The leading West Coast value creation event

The Operating Partners Forum San Francisco brought together an elite crowd of value creators in North American PE and VC portfolio operations. It was the place to meet and get a firm grasp on key initiatives to transform operations, deliver growth, and drive value.

The largest community of West Coast operating partners, private equity leaders, C-level executives, suppliers & resources gathered all in one setting to discuss how to deliver value creation at a crucial time.

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.

2022 Agenda highlights

The 2022 agenda was 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 and designed exclusively for operating partners
  • Essential steps and countermeasures for your portfolio companies during inflationary times
  • How 100-day plans are changing in the current environment and years to come
  • The archetype of a world class operating team: comparing models
  • Effective value creation strategies for carveouts and M&As
  • How operating teams work best with investment teams
  • Putting ESG at the heart of your business strategy
  • Effective board dynamics

Revenue Growth

  • The future of sales: best practices in the post COVID-19 world and beyond
  • Uncovering the most important GTM levers
  • Leveraging customer success initiatives for growth
  • Revenue growth stories and early warning signs with operating partners
  • Uncovering the pricing due diligence playbook

Human Capital

  • Talent retention best practices in the current environment
  • Addressing diversity and inclusion as a business imperative
  • What will the future role of the human capital operating partner look like?
  • Talent acquisition, development, and assessment best practices in the post-COVID world
  • Integrating culture for success
  • PE-leadership team alignment
  • The future of work

Supply Chain & Procurement

  • The future value creation supply chain playbook
  • Navigating supply chain disruptions and post-COVID best practices
  • Impact of technologies on your supply chain
  • Supply chain cost optimization: individual company vs. cross-portfolio programs
  • Procurement transformations in the first 100 days

Finance

  • Add-on acquisition readiness: adding value through the finance function
  • How can PE best support portco CFOs?
  • Transforming and modernizing finance from a cost-center into a value-creation engine
  • Identifying, attracting, recruiting, and retaining CFO talent
  • Enabling a data-driven CFO

Technology

  • An entire day 2 dedicated to the most important areas in technology for value creation

2022 Speakers include

2022 Attendees

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

Operating partners agenda
The leading West Coast value creation event
Day 1 (June 2)

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Unlocking the next frontier in digital value creation
Day 2 (June 3)

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2022 Agenda

Day 1
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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, 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

Human Capital Director, Portfolio Support Group, 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, 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 and Marketing Strategies, H.I.G. Capital

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A speaker photo for Tye Howell

Tye Howell

Managing Director of 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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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

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Jorge Rosales

Senior Vice President, Growth Team, Serent Capital

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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

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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

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Ted Kamionek

Operating Partner, STG Partners

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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

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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

Operating Partner exclusive networking events took place throughout the Forum. The Forum provided operating partners with opportunities each day to network and share thoughts with operating partners. Explore the various interactive working groups, think tanks, breakfast sessions and receptions.

Pre-event networking reception on June 1

5:30 – 8:00 pm: Operating Partners only welcome cocktail reception (invitation-only)

Dirty Habit, 12 Fourth Street, San Francisco, CA

Join other operating partners attending the Operating Partners San Francisco and Technology Forum in a casual gathering to see old friends and meet new operating partners.

Pre-event Women in PE and VC Portfolio Operations Dinner (invitation-only) on June 1

8:00 pm: Women in PE and VC Portfolio Operations Dinner (invitation-only)

Dirty Habit, 12 Fourth Street, San Francisco, CA

Join PEI and Simon-Kucher & Partners as we welcome the women in PE and VC portfolio operations attending the Operating Partners Forum San Francisco for a private sit-down dinner to facilitate networking before the conference.

Hosted by:

Featured networking opportunities

Think Tank sessions

Hosted by your fellow operating partner peers, these closed-door rooms will allow you to learn and share best practices of successful operating partners. The thinks tanks will allow you to submit topics to be covered in looking at best value creation practices and the toughest challenges operating partners face daily.

Interactive Working Groups

These exclusive deep dive discussions only available to operating partners allow you to participate in interactive roundtable discussions with designated facilitators.

Women’s networking lunch

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

Breakfast Deep Dive discussion

Join fellow operating partners for a portfolio operations breakfast deep dive discussion (invitation-only).

2022 Speakers

Blake Adams

Senior Vice President, Tech Opportunities, Bain Capital

Blake is Senior Vice President in the portfolio group with Bain Capital Tech Opportunities fund which focuses on mid-market buyout and enterprise software investments. At Tech Opportunities, Blake partners closely with portfolio companies on value cr… Read full bio

Aswatha "Amar" Amarnath

Senior Vice President and Head of Global Sales Operations, Wipro

Aswatha Amarnath (Amar) is a Senior Vice President at Wipro. He has global responsibilities for sales and go-to-market functions. This includes leadership for large & complex deals globally, Wipro’s sales operations, responsible for Private Equit… Read full bio

Josh Beaver

Chief Operating Officer, Overlay

Josh is the Chief Operating Officer for Overlay and focuses on product design and delivery. Leveraging his diverse background in corporate finance and accounting with big data, Josh leads teams delivering multi-level analysis and resources to a diver… Read full bio

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Ori Ben-Moshe is a Director, Portfolio Operations at ORIX Capital Partners (“OCP”). Mr. Ben-Moshe is responsible for leading operational improvement and growth initiatives at portfolio companies, in the technology, industrial and business services sp… Read full bio

Prashanth (PV) Bóccasam

Operating Partner, Cota Capital

PV Boccasam joined Cota in 2021 as a Partner on the investment team. Prior to Cota, PV was a General Partner in a $600M Mid-Atlantic early-stage fund investing in industry shaping companies focused on enterprise software. He started his career at Mic… Read full bio

Daniel Boland

Managing Director, AlixPartners

Dan is an innovative, results-oriented business leader and trusted advisor with a focus on value creation and enhancement. Dan’s clients benefit from his more than 20 years of private-equity investing and financial advisory expertise in strategic, op… Read full bio

Rami Branitzky

Partner, Sapphire Ventures

As partner, Rami leads Sapphire Ventures’ global Portfolio Growth platform. The Portfolio Growth team of business development, talent and marketing professionals works closely with portfolio companies to provide strategic support across a range of to… Read full bio

Lou Brothers

Principal, National Leader for Operations Due Diligence, RSM US

Lou serves private equity and acquisitive corporate clients in their technology diligence process. He advises acquirers through several stages of the M&A life cycle, including competitive and differentiation analysis, acquisition diligence with a… Read full bio

Rick Brown

President, Emergys

Successful Sales Leader with proven ability to generate revenue while building business partnerships and practices. Committed to finding innovative ways to respond to market trends and customer expectations. For more two decades, EMERGYS, has been he… Read full bio
Greg Caltabiano, HGGC

Greg Caltabiano

Operating Partner, HGGC

Greg Caltabiano is an Operating Partner of Operational Resource Group, LLC (“ORG”)*. Greg is an advisor to numerous high-technology companies active in the fields of AI, IoT, Data Center, and Networking. He has a long history of founding and leading… Read full bio

Anna Carlsmith

Director, Digital Strategies, H.I.G. Growth Partners

Anna is an Operator at H.I.G. Capital, and leads marketing and digital initiatives within H.I.G.’s portfolio of eCommerce, Growth, and Healthcare investments. Anna has deep functional expertise in marketing and digital transformation, having worked i… Read full bio

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO… Read full bio

Mark Chamness

Head of Data Science, Invictus Growth Partners

Mark Chamness is the Head of Data Science at Invictus Growth Partners. Mark has more than 26 years of data science and machine learning experience building enterprise platforms which have generated hundreds of millions of dollars in annual recurring… Read full bio

Igor Cherny

Chief Technology Officer, Operating Partner, TSG Consumer Partners

Igor is a Silicon Valley and Digital Retail veteran, who successfully led technology teams of Walmart, Sears, Home Depot, and Williams-Sonoma through their Digital Transformation journeys. Igor also led several Silicon Valley startups that were later… Read full bio
Matt Clark Corcentric

Matt Clark

President and Chief Operating Officer, Corcentric

Mr. Clark has served as President and Chief Operating Officer of Corcentric since December of 2018. Since December 2018, Mr. Clark has guided Corcentric through three acquisitions that positioned Corcentric as a global leader in Source-to-Pay and Ord… Read full bio

Steve Cochran

Operating Advisor, Thoma Bravo

Steve Cochran is an Operating Advisor at Thoma Bravo. Steve has more than 30 years of experience leading technology transformation and operational excellence at companies such as Global Healthcare Exchange (GHX), OpenText/GXS, Inovis, Adaptec, Real3D… Read full bio

Andrew Collins

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

Andrew Collins joined the San Francisco Employees’ Retirement System (SFERS) as Director of ESG Investing in 2018. In this role, he leads responsible investing and corporate governance activities across the $27 billion Plan. He joined SFERS from Stat… Read full bio

Larry Cook

Head of Global Finance and Operations, Flourish Ventures

As Head of Global Finance & Operations, Larry directs Flourish Ventures’ investment process, finance, portfolio management, technology, and facilities. Since the launch of the firm’s evergreen fund in 2019, he has built Flourish’s finance and ope… Read full bio

Scott Corwin

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

Scott is responsible for leading the marketplace impact of 140k professionals across Deloitte’s US Accounting & Assurance, Advisory, Consulting and Tax businesses to assist clients successfully transition their organizations to a more sustainable… Read full bio

Ben Cox

Operating Director, Sumeru Equity Partners

Ben Cox is an Operating Partner focused on go-to-market acceleration of the firm’s investments through improvements in sales, marketing, product development, and customer success. He has more than fifteen years of product, sales, and marketing experi… Read full bio

Paul DeMand

Managing Director and Partner, ShawKwei & Partners

Paul is a Managing Director of ShawKwei & Partners responsible for expanding investment opportunities and managing portfolio companies in Asia, Europe, and North America. Paul has over 30 years’ experience managing businesses in the automotive, e… Read full bio

Sebastian de Meel

Partner, PwC

Sebastian is a partner within PwC's Deals practice focusing on Private Equity Value creation. Previously, he served as an operating partner with Arcline Investment Management. He is focused on operations value identification and capture support for b… Read full bio

Stefan Dent

Chief Alliances Officer, Simfoni

Stefan is a co-founder at Simfoni which provides composable spend management and analytics solutions for enterprise and mid-market businesses to optimize and automate spend to drive rapid bottom-line savings. Simfoni’s operations span North America,… Read full bio

Brett Derby

Vice President, Portfolio Operations, GI Partners

Brett Derby is a Vice President, Portfolio Operations at GI Partners. He works with portfolio companies to accelerate growth and drives market diligence for potential investment. Prior to joining GI Partners, he worked at Vista Consulting Group imple… Read full bio

Paul Dhaliwal

Director, KKR Capstone

Paul Dhaliwal is a Director with KKR Capstone, based out of Menlo Park, CA since Jan 2021. Prior to joining KKR Capstone, Paul was with AlixPartners for 15 years where he delivered bottom-line results for clients by reducing operating costs, reorgani… Read full bio

Sarah Dickens Spoja

Chief Financial Officer, Tipalti

Sarah Dickens Spoja is Chief Financial Officer at Tipalti and is an experienced executive skilled in Management, Financial Modeling, Mergers & Acquisitions, Corporate Development, and Payments. Her deep finance and operational expertise and knowl… Read full bio

Elizabeth Dresdale

Principal, The Catalyst Group, Incline Equity Partners

Elizabeth Dresdale is a Principal at Incline Equity Partners. She is responsible for identifying, assessing, and recommending sales and go to market strategies and improvements for portfolio companies. Elizabeth is based in the firm’s New York office… Read full bio

Drew Farris

Operating Partner, Trive Capital

Drew is an Operating Partner at Trive Capital with expertise in operations and technology leadership. Before joining Trive in 2020, Drew served as a consultant to global Private Equity backed portfolio companies in a variety of industries including m… Read full bio
Coley Florance, Spectrum Equity

Coley Florance

Head of Talent, Spectrum Equity

Coley is the Head of Talent at Spectrum Equity working within the firm and across the portfolio to drive growth in the areas of people and team performance. In her role, she partners with investment professionals and portfolio company leadership on a… Read full bio

Mark Fiske

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

Mark is an Operating Partner at H.I.G. Growth Partners 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 digi… Read full bio

Jason Friedrichs

Director, Portfolio Operations, Altamont Capital Partners

Jason Friedrichs is a Director for ACP. Jason partners with management teams to build great businesses in ACP’s portfolio. Prior to joining ACP, Jason worked with the portfolio companies of private equity firm Advent International. As a Vice Presiden… Read full bio

Deborah Gallegos

Managing Director, Palladium Equity Partners

Ms. Gallegos joined Palladium in 2021 and serves as a Managing Director. Ms. Gallegos serves on the Board of Directors of Palladium portfolio companies Health Connect America, Kymera and Spice World. Ms. Gallegos has more than 25 years of experience… Read full bio

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

Mr. Ganesan is a Managing Director within Oaktree Capital's Special Situation/Private Equity group. He specializes in driving commercial and operational performance improvement initiatives, including turnarounds, collaboratively with management teams… Read full bio

Ignacio Giraldo

Partner, TPG Growth

Mr. Giraldo is a Partner with TPG Growth and TPG Rise in San Francisco. As a member of the Business Building team, he focuses his time on consumer goods, retail, the circular economy and ed-tech. Prior to joining TPG, Ignacio worked in management con… Read full bio

Lauren Goldstein

Private Equity Practice Lead, Winning by Design

Lauren helps transform high growth organizations through go-to-market strategies focused on revenue optimization and delivering excellent customer experiences. She brings incomparable energy, vision, and intelligence across her 25 years of leadership… Read full bio

Scott Graham

Operating Partner, Marketing and Growth, Diversis Capital

Scott Graham is an Operating Partner at Diversis Capital and an expert on growth and marketing strategy. He supports Diversis's B2B and B2C portfolio companies in building and executing their go-to-market strategies and designing brands, experiences,… Read full bio
Dan Grosh- Diversis capital

Dan Grosh

Operating Partner, 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

Todd Hall

Director, AspireHR

As Director of Sales for the Midwest and West regions at AspireHR, Todd Hall is responsible for helping organizations improve employee experiences, achieve a faster ROI, and transform digitally with Human Capital Management (HCM). Todd specializes in… Read full bio

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Dan is the CEO and Founder of Summit Leadership Partners. He advises boards, CEO's, investors and business leaders on strategy execution and value creation through leadership and organization performance. After a successful corporate career, Dan foun… Read full bio

Margo Hays

Managing Director, Digital Strategy, TSG Consumer Partners

Margo Hays is a Managing Director in TSG’s Larkspur, CA office. She established and leads a team of digital operators that work alongside our portfolio brands and investment teams to drive value through digital transformation. She has dedicated her e… Read full bio

Marc Herdegen

Senior Operating Partner, Strategy, New State Capital Partners

Marc Herdegen joined New State Capital Partners in 2018 with more than 20 years of experience in leadership and management, product development, investment, and strategy consulting. Marc has led global organizations, launched new products, developed… Read full bio

Jean Hill

Managing Director, Alvarez & Marsal

Jean Hill is a Managing Director with Alvarez & Marsal’s Corporate Performance Improvement in New York, and is also the National Solution Leader for CPI’s Digital and Technology Services practice. She specializes in leading initiatives that re-im… Read full bio

Tye Howell

Managing Director of 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

Chris Hueneke

Chief Information Security Officer, RKON

Chris Hueneke leads the Security Practice at RKON responsible for Security Advisory and Security Operations services. He is currently the virtual Chief Information Security Officer for several Private Equity portfolio companies adding value by protec… Read full bio

Rishi Jain

Managing Director and Co-Head of Western Region, Accordion

Rishi is a Managing Director and the Co-Head of Accordion’s Western Region. He has more than two decades of experience supporting management teams and leading finance and operations initiatives in both stressed and distressed environments. Rishi spec… Read full bio

Kevin Jeon

Director of Revenue Optimization, Peak Performance Group, Summit Partners

Kevin is a member of Summit’s Peak Performance Group and works with management teams to identify and execute growth strategies that build long-term value. He collaborates with leadership teams to help expand and drive revenue growth and optimization… Read full bio

Ben Johnson

Managing Director, Product Management, LLR Partners

Ben Johnson is a Managing Director with LLR Partners, a growth equity firm based in Philadelphia, PA. Ben oversees product and technology and focuses on helping middle and lower-middle market firms scale through acquisition and organic build. Prior t… Read full bio

Sam Johnson

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

As VP of Portfolio Operations and Head of ESG, Sam Johnson partners with Arcline’s portfolio company management teams to design and execute value creation initiatives. He also coordinates all ESG activities throughout the firm and portfolio. Prior to… 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

Ted Kamionek

Operating Partner, STG Partners

Ted recently joined STG in January of 2022 as an Operating Partner focused on GTM Transformation. Prior to STG, Ted served as COO and CRO of RSA Security, an $800M security software company. Ted ran the Global Sales, Channel, Inside and Customer Succ… Read full bio
Agnes Krygier, GI Partners

Agnes Krygier

Director, Portfolio Operations, GI Partners

Agnes Krygier is a Principal, Portfolio Operations of GI Partners. Ms. Krygier currently serves on the board of Sectigo. Prior to joining GI Partners, she was a Director at Marlin Operations, where she was driving top-line growth and profitability im… Read full bio

Prachi Kanabar

Head of Portfolio Operations, Sunstone Partners

Prachi Kanabar is Head of Portfolio Operations at Sunstone Partners. Prachi leads the portfolio operations team and works closely with management teams of all portfolio companies on initiatives that drive sustained growth and operational excellence.… Read full bio

Manek Kapur

Senior Vice President, Technology Private Equity, Partners Group

Manek Kapur is a Senior Vice President at Partners Group focused on Technology investments and Technology innovation in the Americas portfolio. He has more than fifteen years of experience in a variety of investing and operating roles, mostly focused… Read full bio

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 di… Read full bio

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

Bobbi Kommineni is the Operating Partner at Terminus Capital Partners (TCP), a growth-oriented private equity firm focused exclusively on majority investments in B2B software companies. At TCP, she leads a team of experts in sales, marketing, enginee… Read full bio

Punit Kulkarni

Vice President, Private Equity, Persistent Systems

As a private equity leader Persistent Systems, Punit collaborates with operating partners to create value for their portfolio company investments through modernization, faster go-to-market and digital transformation. With deep experience in bringing… Read full bio

Martina Lauchengco

Partner, Costanoa Ventures

Martina spent nearly 30 years as a marketing and product leader. She started her career working on market-defining software, Microsoft Office and Netscape Navigator. She teaches what she’s learned with SVPG and is a lecturer at UC Berkeley's graduate… Read full bio

Dave Leong

Account Executive, Illumiti

About Dave Leong: Dave Leong has over 25+ years selling software and implementation services to companies in high-tech, manufacturing, services and more. As an Account Executive Dave has been successful understanding the dynamics of companies growing… Read full bio

Thad Longson

Operating Principal, HGGC

Broad experience in financial services, corporate development, M&A, strategy, project management, process improvement, strategic change, data management, integrations, carve outs and financial cost management. Guided and influenced the strategy a… Read full bio

Jim Lott

Managing Director, Peak Growth Consulting, Peak Rock Capital

Jim is a Managing Director of Peak Growth Consulting/Peak Rock Capital. Prior to joining the firm he served as CIO/Operating Executive at GTCR, where he led portfolio initiatives focused on investments and operations across the technology sector. He… Read full bio

Karl Meyer

Managing Director and Head of Portfolio Operations, Digital Alpha

Mr. Meyer has been a business development and operational leader in Silicon Valley at both growth stage and large companies for over two decades, during which he and Mr. Shrotri have worked together twice before. At Incorta, Mr. Meyer started the bus… Read full bio

Lee McCabe

Operating Partner, AEA Investors

Lee joined AEA Investors in 2019 and serves as an Operating Partner. In addition to providing oversight for the digital value creation function, Lee is also responsible for digital diligence with prospective investments as well as ongoing work with t… Read full bio

Ashley McNamee

Director of ESG, Revelstoke Capital Partners

Ashley McNamee is the Director of ESG at Revelstoke Capital Partners. Prior to joining Revelstoke, Ms. McNamee founded Alvarez & Marsal’s Environmental, Social and Governance (ESG) Services practice in Denver. Prior to A&M, she was the foundi… Read full bio

Marco Mendes

Partner, Head of Portfolio Group North America, Advent International

Marco Mendes joined Advent in 2013. He has worked with more than 40 private equity portfolio companies during his career, 25 while at Advent. Previously, he spent seven years with Doughty Hanson, based in London, as an investment committee partner. B… Read full bio
Declan Morris

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Declan Morris is a Transformation Advisor to Private Equity firms and their portfolio companies. Prior to joining AWS, Mr. Morris spent six years at Splunk where he served as CIO during an intensive hyper-growth period that saw revenues soar tenfold.… 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

Shiv Narayanan

CEO and Founder, How To SaaS

Shiv is the Founder and CEO of How To SaaS. As an advisor, consultant, and fractional CMO, Shiv has helped Private Equity investors and CEOs generate hundreds of millions of dollars in enterprise value with marketing and demand gen. Shiv is also the… Read full bio

Greg Petraetis

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

As head of Midmarket and Partner Ecosystem for SAP North America, Greg Petraetis is responsible for all facets of the organization’s operations. Along with accountability for sales and field project execution, Greg manages value-added resellers, thir… Read full bio

Andy Pickens

Managing Director, Data & Digital Transformation, APPS, Apollo Global Management

Mr. Pickens joined Apollo in 2018 and serves as Managing Director, Data & Digital Transformation within the Apollo Portfolio Performance Solutions team. In this capacity, Mr. Pickens works closely with investment teams and management teams to def… 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

Ravi Ravikumar

Operating Partner, Cota Capital

As an operating partner with Cota Capital, a premier technology investment firm, Ravi enjoys working with portfolio companies in making an impact in three key areas: Sales excellence and execution, value definition/customer engagement, and leadership… Read full bio

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

Brian is a Managing Director and Chief Financial Officer, responsible for the firm’s financial activities, including strategic planning and executive mentoring for portfolio companies to support their growth. He brings an accomplished track record to… Read full bio

Carlos Rodriguez

Senior Vice President, Operations, CriticalPoint Capital

Carlos Rodriguez, is CriticalPoint Capital’s Senior Vice President and head of portfolio company operations. He is responsible for strategy implementation, carve-out efforts, and is the primary liaison between portfolio company senior management and… Read full bio

Jorge Rosales

Senior Vice President, Growth Team, Serent Capital

As a member of Serent’s Growth Team and leader of the firm’s Pricing Center of Excellence, Jorge works closely with the management teams at Serent portfolio companies to drive value creation and accelerate top-line growth by identifying and executing… Read full bio

Neil Roseman

Technologist-in-Residence, Summit Partners

As Technologist-in-Residence, Neil works closely with the Summit team and our portfolio companies to assist with engineering organization design and architecture strategy. He brings over 20 years of experience in building high-scale software and web… Read full bio

George Rhymestine

Vice President, Insight Sourcing Group

George is Vice President within Insight Sourcing Group’s consulting practice and has over 20 years of experience in supply chain consulting, procurement transformation and strategic sourcing. George has led engagements across 10+ leading Private Equi… Read full bio

John Roselli

Operating Partner, New Harbor Capital

John Roselli currently serves as an Operating Partner at New Harbor Capital, a Chicago-based private equity firm. As an Operating Partner, John assists New Harbor’s investment teams in portfolio investment oversight in the areas of strategic planning… Read full bio

Avi Sahi

Chief Commercialization Officer, OGCI Climate Investments

In his role of Chief Commercialization Officer, Avi is responsible for partnering with OGCI Climate Investments’ current and future portfolio company leadership teams to drive accelerated growth and value creation. Prior to joining OGCI Climate Inves… Read full bio

Neal Sainani

Practice Director, K1 Investment Management

Neal Sainani is a Practice Director for K1 Operations. Within K1’s portfolio, he is responsible for providing leadership on product strategy initiatives, including pricing, product growth, market insights and integration planning. Neal also leads the… Read full bio
Tim Sanders, Upwork

Tim Sanders

Vice President, 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

David Savage

Head of Portfolio Operations, Arcline Investment Management

David Savage leads the Arcline Investment Management Value Creation Group (AVCG). Prior to joining Arcline in 2019 David held 3 successful private equity CEO and COO roles, focused in the mid market industrial technology space. David holds a BSc (Hon… Read full bio

Manvendra Saxena

Operating Partner

Manvendra, until recently, was the CEO & President of the holding company, West Sweeping Services. Under Manvendra's leadership, West Sweeping acquired 3 of the largest street sweeping companies in California and grew to be the second largest pur… Read full bio

Drew Scielzo

Operating Partner, ACON Investments

Drew Scielzo leads the Operating Group at ACON Investments, which he joined 9 years ago. He is responsible for overseeing ACON’s portfolio in Europe, North America, and South America. In addition, he works directly with a multitude of portfolio compa… Read full bio

Frederick Shaw

Chief Risk Officer, Hamilton Lane

Fred, along with his team, is responsible for Hamilton Lane’s domestic and international regulatory compliance and risk management programs and for ensuring that new business initiatives, offices, products and services are integrated into the firm in… Read full bio

Sheheryar Shah

Chief Operating Officer and Chief Investment Officer, ZT Corporate

Sheheryar Shah is responsible for leading mergers and acquisitions activity for current portfolio investments, developing and assessing investment opportunities, providing strategic management support, and monitoring investment performance. Shah led… Read full bio

Houston Slatton

Senior Director, BluWave

Houston is a Senior Director with BluWave where he leads research and operations activities. Prior to joining BluWave, he was a Managing Consultant with Bush Consulting Group, a leading management and strategy consulting firm. At Bush Consulting, Hou… Read full bio

Karina Sobieski

Human Capital Director, Portfolio Support Group, Advent International

Karina Sobieski joined Advent in 2021 and focuses on Human Capital Management across Advent’s portfolio companies, including leadership assessment, and growing & cultivating network of top senior executives for CXO, Board and Operating Advisor ro… Read full bio

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

Michael Song is a managing director focused on portfolio operations and is based in our Providence office. Prior to joining Providence in 2010, Mr. Song worked at RSA, the security division of Dell EMC. Prior to joining Dell EMC, Mr. Song was a consu… Read full bio

Gus Spanos

Co-Founder and Managing Director, SBJ Capital

Gus Spanos Co-Founded SBJ Capital (formerly Spanos Barber Jesse & Co.) in 2014 which manages over $400 million of committed capital from offices in the San Francisco Bay Area. SBJ invests in lower middle-market consumer, business services, and he… Read full bio

Richard Spencer

Co-Founder, Kamylon Holdings

Richard is the architect of the Kamylon Management System and has led portfolio management for the Firm for 15 years. Richard has over thirty five years of experience as a private equity investor, serial board member, general manager and consultant.… Read full bio

Venkat Sreenivasan

Director, AlixPartners

Venkat is passionate about front-to-end operating model design and optimization. He specializes in go-to-market strategies across product portfolio, sales, marketing, and back-office optimization, including shared services and outsourcing. Clients in… Read full bio

Susan Stella

Head of Investor Relations and ESG, Activate Capital

Susan oversees all investor engagement and IR activities, marketing and communications as well as ESG initiatives, reporting and management across the firm. Prior to Activate, Susan provided strategic consulting to the private equity and venture capi… Read full bio

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

Juliane Stephan is a Director at Incline Equity Partners. Juliane’s career has been focused on identifying opportunities and crafting strategies for the adoption of technology innovation across industrial, consumer goods, and business services compan… Read full bio

Jeffrey Stone

Managing Director, Head of Growth Portfolio Operations, Sixth Street

Jeffrey joined Sixth Street Growth as Managing Director and Head of Portfolio Operations in 2022. He brings to the firm a broad experience leading high growth SaaS businesses. Jeffrey has worked extensively with the private equity and venture capital… Read full bio
Brad Strahorn, Thompson Street Capital Partners

Brad Strahorn

Director, Portfolio Support Group, Thompson Street Capital Partners

Mr. Strahorn has served in a variety of operations roles since joining TSCP in 2005. Currently, he provides analytical, operational, and organizational resources and support to TSCP and portfolio management teams to help identify and execute on value… Read full bio

Anders Thulin

Head of Digital and Technology Practice, Triton Partners

Anders leads the Digital and Technology Practice. He joined from Ericsson, where he was Senior Vice President and CIO and Chairman of the LatAm Region. As former Senior Partner and Director of McKinsey &; Company, he led the global High Tech and… Read full bio

Albert Vazquez-Agusti

Partner, Sway Ventures

As Partner at California-based Sway Ventures, Albert contributes to Americas and Europe firm efforts in various activities related to early and growth software portfolio companies: value add activities, dealflow generation and assisting capital raisi… Read full bio

Menno Veeneklaas

General Operating Partner, Allegro Funds

Menno is a General Operating Partner with Allegro Funds, a mid-market private equity fund which specialises in hands-on turnaround investing in Australia and New Zealand. Allegro Funds has $3.2 billion of AUM and currently manages a portfolio of 11 c… Read full bio

Sanjay Verma

Managing Director, AlixPartners

Sanjay has over 25 years of experience in the technology industry, with deep expertise in growth, innovation, disruption, and transformation. Sanjay specializes in innovation-led growth strategy, focused on understanding customer demand evolution, co… Read full bio

Ray Villareal

Partner, Strattam Capital

Ray Villareal joined Strattam Capital as a Partner in 2016 after serving as an Executive Advisor in 2015. Mr. Villareal leads the overall operational engagement with Strattam portfolio companies with personal emphasis on go-to-market strategy and rel… Read full bio

Andrew Vittetoe

Private Equity – Technology, Partners Group

Andrew Vittetoe is an Associate Vice President at Partners Group focused on Technology investments and value creation in the Americas portfolio, including responsibility for portfolio cybersecurity and digital initiatives. He has over 8 years of expe… Read full bio
Sarah Walker

Sarah Walker

AVP, Global Head of Private Equity Practice, Salesforce

Sarah Walker is the VP, Global Head of Private Equity Practice at Salesforce. Her team’s remit is to build strategic partnerships with the Private Equity community, supporting and accelerating our partners’ portfolio companies and acquisitions to ach… 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

Adam Williams

Vice President, Private Equity, Symphony

Adam Williams is a Vice President, Private Equity at Symphony, responsible for developing and executing the company’s strategy for creating value for Private Equity firms and their portfolios. Before joining Symphony, Adam served as Chief Revenue Off… Read full bio

Sara Yamase

Partner, Simon-Kucher & Partners

Sara is a Partner at Simon-Kucher and works in both our Silicon Valley and Houston offices. Her consulting work focuses on new product pricing, product positioning and commercialization strategy, and price optimization for software and internet compa… Read full bio

Nikhil Zaveri

Senior Director, Private Equity Oracle Corporation

Nikhil Zaveri is a Senior Director, Private Equity at Oracle Corporation. He focuses on building strategic partnerships with Private Equity firms to accelerate value creation in their portfolio companies using Oracle Cloud Infrastructure. He is a Bus… Read full bio

Tim Ziemann

Senior Manager, Transformation, Grant Thornton

Tim Ziemann leads the IT Lifecycle M&A solution area for Grant Thornton’s Transformation practice with responsibilities for business development, client service, marketing and practice development. He has advised several Fortune 500 executives an… Read full bio

Paul Zuber

Operating Partner, Thoma Bravo

Paul Zuber is an Operating Partner at Thoma Bravo. He brings 30 years of experience in founding and growing successful global technology companies. Paul currently serves as Chairman at Condeco, iOffice-SpaceIQ, Cority, ABC Fitness, MeridianLink, and… Read full bio

2022 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, complete the inquiry form or contact Lawrence Dvorchik by email Lawrence.d@peimedia.com or call +1 646 545 4429.

Venue and hotel

marriott interior
JW Marriott
515 Mason St
San Francisco, CA 94102

View the venue

marriott