The largest global event for private equity value creation

Drive value creation across all functional business areas with strategies learned at Private Equity International’s 13th annual Operating Partners Forum New York.

Join the largest global PE operating partner community to discuss and debate the best methods to deliver maximum portfolio optimization at a critical time.

Take part in extensive networking opportunities, compare best practices, build new relationships, and influence future models at the operating partners event of the year, now at a brand-new venue.

Download the 2023 attendee list


“This is where I learnt to become an operating partner. Now, 10 years later, I have over half my team here with me.”

Aaron Miller
Head of Apollo Portfolio Performance Solutions
Apollo Global Management

Create operationally efficient portfolio companies

Hear first-hand perspectives on how to further develop your operational efficiencies.

Network with top value creators

Meet with the largest global community of private equity operating partners in one place over 2 days.

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

2023 fireside chat:

Spotlight on an operating partner’s journey

Join Dan Glaser of Clayton, Dubilier & Rice in a casual conversation about what it means to be an operating partner today.

Dan joined Clayton Dubilier & Rice after spending most of his 40-year career at Marsh McLennan, where he most recently served as President and CEO from 2012 to 2022. 

Hear Dan’s perspective on what makes the operating partner role unique, what CD&R is doing to add value to their portfolio companies, and much more.

Dan Glaser, Operating Partner
Clayton Dubilier & Rice

2023 Agenda

Our unique agenda offers interactive working groups, think tanks, panels, breakfast and lunch discussions. The 2023 expanded agenda is carefully curated to feature the most prominent functional areas in value creation:

  • Sales & Revenue Growth
  • Human Capital
  • Technology/Digital
  • ESG
  • Supply Chain & Procurement
  • Finance
  • Marketing
  • And much more…

2023 Speakers

Meet the largest operating partner network

Abris Capital Partners
Accel-KKR
ACON Investments
Advent International
AGF Latin America
AlixPartners
Alvarez & Marsal
Amazon Web Services (AWS)
American Industrial Partners
Apollo Global Management
Ara Partners
Astara Capital
Bain Capital
Barings
Beckway
Berkshire Partners
Blackstone
Blue Ridge Partners
Blue Wolf Capital Partners
BluWave
Brookfield Asset Management
BV Investment Partners
Catalant
Charlesbank Capital Partners
Clayton Dubilier & Rice
Court Square Capital Partners
Deloitte
Entromy
EQT Group
Ethos Capital
Evergreen Coast Capital
EY
Falco Global Partners
Frazier Healthcare Partners
GI Partners
Graham Partners
Graham Management
Grant Thornton
GrowthCurve Capital
HCI Equity Partners
Hg Capital
Hudson Advisors
IFM Investors
Incline Equity Partners
JF Lehman & Company
Kelso & Company
KKR
KPS Capital
Lateral Investment Management
Level Equity
Liberty Advisor Group
LKCM Headwater Investments
Marblegate Asset Management
MiddleGround Capital
Morgan Stanley
Mubadala
New Mountain Capital
New State Capital Partners
NextGen Growth Partners
Novacap
Oak Hill Capital
Onex Partners
ORIX Capital Partners
Pamlico Capital
ParkerGale Capital
Peloton Capital Management
Periscope Equity
Polaris Growth Fund
Providence Equity
Public Investment Fund
PwC
RSM
Salesforce
SAP
Searchlight Capital Partners
Shamrock Capital Advisors
Simon Kucher
Siris Capital Group
Sovereign’s Capital
Spring Lane Capital
Strattam Capital
Summit Leadership Partners
Terminus Capital Partners
The CapStreet Group
The Carlyle Group
The Raine Group
The Riverside Company
The Sterling Group
Thompson Street Capital Partners
Traub Capital Partners
TVV Capital
Updata Partners
Upwork
Värde Partners
Vision Ridge Partners
Warburg Pincus
Wellspring Capital
Zenyth Partners

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

Kush Tulsidas
One Rock Capital Partners

 

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

Greg J Pappas
Berkshire Partners


2023 agenda

Our unique agenda offers interactive working groups, think tanks, panels, breakfast and lunch discussions. The 2023 expanded agenda is carefully curated to feature the most prominent functional areas of value creation.

If you are interested in a speaking role please contact Marc Mele at marc.m@pei.group.

 

Download the 2023 agenda

 

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 17th

07:30 - 08:50

Registration and breakfast

Breakfast hosted by:

Registration hosted by:

                 

THINK TANK SERIES 1
07:50 - 08:50

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

Misha Logvinov, Milo Sprague, Kristin Brown Patrick, Daniel Perry, Zorian Rotenberg , Steven Siwinski, Chris Westington

These closed-door discussions will allow you to learn and share best practices of successful operating partners. The think tanks 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 rooms:

Room 1 Digital and Technology Operating Partners
Facilitator:
Misha Logvinov, Director, Mubadala Performance Partners, Mubadala
Milo Sprague, Chief Technology Advisor, FTV Capital

Room 2 Human Capital/Talent Operating Partners
Facilitators:
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners

Room 3 GTM, Sales and Revenue Growth Operating Partners
Facilitators:
Daniel Perry, Director, Sales and Commercial Excellence, Parthenon Capital
Zorian Rotenberg, Operating Partner, GTM & Revenue Growth, Charlesbank Capital Partners

Room 4 Finance Operating Partners
Facilitators:
Steven Siwinski, Operating Principal, Accel-KKR
Chris Westington, Director, Value Creation, Private Equity, BCI

A speaker photo for Misha Logvinov

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

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A speaker photo for Milo Sprague

Milo Sprague

Chief Technology Advisor, FTV Capital

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A speaker photo for Kristin Brown Patrick

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

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A speaker photo for Daniel Perry

Daniel Perry

Director, Sales and Commercial Excellence, Parthenon Capital

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A speaker photo for Zorian Rotenberg

Zorian Rotenberg

GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

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A speaker photo for Steven Siwinski

Steven Siwinski

Operating Principal, Accel-KKR

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A speaker photo for Chris Westington

Chris Westington

Director of Portfolio Management and Value Creation, BCI

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08:50 - 09:10

PEI’s welcome and chairman’s opening remarks

Tim Sanders

Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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PLENARY SESSIONS
09:10 - 09:50

The behaviors of highly effective operating partners

Jim Corey, Amanda Good, Aaron Miller, Greg Pappas, Ken Schwartz
  • Revealing the findings from interviews with over 30 of the world’s most successful operating partners
  • Sharing a summary of what they do that makes them so effective
  • How operating partners create trust with CEOs, how to build relationships with the deal team, and how to set priorities for operating teams
  • Discussion of the key issues impacting operating partner contributions to value creation
  • Takeaways for current operating partners, new operating partners, operating partner team leaders, investment partners and CEOs

Moderator:
Jim Corey, Managing Partner, Blue Ridge Partners

Panelists:
Amanda Good, Partner, Global Head of Value Creation, Searchlight Capital Partners
Aaron Miller, Partner, Head of Apollo Portfolio Performance Solutions, Apollo Global Management
Greg Pappas, Managing Director, Portfolio Support, Berkshire Partners
Ken Schwartz, Director, KKR Capstone

A speaker photo for Jim Corey

Jim Corey

Managing Partner, Blue Ridge Partners

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A speaker photo for Amanda Good

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

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A speaker photo for Aaron Miller

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

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A speaker photo for Greg Pappas

Greg Pappas

Managing Director, Portfolio Support, Berkshire Partners

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A speaker photo for Ken Schwartz

Ken Schwartz

Director, KKR

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09:50 - 10:30

What deal teams now need from operating partners: value creation during times of uncertainty

Dan Hawkins, Courtney della Cava, Amr Kronfol, Ricardo Rodriguez, Achi Yaffe
  • Where do investors need operating partners to pivot and focus – what is the new or changed mandate
  • Discussing how value creation has changed given higher cost of capital, less transactions, and longer hold periods
  • How can operating partners better align and influence deal teams?
  • Bridging the gap between the investment team’s model and what actually happens in reality
  • What is most critical now in talent and human capital for value creation during uncertain times?
  • What are the pros and cons of having the operating partner on the board
  • Learn about best practices in operating and deal partner value creation shared strategies

Moderator:
Dan Hawkins, Founder and CEO, Summit Leadership Partners

Panelists:
Courtney della Cava, Senior Managing Director, Global Head of Portfolio Talent and Organizational Performance, Blackstone
Amr Kronfol, Managing Director, Warburg Pincus
Ricardo Rodriguez, Managing Director, Investments and Head of Portfolio Dynamics, Grain Management
Achi Yaffe, Managing Director, Portfolio Operations, GI Partners

A speaker photo for Dan Hawkins

Dan Hawkins

Founder and CEO, Summit Leadership Partners

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A speaker photo for Courtney della Cava

Courtney della Cava

Senior Managing Director, Global Head of Portfolio Talent and Organizational Performance, Blackstone

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A speaker photo for Amr Kronfol

Amr Kronfol

Managing Director, Warburg Pincus

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A speaker photo for Ricardo Rodriguez

Ricardo Rodriguez

Managing Director, Grain Management

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A speaker photo for Achi Yaffe

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

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10:30 - 11:00

Networking Break

11:00 - 11:40

The new paradigm of performance improvement: new vs. old levers and the future of value creation

Jeffrey Klein, Markus Lahrkamp, Michael Leamer, Jeffrey Nagel, Jill Wight, Paul Zuber
  • New vs. old levers: comparing perspectives on what will change and will stay in the value creation recipe
  • Uncovering the fundamentals in performance improvement to remain intact (leadership, focus on profitable businesses, speed to execution)
  • Grasping new paradigms to come in performance improvement (analytics, AI, option modeling, better data/foundation for decision making)
  • How will things change in looking at the execution of the value creation recipe?
  • Assessing the continuum by focusing on risks and opportunities: what needs to stay and what needs to change in a challenging market environment

Moderators:
Jeffrey Klein,
Managing Director, Alvarez & Marsal
Markus Lahrkamp, Managing Director, Alvarez & Marsal

Panelists:
Michael Leamer,
Managing Director, Resources Group, American Securities
Jeff Nagel,
Operating Partner, AEA Investors
Jill Wight,
Managing Director and Operating Partner, Morgan Stanley Capital Partners
Paul Zuber, Operating Partner, North American Lead, Hg

A speaker photo for Jeffrey Klein

Jeffrey Klein

Managing Director, Alvarez and Marsal

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A speaker photo for Markus Lahrkamp

Markus Lahrkamp

Managing Director, Alvarez & Marsal

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A speaker photo for Michael  Leamer

Michael Leamer

Managing Director, American Securities

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A speaker photo for Jeffrey Nagel

Jeffrey Nagel

Operating Partner, AEA Investors

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A speaker photo for Jill Wight

Jill Wight

Managing Director, Operating Partner, Morgan Stanley Capital Partners

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A speaker photo for Paul Zuber

Paul Zuber

Operating Partner, North American Lead, Hg

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11:40 - 12:20

Operating partner-CEO alliances to optimize performance with agility

Darin Facer, Tracey Abbott, J.P. Fingado, Doron Grosman, Kyle Roemer
  • Innovative things that CEOs are relying on OPs to assist portcos with during this phase of the economic lifecycle
  • Examining how CEOs work effectively with private equity to deliver value across the investment lifecycle
  • How has the profile of a modern portco CEO evolved over the past few years?
  • CEO and operating partner perspectives on thinking about what works and what doesn’t in terms of PE/portco partnerships
  • Operating partner-CEO alignment and synergies: what are ways that OPs are helping CEOs to evaluate and execute value creation programs using key digital and commercial levers for the business in the current environment

Moderator:
Darin Facer, Partner and Managing Director, AlixPartners

Panelists:
Tracey Abbott,
Director, Mubadala Performance Partners, Mubadala
J.P. Fingado, Operating Partner, The Riverside Company
Doron Grosman, Former President/CEO, Global Container Terminals and Former Operating Partner
Kyle Roemer, Managing Director, Head of Catalyst Group, Incline Equity Partners

A speaker photo for Darin Facer

Darin Facer

Partner and Managing Director, AlixPartners

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A speaker photo for Tracey Abbott

Tracey Abbott

Director, Mubadala Performance Partners, Mubadala

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A speaker photo for J.P. Fingado

J.P. Fingado

Operating Partner, The Riverside Company

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A speaker photo for Doron Grosman

Doron Grosman

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

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A speaker photo for Kyle Roemer

Kyle Roemer

Managing Director, Head of Catalyst Group, Incline Equity Partners

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INTERACTIVE WORKING GROUPS SERIES I
12:20 - 13:00

Interactive Working Group 1 (for operating partners only) | Accelerating cross-functional integrations for value creation

Omar Alismail, Jawad Hussain

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Understanding how to accelerate 100-day cross functional integrations
  • Uncovering how operating partners assist with integration management and execution
  • Looking at synergies for cross functional integration
  • Add-on integrations: sharing cross functional integration strategies when it comes to add-on acquisitions

Facilitators:
Omar Alismail, Head of Mubadala Performance Partners, Mubadala
Jawad Hussain, Managing Director, Private Equity Services, MorganFranklin Consulting

A speaker photo for Omar Alismail

Omar Alismail

Head of Mubadala Performance Partners, Mubadala

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A speaker photo for Jawad Hussain

Jawad Hussain

Managing Director, Private Equity Services Lead, MorganFranklin Consulting

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12:20 - 13:00

Interactive Working Group 2 (for operating partners only) | Finance in the current landscape: operating partners share challenges and opportunities

Spencer Khoury, Germain Louie

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Cutting costs, not capacity: transforming finance from a cost-center into a value-creation engine in today’s climate
  • How to gain financial and operational flexibility to bounce back faster
  • How does the current economy impact the role of the CFO? What tools and initiatives are most important in looking at the role of the CFO in this environment?
  • Sharing examples and war stories of financial best practices during previous downturns
  • What are the biggest challenges your finance function has faced over the last 18 months?
  • What are the biggest opportunities in looking at how to best position your finance function for the next 12 months?

Facilitators:
Spencer Khoury,
Director, Value Creation Team, Shamrock Capital
Germain Louie, Senior Private Equity Alliances Manager, Sage

A speaker photo for Spencer Khoury

Spencer Khoury

Director, Value Creation Team, Shamrock Capital

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A speaker photo for Germain Louie

Germain Louie

Senior Private Equity Alliances Manager, Sage

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12:20 - 13:00

Interactive Working Group 3 (for operating partners only) | Operating partner-deal team dynamics

Lee Dranikoff, Ryan Jones

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Discussing what your deal team wants and needs from you: what do your investors value most in your role as an operating partner?
  • How to build trust and grow your relationship with deal teams: what does a successful partnership look like?
  • Looking at the evolution of the operating partner role and growing importance internally
  • Uncovering operating partner frictions with deal teams
  • Showcasing best practices in the due diligence phase and across the investment cycle
  • How does the current climate affect your partnership and what is most important when it comes to synergy in this environment?

Facilitators:
Lee Dranikoff,
Senior Advisor, American Securities
Ryan Jones, Private Equity Leader, Deloitte Consulting

A speaker photo for Lee Dranikoff

Lee Dranikoff

Senior Advisor, American Securities

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A speaker photo for Ryan Jones

Ryan Jones

Private Equity Leader, Deloitte Consulting

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12:20 - 13:00

Interactive Working Group 4 (for operating partners only) | AI operating partner workshop: practical approaches beyond the hype

Manish Goyal, Greg Kegeles, Paul Lennick

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • AI/ML beyond the hype: what delivers profit enhancement today; not in the future
  • Machine Learning vs. Generative AI
  • AI use cases that resonate with portfolio companies; what can actually get done
  • Leveraging AI into the back office: automation, RPA, and tools to improve processes
  • How to deliver ROI with real recommendations: what operating partners need to know

Facilitators:
Manish Goyal, Operating Director, Portfolio Support, Berkshire Partners
Greg Kegeles, Operating Partner, Digital Transformation, Newlight Partners
Paul Lennick, Senior Vice President and M&A Practice Leader, ContinuServe

A speaker photo for Manish Goyal

Manish Goyal

Operating Director, Portfolio Support, Berkshire Partners

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A speaker photo for Greg Kegeles

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

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A speaker photo for Paul Lennick

Paul Lennick

Senior Vice President, M&A Services, ContinuServe

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12:20 - 13:00

Interactive Working Group 5 (for operating partners only) | Value creation playbooks in the current economy

Gary Hoover, Ranjith Rajendran

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • With slowdowns in deal making, what is different in value creation and how are PE firms addressing it?
  • What are the value creation barriers in this new environment that you are experiencing in your portcos?
  • What are you doing when it comes to selecting the right talent/leaders, manging the cost of capital, and eliminating waste
  • What does your recipe look like when it comes to add-on integrations and consolidation in the current environment?

Facilitators:
Gary Hoover, Vice President, Global Private Equity Practice, TBM Consulting Group
Ranjith Rajendran, Managing Director – US Private Equity Practice, TBM Consulting Group

A speaker photo for Gary Hoover

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

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A speaker photo for Ranjith Rajendran

Ranjith Rajendran

Managing Director – US Private Equity Practice, TBM Consulting Group

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13:00 - 14:00

Networking lunch

Hosted by:

13:00 - 14:00

Women in PE portfolio operations lunch (invitation-only for operating partners)

Toya Asbury , Jessica Castillo , Jamie Jacobs

This closed-door lunch discussion will explore what it’s like being a woman in PE portfolio operations:

  • What being a woman in value creation means and how to be successful in your role
  • 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

Facilitators:
Toya Asbury,
Managing Director, Alvarez & Marsal
Jessica Castillo, Operating Partner, Sovereign’s Capital
Jamie Jacobs, Chief Talent Officer, Oak Hill Capital

Hosted by:

A speaker photo for Toya  Asbury

Toya Asbury

Managing Director, Alvarez & Marsal

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A speaker photo for Jessica Castillo

Jessica Castillo

Operating Partner, Sovereign's Capital

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Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

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FUNCTIONAL BREAKOUT SERIES 1
14:00 - 14:40

Track 1 | Advanced pricing strategies: the most effective lever in revenue growth

Adam Echter, Chris Ahearn, Jonathan Konkoly, Jorge Rosales
  • What’s happening right now when it comes to pricing? How are you engaging with your companies to successfully execute pricing projects?
  • How does the current inflationary environment affect how you think about and execute pricing and how will it play out in future?
  • What are companies doing in terms of pricing looking forward: are you pushing or slowing down on it?
  • Having a cohesive pricing strategy as a key sales & revenue growth lever in focusing on expansions and renewals
  • Using data and KPIs to achieve out-performing net retention
  • Aligning sales teams and your GTM strategy with pricing to strengthen your execution
  • Looking at how different companies/sectors require different pricing models

Moderator:
Adam Echter, Partner, Simon-Kucher

Panelists:
Chris Ahearn, Operating Partner, Commercial, The Sterling Group
Jonathan Konkoly, Vice President of Portfolio Operations, HCI Equity Partners
Jorge Rosales, Senior Vice President, Onsite, Insight Partners

A speaker photo for Adam Echter

Adam Echter

Partner, Simon-Kucher

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A speaker photo for Chris Ahearn

Chris Ahearn

Operating Partner, Commercial, The Sterling Group

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A speaker photo for Jonathan	 Konkoly

Jonathan Konkoly

Vice President of Portfolio Operations, HCI Equity Partners

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A speaker photo for Jorge Rosales

Jorge Rosales

Senior Vice President, Insight Partners

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14:00 - 14:40

Track 2 | The evolution of the finance operating partner

Nick Leopard, David Allen, Roanne Daniels, Travis Krueger, Subhi Sherwell
  • What makes a great finance operating partner today?
  • How has the role changed in the last 3 years? How will it continue to change/evolve in the next 5 years?
  • As a finance operating partner, how do you work best with management teams to accelerate finance value creation initiatives?
  • How can finance operating partners drive more efficiency across functions in your companies?
  • Comparing ecosystems, models, networks, and team structures

Moderator:
Nick Leopard, CEO and Founder, Accordion

Panelists:
David Allen, Operating Advisor, BC Partners
Roanne Daniels, Managing Director, Roark Capital
Travis Krueger, Managing Director, GTCR
Subhi Sherwell, Field Operations Senior Advisor, TPG

A speaker photo for Nick Leopard

Nick Leopard

CEO and Founder, Accordion

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A speaker photo for David Allen

David Allen

Operating Advisor, BC Partners LLP

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A speaker photo for Roanne Daniels

Roanne Daniels

Managing Director, Roark Capital

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A speaker photo for Travis Krueger

Travis Krueger

Managing Director, GTCR

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A speaker photo for Subhi Sherwell

Subhi Sherwell

Field Operations Senior Advisor, TPG Capital

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14:00 - 14:40

Track 3 | Operating partner digital success stories: converging AI, Data, and CRM

Sarah Walker , Vikram Mahidhar, Scott McKenzie, Teresa Sweeney
  • First 100 days of digital transformation – team and tech readiness stages
  • Value creation through data across all business units
  • How to digitally scale marketing and sales across your portfolio
  • AI’s impact on transformations: what does the perfect AI launch journey look like
  • How the convergence of CRM, Data, and AI is applied into a winning combination for value creation

Moderator:
Sarah Walker, Global Head of Private Equity Practice, Salesforce

Panelists:
Vikram Mahidhar, Data and Digital Transformation Operating Partner, Apollo Global Management
Scott McKenzie, Operating Partner, Bain Capital
Teresa Sweeney, COO, Data Science, Blackstone

A speaker photo for Sarah  Walker

Sarah Walker

Global Head of Private Equity Practice, Salesforce

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A speaker photo for Vikram  Mahidhar

Vikram Mahidhar

Data and Digital Transformation Operating Partner, Apollo Global Management

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A speaker photo for Scott McKenzie

Scott McKenzie

Operating Partner, Bain Capital

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A speaker photo for Teresa  Sweeney

Teresa Sweeney

COO, Data Science, Blackstone

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14:00 - 14:40

Track 4 | Blackstone and North’s partnership: an exclusive on the ongoing value creation success story

Kevin O'Neill, Marc Gardner, Todd Hirsch
  • Determining success, rolling sleeves up, fixing teams, tackling ops & opps
  • Making operations the single biggest differentiator for your PE firm
  • Leadership stories from the business battlefield: winning, failing, and lessons learned
  • Constructing insanely successful Deal Partner-CEO-Executive Recruiter partnerships
  • Picking winning CEOs to achieve objectives in times of stability or volatility
  • Building exceptional Executive Teams to power change and growth

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

Panelists:
Marc Gardner, Founder, President and CEO, North
Todd Hirsch, Senior Managing Director, Tactical Opportunities Group, Blackstone

A speaker photo for Kevin O'Neill

Kevin O'Neill

Co-Founder & Managing Partner, Acertitude

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A speaker photo for Marc Gardner

Marc Gardner

Founder & CEO, North American Bancard

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A speaker photo for Todd  Hirsch

Todd Hirsch

Senior Managing Director, The Blackstone Group

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14:00 - 14:40

Track 5 | Procurement: a no regrets value creation lever to quickly create cash and EBITDA impact

Steven Browning, Arvind Anantharaman, Johnathon Baker, Brian Slobodow, John Wang
  • A year one imperative; how to generate measurable, portable value quickly
  • Aligning with the CEO and deals teams is the secret to speed to value
  • Understanding supply market tailwinds: how leading companies are posting big procurement wins given macro trends
  • Strengthening the commercial/procurement link to protect margins as commodity markets fluctuate
  • Building capabilities (organizational and analytical) is key to delivering value throughout the investment lifecycle

Moderator:
Steven Browning, Vice President, Insight Sourcing Group

Panelists:
Arvind Anantharaman, Operating Partner, Mubadala Performance Partners, Mubadala
Johnathon Baker, Managing Director, Head of Strategic Sourcing and Procurement, Apollo Global Management
Brian Slobodow, Operating Partner, HGGC
John Wang, Principal, Portfolio Operations, L Catterton

A speaker photo for Steven Browning

Steven Browning

Vice President, Insight Sourcing Group

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A speaker photo for Arvind Anantharaman

Arvind Anantharaman

Operating Partner, Mubadala Investment Company

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A speaker photo for Johnathon Baker

Johnathon Baker

Managing Director, Head of Strategic Sourcing and Procurement, Apollo Global Management

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A speaker photo for Brian Slobodow

Brian Slobodow

Operating Partner, HGGC

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A speaker photo for John Wang

John Wang

Principal, Portfolio Operations, L Catterton

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FUNCTIONAL BREAKOUT SERIES 2
14:40 - 15:20

Track 6 | How do PE firms leverage different operating resource models to maximize value creation?

Sean Epstein, Cory Eaves, Terrence Hahn, Jon Weber
  • What are the key resourcing operating models that PE firms use to drive value creation?
  • How do these resourcing models vary based on geography, PE firm size, line of business and industry/sector focus?
  • What correlations exist between these resourcing models and firm and portfolio performance?

Moderator:
Sean Epstein, Partner, Tenzing Consulting

Panelists:
Cory Eaves,
Operating Partner, General Atlantic
Terrence Hahn,
Senior Operating Executive, Cerberus Capital Management
Jon Weber, Operating Partner – Special Situations

A speaker photo for Sean Epstein

Sean Epstein

Partner, Tenzing Consulting

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A speaker photo for Cory Eaves

Cory Eaves

Operating Partner, General Atlantic

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A speaker photo for Terrence  Hahn

Terrence Hahn

Senior Operating Executive, Cerberus Capital Management

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A speaker photo for Jon  Weber

Jon Weber

Operating Partner - Special Situations

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14:40 - 15:20

Track 7 | Human capital resiliency: accelerate value creation with flexible talent

Pat Petitti, Katie Czerepak, Mara Edgar, Hakim Ghanem

Talent strategy and management is a key driver of value creation, so how do leading private equity firms approach these topics in challenging markets? This panel discussion will cover:

  • How private equity firms have adapted their talent models in response to macro sentiment changes
  • What kinds of talent models enable flexibility and resiliency
  • The ecosystem of tools and talent strategies that operating partners can use to shape winning playbooks and gain an advantage

Moderator:
Patrick Petitti, Co-Founder, CEO, Catalant Technologies

Panelists:
Katie Czerepak,
Operating Partner and Head of Talent, Bain Capital Tech Opportunities
Mara Edgar,
Managing Director, Human Capital, The Riverside Company
Hakim Ghanem, Director, Portfolio Support Group, Advent International

 

 

A speaker photo for Pat Petitti

Pat Petitti

Co-Founder, CEO, Catalant Technologies

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A speaker photo for Katie Czerepak

Katie Czerepak

Head of Talent, Portfolio Tech Opportunities, Bain Capital

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A speaker photo for Mara Edgar

Mara Edgar

Managing Director, Human Capital, The Riverside Company

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A speaker photo for Hakim Ghanem

Hakim Ghanem

Director, Portfolio Support Group, Advent International

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14:40 - 15:20

Track 8 | Value creation planning: uncovering roadmaps from diligence to execution

Alex Arata, Alessandro Moretti, Michael Song, Jonathan Waggoner, Eric Wilson
  • Timing and key steps to building a successful value-creation plan
  • Bridge alignment on investment/deal thesis into post-close value levers
  • Establish governance and adoption that includes both management and investors
  • Understand challenges to prioritize a roadmap of change, synergies, and initiatives
  • Drive accountability with right-sized metrics and regular Board awareness

Moderator:
Alex Arata, Key Account Executive, Private Equity, Grant Thornton

Panelists:
Alessandro Moretti, Head of Operational Value Creation, Public Investment Fund
Michael Song, Managing Director, Portfolio Operations, Providence Equity Partners
Jonathan Waggoner, Managing Director, Co-Head North America Operations, SVPGlobal
Eric Wilson, Principal, Portfolio Operations, NextGen Growth Partners

A speaker photo for Alex Arata

Alex Arata

Key Account Executive, Private Equity, Grant Thornton

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A speaker photo for Alessandro Moretti

Alessandro Moretti

Head of Operational Value Creation, Public Investment Fund

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A speaker photo for Michael Song

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

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A speaker photo for Jonathan Waggoner

Jonathan Waggoner

Managing Director, Co-Head North America Operations, SVPGlobal

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A speaker photo for Eric Wilson

Eric Wilson

Principal, Portfolio Operations, NextGen Growth Partners

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14:40 - 15:20

Track 9 | Commercial operations excellence: leveraging AI tools to power revenue growth across sales and marketing

Slade Kobran, Travis Cameron, Seckin Ozdamar, Ercan Ucak
  • Identifying and using the right technology to improve sales & marketing efficiency and serve customers more effectively
  • Beyond the theory: operating partners share firsthand uses cases in how to get started and what works in leveraging AI to accelerate revenue growth
  • Observations on the future of sales and marketing in an AI driven world

Moderator:
Slade Kobran, Managing Partner, Private Equity, Chief Outsiders

Panelists:
Travis Cameron,
Operating Partner, Welsh, Carson, Anderson & Stowe
Seckin Ozdamar,
Principal, General Atlantic
Ercan Ucak, Vice President, Cerberus Capital Management

A speaker photo for Slade Kobran

Slade Kobran

Managing Partner, Private Equity, Chief Outsiders

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A speaker photo for Travis Cameron

Travis Cameron

Operating Partner, WCAS

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A speaker photo for Seckin  Ozdamar

Seckin Ozdamar

Principal, General Atlantic

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A speaker photo for Ercan Ucak

Ercan Ucak

Vice President, Cerberus Capital Management

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14:40 - 15:20

Track 10 | Harnessing the power of data science and advanced analytics in value creation

Nick Newby , Vanessa DeGennaro, Tye Howell, Sajjad Jaffer
  • What is the state of your data? How to go about developing a data strategy and data governance? What does good look like and how are you getting good data?
  • Establishing data first playbooks for private equity portfolio operations
  • What is the quantified benefit of the data science being utilized for your portfolio companies? Where is the most value being delivered from data/analytics initiatives for your companies in different phases of the lifecycle?
  • How are you driving more rapid data driven decisions as part of the value creation plan?
  • How are you working with management teams to adopt analytics and data science? Are you working with data scientists? How are your companies evolving toward a data-driven culture to drive tangible results?
  • What are some mistakes/lessons learned that you can share when implementing analytics/data science with portfolio companies?
  • What do you see as the most influential change in data and analytics in the PE value creation space?

Moderator:
Nicholas Newby, Managing Partner, NuView Analytics

Panelists:
Vanessa DeGennaro,
Vice President, BayPine
Tye Howell, Principal, Rubicon Technology Partners
Sajjad Jaffer, Head of Data, Analytics and Machine Learning, GrowthCurve Capital

A speaker photo for Nick Newby

Nick Newby

Managing Partner, NuView Analytics

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A speaker photo for Vanessa DeGennaro

Vanessa DeGennaro

Vice President, BayPine

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A speaker photo for Tye Howell

Tye Howell

Principal, Rubicon Technology Partners

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A speaker photo for Sajjad  Jaffer

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

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FUNCTIONAL BREAKOUT SERIES 3
15:20 - 16:00

Track 11 | 100-day plan expectations vs. reality: comparing short term and long-term objectives and strategies

Lou Brothers, Asheesh Gupta, Bob Isaman, Susan Scutt
  • What is the true value of the first 100 days and what should be prioritized?
  • How do you really achieve long-term success tied to prioritization and activation of initiatives?
  • Does the first 100 days have a big impact on the long-term value creation plan across the full investment lifecycle?
  • Pros and cons: comparing approaches/views in what needs to be accelerated in the first 100 days vs. long term
  • How do your portfolio company management teams view the first 100 days? What works for them and what doesn’t?

Moderator:
Lou Brothers, Private Equity & Corporate M&A Diligence and Operations Transformation, RSM US

Panelists:
Asheesh Gupta, Managing Director, Portfolio Support, Audax Private Equity
Bob Isaman, Chief Operating Partner, Graham Partners
Susan Scutt, Managing Director, Operating Directors and Entrepreneurial Governance, Partners Group

A speaker photo for Lou Brothers

Lou Brothers

Private Equity & Corporate M&A Diligence and Operations Transformation, RSM US

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Asheesh Gupta

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

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A speaker photo for Bob Isaman

Bob Isaman

Chief Operating Partner, Graham Partners

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A speaker photo for Susan Scutt

Susan Scutt

Managing Director, Operating Directors & Entrepreneurial Governance, Partners Group

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15:20 - 16:00

Track 12 | Financial operations to optimize performance in uncertain times

Damon Kade, David Italiano , Javier Justiniano, Zain Kaj , Kathleen Reilly
  • Shifting priorities of funds, portfolio companies, operating partners, and management teams in the current climate
  • Implications for investment theses, value realization, and actions required during the hold period
  • Enhanced importance of financial visibility for strategic decision making and challenges surrounding achievement

Moderator:
Damon Kade, Managing Director, Riveron Consulting

Panelists:
David Italiano,
Senior Associate, Portfolio Excellence, Paine Schwartz Partners
Javier Justiniano,
Principal, KKR Capstone
Zain Kaj, Executive, Field Operations, TPG
Kathleen Reilly,
Director, The Catalyst Group, Incline Equity Partners

A speaker photo for Damon Kade

Damon Kade

Managing Director, Riveron Consulting

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A speaker photo for David  Italiano

David Italiano

Senior Associate, Portfolio Excellence Platform, Paine Schwartz Partners

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A speaker photo for Javier Justiniano

Javier Justiniano

Principal, KKR Capstone

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A speaker photo for Zain Kaj

Zain Kaj

Senior Advisor, TPG Capital

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A speaker photo for Kathleen  Reilly

Kathleen Reilly

Director, Catalyst, Incline Equity Partners

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15:20 - 16:00

Track 13 | Tech value creation roadmaps across the investment lifecycle

Joe Zappala, Alex Bello, Steve Mayotte, Lee McCabe , Brit Yonge
  • Operating partners share strategic IT roadmaps in pre-acquisition, 100 days, hold, and exit
  • Finding gaps and synergies to achieve alignment on IT execution
  • What tech levers do you pull at specific stages of the investment lifecycle?
  • In what ways does your tech strategy shift, or evolve over the course of the hold period?
  • Thinking big picture, while digitizing and delivering value along the way

Moderator:
Joe Zappala, Vice President of Business Development, RKON

Panelists:
Alex Bello, Director, Product and Technology Strategy, EQT Group
Steve Mayotte, Operating Partner, Technology Enablement, New State Capital Partners
Lee McCabe, Operating Partner, AEA Investors
Brit Yonge, Operating Partner, Corsair Capital

A speaker photo for Joe Zappala

Joe Zappala

Vice President of Business Development, RKON

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A speaker photo for Alex Bello

Alex Bello

Director, Product and Technology Strategy, EQT Group

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A speaker photo for Steve Mayotte

Steve Mayotte

Operating Partner, Technology Enablement, New State Capital Partners

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A speaker photo for Lee McCabe

Lee McCabe

Operating Partner, AEA Investors

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A speaker photo for Brit Yonge

Brit Yonge

Operating Partner, Corsair Capital

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15:20 - 16:00

Track 14 | Driving revenue with data: unlocking the power of data monetization

Brad Ptasienski , Patrick Donegan, Chris Satchell , Shivani Tejuja
  • Defining data monetization: understand the concept and significance of data monetization in today’s business landscape
  • Valuing your data and identifying the EBIDTA impact: discover methods to assess the true value of your data and its potential impact on earnings
  • From business case to building data products: learn from experiences and expertise as we share insights on transforming data into innovative and profitable products
  • Lessons learned: benefit from real-world lessons and best practices gathered from successful data monetization endeavors
  • Case studies and examples across industries: explore case studies and practical examples from diverse industries that have successfully monetized their data

Moderator:
Brad Ptasienski, Senior Partner, West Monroe

Panelists:
Patrick Donegan, Senior Managing Director, Sales Excellence, The Riverside Company
Regina Penn, Senior Vice President, Digital Strategy and Innovation, Warburg Pincus
Chris Satchell, Managing Director Technology and Digital, Clayton Dubilier & Rice
Shivani Tejuja, Advisory Director, Charlesbank Capital Partners

A speaker photo for Brad Ptasienski

Brad Ptasienski

Senior Partner – Technology (Data and Analytics Leader), West Monroe Partners

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A speaker photo for Patrick Donegan

Patrick Donegan

Senior Managing Director, Sales Excellence, The Riverside Company

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A speaker photo for Chris  Satchell

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

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A speaker photo for Shivani Tejuja

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

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15:20 - 16:00

Track 15 | Human capital strategies across the entire investment lifecycle

Jan Jamrich, Courtney Hagen, John Knapp, Kate Migliaro, Karina Sobieski
  • Playbooks in developing human capital strategies throughout the various stages
  • When, how, and to what extent do talent partners get involved in the lifecycle
  • Pre-deal best practices and talent due diligence: operating partner lessons learned
  • Team alignment on strategic direction to execute the investment thesis
  • How to think about creating value through human capital in the first 100 days
  • Operating during the hold period in the current market
  • Talent management best practices for the exit
  • Comparing differences and approaches in sectors and industries

Moderator:
Jan Jamrich, CEO and Founder, Entromy

Panelists:
Courtney Hagen, Chief Talent Officer, Littlejohn & Co.
John Knapp, Operating Director, Portfolio Talent, Berkshire Partners
Kate Migliaro, Global Head of Portfolio Talent, Searchlight Capital Partners
Karina Sobieski, Co-Head, Portfolio Human Capital Practice, Advent International

A speaker photo for Jan Jamrich

Jan Jamrich

CEO and Founder, Entromy

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A speaker photo for Courtney Hagen

Courtney Hagen

Chief Talent Officer, Littlejohn & Co.

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A speaker photo for John Knapp

John Knapp

Operating Director, Talent, Berkshire Partners

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A speaker photo for Kate Migliaro

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

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A speaker photo for Karina Sobieski

Karina Sobieski

Co-head, Portfolio Human Capital Practice, Advent International

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FUNCTIONAL BREAKOUT SERIES 4
16:00 - 16:40

Track 16 | CFO perspectives: what does an impactful alliance with PE look like?

Tony Esposito, Iser Cukierman, Shane Kern, Jim Murphy
  • CFO-PE dynamics, initiatives, and engagement models
  • How can operating partners earn your trust and support? What does a productive CFO-OP relationship look like?
  • As CFOs, where do you need the most help? How can PE best support portco CFOs to drive initiatives?
  • How can PE best partner with CFOs during current times?
  • How is the role of the portco CFO changing and how does that impact the partnership?
  • Challenges, opportunities, and frictions: dos and don’ts across the value creation journey

Moderator:
Tony Esposito, Director, Private Equity and Venture Capital, Consero Global

Panelists:
Jason Comer,
Chief Financial Officer, Health Recovery Solutions
Iser Cukierman, Former Chief Financial Officer, Hero Digital
Shane Kern,
Managing Director, Operational Performance, Erie Street Growth Partners
Jim Murphy, Senior Managing Director, Value Creation, LLR Partners

A speaker photo for Tony Esposito

Tony Esposito

Director, Private Equity and Venture Capital, Consero Global

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A speaker photo for Iser Cukierman

Iser Cukierman

Former Chief Financial Officer, Hero Digital

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A speaker photo for Shane Kern

Shane Kern

Managing Director, Operational Performance, Erie Street Growth Partners

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A speaker photo for Jim Murphy

Jim Murphy

Senior Managing Director, Value Creation, LLR Partners

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16:00 - 16:40

Track 17 | People, processes, & technology: value creation for the first 12 months and beyond

Doug Schrock, Lisa Baldwin, Daniel Goetz, Andrea Peiro
  • Building a foundation for growth in year one through investments in people, processes, and technology
  • Leveraging digital transformation in the first phase of the lifecycle as a foundation for accelerating growth
  • Working with management teams to execute identified performance improvement initiatives
  • Prioritizing investments in foundational systems such as ERP with innovative applications such as mobile apps and generative AI

Moderator:
Doug Schrock, Principal, Advisory Services, Crowe

Panelists:
Lisa Baldwin, Managing Director, Elliott Management Corporation
Daniel Goetz, Managing Director – Value Creation, Siris Capital
Andrea Peiro, Operating Principal, Clayton, Dubilier & Rice

A speaker photo for Doug  Schrock

Doug Schrock

Principal, Advisory Services, Crowe

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A speaker photo for Lisa Baldwin

Lisa Baldwin

Managing Director, Elliott Management Corporation

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A speaker photo for Daniel Goetz

Daniel Goetz

Managing Director – Value Creation, Siris Capital

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A speaker photo for Andrea Peiro

Andrea Peiro

Operating Principal, Clayton, Dubilier and Rice

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16:00 - 16:40

Track 18 | Value creation for the exit: operating partner perspectives

Alistair Lester, Brian Barnum, Pamela Hendrickson, Raz Khan, Drew Scielzo
  • Developing strategic exit plans: at what stage do you define the exit?
  • Portfolio company risk management and resource allocation strategies for exit readiness
  • Understanding what must be done in the final year pre exit: how operating partners think about risk mitigation, cost in preparation for a sale, driving value, and making sure the nuts and bolts are effective and efficient
  • How is the current environment affecting the exit phase?
  • Preparing and showcasing your companies for exit with sound business processes, intelligent data, transparency, and functional management teams

Moderator:
Alistair Lester, Global Co-CEO of M&A and Transaction Solutions, Aon

Panelists:
Brian Barnum, Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital
Pamela Hendrickson, Vice Chairman, The Riverside Company
Raz Khan, Principal, Permira
Drew Scielzo, Operating Partner, ACON Investments

A speaker photo for Alistair Lester

Alistair Lester

Global Co-CEO of M&A and Transaction Solutions, Aon

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A speaker photo for Brian Barnum

Brian Barnum

Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital

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Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

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A speaker photo for Raz Khan

Raz Khan

Principal, Permira

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A speaker photo for Drew Scielzo

Drew Scielzo

Operating Partner, ACON Investments

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16:00 - 16:40

Track 19 | Building a successful PE portfolio-wide cyber program: a practitioner's perspective

Akshay Grover, Rich Adduci , Benjamin Eason, Amar Ghai, Adam Mattina, Benny Melumad
  • Why is there a need for a portfolio wide cyber program?
  • Where does one start? How to build a portfolio-wide cyber program?
  • What are the success criteria for portfolio-wide cyber programs? What to avoid?
  • How do you effectively communicate cyber impact to the boards?
  • How can PE backed companies use their cyber program as a strategic lever? How can it enable digital transformation and EBITDA improvement?

Moderator:
Akshay Grover, Global Private Equity Practice Lead, Zscaler

Panelists:
Rich Adduci, Operating Executive, Berkshire Partners
Benjamin Eason, Managing Director, Cyber, Apollo Global Management
Amar Ghai, Head of Digital Value Creation (Americas), KKR
Adam Mattina, Managing Director and Deputy CISO, Blackstone
Benny Melumad, Managing Director, Digital Strategy and Innovation, Warburg Pincus

A speaker photo for Akshay Grover

Akshay Grover

Global Private Equity Practice Lead, Zscaler

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A speaker photo for Rich Adduci

Rich Adduci

Operating Executive, Berkshire Partners

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A speaker photo for Benjamin Eason

Benjamin Eason

Managing Director, Apollo Global Management

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A speaker photo for Amar Ghai

Amar Ghai

Head of Digital Value Creation (Americas), KKR

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A speaker photo for Adam Mattina

Adam Mattina

Managing Director and Deputy CISO, Blackstone

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A speaker photo for Benny Melumad

Benny Melumad

Managing Director, Digital Strategy and Innovation, Warburg Pincus

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16:00 - 16:40

Track 20 | Innovative commercial & revenue growth strategies for operating partners

David Reid, Megan Galvin, Mujteba Haidri, George Mashini, Kush Tulsidas
  • Proposition development – how to expand your TAM by entering new segments
  • Discussion around the trend towards vendor consolidation
  • How to move from a “product strategy” to a “portfolio strategy”
  • The role of packaging strategy in segment expansion
  • How to expand into adjacent segments through product development
  • How to develop the product roadmap

Moderator:
David Reid, Senior Managing Director, Teneo

Panelists:
Megan Galvin, Senior Operating Partner, Revenue, New State Capital Partners
Mujteba Haidri, Operating Partner, Blue Point Capital Partners
George Mashini, Operating Partner, Welsh, Carson, Anderson & Stowe
Kush Tulsidas, Operating Partner, One Rock Capital Partners

A speaker photo for David Reid

David Reid

Senior Managing Director, Teneo

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A speaker photo for Megan Galvin

Megan Galvin

Senior Operating Partner, Revenue, New State Capital Partners

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A speaker photo for Mujteba Haidri

Mujteba Haidri

Operating Partner, Blue Point Capital

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A speaker photo for George Mashini

George Mashini

Operating Partner, Welsh, Carson, Anderson & Stowe

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A speaker photo for Kush  Tulsidas

Kush Tulsidas

Operating Partner, One Rock Capital Partners

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16:40 - 17:00

Networking coffee break

INTERACTIVE WORKING GROUP SERIES 2
17:00 - 17:40

Interactive Working Group 6 (for operating partners only) | Taking a deeper dive into the metrics that matter

Angela Cinefro, Elliot Fuhr

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators.

Join experts for a conversation on leading practices for managing portco performance, including differentiating key measures from noise; what you may be missing by only looking at lagging indicators; common pitfalls in rolling up results; leveraging automation; discerning what the metrics are really showing; and measuring levers for action. Operating partners will leave the discussion with insights on approaching financial, operational, risk, governance and talent measurement and reporting tactics to get a true picture of performance that will guide your portco team to actions that achieve growth goals and your investment thesis.

Facilitators:
Angela Cinefro, President and Co-Head of Transformation, Talent & Transactions, Ankura
Elliot Fuhr, Senior Managing Director, Co-Head of Transformation, Talent & Transactions, Ankura

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Angela Cinefro

President and Co-Head of Transformation, Talent & Transactions, Ankura Consulting Group

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A speaker photo for Elliot Fuhr

Elliot Fuhr

Senior Managing Director & Co-Head of Transformation, Talent & Transactions, Ankura Consulting Group

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17:00 - 17:40

Interactive Working Group 7 (for operating partners only) | Procurement value creation from due diligence to the first 100 days

Noah Adair , Chris Duchene

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Sharing best practices to identify/mitigate hidden supply chain risks in due diligence
  • Utilizing data effectively in due diligence for procurement roadmaps and implementation planning
  • Navigating procurement’s role in due diligence and 100-day plans – prioritizing amidst competing levers, change management, etc.
  • Discussing effective strategies for accelerating procurement/supply chain value in the first 100-days post close
  • Exploring operating partners’ priorities beyond cost optimization – what’s shifting and why

Facilitators:
Noah Adair, Founder and CEO, Adair & Company
Chris Duchene, Managing Partner, Adair & Company

A speaker photo for Noah  Adair

Noah Adair

Founder and CEO, Adair and Company

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A speaker photo for Chris  Duchene

Chris Duchene

President, Adair and Company

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17:00 - 17:40

Interactive Working Group 8 (for operating partners only) | Tech execution workshop: working with portfolio management teams to deliver tech transformations

Abhay Chaturvedi, Ajaykumar Kutty

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Best ways to convince portfolio management teams on how to leverage tech transformations to accelerate outcomes
  • What has happened in the last 12 months and what comes next in terms of working with management teams to implement new technologies
  • Reducing the cost of speed in driving transformations: how best to add value while reducing your pain points
  • How is the C-suite evolving to deliver transformations?
  • Managing frictions, objections, and growth expectations with your management teams

Facilitators:
Abhay Chaturvedi, Executive Vice President, Tech Verticals, HCLTech
Ajaykumar Kutty, Technology Operating Principal, KKR Capstone

A speaker photo for Abhay Chaturvedi

Abhay Chaturvedi

Executive Vice President, Tech Verticals, HCLTech

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A speaker photo for Ajaykumar Kutty

Ajaykumar Kutty

Technology Operating Principal, KKR

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17:00 - 17:40

Interactive Working Group 9 (for operating partners only) | The future of work: war for global tech talents, digitization, and key trends

Ben Cao

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Winning the war for tech talent: leveling up tech know-how in today’s market
  • Uncovering best practices as it relates to tech talent and tech solutions for global talent across different stages
  • Access and strategy to top tech talents outside of the US
  • Building/accelerating software solutions in house vs. outsourcing; what are the tradeoffs?
  • Can outsourced employees be made into full time roles? What can be leveraged in outsourced relationships?
  • Do you currently have a hybrid model, and will that be sustainable?
  • What newly created digital roles have you created at your companies? What tech skill sets will be required in the digital future?
  • How will AI and emerging technologies affect the future of work?

Facilitator:
Ben Cao, Technology Advisor, Seacoast Capital and Vice President, Head of PE & VC, Symphony

A speaker photo for Ben Cao

Ben Cao

Technology Advisor, Seacoast Capital and Vice President, Head of PE & VC, Symphony

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17:00 - 17:40

Interactive Working Group 10 (for operating partners only) | Optimizing your sales & revenue growth strategy in the current economy

Bruce Chesebrough

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • What are the most effective sales, GTM, and revenue growth levers in the current economy?
  • Lessons learned from current and previous downturns: what works and what doesn’t?
  • What does a capital efficient growth strategy look like and how do you drive sustainable and recurring revenues in this environment?
  • What are the biggest opportunities in looking at what comes next in 2024 and how should you position your sales strategy to be ready for it?
  • Sharing playbooks across companies in different stages: what are key similarities and differences across industry sectors?

Facilitator:
Bruce Chesebrough, Operating Partner, New Mountain Capital

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Bruce Chesebrough

Operating Partner, New Mountain Capital

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17:40 - 18:40

End of day one and networking cocktail reception

Hosted by:

Stout Risius Ross - Wikipedia

Agenda

Day 2 - Wednesday 18th

07:45 - 08:30

Registration and breakfast

Breakfast hosted by:

Registration hosted by:

                

07:45 - 08:30

Breakfast deep dive discussion (invitation-only for operating partners) — A spotlight on social and governance in your ESG playbooks

Ted Bililies, Joanne Taylor
  • How are E, S, and G aligned and interlocked?
  • What are the most important social issues that your companies face?
  • How to develop a planful, deliberate, and mindful approach to prioritizing DE&I initiatives
  • How important are equity, inclusion, and belonging practices to attract, develop, and retain employees?
  • How are you thinking about social and governance planning and roadmaps in the due diligence and post deal phase?
  • What are the top areas of concern with your portcos’ governance?
  • How are you thinking about quality of the board leadership and composition?
  • How do you view the role of the CEO in driving social and governance initiatives?
  • How are you utilizing social and governance metrics for improvement?
  • How are you looking at the long-term goals of your investment in ESG initiatives?

Hosted by:

Facilitators:
Ted Bililies, Partner and Managing Director, AlixPartners
Joanne Taylor, Partner and Managing Director, AlixPartners

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

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Joanne Taylor

Partner and Managing Director, AlixPartners

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THINK TANK SERIES 2
08:30 - 09:20

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

Zaid Nesheiwat , Chris Tanner, Russell Findlay, John Sander, Prital Kadakia, Aaron Miller

These closed-door discussions will allow you to learn and share best practices of successful operating partners. The think tanks 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 rooms:

Room 1 Emerging Operating Partners (1-2 years in PE) Facilitators:
Zaid Nesheiwat, Vice President, Portfolio Operations, ORIX Capital Partners
Chris Tanner, Vice President, Portfolio Operations, Kelso & Company

Room 2 Advanced Operating Partners
Facilitators:
Russell Findlay,
Operating Partner, H.I.G. Capital
John Sander, Principal, Portfolio Solutions, Lightyear Capital

Room 3 Heads of Portfolio Operations: Team Leaders Think Tank
Facilitators:
Prital Kadakia,
Partner and Head, Portfolio Operations Team, Serent Capital
Aaron Miller, Partner, Head of Apollo Portfolio Performance Solutions, Apollo Global Management

A speaker photo for Zaid Nesheiwat

Zaid Nesheiwat

Vice President, Portfolio Operations, ORIX Capital Partners

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A speaker photo for Chris Tanner

Chris Tanner

Vice President, Portfolio Operations, Kelso and Company

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A speaker photo for Russell Findlay

Russell Findlay

Operating Partner, H.I.G. Capital

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A speaker photo for John Sander

John Sander

Principal, Portfolio Solutions, Lightyear Capital

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A speaker photo for Prital Kadakia

Prital Kadakia

Partner, Serent Capital

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A speaker photo for Aaron Miller

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

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09:20 - 09:30

Chairman’s welcome

Tim Sanders

Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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PLENARY SESSIONS
09:30 - 10:10

Economic predictions for PE: functional specialist playbooks moving into 2024

Sean Mooney, Sebastien Bilodeau, David Feierstein, Melissa Mounce, Nick Winter

An economic and macro outlook will be revealed in looking at how it will shape and influence PE strategies across functions. How are operating partners currently navigating the waters and what are the biggest barriers in this climate? What comes next, where is the economy going and how are you thinking about it as an operating partner? Our panel will explore the next chapter of specialist playbooks:

  • Value creation in the current economy focusing on key functional and cross-functional initiatives
  • How operating partners in different functions work best with management teams in the current economy
  • Looking at what happens next year as we enter a presidential election year: how are you positioned to pull the right levers moving forward?
  • Turning risk into opportunity: what are the biggest challenges and opportunities across functions in looking at 2024?

Moderator:
Sean Mooney, Founder and CEO, BluWave

Panelists:
Sebastien Bilodeau, President, Cerberus Technology Solutions, Cerberus Capital Management
David Feierstein, Managing Partner, Ronin Equity Partners
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR
Nick Winter, Managing Director, Head of North America Portfolio Operations, Värde Partners

 

A speaker photo for Sean Mooney

Sean Mooney

Founder and CEO, BluWave

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A speaker photo for Sebastien Bilodeau

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

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A speaker photo for David Feierstein

David Feierstein

Managing Partner, Ronin Equity Partners

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A speaker photo for Melissa Mounce

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

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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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10:10 - 10:50

Comparing operating partner models: an inside look across private equity

Nick Maglaris, Jim Coleman, Jeff Goodman, Bob Isaman, Susan Scutt
  • What are the most significant operating model differences across different PE firm sizes?
  • What are key differences when it comes to sizes of the deals and post deal execution?
  • What are the main similarities across firms in looking at different sizes of operating models?
  • How is the operating model different/unique specifically at your firm?
  • Comparing horizontal/functional models vs. industry sector/vertical models vs. hybrid
  • How will value creation models evolve and change in future in looking at different PE firms?

Moderator:
Nick Maglaris, Vice President – Midmarket Strategic Initiatives, SAP

Panelists:
Jim Coleman, Operating Partner, AEA Investors
Jeffrey Goodman, Senior Operating Partner, The Riverside Company
Bob Isaman, Chief Operating Partner, Graham Partners
Susan Scutt, Managing Director, Operating Directors and Entrepreneurial Governance, Partners Group

 

A speaker photo for Nick Maglaris

Nick Maglaris

Vice President - Midmarket Strategic Initiatives, SAP

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Jim Coleman

Operating Partner, AEA Investors

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A speaker photo for Jeff Goodman

Jeff Goodman

Senior Operating Partner, The Riverside Company

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Bob Isaman

Chief Operating Partner, Graham Partners

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A speaker photo for Susan Scutt

Susan Scutt

Managing Director, Operating Directors & Entrepreneurial Governance, Partners Group

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10:50 - 11:10

Networking break

PLENARY SESSIONS
11:10 - 11:50

Applying Gen AI as a key value creation element in the new PE landscape

Ganesh Bell, Sajjad Jaffer, Raj Kushwaha
  • Sharing specific references and use cases of Gen AI for your portfolio companies and what comes next
  • Looking at Gen AI through the data lens: focusing on a comprehensive data strategy before moving into Gen AI optimization for your business
  • How will Gen AI fundamentally change the PE value creation landscape? What are the real risks and opportunities?
  • Delivering Gen AI across different functions and capabilities

Moderator:
Kurt Gilman, Private Equity Solutions Architecture Leader, Amazon Web Services (AWS)

Panelists:
Ganesh Bell,
Managing Director, Insight Partners
Sajjad Jaffer, Head of Data, Analytics and Machine Learning, GrowthCurve Capital
Raj Kushwaha, Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus

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Ganesh Bell

Managing Director, Insight Partners

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A speaker photo for Sajjad  Jaffer

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

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Raj Kushwaha

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

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11:50 - 12:30

Heads of portfolio operations viewpoints: understanding what your value creation team leaders need from you

Amy Daly, Richard Elder, Jim Howland, Rachel Spasser
  • Understanding what it’s like being an operating team leader and what the future holds
  • Comparing team sizes: how large is your team? How much have you grown in recent years?
  • How do you build, structure, and assemble an operating group/team? What parameters do you use?
  • What type of backgrounds and skill sets do you look for in bringing operating members onboard? How is the current environment shaping how you are structuring your team?
  • What makes a great operating partner? What do you value most in your operating team?
  • Sharing best practices in managing an operating team across the investment lifecycle
  • How will your team grow and evolve over the next few years? How are you looking at the next generation of operating partners to come?

Moderator:
Amy Daly, Americas Private Equity Consulting Leader, EY

Panelists:
Richard Elder, Managing Director, Head of Global Portfolio Solutions, The Carlyle Group
Jim Howland, Managing Director, Head of Portfolio Operations, Morgan Stanley Capital Partners
Rachel Spasser, Managing Director, Head, Accel-KKR Consulting Group, Accel-KKR 

A speaker photo for Amy Daly

Amy Daly

Americas Private Equity Consulting Leader, Ernst & Young

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A speaker photo for Richard Elder

Richard Elder

Partner and Managing Director, Head of Global Portfolio Solutions, The Carlyle Group

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A speaker photo for Jim Howland

Jim Howland

Managing Director, Morgan Stanley Capital Partners

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Rachel Spasser

Managing Director, Head, Accel-KKR Consulting Group, Accel-KKR

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INTERACTIVE WORKING GROUP SERIES 3
12:30 - 13:10

Interactive Working Group 11 (for operating partners only) | ESG action and sustainability roadmaps for your supply chains

Jose Oliveira

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Building your reputation in moving towards more sustainable supply chain and procurement across the investment lifecycle
  • Delivering on ESG carbon targets: mobilizing your supply chain to open up to more carbon friendly suppliers
  • Taking action: overcoming challenges to execute your energy efficient strategy
  • Building tools and adopting technologies to create a more sustainable supply chain
  • Comparing solutions for managing emissions throughout the supply chain across portfolio companies
  • Showcasing relevant and attainable metrics: measuring and managing progress against ESG targets and improvements; ESG reporting and data in supplier diversity
  • Achieving supply chain sustainability and resiliency while reducing costs in an unpredictable global environment

Facilitators:
Ben Lambert, Principal, Efficio
Jose Oliveira, Vice President, Efficio

A speaker photo for Jose Oliveira

Jose Oliveira

Vice President, Efficio

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12:30 - 13:10

Interactive Working Group 12 (for operating partners only) | The future of digital and tech operating partner models

Nate Barnes, Anish Sharan

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • What will the future of digital and tech operating partner teams look like in an increasingly digital world? What does great look like today and what will it look like in future?
  • How has it rapidly evolved over the last 18 months and how will it continue to evolve?
  • How will AI and other key emerging technologies affect the future role of the digital operating partner?
  • Best practices in building out tech operating teams in looking at structures, staffing, and the overall digital value creation ecosystem
  • Dissecting how tech operating partners have an even greater impact across other functions at your companies now and in future

Facilitators:
Nate Barnes, US Deals Chief Data Scientist, PwC
Anish Sharan, Head of Digital Transformation, Pritzker Private Capital

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Nate Barnes

US Deals Chief Data Scientist, PwC

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Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

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12:30 - 13:10

Interactive Working Group 13 (for operating partners only) | Accelerating 100-day finance value creation plans

Joe April, Ryan Comes, Mauricio Sanchez

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Reporting and FP&A optimization in the first 100 days to accelerate cross-functional, forward-looking decisions
  • How CFOs and finance leaders establish actionable roadmaps in conjunction with operating partner guidance to drive efficiency, scale, and growth
  • Comparing PE finance operating partner models and functions in delivering post close transformations

Facilitators:
Joe April,
Senior Operating Partner, Finance, Graham Partners
Ryan Comes, Partner, Private Equity, CrossCountry Consulting
Mauricio Sanchez, Managing Director, Portfolio Office of the CFO, Audax Private Equity

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Joe April

Senior Operating Partner, Finance, Graham Partners

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Ryan Comes

Partner, Private Equity, CrossCountry Consulting

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Mauricio Sanchez

Managing Director, Portfolio Office of the CFO, Audax Private Equity

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12:30 - 13:10

Interactive Working Group 14 (for operating partners only) | Advanced strategies in talent recruitment, retention, and development

Steven Berman, Matthew Goldstein

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Optimization in recruiting: advanced strategies in talent search and acquisition
  • What is your greatest challenge when it comes to recruiting in this environment?
  • Assessing and matching leaders/talent to the current environment
  • How has the remote/hybrid world impacted your hiring plans?
  • What are you doing when it comes to retention: what works and what doesn’t
  • How to spot and develop high-potential talent in your organizations

Facilitators:
Steven Berman, Executive Search Director, Accel-KKR
Matthew Goldstein, Managing Director, True Search

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Steven Berman

Executive Search Director, Accel-KKR

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Matthew Goldstein

Managing Director, Private Equity, True Search

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12:30 - 13:10

Interactive Working Group 15 (for operating partners only) | The role of the operating partner in the due diligence phase

Richard Chen

This session designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Looking at how and why operating partners should play a greater role in due diligence
  • Uncovering key areas of focus across functional areas in diligence
  • How are operating partners investing time and resources in the due diligence phase?
  • Sharing operating partner dos and don’ts in diligence
  • How is your due diligence playbook changing in the current economic environment?
  • How does the due diligence phase impact your value creation journey and the entire lifecycle?
  • How do you approach pre-deal assessments of the leadership team to rapidly achieve the value creation plan

Facilitators:
Richard Chen, Principal, US Private Equity Lead, Strategy, KPMG LLP
Paul de Janosi, Managing Director, US Private Equity, Strategy, KPMG LLP

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Richard Chen

Principal, U.S. Private Equity Lead, Strategy, KPMG LLP

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13:10 - 14:00

Networking lunch

Hosted by:

13:10 - 14:00

Technology and digital operating partners cybersecurity lunch discussion (invitation-only for operating partners)

Bill Cornog, Clark O’Niell

This closed-door deep dive lunch discussion solely for tech operating partners will explore key strategies in cybersecurity and digital value creation to protect and enhance value.

Facilitators:
Bill Cornog, Senior Advisor, Principal Investors and Private Equity, Boston Consulting Group (BCG)
Clark O’Niell, Managing Director and Partner, Boston Consulting Group (BCG)

Hosted by:

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Bill Cornog

Senior Advisor, Principal Investors and Private Equity, Boston Consulting Group (BCG)

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Clark O’Niell

Managing Director and Partner, BCG

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FUNCTIONAL BREAKOUT SERIES 5
14:00 - 14:40

Track 21 | The challenges operating partners face in tracking value creation

Amy Newlan, Casey Myers, Steven Siwinski, David Venker
  • Tracking value creation throughout the investment lifecycle: measuring impact for operating partners, deal teams, investors, and stakeholders
  • Understanding how operating partner performance is measured/tracked and incentivized/compensated effectively
  • Defining and measuring your progress to achieve better alignment and reduce frictions with deal teams and management teams
  • Articulating, showcasing, and attributing outcomes: sharing strategies that have worked
  • Utilizing transparent portfolio performance management to ensure the right levers are being pulled across functional areas

Moderator:
Amy Newlan, Senior Vice President, Head of Client Development, Maestro

Panelists:
Casey Myers,
Partner, Edison Edge, Edison Partners
Dave Richards, Managing Director – Co-Head US Operating Team, Strategic Value Partners
Steven Siwinski,
Operating Principal, Accel-KKR
David Venker, Vice President of Portfolio Operations, HCI Equity Partners

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Amy Newlan

Senior Vice President, Head of Client Development, Maestro

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A speaker photo for Casey Myers

Casey Myers

Partner, Edison Edge, Edison Partners

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A speaker photo for Steven Siwinski

Steven Siwinski

Operating Principal, Accel-KKR

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A speaker photo for David  Venker

David Venker

Vice President of Portfolio Operations, HCI Equity Partners

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14:00 - 14:40

Track 22 | Aligning with PE to deliver supply chain and procurement transformations

Chirag Shah, Adam Cummins, Curt Miller, Jana Wayne
  • Showcasing portco case studies of procurement transformation
  • PE-CPO/Chief Supply Chain Officer alignment, engagement, and dynamics to deliver transformation
  • Working with PE in the current environment: advanced strategies for supply chain and procurement resiliency
  • Advances in AI and ML to transform spend data into actionable items across portfolios

Moderator:
Chirag Shah, Executive Chairman, Simfoni

Panelists:
Adam Cummins, Principal, Director of Portfolio Procurement, The Carlyle Group
Curt Miller, Operations Consultant, Littlejohn & Co.
Jana Wayne, Head of Procurement, Hunter Point Capital

A speaker photo for Chirag Shah

Chirag Shah

Executive Chairman, Simfoni

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A speaker photo for Adam Cummins

Adam Cummins

Principal, Director of Portfolio Procurement, The Carlyle Group

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A speaker photo for Curt Miller

Curt Miller

Operations Consultant, Littlejohn & Co.

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A speaker photo for Jana  Wayne

Jana Wayne

Head of Procurement, Hunter Point Capital

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14:00 - 14:40

Track 23 | Tech value creation playbooks in the current economy

Ravi Narayanan, Raj Kushwaha, Ajaykumar Kutty, Souvick Paul, Carsten Weber
  • What does your tech scorecard look like in a downturn? How is your tech value creation playbook changing/evolving in the current economic climate?
  • IT cost optimization and bringing down your tech debt with better processes and new technologies
  • What can tech and tech operations do to protect EBITDA? What measures and initiatives are most effective? How can tech drive more efficiency across functions in your companies?
  • Sharing tech war stories in the current downturn as well as previous downturns to maximize value in the years to come

Moderator:
Ravi Narayanan, Americas Head, Strategic Engagement, Wipro

Panelists:
Raj Kushwaha,
Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus
Ajaykumar Kutty,
Technology Operating Principal, KKR Capstone
Souvick Paul, Vice President, Private Equity, Brookfield Asset Management
Carsten Weber, Technology Director, The Sterling Group

A speaker photo for Ravi Narayanan

Ravi Narayanan

Head Americas, Market Development, Wipro

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Raj Kushwaha

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

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A speaker photo for Ajaykumar Kutty

Ajaykumar Kutty

Technology Operating Principal, KKR

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Souvick Paul

Souvick Paul

Vice President, Private Equity, Brookfield Asset Management

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Carsten Weber

Technology Director, The Sterling Group

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14:00 - 14:40

Track 24 | Driving ESG as a key part of the value creation plan

Arthy Kumar, Allison Gosselin , Monika Nachyla, Carletta Ooton, Scott Phillips
  • Practical ESG integration programs across your portfolio companies
  • ESG reporting and requirements: how are ESG based KPIs/metrics being used effectively?
  • What are LPs looking for?
  • Leading your businesses to carbon neutrality
  • ESG due diligence, planning, and roadmaps
  • Evaluating ESG risks and opportunities: how is ESG influencing the investment thesis?
  • Driving ESG and engaging with all key stakeholders across the investment lifecycle

Moderator:
Arthy Kumar, Industry Principal, Workiva

Panelists:
Allison Hernandez Gosselin,
Director, Environmental Social & Governance, Graham Partners
Monika Nachyla, Partner, Abris Capital Partners
Carletta Ooton, Head of ESG – Operating Partner, Apollo Global Management
Scott Phillips, Managing Director, Portfolio Operations, ORIX Capital Partners

A speaker photo for Arthy Kumar

Arthy Kumar

Industry Principal, Workiva

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A speaker photo for Allison Gosselin

Allison Gosselin

Director, Environmental, Social and Governance, Graham Partners

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A speaker photo for Monika Nachyla

Monika Nachyla

Partner, Abris Capital Partners

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A speaker photo for Carletta Ooton

Carletta Ooton

Head of ESG - Operating Partner, Apollo Global Management

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A speaker photo for Scott Phillips

Scott Phillips

Managing Director, Portfolio Operations, ORIX Capital Partners

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FUNCTIONAL BREAKOUT SERIES 6
14:40 - 15:20

Track 25 | Comparing digital and tech operating partner models

Rohini Williams, Cory Eaves, Amar Ghai, Kevin Jones, Andy Pickens
  • Discussing the breadth and depth of your roles as digital/tech operating partners today and what the role/model will look like in future
  • Sharing how tech operating partners drive value creation by comparing models, networks, teams, structures, and technologies
  • How can you improve your value creation process in looking at the overall ecosystem?

Moderator:
Rohini Williams, Global Head – Private Equity, Infosys

Panelists:
Cory Eaves,
Partner, Head of Portfolio Operations, BayPine
Amar Ghai, Head of Digital Value Creation (Americas), KKR
Kevin Jones, Principal, The Catalyst Group, Incline Equity Partners
Andy Pickens, Managing Director, Apollo Portfolio Performance Solutions

A speaker photo for Rohini Williams

Rohini Williams

Global Head of Private Equity, Infosys

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A speaker photo for Cory Eaves

Cory Eaves

Operating Partner, General Atlantic

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A speaker photo for Amar Ghai

Amar Ghai

Head of Digital Value Creation (Americas), KKR

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A speaker photo for Kevin Jones

Kevin Jones

Principal, Incline Equity Partners

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A speaker photo for Andy Pickens

Andy Pickens

Managing Director, Apollo Portfolio Performance Solutions

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14:40 - 15:20

Track 26 | Value creation for industrial/manufacturing businesses: keys to success

Kevin Hauser, Benjamin Humphreys, Ori Ben-Moshe , Ken Weaver
  • Uncovering ops heavy, horizontal oriented, macroeconomic trends in industrials
  • Sharing best practices and firsthand execution strategies for operations transformation within the sector
  • Applying AI to create value in industrial/manufacturing businesses

Moderator:
Kevin Hauser, Partner, Oliver Wyman

Panelists:
Benjamin Humphreys,
Senior Operating Executive, Monomoy Capital Partners
Ori Ben-Moshe,
Director of Portfolio Operations, ORIX Capital Partners
Brett Schneider, Operating Partner, Arsenal Capital Partners
Ken Weaver, Managing Director, TVV Capital

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Kevin Hauser

Partner, Oliver Wyman

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Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

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A speaker photo for Ori Ben-Moshe

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

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Ken Weaver

Managing Director, TVV Capital

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14:40 - 15:20

Track 27 | Controlling healthcare costs while enhancing user experience: a Platinum Equity case study featuring Valpak

Rob Edmonds, Melissa Cassidy, Todd Grove, Brian McGoldrick
  • What are some creative and innovative things HR leaders are doing when it comes to healthcare and employee engagement?
  • Balancing benefit optimization with increased support to employees
  • Engaging CHRO, Benefits Manager, CEO, and CFO: collaboration on healthcare value creation initiatives
  • How to identify value-add point solutions vs “bad actors”
  • Rehanging the baseline: how to combat the current high inflationary environment through sustainably mitigating excessive medical inflation

Moderator:
Rob Edmonds, Senior Director, Risk International

Panelists:
Melissa Cassidy, Human Resources Benefits Manager, Valpak
Todd Grove, Vice President, Private Equity, Quantum Health
Brian McGoldrick, Senior Vice President, M&A Operations, Platinum Equity

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Rob Edmonds

Senior Director, Risk International

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Melissa Cassidy

Benefits Manager, Valpak

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Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

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A speaker photo for Brian McGoldrick

Brian McGoldrick

Senior Vice President, Platinum Equity

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FUNCTIONAL BREAKOUT SERIES 7
15:20 - 16:00

Track 28 | Harnessing data assets to drive valuations at exit

Anush Newman, Gerard Ashmore, Greg Kegeles, Sajjad Jaffer

Increasingly, a data-backed equity story, partnered with a data-competent management team utilizing data operationally, achieves higher valuations at exit. As scrutiny on data is increasingly demanded during diligence, data science and engineering capabilities with a tight commercial focus are essential to deliver in an increasingly complex data landscape. Therefore, the ability to leverage more sophisticated data assets during exit will lead to higher valuations.

  • How should you use data analytics and reporting during exit preparation to maximize return?
  • Understanding the importance of having robust and granular data during equity story development and diligence
  • Showcasing a better data-driven management team and a data-enabled business
  • Qualifying the impact of earlier stage best data practices on the equity story and exit phase

Moderator:
Anush Newman, Managing Director, JMAN Group

Panelists:
Gerard Ashmore,
Senior Vice President – Reporting and Insights, Grain Management
Sajjad Jaffer,
Head of Data, Analytics and Machine Learning, GrowthCurve Capital
Greg Kegeles, Operating Partner, Digital Transformation, Newlight Partners

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Anush Newman

Managing Director, JMAN Group

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A speaker photo for Gerard Ashmore

Gerard Ashmore

SVP of Reporting & Insights, Grain Management LLC

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A speaker photo for Greg Kegeles

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

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A speaker photo for Sajjad  Jaffer

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

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15:20 - 16:00

Track 29 | Comparing sales and GTM operating partner models and playbooks: integrating commercial value creation across functions

Amy Kramer, Zorian Rotenberg , Russ Trpkovski
  • What does a successful commercial/sales operating partner model look like?
  • Building and scaling effective commercial teams
  • Integrating tech and talent value creation levers as part of your cross functional commercial strategy
  • GTM, sales, and marketing alignment across the investment lifecycle
  • Mobilizing and partnering with management teams on GTM

Moderator:
Kirk Snider, Partner, Maple Street Advisors

Panelists:
Amy Kramer, Operating Partner, Growth, Level Equity
Zorian Rotenberg, Operating Partner, GTM & Revenue Growth, Charlesbank Capital Partners
Russ Trpkovski, Operating Partner, CVC Capital Partners

Amy Kramer, Level Equity

Amy Kramer

Operating Partner-Growth, Level Equity

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Zorian Rotenberg

GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

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Russ Trpkovski

Operating Principal, CVC

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15:20 - 16:00

Track 30 | Leveraging Cloud to improve gross margins, asset efficiency, and portfolio valuations in a tougher market

Chad McAfee , Misha Logvinov, Anish Sharan , Milo Sprague
  • How would you build on the technology benefits of cloud to improve EBITA of portfolio companies?
  • How do operating partners identify opportunities at portfolio companies that can leverage benefits of cloud?
  • What are the key hurdles to avoid as portfolio companies migrate to cloud?

Moderator:
Chad McAfee, Group Vice President, Cloud Engineering, Oracle

Panelists:
Misha Logvinov, Director, Mubadala Performance Partners, Mubadala
Anish Sharan, Head of Digital Transformation, Pritzker Private Capital
Milo Sprague, Chief Technology Advisor, FTV Capital

A speaker photo for Chad McAfee

Chad McAfee

Group Vice President, Cloud Engineering, Oracle

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A speaker photo for Misha Logvinov

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

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A speaker photo for Anish Sharan

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

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A speaker photo for Milo Sprague

Milo Sprague

Chief Technology Advisor, FTV Capital

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16:00 - 16:30

Fireside chat with Dan Glaser at CD&R: spotlight on an operating partner’s journey

Dan Glaser, Tim Sanders
  • What factors led you to join CD&R?
  • Why is the Operating Partner role and opportunity exciting to you?
  • You joined CD&R after spending most of your 40-year career at Marsh McLennan, where you most recently served as President and CEO from 2012 to 2022; what have been the most important lessons you have learned?
  • What is your impression of the diligence process at CD&R?
  • What unique actions are you taking to add value to CD&R portfolio companies from an operational standpoint?

Interviewee:
Dan Glaser, Operating Partner, Clayton Dubilier & Rice

Interviewer:
Tim Sanders, Vice President of Client Strategy, Upwork

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Dan Glaser

Operating Partner, Clayton Dubilier & Rice

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Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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16:30 - 16:40

Closing remarks and end of conference

Explore our exclusive operating partner only networking

Expand your relationships and build your network with our operating partner exclusive networking events throughout the Forum.

Join our community of the brightest leaders in value creation to meet and exchange ideas that will help you in your day-to-day operations. Attendees engage with an agenda packed with social activities, interactive roundtables, think tanks, dinners, a women’s lunch discussion, and two evening receptions.

 

Download the 2023 attendee list


Pre-conference reception

Monday, October 16, 2023

Operating Partners Forum New York Welcome Reception (invitation-only)

5:30 – 7:45 pm
Manhatta, 28 Liberty St, 60th floor

Join the operating partners attending the New York Forum at our opening reception. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

*Must be a registered attendee and RSVP to attend. Have questions or would like an invitation?  Email Lawrence Dvorchik.

 

 

Hosted by:

                        

Pre-conference dinners

Monday, October 16, 2023

Heads of Portfolio Operations – Team Leaders Dinner (invitation-only)

7:45 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us for a VIP private sit-down dinner designed exclusively for the leaders of the value creation teams attending the NY Forum. Exchange ideas and expand your connections with the heads of the operating partner teams in a relaxed setting on the evening before the event kicks off.

Hosted by:

Sales and Revenue Growth Operating Partners Dinner (invitation-only)

7:45 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us as we welcome the sales, revenue growth, marketing, and GTM operating partners attending the Forum for a private sit-down dinner to facilitate networking before the conference starts. Increase your connections and exchange ideas with leaders in commercial value creation.

Hosted by:

 

Women in PE Portfolio Operations Dinner (invitation-only)

7:45 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us as we welcome the women in PE portfolio operations attending the New York Forum for a private sit-down dinner to facilitate networking before the conference. Increase your connections and exchange ideas with women leaders in value creation.

Hosted by:

   

Technology and Digital Operating Partners Dinner (invitation-only)

7:45 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us as we welcome the digital and tech operating partners attending the Forum for a private sit-down dinner to facilitate networking before the conference starts. Increase your connections and exchange ideas with tech leaders in value creation.

Hosted by:

   

Day 1 lunch and reception

Tuesday, October 17, 2023

Women in PE Portfolio Operations Lunch (invitation-only for operating partners)

1:00 – 2:00 pm

This closed-door lunch discussion will explore what it’s like being a woman in Private Equity portfolio operations. Explore career paths, development, and how to position yourself as operating partner leaders.

Hosted by:

Operating Partners Forum New York Day 1 Grand Reception

5:40 – 6:40 pm

Our grand reception will allow you to chat and get to know your operating partner peers at the end of the first day of the Forum. Hear what is on everyone’s mind after a full day of valuable insights.

Hosted by:

Day 2 breakfast and lunch

Wednesday, October 18, 2023

Breakfast Deep Dive Discussion (operating partners only)

7:45 – 8:30 am

This breakfast deep dive discussion, designed solely for operating partners, will focus on key strategies in value creation and allow you to share your views and learn key insights from peers.

Hosted by:

Technology and Digital Operating Partners Cybersecurity Lunch Discussion (operating partners only)

1:10 – 2:00 pm

This closed-door deep dive lunch discussion solely for tech operating partners will explore key strategies in cybersecurity and digital value creation to protect and enhance value.

Hosted by:

Featured interactive discussions & networking opportunities

Think Tanks (operating partners only)

These closed-door morning sessions led by operating partners for operating partners only will allow you to engage in lively discussions with your peers. The thinks tanks will also allow you to suggest topics to be covered in looking at the best value creation practices.

Interactive Working Groups (operating partners only)

These exclusive deep dive discussions only available to operating partners allow you to participate in interactive roundtable discussions with designated facilitators to learn from experts in different functional areas of value creation.

2023 speakers

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

Tracey Abbott

Director, Mubadala Performance Partners, Mubadala

Noah Adair

Founder and CEO, Adair and Company

Rich Adduci

Operating Executive, Berkshire Partners

Chris Ahearn

Operating Partner, Commercial, The Sterling Group

Omar Alismail

Head of Mubadala Performance Partners, Mubadala

David Allen

Operating Advisor, BC Partners LLP

Arvind Anantharaman

Operating Partner, Mubadala Investment Company

Joe April

Senior Operating Partner, Finance, Graham Partners

Alex Arata

Key Account Executive, Private Equity, Grant Thornton

Toya Asbury

Managing Director, Alvarez & Marsal

Gerard Ashmore

SVP of Reporting & Insights, Grain Management LLC

Johnathon Baker

Managing Director, Head of Strategic Sourcing and Procurement, Apollo Global Management

Lisa Baldwin

Managing Director, Elliott Management Corporation

Nate Barnes

US Deals Chief Data Scientist, PwC

Brian Barnum

Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital

Ganesh Bell

Managing Director, Insight Partners

Alex Bello

Director, Product and Technology Strategy, EQT Group

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Steven Berman

Executive Search Director, Accel-KKR

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Lou Brothers

Private Equity & Corporate M&A Diligence and Operations Transformation, RSM US

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Steven Browning

Vice President, Insight Sourcing Group

Travis Cameron

Operating Partner, WCAS

Ben Cao

Technology Advisor, Seacoast Capital and Vice President, Head of PE & VC, Symphony

Melissa Cassidy

Benefits Manager, Valpak

Jessica Castillo

Operating Partner, Sovereign's Capital

Abhay Chaturvedi

Executive Vice President, Tech Verticals, HCLTech

Richard Chen

Principal, U.S. Private Equity Lead, Strategy, KPMG LLP

Bruce Chesebrough

Operating Partner, New Mountain Capital

Angela Cinefro

President and Co-Head of Transformation, Talent & Transactions, Ankura Consulting Group

Jim Coleman

Operating Partner, AEA Investors

Ryan Comes

Partner, Private Equity, CrossCountry Consulting

Jim Corey

Managing Partner, Blue Ridge Partners

Bill Cornog

Senior Advisor, Principal Investors and Private Equity, Boston Consulting Group (BCG)

Iser Cukierman

Former Chief Financial Officer, Hero Digital

Adam Cummins

Principal, Director of Portfolio Procurement, The Carlyle Group

Katie Czerepak

Head of Talent, Portfolio Tech Opportunities, Bain Capital

Amy Daly

Americas Private Equity Consulting Leader, Ernst & Young

Roanne Daniels

Managing Director, Roark Capital

Vanessa DeGennaro

Vice President, BayPine

Courtney della Cava

Senior Managing Director, Global Head of Portfolio Talent and Organizational Performance, Blackstone

Patrick Donegan

Senior Managing Director, Sales Excellence, The Riverside Company

Lee Dranikoff

Senior Advisor, American Securities

Chris Duchene

President, Adair and Company

Benjamin Eason

Managing Director, Apollo Global Management

Cory Eaves

Operating Partner, General Atlantic

Mara Edgar

Managing Director, Human Capital, The Riverside Company

Rob Edmonds

Senior Director, Risk International

Richard Elder

Partner and Managing Director, Head of Global Portfolio Solutions, The Carlyle Group

Adam Echter

Partner, Simon-Kucher

Sean Epstein

Partner, Tenzing Consulting

Tony Esposito

Director, Private Equity and Venture Capital, Consero Global

Darin Facer

Partner and Managing Director, AlixPartners

David Feierstein

Managing Partner, Ronin Equity Partners

Russell Findlay

Operating Partner, H.I.G. Capital

J.P. Fingado

Operating Partner, The Riverside Company

Elliot Fuhr

Senior Managing Director & Co-Head of Transformation, Talent & Transactions, Ankura Consulting Group

Megan Galvin

Senior Operating Partner, Revenue, New State Capital Partners

Marc Gardner

Founder & CEO, North American Bancard

Amar Ghai

Head of Digital Value Creation (Americas), KKR

Hakim Ghanem

Director, Portfolio Support Group, Advent International

Dan Glaser

Operating Partner, Clayton Dubilier & Rice

Daniel Goetz

Managing Director – Value Creation, Siris Capital

Matthew Goldstein

Managing Director, Private Equity, True Search

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

Jeff Goodman

Senior Operating Partner, The Riverside Company

Allison Gosselin

Director, Environmental Social and Governance, Graham Partners

Manish Goyal

Operating Director, Portfolio Support, Berkshire Partners

Doron Grosman

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

Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Asheesh Gupta

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

Courtney Hagen

Chief Talent Officer, Littlejohn & Co.

Terrence Hahn

Senior Operating Executive, Cerberus Capital Management

Mujteba Haidri

Operating Partner, Blue Point Capital

Kevin Hauser

Partner, Oliver Wyman

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

Todd Hirsch

Senior Managing Director, The Blackstone Group

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

Tye Howell

Principal, Rubicon Technology Partners

Jim Howland

Managing Director, Morgan Stanley Capital Partners

Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

Jawad Hussain

Managing Director, Private Equity Services Lead, MorganFranklin Consulting

Bob Isaman

Chief Operating Partner, Graham Partners

David Italiano

Senior Associate, Portfolio Excellence Platform, Paine Schwartz Partners

Jan Jamrich

CEO and Founder, Entromy

Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Kevin Jones

Principal, Incline Equity Partners

Ryan Jones

Private Equity Leader, Deloitte Consulting

Javier Justiniano

Principal, KKR Capstone

Prital Kadakia

Partner, Serent Capital

Damon Kade

Managing Director, Riveron Consulting

Zain Kaj

Senior Advisor, TPG Capital

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Shane Kern

Managing Director, Operational Performance, Erie Street Growth Partners

Raz Khan

Principal, Permira

Spencer Khoury

Director, Value Creation Team, Shamrock Capital

Jeffrey Klein

Managing Director, Alvarez and Marsal

John Knapp

Operating Director, Talent, Berkshire Partners

Slade Kobran

Managing Partner, Private Equity, Chief Outsiders

Jonathan Konkoly

Vice President of Portfolio Operations, HCI Equity Partners

Amy Kramer, Level Equity

Amy Kramer

Operating Partner-Growth, Level Equity

Amr Kronfol

Managing Director, Warburg Pincus

Travis Krueger

Managing Director, GTCR

Arthy Kumar

Industry Principal, Workiva

Raj Kushwaha

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

Ajaykumar Kutty

Technology Operating Principal, KKR

Markus Lahrkamp

Managing Director, Alvarez & Marsal

Michael Leamer

Managing Director, American Securities

Paul Lennick

Senior Vice President, M&A Services, ContinuServe

Nick Leopard

CEO and Founder, Accordion

Alistair Lester

Global Co-CEO of M&A and Transaction Solutions, Aon

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Germain Louie

Senior Private Equity Alliances Manager, Sage

Nick Maglaris

Vice President - Midmarket Strategic Initiatives, SAP

Vikram Mahidhar

Data and Digital Transformation Operating Partner, Apollo Global Management

George Mashini

Operating Partner, Welsh, Carson, Anderson & Stowe

Adam Mattina

Managing Director and Deputy CISO, Blackstone

Steve Mayotte

Operating Partner, Technology Enablement, New State Capital Partners

Chad McAfee

Group Vice President, Cloud Engineering, Oracle

Lee McCabe

Operating Partner, AEA Investors

Robert McElherne

Operating Partner, Technology, Varsity Healthcare Partners

Brian McGoldrick

Senior Vice President, Platinum Equity

Scott McKenzie

Operating Partner, Bain Capital

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Curt Miller

Operations Consultant, Littlejohn & Co.

Sean Mooney

Founder and CEO, BluWave

Alessandro Moretti

Head of Operational Value Creation, Public Investment Fund

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Jim Murphy

Senior Managing Director, Value Creation, LLR Partners

Casey Myers

Partner, Edison Edge, Edison Partners

Monika Nachyla

Partner, Abris Capital Partners

Jeffrey Nagel

Operating Partner, AEA Investors

Ravi Narayanan

Head Americas, Market Development, Wipro

Zaid Nesheiwat

Vice President, Portfolio Operations, ORIX Capital Partners

Nick Newby

Managing Partner, NuView Analytics

Amy Newlan

Senior Vice President, Head of Client Development, Maestro

Anush Newman

CEO & Co-Founder, JMAN Group

Jose Oliveira

Vice President, Efficio

Clark O’Niell

Managing Director and Partner, BCG

Kevin O'Neill

Co-Founder & Managing Partner, Acertitude

Carletta Ooton

Head of ESG - Operating Partner, Apollo Global Management

Seckin Ozdamar

Principal, General Atlantic

Greg Pappas

Managing Director, Portfolio Support, Berkshire Partners

Souvick Paul

Souvick Paul

Vice President, Private Equity, Brookfield Asset Management

Andrea Peiro

Operating Principal, Clayton, Dubilier and Rice

Daniel Perry

Director, Sales and Commercial Excellence, Parthenon Capital

Pat Petitti

Co-Founder, CEO, Catalant Technologies

Scott Phillips

Managing Director, Portfolio Operations, ORIX Capital Partners

Andy Pickens

Managing Director, Apollo Portfolio Performance Solutions

Brad Ptasienski

Senior Partner – Technology (Data and Analytics Leader), West Monroe Partners

Ranjith Rajendran

Managing Director – US Private Equity Practice, TBM Consulting Group

David Reid

Senior Managing Director, Teneo

Kathleen Reilly

Director, Catalyst, Incline Equity Partners

Ricardo Rodriguez

Managing Director, Grain Management

Kyle Roemer

Managing Director, Head of Catalyst Group, Incline Equity Partners

Jorge Rosales

Senior Vice President, Insight Partners

Zorian Rotenberg

GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

Mauricio Sanchez

Managing Director, Portfolio Office of the CFO, Audax Private Equity

John Sander

Principal, Portfolio Solutions, Lightyear Capital

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

Doug Schrock

Principal, Advisory Services, Crowe

Ken Schwartz

Director, KKR

Drew Scielzo

Operating Partner, ACON Investments

Susan Scutt

Managing Director, Operating Directors & Entrepreneurial Governance, Partners Group

Chirag Shah

Executive Chairman, Simfoni

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

Subhi Sherwell

Field Operations Senior Advisor, TPG Capital

Steven Siwinski

Operating Principal, Accel-KKR

Brian Slobodow

Operating Partner, HGGC

Milo Sprague

Chief Technology Advisor, FTV Capital

Karina Sobieski

Co-head, Portfolio Human Capital Practice, Advent International

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

Rachel Spasser

Managing Director, Head, Accel-KKR Consulting Group, Accel-KKR

Teresa Sweeney

COO, Data Science, Blackstone

Chris Tanner

Vice President, Portfolio Operations, Kelso and Company

Joanne Taylor

Partner and Managing Director, AlixPartners

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

Russ Trpkovski

Operating Principal, CVC

Kush Tulsidas

Operating Partner, One Rock Capital Partners

Ercan Ucak

Vice President, Cerberus Capital Management

David Venker

Vice President of Portfolio Operations, HCI Equity Partners

Jonathan Waggoner

Managing Director, Co-Head North America Operations, SVPGlobal

Sarah Walker

Global Head of Private Equity Practice, Salesforce

John Wang

Principal, Portfolio Operations, L Catterton

Jana Wayne

Head of Procurement, Hunter Point Capital

Ken Weaver

Managing Director, TVV Capital

Carsten Weber

Technology Director, The Sterling Group

Jon Weber

Operating Partner - Special Situations

Chris Westington

Director of Portfolio Management and Value Creation, BCI

Jill Wight

Managing Director, Operating Partner, Morgan Stanley Capital Partners

Rohini Williams

Global Head of Private Equity, Infosys

Eric Wilson

Principal, Portfolio Operations, NextGen Growth Partners

Nick Winter

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

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

Brit Yonge

Operating Partner, Corsair Capital

Joe Zappala

Vice President of Business Development, RKON

Paul Zuber

Operating Partner, North American Lead, Hg

Engage with the largest operating partner community

Private Equity International’s Operating Partners Forums are a unique blend of networking, collaboration, and thought leadership between private equity operating partners, portfolio operations teams, and sponsors.

Each event is custom designed to encourage conversation about value creation best practices, relationship building, and knowledge sharing across functional areas on the most pressing issues facing investment and portfolio companies. Access to the Forum is limited to value creation experts from private equity firms and sponsors.

For more information on ways to engage with PEI’s Operating Partners community, please contact Lawrence Dvorchik at lawrence.d@pei.group or call on +1 (646) 545-4429

2023 venue and hotel

Convene Downtown
225 Liberty St.
New York, NY 10281

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Downtown Hotels
A collection of hotels near the event venue
in Downtown Manhattan