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.

See who attended in 2023

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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.

Operating Partners Forum: Asia

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

“Operating talent everywhere to engage, benchmark and learn from!!”  

Paul Demand

MD & Partner, ShawKwei & Partners

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

View all speakers
View all speakers

Meet the leading PE operating partner community:

Accel-KKR
Accordion Partners
Acertitude
AEA Investors
AlixPartners
Altamont Capital Management
Alvarez & Marsal
Amazon Web Services (AWS)
American Pacific Group
Angeles Equity Partners
Apollo Global Management
BCI
Bloom Equity Partners
Blue Point Capital Partners
BluWave
Bregal Investments
Cerberus Capital Management
Charlesbank Capital Partners
Chief Outsiders
Clayton Dubilier & Rice
Cold Bore Capital Management
Consero Global
CoreTrust
Corsair Capital
Costanoa Ventures
CPE
Davidson Kempner Capital Management
Deloitte
Diversis Capital
Entromy
EQT Partners
FFL Partners
Frazier Healthcare Partners
FTV Capital
General Atlantic
Generation Capital
Genstar Capital
GI Partners
Goldman Sachs
Graham Partners
Grain Management
Grant Thornton
GrowthCurve Capital
H.I.G. Capital
Hellman & Friedman
Highview Capital
Huron Capital Partners
Incline Equity Partners
Insight Partners
Kelso & Co
KKR
Luminate Capital Partners
Mainsail Partners
Maple Street Advisors
Marlin Operations Group
Mercury Partners
Mubadala
New Harbor Capital
Newlight Partners
New Mountain Capital
NGP Capital
Norwest Venture Partners
Oaktree Capital
OGCI Climate Investments
ORIX Capital Partners
Palladium Equity Partners
ParkerGale Capital
Parthenon Capital Partners
Peak Growth Consulting
Permanent Equity
Plandek
Pollen Street Capital
Portfolio Advisors
PPC
PwC
Rackspace
Resurgens Technology Partners
RKON
Roark Capital Group
RSM
Sage Intacct
Sagemount
Salesforce
Saragossa
SaxeCap
Searchlight Capital Partners
Serent Capital
Shamrock Capital Advisors
Silver Lake
Simon-Kucher
SkyKnight Capital
SoftBank
Southfield Capital
Strattam Capital
Sumeru Equity Partners
Sumitomo Corporation of Americas
Summit Partners
Sunstone Partners
Symphony Technology Group Partners
TCG
TELEO Capital
Telstra Ventures
Teneo
The Sterling Group
Tipalti
TowerBrook
TPG
True Wind Capital
TSG Consumer Partners
Upwork
Vector Capital
Veritas Capital
Warburg Pincus
Welsh, Carson, Anderson and Stowe
West Monroe Partners
Zscaler

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.

 

Download the 2024 preliminary agenda

Day 1 Day 2 Day 3
View agenda page

Agenda

Day 1 - Pre-conference events – The Meritage Resort & Spa, Napa - Wednesday 12th

17:30 - 19:45

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.

19:45 - 21:00

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

07:30 - 08:45

Registration and breakfast

07:45 - 08:40

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 

08:45 - 09:00

PEI’s welcome and chairman’s opening remarks

Plenary
09:00 - 09:40

The rise and prominence of the operating partner in PE

09:40 - 10:20

Value creation as a symphony: amplifying synergies and cross functional integrations

10:20 - 10:50

Networking break

Plenary
10:50 - 11:30

Economic and geopolitical pressures on PE: what comes next for value creation in 2024 and beyond?

11:30 - 12:10

Practical use cases in applying AI for value creation from due diligence to the first 500 days

12:10 - 12:20

Coffee break

Interactive Working Groups Series I
12:20 - 13:00

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.

12:20 - 13:00

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.

12:20 - 13:00

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.

12:20 - 13:00

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.

13:00 - 14:00

Networking lunch

13:00 - 14:00

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.

Functional Breakouts I
14:00 - 14:40

Track 1 Operating Partner-Chief Revenue Officer dynamics

14:00 - 14:40

Track 2 Uncovering how talent partners work cross functionally in an operating team to deliver value creation through human capital

14:00 - 14:40

Track 3 Tech and Digital Room: Cyber-attacks, AI, SEC regulations and geopolitics – a perfect storm driving security transformation in PE portfolio companies

Functional Breakouts II
14:40 - 15:20

Track 4 Leveraging AI to power revenue growth across your sales function

14:40 - 15:20

Track 5 | Beating inflation with advanced pricing strategies

14:40 - 15:20

Track 6 Tech and Digital Room: Grasping the cost implications of cloud transformations

15:20 - 15:30

Coffee break

Breakout Series III
15:30 - 16:10

Track 7 Uncovering recurring revenue strategies and commercial levers for SaaS companies

15:30 - 16:10

Track 8 The evolution of the finance operating partner in PE

15:30 - 16:10

Track 9 Tech and Digital Room: How to execute a multi-year digital transformation for a traditionally analog portco

Functional Breakouts IV
16:10 - 16:50

Track 10 The human aspect of AI and its impact on future workforces

16:10 - 16:50

Track 11 Anatomy of a product strategy and roadmap - driving outcomes

16:10 - 16:50

Track 12 Tech and Digital Room: Unlocking the power of data science and advanced analytics in value creation

Networking coffee break
16:50 - 17:00

Coffee break

Interactive Working Groups Series II
17:00 - 17:40

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.

17:00 - 17:40

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.

17:00 - 17:40

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.

Digital & Tech Interactive Working Group Series III
17:00 - 17:40

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.

17:40 - 18:40

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

07:30 - 08:30

Registration and breakfast

07:45 - 08:30

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.

07:45 - 08:30

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.

07:45 - 08:30

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.

08:30 - 09:15

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)

Plenary
09:15 - 09:20

Chairman’s welcome

09:20 - 10:00

Heads of value creation teams perspectives: an inside look at what your operating team leaders need from you

10:00 - 10:40

CEO and management team assessments across the investment lifecycle

10:40 - 11:00

Networking break

Plenary
11:00 - 11:40

Accelerating value creation: sharing roadmaps from due diligence to the first 12-15 months

11:40 - 12:20

Building & developing impactful teams within your portfolio company workforces

12:20 - 12:30

Coffee break

Interactive Working Groups Series III
12:30 - 13:10

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.

12:30 - 13:10

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.

Digital & Tech Interactive Working Group Series III
12:30 - 13:10

Tech and Digital Value Creation Working Group 3 (for operating partners only) — Building efficient and transformative R&D organizations - decoding key metrics

13:10 - 14:00

Networking lunch

13:10 - 14:00

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.

Functional Breakouts V
14:00 - 14:40

Track 13 Optimizing the distribution side of your supply chain and procurement operations

14:00 - 14:40

Track 14 Leveraging customer analytics as a key driver in your sales and revenue growth playbooks

14:00 - 14:40

Track 15 Tech and Digital Room: Building a culture of innovation at your portfolio companies

Functional Breakouts IV
14:40 - 15:20

Track 16 GTM strategies, models, and playbooks for success

14:40 - 15:20

Track 17 The new and expanded role of the human capital operating partner in PE

14:40 - 15:20

Track 18 Tech and Digital Room: What makes a great tech and digital operating partner in the modern world?

15:20 - 16:00

Debate: the future of work – RTO vs. remote vs. hybrid

16:00 - 16:10

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.

Speakers

 

For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.

Brian Barnum

Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital

Alex Bello

Director, Product and Technology Strategy, EQT Group

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Andy Caine

CoE, COO and Partner, Frazier Healthcare Partners

Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

Rory Gaston

Group Managing Director, Saragossa

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Ignacio Giraldo

Partner, TPG Rise

Matt Hollcraft

Operating Partner – Cybersecurity, H.I.G. Capital

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Jeffrey Malcolm

Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

Michael Monagle

Principal, Portfolio Operations, Providence Equity Partners

Sean Mooney

CEO, BluWave

Daniel Perry

Director of Sales and Commercial Excellence, Parthenon Capital

Eli Potter

CIO as a Service, Insight Partners

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

Kyle Roemer

Managing Director, Head of Catalyst Group, Incline Equity Partners

Jorge Rosales

Senior Vice President, Insight Partners

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

Carsten Weber

Technology Director, The Sterling Group

Eric Wilson

Principal, Portfolio Operations, NextGen Growth Partners

Ercan Ucak

Vice President, Cerberus Capital Management

Prerak Vohra

Managing Director, Goldman Sachs Asset Management

Achi Yaffe

Managing Director, Portfolio Operations, GI Partners

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

View the venue

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.

Operating Partners Forum: Asia

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…