International
Operating Partners Forum Napa 2024
13 - 14 June 2024,
The Meritage Resort and Spa, Napa
Accelerate future levers in value creation
Now in its fourth year in person on the West Coast, the Operating Partners Forum will be taking place at the delightful Meritage Resort and Spa in Napa for the very first time. Experience vast opportunities and activities to network with your value creation peers in a relaxed setting in Wine Country. Learn and share best practices with an elite group of PE value creation experts from the leading firms across all functional areas.
The new and expanded Forum includes 2.5 days for all functional specialists and generalists including a dedicated track focused on tech and digital value creation now running across both days of the event.
Save $350+ on your ticket when you register before April 12.
Create the most operationally efficient portfolio companies
Hear first-hand perspectives on how to further develop your operational skill set.
Network with top value creators
Meet with the largest community of operational experts in one place over 2.5 days.
Learn key strategies for cross-portfolio initiatives
Find the right tools and knowledge to create value.
Agenda highlights
The 2024 agenda is carefully curated to feature all functional areas in value creation across 2 days; key highlights include:
- The rise and prominence of the operating partner in PE
- AI for value creation: practical use cases beyond the hype
- Uncovering how talent partners work cross functionally in an operating team to execute human capital strategies
- A full track focused on tech and digital value creation within the breakout series now running across both days of the event
- Accelerating cross-functional integrations for value creation
- Scaling product innovation – strategies for rapid growth
- Integrating commercial due diligence as a key element of your operational toolkit
- Finance in the current landscape: operating partners share challenges and opportunities
- And much more…
Speakers
Meet the leading PE operating partner community:
Agenda
This year’s Forum features all functional areas of value creation across two days. The new and expanded agenda includes a full track on tech and digital value creation across both days of the event.
For more information about the upcoming program, please contact Marc Mele at marc.m@pei.group.
Agenda
Day 1 - Pre-conference events – The Meritage Resort & Spa, Napa - Wednesday 12th
Operating Partners Forum Napa Pre-Event Welcome Reception (invitation-only for operating partners)
Venue: VINEYARD DECK at the Meritage Resort & Spa
Join the operating partners community at our opening grand reception in Wine Country taking place on the hillside of the Meritage’s nine-acre vineyard. Enjoy spectacular vineyard views at sunset and expand your network with the brightest leaders in value creation while indulging in pre-function appetizers, aperitifs, & cocktails.
Operating Partners Forum Napa Welcome Dinner (invitation-only for operating partners
Venue: ESTATE CAVE at the Meritage Resort & Spa
Join us as we welcome all the operating partners for a private dinner to facilitate networking before the conference at the venue’s one-of-a-kind Estate Cave. Increase your connections in a relaxed setting featuring a unique barrel-shaped ceiling illuminated by iron-wrought chandeliers.
Agenda
Day 2 - Thursday 13th
Registration and breakfast
Think tanks for full-time operating partners — value creation war rooms (invitation-only for operating partners)
These closed-door discussions led by your peers will allow you to learn and share best practices of successful operating partners. The think tanks will also allow you to submit topics to be introduced by the facilitators and discussed in the room. Please select one of the rooms by functional area:
Room 1: Tech and Digital Operating Partners
Room 2: Human Capital/Talent Operating Partners
Room 3: GTM, Sales and Revenue Growth Operating Partners
Room 4: Finance Operating Partners
PEI’s welcome and chairman’s opening remarks
The rise and prominence of the operating partner in PE
Value creation as a symphony: amplifying synergies and cross functional integrations
Networking break
Economic and geopolitical pressures on PE: what comes next for value creation in 2024 and beyond?
Practical use cases in applying AI for value creation from due diligence to the first 500 days
Coffee break
Interactive Working Group 1 (for operating partners only) — Integrating commercial due diligence in your operational playbooks
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 2 (for operating partners only) — Workforce compensation challenges and opportunities: uncovering trends beyond executive comp
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 3 (for operating partners only) — Operating Partner-CFO dynamics and models in the current economy
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Tech and Digital Value Creation Working Group 1 (for operating partners only) — Leveraging tech due diligence as a key force in accelerating your digital initiatives for the first 100 days
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Networking lunch
Women in PE and VC portfolio operations lunch discussion (invitation-only for operating partners)
This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations.
Track 1 Operating Partner-Chief Revenue Officer dynamics
Track 2 Uncovering how talent partners work cross functionally in an operating team to deliver value creation through human capital
Track 3 Tech and Digital Room: Cyber-attacks, AI, SEC regulations and geopolitics – a perfect storm driving security transformation in PE portfolio companies
Track 4 Leveraging AI to power revenue growth across your sales function
Track 5 | Beating inflation with advanced pricing strategies
Track 6 Tech and Digital Room: Grasping the cost implications of cloud transformations
Coffee break
Track 7 Uncovering recurring revenue strategies and commercial levers for SaaS companies
Track 8 The evolution of the finance operating partner in PE
Track 9 Tech and Digital Room: How to execute a multi-year digital transformation for a traditionally analog portco
Track 10 The human aspect of AI and its impact on future workforces
Track 11 Anatomy of a product strategy and roadmap - driving outcomes
Track 12 Tech and Digital Room: Unlocking the power of data science and advanced analytics in value creation
Coffee break
Interactive Working Group 4 (for operating partners only) — Advanced pricing strategies as a key commercial enabler in your value creation plan
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 5 (for operating partners only) — Talent recruitment and retention in the current marketplace: sharing tricks of the trade
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 6 (for operating partners only) — Tech for finance: data and digital strategies for financial transformations
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Tech and Digital Value Creation Working Group 2 (for operating partners only) — Cybersecurity operating partner workshop: practitioner’s perspectives
This deep dive discussion designed solely for tech operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
End of day 1 and networking cocktail reception
Venue: EVENT LAWN at the Meritage Resort & Spa
The Meritage’s grandest event venue, the sprawling Event Lawn will provide a delightful setting at the end of the first day for you to chat and hear what is on everyone’s mind after a full day of valuable insights.
Agenda
Day 3 - Friday 14th
Registration and breakfast
Deep dive breakfast discussion 1 (for operating partners only) — Operating Partner-CEO dynamics
This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators.
Deep dive breakfast discussion 2 (for operating partners only) — Operating Partner-deal team dynamics
This breakfast deep dive discussion designed solely for operating partners will allow you to join an interactive discussion with designated facilitators.
Tech and Digital deep dive breakfast discussion 3 (for operating partners only) — AI morning workshop: operating partners share lessons learned
This breakfast deep dive discussion designed solely for tech and digital operating partners will allow the audience to join an interactive discussion with designated facilitators.
Think tanks for full-time operating partners — value creation war rooms (for operating partners only)
Invitation-only think tanks for full-time PE and VC operating partners. These closed-door discussions led by your peers will allow you to learn and share value creation strategies of successful operating partners. Please select one of the rooms:
Room 1: Heads of Portfolio Operations: Team Leaders
Room 2: Advanced Operating Partners
Room 3: Emerging Operating Partners (1-2 years in PE)
Chairman’s welcome
Heads of value creation teams perspectives: an inside look at what your operating team leaders need from you
CEO and management team assessments across the investment lifecycle
Networking break
Accelerating value creation: sharing roadmaps from due diligence to the first 12-15 months
Building & developing impactful teams within your portfolio company workforces
Coffee break
Interactive Working Group 7 (for operating partners only) — Value creation for the exit: operating partners share lessons learned
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Interactive Working Group 8 (for operating partners only) — New vs. old value creation levers: what needs to stay, what needs to be added, and what needs to go?
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive and dynamic discussion with designated facilitators.
Tech and Digital Value Creation Working Group 3 (for operating partners only) — Building efficient and transformative R&D organizations - decoding key metrics
Networking lunch
Tech and Digital operating partners lunch discussion (invitation-only for operating partners) — Advancing tech value creation initiatives with your management teams
This closed-door deep dive lunch discussion solely for tech and digital operating partners will explore key digital and tech strategies to enhance value.
Track 13 Optimizing the distribution side of your supply chain and procurement operations
Track 14 Leveraging customer analytics as a key driver in your sales and revenue growth playbooks
Track 15 Tech and Digital Room: Building a culture of innovation at your portfolio companies
Track 16 GTM strategies, models, and playbooks for success
Track 17 The new and expanded role of the human capital operating partner in PE
Track 18 Tech and Digital Room: What makes a great tech and digital operating partner in the modern world?
Debate: the future of work – RTO vs. remote vs. hybrid
Closing remarks and end of conference
Explore our exclusive operating partner only networking activities
Deepen your relationships and build your network throughout the Forum with our operating partner exclusive networking events taking place in Wine Country for the very first time.
Explore our unlimited networking opportunities, including our pre-event reception & dinner, breakfast and lunch discussions, plus an entire pre-conference itinerary (with access to select Napa wineries). Connect with the leading community of PE operating partners and exchange ideas with key players in value creation that will help you in your day-to-day operations.
Pre-conference reception and dinner
Wednesday, June 12
Operating Partners Forum Napa Welcome Reception (invitation-only)
5:30 – 7:45 pm
Venue: VINEYARD DECK at the Meritage Resort & Spa
Join the operating partners attending the Forum at our opening grand reception in Wine Country taking place on the hillside of the Meritage’s nine-acre vineyard. Enjoy spectacular vineyard views at sunset and expand your network with the brightest leaders in value creation while indulging in pre-function appetizers, aperitifs, & cocktails.
Hosted by:
Operating Partners Forum Napa Welcome Dinner (invitation-only)
7:45 – 9:00 pm
Venue: ESTATE CAVE at the Meritage Resort & Spa
Join us as we welcome all the operating partners for a private dinner to facilitate networking before the conference at the venue’s one-of-a-kind Estate Cave. Increase your connections in a relaxed setting featuring a unique barrel-shaped ceiling illuminated by iron-wrought chandeliers.
Day 1 lunch and reception
Thursday, June 13
Women in PE and VC Portfolio Operations Lunch (invitation-only)
1:00 – 2:00 pm
Venue: The Meritage Resort & Spa
This closed-door lunch discussion will explore what it’s like being a woman in PE & VC portfolio operations. Join this interactive session for an inside look at women’s leadership: challenges and opportunities.
Operating Partners Forum Napa Day 1 Networking Reception
5:30 – 6:30 pm
Venue: EVENT LAWN at the Meritage Resort & Spa
The Meritage’s grandest event venue, the sprawling Event Lawn will provide a delightful setting at the end of the first day for you to chat and hear what is on everyone’s mind after a full day of valuable insights.
Day 2 breakfasts and lunch
Friday, June 14
Operating Partners Forum Napa Deep Dive Breakfasts (operating partners only)
7:45 – 8:30 am
Venue: The Meritage Resort & Spa
These breakfast deep dive discussions, 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.
Digital and Tech Operating Partners Lunch Discussion (operating partners only)
1:00 – 2:00 pm
Venue: The Meritage Resort & Spa
This closed-door deep dive lunch discussion solely for tech operating partners will focus on a strategic area in digital value creation to enhance value. Increase your connections and exchange ideas with tech leaders in value creation.
Featured interactive discussions & networking opportunities
Think Tanks
Led by operating partners and designed for operating partners only, these closed-door war room sessions will allow you to engage in lively discussions with your peers. The think tanks will also allow you to submit topics to be covered while sharing best value creation practices.
Interactive Working Groups
These exclusive deep dive discussions, only available to operating partners, allow you to participate in interactive and dynamic discussions focused on different functional topics with designated expert facilitators.
Pre-Event Resources
Speakers
For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
Connect with the largest community of operating partners on the West Coast
The Operating Partners forums and events are the most efficient and effective way to connect directly with private equity operating partners and value creation experts.
To learn more about ways to create a customized program that maximizes your desired impact and to engage with PEI’s operating partners community, please contact Lawrence Dvorchik by email Lawrence.d@pei.group or call +1 646 545 4429.
Venue and hotel
The Meritage Resort And Spa
875 Bordeaux Way
Napa, CA 94558
DIGITAL & TECHNOLOGY VALUE CREATION
Unlock the next frontier in digital value creation
The Operating Partners Forum Napa will provide an agenda with an entire technology track running across both days of the event. In an increasingly digital world, our leading community of operating partners will discuss and debate strategies and actions in today’s rapidly changing world to deliver value through technology for your companies.
An elite crowd of tech value creators in PE and VC portfolio operations will gather for deep dive discussions on tech transformation and innovation initiatives. Get a firm grasp on how you can impact returns in your role. Brainstorm and benchmark with practical insights from the largest concentration of digital operating partners in a delightful setting that will encourage open conversations.
“As a serial CTO turned Operating Partner, I really enjoyed meeting and hearing from my peers who have had a similar career journey.”
David Rowley
Technology Operating Partner, Diversis Capital
Carve your niche in technology operations
Hear first-hand perspectives on how to further develop your operational skill set.
Learn key technology strategies to create value
Find the right tools and knowledge to deliver successful cross-portfolio initiatives.
Network with top PE
and VC tech value creators
Meet with the largest community of technology operational experts all in one place
Agenda highlights
- Digital & Technology Operating Partners Lunch Discussion (for operating partners only)
- Building a framework for AI: leveraging AI to optimize your processes and deliver value
- Establishing an advanced data governance framework
- What makes a great tech and digital operating partner in today’s world?
- Accelerating tech value creation roadmaps with your management teams
- Product innovation: roadmaps and strategies for execution
- Cybersecurity: dos and don’ts in the current landscape
- Tech due diligence done right
- Leveraging Cloud optimization as a key value creation element
- And much more…