The largest global event for private equity value creation

Private Equity International’s Operating Partners Forum New York is the world’s largest event dedicated to operating partners. The 11th annual event is focused on best practices in private equity portfolio operations and value creation across all functional business areas.

Join the operating partner community to discuss and debate the best reset strategies to deliver maximum portfolio growth post-crisis this October in-person in New York City.

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

Create the most operationally efficient portfolio companies

Hear first-hand perspectives on how to further develop your operational efficiencies by looking at successful models.

Network with top value creators

Meet with the largest community of operational experts in one place over 2 days.

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

2021 agenda

The 2021 agenda is carefully curated to feature the most prominent functional areas in value creation for your portfolio companies. Click the headings below for a snapshot of some of the top features you’ll find in the agenda:


Value Creation

  • One hour invitation-only think tanks each day for operating partners to select:
    1. advanced/seasoned operating partners
    2. emerging operating partners
    3. human capital operating partners
    4. digital operating partners
  • How operating teams work best with investment teams
  • Operating partner models post COVID-19: what will the future of value creation look like?
  • Governance – selecting and managing boards as a value creation lever
  • Effective value creation strategies for carveouts and M&As
  • The archetype of a world class operating team

Revenue Growth

  • The future of sales: virtual sales best practices and the impact of virtual workforces
  • Uncovering the most important GTM levers
  • Leveraging customer success initiatives for growth
  • Uncovering revenue growth stories and early warning signs with operating partners
  • Developing a successful ecommerce strategy in an increasingly digital world

Human Capital

  • Human capital operating partners think tank: a one hour value creation war room led by and exclusively for operating partners
  • Big data & workforce analytics
  • What will the future role of the human capital operating partner look like?
  • Talent acquisition, development, and assessment best practices in the post-COVID world
  • Integrating culture for success
  • Accelerating management team performance post transaction
  • The future of human capital and virtual workforces: what lies ahead


  • Digital and technology operating partners think tank: a one hour value creation war room led by and exclusively for operating partners
  • Digital transformations: how things will change
  • Dissecting cost structures and customer interaction via technology
  • Advanced data science to govern the business throughout the investment life-cycle
  • Leveraging artificial intelligence and machine learning for value creation
  • Cybersecurity in the modern age: dos and don’ts

Supply Chain & Procurement

  • Navigating supply chain disruptions and post-COVID best practices
  • Impact of technologies and today’s fast paced e-commerce on your supply chain
  • Supply chain cost optimization: individual company vs. cross-portfolio programs
  • Procurement transformations in the first 100 days


  • Add-on acquisition readiness: adding value through the finance function
  • How can PE best support portco CFOs?
  • Transforming finance from a cost-center into a value-creation engine
  • Identifying, attracting, and recruiting top CFO talent
  • Enabling a data-driven CFO

2021 Speakers

Firms that attend Operating Partners Forums

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

What our attendees say

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

Read full testimonial

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

Read full testimonial

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

Now part of Operating Partners All Access:

Operating Partners All Access is a service that connects you to the people and resources that can help guide you through today’s ever-changing nuances of doing your job, year-round.

This Forum is one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership. All event attendees must be members.

Please note annual agenda is subject to change

2021 Speakers

For speaking opportunities, contact Marc Mele at or call +1 646 581 9295.

Geoffrey Baird LLR Partners

Geoffrey Baird

Senior Operating Advisor, LLR Partners

Geoff Baird is a Senior Operating Advisor for LLR Partners in the technology sector. Working as a consultant he leverages extensive experience assisting sourcing of new investments and driving growth in their technology portfolio businesses. Previous… Read full bio
Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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

Jim Corey

Managing Partner, Blue Ridge Partners

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

Adam Cummins

PMO Lead, Global Investment Resources, 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

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

Ignacio Giraldo

Partner, TPG Growth

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

Daniel Goetz

Principal, Operational Excellence, 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
Hannah G, Insight Partners

Hannah Gräfin von Waldersee,

Vice President, Strategy and Innovation, Insight Partners

Hannah joined Insight Partners in 2021 to drive the growth of Insight and its portfolio as a strategy and innovation leader. Prior to joining Insight, Hannah worked at McKinsey & Company, Buckingham Palace, and ran a professional development star… Read full bio

Doron Grosman

President and CEO, Global Container Terminals

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

Dan Hawkins

CEO, Summit Leadership Partners

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

Darren Herman

Operating Partner, Bain Capital

Mr. Herman joined Bain Capital Private Equity in 2016. He is an Operating Partner across the North American Private Equity team. Mr. Herman has worked in both the Boston and New York offices and focuses on growing our portfolio of investments through… 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

Christopher Kim

Senior Vice President, Platinum Equity

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

Michael Kohlsdorf

President, Francisco Partners Consulting

Mike Kohlsdorf is the Founder and President of Francisco Partners Consulting (FPC). He is also the Co-Chairman of the Portfolio Committee and joined Francisco Partners (FP) as an Operating Partner in March of 2011. FP has raised $25 billion in commit… Read full bio
Amy Kramer, Level Equity

Amy Kramer

Operating Partner, Level Equity

Amy is an Operating Partner at Level Equity focused on Go-to-Market Strategy. Amy provides operational expertise to Level Equity's portfolio companies and conducts Sales and Marketing diligence for new investments. Prior to Level equity, Amy was the… Read full bio

Raj Kushwaha

Managing Director, Digital Strategy and Innovation, Operating Partner and Chief Digital Officer, Warburg Pincus

Raj Kushwaha joined Warburg Pincus in 2012 and serves as Managing Director, Operating Partner and Chief Digital Officer responsible for operations and technology diligence with prospective investments, as well as ongoing work with the firm's existing… Read full bio
Jean Marc Levy, Edison Partners

Jean-Marc Levy

Operating Partner, Edison Partners

Jean-Marc Levy is an experienced CEO and Board Member of high-growth venture- and PE-backed technology companies. He is a recognized leader in the Ethics & Compliance and Financial Services industries, with deep expertise in organizational scalab… Read full bio

Misha Logvinov

Managing Director and Head of IT Strategy, EQT Partners

Misha joined EQT in 2018 as Managing Director and Head of IT Strategy. In his role, he is advising the EQT's investment teams and portfolio companies on digital transformation. Previously, he was Group Vice President of Cloud Customer Success at Orac… Read full bio
Harrison Lung

Harrison Lung

Partner, Portfolio Value Creation, Siris Capital

Harrison Lung joined Siris in 2021 as Partner leading the firm’s Portfolio Value Creation practice, including Operational Excellence. Mr. Lung works with Siris leadership to bring value creation best practices to the operations of the firm and its po… Read full bio
Kunal Mehta, TCV

Kunal Mehta

Principal, Portfolio Operations, TCV

Kunal joined TCV as Principal, Portfolio Operations, to stand up the Sales and Marketing Center of Excellence to accelerate value creation across the portfolio. He works with investment teams and functional leaders to develop and implement value crea… Read full bio

Michael Monagle

Principal, Portfolio Operations, Providence Equity

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

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Declan Morris has more than twenty years of corporate leadership experience leading all aspects of IT and digital transformations across multiple sectors including financial, consumer, digital media, and enterprise software. At Amazon Web Services, M… Read full bio

David Muhlenkamp

Managing Director, Head of Portfolio Operations, Lindsay Goldberg

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

Dave Noonan

Principal, National Lead of M&A Strategy Execution and Solution Development, RSM

Dave Noonan leads RSM’s national private equity consulting practice. He aligns and directly coordinates consulting delivery services to effectively serve RSM’s private equity clients and their portfolio companies. He is responsible for the developmen… Read full bio

Kevin O’Neill

Co-Founder and 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 portfolios. Kevin’s 25-y… Read full bio
Howard Reba_WP_2019_Speaker

Howard Reba

Head of Portfolio Finance, CI Capital Partners

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

Bijal Sheth

Operations Principal, Pamlico Capital

Mr. Sheth joined Pamlico in 2021. He supports development and execution of value creation plans. Prior to joining Pamlico, Mr. Sheth worked for Vista Equity Partners’ operations team providing diligence and go to market advisory services to portfolio… Read full bio

Russ Trpkovski

Operating Principal, CVC Capital Partners

Russ Trpkovski joined CVC's private equity business in 2020. Russ is a member of CVC Growth Partners and is based in Chicago. Prior to joining CVC, Russ worked at Amazon Web Services, L Catterton and Boston Consulting Group in Chicago. He received a… 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

Jon Weber

Head of Global Portfolio Operations Group, Elliott Management Corporation

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

Nick Winter

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

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

2021 Sponsors

PEI’s Annual Operating Partner Forums unite private equity operating partners and value creation experts. This intersection of individuals provides service providers with unique and customized programs to engage in thought provoking content discussions and provides numerous opportunities to connect in one-on-one discussions, roundtable events, and various other networking activities.

To explore how your firm can take a prominent leadership position, contact Lawrence Dvorchik at or call +1 646 545 4429.

Year-round networking for operating partners

The eleventh annual Operating Partners Forum New York will take place live, in-person this October in New York City

Connect with a community of operating partners and value creation leaders to boost value creation in your portfolio, discover the latest best practices, and gain sector and functional expertise.

Attendance at the Forum is now exclusive to Operating Partners All Access members – our new industry-leading Operating Partners community. Request a trial to see how, in addition to attendance at the Operating Partners Forum New York, membership can help expand your network.

Meet our growing community of Operating Partners

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

Connect with your peers.

Connect with a community of operating partners and value creation leaders in networking sessions and small group meetings.

Hear from leaders in private equity.

The Forum’s authoritative speaking faculty will share key information that will increase value creation in your portfolio.

Save time building your network.

Create and nurture sustainable relationships with private equity’s elite by using our sophisticated matchmaking platform.

Venue and hotel

117 West 46th St
New York, NY 10036

View the venue

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

Book a room

Please reach out to directly to book a room pre or post conference days.

What our attendees are saying about Operating Partners Forum New York

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

Read full testimonial

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

Read full testimonial

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

Forum attendees get more:

By attending the Operating Partners Forum New York you will join the most influential operating partners community. Membership will give you:

  • Access to the Operating Partners Forum New York
  • Access to all of PEI’s global operating partners events (both virtual and in-person)
  • On-demand access to event sessions
  • Access to the member directory
  • Frequent virtual and in-person networking opportunities
  • And much more …

Please note annual agenda is subject to change

2021 Agenda

Download the agenda to see the timely and relevant topics that are of importance to Operating Partners today. These topics will shape the discussions at the Operating Partners Forum New York.

If you are interested in a speaking role please contact contact Marc Mele at

All times are listed in Eastern Time (ET)

Download agenda

Day 1 Day 2
View agenda page


Day 1 - Wednesday 20th

07:40 - 08:40

Registration and breakfast

07:40 - 08:40

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

This closed-door room will allow you to learn and share best practices of successful operating partners. The think tank will allow you to submit topics to be covered in looking at best value creation practices and the toughest challenges operating partners face daily. It will allow you to select one of the rooms based on how long you have been a PE/VC operating partner:

Room 1: Advanced/Seasoned Operating Partners

Room 2: Emerging Operating Partners

08:40 - 08:50

PEI’s welcome and chairman’s opening remarks

Plenary Sessions
08:50 - 09:30

The impact of disruption on the future of work: leadership, culture, and talent

  • Leading with impact in periods of constant disruption
  • Scaling portfolio companies in a hybrid working environment
  • Unlocking the importance of culture in value creation
  • Leveraging the importance of DEI in talent retention
  • Course-correcting the talent strategy post-pandemic
  • Planning for further disruptions in different industries and sectors
09:30 - 10:10

The common characteristics of faster growing businesses

  • What do faster growing companies do to accelerate their growth and outperform their peers?
  • How do they embed these characteristics in their organization?
  • What are some examples of how PE firms transformed commercial organizations?
  • How did these changes impact the valuation of the business?
10:10 - 10:50

The archetype of a world class operating team

  • Uncovering where successful operating partners focus their attention, value creation team processes, how to deploy an operating team, and the engagement approach
  • Four key areas: staff, proven value creation processes, the investment lifecycle, and engaging with the CEOs
  • Comparing operating partner models and the evolution of operating teams
  • Making the “magic quadrant” work: how the deal partner, operating partner, CEO and board chairperson can work together to deliver value creation
  • Bridging the gap between the investment teams’ model and what actually happens in reality
  • Is the operating partner model changing? If so, how?
  • Holistic value creation playbooks: what lies ahead?
10:50 - 11:20


11:20 - 11:50

Networking Break

Functional Breakout Series 1
11:50 - 12:20

Track 1 | Reimagining OP-CEO connections: where strategy and delivery collide

  • Offering a basic “cheat sheet” on how to recruit exceptional CEOs by highlighting some memorable stories (and learnings) from the trenches
  • Detailing the markings of brilliant CEOs, and what it truly takes to be an exceptional leader
  • Uncovering which current PE-CEO alignment and engagement practices the audience needs to know about most
  • Exploring how PE executives can help CEOs reach peak performance and operate at max potential
11:50 - 12:20

Track 2 | Add-on acquisition readiness: adding value through the finance function

Add-ons are an important, and growing, part of the private equity playbook. Well-managed integrations can lead to growth, expansion and higher valuations, but poorly managed integrations, wherein the finance variable is not properly structured and monitored won’t in fact, add on, they’ll just subtract from. In this discussion, we explore the critical role of the finance to drive value and maximize returns:

  • Understanding bottlenecks
  • Gaining visibility on hidden costs
  • Uncovering inefficient processes
  • Discovering unnoticed opportunity to realize the returns on investment faster
11:50 - 12:20

Track 3 | Digital as a growth lever

  • Digital marketing strategy: how to automate and maximize touchpoints to acquire and engage customers at scale
  • Customer experience: how to optimize customer experience management and master the customer journey
  • Analytics: how to leverage actionable data and clear KPIs to increase ROI and facilitate quick wins
Functional Breakout Series 2
12:20 - 12:50

Track 4 | Post-COVID talent acquisition, development, and assessment for the lower level

  • Grasping the lower-level talent execution plan
  • What levels in the organization does your PE firm get involved in talent selection?
  • Talent retention best practices in today’s world
  • In our current environment, what particular people dynamics do you pay attention to and track?
  • Challenges and opportunities of virtual/hybrid workforces
12:20 - 12:50

Track 5 | The future value creation supply chain playbook

  • Best practices around value creation and what has changed for the future of supply chain
  • Future playbooks: what does that mean?
  • Business models shifting in a direct to consumer/ecommerce environment, looking at how manufacturers and suppliers operate today, lessons learned
  • There has been a course correction: focusing on what the core concepts are now
12:20 - 12:50

Track 6 | Carveout 3.0 – moving to the next level of value creation

  • The focus on Carveout 1.0 to 2.0 to 3.0 provides insight into the maturity of driving value in complex transactions
  • Developing a strategically aligned value creation plan early in the process
  • Proven execution excellence approaches in separating on the buy and sell side
  • Best practices in working with service providers during the carveout
  • What is the biggest challenge or risk to be managed in a successful carveout deal?
Functional Breakout Series 3
12:50 - 13:20

Track 7 | How 100-day plans are changing in the current environment and years to come

  • Fast start: coming out strong from day one in onboarding new portfolio companies even in the face of recent uncertainty
  • What’s key for your first 100 days to convert to execution?
  • Best practices for the first 90–180 days vs. 365+
  • Day 1-100: structured approaches, pragmatic actions, and tools to bring about rapid alignment and focus
12:50 - 13:20

Track 8 | Recruiting top CFO talent for PE-backed companies

  • What makes a candidate a good CFO for a PE-backed company?
  • What is your greatest challenge when it comes to recruiting brilliant portfolio CFOs?
  • How to assess CFO candidates during hiring?
  • How can CFOs drive the value creation plan?
12:50 - 13:20

Track 9 | Using GTM strategies to drive ROI in today’s over-heated market

  • Bidding with confidence based on in-depth commercial due diligence
  • Driving GTM change early enough to significantly impact valuation
  • Aligning GTM resources to growth buyers and new buyer journeys
  • Deploying new sales roles for new product and segment selling
  • Building a sustainable customer-development and lead-gen engine
  • Strengthening RevOps to sustain GTM change and integrate buyer journeys
Lunch break
13:20 - 14:20

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

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

  • What are the issues causing a disparity in genders?
  • Exploring career paths, development, and how to position yourself as female leaders
  • Is your firm focused on women’s leadership at portfolio companies?
  • Does your company have any specific programs, leadership coaching and assessments geared towards promoting women’s leadership?
  • Are there any changes in recruiting that will create a more equal playing field?
  • Looking at trends and stats in gender in PE and VC

Sponsored by:

A&M thumbnail

13:20 - 14:20

Networking lunch

Functional Breakout Series 4
14:20 - 15:00

Track 10 | Marketing due diligence: evaluating the marketing potential of a target investment

  • Pre-deal assessments of the marketing team and operations
  • How marketing can drive enterprise value in the first 100 days and beyond
  • Marketing operations partner best practices
14:20 - 15:00

Track 11 | Winning after the deal: the key to smooth post-merger transitions

  • Formulating a successful implementation strategy
  • Navigating the nuances of employment transitions and key employee retention
  • Considerations for company culture alignment and employee integration
  • Ensuring day 1 readiness through effective communication
14:20 - 15:00

Track 12 | Finance transformations: performance improvement for the finance function

Functional Breakout Series 5
15:00 - 15:40

Track 13 | Addressing diversity and inclusion as a business imperative

  • D&I approaches: operationalizing it and interfacing with portfolio company leaders for D&I initiatives
  • What best practices can you share regarding advising CEOs and management teams at the portco levels?
  • What is holding PE back from achieving diversity?
  • Looking at initiatives from different PE firms, what has been successful? What goals do you set for the portfolio companies relative to D&I?
  • How would you best describe your firm’s D&I work at the fund and portfolio companies?
  • KPIs for diversity: measuring effectiveness
  • Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
15:00 - 15:40

Track 14 | Cybersecurity in the modern age: dos and don’ts

15:00 - 15:40

Track 15 | Critical dimensions in pre-deal operational due diligence

  • How do you really get at what the opportunities are to understand what the value creation plan should be?
  • Coming out of the crisis, how do you think PE’s behaviour will change across deal making and the extent of due diligence?
  • Uncovering operating partner synergies and best practices in the deal evaluation phase
  • Operating partner success factors when partnering with investment teams
  • Exposing new challenges in assessing operational risks
  • Critical pre-deal diligence elements in cost savings, technology human capital, sales, operational planning, data, and the investment thesis
15:40 - 16:00

Networking coffee break

Functional Breakout Series 6
16:00 - 16:40

Track 16 | Accelerating management team performance post transaction

  • Critical factors in top management teams to drive value creation
  • What pitfalls to avoid
  • What’s the right timeline post transaction?
  • How do you spend your time post-transaction?
  • What jobs to change out first? What are the most critical jobs?
  • What would a quick CEO transition look like?
  • How can you conduct talent assessments without hurting the relationship between the management team and the deal team?
  • Relationships with the board; what does a high performing team look like?
16:00 - 16:40

Track 17 | Digital transformations and innovation to drive investment value

  • Building a roadmap for technological change
  • Digital innovation and operations going beyond ideation, conception, and analysis and turning strategy into real delivery, particularly in the context of a novel initiative or product
  • Digital transformations in the post COVID-19 world: how digital initiatives and innovation have accelerated and what does the future hold
  • How can PE firms utilize innovative technologies that return near-term, sustainable investment value without getting stuck in a never-ending cycle of transformation projects?
  • Digital workplace transformation and product transformation stories
16:00 - 16:40

Track 18 | How is private equity “future-proofing” and building resilience in its portfolios?

  • How PE firms successfully pivoted their portfolio companies toward growth
  • How to secure portfolio companies’ liquidity and operational savings during a downturn
  • The different ways in which PE firms can set up their portfolio for durable success going forward
  • How regional specificities played into the design of PE’s portfolio resiliency strategies
Functional Breakout Series 7
16:40 - 17:10

Track 19 | Leveraging your portfolio’s supply chain to maximize ESG impact

  • Procurement’s role in achieving sustainability goals, while reducing costs, managing risk and improving competitive position
  • How to execute a decarbonization and energy efficiency/renewable strategy across your portfolio, including funding solutions that eliminate capital constraints to scale savings
  • Exploring solutions for managing Scope 3 emissions throughout the supply chain across portfolio companies
  • Delivering on supplier diversity and inclusive procurement practices with an ESG framework
16:40 - 17:10

Track 20 | The return of business travel: discussing approaches and what lies ahead

Join a live panel discussion on the business travel landscape in the era of COVID and easing restrictions. Panelists will discuss the approaches their organizations have taken towards business travel, how this has impacted throughout their investment companies and their perspectives on handling employee duty-of-care implications going forward. Through a leveraged procurement lens, we’ll discuss experiences in working with travel related vendors throughout the pandemic, how travel management companies are weathering the storm and what’s top of mind as managed travel re-emerges in major global markets.

16:40 - 17:10

Track 21 | Healthcare costs: managing 2022 surge in consumption

Learn how portco CHROs and CFOs leverage unbundled plan offerings along with independent healthcare navigation to dramatically improve employee satisfaction, engagement while driving measurable EBITDA through cost avoidance. Challenges to be explored include:

• 6%-8% – Estimated trend growth for self-insured employers due to “COVID Hangover”
• 15% of American consumers with employer-sponsored health insurance said they had deferred some care
• Poor pandemic-era health behaviors are leading to increases in chronic care management

17:10 - 17:50

Enabling a technology-driven CFO: key success factors in the future of value creation

  • Finding data driven CFOs and their role in enterprise performance
  • How is the CFO role evolving? What does the CFO of the future look like?
  • How to get your portfolio companies from tactical to strategic
  • Barriers to automate finance and accounting and how to overcome them
  • Sharing value creation insights via data analytics and cloud technology
Interactive Working Groups Series 1
17:10 - 17:50

Interactive Working Group 1

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Moving toward high-tech sustainability and creating long-term value for society
  • Modernizing assets through practical implementation of ESG principles
  • Using predictive analytics and data intelligence to enhance investment strategy and decision-making
  • Leveraging automation and business process optimization to streamline, modernize, and transform costs
17:10 - 17:50

Interactive Working Group 2

This session will allow the audience to join an interactive roundtable discussion with designated facilitators.

  • Most (85%) commercial organizations expect sales model transformations this year and next
  • Planned transformations seem to focus on “inside-out” perspectives – e.g. getting sales meetings in a hybrid world; using content/knowledge capital to obtain leads/meetings
  • A better way might be approaching the transformation from the view of prospects/customers and working back into the company
  • Reviewing examples of this “outside-in” commercial transformation approach

Hosted by:

blue ridge thumbnail

17:50 - 18:50

End of day one chairman’s remarks & cocktail reception


Day 2 - Thursday 21st

Breakfast deep dive discussion
08:40 - 09:40

Registration and breakfast

08:00 - 08:40

Operating partners portfolio breakfast deep dive discussion (invitation-only)

Hosted by:

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08:40 - 09:40

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

This closed-door discussion will allow you to learn and share best practices of successful operating partners. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room. It will allow you to select one of the two rooms:

Room 1 Digital and Technology Operating Partners

Room 2 Human Capital Operating Partners

09:40 - 09:45

Chairman’s welcome

Plenary Sessions
09:45 - 10:20

The future of technology and digital initiatives in working with your portfolio companies

  • Using technology to make your processes and businesses more efficient in the current environment and in the years to come
  • Looking at the overlap of tech with other functions in the company (sales, customer support, etc.)
  • Approaches to working with portco leadership on technology initiatives
  • Understanding the challenges around web-enablement and changes in consumer behavior
  • Recent digital transformation and digital disruption stories within specific industries
10:20 - 11:00


11:00 - 11:30

PE partner-CFO dynamics: alignment, expectations, and impact

  • Examining the PE sponsor-CFO relationship across three critical dimensions: measuring the business (collecting the data to inform insights), managing the business (reporting, technology infrastructure, KPIs), scaling the business (operational levers to drive accelerated growth)
  • Understanding CFO/Partner alignment, or lack thereof, with regard to: the firm-finance dynamic and operating model, expectations for value contribution, key focus areas and objectives
  • Measuring operating partner impact and understanding the critical role of technology in achieving operational alpha and accelerating value creation
11:30 - 11:50

Networking Break

11:50 - 12:30

Monitoring and quantifying portfolio performance with data science and analytics

  • What new tools are you adopting for portfolio management?
  • Looking at best methodologies for portfolio company reporting
  • Applying growth KPIs and metrics for operational improvement in different stages
  • Using data science to measure the success of a company and drive value creation
  • Approaches in utilizing data lakes and big data to drive results
  • Value creation team approaches in working with heads of data science
Interactive Working Series 2
11:50 - 12:30

Interactive Working Group 3 | Deep dive discussion for operating partners only: Putting ESG at the heart of your business strategy in the new sustainable economy

This session will allow the audience to join an interactive roundtable discussion with designated facilitators.

  • How does your firm think about ESG, and what specific areas within E, S, and G are covered?
  • ESG due diligence best practices
  • What is the role of the operating partner in driving ESG initiatives?
  • Mapping out and engaging with all key stakeholders on ESG
  • How are ESG based KPIs and metrics being used?
  • Private equity’s ESG journey: what comes next?
11:50 - 12:30

Interactive Working Group 4 | Deep dive discussion for operating partners only: (invitation-only)

This session will allow the audience to join an interactive roundtable discussion with designated facilitators.

Hosted by:

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12:30 - 13:30

Networking lunch

Interactive Working Series 3
13:30 - 14:10

Interactive Working Group 5 | Deep dive discussion for operating partners only

This session will allow the audience to join an interactive roundtable discussion with designated facilitators.

13:30 - 14:10

Interactive Working Group 6 | Deep dive discussion for operating partners only: Evaluating your sales organization’s readiness: Due diligence and assessment best practices

This session will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Understanding traits of salespeople that are so critical
  • Mapping a sales organization: evaluating sales leaders, traits, competencies, and culture
  • Looking at historical performance and financial results of sales readiness
  • Improving the readiness of your salesforce
  • Selecting the right sales talent and leadership
  • Coaching: helping sales leaders and executives to run a salesforce
  • Uncovering great sales data and reporting
Functional Breakout Series 8
14:10 - 14:50

Track 22 | Technology value creation and exit strategy

  • Showing the value of investment in technology, including finance technology, during a PE ownership cycle
  • Building the optimal technology stack
  • Highlighting opportunities for future tech gains for the next owner
  • Pragmatic steps to position for exit
14:10 - 14:50

Track 23 | Culture and strategy to accelerate growth in the first 100 days

A misaligned culture and unclear strategy are two of the most common portfolio company growth barriers. This session is designed to help investors and operators assess, align, and activate both culture and strategy to ensure momentum in the key 100 days post-close.

  • Understanding culture: how do you get the most traction post close in working with executive teams?
  • How to align around the investment strategy to accelerate momentum into growth
  • Establishing clear roadmaps for the organization and help people understand where the company is headed
  • Designing environments that support the new strategy and promote high performance in people
Functional Breakout Series 9
14:50 - 15:30

Track 24 | Managing the total cost of risk

Identifying cost drivers and implementing a strategic approach to improve P&C and benefits insurance performance and spend is key. The property/casualty and benefits insurance value streams are opaque by design. This session will explain the traditional model and show how to:

  • Leverage risk management controls
  • Create underwriting demand
  • Achieve best-in-class program structure and pricing
14:50 - 15:30

Track 25 | Value creation in recurring revenue businesses - keys to success

  • As we see more and more businesses in software and elsewhere move to a “SaaS” type model, what is the role of the operating partner in driving success?
  • How to balance both revenue growth rate and Net Dollar Retention
  • The role of pricing in driving growth and NDR
  • How does digital commerce contribute to growth rates? Is this visible in data?
  • Approaches to measuring and tracking these key performance indicators in portfolio companies
  • Experiences – what has worked – what hasn’t
  • Repeatable patterns for success
Plenary Session
15:30 - 16:00

Optimizing board governance and effectiveness — key elements for success

16:00 - 16:00

Closing remarks and end of conference