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)
Agenda
Day One - Wednesday 30th
Registration and breakfast
Human capital operating partners think tank (invitation-only)
Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door 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




PEI’s welcome and opening remarks
Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

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





Amplifying the human capital and talent function in PE: comparing models
- 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 bioPrivate equity-leadership team alignment and the next generation of CEOs
- 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




Networking Break
Track 1 | Critical dimensions in talent due diligence
- 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


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





Track 4 | Culture and strategy to accelerate growth
- 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
Networking Lunch
Track 5 | Portco retention strategy: harmonizing benefit platforms, reducing costs, and improving employee morale
- 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
Track 6 | 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
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





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





Track 8 | Accelerating workforce transformations through digital and human forces
- 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





Networking Break
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?
Facilitators:
Jennifer Busse, Management Consulting – Director M&A Integration and Separation, RSM US
Marni Rozen, Director, RSM US
Interactive Working Group 2 (for operating partners only) | Talent assessments for success: 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:
- 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 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?
Facilitators:
Patrick Petitti, Co-Founder and CEO, Catalant
Curt Witte, Partner, Head of Growth Factors, Bregal Sagemount
Interactive Working Group 4 (for operating partners only) | The amazing impact of proper benefits governance: PE thought leaders share insights and results
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
End of day 1 and networking cocktail reception
Agenda
Day Two - Thursday 31st
Registration and breakfast
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
Facilitators:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Jason McDannold, Managing Director, AlixPartners
Think tanks for full-time operating partners: Comparing operating partner human capital models — value creation war room (invitation-only)
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
Chairman’s welcome
Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

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





Recruiting optimization: advanced strategies in talent acquisition
- 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





Networking break
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?
Facilitator:
Jenny Machida, Partner, PwC

Interactive Working Group 6 (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?
Facilitator:
Min Matson, Director, PwC

Track 9 | PE portco HR case study: rapid HR transformation for agility, ops cost efficiency and improved talent
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
Track 10 | Uncovering the organizational design playbook
- 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
Boards: Composition, optimization, and effectiveness
- 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





Chairman’s closing remarks and networking lunch
Women in PE & VC portfolio operations lunch (invitation-only)
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
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

Dana Allen
Managing Director, Talent, Gauge Capital

Emily Azevedo
Operating Partner, Talent, Mainsail Partners

Kate Berkeley
Managing Director, Talent, Gryphon Investors

David Beuerlein
Former Operating Partner, Khosla Ventures

Neel Bhatia
Operating Partner, Talent, Arcline Investment Management

Ted Bililies
Managing Director and Chief Talent Officer, AlixPartners

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

Tony Buffum
Vice President of HR Client Strategy, Upwork

Kate Bullis
Managing Partner, SEBA Executive Search

Will Busch III
Managing Director, Growth Strategies, FMG Leading

Jennifer Busse
Management Consulting – Director M&A Integration and Separation, RSM US

Andy Caine
Partner, Human Capital & ESG, Frazier Healthcare Partners

Kelly Carlson
Managing Director, Head of Talent, STG Partners

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

Kristen Chang
Managing Director, Human Capital, LLR Partners

Kevin Chase
CEO, AspireHR

Rich Coffey
Director, Strategic Partnerships, Globalization Partners

David Cohen
Managing Director, Human Capital, Kelso & Company

Wes Cole
Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs

Dwight Cooper
CEO, Hueman

Katie Czerepak
Head of Talent, Tech Opportunities, Bain Capital

Ashley Day
Operating Partner - Human Capital, FFL Partners

Camille DeLaite
Operating Partner, Talent, Charlesbank Capital Partners

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

Cécile Dutheil
Head of Human Capital Portfolio, Triton Partners

Jonathan Essig
Managing Partner, SimpleFi Solutions

Garry Fielding
Senior Operating Advisor, Human Capital, Francisco Partners Consulting

Alan Foster
Partner, Head of Private Equity, ghSMART

Thomas Fountain
Operating Partner, One Rock Capital Partners

Angela Geffre
Chief Human Resources Officer, Sun Capital Partners

Amanda Good
Partner, Global Head of Value Creation, Searchlight Capital Partners

Todd Grove
Vice President, Private Equity, Quantum Health

Courtney Hagen
Chief Talent Officer, Littlejohn & Co.

Dan Hawkins
Founder and CEO, Summit Leadership Partners

Tanya Hayes
Partner, Human Capital and ESG, Frazier Healthcare Partners

Mark Herther
Director, Operations and Administration, The Riverside Company

Jimmy Holloran
Operating Partner, ParkerGale Capital

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

Jamie Jacobs
Chief Talent Officer, Oak Hill Capital

Jan Jamrich
CEO, Entromy

Scott Jacobs
Partner, Acertitude

Mia Jung
Talent Partner, Welsh, Carson, Anderson & Stowe

Ron Keusch
Director of Private Equity Midmarket, Strategic Initiatives, SAP

Christopher Kim
Principal, Head of Human Capital, Platinum Equity

John Knapp
Operating Director, Talent, Berkshire Partners

Eric Krieg
Managing Director, Risk International

Natalie Leone
Managing Director, Portfolio Talent, Centerbridge Partners

Danie Levy
Principal, The Carlyle Group

Amy LoPiccolo
Vice President, Leadership and Talent, B Capital Group

Jenny Machida
Partner, PwC

Alice Mann
Partner, Human Capital, Sentinel Capital Partners

Katie Marchetti
Managing Director, BluWave

Min Matson
Director, PwC

Steven Maxwell
Senior Vice President, Portfolio Human Capital, Audax Private Equity

Jason McDannold
Managing Director, AlixPartners

Lane McDonald
Managing Director, OMERS Private Equity

Joe McDougall
Managing Director, TC Operating Partners, Trive Capital

Morgan McKeown
Talent Operating Advisor, Goldman Sachs Asset Management

Kate Migliaro
Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

Robert Murray
Vice President, Portfolio Human Capital, Audax Private Equity

Mugdha Narasimhan
Managing Director, Entromy

Michelle Nasir
Chief Talent Officer, Arsenal Capital Partners

Javier O'Neil-Ortiz
Talent Systems and People Analytics, B Capital Group

Ben Passafuime
Vice President, Alpine Investors

Patrick Petitti
Co-Founder and CEO, Catalant

Kyle Roemer
Managing Director, Incline Equity Partners

Marni Rozen
Director, RSM US

Tim Sanders
Vice President, Client Strategy, Upwork

Kristin Schroeder
Operating Partner, Talent, Welsh, Carson, Anderson & Stowe

Kathryn Seni
Former Talent Operating Partner

Jenna Sigman
Executive Vice President, Insight Partners

Michael Song
Managing Director, Portfolio Operations, Providence Equity Partners

Debra Somers
Senior Vice President, Portfolio Recruitment, Warburg Pincus

Glenn Stevens
Partner, Talent Management, Apollo Global Management

Tina Tran
Director, Incline Equity Partners

Chris Trendler
Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

Sean Turner
Director, Portfolio Operations, GI Partners

Allison Walker
Chief Talent Officer, FTV Capital

John Weaver
Senior Director, Risk International

Bryan West
Head of Talent, Resurgens Technology Partners

Giles Whiting
Operating Partner, Verdane

Curt Witte
Partner, Head of Growth Factors, Bregal Sagemount
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
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