Driving next-level portfolio value creation in PE & VC

For over eight years, Private Equity International has been the leading organizer of events dedicated to PE and VC value creators, with Forums across the globe in New York, San Francisco, London and Singapore gathering over 500 operating partners annually. PEI is pleased to bring the Operating Partners Forum back to San Francisco on May 28-29, 2020 after an incredibly successful inaugural Forum in 2019.

The second annual Forum will gather an elite crowd of top value creators in North American PE & VC portfolio operations for even more opportunities to network and gain practical strategies that you can implement straight away. It is the place to meet and get a firm grasp on key technology and growth initiatives with a concentration of West Coast operating partners, private equity leaders, C-level executives, suppliers & resources all in one setting to discuss how to deliver value creation and drive EBITDA.

Highlights from the 2019 Forum included:

  • Next-level value creation and portfolio optimization
  • Due Diligence: getting it right
  • Interactive roundtables to select in key value creation areas: digitalization & technology, human capital, leadership, sales & go-to-market strategy, pricing & product optimization, cost reduction, procurement
  • Growth playbooks: best practices
  • Profit driven digital marketing and digital strategies
  • Cybersecurity and data protection strategies unveiled
  • Using data and KPIs to measure the success of a company and scale the business
  • Creating value in tech companies
  • Utilizing technology for talent acquisition and development
  • Two hour invite-only think tank group discussions for full time PE and VC operating partners

Why attend?

Carve your niche in
portfolio operations

Hear first-hand perspectives on how to further develop your operational skill set by looking at successful PE and VC models.

Learn key strategies
to create value

Find the right tools and knowledge to deliver successful cross-portfolio initiatives.

Network with top PE
and VC value creators

Meet with the largest community of West Coast operational experts all in one place.

Past attendees include

24 Hour Fitness
Accel-KKR Consulting Group
Accordion Partners
ADP
AIQ
Align Capital Partners
AlixPartners
Altamont Capital Partners
Alvarez & Marsal
Am Fam Ventures
Amazon Web Services (AWS)
Angeles Equity Partners
Apax Partners
Apollo Global Management
Arcline Investment Management
Ares Management
Arsenal Capital Partners
Atlantic Street Capital
AUI Fine Foods
Avison Young
Bain Capital Ventures
Baird Capital
Bessemer Venture Partners
Blackhawk Network
The Blackstone Group
Blue Ridge Partners
Blue Wolf Capital
Broadtree Partners
Brookfield Asset Management
Buyouts Insider
CardinalStone Capital Advisers
Catalant Technologies
Clarivate Analytics
Corridor Capital
Costanoa Ventures
Crosslake Technologies
Dyal Capital Partners
EQT Partners
EY-Parthenon
FFL Partners
Flourish Ventures
Francisco Partners Consulting
FTV Capital
GE Ventures
GI Partners
Golden Gate Capital
Graham Partners
Granite Telecommunications
Greenbriar Equity Group
Grupo Breca
GTCR
H.I.G. Capital
Hammond, Kennedy, Whitney & Co
HGGC
HighBar Partners
Huron Capital Partners
Insight Partners
Janrain
K1 Investment Management
Kamylon Holdings
Khosla Ventures
KKR Capstone
KSL Capital Partners
L Catterton
Leonard Green & Partners
Livingbridge
Marblegate Asset Managment
Medistik
Milton Street Capital
Nautic Partners
Norwest Equity Partners
Oaktree Capital
OMERS Ventures
Paine Schwartz Partners
Peninsula Capital Partners
Platinum Equity
PROS Software
PwC
RSM
RTC Partners
Sage Intacct
Sante
Sapphire Ventures
Scale Venture Partners
Serent Capital
Shamrock Capital Advisors
Sightway Capital
Silver Lake
Simon-Kucher & Partners
Siris Capital Group
Skyview Capital
SoftBank Investment Advisers
Spectrum Equity
STG Partners
Sumeru Equity Partners
Sunstone Partners
Swander Pace Capital
Tailwind Capital
Techstars Investments
Teleo Capital Partners
TPG
Treya Partners
Trivest Partners
TSG Consumer Partners
Turn/River Capital
TVV Capital
UC Berkeley
Vector Capital
Venture Capital Journal
West Monroe Partners
XPV Water Partners
Xunama

What our attendees say about the Forum

A quote icon for decorating the content VP, Operations

Private Equity Fund Manager

Great conference, excellent organization. I recommend this for every experienced, emerging and aspiring Operating Partner in Private Equity and Venture Capital…

Read full testimonial

A quote icon for decorating the content Partner and Operational Resource Group Managing Partner

Private Equity Fund Manager

The invite-only think tank provided candid insights into the inner workings of operating partner models across a variety of GPs, from small to mega.

A quote icon for decorating the content Operating Partner

Venture Capital Fund

This was a great conference and I enjoyed networking with everyone at the event

Featured speakers from last year

View all speakers
View all speakers

Download the post-event report

See inside for:

» A sample of past attendees from the 2019 event

» Featured speakers, including experienced operating partners from private equity and venture capital firms

» Top 5 trends impacting operating partners in 2019

Built by and for operating partners

We source insights from our distinguished line-up of advisors representing a broad variety of private equity and venture capital firms to make sure our agenda addresses the topics integral to modern value creation. Read below to learn more about the advisory board members behind the San Francisco edition of the Operating Partner Forum series.


Dale Chang
Operating Partner, Scale Venture Partners


Paul Ilse
Senior Operating Partner, Francisco Partners Consulting


Prital Kadakia
Principal, Growth Team, Serent Capital


Kiran Rao
Director of Portfolio Operations, TPG Capital


Jack Scott
Operating Partner-Human Capital, FFL Partners


Achi Yaffe
Operating Principal, GI Partners

Leading speakers from last year

The inaugural San Francisco Forum featured over 75 experts in value creation. Interested in speaking at the next Forum? Please contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Rahul Ahuja

Co-Founder and Partner, Treya Partners

Jacques Antebi

Operating Executive, Tailwind Capital

Jacques Antebi is an Operating Executive at Tailwind Capital, where he leads the firm’s efforts to accelerate value across all companies in the portfolio. He also assists in sourcing and evaluating opportunities in the business services sector, and p… Read full bio

Rohit Bassi

Managing Director, Operations, Corridor Capital

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Jordan Birnbaum

Vice President and Chief Behavioral Economist, ADP

Joshua Bloom

Partner, Simon-Kucher & Partners

Rami Branitzky

Managing Director, Sapphire Ventures

Chris Chang

Principal, KSL Capital Partners

Dale Chang

Operating Partner, Scale Venture Partners

Lily Chang

Chief Portfolio Services Officer, Leonard Green & Partners

Scott Constance

Principal, PwC

Jim Corey

Managing Partner, Blue Ridge Partners

Brian Crandall

Senior Vice President, Portfolio Operations, Platinum Equity

Carlos de la Fuente

Former President & CEO, Medistik

John Dupuy

Operating Partner, Align Capital Partners

Jeff Epstein

Operating Partner, Bessemer Venture Partners

Sean Epstein

Global Head of Private Equity, SAP

Adam Fless

Managing Director, Portfolio Excellence, Paine Schwartz Partners

Dan Fletcher

Vice President, Value Creation, Vector Capital

Jason Friedrichs

Director, Portfolio Operations, Altamont Capital Partners

Ariel Garcia

Operating Partner, Vector Capital

Ignacio Giraldo

Partner, TPG Growth

Ryan Greene

Operating Partner, Human Capital, Francisco Partners Consulting

Mathew Guliner

Operating Partner – Technology & Innovation, Apollo Global Management

Daniel Heidenreich

Director, Private Equity, RSM US LLP

Mark Huson

Principal, Private Equity Business Development, Amazon Web Services

Paul Ilse

Senior Operating Partner, Francisco Partners Consulting

Prital Kadakia

Principal, Growth Team, Serent Capital

Jim Kaskade

Former CEO, Janrain

Rizwan Khan

Operating Partner - FInance/Analytics, Atlantic Street Capital

Chris Kitching

Operating Partner, HighBar Partners

Jeffrey Klein

Managing Director, Alvarez & Marsal

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

Harel Kodesh

Operating Partner, Silver Lake

Martina Lauchengco

Operating Partner, Costanoa Ventures

Bob Lemmond

Former Chief Commercial Officer, Clarivate Analytics

Breen Liblong

Equity Practice Director, Crosslake Technologies

Kevin Liu

Director, Techstars Investments

Misha Logvinov

Managing Director & Head of IT Strategy, EQT Partners

Alexandra Lutz

Managing Director, EQT Partners

Kahori Matsui

Director, Portfolio Operations, SoftBank Investment Advisers

Michelle McHargue

Operating Partner, Costanoa Ventures

Ryan McMullin

Operating Vice President, Accel-KKR Consulting Group

Gregg Meheriuk

Senior Vice President of Strategy and Transformation, 24 Hour Fitness

Sean Mooney

CEO, BluWave

Martin Mumford

Operating Partner, Angeles Equity Partners

Jeff Nathan

Principal, Portfolio Operations, L Catterton

Clark O'Niell

Managing Director, EY-Parthenon

Rob Ospalik

Partner, Co-Head Global Portfolio Operations, Baird Capital

John Ouren

Operating Partner, STG Partners

Shelley Perry

Operating Partner, Insight Partners

Andy Pickens

Technology Operating Principal – Private Equity, Apollo Global Management

Usman Rabbani

Managing Director, Global Head of Innovation and Technology, KKR

Usman Rabbani (Menlo Park) is KKR's Global Head of Innovation and Technology and a member of the Americas and European Investment Committees and Portfolio Management Committees within the Private Equity business. In these capacities, he works with in… Read full bio

Kiran Rao

Director of Portfolio Operations, TPG Capital

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

Thomas Roberts

Vice President, Worldwide Business Enablement and Insights, Catalant Technologies

Talbott Roche

CEO, Blackhawk Network

Casey Rovinelli

Growth Director, Portfolio Companies, OMERS Ventures

Kate Rubenstein

Managing Director, Portfolio Operations, The Blackstone Group

Girish Satya

Senior Vice President, TSG Consumer Partners

Manvendra Saxena

Operating Partner & Principal, Broadtree Partners

Jack Scott

Operating Partner-Human Capital, FFL Partners

Richard Spencer

Chief Operating Officer & Operating Partner, Kamylon Holdings

Head of Portfolio Management, Kamylon Holdings Founder, Halitics – Digital Transformation Platform for Middle Market PE Backed Companies Richard is the architect of the Kamylon Management System and has led portfolio management for the Firm for 13 ye… Read full bio

Milo Sprague

Senior Technology Advisor, FTV Capital

John Starr

Operating Partner, H.I.G. Capital

Rod Stoddard

Senior Vice President, Portfolio Operations, Skyview Capital

Dan Swander

Operating Partner, Swander Pace Capital

Keith Swiat

Director, West Monroe Partners

Sean Turner

Operating Principal, GI Partners

Andrew Walshe

Director of Portfolio Operations, Sightway Capital

Ken Weaver

Managing Director, TVV Capital

Jesse Weber

Head of Private Equity and Venture Capital, Sage Intacct

Milo Werner

Managing Partner, Ajax Strategies

Jeff Williams

Operating Partner, Bain Capital Ventures

Jim Wilson

Operating Partner, Costanoa Ventures

Eric Witt

Director of Portfolio Operations, TPG Capital

Achi Yaffe

Operating Principal, GI Partners

Nicholas Zeitlin

Managing Director, KKR Capstone

View all speakers

Poll: transforming portfolio companies

No one said that creating lasting value was easy – especially in a struggling company. PEI’s Operating Partner Forums discuss all aspects of value creation, from what it takes to transform a troubled business to how to harness technology to boost the bottom line. More than 200 operating partners attended the New York edition, and as these polls of delegates show, successful transformations have to overcome some significant roadblocks.

 

Pre-Event Resources

Partner with the Forum

The Operating Partners Forum: San Francisco 2020 will offer a unique opportunity for organizations to raise their profile by meeting with private equity value creators across two days of sessions.

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

2019 Sponsors

515 Mason St, San Francisco, CA 94102

JW Marriott

Hotel accommodations

Click here to reserve hotel accommodations in our room block at the JW Marriott. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.