International
Operating Partners Global Forum All Access
20 - 22 October 2021,
Eastern Time (ET) - Available Anywhere
This event is now part of the Operating Partners All Access membership
An Operating Partners All Access membership is a new way to keep a global network of operating partners in the know with high-level content and networking across the year.
The Operating Partners Global Forum is now just one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership.
The largest global event for private equity value creation
Now in its eleventh year, Private Equity International’s Operating Partners Global Forum is the world’s largest event dedicated to industry professionals focused on best practices in private equity portfolio operations and value creation.
The operating partner community will come together at a crucial time in history to discuss and debate plans and actions in dealing with this year’s downturn and reset strategies for growth post-crisis. Join the largest community of operating partners to discuss key initiatives and ideas at a critical time for portfolio valuations in impacting fund returns.
Extensive opportunities to network, compare best practices, build new relationships and influence the future of the field make this an event not to be missed.
Explore all the benefits of a virtual pass
Watch our guided video for a preview of what you can expect at this year’s virtual conference.
Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 12 months
» Live Q&A, polling and surveys
» And so much more!
Create the most operationally efficient portfolio companies
Hear first-hand perspectives on how to further develop your operational efficiencies by looking at successful models.
Network with 450+ top value creators
Meet with the largest community of operational experts in one place over 3 days.
Learn key strategies for cross-portfolio initiatives
Find the right tools and knowledge to create value.
2020 Agenda at a glance
The 2020 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
- 5 invitation-only think tank selections for operating partners: 1) advanced/seasoned operating partners, 2) emerging operating partners, 3) human capital operating partners, 4) digital operating partners, 5) finance operating partners
- How operating teams work best with investment teams
- Operating partner models post COVID-19: how will your team adapt to the changes in the environment?
- Assessing risks and actions portfolio companies have taken in response to the coronavirus crisis
- Interactive discussions to select in key value creation areas: Digitalization, Human capital, Salesforce effectiveness, Supply chain & procurement, Finance, Data analytics, Digital marketing & e-commerce, Cost improvement
- How operating partners and PE firms are working with their portfolio companies in the midst of this year’s crisis
- How to drive value creation initiatives in the aftermath of the downturn
- CEO perspectives in looking at turnarounds, distressed situations, and driving transformations
Technology
- Digital transformations in the time of COVID-19: how things will change and what does the future hold
- Dissecting cost structures and customer interaction via technology to get revenues back to where they were
- Advanced data science to govern the business throughout the investment life-cycle
- Leveraging artificial intelligence and machine learning for value creation
Human Capital
- Operating Partners Human Capital Forum: A half day dedicated to human capital portfolio operations best practices
- Big data & workforce analytics: looking at the future of human capital
- What will the future role of the human capital operating partner look like?
- Utilizing technology & best resources for talent acquisition
- Integrating culture for success
- Transitioning to a virtual workforce
- Human capital best practices adopted during this year’s crisis
Supply Chain & Procurement
- Navigating supply chain disruptions and post-COVID best practices
- Impact of technologies and today’s fast paced e-commerce on your supply chain
- Supply chain cost optimization: individual company vs. cross-portfolio programs
- Procurement transformations in the first 100 days
Finance
- Building a financial survival kit for your portfolio companies
- Outsourced finance as a service (FaaS) vs. in-house model
- How can PE best support portco CFOs?
- Transforming finance from a cost-center into a value-creation engine
- CFO reporting and resourcing best practices
2020 Speakers included:
2020 attendees included
Testimonials
The Operating Partners Forum is a fantastic 2 days where thought leaders share best practices and key learnings in a collaborative and transparent fashion. I al…
I find this conference the best way to network with my peers in the operating partner community. The quality of attendees and dialog is outstanding and always h…
For a new Operating Partner in PE the conference was an invaluable accelerator in my learning process of the key challenges and opportunities in the space.
The Operating Partners Forum is a fantastic 2 days where thought leaders share best practices and key learnings in a collaborative and transparent fashion. I always come away from the event with new Ideas that I can put into action to deliver value back to my firm.
I find this conference the best way to network with my peers in the operating partner community. The quality of attendees and dialog is outstanding and always helps me do my job better.
Your membership includes:
Operating Partners All Access is a service that connects you to the people and resources that can help guide you through today’s ever-changing nuances of doing your job, year-round.
This Forum is one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership. All event attendees must be members.
Please note annual agenda is subject to change
Discover best practices and ideas at a critical time for portfolio valuations at the industry’s first virtual event for private equity value creators
All sessions, idea forums and interactive meetings are uniquely designed to solve your toughest challenges during the covid-19 crisis & beyond.
Leading thought-provoking operating partner experts — all NEWLY updated!
Without ever leaving the comfort and security of your home, you can enjoy ALL the 100 + value creation experts sharing their practical guidance. Plus, you can participate in audience Q&A, polls, and download content and papers with just a few clicks
You also get:
- Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
- Automated reminders
- Polling and surveys
- On-demand playback gives you access to select sessions for up to 6 months
Network & build key relationships
Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge. At an in-person event, you get 2 days of engagement. With the Operating Partners Global Forum, you get an active virtual community.
Take advantage of these benefits:
- Attendee and Operating Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
- Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
- Virtual Meet-ups: Pre-schedule multi-person video conferences or one on one type meetups, allowing you to connect and talk about topics of interest.
Meet with the country’s leading solution providers in our virtual tradeshow
Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers. You get all these features without ever stepping outside your front door. A searchable keyword index helps attendees you find the exhibitors and sponsors who are most relevant.
Other features include:
- Virtual tradeshow: See what solutions and ideas exhibitors and sponsors provide to help you better serve your employees and your members.
- Automated reminders
- Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.
2020 Agenda
For speaking opportunities, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.
Agenda
Day 1 - Wednesday 14th
Human capital operating partners think tank (invitation-only)
Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door virtual room will allow you to learn and share best practices in human capital, talent management and recruiting operations. It will uncover this year’s new challenges in human capital. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room.
Room 1
Facilitators:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Dayton Ogden, Head of Talent and Recruiting, Summit Partners
Room 2
Facilitators:
Alice Mann, Operating Partner, Blue Wolf Capital Partners
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Group
PEI’s welcome and opening remarks
Talent recruitment best practices in the post COVID-19 world and beyond
- Recruiting talent during and after COVID-19: how companies will recruit talent differently from different parts of the world
- Transitioning to virtual workforce recruitment: utilizing the hottest technology & state of the art resources for talent acquisition, assessment & development
- How AI and big data can help you win the talent war
- Profit through people: what recruiting processes are generating returns
- What is the biggest hinderance to recruiting top tier talent in your portfolio companies nowadays?
- Evaluating and selecting search firms
- What levels in the organization does your PE firm get involved in talent and leadership selection?
Moderator:
Charles Egoville, Partner, JM Search
Panelists:
Sean Dougherty, Vice President, Talent and Operations, Inverness Graham Investments
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Melissa Mounce, Managing Director, Leadership Talent, GTCR
Glenn Stevens, Partner, Talent Management, Apollo Global Management





A spotlight on culture — critical steps for PE firms and their portcos to successfully execute strategy
- Getting smart about cultural assessments: using today’s tools during the due diligence and post deal periods
- Grasping the complex interplay between leadership, talent, corporate culture, and investment strategy
- What beliefs, values, and behaviors should senior leaders embody to transform cultures
- Assessing leaders’ speed and ability in executing strategy defined by the PE sponsor
- Understanding which elements of a company’s culture should be sustained and which must change to support the investment thesis
- Understanding forces and trends that are transforming businesses in a digital and virtual world
Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Panelists:
Doron Grosman, President and CEO, Global Container Terminals
Kathy Krone, Managing Director, Thomas H. Lee Partners
Ann McCloskey, Operating Principal, Accel-KKR
Track 1: Transitioning to a virtual workforce: leveraging unified communications
- What is unified communications and why it is important
- The future of work: understanding how to take an onsite workforce and put them in ideal conditions to work remotely via virtual platforms
- How portfolio company executives are working/communicating in the current environment and what works best
- Operating partner stories: how to help manage your portfolio via cloud communications
- Cloud communications in a global, mobile workplace: integration with core cloud business systems
- How can your PE firm and portfolio companies best leverage these technologies to improve communications and operations while also cutting costs?
Panelists:
John Broderick, Operating Partner, Argosy Private Equity
Karim Fattal, Chief Operating Officer, HOF Capital
Natalie Ings, Managing Director, Portfolio Solutions, Lightyear Capital
Track 2: Workforce analytics: uncovering initiatives in people data science
- Key perspectives in understanding the role of data in a post pandemic world
- Utilizing workforce analytics to quantify performance improvement across the portfolio: what tools have you used to effectively analyse team dynamics and make comparisons of management capability across your assets
- Innovations in “people data science” to uncover hidden patterns in data to make you reconsider how you pay, retain, incentivize, and engage your employees
- People assessment best practices during the due diligence phase
- Leadership assessments: getting leadership right and understanding governance as a key value creation lever
Moderator:
Guy Barnes, Managing Partner, Acertitude
Panelists:
Merche del Valle, Managing Director and Chief Talent Officer, Grain Management
Elizabeth Wallace, Head of Portfolio Talent, Hg
Track 3: Tackling diversity and inclusion at your portfolio companies
- What is holding PE back from achieving diversity?
- What are you doing at your companies to tackle diversity and open dialogue? What specific initiatives/programs have you taken that were successful?
- How are companies leveraging data to augment their efforts with portfolio companies?
- KPIs for diversity: measuring effectiveness
- Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
Presenters:
Kerensa Butler, National Pride Employee Network Group (ENG) Leader, Partner, RSM
Kara Helander, Managing Director, Chief Inclusion and Diversity Officer, The Carlyle Group
Track 4: Exploring talent growth opportunities within carve-out deals internationally
- Uncovering the top challenges associated with carve-outs in onboarding and keeping talent on an international scale
- Looking at roadblocks when onboarding new employees in countries where their company does not have an established entity and isn’t registered to run payroll
- How to cut down complexity and notorious lag time while staying compliant
Presenters:
Todd Goffman, General Counsel, Globalization Partners
Christopher Kim, Senior Vice President, Platinum Equity
How to recruit brilliant CFOs, and unleash the CFO-CEO-OP partnership
- What makes an ideal private equity CFO?
- How has the portfolio company CFO role evolved?
- Identifying and attracting in-demand CFOs
- Setting CFOs up for success
- Succeeding in the matrix: the CFO-CEO-OP partnership
Moderator:
Kevin O’Neill, Managing Partner and Co-Lead, Private Equity Practice, Acertitude
Panelists:
Chris Kitching, Operating Partner, HighBar Partners
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners
Achi Yaffe, Managing Director, Portfolio Operations, GI Partners
Arthur Zuckerman, Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners





Arthur Zuckerman
Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners
Read bioWomen in PE & VC portfolio operations lunch (invitation-only)
This closed-door discussion will explore what it’s like being a woman in PE & VC portfolio operations:
- What are the issues causing a disparity in genders?
- Exploring career paths, development, and how to position yourself as female leaders
- Is your firm focused on women’s leadership at portfolio companies?
- Does your company have any specific programs, leadership coaching and assessments geared towards promoting women’s leadership?
- Are there any changes in recruiting that will create a more equal playing field?
- Looking at trends and stats in gender in PE & VC
Facilitators:
Tracey Abbott, Industry Value Creation, Portfolio Operations, Partners Group
Melissa Dickerson, Chief Financial Officer & Managing Director, Operations, Genstar Capital
Leslie Nielson, Managing Director, Alvarez and Marsal
Sponsored by:
Virtual networking lunch and extended interactive live Q&A
(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)
Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:
Roundtable 1: Talent recruitment best practices in the post COVID-19 world and beyond
Roundtable 2: A spotlight on culture — critical steps for PE firms and their portcos to successfully execute strategy
Roundtable 3: Transitioning to a virtual workforce: leveraging unified communications
Roundtable 4: Tackling diversity and inclusion at your portfolio companies
Roundtable 5: Exploring talent growth opportunities within carve-out deals internationally
Roundtable 6: How to recruit brilliant CFOs, and unleash the CFO-CEO-OP partnership
The unique challenges of managing revenue growth during the COVID-19 era
- Understanding shifts in customer demand caused by COVID-19
- Focusing on customers that will be “winners” since they are most likely to drive volume growth
- Managing and supporting virtual sales organizations
- Rethinking the structure and economics of your go-to-market model
- Retaining and attracting the best talent
- Dissecting the economics and ROI of selling
Moderator:
Jim Corey, Managing Partner, Blue Ridge Partners
Panelists:
Geoffrey Baird, Senior Managing Director of Value Creation, LLR Partners
Jim Howland, Managing Director and Head of Portfolio Operations, Morgan Stanley Capital Partners
Jerry Hughes, Director, Commercial Excellence, American Securities
Kate Rubenstein, Managing Director, Portfolio Operations, Blackstone



Jim Howland
Managing Director and Head of Portfolio Operations, Morgan Stanley Capital Partners
Read bio

Due diligence done right: uncovering opportunities in a challenging year
- New challenges: assessing management teams/opportunities without face to face
- Understanding where the opportunities lie in looking at distressed investments and the future of economic growth
- How are operating teams working effectively with investment teams?
- Cost savings identification practices in due diligence
- Understanding what to expect for valuations and the unique advantages to go after
- Coming out of the crisis, how do you think PE’s behavior will change across strategy/deal making, portfolio diversification, extent of due diligence?
Moderator:
John Iwanski, Executive Managing Director, Riveron
Panelists:
Andrew Dunn, Managing Director, One Equity Partners
Ignacio Giraldo, Partner, TPG Growth
Trent Hickman, Managing Director, Veronis Suhler Stevenson (VSS)
Michael Lyons, President, Lincolnshire Management
Track 5: Navigating the supply chain in today’s waters
- Sharing supply chain disruption stories and post-COVID best practices
- How will the global supply chains of your portfolio companies change? What are the business implications?
- Supply chain cost optimization: individual company vs. cross-portfolio programs
- What has been the main focus of your companies’ supply chain programs? How have your companies used supply chain cost savings to drive growth?
- Leveraging technology & data to enhance your global supply chain process in today’s fast paced e-commerce world
- Strategic sourcing strategies to be most effective in your sector
Moderator:
Wendy Buxton, President, LynnCo Supply Chain Solutions
Panelists:
Scot Duncan, Partner and Co-Founder, MiddleGround Capital
Stephen Parks, Partner, Topspin Consumer Partners
Track 6: The family investor’s view: hands-on operators with a long-term horizon
- Lessons learned from Pritzker Private Capital’s experience building an operations team for long-duration investing and a family platform
- How family direct investing’s unique approach to flexible capital, hands-on operations expertise and sector-specific focus can deliver long-term value to companies, particularly during times of market volatility
- Honoring the family’s legacy and reputation is critical to success when partnering with family-owned or founder-led businesses
- How do I evaluate if this is the right team for the next 15 years? Strategies for identifying and cultivating operations talent for the long-term
Presenters:
Paul Carbone, President and Managing Partner, Pritzker Private Capital
David Gau, Partner, Head of Operations, Pritzker Private Capital
Keynote Panel: Top trends that will shape private equity in the coming years
- Identifying and discussing the emerging trends and disruptive factors that will have the largest impact on private equity in the coming years
- Estimating when these changes may really begin to take effect and the severity of their impact across various industries
- Providing guidance on how private equity companies can adapt to these imminent changes and utilize unconventional strategies to stay ahead
Moderator:
Andrew Wilson, Vice President, Private Equity and M&A, Global Upside
Panelists:
Rich Lawson, Chairman, Chief Executive Officer, and Co-Founder, HGGC
T.J. Maloney, Chairman and CEO, Lincolnshire Management
Mark Sotir, President, Equity Group Investments
Deep dive discussion: Pricing strategy (invitation-only)
Facilitator:
Brad Soper, Partner, Simon-Kucher & Partners
Hosted by:

Virtual networking reception and extended interactive live Q&A
(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)
Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:
Roundtable 1: The unique challenges of managing revenue growth during the COVID-19 era
Roundtable 2: Due diligence done right: uncovering opportunities in a challenging year
Roundtable 3: Navigating the supply chain in today’s waters
Roundtable 4: Top trends that will shape private equity in the coming years
Live Concert
Coming to you from Austin, Texas: The Live Music Capital of the World. At the end of day 1, take in some live entertainment. During this unique event, you will experience three talented artists from Austin. Bring your family, listen while cooking dinner, or just kick up your feet and take in some new tunes. Tune in and tune out!
Hosted by:
Agenda
Day 2 - Thursday 15th
Think tanks for full-time operating partners: value creation war room (invitation-only)
This closed-door virtual room will allow you to learn and share best practices of successful operating partners. The think tank will allow you to submit topics to be covered in looking at best value creation practices and the toughest challenges operating partners face daily. It will allow you to select one of the rooms based on how long you have been a PE/VC operating partner:
Room 1: Advanced/Seasoned Operating Partners
Facilitators:
Cory Eaves, Operating Partner, General Atlantic
Paul Ilse, Senior Operating Partner, Francisco Partners Consulting
Room 2: Emerging Operating Partners
Facilitators:
Anthony Ecock, Senior Operating Advisor, SVPGlobal
Steve Larned, Senior Principal, New State Capital Partners
Navigating the crisis and its long-term effects: how PE operating groups are taking on the challenge
- How are PE firms helping their portfolio companies? How operating partners/PE firms are working with their portfolio companies in the midst of this year’s crisis
- Crisis response strategies — tackling the challenge: global recession, severe liquidity impact, vendor management, and effects on workforce and customers
- What is essential? What is non-essential? What cash levels are needed to run the business?
- New strategies for cost reduction in a post covid-19 world to bolster cash positions
- Understanding how to position your companies for growth taking advantage of the current environment
- What key factors across your portfolio have lessened the damage caused by COVID 19? Has government support been an eligible resource?
- How long do future growth plans need to be put on hold? How can you leverage speed to more effectively make-up for lost time?
- Driving value creation initiatives in the aftermath of the downturn: blueprints/playbooks for downturns and the years following it: comparing this year to 2008
- What sectors will be the winners and losers over the next five years? What is the impact to investments in different industries? How should long-term owners position themselves?
Moderator:
Markus Lahrkamp, Managing Director, Alvarez & Marsal
Panelists:
Les Brown, Managing Partner, Operational Resource Group, HGGC
Lily Chang, Chief Portfolio Services Officer, Leonard Green & Partners
Mark Sotir, President, Equity Group Investments
Nick Winter, Managing Director, Head of North America Portfolio Operations, Värde Partners





The future of value creation and the operating partner model
- Analyzing the operating partner model post-COVID: how will the value creation recipe change? Will the operating partner role in PE grow in numbers/importance? Will operating partners with distressed/turnaround experience become more relevant?
- With the re-set of the current market’s growth curve, how do you generate more benefit from operational capability going forward? Does the focus shift while the market recovers?
- Discussing firms’ different approaches in looking at the movement from generalist to specialists and the growing relevance of technology, digital marketing and ecommerce
- How will the operating partner role evolve as more opportunities exist on both diligence and value creation with regard to turnaround/distressed business
- Looking at where growth is to be achieved and how we better link operational capability and growth
Moderator:
Bob Brennan, Managing Director, US Private Equity Practice, TBM Consulting Group
Panelists:
Marco Mendes, Head of Portfolio Support Group, North America, Advent International
Michael Song, Managing Director, Portfolio Operations, Providence Equity
Paul Swaney, Head of Industrials Americas, Industry Value Creation, Partners Group
Jon Weber, Head of Global Portfolio Operations Group, Elliott Management Corporation





What makes an effective portfolio company CEO?
- CEOs: what to look for, how much control is given to them, what are the qualities and characteristics needed from them
- Elevating successful CEOs and their management teams who lead businesses
- How are CEOs dealing with this year’s crisis? What will be needed from CEOs in the aftermath of COVID 19 and the years to come?
- Leading organizations and people through significant change
- Operating partner-CEO alignment best practices
Moderator:
Dan Hawkins, CEO, Summit Leadership Partners
Panelists:
Michael Foisy, Lead Operations Partner, Hammond, Kennedy, Whitney & Company
Curtis Glovier, Senior Advisor, Star Mountain Capital
Laura Ipsen, President and CEO, Ellucian
Greg Pappas, Managing Director, Portfolio Support, Berkshire Partners





Deep dive discussion: Climbing back up the revenue ladder — structuring a more effective revenue recovery plan (invitation-only)
Virtual networking and extended interactive live Q&A
(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)
Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:
Roundtable 1: Navigating the crisis and its long-term effects: how PE operating groups are taking on the challenge
Roundtable 2: The future of value creation and the operating partner model
Roundtable 3: What makes an effective portfolio company CEO?
Track 7: Developing a successful ecommerce and digital marketing strategy in an increasingly digital world
- Focusing on digital sales transformations and profit driven digital marketing channels to drive topline growth and scale your business
- Data-driven digital marketing strategies to maximize brand growth
- Key insights in demand generation, voice of customer, messaging, and content creation
- Understanding your digital marketing effectiveness in looking at the consumer and customer interaction via technology
- Pivoting your strategy with ecommerce: shifting product lines, achieving direct profitability across digital channels
- Driving value through digital B2B and B2C
Moderator:
Syed Hoda, Principal, Digital Innovation, Amazon Web Services (AWS)
Panelists:
Kingchih Fan, Operating Partner, The Riverside Company
Keith Jensen, Chief Marketing Officer – WCP Healthcare, Waud Capital Partners
Rachel Spasser, Managing Director and Chief Marketing Officer, Accel-KKR Consulting Group
Jay Sung, Operating Partner and Chief Marketing Officer, Brentwood Associates





Track 8: Key success factors in turnarounds to go from distressed to transformation
- Understanding warning signs and weaknesses early on to develop your strategy
- Sharing successful turnaround war stories: dos and don’ts in troubled situations
- How can operating partners work with management teams to enact an effective turnaround plan?
- Focusing on a viable business with growth potential and the workforce of the future
- Utilizing data-driven analysis in your turnaround strategy
Moderator:
Ben YoKell, Managing Director, Transformation, Grant Thornton
Panelists:
Brian Cohen, Operating Partner, Altamont Capital Partners
Jesse Hermann, Operating Partner, Court Square Capital Partners
Stephen Noe, Operating Partner, Validor Capital
Marc Stoneham, Portfolio Manager, Development Partners International (DPI)





Track 9: Advanced data science and analytics: turning data into revenue & EBITDA
- Portfolio management new tools: best methodologies for portfolio company reporting
- How do you help a company become more data-oriented?
- Using predictive analytics, data integration, and supplemental data lakes to augment decision making
- Applying growth KPIs and ongoing metrics in different stages
- What has been the biggest challenge in collecting the “right” data? How are you dealing with it?
- How is the data team set up and how closely does it work with the management team and investment team?
- Monetizing data: how best to impact the performance management & operational improvement processes
Presenters:
Connor McGauley, Vice President, Portfolio Operations, GI Partners
Brian Sharp, Chief Revenue Officer, Profit Velocity
Track 10: Fast start: coming out strong from day one in onboarding new portfolio companies (even in the face of recent COVID-induced uncertainty)
- Scoping diligence for both risk mitigation and value creation in a world where historical performance may not be the best predictor of future direction
- Day 1-100: structured approaches, pragmatic actions, and tools to bring about rapid alignment and focus
- Transparent portco monitoring: constructive techniques to monitor value creation progress in the current dynamic environment, and allow for informed course-correction as necessary
- Building for lasting success: engaging the myriad of PE ecosystem resources in a way that complements management and reinforces their role as value creation leaders
Moderator:
Don Miller, Senior Managing Director, Private Equity Value Creation, PwC
Panelists:
Preston McKenzie, Operating Partner, General Atlantic
Jud Morrison, Operating Partner, The Sterling Group
Colin Smith, Managing Director and Head of Portfolio Transformation Team, Oaktree Capital




Track 11: Digital value creation: getting back to the basics
- Buying stuff: In what ways can technology improve a company or entire portfolio’s way of procuring what it needs to operate their business
- Making stuff: The combination of the pandemic and the maturing of next generation technology creates an opportunity to reimagine how things are built. Where should PE executives place their bets given the climate of uncertainty and the need to mitigate risk?
- Selling stuff: Combining operational and experiential data and insights is helping companies maximize their share of wallet, improve overall performance, increase brand sentiment, and deliver a world class experience to their customers and partners
Moderator:
Aswatha Amarnath (Amar), Senior Vice President, Strategic Engagements and Sales Strategy, Wipro
Panelists:
Sean Epstein, Global Head of Private Equity, SAP
Andrew Hampshire, Chief Technology Officer, Gresham House
Paul Zuber, Operating Partner, Thoma Bravo
Track 12: Building a financial survival kit for your portfolio companies
In these unprecedented times, no CFO or institutional investor could have had the forethought to build COVID-19 into their financial model. Join a peer discussion with a group of operating partners with extensive value creation experience at portfolio companies and domain knowledge building out finance and accounting as to position a company for scale and growth. Our agenda will include a discussion around tools and tactics currently being employed in the market by finance executives and their PE partners to navigate their biggest challenges. Observations will also be shared around what a fully optimized F&A function might look like for companies at various inflection points in their growth. Operating partners will come away with concrete ways to mitigate risk and plan for best and worst-case recovery scenarios across their portfolio.
Moderator:
Scott Tynes, CEO, Consero
Panelists:
Steven Cumbow, Operating Partner, Sentinel Capital Partners
Benjamin Humphreys, Senior Operating Executive, Monomoy Capital Partners
Todd Phillips, Operating Partner, Beckway Group
Track 13: GTM strategies to drive revenue resiliency across your portfolio
- Shift from legacy, high-cost field sales, to more efficient and reliable inside sales teams
- Growth of web/digital for customer engagement
- Leveraging customer success initiatives for growth
- The importance of building high-value alliances, channels and corporate partnerships
- The power of effective segmentation
- Digital sales and marketing transformation opportunities that are being accelerated by COVID-19
- COVID-driven acceleration and shift to virtual sales and marketing
- Significance of recurring revenue/subscription models
Moderator:
Mark Petruzzi, Vice President PE/VC Go-To-Market and Corporate Partnerships, N3
Panelists:
Kevin Kerby, Operating Partner, Bain Capital
Alex Lizcano, Senior Lead Operator (Senior Vice President), Industry Value Creation, Partners Group
Paul Melchiorre, Operating Partner, Stripes
Michael Monagle, Vice President, Portfolio Operations, Providence Equity



Alex Lizcano
Senior Lead Operator (Senior Vice President), Industry Value Creation, Partners Group
Read bio

Track 14: Uncovering hidden value of digital: developing a more rigorous value creation hypothesis in due diligence
- How typical due diligence exercises fall short in identifying digital value creation opportunities
- How new tech (e.g., IoT/advanced data analytics) create novel opportunities, especially in more traditional industries
- How various target business/market configurations give rise to a multitude of digital value options
- How to quickly recognize common patterns of value creation opportunities across businesses, industries
- Typical underappreciated sources of digital value
- How to quickly stress test assumptions and validate
Moderator:
Sugath Warnakulasuriya, Managing Director, Thalamus Labs
Panelists:
Randy Randleman, Managing Director and Chief Operating Officer, Sumeru Equity Partners
Kiran Rao, Operating Partner, TPG Capital
Moving business from transaction to recurring revenue models
COVID-19 is accelerating recurring models as the multiples on businesses with recurring revenue are becoming more attractive to private equity. Here we will uncover:
- Best practices in moving businesses from transactional to recurring models
- Keeping your recurring revenue stream: understanding what your future product will look like and how to price it
- Building recurring relationships: key strategies for pricing, getting the sales organization involved, utilizing software, cross-selling and up-selling
Moderator:
Adam Echter, Partner, Simon-Kucher & Partners
Panelists:
Marc Herdegen, Senior Operating Partner, Strategy, New State Capital Partners
Prital Kadakia, General Partner, Serent Capital
Jeff Nathan, Principal, Portfolio Operations, L Catterton
Deep dive discussion: Core operations are still the foundation for rapidly improving businesses (invitation-only)
No business stands still and survives – rather there are: new product/service introductions or discontinuations, acquisitions and divestitures, geographic expansion, and ever-escalating customer expectations. What your customers and prospects expect (read: demand) is reliable and competitive operations to meet their evolving needs amid and in spite of times of disruption.
Facilitators:
Foster Finley, Managing Director, AlixPartners
Steve Hilgendorf, Managing Director, AlixPartners
Hosted by:
Virtual networking and extended interactive live Q&A
(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)
Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:
Roundtable 1: Key success factors in turnarounds to go from distressed to transformation
Roundtable 2: Advanced data science and analytics: turning data into revenue & EBITDA
Roundtable 3: Fast start: coming out strong from day one in onboarding new portfolio companies (even in the face of recent COVID-induced uncertainty)
Roundtable 4: Digital value creation: getting back to the basics
Roundtable 5: Building a financial survival kit for your portfolio companies
Roundtable 6: GTM strategies to drive revenue resiliency across your portfolio
Roundtable 7: Uncovering hidden value of digital: developing a more rigorous value creation hypothesis in due diligence
Roundtable 8: Moving business from transaction to recurring revenue models
Agenda
Day 3 - Friday 16th
Think tanks for full-time operating partners: value creation war room (invitation-only)
This closed-door virtual room will allow you to learn and share best practices of successful operating partners. The think tank will allow you to submit topics to be introduced by the facilitators and discussed in the room. It will allow you to select one of the two rooms:
Room 1 Digital & Technology Operating Partners
Facilitators:
Thomas Fountain, Operating Partner, One Rock Capital Partners
Kiran Rao, Operating Partner, TPG Capital
Room 2 Finance Operating Partners
Facilitators:
Andrew Bronstein, Operating Partner, Vector Capital
Steven Siwinski, Operating Partner, High Road Capital Partners
Operating partners portfolio operations breakfast deep dive discussion: PE in a downturn (invitation-only)
The number of asset sales and acquisitions related to distress in the economy is on the rise. Through rigorous preparation, including building an early understanding of a target’s operations, PE firms interested in seizing distressed-investment opportunities can best manage the risks inherent in such deals, but that’s just the beginning. Investors need to execute an operational restructuring to boost their value-creation odds. To craft the right restructuring strategy, AlixPartners’ Private Equity & Investors experts recommend paying close attention to:
- Working capital: What will you require in the way of working capital to secure the asset’s future, and how might these requirements vary over time? How can you ensure you have adequate liquidity?
- Talent: What must you do to ensure that you have enough people, with the right skills, to rebuild and stabilize the asset?
- Technology: How can you best correct shortfalls and modernize the asset’s IT systems? What systems are required for a stand-alone entity?
- Brand strength: If the asset’s brand strength eroded during the period of stress or distress, what options (repositioning, relaunching, rebranding) would best help you restore brand strength and rebuild customer loyalty?
- Impaired revenue: Are there operational options or reorganization strategies that enable acquisition of the asset with a scalable, but low-cost structure until anticipated revenue growth or recovery?
- TSAs and 3rd Party contracts: Who’s responsible for providing which services? For how long? How should TSAs be viewed if the parent company is stressed and could enter the zone of insolvency?
Moderator:
Graham Bippart, Editor, Private Funds CFO, Private Equity International
Panelists:
William Bundy, Director, AlixPartners
Aaron Miller, Partner, Head of Portfolio Performance Solutions, Apollo Global Management
Hosted by:
Track 15: Leveraging artificial intelligence and machine learning for value creation
- Highlights of value creation journeys leveraging analytics and AI/ML to drive business outcomes
- Best practices for identifying opportunities inside the private equity portfolio to leverage AI/ML
- Examining opportunities to adopt AI/ML to support value creation
Moderator:
Allie Nava, Advisor, Amazon AWS Private Equity
Panelists:
Loren Larsen, CTO, Hirevue
Andy Pickens, Principal, Apollo Portfolio Performance Solutions, Apollo Global Management
Track 16: How to build value through finance
- Outsourced finance as a service (FaaS) vs. in-house model
- Compressing time to value when upgrading ERP systems and common mistakes
- Playbook approach to value creation in finance vs. more flexible/collaborative approaches
Moderator:
Jesse Weber, Private Equity Lead, Sage Intacct
Panelists:
Scott Tynes, CEO, Consero
Andrew Walshe, Head of Portfolio Operations, Sightway Capital
Track 17: Accelerating digital transformations to drive investment value
- Digital transformations in the time of COVID-19: how transformations have accelerated and what does the future hold
- Digital transformation: what to do in the first 60-100 days
- Digital workplace transformation and product transformation stories in the time of corona
- Leveraging intelligent automation to optimize process efficiency and improve operating margins
- Building new digital and technology solutions to drive out costs, improve performance and drive EBITDA growth
- How can PE firms utilize innovative technologies that return near-term, sustainable investment value without getting stuck in a never-ending cycle of transformation projects?
Moderator:
Richard Davis, Partner, RSM
Panelists:
Cory Eaves, Operating Partner, General Atlantic
Neil Kimber, Operating Principal, Accel-KKR
Raj Kushwaha, Managing Director, Operating Partner and Chief Digital Officer, Warburg Pincus
Track 18: Case Study — EBITDA growth through healthcare cost reduction
The next few years will provide significant challenges for companies to manage medical costs while supporting employee health. Learn how the leading PE firms in the country provide solutions to questions such as:
- Can your portcos improve employee engagement while simultaneously eliminating wasted spend?
- How can your HR/CFO execs break the cycle of medical spend creep?
- Can portcos change the model of health insurance to improve outcomes, employee satisfaction and drive EBITDA?
Moderator:
Todd Grove, Vice President, Private Equity, Quantum Health
Panelists:
Roanne Daniels, Partner, Hellman & Friedman
Judd Nystrom, Chief Financial Officer, Caliber
Optimizing private equity carve-outs: key steps to achieve full potential
Carve-out transactions can be very rewarding for private equity firms, but they require special skillsets and key steps to execute efficiently in minimizing risk. The panel will discuss key practices and pitfalls to avoid when doing carveouts:
- Negotiating and structuring faster transitional services agreements (TSA)
- Determining the back-office requirements for the business: hiring key IT and finance back office services
- Performing a gap analysis of what is included/excluded from the transaction
- Developing 100-day plans outlining detailed steps to execute the transaction
- Leveraging internal resources and third-party advisors for smooth and profitable execution
- Finalizing the stabilization of the business to operate as a standalone and generate returns
Moderator:
Nate Medoff, Managing Director, ContinuServe
Panelists:
Emily Golenberg, Vice President, M&A Operations, Platinum Equity
Tyrone Johnson, Operating Partner, Trive Capital
David Muhlenkamp, Managing Director, Head of Portfolio Operations, Lindsay Goldberg
Matt Thompson, Senior Vice President, Portfolio Operations, Skyview Capital





Deep dive discussion: Conducting diligence in a stressed/distressed environment (invitation-only)
Facilitator:
Jeffrey Klein, Managing Director, Alvarez & Marsal
Hosted by:

Virtual networking lunch and extended interactive live Q&A
(Please use this time as an opportunity to connect with conference attendees and sponsors via the video chat function one-on-one or as a small group.)
Please join one of these sessions if interested in a follow-up interactive discussion with extended live Q&A:
Roundtable 1: Leveraging artificial intelligence and machine learning for value creation
Roundtable 2: How to build value through finance
Roundtable 3: Accelerating digital transformations to drive investment value
Roundtable 4: EBITDA growth through healthcare cost reduction
Roundtable 5: Optimizing private equity carve-outs: key steps to achieve full potential
End of Conference
2020 Speakers

Tracey Abbott
Industry Value Creation, Portfolio Operations, Partners Group

Aswatha Amarnath
Senior Vice President, Strategic Engagements and Sales Strategy, Wipro

Geoffrey Baird
Senior Operating Advisor, LLR Partners

Guy Barnes
Managing Partner, Acertitude

Ted Bililies
Managing Director and Chief Talent Officer, AlixPartners

Graham Bippart
Editor, Private Funds CFO, Private Equity International

Hank Boye
Managing Director, Thomas H. Lee Partners

John Broderick
Operating Partner, Argosy Private Equity

Andrew Bronstein
Operating Partner, Vector Capital

Les Brown
Managing Partner, Operational Resource Group, HGGC

William Bundy
Director, AlixPartners

Kerensa Butler
National Pride Employee Network Group (ENG) Leader, RSM

Wendy Buxton
President, LynnCo Supply Chain Solutions

Paul Carbone
President and Managing Partner, Pritzker Private Capital

Kelly Carlson
Managing Director, Head of Talent, STG Partners

Lily Chang
Chief Portfolio Services Officer, Leonard Green & Partners

Brian Cohen
Operating Partner, Altamont Capital Partners

Jim Corey
Managing Partner, Blue Ridge Partners

Steven Cumbow
Operating Partner, Sentinel Capital Partners

Roanne Daniels
Partner, Hellman and Friedman

Richard Davis
Partner, RSM

Merche del Valle
Managing Director and Chief Talent Officer, Grain Management

Melissa Dickerson
Chief Financial Officer and Managing Director, Operations, Genstar Capital

Sean Dougherty
Vice President, Talent and Operations, Inverness Graham Investments

Scot Duncan
Partner and Co-Founder, MiddleGround Capital

Andrew Dunn
Managing Director, One Equity Partners

Cory Eaves
Operating Partner, General Atlantic

Adam Echter
Partner, Simon-Kucher & Partners

Anthony Ecock
Senior Operating Advisor, SVPGlobal

Charles Egoville
Partner, JM Search

Sean Epstein
Global Head of Private Equity, SAP

Kingchih Fan
Operating Partner, The Riverside Company

Karim Fattal
Chief Operating Officer, HOF Capital

Foster Finley
Managing Director, AlixPartners

Michael Foisy
Lead Operations Partner, Hammond, Kennedy, Whitney & Company

Thomas Fountain
Operating Partner, One Rock Capital Partners

David Gau
Partner, Head of Operations, Pritzker Private Capital

Ignacio Giraldo
Partner, TPG Growth

Curtis Glovier
Senior Advisor, Star Mountain Capital

Todd Goffman
General Counsel, Globalization Partners

Emily Golenberg
Vice President, M&A Operations, Platinum Equity

Doron Grosman
President and CEO, Global Container Terminals

Todd Grove
Vice President, Private Equity, Quantum Health

Andrew Hampshire
Chief Technology Officer , Gresham House

Dan Hawkins
CEO, Summit Leadership Partners

Kara Helander
Managing Director, Chief Inclusion and Diversity Officer, The Carlyle Group

Marc Herdegen
Senior Operating Partner, Strategy, New State Capital Partners

Jesse Hermann
Operating Partner, Court Square Capital Partners

Trent Hickman
Managing Director, Veronis Suhler Stevenson (VSS)

Steven Hilgendorf
Managing Director, AlixPartners

Syed Hoda
Principal, Digital Innovation, Amazon Web Services (AWS)

Ben Holzemer
Partner, Global Head of Human Capital, TPG Global

Gary Hoover
Vice President, Global Private Equity Practice, TBM Consulting Group

Jim Howland
Managing Director and Head of Portfolio Operations, Morgan Stanley Capital Partners

Ben Humphreys
Senior Operating Executive, Monomoy Capital Partners

Jerry Hughes
Director, Commercial Excellence, American Securities

Paul Ilse
Senior Operating Partner, Francisco Partners Consulting

Natalie Ings
Managing Director, Portfolio Solutions, Lightyear Capital

Laura Ipsen
President and CEO, Ellucian

John Iwanski
Executive Managing Director, Riveron

Keith Jensen
Chief Marketing Officer - WCP Healthcare, Waud Capital Partners

Tyrone Johnson
Operating Partner, Trive Capital

Prital Kadakia
General Partner, Serent Capital

Kevin Kerby
Operating Partner, Bain Capital

Christopher Kim
Senior Vice President, Platinum Equity

Neil Kimber
Operating Principal, Accel-KKR

Chris Kitching
Operating Partner, HighBar Partners

Jeffrey Klein
Managing Director, Alvarez and Marsal

Kathy Krone
Managing Partner, Paradox Venture Partners

Raj Kushwaha
Managing Director, Operating Partner and Chief Digital Officer, Warburg Pincus

Markus Lahrkamp
Managing Director, Alvarez & Marsal

Steve Larned
Senior Principal, New State Capital Partners

Loren Larsen
CTO, Hirevue

Rich Lawson
Chairman, Chief Executive Officer, and Co-Founder, HGGC

Alex Lizcano
Senior Lead Operator (Senior Vice President), Industry Value Creation, Partners Group

Michael Lyons
President, Lincolnshire Management

T.J. Maloney
Chairman and CEO, Lincolnshire Management

Alice Mann
Operating Partner, Blue Wolf Capital Partners

Steven Maxwell
Senior Vice President, Portfolio Human Capital, Audax Group

Ann McCloskey
Operating Principal, Accel-KKR

Connor McGauley
Vice President, Portfolio Operations, GI Partners

Preston McKenzie
Operating Partner, General Atlantic

Nate Medoff
Managing Director, ContinuServe

Paul Melchiorre
Operating Partner, Stripes

Marco Mendes
Head of Portfolio Support Group, North America, Advent International

Aaron Miller
Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Don Miller
Senior Managing Director, Private Equity Value Creation, PwC

Michael Monagle
Vice President, Portfolio Operations, Providence Equity

Jud Morrison
Operating Partner, The Sterling Group

Nate Medoff
Managing Director, ContinuServe

Melissa Mounce
Managing Director, Leadership Talent and Diversity, GTCR

David Muhlenkamp
Managing Director, Head of Portfolio Operations, Lindsay Goldberg

Jeff Nathan
Principal, Portfolio Operations, L Catterton

Allie Nava
Advisor, Amazon AWS Private Equity

Leslie Nielson
Managing Director, Alvarez and Marsal

Stephen Noe
Operating Partner, Validor Capital

Judd Nystrom
Chief Financial Officer, Caliber

Kevin O'Neill
Managing Partner and Co-Lead, Private Equity Practice, Acertitude

Dayton Ogden
Head of Talent and Recruiting, Summit Partners

Greg Pappas
Managing Director, Portfolio Support, Berkshire Partners

Stephen Parks
Partner, Topspin Consumer Partners

Kristin Brown Patrick
Senior Operating Partner, Human Capital, New State Capital Partners

Mark Petruzzi
Vice President PE/VC Go-To-Market and Corporate Partnerships, N3

Todd Phillips
Operating Partner, Beckway Group

Andy Pickens
Principal, Apollo Portfolio Performance Solutions, Apollo Global Management

Randy Randleman
Managing Director and Chief Operating Officer, Sumeru Equity Partners

Kiran Rao
Operating Partner, TPG Capital

Steve Rawson
Industry Principal - Private Equity, Venture Capital and High-Tech, RingCentral

Kate Rubenstein
Managing Director, Portfolio Operations, Blackstone

Brian Sharp
Chief Revenue Officer, Profit Velocity

Steven Siwinski
Operating Partner, High Road Capital Partners

Michael Song
Managing Director, Portfolio Operations, Providence Equity

Brad Soper
Partner, Simon-Kucher & Partners

Mark Sotir
President, Equity Group Investments

Rachel Spasser
Managing Director and Chief Marketing Officer, Accel-KKR Consulting Group

Glenn Stevens
Partner, Talent Management, Apollo Global Management

Marc Stoneham
Portfolio Manager, Development Partners International (DPI)

Jay Sung
Operating Partner and Chief Marketing Officer, Brentwood Associates

Paul Swaney
Head of Industrials Americas, Industry Value Creation, Partners Group

Matt Thompson
Senior Vice President, Portfolio Operations, Skyview Capital

Scott Tynes
CEO, Consero Global

Elizabeth Wallace
Head of Portfolio Talent, Hg

Andrew Walshe
Head of Portfolio Operations, Sightway Capital

Sugath Warnakulasuriya
Managing Director, Thalamus Labs

Jesse Weber
Private Equity Lead, Sage Intacct

Jon Weber
Head of Global Portfolio Operations Group, Elliott Management Corporation

Andrew Wilson
Vice President, Private Equity and M&A, Global Upside

Nick Winter
Managing Director, Head of North America Portfolio Operations Värde Partners

Achi Yaffe
Managing Director, Portfolio Operations, GI Partners

Ben YoKell
Managing Director, Transformation, Grant Thornton

Paul Zuber
Operating Partner, Thoma Bravo

Arthur Zuckerman
Partner, CFO, CCO and Head of Portfolio Operations, Soundcore Capital Partners
2021 Sponsors
PEI’s Annual Operating Partner Forums unite private equity operating partners and value creation experts. This intersection of individuals provides service providers with unique and customized programs to engage in thought provoking content discussions and provides numerous opportunities to connect in one-on-one discussions, roundtable events, and various other networking activities.
To explore how your firm can take a prominent leadership position, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.