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 12th annual event is focused on best practices in private equity portfolio operations and value creation across all functional business areas.

Join the PE operating partner community to discuss and debate the best strategies to deliver maximum portfolio growth 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.


“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 only academy that exists for Operating Partners.”

Aaron Miller
Head of Apollo Portfolio Performance Solutions
Apollo Global Management

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.

2022 agenda

The 2022 agenda will feature the most prominent functional areas in value creation for your portfolio companies. Our unique agenda offers interactive working group discussions, think tanks, panels, plus our women in PE lunch. Click the headings below for a snapshot of some of the top features:

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 engagement models: what will the future of value creation look like?
  • How 100-day plans are changing in the current environment and years to come
  • 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

Sales & Revenue Growth

  • The future of sales: virtual sales best practices and the impact of virtual workforces
  • Improving pricing strategy during inflationary times
  • 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
  • Working with CEOs: dos and don’ts
  • Big data & workforce analytics
  • What will the future role of the human capital operating partner look like?
  • Talent acquisition, development, and assessment best practices during challenging times
  • 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
  • Working with CIOs/CTOs: dos and don’ts
  • Digitizing the customer journey: keys to success
  • Unlocking the cloud revolution for portfolio value creation
  • 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

ESG

  • Leveraging your portfolio’s supply chain to maximize ESG impact
  • How to execute a decarbonization and energy efficiency/renewable strategy across your portfolio, including funding solutions that eliminate capital constraints to scale savings
  • ESG due diligence best practices
  • What is the role of the operating partner in driving ESG initiatives?
  • How are ESG based KPIs and metrics being used?
  • How does your firm think about ESG, and what specific areas within E, S, and G are covered?

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

Marketing

  • What it really means to have a shared methodology and common language across Marketing, Sales, and Customer Success
  • Marketing as a growth lever in the first 100 days
  • How are you tracking your marketing performance and the effectiveness of marketing spend, what channels do you use?
  • Digital marketing best practices: operating partners share their thoughts
  • How does marketing support sales: what works and what doesn’t?
  • Marketing due diligence: understanding what needs to be done pre-acquisition

2022 Speakers

2021 Attendees

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

Dana Allen

Gauge Capital

Was great to trade ideas with peers across other firms to see how they are tackling similar challenges & to learn areas they are able to drive more value.

Kush Tulsidas

One Rock Capital Partners

It is a fantastic place to network with top talent in PE and learn the cutting edge work that their firms are doing to create value. I highly recommend.

Greg J Pappas

Berkshire Partners

The Operating Partners Forum is the foremost event where the largest ecosystem of operating partners, suppliers and resources gather annually.

2021 Agenda

Download the 2021 agenda to see the timely and relevant topics were covered at last year’s Forum. These topics shaped 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)

Download agenda

Day 1 Day 2
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

A speaker photo for Steve Larned

Steve Larned

Senior Principal, New State Capital Partners

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Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

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A speaker photo for David Feierstein

David Feierstein

Managing Partner, Ronin Equity Partners

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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

A speaker photo for Jon  Weber

Jon Weber

Head of Global Portfolio Operations Group, Elliott Management Corporation

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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

Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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A speaker photo for David Cohen

David Cohen

Managing Director, Human Capital, Kelso & Company

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A speaker photo for Amy LoPiccolo

Amy LoPiccolo

Vice President, Leadership and Talent, B Capital Group

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Hannah G, Insight Partners

Hannah Gräfin von Waldersee

Vice President, Strategy and Innovation, Insight Partners

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A speaker photo for Steven Maxwell

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

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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

A speaker photo for Jim Corey

Jim Corey

Managing Partner, Blue Ridge Partners

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A speaker photo for Ashley  Glover

Ashley Glover

Former President, RealPage

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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 Todd Markson

Todd Markson

Operating Partner, Tech Opportunities, Bain Capital

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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

A speaker photo for Amy Daly

Amy Daly

Americas Private Equity Consulting Leader, EY

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A speaker photo for Michael  Kohlsdorf

Michael Kohlsdorf

President, Francisco Partners Consulting

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A speaker photo for Aaron Miller

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

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A speaker photo for Jon  Weber

Jon Weber

Head of Global Portfolio Operations Group, Elliott Management Corporation

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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

A speaker photo for Markus Lahrkamp

Markus Lahrkamp

Managing Director, Alvarez & Marsal

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A speaker photo for Bill Fry

Bill Fry

Managing Director, American Securities

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A speaker photo for Doron Grosman

Doron Grosman

President and CEO, Global Container Terminals

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A speaker photo for Jason Karl

Jason Karl

Principal, Advent International

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A speaker photo for Brian Slobodow

Brian Slobodow

Operating Partner, HGGC

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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

A speaker photo for Kevin  O’Neill

Kevin O’Neill

Co-Founder and Managing Partner, Acertitude

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A speaker photo for Doron Grosman

Doron Grosman

President and CEO, Global Container Terminals

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Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

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A speaker photo for Nick Winter

Nick Winter

Managing Director, Head of North America Portfolio Operations, Värde Partners

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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

A speaker photo for Jesse Weber

Jesse Weber

Head of Private Equity Alliances, Sage Intacct

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A speaker photo for Bill Klein

Bill Klein

President, Consero Global

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John Mavriyannakis

John Mavriyannakis

Partner, Growth, Maverix Private Equity

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A speaker photo for Andrew Walshe

Andrew Walshe

Head of Portfolio Operations, Sightway Capital

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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

Sarah Walker

Sarah Walker

AVP, Global Head of Private Equity Practice, Salesforce

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A speaker photo for Jarrad Berman

Jarrad Berman

Vice President, Digital Transformation, TZP Group

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A speaker photo for Kurt Brimberry

Kurt Brimberry

Senior Associate, Summit Partners

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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

Tim Sanders, Upwork

Tim Sanders

Vice President, Client Strategy, Upwork

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A speaker photo for Tracey Abbott

Tracey Abbott

Senior Operating Lead, Partners Group

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A speaker photo for Nicole Christopoulos

Nicole Christopoulos

Vice President, People Strategy & Culture, Summit Partners

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Jon Davies, Lightyear Capital

Jon Davies

Managing Director, Head of Talent, Lightyear Capital

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A speaker photo for Kristin Brown Patrick

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

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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

A speaker photo for Wendy Buxton

Wendy Buxton

President, LynnCo Supply Chain Solutions

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A speaker photo for Zaid Nesheiwat

Zaid Nesheiwat

Vice President, Portfolio Operations, ORIX Capital Partners

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A speaker photo for Brian Slobodow

Brian Slobodow

Operating Partner, HGGC

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A speaker photo for Daniel Soroka

Daniel Soroka

Senior Operating Partner, Graham Partners

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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

A speaker photo for Paul Lennick

Paul Lennick

Senior Vice President, M&A Services, ContinuServe

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A speaker photo for Andy Pickens

Andy Pickens

Managing Director, Data & Digital Transformation, APPS, Apollo Global Management

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Robert Roley

Robert Roley

Director of Portfolio Operations, TPG Capital

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Luis_Sosa_WP_Speaker

Luis Sosa

Senior Vice President, Portfolio Operations, Platinum Equity

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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

A speaker photo for Sean Adkins

Sean Adkins

Managing Partner, Mergers and Acquisitions, West Monroe Partners

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A speaker photo for Brian Chu

Brian Chu

Senior Managing Director, Centerbridge Partners

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Asheesh Gupta

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

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A speaker photo for Michael Song

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

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A speaker photo for Cici  Zheng

Cici Zheng

Partner, ParkerGale Capital

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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

Atta Tarki, ECA Partners

Atta Tarki

CEO and Managing Director, ECA Partners

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A speaker photo for Angela Geffre

Angela Geffre

Chief Human Resources Officer, Sun Capital Partners

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A speaker photo for Jim Morris

Jim Morris

Operating Partner, Sun Capital Partners

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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

A speaker photo for Marc Metzner

Marc Metzner

Vice President, Alexander Group

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Amy Kramer, Level Equity

Amy Kramer

Operating Partner, Level Equity

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A speaker photo for Jairo Romero

Jairo Romero

Managing Director, GTM Excellence, LLR Partners

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Bijal S

Bijal Sheth

Operations Principal, Pamlico Capital

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A speaker photo for Kush  Tulsidas

Kush Tulsidas

Operating Partner, One Rock Capital Partners

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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:

A&M thumbnail

A speaker photo for Toya  Asbury

Toya Asbury

Managing Director, Alvarez & Marsal

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A speaker photo for Susan Clark

Susan Clark

Managing Director, Operations, Sun Capital Partners

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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

Katie Marchetti

Katie Marchetti

Managing Director, BluWave

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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 Merche del Valle

Merche del Valle

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

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A speaker photo for Alice Mann

Alice Mann

Partner, Human Capital, Sentinel Capital Partners

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A speaker photo for Michelle Nasir

Michelle Nasir

Chief Talent Officer, Arsenal Capital Partners

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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

Adam Sheffield, Global Upside

Adam Sheffield

Chief Revenue Officer, Global Upside

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A speaker photo for David Feierstein

David Feierstein

Managing Partner, Ronin Equity Partners

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A speaker photo for Daniel Goetz

Daniel Goetz

Managing Director, Portfolio Value Creation, Siris Capital

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A speaker photo for Kelley Morrell

Kelley Morrell

Senior Managing Director, Tactical Opportunities, Blackstone

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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

A speaker photo for Michael Hennessey

Michael Hennessey

Managing Director, Grant Thornton

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Neely Pielet

Director, New Mountain Capital

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Howard Reba_WP_2019_Speaker

Howard Reba

Head of Portfolio Finance, CI Capital Partners

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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, Melissa Mounce
  • 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

Jennifer Busse, RSM

Jennifer Busse

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

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Kara Helander

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

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Natalie Ings

Managing Director, Portfolio Solutions, Lightyear Capital

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Kate Migliaro

Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

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Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

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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

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Jamey Cummings

Partner – Cybersecurity and Technology, JM Search

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Matt Hollcraft

Group Chief Information Security Officer, Hellman & Friedman

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Neil Kimber

Operating Principal, Accel-KKR

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Adam Mattina

Senior Vice President and Deputy CISO, Blackstone

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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

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Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

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Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

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Gilyana Lidzheeva

Director of Portfolio Operations, Frontenac

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Michael Monagle

Principal, Portfolio Operations, Providence Equity

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Lane Wiggers

Managing Director, Operating Partner Program, Argosy Private Equity

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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

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Dan Hawkins

Founder and CEO, Summit Leadership Partners

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Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

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Marco Mendes

Managing Director, Portfolio Support Group, Advent International

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Glenn Stevens

Partner, Talent Management, Apollo Global Management

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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

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Ravi Narayanan

Head Americas, Market Development, Wipro

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Jarrad Berman

Vice President, Digital Transformation, TZP Group

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Raj Kushwaha

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

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Harrison Lung

Harrison Lung

Partner, Portfolio Value Creation, Siris Capital

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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

 

A speaker photo for Kevin Burke

Kevin Burke

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

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David Acharya

Managing Partner, Acharya Capital Partners

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Prashanth (PV) Bóccasam

Partner, Cota Capital

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Pericles Mazarakis

Managing Partner, TriSpan

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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

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Brandon Owens

Vice President of Sustainability, Insight Sourcing Group

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Steve Hatfield

Head of US ESG, The Carlyle Group

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Leela Ramnath

Senior Vice President, Head of ESG, Warburg Pincus

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Avi Sahi

Chief Commercialization Officer, OGCI Climate Investments

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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.

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Brady Kuhn

Business Development Manager – Global Private Equity, SAP Concur

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Adam Cummins

PMO Lead, Global Investment Resources, The Carlyle Group

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Michael Farrell

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

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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

Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

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Michael Frain

Senior Vice President, Shared Services, Warburg Pincus

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Christopher Kim

Principal, Head of Human Capital, Platinum Equity

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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

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Jesse Weber

Head of Private Equity Alliances, Sage Intacct

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Bill Klein

President, Consero Global

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Howard Reba_WP_2019_Speaker

Howard Reba

Head of Portfolio Finance, CI Capital Partners

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Russ Trpkovski

Operating Principal, CVC Capital Partners

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Allyson White

Principal, Insight Partners

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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

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John Annakin

Director, RSM

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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:

blue ridge thumbnail

Michael Smith

Michael Smith

Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

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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:

alix partners thumbnail

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Parmesh Bhaskaran

Managing Director, AlixPartners

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Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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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

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Cory Eaves

Operating Partner, General Atlantic

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Anish Batlaw_WP_Speaker

Anish Batlaw

Operating Partner, General Atlantic

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Christopher Kim

Principal, Head of Human Capital, Platinum Equity

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09:40 - 09:45

Chairman’s welcome

Jim Corey

Chairman:
Jim Corey, Managing Partner, Blue Ridge Partners

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Jim Corey

Managing Partner, Blue Ridge Partners

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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

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Spencer T. Farrar

Private Equity Business Development, Amazon Web Services (AWS)

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Cory Eaves

Operating Partner, General Atlantic

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A speaker photo for Amar Ghai

Amar Ghai

Director, Head of Technology (Americas), KKR Capstone

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A speaker photo for Misha Logvinov

Misha Logvinov

Managing Director and Head of IT Strategy, EQT Partners

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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

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Adam Echter

Partner, Simon-Kucher & Partners

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John Bailey

Operating Associate, General Atlantic

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Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

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A speaker photo for Kush  Tulsidas

Kush Tulsidas

Operating Partner, One Rock Capital Partners

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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

A speaker photo for Nick Leopard

Nick Leopard

CEO & Founder, Accordion and Co-Founder, Maestro

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Karl Bailliez

Senior Operating Executive and Finance Practice Leader, Cerberus Capital Management

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A speaker photo for Susan Clark

Susan Clark

Managing Director, Operations, Sun Capital Partners

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A speaker photo for Evan Lorch

Evan Lorch

Operating Partner, Francisco Partners Consulting

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A speaker photo for John Toriello

John Toriello

Operating Partner, General Atlantic

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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

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Donald Reed

Managing Director, Finance Transformation, PwC

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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:

simon kucher thumbnail

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Bhavin Manjee

Partner, Simon-Kucher & Partners

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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

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Randy Street

Managing Partner, ghSMART

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Claudio Waller

Co-head of Private Equity, ghSMART

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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

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Greg Carlson

Managing Director, Riveron

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Steve Cumbow

Operating Partner, Sentinel Capital Partners

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John Mavriyannakis

John Mavriyannakis

Partner, Growth, Maverix Private Equity

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Steven Siwinski

Operating Principal, Accel-KKR

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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

A speaker photo for Sunil Senan

Sunil Senan

Senior Vice President and Business Head, Data and Analytics, Infosys

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A speaker photo for Jesko  Frommeyer

Jesko Frommeyer

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

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Andy Pickens

Managing Director, Data & Digital Transformation, APPS, Apollo Global Management

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Richard Spencer

Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

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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

A speaker photo for Maria Urias

Maria Urias

Manager, Strategic Alliances, FloQast

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Prashanth (PV) Bóccasam

Partner, Cota Capital

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Adam Cummins

PMO Lead, Global Investment Resources, The Carlyle Group

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Souvick Paul

Souvick Paul

Vice President, Cerberus Operations and Advisory Company, Cerberus Capital Management

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Rosaleen Pizarro

Vice President of Accounting, Controller, Barkbox

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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

Matt Brubaker, FMG Leading

Matt Brubaker

CEO, FMG Leading

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A speaker photo for Andy Caine

Andy Caine

Partner, Human Capital & ESG, Frazier Healthcare Partners

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A speaker photo for Bryan West

Bryan West

Head of Talent, Resurgens Technology Partners

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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

A speaker photo for Todd Miller

Todd Miller

President and CEO, Risk International

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A speaker photo for Steve Cumbow

Steve Cumbow

Operating Partner, Sentinel Capital Partners

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A speaker photo for Tom Stephens

Tom Stephens

Operating Partner, BV Investment Partners

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A speaker photo for Jon  Weber

Jon Weber

Head of Global Portfolio Operations Group, Elliott Management Corporation

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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

A speaker photo for Travis Huch

Travis Huch

Vice President Alliances, Private Equity Partners, Zuora

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A speaker photo for Craig Foos

Craig Foos

Executive Vice President, Growth Team, Serent Capital

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A speaker photo for Alex Mace

Alex Mace

Vice President, Thompson Street Capital Partners

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Kunal Mehta, TCV

Kunal Mehta

Principal, Portfolio Operations, TCV

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A speaker photo for Giles Whiting

Giles Whiting

Operating Partner, Verdane

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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

A speaker photo for David Hicks

David Hicks

Vice President, Worldwide ISV Ecosystem Business Development, Oracle

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A speaker photo for Misha Logvinov

Misha Logvinov

Managing Director and Head of IT Strategy, EQT Partners

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A speaker photo for Greg Myers

Greg Myers

Operating Partner, Cota Capital

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A speaker photo for Yoav  Nathaniel

Yoav Nathaniel

Senior Cloud Security Architect, Goldman Sachs

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A speaker photo for Chris  Satchell

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

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16:00 - 16:00

Closing remarks and end of conference

2022 Speakers

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

Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Ted is an internationally-recognized expert on leadership and organization development. He advises investors, CEOs, and boards globally to help them position the right leaders for key roles and to support those leaders and teams for maximal value cre… Read full bio
Matt Brubaker, FMG Leading

Matt Brubaker

CEO, FMG Leading

Throughout his career, Dr. Matt Brubaker has advised executive leaders and teams in a variety of areas, including senior leadership development, conflict resolution, and large-scale organizational assessment and change. An expert in sustainable trans… Read full bio

Jessica Castillo

Operating Partner, Sovereign's Capital

Jessica Castillo is the Operating Partner at Sovereign’s Capital focused on growth investments across their Lower Middle Market Private Equity Funds. In her role, Jessica partners with investment and executive teams on their comprehensive value creat… Read full bio

David Feierstein

Managing Partner, Ronin Equity Partners

David is a Co-Founder and Managing Partner of Ronin Equity Partners. Before he formed Ronin, David was the Head of the Transformation Office at Diversey, the second largest industrial cleaning business in the world, joining the team as part of its pu… Read full bio

Christopher Grillo

Private Equity Vice President, Partners Group

Christopher Grillo is a Vice President at Partners Group focused on working with company boards and management teams to build better businesses for investors. He has historically worked with industrial services and consumer products businesses. His l… Read full bio

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Dan is the CEO and Founder of Summit Leadership Partners. He advises boards, CEO's, investors and business leaders on strategy execution and value creation through leadership and organization performance. After a successful corporate career, Dan foun… Read full bio

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

Bobbi Kommineni is the Operating Partner at Terminus Capital Partners (TCP), a growth-oriented private equity firm focused exclusively on majority investments in B2B software companies. At TCP, she leads a team of experts in sales, marketing, enginee… Read full bio

Sachin Korantak

Partner, Conditor Capital

Sachin brings a wealth of senior level experience in PE as an investing and operating partner and a board member, with a strong bias toward growth investing. Previously he has been a CEO, led performance transformations in Europe and US, and was a st… Read full bio

Raj Kushwaha

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

Raj Kushwaha joined Warburg Pincus in 2012 and serves as Co-Head of the Value Creation function. In addition to providing oversight for the Value Creation function, as the firm’s Chief Digital Officer, Raj is also responsible for product and technolo… Read full bio
Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

Jamie Jacobs serves as the Chief Talent Officer of Oak Hill Capital. Working across the entire portfolio of Oak Hill funds focusing on all aspects of Human Capital with specialties in Talent Management, Talent Acquisition, Organization design and ass… Read full bio

Andreas Mang

Senior Managing Director, Portfolio Operations, Blackstone

Andreas Mang is a Senior Managing Director on Blackstone’s Portfolio Operations team where he is involved in managing medical benefits spend across the Blackstone portfolio. Mr. Mang brings twenty years of healthcare experience to Blackstone, having… Read full bio

Lee McCabe

Operating Partner, AEA Investors

Lee joined AEA Investors in 2019 and serves as an Operating Partner. In addition to providing oversight for the digital value creation function, Lee is also responsible for digital diligence with prospective investments as well as ongoing work with t… Read full bio

Sean Mooney

Founder and CEO, BluWave

Sean is a former NY-based private equity partner turned entrepreneur, founder and CEO. While in private equity, Sean and his peers in the industry experienced significant and growing pressures to devise new ways to more effectively assess opportuniti… Read full bio

Jud Morrison

Operating Partner, The Sterling Group

In the role of Operating Partner, Jud works closely with Sterling’s investment professionals and portfolio management teams to drive growth and build capabilities for Sterling portfolio companies. Jud brings over 20 years of operations experience gai… Read full bio

Zaid Nesheiwat

Vice President, Portfolio Operations, ORIX Capital Partners

Zaid Nesheiwat is a Vice President at ORIX Capital Partners (“OCP”). In this role, he is responsible for operational improvement initiatives at portfolio companies and operations due diligence for new investment opportunities. Prior to joining OCP, M… Read full bio

Ian Paice

Senior Director, Business Acceleration, K1 Operations

Ian has been a part of the K1 Operations team since 2015. He began his K1 career as a recruiter and then moved into change management consulting. Since then, he has built the K1 Operations Consulting team and now leads the Transformations practice. P… Read full bio

Clark Perry

Director, AlixPartners

Clark is an internationally recognized specialist in leadership assessment and execution, team development, cultural change, and exceptional performance. He has 30 years of experience with elite sporting teams in Australia and the United States by se… Read full bio

Jessica Pizzo

Resource Partner, Court Square Capital Partners

Jessica joined Court Square Capital Partners in 2015 as a Technology Resource Partner. She works with Court Square deal teams and portfolio company executives on technology strategy, digital transformation, technology buy and sell-side due diligence,… Read full bio

Jorge Rosales

Vice President, Growth Team – Pricing Center of Excellence, Serent Capital

As a member of Serent’s Growth Team and leader of the firm’s Pricing Center of Excellence, Jorge works closely with the management teams at Serent portfolio companies to drive value creation and accelerate top-line growth by identifying and executing… Read full bio
Tim Sanders, Upwork

Tim Sanders

Vice President, Client Strategy, Upwork

Tim leads client strategy at Upwork where he helps leaders transform their businesses through the adoption of on demand talent solutions. He began his career as an early stage member of Mark Cuban's broadcast.com and, once acquired, he became the chi… Read full bio

Drew Scielzo

Operating Partner, ACON Investments

Drew Scielzo leads the Operating Group at ACON Investments, which he joined 9 years ago. He is responsible for overseeing ACON’s portfolio in Europe, North America, and South America. In addition, he works directly with a multitude of portfolio compa… Read full bio

Kush Tulsidas

Operating Partner, One Rock Capital Partners

H. Kush Tulsidas is an Operating Partner focused on sales and marketing strategy and execution at One Rock’s portfolio companies. He is responsible for assessing the growth potential of companies in the investment stage and improving profitable reven… Read full bio

Ken Weaver

Managing Director, TVV Capital

Mr. Weaver is responsible for operations growth and value creation in portfolio companies. Prior to joining TVV, Ken spent over 30 years in a series of increasingly responsible leadership positions with Bridgestone Corporation. His last three assignm… Read full bio

Carsten Weber

Technology Director, The Sterling Group

Carsten joined Sterling in 2021, bringing over 20 years of technology experience in various leadership roles in both industry and consulting. In his role as Technology Director, he is leading Sterling’s Technology Lever and value creation across the… Read full bio

Cici Zheng

Partner, ParkerGale Capital

Cici Zheng is Principal at ParkerGale Capital where she is responsible for working with portfolio companies on their growth strategies by developing and implementing programs that amplify go-to-market approaches, product positioning and financial res… Read full bio

2022 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.

Venue and hotel


Convene
117 West 46th Street
New York, 10036

View the venue

kimpton muse
Kimpton Muse Hotel
130 West 46th Street
New York, 10036

Book a room

We have reserved a room block at the hotel for all attendees with a discounted rate. To reserve your room at the hotel please use the link above before September 27.

Explore our exclusive operating partner only networking

Operating Partner exclusive networking events are taking place throughout the Forum. The Forum provides operating partners with opportunities each day to network and share thoughts with operating partners. Explore the various interactive working groups, think tanks, breakfast sessions and receptions to discuss emerging topics in value creation and network with your peers.

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).