Unlocking the next frontier in digital value creation

On day two of the San Francisco Forum, PEI’s Operating Partners Technology Forum gathers an elite crowd of tech value creators in PE and VC portfolio operations.

In an increasingly digital world, our community of operating partners will discuss and debate strategies and actions at a critical time in the economic cycle to deliver growth through technology.

Get a firm grasp on tech transformation and innovation initiatives, and discuss the best digital strategies in impacting returns with a concentration of digital operating partners, C-level executives, suppliers, and resources.

“As a serial CTO turned Operating Partner, I really enjoyed meeting and hearing from my peers who have had a similar career journey.”

David Rowley

Technology Operating Partner, Diversis Capital

Carve your niche in technology operations

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

Operating Partners Forum: Asia

Learn key technology strategies to create value

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

Network with top PE
and VC tech value creators

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

2023 agenda highlights

  • Digitally enabled commercial effectiveness and transformations
  • AI as a key element of value creation
  • Tech value creation playbooks in the current economy
  • Uncovering future trends in tech and how they will impact PE portfolio operations
  • What makes a great digital/tech operating partner?
  • IT strategic roadmaps: preventing roadblocks and sharing initiatives across the investment lifecycle
  • And much more…

Connect with the leading tech operating partner network:

Accel-KKR
Accordion Partners
Acertitude
AEA Investors
AlixPartners
Altamont Capital Management
Alvarez & Marsal
Amazon Web Services (AWS)
American Pacific Group
Angeles Equity Partners
Apollo Global Management
BCI
Bloom Equity Partners
Blue Point Capital Partners
BluWave
Bregal Investments
Cerberus Capital Management
Charlesbank Capital Partners
Chief Outsiders
Clayton Dubilier & Rice
Cold Bore Capital Management
Consero Global
CoreTrust
Corsair Capital
Costanoa Ventures
CPE
Davidson Kempner Capital Management
Deloitte
Diversis Capital
Entromy
EQT Partners
FFL Partners
Frazier Healthcare Partners
FTV Capital
General Atlantic
Generation Capital
Genstar Capital
GI Partners
Goldman Sachs
Graham Partners
Grain Management
Grant Thornton
GrowthCurve Capital
H.I.G. Capital
Hellman & Friedman
Highview Capital
Huron Capital Partners
Incline Equity Partners
Insight Partners
Kelso & Co
KKR
Luminate Capital Partners
Mainsail Partners
Maple Street Advisors
Marlin Operations Group
Mercury Partners
Mubadala
New Harbor Capital
Newlight Partners
New Mountain Capital
NGP Capital
Norwest Venture Partners
Oaktree Capital
OGCI Climate Investments
ORIX Capital Partners
Palladium Equity Partners
ParkerGale Capital
Parthenon Capital Partners
Peak Growth Consulting
Permanent Equity
Plandek
Pollen Street Capital
Portfolio Advisors
PPC
PwC
Rackspace
Resurgens Technology Partners
RKON
Roark Capital Group
RSM
Sage Intacct
Sagemount
Salesforce
Saragossa
SaxeCap
Searchlight Capital Partners
Serent Capital
Shamrock Capital Advisors
Silver Lake
Simon-Kucher
SkyKnight Capital
SoftBank
Southfield Capital
Strattam Capital
Sumeru Equity Partners
Sumitomo Corporation of Americas
Summit Partners
Sunstone Partners
Symphony Technology Group Partners
TCG
TELEO Capital
Telstra Ventures
Teneo
The Sterling Group
Tipalti
TowerBrook
TPG
True Wind Capital
TSG Consumer Partners
Upwork
Vector Capital
Veritas Capital
Warburg Pincus
Welsh, Carson, Anderson and Stowe
West Monroe Partners
Zscaler

2023 speakers

View all speakers
View all speakers

Join the two-day value creation event

Transform your operations at the largest West Coast event for value creation.

 

Learn more


The leading West Coast value creation event
Day 1

View agenda


Unlocking the next frontier in digital value creation
Day 2

View agenda

2023 agenda

Day 1
View agenda page

Agenda

Day 2 - Thursday 8th

07:30 - 09:15

Registration and breakfast

07:45 - 08:30

Technology deep dive breakfast discussion (for operating partners only) — Digitally enabled commercial effectiveness and transformations: operating partners share strategies and perspectives

Yale Kwon, Hoyoung Pak, Saurabh Singh

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

  • Innovative approaches for working with portco leadership to maximize value creation and returns
  • Best practices for operating partners to build Al/ML capabilities focused on digitally enabled commercial effectiveness, including hiring digitally savvy leaders, and implementing effective change management programs to embrace digital commercial innovation
  • Case examples of tools and success stories of digitally enabled commercial transformation

Facilitators:
Yale Kwon,
Director, AlixPartners
Hoyoung Pak, Partner and Managing Director, AlixPartners
Saurabh Singh, Director, AlixPartners

A speaker photo for Yale Kwon

Yale Kwon

Partner, AlixPartners

Read bio
A speaker photo for Hoyoung Pak

Hoyoung Pak

Partner and Managing Director, AlixPartners

Read bio
A speaker photo for Saurabh Singh

Saurabh Singh

Partner, AlixPartners

Read bio
08:30 - 09:15

Think tanks for full-time operating partners — tech value creation war rooms (for operating partners only)

Geoffrey Baird, Misha Logvinov, Milo Sprague

Invitation-only think tanks 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. Please select one of the two rooms:

Room 1: Tech value creation playbooks in the current economy

Facilitator:
Geoffrey Baird, Independent Operating Executive, Palladium Equity Partners

Room 2:  Future trends in tech and how they will impact PE/VC portfolio operations

Facilitators:
Misha Logvinov, Director, Mubadala Performance Partners, Mubadala
Milo Sprague, Chief Technology Advisor, FTV Capital

 

Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

Read bio
A speaker photo for Misha Logvinov

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Read bio
A speaker photo for Milo Sprague

Milo Sprague

Chief Technology Advisor, FTV Capital

Read bio
09:15 - 09:30

Chairman’s welcome

Tim Sanders

Tim Sanders, Vice President of Client Strategy, Upwork

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Read bio
Plenary Sessions
09:30 - 10:10

Operating partner perspectives: tech trends to optimize business performance in a recessionary climate

Mike Cochran, Raj Kushwaha, Chris Satchell , Carsten Weber
  • Operating partners: what does your tech scorecard look like in a downturn? How is your tech playbook changing/evolving in the current macro climate?
  • What can tech and tech operations do to protect EBITDA? What measures and initiatives are most effective? What can and should be automated? How can tech drive more efficiency across functions in your companies to preserve and deliver value in the current environment?
  • Understanding cost optimization and bringing down your tech debt with better processes and new technologies
  • Sharing tech war stories in the current downturn as well as previous downturns to maximize value in the years to come

Moderator:
Mike Cochran, Managing Director, Head of CFO Tech Services, Accordion Partners

Panelists:
Raj Kushwaha, Co-Head of Value Creation and Chief Digital Officer, Warburg Pincus
Chris Satchell, Operating Principal Technology and Digital, Clayton Dubilier & Rice
Carsten Weber, Technology Director, The Sterling Group

A speaker photo for Mike Cochran

Mike Cochran

Managing Director, Head of CFO Tech Services, Accordion Partners

Read bio
A speaker photo for Raj Kushwaha

Raj Kushwaha

Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer

Read bio
A speaker photo for Chris  Satchell

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

Read bio
A speaker photo for Carsten Weber

Carsten Weber

Principal, Highview Capital

Read bio
10:10 - 10:50

AI/ML as a key element of value creation: what does the future hold for PE?

Declan Morris, Cory Eaves, Lucia Soares, Michael Todd
  • How to differentiate between AI and ML
  • Examples where AI/ML have been put to the test along with outcomes
  • With the advent of ChatGPT, what are the risks/challenges with generative AI that PE should consider
  • How to measure the value of AI/ML
  • What kind of impact will AI/ML have on the PE operating model

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

Panelists:
Cory Eaves, Operating Partner, General Atlantic
Lucia Soares, Managing Director and Chief Information Officer, The Carlyle Group
Michael Todd, Operating Executive, Silver Lake

Declan Morris

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Read bio
A speaker photo for Cory Eaves

Cory Eaves

Operating Partner, General Atlantic

Read bio
A speaker photo for Lucia Soares

Lucia Soares

Managing Director and Chief Information Officer, The Carlyle Group

Read bio
A speaker photo for Michael Todd

Michael Todd

Operating Executive, Silver Lake

Read bio
10:50 - 11:30

Leveraging zero trust security in PE to improve cyber resiliency, increase EBITDA and enhance business agility

Akshay Grover, Deron Grzetich, Marcus Tonsmann, Carsten Weber

This panel discussion will focus on key tenets of zero trust, highlight approaches to embrace zero trust in PE portfolio companies and financial benefits of cyber resiliency:

  • Zero Trust: Is it a new cyber security industry buzzword? How to separate noise from true zero trust? What should operating partners and portfolio company CIO/CISOs know?
  • Improve Cyber Resiliency: How to reduce cyber risk, prevent cyber-attacks and drive secure digital transformation at portfolio companies? Where and how to start the journey with portfolio company CIO/CISOs?
  • Increase EBITDA: How a cloud native cyber security platform contributes to both top and bottom line? How can PE portfolio companies reduce infrastructure, network and security costs while providing better user experience?
  • Enhance Business Agility: How zero trust drives accelerated time to value for add-on or carve-out acquisitions?

Moderator:
Akshay Grover,
Managing Director – Global Private Equity Practice, Zscaler

Panelists:
Deron Grzetich, Senior Partner, National Cyber Leader, West Monroe
Marcus Tonsmann, Cybersecurity Program Manager, Hellman & Friedman
Carsten Weber, Technology Director, The Sterling Group

A speaker photo for Akshay Grover

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Read bio
A speaker photo for Deron Grzetich

Deron Grzetich

Senior Partner, National Cyber Leader, West Monroe

Read bio
A speaker photo for Marcus Tonsmann

Marcus Tonsmann

Cybersecurity Program Manager, Hellman and Friedman

Read bio
A speaker photo for Carsten Weber

Carsten Weber

Principal, Highview Capital

Read bio
11:30 - 12:00

Leveraging cloud infrastructure to improve performance, reliability, and scalability

Sachin Satija , Misha Logvinov, Jeffrey Malcolm, Milo Sprague
  • Uncovering cloud transformations success stories at your companies
  • Leveraging cloud to meet business challenges and improve performance, scalability, and reliability
  • Meeting customer requirements to scale as their requirements scale
  • Understanding the shift in looking at cloud spend
  • Public cloud vs private cloud vs. hybrid cloud
  • Multi-cloud vs. single cloud

Moderator:
Sachin Satija, Partner, KPMG

Panelists:
Misha Logvinov, Director, Mubadala Performance Partners, Mubadala
Jeffrey Malcolm, Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management
Milo Sprague, Chief Technology Advisor, FTV Capital

A speaker photo for Sachin Satija

Sachin Satija

Partner, KPMG

Read bio
A speaker photo for Misha Logvinov

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Read bio
A speaker photo for Jeffrey Malcolm

Jeffrey Malcolm

Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

Read bio
A speaker photo for Milo Sprague

Milo Sprague

Chief Technology Advisor, FTV Capital

Read bio
12:00 - 12:20

Networking break

Interactive Working Groups Series 3
12:20 - 13:00

Interactive Working Group 7 (for operating partners only) — Cybersecurity operating partner workshop: dos and don’ts in the modern landscape

Chris Hueneke , Matt Hollcraft

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

  • Cybersecurity in today’s world: how do you define good cybersecurity and what is enough security? How prescriptive are you on cybersecurity?
  • Sharing views on: virtual risk, governance, risk, & compliance, incidence response plans and dealing with breaches, security policies
  • Looking at security starter packs, security programs and controls
  • How to protect new companies and their functional areas of business?
  • Cyber assessments and resource allocation: how is security diligence changing
  • Cost effective portfolio security measures and risk management

Facilitators:
Chris Hueneke, Chief Information Security Officer, RKON
Matt Hollcraft, Operating Partner – Cybersecurity, H.I.G. Capital

A speaker photo for Chris Hueneke

Chris Hueneke

Chief Information Security Officer, RKON

Read bio
A speaker photo for Matt Hollcraft

Matt Hollcraft

Operating Partner – Cybersecurity, H.I.G. Capital

Read bio
12:20 - 13:00

Interactive Working Group 8 (for operating partners only) — PE-leadership team alignment in delivering digital value creation and digital transformations across sectors

Ketan Awalegaonkar, Vikram Mahidhar

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

  • Understanding how to interact with lower mid-market management teams and other management teams that are generally not sophisticated with tech/new tech: how to handle objections due to what is foreign to them
  • What are some of the roadblocks that you encounter and how do you resolve them?
  • How is the C-suite evolving to deliver digital transformations? How do sectors differ? How will CEOs adapt and what does the next generation CEO look like in a more digital world?
  • What skills do you look for in management teams in their ability to effectively lead digital value creation?
  • Sharing war stories in getting management teams up to speed to deliver digital value creation in the current environment and years to come
  • What are you primarily focusing on in achieving alignment with leadership, strategy, and IT teams?
  • Uncovering dos and don’ts in different stages of the lifecycle: what does your digital roadmap for execution look like?

Facilitators:
Ketan Awalegaonkar, Chief Data & Analytics Officer, PwC
Vikram Mahidhar, Data and Digital Transformation Operating Partner, Apollo Global Management

A speaker photo for Ketan Awalegaonkar

Ketan Awalegaonkar

Chief Data and Analytics Officer, PwC

Read bio
A speaker photo for Vikram  Mahidhar

Vikram Mahidhar

Data and Digital Transformation Operating Partner, Apollo Global Management

Read bio
12:20 - 13:00

Interactive Working Group 9 (for operating partners only) — The evolution of digital operating partners: comparing models, networks, and structures

Cory Eaves, Nick Maglaris

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

  • Discussing the breadth and depth of your roles as digital/tech operating partners today and what the role/model will look like in future
  • Sharing how tech operating partners drive value creation: comparing models, networks, teams, structures, and technologies
  • How can tech operating partners drive more efficiency across functions in your companies?
  • How can you improve your value creation process in looking at the overall ecosystem?

Facilitators:
Cory Eaves, Operating Partner, General Atlantic
Nick Maglaris, Vice President – Midmarket Strategic Initiatives, SAP

A speaker photo for Cory Eaves

Cory Eaves

Operating Partner, General Atlantic

Read bio
A speaker photo for Nick Maglaris

Nick Maglaris

Vice President - Midmarket Strategic Initiatives, SAP

Read bio
Lunch
13:00 - 14:00

Networking lunch

Breakout Series V
14:00 - 14:40

Track 12 | Value creation for SaaS companies: keys to success

Shaz Mian, Ryan McMullin, Josh Rogers, Ken Yagen
  • PE operating partner-CEO dynamics: uncovering engagement models that lead to growth and greater value creation
  • Working with and supporting SaaS MRR/ARR growth in the current economy
  • What are your top optimization initiatives, and will AI be a lever? How do you approach transformative technology investment considerations?
  • How can SaaS companies monetize their data to scale or to create multiple revenue streams?
  • Sharing war stories and exposing the biggest challenges in the sector and how to overcome them

Moderator:
Shaz Mian, Equity Principal, RSM US

Panelists:
Ryan McMullin, Operating Principal Accel-KKR
Josh Rogers, CEO, Precisely
Ken Yagen, Senior Vice President, Digital Strategy and Innovation, Warburg Pincus

A speaker photo for Shaz Mian

Shaz Mian

Equity Principal, RSM US

Read bio
A speaker photo for Ryan McMullin

Ryan McMullin

Operating Principal, Accel-KKR

Read bio
A speaker photo for Josh Rogers

Josh Rogers

CEO, Precisely

Read bio
A speaker photo for Ken Yagen

Ken Yagen

Senior Vice President, Digital Strategy and Innovation, Warburg Pincus

Read bio
14:00 - 14:40

Track 13 | Making your tech investment count: how to track and drive R&D ROI

Will Lytle, Jane Moran
  • How important is tech delivery in overall value creation in the current low growth/high cost of capital environment?
  • Understanding R&D ROI, the size of the prize, and the benefits of getting it right – why the focus on R&D ROI?
  • How can operating partners and CTOs concerned about tech ROI in the current low-growth environment get started?
  • How do you track and communicate value created? How does culture drive value creation?

Presenters:
Will Lytle, Chief Operating Officer, Plandek
Jane Moran, CTO, Benevity (Hg portfolio company)

A speaker photo for Will Lytle

Will Lytle

Chief Operating Officer, Plandek

Read bio
A speaker photo for Jane Moran

Jane Moran

CTO, Benevity (Hg portfolio company)

Read bio
Breakout Series VI
14:40 - 15:20

Track 14 | Reshaping value creation from tech due diligence to the first 100 days

Ben Cao, Neil Roseman, Ercan Ucak, Brit Yonge
  • Reframing your tech diligence: how is tech due diligence changing in the current climate?
  • As a digital/tech-focused operating partner, when and how are you engaging with deal teams in the diligence phase?
  • What gaps/challenges are you finding in the first 100 days and how are you filling them?
  • Sharing war stories in measuring/uncovering tech debt in looking at costly old technologies and other risks
  • What is most critical to accurately understand about a company’s technology capabilities pre-deal and what is most critical to plan for after integration?
  • Data for due diligence: assessing the investment through data in looking at potential returns

Moderator:
Ben Cao, Chief of Staff, Symphony

Panelists:
Neil Roseman, Technologist-in-Residence, Summit Partners
Ercan Ucak, Vice President, Cerberus Capital Management
Brit Yonge, Operating Partner, Corsair Capital

A speaker photo for Ben Cao

Ben Cao

Technology Advisor, Seacoast Capital and Vice President, Head of PE & VC, Symphony

Read bio
A speaker photo for Neil Roseman

Neil Roseman

Technologist-in-Residence, Summit Partners

Read bio
A speaker photo for Ercan Ucak

Ercan Ucak

Vice President, Cerberus Capital Management

Read bio
A speaker photo for Brit Yonge

Brit Yonge

Operating Partner, Corsair Capital

Read bio
14:40 - 15:20

Track 15 | The next frontier in data science and advanced analytics in private equity

Roy Nicholson, Tye Howell, Sajjad Jaffer, Miles Rowland , Cathy Tanimura
  • Modern data strategies for portfolio value creation: how to go about developing a data strategy, data governance, what does good look like, how are you getting good data?
  • What do you see as the most influential change in data and analytics in the PE space?
  • Where is the most value being delivered from data/analytics initiatives for your companies in different phases of the lifecycle?
  • How are you working with management teams to adopt analytics and data science? Are you working with data scientists?
  • What are some mistakes/lessons learned that you can share when implementing analytics/ data science with portfolio companies?

Moderator:
Roy Nicholson, National Managing Principal, Digital Transformation, Grant Thornton

Panelists:
Tye Howell, Managing Director, Data and Digital, Blue Point Capital Partners
Sajjad Jaffer, Head of Data, Analytics and Machine Learning, GrowthCurve Capital
Miles Rowland, Head of Data and Analytics, Searchlight Capital Partners
Cathy Tanimura, Vice President, Analytics and Data Science, Summit Partners

A speaker photo for Roy Nicholson

Roy Nicholson

National Managing Principal, Digital Transformation, Grant Thornton

Read bio
A speaker photo for Tye Howell

Tye Howell

Principal, Rubicon Technology Partners

Read bio
A speaker photo for Sajjad  Jaffer

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Read bio
A speaker photo for Miles Rowland

Miles Rowland

Head of Data and Analytics, Searchlight Capital Partners

Read bio
A speaker photo for Cathy Tanimura

Cathy Tanimura

Vice President, Analytics and Data Science, Summit Partners

Read bio
Plenary Sessions
15:20 - 16:00

The future CIO/CTO: working with PE to deliver value creation

Rory Gaston, Greg Kegeles, Julio Palacio, Eli Potter , David Rowley
  • Sharing PE operating partner-CIO/CTO dynamics and engagement models
  • How the CIO and CTO role is evolving: looking at responsibilities within an organization
  • How can CIO/CTOs add value and work with internal teams to drive change
  • Uncovering the importance of discovering and integrating new technologies within portfolio companies
  • Looking at best practices in working with companies in different sectors
  • Buy vs Build – CTO vs CIO
  • Discussing the impact of M&A on technology plus integrating and aligning tech

Moderator:
Rory Gaston, Director, Saragossa

Panelists:
Greg Kegeles, Operating Partner, Digital Transformation, Newlight Partners
Julio Palacio, Chief Technology Officer, Mainsail Partners
Eli Potter,
CIO as a Service, Insight Partners
David Rowley, Technology Operating Partner, Diversis Capital

A speaker photo for Rory Gaston

Rory Gaston

Group Managing Director, Saragossa

Read bio
A speaker photo for Greg Kegeles

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Read bio
A speaker photo for Julio Palacio

Julio Palacio

Chief Technology Officer, Mainsail Partners

Read bio
A speaker photo for Eli Potter

Eli Potter

CIO as a Service, Insight Partners

Read bio
A speaker photo for David Rowley

David Rowley

Technology Operating Partner, Diversis Capital

Read bio
16:00 - 16:40

What makes a great digital/tech operating partner?

Rohini Williams, Gilad G. Amir , Sebastien Bilodeau, Vikram Mahidhar, Lee McCabe
  • Building out tech operating teams: how operating partners add value in working with other partners throughout the lifecycle
  • What are the top tech trends you believe operating partners should be paying close attention to, and why?
  • Uncovering success stories in partnering with the deal teams and engaging with management teams
  • Looking at reasons for success and failure in the tech operating partner role
  • How will the tech operating partner role evolve over the next 5 years? What will the tech operating partner of the future look like?
  • How tech operating partners work differently in different markets

Moderator:
Rohini Williams, Global Head – Private Equity, Infosys

Panelists:
Gilad G. Amir, Digital Operating Partner, Pollen Street Capital
Sebastien Bilodeau, President, Cerberus Technology Solutions, Cerberus Capital Management
Vikram Mahidhar, Data and Digital Transformation Operating Partner, Apollo Global Management
Lee McCabe, Operating Partner, AEA Investors

A speaker photo for Rohini Williams

Rohini Williams

Global Head of Private Equity, Infosys

Read bio
A speaker photo for Gilad G. Amir

Gilad G. Amir

Digital Operating Partner, Pollen Street Capital

Read bio
A speaker photo for Sebastien Bilodeau

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Read bio
A speaker photo for Vikram  Mahidhar

Vikram Mahidhar

Data and Digital Transformation Operating Partner, Apollo Global Management

Read bio
A speaker photo for Lee McCabe

Lee McCabe

Operating Partner, AEA Investors

Read bio
16:40 - 16:45

Closing remarks and end of conference

Explore our exclusive operating partner only networking

Expand your relationships and build your network with our operating partner exclusive networking events taking place throughout the Forum. Join our community of the brightest leaders in value creation that will help you in your day-to-day operations.

Pre-conference reception

Tuesday, June 6, 2023

Operating Partners San Francisco and Technology Forum Welcome Reception (invitation-only)

5:30 – 8:00 pm
Venue:
Hotel Nikko Main Lobby, 222 Mason Street

Join the operating partners attending the San Francisco and Technology Forum at our opening reception in the main lobby of Hotel Nikko. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

Hosted by:

         

Pre-conference dinners

Tuesday, June 6, 2023

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

7:30 – 9:00 pm
Venue: KANPAI Lounge, Hotel Nikko, 222 Mason Street

Join us as we welcome the women in PE portfolio operations attending the San Francisco and Technology Forum for a private sit-down dinner to facilitate networking before the conference. Increase your connections and exchange ideas with women leaders in value creation.

Technology Operating Partners Dinner (invitation-only)

7:30 – 9:00 pm
Venue: Restaurant Anzu, Hotel Nikko, 222 Mason Street

Join us as we welcome the digital and tech operating partners attending the Forum for a private sit-down dinner to facilitate networking before the conference starts. Increase your connections and exchange ideas with tech leaders in value creation.

Hosted by:

 

Day 1 lunch and reception

Wednesday, June 7, 2023

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

12:50 – 1:50 pm
Venue: Hotel Nikko, 222 Mason Street

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

Hosted by:

Operating Partners San Francisco Forum Day 1 Networking Reception

5:30 – 6:30 pm
Venue: Hotel Nikko, 222 Mason Street

Our grand reception will allow you to chat and get to know your operating partner peers at the end of the first day of the Forum. Hear what is on everyone’s mind after a full day of valuable insights.

Day 2 breakfast and lunch

Thursday, June 8, 2023

Technology Deep Dive Breakfast (operating partners only)

7:45 – 8:30 am
Venue: Hotel Nikko, 222 Mason Street

This breakfast deep dive discussion designed solely for operating partners will focus on key strategies in digitally enabled commercial effectiveness and transformations.

Hosted by:

Featured interactive discussions & networking opportunities

Think Tanks

The closed-door session led by 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 to learn from experts in functional areas of value creation.

2023 speakers

 

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

Ketan Awalegaonkar

Chief Data and Analytics Officer, PwC

Gilad G. Amir

Digital Operating Partner, Pollen Street Capital

Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Ben Cao

Technology Advisor, Seacoast Capital and Vice President, Head of PE & VC, Symphony

Mike Cochran

Managing Director, Head of CFO Tech Services, Accordion Partners

Cory Eaves

Operating Partner, General Atlantic

Rory Gaston

Group Managing Director, Saragossa

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Deron Grzetich

Senior Partner, National Cyber Leader, West Monroe

Matt Hollcraft

Operating Partner – Cybersecurity, H.I.G. Capital

Tye Howell

Principal, Rubicon Technology Partners

Chris Hueneke

Chief Information Security Officer, RKON

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Raj Kushwaha

Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer

Yale Kwon

Partner, AlixPartners

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Will Lytle

Chief Operating Officer, Plandek

Nick Maglaris

Vice President - Midmarket Strategic Initiatives, SAP

Vikram Mahidhar

Data and Digital Transformation Operating Partner, Apollo Global Management

Jeffrey Malcolm

Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

Lee McCabe

Operating Partner, AEA Investors

Ryan McMullin

Operating Principal, Accel-KKR

Shaz Mian

Equity Principal, RSM US

Jane Moran

CTO, Benevity (Hg portfolio company)

Declan Morris

Declan Morris

Private Equity Transformation Advisor, Amazon Web Services (AWS)

Roy Nicholson

National Managing Principal, Digital Transformation, Grant Thornton

Hoyoung Pak

Partner and Managing Director, AlixPartners

Julio Palacio

Chief Technology Officer, Mainsail Partners

Eli Potter

CIO as a Service, Insight Partners

Josh Rogers

CEO, Precisely

Neil Roseman

Technologist-in-Residence, Summit Partners

Miles Rowland

Head of Data and Analytics, Searchlight Capital Partners

David Rowley

Technology Operating Partner, Diversis Capital

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Chris Satchell

Operating Principal Technology and Digital, Clayton Dubilier & Rice

Sachin Satija

Partner, KPMG

Saurabh Singh

Partner, AlixPartners

Lucia Soares

Managing Director and Chief Information Officer, The Carlyle Group

Milo Sprague

Chief Technology Advisor, FTV Capital

Cathy Tanimura

Vice President, Analytics and Data Science, Summit Partners

Michael Todd

Operating Executive, Silver Lake

Marcus Tonsmann

Cybersecurity Program Manager, Hellman and Friedman

Ercan Ucak

Vice President, Cerberus Capital Management

Carsten Weber

Principal, Highview Capital

Rohini Williams

Global Head of Private Equity, Infosys

Ken Yagen

Senior Vice President, Digital Strategy and Innovation, Warburg Pincus

Brit Yonge

Operating Partner, Corsair Capital

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, please contact Lawrence Dvorchik by email Lawrence.d@pei.group or call +1 646 545 4429.

2023 venue and hotel


Hotel Nikko
222 Mason St
San Francisco, CA 94102

View the venue