Private Equity
International
International
Operating Partners Forum New York 2021
20 - 21 October 2021,
Convene, 117 W 46th St, New York
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:
- advanced/seasoned operating partners
- emerging operating partners
- human capital operating partners
- 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
2021 Speakers
Firms attending the Operating Partners Forum New York
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…
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…
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.
Jesko Frommeyer
Managing Director, Portfolio Value Creation, Real Assets, Canada Pension Plan Investment Board (CPPIB)
2021 Sponsors
PEI’s Annual Operating Partner Forums unite private equity operating partners and value creation experts. This intersection of individuals provides service providers with unique and customized programs to engage in thought provoking content discussions and provides numerous opportunities to connect in one-on-one discussions, roundtable events, and various other networking activities.
To explore how your firm can take a prominent leadership position, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.
Pre-Event Resources
Resources
……
Year-round networking for operating partners
The eleventh annual Operating Partners Forum New York will take place live, in-person this October in New York City
Connect with a community of operating partners and value creation leaders to boost value creation in your portfolio, discover the latest best practices, and gain sector and functional expertise.
Attendance at the Forum is now exclusive to Operating Partners All Access members – our new industry-leading Operating Partners community. Request a trial to see how, in addition to attendance at the Operating Partners Forum New York, membership can help expand your network.
Meet our growing community of Operating Partners
Connect with your peers.
Connect with a community of operating partners and value creation leaders in networking sessions and small group meetings.
Hear from leaders in private equity.
The Forum’s authoritative speaking faculty will share key information that will increase value creation in your portfolio.
Save time building your network.
Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.
What our attendees are saying about Operating Partners Forum New York
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…
I find this conference the best way to network with my peers in the operating partner community. The quality of attendees and dialog is outstanding and always h…
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.
Forum attendees get more:
By attending the Operating Partners Forum New York you will join the most influential operating partners community. Membership will give you:
- Access to the Operating Partners Forum New York
- Access to all of PEI’s global operating partners events (both virtual and in-person)
- On-demand access to event sessions
- Access to the member directory
- Frequent virtual and in-person networking opportunities
- And much more …
Please note annual agenda is subject to change
2021 Agenda
Download the agenda to see the timely and relevant topics that are of importance to Operating Partners today. These topics will shape the discussions at the Operating Partners Forum New York.
If you are interested in a speaking role please contact contact Marc Mele at marc.m@peimedia.com.
All times are listed in Eastern Time (ET)
View agenda page
Agenda
Day One - Wednesday 20th
07:40 - 08:40
Registration and breakfast
07:40 - 08:40
Think tanks for full-time operating partners: Comparing operating partner models — value creation war room (invitation-only)
Steve Larned,
Geoffrey Baird,
David Feierstein
This closed-door room discussion will allow you to learn and share best practices of successful operating partner models. The think tank will also allow you to submit topics to be covered in looking at best value creation practices and the toughest challenges operating partners face daily. Key areas to be discussed include:
• What is your model today and what are you focused on for the operating partner model of tomorrow?
• Comparing innovative ways, resources, and team structures
• Bridging the gap between the investment teams’ model and what actually happens in reality
• Comparing engagement approaches
Room 1
Facilitator:
Steve Larned, Senior Principal, New State Capital Partners
Room 2
Facilitators:
Geoffrey Baird, Independent Operating Executive, Palladium Equity Partners
David Feierstein, Managing Partner, Ronin Equity Partners
08:40 - 08:50
PEI’s welcome and chairman’s opening remarks
Jon Weber
Seth Kerker, Director of Events, Americas, PEI
Chairman:
Jon Weber, Head of Global Portfolio Operations Group, Elliott Investment Management
Plenary Sessions
08:50 - 09:30
The impact of disruption on the future of work: leadership, culture, and talent
Ted Bililies,
David Cohen,
Amy LoPiccolo,
Hannah Gräfin von Waldersee,
Steven Maxwell
- Leading with impact in periods of constant disruption
- Scaling portfolio companies in a hybrid working environment
- Unlocking the importance of culture in value creation
- Leveraging the importance of DEI in talent retention
- Course-correcting the talent strategy post-pandemic
- Planning for further disruptions in different industries and sectors
Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Panelists:
David Cohen, Managing Director, Human Capital, Kelso & Company
Amy LoPiccolo, Vice President, Leadership and Talent, B Capital Group
Hannah Gräfin von Waldersee, Vice President, Strategy and Innovation, Insight Partners
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Private Equity
09:30 - 10:10
The common characteristics of faster growing businesses
Jim Corey,
Ashley Glover,
Jerry Hughes,
Todd Markson
- What do faster growing companies do to accelerate their growth and outperform their peers?
- How do they embed these characteristics in their organization?
- What are some examples of how PE firms transformed commercial organizations?
- How did these changes impact the valuation of the business?
Moderator:
Jim Corey, Managing Partner, Blue Ridge Partners
Panelists:
Ashley Glover, Former President, RealPage
Jerry Hughes, Director, Commercial Excellence, American Securities
Todd Markson, Operating Partner, Tech Opportunities, Bain Capital
10:10 - 10:50
The archetype of a world class operating team
Amy Daly,
Michael Kohlsdorf,
Aaron Miller,
Jon Weber
- Uncovering where successful operating partners focus their attention, value creation team processes, how to deploy an operating team, and the engagement approach
- Four key areas: staff, proven value creation processes, the investment lifecycle, and engaging with the CEOs
- Comparing operating partner models and the evolution of operating teams
- Making the “magic quadrant” work: how the deal partner, operating partner, CEO and board chairperson can work together to deliver value creation
- Bridging the gap between the investment teams’ model and what actually happens in reality
- Is the operating partner model changing? If so, how?
- Holistic value creation playbooks: what lies ahead?
Moderator:
Amy Daly, Americas Private Equity Consulting Leader, EY
Panelists:
Michael Kohlsdorf, President, Francisco Partners Consulting
Aaron Miller, Partner, Head of Portfolio Performance Solutions, Apollo Global Management
Jon Weber, Head of Global Portfolio Operations Group, Elliott Investment Management
10:50 - 11:20
The end of the pandemic: accelerating challenges and opportunities for private equity and portfolio companies
Markus Lahrkamp,
Bill Fry,
Doron Grosman,
Jason Karl,
Brian Slobodow
The end of the pandemic may be harder to manage than the pandemic itself from a business and financial perspective. Issues to be addressed in looking at challenges and opportunities:
- Inconsistent demand signals posing challenges for revenue forecasts
- Severe supply chain disruptions with impacts on timely delivery and product costs
- Labor shortages and wage inflation
- Transportation costs through the roof
- Work life balance issues moving from remote back to on-site work
- “Free money” to invest – a curse or a blessing?
Moderator:
Markus Lahrkamp, Managing Director, Alvarez & Marsal
Panelists:
Bill Fry, Managing Director, American Securities
Doron Grosman, President and CEO, Global Container Terminals
Jason Karl, Principal, Advent International
Brian Slobodow, Operating Partner, HGGC
11:20 - 11:50
Networking Break
Functional Breakout Series 1
11:50 - 12:20
Track 1 | Reimagining OP-CEO connections: where strategy and delivery collide
Kevin O’Neill,
Doron Grosman,
Benjamin Humphreys,
Nick Winter
- Offering a basic “cheat sheet” on how to recruit exceptional CEOs by highlighting some memorable stories (and learnings) from the trenches
- Detailing the markings of brilliant CEOs, and what it truly takes to be an exceptional leader
- Uncovering which current PE-CEO alignment and engagement practices the audience needs to know about most
- Exploring how PE executives can help CEOs reach peak performance and operate at max potential
Moderator:
Kevin O’Neill, Co-Founder and Managing Partner, Acertitude
Panelists:
Doron Grosman, President and CEO, Global Container Terminals
Benjamin Humphreys, Senior Operating Executive, Monomoy Capital Partners
Nick Winter, Managing Director, Head of North America Portfolio Operations, Värde Partners
11:50 - 12:20
Track 2 | Add-on acquisition readiness: adding value through the finance function
Jesse Weber,
Bill Klein,
John Mavriyannakis,
Andrew Walshe
Add-ons are an important, and growing, part of the private equity playbook. Well-managed integrations can lead to growth, expansion and higher valuations, but poorly managed integrations, wherein the finance variable is not properly structured and monitored won’t in fact, add on, they’ll just subtract from. In this discussion, we explore the critical role of the finance function to drive value and maximize returns:
- Understanding bottlenecks
- Gaining visibility on hidden costs
- Uncovering inefficient processes
- Discovering unnoticed opportunity to realize the returns on investment faster
Moderator:
Jesse Weber, Private Equity Lead, Sage Intacct
Panelists:
Bill Klein, President, Consero Global
John Mavriyannakis, Partner, Growth, Maverix Private Equity
Andrew Walshe, Head of Portfolio Operations, Two Sigma Private Investments, Sightway Capital
11:50 - 12:20
Track 3 | Digital as a growth lever
Sarah Walker ,
Jarrad Berman,
Kurt Brimberry
- Digital marketing strategy: how to automate and maximize touchpoints to acquire and engage customers at scale
- Customer experience: how to optimize customer experience management and master the customer journey
- Analytics: how to leverage actionable data and clear KPIs to increase ROI and facilitate quick wins
Moderator:
Sarah Walker, Vice President, Global Head of Private Equity Practice, Salesforce
Panelists:
Jarrad Berman, Vice President, Digital Transformation, TZP Group
Kurt Brimberry, Senior Associate, Summit Partners
Functional Breakout Series 2
12:20 - 12:50
Track 4 | Post-COVID talent acquisition, development, and assessment for the lower level
Tim Sanders,
Tracey Abbott,
Nicole Christopoulos,
Jon Davies,
Kristin Brown Patrick
- Grasping the lower-level talent execution plan
- What levels in the organization does your PE firm get involved in talent selection?
- Talent retention best practices in today’s world
- In our current environment, what particular people dynamics do you pay attention to and track?
- Challenges and opportunities of virtual/hybrid workforces
Moderator:
Tim Sanders, Vice President of Customer Insights, Upwork
Panelists:
Tracey Abbott, Senior Operating Lead, Partners Group
Nicole Christopoulos, Vice President, People Strategy & Culture, Summit Partners
Jon Davies, Managing Director, Head of Talent, Lightyear Capital
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners
12:20 - 12:50
Track 5 | The future value creation supply chain playbook
Wendy Buxton,
Zaid Nesheiwat ,
Brian Slobodow,
Daniel Soroka
Companies are looking for growth by expanding into new markets, new regions and into new customer bases. Many firms are grappling with continued supply chain disruptions and respect the imperative of assessing and transforming supply chain health during all stages of the deal cycle. Join this session to learn how supply chain is changing from traditional value creation strategies and what market catalysts are creating the need for more innovative approaches to value creation. Participants will hear from the experts on sourcing, inventory, logistics, and distribution fulfilment strategies that create value and drive returns while mitigating risk and meeting customers’ shifting demands.
Moderator:
Wendy Buxton, President, LynnCo Supply Chain Solutions
Panelists:
Zaid Nesheiwat, Vice President, Portfolio Operations, ORIX Capital Partners
Brian Slobodow, Operating Partner, HGGC
Daniel Soroka, Senior Operating Partner, Graham Partners
12:20 - 12:50
Track 6 | Carveout 3.0 – moving to the next level of value creation
Paul Lennick,
Andy Pickens,
Robert Roley ,
Luis Sosa
- The focus on Carveout 1.0 to 2.0 to 3.0 provides insight into the maturity of driving value in complex transactions
- Developing a strategically aligned value creation plan early in the process
- Proven execution excellence approaches in separating on the buy and sell side
- Best practices in working with service providers during the carveout
- What is the biggest challenge or risk to be managed in a successful carveout deal?
Moderator:
Paul Lennick, Senior Vice President, M&A Services, ContinuServe
Panelists:
Andy Pickens, Managing Director – Data and Digital Transformation, Apollo Global Management
Robert Roley, Director of Portfolio Operations, TPG Capital
Luis Sosa, Senior Vice President, Portfolio Operations, Platinum Equity
Functional Breakout Series 3
12:50 - 13:20
Track 7 | How 100-day plans are changing in the current environment and years to come
Sean Adkins,
Brian Chu,
Asheesh Gupta,
Michael Song,
Cici Zheng
- Fast start: coming out strong from day one in onboarding new portfolio companies even in the face of recent uncertainty
- What’s key for your first 100 days to convert to execution?
- How to prioritize: identifying the most important value creation areas to focus on
- Best practices for the first 90–180 days vs. 365+
- Day 1-100: structured approaches, pragmatic actions, and tools to bring about rapid alignment and focus
Moderator:
Sean Adkins, Managing Partner, Mergers and Acquisitions, West Monroe Partners
Panelists:
Brian Chu, Senior Managing Director, Centerbridge Partners
Asheesh Gupta, Managing Director, Portfolio Support, Audax Private Equity
Michael Song, Managing Director, Portfolio Operations, Providence Equity
Cici Zheng, Principal, ParkerGale Capital
12:50 - 13:20
Track 8 | Recruiting top CFO talent for PE-backed companies
Atta Tarki,
Angela Geffre,
Jim Morris
- What makes a candidate a good CFO for a PE-backed company?
- What is your greatest challenge when it comes to recruiting brilliant portfolio CFOs?
- How to assess CFO candidates during hiring?
- How can CFOs drive the value creation plan?
Moderator:
Atta Tarki, CEO and Managing Director, ECA Partners
Panelists:
Angela Geffre, Chief Human Resources Officer, Sun Capital Partners
Jim Morris, Operating Partner, Sun Capital Partners
12:50 - 13:20
Track 9 | Using GTM strategies to drive ROI in today’s over-heated market
Marc Metzner,
Amy Kramer,
Jairo Romero,
Bijal Sheth,
Kush Tulsidas
- Bidding with confidence based on in-depth commercial due diligence
- Driving GTM change early enough to significantly impact valuation
- Aligning GTM resources to growth buyers and new buyer journeys
- Deploying new sales roles for new product and segment selling
- Building a sustainable customer-development and lead-gen engine
- Strengthening RevOps to sustain GTM change and integrate buyer journeys
Moderator:
Marc Metzner, Vice President, Alexander Group
Panelists:
Amy Kramer, Operating Partner, Level Equity
Jairo Romero, Managing Director, GTM Excellence, LLR Partners
Bijal Sheth, Operations Principal, Pamlico Capital
Kush Tulsidas, Operating Partner, One Rock Capital Partners
Lunch break
13:30 - 14:20
Women in PE and VC portfolio operations lunch (invitation-only)
Toya Asbury ,
Susan Clark
This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations:
- What are the issues causing a disparity in genders?
- Exploring career paths, development, and how to position yourself as female leaders
- Is your firm focused on women’s leadership at portfolio companies?
- Does your company have any specific programs, leadership coaching and assessments geared towards promoting women’s leadership?
- Are there any changes in recruiting that will create a more equal playing field?
- Looking at trends and stats in gender in PE and VC
Facilitators:
Toya Asbury, Managing Director, Alvarez & Marsal
Susan Clark, Managing Director, Operations, Sun Capital Partners
Sponsored by:
13:20 - 14:20
Networking lunch
Functional Breakout Series 4
14:20 - 15:00
Track 10 | Driving impact: what makes a great PE talent partner?
Katie Marchetti,
Ashley Day,
Merche del Valle,
Alice Mann,
Michelle Nasir
- PE talent partner market trends: driving better and faster execution
- How do you provide the most value in your talent partner role? When does your firm engage the talent partner?
- Talent partner-deal team dynamics: better identifying opportunities and risks during diligence
- Uncovering specific and tactical talent partner value creation plans
- Establishing playbooks of evaluation, resources, and support at different stages
- Key success factors in looking at better use of data and ongoing monitoring
Moderator:
Katie Marchetti, Managing Director, BluWave
Panelists:
Ashley Day, Former Chief Talent Officer
Merche del Valle, Managing Director and Chief Talent Officer, Grain Management
Alice Mann, Operating Partner, Human Capital, Blue Wolf Capital Partners
Michelle Nasir, Chief Talent Officer, Arsenal Capital Partners
14:20 - 15:00
Track 11 | Winning after the deal: the key to smooth post-merger transitions
Adam Sheffield,
David Feierstein,
Daniel Goetz,
Kelley Morrell
- Formulating a successful implementation strategy
- Navigating the nuances of employment transitions and key employee retention
- Considerations for company culture alignment and employee integration
- Ensuring day 1 readiness through effective communication
Moderator:
Adam Sheffield, Chief Revenue Officer, Global Upside
Panelists:
David Feierstein, Managing Partner, Ronin Equity Partners
Daniel Goetz, Managing Director, Portfolio Value Creation, Siris Capital
Kelley Morrell, Senior Managing Director, Tactical Opportunities, Blackstone
14:20 - 15:00
Track 12 | The changing lens of the CFO – pre and post pandemic trends
Michael Hennessey,
Neely Pielet,
Howard Reba
- K-shaped recovery impact
- Liquidity focus
- Automation
- Investment planning
- Workforce structure/employee retention
Moderator:
Michael Hennessey, Managing Director, Grant Thornton
Panelists:
Neely Pielet, Director, New Mountain Capital
Howard Reba, Head of Portfolio Finance, CI Capital Partners
Functional Breakout Series 5
15:00 - 15:40
Track 13 | Addressing diversity and inclusion as a business imperative
Jennifer Busse,
Kara Helander,
Natalie Ings,
Kate Migliaro
- D&I approaches: operationalizing it and interfacing with portfolio company leaders for D&I initiatives
- What best practices can you share regarding advising CEOs and management teams at the portco levels?
- What is holding PE back from achieving diversity?
- Looking at initiatives from different PE firms, what has been successful? What goals do you set for the portfolio companies relative to D&I?
- How would you best describe your firm’s D&I work at the fund and portfolio companies?
- KPIs for diversity: measuring effectiveness
- Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
Moderator:
Jennifer Busse, Director, RSM
Panelists:
Kara Helander, Managing Director, Chief Diversity, Equity and Inclusion Officer, The Carlyle Group
Natalie Ings, Managing Director, Portfolio Solutions, Lightyear Capital
Kate Migliaro, Principal, Talent Management and Organizational Effectiveness, Apollo Global Management
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR
Kara Helander
Managing Director, Chief Diversity, Equity and Inclusion Officer, The Carlyle Group
Read bio
15:00 - 15:40
Track 14 | Cybersecurity in the modern age: dos and don’ts
Jamey Cummings,
Matt Hollcraft,
Neil Kimber,
Adam Mattina
- Best practices in communicating cyber risks to boards
- The importance of cybersecurity in acquisition diligence
- Reducing complexity and costs of your cyber tools and services stack
Moderator:
Jamey Cummings, Partner – Cybersecurity and Technology, JM Search
Panelists:
Matt Hollcraft, Group Chief Information Security Officer, Hellman & Friedman
Neil Kimber, Operating Principal, Accel-KKR
Adam Mattina, Senior Vice President and Deputy CISO, Blackstone
15:00 - 15:40
Track 15 | Critical dimensions in pre-deal operational due diligence
Gary Hoover,
Geoffrey Baird,
Gilyana Lidzheeva,
Michael Monagle,
Lane Wiggers
- How do you really get at what the opportunities are to understand what the value creation plan should be?
- Coming out of the crisis, how do you think PE’s behaviour will change across deal making and the extent of due diligence?
- Uncovering operating partner synergies and best practices in the deal evaluation phase
- Operating partner success factors when partnering with investment teams
- Exposing new challenges in assessing operational risks
- Critical pre-deal diligence elements in cost savings, technology, human capital, sales, operational planning, data, and the investment thesis
Moderator:
Gary Hoover, Vice President, Global Private Equity Practice, TBM Consulting Group
Panelists:
Geoffrey Baird, Independent Operating Executive, Palladium Equity Partners
Gilyana Lidzheeva, Director of Portfolio Operations, Frontenac
Michael Monagle, Principal, Portfolio Operations, Providence Equity
Lane Wiggers, Managing Director, Operating Partner Program, Argosy Private Equity
15:40 - 16:00
Networking coffee break
Functional Breakout Series 6
16:00 - 16:40
Track 16 | Accelerating management team performance post transaction
Dan Hawkins,
Bala Ganesan,
Marco Mendes,
Glenn Stevens
- Critical factors in top management teams to drive value creation
- What pitfalls to avoid
- What’s the right timeline post transaction?
- How do you spend your time post-transaction?
- What jobs to change out first? What are the most critical jobs?
- What would a quick CEO transition look like?
- How can you conduct talent assessments without hurting the relationship between the management team and the deal team?
- Relationships with the board; what does a high performing team look like?
Moderator:
Dan Hawkins, CEO, Summit Leadership Partners
Panelists:
Bala Ganesan, Managing Director, Special Situations, Oaktree Capital Management
Marco Mendes, Head of Portfolio Support Group, North America, Advent International
Glenn Stevens, Partner, Talent Management, Apollo Global Management
16:00 - 16:40
Track 17 | Digital transformations and innovation to drive investment value
Ravi Narayanan,
Jarrad Berman,
Raj Kushwaha,
Harrison Lung
- Building a roadmap for technological change
- Digital innovation and operations — going beyond ideation, conception, and analysis and turning strategy into real delivery, particularly in the context of a novel initiative or product
- Digital transformations in the post COVID-19 world: how digital initiatives and innovation have accelerated and what does the future hold
- How can PE firms utilize innovative technologies that return near-term, sustainable investment value without getting stuck in a never-ending cycle of transformation projects?
- Digital workplace transformation and product transformation stories
Moderator:
Ravi Narayanan, Americas Head, Strategic Engagement, Wipro
Panelists:
Jarrad Berman, Vice President, Digital Transformation, TZP Group
Raj Kushwaha, Managing Director, Digital Strategy and Innovation, Operating Partner and Chief Digital Officer, Warburg Pincus
Harrison Lung, Partner, Portfolio Value Creation, Siris Capital
16:00 - 16:40
Track 18 | How is private equity “future-proofing” and building resilience in its portfolios?
Kevin Burke,
David Acharya,
Prashanth (PV) Bóccasam ,
Pericles Mazarakis
- How PE firms successfully pivoted their portfolio companies toward growth
- How to secure portfolio companies’ liquidity and operational savings during a downturn
- The different ways in which PE firms can set up their portfolio for durable success going forward
- How regional and industry specificities played into the design of PE’s portfolio resiliency strategies
Moderator:
Kevin Burke, Director, M&A, Private Equity and Venture Capital, Globalization Partners
Panelists:
David Acharya, Managing Partner, Acharya Capital Partners
Prashanth Bóccasam, Partner, Cota Capital
Pericles Mazarakis, Managing Partner, Trispan Capital
Functional Breakout Series 7
16:40 - 17:10
Track 19 | Leveraging your portfolio’s supply chain to maximize ESG impact
Brandon Owens,
Steve Hatfield,
Leela Ramnath,
Avi Sahi
- Procurement’s role in achieving sustainability goals, while reducing costs, managing risk and improving competitive position
- How to execute a decarbonization and energy efficiency/renewable strategy across your portfolio, including funding solutions that eliminate capital constraints to scale savings
- Exploring solutions for managing Scope 3 emissions throughout the supply chain across portfolio companies
- Delivering on supplier diversity and inclusive procurement practices with an ESG framework
Moderator:
Brandon Owens, Vice President of Sustainability, Insight Sourcing Group
Panelists:
Steve Hatfield, Head of US ESG, The Carlyle Group
Leela Ramnath, Director of ESG, Warburg Pincus
Avi Sahi, Chief Commercialization Officer, OGCI Climate Investments
16:40 - 17:10
Track 20 | The return of business travel: discussing approaches and what lies ahead
Brady Kuhn,
Adam Cummins,
Michael Farrell
Join a live panel discussion on the business travel landscape in the era of COVID and easing restrictions. Panelists will discuss the approaches their organizations have taken towards business travel, how this has impacted throughout their investment companies and their perspectives on handling employee duty-of-care implications going forward. Through a leveraged procurement lens, we’ll discuss experiences in working with travel related vendors throughout the pandemic, how travel management companies are weathering the storm and what’s top of mind as managed travel re-emerges in major global markets.
Moderator:
Brady Kuhn, Business Development Manager – Global Private Equity, SAP Concur
Panelists:
Adam Cummins, PMO Lead, Global Investment Resources, The Carlyle Group
Michael Farrell, Executive Vice President of Business Development, World Travel, Inc.
16:40 - 17:10
Track 21 | Employee healthcare: Strategically balancing program costs with the talent challenges today
Todd Grove,
Michael Frain,
Christopher Kim
How do you drive value during a “war on talent” through a successful benefits strategy? Are benefit offerings simply table stakes – or can they once again help attract/retain or help offset labor related headwinds? Learn how CHROs and CFOs leverage innovative offerings to dramatically improve employee satisfaction, engagement while driving measurable EBITDA through cost avoidance. Challenges to be explored include:
- The Great Resignation and its impact on benefit offerings
- Solutions for 6%-8% – Estimated healthcare trend growth for self-insured employers due to “COVID Hangover”
- Healthcare navigation: balancing financial realities with employee needs
Moderator:
Todd Grove, Vice President, Private Equity, Quantum Health
Panelists:
Michael Frain, Senior Vice President, Shared Services, Warburg Pincus
Christopher Kim, Senior Vice President, Platinum Equity
17:10 - 17:50
Enabling a technology-driven CFO: key success factors in the future of value creation
Jesse Weber,
Bill Klein,
Howard Reba,
Russ Trpkovski,
Allyson White
- Finding data driven CFOs and their role in enterprise performance
- How is the CFO role evolving? What does the CFO of the future look like?
- How to get your portfolio companies from tactical to strategic
- Barriers to automate finance and accounting and how to overcome them
- Sharing value creation insights via data analytics and cloud technology
Moderator:
Jesse Weber, Private Equity Lead, Sage Intacct
Panelists:
Bill Klein, President, Consero Global
Howard Reba, Head of Portfolio Finance, CI Capital Partners
Russ Trpkovski, Operating Principal, CVC Capital Partners
Allyson White, Principal, Insight Partners
Interactive Working Groups Series 1
17:10 - 17:50
Interactive Working Group 1 | Deep dive discussion for operating partners only: Writing the next chapter of the value creation playbook
John Annakin
This session will allow the audience to join an interactive roundtable discussion with designated facilitators:
- Moving toward high-tech sustainability and creating long-term value for society
- Modernizing assets through practical implementation of ESG principles
- Using predictive analytics and data intelligence to enhance investment strategy and decision-making
- Leveraging automation and business process optimization to streamline, modernize, and transform costs
Facilitator:
John Annakin, Director, RSM
17:10 - 17:50
Interactive Working Group 2 | Deep dive discussion for operating partners only: Reinventing the commercial organization through the eyes of customers (invitation-only)
Michael Smith
This session will allow the audience to join an interactive roundtable discussion with designated facilitators.
- Most (85%) commercial organizations expect sales model transformations this year and next
- Planned transformations seem to focus on “inside-out” perspectives – e.g. getting sales meetings in a hybrid world; using content/knowledge capital to obtain leads/meetings
- A better way might be approaching the transformation from the view of prospects/customers and working back into the company
- Reviewing examples of this “outside-in” commercial transformation approach
Facilitator:
Michael Smith, Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners
Hosted by:
17:50 - 18:50
End of day one chairman’s remarks & cocktail reception
Agenda
Day Two - Thursday 21st
08:40 - 09:40
Registration and breakfast
08:00 - 08:40
Operating partners portfolio operations breakfast deep dive discussion: The future of workforce (invitation-only)
Parmesh Bhaskaran,
Ted Bililies
In this session we will discuss the war for talent, the multi-generational workforce, and its impact on investing in manufacturing and distribution businesses. Topics include:
- New requirements for employers in attracting talent in this time of disruption
- Overcoming the labor shortage in industries with an hourly workforce
- Meeting the expectations and differing values of the four generations in the workplace (Boomers, Gen X, Gen Y, Gen Z)
- Improving operations and building an inclusive culture to retain talent
- Effective change management to optimize operations
Facilitators:
Parmesh Bhaskaran, Managing Director, AlixPartners
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Hosted by:
08:40 - 09:40
Think tanks for full-time operating partners: value creation war room (invitation-only)
Cory Eaves,
Anish Batlaw,
Christopher Kim
This closed-door discussion will allow you to learn and share best practices of successful operating partners. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room. It will allow you to select one of the two rooms:
Room 1 Digital and Technology Operating Partners
Facilitator:
Cory Eaves, Operating Partner, General Atlantic
Room 2 Human Capital Operating Partners
Facilitators:
Anish Batlaw, Operating Partner, General Atlantic
Christopher Kim, Senior Vice President, Platinum Equity
09:40 - 09:45
Chairman’s welcome
Jim Corey
Chairman:
Jim Corey, Managing Partner, Blue Ridge Partners
Plenary Sessions
09:45 - 10:20
The future of technology and digital initiatives in working with your portfolio companies
Spencer T. Farrar,
Cory Eaves,
Amar Ghai,
Misha Logvinov
- Using technology to make your processes and businesses more efficient in the current environment and in the years to come
- Looking at the overlap of tech with other functions in the company (sales, customer support, etc.)
- Approaches to working with portco leadership on technology initiatives
- Understanding the challenges around web-enablement and changes in consumer behavior
- Recent digital transformation and digital disruption stories within specific industries
Moderator:
Spencer Farrar, Private Equity Business Development, Amazon Web Services (AWS)
Panelists:
Cory Eaves, Operating Partner, General Atlantic
Amar Ghai, Director, Head of Technology (Americas), KKR Capstone
Misha Logvinov, Managing Director and Head of IT Strategy, EQT Partners
10:20 - 11:00
Uncovering the pricing due diligence playbook
Adam Echter,
John Bailey,
Amanda Good,
Kush Tulsidas
- What does your pricing playbook look like? How to critically evaluate top-line improvements when bidding
- Evaluating potential acquisitions through structured pricing analysis
- Key elements and opportunities where price is a key concern and major aspect of the investment thesis
- First-hand accounts in looking at commercial due diligence and top-up diligence on pricing issues
Moderator:
Adam Echter, Partner, Simon-Kucher & Partners
Panelists:
John Bailey, Operating Associate, General Atlantic
Amanda Good, Partner and Head of Global Value Creation, Searchlight Capital Partners
Kush Tulsidas, Operating Partner, One Rock Capital Partners
11:00 - 11:30
PE partner-CFO dynamics: alignment, expectations, and impact
Nick Leopard,
Karl Bailliez,
Susan Clark,
Evan Lorch,
John Toriello
- Examining the PE sponsor-CFO relationship across three critical dimensions: measuring the business (collecting the data to inform insights), managing the business (reporting, technology infrastructure, KPIs), scaling the business (operational levers to drive accelerated growth)
- Understanding CFO/Partner alignment, or lack thereof, with regard to: the firm-finance dynamic and operating model, expectations for value contribution, key focus areas and objectives
- Measuring operating partner impact and understanding the critical role of technology in achieving operational alpha and accelerating value creation
Moderator:
Nick Leopard, CEO and Founder, Accordion and Co-Founder, Maestro
Panelists:
Karl Bailliez, Senior Operating Executive and Finance Practice Leader, Cerberus Capital Management
Susan Clark, Managing Director, Operations, Sun Capital Partners
Evan Lorch, Operating Partner, Francisco Partners Consulting
John Toriello, Operating Partner, General Atlantic
Karl Bailliez
Senior Operating Executive and Finance Practice Leader, Cerberus Capital Management
Read bio
11:30 - 11:50
Networking Break
Interactive Working Group Series 2
11:50 - 12:30
Interactive Working Group 3 | Deep dive discussion for operating partners only: Putting ESG at the heart of your business strategy in the new sustainable economy
Donald Reed
This session will allow the audience to join an interactive roundtable discussion with designated facilitators.
- How does your firm think about ESG, and what specific areas within E, S, and G are covered?
- ESG due diligence best practices
- What is the role of the operating partner in driving ESG initiatives?
- Mapping out and engaging with all key stakeholders on ESG
- How are ESG based KPIs and metrics being used?
- Private equity’s ESG journey: what comes next?
Facilitator:
Donald Reed, Managing Director, Finance Transformation, PwC
11:50 - 12:30
Interactive Working Group 4 | Deep dive discussion for operating partners only: Implementing price changes in 2021: Essential steps and countermeasures for your portfolio companies during inflationary times (invitation-only)
Bhavin Manjee
This session will allow the audience to join an interactive roundtable discussion with designated facilitators.
- Key steps to offset price inflation: leveraging inflationary times to expand margin
- Price adjustments: deploying multiple tools to create options when input prices fall
- Implementing robust and workable pricing processes and systems
- How to bring reluctant management teams along
- Dealing with sustained price volatility: successful elements to protect margins, drive growth and offset the commercial implications of these effects
Facilitator:
Bhavin Manjee, Partner, Simon-Kucher & Partners
Hosted by:
11:50 - 12:30
Interactive Working Group 5 | Deep dive discussion for operating partners only: Working with CEOs: dos and don’ts
Randy Street ,
Claudio Waller
This session will allow the audience to join an interactive roundtable discussion with designated facilitators focused on:
- Sharing of lessons learned and do overs
- Setting up productive relationships with CEOs across the deal lifecycle
- Managing tension and helping to bridge alignment
- Helping CEOs operate at full power
Facilitators:
Randy Street, Managing Partner, ghSMART
Claudio Waller, Co-head of Private Equity, ghSMART
12:30 - 13:30
Networking lunch
Functional Breakout Series 8
13:30 - 14:10
Track 22 | Modernizing your finance function: driving value through evolving capabilities
Greg Carlson,
Steve Cumbow,
John Mavriyannakis,
Steven Siwinski
Join us to discuss how finance functions are transforming to meet the evolving needs of its stakeholders:
- Drive forward-looking insights and improved performance management with advanced data and analytics
- Improve how work gets done through process and controls automation
- Gain efficiency via integrated systems and information
- Implement a cost-effective organization structure and delivery model
- Upskill and evolve people capabilities to be successful in a modern finance environment
- Increase cross-functional collaboration and business partnering
Moderator:
Greg Carlson, Managing Director, Riveron
Panelists:
Steve Cumbow, Operating Partner, Sentinel Capital Partners
John Mavriyannakis, Partner, Growth, Maverix Private Equity
Steven Siwinski, Operating Principal, Accel-KKR
13:30 - 14:10
Track 23 | Monitoring and quantifying portfolio performance with data science and analytics
Sunil Senan,
Jesko Frommeyer,
Andy Pickens,
Richard Spencer
- What new tools are you adopting for portfolio management?
- Looking at best methodologies for portfolio company reporting
- Applying growth KPIs and metrics for operational improvement in different stages
- Using data science to measure the success of a company and drive value creation
- Approaches in utilizing data lakes and big data to drive results
- Value creation team approaches in working with heads of data science
Moderator:
Sunil Senan, Senior Vice President and Business Head, Data and Analytics, Infosys
Panelists:
Jesko Frommeyer, Managing Director, Portfolio Value Creation, Real Assets, Canada Pension Plan Investment Board (CPPIB)
Andy Pickens, Managing Director – Data and Digital Transformation, Apollo Global Management
Richard Spencer, Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings
Jesko Frommeyer
Managing Director, Portfolio Value Creation, Real Assets, Canada Pension Plan Investment Board (CPPIB)
Read bio
Functional Breakout Series 9
14:10 - 14:50
Track 24 | Creating value through your technology investment
Maria Urias,
Prashanth (PV) Bóccasam ,
Adam Cummins,
Souvick Paul,
Rosaleen Pizarro
- Showing the value of investment in technology, including finance technology, during a PE ownership cycle
- Building the optimal technology stack
- Highlighting opportunities for future gains through finance technologies for the next owner
- Pragmatic steps to position for exit
Moderator:
Maria Urias, Manager, Strategic Alliances, FloQast
Panelists:
Prashanth Bóccasam, Partner, Cota Capital
Adam Cummins, PMO Lead, Global Investment Resources, The Carlyle Group
Souvick Paul, Vice President, Cerberus Operations and Advisory Company, Cerberus Capital Management
Rosaleen Pizarro, Vice President of Accounting, Controller, Barkbox
14:10 - 14:50
Track 25 | Culture and strategy to accelerate growth in the first 100 days
Matt Brubaker,
Andy Caine,
Bryan West
A misaligned culture and unclear strategy are two of the most common portfolio company growth barriers. This session is designed to help investors and operators assess, align, and activate both culture and strategy to ensure momentum in the key 100 days post-close.
- Understanding culture: how do you get the most traction post close in working with executive teams?
- How to align around the investment strategy to accelerate momentum into growth
- Establishing clear roadmaps for the organization and help people understand where the company is headed
- Designing environments that support the new strategy and promote high performance in people
Moderator:
Matt Brubaker, CEO, FMG Leading
Panelists:
Andy Caine, Partner, Human Capital, Frazier Healthcare Partners
Bryan West, Head of Talent, Resurgens Technology Partners
Functional Breakout Series 10
14:50 - 15:30
Track 26 | Managing the total cost of risk
Todd Miller,
Steve Cumbow,
Tom Stephens ,
Jon Weber
Identifying cost drivers and implementing a strategic approach to improve P&C and benefits insurance performance and spend is key. The property/casualty and benefits insurance value streams are opaque by design. This session will explain the traditional model and show how to:
- Leverage risk management controls
- Create underwriting demand
- Achieve best-in-class program structure and pricing
Moderator:
Todd Miller, President and CEO, Risk International
Panelists:
Steve Cumbow, Operating Partner, Sentinel Capital Partners
Tom Stephens, Operating Partner, BV Investment Partners
Jon Weber, Head of Global Portfolio Operations Group, Elliott Investment Management
14:50 - 15:30
Track 27 | Value creation in recurring revenue businesses - keys to success
Travis Huch,
Craig Foos,
Alex Mace,
Kunal Mehta,
Giles Whiting
- As we see more and more businesses in software and elsewhere move to a “SaaS” type model, what is the role of the operating partner in driving success?
- How to balance both revenue growth rate and Net Dollar Retention
- The role of pricing in driving growth and NDR
- How does digital commerce contribute to growth rates? Is this visible in data?
- Approaches to measuring and tracking these key performance indicators in portfolio companies
- Experiences – what has worked – what hasn’t
- Repeatable patterns for success
Moderator:
Travis Huch, Vice President Alliances, Private Equity Partners, Zuora
Panelists:
Craig Foos, Executive Vice President, Growth Team, Serent Capital
Alex Mace, Vice President, Thompson Street Capital Partners
Kunal Mehta, Principal, Portfolio Operations, TCV
Giles Whiting, Operating Partner, Verdane
Plenary Session
15:30 - 16:00
Unlocking the cloud revolution for portfolio value creation
David Hicks,
Misha Logvinov,
Greg Myers,
Yoav Nathaniel ,
Chris Satchell
- Create value through cost optimization and product modernization using Cloud
- Leverage the cloud for scalability and reliability
- Increase revenue through strategic cloud partnerships
Moderator:
David Hicks, Vice President, Worldwide ISV Ecosystem Business Development, Oracle
Panelists:
Misha Logvinov, Managing Director and Head of IT Strategy, EQT Partners
Greg Myers, Operating Partner, Cota Capital
Yoav Nathaniel, Senior Cloud Security Architect, Goldman Sachs
Chris Satchell, Operating Principal Technology and Digital, Clayton Dubilier & Rice
16:00 - 16:00
Closing remarks and end of conference
Venue and hotel
Kimpton Muse Hotel
130 West 46th Street
New York, NY 10036
The hotel block is now closed.
If you need accommodations, please reach out to Lucy Shulman at Lucy.Shulman@kimptonhotels.com
COVID-19 vaccination requirements
As part of our commitment to safety at the Operating Partners Forum New York and following New York City and venue COVID-19 vaccination requirements, we are requiring that all attendees must provide proof of full COVID-19 vaccination status before checking into the event at Convene, 117 W 46th St, New York.
To expedite this process, PEI Media and Convene will be using Health Pass by CLEAR, which provides 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 or Excelsior Pass as a form of record of vaccination at the event. We are only accepting proof via Health Pass by CLEAR.
All attendees will receive the event specific Health Pass registration code before the event.
Questions? Please contact customerservices@peimedia.com.
Frequently asked questions
Will I need to be vaccinated to attend the Operating Partners Forum New York?
Yes. Only individuals who provide full proof of COVID-19 vaccination status via the Health Pass by CLEAR app will be allowed to enter the event.
What actions are PEI Media and Convene taking for health and safety measures against COVID-19?
PEI would like to reassure our attendees that we are taking necessary steps for all to safely return to our in-person events. Some of those items (not limited to) are encouraging attendees to wear masks, completing Health Pass by CLEAR to prove vaccination status, practicing social distancing, PPE stations around the venue, and increased cleanliness.
Convene’s Global Chief Operating & Chief People Officer, Amy Pooser states in, “Updated COVID-19 Safety Measures” that by October 4th, all staff and guests will be required to be fully vaccinated to enter Convene. To read further information on action steps that Convene is taking, please click “Updated Meeting & Event Operating Standards & Protocols”.
Do I need to use Health Pass by CLEAR to attend the event? Can I bring my vaccine card or show a negative COVID-19 test result or use another app?
All attendees must use Health Pass by CLEAR to prove vaccination status. Attendees cannot only show a vaccine card upon entry, a negative COVID-19 test result, or the NYC COVID Safe App or Excelsior Pass. Verification via Health Pass by CLEAR must be presented on arrival to prove vaccination status.
What if I don’t download the app and complete Health Pass by CLEAR before arriving to the event?
We strongly encourage all attendees to download the CLEAR app and sign up for Health Pass by CLEAR at least 24 hours prior to the event to ensure your vaccination status is confirmed. If you do not this, please bring your vaccine card and a photo id with you to the venue to verify your information through the app onsite at the event. It can take up to 30 minutes for your vaccination status to be confirmed. Staff will be available to walk you through the process onsite.
What is Health Pass by CLEAR?
CLEAR Health Pass is a free feature in the CLEAR app that provides an easy way to complete health screenings for a safer, easier return to events. After a quick one-time enrollment, you’ll follow instructions to comply with health requirements for the venue. Upload your CDC vaccine card or link to your vaccine provider.
How do I use Health Pass by CLEAR?
Detailed instructions are noted below to access the Health Pass app.
Step-by-step instructions are also included in this video.
- Download the free CLEAR app on your mobile device
- Tap the white Health Pass tile and select “Have a code?”
- Enter EFATTENDEE42 and select go
- Tap “enroll or verify your in CLEAR” to create your CLEAR member account. Not a CLEAR member? Enter your information and have your government issued photo ID ready to confirm your identity.
- Continue to follow prompts on the Entry Requirements page to confirm your identity. Take a quick selfie to confirm.
- You will then be prompted to upload a photo of your vaccine card or select your vaccine provider to verify your proof of vaccination.
- Open your health pass to get your result, a green result means you’re good to go!
- On the event dates, October 20 – 21, please bring your smart phone device which includes the Health Pass app. Upon your arrival at Convene your dedicated QR code will be scanned at check-in prior to proceeding to registration for the event.
Please note that once your vaccination record is uploaded to the platform, it can take up to 30 minutes for your status to be verified. All attendees are strongly encouraged to complete this process at least 24 hours before the event. If you do not complete the health pass prior to the event, please bring a photo id and vaccine card to the venue.
How does CLEAR protect my personal data?
Privacy is at the center of everything at CLEAR and they are fully committed to protecting members’ information. Personal information is never sold or rented. Personal information is only used to deliver a frictionless and secure experience with CLEAR.
I’m having technical issues with my Health Pass, I accidentally mistyped my name or the app won’t sign me in. Who do I reach out to?
Please contact CLEAR at 855-ClearMe.
What are the current guidelines in New York City regarding COVID-19?
New York State recommends everyone to wear masks regardless of vaccination status. As of September 12, it has been mandated that attendees be fully vaccinated when participating in indoor activities. We strongly encourage these practices from the CDC, additional details can be found on CDC Health and Safety Practices.
I plan to travel to New York City to attend this conference, are there any current travel restrictions?
For domestic travel, attendees can travel to New York State with no restrictions. For international travel, please reference the U.S. Department of State website to view the latest updates and requirements for entry and departure of the U.S.
I am already registered for the Operating Partners Forum New York, how do I confirm my vaccination status?
Email communications are being sent to all attendees regarding Health Pass by CLEAR and the CLEAR app can be downloaded right away to start verifying your vaccination. Attendees are strongly encouraged to verify vaccine status at least 24 hours prior to the event. The event specific code needed to confirm your identity will be sent to all attendees on Friday, October 8.
What if I can no longer attend the in-person Operating Partners Forum New York?
Please reach out to our customer service team at +1 (212) 645-1919 and/or at customerservices@peimedia.com who can assist you on your options.
Any questions regarding the event and vaccination requirements should be sent to customerservices@peimedia.com.
Explore our exclusive operating partner only networking
Operating Partner exclusive networking events are taking place throughout the Forum. Starting with our Operating Partner Only reception on the 19th, the Forum provides operating partners with opportunities each day for private and semi-private opportunities to network and share thoughts with operating partners only. Explore the various interactive working groups, think tanks, breakfast sessions and receptions to discuss emerging topics in value creation and private equity with your peers.
Pre-event networking reception
Networking amongst operating partners is a key portion of the event, and we hope you will join us for the Kickoff Networking Reception for operating partners only on the night prior to the conference sessions starting.
Join us on Tuesday, October 19 from 5:30 pm – 7:00 pm at the Bryant Park Grill Rooftop Deck for cocktails and networking with other operating partners.
Attendance at this event is limited to operating partners attending the Forum.
Bryant Park Grill
25 W 40th St, New York, NY 10018
For more information on these operating partner only networking programs, please contact Lawrence.d@peimedia.com
Featured networking opportunities
Think Tank sessions
The closed-door rooms will allow you to learn and share
best practices of successful operating partners. The
thinks tanks will allow you to submit topics to be covered in looking at best value creation practices and the toughest challenges operating partners face daily.
Women’s networking lunch
This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations.
Interactive Working Groups
These exclusive deep dive discussions only available to operating partners allow you to participate in interactive roundtable discussions with designated facilitators.
Breakfast Deep Dive discussion
Join fellow operating partners for a portfolio operations breakfast deep dive discussion (invitation-only).