The leading West Coast value creation event

The Operating Partners Forum San Francisco brings together an elite crowd of value creators in North American PE and VC portfolio operations.

Join the third in-person event to get a firm grasp on key initiatives to transform operationsdeliver growth, and drive value for your portfolio companies in this crucial time in the economic cycle.

With dedicated sessions focused on digital transformation and using technology to create value, the Forum connects the West Coast’s leading community of operating partners, private equity leaders, C-level executives, suppliers & resources.

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 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

2023 Agenda highlights

The 2023 agenda is carefully curated to feature the most prominent functional areas in value creation for your portfolio companies. Click the headings below for a snapshot of some of the top features you’ll find in the agenda:

 

Value Creation

  • One hour invitation-only think tanks led by operating partners for operating partners only with a focus on 1 talent, 2 sales, and 3 technology
  • Making the most of disruption in a downturn – portco CEO and operating partner playbooks
  • The evolution of the operating partner role

Revenue Growth

  • Digitally enabled commercial effectiveness
  • Keys of GTM, sales and marketing strategies from diligence to exit
  • Smart revenue initiatives: unlocking better growth and boosting commercial value creation

Human Capital

  • Playbooks: impact of a downturn/recession on the human capital function
  • What makes a great talent partner/human capital operating partner team?
  • Operating partners share best practices in talent acquisition, retention, and development

Supply Chain & Procurement

  • The future value creation supply chain playbook
  • Navigating supply chain disruptions and responses
  • Supply chain and procurement cost optimization

Finance

  • Operating partner-CFO dynamics: driving engagement, support, and initiatives
  • Financial innovation to drive growth plans
  • Enabling a data-driven CFO

Technology

  • An entire Forum on day 2 dedicated to driving tech as a key lever for value creation

2023 Speakers

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Meet the largest West Coast operating partner community:

Advent International
Altamont Capital Partners
Amazon Web Services (AWS)
Apollo Global Management
Arcline Investment Management
Blue Point Capital Partners
The Carlyle Group
Cota Capital
Diversis Capital
GI Partners
Grant Thornton
H.I.G. Capital
HGGC
HighBar Partners
Incline Equity Partners
Leonard Green & Partners
Maverix Private Equity
Oaktree Capital Management
Oracle
Partners Group
PwC
Roark Capital
Sapphire Ventures
Serent Capital
The Sterling Group
Strattam Capital
Sumeru Equity Partners
Sunstone Partners
Sway Ventures
Thoma Bravo
TSG Consumer Partners
Vista Equity Partners
Warburg Pincus

Unlock new frontiers in digital value creation

Step into the future of technological strategy during the second day of the Forum.

 

Learn more

Operating partners agenda
The leading West Coast value creation event
Day 1

View 2022 agenda


Unlocking the next frontier in digital value creation
Day 2

View 2022 agenda

2022 Agenda

Day 1
View agenda page

Agenda

Day 1 - Thursday 2nd

07:30 - 09:00

Registration and breakfast

07:45 - 08:40

Think tanks for full-time operating partners — value creation war room (invitation-only)

Jason Friedrichs, Rami Branitzky, Albert Vazquez-Agusti

Invitation-only think tank for full-time PE and VC operating partners. This closed-door discussion will allow you to learn and share best value creation practices of successful operating partners. The think tank will allow you to submit topics in advance to be covered in the room. Please select one of the two rooms:

Think Tank Room 1 Private Equity
Facilitators:
Jason Friedrichs,
Director, Portfolio Operations, Altamont Capital Partners

Think Tank Room 2 Venture Capital
Facilitators:
Rami Branitzky,
Partner, Sapphire Ventures
Albert Vazquez-Agusti, Partner, Sway Ventures

A speaker photo for Jason Friedrichs

Jason Friedrichs

Director, Portfolio Operations, Altamont Capital Partners

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A speaker photo for Rami Branitzky

Rami Branitzky

Partner, Sapphire Ventures

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A speaker photo for Albert Vazquez-Agusti

Albert Vazquez-Agusti

Partner, Sway Ventures

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08:40 - 09:00

PEI’s welcome and chairman’s opening remarks

Tim Sanders

Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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Plenary Sessions
09:00 - 09:40

The future of value creation and the end of the pandemic: what comes next?

Jeffrey Klein, Paul DeMand , Bala Ganesan, John Roselli, Menno Veeneklaas
  • How to perform in an environment of increased interest rates and inflation
  • How is the value creation recipe changing? How 100-day plans are changing/accelerating in the current environment and years to come?
  • To what extent is price inflation and wage inflation impacting approaches at your portfolio companies?
  • Where is PE investing its time and resources across value creation to fight off inflationary pressures?
  • How is private equity “future-proofing” and building resilience in its portfolios?
  • Essential steps and countermeasures for your portfolio companies
  • Uncovering longer term operational investments and approaches in looking at valuations as interest rates are rising

Moderator:
Jeffrey Klein, Managing Director, Alvarez & Marsal

Panelists:
Paul DeMand,
Managing Director and Partner, ShawKwei & Partners
Bala Ganesan, Managing Director, Special Situations, Oaktree Capital Management
John Roselli, Operating Partner, New Harbor Capital
Menno Veeneklaas, General Operating Partner, Allegro Funds

A speaker photo for Jeffrey Klein

Jeffrey Klein

Managing Director, Alvarez & Marsal

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A speaker photo for Paul  DeMand

Paul DeMand

Managing Director and Partner, ShawKwei & Partners

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A speaker photo for Bala Ganesan

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

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A speaker photo for John Roselli

John Roselli

Operating Partner, New Harbor Capital

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A speaker photo for Menno Veeneklaas

Menno Veeneklaas

General Operating Partner, Allegro Funds

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09:40 - 10:20

Scaling management teams and organization capabilities for growth

Dan Hawkins, Coley Florance, Ignacio Giraldo, Karina Sobieski

The talent crisis and continued growth in private equity investments have placed extreme pressure on investors and management teams to quickly scale CEOs, management and the broader organization. Management due diligence and talent assessments are not new in private equity and work for the talent you have but do little to determine the talent and organization you need to grow your investment portfolio company. As growth equity continues to take center stage in the PE world, listen to how these professionals ensure their portfolio teams can scale with the value creation plan. These experts in talent strategy and operating performance will discuss topics such as:

  • Translating the value creation plan into critical capabilities and roles
  • How to assess CEOs for growth
  • Scaling the management teams
  • Establishing an organization blueprint that aligns with the value creation plan
  • When and how to make changes at the top
  • Warning signs on an organization’s ability to add capacity

Moderator:
Dan Hawkins, Founder and CEO, Summit Leadership Partners

Panelists:
Coley Florance, Head of Talent, Spectrum Equity
Ignacio Giraldo, Partner, TPG Growth
Karina Sobieski, Human Capital Director, Portfolio Support Group, Advent International

A speaker photo for Dan Hawkins

Dan Hawkins

Founder and CEO, Summit Leadership Partners

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Coley Florance, Spectrum Equity

Coley Florance

Head of Talent, Spectrum Equity

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A speaker photo for Ignacio Giraldo

Ignacio Giraldo

Partner, TPG Growth

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A speaker photo for Karina Sobieski

Karina Sobieski

Co-head, Portfolio Human Capital Practice, Advent International

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10:20 - 11:00

The archetype of a world class operating team: PE and VC share best practices

Greg Petraetis, Rami Branitzky, Martina Lauchengco, Marco Mendes, Paul Zuber
  • Uncovering where successful operating partner teams focus their attention: value creation team processes, resources, and playbooks; how to deploy an operating team
  • What does your engagement approach look like? How will the engagement approach change in a more remote world? How do you build trust?
  • Comparing operating partner models and the evolution of operating teams: how is the operating partner model changing at your firm?
  • Team designs: generalists to functional specialists; have you added new specialists?
  • How is value creation different in PE vs. VC and what can each learn from each other? What lessons can PE and VC share to enable some degree of crosspollination
  • Bridging the gap between the investment team model and what happens in reality
  • Making the “magic quadrant” work: how the deal partner, operating partner, CEO, and board can work together to deliver value creation

Moderator:
Greg Petraetis, Managing Director, Midmarket and Partner Ecosystem, North America, SAP

Panelists:
Rami Branitzky,
Partner, Sapphire Ventures
Martina Lauchengco, Partner, Costanoa Ventures
Marco Mendes,
Managing Director, Portfolio Support Group, Advent International
Paul Zuber, Operating Partner, Thoma Bravo

A speaker photo for Greg Petraetis

Greg Petraetis

Managing Director, Midmarket and Partner Ecosystem, North America, SAP

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A speaker photo for Rami Branitzky

Rami Branitzky

Partner, Sapphire Ventures

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A speaker photo for Martina Lauchengco

Martina Lauchengco

Partner, Costanoa Ventures

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A speaker photo for Marco Mendes

Marco Mendes

Partner, Head of Portfolio Group North America, Advent International

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A speaker photo for Paul Zuber

Paul Zuber

Operating Partner, Thoma Bravo

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11:00 - 11:35

Unlocking the transformative due diligence imperative

Houston Slatton, Deborah Gallegos, Drew Scielzo, Sheheryar Shah
  • Where are PE Firms investing time and resources across functional areas in due diligence?
  • Uncovering key focus areas for diligence: costs, human capital, ESG, technology, and go-to-market strategies
  • Refining your due diligence playbook in identifying risks and value creation opportunities
  • How do you think about doing due diligence across the portfolio to look for ways to enable, accelerate, or open a new strategic opportunity?
  • Looking at why and how operating partners should play a greater role in due diligence
  • Partnering with deal teams for success: how to manage tension between the deal side and value side and what is the right way to integrate both sides
  • Understanding how due diligence impacts the holistic cycle and your value creation journey

Moderator:
Houston Slatton,
Senior Director, BluWave

Panelists:
Deborah Gallegos,
Managing Director, Palladium Equity Partners
Drew Scielzo, Operating Partner, ACON Investments
Sheheryar Shah, Chief Operating Officer and Chief Investment Officer, ZT Corporate

A speaker photo for Houston Slatton

Houston Slatton

Senior Director, BluWave

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A speaker photo for Deborah Gallegos

Deborah Gallegos

Managing Director, Palladium Equity Partners

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A speaker photo for Drew Scielzo

Drew Scielzo

Operating Partner, ACON Investments

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A speaker photo for Sheheryar  Shah

Sheheryar Shah

Chief Operating Officer and Chief Investment Officer, ZT Corporate

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11:35 - 12:00

Networking break

Interactive Working Groups Series I
12:00 - 12:40

Interactive Working Group 1 (for operating partners only) | The war for talent and the Great Resignation: operating partners share war stories

Dan Grosh, Todd Hall

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Uncovering creative ways to respond to the Great Resignation outside of paying portco teams significantly more
  • What are good practices in finding talent at the various levels not just the executive level in this environment? How are you recruiting talent remotely?
  • Sharing stories in dealing with wage increases and compensation, building out teams, and working with remote workforces
  • Understanding the importance of culture in attracting and retaining talent

Facilitators:
Dan Grosh, Operating Partner, Diversis Capital
Todd Hall, Director, AspireHR

Dan Grosh- Diversis capital

Dan Grosh

Operating Partner, Human Capital, Diversis Capital

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A speaker photo for Todd Hall

Todd Hall

Director, AspireHR

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12:00 - 12:40

Interactive Working Group 2 (for operating partners only) — 100-day plans: operating partners share dos and don’ts

Lou Brothers

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Fast start: coming out strong from day one in onboarding new portfolio companies even in the face of recent uncertainty
  • What’s key for your first 100 days to convert to execution?
  • How 100-day plans are changing in the current environment and years to come
  • How to prioritize: identifying the most important value creation areas to focus on
  • Best practices for the first 90–180 days vs. 365+
  • Day 1-100: structured approaches, pragmatic actions, and tools to bring about rapid alignment and focus

Facilitator:
Lou Brothers, Principal, National Leader for Operations Due Diligence, RSM US

A speaker photo for Lou Brothers

Lou Brothers

Principal, National Leader for Operations Due Diligence, RSM US

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12:40 - 13:40

Networking lunch

12:40 - 13:40

Women in PE and VC portfolio operations lunch (invitation-only)

Kelly Carlson, Jean Hill

This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations:

  • Exploring career paths, development, and how to position ourselves as female leaders
  • Is your firm focused on women’s leadership at portfolio companies?
  • What initiatives are you driving for women on boards across portcos? What can be done?
  • Does your firm have any specific programs, leadership coaching, or assessments geared towards promoting women’s leadership?
  • Looking at trends and stats in gender in PE and VC

Facilitators:
Kelly Carlson,
Managing Director, Head of Talent, STG Partners
Jean Hill, Managing Director, Alvarez & Marsal

Sponsored by:

A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

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A speaker photo for Jean Hill

Jean Hill

Managing Director, Alvarez & Marsal

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Breakout Series I
13:40 - 14:20

Track 1 | Putting ESG at the heart of your business strategy in the new sustainable economy

Scott Corwin, Andrew Collins, Sam Johnson, Ashley McNamee, Avi Sahi, Susan Stella
  • Practical steps to embedding ESG within value creation
  • Mapping out and engaging with all key stakeholders on ESG
  • How do your portfolio companies think about ESG in looking at climate change, and their carbon footprint? Any other specific areas within ESG?
  • What are the implications of not adequately addressing ESG?
  • ESG due diligence best practices
  • ESG reporting: what is the level of rigor needed? How are ESG based KPIs, and metrics being used?
  • What is the role of the operating partner in driving ESG initiatives?

Moderator:
Scott Corwin, Managing Director, US Leader for Sustainability and Climate Change, Deloitte

Panelists:
Andrew Collins,
Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)
Sam Johnson, Vice President, Portfolio Operations and Head of ESG, Arcline Investment Management
Ashley McNamee, Director of ESG – Portfolio Transformation Group, Revelstoke Capital Partners
Avi Sahi, Chief Commercialization Officer, OGCI Climate Investments
Susan Stella, Head of Investor Relations and ESG, Activate Capital

A speaker photo for Scott Corwin

Scott Corwin

Managing Director, US Leader for Sustainability and Climate Change, Deloitte

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A speaker photo for Andrew Collins

Andrew Collins

Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)

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A speaker photo for Sam Johnson

Sam Johnson

Vice President, Portfolio Operations and Head of ESG, Arcline Investment Management

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A speaker photo for Ashley  McNamee

Ashley McNamee

Director of ESG, Revelstoke Capital Partners

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A speaker photo for Avi Sahi

Avi Sahi

Chief Commercialization Officer, OGCI Climate Investments

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A speaker photo for Susan  Stella

Susan Stella

Head of Investor Relations and ESG, Activate Capital

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13:40 - 14:20

Track 2 | Rapid acceleration value creation plans for the mid-market

Adam Williams, Marc Herdegen, Thad Longson, Manvendra Saxena, Juliane Stephan
  • Uncovering post COVID rapid acceleration value creation plans in starting your journey with mid-market portfolio companies
  • How do you have an immediate impact in mid-market companies and what does your engagement model look like?
  • How do you get management teams aligned when shifting management teams?
  • Uncovering approaches in engaging with founder led mid-market companies: dos and don’ts; how to have them let go of the reigns and trust the management teams to build and scale
  • Looking at four phases: the legacy team, the middle management team to get where needed, the more specialized team, and the exit phase
  • How do you drive rapid market entry for more traditional companies?
  • Looking at enterprise value maps and broad-based acceleration with tools, resources, and partners: how to do it quickly and robustly for it to have an ongoing impact in the lifecycle sooner and sooner

Moderator:
Adam Williams, Vice President, Private Equity, Symphony

Panelists:
Marc Herdegen,
Senior Operating Partner, Strategy, New State Capital Partners
Thad Longson, Operating Principal, HGGC
Manvendra Saxena, Operating Partner
Juliane Stephan, Principal, Catalyst Group, Incline Equity Partners

A speaker photo for Adam Williams

Adam Williams

Vice President, Private Equity, Symphony

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A speaker photo for Marc Herdegen

Marc Herdegen

Senior Operating Partner, Strategy, New State Capital Partners

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A speaker photo for Thad Longson

Thad Longson

Operating Principal, HGGC

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A speaker photo for Manvendra Saxena

Manvendra Saxena

Operating Partner

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A speaker photo for Juliane Stephan

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

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Breakout Series II
14:20 - 15:00

Track 3 | State of the PE sponsor-CFO relationship: alignment, expectations, and impact

Rishi Jain, Agnes Krygier, Brian Regan, Carlos Rodriguez , David Savage
  • Examining the PE sponsor-CFO relationship across three critical dimensions
  • 1- Measuring the business: collecting clean data to inform insights
  • 2- Managing the business: turning clean data into analysis, and then into insights in order to make informed business decisions (reporting, technology infrastructure, KPIs)
  • 3- Scaling the business: utilizing value levers to drive accelerated growth
  • Looking at misalignment between PE sponsors and CFOs as vital intel in service of sponsor-CFO expectations, communication, collaboration, investment success, and a roadmap for progress
  • Understanding how the CFO role has changed and how the office of the CFO is becoming more strategic for value creation
  • How to optimize your finance function through people, processes, and technology

Moderator:
Rishi Jain, Managing Director and Co-Head of Western Region, Accordion

Panelists:
Agnes Krygier, Director, Portfolio Operations, GI Partners
Brian Regan, Managing Director and Chief Financial Officer, Spectrum Equity
Carlos Rodriguez, Senior Vice President, Operations, CriticalPoint Capital
David Savage, Head of Portfolio Operations, Arcline Investment Management

A speaker photo for Rishi Jain

Rishi Jain

Managing Director and Co-Head of Western Region, Accordion

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Agnes Krygier, GI Partners

Agnes Krygier

Director, Portfolio Operations, GI Partners

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A speaker photo for Brian Regan

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

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A speaker photo for Carlos Rodriguez

Carlos Rodriguez

Senior Vice President, Operations, CriticalPoint Capital

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A speaker photo for David Savage

David Savage

Head of Portfolio Operations, Arcline Investment Management

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14:20 - 15:00

Track 4 | Igniting growth levers: optimizing recurring revenue across the full bowtie

Lauren Goldstein, Scott Graham, Kevin Jeon, Ray Villareal

As recurring revenue organizations think about revenue optimization, they quickly see that the traditional sales and marketing funnel no longer applies. To achieve sustainable growth, the most successful companies are employing a full funnel strategy, using a ‘bowtie’ rather than ‘funnel’ and applying a common operating system across Sales, Marketing, and Customer Success. Join this session to hear from operating partners who are successfully applying this framework across their portfolios. We will dig into topics including:

  • Changing the mindset from traditional funnel to full bowtie
  • The principles behind the bowtie, and why this makes sense for recurring revenue models
  • Identifying and unlocking growth levers
  • What it really means to have a shared methodology and common language across Marketing, Sales, and Customer Success
  • How to think about training in the talent shortage in this context
  • The biggest areas that are drivers of growth across SaaS portfolios in 2022

Moderator:
Lauren Goldstein, Practice Lead, Private Equity Business, Winning by Design

Panelists:
Scott Graham, Operating Partner, Marketing and Growth, Diversis Capital
Kevin Jeon, Director of Revenue Optimization, Peak Performance Group, Summit Partners
Ray Villareal, Partner, Strattam Capital

A speaker photo for Lauren Goldstein

Lauren Goldstein

Private Equity Practice Lead, Winning by Design

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A speaker photo for Scott Graham

Scott Graham

Operating Partner, Marketing and Growth, Diversis Capital

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A speaker photo for Kevin Jeon

Kevin Jeon

Director of Revenue Optimization, Peak Performance Group, Summit Partners

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A speaker photo for Ray Villareal

Ray Villareal

Partner, Strattam Capital

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Breakout Series III
15:00 - 15:40

Track 5 | Marketing as a growth lever in the first 100 days

Shiv Narayanan, Brett Derby, Mark Fiske, Tye Howell, Prachi Kanabar
  • Understanding marketing as a value creation lever and why some companies don’t grow as fast in the first 100 days
  • Understanding what needs to be done in the diligence phase
  • How do you think about demand generation, lead generation opportunities, integration of departments, and how to scale?
  • How does marketing support sales: what works and what doesn’t? How to stay involved with sales enablement; how to ensure they have what is needed
  • How do you think about brand in association with SaaS companies?
  • How do you think about holistic growth: how to optimize your marketing process?
  • Uncovering pricing strategies for marketing
  • Measurement and analytics: how are you tracking your marketing performance and the effectiveness of marketing spend, what channels do you use?

Moderator:
Shiv Narayanan, CEO and Founder, How To SaaS

Panelists:
Brett Derby,
Vice President, Portfolio Operations, GI Partners
Mark Fiske, Operating Partner, Digital and Marketing Strategies, H.I.G. Capital
Tye Howell, Managing Director of Data and Digital, Blue Point Capital Partners
Prachi Kanabar, Head of Portfolio Operations, Sunstone Partners

A speaker photo for Shiv Narayanan

Shiv Narayanan

CEO and Founder, How To SaaS

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A speaker photo for Brett Derby

Brett Derby

Vice President, Portfolio Operations, GI Partners

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A speaker photo for Mark  Fiske

Mark Fiske

Operating Partner, Digital Strategies, H.I.G. Capital

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A speaker photo for Tye Howell

Tye Howell

Managing Director, Data and Digital, Blue Point Capital Partners

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A speaker photo for Prachi Kanabar

Prachi Kanabar

Head of Portfolio Operations, Sunstone Partners

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15:00 - 15:40

Track 6 | Driving maximum value creation through specialized, composable digital procurement

Stefan Dent, Paul Dhaliwal

When it comes to big procurement technology, everyone has a horror story to tell. Learn how specialized, low-code digital procurement technology is changing the game for procurement practitioners in ways that big procurement technology hasn’t:

  • Understanding the top 3 limitations of big procurement technology
  • Optimizing your existing technology investments in the new era of digital procurement
  • How specialized solutions are helping procurement leaders achieve digital procurement transformation faster
  • Implementing best practice cost reduction strategies via optimized spend management and visibility
  • How Tail spend management has become a potent source of value creation for private equity

Presenters:
Stefan Dent,
Chief Alliances Officer, Simfoni
Paul Dhaliwal, Director, KKR Capstone

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Stefan Dent

Chief Alliances Officer, Simfoni

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A speaker photo for Paul Dhaliwal

Paul Dhaliwal

Director, KKR Capstone

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15:40 - 16:00

Networking coffee break

Interactive Working Groups Series II
16:00 - 16:40

Interactive Working Group 3 (for operating partners only) | Improving pricing strategy during inflationary times

Jorge Rosales, Sara Yamase

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Implementing urgent and opportunistic pricing changes in current times
  • Identifying and executing on pricing and packaging quick wins
  • Understanding the importance of monitoring competitors’ price changes and positioning
  • Leveraging segmentation, value positioning, and value communication to improve and sustain price realization in the medium-term
  • Using data and other tools for better pricing and adjustments
  • Aligning value delivered with willingness-to-pay by using strategic pricing and packaging for longer-term pricing change
  • Engaging with companies to successfully execute pricing projects

Facilitators:
Jorge Rosales, Vice President, Growth Team – Pricing Center of Excellence, Serent Capital
Sara Yamase, Partner, Simon-Kucher & Partners

A speaker photo for Jorge Rosales

Jorge Rosales

Senior Vice President, Growth Team, Serent Capital

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A speaker photo for Sara Yamase

Sara Yamase

Partner, Simon-Kucher & Partners

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16:00 - 16:40

Interactive Working Group 4 (for operating partners only) | Navigating supply chain disruptions and post-COVID best practices

George Rhymestine

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Uncovering severe supply chain disruptions that have had significant impacts on timely delivery and product costs
  • How is inflation/price inflation affecting distribution costs and your supply chain strategy overall?
  • What new/recent strategies have you adopted to enhance resiliency and meet customer demand?
  • Are you looking at more solutions in region for your region?
  • How have constraints affected your ability to grow and drive innovation in companies?
  • What are some innovative examples of supply chain management that worked through the pandemic?
  • Supply chain cost optimization in this environment: individual company vs. cross-portfolio programs

Facilitator:
George Rhymestine, Vice President, Insight Sourcing Group

A speaker photo for George Rhymestine

George Rhymestine

Vice President, Insight Sourcing Group

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Interactive Working Groups Series III
16:40 - 17:20

Interactive Working Group 5 (for operating partners only) | The future of sales and GTM strategies: operating partners share their thoughts

Ted Kamionek, Dave Leong

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Evaluating your sales organization’s readiness: due diligence and assessment best practices
  • Mapping and coaching a sales organization in looking at sales leaders, teams, traits, competencies, compensation, and culture
  • Understanding best practices in setting a foundation from sales methodologies to go to market strategies
  • Which KPIs matter the most: key leading and lagging GTM metrics
  • Common alignment across portcos: GTM strategies and sales efficiency to optimize your revenue generating function
  • How to solve go to market in finding the right partners and resources: what approaches work and don’t work?
  • Sharing differences in how to go to market for tech companies vs. non tech companies from both a diligence and optimization perspective
  • The future of sales and GTM in looking at tech levers, lead generation, data, automation, and segmentation

Facilitators:
Ted Kamionek, Operating Partner, STG Partners
Dave Leong, Account Executive, Illumiti

A speaker photo for Ted Kamionek

Ted Kamionek

Operating Partner, STG Partners

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A speaker photo for Dave Leong

Dave Leong

Account Executive, Illumiti

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16:40 - 17:20

Interactive Working Group 6 (for operating partners only) | Financial transformations: operating partners share their thoughts

Sarah Dickens Spoja

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Uncovering CFO key skills for portfolio company growth and management
  • How can operating teams position the CFO for success? What works and what doesn’t?
  • Establishing roadmaps for CFOs: digitizing your finance practice and reporting best practices
  • How have you worked with CFOs to define their path to value via data and automation? What areas of automation in finance and accounting have been the most successful?
  • Looking to automation and general efficiency improvements as an answer to the ‘talent crunch’ of finance and accounting professionals
  • How does the CFO navigate the increasing IT complexity of today’s world, especially without an IT background?
  • Uncovering stories of how finance teams and modern CFOs are embracing automation as a value-add service

Facilitator:
Sarah Dickens Spoja, Chief Financial Officer, Tipalti

A speaker photo for Sarah Dickens Spoja

Sarah Dickens Spoja

Chief Financial Officer, Tipalti

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17:20 - 18:20

End of day 1 and networking cocktail reception

Explore our exclusive operating partner only networking

Expand your relationships and build your network with our operating partner exclusive networking events taking place throughout the Forum. Join our community of the brightest leaders in value creation that will help you in your day-to-day operations.

Pre-conference networking

Tuesday, June 6

Operating Partners San Francisco and Technology Forum Welcome Reception (invitation-only)

5:30 – 8:00 pm
Venue:
Hotel Nikko Main Lobby, 222 Mason Street

Join the operating partners attending the San Francisco and Technology Forum at our opening reception in the main lobby of Hotel Nikko. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

Women in PE and VC Portfolio Operations Dinner (invitation-only)

7:30 – 9:00 pm
Venue: KANPAI Lounge, Hotel Nikko, 222 Mason Street

Join us as we welcome the women in PE portfolio operations attending the San Francisco and Technology 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.

Day 1 lunch and reception

Wednesday, June 7

Women in PE and VC Portfolio Operations Lunch (invitation-only)

12:40 – 1:40 pm
Venue: Hotel Nikko, 222 Mason Street

This closed-door lunch discussion will explore what it’s like being a woman in PE and VC portfolio operations.

Operating Partners San Francisco Forum Day 1 Networking Reception

5:20 – 6:20 pm
Venue: Hotel Nikko, 222 Mason Street

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

Thursday June 8

Technology Deep Dive Breakfast (operating partners only)

7:30 – 8:45 am
Venue: Hotel Nikko, 222 Mason Street

This breakfast deep dive discussion designed solely for operating partners will focus on sharing key strategies for delivering value creation through technology with your peers.

Women in Tech Portfolio Operations Lunch Discussion (invitation-only)

1:00 – 2:00 pm
Venue: Hotel Nikko, 222 Mason Street

Join our very first women in tech portfolio operations lunch to discuss and learn from the women leaders in tech value creation.

Featured interactive discussions & networking opportunities

Think Tanks

The closed-door session led by operating partners for operating partners only will allow you to engage in lively discussions with your peers. The thinks tanks will also allow you to submit topics to be covered in looking at the best value creation practices.

Interactive Working Groups

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 functional areas of value creation.

2023 Speakers

Mark Fiske

Operating Partner, Digital Strategies, H.I.G. Capital

Mark is an Operating Partner at H.I.G. Capital focused on marketing and digital strategies. Mark is based in the San Francisco office. In his role, he partners with portfolio organizations to develop and build comprehensive marketing and digital stra… Read full bio
Dan Grosh- Diversis capital

Dan Grosh

Operating Partner, Human Capital, Diversis Capital

Dan Grosh is an Operating Partner, Human Capital at Diversis. He focuses on talent strategy, enhancing leadership teams and special projects for Diversis and the firm’s portfolio. Dan has played a significant role at Calibre One. He served on the glo… Read full bio

Tye Howell

Managing Director, Data and Digital, Blue Point Capital Partners

Tye Howell, Blue Point Capital Partners’ Managing Director of Data and Digital, is responsible for the development and execution of Data Analytics and Digital Transformation strategies for Blue Point’s portfolio companies alongside the rest of the te… Read full bio

Prital Kadakia

Partner, Serent Capital

Prital is a Partner at Serent Capital. He leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue and earn… Read full bio

Slade Kobran

Managing Partner, Private Equity, Chief Outsiders

Slade is Chief Outsiders’ Managing Partner focused exclusively on the Private Equity sector. Based in the Greater NYC area, he works closely with Private Equity Operating Partners and other value creators to quickly identify and engage the Chief Outs… Read full bio

Misha Logvinov

Managing Director, Head of Technology Strategy, EQT

Misha joined EQT in 2018 as Managing Director and Head of IT Strategy. In his role, he is advising the EQT's investment teams and portfolio companies on digital transformation. Previously, he was Group Vice President of Cloud Customer Success at Orac… Read full bio

Martin Mumford

Operating Partner, Angeles Equity Partners

Martin is an Operating Partner at Angeles Equity Partners. He is responsible for the evaluation and due diligence of new investment opportunities, driving post-close transformation and providing oversight across portfolio investments. Prior to joinin… Read full bio

Eli Potter

CIO as a Service, Insight Partners

Eli Potter is a Vice President of IT Systems and Data at Insight Partners, advising startups on enterprise applications at scale. She has a proven history of building capabilities that transform technology into critical business value. Two of her man… Read full bio
Tim Sanders, Upwork

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

Anish Sharan

Head of Digital Transformation, Pritzker Private Capital

Anish Sharan is the Head of Digital Transformation at Pritzker Private Capital where he leads the development of digital capabilities that enhance customer experience, drive operational excellence, and deepen data utilization across PPC’s portfolio o… Read full bio

Lucia Soares

Managing Director and Chief Information Officer, The Carlyle Group

Lucia Soares is Managing Director and Chief Information Officer - Global Portfolio Solutions at The Carlyle Group. Ms. Soares provides technology advisory to Carlyle investment teams and works with portfolio company executive teams leveraging technol… Read full bio

Carsten Weber

Technology Director, The Sterling Group

Carsten joined Sterling in 2021, bringing over 20 years of technology experience in various leadership roles in both industry and consulting. In his role as Technology Director, he is leading Sterling’s Technology Lever and value creation across the… 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 Flexential, American Residential Services, and Patriot Growth Insurance Services . He previously served on the board of Consilio. Prior… Read full bio

2023 Sponsors

Sponsorship and Engagement Opportunities:

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


Hotel Nikko
222 Mason St
San Francisco, CA 94102

View the venue