level Equity

Brady Kuhn

Business Development Manager – Global Private Equity, SAP Concur

Raj Kushwaha

Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus

Markus Lahrkamp

Managing Director, Alvarez & Marsal

Steve Larned

Senior Principal, New State Capital Partners

Paul Lennick

Senior Vice President, M&A Services, ContinuServe

Nick Leopard

CEO and Founder, Accordion

Gilyana Lidzheeva

Director of Portfolio Operations, Frontenac

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Amy LoPiccolo

Vice President, Leadership and Talent, B Capital Group

Evan Lorch

Operating Partner, Francisco Partners Consulting

Harrison Lung

Harrison Lung

Partner, Portfolio Value Creation, Siris Capital

Alex Mace

Vice President, Thompson Street Capital Partners

Bhavin Manjee

Partner, Simon-Kucher & Partners

Alice Mann

Former Partner, Human Capital

Katie Marchetti

Katie Marchetti

Managing Director, BluWave

Todd Markson

Operating Partner, Tech Opportunities, Bain Capital

Adam Mattina

Managing Director and Deputy CISO, Blackstone

John Mavriyannakis

John Mavriyannakis

Partner, Growth, Maverix Private Equity

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

Pericles Mazarakis

Managing Partner, TriSpan

Kunal Mehta, TCV

Kunal Mehta

Principal, Portfolio Operations, TCV

Marco Mendes

Partner, Head of Portfolio Group North America, Advent International

Marc Metzner

Vice President, Alexander Group

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Todd Miller

CEO, Risk International

Michael Monagle

Principal, Portfolio Operations, Providence Equity

Kelley Morrell

Senior Managing Director, Portfolio Operations, Blackstone

Jim Morris

Operating Partner, Sun Capital Partners

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