Driving human capital as a key value creation lever

Now in its second year, the Operating Partners Human Capital Forum brings together an elite crowd of human capital value creators and operating partner talent 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.

You’ll receive insight into the evolving talent market by experts who will share strategies and experiences. At this critical time in the economic cycle, you’ll uncover how leading firms achieve value creation through the human capital operating partner.”

Operating Partners Forum: Asia
Learn key strategies to accelerate growth & transformation 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

2023 agenda highlights

  • Think tanks led by operating partners for operating partners: talent value creation war rooms
  • The economy: impact of a downturn/recession on the human capital function in PE
  • What makes a great talent operating partner team?
  • The evolving role of the PE human capital operating professional
  • Leadership & talent development plans from conception to delivery
  • The future of work: where are we now? What has been working and what hasn’t?
  • CHRO perspectives: an inside look at PE operating partner-CHRO dynamics
  • How to spot and develop high-potential talent within your organizations
  • The modern C-suite: uncovering the right traits for current economic times
  • Deal partner perspectives in looking at the talent function: what does the partnership look like?
  • Human capital due diligence – understanding the people side of the deal
  • DE&I programs: what are you doing? what is actionable?
  • 100-day human capital action plans for success
  • Culture and strategy in the current talent market and workforce environment
  • Talent acquisition and retention: PE best practices
  • Women in PE & VC portfolio operations lunch discussion
  • Compensation trends: how are you handling it?
  • Accelerating and delivering workforce transformations

2022 Speakers

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Connect with the leading talent operating partner network:

Accel-KKR
Apollo Global Management
Arcline Investment Management
Arsenal Capital Partners
Audax Private Equity
Bain Capital
Berkshire Partners
The Carlyle Group
Charlesbank Capital Partners
FFL Partners
Francisco Partners
Frazier Healthcare Partners
FTV Capital
GI Partners
Goldman Sachs
Grain Management
Gryphon Investors
Guardian Capital Partners
Incline Equity Partners
Kelso & Company
Littlejohn & Co.
LLR Partners
Madison Dearborn Partners
Mainsail Partners
New State Capital Partners
Partners Group
Platinum Equity
Providence Equity Partners
Resurgens Technology Partners
The Riverside Company
Searchlight Capital Partners
Sentinel Capital Partners
STG Partners
Sun Capital Partners
TPG Global
Trispan Capital
Trive Capital
Värde Partners
Verdane
Welsh, Carson, Anderson & Stowe

Sponsors

Day 1 Day 2
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Agenda

Day One - Wednesday 30th

07:30 - 09:00

Registration and breakfast

08:00 - 09:00

Human capital operating partners think tank (invitation-only)

Kristen Chang, Camille DeLaite, Kristin Schroeder, Debra Somers

Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door room will allow you to learn and share best practices in human capital and talent management for PE portfolio operations. The think tank will also allow you to submit topics to be introduced by the facilitators and discussed in the room. Please select one of the rooms based on how long you have been in private equity:

Room 1
Emerging Human Capital Operating Partners and Talent Partners (1-2 years in PE)

Facilitators:
Kristen Chang, Managing Director, Human Capital, LLR Partners
Camille DeLaite, Operating Partner, Talent, Charlesbank Capital Partners

Room 2  
Advanced Human Capital Operating Partners and Talent Partners

Facilitators:
Kristin Schroeder, Operating Partner, Talent, Welsh, Carson, Anderson & Stowe
Debra Somers, Senior Vice President, Portfolio Recruitment, Warburg Pincus

A speaker photo for Kristen Chang

Kristen Chang

Managing Director, Human Capital, LLR Partners

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A speaker photo for Camille DeLaite

Camille DeLaite

Operating Partner, Talent, Charlesbank Capital Partners

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A speaker photo for Kristin Schroeder

Kristin Schroeder

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

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A speaker photo for Debra Somers

Debra Somers

Senior Vice President, Portfolio Recruitment, Warburg Pincus

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09:00 - 09:10

PEI’s welcome and opening remarks

Tim Sanders

Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President, Client Strategy, Upwork

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Plenary Sessions
09:10 - 09:50

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

Kate Bullis, Christopher Kim, Danie Levy, Alice Mann, Allison Walker
  • Exposing the real challenges around employee retention in today’s environment
  • Talent retention best practices in an increasingly fluid/mobile workforce: what needs to evolve, and what legacy best practices will always hold true?
  • What is being done to retain talent in advance and not just to react
  • Developing effective retention strategies in looking at all levels in the pyramid
  • How to win in a highly competitive market: understanding workforce trends and turnover costs
  • Balancing benefit optimization with retention
  • Where are we headed to? How long can this go on for?

Moderator:
Kate Bullis, Managing Partner, SEBA Executive Search

Panelists:
Christopher Kim,Principal, Head of Human Capital, Platinum Equity
Danie Levy, Principal, The Carlyle Group
Alice Mann, Partner, Human Capital, Sentinel Capital Partners
Allison Walker, Chief Talent Officer, FTV Capital

A speaker photo for Kate Bullis

Kate Bullis

Managing Partner, SEBA Executive Search

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A speaker photo for Christopher Kim

Christopher Kim

Principal, Head of Human Capital, Platinum Equity

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A speaker photo for Danie Levy

Danie Levy

Principal, The Carlyle Group

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A speaker photo for Alice Mann

Alice Mann

Partner, Human Capital, Sentinel Capital Partners

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A speaker photo for Allison Walker

Allison Walker

Chief Talent Officer, FTV Capital

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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, Natalie Leone, Kate Migliaro
  • Comparing teams, networks, and resource structures: who do you rely on most for human capital expertise? How do you get the right team structure in place?
  • How operating partners come into play: what are the functions/roles on your team?
  • How do you influence your deal team — what is the ROI of human capital
  • How to drive EBITDA by supporting the overarching vision of where the company needs to head towards
  • How to map the talent evolution, talent to value models, meshing talent with your value creation models
  • Where/when to be prescriptive vs. allow the portco to lead
  • Amplifying the value proposition of human capital: how have models evolved and what will they look like moving forward?

Moderator:
Dan Hawkins, CEO, Summit Leadership Partners

 Panelists:
Andy Caine, Partner, Human Capital, Frazier Healthcare Partners
Angela Geffre, Chief Human Resources Officer, Sun Capital Partners
Natalie Leone, Managing Director, Portfolio Talent, Centerbridge Partners
Kate Migliaro, Principal, Talent Management and Organizational Effectiveness, Apollo Global Management

A speaker photo for Dan Hawkins

Dan Hawkins

Founder and CEO, Summit Leadership Partners

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A speaker photo for Andy Caine

Andy Caine

COO & Partner, 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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A speaker photo for Natalie Leone

Natalie Leone

Managing Director, Portfolio Talent, Centerbridge Partners

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A speaker photo for Kate Migliaro

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

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10:30 - 11:10

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

Ted Bililies, Amanda Good, John Knapp, Bryan West
  • How leading PE Firms are rethinking their CEO hiring in the current environment
  • What does the next generation CEO look like? And what can be done to identify that next generation and coach them?
  • How do you do good CEO performance reviews: what is the right process for it
  • Supporting new CEOs as well as CEOs new to PE
  • Setting up productive relationships with leadership teams across the deal lifecycle to help them operate at full power
  • Leadership in times of disruption: uncovering challenges in different industries
  • Exploring the unique tensions faced by PE-backed CEOs but rarely discussed
  • If you had to hire a new CEO today what profile and characteristics would you prefer?

Moderator:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners

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

Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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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 John Knapp

John Knapp

Operating Director, Talent, Berkshire Partners

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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

Will Busch III, Thomas Caruso, Courtney Hagen, Ben Holzemer, Chris Trendler
  • Explaining the dynamics of human capital diligence and how best to partner with investment teams
  • What role does human capital assessment/evaluation play in your firms overall due diligence processes?
  • In our current environment, what particular people dynamics do you pay attention to and track pre-transaction? What are the analytics you are using?
  • Refining the toolkit: specifically addressing the broad range of deal dynamics which may dictate your approach in developing a human capital plan
  • Fully understanding the human capital risks: how do you identify red flags during diligence?
  • Can you share any “horror” stories of an investment thesis that went askew due to people issues?
  • Can you share how the pandemic has re-shaped the way you approach due diligence?
  • Understanding turnover costs and right sizing it during diligence

Moderator:
Will Busch III, Managing Director, Growth Strategies, FMG Leading

Panelists:
Thomas Caruso, Partner, Portfolio Operations, Guardian Operations and Advisory Company, Guardian Capital Partners
Courtney Hagen, Chief Talent Officer, Littlejohn & Co.
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global
Chris Trendler, Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

A speaker photo for Will Busch III

Will Busch III

Managing Director, Growth Strategies, FMG Leading

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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 Courtney Hagen

Courtney Hagen

Chief Talent Officer, Littlejohn & Co.

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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

Rich Coffey, Emily Azevedo, Neel Bhatia , Jamie Jacobs
  • Looking at the challenges and opportunities of mid and lower-level hires
  • Dos and don’ts post deal
  • Analyzing the different levels in a company and how your PE firm gets involved
  • Identifying key players and creating strategic compensation programs
  • Post-COVID talent acquisition, development, assessment, and retention for the lower and mid-level
  • In our current environment, what particular people dynamics do you pay attention to?
  • Challenges and opportunities of virtual/hybrid workforces

Moderator:
Rich Coffey, Director, Strategic Partnerships, Globalization Partners

Panelists:
Emily Azevedo,
Operating Partner, Talent, Mainsail Partners
Neel Bhatia, Operating Partner, Talent, Arcline Investment Management
Jamie Jacobs, Chief Talent Officer, Oak Hill Capital Partners

A speaker photo for Rich Coffey

Rich Coffey

Director, Strategic Partnerships, Globalization Partners

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Emily Azevedo, Mainsail Partners

Emily Azevedo

Operating Partner, Talent, Mainsail Partners

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A speaker photo for Neel Bhatia

Neel Bhatia

Operating Partner, Talent, Arcline Investment Management

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Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

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Breakout Series II
12:20 - 13:00

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

Katie Marchetti, Kate Berkeley, Ashley Day, Robert Murray, Sean Turner
  • How to think about creating value through human capital in the first 100 days
  • What to do and what not to do in the first 100 days post close
  • What talent levers do you consider to be top priorities for generating value within the portfolio company? What has become more urgent?
  • How do you engage/support in starting your journey with the portfolio company?
  • Understanding organizational culture as part of 100-day plans
  • Comparing different strategies post transaction

Moderator:
Katie Marchetti, Managing Director, BluWave

Panelists:
Kate Berkeley,
Managing Director, Talent Acquisition, Human Capital Group, Gryphon Investors
Ashley Day, Operating Partner – Human Capital, FFL Partners
Robert Murray, Vice President, Portfolio Human Capital, Audax Private Equity
Sean Turner, Director, Portfolio Operations, GI Partners

Katie Marchetti

Katie Marchetti

Managing Director, BluWave

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A speaker photo for Kate Berkeley

Kate Berkeley

Managing Director, Talent, Gryphon Investors

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Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

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A speaker photo for Robert Murray

Robert Murray

Vice President, Portfolio Human Capital, Audax Private Equity

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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

Dwight Cooper, Tracey Abbott, Cécile Dutheil, Garry Fielding
  • How do you evaluate a prospect’s culture?
  • Understanding the challenges and barriers of a misaligned culture and unclear strategy
  • Uncovering key elements of organizational culture as part of 100-day plans
  • What tools do you use internally at your firm: how do you support culture?
  • How investors and operators assess, align, and activate both culture and strategy to ensure momentum
  • Establishing clear roadmaps for the organization and help people understand where the company is headed
  • Designing environments that support the new strategy and promote high performance in people
  • Looking at how culture plays a part when it comes to retention and compensation

Moderator:
Dwight Cooper, CEO, Hueman

Panelists:
Tracey Abbott, Senior Operating Lead, Partners Group
Cécile Dutheil, Head of Human Capital Portfolio, Triton Partners
Garry Fielding, Senior Operating Advisor, Human Capital, Francisco Partners Consulting

A speaker photo for Dwight Cooper

Dwight Cooper

CEO, Hueman

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A speaker photo for Tracey Abbott

Tracey Abbott

Senior Operating Lead, Partners Group

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A speaker photo for Cécile Dutheil

Cécile Dutheil

Head of Human Capital Portfolio, Triton Partners

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A speaker photo for Garry  Fielding

Garry Fielding

Senior Operating Advisor, Human Capital, Francisco Partners Consulting

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13:00 - 14:00

Networking Lunch

Breakout Series III
14:00 - 14:40

Track 5 | Portco retention strategy: harmonizing benefit platforms, reducing costs, and improving employee morale

Todd Grove, Christopher Kim
  • What are some innovative things HR leaders are doing when it comes to healthcare and employee engagement?
  • Balancing growth through M&A during a pandemic with increased support to employees
  • What is being done to retain talent in advance – while reducing bottom line costs
  • How to combat the current high inflationary environment through mitigating excessive medical trend and labor inflation

Presenters:
Todd Grove, Vice President, Private Equity, Quantum Health
Christopher Kim, Principal, Head of Human Capital, Platinum Equity

Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

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A speaker photo for Christopher Kim

Christopher Kim

Principal, Head of Human Capital, Platinum Equity

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14:00 - 14:40

Track 6 | Workforce analytics: leveraging data science with talent/portfolio performance

Jonathan Essig, Javier O'Neil-Ortiz, Tina Tran, Allison Walker, Curt Witte
  • What are the leading human capital indicators of performance?
  • To what extent are you using people analytics to understand your business, make strategic decisions, and drive business processes across the investment lifecycle?
  • AI, KPIs, metrics and data science for talent development and assessments
  • Tools and innovations in “people data science” to uncover hidden patterns

Moderator:
Jonathan Essig, Managing Partner, SimpleFi Solutions

Panelists:
Javier O’Neil-Ortiz, Talent Systems and People Analytics, B Capital Group
Tina Tran, Director, Incline Equity Partners
Allison Walker, Chief Talent Officer, FTV Capital
Curt Witte, Partner, Head of Growth Factors, Bregal Sagemount

 

A speaker photo for Jonathan Essig

Jonathan Essig

Managing Partner, SimpleFi Solutions

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A speaker photo for Javier O'Neil-Ortiz

Javier O'Neil-Ortiz

Talent Systems and People Analytics, B Capital Group

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A speaker photo for Tina Tran

Tina Tran

Director, Incline Equity Partners

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A speaker photo for Allison Walker

Allison Walker

Chief Talent Officer, FTV Capital

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A speaker photo for Curt Witte

Curt Witte

Partner, Head of Growth Factors, Bregal Sagemount

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Breakout Series IV
14:40 - 15:20

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

Mugdha Narasimhan, Tanya Hayes, Joe McDougall, Michelle Nasir , Michael Song
  • Working with the CHRO to elevate value creation initiatives: how do you support them and what do they need from PE?
  • Assessing the CHRO for that company: how much can they handle? What is the role of the CHRO in the portco?
  • Working with the CHRO in executing the 100-day plan
  • Leveraging CHROs across the portfolio: what are the key initiatives to focus on?
  • Helping CHROs think more strategically to be aligned in the value creation plan to execute it
  • How can the CHRO influence the CEO and CFO for alignment of talent? How can you help your CHRO to be a more influential leader?
  • What are some creative and innovative things HR leaders are doing when it comes to standards, processes, and functions?

Moderator:
Mugdha Narasimhan, Managing Director, Entromy

Panelists:
Tanya Hayes,
Partner, Human Capital and ESG, Frazier Healthcare Partners
Joe McDougall, Managing Director, TC Operating Partners, Trive Capital
Michelle Nasir, Chief Talent Officer, Arsenal Capital Partners
Michael Song, Managing Director, Portfolio Operations, Providence Equity Partners

A speaker photo for Mugdha Narasimhan

Mugdha Narasimhan

Managing Director, Entromy

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A speaker photo for Tanya Hayes

Tanya Hayes

Partner, Human Capital and ESG, Frazier Healthcare Partners

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A speaker photo for Joe McDougall

Joe McDougall

Managing Director, TC Operating Partners, Trive Capital

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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

Tony Buffum, David Beuerlein , Katie Czerepak, Kyle Roemer, Jenna Sigman
  • Understanding workforce development in the age of digital
  • The digital workplace: digitizing physical workplaces smarter using AI, IOT, and other key technologies
  • Overcoming the challenges of scarcity in tech talent: attracting, retaining, and supporting tech talent in the current environment
  • Building a digital culture at your companies
  • Sharing examples of how the pandemic accelerated workforce transformations at your companies
  • What newly created digital roles have you created at your companies? What tech skillsets will be required in the digital future?

Moderator:
Tony Buffum, Vice President of HR Client Strategy, Upwork

Panelists:
David Beuerlein, Former Operating Partner, Khosla Ventures
Katie Czerepak, Head of Talent, Tech Opportunities, Bain Capital
Kyle Roemer, Managing Director, Incline Equity Partners
Jenna Sigman, Executive Vice President, Insight Partners

A speaker photo for Tony  Buffum

Tony Buffum

Vice President of HR Client Strategy, Upwork

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A speaker photo for David Beuerlein

David Beuerlein

Former Operating Partner, Khosla Ventures

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A speaker photo for Katie Czerepak

Katie Czerepak

Head of Talent, Tech Opportunities, Bain Capital

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A speaker photo for Kyle Roemer

Kyle Roemer

Managing Director, Incline Equity Partners

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A speaker photo for Jenna Sigman

Jenna Sigman

Executive Vice President, Insight Partners

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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

Jennifer Busse, Marni Rozen

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

  • Training the management team about how to work with private equity
  • What is your view on the value of executive development for the management team such as executive coaching, education, 360 feedback, and other performance feedback?
  • Sharing stories about coaching and career developments within your portcos
  • Coaching: how are you doing it specifically with CEOs and CFOs
  • What works and what doesn’t when it comes to coaching portfolio company executives?
  • How is investing in the management team’s development worth the time and money? What do you prioritize?

Facilitators:
Jennifer Busse, Management Consulting – Director M&A Integration and Separation, RSM US
Marni Rozen, Director, RSM US

Jennifer Busse, RSM

Jennifer Busse

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

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A speaker photo for Marni Rozen

Marni Rozen

Director, RSM US

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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

Patrick Petitti, Curt Witte

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

  • How to effectively organize in hybrid work models; have your companies fully transformed themselves to thrive in the current work environment?
  • How are GPs shaping portco policies and/or best practices for “return to office”?
  • What considerations must you consider with regard to giving employees work location flexibility?
  • Scrutinizing the next generation of workforce: what work models will work best? How do you position yourself as a place where people want to work? What future plans are you thinking about in looking at where we are headed to in the years to come?
  • Looking at top challenges and opportunities for HR teams
  • How can HR teams support professional growth in the company remotely?
  • How should companies maintain and grow a unique company culture?
  • How are you supporting your portcos, how are you thinking about?

Facilitators:
Patrick Petitti,
Co-Founder and CEO, Catalant
Curt Witte, Partner, Head of Growth Factors, Bregal Sagemount

A speaker photo for Patrick Petitti

Patrick Petitti

Co-Founder and CEO, Catalant

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A speaker photo for Curt Witte

Curt Witte

Partner, Head of Growth Factors, Bregal Sagemount

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16:30 - 17:15

Interactive Working Group 4 (for operating partners only) | The amazing impact of proper benefits governance: PE thought leaders share insights and results

Eric Krieg , John Weaver

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

  • Benefits: fund major HR and new benefits initiatives with the power of plan governance
  • What is your playbook on pre- and post-acquisition benefits analysis?
  • Most thinking on benefit plans is archaic and destined for poor results
  • Incentives: what role does it play in driving transformation and the value creation agenda?
  • Employee’s financial risk in benefits
  • Investing in human capital resources: implementing processes/systems to better manage third parties that interact with your portfolio companies as well as your own firm
  • What to insource vs. outsource?

Facilitators:
Eric Krieg, Managing Director, Risk International
John Weaver, Senior Director, Risk International

A speaker photo for Eric Krieg

Eric Krieg

Managing Director, Risk International

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A speaker photo for John Weaver

John Weaver

Senior Director, Risk International

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17:15 - 18:15

End of day 1 and networking cocktail reception

Agenda

Day Two - Thursday 31st

07:30 - 09:25

Registration and breakfast

07:45 - 08:30

Human capital deep dive breakfast discussion (for operating partners only): The “Great Resignation” and the “War for Talent”

Ted Bililies, Jason McDannold

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

  • How CEOs must lead and communicate in a hypercompetitive environment for talent
  • It takes a village: building an effective leadership team to successfully navigate multiple disruptions while attracting and retaining talent
  • Using your company’s purpose and mission to attract the right kind of employees
  • Understanding the multi-generational workforce and using differing expectations and values to grow your talent base
  • Leveraging your company’s culture to become a talent magnet
  • Accelerating your DE&I strategy to strengthen your talent retention

Facilitators:
Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners
Jason McDannold, Managing Director, AlixPartners

Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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A speaker photo for Jason McDannold

Jason McDannold

Managing Director, AlixPartners

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08:30 - 09:25

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

Dana Allen, Giles Whiting, Ben Holzemer

This closed-door discussion will allow you to learn and share best practices of successful human capital and talent operational models. The think tank will also allow you to submit topics in advance to be covered in the room in looking at what the future holds for PE talent value creation models. Please select one of the two rooms based on portfolio company size:

Think Tank Room 1
Mid-Market
Facilitators:
Dana Allen,
Managing Director, Talent, Gauge Capital
Giles Whiting, Operating Partner, Verdane

Think Tank Room 2
Large Cap
Facilitator:
Ben Holzemer, Partner, Global Head of Human Capital, TPG Global

A speaker photo for Dana Allen

Dana Allen

Managing Director, Talent, Gauge Capital

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A speaker photo for Giles Whiting

Giles Whiting

Operating Partner, Verdane

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A speaker photo for Ben Holzemer

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

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09:25 - 09:30

Chairman’s welcome

Tim Sanders

Chairman:
Tim Sanders, Vice President, Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President, Client Strategy, Upwork

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Plenary Sessions
09:30 - 10:10

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

Jan Jamrich, Kelly Carlson, David Cohen, Merche del Valle, Steven Maxwell
  • Building your role as a high-quality talent partner: how do you support your firm and your portfolio companies
  • PE talent partner market trends: driving better and faster execution
  • When does your firm engage the talent partner?
  • Linking the role to value creation: uncovering specific tactical talent partner value creation plans
  • Talent partner-deal team dynamics: identifying opportunities and risks
  • Establishing playbooks of evaluation, resources, and support at different stages

Moderator:
Jan Jamrich, CEO, Entromy

Panelists:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
David Cohen, Managing Director, Human Capital, Kelso & Company
Merche del Valle, Managing Director, Chief Talent and Chief HR Officer, Grain Management
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Private Equity

A speaker photo for Jan Jamrich

Jan Jamrich

CEO and Founder, Entromy

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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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A speaker photo for Merche del Valle

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

Scott Jacobs, Wes Cole, Michelle Nasir , Ben Passafuime, Glenn Stevens
  • What does the recruiting climate look like for you in scrutinizing risks, challenges, costs, and opportunities?
  • What are you doing at the lower, mid-level and senior level of talent?
  • What criteria are you using? What’s working and what is not?
  • Recruitment and alignment: what do you need to know to confidently hire the right top people and ensure alignment? How is there room for them to get better?
  • How has the remote-first mindset impacted your hiring plans?
  • Impactful trends, tools, and technologies for recruiting
  • Uncovering challenges in recruiting diverse talent

Moderator:
Scott Jacobs, Partner, Acertitude

Panelists:
Wes Cole, Portfolio Talent Lead – GS Value Accelerator, Goldman Sachs
Michelle Nasir, Chief Talent Officer, Arsenal Capital Partners
Ben Passafuime, Vice President, Alpine Investors
Glenn Stevens, Partner, Talent Management, Apollo Global Management

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Scott Jacobs

Partner, Acertitude

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A speaker photo for Wes Cole

Wes Cole

Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs

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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 Ben Passafuime

Ben Passafuime

Vice President, Alpine Investors

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Glenn Stevens

Partner, Talent Management, Apollo Global Management

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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

Jenny Machida

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

  • DE&I programs: what are you doing and what is actionable? How do you build diversity from within and not just at the top?
  • What are the challenges in finding diverse talent and what must be done?
  • Looking at initiatives from different PE firms: what has been successful and what has not?
  • Operationalizing it and interfacing with portco leaders: what best practices can you share regarding advising management teams at the portco levels? What goals do you set for the portfolio companies relative to D&I?
  • How can PE firms create cultures at their portfolio companies that will ensure D&I initiatives have the desired impact?
  • Understanding the different stages of DE&I
  • What is holding PE back from achieving diversity?
  • How does the industry define success? What are LPs looking for? What type of data are LPs requesting?
  • Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
  • KPIs and data to measure effectiveness; how are companies leveraging data to augment their efforts with portfolio companies?

Facilitator:
Jenny Machida, Partner, PwC

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Jenny Machida

Partner, PwC

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11:10 - 11:50

Interactive Working Group 6 (for operating partners only) | The long journey for diversity: sharing challenges and initiatives in PE

Min Matson

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

  • DE&I programs: what are you doing and what is actionable? How do you build diversity from within and not just at the top?
  • What are the challenges in finding diverse talent and what must be done?
  • Looking at initiatives from different PE firms: what has been successful and what has not?
  • Operationalizing it and interfacing with portco leaders: what best practices can you share regarding advising management teams at the portco levels? What goals do you set for the portfolio companies relative to D&I?
  • How can PE firms create cultures at their portfolio companies that will ensure D&I initiatives have the desired impact?
  • Understanding the different stages of DE&I
  • What is holding PE back from achieving diversity?
  • How does the industry define success? What are LPs looking for? What type of data are LPs requesting?
  • Diversity and leadership: what can be done better? How are you thinking about diversity of boards?
  • KPIs and data to measure effectiveness; how are companies leveraging data to augment their efforts with portfolio companies?

Facilitator:
Min Matson, Director, PwC

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Min Matson

Director, PwC

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Breakout Series V
11:50 - 12:30

Track 9 | PE portco HR case study: rapid HR transformation for agility, ops cost efficiency and improved talent

Ron Keusch, Kevin Chase, Thomas Fountain

Join a fireside chat with Kevin Chase and Tom Fountain to learn about the HR/HCM transformation at BlueTriton (formerly Nestle Waters) this past year after they were acquired by One Rock Capital and engaged strategic partner, AspireHR, to replace, modernize and streamline their full stack of HCM systems in less than 8 months. The immediate results and benefits you’ll hear about range from:

  • Labor efficiencies through automation, improved employee user experience, application consolidation, operating cost reductions, increased agility for future M&A and strengthened capabilities to acquire new talent
  • How to take this model and scale it for future PE acquisitions at your portfolio companies while positioning HR to be a strategic enabler for future business growth

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

Panelists:
Kevin Chase, CEO, AspireHR
Thomas Fountain, Operating Partner, One Rock Capital Partners

A speaker photo for Ron Keusch

Ron Keusch

Director of Private Equity Midmarket, Strategic Initiatives, SAP

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Kevin Chase

CEO, AspireHR

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Thomas Fountain

Operating Partner, One Rock Capital Partners

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11:50 - 12:30

Track 10 | Uncovering the organizational design playbook

Marni Rozen, Cécile Dutheil, Jimmy Holloran, Amy LoPiccolo
  • How prescriptive are you on the org design? How do you do it from day 1 and how do you set it, who is involved?
  • Tracking the first milestones: how do you get there and how do you scale?
  • Exploring structures and trends in organizational effectiveness to successfully execute your business strategy
  • Looking at the future: how to optimize how your organizations are functioning
  • How are skills evolving and how is this affecting the process? What types of jobs are needed and what are the capabilities required for those jobs?
  • Designing for growth: what resources can you use and how do you do it?
  • What should you be looking at from an org design point of view when you are approaching exit?

Moderator:
Marni Rozen, Director, RSM US

Panelists:
Cécile Dutheil,
Head of Human Capital Portfolio, Triton Partners
Jimmy Holloran, Operating Partner, ParkerGale Capital
Amy LoPiccolo, Vice President, Leadership and Talent, B Capital Group

A speaker photo for Marni Rozen

Marni Rozen

Director, RSM US

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A speaker photo for Cécile Dutheil

Cécile Dutheil

Head of Human Capital Portfolio, Triton Partners

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Jimmy Holloran

Operating Partner, ParkerGale Capital

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A speaker photo for Amy LoPiccolo

Amy LoPiccolo

Vice President, Leadership and Talent, B Capital Group

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Plenary Session
12:30 - 13:10

Boards: Composition, optimization, and effectiveness

Morgan McKeown, Mark Herther, Mia Jung, Lane McDonald, Kathryn Seni
  • Composition and construction: how do you get more value of out of boards?
  • Board structure: where do certain human capital elements come into play here?
  • Board effectiveness: What is the secret to the best board/CEO relationships? How does a capable board operate? What is your role in it?
  • Should operating partners be on boards?
  • Diversity of boards
  • What initiatives are you driving for women on boards across portcos? What can be done?
  • Board compensation: uncovering the variety of compensation structures to optimize board participation
  • What kind of emphasis is being placed on human capital metrics at the boardroom?

Moderator:
Morgan McKeown, Talent Operating Advisor, Goldman Sachs Asset Management

Panelists:
Mark Herther,
Director, Operations and Administration, The Riverside Company
Mia Jung, Talent Partner, Welsh, Carson, Anderson & Stowe
Lane McDonald, Managing Director, OMERS Private Equity
Kathryn Seni, Former Talent Operating Partner

A speaker photo for Morgan McKeown

Morgan McKeown

Talent Operating Advisor, Goldman Sachs Asset Management

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A speaker photo for Mark Herther

Mark Herther

Director, Operations and Administration, The Riverside Company

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A speaker photo for Mia Jung

Mia Jung

Talent Partner, Welsh, Carson, Anderson & Stowe

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A speaker photo for Lane McDonald

Lane McDonald

Managing Director, OMERS Private Equity

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A speaker photo for Kathryn Seni

Kathryn Seni

Former Talent Operating Partner

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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)

Kate Migliaro, Kristin Brown Patrick

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

  • What are the issues causing a disparity in genders?
  • Exploring career paths, development, and how to position yourself as female leaders
  • Is your firm focused on women’s leadership at portfolio companies?
  • Does your firm have any specific programs, leadership coaching and assessments geared towards promoting women’s leadership?
  • Are there any changes in recruiting that will create a more equal playing field?
  • Looking at trends and stats in gender in PE and VC ­

Facilitators:
Kate Migliaro,
Principal, Talent Management and Organizational Effectiveness, Apollo Global Management
Kristin Brown Patrick, Senior Operating Partner, Human Capital, New State Capital Partners

A speaker photo for Kate Migliaro

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

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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

Explore our exclusive operating partner networking

Operating partner exclusive networking events are taking place throughout the Forum. The Forum provides operating partners with opportunities each day to network and share thoughts with peers.

 

Operating Partners Human Capital Forum Welcome Reception (invitation-only)

March 28 | 5:30 – 8:00 pm

Venue: TBD

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.

Women in PE and VC Portfolio Operations Dinner (invitation-only)

March 28 | 7:45-9:00 pm

Venue: TBD

Join us 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.

Operating Partners Human Capital Forum Day 1 Networking Reception

March 29 | 5:30-6:30 pm

A casual cocktail reception to chat with your operating partner peers.

Human Capital Deep Dive Breakfast (operating partners only)

March 30 | 7:45-8:30am

Women in PE and VC Portfolio Operations Lunch (invitation-only)

March 30 | 12:30-1:30 pm

Venue: Convene, 117 W 46th St

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

Featured interactive discussions & networking opportunities

Think Tank Sessions

The closed-door session led by human capital operating partners for operating partners only will allow you to engage in lively discussions with your peers. The thinks tanks will also allow you to submit topics to be covered in looking at the best value creation practices.

 

Interactive Working Groups

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

2022 Speakers

For speaking opportunities, contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Tracey Abbott

Senior Operating Lead, Partners Group

Tracey Abbott is the Senior Lead Operator on the Special Situations team at Partners Group, a $126 Billion AUM Swiss Private Equity firm, based in Denver. She has 25 years of industry experience in consumer goods and retail. Prior to joining Partners… Read full bio

Dana Allen

Managing Director, Talent, Gauge Capital

Dana is the Managing Director, Talent at Gauge Capital. He leads the firm’s human capital efforts, advising the firm and portfolio on building and enhancing leadership teams and boards to drive value-creation. Prior to joining Gauge, Dana was an exec… Read full bio
Emily Azevedo, 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

Kate Berkeley

Managing Director, Talent, Gryphon Investors

Kate joined Gryphon Investors in 2020 as a Managing Director to lead and scale the firm’s talent acquisition capabilities, both internally at Gryphon and externally with Gryphon portfolio companies. She is also Co-Head of Gryphon’s Diversity, Equity… Read full bio

David Beuerlein

Former Operating Partner, Khosla Ventures

David Beuerlein has focused on talent issues for the past 25 years of his career - beginning with his work as a consultant at McKinsey & Company, and later as a partner with two major search firms. In 2015, Dave was recruited to design and build… Read full bio

Neel Bhatia

Operating Partner, Talent, Arcline Investment Management

Neel is currently an Operating Partner at Arcline Investment Management where he is focused on talent assessment and development both within the firm and across portfolio companies. Most recently, Neel was the Managing Partner of Green Peak, a privat… Read full bio
Ted Bililies, AlixPartners

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

Ted is an internationally-recognized expert on leadership and organization development. He advises investors, CEOs, and boards globally to help them position the right leaders for key roles and to support those leaders and teams for maximal value cre… Read full bio

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Kristin joined New State Capital Partners in 2019 as Senior Operating Partner, Human Capital with more than 25 years of hands-on growth strategy, executive search, talent acquisition and talent development experience. The bulk of Kristin’s career has… Read full bio

Tony Buffum

Vice President of HR Client Strategy, Upwork

Tony Buffum is VP of HR Client Strategy at Upwork. As a key member of the senior-level executive client strategy team, Buffum is responsible for accelerating growth of current and prospective Upwork enterprise clients, helping them solve HR challenge… Read full bio

Kate Bullis

Managing Partner, SEBA Executive Search

Kate Bullis is a co-founder and Managing Partner of SEBA Executive Search, leading the firm’s global Marketing & Revenue practice. Specializing in marketing, sales and business development engagements, Kate has over 20 years of search experience… Read full bio

Will Busch III

Managing Director, Growth Strategies, FMG Leading

Will leads the Private Equity practice at FMG Leading, where he brings over 15 years of experience in designing, implementing, and leading strategic human capital initiatives that accelerate profitable growth. Prior to joining FMG Leading, Will held… Read full bio
Jennifer Busse, RSM

Jennifer Busse

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

Jennifer is a leader of RSM’s Mergers and Acquisitions Management Consulting practice specializing in Integrations and Separations. She has 20 years experience assessing and driving business solutions related to business strategy, talent optimization… Read full bio

Andy Caine

COO & Partner, Frazier Healthcare Partners

Andy is a Partner at Frazier Healthcare where he focuses on pre-investment organizational due diligence, talent assessment and development, and post-acquisition management. In addition, he has designed and help lead the firm’s diversity, equity, incl… Read full bio

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Kelly Carlson is Managing Director, Head of Talent with STG, where she is leading the firm’s talent efforts, working across the portfolio to attract CEOs and executive leadership teams to drive results. Kelly’s mandate includes the curation of a CEO… Read full bio

Thomas Caruso

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

Mr. Caruso is a partner of Guardian and leads the Guardian Operations and Advisory Company. He plays an integral role in investment due diligence, value creation opportunity identification, and working alongside portfolio company management teams pos… Read full bio

Kristen Chang

Managing Director, Human Capital, LLR Partners

Kristen Chang joined LLR Partners in 2011 and is a leader on LLR’s Value Creation Team. She partners with LLR’s portfolio companies on executive search, Board recruitment, talent assessment, compensation, and broad HR practices that drive growth. LLR… Read full bio

Kevin Chase

CEO, AspireHR

Since the beginning of 2020, Kevin has led AspireHR as its CEO and President. During that time, the company has experienced significant growth while maturing and expanding its technology solutions for the HR industry with new HCM software, long-term… Read full bio

Rich Coffey

Director, Strategic Partnerships, Globalization Partners

As a Director of Strategic Partnerships, Richard supports our Private Equity and Venture Capital firms at Globalization Partners. Prior to joining Globalization Partners, Richard spent 20 years with Automatic Data Processing. He has held multiple rol… Read full bio

David Cohen

Managing Director, Human Capital, Kelso & Company

David joined Kelso in 2019. He is focused on applying talent and human capital best practices to enhancing the firm’s investment process, portfolio companies and Kelso Specialist Network. He spent the preceding nine years with American Securities in… Read full bio

Wes Cole

Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs

Wes leads portfolio talent efforts within the Goldman Sachs Value Accelerator. Previously, he led more than 100 successful executive searches for high impact portfolio company leadership, board, and operating partner roles for private equity clients… Read full bio

Dwight Cooper

CEO, Hueman

Dwight founded his first start-up, PPR Talent Management Group (Travel Nursing), in 1996 with a $10,000 investment. Under his leadership, PPR grew organically to over $100,000,000 in annual revenue before selling a majority interest to Trivest Partne… Read full bio

Katie Czerepak

Head of Talent, Tech Opportunities, Bain Capital

Katie Czerepak is the Head of Talent for the Tech Opportunities fund at Bain Capital, where she drives talent initiatives across the portfolio and collaborates with management teams to support key talent and human capital priorities. Prior to joining… Read full bio
Ashley Day, 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

Camille DeLaite

Operating Partner, Talent, Charlesbank Capital Partners

Camille joined Charlesbank in 2018 as an Operating Partner focused on Talent. She partners with the Charlesbank portfolio companies to create value through people, focusing on organizational due diligence, building outstanding leadership teams, and d… Read full bio

Merche del Valle

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

Merche del Valle is a Managing Director and the Chief Talent Officer at Grain Management who brings over 25 years of experience in Talent Intelligence, Leadership and Organizational Development (OD) and Executive Coaching in multiple industries acros… Read full bio

Cécile Dutheil

Head of Human Capital Portfolio, Triton Partners

Cécile joined Triton Partners as Head of Human Capital Portfolio in August 2019 from APTIV plc, formerly known as DELPHI Automotive plc, where she held the position of Vice President Global HR for the Engineered Component Group (ECG) and EMEA Corpora… Read full bio

Jonathan Essig

Managing Partner, SimpleFi Solutions

Jon is CEO of SimpleFi Solutions. SimpleFi implements prepackaged solutions for enterprise planning and analysis, including Workforce optimization. Jon is a recognized planning and analytics industry expert, speaker and author. He has years of experi… Read full bio

Garry Fielding

Senior Operating Advisor, Human Capital, Francisco Partners Consulting

Garry Fielding is a Senior Operating Advisor at Francisco Partners Consulting. Garry works closely with Francisco Partners’ portfolio companies advising them on all aspects of talent management including org design, recruiting, compensation, retentio… Read full bio

Alan Foster

Partner, Head of Private Equity, ghSMART

Alan Foster is a Partner at ghSMART where he is head of the Private Equity practice. He co-leads ghSMART’s European business. He serves private equity firms and their portfolio company CEOs . Alan co-authored the Wall Street Journal bestselling book,… Read full bio

Thomas Fountain

Operating Partner, One Rock Capital Partners

Thomas C. Fountain is an Operating Partner focused on driving value creating through the deployment of technology-based solutions and IT excellence for One Rock and its portfolio companies. Mr. Fountain brings over 30 years of technology and leadersh… Read full bio

Angela Geffre

Chief Human Resources Officer, Sun Capital Partners

Angela is the Chief Human Resources Officer for Sun Capital Advisors, where she partners with the Investment and Operating Partner teams to accelerate growth through talent. Angela’s role focuses on leading human capital initiatives for both the firm… Read full bio

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

Ms. Good is a Partner and Global Head of Value Creation. Prior to joining Searchlight in 2021, Ms. Good worked as a Partner at Hg for 7 years where she led the portfolio and operations team of over 30 executives. While at Hg, she was also an active m… Read full bio
Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

As Vice President of Private Equity, Todd serves as the liaison between Private Equity firms, their portfolio companies, and Quantum Health. He works to educate the senior leadership teams on independent navigation and identifies opportunities for pa… Read full bio

Courtney Hagen

Chief Talent Officer, Littlejohn & Co.

Courtney Hagen is Chief Talent Officer for Littlejohn & Co., a firm that makes private equity and debt investments primarily in middle market companies. In this role, she partners with investment and management teams to ensure the talent strategi… Read full bio

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Dan is the CEO and Founder of Summit Leadership Partners. He advises boards, CEO's, investors and business leaders on strategy execution and value creation through leadership and organization performance. After a successful corporate career, Dan foun… Read full bio

Tanya Hayes

Partner, Human Capital and ESG, Frazier Healthcare Partners

Tanya joined Frazier Healthcare Partners in January 2020 on the Growth Buyout team. Tanya is a human capital leader focusing on pre-investment organizational due diligence and post-acquisition management to create long-term value for portfolio compan… Read full bio

Mark Herther

Director, Operations and Administration, The Riverside Company

Mark joined The Riverside Company in 2019 as the Director, Operations and Administration for the Riverside Micro-Cap Strategy. Mark works on a broad range of initiatives including executive talent recruiting, outsourcing, revenue acceleration, ESG an… Read full bio

Jimmy Holloran

Operating Partner, ParkerGale Capital

Jimmy is responsible for working with portfolio companies on talent strategy focusing on organizational design and development as well as communication both within each company and across the portfolio. Prior to joining ParkerGale, Jimmy worked on ta… Read full bio

Ben Holzemer

Partner, Global Head of Human Capital, TPG Global

Ben Holzemer is a Partner at TPG and the Head of Global Human Capital, based in San Francisco. Under his leadership the firm’s human capital team partners with TPG’s investment professionals and portfolio company leaders around the world to build gre… Read full bio
Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

Jamie Jacobs serves as the Chief Talent Officer of Oak Hill Capital. Working across the entire portfolio of Oak Hill funds focusing on all aspects of Human Capital with specialties in Talent Management, Talent Acquisition, Organization design and ass… Read full bio

Jan Jamrich

CEO and Founder, Entromy

Jan is CEO & Founder of Entromy, the leading organizational assessment platform that enables private equity firms to rapidly understand organizational network dynamics and critical business areas that affect portfolio company performance. As a ke… Read full bio

Scott Jacobs

Partner, Acertitude

Scott Jacobs is a partner with the Technology practice at Acertitude, where he leads senior-level searches and company-wide assessment projects all over the world for clients who seek rapid, exceptional performance. He is highly specialized in servin… Read full bio

Mia Jung

Talent Partner, Welsh, Carson, Anderson & Stowe

Ms. Jung is a Talent Partner on the WCAS Healthcare team. Ms. Jung focuses on executive talent strategy and management and is responsible for helping WCAS’s healthcare companies build best- inclass leadership teams. She brings nearly a decade of exec… Read full bio

Ron Keusch

Director of Private Equity Midmarket, Strategic Initiatives, SAP

Ron is a 14-year SAP veteran, working with the Mid-Market Strategic Innovation Group which caters to private equity firms in the investment life cycle of their portfolio investments, provides resources for M&A and carve out transactions, and grow… Read full bio

Christopher Kim

Principal, Head of Human Capital, Platinum Equity

Chris Kim is a Principal and leads the Human Capital Management team, which is responsible for performing diligence on all Human Capital aspects of prospective additions to the Platinum Equity portfolio. Chris also has responsibilities in ensuring a… Read full bio

John Knapp

Operating Director, Talent, Berkshire Partners

John Knapp is an Operating Director and Talent Specialist in Berkshire Partners’ Portfolio Support Group, where he focuses on talent leadership and human capital best practices across the portfolio. Prior to joining Berkshire, John was a Partner with… Read full bio

Eric Krieg

Managing Director, Risk International

Eric is known as a market innovator and disruptor. He founded Risk International Benefits Advisors (RIBA) in 2014, which is revolutionizing the way employers procure and manage employee benefits. A former industry insider, with thirty years of experi… Read full bio

Natalie Leone

Managing Director, Portfolio Talent, Centerbridge Partners

Natalie Leone, Managing Director, Head of Portfolio Talent joined Centerbridge in October 2021 and focuses on the Firm’s portfolio talent efforts. Natalie is responsible for identifying and prioritizing talent activities across the portfolio. She par… Read full bio

Danie Levy

Principal, The Carlyle Group

At Carlyle, Danie Levy is Principal, Talent & Organization Performance and helps portfolio companies maximize organizational, operational, and leadership effectiveness. Danie has spent her career partnering with executives to address their most p… Read full bio

Amy LoPiccolo

Vice President, Leadership and Talent, B Capital Group

Amy LoPiccolo joined B Capital Group in 2019 as the Vice President of Leadership & Talent. She partners with multi-stage tech founders and HR leaders around the globe on their greatest talent and organizational development-related challenges. Her… Read full bio

Jenny Machida

Partner, PwC

Jenny Machida leads PwC’s Leadership, Talent & Organization in Deals practice, where she focuses primarily on serving Private Equity clients in transactions and in the development of their diligence and portfolio strategies related to talent and… Read full bio

Alice Mann

Partner, Human Capital, Sentinel Capital Partners

Dr. Alice Mann, Partner, Human Capital, joined Sentinel in 2022. For more than 20 years, Dr. Mann has advised senior executives on building high-performing leadership teams, developing winning talent strategies, and designing organizations that achie… Read full bio
Katie Marchetti

Katie Marchetti

Managing Director, BluWave

Katie is a Managing Director with BluWave where she leads overall corporate development and account management activities. Prior to joining BluWave, she was with GLG (Gerson Lehrman Group), a leading knowledge marketplace connecting private equity fi… Read full bio

Min Matson

Director, PwC

Min is a Director with PwC’s Workforce Transformation, DEI Consulting practice. He brings 15+ years of consulting experience helping organizations embed diversity, equity, and inclusion into their organizational strategy and culture by driving inclus… Read full bio

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

Steve is a Senior Vice President for Audax Private Equity where he leads Portfolio Human Capital. Previously, he was the Talent Partner at Kodiak Venture Partners. Steve also worked in the executive search industry at Korn Ferry and Russell Reynolds,… Read full bio

Jason McDannold

Managing Director, AlixPartners

Jason has almost 25 years of experience in the United States, Asia, and Europe as an executive leader and professional advisor with a successful record of generating growth for private-equity clients through operational excellence, brand leverage, an… Read full bio

Lane McDonald

Managing Director, OMERS Private Equity

As Managing Director, Operations, Lane works with investment and management teams to assess new investments and define and execute value-creation priorities. Lane is based in New York and joined the OMERS Private Equity team in 2022. Prior to joining… Read full bio

Joe McDougall

Managing Director, TC Operating Partners, Trive Capital

Joe is a Managing Director at Trive Capital where he leads the dedicated operating partner team, TC Operating Partners. Joe and his team focus on operational improvements and value creation across the Trive portfolio supporting functional efforts acr… Read full bio

Morgan McKeown

Talent Operating Advisor, Goldman Sachs Asset Management

Since 2019, Morgan has served as a Talent Operating Advisor for the Goldman Sachs Value Accelerator, partnering with portfolio companies and investment professionals to create value through enhanced leadership performance. He supports a wide range of… Read full bio

Kate Migliaro

Global Head of Portfolio Talent, Searchlight Capital Partners

Prior to joining Searchlight in 2022, Ms. Migliaro worked as a principal in talent management and organizational effectiveness at Apollo. Previously, Ms. Migliaro was the head of compensation and veteran affairs at UBS and worked in human resources a… Read full bio

Robert Murray

Vice President, Portfolio Human Capital, Audax Private Equity

Robert is a Vice President of Portfolio Human Capital for Audax Private Equity, based in Boston. Prior to joining Audax in 2021, Robert worked at Korn Ferry as a Principal in the Human Resources Practice. Prior to that, Robert was a Director in the G… Read full bio

Mugdha Narasimhan

Managing Director, Entromy

Mugdha Narasimhan is a Managing Director at Entromy, where she upholds successful company operations and drives strategic goals and growth – while ensuring the Entromy client experience remains unmatched. Previously a Project Leader and a member of t… Read full bio

Michelle Nasir

Chief Talent Officer, Arsenal Capital Partners

Michelle Nasir is Arsenal Capital Partners Chief Talent Officer (CTO), where she leads the firm’s Human Capital efforts (people, culture, organization, and performance). Michelle’s expertise includes M&A due diligence, executive coaching, success… Read full bio

Javier O'Neil-Ortiz

Talent Systems and People Analytics, B Capital Group

Javier O'Neil-Ortiz leads talent systems and people analytics for B Capital, driving talent data & technology strategy across the portfolio. Prior to joining B Capital, Javier developed the talent intelligence function at Teneo, and before that w… Read full bio

Ben Passafuime

Vice President, Alpine Investors

Ben Passafuime serves as a Vice President at Alpine Investors, where he oversees all executive, CEO-in-residence, and Board talent acquisition for Alpine’s portfolio. Alpine’s talent team drives the majority of its portfolio recruiting efforts in-hou… Read full bio

Patrick Petitti

Co-Founder and CEO, Catalant

Pat Petitti is the co-founder and CEO of Catalant Technologies, a technology company that connects enterprises who have critical business problems with the experts who can solve them quickly. Petitti is also co-author of a book titled, Reimagining Wo… Read full bio

Kyle Roemer

Managing Director, Incline Equity Partners

Kyle Roemer is a Managing Director at Incline Equity Partners. Kyle started and leads the Catalyst Group, Incline’s value creation team. He is focused on accelerating the growth of their portfolio companies through improvements in technology, go to m… Read full bio

Marni Rozen

Director, RSM US

Marni is a Management Consulting Director at RSM. She has been with the firm since 2008. Marni has extensive experience in talent management operations, recruiting strategy and HRIS and Payroll systems. Marni’s experience includes assessing and impro… Read full bio
Tim Sanders, Upwork

Tim Sanders

Vice President, Client Strategy, Upwork

Tim leads client strategy at Upwork where he helps leaders transform their businesses through the adoption of on demand talent solutions. He began his career as an early stage member of Mark Cuban's broadcast.com and, once acquired, he became the chi… Read full bio

Kristin Schroeder

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

Ms. Schroeder is an Operating Partner on the WCAS Technology Talent Team, having joined in 2021. Ms. Schroeder has 15 years of talent experience spanning executive search, corporate recruiting, and talent advisory. Most recently, she served as a Seni… Read full bio

Kathryn Seni

Former Talent Operating Partner

Kathryn Seni has over 20 years of talent leadership experience, as both consultant and operator, with particular expertise inside private equity and at the executive and Board levels. Most recently, Kathryn has been consulting as an interim Talent Op… Read full bio

Jenna Sigman

Executive Vice President, Insight Partners

Jenna Sigman joined Insight in 2017 and is an EVP on the Insight Onsite team. She works closely with the executive team of portfolio companies to accelerate growth, build their teams and scale operations. Prior to Insight, Jenna spent 5 years at Trav… Read full bio

Michael Song

Managing Director, Portfolio Operations, Providence Equity Partners

Michael Song is a managing director focused on portfolio operations and is based in our Providence office. Prior to joining Providence in 2010, Mr. Song worked at RSA, the security division of Dell EMC. Prior to joining Dell EMC, Mr. Song was a consu… Read full bio

Debra Somers

Senior Vice President, Portfolio Recruitment, Warburg Pincus

Debra Somers is based in New York, joined Warburg Pincus in 2019 and is a Senior Vice President of Portfolio Recruitment, focused on senior level recruiting best practices for U.S. based portfolio companies. Prior to joining Warburg Pincus, Mrs. Some… Read full bio

Glenn Stevens

Partner, Talent Management, Apollo Global Management

Glenn Stevens is a Partner, Talent Management at Apollo Global Management focused on management team and board construction for Apollo's portfolio companies. Previously he was the Head of Talent Management at L Catterton, the largest consumer-focused… Read full bio

Tina Tran

Director, Incline Equity Partners

Tina is a Director in Incline's value creation team, The Catalyst Group. In this role, she is responsible for defining and leading talent strategy across Incline’s portfolio companies, with a focus on commercial growth through executive talent planni… Read full bio

Chris Trendler

Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

Chris Trendler is a Managing Director and the Head of Portfolio Talent for the firm, responsible for leading the firm's talent strategy across the portfolio. Prior to joining MDP in 2021, Chris was a Partner at ghSMART and Company, where he advised i… Read full bio

Sean Turner

Director, Portfolio Operations, GI Partners

Founded in 2001, GI Partners is a private investment firm based in San Francisco, California. The firm has raised over $25 billion in capital from leading institutional investors around the world to invest in private equity, real estate, and data inf… Read full bio

Allison Walker

Chief Talent Officer, FTV Capital

Ali leads talent for FTV. She provides comprehensive talent strategy, advisory and leadership expertise to the firm’s existing and prospective portfolio companies as part of FTV’s Propel program, designed to deliver valuable acceleration during rapid… Read full bio

John Weaver

Senior Director, Risk International

John joined Risk International in 2019 and is the Senior Director of Private Equity. John works with Risk International teams in both the Risk Management and Benefits Advisory Practices to drive value creation for Private Equity clients and their por… Read full bio

Bryan West

Head of Talent, Resurgens Technology Partners

Bryan joined Resurgens in 2021 as the Head of Talent and focuses primarily on organization, leadership, and talent development for the firm’s portfolio companies. Prior to joining Resurgens, Bryan was an Associate Partner and led the Private Equity P… Read full bio

Giles Whiting

Operating Partner, Verdane

Giles is an Operating Partner at Verdane Capital and acting COO of Forsta, a Verdane investment. He supports the portfolio and management teams with a focus on growth acceleration, building go-to-market teams, and rapid company transformations. Giles… Read full bio

Curt Witte

Partner, Head of Growth Factors, Bregal Sagemount

Curt Witte is a Partner at Bregal Sagemount who founded and leads the Growth Factors portfolio operations team. Growth Factors partners with companies to realize high yield growth and operations enhancement, resulting in accelerated enterprise value… Read full bio

2023 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.

Venue and hotel

Convene
117 W 46th St
New York, NY 10036

View the venue

kimpton muse
Kimpton Muse Hotel
130 West 46th Street
New York, 10036

Explore our exclusive operating partner networking

Operating partner exclusive networking events are taking place throughout the Forum. The Forum provides operating partners with opportunities each day to network and share thoughts with peers.

Pre-conference networking

Tuesday, March 28th

Operating Partners Human Capital Forum Welcome Reception (invitation-only)

5:30 – 8:00 pm
Venue: TBD

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.

  

Women in PE and VC Portfolio Operations Dinner (invitation-only)

7:45 – 9:00 pm
Venue: TBD

Join us 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.

business women networking over lunch

Day 1 reception

Wednesday March 29

Operating Partners Human Capital Forum Day 1 Networking Reception

5:30-6:30 pm

A casual cocktail reception to chat with your operating partner peers.

Day 2 breakfast and lunch

Thursday, March 30

Human Capital Deep Dive Breakfast (operating partners only)

March 30 | 7:45-8:30am

Women in PE and VC Portfolio Operations Lunch (invitation-only)

12:30-1:30 pm
Venue: Convene, 117 W 46th St

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

Featured interactive discussions & networking opportunities

Think Tank Sessions

The closed-door session led by human capital operating partners for operating partners only will allow you to engage in lively discussions with your peers. The thinks tanks will also allow you to submit topics to be covered in looking at the best value creation practices.

 

Interactive Working Groups

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