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

Managing Director - Global Private Equity Practice, 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

A speaker photo for Angela Cinefro

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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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

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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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A speaker photo for Ken Weaver

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

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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

Tracey Abbott is a Director (Senior Operating Partner) on the Mubadala Performance Partners team, based in New York City. Mubadala is a sovereign investor with $284 Billion AUM. Her operating responsibilities include consumer/retail and health and li… Read full bio

Noah Adair

Founder and CEO, Adair and Company

Noah Adair is the Founder and CEO of Adair & Company – a consulting firm focused solely on creating procurement-related value for PE sponsors and their portfolio companies. Grounded in values and experience gained at Toyota and decentralized cong… Read full bio

Rich Adduci

Operating Executive, Berkshire Partners

Rich joined the Operations Advisor program at Advent International in 2020, adding more than 30 years of IT leadership working with Manufacturing, High Tech, Utilities, and Life Science industries to the program. Rich has more than 13 years of CIO ex… Read full bio

Chris Ahearn

Operating Partner, Commercial, The Sterling Group

Chris is a Commercial Operating Partner for the Sterling-Group; a mid-market private equity firm based in Houston, TX. Chris is focused on helping portfolio companies achieve organic growth objectives. Prior to Sterling, Chris served as CEO for Oakwo… Read full bio

Omar Alismail

Head of Mubadala Performance Partners, Mubadala

Omar Alismail leads the Mubadala Performance Partners team, a group of senior specialized operating partners who partner with boards and management teams to deliver holistic transformation which maximize the value creation potential of portfolio comp… Read full bio

David Allen

Operating Advisor, BC Partners LLP

David Allen is a former Operating Partner at both Apollo and BC Partners. Today, David serves the Board of Directors for BCP Credit's funds, chairs the Board of Directors at CBRE's Infrastructure Finance platform, and is senior advisor to accounting… Read full bio

Arvind Anantharaman

Operating Partner, Mubadala Investment Company

Arvind leads Supply Chain & Procurement for Mubadala Performance Partners (a dedicated team of senior specialized operating partners who deliver holistic transformation which maximizes the value creation potential of our portfolio companies). Arv… Read full bio

Joe April

Senior Operating Partner, Finance, Graham Partners

Joe is a seasoned executive with over 16 years of experience in dynamic roles within private equity, turnaround management consulting and investment banking with a proven track record of partnering and delivering financial and strategic change leader… Read full bio

Alex Arata

Key Account Executive, Private Equity, Grant Thornton

Alex is a Key Account Executive in Grant Thornton’s Strategy & Transactions practice, focusing on Value Creation Planning (VCP) for private equity clients and their portfolio companies. Alex works closely with PE Operating Partners and their port… Read full bio

Toya Asbury

Managing Director, Alvarez & Marsal

Toya Asbury is a Managing Director specializing in driving operational process and performance improvement and business transformation through A&M’s Rapid Results Program™. With over 15 years of experience, she has driven performance and process… Read full bio

Gerard Ashmore

SVP of Reporting & Insights, Grain Management LLC

Mr. Ashmore is Senior Vice President – Reporting & Insights in Portfolio Dynamics Group, a team dedicated to supporting Grain’s due diligence processes and portfolio company integration and operations to create value through sustained operational… Read full bio

Johnathon Baker

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

Mr. Baker joined Apollo in 2021 and is a Managing Director leading Strategic Sourcing and Procurement. Prior to joining Apollo, Mr. Baker was Senior Vice President Strategic Sourcing at Gap Inc. Before joining Gap Inc., Mr. Baker served in leadership… Read full bio

Lisa Baldwin

Managing Director, Elliott Management Corporation

Lisa Baldwin is a Managing Director at Elliott Management Corporation. Ms. Baldwin assists the investment team in the areas of IT systems, services, and cloud operations in diligence and portfolio company transformation. She has over 30 years of expe… Read full bio

Nate Barnes

US Deals Chief Data Scientist, PwC

Coming soon...

Brian Barnum

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

Brian Barnum is the Operating Partner at Shamrock Capital Advisors and works with Shamrock's portfolio companies to improve operations and increase value. He currently serves as a director of Skillable, Ad Results Media, and Maple Media and has worke… Read full bio

Ganesh Bell

Managing Director, Insight Partners

Ganesh Bell joined Insight Partners as a Managing Director to invest in and help entrepreneurs build great software & data companies that will define modern enterprise and digital business. He is a profound student of the enterprise software mark… Read full bio

Alex Bello

Director, Product and Technology Strategy, EQT Group

Alex Bello is a Director, Technology Strategy at EQT where he provides strategic support and advice to EQTs investment teams and portfolio companies with a focus on product, technology and cyber security. EQT is a purpose-driven global investment org… Read full bio

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Ori Ben-Moshe is a Director, Portfolio Operations at ORIX Capital Partners (“OCP”). Mr. Ben-Moshe is responsible for leading operational improvement and growth initiatives at portfolio companies, in the technology, industrial and business services sp… Read full bio

Steven Berman

Executive Search Director, Accel-KKR

Steven Berman leads the Accel-KKR’s executive search function. Working with deal teams and portfolio companies to drive value by having the right people in the right seats. For over two decades, Accel-KKR has leveraged our vast pool of resources and… Read full bio
Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

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

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Sebastien Bilodeau is the President of the Cerberus Technology Solutions (CTS) group at Cerberus. He is a highly qualified and driven executive with leadership and value-added skills. He has extensive experience in digital, eCommerce, data, offline c… Read full bio

Lou Brothers

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

Lou serves private equity and acquisitive corporate clients in their IT/Cyber, HR, and ESG diligence, post-close transformation, and exit processes. With more than 1,000 transactions diligenced and backed by 20+ years of operations and technical cons… Read full bio

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Kristin joined New State Capital Partners four years ago as Senior Operating Partner, Human Capital with more than 25 years of hands-on growth strategy, executive search, talent acquisition and talent development experience. New State takes a hands-o… Read full bio

Steven Browning

Vice President, Insight Sourcing Group

Steven leads ISG’s Private Equity practice which partners with Private Equity firms and their portfolio companies to deliver EBITDA impact and operational improvement through procurement value creation initiatives. Prior to leading the Private Equity… Read full bio

Travis Cameron

Operating Partner, WCAS

Mr. Cameron is an Operating Partner on the Technology team, having joined WCAS in 2022. He has extensive experience optimizing digital marketing channels and lead generation in the technology space. Mr. Cameron works with the technology portfolio foc… Read full bio

Ben Cao

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

Ben is currently a technology advisor at Seacoast Capital and the Head of PE and VC at Symphony. Previously, he was a private equity investor and operator at various growth stage companies and a product and engineering leader at Rokt, Google and IBM… Read full bio

Melissa Cassidy

Benefits Manager, Valpak

Melissa is the Benefits Manager for V.P. Holdings, Inc., better known as Valpak. Responsible for the management of Valpak’s strategy and design of the employee health, retirement, and well-being offerings, as well as the development of educational ma… Read full bio

Jessica Castillo

Operating Partner, Sovereign's Capital

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

Abhay Chaturvedi

Executive Vice President, Tech Verticals, HCLTech

Abhay Chaturvedi, leads the Hi-Tech industry vertical for HCLTech, which includes internet platform, semiconductor, OEM, ISV, and consumer electronics industries. In this role, Abhay is directly responsible for increasing HCL’s mindshare and market s… Read full bio

Richard Chen

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

Richard Chen is a Principal in the KPMG Strategy Practice, where he leads Strategy’s U.S. Private Equity team. He has over 20 years of industry and consulting experience with multi-national clients in energy and industrials. He specializes in assisti… Read full bio

Bruce Chesebrough

Operating Partner, New Mountain Capital

Mr. Chesebrough, Operating Partner, joined New Mountain in 2022. Mr. Chesebrough has spent his entire career as a Growth Officer and Commercial Excellence executive, and he has worked in many industries in the B2B arena including: technology, discret… Read full bio

Angela Cinefro

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

Angela L. Cinefro is the President of Ankura and Co-Head of the Transformation, Talent, & Transactions group. She combines business and strategy with employee development and advocacy to foster the culture that supports client success. Angela is… Read full bio

Jim Coleman

Operating Partner, AEA Investors

Jim is an Operating Partner on AEA’s Middle Market Private Equity team; he works closely with portfolio companies to maximize value creation through enhanced growth initiatives, improved operating performance and cross-portfolio best practice develop… Read full bio

Ryan Comes

Partner, Private Equity, CrossCountry Consulting

Ryan is a Partner for CrossCountry Consulting, based in Boston, supporting the firm’s national Private Equity practice. He has over 20 years of experience providing financial, strategic and accounting advisory support to private equity and corporate… Read full bio

Jim Corey

Managing Partner, Blue Ridge Partners

Jim is a co-founder of Blue Ridge Partners and serves as the firm’s Managing Partner. For 35 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 300 companies on revenue-related… Read full bio

Bill Cornog

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

William L. Cornog has served on the Board since September 2022 and is the former head of KKR Capstone (2002-2022), the portfolio operations team of KKR & Co. In addition to leading Capstone, Mr. Cornog chaired KKR’s Portfolio Management Committee… Read full bio

Iser Cukierman

Former Chief Financial Officer, Hero Digital

Iser Cukierman is a seasoned Senior Finance and Operations Executive with an extensive career exceeding 30 years, marked by a consistent record of directing top-tier organizations. A strategic visionary, Iser excels in corporate value creation, finan… Read full bio

Adam Cummins

Principal, Director of Portfolio Procurement, The Carlyle Group

Adam Cummins is a Director with West Monroe, a Management Consulting firm that helps organizations build agile operations that maximize results. For the past several years Adam has served as the PMO lead for The Carlyle Group’s Global Investment Reso… Read full bio

Katie Czerepak

Head of Talent, Portfolio Tech Opportunities, Bain Capital

Katie Czerepak is an Operating Partner and the Head of Talent for the Tech Opportunities fund at Bain Capital, where she drives talent initiatives across the portfolio and collaborates with management teams to support key talent and human capital pri… Read full bio

Amy Daly

Americas Private Equity Consulting Leader, Ernst & Young

Amy Daly is Americas Private Equity Consulting Leader responsible for helping Sponsors and Portfolio Companies transform their business to achieve top-line growth and operational improvement. Amy has over 25 years of experience, combining both global… Read full bio

Roanne Daniels

Managing Director, Roark Capital

Roanne joined Roark in 2021 and is a member of Roark’s investment committee. She serves on the board of directors of and is actively involved in Roark’s investments in Quatrro Business Support Services, ContinuServe, Mathnasium and Asset Living and i… Read full bio

Vanessa DeGennaro

Vice President, BayPine

Vanessa DeGennaro joined BayPine in 2022 as a Vice President in the Digital Operations group where she provides strategic support and advice to BayPine's investment teams and portfolio companies with a focus on technology, product, and ESG. Vanessa i… Read full bio

Courtney della Cava

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

Courtney della Cava is a Senior Managing Director and Global Head of Portfolio Talent & Organizational Performance. She is involved with improving organizational and leadership effectiveness across the portfolio, including building and enhancing… Read full bio

Patrick Donegan

Senior Managing Director, Sales Excellence, The Riverside Company

Patrick Donegan serves as Senior Managing Director, Sales Excellence, of The Riverside Company (Riverside) - a global investment firm focused on being one of the leading private capital options for investors, business owners and employees at the smal… Read full bio

Lee Dranikoff

Senior Advisor, American Securities

Lee Dranikoff joined American Securities in 2003. He is currently a Director of FullBloom. Prior to joining American Securities, Lee spent seven years as a management consultant at McKinsey & Company. Prior to McKinsey, Lee worked as an attorney… Read full bio

Chris Duchene

President, Adair and Company

Chris Duchene is President of Adair & Company, where he leads the firm’s Procurement Value Creation (PVC) consulting practice, which helps PE-backed companies improve margins and working capital through strategic sourcing and procurement. Chris h… Read full bio

Benjamin Eason

Managing Director, Apollo Global Management

Mr. Eason is a Managing Director at Apollo Global Management, supporting Apollo’s deal teams and fund portfolio companies on cyber security. Mr. Eason joined Apollo in 2021 from The Carlyle Group where he was the Investor Services Business Partner an… Read full bio

Cory Eaves

Operating Partner, General Atlantic

Cory A. Eaves is an Operating Partner at General Atlantic, providing strategic support and advice to the firm’s investment teams and portfolio companies with a focus on technology, operations, and digital transformation. Before joining General Atlant… Read full bio

Mara Edgar

Managing Director, Human Capital, The Riverside Company

Mara Lamoureux Edgar is the Managing Director, Human Capital at The Riverside Company where she leads portfolio talent strategy and company value creation on behalf of the Riverside Capital Appreciation Fund. Mara has lead HR and Talent functions for… Read full bio

Rob Edmonds

Senior Director, Risk International

Rob serves as Risk International’s Senior Director, Sales. He spent the past 20 years exclusively working with Private Equity sponsors and portfolio companies, finding creative solutions to manage healthcare spend. From due diligence to exit, Rob is… Read full bio

Richard Elder

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

Prior to joining Carlyle, Mr. Elder served as Executive Vice President, Strategy & Growth and Chief Transformation Officer at Nouryon. He was responsible for helping to develop and integrate Nouryon’s Global Transformation program, with a focus o… Read full bio

Adam Echter

Partner, Simon-Kucher

Adam Echter is a Partner based in Simon-Kucher’s Silicon Valley office. He brings two decades of B2B sales and pricing experience across manufactured goods, industrial equipment and technology industries. Adam has built pricing and sales organization… Read full bio

Sean Epstein

Partner, Tenzing Consulting

coming soon.

Tony Esposito

Director, Private Equity and Venture Capital, Consero Global

Tony Esposito serves as Director, Private Equity and Venture Capital at Consero Global. Established in 2006, Consero disrupts the way businesses build and maintain their finance and accounting functions. Through a cloud-based platform, Consero delive… Read full bio

Darin Facer

Partner and Managing Director, AlixPartners

Darin is the Global Co-leader of AlixPartrners Private Equity Practice. He is an accomplished advisor and operator with nearly 30 years of experience leading large-scale transformations spanning merger integration, carve-out/divestiture and whole-com… Read full bio

David Feierstein

Managing Partner, Ronin Equity Partners

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

Russell Findlay

Operating Partner, H.I.G. Capital

Russ Findlay is a sales and marketing executive currently serving as a Senior Executive Director and Operating Partner for H.I.G Capital. where he focuses on marketing due diligence, value creation planning and portfolio company operations. Russ is r… Read full bio

J.P. Fingado

Operating Partner, The Riverside Company

J.P. Fingado has more than 30 years of senior-level healthcare information technology, pharmaceutical services and education software experience. For the past 15 years, J.P. has operated in the private equity environment as a Chairman, Operating Part… Read full bio

Elliot Fuhr

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

Elliot Fuhr is a Senior Managing Director at Ankura and the Global Leader of the Ankura Office of the CFO® practice. He has pioneered “finance-led” business transformation services while developing innovative, holistic, strategic finance and corporat… Read full bio

Megan Galvin

Senior Operating Partner, Revenue, New State Capital Partners

Megan joined New State in 2023 with 25 years of experience in marketing, sales, and executive leadership. Megan has strategic and operational experience in bringing new products, services, and commercial models to market, in segmentation and targetin… Read full bio

Marc Gardner

Founder & CEO, North American Bancard

Marc Gardner is the founder, president, and CEO of North American Bancard Holdings, LLC. (NAB). Gardner first opened the doors of NAB here in Troy, Michigan back in 1992 as its sole employee. Now, as the nation's 6th largest independent acquirer, NAB… Read full bio

Amar Ghai

Head of Digital Value Creation (Americas), KKR

Member of the Global Innovation and Technology leadership team. Mr. Ghai partners with Americas Private Equity investment teams, focusing on technology-related investment diligence and portfolio company value creation via digital transformation and t… Read full bio

Hakim Ghanem

Director, Portfolio Support Group, Advent International

Hakim Ghanem joined Advent in 2021 as part of the firm’s global Portfolio Support Group focusing on Business and Financial Services sector. He works with management teams across North America to improve performance and realize the underlying investme… Read full bio

Dan Glaser

Operating Partner, Clayton Dubilier & Rice

Mr. Glaser joined Clayton Dubilier & Rice in 2023 after holding senior positions in commercial insurance and insurance brokerage across the United States, Europe, and the Middle East for more than four decades, most recently as President and CEO… Read full bio

Daniel Goetz

Managing Director – Value Creation, Siris Capital

Mr. Goetz joined Siris Capital in 2013 and is a Managing Director, leading the firm’s Operational Excellence practice. Mr. Goetz works with management teams and operating advisors to identify, drive, and manage value creation initiatives at Siris por… Read full bio

Matthew Goldstein

Managing Director, Private Equity, True Search

Matt has more than 20 years of search, business development and marketing experience for high-growth technology companies across the U.S. and Europe. Matt is a recognized leader in CFO and board recruitment for public and private companies across mul… Read full bio

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

Ms. Good is a Partner and Global Head of Value Creation. Prior to joining Searchlight in 2021, Ms. Good worked as a Partner at Hg for 7 years where she led the portfolio and operations team of over 30 executives. While at Hg, she was also an active m… Read full bio

Jeff Goodman

Senior Operating Partner, The Riverside Company

Jeff leads the Riverside Capital Appreciation Fund operating team, which drives value creation activities across the portfolio. Jeff previously led the Riverside Micro-Cap Fund operating team and served as Chair of the Board of seven Riverside portfo… Read full bio

Allison Gosselin

Director, Environmental Social and Governance, Graham Partners

Allison leads the firm’s environmental, social, and governance (ESG) program that seeks to create shared value for Graham Partners’ investors and other stakeholders working across its investment portfolio and internally within Graham Partners. In thi… Read full bio

Manish Goyal

Operating Director, Portfolio Support, Berkshire Partners

Manish Goyal is an Operating Director in the Portfolio Support Group at Berkshire Partners. Prior to joining Berkshire in 2020, Manish was the Group Chief Strategy Officer at Singtel in Singapore. He was also previously a Partner at McKinsey and Comp… Read full bio

Doron Grosman

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

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

Todd Grove

Vice President, Private Equity, Quantum Health

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

Akshay Grover

Managing Director - Global Private Equity Practice, Zscaler

Akshay Grover serves as the Global Private Equity practice leader at Zscaler. Akshay has 20+ years of results-driven and forward-thinking transformational leadership experience in Private Equity, M&A, Divestitures consulting, SaaS GTM strategies,… Read full bio
Asheesh Gupta

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

Asheesh is a Managing Director for Audax Private Equity, based in Boston. Prior to joining Audax in 2008, Asheesh worked as the Director of Performance Improvement and Supply Chain Management at the Dartmouth-Hitchcock Medical Center. Prior to that,… Read full bio

Courtney Hagen

Chief Talent Officer, Littlejohn & Co.

Courtney Hagen is Chief Talent Officer for Littlejohn & Co., a firm that makes private equity and debt investments primarily in middle market companies. In this role, she partners with investment and management teams to ensure the talent strategi… Read full bio

Terrence Hahn

Senior Operating Executive, Cerberus Capital Management

Mr. Hahn is a Managing Director and Senior Operating Executive for Cerberus Operations, the Firm’s operating platform. He joined Cerberus in 2022 and serves as Senior Operating Partner for several of Cerberus’ Industrials investments, advances the De… Read full bio

Mujteba Haidri

Operating Partner, Blue Point Capital

Mujteba is an accomplished, global business leader with over 15 years of broad functional experience ranging from general management, global sales and marketing, manufacturing operations and finance. He has built extensive experience in the industria… Read full bio

Kevin Hauser

Partner, Oliver Wyman

Kevin is a Detroit-based Partner with 30 years of manufacturing industry experience (20 in consulting) and serves on Oliver Wyman’s Operations Practice Management Committee. In that role, he is responsible for the firm’s post-transaction value creati… Read full bio

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Dan is the CEO and Founder of Summit Leadership Partners. He advises boards, CEO's, investors and business leaders on strategy execution and value creation through leadership and organizationperformance. After a successful corporate career, Dan found… Read full bio
Pamela Hendrickson The Riverside Company

Pamela Hendrickson

Vice Chairman, The Riverside Company

Pam joined Riverside in 2006 as COO and she serves as Vice Chairman. In this capacity, she monitors and manages policy, political and legislative risk for Riverside and its portfolio companies. She also supervises several of Riverside’s funds and sit… Read full bio

Todd Hirsch

Senior Managing Director, The Blackstone Group

Todd Hirsch is a Senior Managing Director in the Tactical Opportunities Group. He has led a number of TacOpp’s current and past investments including Aqua Financial, InComm Payments, North American Bancard, PayPal Credit, Global Supply Chain Finance,… Read full bio

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

Gary has over 30 years of experience working as a senior operations executive, a management consultant and military officer. He currently leads TBM’s Global Private Equity practice and works closely with over 50 private equity clients and their portf… Read full bio

Tye Howell

Principal, Rubicon Technology Partners

Tye Howell is responsible for the development and execution of Data Analytics and Digital Transformation strategies for Rubicon’s portfolio companies in partnership with the rest of the team. Prior to Rubicon, Tye was an executive at Blue Point Capit… Read full bio

Jim Howland

Managing Director, Morgan Stanley Capital Partners

Jim Howland is a Managing Director of Morgan Stanley, Head of MSCP Portfolio Operations, and is based in New York. Mr. Howland joined Morgan Stanley in 2008 and serves as Lead Director of Emler Swim Schools, Fairway Lawns, Sila Heating & Air Cond… Read full bio
Benjamin Humphreys, Monomoy Capital Partners

Benjamin Humphreys

Senior Operating Executive, Monomoy Capital Partners

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

Jawad Hussain

Managing Director, Private Equity Services Lead, MorganFranklin Consulting

Jawad Hussain leads MorganFranklin’s Private Equity Services practice and has extensive experience leading global M/A integrations and identifying synergies to achieve value realization for private equity firms, their partners, and portfolio companie… Read full bio

Bob Isaman

Chief Operating Partner, Graham Partners

Robert (Bob) Isaman is the Chief Operating Partner at Graham Partners, Inc., where he leads private equity portfolio operations for the firm across Graham’s flagship and growth funds. In this role, he works closely with the investment teams, external… Read full bio

David Italiano

Senior Associate, Portfolio Excellence Platform, Paine Schwartz Partners

David Italiano was born and raised in Toronto, Canada. As one of five children, he was raised in a highly competitive environment. From a young age, David gravitated towards competitive ice hockey to fulfill his athletic desires. Throughout his adole… Read full bio

Jan Jamrich

CEO and Founder, Entromy

Jan is CEO & Founder of Entromy, the leading organizational assessment platform that enables private equity firms to rapidly understand organizational network dynamics and critical business areas that affect portfolio company performance. As a ke… Read full bio
Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

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

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Sajjad is the Head of Data Analytics and Machine Learning and a member of the Investment Committee at GrowthCurve Capital. He joined GrowthCurve at its inception in 2021 as part of the founding Senior Leadership Team. GrowthCurve Capital is a private… Read full bio

Kevin Jones

Principal, Incline Equity Partners

Kevin Jones is a Principal at Incline Equity Partners where he is a member of the Catalyst Group, Incline’s value creation team. He is focused on accelerating the growth of their portfolio companies through improvements in technology and product. Kev… Read full bio

Ryan Jones

Private Equity Leader, Deloitte Consulting

Ryan Jones is the Private Equity Global and US Consulting leader at Deloitte Consulting, and US India Board member. He and his team work with the world's leading private capital firms to maximize the value of their investments and make a positive imp… Read full bio

Javier Justiniano

Principal, KKR Capstone

Javier Justiniano (New York) joined KKR in 2018 as a member of KKR Capstone. Mr. Justiniano supports the firm’s value creation efforts in the Financial Services & Financial Technology sector. He has been involved with a number of KKR portfolio co… Read full bio

Prital Kadakia

Partner, Serent Capital

Prital is a Partner at Serent Capital. He leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earn… Read full bio

Damon Kade

Managing Director, Riveron Consulting

As a Managing Director at Riveron, Damon is responsible for leading exceptional client service in the business transformation practice. With 25 years of experience in advisory and industry, he drives impactful solutions in the areas of operational pe… Read full bio

Zain Kaj

Senior Advisor, TPG Capital

Zain Kaj is a Senior Advisor for TPG Capital with a focus on upgrading the Finance capabilities of TPG Healthcare, software, consumer and digital media portfolio companies. As part of TPG’s Operations team, Zain has partnered with portfolio company l… Read full bio

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Greg has been with Newlight Partners since 2021. He has over 15 years of technology and operational leadership experience in both start-ups and publicly traded companies. He is responsible for supporting portfolio companies in their data & techno… Read full bio

Shane Kern

Managing Director, Operational Performance, Erie Street Growth Partners

As Managing Director, Operational Performance, Shane leads operational efficiency planning and implementation for Erie Street and its partner companies to enhance value creation. Shane brings significant operational, financial, and transactional expe… Read full bio

Raz Khan

Principal, Permira

Raz is a member of the Portfolio Group and is focused on value creation alongside Management Teams and Boards in Healthcare, Services and Consumer sectors. He has deep expertise in operations (procurement, manufacturing, distribution, supply chain),… Read full bio

Spencer Khoury

Director, Value Creation Team, Shamrock Capital

Spencer is a Director, Value Creation Team at Shamrock Capital. Prior to joining Shamrock, Spencer was a Manager in PricewaterhouseCoopers’ Transaction Services consulting group, leading financial and commercial diligence processes. Spencer graduated… Read full bio

Jeffrey Klein

Managing Director, Alvarez and Marsal

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

John Knapp

Operating Director, Talent, Berkshire Partners

John Knapp is an Operating Director and Talent Specialist in Berkshire Partners’ Portfolio Support Group, where he focuses on talent leadership and human capital best practices across the portfolio. Prior to joining Berkshire, John was a Partner with… Read full bio

Slade Kobran

Managing Partner, Private Equity, Chief Outsiders

Slade is Chief Outsiders’ Managing Partner focused exclusively on the Private Equity sector. Based in the Greater NYC area, he works closely with Private Equity Operating Partners and other value creators to quickly identify and engage the Chief Outs… Read full bio

Jonathan Konkoly

Vice President of Portfolio Operations, HCI Equity Partners

Jonathan Konkoly joined HCI Equity Partners in 2022 as Vice President of Portfolio Operations, with a focus on identifying and accelerating profitable revenue growth at our portfolio companies. Jonathan brings to the position deep experience in go-to… Read full bio
Amy Kramer, Level Equity

Amy Kramer

Operating Partner-Growth, Level Equity

Amy runs point on go-to-market strategy, leading diligence for new investments and advising Level portfolio companies on scaling customer acquisition and growth. Amy also leads our Level GTM Leadership Group, hosting expert webinars and round tables… Read full bio

Amr Kronfol

Managing Director, Warburg Pincus

Amr Kronfol joined Warburg Pincus in 2009. Based in New York, he focuses on investments in healthcare services and healthcare IT. Amr has been involved in the firm’s investments in Norstella, Ensemble, Aetion, Global Health Exchange, WebPT, Qualifact… Read full bio

Travis Krueger

Managing Director, GTCR

Travis joined GTCR in 2005 and is currently a Managing Director. Travis focuses on GTCR’s portfolio valuation and monitoring and investor relations activities. Travis is a Certified Public Accountant and previously worked for PricewaterhouseCoopers i… Read full bio

Arthy Kumar

Industry Principal, Workiva

Arthy Kumar is an Industry Principal at Workiva. She drives the go-to-market strategy, execution, and success of reporting and compliance solutions for banking, investment, and insurance companies. Arthy’s previous roles at Workiva include Director o… Read full bio

Raj Kushwaha

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

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

Ajaykumar Kutty

Technology Operating Principal, KKR

Ajay Kutty (New York) is a member of the KKR Capstone team. Mr. Kutty partners with Americas Private Equity investment teams, focusing on technology-related investment diligence and portfolio company value creation via digital transformation and tech… Read full bio

Markus Lahrkamp

Managing Director, Alvarez & Marsal

Markus Lahrkamp is a Managing Director with Alvarez & Marsal Private Equity Performance Improvement in New York. He is one of the head developers of A&M’s proprietary Rapid Results Program™, which he continues to lead. Mr. Lahrkamp is also ex… Read full bio

Michael Leamer

Managing Director, American Securities

Mike Leamer originally joined American Securities in 2011 and is a Managing Director in our Resources Group. He partners closely with CEOs and management teams to set and achieve ambitious value-creation plans and EBITDA targets and implement transfo… Read full bio

Paul Lennick

Senior Vice President, M&A Services, ContinuServe

Leader of ContinuServe's M&A practice, focused on serving Private Equity firms in delivering back office outsource solutions and consulting services to drive deal value. Prior to ContinuServe, Paul served in leadership positions at Apollo Global… Read full bio

Nick Leopard

CEO and Founder, Accordion

Nick Leopard is the CEO and Founder of Accordion, the private equity-focused financial and technology consulting firm. Under Nick’s leadership, Accordion has grown significantly since its founding in 2009. The firm now boasts more than 200 of the wor… Read full bio

Alistair Lester

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

As Global Co-CEO of Aon’s M&A and Transaction Solutions, Alistair is responsible for shaping the strategy for the business and working with the whole team on the execution of the strategy. As one of the earliest practitioners in the risk and insu… Read full bio

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Misha Logvinov is a Director (Senior Operating Partner) on the Mubadala Performance Partner team, based in New York City. Mubadala is a sovereign investor with $284 Billion AUM. Misha’s responsibilities include advising the Mubadala’s investment team… Read full bio

Germain Louie

Senior Private Equity Alliances Manager, Sage

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

Nick Maglaris

Vice President - Midmarket Strategic Initiatives, SAP

As head of the Midmarket Strategic Initiatives team, Nick is responsible for managing innovative strategic routes to market by developing new business models across the North America Midmarket influencer ecosystem. Along with leading the North Americ… Read full bio

Vikram Mahidhar

Data and Digital Transformation Operating Partner, Apollo Global Management

Vikram Mahidhar is Private Equity Operating Partner at Apollo Global Management. He focuses on investments and creating value for the funds and portfolio companies at the intersection of Data, AI and Digital. Vikram is also a Board member. Prior to A… Read full bio

George Mashini

Operating Partner, Welsh, Carson, Anderson & Stowe

Currently an Operating Partner at WCAS, a top-quartile private equity firm specializing in healthcare and technology. Previously CEO, CTO and CRO at B2B software companies with a track record of success in technology innovation and revenue growth. Pr… Read full bio

Adam Mattina

Managing Director and Deputy CISO, Blackstone

Adam Mattina is the Deputy Chief Information Security Officer at Blackstone and leads the Portfolio Cybersecurity function. Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value fo… Read full bio

Steve Mayotte

Operating Partner, Technology Enablement, New State Capital Partners

Steve joined New State Capital Partners in 2022 with 15 years of experience in executive management and high-tech consulting. Steve has operational experience developing strategy and executing transformational solutions using modern technology across… Read full bio

Chad McAfee

Group Vice President, Cloud Engineering, Oracle

Chad McAfee works in Oracle Cloud as Group Vice President of Cloud Engineering with the core focus of driving customer and partner success in ISV, AI/ML, and Cloud Native solutions. He joined Oracle in 2019 after a 20-year career at Microsoft. At Mic… Read full bio

Lee McCabe

Operating Partner, AEA Investors

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

Robert McElherne

Operating Partner, Technology, Varsity Healthcare Partners

Robert McElherne brings 13 years of healthcare technology experience, most recently as a Technology Operating Partner with Varsity Healthcare Partners (VHP) where he oversees data & analytics, data science, solution architecture, and product engi… Read full bio

Brian McGoldrick

Senior Vice President, Platinum Equity

Brian is a Senior Vice President in the M&A Operations Group and is responsible for performing due diligence on Human Capital aspects of prospective additions to the Platinum Equity portfolio. He advises deal teams, management teams, and leadersh… Read full bio

Scott McKenzie

Operating Partner, Bain Capital

Mr. McKenzie joined Bain Capital in 2019. He is an Operating Partner on the Bain Capital Tech Opportunities team. Focused on enterprise software, he partners with management teams to support their value creation initiatives. Prior to joining Bain Cap… Read full bio

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Prior to joining Searchlight in 2022, Ms. Migliaro worked as a principal in talent management and organizational effectiveness at Apollo. Previously, Ms. Migliaro was the head of compensation and veteran affairs at UBS and worked in human resources a… Read full bio

Aaron Miller

Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Mr. Miller joined Apollo in 2019 in Private Equity as Head of Apollo Consulting. Immediately preceding Apollo, Mr. Miller was an Operating Director at Berkshire Partners and Chief Operating Officer of Catalina Marketing, a Berkshire Portfolio company… Read full bio

Curt Miller

Operations Consultant, Littlejohn & Co.

Curt has been an innovator and leader in global private equity operations for the past 19 years. In his current role as an Operating Consultant with Littlejohn & Co, Curt has partnered with the firm to create a portfolio wide platform leveraging… Read full bio

Sean Mooney

Founder and CEO, BluWave

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

Alessandro Moretti

Head of Operational Value Creation, Public Investment Fund

Mr. Alessandro Moretti is currently leading the Operational Value Creation Team at the Public Investment Fund since December 2019, Executive Committee member in Noon since 2021 and Board Member in HPDC investment fund since 2022. Prior to his work at… Read full bio

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Melissa joined GTCR in 2019 as a Managing Director, Leadership Talent & Diversity. She advises GTCR portfolio companies on human resources initiatives and leads DEI initiatives across the portfolio companies, at the Board level and within the firm. M… Read full bio

Jim Murphy

Senior Managing Director, Value Creation, LLR Partners

Jim Murphy is a Senior Managing Director at LLR Partners. Jim leads the Value Creation team for LLR as well as the Finance and Operations vertical. Jim has extensive experience in financial leadership and operational management for high-growth compan… Read full bio

Casey Myers

Partner, Edison Edge, Edison Partners

Casey is an entrepreneur and software executive who has brought his breadth of operating expertise to Edison Partners. He joined the firm in 2022 to lead Edison Edge, our value creation ecosystem, managing a team of Operating Partners, and our overal… Read full bio

Monika Nachyla

Partner, Abris Capital Partners

Monika is a Partner at Abris, bringing 24 years of international, C-suite experience in finance, private equity, banking, investor relations, management, strategy and development. She is a member of the Abris Management Committee. Her areas of respon… Read full bio

Jeffrey Nagel

Operating Partner, AEA Investors

Jeff is an Operating Partner on AEA's Middle Market Private Equity team. In his role, he is primarily focused on working with portfolio companies to maximize value creation through improved operating performance and cross-portfolio best practice deve… Read full bio

Ravi Narayanan

Head Americas, Market Development, Wipro

Ravi Narayanan heads Market Development for Wipro’s Americas business. In this capacity he engages with key partners including Strategy consultants, Sourcing advisors and Private Equity firms. Prior to Wipro, Ravi was led PortCo Ops Transformation at… Read full bio

Zaid Nesheiwat

Vice President, Portfolio Operations, ORIX Capital Partners

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

Nick Newby

Managing Partner, NuView Analytics

Nick is a Managing Partner of NuView Analytics with over 15 years of experience in the field of data analytics and data science. He consistently delivers impactful insights and accelerated analytics solutions to drive optimization and business growth… Read full bio

Amy Newlan

Senior Vice President, Head of Client Development, Maestro

Amy Newlan is a Senior Vice President, Head of Client Development, with over 15 years of experience helping private equity professionals optimize the performance of their investments by leveraging technology solutions. Amy spent the early part of her… Read full bio

Anush Newman

CEO & Co-Founder, JMAN Group

Anush is CEO and co-founder of JMAN Group, leading the business across the UK, North America & Europe. Having driven their entry into Private Equity, Anush holds many of JMAN's relationships with funds and operating partners, leveraging data anal… Read full bio

Jose Oliveira

Vice President, Efficio

Jose Oliveira is a Vice President in Efficio’s New York office and joined the company in 2011. He has worked as a Procurement Consultant in four different continents with Efficio, A.T. Kearney and Roland Berger. He is predominantly focused on Procure… Read full bio

Clark O’Niell

Managing Director and Partner, BCG

Clark O’Niell is a core member of Boston Consulting Group's Principal Investors & Private Equity (PIPE) and Technology, Media and Telecom practice areas. He leads efforts for Cyber Security and Infrastructure with both investing and Technology cl… Read full bio

Kevin O'Neill

Co-Founder & Managing Partner, Acertitude

Kevin is a mold-breaking entrepreneur, executive search leader, Forbes contributor, and co-founder and managing partner of Acertitude, the executive search firm unleashing human potential for global investment firms and their portfolio companies. Kev… Read full bio

Carletta Ooton

Head of ESG - Operating Partner, Apollo Global Management

Ms. Ooton is head of ESG for Private Equity and an Operating Partner with the private equity group, Apollo Global Management, where she is responsible for advancing the firm’s ESG integration and operational performance across its private equity port… Read full bio

Seckin Ozdamar

Principal, General Atlantic

Seckin Ozdamar is a Principal in General Atlantic’s Growth Acceleration Group where he leads the Marketing and Sales practice. He works closely with investment professionals through the deal lifecycle from diligence to value creation. He partners wit… Read full bio

Greg Pappas

Managing Director, Portfolio Support, Berkshire Partners

Greg joined Berkshire Partners in 2010. Greg is primarily responsible for overseeing the firm’s portfolio support activities. He serve on a number of Berkshire Partners, portfolio company boards. Prior to Berkshire, Greg was a Senior Partner at The P… Read full bio
Souvick Paul

Souvick Paul

Vice President, Private Equity, Brookfield Asset Management

Souvick Paul is a Vice President with Brookfield Asset Management, Private Equity Business Operations team and brings over 18 years of operating and consulting experience to his role. In his current role, he focuses on enterprise software industry wh… Read full bio

Andrea Peiro

Operating Principal, Clayton, Dubilier and Rice

Mr. Peiro joined CD&R in 2022 after more than 20 years as a technology executive. His experience includes the role of president at CUJO AI, focusing on artificial intelligence-powered cybersecurity, and co-founder and CTO at PowerCloud, pioneer i… Read full bio

Daniel Perry

Director, Sales and Commercial Excellence, Parthenon Capital

Dan Perry joined Parthenon Capital in 2022 as Director, Sales and Commercial Excellence. He has over 30 years of experience in Sales, Sales Leadership and Sales & Marketing Consulting working with private equity, public, small-middle and enterpri… Read full bio

Pat Petitti

Co-Founder, CEO, Catalant Technologies

Pat Petitti is the co-founder and CEO of Catalant, which he started in 2013 as a class project at Harvard Business School and has since grown into the premier provider of agile consulting services to the Fortune 500. Petitti is also co-author of a bo… Read full bio

Scott Phillips

Managing Director, Portfolio Operations, ORIX Capital Partners

Scott Phillips is a Managing Director at ORIX Capital Partners (“OCP”) and serves as Head of Portfolio Operations. He focuses on strategic and operational improvement initiatives at portfolio companies and operations due diligence for new investment… Read full bio

Andy Pickens

Managing Director, Apollo Portfolio Performance Solutions

Mr. Pickens joined Apollo in 2018 and serves as Managing Director, Data and Digital Transformation within the Apollo Portfolio Performance Solutions team. In this capacity, Mr. Pickens works closely with investment teams and management teams to defin… Read full bio

Brad Ptasienski

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

Brad Ptasienski has spent his career delivering sustainable and transformational data solutions for nearly 17 years. From performing data assessments in support of mergers and acquisitions to running enterprise data strategy initiatives to implementi… Read full bio

Ranjith Rajendran

Managing Director – US Private Equity Practice, TBM Consulting Group

Ranjith has more than 25 years of progressive global manufacturing experience as a general manager, lean leader, and process engineer. He currently leads TBM’s U.S. private equity practice helping PE firms conduct pre- and post-LOI operational due di… Read full bio

David Reid

Senior Managing Director, Teneo

David is a Senior Managing Director with Teneo’s Management Consulting business and serves as the leader of the Global Private Equity Growth Practice. David has 12+ years’ experience in management consulting and has lived across the UK, Continental E… Read full bio

Kathleen Reilly

Director, Catalyst, Incline Equity Partners

Kathleen Reilly is a Director at Incline Equity Partners where he is a member of the Catalyst Group, Incline’s value creation team. She is responsible for supporting management teams with financial and management reporting, planning and budgeting, ad… Read full bio

Ricardo Rodriguez

Managing Director, Grain Management

Mr. Rodriguez is a Managing Director on the Investment Team, responsible for deal origination and investment underwriting. Prior to Grain, Mr. Rodriguez served as President and CEO of Spirit MTA REIT, a net lease real estate investment trust (REIT) w… Read full bio

Kyle Roemer

Managing Director, Head of Catalyst Group, Incline Equity Partners

Kyle Roemer is a Managing Director and Head of Catalyst Group at Incline Equity Partners. Kyle started and leads the Catalyst Group, Incline’s value creation team. He is focused on accelerating the growth of their portfolio companies through improvem… Read full bio

Jorge Rosales

Senior Vice President, Insight Partners

Jorge joined Insight in 2022. He works closely with portfolio companies to drive growth, maximize value capture, and optimize their go-to-market strategy through pricing and packaging, positioning, and sales and marketing effectiveness. Prior to join… Read full bio

Zorian Rotenberg

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

Zorian is a PE Operating Partner at Charlesbank Capital and specializes in tech GTM, Sales Strategy & Revenue Growth. He has been a CRO at several mid-market SaaS companies, driving profitable growth from $20M to $100M+ ARR. He began his career a… Read full bio

Mauricio Sanchez

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

Mauricio is a Managing Director at Audax Private Equity, based in Boston, where he focuses on the Office of the CFO. In his role, Mauricio provides executive guidance to portfolio companies to help implement best practices in financial systems and pr… Read full bio

John Sander

Principal, Portfolio Solutions, Lightyear Capital

John Sander is a Principal at Lightyear Capital joining in 2022. Previously, Mr. Sander was with McKinsey & Company for 7 years. Mr. Sander holds a B.A. in Computer Science from Pomona College and was a Fulbright Scholar in machine learning in Ge… Read full bio
Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

Mr Satchell joined CD&R in 2020. Prior to CD&R, he spent twenty-five years in software and technology industries spanning five different CXO roles. Most recently, Mr Satchell served as CTO of Zume Inc., building AI, logistics and robotic systems to i… Read full bio

Doug Schrock

Principal, Advisory Services, Crowe

Mr. Schrock is a principal at Crowe who leads the firm’s Information Technology Advisory practice for private equity owned clients and also serves on Crowe’s Board of Directors. He has over 30 years of experience working with C-level executives, inve… Read full bio

Ken Schwartz

Director, KKR

Ken Schwartz (New York) supports value creation across KKR’s investments in Industrials Private Equity in the Americas and its U.S. Private Credit strategy. Before joining KKR, Ken was a director at SVPGlobal, an investment firm focused on distressed… Read full bio

Drew Scielzo

Operating Partner, ACON Investments

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

Susan Scutt

Managing Director, Operating Directors & Entrepreneurial Governance, Partners Group

Susan Scutt is part of the Operating Directors and Entrepreneurial Governance business unit, based in New York. She has 20+ years of transformative experience across consulting, corporate, and investment firms. She spent the last 9 years in Private E… Read full bio

Chirag Shah

Executive Chairman, Simfoni

Chirag Shah is a distinguished serial entrepreneur specializing in B2B supply chains, renowned for his expertise in scaling businesses globally through diverse commercial models. With a remarkable history of harnessing innovation and technology for t… Read full bio

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

Anish Sharan is the Head of Digital Transformation at Pritzker Private Capital where he leads the development of digital capabilities that enhance customer experience, drive operational excellence, and deepen data utilization across PPC’s portfolio o… Read full bio

Subhi Sherwell

Field Operations Senior Advisor, TPG Capital

Subhi Sherwell is a Senior Advisor for TPG Capital with a focus on upgrading the Finance capabilities of TPG healthcare, software, consumer and digital media portfolio companies. As part of TPG’s Operations team, he has partnered with portfolio compa… Read full bio

Steven Siwinski

Operating Principal, Accel-KKR

Steve Siwinski is an Operating Principal at Accel-KKR, where he focuses on driving finance, operational and strategic initiatives across the investment cycle and AKKR portfolio. Steve brings a unique combination of private equity, corporate finance,… Read full bio

Brian Slobodow

Operating Partner, HGGC

Brian Slobodow is an Operating Partner of Operational Resource Group, LLC ("ORG")*. Brian advises the firm and portfolio companies in a broad range of supply chain and procurement issues. Prior to joining ORG, Brian was an Operating Executive with Go… Read full bio

Milo Sprague

Chief Technology Advisor, FTV Capital

Milo Sprague is the Chief Technology Advisor at FTV Capital based in San Francisco. He is an experienced PE Technology Advisor, Silicon Valley CTO, technology executive, and Board Advisor with over twenty-five years leadership experience focused in E… Read full bio

Karina Sobieski

Co-head, Portfolio Human Capital Practice, Advent International

Karina Sobieski joined Advent in 2021 and focuses on Human Capital Management across Advent’s portfolio companies, including leadership assessment, and growing and cultivating network of top senior executives for CXO, Board and Operating Advisor role… Read full bio

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

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

Rachel Spasser

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

Rachel Spasser is a Managing Director leading the Operating Team at Accel-KKR. She also provides strategic guidance as well as commercial leadership across Accel-KKR’s portfolio. Prior to joining Accel-KKR, Rachel was the Senior Vice President and Ch… Read full bio

Teresa Sweeney

COO, Data Science, Blackstone

Teresa Sweeney is the Chief Operating Officer of Blackstone Data Science. In this role, she oversees strategy and operations for the team, informing how data analytics and statistical modeling support the sourcing, diligence, and value creation proce… Read full bio

Chris Tanner

Vice President, Portfolio Operations, Kelso and Company

Chris joined Kelso in 2019. As a Vice President in Portfolio Operations, Chris partners with portfolio management teams to help them scale their business by facilitating value creation plans, implementing business intelligence capabilities, and suppo… Read full bio

Joanne Taylor

Partner and Managing Director, AlixPartners

Joanne offers a unique combination of hands-on strategic, operational, and sales and marketing skills to the businesses and clients she has worked with during her career. She specializes in overall strategic direction for businesses, focusing specifi… Read full bio

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

Shivani joined Charlesbank as an advisory director in 2018 to partner with portfolio company CEOs. Her mission is simple -- to accelerate growth and drive digital transformation. Shivani focuses on four key areas: eCommerce, digital marketing, analyt… Read full bio

Russ Trpkovski

Operating Principal, CVC

Russ Trpkovski is an Operator Partner at CVC Capital Partners. Russ works with software and tech companies across CVC’s global portfolio. Russ combines his expertise in GTM, software engineering, product management, and support functions with a roll-… Read full bio

Kush Tulsidas

Operating Partner, One Rock Capital Partners

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

Ercan Ucak

Vice President, Cerberus Capital Management

Ercan Ucak is a Vice President at Cerberus Technology Solutions (“CTS”), the Tech Operating group within Cerberus Capital Management. Mr. Ucak began his career as a Data Scientist serving various US Government agencies within the Defense / Counter-In… Read full bio

David Venker

Vice President of Portfolio Operations, HCI Equity Partners

Dave Venker is a Vice President of Portfolio Operations at HCI Equity Partners, having joined the firm in 2019. He is involved in identifying and executing strategic and operational initiatives at portfolio companies and reviewing new investment oppo… Read full bio

Jonathan Waggoner

Managing Director, Co-Head North America Operations, SVPGlobal

Mr. Waggoner is a Managing Director and Co-Head of the Investment-Operating Team in North America. Prior to joining SVP, Mr. Waggoner was with New Mountain Capital where he was a Managing Director in their operating group. Prior to New Mountain, Mr.… Read full bio

Sarah Walker

Global Head of Private Equity Practice, Salesforce

Sarah Walker is the founder and Global Head of Salesforce’s Private Equity Practice. Her team partners with leading Private Equity firms to accelerate top line growth and digitally-enabled value creation in portfolio companies leveraging the Salesfor… Read full bio

John Wang

Principal, Portfolio Operations, L Catterton

Mr. Wang is a Principal with L Catterton Portfolio Operations where he focuses on operations and margin improvement. Prior to joining L Catterton, Mr. Wang was a Director of Portfolio Operations at Centerbridge Partners where he drove operational val… Read full bio

Jana Wayne

Head of Procurement, Hunter Point Capital

Ms. Wayne works as the Head of Procurement at Hunter Point Capital. Ms. Wayne has worked in procurement for over 15 years. Prior to joining HPC, Ms. Wayne was the Director of Portfolio Procurement at SK Capital Partners, a global private investment f… Read full bio

Ken Weaver

Managing Director, TVV Capital

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

Carsten Weber

Technology Director, The Sterling Group

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

Jon Weber

Operating Partner - Special Situations

Jon Weber has led operating partner groups for over 20 years at institutional investors, including Goldman Sachs, Icahn Enterprises and Elliott Investment Management. He enhanced the value of portfolio companies in a broad range of industries through… Read full bio

Chris Westington

Director of Portfolio Management and Value Creation, BCI

Joining BCI in 2022 and based out of New York City, Chris leads the Value Creation program for the Private Equity asset class. BCI’s Value Creation strategy focuses on alpha generation across our private equity portfolio by partnering with management… Read full bio

Jill Wight

Managing Director, Operating Partner, Morgan Stanley Capital Partners

Jill Wight is a Managing Director of Morgan Stanley, an Operating Partner of Morgan Stanley Capital Partners (MSCP) and is based in New York. Ms. Wight joined Morgan Stanley in 2019 and was previously a Principal at The Carlyle Group where she led po… Read full bio

Rohini Williams

Global Head of Private Equity, Infosys

Rohini has a Global responsibility to manage partnerships and relationships with key influencers – Private Equity Firms and Top Consulting firms for Infosys to enable best in class consulting and execution at scale for clients across all Infosys Indu… Read full bio

Eric Wilson

Principal, Portfolio Operations, NextGen Growth Partners

Eric leads NGP’s Portfolio Operations Function and oversees the development and execution of Value Creation Plans and best practices implementation across the portfolio. He has over 15 years of operational and growth consulting experience across a va… Read full bio

Nick Winter

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

Nick Winter is a Managing Director and North American Head of Portfolio Operations responsible for value creation in Värde private equity investments. He is also responsible for Asset Management globally for Värde’s Financial Services investing strat… Read full bio

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

Achi Yaffe is Managing Director, Portfolio Operations at GI Partners. Mr. Yaffe currently serves on the boards of Patriot Growth Services, American Residential Services, and Flexential . He previously served on the board of Consilio. Prior to joining… Read full bio

Brit Yonge

Operating Partner, Corsair Capital

Brit Yonge is an Operating Partner of Corsair Buyouts. He works closely with the investment team on investment diligence and on portfolio company initiatives relating to technology, software and data analytics solutions. Before working with Corsair,… Read full bio

Joe Zappala

Vice President of Business Development, RKON

Joe Zappala serves as Vice President of Business Development for RKON, and assists in leading RKON’s Private Equity practice. Joe has become a strong customer advocate during his time servicing the industry and has played a critical role in building… Read full bio

Paul Zuber

Operating Partner, North American Lead, Hg

Paul Zuber is an Operating Partner, North American Lead at HG Capital. Prior to HG, Paul was an Operating Partner at Thoma Bravo, where he Chaired companies across multiple funds and also founded and led their Technology Group. He brings 30 years of… Read full bio

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