International
Operating Partners Human Capital Forum
March 25-26, 2026
Convene, 360 Madison Avenue, New York
Shape the future of talent value creation
At a critical time in the economic cycle, uncover how leading PE firms are driving value creation through human capital.
Join 250+ operating specialists at the Operating Partners Human Capital Forum to connect, collaborate, and empower your talent team for the future.
“It was such a great experience deepening relationships across such a collaborative community.”
Joe Schuster
SVP, Talent, Tide Rock
“Tremendous event. This is where we push forward value creation through human capital.”
Jimmy Holloran
Partner and Head of Talent, American Industrial Partners
“This was my first PEI Forum and it was a great event to build my network and learn from others in the OP role.”
Mike Rude
OP, Cressey & Company
Join discussions with leading PE operating specialists
Uncover key strategies to accelerate transformation through human capital, including:
- Tactical sessions on managing CEO annual reviews
- The impact of the macro climate on the talent function
- Real world AI case studies for human capital specialists
- The CEO perspective on the talent function
- Examining the impact of tech on human capital
- Heads of value creation insights into operating models
- And more…
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How does your compensation compare?
The Operating Partners Compensation Survey provides a temperature check of the market and aggregates the responses of 300+ operating partners across:
- Team make-up
- Compensation
- Incentive packages
- Portfolio company engagement
- And more…
Meet the largest assembly of talent value creators
Speakers
“This was an incredible opportunity to step away from the day to day hustle and devote time to my own professional development by connecting and learning from my peers in the industry. I truly forgot the value that can come from being in the room with those who are in a similar position – even if our firms are of different size & scale and industry focus.”
Angie Krtnick Complin
Talent Director, Granite Partners
The event agenda covers human capital value creation challenges and opportunities for private equity and portfolio companies.
If you are interested in a speaking role for next year, please contact Marc Mele at marc.m@pei.group.
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Agenda
Day 1 - Wednesday 25th
Registration and breakfast
Think Tank 1 - HR operations (for operating partners only)
Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.
Think Tank 2 - Comparing human capital operating partner models and functions (for operating partners only)
Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.
Think Tank 3 - Training for new and emerging talent specialists (1-2 years in PE) (for operating partners only)
Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.
Deep dive breakfast discussion 1 (for operating partners only): Alignment and execution in working with your CHROs
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Sharing practical examples of successful initiatives carried out through the CHRO: what are you mostly focused on?
- How do you build relationships with CHROs, how do you engage and listen? What are the biggest challenges in working with CHROs?
- What makes a successful CHRO today? What challenges do portfolio CHROs face today? What should CHROs not be doing?
- How is the role of the CHRO changing/evolving? How are new work models affecting the role of the CHRO? What will the CHRO of the future look like?
- How do you coach your CHROs to understand EBITDA? How do CHROs and PE firms align to address issues and transformations? In what ways can operating partners have the greatest impact on providing strategic alignment and delivery of the value creation plan?
Deep dive breakfast discussion 2 (for operating partners only): Effective human capital guidelines for navigating extended hold periods (for operating partners only)
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- How have extended hold periods impacted your role as a talent partner at your firm? What have you done to address these challenges?
- What levers for talent value creation are most important in an extended hold period?
- How does engagement between the firm, management teams, the CEO etc. change in an
- extended hold period and how do you play a part in it?
- How are extended hold periods impacting your investment in transformation and how you think about human capital strategy within your portfolio companies?
Deep dive breakfast discussion 3 (for operating partners only): Exchanging notes on your CEO 360 processes
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- How to roll out a CEO 360 process effectively: lessons learned
- How do you quickly spot the gaps in a CEO to determine if they’re still the right person for the job?
- CEO360: How are you doing it? Where do you align on core competencies; how often do you do it? Annually? Or when needed? Proactively or reactively?
- What are key action items and to dos post CEO 360s?
PEI’s welcome and chairperson’s opening remarks
Head of Value Creation-Talent Partner alignment and execution: what does great look like?
- Sharing lessons learned from building out the talent operating function at firms
- Exploring the dynamic between heads of value creation and talent partners: how to create alignment and synergies for value creation
- Understanding how talent partners align and work best with other functional specialists at their firms
- Heads of Value Creation views: how important is the talent function in your VCP playbook? What does a great talent partner/function look like?
- What does the talent function of the future look like?
AI use cases for the talent function today: showcasing real world implementations
- AI practical uses today: how do you identify core human capital value creation to dos with AI: scorecards, templates, interview guides, innovative projects
- Where is AI less invasive/relevant in human capital?
- Actual use cases of AI: what the result was, what works best and what doesn’t
- A realistic view of where AI is—and isn’t—ready to drive value
Networking coffee break
Investment partner perspectives on the value of human capital operating partners
- How are you most effectively working with your talent partners? What are best practices in working together from diligence into year one
- What makes a great talent partner? What are the biggest human capital operating partner dos and don’ts?
- How can talent partners give deal teams the edge in the bidding process?
- How can talent partners help investment teams maximize returns?
- As a deal partner, what keeps you up at night and what can human capital operating partners do to help?
Spotlight interview: What I learned as a human capital operating partner in 10+ years
This dynamic interview will allow our audience to hear key insights from an expert’s human capital value creation journey.
- Sharing genuine career advice from 10+ years to help talent partners on their journey
- What are some unique war stories from your journey?
- What would you do differently looking back?
- What accomplishments/success stories are you mostly proud of?
- How has the operating model/industry evolved in 10 years? How has the talent function evolved? Did its evolution match what you were expecting? What comes next?
Interactive Working Group 1 (for operating partners only) — Progressive approaches in succession planning and development
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Succession planning and development at senior levels: what are the skills needed to be the CEO of the future and how will AI help in that planning process
- A deeper dive on succession planning tools and support for operating companies now that hold times are longer
- What advantages have you seen in investing in the development of high-potential talent rather than relying solely on star performers?
Interactive Working Group 2 (for operating partners only) — Leveraging AI for human capital due diligence: sharing examples beyond theory
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Understanding the advantages of AI-led DD vs. traditional DD approaches
- Uncovering how AI enhances data analysis for better human capital risk assessment
- Sharing practical stories of using AI in DD: how does AI enhance deal sourcing? How does AI in DD set you up for success throughout the lifecycle?
- How are you looking at human capital processes across the board in DD? What can AI do in looking at the business model?
- How is the role of the talent partner and deal partner evolving with the application of AI
- in DD?
- Future trends in human capital due diligence practices
Interactive Working Group 3 (for operating partners only) — Building high-performance management teams: how are you thinking about it?
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- How do you leverage psychometrics to map team dynamics and create solutions that help teams form and thrive?
- What are the biggest challenges and barriers when it comes to team effectiveness?
- How do you approach leadership development within your portfolio companies? How do teams create alignment?
- What does a high performing management team look like?
Interactive Working Group 4 (for operating partners only) — Talent retention in the current market: how to keep your best talent
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
Networking lunch
Lunch deep dive discussion (invitation-only for operating partners)- An inside look into market dynamics: employee benefits program optimization
This deep dive lunch session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Marketplace dynamics from a buyer’s perspective
- Industry Insights
- Common misconceptions explained
- Shifting control back to the buyer
- Top 5 levers to save money while maintaining a “do-no-harm” approach
- Maintaining control through plan governance
Lunch discussion 2 (for operating partners only): Recruiting AI talent for your companies: uncovering practical guidebooks
This deep dive lunch session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- What is the archetype of a Head of AI to hire?
- What key AI roles are you focused on recruiting for your companies? What roles are new and expanding?
- How are you looking at recruitment of Chief AI Officers vs AI-proficient functional leaders at your companies
- How do you identify the right skillsets and traits needed for this new field?
- field? How do you determine what great looks like?
- How are you monitoring performance and building AI talent across companies and across functions in the portfolio
Track 1 - Accelerating human capital excellence: key priorities for the first 100 days into year one
- How do you prioritize your time in year one given the varying demands of the role? What should a human capital partner tackle first?
- Can you share quick wins to aim for in the first 6 to 12 months?
- What should you avoid doing to ensure you don’t get sidetracked by non-VCP activities?
- How do you approach getting the C suite strategy right in the first year? Does the ELT align with the initial thesis?
- How do you align investors, the CEO, and their team to execute the VCP plan in the first year?
Track 2 - Unlocking AI for talent acquisition and retention: how are you using it?
- What are your main concerns and challenges of using AI in recruitment?
- Leveraging and comparing AI tools for recruiting, interviews, benchmarking and scorecards
- Sharing practical use cases of what is working well today and what is not
- How can AI reduce turnover and stabilize workforce variables?
Track 3 Driving pre-exit value creation: a talent partner’s guidebook
- Aligning human capital with exit timelines
- Setting your companies up for success: talent partners share lessons learned from recent exits
- Which initiatives and levers are you mainly focused on in preparing for exit 2 years out? Which levers work best to accelerate pre-sale value?
- How are you working with management teams in preparation for exit: challenges and opportunities
- How are you leveraging operational analytics for exit readiness
- Sharing dos and don’ts you should understand as you prepare for exit
Track 4 - The modern CFO: recruitment and assessment methodologies for current times
- What are the biggest challenges in recruiting and selecting the right CFO today?
- What does a great CFO look like in looking at their contribution to value creation?
- What are you doing to retain and incentivize CFOs today? How have longer hold periods affected this?
- What skills do modern CFOs need? How are you using assessment methodologies in your decision making?
- Hiring a first time CFO vs an experienced CFO
Track 5 - The evolution of the CHRO in the AI Revolution: dissecting past, present, and future
- • Unlocking AI use cases for HR operations now and in future: what is working?
• Where do CHROs see the greatest opportunities with AI right now?
• How is AI directly impacting/changing the role of the CHRO today? What does an AI ready
CHRO look like today? What comes next?
• What is the biggest challenge for CHROs when it comes to AI implementations?
• What do CHROs see as the greatest risks?
Track 6 C level assessments: strategic notes on understanding when to make changes and when not to
- How to manage executive transitions; and what are the most important components in assessments
- When to swap out the whole team and when not to, when to make C-suite changes and when not to
- Being more critical in C level assessments and making those changes more quickly: how do you have conviction about making a change for CROs, CFOs, etc.? How useful are psychometrics?
- Once you have an assessment in hand, how do you translate that data into action? What steps do you take to support development and drive positive outcomes?
- What is predictive and what is not? What should a good profile of an executive look like? How do you get better insight?
- Individual and team assessments: looking at alignment and misalignment with the VCP
- How are you utilizing AI for better assessments?
Networking coffee break
Track 7 - Talent acquisition playbooks: recruiting modern CROs to unlock growth
- What are the biggest challenges in recruiting and selecting the right CRO today?
- What skills do modern CROs need? AI skills needed?
- What does a great CRO look like when it comes to alignment and contribution to the VCP?
- How are you developing and retaining commercial talent at your companies? How have longer hold periods affected this?
Track 8 - The latest on performance management and mechanisms in the age of AI
- Where are there competency gaps and where can AI close that gap on C-level progression?
- What are you doing with performance review technologies to assist with communication that is more digestible and actionable?
- Unlocking new portco performance mechanisms individually and as teams: how are you measuring success?
Track 9 Beyond the C suite: getting it right when it comes to org design, culture, and workforce planning
• Sharing innovative views to optimize org design and workforce planning
• How are you looking at: organizational health, culture, and is this organization talented
enough?
• Are you utilizing AI in practical ways to impact org design and org charts? What does great
org design look like?
Track 10 Optimizing your tech and product talent: recruitment and assessment methodologies
- What are the right CTO skills needed in the AI world of today
- What are the biggest challenges associated with recruiting tech and product talent today?
- How do we find talent to enhance product: talent to help build into the products for your companies
- Hiring data scientists: tech workforce planning in this environment
Track 11 Inside an ownership culture: lessons from talent partners and CHROs to drive value
- Hear firsthand perspectives from Talent Partners and CHROs on what it takes to build a culture of ownership inside a portfolio company that ensures employees think, feel, and act like owners
- Hear concrete examples of human capital, cultural, and operational gains generated by effective shared ownership programs
- Learn how PortCos operationalize ownership culture, including what CHROs and management teams tried, what worked, what didn’t, and the practical lessons of building an ownership culture
- Understand the role of Talent Partners in supporting an ownership program, including shaping the rollout, supporting leaders, removing barriers, tracking metrics, and ensuring accountability
Track 12 Human capital due diligence in the modern era: a driving force for value creation
- How are you getting what you need to do the best human capital diligence?
- What are the most important pre-deal factors? Track record of growth, PE experience, acquisitions experience, leadership experience? What other talent related factors are you looking at below the C suite?
- How do human capital operating partners work with deal teams on talent due diligence? How do you influence the deal process?
- What are the biggest challenges associated with human capital due diligence? How have you tackled these challenges?
- How have your playbooks evolved in recent years when it comes to due diligence? What are you looking at in terms of scorecards and data for talent DD?
Networking cocktail reception
Agenda
Day 2 - Thursday 26th
Registration and breakfast
Think Tank 1 - Working with third parties: comparing notes on resources and tools (for operating partners only)
Invitation-only think tank for full-time PE/VC operating partners and talent partners. These closed-door discussions will allow you to learn and share best practices in human capital portfolio operations with your peers.
Think Tank 2 - Unlocking value creation through new hire success (for operating partners only)
Think Tank 3 - How are you providing and showcasing value as a human capital operating partner? (for operating partners only)
Deep dive breakfast discussion 4 (for operating partners only): Executive compensation workshop: to refresh or not to refresh
This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators. Investment holds have been trending upward from 5 years to 7 years; the session will cover:
- When should a company initiate a refresh strategy?
- When doing a refresh does it make sense to do another large upfront grant or move into a cadence of smaller annual or biennial (every two years) grants?
- What is the optimal mix of vehicles for a refresh grant?
- How should refresh grants be treated within context of a potential IPO in near to mid-term?
- How to prep the compensation transition from a private entity to a public entity?
Deep dive breakfast discussion 5 (for operating partners only): Optimizing your data and workforce analytics for human capital value creation
This deep dive breakfast discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- What does your data driven approach for the talent function look like? What do you focus on most?
- What data-driven approaches are you using to enhance the VCP alignment process?
- Unlocking data-driven approaches in talent acquisition: sharing how it sets the foundation to identify the dynamics of new hire success
- How are you using AI to optimize your data?
Deep dive breakfast discussion 6 (for operating partners only): How will AI impact workforces and the PE talent function of the future? What comes next?
This deep dive breakfast discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Sharing practical use cases in the AI revolution/evolution: what you should be thinking about today to drive AI adoption
- Dissecting AI Adoption by functions (with insights by sector) at companies now and in the future
- What does the future of the talent partner role look like as we think about value creation and the impact of disruption, including AI?
- What are the greatest barriers to real-world deployment of AI?
- What is the impact on workforce dynamics? What roles are projected to disappear; what roles are projected to grow? How does the human element come into play?
- How is AI impacting and going to impact junior roles? How does this impact training and development of entry level roles?
Chairperson’s welcome
Leading forward: building AI-ready leadership teams across your portfolio — the people playbook
- How do you assess AI leadership readiness during diligence, and what red flags signal a PortCo will struggle with adoption? What strategies should you be using in diligence vs. in the value creation stage, for example?
- What’s the right balance between hiring AI Architects (technical leaders) versus developing AI Shapers (business leaders who drive adoption)?
- How are leading PE firms using the investment lifecycle to embed AI talent strategies, from deal thesis through value creation to exit? How can you build talent at scale across the portfolio?
- What role should fund-level AI leaders play, and when do they add value versus distract from PortCo execution?
- How do you coach portfolio CEOs to become AI Shapers when they have limited technical fluency, and what does “good enough” look like in a 3-5 year hold period? What’s coachable vs. non-coachable when it comes to the SHAPE-AI leadership behaviors?
- What metrics and governance structures help boards accelerate (not constrain) AI velocity in portfolio companies?
Utilizing human capital playbooks vs adaptability: what works best?
- HC playbooks vs not having a HC playbook: how do you adapt and execute based on the situation
- How have your practices/playbooks evolved over time? Do you have a secret weapon that we could all learn from?
- Could you share some examples of human capital programs that drive measurable and consistent financial results across your portfolio companies?
Networking break
CEO views: dissecting dynamics, dos and don’ts for talent partners
- What is the biggest challenge being a PE backed CEO? What is it like? What keeps you up at night as CEO?
- When you think about the value creation plan, what talent challenges do you face?
- How and where can your talent partners best support you and your company? How can they earn your trust?
- What is the right level of governance vs support with your PE sponsor?
- Can you share don’ts that talent partners should know?
Human capital high impact execution across all phases of the investment lifecycle
- Breaking down the biggest human capital risks facing portfolio companies in each phase of the investment lifecycle: how are you tackling these risks?
- What are you doing differently today throughout the various stages, and is there anything you used to focus on that you’ve now dialed back?
- What’s at stake for companies that don’t prioritize talent strategy, and how can you tell if a portfolio company is falling behind in key phases?
Interactive Working Group 5 (for operating partners only) — Managing CEO annual reviews: key dynamics you need to know
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- What are you doing that is new when it comes to CEO annual reviews? What does your review process look like?
- What works best in your annual CEO review process and what does not? What are you utilizing and focusing on most from your CEO360s that apply to the annual review?
- How are you differentiating company performance vs. CEO performance?
- How are you putting these reviews into action?
Interactive Working Group 6 (for operating partners only) — Board composition and performance optimization: what is new and how are you thinking about it?
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Looking at the evolution of boards: what is new? composition, types of profiles, voting rights, and areas of focus
- What does board effectiveness look like? Has your exec chair program been successful?
- What has been least successful in terms of board dynamics?
- How can human capital operating partners best contribute to board dynamics?
- How do you evaluate if/when you need a new board member?
- How are you managing and monitoring board performance management?
Interactive Working Group 7 (for operating partners only) — Working with founder-led company CEOs: talent partner insights
This session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
- Tips and tricks of partnering with legacy leaders and implementing change with founder CEOs
- How do you best leverage founder strengths to drive and accelerate the VCP? What does your engagement and support model look like?
- Uncovering and assessing the strengths and weaknesses that set founders apart in working with PE
- How are the challenges and playbooks different in working with founder led companies?
- How do you best manage cultural and operational transitions at founder led companies?
- How do you deal with pushback and founder CEO blind spots to ensure alignment?
Networking lunch
Lunch discussion 3 (for operating partners only): Women in human capital value creation lunch
This closed-door lunch will explore how private equity firms are prioritizing the development of the next generation of private capital talent across portfolios including new CEOs, CXO leaders with high potential and extending to boards and operating partners with a lens of also building the next generation of women across their portfolio companies.
Lunch discussion 4 (for operating partners only): Accelerating change management in the 3-5 year period: what talent partners need to know
This deep dive lunch session designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators.
The legends of human capital value creation: showcasing the most successful and innovative initiatives in their careers
- Winning the war for tech talent in today’s market: how are you dealing with it?
- Recruiting CTOs: what makes a good tech leader? How do you identify the right profiles for PE to deliver and accelerate digital value creation?
- With the dawn of AI, how are labor force and tech skill set requirements changing? What does the future hold?
- What newly created tech roles are you seeing at your companies?
PEI presents the 1st annual Human Capital Value Creation Survey Results
Chairman’s closing remarks
Pre-Event Resources
For speaking opportunities at next year’s Forum, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
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Meet the largest community of talent operators
Private Equity International’s Operating Partners Forums are a unique blend of networking, collaboration, and thought leadership between private equity operating partners, portfolio operations teams, and sponsors.
Each event is custom designed to encourage conversation about value creation best practices, relationship building, and knowledge sharing across functional areas on the most pressing issues facing investment and portfolio companies. Access to the Forum is limited to value creation experts from private equity firms and sponsors.
For more information on ways to engage with PEI’s Operating Partners community, please contact Lawrence Dvorchik at lawrence.d@pei.group or call on +1 (646) 545-4429

2024 sponsors
Build your community of talent leaders
Cultivate a professional community that extends beyond the Forum in operating partner exclusive networking events.
Connect with the brightest leaders in human capital value creation to exchange ideas, solve challenges, and benchmark strategies to improve your day-to-day operations.
Operating Partners Human Capital Forum Welcome Reception and Dinner (invitation-only)
Tuesday, March 24, 2026
5:30 – 9:00 pm
Venue: TBA
Begin building connections over craft cocktails and gourmet fare before the conference kicks off. A relaxed welcome reception ensures you’ll find familiar faces over the following two days. Then, meet other human capital operating partners in a private networking dinner to discuss the industry, share ideas, and develop Forum goals.

Operating Partners Human Capital Forum Day 1 Grand Reception
Wednesday, March 25, 2026
5:20 – 6:20 pm
Convene, 360 Madison Avenue
Have a drink on us as you debrief your day with other Forum attendees. Hear what’s on everyone’s mind after a full day of content, and compare goals for the following day.
Human Capital Deep Dive Breakfasts (operating partners only)
Wednesday and Thursday, March 25-26, 2026
Convene, 360 Madison Avenue
Examine specific human capital challenges in these casual breakfast discussions. Topics will be determined ahead of time and announced in our event agenda.
Women in Human Capital Value Creation Lunch (invitation-only)
Thursday, March 26, 2026
1:10 – 2:00pm
Convene, 360 Madison Avenue
Join this interactive session for an inside look at challenges and opportunities in women’s leadership. This is a closed-door lunch discussion intended for women in PE.
Sessions designed for collaboration

Think Tanks
Put your heads together with other operating partners to examine niche areas of human capital value creation. With crowd-sourced discussion topics, these peer-led sessions will provide personalized takeaways.

Interactive Working Groups
Hear how your peers are navigating specific facets of the talent function. These interactive discussions, facilitated by our expert speaking faculty, will provide a closer look at specific topics in human capital value creation.
“As someone who is building out the talent function within my firm currently, I found valuable insights from the speakers and attendees. Being in a role that is fairly new to the private equity world makes events like this exceptionally helpful as we learn and grow the talent function together as a community.”
Kelie Morgan
Director of Talent Acquisition
Permanent Equity
Assessment
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight
Assessing CEOs and management teams across the lifecycle
- Uncovering the best leadership assessments and tools to utilize with management teams
- Predicting what makes executives successful in private equity
- How do you assess management teams in the due diligence phase?
- How do you approach the onboarding process?
- How do you identify and understand when you need a new executive member?
- How do you assess and engage with management teams while building and maintaining relationships both during the 100 days and beyond?
- What do portco executives think is most important in the value creation plan across the lifecycle?
Led by functional experts:
Assessment
Solution providers for your business needs
Search & Recruitment
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1
Leveraging references as a tactical component in your human capital toolbox
- Operating partners share lessons learned: what works best and what doesn’t when it comes to utilizing references?
- Sharing strategic elements of forensic referencing to make the right decisions about candidates.
- Discussing off sheet and back-channel referencing: how are you doing it and what resources and tools are you utilizing for it?
- What are the long-term benefits and advantages of applying strategic methodologies to references? Do you outsource it or do it in house?
- What tools and technologies are most effective to facilitate referencing and candidate tracking?
- How do you protect the confidentiality in handling the process?
Agenda highlight - Day 2
Strategic talent acquisition across functional areas: sharing playbooks beyond C-suite level hiring
- Recruiting and hiring top talent across finance, tech, HR, and sales from leadership to front-line.
- How do you ensure your hires fit the value creation plan, investment strategy, nuances of the job, and company culture designed to succeed?
- What are key similarities and differences across various industries/sectors of investment?
- Sharing war stories, networks, and cost-effective methods that work
- What is your greatest challenge when it comes to recruiting in this environment? How do you get searches done faster?
Featuring:
Search & Recruitment
Solution providers for your business needs
Organizational Design
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight
Workforce management as a driving force in human capital value creation
- Understanding the most important nuances of broader workforce evaluation.
- How to scale rapidly with change readiness at all levels within your organizations: uncovering how to fully activate talent and work together in new ways.
- Looking at productivity deeper into the organization; KPIs across functions; looking at your top and bottom performers across functions.
- Setting up a data driven process to make decisions when it comes to labor.
- Getting your broader workforce aligned on the value creation plan.
- How to empower and enable middle managers to align the workforce.
- How are you strategically allocating people and resources and empowering your top talent to maximize impact?
Agenda highlight
Organizational design and effectiveness to scale for long term growth
- What are the latest trends in org design and how do you think about it?
- What are key indicators of org health? What are the most common indicators that a new org set-up is needed and how do you go about doing it?
- Who do you involve in the org design and strategy process? How do you ensure clarity in its purpose? What is required from a leadership standpoint to achieve your org design goals?
- What are the biggest risks and challenges in the implementation process? How do you deal with resistance and disruptive factors?
- How do you assess if the organizational design is delivering on its intended purpose? Are there specific KPIs that you utilize?
- What are the long-term implications of org design: how does it allow you to scale over 3-4 years? How do you align it to the value creation plan and investment thesis?
- Sharing lessons learned and what is needed in different stages of the investment lifecycle.
Agenda highlights
Led by industry specialists:
Organizational Design
Solution providers for your business needs
Leadership & Coaching
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlights
Succession planning: how to develop the next generation of leaders
- What is the role of CEOs and founders in looking at succession plans?
- How are founders and CEOs thinking about the next generation internally? What should they be doing to teach and mentor for future success?
- What practices should organizations implement to develop the next generation into leaders?
- What are innovative approaches to how companies are governed with an eye to the future and getting the most out of your top talent?
Influencing and motivating portfolio company CEOs: what makes executives successful in current times
- Comparison of traits that make up great portfolio CEOs: high performing vs. low performing.
- How do you approach composition and motivation of high-performing management teams to drive long-term success for your company?
- How do you generate alignment with the leadership team on the value creation plan – distilling it down to key action, accountability and then tracking progress/productivity?
- How do you help CEOs and deal teams work together most effectively? How can human capital operating partners help?
- How do you motivate the leadership team to be at their best together?
Human capital operating partners think tank: Working with founder-led company CEOs
Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.
Agenda highlights
Led by industry players
Leadership & Coaching
Solution providers for your business needs
DE&I
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1
Pushing DE&I higher up in the value creation agenda
- Current state vs future state; how do you think, define, and map out DE&I.
- How is the current economic environment affecting your DE&I initiatives? What has changed in the past 12 months?
- What initiatives are you taking to increase diverse representation at your portfolio companies? What recommendation do you give your companies on DE&I?
- Board diversity: sharing practical examples of what needs to be built out.
- How do you identify and utilize your DE&I metrics? How do you measure diversity across the portfolio to make sure you’re held accountable?
- How do you work with CHROs on DE&I initiatives? What is actionable?
Agenda highlight - Day 2
Women in PE portfolio operations lunch
This closed-door discussion will explore what it’s like being a woman in PE and VC portfolio operations:
- Exploring career paths, development, and how to position yourself as female leaders.
- What are the biggest challenges and missed opportunities when it comes to women’s leadership in PE?
- What traits and qualities do you search for and value most in women leaders at your companies?
- What initiatives are you driving for women on boards across portcos? What can be done better?
- How to best support incoming women leaders at portfolio companies, especially if they are new to being in a male dominated industry.
Featuring:
DE&I
Solution providers for your business needs
Compensation & Benefits
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1
Strategic integration of human resources in value creation through employee benefit program optimization and cost savings
- How can Human Resources establish a strategic role in driving measurable cost savings aligned with the value-creation strategy goals of the private equity firm?
- What creative solutions can be identified within employee benefit programs to ensure cost savings while maintaining fiduciary responsibility?
- In the pursuit of achieving savings, how can a “do no harm” approach be implemented to avoid negative impacts on jobs and employee satisfaction?
- What strategies can be employed to develop metrics that effectively measure material returns resulting from Human Resources led cost-saving initiatives, and how can Human Resources stay adaptable to market dynamics during this process?
Featuring:
Agenda highlight - Day 2
Workforce compensation: uncovering modern trends, models, and metrics
- As PE becomes more of a mature industry, how do you best deal with executive compensation, negotiations, and requests?
- How effectively are you doing comp benchmarking up and down the ranks?
- What are the latest and most creative compensation packages you are seeing? What types of equity/compensation packages is your workforce asking for?
- How are you motivating and incentivizing employees across the different levels to retain them in this environment?
- Equity vs. non equity in lower levels.
- Inflationary and economic pressures on compensation — how do you get the best talent in this market while staying within budget?
- Large cap vs. mid vs. small: sharing key differences and similarities in comp models across companies.
Compensation & Benefits
Solution providers for your business needs
Culture
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1
Portfolio case study: establishing a new culture with a new executive team to drive value and create One Company growth
- Hear a case study from a Cloud Services portfolio company on how the ELT led a rebranding and culture change program to excite the employee base and drive value.
- Learn how to conduct a culture change program from diagnostic to defining the new culture to launching the new culture to reinforcing the values and measuring success.
- Learn how data and people analytics, a campaign, leadership actions, culture champion network, and refreshing talent practices drove adoption of the new culture.
Agenda highlight - Day 2
Transforming culture at your companies: what does good look like?
- Company culture is always a critical component for driving value in companies, what are you leading now and through the next year related to culture?
- Looking at key elements of culture in the due diligence and post deal phase.
- What does a healthy culture look like at your companies?
- How do you align culture to the value creation plan? What are the biggest challenges in this area?
- How do you maintain a healthy culture in a remote/hybrid world and across geographies?
Featuring functional specialists:
Culture
Solution providers for your business needs
Technologies
Custom solutions for your business challenges
The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1
Accelerating decision making through data and analytics for the human capital functional: tracking done right
- How do you develop KPIs and what are your leading human capital indicators of performance? What macro and labor data trends are you paying close attention to?
- AI, KPIs, metrics and data science for talent development and assessments: technologies used to build and assess teams.
- What key metrics are you using for HR diligence and the onboarding process? What are you doing to enrich your firm and your investment partners with data and analytics?
- What metrics are you using throughout the different phases of the investment lifecycle?
- What tools are you using to automate talent processes?
- Sharing data driven insights to improve your operations cross functionally
- Efficiency metrics: how do you track your own talent team’s ROI and performance?
- Uncovering key differences in metrics and tracking across sectors of investment.
Agenda highlight - Day 2
AI’s impact on the talent function in PE and the future workforce
- How will AI change the talent function in PE? What is innovative from an AI perspective in talent? Will AI become more prominent within the talent function?
- Sharing practical use cases: how are you using it? What should talent operating partners be using and doing now for impact?
- How have you or your portfolio companies been leveraging generative AI on the recruiting/interviewing, assessment, or professional development front? How do you best use data with AI?
- How are you looking at AI across job functions and the different levels within companies: how will workforces and headcount be impacted by it in future?
- How do you create better workforce alignment around AI? How can CHROs help their workforces better grasp and work with AI?
Featuring:
Technologies
Solution providers for your business needs
Meet the largest community of talent operators
Private Equity International’s Operating Partners Forums are a unique blend of networking, collaboration, and thought leadership between private equity operating partners, portfolio operations teams, and sponsors.
Each event is custom designed to encourage conversation about value creation best practices, relationship building, and knowledge sharing across functional areas on the most pressing issues facing investment and portfolio companies. Access to the Forum is limited to value creation experts from private equity firms and sponsors.
For more information on ways to engage with PEI’s Operating Partners community, please contact Lawrence Dvorchik at lawrence.d@pei.group or call on +1 (646) 545-4429

Thanks for your interest
Thank you for your interest in the Operating Partners Human Capital Forum.
Your requested resource will be sent to the email address you provided.
Explore our event website to learn more about the Forum.
We hope to see you in New York City at next year’s event.
What is the Operating Partners Human Capital Forum?
When and where is the Forum held?
The Forum takes place March 25-26, 2026 at Convene, located at 360 Madison Avenue in New York City (45th Street between 5th Avenue and Madison Avenue).
The pre-event Welcome Reception and Dinner (for operating partners only) takes place on March 24, 2026 from 5:30-9:00pm.
Who should attend the Operating Partners Human Capital Forum?
How can I register for the Forum?
What is the cost to attend?
What is the dress code?
What topics and sessions will be covered?
The agenda focuses on the people side of value creation. Key themes include:
- CEO assessment and leadership performance metrics
- AI use cases across executive search, onboarding, and culture
- Scaling internal talent teams to meet portfolio demands
- Organizational design and workforce planning
- CHRO collaboration and HR integration
- Human capital operating model best practices









































