The largest global event for private equity value creation


Now in its tenth year, Private Equity International’s Operating Partners Forum: Virtual Experience is the world’s largest event dedicated to industry professionals focused on best practices in private equity portfolio operations and value creation.

The operating partner community will come together at a crucial time in history to discuss and debate plans and actions in dealing with this year’s downturn and reset strategies for growth post-crisis. Join the largest community of operating partners to discuss key initiatives and ideas at a critical time for portfolio valuations in impacting fund returns.

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

Explore all the benefits of a virtual pass

Watch our guided video for a preview of what you can expect at this year’s virtual conference.

Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 6 months
» Live Q&A, polling and surveys
» And so much more!

Keynote Panel: Top trends that will shape private equity in the coming years


Rich Lawson
Chairman, Chief Executive Officer
& Co-Founder
HGGC


T.J. Maloney
Chairman and CEO
Lincolnshire Management


Mark Sotir
President
Equity Group Investments

Agenda at a glance

Our 2020 agenda is being carefully curated to feature the most prominent functional areas in value creation for your portfolio companies. Click the headings below for a snapshot of some of the top features you’ll find in the agenda:

 

Value Creation

  • 5 invitation-only think tank selections for operating partners: 1) advanced/seasoned operating partners, 2) emerging operating partners, 3) human capital operating partners, 4) digital operating partners, 5) finance operating partners
  • How operating teams work best with investment teams
  • Operating partner models post COVID-19: how will your team adapt to the changes in the environment?
  • Assessing risks and actions portfolio companies have taken in response to the coronavirus crisis
  • Interactive discussions to select in key value creation areas: Digitalization, Human capital, Salesforce effectiveness, Supply chain & procurement, Finance, Data analytics, Digital marketing & e-commerce, Cost improvement
  • How operating partners and PE firms are working with their portfolio companies in the midst of this year’s crisis
  • How to drive value creation initiatives in the aftermath of the downturn
  • CEO perspectives in looking at turnarounds, distressed situations, and driving transformations

Technology

  • Digital transformations in the time of COVID-19: how things will change and what does the future hold
  • Dissecting cost structures and customer interaction via technology to get revenues back to where they were
  • Advanced data science to govern the business throughout the investment life-cycle
  • Leveraging artificial intelligence and machine learning for value creation

Human Capital

  • Operating Partners Human Capital Forum: A half day dedicated to human capital portfolio operations best practices
  • Big data & workforce analytics: looking at the future of human capital
  • What will the future role of the human capital operating partner look like?
  • Utilizing technology & best resources for talent acquisition
  • Integrating culture for success
  • Transitioning to a virtual workforce
  • Human capital best practices adopted during this year’s crisis

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

  • Building a financial survival kit for your portfolio companies
  • Outsourced finance as a service (FaaS) vs. in-house model
  • How can PE best support portco CFOs?
  • Transforming finance from a cost-center into a value-creation engine
  • CFO reporting and resourcing best practices

Infrastructure Investor Global Summit 2020

450+

attendees

Infrastructure Investor Global Summit 2020

200+

companies

Infrastructure Investor Global Summit 2020

160+

speakers

Infrastructure Investor Global Summit 2020

3

full days of content

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 450+ top value creators

Meet with the largest community of operational experts in one place over 3 days.

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

2020 Speakers include:

View all speakers
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Confirmed attendees include

Accel-KKR
AEA Investors
Altamont Capital Partners
Apax Partners
Apollo Global Management
Aqua Capital
Argosy Private Equity
Blackstone
Equity Group Investments
Genstar Capital
Georgian Partners
GI Partners
Global Infrastructure Partners
GTCR
Hammond, Kennedy, Whitney & Company
HCI Equity Partners
Hellman & Friedman
HGGC
High Road Capital Partners
J.F. Lehman & Company
Lightyear Capital
Marblegate Asset Management
Miura Private Equity
Oaktree Capital
OMERS Private Equity
One Equity Partners
One Rock Capital Partners
Onex Corporation
Partners Group
Platinum Equity
Pritzker Private Capital
Providence Equity
Sightway Capital
Siris Capital Group
Star Mountain Capital
STG Partners
Summit Partners
TPG Capital
Turnspire Capital Partners
Veronis Suhler Stevenson (VSS)
Värde Partners

Past Attendee Testimonials

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

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I find this conference the best way to network with my peers in the operating partner community. The quality of attendees and dialog is outstanding and always h…

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

Operating Partners Americas – Event Series Pass

Operating Partners Americas

Take PE and VC value creation in North America by storm with our combo pricing which includes 1 pass to the Operating Partners Virtual Forum on October 14-16, 2020 (along with its sub event: Operating Partners Human Capital Forum) and the Operating Partners Technology Forum on December 1-2, 2020.

Meet the advisory board members

Cory Eaves
Operating Partner
General Atlantic

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

Steven Siwinski
Operating Partner
High Road Capital Partners

This event includes the Operating Partners Human Capital Forum

The Operating Partners Human Capital Forum on October 14th brings together an elite crowd of top human capital value creators and operating partner specialists to help drive human capital as a key value creation lever.

 

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

*Please Note: All session times listed are Eastern Daylight Time (EDT)

Day 1 Day 2 Day 3
View agenda page

Agenda

Day 1 - Wednesday 14th

Invitation-only think tank
09:30 - 10:25

Human capital operating partners think tank (invitation-only)

Kelly Carlson, Dayton Ogden, Alice Mann, Steven Maxwell

Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door virtual room will allow you to learn and share best practices in human capital, talent management and recruiting operations. It will uncover this year’s new challenges in human capital. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room.

Room 1
Facilitators:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Dayton Ogden, Head of Talent and Recruiting, Summit Partners

Room 2
Facilitators:
Alice Mann, Operating Partner, Blue Wolf Capital Partners
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Group

A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

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A speaker photo for Dayton Ogden

Dayton Ogden

Head of Talent and Recruiting, Summit Partners

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A speaker photo for Alice Mann

Alice Mann

Operating Partner, Blue Wolf Capital Partners

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A speaker photo for Steven Maxwell

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Group

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Operating Partners Human Capital Forum: Plenary sessions
10:25 - 10:30

PEI’s welcome and opening remarks

10:30 - 11:10

Talent recruitment best practices in the post COVID-19 world and beyond

Charles Egoville, Sean Dougherty, Ben Holzemer, Melissa Mounce
  • Recruiting talent during and after COVID-19: how companies will recruit talent differently from different parts of the world
  • Transitioning to virtual workforce recruitment: utilizing the hottest technology & state of the art resources for talent acquisition, assessment & development
  • How AI and big data can help you win the talent war
  • Profit through people: what recruiting processes are generating returns
  • What is the biggest hinderance to recruiting top tier talent in your portfolio companies nowadays?
  • Evaluating and selecting search firms
  • What levels in the organization does your PE firm get involved in talent and leadership selection?

Moderator:
Charles Egoville, Partner, JM Search

Panelists:
Sean Dougherty, Vice President, Talent and Operations, Inverness Graham Investments
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Melissa Mounce, Managing Director, Leadership Talent, GTCR
Glenn Stevens, Partner, Talent Management, Apollo Global Management

A speaker photo for Charles Egoville

Charles Egoville

Partner, JM Search

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A speaker photo for Sean Dougherty

Sean Dougherty

Vice President, Talent and Operations, Inverness Graham Investments

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A speaker photo for Ben Holzemer

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

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A speaker photo for Melissa Mounce

Melissa Mounce

Managing Director, Leadership Talent, GTCR

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11:10 - 11:50

A spotlight on culture — critical steps for PE firms and their portcos to successfully execute strategy

Ted Bililies, Doron Grosman, Ann McCloskey
  • Getting smart about cultural assessments: using today’s tools during the due diligence and post deal periods
  • Grasping the complex interplay between leadership, talent, corporate culture, and investment strategy
  • What beliefs, values, and behaviors should senior leaders embody to transform cultures
  • Assessing leaders’ speed and ability in executing strategy defined by the PE sponsor
  • Understanding which elements of a company’s culture should be sustained and which must change to support the investment thesis
  • Understanding forces and trends that are transforming businesses in a digital and virtual world

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

Panelists:
Doron Grosman, President and CEO, Global Container Terminals
Kathy Krone, Managing Partner, Paradox Venture Partners
Ann McCloskey, Operating Principal, Accel-KKR

A speaker photo for Ted Bililies

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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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 Ann McCloskey

Ann McCloskey

Operating Principal, Accel-KKR

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Functional breakouts I
11:50 - 12:20

Track 1: Transitioning to a virtual workforce: leveraging unified communications

John Broderick, Karim Fattal, Natalie Ings
  • What is unified communications and why it is important
  • The future of work: understanding how to take an onsite workforce and put them in ideal conditions to work remotely via virtual platforms
  • How portfolio company executives are working/communicating in the current environment and what works best
  • Operating partner stories: how to help manage your portfolio via cloud communications
  • Cloud communications in a global, mobile workplace: integration with core cloud business systems
  • How can your PE firm and portfolio companies best leverage these technologies to improve communications and operations while also cutting costs?

Panelists:
John Broderick, Operating Partner, Argosy Private Equity
Karim Fattal, Chief Operating Officer, HOF Capital
Natalie Ings, Managing Director, Portfolio Solutions, Lightyear Capital

A speaker photo for John Broderick

John Broderick

Operating Partner, Argosy Private Equity

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A speaker photo for Karim Fattal

Karim Fattal

Chief Operating Officer, HOF Capital

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A speaker photo for Natalie Ings

Natalie Ings

Managing Director, Portfolio Solutions, Lightyear Capital

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11:50 - 12:20

Track 2: Workforce analytics: uncovering initiatives in people data science

Merche del Valle, Elizabeth Wallace
  • Key perspectives in understanding the role of data in a post pandemic world
  • Utilizing workforce analytics to quantify performance improvement across the portfolio: what tools have you used to effectively analyse 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, incentivize, and engage your employees
  • People assessment best practices during the due diligence phase
  • Leadership assessments: getting leadership right and understanding governance as a key value creation lever

Panelists:
Merche del Valle, Managing Director and Chief Talent Officer, Grain Management
Elizabeth Wallace, Head of Portfolio Talent, Hg

A speaker photo for Merche del Valle

Merche del Valle

Managing Director and Chief Talent Officer, Grain Management

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A speaker photo for Elizabeth Wallace

Elizabeth Wallace

Head of Portfolio Talent, Hg

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Functional breakouts II
12:20 - 12:50

Track 3: Tackling diversity and inclusion at your portfolio companies

Kerensa Butler, Kara Helander
  • What is holding PE back from achieving diversity?
  • What are you doing at your companies to tackle diversity and open dialogue? What specific initiatives/programs have you taken that were successful?
  • How are companies leveraging data to augment their efforts with portfolio companies?
  • KPIs for diversity: measuring effectiveness
  • Diversity and leadership: what can be done better? How are you thinking about diversity of boards?

Presenters:
Kerensa Butler, National Pride Employee Network Group (ENG) Leader, Partner, RSM
Kara Helander, Managing Director, Chief Inclusion and Diversity Officer, The Carlyle Group

A speaker photo for Kerensa Butler

Kerensa Butler

National Pride Employee Network Group (ENG) Leader, RSM

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A speaker photo for Kara  Helander

Kara Helander

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

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12:20 - 12:50

Track 4: Exploring talent growth opportunities within carve-out deals internationally

Todd Goffman, Christopher Kim
  • Uncovering the top challenges associated with carve-outs in onboarding and keeping talent on an international scale
  • Looking at roadblocks when onboarding new employees in countries where their company does not have an established entity and isn’t registered to run payroll
  • How to cut down complexity and notorious lag time while staying compliant

Presenters:
Todd Goffman, General Counsel, Globalization Partners
Christopher Kim, Senior Vice President, Platinum Equity

A speaker photo for Todd Goffman

Todd Goffman

General Counsel, Globalization Partners

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A speaker photo for Christopher Kim

Christopher Kim

Senior Vice President, Platinum Equity

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Operating Partners Human Capital Forum: Plenary session
12:50 - 13:20

How to recruit brilliant CFOs, and unleash the CFO-CEO-OP partnership

Kevin O'Neill, Chris Kitching, Kristin Brown Patrick, Achi Yaffe, Arthur Zuckerman
  • What makes an ideal private equity CFO?
  • How has the portfolio company CFO role evolved?
  • Identifying and attracting in-demand CFOs
  • Setting CFOs up for success
  • Succeeding in the matrix: the CFO-CEO-OP partnership

Moderator:
Kevin O’Neill, Managing Partner and Co-Lead, Private Equity Practice, Acertitude

Panelists:
Chris Kitching, Operating Partner, HighBar Partners
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners
Achi Yaffe, Managing Director, Portfolio Operations, GI Partners
Arthur Zuckerman, Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners

A speaker photo for Kevin O'Neill

Kevin O'Neill

Managing Partner and Co-Lead, Private Equity Practice, Acertitude

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A speaker photo for Chris Kitching

Chris Kitching

Operating Partner, HighBar Partners

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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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A speaker photo for Achi Yaffe

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

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A speaker photo for Arthur Zuckerman

Arthur Zuckerman

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

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Invitation-only women’s lunch
12:50 - 13:50

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

Tracey Abbott, Melissa Dickerson, Leslie Nielson

This closed-door discussion 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
  • 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 & VC

Facilitators:
Tracey Abbott, Industry Value Creation, Portfolio Operations, Partners Group
Melissa Dickerson, Chief Financial Officer & Managing Director, Operations, Genstar Capital
Leslie Nielson, Managing Director, Alvarez and Marsal

 

 

Sponsored by:


A speaker photo for Tracey Abbott

Tracey Abbott

Industry Value Creation, Portfolio Operations, Partners Group

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A speaker photo for Melissa Dickerson

Melissa Dickerson

Chief Financial Officer and Managing Director, Operations, Genstar Capital

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A speaker photo for Leslie Nielson

Leslie Nielson

Managing Director, Alvarez and Marsal

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Virtual networking and extended interactive live Q&A
13:20 - 13:50

Virtual networking lunch and extended interactive live Q&A

(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)

 

Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:

Roundtable 1: Talent recruitment best practices in the post COVID-19 world and beyond

Roundtable 2: A spotlight on culture — critical steps for PE firms and their portcos to successfully execute strategy

Roundtable 3: Transitioning to a virtual workforce: leveraging unified communications

Roundtable 4: Tackling diversity and inclusion at your portfolio companies

Roundtable 5: Exploring talent growth opportunities within carve-out deals internationally

Roundtable 6: How to recruit brilliant CFOs, and unleash the CFO-CEO-OP partnership

 

Operating Partners Forum: Plenary sessions
13:50 - 14:30

The unique challenges of managing revenue growth during the COVID-19 era

Jim Corey, Geoffrey Baird, Jim Howland, Jerry Hughes, Kate Rubenstein
  • Understanding shifts in customer demand caused by COVID-19
  • Focusing on customers that will be “winners” since they are most likely to drive volume growth
  • Managing and supporting virtual sales organizations
  • Rethinking the structure and economics of your go-to-market model
  • Retaining and attracting the best talent
  • Dissecting the economics and ROI of selling

Moderator:
Jim Corey, Managing Partner, Blue Ridge Partners

Panelists:
Geoffrey Baird, Senior Managing Director of Value Creation, LLR Partners
Jim Howland, Managing Director and Head of Portfolio Operations, Morgan Stanley Capital Partners
Jerry Hughes, Director, Commercial Excellence, American Securities
Kate Rubenstein, Managing Director, Portfolio Operations, Blackstone

A speaker photo for Jim Corey

Jim Corey

Managing Partner, Blue Ridge Partners

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A speaker photo for Geoffrey Baird

Geoffrey Baird

Senior Managing Director of Value Creation, LLR Partners

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A speaker photo for Jim  Howland

Jim Howland

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

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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 Kate Rubenstein

Kate Rubenstein

Managing Director, Portfolio Operations, Blackstone

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14:30 - 15:00

Due diligence done right: uncovering opportunities in a challenging year

John Iwanski, Andrew Dunn, Ignacio Giraldo, Trent Hickman, Michael Lyons
  • New challenges: assessing management teams/opportunities without face to face
  • Understanding where the opportunities lie in looking at distressed investments and the future of economic growth
  • How are operating teams working effectively with investment teams?
  • Cost savings identification practices in due diligence
  • Understanding what to expect for valuations and the unique advantages to go after
  • Coming out of the crisis, how do you think PE’s behavior will change across strategy/deal making, portfolio diversification, extent of due diligence?

Moderator:
John Iwanski, Executive Managing Director, Riveron

Panelists:
Andrew Dunn,
Managing Director, One Equity Partners
Ignacio Giraldo, Partner, TPG Growth
Trent Hickman, Managing Director, Veronis Suhler Stevenson (VSS)
Michael Lyons, President, Lincolnshire Management

A speaker photo for John Iwanski

John Iwanski

Executive Managing Director, Riveron

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A speaker photo for Andrew Dunn

Andrew Dunn

Managing Director, One Equity Partners

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A speaker photo for Ignacio Giraldo

Ignacio Giraldo

Partner, TPG Growth

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A speaker photo for Trent Hickman

Trent Hickman

Managing Director, Veronis Suhler Stevenson (VSS)

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A speaker photo for Michael Lyons

Michael Lyons

President, Lincolnshire Management

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Functional breakouts III
15:00 - 15:30

Track 5: Navigating the supply chain in today’s waters

Wendy Buxton, Scot Duncan, Stephen Parks
  • Sharing supply chain disruption stories and post-COVID best practices
  • How will the global supply chains of your portfolio companies change? What are the business implications?
  • Supply chain cost optimization: individual company vs. cross-portfolio programs
  • What has been the main focus of your companies’ supply chain programs? How have your companies used supply chain cost savings to drive growth?
  • Leveraging technology & data to enhance your global supply chain process in today’s fast paced e-commerce world
  • Strategic sourcing strategies to be most effective in your sector

Moderator:
Wendy Buxton, President, LynnCo Supply Chain Solutions

Panelists:
Scot Duncan, Partner and Co-Founder, MiddleGround Capital
Stephen Parks, Partner, Topspin Consumer Partners

A speaker photo for Wendy Buxton

Wendy Buxton

President, LynnCo Supply Chain Solutions

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A speaker photo for Scot Duncan

Scot Duncan

Partner and Co-Founder, MiddleGround Capital

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A speaker photo for Stephen Parks

Stephen Parks

Partner, Topspin Consumer Partners

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15:00 - 15:30

Track 6: The family investor’s view: hands-on operators with a long-term horizon

Paul Carbone, David Gau
  • Lessons learned from Pritzker Private Capital’s experience building an operations team for long-duration investing and a family platform
  • How family direct investing’s unique approach to flexible capital, hands-on operations expertise and sector-specific focus can deliver long-term value to companies, particularly during times of market volatility
  • Honoring the family’s legacy and reputation is critical to success when partnering with family-owned or founder-led businesses
  • How do I evaluate if this is the right team for the next 15 years? Strategies for identifying and cultivating operations talent for the long-term

Presenters:
Paul Carbone, President and Managing Partner, Pritzker Private Capital
David Gau, Partner, Head of Operations, Pritzker Private Capital

A speaker photo for Paul Carbone

Paul Carbone

President and Managing Partner, Pritzker Private Capital

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A speaker photo for David Gau

David Gau

Partner, Head of Operations, Pritzker Private Capital

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Operating Partners Forum: Plenary session
15:30 - 16:10

Keynote Panel: Top trends that will shape private equity in the coming years

Andrew Wilson, Rich Lawson, T.J. Maloney, Mark Sotir
  • Identifying and discussing the emerging trends and disruptive factors that will have the largest impact on private equity in the coming years
  • Estimating when these changes may really begin to take effect and the severity of their impact across various industries
  • Providing guidance on how private equity companies can adapt to these imminent changes and utilize unconventional strategies to stay ahead

Moderator:
Andrew Wilson, Vice President, Private Equity and M&A, Global Upside

Panelists:
Rich Lawson, Chairman, Chief Executive Officer, and Co-Founder, HGGC
T.J. Maloney, Chairman and CEO, Lincolnshire Management
Mark Sotir, President, Equity Group Investments

A speaker photo for Andrew Wilson

Andrew Wilson

Vice President, Private Equity and M&A, Global Upside

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A speaker photo for Rich Lawson

Rich Lawson

Chairman, Chief Executive Officer, and Co-Founder, HGGC

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A speaker photo for T.J. Maloney

T.J. Maloney

Chairman and CEO, Lincolnshire Management

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A speaker photo for Mark  Sotir

Mark Sotir

President, Equity Group Investments

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Deep dive invitation-only discussion
16:10 - 16:50

Deep dive discussion: Pricing strategy (invitation-only)

Facilitator:
Brad Soper, Partner, Simon-Kucher & Partners

Hosted by:

Virtual networking and extended interactive live Q&A
16:10 - 17:10

Virtual networking reception and extended interactive live Q&A

(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)

Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:

Roundtable 1: The unique challenges of managing revenue growth during the COVID-19 era

Roundtable 2: Due diligence done right: uncovering opportunities in a challenging year

Roundtable 3: Navigating the supply chain in today’s waters

Roundtable 4: Top trends that will shape private equity in the coming years

17:15 - 18:45

Live Concert

Coming to you from Austin, Texas: The Live Music Capital of the World. At the end of day 1, take in some live entertainment. During this unique event, you will experience three talented artists from Austin. Bring your family, listen while cooking dinner, or just kick up your feet and take in some new tunes. Tune in and tune out!

Hosted by:
Consero OPNY

Agenda

Day 2 - Thursday 15th

Invitation-only think tanks
10:00 - 11:00

Think tanks for full-time operating partners: value creation war room (invitation-only)

Cory Eaves, Paul Ilse, Anthony Ecock

This closed-door virtual room 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 in looking at best value creation practices and the toughest challenges operating partners face daily. It will allow you to select one of the rooms based on how long you have been a PE/VC operating partner:

 

Room 1: Advanced/Seasoned Operating Partners
Facilitators:
Cory Eaves, Operating Partner, General Atlantic
Paul Ilse, Senior Operating Partner, Francisco Partners Consulting

Room 2: Emerging Operating Partners
Facilitators:
Anthony Ecock, Senior Operating Advisor, SVPGlobal
Steve Larned, Partner, New State Capital Partners

A speaker photo for Cory Eaves

Cory Eaves

Operating Partner, General Atlantic

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A speaker photo for Paul Ilse

Paul Ilse

Senior Operating Partner, Francisco Partners Consulting

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A speaker photo for Anthony Ecock

Anthony Ecock

Senior Operating Advisor, SVPGlobal

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Operating Partners Forum: Plenary sessions
11:00 - 11:40

Navigating the crisis and its long-term effects: how PE operating groups are taking on the challenge

Markus Lahrkamp, Les Brown, Lily Chang, Mark Sotir, Nick Winter
  • How are PE firms helping their portfolio companies? How operating partners/PE firms are working with their portfolio companies in the midst of this year’s crisis
  • Crisis response strategies tackling the challenge: global recession, severe liquidity impact, vendor management, and effects on workforce and customers
  • What is essential? What is non-essential? What cash levels are needed to run the business?
  • New strategies for cost reduction in a post covid-19 world to bolster cash positions
  • Understanding how to position your companies for growth taking advantage of the current environment
  • What key factors across your portfolio have lessened the damage caused by COVID 19? Has government support been an eligible resource?
  • How long do future growth plans need to be put on hold? How can you leverage speed to more effectively make-up for lost time?
  • Driving value creation initiatives in the aftermath of the downturn: blueprints/playbooks for downturns and the years following it: comparing this year to 2008
  • What sectors will be the winners and losers over the next five years? What is the impact to investments in different industries? How should long-term owners position themselves?

Moderator:
Markus Lahrkamp, Managing Director, Alvarez & Marsal

Panelists:
Les Brown,
Managing Partner, Operational Resource Group, HGGC
Lily Chang, Chief Portfolio Services Officer, Leonard Green & Partners
Mark Sotir, President, Equity Group Investments
Nick Winter, Managing Director, Head of North America Portfolio Operations, Värde Partners

A speaker photo for Markus Lahrkamp

Markus Lahrkamp

Managing Director, Alvarez & Marsal

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A speaker photo for Les Brown

Les Brown

Managing Partner, Operational Resource Group, HGGC

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A speaker photo for Lily  Chang

Lily Chang

Chief Portfolio Services Officer, Leonard Green & Partners

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A speaker photo for Mark  Sotir

Mark Sotir

President, Equity Group Investments

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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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11:40 - 12:20

The future of value creation and the operating partner model

Gary Hoover, Marco Mendes, Michael Song, Paul Swaney, Jon Weber
  • Analyzing the operating partner model post-COVID: how will the value creation recipe change? Will the operating partner role in PE grow in numbers/importance? Will operating partners with distressed/turnaround experience become more relevant?
  • With the re-set of the current market’s growth curve, how do you generate more benefit from operational capability going forward? Does the focus shift while the market recovers?
  • Discussing firms’ different approaches in looking at the movement from generalist to specialists and the growing relevance of technology, digital marketing and ecommerce
  • How will the operating partner role evolve as more opportunities exist on both diligence and value creation with regard to turnaround/distressed business
  • Looking at where growth is to be achieved and how we better link operational capability and growth

Moderator:
Gary Hoover, Vice President, Global Private Equity Practice, TBM Consulting Group

Panelists:
Marco Mendes, Head of Portfolio Support Group, North America, Advent International
Michael Song, Managing Director, Portfolio Operations, Providence Equity
Paul Swaney, Head of Industrials Americas, Industry Value Creation, Partners Group
Jon Weber, Head of Global Portfolio Operations Group, Elliott Management Corporation

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Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

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Marco Mendes

Head of Portfolio Support Group, North America, Advent International

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Michael Song

Managing Director, Portfolio Operations, Providence Equity

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Paul Swaney

Head of Industrials Americas, Industry Value Creation, Partners Group

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Jon Weber

Head of Global Portfolio Operations Group, Elliott Management Corporation

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12:20 - 12:50

What makes an effective portfolio company CEO?

Dan Hawkins, Michael Foisy, Curtis Glovier, Laura Ipsen, Greg Pappas
  • CEOs: what to look for, how much control is given to them, what are the qualities and characteristics needed from them
  • Elevating successful CEOs and their management teams who lead businesses
  • How are CEOs dealing with this year’s crisis? What will be needed from CEOs in the aftermath of COVID 19 and the years to come?
  • Leading organizations and people through significant change
  • Operating partner-CEO alignment best practices

Moderator:
Dan Hawkins, CEO, Summit Leadership Partners

Panelists:
Michael Foisy, Lead Operations Partner, Hammond, Kennedy, Whitney & Company
Curtis Glovier, Senior Advisor, Star Mountain Capital
Laura Ipsen, President and CEO, Ellucian
Greg Pappas, Managing Director, Portfolio Support, Berkshire Partners

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Dan Hawkins

CEO, Summit Leadership Partners

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Michael Foisy

Lead Operations Partner, Hammond, Kennedy, Whitney & Company

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Curtis Glovier

Senior Advisor, Star Mountain Capital

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Laura Ipsen

President and CEO, Ellucian

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Greg Pappas

Managing Director, Portfolio Support, Berkshire Partners

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Deep dive invitation-only discussion
12:20 - 13:00

Deep dive discussion: Climbing back up the revenue ladder — structuring a more effective revenue recovery plan (invitation-only)

Hank Boye, Jim Corey

Facilitators:
Hank Boye, Managing Director, Thomas H. Lee Partners
Jim Corey, 
Managing Partner, Blue Ridge Partners

Hosted by:

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Hank Boye

Managing Director, Thomas H. Lee Partners

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Jim Corey

Managing Partner, Blue Ridge Partners

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Virtual networking and extended interactive live Q&A
12:50 - 13:30

Virtual networking lunch and extended interactive live Q&A

(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)

 

Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:

Roundtable 1: Navigating the crisis and its long-term effects: how PE operating groups are taking on the challenge

Roundtable 2: The future of value creation and the operating partner model

Roundtable 3: What makes an effective portfolio company CEO?

 

Functional breakouts IV
13:30 - 14:00

Track 7: Developing a successful ecommerce and digital marketing strategy in an increasingly digital world

Kingchih Fan, Keith Jensen, Rachel Spasser, Jay Sung
  • Focusing on digital sales transformations and profit driven digital marketing channels to drive topline growth and scale your business
  • Data-driven digital marketing strategies to maximize brand growth
  • Key insights in demand generation, voice of customer, messaging, and content creation
  • Understanding your digital marketing effectiveness in looking at the consumer and customer interaction via technology
  • Pivoting your strategy with ecommerce: shifting product lines, achieving direct profitability across digital channels
  • Driving value through digital B2B and B2C

Panelists:
Kingchih Fan, Operating Partner, The Riverside Company
Keith Jensen, Chief Marketing Officer – WCP Healthcare, Waud Capital Partners
Rachel Spasser, Managing Director and Chief Marketing Officer, Accel-KKR Consulting Group
Jay Sung, Operating Partner and Chief Marketing Officer, Brentwood Associates

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Kingchih Fan

Operating Partner, The Riverside Company

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Keith Jensen

Chief Marketing Officer - WCP Healthcare, Waud Capital Partners

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Rachel Spasser

Managing Director and Chief Marketing Officer, Accel-KKR Consulting Group

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Jay Sung

Operating Partner and Chief Marketing Officer, Brentwood Associates

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13:30 - 14:00

Track 8: Key success factors in turnarounds to go from distressed to transformation

Ben YoKell, Brian Cohen, Jesse Hermann, Marc Stoneham
  • Understanding warning signs and weaknesses early on to develop your strategy
  • 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:
Ben YoKell, Managing Director, Transformation, Grant Thornton

Panelists:
Brian Cohen, Operating Partner, Altamont Capital Partners
Jesse Hermann, Operating Partner, Court Square Capital Partners
Stephen Noe, Operating Partner, Validor Capital
Marc Stoneham, Portfolio Manager, Development Partners International (DPI)

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Ben YoKell

Managing Director, Transformation, Grant Thornton

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Brian Cohen

Operating Partner, Altamont Capital Partners

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Jesse Hermann

Operating Partner, Court Square Capital Partners

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Marc Stoneham

Portfolio Manager, Development Partners International (DPI)

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Functional breakouts V
14:00 - 14:30

Track 9: Advanced data science and analytics: turning data into revenue & EBITDA

Connor McGauley, Brian Sharp
  • Portfolio management new tools: best methodologies for portfolio company reporting
  • How do you help a company become more data-oriented?
  • Using predictive analytics, data integration, and supplemental data lakes to augment decision making
  • Applying growth KPIs and ongoing metrics in different stages
  • What has been the biggest challenge in collecting the “right” data?  How are you dealing with it?
  • How is the data team set up and how closely does it work with the management team and investment team?
  • Monetizing data: how best to impact the performance management & operational improvement processes

Presenters:
Connor McGauley, Vice President, Portfolio Operations, GI Partners
Brian Sharp, Chief Revenue Officer, Profit Velocity

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Connor McGauley

Vice President, Portfolio Operations, GI Partners

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Brian Sharp

Chief Revenue Officer, Profit Velocity

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14:00 - 14:30

Track 10: Fast start: coming out strong from day one in onboarding new portfolio companies (even in the face of recent COVID-induced uncertainty)

Don Miller, Preston McKenzie, Jud Morrison, Colin Smith
  • Scoping diligence for both risk mitigation and value creation in a world where historical performance may not be the best predictor of future direction
  • Day 1-100: structured approaches, pragmatic actions, and tools to bring about rapid alignment and focus
  • Transparent portco monitoring: constructive techniques to monitor value creation progress in the current dynamic environment, and allow for informed course-correction as necessary
  • Building for lasting success: engaging the myriad of PE ecosystem resources in a way that complements management and reinforces their role as value creation leaders

Moderator:
Don Miller, Senior Managing Director, Private Equity Value Creation, PwC

Panelists:
Preston McKenzie, Operating Partner, General Atlantic
Jud Morrison, Operating Partner, The Sterling Group 
Colin Smith, Managing Director and Head of Portfolio Transformation Team, Oaktree Capital

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Don Miller

Senior Managing Director, Private Equity Value Creation, PwC

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Preston McKenzie

Operating Partner, General Atlantic

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Jud Morrison

Operating Partner, The Sterling Group

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Colin Smith

Managing Director and Head of Portfolio Transformation Team, Oaktree Capital

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Functional breakouts VI
14:30 - 15:00

Track 11: Digital value creation: getting back to the basics

Sean Epstein, Andrew Hampshire, Paul Zuber
  • Buying stuff: In what ways can technology improve a company or entire portfolio’s way of procuring what it needs to operate their business
  • Making stuff: The combination of the pandemic and the maturing of next generation technology creates an opportunity to reimagine how things are built. Where should PE executives place their bets given the climate of uncertainty and the need to mitigate risk?
  • Selling stuff: Combining operational and experiential data and insights is helping companies maximize their share of wallet, improve overall performance, increase brand sentiment, and deliver a world class experience to their customers and partners

Panelists:
Sean Epstein, Global Head of Private Equity, SAP
Andrew Hampshire, Chief Technology Officer, Gresham House
Paul Zuber, Operating Partner, Thoma Bravo

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Sean Epstein

Global Head of Private Equity, SAP

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Andrew Hampshire

Chief Technology Officer , Gresham House

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Paul Zuber

Operating Partner, Thoma Bravo

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14:30 - 15:00

Track 12: Building a financial survival kit for your portfolio companies

Scott Tynes, Steven Cumbow, Ben Humphreys

In these unprecedented times, no CFO or institutional investor could have had the forethought to build COVID-19 into their financial model. Join a peer discussion with a group of operating partners with extensive value creation experience at portfolio companies and domain knowledge building out finance and accounting as to position a company for scale and growth. Our agenda will include a discussion around tools and tactics currently being employed in the market by finance executives and their PE partners to navigate their biggest challenges. Observations will also be shared around what a fully optimized F&A function might look like for companies at various inflection points in their growth. Operating partners will come away with concrete ways to mitigate risk and plan for best and worst-case recovery scenarios across their portfolio.

Moderator:
Scott Tynes,
CEO, Consero

Panelists:
Ryan Connolly, Operating Executive – Finance, The Riverside Company
Steven Cumbow, Operating Partner, Sentinel Capital Partners
Benjamin Humphreys, Senior Operating Executive, Monomoy Capital Partners
Todd Phillips, Operating Partner, Beckway Group

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Scott Tynes

CEO, Consero Global

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Steven Cumbow

Operating Partner, Sentinel Capital Partners

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Ben Humphreys

Senior Operating Executive, Monomoy Capital Partners

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Functional breakouts VII
15:00 - 15:30

Track 13 : GTM strategies to drive revenue resiliency across your portfolio

Mark Petruzzi, Kevin Kerby, Alex Lizcano, Paul Melchiorre, Michael Monagle
  • Shift from legacy, high-cost field sales, to more efficient and reliable inside sales teams
  • Growth of web/digital for customer engagement
  • Leveraging customer success initiatives for growth
  • The importance of building high-value alliances, channels and corporate partnerships
  • The power of effective segmentation
  • Digital sales and marketing transformation opportunities that are being accelerated by COVID-19
  • COVID-driven acceleration and shift to virtual sales and marketing
  • Significance of recurring revenue/subscription models

Moderator:
Mark Petruzzi, Vice President PE/VC Go-To-Market and Corporate Partnerships, N3

Panelists:
Kevin Kerby, Operating Partner, Bain Capital
Alex Lizcano, Senior Lead Operator (Senior Vice President), Industry Value Creation, Partners Group
Paul Melchiorre, Operating Partner, Stripes
Michael Monagle, Vice President, Portfolio Operations, Providence Equity

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Mark Petruzzi

Vice President PE/VC Go-To-Market and Corporate Partnerships, N3

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Kevin Kerby

Operating Partner, Bain Capital

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Alex Lizcano

Senior Lead Operator (Senior Vice President), Industry Value Creation, Partners Group

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Paul Melchiorre

Operating Partner, Stripes

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Michael Monagle

Vice President, Portfolio Operations, Providence Equity

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15:00 - 15:30

Track 14: Uncovering hidden value of digital: developing a more rigorous value creation hypothesis in due diligence

Sugath Warnakulasuriya, Randy Randleman, Kiran Rao
  • How typical due diligence exercises fall short in identifying digital value creation opportunities
  • How new tech (e.g., IoT/advanced data analytics) create novel opportunities, especially in more traditional industries
  • How various target business/market configurations give rise to a multitude of digital value options
  • How to quickly recognize common patterns of value creation opportunities across businesses, industries
  • Typical underappreciated sources of digital value
  • How to quickly stress test assumptions and validate

Moderator:
Sugath Warnakulasuriya, Managing Director, Thalamus Labs

Panelists:
Randy Randleman, Managing Director and Chief Operating Officer, Sumeru Equity Partners
Kiran Rao, Operating Partner, TPG Capital

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Sugath Warnakulasuriya

Managing Director, Thalamus Labs

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Randy Randleman

Managing Director and Chief Operating Officer, Sumeru Equity Partners

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Kiran Rao

Operating Partner, TPG Capital

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Operating Partners Forum: Plenary session
15:30 - 16:10

Moving business from transaction to recurring revenue models

Adam Echter, Marc Herdegen, Prital Kadakia, Jeff Nathan

COVID-19 is accelerating recurring models as the multiples on businesses with recurring revenue are becoming more attractive to private equity. Here we will uncover:

  • Best practices in moving businesses from transactional to recurring models
  • Keeping your recurring revenue stream: understanding what your future product will look like and how to price it
  • Building recurring relationships: key strategies for pricing, getting the sales organization involved, utilizing software, cross-selling and up-selling

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

Panelists:
Marc Herdegen, Senior Operating Partner, Strategy, New State Capital Partners
Prital Kadakia, General Partner, Serent Capital
Jeff Nathan, Principal, Portfolio Operations, L Catterton

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Adam Echter

Partner, Simon-Kucher & Partners

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Marc Herdegen

Senior Operating Partner, Strategy, New State Capital Partners

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Prital Kadakia

General Partner, Serent Capital

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Jeff Nathan

Principal, Portfolio Operations, L Catterton

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Deep dive invitation-only discussion
15:30 - 16:10

Deep dive discussion: Core operations are still the foundation for rapidly improving businesses (invitation-only)

Foster Finley, Steven Hilgendorf

No business stands still and survives – rather there are: new product/service introductions or discontinuations, acquisitions and divestitures, geographic expansion, and ever-escalating customer expectations. What your customers and prospects expect (read: demand) is reliable and competitive operations to meet their evolving needs amid and in spite of times of disruption.

Facilitators:
Foster Finley, Managing Director, AlixPartners
Steve Hilgendorf, Managing Director, AlixPartners

Hosted by:

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Foster Finley

Managing Director, AlixPartners

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Steven Hilgendorf

Managing Director, AlixPartners

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Virtual networking and extended interactive live Q&A
16:10 - 17:10

Virtual networking reception and extended interactive live Q&A

(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)

Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:

Roundtable 1: Key success factors in turnarounds to go from distressed to transformation

Roundtable 2: Advanced data science and analytics: turning data into revenue & EBITDA

Roundtable 3: Fast start: coming out strong from day one in onboarding new portfolio companies (even in the face of recent COVID-induced uncertainty)

Roundtable 4: Digital value creation: getting back to the basics

Roundtable 5: Building a financial survival kit for your portfolio companies

Roundtable 6: GTM strategies to drive revenue resiliency across your portfolio

Roundtable 7: Uncovering hidden value of digital: developing a more rigorous value creation hypothesis in due diligence

Roundtable 8: Moving business from transaction to recurring revenue models

Agenda

Day 3 - Friday 16th

Invitation-only think tanks
10:00 - 11:00

Think tanks for full-time operating partners: value creation war room (invitation-only)

Thomas Fountain, Kiran Rao, Andrew Bronstein, Steven Siwinski

This closed-door virtual room 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 & Technology Operating Partners
Facilitators:
Thomas Fountain, Operating Partner, One Rock Capital Partners
Kiran Rao, Operating Partner, TPG Capital

Room 2 Finance Operating Partners
Facilitators:
Andrew Bronstein, Operating Partner, Vector Capital
Steven Siwinski, Operating Partner, High Road Capital Partners

 

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Thomas Fountain

Operating Partner, One Rock Capital Partners

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Kiran Rao

Operating Partner, TPG Capital

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Andrew Bronstein

Operating Partner, Vector Capital

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Steven Siwinski

Operating Partner, High Road Capital Partners

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Operating partners portfolio operations breakfast deep dive discussion: PE in a downturn (invitation-only)
10:00 - 11:00

Operating partners portfolio operations breakfast deep dive discussion: PE in a downturn — Successfully restructuring a distressed asset (invitation-only)

William Bundy, Aaron Miller

The number of asset sales and acquisitions related to distress in the economy is on the rise. Through rigorous preparation, including building an early understanding of a target’s operations, PE firms interested in seizing distressed-investment opportunities can best manage the risks inherent in such deals, but that’s just the beginning. Investors need to execute an operational restructuring to boost their value-creation odds. To craft the right restructuring strategy, AlixPartners’ Private Equity & Investors experts recommend paying close attention to:

  • Working capital: What will you require in the way of working capital to secure the asset’s future, and how might these requirements vary over time? How can you ensure you have adequate liquidity?
  • Talent: What must you do to ensure that you have enough people, with the right skills, to rebuild and stabilize the asset?
  • Technology: How can you best correct shortfalls and modernize the asset’s IT systems? What systems are required for a stand-alone entity?
  • Brand strength: If the asset’s brand strength eroded during the period of stress or distress, what options (repositioning, relaunching, rebranding) would best help you restore brand strength and rebuild customer loyalty?
  • Impaired revenue: Are there operational options or reorganization strategies that enable acquisition of the asset with a scalable, but low-cost structure until anticipated revenue growth or recovery?
  • TSAs and 3rd Party contracts: Who’s responsible for providing which services? For how long? How should TSAs be viewed if the parent company is stressed and could enter the zone of insolvency?

Facilitators:
William Bundy, Director, AlixPartners
Aaron Miller, Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Hosted by:

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William Bundy

Director, AlixPartners

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Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

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Functional breakouts VIII
11:00 - 11:40

Track 15: Leveraging artificial intelligence and machine learning for value creation

Allie Nava, Angelique Augereau, Andy Pickens
  • Highlights of value creation journeys leveraging analytics and AI/ML to drive business outcomes
  • Best practices for identifying opportunities inside the private equity portfolio to leverage AI/ML
  • Examining opportunities to adopt AI/ML to support value creation

Moderator:
Allie Nava, Advisor, Amazon AWS Private Equity

Panelists:
Angelique Augereau, Chief Data and Analytics Officer, Apax Partners
Andy Pickens, Principal, Apollo Portfolio Performance Solutions, Apollo Global Management

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Allie Nava

Advisor, Amazon AWS Private Equity

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Angelique Augereau

Chief Data and Analytics Officer, Apax Partners

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Andy Pickens

Principal, Apollo Portfolio Performance Solutions, Apollo Global Management

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11:00 - 11:40

Track 16: How to build value through finance

Jesse Weber, Scott Tynes, Andrew Walshe
  • Outsourced finance as a service (FaaS) vs. in-house model
  • Compressing time to value when upgrading ERP systems and common mistakes
  • Playbook approach to value creation in finance vs. more flexible/collaborative approaches

Moderator:
Jesse Weber, Private Equity Lead, Sage Intacct

Panelists:
Scott Tynes, CEO, Consero
Andrew Walshe, Head of Portfolio Operations, Sightway Capital

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Jesse Weber

Private Equity Lead, Sage Intacct

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Scott Tynes

CEO, Consero Global

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Andrew Walshe

Head of Portfolio Operations, Sightway Capital

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Functional breakouts IX
11:40 - 12:20

Track 17: Accelerating digital transformations to drive investment value

Richard Davis, Cory Eaves, Neil Kimber
  • Digital transformations in the time of COVID-19: how transformations have accelerated and what does the future hold
  • Digital transformation: what to do in the first 60-100 days
  • Digital workplace transformation and product transformation stories in the time of corona
  • Leveraging intelligent automation to optimize process efficiency and improve operating margins
  • Building new digital and technology solutions to drive out costs, improve performance and drive EBITDA growth
  • 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?

Moderator:
Richard Davis, Partner, RSM

Panelists:
Cory Eaves, Operating Partner, General Atlantic
Neil Kimber, Operating Principal, Accel-KKR
Raj Kushwaha, Managing Director, Operating Partner and Chief Digital Officer, Warburg Pincus

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Richard Davis

Partner, RSM

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Cory Eaves

Operating Partner, General Atlantic

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Neil Kimber

Operating Principal, Accel-KKR

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11:40 - 12:20

Track 18: Case Study — EBITDA growth through healthcare cost reduction

Todd Grove, Roanne Daniels, Judd Nystrom

The next few years will provide significant challenges for companies to manage medical costs while supporting employee health. Learn how the leading PE firms in the country provide solutions to questions such as:

  • Can your portcos improve employee engagement while simultaneously eliminating wasted spend?
  • How can your HR/CFO execs break the cycle of medical spend creep?
  • Can portcos change the model of health insurance to improve outcomes, employee satisfaction and drive EBITDA?

Moderator:
Todd Grove, Vice President, Private Equity, Quantum Health

Panelists:
Roanne Daniels, Partner, Hellman & Friedman
Judd Nystrom, Chief Financial Officer, Caliber

 

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Todd Grove

Vice President, Private Equity, Quantum Health

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Roanne Daniels

Partner, Hellman and Friedman

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Judd Nystrom

Chief Financial Officer, Caliber

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Operating Partners Forum: Plenary session
12:20 - 13:00

Optimizing private equity carve-outs: key steps to achieve full potential

Nate Medoff, Emily Golenberg, Tyrone Johnson, David Muhlenkamp, Matt Thompson

Carve-out transactions can be very rewarding for private equity firms, but they require special skillsets and key steps to execute efficiently in minimizing risk. The panel will discuss key practices and pitfalls to avoid when doing carveouts:

  • Negotiating and structuring faster transitional services agreements (TSA)
  • Determining the back-office requirements for the business: hiring key IT and finance back office services
  • Performing a gap analysis of what is included/excluded from the transaction
  • Developing 100-day plans outlining detailed steps to execute the transaction
  • Leveraging internal resources and third-party advisors for smooth and profitable execution
  • Finalizing the stabilization of the business to operate as a standalone and generate returns

Moderator:
Nate Medoff, Managing Director, ContinuServe

Panelists:
Emily Golenberg, Vice President, M&A Operations, Platinum Equity
Tyrone Johnson, Operating Partner, Trive Capital
David Muhlenkamp, Managing Director, Head of Portfolio Operations, Lindsay Goldberg
Matt Thompson, Senior Vice President, Portfolio Operations, Skyview Capital

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Nate Medoff

Managing Director, ContinuServe

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Emily Golenberg

Vice President, M&A Operations, Platinum Equity

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Tyrone Johnson

Operating Partner, Trive Capital

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David Muhlenkamp

Managing Director, Head of Portfolio Operations, Lindsay Goldberg

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Matt Thompson

Senior Vice President, Portfolio Operations, Skyview Capital

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Deep dive invitation-only discussion
12:20 - 13:00

Deep dive discussion: Conducting diligence in a stressed/distressed environment (invitation-only)

Jeffrey Klein

Facilitator:
Jeffrey Klein, Managing Director, Alvarez & Marsal

Hosted by:

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Jeffrey Klein

Managing Director, Alvarez and Marsal

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Virtual networking lunch and extended interactive live Q&A
13:00 - 14:00

Virtual networking lunch and extended interactive live Q&A

(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)

Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:

Roundtable 1: Leveraging artificial intelligence and machine learning for value creation

Roundtable 2: How to build value through finance

Roundtable 3: Accelerating digital transformations to drive investment value

Roundtable 4: EBITDA growth through healthcare cost reduction

Roundtable 5: Optimizing private equity carve-outs: key steps to achieve full potential

End of Conference
14:00 - 14:00

End of Conference

Speakers

Tracey Abbott

Industry Value Creation, Portfolio Operations, Partners Group

Tracey Abbott leads the Americas Industry Value Creation (portfolio operations) Consumer Goods and Retail team at Partners Group, an $92 B Assets under management private equity firm. She sits on three boards, ranging from food co- manufacturing to r… Read full bio

Angelique Augereau

Chief Data and Analytics Officer, Apax Partners

Angelique Augereau joined Apax Partners this year in the newly created role of Chief Data & Analytics Officer and is responsible for driving impact from advanced analytics and machine learning throughout the life cycle of a deal from sourcing to… Read full bio

Geoffrey Baird

Senior Managing Director of Value Creation, 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

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

• Internationally recognized expert on leadership and organization development • Founded AlixPartners’ transformative leadership practice in 2014, advising global CEOs, their boards, and private equity investors • Serving nearly three decades as a bu… Read full bio

Hank Boye

Managing Director, Thomas H. Lee Partners

Henry J. Boye is a managing director at Thomas H. Lee Partners in the firm's Strategic Resource Group. Prior to joining Thomas H. Lee Partners, he was a managing director in the Technology, Media and Telecommunications Practice at Blue Ridge Partners… Read full bio

John Broderick

Operating Partner, Argosy Private Equity

John J. Broderick, Operating Partner, joined Argosy in 2016 and is responsible for evaluating potential investments, performing due diligence, and working with portfolio companies to grow shareholder value. Architect and author of Argosy’s VAM™ (Valu… Read full bio

Andrew Bronstein

Operating Partner, Vector Capital

Andrew is an Operating Partner on Vector's Value Creation Team and joined the firm in 2017. With more than 30 years of senior financial operations experience, Andrew works closely with the finance and operations teams at Vector's portfolio companies… Read full bio

Les Brown

Managing Partner, Operational Resource Group, HGGC

Les serves as Chairman of the Board of Directors for HGGC’s Fund III investment in Nutraceutical International Corporation. Les previously served as a member of the Board of Directors for HGGC’s Fund II investment in SSI, which merged with Research N… Read full bio

William Bundy

Director, AlixPartners

William adopts a hands-on management approach to lead organizations through large scale M&A transactions, including carve-outs and separations. William is an expert in leading complex operations and strategic revitalization programs which emphasi… Read full bio

Kerensa Butler

National Pride Employee Network Group (ENG) Leader, RSM

As a member of RSM’s national private equity leadership team since 2006, Kerensa guides our strategic efforts across the Southeast region to serve private equity groups and their portfolio companies within a holistic client experience model. She is t… 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

Paul Carbone

President and Managing Partner, Pritzker Private Capital

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

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO… 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

Brian Cohen

Operating Partner, Altamont Capital Partners

Brian Cohen currently serves as an Operating Partner at Altamont Capital Partners where he focuses on the insurance and financial services industries. Brian formerly served as the President and CEO and a member of the Board of Directors of Pacific Sp… Read full bio

Jim Corey

Managing Partner, Blue Ridge Partners

Jim is co-founder of Blue Ridge Partners and serves as the firm’s managing partner. For 35 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 250 companies on revenue-related i… Read full bio

Steven 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

Roanne Daniels

Partner, Hellman and Friedman

Roanne joined H&F in 2017 and is focused on helping the Firm drive value by improving the operational effectiveness of H&F’s portfolio companies. Prior to H&F, Roanne worked as an Operating Partner at Bain Capital in Boston and London, wh… Read full bio

Richard Davis

Partner, RSM

Richard is a trusted business partner to today’s C-Suite teams and proven leader in the digital transformation space and how it impacts his clients. During the last 20 years Richard has been the principal architect for executive teams as they moderni… Read full bio

Merche del Valle

Managing Director and Chief Talent Officer, Grain Management

Merche del Valle is a Managing Director and the Chief Talent Officer at Grain Management. She is responsible for developing a robust and diverse pipeline of leadership talent, working across Grain and portfolio companies to identify, assess, recruit,… Read full bio

Melissa Dickerson

Chief Financial Officer and Managing Director, Operations, Genstar Capital

Melissa Dickerson is the Chief Financial Officer and Managing Director, Operations of Genstar Capital, responsible for finance & accounting, regulatory compliance, risk management, technology and administration. She joined Genstar in 2004. During… Read full bio

Sean Dougherty

Vice President, Talent and Operations, Inverness Graham Investments

Sean joined Inverness Graham in 2014. His responsibilities include sourcing new investment opportunities and providing transaction and post investment support of growth initiatives and talent optimization at Inverness Graham’s portfolio companies. At… Read full bio

Scot Duncan

Partner and Co-Founder, MiddleGround Capital

Scot is a Partner at MiddleGround where he is responsible for overseeing the Operation Team and serves as the Chief Compliance Officer for the firm. Scot started his career at Toyota Motor Corporation and spent 13 years in assembly engineering, maint… Read full bio

Andrew Dunn

Managing Director, One Equity Partners

Andrew Dunn joined OEP in 2008 and is a Managing Director based in New York. During his tenure at OEP, Mr. Dunn has worked on a range of investments in the business services, technology, media and telecommunications industries. Mr. Dunn is currently… Read full bio

Cory Eaves

Operating Partner, General Atlantic

Cory A. Eaves is an Operating Partner and part of General Atlantic’s 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. B… Read full bio

Adam Echter

Partner, Simon-Kucher & Partners

Coming soon.. Simon-Kucher & Partners, Strategy & Marketing Consultants Simon-Kucher & Partners is a global consulting firm with more than 1,400 professionals in 39 offices worldwide focusing on TopLine Power®. Founded in 1985, the compan… Read full bio

Anthony Ecock

Senior Operating Advisor, SVPGlobal

Tony Ecock is the CEO of Wild Harbor Advisory, a firm he founded to help PE funds add value to their portfolio companies. He is currently Chairman of US Community Behavioral Health, a Bregal Partners portfolio company, and board member of two Carlyle… Read full bio

Charles Egoville

Partner, JM Search

Chuck Egoville is a founding member of the Technology Practice at JM Search and co-leads the Growth Technology Practice. He has conducted more than 250 searches over two decades and works with leading private equity firms, including Battery Ventures,… Read full bio

Sean Epstein

Global Head of Private Equity, SAP

Sean Epstein is SVP and Global Head of the SAP Private Equity. His team handles all sales, strategic partnerships, and co-innovation/GTM initiatives with Private Equity funds, Institutional Investors, & Family Offices and helps drive portfolio co… 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

Karim Fattal

Chief Operating Officer, HOF Capital

Karim Fattal is Chief Operating Officer at HOF Capital, leading all non-investment activities which include overseeing the firm’s day-to-day processes and managing its legal and finance teams. He also works with the investment team, supporting portfo… Read full bio

Foster Finley

Managing Director, AlixPartners

Foster co-leads AlixPartners’ Operations Practice as well as the Transportation & Infrastructure Practice and has over 34 years of industry and consulting experience. His area of focus is in the resolution of operationally complex situations. Pri… Read full bio

Michael Foisy

Lead Operations Partner, Hammond, Kennedy, Whitney & Company

Mike’s primary responsibility as partner leading the firm’s Operations Team is collaborating with deal selection, transaction due diligence, and portfolio company management including Exits. His greatest satisfaction comes from partnering with great… 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

David Gau

Partner, Head of Operations, Pritzker Private Capital

David is a Partner and Head of Operations at Pritzker Private Capital. David has a history of building and operating multi-national organizations, most recently as chief executive officer of Intersystems, a manufacturer of material handling equipment… Read full bio

Ignacio Giraldo

Partner, TPG Growth

Mr. Giraldo is a Partner with TPG Growth and TPG Rise in San Francisco. As a member of the Business Building team, he focuses his time on consumer goods, retail, the circular economy and ed-tech. Prior to joining TPG, Ignacio worked in management con… Read full bio

Curtis Glovier

Senior Advisor, Star Mountain Capital

Curtis A. Glovier is currently a Senior Advisor at Star Mountain Capital, an Investment Committee Member of Nassau Street Ventures, and recently concluded his term as a Board Member of the Retirement Industry Trust Association. From 2016 through the… Read full bio

Todd Goffman

General Counsel, Globalization Partners

Todd Goffman joined Globalization Partners in January 2020. He has more than 24 years of legal experience, including nearly 20 years as General Counsel of innovative, growth private and public companies, in addition to expertise in human resources, f… Read full bio

Emily Golenberg

Vice President, M&A Operations, Platinum Equity

Emily Golenberg is a VP of M&A Operations and leads carve-out diligence for Platinum Equity, where she assesses investment opportunities globally across all sectors. Prior to Platinum, Emily worked for KPMG in both the UK and US, as an advisor to… Read full bio

Doron Grosman

President and 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

Todd Grove

Vice President, Private Equity, Quantum Health

As Vice President of Private Equity, Todd serves as the liaison between Private Equity firms, their portfolio companies, and Quantum Health. He works to educate the senior leadership teams on independent navigation and identifies opportunities for pa… Read full bio

Andrew Hampshire

Chief Technology Officer , Gresham House

Andrew Hampshire is Chief Technology Officer at specialist asset management firm, Gresham House Plc. Previously, Andrew worked in a senior role within a major UK bank to lead several major integration programmes, each with a technology or operational… Read full bio

Dan Hawkins

CEO, Summit Leadership Partners

Dan 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 founded Summit Leadership Partners to help growth-oriented co… Read full bio

Kara Helander

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

Kara Helander is a Managing Director and Chief Inclusion and Diversity Officer. She is based in Washington, DC. Prior to joining Carlyle, Ms. Helander was a Managing Director at BlackRock where she led the firm’s global inclusion and diversity, and p… 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

Jesse Hermann

Operating Partner, Court Square Capital Partners

Mr. Hermann joined Court Square in June 2013 as a Resource Partner. His expertise spans manufacturing, distribution, software, and business services industries. His specific company experience includes Founder and CEO of icarz, a SaaS distribution ma… Read full bio

Trent Hickman

Managing Director, Veronis Suhler Stevenson (VSS)

Mr. Hickman is a Managing Director of VSS and serves on the firm’s investment committee. He is responsible for developing investment opportunities, conducting due diligence, arranging debt financing for portfolio investments, structuring investments… Read full bio

Steven Hilgendorf

Managing Director, AlixPartners

Steve has more than 25 years of industry and advisory experience, driving breakthrough results in cost, quality, and delivery. He is a seasoned executive with a successful record of running global operations and is particularly recognized for his lea… Read full bio

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

Ben Holzemer is a Partner at TPG and the Head of Global Human Capital, based in San Francisco. Under his leadership the firm’s human capital team partners with TPG’s investment professionals and portfolio company leaders around the world to build gre… Read full bio

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

Gary has over 30 years of experience working as a senior operations executive, a management consultant and military officer. He currently leads TBM’s Global Private Equity practice and works closely with over 25 private equity clients and their portf… 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, co-leads MSCP’s Business Services and Education verticals, and serves as Chair… Read full bio

Ben Humphreys

Senior Operating Executive, Monomoy Capital Partners

Ben is a Senior Operating Executive at Monomoy and works with our portfolio companies on revenue growth and profit improvement. Prior to joining Monomoy, Ben held several operating and CFO roles with Cerberus, Blackrock and Staple Street Capital. Ben… Read full bio

Jerry Hughes

Director, Commercial Excellence, American Securities

Jerry Hughes joined American Securities, where he helps portfolio companies increase revenue growth by strengthening sales and marketing capabilities, in 2018. Prior to joining American Securities, Jerry spent nine years at Blue Ridge Partners, a bou… Read full bio

Paul Ilse

Senior Operating Partner, Francisco Partners Consulting

Paul Ilse joined Francisco Partners Consulting in 2015 as an Operating Partner with a focus on Software and Services. Prior to joining Francisco Partners Consulting, he was the Chief Executive Officer of Aptean, a leading provider of enterprise appli… 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

Laura Ipsen

President and CEO, Ellucian

Laura K. Ipsen is president and chief executive officer of Ellucian. Laura has more than 25 years of experience as a technology executive, working to drive transformation in the public and private sectors and spur adoption of comprehensive solutions… Read full bio

John Iwanski

Executive Managing Director, Riveron

John brings more than 25 years of diverse experience in auditing, consulting, advisory, and executive positions, specializing in transaction advisory services. He has served companies in a variety of industries, including financial services, healthca… 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

Tyrone Johnson

Operating Partner, Trive Capital

Ty is an Operating Partner at Trive Capital with expertise in corporate strategy, business leadership, M&A execution, and operational excellence initiatives. Before joining Trive in 2020, Ty served as Chief Executive Officer of Select Interior Co… Read full bio

Prital Kadakia

General Partner, 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

Kevin Kerby

Operating Partner, Bain Capital

Mr. Kerby joined Bain Capital Private Equity in 2018. He is an Operating Partner and a member of the North American Private Equity team. Mr. Kerby focuses on sales force effectiveness and go-to-market strategies for our portfolio companies. Prior to… Read full bio

Christopher Kim

Senior Vice President, Platinum Equity

Chris Kim is a Senior Vice President within Platinum Equity’s Mergers & Acquisitions Operations practice. He is responsible for evaluating Human Capital aspects of prospective additions to the Platinum Equity portfolio. Chris also has responsibil… Read full bio

Neil Kimber

Operating Principal, Accel-KKR

Neil Kimber is a Principal and Consulting CTO at Accel¬-KKR Consulting Group. Within Accel-KKR, his responsibilities include working with deal teams during technical due diligence, aiding portfolio companies with specific technology initiatives and m… Read full bio

Chris Kitching

Operating Partner, HighBar Partners

Chris Kitching joined HighBar Partners as an Operating Partner in 2015 from Sound United and its holding company DEI Holdings, where he served as Chief Financial Officer. Prior to DEI, Mr. Kitching was Chief Financial Officer and VP of Operations at… Read full bio

Jeffrey Klein

Managing Director, Alvarez and Marsal

Jeffrey Klein is a Managing Director with Alvarez & Marsal’s Private Equity Performance Improvement in New York. He specializes in interim management for information technology (IT) initiatives, and is frequently engaged for IT pre-acquisition di… 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, distribut… Read full bio

Rich Lawson

Chairman, Chief Executive Officer, and Co-Founder, HGGC

Rich Lawson is the Chairman, Chief Executive Officer and Co-Founder of HGGC. Based in Palo Alto, California, HGGC is a leading private equity firm with over $4.3 billion in cumulative capital commitments and oversees portfolio companies that employ m… Read full bio

Alex Lizcano

Senior Lead Operator (Senior Vice President), Industry Value Creation, Partners Group

Alex Lizcano is a Senior Lead Operator (Senior 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… Read full bio

Michael Lyons

President, Lincolnshire Management

Mike Lyons is the President of Lincolnshire Management with 35 years of experience in operations, finance and senior management. Mike is a member of the Investment Committee and has been involved in the successful acquisition and realization of over… Read full bio

T.J. Maloney

Chairman and CEO, Lincolnshire Management

T. J. Maloney is the Chairman and CEO of Lincolnshire Management, which he joined in 1993. T.J. is on the Investment Committee and is actively involved with the portfolio companies. Prior to joining Lincolnshire, T.J. practiced merger, acquisition an… 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

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Group

Steve is a Senior Vice President for Audax Private Equity where he leads Portfolio Human Capital. Previously, he was the Talent Partner at Kodiak Venture Partners. Steve also worked in the executive search industry at Korn Ferry and Russell Reynolds,… 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

Connor McGauley

Vice President, Portfolio Operations, GI Partners

Connor McGauley is a Vice President, Portfolio Operations at GI Partners. He works with portfolio companies to accelerate growth and drives market diligence for potential investment. Prior to joining GI Partners, he was the Vice President of Analytic… Read full bio

Preston McKenzie

Operating Partner, General Atlantic

Preston McKenzie is an Operating Partner at General Atlantic, providing strategic support and advice to the firm’s investment teams and portfolio companies in the Technology, Financial Services and Healthcare sectors. Preston focuses on building oper… Read full bio

Nate Medoff

Managing Director, 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

Paul Melchiorre

Operating Partner, Stripes

Paul is an Operating Partner at Stripes focusing on SaaS portfolio companies, specifically assessing and advising on go-to-market strategies. Currently, Mr. Melchiorre is an independent director at both R3, an enterprise blockchain technology company… 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

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Coming soon..

Don Miller

Senior Managing Director, Private Equity Value Creation, PwC

awareness of operating priorities and their financial consequence. He has an energetic and engaged style, with a strong focus on using transparent communications, clear objectives, and common purpose to foster alignment and collaboration. Since 2001,… 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

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 25 years of operations experience gai… Read full bio

Nate Medoff

Managing Director, 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

Melissa Mounce

Managing Director, Leadership Talent, GTCR

Melissa joined GTCR in 2019 as a Managing Director—Leadership Talent and manages the identification and recruitment of Leaders StrategyTM CEOs and management teams. Prior to joining GTCR, Melissa was the Principal of Human Capital at Baird Capital. S… Read full bio

David Muhlenkamp

Managing Director, Head of Portfolio Operations, Lindsay Goldberg

David Muhlenkamp is a Managing Director and heads Lindsay Goldberg’s portfolio operations efforts, where he assists families, founders, and management teams to achieve their growth and value creation objectives. David brings nearly two decades of exp… Read full bio

Jeff Nathan

Principal, Portfolio Operations, L Catterton

Mr. Nathan is a Principal with Vault, the Portfolio Operations Group at L Catterton. Mr. Nathan leads the value creation and growth agendas for L Catterton portfolio companies with a focus on sales growth, margin enhancement, and operational efficien… Read full bio

Allie Nava

Advisor, Amazon AWS Private Equity

Allie is a senior strategic business development leader with Amazon AWS Private Equity, working with investors and their portfolio companies on portfolio value creation, digital modernization, and innovation leveraging AWS and Amazon. Prior to joinin… Read full bio

Leslie Nielson

Managing Director, Alvarez and Marsal

Leslie Nielson is a Managing Director with Alvarez & Marsal in New York, leading our dedicated Human Capital M&A transaction advisory practice. Leslie has over 20 years of consulting experience dedicated to supporting pre-acquisition due dili… Read full bio

Judd Nystrom

Chief Financial Officer, Caliber

Judd Nystrom joined Caliber Collision as Chief Financial Officer in July 2019. Judd is a results-driven, values-based executive, offering a distinguished career in leading growth companies to optimal performance. Judd has proven success partnering wi… Read full bio

Kevin O'Neill

Managing Partner and Co-Lead, Private Equity Practice, 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

Dayton Ogden

Head of Talent and Recruiting, Summit Partners

Dayton works with Summit’s portfolio companies and investment teams to identify and recruit high-impact senior executives and board members. Prior to Summit, Dayton ran the CTPartners practice serving venture capital and growth equity clients and the… Read full bio

Greg Pappas

Managing Director, Portfolio Support, Berkshire Partners

Greg Pappas joined Berkshire Partners in 2010 as an Operating Partner and became a Managing Director in 2013. Greg is primarily responsible for overseeing the firm’s portfolio support activities. Greg’s primary Berkshire portfolio company involvement… Read full bio

Stephen Parks

Partner, Topspin Consumer Partners

Stephen is a Partner and member of the Investment Committee at Topspin Consumer Partners. Stephen joined Topspin in 2008 and has over 15 years of private equity and transactional experience, with extensive experience in consumer products and services… 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

Mark Petruzzi

Vice President PE/VC Go-To-Market and Corporate Partnerships, N3

Mark leads the Private Equity and Venture Capital Go-To-Market team at N3. As a 25+ year veteran of complex services business development and business strategy, Mark has a demonstrated record of business success in technology and diversified business… Read full bio

Andy Pickens

Principal, Apollo Portfolio Performance Solutions, Apollo Global Management

Andy Pickens leads the Data & Advanced Analytics team within the private equity portfolio operations group at Apollo Global Management, partnering with investment professionals and management teams to identify and capitalize on opportunities to g… Read full bio

Randy Randleman

Managing Director and Chief Operating Officer, Sumeru Equity Partners

Randy Randleman is a co-founder, general partner and managing director of Sumeru Equity Partners. He leads the Portfolio Operations team that drives value creation activity in the firm’s portfolio of lower middle market software companies, focusing o… Read full bio

Kiran Rao

Operating Partner, TPG Capital

Kiran Rao is an Operating Partner with TPG Capital and is based in San Francisco, where he is a leader on the Technology Sector team. Since 2010, Kiran has been involved in numerous investments and successful transformations including Digital.ai (for… Read full bio

Kate Rubenstein

Managing Director, Portfolio Operations, Blackstone

Kate Rubenstein is a Managing Director with the Portfolio Operations group. She leads the Blackstone Advantage program, focusing on building networks and expanding access to resources for portfolio companies across Blackstone business units. Before j… Read full bio

Brian Sharp

Chief Revenue Officer, Profit Velocity

Brian Sharp has a track record of driving profit and revenue growth at global manufacturing firms and is a sought-after speaker on price and profit improvement, complex negotiations and business transformation. At Sonoco Products and Sealed Air Corpo… Read full bio

Steven Siwinski

Operating Partner, High Road Capital Partners

Steven Siwinski is the Finance Operating 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 formulat… 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

Mark Sotir

President, Equity Group Investments

As 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 network. With nearly 20 years of board and CEO experience, Mark employs his leadership insid… Read full bio

Rachel Spasser

Managing Director and Chief Marketing Officer, Accel-KKR Consulting Group

Rachel Spasser is a Managing Director and Chief Marketing Officer for the Accel-KKR Consulting Group. In this role, Rachel provides leadership across commercial functions including strategy, sales, marketing, customer success and business development… Read full bio

Marc Stoneham

Portfolio Manager, Development Partners International (DPI)

Marc leads the portfolio management team at DPI, a leading African private equity firm, serving 17 portfolio companies across North, West, and Southern Africa. He is a member and observer of multiple portfolio company Boards across the portfolio. Pri… Read full bio

Jay Sung

Operating Partner and Chief Marketing Officer, Brentwood Associates

Jay Sung joined Brentwood Associates in 2017. A veteran executive with 25 years of experience in consumer products and services, he has extensive expertise in direct marketing, e-commerce, and multi-channel customer acquisition and retention, having… Read full bio

Paul Swaney

Head of Industrials Americas, Industry Value Creation, Partners Group

Paul W. Swaney III leads the Industrials Industry Value Creation Business Unit for the Americas. He is a member of the Global Investment Committee, the Private Equity Directs Investment Committee and the Global Direct Debt Investment Committee. He is… Read full bio

Matt Thompson

Senior Vice President, Portfolio Operations, Skyview Capital

Matt Thompson is SVP Portfolio Operations with Skyview Capital. Matt works on private equity and venture capital investments globally, where he focuses on carveouts and distressed special situations. Prior to Skyview Capital, Matt was a VP at the Gor… 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 130+ companies nationwide and has assessed over 1,000 finance departments over the last 12 years. Scott has a pa… Read full bio

Elizabeth Wallace

Head of Portfolio Talent, Hg

Elizabeth Wallace is the Head of Portfolio Talent at Hg and is responsible for ensuring outstanding talent continues to be hired and supported in our portfolio companies. Before joining Hg in 2019, Elizabeth worked at BlackRock, the world’s largest a… Read full bio

Andrew Walshe

Head of Portfolio Operations, Sightway Capital

Andrew Walshe joined Sightway Capital, a Two Sigma affiliate, 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 oversee the development, g… Read full bio

Sugath Warnakulasuriya

Managing Director, Thalamus Labs

Sugath is a highly-regarded, hands-on strategist and business builder focused on digitally-enabled value creation for industrial and services companies. He is a former McKinsey & Co consultant and Entrepreneur with a 25+ track record of identifyi… Read full bio

Jesse Weber

Private Equity Lead, Sage Intacct

Jesse Weber runs Sage Intacct’s Private Equity Practice. He advises hundreds of leading firms and their portfolio companies to build more profitable businesses through world class financial management, subscription automation, and service. As part of… Read full bio

Jon Weber

Head of Global Portfolio Operations Group, Elliott Management Corporation

Jon is Head of the Global Portfolio Operations Group at Elliott Management Corp, where he works with management and boards of companies in which Elliott funds are an influential investor. Prior to joining Elliott, Jon headed teams responsible for ope… Read full bio

Andrew Wilson

Vice President, Private Equity and M&A, Global Upside

Andrew has extensive experience in mergers, acquisitions, and spin-offs. He spent 10 years with PwC, working primarily in their M&A practice for the consumer goods, heavy engineering, and steel making industries. He worked on the client-side as a… Read full bio

Nick Winter

Managing Director, Head of North America Portfolio Operations Värde Partners

Nick Winter is a Managing Director and North American Head of Portfolio Operations focused on value creation in Värde private equity investments. Based in New York, he joined the firm in 2018. Prior to Värde, Nick spent seven years at JPMorgan Chase… Read full bio

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

Achi Yaffe is Managing Director, Portfolio Operations at GI Partners. Mr. Yaffe currently serves on the boards of Flexential and Consilio. Prior to joining GI Partners, he served as Principal for Lee Equity Partners helping portfolio companies develo… Read full bio

Ben YoKell

Managing Director, Transformation, Grant Thornton

Ben is a Managing Director in Grant Thornton’s Transformation practice, with a focus on Supply Chain Strategy, Advanced Analytics and Organizational & Operational Transformation. Named as a “Provider Pro to Know” in 2015 by Supply & Demand Ch… 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 Mailgun, Inc., Cority, ABC Financial, MeridianLink, and Syntellis… Read full bio

Arthur Zuckerman

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

At Soundcore Art is responsible for the financial operations of the firm and its investment partnerships as well as overseeing the firm’s compliance functions and the integration of our portfolio company acquisitions to improve efficiencies and profi… Read full bio
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Partner with the Forum

PEI’s 10th Annual Operating Partners Forum unites 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.

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Location

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

Hotel accommodations will be available through the Kimpton: Muse Hotel, 130 W. 46th Street, New York, New York 10036 at a special conference rate. Rooms are available on first-come-first-serve basis.  Last day to book at the special rate ends on September 11, 2020.

Click here to book direct