The largest global event for private equity value creators

Now in its ninth year, Private Equity International’s Operating Partners Forum: New York is the single largest event in the world specifically dedicated to anyone concerned about private equity portfolio operational assessment and value creation.

The Forum continues to draw the most established operating partners on stage as well as in the audience, giving delegates a chance to discuss effective, practical strategies that they can implement right away.

Attendees will have extensive opportunities to network, build relationships and compare best practices with their peers and leaders who helped define the role, grow the field and influence its future direction.

Forum highlights this year include:

  • Pre-event operating partners only reception – October 15, 2019, 6:00 – 7:00 pm
  • Three think tank group sessions for operating partners only: emerging operating partners, seasoned operating partners, and human capital operating partners
  • Interactive roundtables focused on key value creation areas: digitalization & technology, human capital, leadership, sales & go-to-market strategy, pricing, cost reduction, procurement and more
  • The Operating Partners Human Capital Forum: A half day dedicated to operating partner specialists in human capital
  • What makes a great operating partner?
  • Operating partner perspectives and insights on digital transformation and its impact
  • Data analytics to monitor and improve portfolio performance
  • Best practices for talent acquisition and development
  • Relationships between the investment team and the operating team
  • Operating partner-CEO alignment and how to get leadership right
  • CEO perspectives in looking at accelerating growth and driving transformations
  • How to deal with turnarounds and distressed situations
  • How to drive top line value creation initiatives and engage with portfolio companies
  • Cybersecurity and resiliency: what to do if it happens to your business?
  • Women in private equity portfolio operations breakfast
  • AI and robotic automation for value creation
  • How software and AI are changing the future of finance

Keynote interview | Increasing asset value and managing risk in long term investments

Mark Sotir
Co-President
Equity Group Investments

As Co-President, Mark oversees all aspects of EGI. He focuses on maximizing and sustaining the value of the firm’s investment portfolio, and on optimizing Sam’s vast network. With nearly 20 years of board and CEO experience, Mark employs his leadership inside and outside our firm. He manages and develops our corporate investment team and deploys Sam’s active-ownership approach by engaging with portfolio company management to improve business strategies and operating structures, aligning all toward achieving optimum shareholder value.

Paul Carbone
President and Managing Partner
Pritzker Private Capital

Paul Carbone has been the Managing Partner of Pritzker Private Capital and its predecessor, Pritzker Group Private Capital, since 2012. Pritzker Private Capital acquires and operates entrepreneur and family-owned middle-market companies with leading positions in the manufactured products, services and healthcare sectors. For the prior 13 years, Paul was the Director and Managing Partner of the Private Equity Group of Robert W. Baird & Co., which makes venture capital, growth equity and buyout investments in smaller, high-potential companies in the US, Europe and Asia.

Download the 2019 brochure

What’s inside?

» Featured speakers including: Accel-KKR, Apollo Global Management, The Blackstone Group, General Atlantic, Morgan Stanley Capital Partners, Riverside Partners, TPG Capital, Warburg Pincus, and many more

» View the agenda highlights for a complete overview of the discussion topics

» Sample the attendee list. Preview the preliminary attendee list for a look of who you could meet

Do you have the right value creation resources in place to make the case when investors come calling?

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 300+ 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.

2019 Speakers include:

View all speakers
View all speakers

Past attendees have said

A quote icon for decorating the content David Dougherty, Synergy

It was exceptional for me. I am working to become an operating partner and I got more done to that end through the panels and networking than I have on my own i…

Read full testimonial

A quote icon for decorating the content Greg J Pappas, Berkshire Partners

In my view, this is the foremost event where the largest ecosystem of partners, suppliers and resources gather annually.

A quote icon for decorating the content Mark Hannigan, CEO, Fortior Ventures Inc.

Wonderful event that delivered on my objectives and was good value for money.

Attendees Include:

Accel-KKR
Advent International
Alberta Investment Management Corporation (AIMCo)
Amazon Web Services
Apollo Global Management
Argosy Private Equity
Arsenal Capital Partners
Atlantic Street Capital
Berkshire Partners
Blackstone
Blue Wolf Capital Partners
Catalus Capital
Corinthian Capital
Equity Group Investments
Francisco Partners Consulting
General Atlantic
Greater Sum Ventures
HGGC
HIG Capital
Huron Capital
Kamylon Holdings
KKR
Leonard Green & Partners
Morgan Stanley Capital Partners
Nautic Partners
New State Capital Partners
Norwest Equity Partners
OMERS Private Equity
One Rock Capital Partners
Onex Corporation
Ontario Teachers' Pension Plan
Partners Group
Pritzker Private Capital
Providence Equity
Riverside Partners
Scale Venture Partners
Serent Capital
Sightway Capital
Strattam Capital
Sun Capital Partners
Tailwind Capital
TPG Capital
Turnspire Capital Partners
Vector Capital
Warburg Pincus
Welsh, Carson, Anderson & Stowe

Meet the Advisory Board

Cory Eaves
Operating Partner
General Atlantic

Hami Ebrahimi
Managing Director, Operations & Strategy
OMERS Private Equity

Jim Howland
Managing Director and Head of Portfolio Operations
Morgan Stanley Capital Partners

Georgette Kiser
Operating Executive
The Carlyle Group

Michael Kohlsdorf
President
Francisco Partners Consulting

Michael Song
Managing Director, Portfolio Operations
Providence Equity

(OPEN ACCESS FOR ALL ATTENDEES WHO ATTEND THE MAIN OPERATING PARTNERS FORUM NEW YORK)

Visit our co-located Operating Partners Human Capital Forum New York 2019

 

The Operating Partners Human Capital Forum will bring together an elite crowd of top human capital value creators and operating partner specialists.

 

2019 agenda

View each tab below to explore 2019’s agenda, packed full with insightful roundtables, panel discussions and powerful networking breaks for the leaders in value creation.

For speaking opportunities for 2019, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 16th

Plenary sessions
07:30 - 08:30

Women in PE & VC portfolio operations breakfast (invitation-only)

This closed-door session will explore what it’s like being a woman in PE & VC portfolio operations:
• What are the issues causing a disparity in genders?
• Exploring career paths, development, and how to position yourself as female leaders
• What are you doing at your companies to tackle diversity and open dialogue?
• Is your firm focused on women’s leadership and diversity at portfolio companies?
• Are there any changes in recruiting that will create a more equal playing field?
• Looking at trends and stats in gender & diversity in PE & VC

Facilitators:
Lily Chang, Chief Portfolio Services Officer, Leonard Green & Partners
Susan Stautberg, Governance Advisor, Atlantic Street Capital
Tricia Witty, Senior Principal, Ontario Teachers’ Pension Plan

 

Hosted by:

07:45 - 18:00

Registration

Sponsored by:

07:45 - 08:30

Continental breakfast

08:30 - 08:40

Chairman's welcome

Chairman:
Doron Grosman, President & CEO, Global Container Terminals

08:40 - 09:20

Uncovering key success factors in turnarounds

• Understanding warning signs and weaknesses early on to develop your strategy
• Defining key success factors to go from distressed to transformation
• Sharing successful turnaround war stories: dos and don’ts in troubled situations
• How can operating partners work with management teams to enact an effective turnaround plan?
• Focusing on a viable business with growth potential and the workforce of the future
• Utilizing data-driven analysis in your turnaround strategy

Moderator:
Ray Anderson, Principal, Transaction Advisory Services, EY

Panelist:
Bala Ganesan,
Managing Director, Special Situations, Oaktree Capital Management

09:20 - 10:00

Proactive management of the PE-CEO-CFO relationship

• Grasping misalignments in the PE firms’ investment theses
• Achieving senior team alignment in the first 100 days
• How do you create buy-in for your value creation plan with management?
• How can PE best support portco CEOs and CFOs?
• Risk, governance, leadership: what are the pain points?
• Helping management teams that are great at running a business think about growing a business
• Board dynamics: how CFOs work with the board and with CEOs as strategic partners

Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners

Panelists:
Michael Kohlsdorf, President, Francisco Partners Consulting
Mike Pulli, CEO, Verifone
Paul Wheeler, CFO, Operative

10:00 - 10:30

Keynote interview | Increasing asset value and managing risk in long term investments

Interviewer:
Paul Carbone,
President and Managing Partner, Pritzker Private Capital

Interviewee:
Mark Sotir, Co-President, Equity Group Investments

10:30 - 10:50

Networking break

10:50 - 11:20

Identifying, implementing, and capturing digital value creation throughout the portfolio investment lifecycle

• In what ways are investors identifying opportunities to leverage technology to unlock operational value creation during due diligence given limited time/information/resources?
• What are some of the best practices for working with portfolio company executives to ensure digital strategies identified are being implemented efficiently and effectively?
• How do you balance evaluating digitalization that improves operations vs evolves a business model?
• In what ways does your evaluation of technology/digital value creation change or shift or evolve over the course of the hold period?
• Where do you see the most cross-portfolio portable digital strategies and how do you proliferate them for maximum impact?

Moderator:
Brad Haller, Director, Mergers & Acquisitions, West Monroe Partners

Panelists:
Georgette Kiser, Operating Executive, The Carlyle Group
Srinivas Rapthadu, Managing Partner, Private Equity North America, SAP
Paul Zuber, Operating Partner, Thoma Bravo

11:20 - 11:50

Preparing for an economic downturn – what to do from a PE operations improvement standpoint

• How should PE backed businesses and their private equity owners be preparing for a downturn?
• How to gear up: getting operations ready and finding cash ahead of 2020
• A hands-on approach to cost optimization now, approaching capital intensive projects, escaping the “fixed costs trap”, blueprints for SAAS/tech businesses to get through the downturn formed after the 2008 downturn
• Which sectors do you see as particularly susceptible to a change in economic environment?
• What should management teams and sponsors of businesses be prioritizing when it comes to readying themselves for tough times?
• What advice would you offer management and private equity owners with regards to managing sales teams through a downturn?
• Tips for companies re-evaluating their business models/shutting down certain activities: minimizing risk and maximizing the opportunity that the downturn could bring

Moderator:
Markus Lahrkamp, Managing Director, Alvarez & Marsal

Panelists:
Jim Howland, Managing Director and Head of Portfolio Operations, Morgan Stanley Capital Partners
Peter O’Connell, President, Champlain Management
Jill Wight, Principal, The Carlyle Group

11:50 - 12:20

CEO perspectives: accelerating growth and transforming models

• Inside the mind of a CEO – what they think about and what keeps them up at night
• Understanding playbooks for growth by industry sector and how value creation is different in every sector
• Moving quickly on top line growth
• Dissecting operational models and executional capabilities that work for the CEO

Moderator:
Jim Corey, Managing Partner, Blue Ridge Partners

Panelists:
Doron Grosman, President & CEO, Global Container Terminals
Andrea Van Dam, CEO, Stella Rising
Richard Wyckoff, President & CEO, Arctic Glacier

12:20 - 13:00

Interactive value creation working groups

This session will allow the audience to break into interactive roundtable discussions with designated facilitators at each table. The following key value creations areas will be covered per table:
• Table 1: Digitalization & technology
Facilitators:
Felipe Brito
, Vice President, CI&T
Richard Spencer, Chief Operating Officer & Operating Partner, Kamylon Holdings

• Table 2: Human capital
Facilitators:
Hami Ebrahimi, Managing Director, Operations & Strategy, OMERS Private Equity
Hayden Tewell, Partner, JM Search

• Table 3: Sales & go-to-market strategy
Facilitator:
Kingchih Fan, Operating Partner, The Riverside Company

• Table 4: Cost reduction/optimization for technology enabled companies
Facilitators:
Brad Buxton, CEO, AuctionIQ (AIQ)
Paul Zuber,
Operating Partner, Thoma Bravo
Participant:
Robert Goates, CFO, Solutionreach

• Table 5: Digital Marketing
Facilitators:
Julian Chu,
Former Operating Partner, Digital Marketing and eCommerce, Castanea Partners
Keith Jensen, Chief Marketing Officer – WCP Healthcare, Waud Capital Partners

• Table 6: Supply chain & procurement
Facilitator:
Wendy Buxton, President, LynnCo Supply Chain Solutions

• Table 7: Finance
Facilitator:
Steve Cumbow, Operating Partner, Sentinel Capital Partners

• Table 8: Automation – Build a bot (invitation-only)

• Table 9: Governance
Facilitator:
Nicholas Martino, Operating Partner, High Road Capital Partners

13:00 - 14:00

Networking luncheon

Sponsored by:

Functional Business Series 1
14:00 - 14:40

Track 1 | Panel | Cultural integration ingredients for success

Whether a merger equals or add-ons to a platform, when it comes to successful integration, leaders are often missing (or worse, ignoring) a critical element necessary for short and long-term value creation: organizational culture. Lack of successful cultural integration impacts the number one value driver in the combined firm—the people getting the job done. This session will explore key considerations for driving a cohesive cultural vision, integration, and ongoing execution in the midst of a complex transaction to achieve synergy targets.

Moderator:
Beth Chase, Senior Managing Director, Ankura

Panelists:
Rob Jay, Executive Vice President – Integrated Operations, LifePoint Health
Linda Whitley-Taylor, Executive Vice President and Chief People Officer, Change Healthcare

14:00 - 14:40

Track 2 | Panel | Advanced analytics – turning data into revenue & EBITDA

• Reliance on conventional KPIs actually blocks revenue & EBITDA gains
• Integrated analytics pinpoint previously invisible revenue & EBITDA upsides
• Real-time profit impact visualizations sharpen planning & tighten control
• Ongoing analytics link revenue & EBITDA impacts to specific operating decisions
• Advanced analytics enables an entirely new level of operating control & financial results

Moderator:
Michael Rothschild, CEO, Profit Velocity

Panelists:
David Cheney,
CEO, Stelco
Jaimee Michaud, Vice President, Portfolio Support Group, Advent International

14:00 - 14:40

Track 3 | Roundtable | Operating partner perspectives: managing relationships with third party advisors

• When to use consultants vs build capability in-house
• Which specialized third-party support is most valuable for opcos?
• How to identify and select third-party providers
• How to scope projects and manage third parties during the course of a project
• How do you view third party advisors in the value creation process?
• How to hold third parties accountable and how to hold portfolio companies accountable

Moderator:
Sean Mooney, CEO, BluWave

Participants:
Luis Sosa,
Operating Director, Private Equity, Apollo Global Management
Ray Villareal, Partner, Strattam Capital
Andrew Walshe, Director of Portfolio Operations, Sightway Capital

14:00 - 14:40

Track 4 | Roundtable | Driving better identification and capture of cost-savings opportunities

• Sharing success stories of partnerships with deal teams, management, and external resources
• Impact of recent trends on due diligence & valuations
• Commonly overlooked sources of value

Moderator:
Curt Gendron, Senior Manager, M&A Advisory, Crowe

Participants:
Thad Longson,
Operating Principal, HGGC
Tom Nolan, Operating Director, Berkshire Partners

Functional Business Series 2
14:40 - 15:20

Track 5 | Panel | Operational due diligence: pre-deal assessments of the leadership team – how to know if and when to switch out members to rapidly achieve the value creation plan

• Framing the thought process around organizational leadership changes
• Criteria for evaluating leaders in portfolio companies with PE owners
• Assessing the cultural impact of making early and significant changes in leadership
• How to manage through the change and motivate the team/organization to support the changes
• Lessons learned – where leadership changes went well and hindsight from changes that went wrong

Moderator:
Shannon Gabriel, Managing Director, Leadership Solutions, TBM Consulting Group

Panelists:
Anish Batlaw,
Operating Partner, General Atlantic
Natalie Ings, Managing Director, Portfolio Solutions, Lightyear Capital
Michael Magliochetti, Operating Partner, Riverside Partners
Sean Mooney, CEO, BluWave

14:40 - 15:20

Track 6 | Panel | How software and AI are changing the future of finance

Learn about how the modern finance function is being transformed by software, AI and new approaches in the back-office. This panel of experts will dive into how AI and other technology is altering the jobs of CFOs. Throughout the conversation, we will share insights on the impact technology has on finance.

Moderator:
Scott Tynes, CEO, Consero Global

Panelists:
Kevin Liu, Director, Techstars Investments
Arthur Zuckerman, Partner, CFO, CCO & Head of Portfolio Operations, Soundcore Capital Partners

14:40 - 15:20

Track 7 | Roundtable | The most important sales effectiveness questions

• Key questions and benchmarks during diligence
• Ongoing metrics to track during the hold period
• When to invest in additional sales headcount
• When to invest in overlay headcount (e.g. lead gen, channel, specialists)
• When to invest in enablement, technology and tools

Moderator:
Chris Semain, Principal, Alexander Group

Participants:
Pablo Dominguez,
 Operating Partner, Insight Partners
Marc Herdegen, Senior Operating Partner, Strategy, New State Capital Partners
John LaMancuso, Senior Operating Executive, Cerberus Capital Management
Alex Lizcano, Vice President, Industry Value Creation, Partners Group

14:40 - 15:20

Track 8 | Roundtable | Cybersecurity and resiliency: what to do if it happens to your business?

• Vetting cyber security when acquiring companies in deals
• Discussing standards for cyber security across portfolio
• Information security assessments: how to keep your guard up
• First-hand portfolio examples covering what to do if it happens to your business

Participants:
Geoffrey Baird, 
Senior Managing Director, Value Creation, LLR Partners
Mike Barry, Senior Operating Partner, Francisco Partners Consulting
Bill Brown, Chief Security Officer, ClickSoftware
Michael Iwanoff, Chief Information Security Officer, iconectiv

Functional Business Series 3
15:20 - 16:00

Track 9 | Panel | Leveraging the procurement transformation angle for EBITDA improvement & valuation enhancement

• Individual company cost optimization vs. cross-portfolio programs
• Looking at cost savings/procurement optimization in the diligence phase
• Procurement transformations in the first 100 days
• Building cross-portfolio strategic roadmaps and the importance of spend visibility

Moderator:
Jake Wojcik, Senior Vice President, Insight Sourcing Group & SpendHQ

Panelists:
Virgil Colby, Vice President, Group Procurement, Onex Corporation
Gabriel Mesanza, Partner, Performance Enhancement, Huron Capital
John Wang, Director, Portfolio Operations, Centerbridge Partners

15:20 - 16:00

Track 10 | Panel | The art of the operating deal: operational best practices in the deal evaluation phase

• Operating synergies: how the deal was done and what role did the operating partner have in it in terms of due diligence and then post-close
• Achieving an operating partner mentality at your firm: integrating operating partners in the investment lifecycle
• Operating partner success factors when partnering with deal teams
• How does your team define a successful deal? Are there standard growth, EBITDA, cost, or ROI metrics that are utilized?
• How do you really get at what the opportunities are to understand what the value creation plan should be?

Moderator:
Jeremy Swan, Managing Principal – Financial Sponsors & Financial Services Industry, CohnReznick

Panelists:
Steven Morgenthal,
Managing Director, Argosy Private Equity
Marek Olszewski, Managing Partner, Catalus Capital
Renny Smith, Managing Partner, Staley Capital
Adrian Whipple, Vice President of Operations, TZP Group

15:20 - 16:00

Track 11 | Roundtable | PE sponsor-CFO relationship dynamics

• Discussing the good, the bad, and the confusing aspects of the PE firm-finance dynamic
• Uncovering the misalignment between the value that sponsors feel they provide their portfolio companies, and how that value is (or is not) received by CFOs
• Looking at helpful insights to improve CFO-PE sponsor communication, collaboration, and ultimately, investment success
• Examining five critical dimensions: the focus – PE-backed CFO objectives, the model – PE firm organizational & operational paradigms, the value – PE firm contributions & guidance, the work – CFO reporting & resourcing, the fault lines – big picture problems

Moderator:
Nick Leopard, CEO, Accordion

Participants:
Kerem Bolukbasi,
Operations Executive, TPG Capital
Tony Pucillo, Senior Managing Director & Operating Partner, Corinthian Capital
Howard Reba, Head of Portfolio Finance, CI Capital Partners
Michael Song, Managing Director, Portfolio Operations, Providence Equity

15:20 - 16:00

Track 12 | Roundtable | Getting tech right in first 100 days to be prepared for the next 3 years

• Vetting your tech infrastructure to identify limitations and IT cost reduction
• Managing transitions smoothly from a tech and digital point of view
• What does your 100-day tech plan look like and what can be modified in the process?
• Fast start accelerators – adding value through tech enablement early on
• What tech tools are you using to drive more efficiency, improve performance, and scale your business?
• What outcomes were realized from technology to drive value creation for revenue & operations

Moderator:
A.Amarnath, Senior Vice President & Global Head – Strategic Engagements, Wipro

Participants:
Bob Barthelmes, Managing Director, Portfolio Operations, The Blackstone Group
Thomas Fountain, Operating Partner, One Rock Capital Partners
Georgette Kiser, Operating Executive, The Carlyle Group

Plenary sessions
16:00 - 16:15

Networking break

16:15 - 16:45

The future of work: automation to accelerate value creation

• How are you thinking about opportunities around automation?
• Doing automation right: utilizing automation technologies to accelerate value creation
• How to prioritize and align business and technology priorities
• Enabling scale & improving profitability
• Transforming the cost base and accelerating margin expansion

Presenters:
Peter Munzig,
Managing Director, General Atlantic
Anubhav Saxena, Executive Vice President & Chief of Global Alliances, Automation Anywhere

16:45 - 17:15

Building out pricing capabilities in your portfolio

• Identifying pricing value in your portfolio early on
• Capturing pricing upside and other profitable growth opportunities within portfolio companies
• How pricing compares to other value creation strategies across PE deals
• Case studies in strategic pricing projects and other topline initiatives
• Integrating data to inform pricing decisions

Moderator:
Adam Echter, Partner, Simon-Kucher & Partners

Panelist:
David Dvorin, Senior Advisor, Field Operations, TPG Capital

17:15 - 17:45

What makes a great PE operations team in the modern-day tech boom?

• What roles exist on your operations team? What are the specialist skill sets & traits of successful operating partners? What makes a great digital operating partner?
• What will the future of the role look like in an increasingly digital world?
• What are current best practices in building out an operating team: structures, staffing, & value creation programs
• In-house operating capacity vs. outsourced services/advisors
• How to quantify operating partner performance: KPIs and metrics used by firms
• What are the primary goals for your team and how are you positioned with your portfolio?
• Engaging with portfolio companies to drive initiatives: is your approach autocratic or laissez faire?

Moderator:
Rahul Puri, Global Head – M&A, Private Equity & VC Practice, NetSuite (Oracle)

Panelists:
Mathew Guliner, Operating Partner – Technology & Innovation, Apollo Global Management
Raj Kushwaha, Managing Director, Operating Partner & Chief Digital Officer, Warburg Pincus
Marco Mendes, Head of Portfolio Support Group, North America, Advent International
Usman Rabbani, Managing Director, Global Head of Innovation and Technology, KKR

17:45 - 18:45

End of day one chairman's remarks & cocktail reception

Chairman:
Jeffrey Klein, Managing Director, Alvarez & Marsal

Agenda

Day 2 - Thursday 17th

Plenary sessions
07:30 - 08:45

Invitation-only think tank for full-time operating partners: value creation war room

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 covered to include trends in PE/VC impacting the role, compensation, third-party providers, best value creation practices and the toughest challenges operating partners face daily. It will allow you to select one of the three groups divided by experience levels and your role in portfolio operations.

Group A: Advanced/Seasoned Operating Partners
Facilitators:
Cory Eaves, Operating Partner, General Atlantic
Gregg Kaplan, Operating Partner, Pritzker Private Capital

Group B: Emerging Operating Partners
Facilitator:
Jon Weber,
Head of Portfolio Company Management, BlueMountain Capital

Group C: Human Capital Operating Partners
Facilitators:
Sandy Fiaschetti,
Human Capital Managing Director, Gryphon Investors
Brian Kasser,
Talent Partner, Welsh, Carson, Anderson & Stowe

07:45 - 16:30

Registration

Sponsored by:

07:45 - 08:45

Continental breakfast

08:45 - 08:50

Chairman’s welcome

Chairman:
Jim Corey,
Managing Partner, Blue Ridge Partners

08:50 - 09:20

Human capital as a key value creation lever

• Utilizing the hottest technology & best resources for talent acquisition, assessment & development
• How do you evaluate and select a search firm?
• What level in the organization does your PE firm get involved in talent selection? Do you get involved in talent issues at lower levels?
• What do you see as the chief challenge in recruiting/retaining talent in your portfolio companies?
• Quantifying the impact/ROI of human capital – what processes are generating returns?
• Performance improvement through people: goals, incentives, and compensation

Moderator:
Andrew Pressman, Partner, JM Search

Panelists:
Patrick Allen,
Recruiting Practice Leader, Cerberus Operations & Advisory Company
Brian Kasser, Talent Partner, Welsh, Carson, Anderson & Stowe
Alice Mann, Operating Partner, Blue Wolf Capital Partners

09:20 - 09:50

The journey to the cloud – driving business agility and unlocking innovation

• Technical diligence, business drivers, and value creation
• Roadmap, migration strategy, and managing risks
• Leveraging AWS for modernization
• Additional opportunities
• Challenges and lessons learned

Moderator:
Tara Jones, Private Equity Partner Manager, Amazon Web Services

Panelists:
Russ Albright,
 CEO, Crosslake Technologies
Rob Bruno, Chief Technology Officer, Achieve3000
Allyson White, Principal, Insight Partners

09:50 - 10:20

Accelerating value and reducing risk in carve-outs and divestitures

The objective is to discuss where value exists in the planning and execution phases of carve-outs, and understand the respective roles of PE investors, management and partners in positioning for and driving value.
• What is the impact of time to market to get to stand-alone entity vs. spend? Are there trade-offs and what does exceptional look like?
• What are key value levers driving successful carve-outs and getting to a stand-alone entity? How do PE investors, management and partners view these levers? Is there transparency and alignment on value?
• What are the risks, cost, time and value trade-offs that need to be considered?
• What strategies are required to reduce complexities, risks and improve the value equation? Are there areas in pre-close, quiet period and post close where slack time can be used to drive value?
• Where can tools and technology make a difference? What should partners be considering as we go forward?
• Discuss the most common pitfalls and pain points for PE investors, management and partners
• What does success look like? What are the right metrics and internal controls to avoid misalignment?

Moderator:
Martin Glenn, Principal, RSM US

Panelists:
Stephanie Barter,
Partner, Platinum Equity
Steven Siwinski,
Operating Partner, High Road Capital Partners
Lane Wiggers, Operating Partner, Argosy Private Equity

10:20 - 10:45

The cognitive enterprise: reinventing your company with AI

• Redesigning company workflows around AI
• Going beyond AI
• How are you thinking about opportunities around IoT and blockchain?
• What IoT means for your industry and how it can make companies more efficient, flexible and productive
• The cognitive reinvention: understanding where and how to apply modernization and repeatable innovation

Moderator:
Matt Milton, General Manager – Communications Market, Global Technology Services North America, IBM

Panelists:
Michael Frain, Senior Vice President, Warburg Pincus

10:45 - 11:00

Networking break

Functional Business Series 4
11:00 - 11:40

Track 13 | Panel | Add-on acquisitions: best PE practices in adopting the buy and build philosophy

• Cost synergies and revenue synergies: best practices for automating synergy tracking
• Cash flow analysis in a high velocity “buy and build” environment
• How to think about a company’s cash flow when they’ve had multiple mid-year acquisitions
• Creating a playbook to prepare a company’s process, technology, and people for a merger
• How to execute a strategy successfully to avoid a clash in systems/culture

Moderator:
Marc Craver, Director of Strategic Alliances, FloQast

Panelists:
Simon Jones, Operating Partner, Turnspire Capital Partners
Steven Siwinski, Partner, High Road Capital Partners
Lior Yahalomi, Former Managing Director, Operations, Versa Capital Management

11:00 - 11:40

Track 14 | Panel | Transportation, mobility, delivery & distribution innovation for your portco businesses

• Looking at spend and capitalization of your equipment to help manage transportation
• Understanding the future of mobility with innovation: autonomous vehicles
• Best practices in managing distribution and delivery for your portfolio companies

Moderator:
Chris Haffenreffer, Director of Corporate Development, Enterprise Holdings

11:00 - 11:40

Track 15 | Roundtable | Monitoring & quantifying portfolio performance with data science & technologies

• 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
• Should value creation teams include heads of data science?

Moderator:
Rob Biederman, Co-Founder and CEO, Catalant Technologies

Participants:
Dale Chang, Operating Partner, Scale Venture Partners
Casey Rovinelli, Growth Director, Portfolio Companies, OMERS Ventures
Richard Spencer, Chief Operating Officer & Operating Partner, Kamylon Holdings

11:00 - 11:40

Track 16 | Roundtable | Digital labor: a new catalyst for private equity success

• What is digital labor and how does it apply to private equity?
• What does transformation look like at the PE company level, across the portfolio companies, and in the way advisory firms support PE
• Charting the path forward to digital labor

Facilitators:
Charlie Cannell, Digital Director, Inflexion Private Equity
Michael Marchuk, Vice President, Global Head of Advisory Programs, Blue Prism

Functional Business Series 5
11:40 - 12:20

Track 17 | Panel | Modernizing back office operations: the power and value of a true shared services model

• Rationalizing back-office overhead costs through an outsourced shared services model
• Converging technological trends to remake the back-office: SAAS, outsourcing, and robotic process automation

Moderator:
Nate Medoff, Partner, ContinuServe

11:40 - 12:20

Track 18 | Panel | Leveraging cloud communications in a global, mobile workplace

Changes in how people choose to communicate today, dispersed mobile workforces, increasingly global interactions, and demand for integration with core cloud business systems are driving rapid change in the communications space. How can your PE firm and portfolio companies best leverage these technologies to improve communications and operations while also cutting costs?

Moderator:
Steve Rawson, Head of Strategic Industry Alliances, RingCentral

Panelists:
Stephen Murray,
CEO, DataTel1
Doug Sammak,
President and CEO, Vatic Outsourcing

11:40 - 12:20

Track 19 | Roundtable | Three strategies to grow EBITDA through finance

• Aligning people/process/technology for fast wins
• Architecting change: business models, M&A, talent
• Scaling up with technology: best practices

Moderator:
David Appel, Head of Software & SaaS, Sage Intacct

Participants:
David Averett, 
Managing Director, Peak Performance Group, Summit Partners
Prital Kadakia, Principal, Growth Team, Serent Capital
Michael Monagle, Vice President, Portfolio Operations, Providence Equity

11:40 - 12:20

Track 20 | Roundtable | Leveraging the supply chain for growth

• Leveraging technology & data to enhance your global supply chain process
• Strategic sourcing to be most effective in your sector
• Effective planning to simplify complexities and reduce costs
• Executing with precision in today’s fast pace world of e-commerce

Moderator:
William Ramsey, Operating Partner, Wellspring Capital

Participants:
David Muhlenkamp, Managing Director, Lindsay Goldberg

Plenary sessions
12:20 - 12:50

Tricks of the trade: driving top line value creation initiatives in addressing key elements of a business

• What areas/levers drive the most value creation in focusing on operating partner operations in different stages?
• What holds you back from driving the most value fast?
• Tracking value creation performance: do you track? How do you track?
• Advanced analytics and AI for value creation
• What approach do you use to ensure that your strategy is aligned to execution and that you have clear visibility to the progress of activities towards EBITDA goal achievement?
• Building and incorporating playbooks for growth: what is being done that is new and improved to help companies?
• Looking at cross-portfolio programs vs. individual portfolio company initiatives
• How are you thinking about exit? Is there anything that you doing specifically in relation to exit?

Panelists:
Tracey Abbott, Industry Value Creation, Portfolio Operations, Partners Group
Anne Arlinghaus, Director, KKR Capstone
Cory Eaves, Operating Partner, General Atlantic

12:50 - 13:15

LP views of the operating partner role and its significance in the industry

• LP views and demands in looking at differences in operating partners models and how they are applied
• What could the industry do better and what do LPs want to see?
• How do LPs diligence operating partners and value creation during their fund diligence?
• How do LPs evaluate operating partners in steering their investments?
• Are LP views of operating partners and value creation influencing how PE firms utilize operating partners?

Moderator:
Ross Koenig, Vice President, RCP Advisors

Panelists:
Mark Cormier, Director, Private Equity, Alberta Investment Management Corporation (AIMCo)
Paris Fronimos, Senior Principal, Infrastructure & Renewable Resources, British Columbia Investment Management Corporation (BCI)
Ilene Levinson, Senior Investment Professional, Hamilton Lane

Operating Partners Human Capital Forum NY 2019
13:15 - 14:00

Networking luncheon

14:00 - 14:05

Chairman’s welcome

14:05 - 14:45

Big data & workforce analytics: looking at the future of human capital with AI on the horizon

• How is AI affecting and going to affect recruiting and developing talent?
• Utilizing workforce analytics to quantify performance improvement across the portfolio
• What tools have you effectively used to analyze team dynamics and make comparisons of management capability across your assets
• Innovations in “people data science” to uncover hidden patterns in data to make you reconsider how you pay, retain and engage your employees
• Utilizing big data to help you win the war for talent

Moderator:
Ann McCloskey, Operating Principal, Accel-KKR

Panelists:
John Ouren,
Operating Partner, STG Partners
Amin Venjara, Vice President & Chief Product Owner, DataCloud, ADP

14:45 - 15:20

Key players in leading the digital revolution in private equity

• Finding brilliant digital leaders fast
• Key players: leveling up tech know-how across the operating team and portco leadership team
• Operating model – executing digital initiatives and successfully incorporating digital into your playbook by relying on multiple vendors, technologies, solutions, and partners
• Best practices for activating a pool of experts to support your operating partners to shape the portco journey and unlock EBITDA opportunities
• How to leverage your pool of experts to shape the engagement/operating model and create the right incentive scheme to avoid conflicts with the teams
• Digital diagnostic – merging the power of an assessment with the effectiveness of a SWAT team able to quickly link problems & opportunities with new digital capabilities

Moderator:
Kevin O’Neill, Co-Founder and Managing Partner, Acertitude

Panelists:
Kelly Carlson, Managing Director, Head of Talent, STG Partners

15:20 - 15:30

Networking break

15:30 - 16:05

Global human capital operations: best strategies for taking your portfolio operations global

• Portfolio company expansion: support low head count in multiple countries
• Risk-management strategy: employment contracts designed to mitigate exposure to risk
• Cross-border benefits: offering locally appropriate benefits packages to maximize employee retention post deal close
• Help your portfolio companies negotiate with candidates in any country where they find employees
• Engage a team in any country where your portfolio company wants to hire employees
• Cross-border M&A best practices from a human capital perspective

Moderator:
Bob Cahill, Chief Financial Officer, Globalization Partners

Panelists:
Tracey Abbott,
Industry Value Creation, Portfolio Operations, Partners Group
Brittany Blumenthal, Vice President of People Operations, Reorg
Christopher Kim, Senior Vice President, Platinum Equity
Leslie Nielson, Managing Director, Alvarez & Marsal

16:05 - 16:45

What makes a great human capital operating partner?

• What will the future role of the human capital operating partner look like – looking at the emerging role of the chief talent officer
• How do you provide the most value in your HR operating partner role? When does your firm engage the human capital operating partner and for what?
• Looking at prerequisites, backgrounds, and skill sets that enable success in the role
• Are you involved in strategy around succession planning, compensation, and management incentives?
• How are you thinking about diversity and diversity of boards?
• How do you use external consultants?

Panelists:
David Cohen,
Managing Director, Human Capital, Kelso & Company
Saydeah Howard, Chief Talent Officer, IVP
Ann McCloskey
, Operating Principal, Accel-KKR
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners

16:45 - 16:50

Closing remarks and end of conference



Speakers

Tracey Abbott

Industry Value Creation, Portfolio Operations, Partners Group

Tracey Abbott is part of the Americas Industry Value Creation (portfolio operations) Consumer Goods and Retail team at Partners Group, an $85 B Assets under management private equity firm. She is a Member of the Board of a Brazilian fresh grocer. Tra… Read full bio

Russ Albright

CEO, Crosslake

Russ Albright is the Founder and CEO of Crosslake Technologies, a software consulting firm founded on the principal of helping companies buy, build, and run better software from technical due diligence to value creation. Russ has over 25 years of exp… Read full bio

Patrick Allen

Recruiting Practice Leader, Cerberus Operations & Advisory Company

Patrick is the Recruiting Practice Leader for Cerberus Operations, the firm’s industry-leading operations platform. He joined Cerberus in 2017 and is responsible for leading all aspects of executive talent acquisition for Cerberus Operations as well… Read full bio

A. Amarnath

Senior Vice President & Global Head- Strategic Engagements, Wipro

Aswatha Amarnath (Amar) is a Senior Vice President at Wipro and is the leader of Wipro’s U.S. Operations. He has three other global responsibilities: 1) he leads Wipro’s firm-wide efforts in helping growth-stage companies in the pre- or post-IPO stag… Read full bio

Ray Anderson

Principal, Transaction Advisory Services, EY

Coming soon..

David Appel

Head of Software & SaaS, Sage Intacct

David Appel is the Head of Software & SaaS at Sage Intacct, and is passionate about creating great subscription companies. Over time he has developed a series of SMB, Mid-Market, and Enterprise customer-lifecycle playbooks that focus on creating valu… Read full bio

Anne Arlinghaus

Director, KKR Capstone

Anne Arlinghaus joined KKR Capstone in 2008 and worked in the Menlo Park and London offices before joining the New York office in 2016. Ms. Arlinghaus works with the Financial Services industry team to drive value creation efforts, and has been invol… Read full bio

David Averett

Senior Managing Director, Value Creation, Summit Partners

Dave joined Summit Partners in 2010. As the head of Summit’s Peak Performance Group (PPG), Dave works with management teams to identify and execute growth strategies that build long-term value. He oversees day-to-day management of PPG engagements acr… Read full bio

Geoffrey Baird

Senior Managing Director, LLR Partners

Geoff Baird is the Senior Managing Director of Value Creation at LLR Partners. He leverages extensive experience leading and driving all aspects of growth for technology and services businesses to support LLR’s portfolio companies and manage the LLR… Read full bio

Mike Barry

Senior Operating Partner, Francisco Partners Consulting

Senior executive with proven track record of identifying, developing and bringing innovative and complex products to market with high quality in a timely manner. Combination of strong technical leadership abilities and experience in small, medium and… Read full bio

Bob Barthelmes

Managing Director, Portfolio Operations, The Blackstone Group

Bob Barthelmes is an Managing Director in the Portfolio Operations group, providing strategic support and advice to the firm’s investment teams and portfolio companies with a focus on technology, operations, and digital transformation. Before joining… Read full bio

Anish Batlaw

Operating Partner, General Atlantic

Anish Batlaw is an Operating Partner at General Atlantic and leads the firm’s human capital effort as part of the firm’s Operations Group. Anish and his team help the firm’s portfolio companies develop best-in-class management teams and provide suppo… Read full bio

Rob Biederman

Co-CEO, Catalant Technologies

Rob Biederman is the Co-Founder and CEO of Catalant Technologies, the market leader enabling companies to get mission critical work done faster. Forward-looking executives partner with Catalant to transition to an agile operating model and access the… Read full bio

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Ted is an expert on leadership and organization who helps CEOs and investors solve their toughest people and organizational problems. He consults with senior leaders worldwide to help them answer challenging questions such as, Who should run my compa… Read full bio

Kerem Bolukbasi

Operations Executive, TPG Capital

Kerem is an Operations Executive for TPG Capital where he provides interim executive leadership and operational support to the management teams and board of directors of TPG portfolio companies. Responsibilities include acting as the interim CFO, VP… Read full bio

Felipe Brito

Vice President, CI&T

Felipe Brito’s passion is to fuse speed, lean thinking and digital excellence, ensuring that blazing the trail one step at a time is a feature, not a bug. He helps Fortune 500 companies such as AB-InBev, Coca-Cola, iHeartMedia, Johnson & Johnson, and… Read full bio

Bill Brown

Chief Security Officer, ClickSoftware

Bill currently serves as Chief Security Officer at ClickSoftware and was formerly CISO at Houghton Mifflin Harcourt. Prior to that Bill was the CIO & CISO at Veracode and previously held CIO roles at Avid Technology and Iron Mountain. Bill was recogn… Read full bio

Wendy Buxton

President, LynnCo Supply Chain Solutions

Wendy Buxton, President, has an established reputation in diverse industries for excelling growth of organizations through corporate vision, strategic planning, and the power of effective leadership. Ms. Buxton's career as an executive level strategi… Read full bio

Bob Cahill

Chief Financial Officer, Globalization Partners

Bob Cahill joined Globalization Partners in March 2018. He has 20 years of C-level experience and has a proven track record of executing global strategies. Prior to Globalization Partners, Bob served as CFO, COO, and CEO at a variety of companies suc… Read full bio

Charlie Cannell

Digital Director, Inflexion Private Equity

Charlie joined Inflexion to provide leadership in digital technology to our portfolio businesses and investment team. He offers support and guidance to investee companies looking to improve or change their digital strategies. He is also fully involve… Read full bio

Paul Carbone

President and Managing Partner, Pritzker Private Capital

Paul Carbone has been the Managing Partner of Pritzker Private Capital and its predecessor, Pritzker Group Private Capital, since 2012. Pritzker Private Capital acquires and operates entrepreneur‐ and family‐owned middle‐market companies with leading… Read full bio

Dale Chang

Operating Partner, Scale Venture Partners

Dale is the Operating Partner at Scale Venture Partners. In his role, Dale is a resource for guidance on evolving go-to-market strategies as well as providing best practices and benchmarks across the portfolio. Previously, Dale was a Director at the… Read full bio

Lily Chang

Chief Portfolio Services Officer, Leonard Green & Partners

Lily joined LGP in 2004. As Chief Portfolio Services Officer, Lily leads LGP’s collaborative efforts with portfolio company management teams. Lily currently serves on the Board of Directors of JOANN Stores. Prior to LGP, she worked at Nissan North Am… Read full bio

Beth Chase

Senior Managing Director, Ankura

Beth R. Chase is a Senior Managing Director and Partner at Ankura with more than 25 years of experience helping private equity backed and Fortune 500 organizations navigate strategic change. A trusted advisor recognized for her influence and strategi… Read full bio

David Cheney

CEO, Stelco

David Cheney has been our Chief Executive Officer since February 20, 2019. He has previously served as Stelco’s Executive Vice President and Chief Business Development Officer. Mr. Cheney has extensive advisory, capital markets and restructuring expe… Read full bio

Julian Chu

Former Operating Partner, Digital Marketing and eCommerce, Castanea Partners

Julian Chu is a former Operating Partner at Castanea Partners, a private equity firm that works with founders and management teams of innovative consumer brands to grow their businesses through a combination of capital and operating expertise. During… Read full bio

David Cohen

Managing Director, Human Capital, Kelso & Company

David joined Kelso in 2019. He is focused on applying talent and human capital best practices to enhancing the firm’s investment process, portfolio companies and Kelso Specialist Network. He spent the preceding nine years with American Securities in… Read full bio

Virgil Colby

Vice President, Group Procurement, Onex Corporation

Virgil leads Onex’ group purchasing program with the goal of increasing shareholder value by driving procurement best practices and group contracts across portfolio companies. Prior to joining Onex, Virgil was Senior Director of Indirect Procurement… Read full bio

Jim Corey

Managing Partner, Blue Ridge Partners

Jim is a co-founder of Blue Ridge Partners and now serves as the firm’s managing partner. For 30 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 250 companies on revenue-rel… Read full bio

Mark Cormier

Director, Private Equity, Alberta Investment Management Corporation (AIMCo)

Mark Cormier is a Director at Alberta Investment Management Corp. (“AIMCo”) where he is responsible for private equity fund investing and asset management. AIMCo is one of Canada’s largest institutional investment managers with more than $100 billion… Read full bio

Marc Craver

Director of Strategic Alliances, FloQast

Marc Craver is the Director of Strategic Alliances at FloQast, responsible for the company’s relationships with the Private Equity and Financial Consulting community. FloQast, based in Los Angeles, provides software to help corporate accounting teams… Read full bio

Steve Cumbow

Operating Partner, Sentinel Capital Partners

Steve Cumbow joined Sentinel Capital Partners as an operating partner in 2015. He has worked closely with Sentinel since 2010, when he joined one of the firm's portfolio companies as CFO. Before joining Sentinel, he was a member of the operations tea… Read full bio

Pablo Dominguez

Operating Partner, Insight Partners

Pablo Dominguez joined Insight in 2018 as a Operating Partner. Pablo focuses on partnering with Insight’s portfolio companies to build and scale effective commercial teams through the application of proven and repeatable go-to-market and operational… Read full bio

David Dvorin

Senior Advisor, Field Operations, TPG Capital

David is a Field Operations Advisor for TPG Capital where he specializes in improving pricing strategies and pricing execution for the portfolio companies. David joined TPG in 2014 from Welsh, Carson, Anderson & Stowe (WCAS), where he worked as Senio… Read full bio

Cory Eaves

Operating Partner, General Atlantic

Cory Eaves leads General Atlantic's Resources Group, providing expertise and strategic counsel to GA's investment teams. He brings to this role more than 20 years of operational experience, including previously serving as Chief Technology Officer of… Read full bio

Hami Ebrahimi

Managing Director, Operations & Strategy, OMERS Private Equity

Hami is currently Managing Director, Operations & Strategy, and works with investment and management teams at OMERS Private Equity to assess new investments, and define and execute value-creation priorities. Having joined the Operations and Strategy… Read full bio

Adam Echter

Partner, Simon-Kucher & Partners

Adam is a Partner at Simon-Kucher & Partners and member of their Industrials practice. Operating out of Silicon Valley with additional experience from 50+ software companies, he regularly assists non-software businesses with the transition from trans… Read full bio

Kingchih Fan

Operating Partner, The Riverside Company

Kingchih Fan is currently an Operating Partner with The Riverside Company. He is a serial entrepreneur, operator and investor who has owned 4 companies in the past ten years (LiftDNA, OpenX, iGOTHAM, SIB). Prior to Riverside, he was most recently the… Read full bio

Sandy Fiaschetti

Human Capital Managing Director, Gryphon Investors

Sandy focuses on organizational development within Gryphon’s Human Capital Group. She leads initiatives with senior executives and working teams within all industry groups across the Gryphon portfolio, leveraging her expertise in people-related syste… Read full bio

Thomas Fountain

Operating Partner, One Rock Capital Partners

Thomas C. Fountain is an Operating Partner focused on driving value in technology for One Rock Capital Partners, LLC. Mr. Fountain brings over 30 years of technology and leadership experience having served in CIO roles in GE, Honeywell, and Bunge Ltd… Read full bio

Michael Frain

Senior Vice President, Warburg Pincus

Michael Frain is based in New York, joined Warburg Pincus in 2008, leads the firm's Shared Services program and focuses on the firm's real estate investments. He is also a member of the firm's environmental, social and governance committee. Prior to… Read full bio

Paris Fronimos

Senior Principal, Infrastructure & Renewable Resources, British Columbia Investment Management Corporation (BCI)

Paris is a Senior Principal on the Infrastructure and Renewable Resource Investments team of the British Columbia Investment Management Corporation (“BCI”) in Canada. Paris joined BCI in 2017 where he works with the management teams of portfolio comp… Read full bio

Shannon Gabriel

Managing Director, Leadership Solutions, TBM Consulting Group

Shannon Gabriel is Managing Director of TBM’s Leadership Solutions practice where she partners with clients to identify and resolve weaknesses within their organizational structure and hiring process, build bench strength and engage our interim consu… Read full bio

Curt Gendron

Senior Manager, M&A Advisory, Crowe

Mr. Gendron is focused on leadership of Operational Transaction Advisory (“OTA”) services at Crowe, which helps strategic & sponsor acquirers identify & subsequently capture value. Professional and Industry Experience Curt has touched hundreds of tra… Read full bio

Doron Grosman

President & CEO, Global Container Terminals

Doron Grosman is the President and Chief Executive Officer of GCT Global Container Terminals Inc., with operations in Vancouver BC, Bayonne NJ and Staten Island NY. Doron is a seasoned multi industry executive with experience in a variety of C-suite… Read full bio

Mathew Guliner

Operating Partner- Technology & Innovation, Apollo Global Management

Mr. Guliner joined Apollo’s private equity team in 2017 as an Operating Partner and leads the Technology Transformation Group (“TTG”). TTG was created to improve the performance of Apollo's portfolio companies and the quality of new deal underwriting… Read full bio

Chris Haffenreffer

Director of Corporate Development, Enterprise Holdings

As a Director on the Corporate Development team at Enterprise Holdings, Chris is responsible for the execution of corporate acquisitions, including analysis of acquisition opportunities and management of the due diligence process. Chris is also respo… Read full bio

Brad Haller

Director, Mergers & Acquisitions, West Monroe Partners

Throughout his career, Brad Haller has managed diverse management consulting and technology projects, advising C-level executives and private equity investors with a variety of needs that include due diligence, post-merger integration, divesture anal… Read full bio

Marc Herdegen

Senior Operating Partner, Strategy, New State Capital Partners

Marc Herdegen joined New State Capital Partners in 2018 with more than 20 years of experience in leadership and management, product development, investment, and strategy consulting. Marc has led global organizations, launched new products, developed… Read full bio

Saydeah Howard

Chief Talent Officer, IVP

Saydeah Howard is the Chief Talent Officer at IVP, a premier late stage venture capital firm. In this role, she is responsible for advising the firm’s portfolio companies on human capital issues including executive search strategy, leadership, talent… Read full bio

Jim Howland

Managing Director and Head of Portfolio Operations, Morgan Stanley Capital Partners

Jim Howland is Managing Director and Head of Portfolio Operations for Morgan Stanley Capital Partners (MSCP), based in New York. Mr. Howland joined Morgan Stanley in 2008 and serves as Chairman of the Board of Clarity Software, Project Management Aca… Read full bio

Natalie Ings

Managing Director, Portfolio Solutions, Lightyear Capital

Natalie Ings is a Managing Director in Portfolio Solutions at Lightyear Capital. Ms. Ings focuses on supporting Lightyear's senior management in enhancing value and driving growth at Lightyear's portfolio companies. Prior to joining Lightyear in 2016… Read full bio

Michael Iwanoff

Chief Information Security Officer, iconectiv

Michael Iwanoff, Chief Information Security Officer at iconectiv, leads the Global Information Security organization and is responsible for building and implementing enhanced security policies, standards, and technology controls and establishing secu… Read full bio

Rob Jay

Executive Vice President - Integrated Operations, LifePoint Health

Rob Jay is executive vice president of integrated operations for LifePoint Health. In this role, he oversees integration, physician services, growth and outreach, business development, information technology, medical informatics, revenue cycle manage… Read full bio

Keith Jensen

Chief Marketing Officer - WCP Healthcare, Waud Capital Partners

Keith Jensen is the Chief Marketing Officer at Waud Capital Partners, a leading growth-oriented middle-market private equity firm. In this role, he advises multiple healthcare companies within the private equity firm’s portfolio. Keith has 15+ years… Read full bio

Simon Jones

Operating Partner, Turnspire Capital Partners

Simon Jones is an Operating Partner with Turnspire Capital Partners, a special situations private equity firm in New York. Simon is also Chairman of a legal technology firm, One Discovery, backed by Conversion Venture Capital in New York, and works w… Read full bio

Tara Jones

Private Equity Partner Manager, Amazon Web Services

Tara Jones is the Global Manager of Partnerships and Alliances with the Amazon Web Services (AWS) Private Equity Business Development team, where she works with Advisory deal teams, System Integrators and Technology Providers to help private equity s… Read full bio

Prital Kadakia

Principal, Growth Team, Serent Capital

Prital leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earnings impact. Prital's work with por… Read full bio

Gregg Kaplan

Operating Partner, Pritzker Private Capital

Gregg Kaplan was the Founder and Former CEO of Redbox DVD Rental, bringing it from scratch in 2002 to over $2 billion in revenue in 11 years. Currently, Mr. Kaplan is an Operating Partner at Pritzker Private Capital leading the firm’s activities in t… Read full bio

Brian Kasser

Talent Partner, Welsh, Carson, Anderson & Stowe

Mr. Kasser is the Talent Partner for the WCAS technology team. Focusing on executive talent strategy and management, he is responsible for helping WCAS’s technology companies to build outstanding leadership teams. He brings to WCAS more than a decade… Read full bio

Georgette Kiser

Operating Executive, The Carlyle Group

Georgette Kiser is an Operating Executive at The Carlyle Group where she is advising across the firm and in particular, the firm’s Global Technology and Solutions (GTS) organization, by developing and driving IT strategies across the global enterpris… Read full bio

Michael Kohlsdorf

President, Francisco Partners Consulting

Mike Kohlsdorf is President of Francisco Partners Consulting (FPC) and is Co-Chairman of the Portfolio Committee. He joined Francisco Partners (FP) as an Operating Partner in March of 2011. FP has raised in excess of $14 billion to date with investme… Read full bio

Raj Kushwaha

Managing Director, Operating Partner & Chief Digital Officer, Warburg Pincus

Raj Kushwaha is based in New York, joined the firm in 2012 and serves as Managing Director, Operating Partner and Chief Digital Officer responsible for operations and technology diligence with prospective investments, as well as ongoing work with the… Read full bio

Markus Lahrkamp

Managing Director, Alvarez & Marsal

Markus Lahrkamp is a Managing Director with Alvarez & Marsal. With more than 15 years of consulting experience in North America and abroad, he brings a wealth of experience n top-line growth and operational improvement of manufacturing, distribution… Read full bio

John LaMancuso

Senior Operating Executive, Cerberus Capital Management

Mr. LaMancuso joined Cerberus in 2015. Mr. LaMancuso is the COAC Commercial Practice Leader and is leading multiple initiatives to drive growth and accelerate competitiveness within the Cerberus portfolio. Prior to joining Cerberus, Mr. LaMancuso was… Read full bio

Nick Leopard

CEO

Nick Leopard is the CEO & Founder of Accordion, the go-to partner to the private equity community. Founded in 2009, Accordion has grown to serve nearly 200 of the world's premier private equity firms and their portfolio companies – driving value crea… Read full bio

Ilene Levinson

Senior Investment Professional, Hamilton Lane

Ilene is a Senior Investment Professional on Hamilton Lane’s Fund Investment Team, where she is responsible for all aspects of fund due diligence in North America. Previously, Ilene was a Principal in the Product Management Group, where she served as… Read full bio

Kevin Liu

Director, Techstars Investments

Kevin is a director at Techstars Investments, where he leads diligence, capital raise, and value creation initiatives across the Techstars' portfolio of companies. Prior to Techstars, Kevin led the Data Science & Analytics team at Mattermark (acquire… Read full bio

Alex Lizcano

Vice President, Industry Value Creation, Partners Group

Alex Lizcano is a Vice President, Industry Value Creation, at Partners Group since 2017. Alex partners with management teams to develop and implement value creation strategies with industry focus in Technology Media and Telecommunications and functio… Read full bio

Thad Longson

Operating Principal, HGGC

Broad experience in financial services, corporate development, M&A, strategy, project management, process improvement, strategic change, data management, integrations, carve outs and financial cost management. Guided and influenced the strategy and e… Read full bio

Michael Magliochetti

Operating Partner, Riverside Partners

Dr. Magliochetti has served since 2012 as Operating Partner at Riverside Partners, a private equity firm focused on investing in middle market healthcare and technology companies. He is a fully integrated partner focused on healthcare pre-investment… Read full bio

Alice Mann

Operating Partner, Blue Wolf Capital Partners

Dr. Alice Mann is an Operating Partner at Blue Wolf Capital Partners LLC. The Blue Wolf Capital Funds are a family of private funds which focus on transformational investments in middle market companies. For over 20 years, Dr. Mann has advised senior… Read full bio

Michael Marchuk

Vice President, Global Head of Advisory Programs, Blue Prism

Author, speaker, and business leader Michael Marchuk has been working with organizations for over 35 years to provide a positive impact using technology to advance business objectives. Using innovation to transform the way business works, he has lead… Read full bio

Nicholas Martino

Operating Partner, High Road Capital Partners

Nicholas W. Martino joined High Road in 2017 and currently serves on the Board of Directors of Banner Solutions, John Henry Foster Minnesota, SMB Machinery Systems, and Storage Battery Systems. Nick is focused on assisting portfolio management teams… Read full bio

Ann McCloskey

Operating Principal, Accel-KKR

Ann McCloskey is Operating Principal with Accel-KKR. Accel-KKR is a private equity firm with $9BN in assets focused on high growth software and technology enabled businesses. Ann’s primary focus areas are executive team effectiveness, executive searc… Read full bio

Nate Medoff

Partner, ContinuServe

Nate Medoff is a founder and Managing Director of ContinuServe, LLC, a global provider of back-office systems and services specializing in carve-outs. Nate has a distinguished career in starting and leading professional and technology-enabled service… Read full bio

Marco Mendes

Head of Portfolio Support Group, North America, Advent International

Marco Mendes joined Advent in 2013. He has worked with more than 40 private equity portfolio companies during his career, 25 while at Advent. Previously, he spent seven years with Doughty Hanson, based in London, as an investment committee partner. B… Read full bio

Jaimee Michaud

Vice President, Portfolio Support Group, Advent International

Jaimee Michaud joined Advent in 2019 and supports management teams to drive growth leveraging data assets and adopt innovative technologies. Previously, she worked at Apax Partners supporting portfolio companies’ efforts around digital transformation… Read full bio

Michael Monagle

Vice President, Portfolio Operations, Providence Equity

Mike Monagle is a vice president at Providence Equity Partners focused on portfolio operations. Before joining Providence, Mr. Monagle was vice president of operations at Catalant Technologies, where he started and ran the solutions business includin… Read full bio

Sean Mooney

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

Steven Morgenthal

Managing Director, Argosy Private Equity

Mr. Morgenthal is the Managing Director of the Private Equity team since 2018, and leads a multi-functional group investing in Operating Companies in the lower middle market. He joined Argosy in 2007 and has been responsible for evaluating potential… Read full bio

Peter Munzig

Managing Director, General Atlantic

Peter Munzig is a Managing Director and head of the firm's Palo Alto office focusing on investments in the firm's Technology group. Peter has spent time across the firm's Business Services and Healthcare groups as well since joining the firm. Prior t… Read full bio

Tom Nolan

Operating Director, Berkshire Partners

Tom Nolan joined Berkshire Partners in 2008 with a primary focus of providing support to Berkshire’s portfolio companies. Tom’s primary Berkshire portfolio company involvement includes: Catalina, a provider of personalized media for consumer promotio… Read full bio

Marek Olszewski

Managing Partner, Catalus Capital

Marek manages Catalus Capital Management, a multi-strategy private equity firm which he co-founded in early 2011. He is responsible for overseeing all of the fund’s activities including strategy, execution, and portfolio management. It is composed of… Read full bio

Kevin O'Niell

Managing Partner, Acertitude

Kevin is a mold-breaking entrepreneur, executive search leader, Forbes contributor, and managing partner of Acertitude, the executive search firm unleashing human potential for private equity firms globally. Kevin’s 25-year career in search has earne… Read full bio

John Ouren

Operating Partner, STG Partners

John Ouren joined STG in 2016 as Operating Partner and is responsible for driving business transformation within STG’s portfolio companies. John is on the board of STG companies including Fishbowl, MRI-Simmons and MSI/Morpace. Prior to STG Partners,… Read full bio

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Kristin joined New State Capital Partners in 2019 as Senior Operating Partner, Human Capital with more than 25 years of hands-on growth strategy, executive search, talent acquisition and talent development experience. The bulk of Kristin’s career has… Read full bio

Andrew Pressman

Partner, JM Search

Drew Pressman has been recruiting top talent for more than two decades. Focused on partnering with private equity investors since 2000, Drew is an expert at recruiting their portfolio company leadership, no matter the size of the private equity firm,… Read full bio

Tony Pucillo

Senior Managing Director & Operating Partner, Corinthian Capital

Mr. Pucillo is focused on supporting the Corinthian Capital portfolio companies with his extensive general management and operations expertise. He currently serves as Chairman of the Board of Metaltec, and previously served as Chairman of the Board o… Read full bio

Mike Pulli

CEO, Verifone

Mike Pulli joins Verifone from Francisco Partners Consulting where he provided operational consulting services to Francisco Partners and its portfolio companies. He previously served as CEO of UK-based Pace plc from 2011 to 2016. At Pace, which was p… Read full bio

Rahul Puri

Global Head - M&A, Private Equity & VC Practice, NetSuite (Oracle)

Rahul Puri leads the Global Private Equity and Venture Capital Practice at NetSuite-Oracle. He founded the practice and over the last 6+ years his team has been involved in 550+ transactions with more than 50 carve outs. His team exclusively works wi… Read full bio

William Ramsey

Operating Partner, Wellspring Capital

William L. Ramsey joined Wellspring in 2007. Bill previously spent 9 years at Honeywell / Allied Signal where he was most recently the global leader of its operations and Lean/Six Sigma activities. He led efforts to improve Honeywell / Allied Signals… Read full bio

Srinivas Rapthadu

Managing Partner, Private Equity North America, SAP

Srinivas Rapthadu is Managing Partner at SAP Private Equity where he handles strategic partnerships and initiatives with Private Equity funds and helps drive portfolio companies’ success throughout the investment lifecycle. He is also driving roll-ou… Read full bio

Howard Reba

Head of Portfolio Finance, CI Capital Partners

Howard Reba is the Head of Portfolio Finance and joined CI Capital Partners in 2019. Previously, Howard served as a Finance Operating Partner at Marlin Equity Partners, a global private equity firm. Prior to joining Marlin, Howard served as the CFO o… Read full bio

Michael Rothschild

CEO, Profit Velocity

Michael Rothschild founded Profit Velocity over a decade ago to create the next generation of business analytics and enable complex manufacturers to dramatically improve shareholder returns. Earlier, Michael authored Bionomics: Economy as Ecosystem,… Read full bio

Casey Rovinelli

Growth Director, Portfolio Companies, OMERS Ventures

Casey Rovinelli is the Growth Director of OMERS Ventures, the venture capital investment arm of OMERS, one of Canada’s largest defined benefit pensions with net assets approaching $100 billion. As Growth Director, Casey works closely with the senior… Read full bio

Doug Sammak

President and CEO, Vatic Outsourcing

As President of Vatic Outsourcing, Doug Sammak heads up executive account sales and support services. He is responsible for all aspects of administration and finance for the company, leads the company’s strategic initiatives, and is the executive in… Read full bio

Anubhav Saxena

Executive Vice President & Chief of Global Alliances, Automation Anywhere

Anubhav leads the company’s partnership programs for advisories, technology and service providers, including value added reseller alliances worldwide. He brings more than 20 years of experience to this role being responsible for strategy, enablement… Read full bio

Chris Semain

Principal, Alexander Group

Chris Semain is a Principal in the Alexander Group’s San Francisco office. He is a co-leader of the Firm’s Private Equity practice, where he manages relationships with multiple firms and advises managing partners & portfolio company leaders on sales… Read full bio

Steve Siwinski

Partner, High Road Capital Partners

Steven Siwinski is a Partner at High Road Capital Partners, a private equity firm focused on buying and building leading middle market companies. Steve is responsible for working with portfolio company management teams to formulate and implement fina… Read full bio

Renny Smith

Managing Partner, Staley Capital

Renny Smith is a Co-Founder and Managing Partner of Staley Capital and has over 25 years of private equity investing experience. Prior to Staley Capital, he co-founded T.H. Lee Putnam Ventures in 2000, where he led growth equity investments across di… Read full bio

Michael Song

Managing Director, Portfolio Operations, Providence Equity

Michael Song is a managing director focused on portfolio operations and is based in our Providence office. Prior to joining Providence in 2010, Mr. Song worked at RSA, the security division of Dell EMC. Prior to joining Dell EMC, Mr. Song was a consu… Read full bio

Luis Sosa

Operating Director, Private Equity, Apollo Global Management

Luis Sosa is an Operating Director in Private Equity Portfolio Operations at Apollo Global Management. Since joining Apollo in 2013 he has worked alongside portfolio company management to address opportunities and challenges aimed at driving sustaina… Read full bio

Mark Sotir

Co-President, Equity Group Investments

As Co-President, Mark oversees all aspects of EGI. He focuses on maximizing and sustaining the value of the firm’s investment portfolio, and on optimizing Sam’s vast network. With nearly 20 years of board and CEO experience, Mark employs his leadersh… Read full bio

Richard Spencer

Chief Operating Officer & Operating Partner, Kamylon Holdings

Richard is the architect of the Kamylon Management System and has led portfolio management for the Firm for 13 years. Richard has over thirty years of experience as a private equity investor, serial board member, general manager and consultant. He ha… Read full bio

Susan Stautberg

Governance Advisor, Atlantic Street Capital

As Governance Advisor to Atlantic Street Capital, Susan launched the first private equity firm effort to recruit women for portfolio executive positions, company boards, and customer advisory boards. Susan recently retired as Chair and Co-Founder of… Read full bio

Jeremy Swan

Managing Principal - Financial Sponsors & Financial Services Industry, CohnReznick

Coming soon..

Hayden Tewell

Partner, JM Search

Hayden Tewell joined JM Search in 1997 and has become one of the leading executive search professionals in the fields of Plastics, Packaging and Specialty Materials. Hayden also leads search engagements across multiple areas of specialty manufacturin… Read full bio

Scott Tynes

CEO, Consero Global

Scott is the CEO and co-founder of Consero Global which is a Finance as a Service (FaaS) firm. Consero runs the finance function for over 250 companies nationwide and has assessed over 1,000 finance departments over the last 12 years. Scott has a pas… Read full bio

Andrea Van Dam

CEO, Stella Rising

Coming soon..

Amin Venjara

Vice President & Chief Product Owner, DataCloud, ADP

Amin Venjara is VP and Chief Product Owner for DataCloud, ADP’s Big Data and Analytics platform. He is responsible for driving growth and product innovation in ADP's people analytics and data-as-a-service portfolio built on top of the 30M+ US workers… Read full bio

Ray Villareal

Partner, Strattam Capital

Ray Villareal joined Strattam Capital as a Partner in 2016 after serving as an Executive Advisor in 2015. Mr. Villareal leads the overall operational engagement with Strattam portfolio companies with personal emphasis on go-to-market strategy and rel… Read full bio

Andrew Walshe

Director of Portfolio Operations, Sightway Capital

Andrew Walshe joined Sightway Capital, formerly known as Two Sigma Private Investments, in 2016 to lead the group’s Portfolio Operations efforts. He serves as a key partner to Sightway’s platform companies by working closely with management teams to… Read full bio

John Wang

Director, Portfolio Operations, Centerbridge Partners

John joined Centerbridge in 2012 where he drives Value Creation across investments in Consumer, Industrial and Healthcare Industries. In addition he manages several cross portfolio programs including Leveraged Procurement. Prior to joining Centerbrid… Read full bio

Jon Weber

Head of Portfolio Company Management, BlueMountain Capital

Jon is Head of Portfolio Company Management at BlueMountain Capital Management, where he works with management and boards of companies where the firm is an influential investor. Prior to joining BlueMountain, Jon headed groups at Anchorage Capital Gr… Read full bio

Paul Wheeler

CFO, Operative

Paul Wheeler joined Francisco Partners in May 2016 as a Senior Executive and Operating Partner. He has over 30 years’ experience leading private equity backed global software technology organizations in COO, CFO and MD roles. Sustained track record o… Read full bio

Adrian Whipple

Vice President of Operations, TZP Group

Adrian Whipple joined TZP Group in March 2017 to lead portfolio operations efforts focused on portfolio company value creation. He serves as a hands on partner to deal teams and management teams in developing growth and improved performance across th… Read full bio

Allyson White

Principal, Insight Partners

Allyson White is a Principal at Insight Partners. She is a leader in the firms Onsite group where she manages due diligence on growth-stage investments as well as strategic engagements with portfolio executives. Specifically Allyson focus on partneri… Read full bio

Linda Whitley-Taylor

Executive Vice President and Chief People Officer, Change Healthcare

Ms. Whitley-Taylor was appointed Executive Vice President - Chief People Officer of Change Healthcare in December 2013. Formerly, Ms. Whitley-Taylor was Executive Vice President and Chief Human Resource Officer for Amerigroup Corporation, where she s… Read full bio

Lane Wiggers

Operating Partner, Argosy Private Equity

Lane joined Argosy in 2015 and is responsible for evaluating potential investments, performing due diligence, and working with portfolio companies to grow shareholder value. He has significant experience in the middle market, concluding over 30 acqui… Read full bio

Jill Wight

Principal, The Carlyle Group

Jill Wight is a Principal with the Carlyle Equity Opportunity fund. She focuses on portfolio company management and operational improvement initiatives. She is based in New York. Prior to joining Carlyle, Ms. Wight was with Goldman Sachs where she le… Read full bio

Tricia Witty

Senior Principal, Ontario Teachers' Pension Plan

Tricia Witty joined Ontario Teachers' Portfolio Management team in 2016. She supports our portfolio companies in identifying and capturing value creation opportunities, particularly in the area of Operations. Prior to joining Ontario Teachers', Trici… Read full bio

Jake Wojcik

Senior Vice President, Insight Sourcing Group & SpendHQ

Jake Wojcik is Senior Vice President at Insight Sourcing Group as well as their spend visibility company, SpendHQ. He has over 20 years of experience in management consulting with a focus on procurement, sourcing, and supply chain management. Jake ha… Read full bio

Richard Wyckoff

President & CEO, Arctic Glacier

Richard graduated from Boston University with a Bachelor of Science degree in Business Administration. Upon graduation, he joined the IBM Corporation in a sales position within the large systems data processing division and was quickly promoted into… Read full bio

Lior Yahalomi

Former Managing Director, Operations Versa Capital, Versa Capital Management

“C” level Executive, CEO, President, COO, CFO and Director with extensive global leadership and operations management experience. Broad board level experience with an exceptional track record in leadership, operations, P&L management, finance, emergi… Read full bio

Paul Zuber

Operating Partner, Thoma Bravo

Paul Zuber is an Operating Partner at Thoma Bravo. He brings 25 years of experience in founding and growing successful global technology companies. Paul currently serves as Chairman at Continuum Managed Services, ABC Financial, Mailgun, Cority, and M… Read full bio

Arthur Zuckerman

Partner, CFO, CCO & Head of Portfolio Operations, Soundcore Capital Partners

Soundcore Capital Partners, founded in 2015, is a New York City-based private investment firm specializing in control equity investments and leveraged buyouts of proven lower middle market North American (US or Canada) headquartered businesses. Since… Read full bio
View all speakers

Partner with the Forum

The Operating Partners Forum 2019 will offer a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity value creators across two days of sessions.

For exclusive sponsorship packages for 2019, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.

PLATINUM

Leadership

Operational Improvement

Intelligent Automation

Pricing and Monetization

Knowledge Partner

LEAD

Management Advisory

Finance as a Service

Human
Capital

Organic Revenue Growth

Cognitive Reinvention

Positive Equity

Digital Transformation

Supply Chain

Emerging Technologies

SPONSORS

Supporting associations

View all sponsors

Host publication

View all sponsors

Poll: transforming portfolio companies

No one said that creating lasting value was easy – especially in a struggling company. PEI’s Operating Partner Forums discuss all aspects of value creation, from what it takes to transform a troubled business to how to harness technology to boost the bottom line. More than 200 operating partners attended last year’s edition, and as these polls of delegates show, successful transformations have to overcome some significant roadblocks.

 

Location

Convene
117 W 46th St,
New York, NY 10036

Our group room block is currently sold out.

To book hotel accommodations at the prevailing rate at the Kimpton Muse Hotel, please visit the following link here.