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. It is 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 will gather 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 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 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

2021 Attendees

A Place for Mom
Accel-KKR
Accordion Partners
Advent International Corp
Alix Partners
Alvarez & Marsal
Amazon Web Services
Apollo Global Management
Bain Capital
Blue Ridge Partners
Castlelake
Cathay Capital
Cerberus Capital Management
CI Capital Partners
Clearhaven Partners
Consero Global
Coupa
CPP Investments
Crosslake Technologies
Diversis Capital
ECA
Edison Partners
EQT Partners
Genstar Capital
GI Partners
Globalization Partners
Goldman Sachs
Grant Thornton
Greenway Health
H.I.G. Growth Partners
Hamilton Robinson Capital Partners
HGGC
High Road Capital Partners
Insight Partners
Investcorp
Kamylon Holdings LLC
Khosla Ventures
Leonard Green & Partners LP
Lindsay Goldberg
LLR Partners
Maverix Private Equity
ParkerGale Capital
Partners Group AG
Permira
Platinum Equity
Pollen Street Capital
Radical Ventures
Riveron
RSM US
Searchlight Capital
Serent Capital
Simon-Kucher & Partners
Skyview Capital LLC
Strattam Capital
Sumeru Equity Partners LP
TA Associates
TCV
Teleo Capital Partners
The Carlyle Group
The Riverside Company
Thoma Bravo
Thompson Street Capital Partners
TPG Capital
TZP Group
Warburg Pincus
Wipro

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

View agenda


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

View agenda

2021 Agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Thursday 3rd

Morning discussions & welcome remarks
09:00 - 10:00

Operating partners portfolio operations breakfast discussion: How technology is changing pricing and implications for PE firms (invitation-only)

  • The trends: more data, faster analytics, proliferation of execution tools
  • What it means for PE firms, from diligence through profit improvement and sale
  • What to do now: implications post-COVID and in today’s inflationary environment


Facilitators:
George Bene
, Managing Director, AlixPartners
David Head, Managing Director, AlixPartners

Hosted by:

10:00 - 10:55

Invitation-only think tank for full-time operating partners: value creation war room

This closed-door virtual room is a deep dive session into utilizing technology as a key value creation enabler. It is an opportunity to learn and share best practices for operating partners. The think tank will allow you to submit topics to be covered in one of the tech rooms you select:

Think Tank Room 1 The future of digital operating partner models
Facilitator:
Richard Spencer
, Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

Think Tank Room 2 Third-party tech providers for value creation
Facilitator:
Geoffrey Baird, Senior Operating Advisor, LLR Partners

10:55 - 11:00

PEI’s welcome and opening remarks

Plenary sessions
11:00 - 11:40

Technology value creation roadmaps throughout the entire lifecycle

  • How to develop an effective tech strategy roadmap: pre-acquisition, 100 days, and exit
  • Achieving alignment with leadership, strategy, IT teams, and tech capabilities
  • Which areas are most often misaligned and how do you address the issues created by these misalignments?
  • Finding gaps in the first 100 days
  • Technology strategic roadmap execution – typical challenges, best practices for execution, and related mitigation strategies?
  • Tech playbooks: what works and what doesn’t?

Moderator:
Jeffrey Klein, Managing Director, Alvarez & Marsal

Panelists:
Greg Caltabiano, Operating Partner, HGGC
Oded Noy, Senior Operating Partner, Technology, Diversis Capital
Lucia Soares, Managing Director and Portfolio Chief Information Officer Americas, The Carlyle Group
Wayne Williams, Operating Partner, Resurgens Technology Partners

11:40 - 12:20

Tech’s trillion-dollar war for talent: lessons and opportunities for PE investors

  • Amazon, Microsoft, Apple and Google’s trillion-dollar war for talent and implications in recruiting strategy for PE backed companies
  • Overcoming the challenges of scarcity in tech talent, attracting, retaining, and supporting tech talent in the current environment
  • What are the biggest pain points of hiring and onboarding 100% remotely?
  • Leveraging tools and resources to drive hiring
  • What strategies are leading PE portfolio companies utilizing to find great tech talent?

Moderator:
Atta Tarki, CEO and Managing Director, ECA Partners   

Panelists:
David Beuerlein, Operating Partner, Khosla Ventures
Larry Kutscher, CEO, A Place for Mom
Katie Solomon, Managing Director, Talent Management, Genstar Capital
Paul Zuber, Operating Partner, Thoma Bravo

12:20 - 13:00

Cybersecurity: opportunity and peril

  • First-hand stories in dealing with cybersecurity breaches
  • Examples of attacks targeting remote workforces, data, supply chains, applications, and platforms
  • How to allocate resources to it: what is enough security? how is security diligence changing?
  • What processes ensure security? What are the steps? How to recover?

Moderator:
Dean Weber
, Senior Vice President, Alix Partners

Panelists:
Dan Bennett, Managing Director, Chief Technology Officer, Castlelake
Eric Feldman, Chief Information Officer, The Riverside Company
Connor McGauley, Vice President, Portfolio Operations, GI Partners
Brad Strahorn, Director, Portfolio Support Group, Thompson Street Capital Partners

13:00 - 13:30

The role of technology in the future of selling

  • Where are we now? What has happened over the past 6-12 months? What have been the most important levers, e.g., roles, segmentation, coverage, messaging, comp, etc.
  • Role of tech in the digital transformation of sales, e.g., world class prospect-to-cash process
  • The do’s and don’ts – successes and disasters on the journey

Moderator:
Michael Smith, Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

Panelists:
Paul Gille, Operating Partner, TELEO Capital
Kunal Mehta, Principal, Portfolio Operations, TCV
Kush Tulsidas, Operating Partner, One Rock Capital Partners
Cici Zheng, Principal, ParkerGale Capital

Virtual networking lunch and extended live Q&A
13:30 - 14:00

Virtual networking lunch and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1: Technology value creation roadmaps throughout the entire lifecycle

Interactive Discussion 2: Tech’s trillion-dollar war for talent: lessons and opportunities for PE investors

Interactive Discussion 3: Cybersecurity: opportunity and peril

Interactive Discussion 4: The role of technology in the future of selling

Plenary session
14:00 - 14:40

Innovation: digital initiatives in the fast lane

  • Digital innovation for customer experience to drive business outcomes
  • Digital innovation for new demand testing: taking advantage of research tech to build your product roadmap
  • Digital innovation for scalability to sustain growth and expand your portcos’ teams to meet demand; corporate tools and process innovation need to keep up with product innovation
  • Digital innovation as a means to build diversity: remote work drove the creation of new apps and tools that allow your operating partners to build diverse teams wherever the talent is located
  • Digital innovation as a means to build resilience: technology to help your portfolio overcome pandemics or survive economic crises, digital knowledge sharing to minimize the impact of layoffs or turnover

Moderator:
Gerard Keating, Chief Technology Officer, Globalization Partners

Panelists:
Gilad Amir,
Digital Operating Partner, Pollen Street Capital 
Raj Kushwaha,
Managing Director, Digital Strategy and Innovation, Operating Partner and Chief Digital Officer, Warburg Pincus
Hannah Gräfin von Waldersee, Vice President, Strategy and Innovation, Insight Partners

Breakout sessions I
14:40 - 15:20

Track 1 | The next frontier in data science and advanced analytics in private equity

  • What do you see as the most influential change in data and analytics in the PE space?
  • To what extent are data/analytics initiatives like AI being icluded in deal theses when acquisitions are being considered?
  • Sharing use cases and approaches to data strategy to grow topline
  • Where is the most value being delivered from data/analytics initiatives across your companies? How do you prepare your organizations to effectively use data?
  • How do integrate data science and advanced analytics across the business, not just in one specific department?
  • What are biggest challenges convincing management teams to build data strategy?
  • KPIs, metrics, and data visibility: what are some of the most effective ways in which you have been using data to manage your growing portfolio?

Moderator:
Michael Watson, Vice President of AI, Coupa

Panelists:
Harrison Lung, Partner, Portfolio Value Creation, Siris Capital
Andy Pickens, Managing Director, Data and Digital Transformation, Apollo Portfolio Performance Solutions, Apollo Global Management
Russ Trpkovski, Operating Principal, CVC Capital Partners

14:40 - 15:20

Track 2 | Being technology ready after close: critical elements in pre-deal diligence and a plan for post-deal success

  • Keys insights from operating partners for successful technology due diligence and post close technology readiness in partnering with investment teams, providers, and target companies
  • What is most critical to accurately understand about a company’s technology capabilities pre-deal? Most critical to plan for after integration?
  • Why you need to understand the current business application landscape (ERP, CRM, HCM) and management reporting. How to leverage IT diligence to position the business to scale?
  • How to avoid post-deal technical integration challenges

Moderator:
Brent Fisher, Managing Director – Technology, Riveron

Panelists:
Tye Howell, Managing Director of Data and Digital, Blue Point Capital Partners
John Mavriyannakis, Partner, Maverix Private Equity
Souvick Paul, Vice President, Cerberus Operations and Advisor Company, Cerberus Capital Management

Networking break and extended live Q&A
15:20 - 15:50

Networking break and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1: Innovation: digital initiatives in the fast lane

Interactive Discussion 2: The next frontier in data science and advanced analytics in private equity

Interactive Discussion 3: Being technology ready after close: critical elements in pre-deal diligence and a plan for post-deal success

 

Breakout sessions II
15:50 - 16:30

Track 3 | Uncovering cloud transformations success stories

  • Key cloud transformation external and internal business aspects
  • Cloud migrations, application transformation, and continuous investment into cloud infrastructure
  • Successful cloud migration transformation case studies: what are the enablers for transition?
  • Looking at the challenges of building and hiring cloud expertise in your companies: how are you dealing with it? What challenges might company culture pose to cloud adoption?
  • Understanding the financial aspects of cloud transformations on revenue and costs

Moderator:
Richard Sittema, Principal, Grant Thornton

Panelists:
Brian Jawalka, Principal, Portfolio Operations, Product and Technology, TCV
Hossein Moiin, Operating Partner, Cota Capital

15:50 - 16:30

Track 4 | Enabling a data-driven CFO: driving value via automation and analytics

  • The evolving role of the CFO as the data steward for enterprise performance management
  • Automation in finance and accounting is no longer a debate, but many organizations are still struggling with how
  • An organization’s path from anecdotal and reactive to data-driven and proactive
  • Overcoming the finance and accounting talent crunch with purposeful automation
  • Outlining a clear path to value via data and automation

Moderator:
Ana Minter, Director, Data and Digital Services, RSM US

Panelists:
Amanda Good, Partner and Head of Global Value Creation, Searchlight Capital Partners
Monica Johnson, Operating Partner and CFO, NGP Capital
Steven Siwinski, Operating Partner, High Road Capital Partners

Plenary session
16:30 - 17:00

The future of technology and digital initiatives in working with your portfolio companies in the post COVID-19 world and beyond

  • Using technology to make your processes and businesses more efficient in the current environment and in the years to come
  • Looking at the overlap of tech with other functions in the company (sales, customer support, etc.)
  • Tools and resources to manage the business: what is effective to build your business
  • How would describe your approach when working with portco leadership on technology initiatives?
  • How will the future of work change processes and managing relationships with management virtually? What is the long-term vision in leveraging tech?
  • Understanding the challenges around web-enablement and changes in consumer behavior
  • Recent digital transformation and digital disruption stories within specific industries

Moderator:
Declan Morris, Private Equity Transformation Advisor, Amazon Web Services (AWS)

Panelists:
Cory Eaves, Operating Partner, General Atlantic
Ron Park, Operating Advisor, TA Associates
Pratap Sarker, President, Greenway Health

Extended live Q&A interactive discussions
17:00 - 17:30

Extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions

Interactive discussion 1:Uncovering cloud transformations success stories

Interactive discussion 2: Enabling a data-driven CFO: driving value via automation and analytics

Interactive discussion 3: The future of technology and digital initiatives in working with your portfolio companies in the post COVID-19 world and beyond

 

Interactive working groups
17:00 - 17:30

Interactive working group discussion: The role of technology in sales transformation (invitation-only)

  • Integration across the revenue journey – e.g., world class prospect-to-cash process
  • Where to leverage tech
  • How to prioritize tech investments/ROI
  • Crafting a realistic roadmap, metrics, expectations

Facilitator:
Michael Smith,
Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

Hosted by:

17:30 - 17:30

End of day 1

Agenda

Day 2 - Friday 4th

Think tanks
09:30 - 10:15

Women in tech interactive breakfast discussion (invitation-only)

This closed-door virtual room discussion will explore what it’s like being a woman focused on PE and VC technology operations for value creation:

  • What are the issues causing a disparity in genders?
  • Exploring career paths, development, and how to position yourself as female tech leaders
  • Is your firm focused on women in tech leadership at portfolio companies?
  • Recruiting female digital/tech talent: creating a more equal playing field across the operating team and your portcos
  • Looking at trends and stats in gender in PE & VC

Facilitators:
Carrie DiLauro, DirectorOperations, Hamilton Robinson Capital Partners
Angela Zutavern, Managing Director, AlixPartners

Hosted by:

10:15 - 11:00

Invitation-only think tank for full-time operating partners: value creation war room

This closed-door virtual session is an opportunity to learn and share how to develop your role as an operating partner. The think tank will allow you to submit topics to be covered in the room. It will allow you to select one of the two rooms:

Room 1
Facilitators:
Paul Ilse, Senior Operating Partner, Francisco Partners Consulting
Neil Kimber, Operating Principal, Accel-KKR


Room 2
Facilitator:
Prital Kadakia, Partner, Serent Capital
Raj Kushwaha, Managing Director, Digital Strategy and Innovation, Operating Partner and Chief Digital Officer, Warburg Pincus

 

Plenary sessions
11:00 - 11:30

Top tech trends for private equity

  • The digital workplace is here to stay
  • Cyber security and data privacy become even more important in a digitally reliant world
  • Global connectivity reshaping the war on talent
  • Automation and artificial intelligence get bigger and better
  • Focus on speed and flexibility leading to rise IT outsourcing
  • Rapid acceleration of digitalization resulting in increased investment in tech

Moderator:
Adam Sheffield,
Chief Revenue Officer, Global Upside

Panelists:
Cory Eaves, Operating Partner, General Atlantic
Dan Grosh, Operating Partner, Diversis Capital
Todd Markson, Operating Partner, Bain Capital Tech Opportunities

Breakout sessions III
11:30 - 12:10

Track 5 | Accelerating focused growth: tech strategies for customer retention/success

  • Managing customer retention with tech, machine learning, AI
  • Leveraging AI and advanced digital tools to segment your customers and reduce churn
  • Focusing on net retention rate to accelerate growth
  • Empowering your customer success with optimized interactions
  • Uncovering growth stories and early warning signs with operating partners

Moderator:
Adam Echter,
Partner, Simon-Kucher & Partners

Panelists:
Ben Cox,
Operating Director, Sumeru Equity Partners 
Alexandra Lutz,
Managing Director, EQT Partners
Kristin Nimsger, Operating Partner, Thoma Bravo
Bijal Sheth, Operations Principal, Pamlico Capital

 

11:30 - 12:10

Track 6 | Leveraging technology and AI for the finance function

AI is here, and many companies are already integrating it into their services and products to win a competitive edge. AI has a role to play in Finance as well, providing value to this core competency. During this session, we will share real-world insights and suggestions from our work with numerous CFOs of PE-backed companies, and we will focus on the unique challenges facing the modern CFO, as traditional solutions fail to deliver the full value of finance organizations. For CFOs looking to change and improve their operations, this session will deliver:

  • The crucial attributes of the modern CFO
  • A review of the overwhelming technology landscape
  • A look at the potential of AI for finance, the ROI it provides, and what the future will hold
  • An exploration of ‘Finance as a Service’ and how it can deliver financial clarity, efficiency, and scalability

Moderator:
Bill Klein, President, Consero Global

Panelists:
Howard Reba, Head of Portfolio Finance, CI Capital Partners
Neeta Rastogi Singh, Chief Operating Officer, Activant Capital
Nora Turek, Vice President, Finance and Portfolio Operations, Greycroft
Scott Tynes, CEO, Consero

Virtual networking lunch and extended live Q&A
12:10 - 12:40

Networking lunch and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1: Top tech trends for private equity

Interactive Discussion 2: Accelerating focused growth: tech strategies for customer retention/success

Interactive Discussion 3: Leveraging technology and AI for the finance function

Breakout sessions IV
12:40 - 13:20

Track 7 | How winning retailers are scaling DTC ecommerce

  • How to effectively address customers moving to digital
  • Understanding how branding is an extension of customer experience, designing your customer experiences effectively
  • Addressing customer retention with metrics and key initiatives
  • Automation for lead generation
  • Product management, data, and product marketing best practices

Moderator:
Kevin Forsyth, Assistant Vice President, Strategy and Enablement, Wunderkind

Panelists:
Jarrad Berman,
Vice President, Digital Transformation, TZP Group
Mark Fiske, Operating Partner, Digital and Marketing Strategies, H.I.G. Capital
Darren Herman, Operating Partner, Bain Capital
Jaimee Michaud, Director, Portfolio Support Group, Advent International

12:40 - 13:20

Track 8 | Digital transformation portfolio company case studies

Operating partners will share specific portfolio case studies and war stories in driving and executing digital transformation projects.

Moderator:
Sarah Walker,
Vice President, Global Head of Private Equity Practice, Salesforce

Panelists:
Robert Bostock, Principal, Investcorp
Josephine Hus, Operating Executive, Head of Digital Transformation, Permira Advisers
Lucia Soares, Managing Director and Portfolio Chief Information Officer Americas, The Carlyle Group

 

Breakout sessions V
13:20 - 14:00

Track 9 | Maximizing ROI with technology M&A integration – strategies for PE and portcos

Most acquisitions fail to deliver the expected results. Join our expert panel as they share strategies and approaches that ensure portfolio acquisition performance exceeds expectations. From synergy validation to integration planning and execution – day one planning to team integration – the panel will discuss the critical elements of M&A success from a technology perspective. This interactive panel will share lessons learned the hard way and provide insights and best practices to guide your next integration project.

Moderator:
David van Toor, Managing Director, Central, Crosslake Technologies

Panelists:
David Muhlenkamp, Managing Director, Head of Portfolio Operations, Lindsay Goldberg
Robert Roley, Director of Portfolio Operations, TPG Capital 
Kevin Wood,
Operating Partner and Co-Founder, Clearhaven Partners
Mark Woods, Partner and Head of North American Private Equity, Cathay Capital

13:20 - 14:00

Track 10 | The next level of implementing AI/ML for value creation

  • Getting a pulse check on AIML: what is real?
  • How can PE firms and their portfolio companies identify opportunities to use AI and ML to improve business outcomes?
  • What use cases should PE portfolio companies focus on?

Moderator:
Michael Watson, Vice President of AI, Coupa

Panelists:
Parasvil Patel, Principal, Radical Ventures
Elisabeth Rehder, Senior Principal, Portfolio Value Creation, CPP Investments
Richard Spencer, Co-founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

Networking break and extended interactive live Q&A
14:00 - 14:30

Networking break and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1: How winning retailers are scaling DTC ecommerce

Interactive Discussion 2: Digital transformation portfolio company case studies

Interactive Discussion 3: Maximizing ROI with technology M&A integration – strategies for PE and portcos

Interactive Discussion 4: The next level of implementing AI/ML for value creation

Plenary sessions
14:30 - 15:00

SaaS companies: reducing costs and unlocking hidden value

  • What does a sophisticated RevOps function look like? And why is the RevOps model a critical growth-hack for SaaS companies?
  • Following a series of acquisitions and roll-ups, hw can the “Frankenstein” SaaS business efficiently clean up its tech stack?
  • How can the office of the CFO consolidate unit economics to reduce operating contracts? (e.g. cloud providers)
  • What is “Development Velocity Excellence” and how can sponsors work with management to achieve it?
  • How can SaaS companies monetize their data to scale from a single format product to an autonomous, commercial platform with multiple revenue streams?

Moderator:
Hal Polley,
Managing Director and Co-Head of Western Region, Accordion

Panelists:
Jean-Marc Levy, Operating Partner, Edison Partners
Thad Longson, Operating Principal, HGGC
Matt Thompson, Senior Vice President, Portfolio Operations, Skyview Capital

15:00 - 15:30

Operating partner-CIO/CTO dynamics

  • How is the CIO and CTO role evolving? How are backgrounds/required skills changing?
  • Cooperation and collaboration value creation partnerships: comparing dynamics
  • What are the challenges? How are operating partners influencing CTO decision making?
  • Looking at best practices in working with different types of companies

Moderator:
Aswatha Amarnath (Amar), Senior Vice President, Strategic Engagements and Sales Strategy, Wipro

Panelists:
Manek Kapur, Vice President, TMT and Digital Value Creation, Partners Group
Neil Kimber, Operating Principal, Accel-KKR
Krish Mani, CTO Portfolio Operations, Platinum Equity

Extended live Q&A
15:30 - 16:00

Extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions

Interactive discussion 1: SaaS companies: reducing costs and unlocking hidden value

Interactive discussion 2: Operating partner-CIO/CTO dynamics

16:00 - 16:00

End of conference

Explore our exclusive operating partner only networking

Operating Partner exclusive networking events are taking place throughout the Forum. The Forum provides 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 to discuss emerging topics in value creation and network with your peers.

Featured networking opportunities

think tank

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 group

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

Women’s networking lunch

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

deep dive

Breakfast Deep Dive discussion

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

2022 Speakers

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

lily chang

Lily Chang

Senior Advisor, Leonard Green & Partners

Lily joined LGP in 2004. As Chief Portfolio Services Officer, Lily leads LGP’s collaborative efforts with portfolio company management teams. Lily currently serves on the Board of Directors of JOANN Stores. Prior to LGP, she worked at Nissan North Am… 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
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

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

Prital Kadakia

Partner, Serent Capital

Prital is a General 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… Read full bio

Chris Kitching

Operating Partner, HighBar Partners

As an Operating Partner at HighBar Partners, Chris Kitching manages all portfolio operations and serves as a board member of 5 current companies. Chris joined HighBar Partners as an Operating Partner in 2015 from Sound United and its holding company… 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
Nicki Lambropoulos, Cold Bore Capital Management

Nicki Lambropoulos

Operating Partner, Cold Bore Capital

Nicki Lambropoulos, Operating Partner Ms. Lambropoulos joined Cold Bore in 2021 as an Operating Partner. She is focused on advising and managing financial and operational improvement initiatives across the portfolio. Additionally, Ms. Lambropoulos is… Read full bio

Misha Logvinov

Managing Director and Head of IT Strategy, EQT Partners

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

Lucia Soares

Managing Director and Portfolio Chief Information Officer Americas, The Carlyle Group

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

Richard Spencer

Co-Founder, Chief Operating Officer, Operating Partner, 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

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, including most recently as Director of PMO and ERP Transformation at Enbridge. In his role as Technology Dir… 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.