This virtual event is now part of the Operating Partners All Access membership

An Operating Partners All Access membership is a new way to keep a global network of operating partners in the know with high-level content and networking across the year.

The Operating Partners Technology Forum is now just one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership.

Learn more

Unlocking the next frontier in digital value creation

For eleven years, Private Equity International has been the leading organizer of events dedicated to PE and VC value creators, with Forums across the globe in New York, San Francisco, London and Singapore gathering over 500 operating partners annually. PEI is now pleased to bring the Operating Partners Technology Forum to uncover deep dive discussions, strategies and initiatives to achieve value creation through technology.

In an increasingly digital world, the Forum will gather 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 crucial time in history to deal with this year’s downturn and reset strategies for growth through technology.

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


2021 Agenda highlights

» Invitation-only think tanks for operating partners to select: The future of digital operating partner models, and third-party tech providers for value creation

» Technology value creation roadmaps throughout the entire lifecycle

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

» Doubling down on cybersecurity

» The role of technology in sales transformation

» 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

» Technology value creation best practices for the exit

» 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 breakfast (invitation-only)

» Innovation: digital initiatives in the fast lane

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

» Digital transformation portfolio company case studies

» Digital and analytical tools to enhance the supply chain

» Profit driven digital marketing and ecommerce

» Leveraging technology and AI for the finance function

» Operating partner-CIO/CTO dynamics

Carve your niche in technology operations

Hear first-hand perspectives on how to further develop your operational skill set by looking at successful PE and VC models.

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.


Experience the Forum on our virtual platform

Watch our guided video for a preview of what you can expect at this year’s virtual conference.

Features include:
» Watch anytime, anywhere
» Schedule 1-to-1 or private group meetings
» On-Demand access for 12 months
» Live Q&A, polling and surveys
» And so much more!

2020 Featured speakers

View all speakers
View all speakers

Download the 2021 agenda to view:

  • Virtual networking opportunities
  • Think tanks
  • Breakout sessions
  • Interactive discussions and live Q&A
  • And much more!

 

2020 attendees included

Arcline Investment Management
Corsair Capital
Costanoa Ventures
EQT Partners
Equity Group Investments
Genstar Capital
GI Partners
H.I.G. Growth Partners
Hellman & Friedman
HGGC
Jump Capital
Kelso & Company
Kleiner Perkins
Naspers Ventures
Neuberger Berman
Oaktree Capital
OMERS Private Equity
OMERS Ventures
Partners Group
Point72 Ventures
Providence Strategic Growth
Redpoint Ventures
Ridgemont Equity Partners
Serent Capital
Strattam Capital
STG Partners
Thoma Bravo
TPG Capital
TPG Growth
Venrock
Welsh, Carson, Anderson & Stowe
XPV Water Partners

Testimonials

VP, Operations

Private Equity Fund

Great conference, excellent organization. I recommend this for every experienced, emerging and aspiring Operating Partner in Private Equity and Venture Capital…

Read full testimonial

Partner and Operational Resource Group Managing Partner

Private Equity Fund

The invite-only think tank provided candid insights into the inner workings of operating partner models across a variety of GPs, from small to mega.

Operating Partner

Venture Capital Fund

This was a great conference and I enjoyed networking with everyone at the event

Your membership includes:

Operating Partners All Access is a service that connects you to the people and resources that can help guide you through today’s ever-changing nuances of doing your job, year-round.

This Forum is one of the many essential updates we’ll give you throughout the year with your Operating Partners All Access membership. All event attendees must be members

Discover best practices and ideas at a critical time for portfolio valuations at the industry’s best virtual event for private equity value creators

All sessions, idea forums and interactive meetings are uniquely designed to solve your toughest challenges during the covid-19 crisis & beyond.

See for yourself how the Operating Partners Technology Forum will work.

Available from anywhere & on-demand for up to 12 months.


Leading thought-provoking operating partner experts — all NEWLY updated!

Without ever leaving the comfort and security of your home, you can enjoy ALL the 100 + value creation experts sharing their practical guidance. Plus, you can participate in audience Q&A, polls, and download content and papers with just a few clicks

You also get:

  • Built-in calendar to create your own daily schedule so you don’t miss your favorite sessions
  • Automated reminders
  • Polling and surveys
  • On-demand playback gives you access to sessions for up to 12months

Network & build key relationships

Online networking can never replace face-to-face interaction, but done right, it can provide a very effective way for people to build their professional relationships and knowledge. At an in-person event, you get 2 days of engagement. With the Operating Partners Technology Forum, you get an active virtual community.

Take advantage of these benefits:

  • Attendee and Operating Partner directories: Use our searchable directory of our delegates, solution providers and speakers, so you can quickly find the right people and companies to connect with.
  • Private messaging: Reach out privately and directly online (without having to expose email and phone number to “the world”)
  • Virtual Meet-ups: Pre-schedule multi-person video conferences or one on one type meetups, allowing you to connect and talk about topics of interest.

Meet with the country’s leading solution providers in our virtual tradeshow

Just like any convention, you have the opportunity to meet with exhibitors and sponsors, browse the trade show, and chat with solution providers. You get all these features without ever stepping outside your front door. A searchable keyword index helps attendees you find the exhibitors and sponsors who are most relevant.

Other features include:

  • Virtual tradeshow: See what solutions and ideas exhibitors and sponsors provide to help you better serve your employees and your members.
  • Automated reminders
  • Online meetings with exhibitors: Easily “request information” from exhibiting companies and share your information similar to having your badge scanned at a live event.

 

2021 Agenda

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

*Please Note: All session times listed are Eastern Time (ET)

Day 1 Day 2
View agenda page

Agenda

Day 1 - Thursday 3rd

Morning discussions & welcome remarks
09:00 - 10:00

Operating partners portfolio operations breakfast discussion (invitation-only)

Hosted by:

10:00 - 10:55

Invitation-only think tank for full-time operating partners: value creation war room

This closed-door virtual room is a deep dive session into utilizing technology as a key value creation enabler. It is an opportunity to learn and share best practices for operating partners. The think tank will allow you to submit topics to be covered in one of the tech rooms you select:

Think Tank Room 1 The future of digital operating partner models

Think Tank Room 2 Third-party tech providers for value creation

10:55 - 11:00

PEI’s welcome and opening remarks

Plenary sessions
11:00 - 11:40

Technology value creation roadmaps throughout the entire lifecycle

  • How to develop an effective tech strategy roadmap: pre-acquisition, 100 days, and exit
  • Achieving alignment with leadership, strategy, IT teams, and tech capabilities
  • Which areas are most often misaligned and how do you address the issues created by these misalignments?
  • Finding gaps in the first 100 days
  • Technology strategic roadmap execution – typical challenges, best practices for execution, and related mitigation strategies?
  • Tech playbooks: what works and what doesn’t?

Moderator:
Jeffrey Klein, Managing Director, Alvarez & Marsal

11:40 - 12:20

Tech’s trillion-dollar war for talent: lessons and opportunities for PE investors

  • Amazon, Microsoft, Apple and Google’s trillion-dollar war for talent and implications in recruiting strategy for PE backed companies
  • Overcoming the challenges of scarcity in tech talent, attracting, retaining, and supporting tech talent in the current environment
  • What are the biggest pain points of hiring and onboarding 100% remotely?
  • Leveraging tools and resources to drive hiring
  • What strategies are leading PE portfolio companies utilizing to find great tech talent?

Panelists:
Paul Zuber, Operating Partner, Thoma Bravo

12:20 - 13:00

Cybersecurity: opportunity and peril

Misha Logvinov
  • First-hand stories in dealing with cybersecurity breaches
  • Examples of attacks targeting remote workforces, data, supply chains, applications, and platforms
  • How to allocate resources to it: what is enough security? how is security diligence changing?
  • What processes ensure security? What are the steps? How to recover?

Moderator:
Beth Musumeci, Managing Director, AlixPartners

Panelists:
Misha Logvinov, Managing Director and Head of IT Strategy, EQT Partners
Brad Strahorn, Director, Portfolio Support Group, Thompson Street Capital Partners

A speaker photo for Misha Logvinov

Misha Logvinov

Managing Director & Head of IT Strategy, EQT Partners

Read bio
13:00 - 13:30

The role of technology in the future of selling

Michael Smith
  • Where are we now? What has happened over the past 6-12 months? What have been the most important levers, e.g., roles, segmentation, coverage, messaging, comp, etc.
  • Role of tech in the digital transformation of sales, e.g., world class prospect-to-cash process
  • The do’s and don’ts – successes and disasters on the journey

Moderator:
Michael Smith, Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

Michael Smith

Michael Smith

Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

Read bio
Virtual networking lunch and extended live Q&A
13:30 - 14:00

Virtual networking lunch and extended live Q&A

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1

Interactive Discussion 2

Interactive Discussion 3

Interactive Discussion 4

Breakouts 1
14:00 - 14:40

Track 1 — Innovation: digital initiatives in the fast lane

  • Digital innovation for customer experience to drive business outcomes
  • Digital innovation for new demand testing: taking advantage of research tech to build your product roadmap
  • Digital innovation for scalability to sustain growth and expand your portcos’ teams to meet demand; corporate tools and process innovation need to keep up with product innovation
  • Digital innovation as a means to build diversity: remote work drove the creation of new apps and tools that allow your operating partners to build diverse teams wherever the talent is located
  • Digital innovation as a means to build resilience: technology to help your portfolio overcome pandemics or survive economic crises, digital knowledge sharing to minimize the impact of layoffs or turnover

Moderator:
Gerard Keating, Chief Technology Officer, Globalization Partners

Panelists:
Raj Kushwaha,
Managing Director, Digital Strategy and Innovation, Operating Partner and Chief Digital Officer, Warburg Pincus

14:00 - 14:40

Track 2 — Technology value creation best practices for the exit

Breakouts 2
14:40 - 15:20

Track 3 — The next frontier in data science and advanced analytics in private equity

  • What do you see as the most influential change in data and analytics in the PE space?
  • To what extent are data/analytics initiatives like AI being included in deal theses when acquisitions are being considered?
  • Sharing use cases and approaches to data strategy to grow topline
  • Where is the most value being delivered from data/analytics initiatives across your companies? How do you prepare your organizations to effectively use data?
  • How do integrate data science and advanced analytics across the business, not just in one specific department?
  • What are biggest challenges convincing management teams to build data strategy?
  • KPIs, metrics, and data visibility: what are some of the most effective ways in which you have been using data to manage your growing portfolio?
14:40 - 15:20

Track 4 — Tech due diligence done right: critical elements in pre-deal assessments

  • Keys insights from operating partners for successful technology due diligence in partnering with investment teams and target companies
  • What is most critical to accurately understand about a company’s technology capabilities pre-deal?
  • How has the current business environment and the shift to virtual work affected how technology due diligence is being performed?
  • Data, tools, and resources for due diligence

Panelists:
David Jones, Operating Partner, Pollen Street Capital

Networking break and extended live Q&A
15:20 - 15:50

Networking break and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1

Interactive Discussion 2

Interactive Discussion 3

Interactive Discussion 4

Breakouts 3
15:50 - 16:30

Track 5 — Uncovering cloud transformations success stories

  • Key cloud transformation external and internal business aspects
  • Cloud migrations, application transformation, and continuous investment into cloud infrastructure
  • Successful cloud migration transformation case studies: what are the enablers for transition?
  • Looking at the challenges of building and hiring cloud expertise in your companies: how are you dealing with it? What challenges might company culture pose to cloud adoption?
  • Understanding the financial aspects of cloud transformations on revenue and costs

Panelists:
Brian Jawalka, Principal, Portfolio Operations, Product and Technology, TCV

15:50 - 16:30

Track 6 — Enabling a data-driven CFO: driving value via automation and analytics

  • The evolving role of the CFO as the data steward for enterprise performance management
  • Automation in finance and accounting is no longer a debate, but many organizations are still struggling with how
  • An organization’s path from anecdotal and reactive to data-driven and proactive
  • Overcoming the finance and accounting talent crunch with purposeful automation
  • Outlining a clear path to value via data and automation

Moderator:
Ana Minter, Director, Management Consulting, RSM US

Plenary session
16:30 - 17:00

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

  • Using technology to make your processes and businesses more efficient in the current environment and in the years to come
  • Looking at the overlap of tech with other functions in the company (sales, customer support, etc.)
  • Tools and resources to manage the business: what is effective to build your business
  • How would describe your approach when working with portco leadership on technology initiatives?
  • How will the future of work change processes and managing relationships with management virtually? What is the long-term vision in leveraging tech?
  • Understanding the challenges around web-enablement and changes in consumer behavior
  • Recent digital transformation and digital disruption stories within specific industries
Extended live Q&A interactive discussions
17:00 - 17:30

Extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions

Interactive discussion 1

Interactive discussion 2

Interactive discussion 3

Interactive working groups
17:00 - 17:30

Interactive working group discussion: The role of technology in sales transformation (invitation-only)

  • Integration across the revenue journey – e.g., world class prospect-to-cash process
  • Where to leverage tech
  • How to prioritize tech investments/ROI
  • Crafting a realistic roadmap, metrics, expectations

Facilitator:
Michael Smith,
Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

Hosted by:

17:30 - 17:30

End of day 1

Agenda

Day 2 - Friday 4th

Think tanks
09:30 - 10:15

Women in tech interactive breakfast discussion (invitation-only)

This closed-door virtual room discussion will explore what it’s like being a woman focused on PE and VC technology operations for value creation:

  • What are the issues causing a disparity in genders?
  • Exploring career paths, development, and how to position yourself as female tech leaders
  • Is your firm focused on women in tech leadership at portfolio companies?
  • Recruiting female digital/tech talent: creating a more equal playing field across the operating team and your portcos
  • Looking at trends and stats in gender in PE & VC

Facilitator:
Angela Zutavern,
Managing Director, AlixPartners

Hosted by:

10:15 - 11:00

Invitation-only think tank for full-time operating partners: value creation war room

This closed-door virtual session is an opportunity to learn and share how to develop your role as an operating partner. The think tank will allow you to submit topics to be covered in the room. It will allow you to select one of the two rooms:

Room 1

Room 2

Plenary sessions
11:00 - 11:30

Top tech trends for private equity

  • The digital workplace is here to stay
  • Cyber security and data privacy become even more important in a digitally reliant world
  • Global connectivity reshaping the war on talent
  • Automation and artificial intelligence get bigger and better
  • Focus on speed and flexibility leading to rise IT outsourcing
  • Rapid acceleration of digitalization resulting in increased investment in tech

Moderator:
Adam Sheffield,
Chief Revenue Officer, Global Upside

Breakouts 4
11:30 - 12:10

Track 7 — Workforce analytics: leveraging data science with talent/portfolio performance

  • To what extent are you using people analytics to understand your business, make strategic decisions, and drive business processes?
  • AI, metrics and data science for talent development and assessments
  • Tools and innovations in “people data science” to uncover hidden patterns
11:30 - 12:10

Track 8 —Accelerating focused growth: tech strategies for customer retention/success

Adam Echter, Alexandra Lutz
  • Managing customer retention with tech, machine learning, AI
  • Leveraging AI and advanced digital tools to segment your customers and reduce churn
  • Focusing on net retention rate to accelerate growth
  • Empowering your customer success with optimized interactions
  • Uncovering growth stories and early warning signs with operating partners

Moderator:
Adam Echter,
Partner, Simon-Kucher & Partners

Panelists:
Alexandra Lutz,
Managing Director, EQT Partners

 

A speaker photo for Adam Echter

Adam Echter

Partner, Simon-Kucher & Partners

Read bio
A speaker photo for Alexandra Lutz

Alexandra Lutz

Managing Director, EQT Partners

Read bio
11:30 - 12:10

Track 9 — Leveraging technology and AI for the finance function

Virtual networking lunch and extended live Q&A
12:10 - 12:40

Networking lunch and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1

Interactive Discussion 2

Interactive Discussion 3

Interactive Discussion 4

Breakouts 5
12:40 - 13:20

Track 10 — Maximizing your ecommerce, digital marketing, and customer success efforts

Jarrad Berman
  • How to effectively address customers moving to digital
  • Understanding how branding is an extension of customer experience, designing your customer experiences effectively
  • Addressing customer retention with metrics and key initiatives
  • Automation for lead generation
  • Product management, data, and product marketing best practices

Panelists:
Jarrad Berman,
Vice President, Digital Transformation, TZP Group

A speaker photo for Jarrad Berman

Jarrad Berman

Vice President, Digital Transformation, TZP Group

Read bio
12:40 - 13:20

Track 11 — Digital transformation portfolio company case studies

Operating partners will share specific portfolio case studies and war stories in driving and executing digital transformation projects.

Breakouts 6
13:20 - 14:00

Track 12 — Digital and analytical tools to enhance the supply chain

13:20 - 14:00

Track 13 — The next level of implementing AI/ML for value creation

  • Getting a pulse check on AIML: what is real?
Networking break and extended interactive live Q&A
14:00 - 14:30

Networking break and extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions, or connect with conference attendees and sponsors via the video chat function one-on-one or as a small group

Interactive Discussion 1

Interactive Discussion 2

Interactive Discussion 3

Interactive Discussion 4

Breakouts 7
14:30 - 15:00

Track 14 - SaaS companies: reducing costs and unlocking hidden value

Hal Polley
  • What does a sophisticated RevOps function look like? And why is the RevOps model a critical growth-hack for SaaS companies?
  • Following a series of acquisitions and roll-ups, how can the “Frankenstein” SaaS business efficiently clean up its tech stack?
  • How can the office of the CFO consolidate unit economics to reduce operating contracts? (e.g. cloud providers)
  • What is “Development Velocity Excellence” and how can sponsors work with management to achieve it?
  • How can SaaS companies monetize their data to scale from a single format product to an autonomous, commercial platform with multiple revenue streams?

Moderator:
Hal Polley,
Managing Director and C0-Head of Western Region, Accordion

A speaker photo for Hal Polley

Hal Polley

Managing Director, Accordion

Read bio
14:30 - 15:00

Track 15- Technology M&A integration best practices: key steps for PE and their portcos

Plenary session
15:00 - 15:30

Operating partner-CIO/CTO dynamics

Manek Kapur
  • How is the CIO and CTO role evolving? How are backgrounds/required skills changing?
  • Cooperation and collaboration value creation partnerships: comparing dynamics
  • What are the challenges? How are operating partners influencing CTO decision making?
  • Looking at best practices in working with different types of companies

Panelists:
Manek Kapur, Vice President, TMT and Digital Value Creation, Partners Group

A speaker photo for Manek  Kapur

Manek Kapur

Vice President, TMT and Digital Value Creation, Partners Group

Read bio
Extended live Q&A
15:30 - 16:00

Extended live Q&A interactive discussions

Please use this time as an opportunity to join one of the interactive discussions

Interactive discussion 1

Interactive discussion 2

Interactive discussion 3

16:00 - 16:00

End of conference

2020 Speakers

Interested in speaking at this year’s Forum? Please contact Marc Mele at marc.m@peimedia.com or call +1 646 581 9295.

Gilad G. Amir

Digital Operating Partner, Pollen Street Capital

Gilad joined Pollen Street Capital in May 2018 as the in-house tech entrepreneur and has been focusing on supporting the portfolio companies with their digital transformation activities. Prior to PSC, Gilad was the Head of Fintech at Lloyds Banking G… Read full bio

Erik Anderson

Senior Director, M365 Workplace Intelligence, Microsoft

Erik Anderson has helped lead the launch and evolution of Microsoft's M365 insights products, Workplace Analytics and MyAnalytics. He currently leads a team responsible for research and incubation efforts working with customers, Microsoft Research, a… Read full bio

David Appel

Head, Subscription and SaaS Vertical, Sage Intacct

David Appel is passionate about creating go-to-market models selling to the office of the CFO. Over time he has developed a series of sales organizations that have generated over $20B in market capitalization via IPO or M&A for his clients, focus… Read full bio

Aswatha Amarnath

Senior Vice President, Strategic Engagements and Sales Strategy, Wipro

Aswatha Amarnath (Amar) is a Senior Vice President at Wipro. He is head of Global Sales Operations. He has three other global responsibilities: 1) he leads Wipro’s efforts in helping pre-IPO companies and Unicorns scale; 2) he leads Wipro’s business… Read full bio

Karthik Balu

Technology Advisor, TPG Capital

Karthik has 18+ years of Technology experience ranging from Product Development, Delivery, Quality Engineering, Architecture and DEVOPS with focus on Architecture, Design, Performance & Scalability. As Technology Advisor at TPG (part of Field Ope… Read full bio
Jim Barnes

Jim Barnes

CEO, enVista

As CEO of enVista, Jim Barnes leads the only retail software solutions and consulting services firm with the depth and breadth of capability to truly optimize and unify both physical and digital commerce end-to-end, from order capture through fulfill… Read full bio

Patrick Beatty

Senior Director, Strategic Product Analytics, Naspers Ventures

Patrick is a Senior Director for Naspers/Prosus, one of the largest venture capital groups globally with investments in societal needs in the developing world and elsewhere. He has more than 20 years of experience in analytics, data, and data science… Read full bio

Jarrad Berman

Vice President, Digital Transformation, TZP Group

Jarrad Berman joined TZP Group in September 2019. Prior to TZP, he was the Global Head of Ecommerce Marketing at Facebook. At Facebook, Jarrad worked with Fortune 500 companies and digital disruptors across ecommerce, retail, tech/telco, restaurants,… Read full bio

Dave Beuerlein

Operating Partner, Khosla Ventures

Dave is an Operating Partner at Khosla Ventures, where he works with portfolio companies on all matters related to talent. Most recently, Dave built and led the executive recruiting function at Google, responsible for all executive hiring globally ac… Read full bio

Ragu Bhargava

CEO, Global Upside

Ragu is the Co-Founder and CEO of Global Upside, which is part of the Global Upside Corporation, a conglomerate of brands that provide a comprehensive range of staffing, PEO, incorporation, human resources, accounting, payroll, and M&A services i… Read full bio

Neel Bhatia

Operating Partner, Talent and ESG, Arcline Investment Management

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

Ted Bililies

Managing Director and Chief Talent Officer, AlixPartners

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

Travis Bryant

Partner, Head of Founder Experience, Redpoint Ventures

Travis joined Redpoint Ventures in 2019 and is a partner leading Founder Experience. In this newly created role, Travis will support our founders from initial contact through the entire journey to successful exit. Founder Experience will focus on pro… Read full bio

David Buckley

Operating Partner, General Atlantic

David Buckley is an Operating Partner at General Atlantic and leads the firm’s Insights Group, which integrates market research, data science, and revenue acceleration efforts across the firm’s global investment program at every stage in the investme… Read full bio
Daniel Burke Amazon Web Services

Daniel Burke

Global Lead, Artificial Intelligence and Machine Learning, Private Equity, Amazon Web Services (AWS)

Daniel is the global lead of Artificial Intelligence and Machine Learning for Private Equity at AWS. In this role, Daniel advises private equity funds and their portfolio companies on the successful application of AIML to drive business performance.… Read full bio

John Cacavias

Partner, Liberty Advisor Group

Mr. Cacavias is a partner and the head of private equity with Liberty Advisor Group and has 13+ years of technology and management consulting experience primarily focused on technology strategy, M&A integration, and complex program management. Th… Read full bio

Peter Carroll

Operating Partner, Jump Capital

Pete Carroll is an Operating Partner at Jump Capital, a venture capital firm based in Chicago. He has operated, advised, and held board seats at a number of Jump’s portfolio companies including deep engagements in executive roles (CEO and CFO). His g… Read full bio

Dale Chang

Operating Partner, Scale Venture Partners

Dale is the Operating Partner at Scale Venture Partners. In his role, Dale is a resource for guidance on evolving go-to-market strategies as well as providing best practices and benchmarks across the portfolio. Previously, Dale was a Director at the… Read full bio
lily chang

Lily Chang

Chief Portfolio Services Officer, Leonard Green & Partners

Lily joined LGP in 2004. As Chief Portfolio Services Officer, Lily leads LGP’s collaborative efforts with portfolio company management teams. Lily currently serves on the Board of Directors of JOANN Stores. Prior to LGP, she worked at Nissan North Am… Read full bio
Douglas Chey

Douglas Chey

Chief Portfolio Technology Officer, Leonard Green & Partners

Doug joined LGP in 2017 as Chief Portfolio Technology Officer. As a member of the Portfolio Services team, Doug focuses on technology-related collaboration with portfolio companies. Prior to LGP, Doug worked at Hyperloop One as SVP of Systems Technol… Read full bio

Susan Clark

General Partner, Portfolio Operations, TCV

Background Susan joined TCV in 2019 as a General Partner, Portfolio Operations, to stand up the advisory and operating organization to drive value across the portfolio. She works with investment teams, CEOs, and senior portfolio leadership on busines… Read full bio

Brian Cohen

Operating Partner, Altamont Capital Partners

Brian Cohen currently serves as an Operating Partner at Altamont Capital Partners where he focuses on the insurance and financial services industries. Brian formerly served as the President and CEO and a member of the Board of Directors of Pacific Sp… Read full bio

Jody Cordeiro

Director, AlixPartners

Jody is a technology leader with more than 25 years of experience with top-tier management consulting firms and in industry. She blends world-class technology strategies with industry leadership expertise to provide significant value and deliver resu… Read full bio

Ben Cox

Operating Principal, Sumeru Equity Partners

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

Hubert Dagbo

Portfolio Manager, Development Partners International (DPI)

Hubert Dagbo is a Portfolio Manager at Development Partners International, a $1.6bn Africa focused private equity fund. With a focus on technology and digitalisation value creation projects across the portfolio, he has led the eCommerce channel devel… Read full bio

Romit Dey

Partner, PwC Consulting

• Romit is PwC’s national lead for the XaaS (Anything as a Service) practice, focused on revenue growth through digital/ subscription & consumption business models. He has expertise in new @Service (SaaS/ PaaS/ IaaS) business models and scalabili… Read full bio

Carrie DiLauro

Director, Operations, Hamilton Robinson Capital Partners

Carrie DiLauro is the Director of Operations at Hamilton Robinson Capital Partners. She joined HRCP in 2009 and brings over 25 years of experience in global manufacturing and finance. She is responsible for a wide scope of operations management for t… Read full bio

Milos Djokovic

CEO and Managing Director, Eventus Solutions Group

Milos Djokovic is a co-founder, CEO, and Managing Director of Eventus Solutions Group, LLC. He is a highly regarded industry expert in contact center, customer experience, CRM applications, telephony communications channels, cloud computing, and netw… Read full bio

Alpna Doshi

Operating Partner, Thoma Bravo

Alpna J. Doshi is a Board Member & Operating Partner at Thoma Bravo. She is also the former Chief Digital Officer of Riverbed Technology and the former Global Chief Information Officer of Royal Philips. Doshi owned Riverbed’s business agility wit… Read full bio

Adam Echter

Partner, Simon-Kucher & Partners

Adam Echter is a Partner based in Simon-Kucher’s Silicon Valley office. He brings two decades of B2B sales & pricing experience across manufactured goods, industrial equipment and technology industries. Adam has built pricing & sales organiza… Read full bio

Mark Emery

Partner, Co-Head of the Operations Management Group, The Jordan Company

Mark Emery is a Partner and the Co-Head of the Operations Management Group of The Jordan Company. He is also a member of the firm’s Executive Committee. Mark joined TJC in 2008. Prior to TJC, he was President and Chief Executive Officer of Northstar… Read full bio

Glenn Engler

EY-Parthenon Global Digital Leader, Americas Strategy and Transactions Digital Strategy Leader, EY

► Glenn is a Managing Director at EY-Parthenon, specializing in growth strategy, marketing strategy, brand development, and new business innovation in several industries, including technology, media, telecommunications, retail, and automotive. In add… Read full bio

Sean Epstein

SVP and Global Head of Private Equity, SAP

Sean Epstein is SVP and Global Head of the SAP Private Equity Team. His team handles all strategic partnerships and initiatives with Private Equity funds, Institutional Investors, & Family Offices and helps drive portfolio companies’ success thro… Read full bio

Kingchih Fan

Operating Partner, The Riverside Company

Kingchih Fan is currently an Operating Partner with The Riverside Company. He is a serial entrepreneur, operator and investor who has owned 4 companies in the past ten years (LiftDNA, OpenX, iGOTHAM, SIB). Prior to Riverside, he was most recently the… Read full bio

Ignacio Giraldo

Partner, TPG Growth

Mr. Giraldo is a Partner with TPG Growth and TPG Rise in San Francisco. As a member of the Business Building team, he focuses his time on consumer goods, retail, the circular economy and ed-tech. Prior to joining TPG, Ignacio worked in management con… Read full bio
faton gjuka

Faton Gjuka

Operating Principal, Sumeru Equity Partners

Faton Gjuka is an Operating Principal focused on Product Leadership and Go-to-Market Acceleration of the firm’s software company investments. He has more than fifteen years of product management and sales & marketing experience. Faton joined Sume… Read full bio

Chris Goodall

Founder - CG Consultancy and Technology Value Add Pyramid Head, Vitruvian Partners

Director of CG Consultancy, Chris Goodall formerly held senior technology positions for companies such as IBM, UBS Investment Bank and Citigroup and has over 23 years’ technology experience from development through to management. CG Consultancy speci… Read full bio

Michael Frain

Senior Vice President, Shared Services, Warburg Pincus

Michael Frain is based in New York, joined Warburg Pincus in 2008, leads the firm's Shared Services program, which is set-up to help portfolio companies drive strategy and value in areas such as procurement, employee benefits, corporate insurance and… Read full bio
Bruce Grainger

Bruce Grainger

Operating Partner, Francisco Partners

Prior to joining Francisco Partners Consulting, Bruce was a multi-time worldwide sales leader, spanning early-stage and privately held businesses to more mature billion dollar public corporations. He played significant leadership roles in three succe… Read full bio
Asheesh Gupta

Asheesh Gupta

Managing Director, Portfolio Support, Audax Group

Asheesh is a Managing Director for Audax Private Equity, based in Boston. Prior to joining Audax in 2008, Asheesh worked as the Director of Performance Improvement and Supply Chain Management at the Dartmouth-Hitchcock Medical Center. Prior to that,… Read full bio

John Hamm

Operating Partner, Khosla Ventures

John Hamm has a diverse background as a technology CEO, a venture investor, an executive/CEO leadership coach/advisor and a Board member of more than 25 companies. He is an Operating Partner at Khosla Ventures coaching CEOs across the Khosla Ventures… Read full bio

Eddie Hartman

Partner, Simon-Kucher & Partners

Eddie Hartman is a Partner at Simon Kucher’s San Francisco office. He specializes in developing high-growth revenue strategies, conducting effective go-to-market planning, and achieving recurring revenue excellence. Eddie works with small “hypergrowt… Read full bio
Andrew Hampshire Gresham House

Andrew Hampshire

Chief Technology Officer, Gresham House

Andrew Hampshire is the author of Creating Value Through Technology: Discover the tech that can transform your business, published by Bloomsbury November 2020. Andrew is Chief Technology Officer at specialist asset management firm, Gresham House Plc.… Read full bio

Karen Hayward

Managing Partner and CMO, Chief Outsiders

Karen Hayward is a Chief Outsiders Managing Partner and CMO based in the San Francisco Bay Area. She helps technology companies accelerate growth by building and executing strategic marketing programs while driving sales and marketing alignment to de… Read full bio
Kirk Hourdajian Vista Equity Partners

Kirk Hourdajian

Head of ESG and Impact, Vista Equity Partner

Kirk joined Vista Equity Partners in 2020. He oversees Vista’s Environmental, Social and Governance (ESG) program, working with portfolio companies and deal teams to drive value creation initiatives that improve the environment, society and business.… 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

Matt Ibbetson

Principal, Ridgemont Equity Partners

Matt leads Ridgemont’s Portfolio Operations practice. He works across industry verticals to drive value post-closing. Matt’s background in consulting and operations, along with his extensive leadership experience starting in the Navy, makes him well… Read full bio

Brian Jawalka

Principal, Portfolio Operations, Product and Technology, TCV

Brian joined TCV in 2019 as a Principal in the Portfolio Operations team to stand up a Product and Technology Center of Excellence. Brian works with investment teams and portfolio company leadership to identify and implement areas of value creation a… Read full bio
Kevin Jeon

Kevin Jeon

Director of Revenue Optimization, Peak Performance Group, Summit Partners

Kevin is a member of Summit’s Peak Performance Group and works with management teams to identify and execute growth strategies that build long-term value. Most frequently, he collaborates with leadership teams to help expand and drive revenue growth… Read full bio

Monica Johnson

Operating Partner and CFO, NGP Capital

Monica is the Chief Financial Officer of NGP Capital and brings over 25 years of financial experience to the role. Most recently, Monica spent two years providing CFO services to a range of ecommerce, SaaS and Digital Health startups. Prior to that,… Read full bio

David Jones

Operating Partner, Pollen Street Capital

David joined Pollen Street in September 2020 as Operating Partner for Technology. He works primarily with the PSC portfolio companies, focusing on strategic and tactical analysis of their use of digital technology to drive business improvements. Davi… Read full bio

Simon Jones

Operating Partner, Turnspire Capital Partners

Simon Jones is an Operating Partner with Turnspire Capital Partners, a special situations private equity firm in New York. Simon is also Chairman of a legal technology firm, One Discovery, backed by Conversion Venture Capital in New York, and works w… Read full bio

Prital Kadakia

General Partner, Serent Capital

Prital 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 and earnings impact. Prital's work with por… Read full bio

Manek Kapur

Vice President, TMT and Digital Value Creation, Partners Group

Manek Kapur is an 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 on Te… Read full bio

Brian Kasser

Talent Partner, Welsh, Carson, Anderson and Stowe

Mr. Kasser is the Talent Partner for the WCAS technology team. Focusing on executive talent strategy and management, he is responsible for helping WCAS’s technology companies to build outstanding leadership teams. He brings to WCAS more than a decade… Read full bio

Bruce Kenny

Operating Executive, Evergreen Coast Capital

Bruce is an Operating Executive at Evergreen Coast Capital, engaged as an independent consultant. Previously, Bruce was Vice President, Product Development and Hosted Operations at Viewpoint Construction Software, a Bain Capital portfolio company. Br… Read full bio

Casey Kerr

Hyper-Growth Sales Advisor, Bregal Sagemount

As part of the "Growth Factors Team," Casey Kerr works alongside Sagemount portfolio companies to create sustainable top-line revenue growth and EBITDA value creation from value enhancement initiatives that drive massive increases to enterprise value… Read full bio

Michael van Keulen

Chief Procurement Officer, Coupa

Michael is a seasoned procurement practitioner with a comprehensive track record of driving shareholder value through business transformation at global companies. Throughout his career, Michael has been a forward-thinking and innovative leader with p… Read full bio

Chris Kitching

Operating Partner, HighBar Partners

Chris Kitching joined HighBar Partners as an Operating Partner in 2015 from Sound United and its holding company DEI Holdings, where he served as Chief Financial Officer. Prior to DEI, Mr. Kitching was Chief Financial Officer and VP of Operations at… Read full bio

Neil Kimber

Operating Principal, Accel-KKR

Neil Kimber is a Principal and Consulting CTO at Accel¬-KKR Consulting Group. Within Accel-KKR, his responsibilities include working with deal teams during technical due diligence, aiding portfolio companies with specific technology initiatives and m… Read full bio

Bill Klein

President, Consero Global

Bill is an entrepreneur with over 20 years of experience with technology and services organizations ranging from startups to large organizations. He is passionate about helping small and mid-size businesses reach their full potential and leverages a… Read full bio
Peter Kuerpick

Peter Kuerpick

Technology Operating Partner, Bain Capital

Mr. Kürpick joined Bain Capital Private Equity in May 2019. He is a Managing Director and member of the European Private Equity team. He has a technology remit across our portfolio overseeing the adoption of latest IT strategies in the BainCapital po… Read full bio

Raj Kushwaha

Managing Director, Operating Partner and Chief Digital Officer, Warburg Pincus

Raj Kushwaha is based in New York, joined the firm in 2012 and serves as Managing Director, Operating Partner and Chief Digital Officer responsible for operations and technology diligence with prospective investments, as well as ongoing work with the… Read full bio

Martina Lauchengco

Operating Partner, Costanoa Ventures

Martina spent over 20 years as a marketing and product executive building and crafting strategies for market-defining software like Microsoft Office and Netscape Navigator. As Costanoa's Marketing Operating Partner, she sits on multiple boards and ad… Read full bio

Kevin Liu

Director, Techstars Investments

Kevin is a director at Techstars Investments, where he leads diligence, capital raise, and value creation initiatives across the Techstars' portfolio of companies. Prior to Techstars, Kevin led the Data Science & Analytics team at Mattermark (acquire… Read full bio

Bob Lobley

Operating Partner, Juna Equity Partners

A 34 year GE veteran, Bob has led operational teams in manufacturing and technology, designed and implemented supplier quality and ISO9000 systems, implemented Lean/flow methodologies, developed information technology solutions, developed marketing p… Read full bio

Misha Logvinov

Managing Director & Head of IT Strategy, EQT Partners

Misha joined EQT in 2018 as Managing Director and Head of IT Strategy. In his role, he is advising the EQT's investment teams and portfolio companies on digital transformation. Previously, he was Group Vice President of Cloud Customer Success at Orac… Read full bio

Alexandra Lutz

Managing Director, EQT Partners

Alexandra Lutz joined EQT in 2019 as Managing Director, Digital Growth where she helps identify and execute trajectory-changing growth opportunities across EQT’s global portfolio of companies with an emphasis on go-to-market, product and service inno… Read full bio

Stephen McElwee

Director of Business Development, 42 Lines

Stephen brings a decade plus experience across the financial services industry. After spending 6 years deploying new technology and applications for Bank of America and Deutschebank, He has spent the last several years managing hyper growth technolog… Read full bio
BRANDON MIDDAUGH, Microsoft

Brandon Middaugh

Director, Climate Innovation Fund, Microsoft

Brandon Middaugh is the Director of Microsoft’s Climate Innovation Fund program and strategy. In this capacity, she is focused on accelerating the widespread adoption of climate solutions and investing in innovative technologies. Previously, Brandon… Read full bio

Jason Miller

Chief Operating Officer, Point 72 Ventures

Jason Miller is an Operating Partner for Point72 Ventures. He leads the firms’ efforts in leveraging data and analytics technology to enable and measure the performance of portfolio companies, the value creation impact and the investment diligence pr… Read full bio

Debbie Millin

Chief Operating Officer, Globalization Partners

Debbie Millin formally joined Globalization Partners in May of 2016 after acting as an advisor since early 2015. With over 20 years of operational, project management, and client relationship experience in a variety of industries, Debbie’s specializa… Read full bio

Joubin Mirzadegan

Go to Market Operating Partner, Kleiner Perkins

Joubin joined Kleiner Perkins in 2019 and focuses on helping the firm’s portfolio companies with strategic business development and introductions to F500 executives and key ecosystem partners. He also advises the portfolio on all aspects of go-to-mar… Read full bio
Melissa Mounce GTCR

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Melissa joined GTCR in 2019 as a Managing Director, Leadership Talent & Diversity and manages the identification and recruitment of Leaders StrategyTM CEOs and management teams. Prior to joining GTCR, Melissa was the Principal of Human Capital at… Read full bio

David Muhlenkamp

Managing Director, Head of Portfolio Operations, Lindsay Goldberg

David Muhlenkamp is a Managing Director and heads Lindsay Goldberg’s portfolio operations efforts, where he assists families, founders, and management teams to achieve their growth and value creation objectives. David brings nearly two decades of exp… Read full bio

Dave Noonan

Principal, Head of Private Equity Strategy, RSM

Dave Noonan leads RSM’s national private equity consulting practice. He aligns and directly coordinates consulting delivery services to effectively serve RSM’s private equity clients and their portfolio companies. He is responsible for the developmen… Read full bio
Gretchen O'Hara Microsoft

Gretchen O'Hara

Vice President, US AI & Sustainability Strategy & Partnership, Microsoft

Gretchen O’Hara is business builder who creates and leads teams that create from whitespace and build ecosystems empowering customers and partners. With over 25 years’ experience in the tech industry across the US and worldwide, Gretchen has built sy… Read full bio

John Ouren

Operating Partner, STG Partners

John Ouren joined STG in 2016 as Operating Partner and is responsible for driving business transformation within STG’s portfolio companies. John is on the board of STG companies including Fishbowl, MRI-Simmons and MSI/Morpace. Prior to STG Partners,… Read full bio
parasvil patel radical ventures

Parasvil Patel

Principal, Radical Ventures

Parasvil Patel is a Principal with Radical Ventures. As a member of the investment team, he partners with visionary entrepreneurs using AI to transform traditional industries. He also leads go-to-market support for portfolio companies as a member of… Read full bio

Richard Poole

Senior Associate and Member of the Portfolio Team, Hg

Richard is a Senior Associate in the Hg Portfolio Team, and a senior member of the Hg Data Team. Richard partners with management teams to help accelerate EBITDA growth, through data-focused and other value-creation topics. Hg’s Data team seeks to de… Read full bio

Rahul Puri

Global Head - M and A, Private Equity and VC Practice, NetSuite Oracle

Rahul Puri leads the Global Private Equity and Venture Capital Practice at NetSuite-Oracle. He founded the practice and over the last 6+ years his team has been involved in 550+ transactions with more than 50 carve outs. His team exclusively works wi… Read full bio
Leela Ramnath Warburg Pincus

Leela Ramnath

Director of ESG, Warburg Pincus

Leela Ramnath is Director of ESG at Warburg Pincus, a global private equity firm, where she focuses on environmental, social, and governance issues at the firm and portfolio companies. Prior to joining Warburg Pincus, she led impact and partnerships… Read full bio

Kiran Rao

Operating Partner, TPG Capital

Kiran Rao is an Operating Partner at TPG Capital and is based in San Francisco. He focuses on the Tech sector. Since 2010, Kiran has been involved in numerous investments including CollabNet VersionOne, Anastasia Beverly Hills, WellSky (formerly Medi… Read full bio

Srinivas Rapthadu

Managing Partner, Private Equity North America, SAP

Srinivas Rapthadu is Managing Partner at SAP Private Equity where he handles strategic partnerships and initiatives with Private Equity funds and helps drive portfolio companies’ success throughout the investment lifecycle. He is also driving roll-ou… Read full bio

Michael Recce

Managing Director and Chief Data Scientist, Neuberger Berman

Michael Recce joined Neuberger Berman in 2017, his team uses machine learning and cloud computing tools to process large, novel unstructured data. This analysis provides insight on intrinsic value of businesses to clients and investment teams. Prior… Read full bio

Brian Regan

Managing Director and Chief Financial Officer, Spectrum Equity

Brian is a Managing Director and Chief Financial Officer, responsible for the firm’s financial activities, including strategic planning and executive mentoring for portfolio companies to support their growth. He brings an accomplished track record to… Read full bio

Casey Rovinelli

Growth Director, Portfolio Companies, OMERS Ventures

Casey Rovinelli is the Growth Director of OMERS Ventures, the venture capital investment arm of OMERS, one of Canada’s largest defined benefit pensions with net assets approaching $100 billion. As Growth Director, Casey works closely with the senior… Read full bio

Richard Sittema

Principal, Grant Thornton

Rich is a Principal in Grant Thornton’s national Transformation practice and leads the Technology Strategy capability for the Firm. Rich has been serving private equity firms, their portfolio companies, and large public companies with significant pri… Read full bio
Michael Smith

Michael Smith

Senior Managing Director, Technology, Media and Telecom Practice, Blue Ridge Partners

Michael has over 35 years of strategic sales and marketing experience working with Fortune 500 and mid-cap companies to accelerate their revenue growth. He has deep experience in Media, Financial Services, Technology and other industries and develope… Read full bio

Lucia Soares

Managing Director and Portfolio Chief Information Officer Americas, The Carlyle Group

Lucia Soares is a Managing Director and Portfolio Chief Information Officer Americas at The Carlyle Group. Ms. Soares provides information technology advisory to Carlyle investment teams and optimizes portfolio company performance by partnering with… Read full bio

Milo Sprague

Senior Technology Advisor, FTV Capital

Milo Sprague is the Senior Technology Advisor at FTV Capital based in San Francisco. He is an experienced PE Technology Advisor, Silicon Valley CTO, technology executive, and Board Advisor with over twenty-five years leadership experience focused in… Read full bio

Greg Thomas

General Partner, WestView Capital Partners

Prior to joining WestView Capital Partners, Greg worked at DW Healthcare Partners, where he focused on healthcare service companies in the lower middle market. Prior to joining DW Healthcare Partners, Greg was an Associate at Berkshire Partners, wher… Read full bio

Matt Thompson

Senior Vice President, Portfolio Operations, Skyview Capital

Matt Thompson is SVP Portfolio Operations with Skyview Capital. Matt works on private equity and venture capital investments globally, where he focuses on carveouts, special situations, and venture capital investments. He often helps with Technology… Read full bio

Russ Trpkovski

Operating Principal, CVC Capital Partners

Russ Trpkovski joined CVC's private equity business in 2020. Russ is a member of CVC Growth Partners and is based in Chicago. Prior to joining CVC, Russ worked at Amazon Web Services, L Catterton and Boston Consulting Group in Chicago. He received a… Read full bio

Kush Tulsidas

Operating Partner, One Rock Capital Partners

H. Kush Tulsidas is an Operating Partner focused on sales and marketing strategy and execution at One Rock’s portfolio companies. He is responsible for assessing the growth potential of companies in the investment stage and improving profitable reven… Read full bio

Scott Tynes

CEO, Consero Global

Scott is the CEO and co-founder of Consero Global which is a Finance as a Service (FaaS) firm. Consero runs the finance function for over 130+ companies nationwide and has assessed over 1,000 finance departments over the last 12 years. Scott has a pa… Read full bio

Craig Vosburgh

Chief Technical Officer, Strattam Capital

Craig Vosburgh joined Strattam as Chief Technical Officer in 2019. In this role, he helps drive technical excellence across the Strattam portfolio. Previously, Craig served as Distinguished Engineer in the Office of the CTO at CA Technologies where h… Read full bio

Andrew Walshe

Head of Portfolio Operations, Sightway Capital

Andrew Walshe joined Sightway Capital, a Two Sigma affiliate, in 2016 to lead the group’s Portfolio Operations efforts. He serves as a key partner to Sightway’s platform companies by working closely with management teams to oversee the development, g… Read full bio

Lisa Weaver-Lambert

Data and Digital Director, Montagu Private Equity

Lisa Weaver-Lambert is an experienced data and digital results-driven leader with over 20 years’ professional experience. She works in close partnership with companies to develop technology-enabled strategies and deliver commercial solutions. This ap… Read full bio

Chris Volney

Senior Director of Client Strategy, Labor Analytics, CBRE

Chris Volney is a Senior Director of Client Strategy with CBRE's Labor Analytics Group, based in San Francisco, CA. Chris has over 12 years of experience in real estate and location advisory consulting and has developed a primary focus helping fast-g… Read full bio

Jesse Weber

Private Equity Lead, Sage Intacct

Jesse Weber runs Sage Intacct’s private equity practice. He advises leading private equity firms and their portfolio companies to build more profitable businesses through world class financial management, subscription automation, and service. As part… Read full bio
amanda widjaja

Amanda Widjaja

Head of Data, Norwest Venture Partners (NVP)

Amanda joined Norwest in 2019 and oversees the firm’s data science efforts. As a member of the Portfolio Services team, Amanda provides advisory services to Norwest portfolio companies in the areas of analytics and data engineering. Most recently, Am… Read full bio

Jim Wilson

Operating Partner, Costanoa Ventures

Jim is a seasoned sales executive with over 25 years experience in diverse technology industries. Prior to joining Costanoa, Jim was the VP of World-Wide Sales at Sumo Logic, where he oversaw 10x growth to over $40M over a two year period, and manage… Read full bio

Cici Zheng

Principal, ParkerGale Capital

Cici Zheng is Principal at ParkerGale Capital where she is responsible for working with portfolio companies on their growth strategies by developing and implementing programs that amplify go-to-market approaches, product positioning and financial res… Read full bio
Angela Zutavern AlixPartners

Angela Zutavern

Managing Director, AlixPartners

Angela Zutavern, head of AI and leader of the Digital Americas Practice at AlixPartners, pioneered the application of machine intelligence to business leadership and strategy to drive more meaningful insights. She is a highly regarded leader with ove… Read full bio
View all speakers

2021 Sponsors

PEI’s Operating Partners Technology Forum unites private equity operating partners and technology value creation experts. This intersection of individuals provides service providers with unique and customized programs to engage in thought provoking content discussions and provides numerous opportunities to connect in one-on-one discussions, roundtable events, and various other networking activities.

To explore how your firm can take a prominent leadership position, contact Lawrence Dvorchik at lawrence.d@peimedia.com or call +1 646 545 4429.

‘Record demand’ for operating partners: Survey

As GPs seek to boost portfolio company value, they are under pressure to reduce costs and increase efficiencies as operational issues become increasingly complex and LPs push for lower fees.

Operating partner roles are the fastest-growing positions in private equity this year, driven by a sharper focus on deploying capital raised in 2016 and 2017. Executive search firm Heidrick & Struggles is experiencing “record demand” for operating partners among private equity firms, according to its 2019 North American Private Equity Operating Professional Compensation Survey, which received responses from 217 private equity operating professionals.

Head of talent, chief financial officer for portfolio operations, and generalist operating partner roles were the top operating professional searches. Increasingly complex operational issues in portfolio companies coupled with LPs insisting on lower fees puts pressure on GPs to reduce costs and increase operational efficiencies.

Two evolutions have taken place in recent years, Jonathan Goldstein, regional managing partner, Americas for Heidrick & Struggles’ private equity practice and the report’s co-author, told Private Equity International. Private equity firms are hiring operating partners earlier in their careers, contrary to the previous trend of hiring semi-retired or retired professionals. What’s more, operating partners have proven their worth, driving private equity firms to build out their operating professionals’ ranks and add mid-level and junior operating professionals as well.

Base-level salaries and bonuses for operating roles more than doubled from 2016. Successful operating partners had a mix of consulting and operations experience and previous private equity exposure, according to the report.

Almost 87 percent of operations professionals had no prior relationship with the manager or with its portfolio companies, showing that “private equity firms were expanding their search beyond their network pools to seek talent”, Goldstein told PEI.

Compensation details

Base-level salaries and bonuses for operating professionals did not change significantly from 2017 to 2018; 68 percent of respondents received base-level salary increases of $50,000 or less in 2018. Likewise, 48 percent of respondents reported a higher bonus in 2018 than 2017.

“Change in compensation is not indicative of one thing or the other,” Goldstein said. “Bonuses are driven by increases in AUM, where the fund might be in its lifecycle and the individual’s own progression at the firm.”

Operating partners are eligible for carried interest, usually calculated on a whole-fund basis. Most respondents did not get warrants or options in the portfolio companies they oversaw. Only 43 percent of senior/executive advisors and 29 percent of general partners received warrants or options, and the average warrant participation for these two groups was $2.4 million and $2.6 million, respectively.

Most respondents were not eligible for direct equity participation except at the firm and general partner level. Almost all respondents said they had co-investment rights, according to the report.

Almost 41 percent of respondents said their cash compensation was funded by fund management fees, while 15 percent said their firms used only portfolio company oversight fees and 12 percent said their firms used time billed directly to portfolio companies. The remaining third of respondents said their firms used a mix of two or more funding methods.

 

Poll: the Operating Partner role in driving value creation

No one said that creating lasting value was easy – especially in a struggling company. PEI’s Operating Partner Forums discuss all aspects of value creation, from harnessing technology to leveraging human capital to boost operations. More than 200 operating partners attended the New York edition in October 2019, sharing their views on key aspects of value creation as highlighted in our most recent poll below.