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 brings together an elite crowd of top human capital value creators and operating partner specialists. It is 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.”

Join us in New York City to hear engaging and informative discussions to make your workforce planning a competitive advantage.

Operating Partners Forum: Asia
Learn key strategies to accelerate growth through human capital

Operating Partners Forum: Asia
Join discussions with the leading PE operating specialists in human capital

Operating Partners Forum: Asia
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

View all speakers
View all speakers

2021 Attendees

Acertitude
Alvarez & Marsal Holdings LLC
American Securities
Apollo Global Management LLC
Arcline Investment Management
Arsenal Capital Partners
Audax Group
Berkshire Partners
Blue Ridge Partners
Blue Wolf Capital Partners
CI Capital Partners
Clayton Dubilier & Rice
Comvest Partners
ECA
FMG Leading
Frazier Healthcare Partners
Genstar Capital
Globalization Partners
GTCR
Hg
KKR Capstone
LightBay Capital
Lightyear Capital
Mainsail Partners
NetJets
Platinum Equity
Quantum Health
Spectrum Equity
STG Partners
The Riverside Company
Thoma Bravo
TPG Global
Two Sigma Ventures
Warburg Pincus
WindRose Health Investors

2022 Agenda

Human capital forum agenda

Download the agenda to see the timely and relevant topics that are of importance to Operating Partners today. These topics will shape the discussions at the Operating Partners Human Capital Forum.

If you are interested in a speaking role please contact contact Marc Mele at marc.m@peimedia.com.

All times are listed in Eastern Time (ET)

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Day 1 Day 2
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Agenda

Day One - Wednesday 30th

07:45 - 09:00

Registration and breakfast

08:00 - 09:00

Human capital operating partners think tank (invitation-only)

Kristen Chang

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 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 (1st year in PE)

Facilitators:
Kristen Chang, Managing Director, Human Capital, LLR Partners

Room 2  
Advanced Human Capital Operating Partners and Talent Partners

Kristen Chang, LLR Partners

Kristen Chang

Managing Director, Human Capital, LLR Partners

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09:00 - 09:10

PEI’s welcome and opening remarks

Plenary Sessions
09:10 - 09:50

Talent retention and the “Great Resignation” — how the game has changed

Christopher Kim, Alice Mann
  • 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?

Panelists:
Christopher Kim, Principal, Platinum Equity
Alice Mann, Operating Partner, Human Capital, Blue Wolf Capital Partners

A speaker photo for Christopher Kim

Christopher Kim

Principal, Platinum Equity

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Alice Mann

Alice Mann

Operating Partner, Human Capital, Blue Wolf Capital Partners

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09:50 - 10:30

Amplifying the human capital and talent function in PE: comparing models

Dan Hawkins, Andy Caine, Angela Geffre, 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
Kate Migliaro, Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

A speaker photo for Dan Hawkins

Dan Hawkins

CCEO, Summit Leadership Partners

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Andy Caine Frazier Healthcare Partners

Andy Caine

Partner, Human Capital, Frazier Healthcare Partners

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A speaker photo for Angela Geffre

Angela Geffre

Chief Human Resources Officer, Sun Capital Partners

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Kate Migliaro, Apollo Global Management

Kate Migliaro

Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

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10:30 - 11:10

Private equity-leadership team alignment and the next generation of CEOs

Amanda Good, Pericles Mazarakis, 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?

Panelists:
Amanda Good, Partner, Global Head of Value Creation, Searchlight Capital Partners
John Knapp, Operating Director, Talent, Berkshire Partners
Pericles Mazarakis, Managing Partner, Trispan Capital
Bryan West, Head of Talent, Resurgens Technology Partners

A speaker photo for Amanda Good

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

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A speaker photo for Pericles Mazarakis

Pericles Mazarakis

Managing Partner, Trispan Capital

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A speaker photo for Bryan West

Bryan West

Head of Talent, Resurgens Technology Partners

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11:10 - 11:40

Networking Break

Breakout Series I
11:40 - 12:20

Track 1 | Critical dimensions in talent due diligence

Thomas Caruso, 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

Panelists:
Thomas Caruso, Partner, Portfolio Operations, Guardian Operations and Advisory Company, Guardian Capital Partners
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Chris Trendler, Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

A speaker photo for Thomas Caruso

Thomas Caruso

Partner, Portfolio Operations, Guardian Operations and Advisory Company, Guardian Capital Partners

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A speaker photo for Ben Holzemer

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

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A speaker photo for Chris Trendler

Chris Trendler

Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

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11:40 - 12:20

Track 2 | Grasping the lower and mid-level talent execution plan

  • 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
  • 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
Breakout Series II
12:20 - 13:00

Track 3 | 100-day talent action plans: starting your value creation journey

Ashley Day, 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

Panelists:
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

Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

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A speaker photo for Sean Turner

Sean Turner

Director, Portfolio Operations, GI Partners

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12:20 - 13:00

Track 4 | Culture and strategy to accelerate growth

Tracey Abbott
  • 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

A speaker photo for Tracey Abbott

Tracey Abbott

Senior Operating Lead, Partners Group

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13:00 - 14:00

Networking Lunch

Breakout Series III
14:00 - 14:40

Track 5 | CHRO/CFO Challenges: Controlling costs while stabilizing health of the workforce

  • Engaging CHRO and CFO: collaboration on healthcare value creation initiatives
  • What is being done to retain talent in advance – while impacting bottom line costs
  • What are some innovative things HR leaders are doing when it comes to healthcare and employee engagement?
  • Looking at top challenges and opportunities for HR teams
  • Looking at the challenges and opportunities of mid and lower-level hires
14:00 - 14:40

Track 6

Breakout Series IV
14:40 - 15:20

Track 7 | Operating partner-CHRO dynamics: alignment, expectations, and impact

Tanya Hayes, 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?

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

A speaker photo for Tanya Hayes

Tanya Hayes

Partner, Human Capital and ESG, Frazier Healthcare Partners

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A speaker photo for Michelle Nasir

Michelle Nasir

Chief Talent Officer, Arsenal Capital Partners

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A speaker photo for Michael Song

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

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14:40 - 15:20

Track 8 | Accelerating workforce transformations through digital and human forces

David Beuerlein
  • 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?

Panelists:
David Beuerlein, Former Operating Partner, Khosla Ventures

A speaker photo for David Beuerlein

David Beuerlein

Former Operating Partner, Khosla Ventures

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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

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?
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

A speaker photo for Alan Foster

Alan Foster

Partner, Head of Private Equity, ghSMART

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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

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?
16:30 - 17:15

Interactive Working Group 4 (for operating partners only) | The impact of human capital tactical areas: operating partners/talent partners share their thoughts

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

  • Benefits: what is your playbook on the post-acquisition side
  • Compensation and rewards in a rapidly shifting world to attract and retain people
  • Comp design and competitiveness: how to get good data
  • Incentives: what role does it play in driving transformation and the value creation agenda?
  • Executive compensation: negotiating it earlier on; how to think about wage inflation
  • Exposing challenges in the current inflationary environment: what can be done?
  • 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 when it comes to human capital
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”

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
08:30 - 09:25

Think tanks for full-time operating partners: Comparing operating partner human capital models — value creation war room (invitation-only)

Giles Whiting

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:
Giles Whiting, Operating Partner, Verdane

Think Tank Room 2
Large Cap

A speaker photo for Giles Whiting

Giles Whiting

Operating Partner, Verdane

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09:25 - 09:30

Chairman’s welcome

Plenary Sessions
09:30 - 10:10

What makes a great talent partner/human capital operating partner in PE?

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

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

A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

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A speaker photo for David Cohen

David Cohen

Managing Director, Human Capital, Kelso & Company

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Merche Del Valle, Grain management

Merche del Valle

Managing Director, Chief Talent and Chief HR Officer, Grain Management

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A speaker photo for Steven Maxwell

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

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10:10 - 10:50

Recruiting optimization: advanced strategies in talent acquisition

Emily Azevedo, Wes Cole
  • 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

Panelists:
Emily Azevedo, Operating Partner, Talent, Mainsail Partners
Wes Cole, Portfolio Talent Lead – GS Value Accelerator, Goldman Sachs

Emily Azevedo, Mainsail Partners

Emily Azevedo

Operating Partner, Talent, Mainsail Partners

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A speaker photo for Wes Cole

Wes Cole

Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs

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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

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?
11:10 - 11:50

Interactive Working Group 6 (for operating partners only)

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

Breakout Series V
11:50 - 12:30

Track 9 | Workforce analytics: leveraging data science with talent/portfolio performance

  • 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
11:50 - 12:30

Track 10 | Uncovering the organizational design playbook

Ann McCloskey
  • 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?

Panelists:
Ann McCloskey, Operating Principal, Accel-KKR

A speaker photo for Ann McCloskey

Ann McCloskey

Operating Principal, Accel-KKR

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Plenary Session
12:30 - 13:10

Boards: Composition, optimization, and effectiveness

Nick Winter
  • 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
  • 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?

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

A speaker photo for Nick Winter

Nick Winter

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

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13:10 - 14:10

Chairman’s closing remarks and networking lunch

13:10 - 14:10

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

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

A speaker photo for Kristin Brown Patrick

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

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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 $119 B Assets under management private equity firm. Prior to joining Special Situations, she was the senior operating lead on the direct equity side of Part… Read full bio
Emily Azevedo, Mainsail Partners

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

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

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
Andy Caine Frazier Healthcare Partners

Andy Caine

Partner, Human Capital, 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, LLR Partners

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

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
Ashley Day, CI Capital Partners

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
Merche Del Valle, Grain management

Merche del Valle

Managing Director, Chief Talent and Chief HR Officer, Grain Management

Merche del Valle is a Managing Director, Chief Talent Officer and Chief HR Officer at Grain Management. She is responsible for developing a robust and diverse pipeline of leadership talent, working across Grain and portfolio companies to identify, as… 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

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

Dan Hawkins

CCEO, 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

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

Christopher Kim

Principal, Platinum Equity

Chris Kim is a Senior Vice President within Platinum Equity’s Mergers & Acquisitions Operations practice. He is responsible for evaluating Human Capital aspects of prospective additions to the Platinum Equity portfolio. Chris also has responsibil… Read full bio
Alice Mann

Alice Mann

Operating Partner, Human Capital, Blue Wolf Capital Partners

Dr. Alice Mann is an Operating Partner at Blue Wolf Capital Partners LLC. For over 20 years, Dr. Mann has advised senior executives to build high-performing leadership teams, develop winning talent strategies, and design organizations that achieve ou… 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

Pericles Mazarakis

Managing Partner, Trispan Capital

Prior to working with TriSpan, Pericles was a Senior Operating Partner and Head of Portfolio Support at CDPQ’s Private Equity division that has $25B under management and invested in 40+ direct investments. Before joining CDPQ Capital, he was a Managi… Read full bio

Ann McCloskey

Operating Principal, Accel-KKR

Ann McCloskey is Operating Principal with Accel-KKR. Accel-KKR is a private equity firm with $9BN in assets focused on high growth software and technology enabled businesses. Ann’s primary focus areas are executive team effectiveness, executive searc… Read full bio
Kate Migliaro, Apollo Global Management

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

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

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

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

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

Nick Winter

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

Nick Winter is a Managing Director and North American Head of Portfolio Operations focused on value creation in Värde private equity investments. Based in New York, he joined the firm in 2018. Prior to Värde, Nick spent several years at JPMorgan Chas… 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.

Resources

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brochure

Explore our exclusive operating partner only networking

Operating Partner exclusive networking events are taking place throughout the Forum. Starting with our Operating Partner Only reception on the evening before the event, the Forum provides operating partners with opportunities each day to network and share thoughts with operating partners. Explore the various interactive working groups, think tanks, breakfast sessions and receptions to discuss emerging topics in value creation and network with your peers.

Pre-event networking reception

Networking amongst operating partners is a key portion of the event, and we hope you will join us for the Kickoff Networking Reception for operating partners only on the night prior to the conference sessions starting.

Featured networking opportunities

think tank

Think Tank sessions

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

Interactive working group

Interactive Working Groups

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

women's networking lunch

Women’s networking lunch

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

deep dive

Breakfast Deep Dive discussion

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