Private Equity
International
International
Operating Partners Forum New York 2023
17 - 18 October 2023,
Convene, 225 Liberty St, New York (New Venue)
The largest global event for private equity value creation
Drive growth 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 growth at a critical time.
Take part in extensive networking opportunities, compare best practices, build new relationships, and influence the future of value creation models at the operating partners event of the year.
“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 Agenda highlights
The 2023 expanded agenda will feature the most prominent areas in value creation for your portfolio companies. Our unique agenda offers interactive working group discussions, think tanks, panels, and our women in PE lunch discussion. Click the headings below for a snapshot:
Value Creation
- Operating partner only think tanks for Human Capital, Sales & Revenue Growth, Finance, and Technology Operating Partners
- Uncovering operating partner-deal team dynamics
- The behaviors of highly effective operating partners
- Women in PE portfolio operations lunch discussion
- How operating partners work best with management teams in the current economy
- Comparing operating partner models & playbooks: what does the future of value creation look like?
Sales & Revenue Growth
- Effective revenue growth during economic downturns
- What does a successful commercial/sales operating partner model look like?
- Uncovering top sales KPIs and metrics utilized by leading firms
- Key considerations in commercial due diligence
- Understanding the most important GTM levers
- Women in revenue portfolio operations lunch discussion
Human Capital
- Talent acquisition, development, and retention during challenging times
- Human capital playbooks from due diligence to the first 100-days
- The evolution of the human capital function in PE: comparing successful models
- The modern C-suite: looking at the right profiles in optimizing performance with agility
- Redefining your human capital playbooks in the current economy
- DE&I in PE: operating partners share thoughts and initiatives
Technology
- AI as a key element of value creation and future tech trends in PE
- Advanced data science and advanced analytics in portfolio operations
- Tech value creation playbooks in the current economy
- Cybersecurity in the modern world: operating partners share dos and don’ts
- Uncovering cloud transformations success stories
- PE-leadership team alignment to effectively deliver digital transformations
Finance
- The evolution of the finance operating partner role and what comes next
- Uncovering portco CFO perspectives in working with PE
- Operating partner-CFO dynamics: looking at successful engagement models
- Cutting costs vs. capacity: how finance departments optimize performance in today’s climate
- The future of finance: enabling a digital and data driven finance department
- Optimizing finance playbooks from due diligence to the first 100-days
ESG
- ESG due diligence best practices
- How are ESG based KPIs and metrics being used?
- What is the role of the operating partner in driving ESG initiatives?
- Practical approaches to drive ESG as part of the value creation plan
Supply Chain & Procurement
- Navigating supply chain disruptions and risk
- Impact of technologies and today’s fast paced e-commerce on your supply chain
- Supply chain cost optimization: individual company vs. cross-portfolio programs
- How to deliver supply chain and procurement transformations
Marketing
- What it really means to have a shared methodology and common language across Marketing, Sales, and Customer Success
- Digital marketing best practices: operating partners share thoughts
- How are you tracking your marketing performance and effectiveness
- How to utilize marketing as a growth lever in the first 100 days
2023 Speakers
Meet the largest operating partner network
“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
The 2023 agenda will be released shortly.
If you are interested in a speaking role please contact Marc Mele at marc.m@peimedia.com.
Click the headings below for a snapshot of this year’s agenda:
Value Creation
- Operating partner only think tanks for Human Capital, Sales & Revenue Growth, Finance, and Technology Operating Partners
- Uncovering operating partner-deal team dynamics
- The behaviors of highly effective operating partners
- Women in PE portfolio operations lunch discussion
- How operating partners work best with management teams in the current economy
- Comparing operating partner models & playbooks: what does the future of value creation look like?
Sales & Revenue Growth
- Effective revenue growth during economic downturns
- What does a successful commercial/sales operating partner model look like?
- Uncovering top sales KPIs and metrics utilized by leading firms
- Key considerations in commercial due diligence
- Understanding the most important GTM levers
- Women in revenue portfolio operations lunch discussion
Human Capital
- Talent acquisition, development, and retention during challenging times
- Human capital playbooks from due diligence to the first 100-days
- The evolution of the human capital function in PE: comparing successful models
- The modern C-suite: looking at the right profiles in optimizing performance with agility
- Redefining your human capital playbooks in the current economy
- DE&I in PE: operating partners share thoughts and initiatives
Technology
- AI as a key element of value creation and future tech trends in PE
- Advanced data science and advanced analytics in portfolio operations
- Tech value creation playbooks in the current economy
- Cybersecurity in the modern world: operating partners share dos and don’ts
- Uncovering cloud transformations success stories
- PE-leadership team alignment to effectively deliver digital transformations
Finance
- The evolution of the finance operating partner role and what comes next
- Uncovering portco CFO perspectives in working with PE
- Operating partner-CFO dynamics: looking at successful engagement models
- Cutting costs vs. capacity: how finance departments optimize performance in today’s climate
- The future of finance: enabling a digital and data driven finance department
- Optimizing finance playbooks from due diligence to the first 100-days
ESG
- ESG due diligence best practices
- How are ESG based KPIs and metrics being used?
- What is the role of the operating partner in driving ESG initiatives?
- Practical approaches to drive ESG as part of the value creation plan
Supply Chain & Procurement
- Navigating supply chain disruptions and risk
- Impact of technologies and today’s fast paced e-commerce on your supply chain
- Supply chain cost optimization: individual company vs. cross-portfolio programs
- How to deliver supply chain and procurement transformations
Marketing
- What it really means to have a shared methodology and common language across Marketing, Sales, and Customer Success
- Digital marketing best practices: operating partners share thoughts
- How are you tracking your marketing performance and effectiveness
- How to utilize marketing as a growth lever in the first 100 days
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, two women’s lunches, and two evening receptions.
Pre-conference reception
Monday, October 16
Operating Partners Forum New York Welcome Reception (invitation-only)
5:30 – 8:00 pm
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.
Hosted by:
Pre-conference dinners
Monday, October 16
Women in PE Portfolio Operations Dinner (invitation-only)
7:30 – 9:00 pm
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.
Sales and Revenue Growth Operating Partners Dinner (invitation-only)
7:30 – 9:00 pm
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 value creation.
Day 1 lunch and reception
Tuesday, October 17
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.
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.
Day 2 breakfast and lunch
Wednesday, October 18
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:
Women in Revenue Portfolio Operations Lunch Discussion (invitation-only for operating partners)
1:00 – 2:00 pm
Join our very first women in revenue portfolio operations lunch to discuss and learn from the women leading revenue in value creation.
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 on . 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.
Pre-Event Resources
2023 Speakers
For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
Lisa Baldwin
Operating Executive, Evergreen Coast Capital
Lisa Baldwin is an Operating Executive at Evergreen Coast Capital, the private equity affiliate of Elliott Investment Management L.P. Ms. Baldwin assists the Evergreen investment team in the areas of IT systems, services, and cloud operations in dili… Read full bio
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
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
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
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
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
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
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
Bobbi Kommineni
Operating Partner, Terminus Capital Partners
Bobbi Kommineni is the Operating Partner at Terminus Capital Partners (TCP), a growth-oriented private equity firm focused exclusively on majority investments in B2B software companies. At TCP, she leads a team of experts in sales, marketing, enginee… 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
Adam Nahari
Vice President, Data and Analytics, Berkshire Partners
Adam leads Berkshire Partners’ innovative data science group. In this capacity, Adam harnesses alternative data in public and private equity investing and drives data related initiatives across the investment lifecycle: algorithmic sourcing, due dili… Read full bio
Greg Pappas
Managing Director, Portfolio Support, Berkshire Partners
Greg Pappas joined Berkshire Partners in 2010 as an Operating Partner and became a Managing Director in 2013. Greg is primarily responsible for overseeing the firm’s portfolio support activities. Greg’s primary Berkshire portfolio company involvement… Read full bio
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
Andy Pickens
Managing Director, Apollo Portfolio Performance Solutions
Mr. Pickens joined Apollo in 2018 and serves as Managing Director, Data & Digital Transformation within the Apollo Portfolio Performance Solutions team. In this capacity, Mr. Pickens works closely with investment teams and management teams to def… 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
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
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
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
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
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
Paul Zuber
Operating Partner, Thoma Bravo
Paul Zuber is an Operating Partner at Thoma Bravo. He brings 30 years of experience in founding and growing successful global technology companies. Paul currently serves as Chairman at Condeco, iOffice-SpaceIQ, Cority, ABC Fitness, MeridianLink, and… 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
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
Venue and hotel
Hyatt Centric Wall Street New York
75 Wall Street, Entrance on Water Street
New York, New York, 10005