Private Equity
International
International
Operating Partners Human Capital Forum New York 2022
30 - 31 March 2022,
Convene, 151 W 42nd St, New York
COVID-19 vaccination requirements
As part of our commitment to safety at the Operating Partners Human Capital Forum and in accordance with New York City and venue COVID-19 guidelines, we are requiring that all attendees must provide proof of full COVID-19 vaccination status along with a matching photo ID (driver’s license or passport only) when checking into the event at Convene.
Driving human capital as a key value creation lever
The Operating Partners Human Capital Forum brought together an elite crowd of top human capital value creators and operating partner specialists. It was the place to meet key players in the PE community and get a firm grasp on initiatives designed to transform operations, deliver growth, and drive value creation strategies through talent.
Speakers provide insights into the evolving and rapidly changing talent market and share strategies and approaches that uncover why firms need a “human capital operating partner.”
Learn key strategies to accelerate growth through human capital
Join discussions with the leading PE operating specialists in human capital
Network with top value creators focused on talent and leadership
2022 Agenda highlights
» One hour think tanks led by operating partners and designed exclusively for operating partners
» Interactive working group discussions: operating partners/talent partners share their thoughts
» Talent retention and the Great Resignation
» Working with CEOs and the next generation of CEOs
» What makes a great talent partner/human capital operating partner in PE?
» Operating partner-CHRO dynamics
» Training and coaching management teams effectively
» Critical dimensions in talent due diligence
» Grasping the lower and mid-level talent execution plan
» Recruiting optimization: advanced strategies in talent acquisition
» Workforce analytics: leveraging data science with talent/portfolio performance
» Board dynamics: looking at diversity of boards, board construction, and board development
» Uncovering the organizational design playbook
» 100-day talent action plans
» Amplifying the human capital and talent function in PE: comparing models
» The long journey for diversity: an inside look at private equity
» The future of work
» Talent assessments for success
» Empowering workforce transformations
» Culture and strategy to accelerate growth
2022 Speakers
2022 Firms attending include:
2022 Agenda
Download the agenda to see the timely and relevant topics that are of importance to Operating Partners today. These topics shaped the discussions at the Operating Partners Human Capital Forum.
All times are listed in Eastern Time (ET)
View agenda page
Agenda
Day One - Wednesday 30th
07:30 - 09:00
Registration and breakfast
08:00 - 09:00
Human capital operating partners think tank (invitation-only)
Kristen Chang,
Camille DeLaite,
Kristin Schroeder,
Debra Somers
Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door room will allow you to learn and share best practices in human capital and talent management for PE portfolio operations. The think tank will also allow you to submit topics to be introduced by the facilitators and discussed in the room. Please select one of the rooms based on how long you have been in private equity:
Room 1
Emerging Human Capital Operating Partners and Talent Partners (1-2 years in PE)
Facilitators:
Kristen Chang, Managing Director, Human Capital, LLR Partners
Camille DeLaite, Operating Partner, Talent, Charlesbank Capital Partners
Room 2
Advanced Human Capital Operating Partners and Talent Partners
Facilitators:
Kristin Schroeder, Operating Partner, Talent, Welsh, Carson, Anderson & Stowe
Debra Somers, Senior Vice President, Portfolio Recruitment, Warburg Pincus
09:00 - 09:10
PEI’s welcome and opening remarks
Tim Sanders
Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork
Plenary Sessions
09:10 - 09:50
Talent retention and the “Great Resignation” — how the game has changed
Kate Bullis,
Christopher Kim,
Danie Levy,
Alice Mann,
Allison Walker
- Exposing the real challenges around employee retention in today’s environment
- Talent retention best practices in an increasingly fluid/mobile workforce: what needs to evolve, and what legacy best practices will always hold true?
- What is being done to retain talent in advance and not just to react
- Developing effective retention strategies in looking at all levels in the pyramid
- How to win in a highly competitive market: understanding workforce trends and turnover costs
- Balancing benefit optimization with retention
- Where are we headed to? How long can this go on for?
Moderator:
Kate Bullis, Managing Partner, SEBA Executive Search
Panelists:
Christopher Kim,Principal, Head of Human Capital, Platinum Equity
Danie Levy, Principal, The Carlyle Group
Alice Mann, Partner, Human Capital, Sentinel Capital Partners
Allison Walker, Chief Talent Officer, FTV Capital
09:50 - 10:30
Amplifying the human capital and talent function in PE: comparing models
Dan Hawkins,
Andy Caine,
Angela Geffre,
Natalie Leone,
Kate Migliaro
- Comparing teams, networks, and resource structures: who do you rely on most for human capital expertise? How do you get the right team structure in place?
- How operating partners come into play: what are the functions/roles on your team?
- How do you influence your deal team — what is the ROI of human capital
- How to drive EBITDA by supporting the overarching vision of where the company needs to head towards
- How to map the talent evolution, talent to value models, meshing talent with your value creation models
- Where/when to be prescriptive vs. allow the portco to lead
- Amplifying the value proposition of human capital: how have models evolved and what will they look like moving forward?
Moderator:
Dan Hawkins, CEO, Summit Leadership Partners
Panelists:
Andy Caine, Partner, Human Capital, Frazier Healthcare Partners
Angela Geffre, Chief Human Resources Officer, Sun Capital Partners
Natalie Leone, Managing Director, Portfolio Talent, Centerbridge Partners
Kate Migliaro, Principal, Talent Management and Organizational Effectiveness, Apollo Global Management
Kate Migliaro
Principal, Talent Management and Organizational Effectiveness, Apollo Global Management
Read bio
10:30 - 11:10
Private equity-leadership team alignment and the next generation of CEOs
Ted Bililies,
Amanda Good,
John Knapp,
Bryan West
- How leading PE Firms are rethinking their CEO hiring in the current environment
- What does the next generation CEO look like? And what can be done to identify that next generation and coach them?
- How do you do good CEO performance reviews: what is the right process for it
- Supporting new CEOs as well as CEOs new to PE
- Setting up productive relationships with leadership teams across the deal lifecycle to help them operate at full power
- Leadership in times of disruption: uncovering challenges in different industries
- Exploring the unique tensions faced by PE-backed CEOs but rarely discussed
- If you had to hire a new CEO today what profile and characteristics would you prefer?
Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Panelists:
Amanda Good, Partner, Global Head of Value Creation, Searchlight Capital Partners
John Knapp, Operating Director, Talent, Berkshire Partners
Bryan West, Head of Talent, Resurgens Technology Partners
11:10 - 11:40
Networking Break
Breakout Series I
11:40 - 12:20
Track 1 | Critical dimensions in talent due diligence
Will Busch III,
Thomas Caruso,
Courtney Hagen,
Ben Holzemer,
Chris Trendler
- Explaining the dynamics of human capital diligence and how best to partner with investment teams
- What role does human capital assessment/evaluation play in your firms overall due diligence processes?
- In our current environment, what particular people dynamics do you pay attention to and track pre-transaction? What are the analytics you are using?
- Refining the toolkit: specifically addressing the broad range of deal dynamics which may dictate your approach in developing a human capital plan
- Fully understanding the human capital risks: how do you identify red flags during diligence?
- Can you share any “horror” stories of an investment thesis that went askew due to people issues?
- Can you share how the pandemic has re-shaped the way you approach due diligence?
- Understanding turnover costs and right sizing it during diligence
Moderator:
Will Busch III, Managing Director, Growth Strategies, FMG Leading
Panelists:
Thomas Caruso, Partner, Portfolio Operations, Guardian Operations and Advisory Company, Guardian Capital Partners
Courtney Hagen, Chief Talent Officer, Littlejohn & Co.
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Chris Trendler, Managing Director, Head of Portfolio Talent, Madison Dearborn Partners
Thomas Caruso
Partner, Portfolio Operations, Guardian Operations and Advisory Company, Guardian Capital Partners
Read bio
11:40 - 12:20
Track 2 | Grasping the lower and mid-level talent execution plan
Rich Coffey,
Emily Azevedo,
Neel Bhatia ,
Jamie Jacobs
- Looking at the challenges and opportunities of mid and lower-level hires
- Dos and don’ts post deal
- Analyzing the different levels in a company and how your PE firm gets involved
- Identifying key players and creating strategic compensation programs
- Post-COVID talent acquisition, development, assessment, and retention for the lower and mid-level
- In our current environment, what particular people dynamics do you pay attention to?
- Challenges and opportunities of virtual/hybrid workforces
Moderator:
Rich Coffey, Director, Strategic Partnerships, Globalization Partners
Panelists:
Emily Azevedo, Operating Partner, Talent, Mainsail Partners
Neel Bhatia, Operating Partner, Talent, Arcline Investment Management
Jamie Jacobs, Chief Talent Officer, Oak Hill Capital Partners
Breakout Series II
12:20 - 13:00
Track 3 | 100-day talent action plans: starting your value creation journey
Katie Marchetti,
Kate Berkeley,
Ashley Day,
Robert Murray,
Sean Turner
- How to think about creating value through human capital in the first 100 days
- What to do and what not to do in the first 100 days post close
- What talent levers do you consider to be top priorities for generating value within the portfolio company? What has become more urgent?
- How do you engage/support in starting your journey with the portfolio company?
- Understanding organizational culture as part of 100-day plans
- Comparing different strategies post transaction
Moderator:
Katie Marchetti, Managing Director, BluWave
Panelists:
Kate Berkeley, Managing Director, Talent Acquisition, Human Capital Group, Gryphon Investors
Ashley Day, Operating Partner – Human Capital, FFL Partners
Robert Murray, Vice President, Portfolio Human Capital, Audax Private Equity
Sean Turner, Director, Portfolio Operations, GI Partners
12:20 - 13:00
Track 4 | Culture and strategy to accelerate growth
Dwight Cooper,
Tracey Abbott,
Cécile Dutheil,
Garry Fielding
- How do you evaluate a prospect’s culture?
- Understanding the challenges and barriers of a misaligned culture and unclear strategy
- Uncovering key elements of organizational culture as part of 100-day plans
- What tools do you use internally at your firm: how do you support culture?
- How investors and operators assess, align, and activate both culture and strategy to ensure momentum
- Establishing clear roadmaps for the organization and help people understand where the company is headed
- Designing environments that support the new strategy and promote high performance in people
- Looking at how culture plays a part when it comes to retention and compensation
Moderator:
Dwight Cooper, CEO, Hueman
Panelists:
Tracey Abbott, Senior Operating Lead, Partners Group
Cécile Dutheil, Head of Human Capital Portfolio, Triton Partners
Garry Fielding, Senior Operating Advisor, Human Capital, Francisco Partners Consulting
13:00 - 14:00
Networking Lunch
Breakout Series III
14:00 - 14:40
Track 5 | Portco retention strategy: harmonizing benefit platforms, reducing costs, and improving employee morale
Todd Grove,
Christopher Kim
- What are some innovative things HR leaders are doing when it comes to healthcare and employee engagement?
- Balancing growth through M&A during a pandemic with increased support to employees
- What is being done to retain talent in advance – while reducing bottom line costs
- How to combat the current high inflationary environment through mitigating excessive medical trend and labor inflation
Presenters:
Todd Grove, Vice President, Private Equity, Quantum Health
Christopher Kim, Principal, Head of Human Capital, Platinum Equity
14:00 - 14:40
Track 6 | Workforce analytics: leveraging data science with talent/portfolio performance
Jonathan Essig,
Javier O'Neil-Ortiz,
Tina Tran,
Allison Walker,
Curt Witte
- What are the leading human capital indicators of performance?
- To what extent are you using people analytics to understand your business, make strategic decisions, and drive business processes across the investment lifecycle?
- AI, KPIs, metrics and data science for talent development and assessments
- Tools and innovations in “people data science” to uncover hidden patterns
Moderator:
Jonathan Essig, Managing Partner, SimpleFi Solutions
Panelists:
Javier O’Neil-Ortiz, Talent Systems and People Analytics, B Capital Group
Tina Tran, Director, Incline Equity Partners
Allison Walker, Chief Talent Officer, FTV Capital
Curt Witte, Partner, Head of Growth Factors, Bregal Sagemount
Breakout Series IV
14:40 - 15:20
Track 7 | Operating partner-CHRO dynamics: alignment, expectations, and impact
Mugdha Narasimhan,
Tanya Hayes,
Joe McDougall,
Michelle Nasir ,
Michael Song
- Working with the CHRO to elevate value creation initiatives: how do you support them and what do they need from PE?
- Assessing the CHRO for that company: how much can they handle? What is the role of the CHRO in the portco?
- Working with the CHRO in executing the 100-day plan
- Leveraging CHROs across the portfolio: what are the key initiatives to focus on?
- Helping CHROs think more strategically to be aligned in the value creation plan to execute it
- How can the CHRO influence the CEO and CFO for alignment of talent? How can you help your CHRO to be a more influential leader?
- What are some creative and innovative things HR leaders are doing when it comes to standards, processes, and functions?
Moderator:
Mugdha Narasimhan, Managing Director, Entromy
Panelists:
Tanya Hayes, Partner, Human Capital and ESG, Frazier Healthcare Partners
Joe McDougall, Managing Director, TC Operating Partners, Trive Capital
Michelle Nasir, Chief Talent Officer, Arsenal Capital Partners
Michael Song, Managing Director, Portfolio Operations, Providence Equity Partners
14:40 - 15:20
Track 8 | Accelerating workforce transformations through digital and human forces
Tony Buffum,
David Beuerlein ,
Katie Czerepak,
Kyle Roemer,
Jenna Sigman
- Understanding workforce development in the age of digital
- The digital workplace: digitizing physical workplaces smarter using AI, IOT, and other key technologies
- Overcoming the challenges of scarcity in tech talent: attracting, retaining, and supporting tech talent in the current environment
- Building a digital culture at your companies
- Sharing examples of how the pandemic accelerated workforce transformations at your companies
- What newly created digital roles have you created at your companies? What tech skillsets will be required in the digital future?
Moderator:
Tony Buffum, Vice President of HR Client Strategy, Upwork
Panelists:
David Beuerlein, Former Operating Partner, Khosla Ventures
Katie Czerepak, Head of Talent, Tech Opportunities, Bain Capital
Kyle Roemer, Managing Director, Incline Equity Partners
Jenna Sigman, Executive Vice President, Insight Partners
15:20 - 15:45
Networking Break
Interactive Working Group Series I
15:45 - 16:30
Interactive Working Group 1 (for operating partners only) | Training and coaching management teams effectively: operating partners/talent partners share their thoughts
Jennifer Busse,
Marni Rozen
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
- Training the management team about how to work with private equity
- What is your view on the value of executive development for the management team such as executive coaching, education, 360 feedback, and other performance feedback?
- Sharing stories about coaching and career developments within your portcos
- Coaching: how are you doing it specifically with CEOs and CFOs
- What works and what doesn’t when it comes to coaching portfolio company executives?
- How is investing in the management team’s development worth the time and money? What do you prioritize?
Facilitators:
Jennifer Busse, Management Consulting – Director M&A Integration and Separation, RSM US
Marni Rozen, Director, RSM US
15:45 - 16:30
Interactive Working Group 2 (for operating partners only) | Talent assessments for success: operating partners/talent partners share their thoughts
Alan Foster
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
- Sharing lessons learned: Do you have the right A players in key roles?
- Assessing leadership and talent: what are you doing that is correlating with performance? What is worthwhile and what is not worthwhile? When are you doing it, how do you know it is making a difference? Does the data prove it is making a difference?
- Pre-hire leadership assessments, how to get the deals teams up to speed in assessing the management teams; how to improve the assessment process
- What have been the implications on how you assess leadership and talent capability (for existing and new investments) amidst continued uncertainty introduced by covid-19?
- How often are you assessing management teams throughout the lifecycle (due diligence through exit)?
- How are you tracking certain metrics to determine the value creation gained through human capital? If so, which metrics?
Facilitator:
Alan Foster, Partner, Head of Private Equity, ghSMART
Interactive Working Group Series II
16:30 - 17:15
Interactive Working Group 3 (for operating partners only) | The future of work: operating partners/talent partners share their thoughts
Patrick Petitti,
Curt Witte
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
- How to effectively organize in hybrid work models; have your companies fully transformed themselves to thrive in the current work environment?
- How are GPs shaping portco policies and/or best practices for “return to office”?
- What considerations must you consider with regard to giving employees work location flexibility?
- Scrutinizing the next generation of workforce: what work models will work best? How do you position yourself as a place where people want to work? What future plans are you thinking about in looking at where we are headed to in the years to come?
- Looking at top challenges and opportunities for HR teams
- How can HR teams support professional growth in the company remotely?
- How should companies maintain and grow a unique company culture?
- How are you supporting your portcos, how are you thinking about?
Facilitators:
Patrick Petitti, Co-Founder and CEO, Catalant
Curt Witte, Partner, Head of Growth Factors, Bregal Sagemount
16:30 - 17:15
Interactive Working Group 4 (for operating partners only) | The amazing impact of proper benefits governance: PE thought leaders share insights and results
Eric Krieg ,
John Weaver
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
- Benefits: fund major HR and new benefits initiatives with the power of plan governance
- What is your playbook on pre- and post-acquisition benefits analysis?
- Most thinking on benefit plans is archaic and destined for poor results
- Incentives: what role does it play in driving transformation and the value creation agenda?
- Employee’s financial risk in benefits
- Investing in human capital resources: implementing processes/systems to better manage third parties that interact with your portfolio companies as well as your own firm
- What to insource vs. outsource?
Facilitators:
Eric Krieg, Managing Director, Risk International
John Weaver, Senior Director, Risk International
17:15 - 18:15
End of day 1 and networking cocktail reception
Agenda
Day Two - Thursday 31st
07:30 - 09:25
Registration and breakfast
07:45 - 08:30
Human capital deep dive breakfast discussion (for operating partners only): The “Great Resignation” and the “War for Talent”
Ted Bililies,
Jason McDannold
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
- How CEOs must lead and communicate in a hypercompetitive environment for talent
- It takes a village: building an effective leadership team to successfully navigate multiple disruptions while attracting and retaining talent
- Using your company’s purpose and mission to attract the right kind of employees
- Understanding the multi-generational workforce and using differing expectations and values to grow your talent base
- Leveraging your company’s culture to become a talent magnet
- Accelerating your DE&I strategy to strengthen your talent retention
Facilitators:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Jason McDannold, Managing Director, AlixPartners
08:30 - 09:25
Think tanks for full-time operating partners: Comparing operating partner human capital models — value creation war room (invitation-only)
Dana Allen,
Giles Whiting,
Ben Holzemer
This closed-door discussion will allow you to learn and share best practices of successful human capital and talent operational models. The think tank will also allow you to submit topics in advance to be covered in the room in looking at what the future holds for PE talent value creation models. Please select one of the two rooms based on portfolio company size:
Think Tank Room 1
Mid-Market
Facilitators:
Dana Allen, Managing Director, Talent, Gauge Capital
Giles Whiting, Operating Partner, Verdane
Think Tank Room 2
Large Cap
Facilitator:
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
09:25 - 09:30
Chairman’s welcome
Tim Sanders
Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork
Plenary Sessions
09:30 - 10:10
What makes a great talent partner/human capital operating partner in PE?
Jan Jamrich,
Kelly Carlson,
David Cohen,
Merche del Valle,
Steven Maxwell
- Building your role as a high-quality talent partner: how do you support your firm and your portfolio companies
- PE talent partner market trends: driving better and faster execution
- When does your firm engage the talent partner?
- Linking the role to value creation: uncovering specific tactical talent partner value creation plans
- Talent partner-deal team dynamics: identifying opportunities and risks
- Establishing playbooks of evaluation, resources, and support at different stages
Moderator:
Jan Jamrich, CEO, Entromy
Panelists:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
David Cohen, Managing Director, Human Capital, Kelso & Company
Merche del Valle, Managing Director, Chief Talent and Chief HR Officer, Grain Management
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Private Equity
10:10 - 10:50
Recruiting optimization: advanced strategies in talent acquisition
Scott Jacobs,
Wes Cole,
Michelle Nasir ,
Ben Passafuime,
Glenn Stevens
- What does the recruiting climate look like for you in scrutinizing risks, challenges, costs, and opportunities?
- What are you doing at the lower, mid-level and senior level of talent?
- What criteria are you using? What’s working and what is not?
- Recruitment and alignment: what do you need to know to confidently hire the right top people and ensure alignment? How is there room for them to get better?
- How has the remote-first mindset impacted your hiring plans?
- Impactful trends, tools, and technologies for recruiting
- Uncovering challenges in recruiting diverse talent
Moderator:
Scott Jacobs, Partner, Acertitude
Panelists:
Wes Cole, Portfolio Talent Lead – GS Value Accelerator, Goldman Sachs
Michelle Nasir, Chief Talent Officer, Arsenal Capital Partners
Ben Passafuime, Vice President, Alpine Investors
Glenn Stevens, Partner, Talent Management, Apollo Global Management
10:50 - 11:10
Networking break
Interactive Working Group Series 3
11:10 - 11:50
Interactive Working Group 5 (for operating partners only) | The long journey for diversity: sharing challenges and initiatives in PE
Jenny Machida
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- DE&I programs: what are you doing and what is actionable? How do you build diversity from within and not just at the top?
- What are the challenges in finding diverse talent and what must be done?
- Looking at initiatives from different PE firms: what has been successful and what has not?
- Operationalizing it and interfacing with portco leaders: what best practices can you share regarding advising management teams at the portco levels? What goals do you set for the portfolio companies relative to D&I?
- How can PE firms create cultures at their portfolio companies that will ensure D&I initiatives have the desired impact?
- Understanding the different stages of DE&I
- What is holding PE back from achieving diversity?
- How does the industry define success? What are LPs looking for? What type of data are LPs requesting?
- Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
- KPIs and data to measure effectiveness; how are companies leveraging data to augment their efforts with portfolio companies?
Facilitator:
Jenny Machida, Partner, PwC
11:10 - 11:50
Interactive Working Group 6 (for operating partners only) | The long journey for diversity: sharing challenges and initiatives in PE
Min Matson
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
- DE&I programs: what are you doing and what is actionable? How do you build diversity from within and not just at the top?
- What are the challenges in finding diverse talent and what must be done?
- Looking at initiatives from different PE firms: what has been successful and what has not?
- Operationalizing it and interfacing with portco leaders: what best practices can you share regarding advising management teams at the portco levels? What goals do you set for the portfolio companies relative to D&I?
- How can PE firms create cultures at their portfolio companies that will ensure D&I initiatives have the desired impact?
- Understanding the different stages of DE&I
- What is holding PE back from achieving diversity?
- How does the industry define success? What are LPs looking for? What type of data are LPs requesting?
- Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
- KPIs and data to measure effectiveness; how are companies leveraging data to augment their efforts with portfolio companies?
Facilitator:
Min Matson, Director, PwC
Breakout Series V
11:50 - 12:30
Track 9 | PE portco HR case study: rapid HR transformation for agility, ops cost efficiency and improved talent
Ron Keusch,
Kevin Chase,
Thomas Fountain
Join a fireside chat with Kevin Chase and Tom Fountain to learn about the HR/HCM transformation at BlueTriton (formerly Nestle Waters) this past year after they were acquired by One Rock Capital and engaged strategic partner, AspireHR, to replace, modernize and streamline their full stack of HCM systems in less than 8 months. The immediate results and benefits you’ll hear about range from:
- Labor efficiencies through automation, improved employee user experience, application consolidation, operating cost reductions, increased agility for future M&A and strengthened capabilities to acquire new talent
- How to take this model and scale it for future PE acquisitions at your portfolio companies while positioning HR to be a strategic enabler for future business growth
Moderator:
Ron Keusch, Director of Private Equity Midmarket, Strategic Initiatives, SAP
Panelists:
Kevin Chase, CEO, AspireHR
Thomas Fountain, Operating Partner, One Rock Capital Partners
11:50 - 12:30
Track 10 | Uncovering the organizational design playbook
Marni Rozen,
Cécile Dutheil,
Jimmy Holloran,
Amy LoPiccolo
- How prescriptive are you on the org design? How do you do it from day 1 and how do you set it, who is involved?
- Tracking the first milestones: how do you get there and how do you scale?
- Exploring structures and trends in organizational effectiveness to successfully execute your business strategy
- Looking at the future: how to optimize how your organizations are functioning
- How are skills evolving and how is this affecting the process? What types of jobs are needed and what are the capabilities required for those jobs?
- Designing for growth: what resources can you use and how do you do it?
- What should you be looking at from an org design point of view when you are approaching exit?
Moderator:
Marni Rozen, Director, RSM US
Panelists:
Cécile Dutheil, Head of Human Capital Portfolio, Triton Partners
Jimmy Holloran, Operating Partner, ParkerGale Capital
Amy LoPiccolo, Vice President, Leadership and Talent, B Capital Group
Plenary Session
12:30 - 13:10
Boards: Composition, optimization, and effectiveness
Morgan McKeown,
Mark Herther,
Mia Jung,
Lane McDonald,
Kathryn Seni
- Composition and construction: how do you get more value of out of boards?
- Board structure: where do certain human capital elements come into play here?
- Board effectiveness: What is the secret to the best board/CEO relationships? How does a capable board operate? What is your role in it?
- Should operating partners be on boards?
- Diversity of boards
- What initiatives are you driving for women on boards across portcos? What can be done?
- Board compensation: uncovering the variety of compensation structures to optimize board participation
- What kind of emphasis is being placed on human capital metrics at the boardroom?
Moderator:
Morgan McKeown, Talent Operating Advisor, Goldman Sachs Asset Management
Panelists:
Mark Herther, Director, Operations and Administration, The Riverside Company
Mia Jung, Talent Partner, Welsh, Carson, Anderson & Stowe
Lane McDonald, Managing Director, OMERS Private Equity
Kathryn Seni, Former Talent Operating Partner
13:10 - 14:10
Chairman’s closing remarks and networking lunch
13:10 - 14:10
Women in PE & VC portfolio operations lunch (invitation-only)
Kate Migliaro,
Kristin Brown Patrick
This closed-door discussion will explore what it’s like being a woman in PE and 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 firm 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 and VC
Facilitators:
Kate Migliaro, Principal, Talent Management and Organizational Effectiveness, Apollo Global Management
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners
14:10 - 14:10
End of conference
2022 Speakers
For speaking opportunities, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.
Tracey Abbott
Senior Operating Lead, Partners Group
Tracey Abbott is the Senior Lead Operator on the Special Situations team at Partners Group, a $126 Billion AUM Swiss Private Equity firm, based in Denver. She has 25 years of industry experience in consumer goods and retail. Prior to joining Partners… Read full bio
Dana Allen
Managing Director, Talent, Gauge Capital
Dana is the Managing Director, Talent at Gauge Capital. He leads the firm’s human capital efforts, advising the firm and portfolio on building and enhancing leadership teams and boards to drive value-creation. Prior to joining Gauge, Dana was an exec… Read full bio
Emily Azevedo
Operating Partner, Talent, Mainsail Partners
Emily is an Operating Partner and head of talent at Mainsail Partners, a San Francisco-based growth equity firm with $1.2 billion in raised capital invested across more than 50 high-growth software companies since 2003. Prior to Mainsail, Emily was a… Read full bio
Kate Berkeley
Managing Director, Talent, Gryphon Investors
Kate joined Gryphon Investors in 2020 as Managing Director of Talent Acquisition to lead and scale the firm’s talent acquisition capabilities, both internally at Gryphon and externally with Gryphon portfolio companies. She brings over 20 years of hum… Read full bio
David Beuerlein
Former Operating Partner, Khosla Ventures
David Beuerlein has focused on talent issues for the past 25 years of his career - beginning with his work as a consultant at McKinsey & Company, and later as a partner with two major search firms. In 2015, Dave was recruited to design and build… Read full bio
Neel Bhatia
Operating Partner, Talent, Arcline Investment Management
Neel is currently an Operating Partner at Arcline Investment Management where he is focused on talent assessment and development both within the firm and across portfolio companies. Most recently, Neel was the Managing Partner of Green Peak, a privat… Read full bio
Ted Bililies
Managing Director and Chief Talent Officer, AlixPartners
Ted is an internationally-recognized expert on leadership and organization development. He advises investors, CEOs, and boards globally to help them position the right leaders for key roles and to support those leaders and teams for maximal value cre… Read full bio
Kristin Brown Patrick
Senior Operating Partner, Human Capital, New State Capital Partners
Kristin joined New State Capital Partners in 2019 as Senior Operating Partner, Human Capital with more than 25 years of hands-on growth strategy, executive search, talent acquisition and talent development experience. The bulk of Kristin’s career has… Read full bio
Tony Buffum
Vice President of HR Client Strategy, Upwork
Tony Buffum is VP of HR Client Strategy at Upwork. As a key member of the senior-level executive client strategy team, Buffum is responsible for accelerating growth of current and prospective Upwork enterprise clients, helping them solve HR challenge… Read full bio
Kate Bullis
Managing Partner, SEBA Executive Search
Kate Bullis is a co-founder and Managing Partner of SEBA Executive Search, leading the firm’s global Marketing & Revenue practice. Specializing in marketing, sales and business development engagements, Kate has over 20 years of search experience… Read full bio
Will Busch III
Managing Director, Growth Strategies, FMG Leading
Will leads the Private Equity practice at FMG Leading, where he brings over 15 years of experience in designing, implementing, and leading strategic human capital initiatives that accelerate profitable growth. Prior to joining FMG Leading, Will held… Read full bio
Jennifer Busse
Management Consulting – Director M&A Integration and Separation, RSM US
Jennifer is a leader of RSM’s Mergers and Acquisitions Management Consulting practice specializing in Integrations and Separations. She has 20 years experience assessing and driving business solutions related to business strategy, talent optimization… Read full bio
Andy Caine
Partner, Human Capital & ESG, Frazier Healthcare Partners
Andy is a Partner at Frazier Healthcare where he focuses on pre-investment organizational due diligence, talent assessment and development, and post-acquisition management. In addition, he has designed and help lead the firm’s diversity, equity, incl… 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
Thomas Caruso
Partner, Portfolio Operations, Guardian Operations and Advisory Company, Guardian Capital Partners
Mr. Caruso is a partner of Guardian and leads the Guardian Operations and Advisory Company. He plays an integral role in investment due diligence, value creation opportunity identification, and working alongside portfolio company management teams pos… Read full bio
Kristen Chang
Managing Director, Human Capital, LLR Partners
Kristen Chang joined LLR Partners in 2011 and is a leader on LLR’s Value Creation Team. She partners with LLR’s portfolio companies on executive search, Board recruitment, talent assessment, compensation, and broad HR practices that drive growth. LLR… Read full bio
Kevin Chase
CEO, AspireHR
Since the beginning of 2020, Kevin has led AspireHR as its CEO and President. During that time, the company has experienced significant growth while maturing and expanding its technology solutions for the HR industry with new HCM software, long-term… Read full bio
Rich Coffey
Director, Strategic Partnerships, Globalization Partners
As a Director of Strategic Partnerships, Richard supports our Private Equity and Venture Capital firms at Globalization Partners. Prior to joining Globalization Partners, Richard spent 20 years with Automatic Data Processing. He has held multiple rol… Read full bio
David Cohen
Managing Director, Human Capital, Kelso & Company
David joined Kelso in 2019. He is focused on applying talent and human capital best practices to enhancing the firm’s investment process, portfolio companies and Kelso Specialist Network. He spent the preceding nine years with American Securities in… Read full bio
Wes Cole
Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs
Wes leads portfolio talent efforts within the Goldman Sachs Value Accelerator. Previously, he led more than 100 successful executive searches for high impact portfolio company leadership, board, and operating partner roles for private equity clients… Read full bio
Dwight Cooper
CEO, Hueman
Dwight founded his first start-up, PPR Talent Management Group (Travel Nursing), in 1996 with a $10,000 investment. Under his leadership, PPR grew organically to over $100,000,000 in annual revenue before selling a majority interest to Trivest Partne… Read full bio
Katie Czerepak
Head of Talent, Tech Opportunities, Bain Capital
Katie Czerepak is the Head of Talent for the Tech Opportunities fund at Bain Capital, where she drives talent initiatives across the portfolio and collaborates with management teams to support key talent and human capital priorities. Prior to joining… Read full bio
Ashley Day
Operating Partner - Human Capital, FFL Partners
Ashley Day, PhD, joined FFL in 2021. Ashley works closely with FFL's portfolio companies advising them on all aspects of talent management including recruiting, compensation, succession planning, retention, team building, and performance management.… Read full bio
Camille DeLaite
Operating Partner, Talent, Charlesbank Capital Partners
Camille joined Charlesbank in 2018 as an Operating Partner focused on Talent. She partners with the Charlesbank portfolio companies to create value through people, focusing on organizational due diligence, building outstanding leadership teams, and d… Read full bio
Merche del Valle
Managing Director, Chief Talent and Chief HR Officer, Grain Management
Merche del Valle is a Managing Director and the Chief Talent Officer at Grain Management who brings over 25 years of experience in Talent Intelligence, Leadership and Organizational Development (OD) and Executive Coaching in multiple industries acros… Read full bio
Cécile Dutheil
Head of Human Capital Portfolio, Triton Partners
Cécile joined Triton Partners as Head of Human Capital Portfolio in August 2019 from APTIV plc, formerly known as DELPHI Automotive plc, where she held the position of Vice President Global HR for the Engineered Component Group (ECG) and EMEA Corpora… Read full bio
Jonathan Essig
Managing Partner, SimpleFi Solutions
Jon is CEO of SimpleFi Solutions. SimpleFi implements prepackaged solutions for enterprise planning and analysis, including Workforce optimization. Jon is a recognized planning and analytics industry expert, speaker and author. He has years of experi… Read full bio
Garry Fielding
Senior Operating Advisor, Human Capital, Francisco Partners Consulting
Garry Fielding is a Senior Operating Advisor at Francisco Partners Consulting. Garry works closely with Francisco Partners’ portfolio companies advising them on all aspects of talent management including org design, recruiting, compensation, retentio… Read full bio
Alan Foster
Partner, Head of Private Equity, ghSMART
Alan Foster is a Partner at ghSMART where he is head of the Private Equity practice. He co-leads ghSMART’s European business. He serves private equity firms and their portfolio company CEOs . Alan co-authored the Wall Street Journal bestselling book,… Read full bio
Thomas Fountain
Operating Partner, One Rock Capital Partners
Thomas C. Fountain is an Operating Partner focused on driving value creating through the deployment of technology-based solutions and IT excellence for One Rock and its portfolio companies. Mr. Fountain brings over 30 years of technology and leadersh… Read full bio
Angela Geffre
Chief Human Resources Officer, Sun Capital Partners
Angela is the Chief Human Resources Officer for Sun Capital Advisors, where she partners with the Investment and Operating Partner teams to accelerate growth through talent. Angela’s role focuses on leading human capital initiatives for both the firm… Read full bio
Amanda Good
Partner, Global Head of Value Creation, Searchlight Capital Partners
Amanda has spent 20 years in the private equity industry, working with high growth technology, media and branded companies. Amanda joined Searchlight Capital, in their NY office, to lead the value creation team in early 2021, driving consistency and… Read full bio
Todd Grove
Vice President, Private Equity, Quantum Health
As Vice President of Private Equity, Todd serves as the liaison between Private Equity firms, their portfolio companies, and Quantum Health. He works to educate the senior leadership teams on independent navigation and identifies opportunities for pa… Read full bio
Courtney Hagen
Chief Talent Officer, Littlejohn & Co.
Courtney Hagen is Chief Talent Officer for Littlejohn & Co., a firm that makes private equity and debt investments primarily in middle market companies. In this role, she partners with investment and management teams to ensure the talent strategi… 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
Tanya Hayes
Partner, Human Capital and ESG, Frazier Healthcare Partners
Tanya joined Frazier Healthcare Partners in January 2020 on the Growth Buyout team. Tanya is a human capital leader focusing on pre-investment organizational due diligence and post-acquisition management to create long-term value for portfolio compan… Read full bio
Mark Herther
Director, Operations and Administration, The Riverside Company
Mark joined The Riverside Company in 2019 as the Director, Operations and Administration for the Riverside Micro-Cap Strategy. Mark works on a broad range of initiatives including executive talent recruiting, outsourcing, revenue acceleration, ESG an… Read full bio
Jimmy Holloran
Operating Partner, ParkerGale Capital
Jimmy is responsible for working with portfolio companies on talent strategy focusing on organizational design and development as well as communication both within each company and across the portfolio. Prior to joining ParkerGale, Jimmy worked on ta… Read full bio
Ben Holzemer
Partner, Global Head of Human Capital, TPG Global
Ben Holzemer is a Partner at TPG and the Head of Global Human Capital, based in San Francisco. Under his leadership the firm’s human capital team partners with TPG’s investment professionals and portfolio company leaders around the world to build gre… Read full bio
Jamie Jacobs
Chief Talent Officer, Oak Hill Capital
Jamie Jacobs serves as the Chief Talent Officer of Oak Hill Capital. Working across the entire portfolio of Oak Hill funds focusing on all aspects of Human Capital with specialties in Talent Management, Talent Acquisition, Organization design and ass… Read full bio
Jan Jamrich
CEO, Entromy
Jan is CEO & Founder of Entromy, the leading organizational assessment platform that enables private equity firms to rapidly understand organizational network dynamics and critical business areas that affect portfolio company performance. As a ke… Read full bio
Scott Jacobs
Partner, Acertitude
Scott Jacobs is a partner with the Technology practice at Acertitude, where he leads senior-level searches and company-wide assessment projects all over the world for clients who seek rapid, exceptional performance. He is highly specialized in servin… Read full bio
Mia Jung
Talent Partner, Welsh, Carson, Anderson & Stowe
Ms. Jung is a Talent Partner on the WCAS Healthcare team. Ms. Jung focuses on executive talent strategy and management and is responsible for helping WCAS’s healthcare companies build best- inclass leadership teams. She brings nearly a decade of exec… Read full bio
Ron Keusch
Director of Private Equity Midmarket, Strategic Initiatives, SAP
Ron is a 14-year SAP veteran, working with the Mid-Market Strategic Innovation Group which caters to private equity firms in the investment life cycle of their portfolio investments, provides resources for M&A and carve out transactions, and grow… Read full bio
Christopher Kim
Principal, Head of Human Capital, Platinum Equity
Chris Kim is a Principal and leads the Human Capital Management team, which is responsible for performing diligence on all Human Capital aspects of prospective additions to the Platinum Equity portfolio. Chris also has responsibilities in ensuring a… Read full bio
John Knapp
Operating Director, Talent, Berkshire Partners
John Knapp is an Operating Director and Talent Specialist in Berkshire Partners’ Portfolio Support Group, where he focuses on talent leadership and human capital best practices across the portfolio. Prior to joining Berkshire, John was a Partner with… Read full bio
Eric Krieg
Managing Director, Risk International
Eric is known as a market innovator and disruptor. He founded Risk International Benefits Advisors (RIBA) in 2014, which is revolutionizing the way employers procure and manage employee benefits. A former industry insider, with thirty years of experi… Read full bio
Natalie Leone
Managing Director, Portfolio Talent, Centerbridge Partners
Natalie Leone, Managing Director, Head of Portfolio Talent joined Centerbridge in October 2021 and focuses on the Firm’s portfolio talent efforts. Natalie is responsible for identifying and prioritizing talent activities across the portfolio. She par… Read full bio
Danie Levy
Principal, The Carlyle Group
At Carlyle, Danie Levy is Principal, Talent & Organization Performance and helps portfolio companies maximize organizational, operational, and leadership effectiveness. Danie has spent her career partnering with executives to address their most p… Read full bio
Amy LoPiccolo
Vice President, Leadership and Talent, B Capital Group
Amy LoPiccolo joined B Capital Group in 2019 as the Vice President of Leadership & Talent. She partners with multi-stage tech founders and HR leaders around the globe on their greatest talent and organizational development-related challenges. Her… Read full bio
Jenny Machida
Partner, PwC
Jenny Machida leads PwC’s Leadership, Talent & Organization in Deals practice, where she focuses primarily on serving Private Equity clients in transactions and in the development of their diligence and portfolio strategies related to talent and… Read full bio
Alice Mann
Partner, Human Capital, Sentinel Capital Partners
Dr. Alice Mann, Partner, Human Capital, joined Sentinel in 2022. For more than 20 years, Dr. Mann has advised senior executives on building high-performing leadership teams, developing winning talent strategies, and designing organizations that achie… Read full bio
Katie Marchetti
Managing Director, BluWave
Katie is a Managing Director with BluWave where she leads overall corporate development and account management activities. Prior to joining BluWave, she was with GLG (Gerson Lehrman Group), a leading knowledge marketplace connecting private equity fi… Read full bio
Min Matson
Director, PwC
Min is a Director with PwC’s Workforce Transformation, DEI Consulting practice. He brings 15+ years of consulting experience helping organizations embed diversity, equity, and inclusion into their organizational strategy and culture by driving inclus… Read full bio
Steven Maxwell
Senior Vice President, Portfolio Human Capital, Audax Private Equity
Steve is a Senior Vice President for Audax Private Equity where he leads Portfolio Human Capital. Previously, he was the Talent Partner at Kodiak Venture Partners. Steve also worked in the executive search industry at Korn Ferry and Russell Reynolds,… Read full bio
Jason McDannold
Managing Director, AlixPartners
Jason has almost 25 years of experience in the United States, Asia, and Europe as an executive leader and professional advisor with a successful record of generating growth for private-equity clients through operational excellence, brand leverage, an… Read full bio
Lane McDonald
Managing Director, OMERS Private Equity
As Managing Director, Operations, Lane works with investment and management teams to assess new investments and define and execute value-creation priorities. Lane is based in New York and joined the OMERS Private Equity team in 2022. Prior to joining… Read full bio
Joe McDougall
Managing Director, TC Operating Partners, Trive Capital
Joe is a Managing Director at Trive Capital where he leads the dedicated operating partner team, TC Operating Partners. Joe and his team focus on operational improvements and value creation across the Trive portfolio supporting functional efforts acr… Read full bio
Morgan McKeown
Talent Operating Advisor, Goldman Sachs Asset Management
Since 2019, Morgan has served as a Talent Operating Advisor for the Goldman Sachs Value Accelerator, partnering with portfolio companies and investment professionals to create value through enhanced leadership performance. He supports a wide range of… Read full bio
Kate Migliaro
Principal, Talent Management and Organizational Effectiveness, Apollo Global Management
Ms. Migliaro is a US Army Veteran with 5 years active duty experience in the Military Police Corps. During her service, Ms. Migliaro deployed to both Iraq and Afghanistan supporting and building local national law enforcement capabilities. She was aw… Read full bio
Robert Murray
Vice President, Portfolio Human Capital, Audax Private Equity
Robert is a Vice President of Portfolio Human Capital for Audax Private Equity, based in Boston. Prior to joining Audax in 2021, Robert worked at Korn Ferry as a Principal in the Human Resources Practice. Prior to that, Robert was a Director in the G… Read full bio
Mugdha Narasimhan
Managing Director, Entromy
Mugdha Narasimhan is a Managing Director at Entromy, where she upholds successful company operations and drives strategic goals and growth – while ensuring the Entromy client experience remains unmatched. Previously a Project Leader and a member of t… Read full bio
Michelle Nasir
Chief Talent Officer, Arsenal Capital Partners
Michelle Nasir is Arsenal Capital Partners Chief Talent Officer (CTO), where she leads the firm’s Human Capital efforts (people, culture, organization, and performance). Michelle’s expertise includes M&A due diligence, executive coaching, success… Read full bio
Javier O'Neil-Ortiz
Talent Systems and People Analytics, B Capital Group
Javier O'Neil-Ortiz leads talent systems and people analytics for B Capital, driving talent data & technology strategy across the portfolio. Prior to joining B Capital, Javier developed the talent intelligence function at Teneo, and before that w… Read full bio
Ben Passafuime
Vice President, Alpine Investors
Ben Passafuime serves as a Vice President at Alpine Investors, where he oversees all executive, CEO-in-residence, and Board talent acquisition for Alpine’s portfolio. Alpine’s talent team drives the majority of its portfolio recruiting efforts in-hou… Read full bio
Patrick Petitti
Co-Founder and CEO, Catalant
Pat Petitti is the co-founder and CEO of Catalant Technologies, a technology company that connects enterprises who have critical business problems with the experts who can solve them quickly. Petitti is also co-author of a book titled, Reimagining Wo… Read full bio
Kyle Roemer
Managing Director, Incline Equity Partners
Kyle Roemer is a Managing Director at Incline Equity Partners. Kyle started and leads the Catalyst Group, Incline’s value creation team. He is focused on accelerating the growth of their portfolio companies through improvements in technology, go to m… Read full bio
Marni Rozen
Director, RSM US
Marni is a Management Consulting Director at RSM. She has been with the firm since 2008. Marni has extensive experience in talent management operations, recruiting strategy and HRIS and Payroll systems. Marni’s experience includes assessing and impro… Read full bio
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
Kristin Schroeder
Operating Partner, Talent, Welsh, Carson, Anderson & Stowe
Ms. Schroeder is an Operating Partner on the WCAS Technology Talent Team, having joined in 2021. Ms. Schroeder has 15 years of talent experience spanning executive search, corporate recruiting, and talent advisory. Most recently, she served as a Seni… Read full bio
Kathryn Seni
Former Talent Operating Partner
Kathryn Seni has over 20 years of talent leadership experience, as both consultant and operator, with particular expertise inside private equity and at the executive and Board levels. Most recently, Kathryn has been consulting as an interim Talent Op… Read full bio
Jenna Sigman
Executive Vice President, Insight Partners
Jenna Sigman joined Insight in 2017 and is an EVP on the Insight Onsite team. She works closely with the executive team of portfolio companies to accelerate growth, build their teams and scale operations. Prior to Insight, Jenna spent 5 years at Trav… 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
Debra Somers
Senior Vice President, Portfolio Recruitment, Warburg Pincus
Debra Somers is based in New York, joined Warburg Pincus in 2019 and is a Senior Vice President of Portfolio Recruitment, focused on senior level recruiting best practices for U.S. based portfolio companies. Prior to joining Warburg Pincus, Mrs. Some… Read full bio
Glenn Stevens
Partner, Talent Management, Apollo Global Management
Glenn Stevens is a Partner, Talent Management at Apollo Global Management focused on management team and board construction for Apollo's portfolio companies. Previously he was the Head of Talent Management at L Catterton, the largest consumer-focused… Read full bio
Tina Tran
Director, Incline Equity Partners
Tina is a Director in Incline's value creation team, The Catalyst Group. In this role, she is responsible for defining and leading talent strategy across Incline’s portfolio companies, with a focus on commercial growth through executive talent planni… Read full bio
Chris Trendler
Managing Director, Head of Portfolio Talent, Madison Dearborn Partners
Chris Trendler is a Managing Director and the Head of Portfolio Talent for the firm, responsible for leading the firm's talent strategy across the portfolio. Prior to joining MDP in 2021, Chris was a Partner at ghSMART and Company, where he advised i… Read full bio
Sean Turner
Director, Portfolio Operations, GI Partners
Founded in 2001, GI Partners is a private investment firm based in San Francisco, California. The firm has raised over $25 billion in capital from leading institutional investors around the world to invest in private equity, real estate, and data inf… Read full bio
Allison Walker
Chief Talent Officer, FTV Capital
Ali leads talent for FTV. She provides comprehensive talent strategy, advisory and leadership expertise to the firm’s existing and prospective portfolio companies as part of FTV’s Propel program, designed to deliver valuable acceleration during rapid… Read full bio
John Weaver
Senior Director, Risk International
John joined Risk International in 2019 and is the Senior Director of Private Equity. John works with Risk International teams in both the Risk Management and Benefits Advisory Practices to drive value creation for Private Equity clients and their por… Read full bio
Bryan West
Head of Talent, Resurgens Technology Partners
Bryan joined Resurgens in 2021 as the Head of Talent and focuses primarily on organization, leadership, and talent development for the firm’s portfolio companies. Prior to joining Resurgens, Bryan was an Associate Partner and led the Private Equity P… Read full bio
Giles Whiting
Operating Partner, Verdane
Giles is an Operating Partner at Verdane Capital and acting COO of Forsta, a Verdane investment. He supports the portfolio and management teams with a focus on growth acceleration, building go-to-market teams, and rapid company transformations. Giles… Read full bio
Curt Witte
Partner, Head of Growth Factors, Bregal Sagemount
Curt Witte is a Partner at Bregal Sagemount who founded and leads the Growth Factors portfolio operations team. Growth Factors partners with companies to realize high yield growth and operations enhancement, resulting in accelerated enterprise value… 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.
Pre-Event Resources
pdf
Private Equity/Venture Capital Compensation Report – Executive Summary
By Private Equity International
Explore our exclusive operating partner only networking
Operating Partner exclusive networking events took place throughout the Forum. Starting with our Operating Partner Only reception on the evening before the event, 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 March 29
5:30 pm – 7:30 pm: Operating Partners Only Welcome Cocktail Reception (invitation-only)
The Skylark, 200 W 39th St, New York, NY
Join other operating partners and talent partners attending the Human Capital Forum in a casual gathering to see old friends and meet new operating partners.
Pre-event women's dinner on March 29
7:30 pm – 9:30 pm: Women in Private Equity Portfolio Operations Dinner (invitation-only)
The Hunt & Fish Club, 125 W 44th St, New York, NY
Join PEI and RSM as we welcome the women in PE portfolio operations attending the Human Capital Forum for a private sit-down dinner to facilitate networking before the conference.
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).
Venue and hotel
Convene
151 W 42nd St
New York, NY 10036
Kimpton Muse Hotel
130 West 46th Street
New York, 10036