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. PEI is now pleased to bring the Operating Partners Technology Forum in person to uncover deep dive discussions, strategies and initiatives to achieve value creation through technology.

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

It is 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

Technology Director, The Sterling Group

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A speaker photo for Richard Spencer

Richard Spencer

Co-Founder, Chief Operating Officer, Operating Partner, 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, Client Strategy, Upwork

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Plenary Sessions
08:30 - 09:00

Unlocking the cloud revolution for portfolio value creation

David Hicks, 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:
David Hicks, Vice President, Worldwide ISV Ecosystem Business Development, Oracle

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

A speaker photo for David Hicks

David Hicks

Vice President, Worldwide ISV Ecosystem Business Development, Oracle

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A speaker photo for Prashanth (PV)  Bóccasam

Prashanth (PV) Bóccasam

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, Jim Lott , 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
Jim Lott, Managing Director, Peak Growth Consulting, Peak Rock Capital
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 Jim Lott

Jim Lott

Managing Director, Peak Growth Consulting, Peak Rock Capital

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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 Practice, Triton Partners

Sarah Walker

Sarah Walker

AVP, 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 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, 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

Principal, National Leader for Operations Due Diligence, 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

Technology Director, The Sterling Group

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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, Data & Digital Transformation, APPS, Apollo Global Management

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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

Principal, 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

Managing Director and Head of Portfolio Operations, Digital Alpha

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A speaker photo for Richard Spencer

Richard Spencer

Co-Founder, Chief Operating Officer, Operating Partner, 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, Anders Thulin, 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
Anders Thulin, Head of Digital Practice, Triton 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 Anders Thulin

Anders Thulin

Head of Digital Practice, Triton 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, 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, OverlayAnalytics

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, OverlayAnalytics

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A speaker photo for Tye Howell

Tye Howell

Managing Director of Data and Digital, Blue Point Capital Partners

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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

Head of Global Finance and Operations, 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

Vice President, Private Equity, 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 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 Amarnath

Aswatha 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

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

Blake Adams

Senior Vice President, Tech Opportunities, Bain Capital

Blake is Senior Vice President in the portfolio group with Bain Capital Tech Opportunities fund which focuses on mid-market buyout and enterprise software investments. At Tech Opportunities, Blake partners closely with portfolio companies on value cr… Read full bio

Aswatha Amarnath

Senior Vice President and Head of Global Sales Operations, Wipro

Aswatha Amarnath (Amar) is a Senior Vice President at Wipro. He has global responsibilities for sales and go-to-market functions. This includes leadership for large & complex deals globally, Wipro’s sales operations, responsible for Private Equit… Read full bio

Josh Beaver

Chief Operating Officer, OverlayAnalytics

Josh is the Chief Operating Officer for OverlayAnalytics and focuses on product design and delivery. Leveraging his diverse background in corporate finance and accounting with big data, Josh leads teams delivering multi-level analysis and resources t… Read full bio

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Ori Ben-Moshe is a Director, Portfolio Operations at ORIX Capital Partners (“OCP”). Mr. Ben-Moshe is responsible for leading operational improvement and growth initiatives at portfolio companies, in the technology, industrial and business services sp… Read full bio

Prashanth (PV) Bóccasam

Partner, Cota Capital

PV Boccasam joined Cota in 2021 as a Partner on the investment team. Prior to Cota, PV was a General Partner in a $600M Mid-Atlantic early-stage fund investing in industry shaping companies focused on enterprise software. He started his career at Mic… Read full bio

Daniel Boland

Managing Director, AlixPartners

Dan is an innovative, results-oriented business leader and trusted advisor with a focus on value creation and enhancement. Dan’s clients benefit from his more than 20 years of private-equity investing and financial advisory expertise in strategic, op… Read full bio

Lou Brothers

Principal, National Leader for Operations Due Diligence, RSM US

Lou serves private equity and acquisitive corporate clients in their technology diligence process. He advises acquirers through several stages of the M&A life cycle, including competitive and differentiation analysis, acquisition diligence with a… Read full bio

Rick Brown

President, Emergys

Successful Sales Leader with proven ability to generate revenue while building business partnerships and practices. Committed to finding innovative ways to respond to market trends and customer expectations. For more two decades, EMERGYS, has been he… Read full bio
Greg Caltabiano, HGGC

Greg Caltabiano

Operating Partner, HGGC

Greg Caltabiano is an Operating Partner of Operational Resource Group, LLC (“ORG”)*. Greg is an advisor to numerous high-technology companies active in the fields of AI, IoT, Data Center, and Networking. He has a long history of founding and leading… Read full bio

Anna Carlsmith

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

Anna is an Operator at H.I.G. Capital, and leads marketing and digital initiatives within H.I.G.’s portfolio of eCommerce, Growth, and Healthcare investments. Anna has deep functional expertise in marketing and digital transformation, having worked i… Read full bio

Mark Chamness

Head of Data Science, Invictus Growth Partners

Mark Chamness is the Head of Data Science at Invictus Growth Partners. Mark has more than 26 years of data science and machine learning experience building enterprise platforms which have generated hundreds of millions of dollars in annual recurring… Read full bio

Igor Cherny

Chief Technology Officer, Operating Partner, TSG Consumer Partners

Igor is a Silicon Valley and Digital Retail veteran, who successfully led technology teams of Walmart, Sears, Home Depot, and Williams-Sonoma through their Digital Transformation journeys. Igor also led several Silicon Valley startups that were later… Read full bio
Matt Clark Corcentric

Matt Clark

President and Chief Operating Officer, Corcentric

Mr. Clark has served as President and Chief Operating Officer of Corcentric since December of 2018. Since December 2018, Mr. Clark has guided Corcentric through three acquisitions that positioned Corcentric as a global leader in Source-to-Pay and Ord… Read full bio

Steve Cochran

Operating Advisor, Thoma Bravo

Steve Cochran is an Operating Advisor at Thoma Bravo. Steve has more than 30 years of experience leading technology transformation and operational excellence at companies such as Global Healthcare Exchange (GHX), OpenText/GXS, Inovis, Adaptec, Real3D… Read full bio

Ben Cox

Operating Director, Sumeru Equity Partners

Ben Cox is an Operating Partner focused on go-to-market acceleration of the firm’s investments through improvements in sales, marketing, product development, and customer success. He has more than fifteen years of product, sales, and marketing experi… Read full bio

Larry Cook

Head of Global Finance and Operations, Flourish Ventures

As Head of Global Finance & Operations, Larry directs Flourish Ventures’ investment process, finance, portfolio management, technology, and facilities. Since the launch of the firm’s evergreen fund in 2019, he has built Flourish’s finance and ope… Read full bio

Sebastian de Meel

Principal, PwC

Sebastian is a partner within PwC's Deals practice focusing on Private Equity Value creation. Previously, he served as an operating partner with Arcline Investment Management. He is focused on operations value identification and capture support for b… Read full bio

Elizabeth Dresdale

Principal, The Catalyst Group, Incline Equity Partners

Elizabeth Dresdale is a Principal at Incline Equity Partners. She is responsible for identifying, assessing, and recommending sales and go to market strategies and improvements for portfolio companies. Elizabeth is based in the firm’s New York office… Read full bio

Drew Farris

Operating Partner, Trive Capital

Drew is an Operating Partner at Trive Capital with expertise in operations and technology leadership. Before joining Trive in 2020, Drew served as a consultant to global Private Equity backed portfolio companies in a variety of industries including m… Read full bio

Margo Hays

Managing Director, Digital Strategy, TSG Consumer Partners

Margo Hays is a Managing Director in TSG’s Larkspur, CA office. She established and leads a team of digital operators that work alongside our portfolio brands and investment teams to drive value through digital transformation. She has dedicated her e… Read full bio

David Hicks

Vice President, Worldwide ISV Ecosystem Business Development, Oracle

David Hicks is Vice President, Worldwide ISV Ecosystem Business Development. In this capacity, he is responsible for driving Oracle Public Cloud and software product adoption and certifications in the partner community. David joined Oracle in 2006 an… Read full bio

Tye Howell

Managing Director of Data and Digital, Blue Point Capital Partners

Tye Howell, Blue Point Capital Partners’ Managing Director of Data and Digital, is responsible for the development and execution of Data Analytics and Digital Transformation strategies for Blue Point’s portfolio companies alongside the rest of the te… Read full bio

Chris Hueneke

Chief Information Security Officer, RKON

Chris Hueneke leads the Security Practice at RKON responsible for Security Advisory and Security Operations services. He is currently the virtual Chief Information Security Officer for several Private Equity portfolio companies adding value by protec… Read full bio

Ben Johnson

Managing Director, Product Management, LLR Partners

Ben Johnson is a Managing Director with LLR Partners, a growth equity firm based in Philadelphia, PA. Ben oversees product and technology and focuses on helping middle and lower-middle market firms scale through acquisition and organic build. Prior t… Read full bio

Prital Kadakia

Partner, Serent Capital

Prital is a General Partner at Serent Capital. He leads the portfolio operations team for Serent Capital, working closely with the management teams at Serent portfolio companies on value-creation initiatives to drive measurable and sustained revenue… Read full bio

Manek Kapur

Senior Vice President, Technology Private Equity, Partners Group

Manek Kapur is a Senior Vice President at Partners Group focused on Technology investments and Technology innovation in the Americas portfolio. He has more than fifteen years of experience in a variety of investing and operating roles, mostly focused… Read full bio

Bobbi Kommineni

Operating Partner, Terminus Capital Partners

Bobbi Kommineni is the Operating Partner at Terminus Capital Partners (TCP), a growth-oriented private equity firm focused exclusively on majority investments in B2B software companies. At TCP, she leads a team of experts in sales, marketing, enginee… Read full bio

Punit Kulkarni

Vice President, Private Equity, Persistent Systems

As a private equity leader Persistent Systems, Punit collaborates with operating partners to create value for their portfolio company investments through modernization, faster go-to-market and digital transformation. With deep experience in bringing… Read full bio

Karl Meyer

Managing Director and Head of Portfolio Operations, Digital Alpha

Mr. Meyer has been a business development and operational leader in Silicon Valley at both growth stage and large companies for over two decades, during which he and Mr. Shrotri have worked together twice before. At Incorta, Mr. Meyer started the bus… Read full bio
Declan Morris

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Declan Morris is a Transformation Advisor to Private Equity firms and their portfolio companies. Prior to joining AWS, Mr. Morris spent six years at Splunk where he served as CIO during an intensive hyper-growth period that saw revenues soar tenfold.… Read full bio

Lee McCabe

Operating Partner, AEA Investors

Lee is an Operating Partner on AEA’s Middle Market Private Equity team. In his role, he is primarily focused on working with portfolio companies to assess, develop and build value creation via digital initiatives. He also facilitates sharing of digit… Read full bio

Martin Mumford

Operating Partner, Angeles Equity Partners

Martin is an Operating Partner at Angeles Equity Partners. He is responsible for the evaluation and due diligence of new investment opportunities, driving post-close transformation and providing oversight across portfolio investments. Prior to joinin… Read full bio

Jim Lott

Managing Director, Peak Growth Consulting, Peak Rock Capital

Jim is a Managing Director of Peak Growth Consulting/Peak Rock Capital. Prior to joining the firm he served as CIO/Operating Executive at GTCR, where he led portfolio initiatives focused on investments and operations across the technology sector. He… Read full bio

Andy Pickens

Managing Director, Data & Digital Transformation, APPS, Apollo Global Management

Mr. Pickens joined Apollo in 2018 and serves as Managing Director, Data & Digital Transformation within the Apollo Portfolio Performance Solutions team. In this capacity, Mr. Pickens works closely with investment teams and management teams to def… Read full bio

Eli Potter

CIO as a Service, Insight Partners

Eli Potter is a Vice President of IT Systems and Data at Insight Partners, advising startups on enterprise applications at scale. She has a proven history of building capabilities that transform technology into critical business value. Two of her man… Read full bio

Ravi Ravikumar

Operating Partner, Cota Capital

As an operating partner with Cota Capital, a premier technology investment firm, Ravi enjoys working with portfolio companies in making an impact in three key areas: Sales excellence and execution, value definition/customer engagement, and leadership… Read full bio

Neil Roseman

Technologist-in-Residence, Summit Partners

As Technologist-in-Residence, Neil works closely with the Summit team and our portfolio companies to assist with engineering organization design and architecture strategy. He brings over 20 years of experience in building high-scale software and web… Read full bio

Neal Sainani

Practice Director, K1 Investment Management

Neal Sainani is a Practice Director for K1 Operations. Within K1’s portfolio, he is responsible for providing leadership on product strategy initiatives, including pricing, product growth, market insights and integration planning. Neal also leads the… 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

Frederick Shaw

Chief Risk Officer, Hamilton Lane

Fred, along with his team, is responsible for Hamilton Lane’s domestic and international regulatory compliance and risk management programs and for ensuring that new business initiatives, offices, products and services are integrated into the firm in… Read full bio

Richard Spencer

Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

Richard is the architect of the Kamylon Management System and has led portfolio management for the Firm for 15 years. Richard has over thirty five years of experience as a private equity investor, serial board member, general manager and consultant.… Read full bio

Venkat Sreenivasan

Director, AlixPartners

Venkat is passionate about front-to-end operating model design and optimization. He specializes in go-to-market strategies across product portfolio, sales, marketing, and back-office optimization, including shared services and outsourcing. Clients in… Read full bio

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

Juliane Stephan is a Director at Incline Equity Partners. Juliane’s career has been focused on identifying opportunities and crafting strategies for the adoption of technology innovation across industrial, consumer goods, and business services compan… Read full bio

Jeffrey Stone

Managing Director, Head of Growth Portfolio Operations, Sixth Street

Jeffrey joined Six Street Growth as Managing Director and Head of Portfolio Operations in 2022. He brings to the firm a broad experience leading high growth SaaS businesses. Jeffrey has worked extensively with the private equity and venture capital c… Read full bio
Brad Strahorn, Thompson Street Capital Partners

Brad Strahorn

Director, Portfolio Support Group, Thompson Street Capital Partners

Mr. Strahorn has served in a variety of operations roles since joining TSCP in 2005. Currently, he provides analytical, operational, and organizational resources and support to TSCP and portfolio management teams to help identify and execute on value… Read full bio

Anders Thulin

Head of Digital Practice, Triton Partners

Anders leads the Digital and Technology Practice. He joined from Ericsson, where he was Senior Vice President and CIO and Chairman of the LatAm Region. As former Senior Partner and Director of McKinsey &; Company, he led the global High Tech and… Read full bio

Menno Veeneklaas

General Operating Partner, Allegro Funds

Menno is a General Operating Partner with Allegro Funds, a mid-market private equity fund which specialises in hands-on turnaround investing in Australia and New Zealand. Allegro Funds has $3.2 billion of AUM and currently manages a portfolio of 11 c… Read full bio

Sanjay Verma

Managing Director, AlixPartners

Sanjay has over 25 years of experience in the technology industry, with deep expertise in growth, innovation, disruption, and transformation. Sanjay specializes in innovation-led growth strategy, focused on understanding customer demand evolution, co… Read full bio

Andrew Vittetoe

Private Equity – Technology, Partners Group

Andrew Vittetoe is an Associate Vice President at Partners Group focused on Technology investments and value creation in the Americas portfolio, including responsibility for portfolio cybersecurity and digital initiatives. He has over 8 years of expe… Read full bio
Sarah Walker

Sarah Walker

AVP, Global Head of Private Equity Practice, Salesforce

Sarah Walker is the VP, Global Head of Private Equity Practice at Salesforce. Her team’s remit is to build strategic partnerships with the Private Equity community, supporting and accelerating our partners’ portfolio companies and acquisitions to ach… Read full bio

Carsten Weber

Technology Director, The Sterling Group

Carsten joined Sterling in 2021, bringing over 20 years of technology experience in various leadership roles in both industry and consulting, including most recently as Director of PMO and ERP Transformation at Enbridge. In his role as Technology Dir… Read full bio

Tim Ziemann

Senior Manager, Transformation, Grant Thornton

Tim Ziemann leads the IT Lifecycle M&A solution area for Grant Thornton’s Transformation practice with responsibilities for business development, client service, marketing and practice development. He has advised several Fortune 500 executives an… Read full bio

Venue and hotel

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

View the venue

marriott
To reserve your room at the hotel please use the link below or call reservations & mention PEI Operating Partners Forum at +1-800-228-9290 before May 25.

Reserve your room

Explore our exclusive operating partner only 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 operating partners. Explore the various interactive working groups, think tanks, breakfast sessions and receptions to discuss emerging topics in value creation and network with your peers.

Pre-event networking reception 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.

To RSVP or get your invitation, email Lawrence.d@peimedia.com

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.

To RSVP or get your invitation, email Lawrence.d@peimedia.com

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).