Unlocking the next frontier in digital value creation

For twelve years, Private Equity International has been the leading organizer of events dedicated to PE and VC value creators, with Forums across the globe gathering over 500 operating partners annually.

In an increasingly digital world, the Forum gathered an elite crowd of technology value creators in PE & VC portfolio operations. Our community of operating partners discussed and debated plans and actions at a rapidly evolving time in history to deliver growth through technology.

It was the place to meet and get a firm grasp on transformation and innovation initiatives with a concentration of tech and digital operating partners, C-level executives, suppliers & resources all in one setting to discuss the best digital strategies in impacting returns.

Carve your niche in technology operations

Hear first-hand perspectives on how to further develop your operational skill set.

Learn key technology strategies to create value

Find the right tools and knowledge to deliver successful cross-portfolio initiatives.

Operating Partners Forum: Asia

Network with top PE
and VC tech value creators

Meet with the largest community of technology operational experts all in one place.

2022 Agenda highlights

» One hour invitation-only think tanks led by operating partners and designed exclusively for operating partners in PE and VC

» Technology value creation roadmaps throughout the entire lifecycle

» Tech’s war for talent: lessons and opportunities for PE investors

» Doubling down on cybersecurity

» Uncovering cloud transformations success stories

» Technology M&A integration best practices: key steps for PE and their portfolio companies

» The next frontier in data science and advanced analytics in private equity

» The next level of implementing AI/ML for value creation

» Tech due diligence done right: critical elements in pre-deal assessments

» The future of technology and digital initiatives in working with your portfolio companies in the post COVID-19 world and beyond

» Women in PE and VC technology operations discussion (invitation-only)

» Workforce analytics: leveraging data science with talent/portfolio performance

» Digital transformation portfolio company case studies

» Profit driven digital marketing

» Leveraging technology for the finance function

» Operating partner-CIO/CTO dynamics

» Working with third party tech providers and resources

2022 Speakers include

2022 Attendees

Advent International
Altamont Capital Partners
Amazon Web Services (AWS)
Apollo Global Management
Arcline Investment Management
Blue Point Capital Partners
The Carlyle Group
Cota Capital
Diversis Capital
GI Partners
Grant Thornton
H.I.G. Capital
HGGC
HighBar Partners
Incline Equity Partners
Leonard Green & Partners
Maverix Private Equity
Oaktree Capital Management
Oracle
Partners Group
PwC
Roark Capital
Sapphire Ventures
Serent Capital
The Sterling Group
Strattam Capital
Sumeru Equity Partners
Sunstone Partners
Sway Ventures
Thoma Bravo
TSG Consumer Partners
Vista Equity Partners
Warburg Pincus

Operating partners agenda
The leading West Coast value creation event
Day 1 (June 2)

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Unlocking the next frontier in digital value creation
Day 2 (June 3)

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2022 Agenda

Day 1
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Agenda

Day 2 - Friday 3rd

07:30 - 09:00

Registration and breakfast

07:30 - 08:25

Think tanks for full-time operating partners — value creation war room (invitation-only)

Carsten Weber, Richard Spencer

Invitation-only think tank for full-time PE and VC operating partners. This closed-door discussion will allow you to learn and share value creation practices of successful operating partners. The think tank will allow you to submit topics in advance to be covered in the room. Please select one of the two rooms:

Think Tank Room 1: The future of digital operating partner models: comparing models
Facilitator:
Carsten Weber,
Technology Director, The Sterling Group

Think Tank Room 2: Uncovering tech solutions, consultants, and third parties for value creation
Facilitator:
Richard Spencer,
Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

A speaker photo for Carsten Weber

Carsten Weber

Principal, Highview Capital

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A speaker photo for Richard Spencer

Richard Spencer

Co-Founder, Kamylon Holdings

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08:25 - 08:30

Chairman’s welcome

Tim Sanders

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

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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Plenary Sessions
08:30 - 09:00

Unlocking the cloud revolution for portfolio value creation

Nikhil Zaveri, Prashanth (PV) Bóccasam , Steve Cochran, Neil Roseman
  • Cloud transformation – external and internal business aspects: how to handle it with your portcos
  • Leverage the cloud for security, scalability, and reliability
  • Create value through cost optimization and product modernization using Cloud
  • Multi-cloud vs. single cloud vs. hybrid cloud
  • Understanding the financial aspects of strategic cloud partnerships on revenue and costs
  • Looking at the challenges of building and hiring cloud expertise in your companies: how are you dealing with it?

Moderator:
Nikhil Zaveri, Senior Director, Private Equity Oracle Corporation

Panelists:
Prashanth (PV) Bóccasam,
Partner, Cota Capital
Steve Cochran, Operating Advisor, Thoma Bravo
Neil Roseman, Technologist-in-Residence, Summit Partners

A speaker photo for Nikhil  Zaveri

Nikhil Zaveri

Senior Director, Private Equity Oracle Corporation

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A speaker photo for Prashanth (PV)  Bóccasam

Prashanth (PV) Bóccasam

Operating Partner, Cota Capital

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A speaker photo for Steve Cochran

Steve Cochran

Operating Advisor, Thoma Bravo

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A speaker photo for Neil Roseman

Neil Roseman

Technologist-in-Residence, Summit Partners

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09:00 - 09:40

Private equity-leadership team alignment in an increasingly digital world

Tim Ziemann, Ben Johnson, Lee McCabe
  • How is the C-suite evolving? How will CEOs adapt and what does the next generation CEO look like in a more digital world?
  • Achieving alignment with leadership, strategy, IT teams, and tech capabilities
  • Getting management teams up to speed with tech: how to educate and make them more comfortable with technologies and data to be adopted by their teams
  • Technology playbooks and value creation roadmap execution throughout the entire lifecycle
  • Understanding the future journey of digital value creation and what management teams need to do in the current environment and years to come
  • How are digital operating partners engaging with deal teams and management teams on the value creation thesis and objectives
  • Looking at why more firms are hiring Chief Product Officers, Chief Digital Officers, and Chief Data Officers

Moderator:
Tim Ziemann, Senior Manager, Transformation, Grant Thornton

Panelists:
Ben Johnson,
Managing Director, Product Management, LLR Partners
Lee McCabe,
Operating Partner, AEA Investor

A speaker photo for Tim Ziemann

Tim Ziemann

Senior Manager, Transformation, Grant Thornton

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A speaker photo for Ben Johnson

Ben Johnson

Managing Director, Product Management, LLR Partners

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A speaker photo for Lee McCabe

Lee McCabe

Operating Partner, AEA Investors

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09:40 - 10:20

Digital innovation initiatives in the fast lane: accelerating value creation through tech

Declan Morris, Eli Potter , Neil Roseman, Jeffrey Stone
  • Value creation through technology modernization – what are the most impactful projects and top tech trends?
  • Which emerging technologies for value creation have you most excited?
  • First-hand examples of how the current environment has accelerated rapid innovation and digitalization (resulting in increased investment in tech) and what comes next?

Moderator:
Declan Morris, Private Equity Transformation Advisor, Amazon Web Services (AWS)

Panelists:
Eli Potter, CIO as a Service, Insight Partners
Neil Roseman, Technologist-in-Residence, Summit Partners
Jeffrey Stone, Managing Director, Head of Growth Portfolio Operations, Sixth Street

Declan Morris

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

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A speaker photo for Eli Potter

Eli Potter

CIO as a Service, Insight Partners

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A speaker photo for Neil Roseman

Neil Roseman

Technologist-in-Residence, Summit Partners

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A speaker photo for Jeffrey Stone

Jeffrey Stone

Managing Director, Head of Growth Portfolio Operations, Sixth Street

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10:20 - 11:00

Digital transformation portfolio company case studies across different industries

Sarah Walker , Anna Carlsmith, Igor Cherny, Anders Thulin
  • Tech enablement and tech road mapping for mode traditional businesses vs. tech businesses
  • Looking at capabilities in supporting portfolio company transformations versus mere optimization
  • Operating partners share specific portfolio case studies and war stories in driving and executing digital transformation projects in different industries
  • Uncovering use cases in accelerating rapid digital transformation and understanding what works best for your industry

Moderator:
Sarah Walker, AVP, Global Head of Private Equity Practice, Salesforce

Panelists:
Anna Carlsmith,
Director, Digital Strategies, H.I.G. Growth Partners
Igor Cherny, Chief Technology Officer, Operating Partner, TSG Consumer Partners
Anders Thulin, Head of Digital and Technology Practice, Triton Partners

A speaker photo for Sarah  Walker

Sarah Walker

Global Head of Private Equity Practice, Salesforce

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A speaker photo for Anna Carlsmith

Anna Carlsmith

Director, Digital Strategies, H.I.G. Growth Partners

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A speaker photo for Igor Cherny

Igor Cherny

Chief Technology Officer, Operating Partner, TSG Consumer Partners

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A speaker photo for Anders Thulin

Anders Thulin

Head of Digital and Technology Practice, Triton Partners

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11:00 - 11:20

Networking break

Interactive Working Groups Series IV
11:20 - 12:00

Interactive Working Group 7 (for operating partners only) — Digital value creation dos and don’ts: operating partners share best practices

Daniel Boland, Sanjay Verma

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

  • Use of digital to increase effectiveness and efficiency of portfolio company operations
  • Using latest cloud and digital technologies and processes to massively increase your speed of innovation and market success
  • Using modern predictive AI and ML approaches to transform operations

Facilitators:
Daniel Boland, Managing Director, AlixPartners
Sanjay Verma, Managing Director, AlixPartners

A speaker photo for Daniel  Boland

Daniel Boland

Managing Director, AlixPartners

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A speaker photo for Sanjay Verma

Sanjay Verma

Managing Director, AlixPartners

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11:20 - 12:00

Interactive Working Group 8 (for operating partners only) | Winning the war for tech talent: operating partners share their thoughts

Tim Sanders

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

  • Overcoming the challenges associated with tech talent: attracting, retaining, and supporting tech talent in the current environment
  • Where and how to find tech talent in a highly competitive environment? What strategies are leading PE portfolio companies utilizing to find great tech talent?
  • Understanding what type of tech talent is needed in incorporating key levers such as AI and robotics
  • What are challenges and benefits of hiring and onboarding tech talent remotely
  • Leveraging tools and resources within the tech war for talent

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

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

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Breakout Series IV
12:00 - 12:40

Track 7 | Tech due diligence and post close integration done right: aligning the digital imperative with your investment thesis

Lou Brothers, Ori Ben-Moshe , Martin Mumford, Carsten Weber
  • Operating partner war stories in looking at successful tech due diligence and post close technology readiness in partnering with investment teams, providers, and target companies
  • What is most critical to accurately understand about a company’s technology capabilities and infrastructure pre-deal?
  • How to start with digital and tech value creation within your portfolio company: which digital and growth transformation strategies do you prioritize
  • How to leverage IT diligence to position the business to scale and avoid post-deal technical integration challenges
  • Data for due diligence: assessing the investment through data in looking at potential return

Moderator:
Lou Brothers, Principal, National Leader for Operations Due Diligence, RSM US

Panelists:
Ori Ben-Moshe,
Director of Portfolio Operations, ORIX Capital Partners
Martin Mumford, Operating Partner, Angeles Equity Partners
Carsten Weber, Technology Director, The Sterling Group

A speaker photo for Lou Brothers

Lou Brothers

Private Equity & Corporate M&A Diligence and Operations Transformation, RSM US

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A speaker photo for Ori Ben-Moshe

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

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A speaker photo for Martin Mumford

Martin Mumford

Operating Partner, Angeles Equity Partners

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A speaker photo for Carsten Weber

Carsten Weber

Principal, Highview Capital

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12:00 - 12:40

Track 8 | Working with CIOs/CTOs: dos and don’ts

Rick Brown, Igor Cherny, Bobbi Kommineni, Juliane Stephan
  • Understanding how the office of the CIO/CTO is becoming more strategic and what to look for in a CIO/CTO?
  • How is the CIO and CTO role evolving? How are backgrounds/required skills changing?
  • Does a typical CTO have the relevant expertise to manage a digital value creation plan?
  • Sharing operating partner-CIO/CTO dynamics: what works and what doesn’t
  • What are the challenges? How are operating partners influencing CTO decision making?
  • Looking at best practices in working with different types of companies
  • How is the engagement approach changing in a more remote setup?

Moderator:
Rick Brown, President, Emergys

Panelists:
Igor Cherny,
Chief Technology Officer, Operating Partner, TSG Consumer Partners
Bobbi Kommineni, Operating Partner, Terminus Capital Partners
Juliane Stephan, Principal, Catalyst Group, Incline Equity Partners

 

A speaker photo for Rick  Brown

Rick Brown

President, Emergys

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A speaker photo for Igor Cherny

Igor Cherny

Chief Technology Officer, Operating Partner, TSG Consumer Partners

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A speaker photo for Bobbi  Kommineni

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

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A speaker photo for Juliane Stephan

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

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12:40 - 13:40

Networking lunch

Breakout Series V
13:40 - 14:20

Track 9 | Digitizing the customer journey: keys to success

Venkat Sreenivasan, Ben Cox, Elizabeth Dresdale, Margo Hays, Andy Pickens
  • Best practices in digitizing the end-to-end customer experience, process mapping the customer journey: understanding your client journey and driving efficiencies
  • Tracking and grasping the level of engagement: how to transform how you interact with customers
  • Sharing examples of how portfolio companies have accelerated digital at rapid speed to better center around the customer
  • Looking at pricing and retention as a key piece of the puzzle in the digital customer journey
  • Understanding how to digitize non digital businesses
  • Leveraging data analytics and data for automation
  • Applying AIML to optimize the customer experience

Moderator:
Venkat Sreenivasan, Director, AlixPartners

Panelists:
Ben Cox,
Operating Director, Sumeru Equity Partners
Elizabeth Dresdale, Principal, The Catalyst Group, Incline Equity Partners
Margo Hays, Managing Director, Digital Strategy, TSG Consumer Partners
Andy Pickens, Managing Director, Data & Digital Transformation, APPS, Apollo Global Management

A speaker photo for Venkat Sreenivasan

Venkat Sreenivasan

Director, AlixPartners

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A speaker photo for Ben Cox

Ben Cox

Operating Director, Sumeru Equity Partners

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A speaker photo for Elizabeth Dresdale

Elizabeth Dresdale

Principal, The Catalyst Group, Incline Equity Partners

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A speaker photo for Margo Hays

Margo Hays

Managing Director, Digital Strategy, TSG Consumer Partners

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A speaker photo for Andy Pickens

Andy Pickens

Managing Director, Apollo Portfolio Performance Solutions

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13:40 - 14:20

Track 10 | Accelerated and differentiated portco operational results through advanced analytics and machine learning

Sebastian de Meel , Mark Chamness, Manek Kapur, Karl Meyer, Richard Spencer

The panel explores examples where algorithms and machine learning have been used to discover, validate, and quantify operational risk and capture value opportunities. It will provide insight into leading practices and learnings within the industry. We deep dive into:

  • External analytics enabling operational risk analysis
  • The deployment of algorithms and machine learning as part of a functional transformation

Moderator:
Sebastian de Meel, Principal, PwC

Panelists:
Mark Chamness,
Head of Data Science, Invictus Growth Partners
Manek Kapur, Senior Vice President, Technology Private Equity, Partners Group
Karl Meyer, Managing Director and Head of Portfolio Operations, Digital Alpha
Richard Spencer, Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

A speaker photo for Sebastian de Meel

Sebastian de Meel

Partner, PwC

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A speaker photo for Mark Chamness

Mark Chamness

Head of Data Science, Invictus Growth Partners

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A speaker photo for Manek  Kapur

Manek Kapur

Senior Vice President, Technology Private Equity, Partners Group

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A speaker photo for Karl Meyer

Karl Meyer

General Partner, Digital Alpha

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A speaker photo for Richard Spencer

Richard Spencer

Co-Founder, Kamylon Holdings

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Breakout Series VI
14:20 - 15:00

Track 11 | Cybersecurity: raising your standards in the current cyber epidemic

Chris Hueneke , Brad Strahorn, Andrew Vittetoe
  • First-hand stories in dealing with cybersecurity breaches: what to do and what not to do
  • Measures to ensure that no costly active cyber incidents impact the cost of the deal
  • How do you define good cybersecurity? What is enough security? How prescriptive are you on cybersecurity? How do you engage with portfolio companies about cyber?
  • How to allocate resources to it: how is security diligence changing?
  • Cyber training and assessment best practices
  • Cost effective portfolio security and risk management
  • Addressing cyber liability insurance carrier requirements

Moderator:
Chris Hueneke, Chief Information Security Officer, RKON

Panelists:
Brad Strahorn, Director, Portfolio Support Group, Thompson Street Capital Partners
Andrew Vittetoe, Private Equity – Technology, Partners Group

A speaker photo for Chris Hueneke

Chris Hueneke

Chief Information Security Officer, RKON

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Brad Strahorn, Thompson Street Capital Partners

Brad Strahorn

Director, Portfolio Support Group, Thompson Street Capital Partners

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A speaker photo for Andrew Vittetoe

Andrew Vittetoe

Private Equity – Technology, Partners Group

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14:20 - 15:00

Track 12 | Maximizing deal value and return through modern data architectures

Josh Beaver, Tye Howell, Gus Spanos , Menno Veeneklaas
  • Acquisition: how long after closing does it take to begin receiving meaningful financial information? How long after close does it take to begin regularly tracking and acting upon KPIs and OKRs?
  • Hold: How do you handle integrations for buy and build strategies? What are the common strategies employed today through modernization? What advantages does moving to a more modern data architecture and automation bring?
  • Exit: How are exit timelines affected by the quality of financial reporting? How far in advance of a potential exit do your portcos begin the process of collecting, analyzing and preparing financial information and disclosures?

Moderator:
Josh Beaver,
Chief Operating Officer, Overlay

Panelists:
Tye Howell, Managing Director of Data and Digital, Blue Point Capital Partners
Gus Spanos, Co-Founder and Managing Director, SBJ Capital
Menno Veeneklaas, General Operating Partner, Allegro Funds

A speaker photo for Josh Beaver

Josh Beaver

Chief Operating Officer, Overlay

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A speaker photo for Tye Howell

Tye Howell

Principal, Rubicon Technology Partners

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A speaker photo for Gus Spanos

Gus Spanos

Co-Founder and Managing Director, SBJ Capital

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A speaker photo for Menno Veeneklaas

Menno Veeneklaas

General Operating Partner, Allegro Funds

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Plenary Sessions
15:00 - 15:40

The future of finance: 360º cash flow visibility and control — optimization via digitization

Matt Clark, Larry Cook, Frederick Shaw
  • What finance organizations can do to optimize cash flows via digitization and automation
  • Why payment users expect consumer-level speed and convenience – and how to meet those expectations
  • Why engaging with the right external tech partner is key to achieving holistic cash forecasting

Moderator:
Matt Clark, President and Chief Operating Officer, Corcentric

Panelists:
Larry Cook, Head of Global Finance and Operations, Flourish Ventures
Frederick Shaw, Chief Risk Officer, Hamilton Lane

 

Matt Clark Corcentric

Matt Clark

President and Chief Operating Officer, Corcentric

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A speaker photo for Larry Cook

Larry Cook

Senior Vice President of Global Operations and Finance, Flourish Ventures

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A speaker photo for Frederick  Shaw

Frederick Shaw

Chief Risk Officer, Hamilton Lane

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Plenary session
15:40 - 16:20

Value creation levers for enterprise software companies — war stories in working with tech portfolio companies

Punit Kulkarni, Blake Adams, Prital Kadakia, Ravi Ravikumar, Neal Sainani

Historically, PE firms have employed “Buy & Build” strategies with a philosophy of buying, restructuring, and holding assets — all with a plan to sell at the right time. Yet increasingly, enterprise software companies are creating value beyond quick fix initiatives to leverage multiple value creation levers and capitalize on digital transformation. These PEs are now expanding their focus to accelerate product modernization, invest in product line expansion, and explore innovation through ecosystem relationships for their portfolio companies.

Moderator:
Punit Kulkarni, Vice President, Private Equity, Persistent Systems

Panelists:
Blake Adams,
Senior Vice President, Tech Opportunities, Bain Capital
Prital Kadakia, Partner, Serent Capital
Ravi Ravikumar, Operating Partner, Cota Capital
Neal Sainani, Practice Director, K1 Investment Management

A speaker photo for Punit  Kulkarni

Punit Kulkarni

Global Private Equity Leader, Persistent Systems

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A speaker photo for Blake Adams

Blake Adams

Senior Vice President, Tech Opportunities, Bain Capital

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A speaker photo for Prital Kadakia

Prital Kadakia

Partner, Serent Capital

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A speaker photo for Ravi Ravikumar

Ravi Ravikumar

Operating Partner, Cota Capital

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A speaker photo for Neal Sainani

Neal Sainani

Practice Director, K1 Investment Management

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Plenary Session
16:20 - 16:50

Uncovering tech playbooks and strategies in carveouts and M&As

Aswatha "Amar" Amarnath , Greg Caltabiano, Drew Farris, Bobbi Kommineni, Lee McCabe
  • Tech M&A integration best practices: key steps for PE and their portfolio companies
  • How have you managed to overcome tech stack integration challenges to jump-start the transformation process
  • Tech enablement and IT functions to drive value in carveouts
  • What must be done swiftly in the first 30 to 60 days
  • Getting your management team aligned on key initiatives

Moderator:
Aswatha “Amar” Amarnath, Senior Vice President and Head of Global Sales Operations, Wipro

Panelists:
Greg Caltabiano,
Operating Partner, HGGC
Drew Farris, Operating Partner, Trive Capital
Bobbi Kommineni, Operating Partner, Terminus Capital Partners
Lee McCabe, Operating Partner, AEA Investors

A speaker photo for Aswatha "Amar" Amarnath

Aswatha "Amar" Amarnath

Senior Vice President and Head of Global Sales Operations, Wipro

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Greg Caltabiano, HGGC

Greg Caltabiano

Operating Partner, HGGC

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A speaker photo for Drew Farris

Drew Farris

Operating Partner, Trive Capital

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A speaker photo for Bobbi  Kommineni

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

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A speaker photo for Lee McCabe

Lee McCabe

Operating Partner, AEA Investors

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16:50 - 17:00

Closing remarks and end of conference

2022 Sponsors

Sponsorship and Engagement Opportunities:

The Operating Partners forums and events are the most efficient and effective way to connect directly with private equity operating partners and value creation experts. To learn more about ways to create a customized program that maximizes your desired impact and to engage with PEI’s operating partners community, complete the inquiry form or contact Lawrence Dvorchik by email Lawrence.d@peimedia.com or call +1 646 545 4429.

2022 Speakers

Blake Adams

Senior Vice President, Tech Opportunities, Bain Capital

Aswatha "Amar" Amarnath

Senior Vice President and Head of Global Sales Operations, Wipro

Josh Beaver

Chief Operating Officer, Overlay

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Prashanth (PV) Bóccasam

Operating Partner, Cota Capital

Daniel Boland

Managing Director, AlixPartners

Lou Brothers

Private Equity & Corporate M&A Diligence and Operations Transformation, RSM US

Rick Brown

President, Emergys

Greg Caltabiano, HGGC

Greg Caltabiano

Operating Partner, HGGC

Anna Carlsmith

Director, Digital Strategies, H.I.G. Growth Partners

Mark Chamness

Head of Data Science, Invictus Growth Partners

Igor Cherny

Chief Technology Officer, Operating Partner, TSG Consumer Partners

Matt Clark Corcentric

Matt Clark

President and Chief Operating Officer, Corcentric

Steve Cochran

Operating Advisor, Thoma Bravo

Ben Cox

Operating Director, Sumeru Equity Partners

Larry Cook

Senior Vice President of Global Operations and Finance, Flourish Ventures

Sebastian de Meel

Partner, PwC

Elizabeth Dresdale

Principal, The Catalyst Group, Incline Equity Partners

Drew Farris

Operating Partner, Trive Capital

Margo Hays

Managing Director, Digital Strategy, TSG Consumer Partners

Tye Howell

Principal, Rubicon Technology Partners

Chris Hueneke

Chief Information Security Officer, RKON

Ben Johnson

Managing Director, Product Management, LLR Partners

Prital Kadakia

Partner, Serent Capital

Manek Kapur

Senior Vice President, Technology Private Equity, Partners Group

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

Punit Kulkarni

Global Private Equity Leader, Persistent Systems

Karl Meyer

General Partner, Digital Alpha

Declan Morris

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Lee McCabe

Operating Partner, AEA Investors

Martin Mumford

Operating Partner, Angeles Equity Partners

Jim Lott

Managing Director, Peak Growth Consulting, Peak Rock Capital

Andy Pickens

Managing Director, Apollo Portfolio Performance Solutions

Eli Potter

CIO as a Service, Insight Partners

Ravi Ravikumar

Operating Partner, Cota Capital

Neil Roseman

Technologist-in-Residence, Summit Partners

Neal Sainani

Practice Director, K1 Investment Management

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Frederick Shaw

Chief Risk Officer, Hamilton Lane

Gus Spanos

Co-Founder and Managing Director, SBJ Capital

Richard Spencer

Co-Founder, Kamylon Holdings

Venkat Sreenivasan

Director, AlixPartners

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

Jeffrey Stone

Managing Director, Head of Growth Portfolio Operations, Sixth Street

Brad Strahorn, Thompson Street Capital Partners

Brad Strahorn

Director, Portfolio Support Group, Thompson Street Capital Partners

Anders Thulin

Head of Digital and Technology Practice, Triton Partners

Menno Veeneklaas

General Operating Partner, Allegro Funds

Sanjay Verma

Managing Director, AlixPartners

Andrew Vittetoe

Private Equity – Technology, Partners Group

Sarah Walker

Global Head of Private Equity Practice, Salesforce

Carsten Weber

Principal, Highview Capital

Nikhil Zaveri

Senior Director, Private Equity Oracle Corporation

Tim Ziemann

Senior Manager, Transformation, Grant Thornton

Venue and hotel

marriott interior
JW Marriott
515 Mason St
San Francisco, CA 94102

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marriott

Explore our exclusive operating partner only networking

Operating Partner exclusive networking events took place throughout the Forum. The Forum provided operating partners with opportunities each day to network and share thoughts with operating partners. Explore the various interactive working groups, think tanks, breakfast sessions and receptions.

Pre-event networking reception on June 1

5:30 – 8:00 pm: Operating Partners only welcome cocktail reception (invitation-only)

Dirty Habit, 12 Fourth Street, San Francisco, CA

Join other operating partners attending the Operating Partners San Francisco and Technology Forum in a casual gathering to see old friends and meet new operating partners.

Pre-event Women in PE and VC Portfolio Operations Dinner (invitation-only) on June 1

8:00 pm: Women in PE and VC Portfolio Operations Dinner (invitation-only)

Dirty Habit, 12 Fourth Street, San Francisco, CA

Join PEI and Simon-Kucher & Partners as we welcome the women in PE and VC portfolio operations attending the Operating Partners Technology Forum for a private sit-down dinner to facilitate networking before the conference.

Hosted by:

Featured networking opportunities

Think Tank sessions

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

Interactive Working Groups

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

Women’s networking lunch

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

Breakfast Deep Dive discussion

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