The largest global event for private equity value creators

Now in its ninth year, Private Equity International’s Operating Partners Forum: New York is the single largest event in the world specifically dedicated to anyone concerned about private equity portfolio operational assessment and value creation.

The Forum continues to draw the most established operating partners on stage as well as in the audience, giving delegates a chance to discuss effective, practical strategies that they can implement right away.

Attendees will have extensive opportunities to network, build relationships and compare best practices with their peers and leaders who helped define the role, grow the field and influence its future direction.

Forum highlights this year include:

  • Three think tank group sessions for operating partners only: emerging operating partners, seasoned operating partners, and human capital operating partners
  • Interactive roundtables focused on key value creation areas: digitalization & technology, human capital, leadership, sales & go-to-market strategy, pricing, cost reduction, procurement and more
  • The Operating Partners Human Capital Forum: A half day dedicated to operating partner specialists in human capital
  • What makes a great operating partner?
  • Operating partner perspectives and insights on digital transformation and its impact
  • Data analytics to monitor and improve portfolio performance
  • Best practices for talent acquisition and development
  • Relationships between the investment team and the operating team
  • Operating partner-CEO alignment and how to get leadership right
  • CEO perspectives in looking at accelerating growth and driving transformations
  • How to deal with turnarounds and distressed situations
  • How to drive top line value creation initiatives and engage with portfolio companies
  • Cybersecurity and resiliency: what to do if it happens to your business?
  • Women in private equity portfolio operations breakfast
  • AI and robotic automation for value creation
  • How software and AI are changing the future of finance

Keynote interview | Increasing asset value and managing risk in long term investments

Mark Sotir
Co-President
Equity Group Investments

As Co-President, Mark oversees all aspects of EGI. He focuses on maximizing and sustaining the value of the firm’s investment portfolio, and on optimizing Sam’s vast network. With nearly 20 years of board and CEO experience, Mark employs his leadership inside and outside our firm. He manages and develops our corporate investment team and deploys Sam’s active-ownership approach by engaging with portfolio company management to improve business strategies and operating structures, aligning all toward achieving optimum shareholder value.

Do you have the right value creation resources in place to make the case when investors come calling?

Create the most operationally efficient portfolio companies

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

Network with 300+ 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.

Past attendees have said

A quote icon for decorating the content David Dougherty, Synergy

It was exceptional for me. I am working to become an operating partner and I got more done to that end through the panels and networking than I have on my own i…

Read full testimonial

A quote icon for decorating the content Greg J Pappas, Berkshire Partners

In my view, this is the foremost event where the largest ecosystem of partners, suppliers and resources gather annually.

A quote icon for decorating the content Mark Hannigan, CEO, Fortior Ventures Inc.

Wonderful event that delivered on my objectives and was good value for money.

Previous attendees included

Accel-KKR Consulting Group
AEA Investors
Alberta Investment Management Corp. (AIMCo)
Angeles Equity Partners
Arsenal Capital Partners
Baring Private Equity Asia
BlueMountain Capital Management
Boyne Capital
Bregal Sagemount
Brentwood Associates
BV Investment Partners
The Carlyle Group
Fondo de Fondos
Francisco Partners Consulting
GI Partners
Golden Gate Capital
Hammond, Kennedy, Whitney & Co.
HGGC
HIG Capital
High Road Capital Partners
KSL Capital Partners
Leonard Green & Partners
Lion Capital
Nautic Partners
OMERS Private Equity
Ontario Teachers' Pension Plan
Permira
Provenance
Renovo Capital
The Riverside Company
Scale Venture Partners
Sightway Capital
Southfield Capital
Sun Capital Partners
Vector Capital

Meet the Advisory Board

Cory Eaves
Operating Partner
General Atlantic

Hami Ebrahimi
Managing Director, Operations & Strategy
OMERS Private Equity

Jim Howland
Managing Director and Operating Partner
Morgan Stanley Capital Partners

Michael Kohlsdorf
President
Francisco Partners Consulting

Lane McDonald
Industry Value Creation
Partners Group

Michael Song
Managing Director, Portfolio Operations
Providence Equity

(OPEN ACCESS FOR ALL ATTENDEES WHO ATTEND THE MAIN OPERATING PARTNERS FORUM NEW YORK)

Visit our co-located Operating Partners Human Capital Forum New York 2019

 

The Operating Partners Human Capital Forum will bring together an elite crowd of top human capital value creators and operating partner specialists.

 

2019 agenda

View each tab below to explore 2019’s agenda, packed full with insightful roundtables, panel discussions and powerful networking breaks for the leaders in value creation.

For speaking opportunities for 2019, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 16th

Plenary sessions
07:30 - 08:30

Women in PE & VC portfolio operations breakfast

This closed-door session will explore what it’s like being a woman in PE & VC portfolio operations:
• What are the issues causing a disparity in genders?
• Exploring career paths, development, and how to position yourself as female leaders
• What are you doing at your companies to tackle diversity and open dialogue?
• Are there any changes in recruiting that will create a more equal playing field?
• Looking at trends and stats in gender & diversity in PE & VC

Facilitators:
Lily Chang, Chief Portfolio Services Officer, Leonard Green & Partners
Tricia Witty, Senior Principal, Ontario Teachers’ Pension Plan

 

Hosted by:

07:45 - 08:30

Registration and continental breakfast

08:30 - 08:40

Chairman's welcome

08:40 - 09:20

Uncovering key success factors in turnarounds

• Understanding warning signs and weaknesses early on to develop your strategy
• Defining key success factors to go from distressed to transformation
• Sharing successful turnaround war stories: dos and don’ts in troubled situations
• How can operating partners work with management teams to enact an effective turnaround plan?
• Focusing on a viable business with growth potential and the workforce of the future
• Utilizing data-driven analysis in your turnaround strategy

Moderator:
Ray Anderson, Principal, Transaction Advisory Services, EY

09:20 - 10:00

Proactive management of the PE-CEO-CFO relationship

• Grasping misalignments in the PE firms’ investment theses
• Achieving senior team alignment in the first 100 days
• How to you create buy-in for your value creation plan with management?
• How can PE best support portco CEOs and CFOs?
• Risk, governance, leadership: what are the pain points?
• Helping management teams that are great at running a business think about growing a business
• Board dynamics: how CFOs work with the board and with CEOs as strategic partners

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

Panelists:
Michael Kohlsdorf, President, Francisco Partners Consulting
Mike Pulli, CEO, Verifone

10:00 - 10:30

Keynote interview | Increasing asset value and managing risk in long term investments

Interviewee:
Mark Sotir, Co-President, Equity Group Investments

10:30 - 10:50

Networking break

10:50 - 11:20

Strategic implementation of digital transformations throughout the lifecycle

• Looking at specific ways operating partners are harnessing better digital strategies for returns based on where they are in their lifecycle
• Covering the four phases: due diligence, 100 days, hold, exit
• Understanding how operating partner teams get started when it comes to thinking more digitally
• How do you diagnose digital opportunities & analytic capabilities and catalyze change across your portfolio?
• What are the implications for each stage of the investment? What are important differences by industry?

Moderator:
Brad Haller, Director, Mergers & Acquisitions, West Monroe Partners

11:20 - 11:50

The art of the operating deal: operational best practices in the deal evaluation phase

• Operating synergies: how the deal was done and what role did the operating partner have in it in terms of due diligence and then post-close
• Achieving an operating partner mentality at your firm: integrating operating partners in the investment lifecycle
• Operating partner success factors when partnering with deal teams
• How does your team define a successful deal? Are there standard growth, EBITDA, cost, or ROI metrics that are utilized?
• How do you really get at what the opportunities are to understand what the value creation plan should be?

11:50 - 12:20

CEO perspectives: accelerating growth and transforming models

• Inside the mind of a CEO – what they think about and what keeps them up at night
• Understanding playbooks for growth by industry sector and how value creation is different in every sector
• Moving quickly on top line growth
• Dissecting operational models and executional capabilities that work for the CEO

Moderator:
Jim Corey, Managing Partner, Blue Ridge Partners

12:20 - 13:00

Interactive value creation working groups

This session will allow the audience to break into interactive roundtable discussions with designated facilitators at each table. The following key value creations areas will be covered per table:
• Table 1: Digitalization & technology
• Table 2: Human capital & leadership
Facilitator:
Hami Ebrahimi, Managing Director, Operations & Strategy, OMERS Private Equity
• Table 3: Sales & go-to-market strategy
• Table 4: Pricing
• Table 5: Cost reduction/optimization
• Table 6: Digital Marketing
• Table 7: Supply chain & procurement
Facilitator:
Wendy Buxton, President, LynnCo Supply Chain Solutions
• Table 8: Finance
• Table 9: Automation
• Table 10: Governance

13:00 - 14:00

Networking luncheon

Functional Business Series 1
14:00 - 14:40

Track 1 | Panel | Cultural integration ingredients for success

Whether a merger equals or add-ons to a platform, when it comes to successful integration, leaders are often missing (or worse, ignoring) a critical element necessary for short and long-term value creation: organizational culture. Lack of successful cultural integration impacts the number one value driver in the combined firm—the people getting the job done. This session will explore key considerations for driving a cohesive cultural vision, integration, and ongoing execution in the midst of a complex transaction to achieve synergy targets.

14:00 - 14:40

Track 2 | Panel | Advanced analytics – turning data into revenue & EBITDA

• Reliance on conventional KPIs actually blocks revenue & EBITDA gains
• Integrated analytics pinpoint previously invisible revenue & EBITDA upsides
• Real-time profit impact visualizations sharpen planning & tighten control
• Ongoing analytics link revenue & EBITDA impacts to specific operating decisions
• Advanced analytics enables an entirely new level of operating control & financial results

14:00 - 14:40

Track 3 | Roundtable | Operating partner perspectives: managing relationships with third party advisors

• When to use consultants vs build capability in-house
• Which specialized third-party support is most valuable for opcos?
• How to identify and select third-party providers
• How to scope projects and manage third parties during the course of a project
• How do you view third party advisors in the value creation process?
• How to hold third parties accountable and how to hold portfolio companies accountable

Moderator:
Sean Mooney, CEO, BluWave

Participants:
Andrew Walshe, Director of Portfolio Operations, Sightway Capital

14:00 - 14:40

Track 4 | Roundtable

• Sharing success stories of partnerships with deal teams, management, and external resources
• Impact of recent trends on due diligence & valuations
• Commonly overlooked sources of value

Moderator:
Curt Gendron, Senior Manager, M&A Advisory, Crowe

Functional Business Series 2
14:40 - 15:20

Track 5 | Panel | Operational due diligence: pre-deal assessments of the leadership team – how to know if and when to switch out members to rapidly achieve the value creation plan

• Framing the thought process around organizational leadership changes
• Criteria for evaluating leaders in portfolio companies with PE owners
• Assessing the cultural impact of making early and significant changes in leadership
• How to manage through the change and motivate the team/organization to support the changes
• Lessons learned – where leadership changes went well and hindsight from changes that went wrong

Moderator:
Shannon Gabriel, Managing Director, Leadership Solutions, TBM Consulting Group

14:10 - 15:20

Track 6 | Panel | How software and AI are changing the future of finance

Learn about how the modern finance function is being transformed by software, AI and new approaches in the back-office. This panel of experts will dive into how AI and other technology is altering the jobs of CFOs. Throughout the conversation, we will share insights on the impact technology has on finance.

Moderator:
Scott Tynes, CEO, Consero Global

14:40 - 15:20

Track 7 | Roundtable | The most important sales effectiveness questions

• Key questions and benchmarks during diligence
• Ongoing metrics to track during the hold period
• When to invest in additional sales headcount
• When to invest in overlay headcount (e.g. lead gen, channel, specialists)
• When to invest in enablement, technology and tools

14:40 - 15:20

Track 8 | Roundtable | Cybersecurity and resiliency: what to do if it happens to your business?

• Vetting cyber security when acquiring companies in deals
• Discussing standards for cyber security across portfolio
• Information security assessments: how to keep your guard up
• First-hand portfolio examples covering what to do if it happens to your business

Participants:
Mike Barry, Operating Partner, Francisco Partners Consulting

Functional Business Series 3
15:20 - 16:00

Track 9 | Panel | Leveraging the procurement transformation angle for EBITDA improvement & valuation enhancement

• Individual company cost optimization vs. cross-portfolio programs
• Looking at cost savings/procurement optimization in the diligence phase
• Procurement transformations in the first 100 days
• Building cross-portfolio strategic roadmaps and the importance of spend visibility

Moderator:
Jake Wojcik, Senior Vice President, Insight Sourcing Group & SpendHQ

15:20 - 16:00

Track 10 | Panel | Developing a successful multichannel sales strategy in an increasingly digital world

• Focusing on digital sales transformations and profit driven digital marketing channels to drive topline growth and scale your business
• Optimizing the digital sales organization: what strategies and playbooks are you using?
• Understanding your digital marketing effectiveness in looking at the consumer
• Utilizing strategic marketing efforts and growth strategies based on market dynamics
• Key insights in demand generation, voice of customer, messaging, and content creation

15:20 - 16:00

Track 11 | Roundtable | PE sponsor-CFO relationship dynamics

• Discussing the good, the bad, and the confusing aspects of the PE firm-finance dynamic
• Uncovering the misalignment between the value that sponsors feel they provide their portfolio companies, and how that value is (or is not) received by CFOs
• Looking at helpful insights to improve CFO-PE sponsor communication, collaboration, and ultimately, investment success
• Examining five critical dimensions: the focus – PE-backed CFO objectives, the model – PE firm organizational & operational paradigms, the value – PE firm contributions & guidance, the work – CFO reporting & resourcing, the fault lines – big picture problems

15:20 - 16:00

Track 12 | Roundtable | Getting tech right in first 100 days to be prepared for the next 3 years

• Vetting your tech infrastructure to identify limitations and IT cost reduction
• Managing transitions smoothly from a tech and digital point of view
• What does your 100-day tech plan look like and what can be modified in the process?
• Fast start accelerators – adding value through tech enablement early on
• What tech tools are you using to drive more efficiency, improve performance, and scale your business?
• What outcomes were realized from technology to drive value creation for revenue & operations

Moderator:
A.Amarnath, Senior Vice President & Global Head – Strategic Engagements, Wipro

Plenary sessions
16:00 - 16:15

Networking break

16:15 - 16:45

The future of work: automation to accelerate value creation

• How are you thinking about opportunities around automation?
• Doing automation right: utilizing automation technologies to accelerate value creation
• How to prioritize and align business and technology priorities
• Enabling scale & improving profitability
• Transforming the cost base and accelerating margin expansion

16:45 - 17:15

Building out pricing capabilities in your portfolio

• Identifying pricing value in your portfolio early on
• Capturing pricing upside and other profitable growth opportunities within portfolio companies
• How pricing compares to other value creation strategies across PE deals
• Case studies in strategic pricing projects and other topline initiatives
• Integrating data to inform pricing decisions

17:15 - 17:45

What makes a great PE operations team in the modern-day tech boom?

• What roles exist on your operations team? What are the specialist skill sets & traits of successful operating partners? What makes a great digital operating partner?
• What will the future of the role look like in an increasingly digital world?
• What are current best practices in building out an operating team: structures, staffing, & value creation programs
• In-house operating capacity vs. outsourced services/advisors
• How to quantify operating partner performance: KPIs and metrics used by firms
• What are the primary goals for your team and how are you positioned with your portfolio?
• Engaging with portfolio companies to drive initiatives: is your approach autocratic or laissez faire?

17:45 - 18:45

End of day one chairman's remarks & cocktail reception

Agenda

Day 2 - Thursday 17th

Plenary sessions
07:30 - 08:45

Invitation-only think tank for full-time operating partners: value creation war room

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 covered to include trends in PE/VC impacting the role, compensation, third-party providers, best value creation practices and the toughest challenges operating partners face daily. It will allow you to select one of the three groups divided by experience levels and your role in portfolio operations.

Group A: Advanced/Seasoned Operating Partners
Facilitators:
Cory Eaves, Operating Partner, General Atlantic
Gregg Kaplan, Operating Partner, Pritzker Private Capital

Group B: Emerging Operating Partners
Facilitators: 

Group C: Human Capital Operating Partners
Facilitators: 

07:45 - 08:45

Registration and continental breakfast

08:45 - 08:50

Chairman’s welcome

08:50 - 09:20

Human capital as a key value creation lever

• Utilizing the hottest technology & best resources for talent acquisition, assessment & development
• How do you evaluate and select a search firm?
• What level in the organization does your PE firm get involved in talent selection? Do you get involved in talent issues at lower levels?
• What do you see as the chief challenge in recruiting/retaining talent in your portfolio companies?
• Quantifying the impact/ROI of human capital – what processes are generating returns?
• Performance improvement through people: goals, incentives, and compensation

09:20 - 09:50

Breaking down cloud impact from diligence to optimization

• How portfolio companies leverage cloud to increase value
• Reducing risk and accelerating value by considering cloud maturity
• Best practices to create repeatable results
• Developing a cloud first culture
• Overcoming challenges and roadblocks
• Thinking beyond cost to business value
• What tools were used to accelerate engagement

Moderator:
Tara Jones, Private Equity Partner Manager, Amazon Web Services

09:50 - 10:20

Accelerating value and reducing risk in carve-outs and divestitures

The objective is to discuss where value exists in the planning and execution phases of carve-outs, and understand the respective roles of PE investors, management and partners in positioning for and driving value. What is the impact of time to market to get to stand-alone entity vs. spend? Are there trade-offs and what does exceptional look like?
• What are key value levers driving successful carve-outs and getting to a stand-alone entity? How do PE investors, management and partners view these levers? Is there transparency and alignment on value?
• What are the risks, cost, time and value trade-offs that need to be considered?
• What strategies are required to reduce complexities, risks and improve the value equation? Are there areas in pre-close, quiet period and post close where slack time can be used to drive value?
• Where can tools and technology make a difference? What should partners be considering as we go forward?
• Discuss the most common pitfalls and pain points for PE investors, management and partners
• What does success look like? What are the right metrics and internal controls to avoid misalignment?

Moderator:
Martin Glenn, Principal, RSM US

10:20 - 10:45

The cognitive enterprise: reinventing your company with AI

• Redesigning company workflows around AI
• Going beyond AI
• How are you thinking about opportunities around IoT and blockchain?
• What IoT means for your industry and how it can make companies more efficient, flexible and productive
• The cognitive reinvention: understanding where and how to apply modernization and repeatable innovation

10:45 - 11:00

Networking break

Functional Business Series 4
11:00 - 11:40

Track 13 | Panel | Add-on acquisitions: best PE practices in adopting the buy and build philosophy

• Cost synergies and revenue synergies: best practices for automating synergy tracking
• Cash flow analysis in a high velocity “buy and build” environment
• How to think about a company’s cash flow when they’ve had multiple mid-year acquisitions
• Creating a playbook to prepare a company’s process, technology, and people for a merger
• How to execute a strategy successfully to avoid a clash in systems/culture

11:00 - 11:40

Track 14 | Panel | Transportation, mobility, delivery & distribution innovation for your portco businesses

• Looking at spend and capitalization of your equipment to help manage transportation
• Understanding the future of mobility with innovation: autonomous vehicles
• Best practices in managing distribution and delivery for your portfolio companies

11:00 - 11:40

Track 15 | Roundtable | Monitoring & quantifying portfolio performance with data science & technologies

• 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
• Should value creation teams include heads of data science?

11:00 - 11:40

Track 16 | Roundtable

Functional Business Series 5
11:40 - 12:20

Track 17 | Panel | Modernizing back office operations: the power and value of a true shared services model

• Rationalizing back-office overhead costs through an outsourced shared services model
• Converging technological trends to remake the back-office: SAAS, outsourcing, and robotic process automation

Moderator:
Nate Medoff, Partner, ContinuServe

11:40 - 12:20

Track 18 | Panel | Leveraging cloud communications in a global, mobile workplace

Changes in how people choose to communicate today, dispersed mobile workforces, increasingly global interactions, and demand for integration with core cloud business systems are driving rapid change in the communications space. How can your PE firm and portfolio companies best leverage these technologies to improve communications and operations while also cutting costs?

11:40 - 12:20

Track 19 | Roundtable |Three strategies to grow EBITDA through finance

• Aligning people/process/technology for fast wins
• Architecting change: business models, M&A, talent
• Scaling up with technology: best practices

11:40 - 12:20

Track 20 | Roundtable | Leveraging the supply chain for growth

• Leveraging technology & data to enhance your global supply chain process
• Strategic sourcing to be most effective in your sector
• Effective planning to simplify complexities and reduce costs
• Executing with precision in today’s fast pace world of e-commerce

Plenary sessions
12:20 - 12:50

Tricks of the trade: driving top line value creation initiatives in addressing key elements of a business

• What areas/levers drive the most value creation in focusing on operating partner operations in different stages?
• What holds you back from driving the most value fast?
• Tracking value creation performance: do you track? How do you track?
• What approach do you use to ensure that your strategy is aligned to execution and that you have clear visibility to the progress of activities towards EBITDA goal achievement?
• Building and incorporating playbooks for growth: what is being done that is new and improved to help companies?
• Looking at cross-portfolio programs vs. individual portfolio company initiatives
• How are you thinking about exit? Is there anything that you doing specifically in relation to exit?

12:50 - 13:15

LP views of the operating partner role and its significance in the industry

• LP views and demands in looking at differences in operating partners models and how they are applied
• What could the industry do better and what do LPs want to see?
• How do LPs diligence operating partners and value creation during their fund diligence?
• How do LPs evaluate operating partners in steering their investments?
• Are LP views of operating partners and value creation influencing how PE firms utilize operating partners?

13:15 - 14:00

Closing remarks

Operating Partners Human Capital Forum NY 2019
13:15 - 14:00

Operating Partners Human Capital Forum networking luncheon

14:00 - 14:05

Chairman’s welcome

14:05 - 14:45

Big data & workforce analytics: looking at the future of human capital with AI on the horizon

• How is AI affecting and going to affect recruiting and developing talent?
• Utilizing workforce analytics to quantifying performance improvement across the portfolio
• What tools have you effectively used to analyze team dynamics and make comparisons of management capability across your assets
• Innovations in “people data science” to uncover hidden patterns in data to make you reconsider how you pay, retain and engage your employees
• Utilizing big data to help you win the war for talent

14:45 - 15:20

Digital operating partner-CEO alignment

15:20 - 15:30

Networking break

15:30 - 16:10

Global human capital operations: best strategies for taking your portfolio operations global

• Portfolio company expansion: support low head count in multiple countries
• Risk-management strategy: employment contracts designed to mitigate exposure to risk
• Cross-border benefits: offering locally appropriate benefits packages to maximize employee retention post deal close
• Help your portfolio companies negotiate with candidates in any country where they find employees
• Engage a team in any country where your portfolio company wants to hire employees
• Cross-border M&A best practices from a human capital perspective

Moderator:
Bob Cahill, Chief Financial Officer, Globalization Partners

16:10 - 16:45

What makes a great human capital operating partner?

• What will the future role of the human capital operating partner look like – looking at the emerging role of the chief talent officer
• How do you provide the most value in your HR operating partner role? When does your firm engage the human capital operating partner and for what?
• Looking at prerequisites, backgrounds, and skill sets that enable success in the role
• Are you involved in strategy around succession planning, compensation, and management incentives?
• How are you thinking about diversity and diversity of boards?
• How do you use external consultants?

16:45 - 16:50

End of conference



Speakers

Mike Barry

Operating Partner, Francisco Partners Consulting

Senior executive with proven track record of identifying, developing and bringing innovative and complex products to market with high quality in a timely manner. Combination of strong technical leadership abilities and experience in small, medium and… Read full bio

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Ted is an expert on leadership and organization who helps CEOs and investors solve their toughest people and organizational problems. He consults with senior leaders worldwide to help them answer challenging questions such as, Who should run my compa… Read full bio

Wendy Buxton

President, LynnCo Supply Chain Solutions

Wendy Buxton, President, has an established reputation in diverse industries for excelling growth of organizations through corporate vision, strategic planning, and the power of effective leadership. Ms. Buxton's career as an executive level strategi… Read full bio

Lily Chang

Chief Portfolio Services Officer, Leonard Green & Partners

Lily joined LGP in 2004. As Chief Portfolio Services Officer, Lily leads LGP’s collaborative efforts with portfolio company management teams. Lily currently serves on the Board of Directors of JOANN Stores. Prior to LGP, she worked at Nissan North Am… Read full bio

Jim Corey

Managing Partner, Blue Ridge Partners

Jim is a co-founder of Blue Ridge Partners and now serves as the firm’s managing partner. For 30 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 250 companies on revenue-rel… Read full bio

Cory Eaves

Operating Partner, General Atlantic

Cory Eaves leads General Atlantic's Resources Group, providing expertise and strategic counsel to GA's investment teams. He brings to this role more than 20 years of operational experience, including previously serving as Chief Technology Officer of… Read full bio

Hami Ebrahimi

Managing Director, Operations & Strategy, OMERS Private Equity

Coming soon..

Shannon Gabriel

Managing Director, Leadership Solutions, TBM Consulting Group

Shannon Gabriel is Managing Director of TBM’s Leadership Solutions practice where she partners with clients to identify and resolve weaknesses within their organizational structure and hiring process, build bench strength and engage our interim consu… Read full bio

Brad Haller

Director, Mergers & Acquisitions, West Monroe Partners

Throughout his career, Brad Haller has managed diverse management consulting and technology projects, advising C-level executives and private equity investors with a variety of needs that include due diligence, post-merger integration, divesture anal… Read full bio

Gregg Kaplan

Operating Partner, Pritzker Private Capital

Gregg Kaplan was the Founder and Former CEO of Redbox DVD Rental, bringing it from scratch in 2002 to over $2 billion in revenue in 11 years. Currently, Mr. Kaplan is an Operating Partner at Pritzker Private Capital leading the firm’s activities in t… Read full bio

Michael Kohlsdorf

President, Francisco Partners Consulting

Mike Kohlsdorf is President of Francisco Partners Consulting (FPC) and is Co-Chairman of the Portfolio Committee. He joined Francisco Partners (FP) as an Operating Partner in March of 2011. FP has raised in excess of $14 billion to date with investme… Read full bio

Sean Mooney

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 industry experienced significant and growing pressures to devise new ways to more effectively assess opportuniti… Read full bio

Mike Pulli

CEO, Verifone

Mike Pulli joins Verifone from Francisco Partners Consulting where he provided operational consulting services to Francisco Partners and its portfolio companies. He previously served as CEO of UK-based Pace plc from 2011 to 2016. At Pace, which was p… Read full bio

Mark Sotir

Co-President, Equity Group Investments

As Co-President, Mark oversees all aspects of EGI. He focuses on maximizing and sustaining the value of the firm’s investment portfolio, and on optimizing Sam’s vast network. With nearly 20 years of board and CEO experience, Mark employs his leadersh… Read full bio

Scott Tynes

CEO, Consero Global

Scott is the CEO and co-founder of Consero Global which is a Finance as a Service (FaaS) firm. Consero runs the finance function for over 250 companies nationwide and has assessed over 1,000 finance departments over the last 12 years. Scott has a pas… Read full bio

Andrew Walshe

Director of Portfolio Operations, Sightway Capital

Andrew Walshe joined Sightway Capital, formerly known as Two Sigma Private Investments, in 2016 to lead the group’s Portfolio Operations efforts. He serves as a key partner to Sightway’s platform companies by working closely with management teams to… Read full bio

Tricia Witty

Senior Principal, Ontario Teachers' Pension Plan

Tricia Witty joined Ontario Teachers' Portfolio Management team in 2016. She supports our portfolio companies in identifying and capturing value creation opportunities, particularly in the area of Operations. Prior to joining Ontario Teachers', Trici… Read full bio

Jake Wojcik

Senior Vice President, Insight Sourcing Group & SpendHQ

Jake Wojcik is Senior Vice President at Insight Sourcing Group as well as their spend visibility company, SpendHQ. He has over 20 years of experience in management consulting with a focus on procurement, sourcing, and supply chain management. Jake ha… Read full bio
View all speakers

Partner with the Forum

The Operating Partners Forum 2019 will offer a unique opportunity for organizations to raise their profile by meeting with the largest gathering of private equity value creators across two days of sessions.

For exclusive sponsorship packages for 2019, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.

PLATINUM

Leadership

Operational Improvement

Intelligent Automation

Pricing and Monetization

Knowledge Partner

LEAD

Management Advisory

Finance as a Service

Human Capital

Organic Revenue Growth

Positive Equity

Digital Transformation

Supply Chain

Emerging Technologies

SPONSORS

Supporting associations

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Host publication

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Location

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

Hotel accommodations are available at the Kimpton Muse Hotel, 130 W 46th St, New York, NY 10036. Use booking code AA5 upon checkout.  Click here to book your place.