The value creation event for alternative asset classes

The only European event specifically dedicated to anyone concerned with the world of private equity portfolio operational assessment and value creation.

The Forum provides a unique opportunity to hear from experienced operating partners and C-level executives on how they deliver value creation strategies, create top-line growth and drive EBITDA improvement in their portfolio.

Attendees will have extensive opportunities to network, build relationships and compare best practices with their peers from leading PE firms, expert service providers, CEOs of portfolio companies and many more.

 

What's new for 2019

Networking

Network with and hear from more operating partners than ever before throughout the event and have an open discussion with your peers at the closed door, operating partners only think tank.

Agenda

A more outward-looking agenda focused on the views of CEOs and deal partners and their work with operating partners.

Exclusive for 2019

Discussion of evolving topic areas such as hiring data scientists within your value enhancement team, using digital to add value, the rise of the chief people officer and much more.

2018 Attendees included

4C Associates
Accordion
Actis
ADP
Advent International
Alexander Grou
Alix Partners
Altor Equity Partners
Alvarez & Marsal
ANSA Interim management & Consulting
Apax Partners
Arcus Infrastructure Partners
August Equity
Avel Capital Advisory
Baird Capital
Base Camp Management Consulting
BlackDuck
Blue Ridge Partners
Borealis Infrastructure (OMERS)
Bowmark Capital
Bridgepoint
Capital Generation Partners
Capvis Equity Partners
Civen Partners
Clearsight Investments
Coast2Coast Capital
Collective Content
Cornerstone Consultants
Crosslake Technologies
CVC Capital Partners
CVI Dom Maklerski
Development Partners International
DPI
EBRD
ECI Partners
EDHEC Infrastructure Institure
Efficio
Ellice Consulting
EmergeVest
EQT Partners
Ethos Private Equity
EY
Eze Castle Integration
Falco Enterprises
Finadvice
Fontenay Operating Partners
Freshstream
Generation IM
Georgia Capital
ghSMART
Glide Buy Out Partners
Graphite Capital
Hamilton Lane
Hayfin Capital Management
Hg
HGGC
Humatica
iCON Infrastructure
ILAB Ventures
Infracapital
InfraVia Capital Partners
KPMG
McKinsey & Company
Mayfair Equity Partners
NetSuite/Oracle
Ontario Teachers’ Pension Plan
Oracle NetSuite
Montague Private Equity

Testimonials

A quote icon for decorating the content David Bryan

Managing Partner & CEO, BM&T

This is now the must-attend event for Operating Partners in the UK if not Europe. An excellent opportunity to catch up with the latest thinking and to network w…

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A quote icon for decorating the content Clancy Murphy

Partner, Drax Executive

A great event for connecting with Operating Partners and their colleagues from across the PE spectrum

A quote icon for decorating the content Segun Adebanji

Principal, African Capital Alliance

The forum addressed practical challenges facing the Operating Partner and provided very useful insights on best practice approaches to value creation

Speakers confirmed for 2019

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Sponsors confirmed for 2019

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Hazem Abolrous

Managing Director, Crosslake

Hazem has 23 years of experience in the software industry and business, 18 years at Microsoft and 5 as an entrepreneur. A strategist and creator of original ideas, programs and products. Deep experience in software innovation management and implement… Read full bio

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

Alejandro Alcalde Rasch joined Advent in 2010 in order to help improve portfolio company performance. Prior to joining, he was the Chief Transformation Officer and Head of Supply Chain of Grohe AG, a TPG and CSFB portfolio company, for five years. Pr… Read full bio

Michael Andrews

VP Commercial Strategy, Sabio

Consumers have more power and influence than ever before. Brands are under increasing pressure to put the needs of their customers first and Sabio works with their clients to differentiate by delivering brilliant customer experience. Michael is respo… Read full bio

Marcel Baettig

Managing Partner, Humatica

Marcel Baettig is responsible for Humatica’s DACH activities. He has led multiple organisational due diligence and implementation engagements for both mid- and large-cap funds and their portfolio companies. Marcel works pragmatically with the managem… Read full bio

Mark Billige

Managing Partner UK, Simon-Kucher & Partners

Mark Billige is Managing Partner of the UK practice at Simon-Kucher & Partners in London, having been with the firm since 2006. He is a Chartered Management Accountant (ACMA) and has a BA (Hons) in Management from the University of Nottingham. Mark h… Read full bio

Ruby Biring

Head of Talent, Livingbridge

Information to follow.

Conor Boden

Head of Portfolio Board Development, Advent International

Conor Boden joined Advent in December 2007. He is responsible for managing a network of leading chairmen, CEOs and non-executive directors with the aim of enhancing Advent's ability to originate and execute deals as well as maximise the value of port… Read full bio

Daniel Broadhurst

Director, Marlin Equity Partners

Daniel is a London based Operations Director working with Marlin Equity Partners; he leads Marlin’s Finance Operations activities across Europe, focusing on conducting operational due diligence and providing operational assistance and advice to portf… Read full bio

Fred Burger

Partner | Operational Transaction Services UK&I, EY

Fred leads EY’s Private Equity Value Creation offering and is a partner in our Operational Transaction Services team, focusing on the operational aspects of M&A transactions working across the transaction life cycle with pre-deal value creation due d… Read full bio

Vicente Castellano

Operating Partner, Oakley Capital

Vicente joined Oakley in 2017 and has over 17 years of experience in managing, developing and coordinating global leading retail brands. Vicente’s focus at Oakley is to lead and develop the portfolio companies, with a current focus on North Sails App… Read full bio

Etienne Colas

Senior Managing Director, LBO France

Etienne joined LBO France in 2013. He started his career in 1987 with Bellcore in the United States, before joining McKinsey in Paris in 1992. Between 2001 and 2005, Etienne was a Partner at Ventech. He subsequently joined a division of Thomson as Ge… Read full bio

Jim Corey

Managing Partner, Blue Ridge Partners

Jim is a co-founder of Blue Ridge Partners and serves as the firm’s managing partner. For 35 years he has assisted companies in North America, Europe and Asia accelerate profitable revenue growth. Jim has advised over 250 companies on revenue-related… Read full bio

Nick Corrigan

President and Managing Director, UK & Ireland - Global Payments

Nick leads the UK&I business at Global Payments Inc. and is responsible for strategy and growth leading sales, business development, customer success, partnerships and marketing. He is leading the transformation of the business through development of… Read full bio

Sandeep Dhillon

CEO, Talmix

Sandeep Dhillon is the CEO at Talmix, having previously held the role of Chief Commercial Officer and Chief Financial Officer. Prior to Talmix he was the Head of the Technology, Media and Telecoms EMEA Practice of GLG, a primary research firm that op… Read full bio

Laura Dillon

Principal, Riverside Europe Partners

Laura joined Riverside in 2016 and is a Principal in the Transacting team with responsibility for UK, Ireland and CEE. Laura sits on the boards of 5 portfolio companies including Netwatch Group, Guestline, Brookson, Bohemia and Fadata. Previously, La… Read full bio

Kate Donaldson

Managing Director, Alvarez & Marsal

Kate Donaldson is a Managing Director with Alvarez & Marsal Corporate Transformation in London. Kate is the Commercial Excellence lead, bringing expertise in Sales Force Effectiveness, GTM, sales incentive assessment/redesign, and pricing. Prior to A… Read full bio

Declan Feeney

Private Equity Advisor, Efficio

Declan has been with Efficio since 2012. He has over 20 years of business experience largely in the European private equity industry. He has worked primarily with companies operating in the industrial, business services, telecom and software sectors… Read full bio

Alan Foster

Partner, ghSmart

Alan Foster is a Partner at ghSMART. He co-leads ghSMART’s U.K. Office. He serves leading Fortune 500 senior executives, private equity firms and non-profit leaders. His clients include Centerbridge Partners, Berkshire Partners, and many other leadin… Read full bio

Mark Fulford

Head of Portfolio Growth, Hg

Mark works in the operations and Innovation team. His focus is on delivering growth across the portfolio, leading tangible improvement in commercial execution, cross sell / upsell and customer value as well as supporting the deal teams during due dil… Read full bio

Daniel Gilbert

CEO, Brainlabs

Daniel Gilbert is founder and CEO of Brainlabs, the smartest digital marketing agency on the planet. As the self-proclaimed superhero of PPC, Daniel's mission is to change the future of advertising, whilst creating the best place in the world to work… Read full bio

Steven Gilbert

Partner, RHR International

Dr. Steven Gilbert is a partner at RHR International. He joined the firm in 2005 and divides his time between Philadelphia and New York. He has worked as a trusted advisor to senior leaders across diverse industry segments, including healthcare, cons… Read full bio

Jason Glaun

Director Private Equity, Automation Anywhere

Jason has spent the last 10 years as an executive in the operating team at Apax Partners. During his tenure he was responsible for the Enterprise Technology & Transformation horizontal across the portfolio. He recently joined Automation Anywhere to e… Read full bio

Dr Paul Glenn

Portfolio Director, Deutsche Private Equity

Paul is Portfolio Director at Deutsche Private Equity (DPE) in Munich. He has extensive management experience and had been working 14 years in senior management / executive positions at German international mid-size companies in global roles. His spe… Read full bio

Amanda Good

Partner, Hg

Amanda Good is a Partner at Hg and leads the Operations Innovation team which works directly with the management teams of our investments. Overall the Hg OI team is working to stretch CEOs in top line growth areas, e.g., sales, marketing, customer su… Read full bio

Miles Graham

Operating Partner, Metro AG

Miles Graham is an Operating Partner and Operating Board member at METRO AG. Miles has spent over 20 years in Private Equity and Venture Capital. He started his career as a British Diplomat, before becoming CEO of VC-backed businesses, leading two ex… Read full bio

Christina Han

Vice President, Industry Value Creation, Partners Group

Christina Han-van der Meer, Head of Investment Research, Industry Value Creation, Partners Group Christina Han-van der Meer leads the Investment Research team in the Industry Value Creation business unit, based in Zug. She has fourteen years of inves… Read full bio

Will Harman

Principal, Apax Partners

Will Harman is a Principal in the Operational Excellence team, and leads Apax’s global Margin Expansion programme. He joined Apax Partners in 2014 and is based in London. He has led margin improvement work at Apax investments including ThoughtWorks,… Read full bio

Paul Harragan

Cyber Security Advisor – Operational Transaction Services, EY

Paul is a cybersecurity advisor in the Operational Transaction Services (OTS) practice of EY and has over 15 years’ experience within banking, capital markets and private equity. Paul specialises in Information security and cyber defence and is well… Read full bio

Nico Helling

Partner, Ambienta Sgr

Nico Helling is a Partner and is based in Düsseldorf. He joined Ambienta at the beginning of 2015 and has been involved in a number of transactions including Oskar Nolte and SF-Filter. Prior to joining Ambienta, Nico spent a year with Vorndran Mannhe… Read full bio

Dean Hill

Executive Director, Eze Castle Integration

Dean Hill is Executive Director of Eze Castle Integration UK and leads the international new business teams in London and Asia. Dean’s career in technology started with one of the UK’s largest telecoms providers where he held numerous positions from… Read full bio

Rob Hornby

Managing Director – Digital, Alix Partners

Rob leads clients through digital transformation by combining consulting and executive experience to achieve strategic goals that can be measured. He operates in complex and high-pressure environments and is known for building and sustaining teams th… Read full bio

Andrew Horvath

Principal, Alexander Group, Inc

Andrew Horvath is a principal in the Chicago office. He co-leads the Firm’s Private Equity Practice, working with portfolio companies of growth-focused private equity firms to grow revenue organically. He also co-leads the Firm’s Distribution practic… Read full bio

Nick Hulse

Managing Director – Europe, Sales Benchmark Index

Nick is an experienced sales and marketing operator. With over 30 years in the Technology, Media and Telecommunications (TMT) industries, he has enjoyed a success in a series of transformations utilizing bleeding edge revenue growth strategies. Nick… Read full bio

Mirco Iwan

Operating Partner, Avedon Capital Partners

Mirco is an Operating Partner for PE backed portfolio operations. He focuses on supporting the companies in managing through difficult operating environments, like carve-outs, turnarounds, internationalization, post-merger integrations or other speci… Read full bio

Caimin Jones

Operating Executive, Silver Lake

Caimin Jones joined Silver Lake in 2011 and is an Operating Executive. He has over 20 years of experience in both operational and advisory roles, with extensive cross-European experience in multiple sectors. Prior to Silver Lake, Mr. Jones was a Dire… Read full bio

Steve Jones

Growth Acceleration Team, Livingbridge

Steve Jones, part of Livingbridge’s customer acquisition and retention team, knows first-hand the power of data if used effectively. He supports our investees to develop and evolve analytic capabilities which drive action from insight. He has worked… Read full bio

Christopher Kindt

Director, Hg Capital

Chris is a Director in the Hg Operations Team and leads Hg’s Data Team. Acting as the ‘value creation lead’ on investments, Chris partners with management teams to help accelerate EBITDA growth and deploy Hg’s portfolio support model. In 2016 Chris b… Read full bio

David Kirby

Value Strategy Team, Livingbridge

David works in the growth acceleration team at Livingbridge, partnering with both management and investor teams to support strategic decision making around customer acquisition and retention. Whether identifying attractive customer segments, refining… Read full bio

Georgette Kiser

Operating Executive, The Carlyle Group

Georgette Kiser is an Operating Executive at The Carlyle Group where she is advising across the firm and in particular, the firm’s Global Technology and Solutions (GTS) organization, by developing and driving IT strategies across the global enterpris… Read full bio

Charlotte Lawrence

Associate Director - European Technology fund, Carlyle Group

Charlotte Lawrence is an investor for The Carlyle Group’s dedicated technology fund. Since joining Carlyle in early 2010, she has been actively involved in a number of TMT investments including FRS Global (sold to Wolters Kluwer), The Foundry (sold t… Read full bio

Robert Le Bourdais

Senior Director – Human Capital, PSP Investments

Robert Le Bourdais is Senior Director, Private Markets, Value Creation Group, at the Public Sector Pension Investment Board (PSP Investments). Robert focuses on Human Capital issues, including leadership team assessments, C-suite and board member rec… Read full bio

Robert Lemmond

former Chief Commercial Officer, Clarivate Analytics

Bob Lemmond is a CEO/C-Suite executive with 15+ years of leadership as a CEO/President and Chief Commercial Officer with P&L responsibility for $ 1.0M to $ 1.0B+ enterprises, including at both private-equity backed and public companies. He has a cons… Read full bio

Marion Leslie

Managing Director, Enterprise Front Office - Refinitiv

Marion is the Managing Director of Refinitiv’s Front Office Enterprise business, delivering award-winning market data, platforms and services to the global financial markets. Leading global businesses and operations at scale, with a strong emphasis o… Read full bio

James Markham

Partner, Portfolio Management - Graphite Capital

James joined Graphite Capital in 2002. Currently, he is on the board of two portfolio companies and works on a number of others. He is responsible for the monitoring of investments and for implementing best practice across Graphite’s portfolio. He fo… Read full bio

Richard McIntosh

Managing Partner, Procura

Richard’s expertise is in the development of high-performance procurement organisations, the utilisation of spend analytics as the foundation of procurement excellence, and the delivery of step-change profit improvement programmes for clients. Richar… Read full bio

Gregg Meheriuk

SVP - Strategy and Transformation, 24 Hour Fitness (a Teachers’ portfolio company)

While working with Teachers’ for the past four years, Gregg was involved in multiple company transformations and recently joined a portfolio company which he has been working with for the past year. In his new role at 24 Hour Fitness, Gregg will be s… Read full bio

Adrian Mitri

Director - Value Add, Vitruvian Partners

Adrian is Director-Value Add at Vitruvian Partners and leads the practice that supports portfolio businesses through their growth journey. A hands-on COO and Operations leader by background with over 25 years’ experience across a broad range of Finan… Read full bio

Melissa Mounce

Portfolio Operations Advisor, Baird Capital

Melissa is a Portfolio Operations Advisor working globally with private equity firms and their portfolio companies in the area of Human Capital. Melissa has been on the fore-front of creating the human capital function in private equity, having built… Read full bio

Toby Munyard

Vice President, Efficio Consulting

Toby has over 20 years' of experience in operations consulting with a focus on procurement and supply chain optimisation. At Efficio, Toby is responsible for leading the Financial services and Infrastructure sectors, supporting our clients to deliver… Read full bio

Warwick Nash

Non-Executive Director, Independent

Warwick Nash has worked for the last decade in private equity on both sides of the table: firstly he was the European CEO of a PE owned global services company which he helped to turnaround and exit successfully. And most recently, he was the operati… Read full bio

Tony O'Carroll

Managing Director, Strategic Value Partners

Tony O’Carroll is a Managing Director at SVPGlobal and senior member of the investment team. Tony works with SVP’s investee companies, as well as in new investments, and is currently on the boards of Vita Group, Pfleiderer and Koeckner Pentaplast, wi… Read full bio

Matt Palmer

Senior Director - Cyber Risk Management, Willis Towers Watson

Matt Palmer is the Senior Director of Cyber Risk Management at Willis Towers Watson. An experienced global CISO, Matt began his career at KPMG before setting up his own web app development business. He then took this experience into financial service… Read full bio

Olena Neznal

Vice President and Head of EMEA Kimberly-Clark Professional - Kimberly-Clark, KCP Division

Olena Neznal is a trusted international business leader with over 25 years of experience in consumer and B2B Fortune 100 companies, including Kimberly-Clark, M&M/Mars, and Procter & Gamble. With extensive experience across multiple geographies in Eur… Read full bio

Megan Pantelides

Head of Private Equity, Board Intelligence

Megan joined Board Intelligence in 2018. As Head of Private Equity, she leads a team dedicated to supporting the needs of Board Intelligence’s private equity clients – driving value creation by enabling smarter, faster decision making in the boardroo… Read full bio

Matthew Parker

Chief Executive, Babble

As Chief Executive, it’s Matt’s role to “point everyone in the right direction and then remove the obstacles to them getting there.” Matt brings a great mix of entrepreneurial experience combined with rapid scaling. Prior to Babble, Matt led the tale… Read full bio

Andros Payne

Managing Partner and Founder, Humatica

Andros Payne is the Managing Partner of Humatica. He has led high-impact business strategy, restructuring and operational improvement projects in over 60 companies, in more than 30 industries and 15 countries over the past 20 years. Andros works with… Read full bio

Andrew Pepper

President, Turnaround Management Association

Andrew Pepper was the Former President of the Turnaround Management Association (2016-18) in the UK, the biggest organisation of its kind in the world with over 8,000 members globally who support company transformations. Andrew, a graduate of the Uni… Read full bio

Sukhvinder Phalora

Analytics Director, Wipro

Sukhvinder is a leader within the Analytics Consulting team in Europe and has 17+ years of experience in architecting and delivery of programs centred around Data/IT implementations. Key Technical skills include; Big data (Hadoop, Data lakes and Hort… Read full bio

Rahul Puri

Global Head - M&A, Private Equity & VC Practice, NetSuite

Rahul Puri leads the Global Private Equity and Venture Capital Practice at Netsuite-Oracle. He founded the practice and over the last 5+ years his team has been involved in 550+ transactions with more than 50 carve outs. He has a track record of putt… Read full bio

Gabriele Questa

Director, KKR Capstone

Gabriele Questa joined KKR Capstone in 2018. At KKR Capstone, Mr. Questa leads value creation efforts for KKR’s Special Situations and Credit funds in Europe. He was previously a managing director at Alvarez & Marsal in London where he led large-scal… Read full bio

Jameson Riley

Director, Alexander Group, Inc

Jameson Riley is a director in the Firm’s London office. He is the leader of the European practice with responsibility for EMEA client account management and project work. He has led a variety of project types including segmentation, coverage, job de… Read full bio

Paul Reading

Portfolio Director, Mayfair Equity Partners

Paul joined Mayfair Equity Partners in 2019. He works with portfolio companies across the transaction lifecycle to identify, quantify and unlock portfolio performance improvement opportunities. Prior to Mayfair, Paul was a partner at EY, leading the… Read full bio

Henrik Rundqvist

Purchasing Director, Altor Equity Partners AB

Henrik has 15 years of advisory and operational improvement roles out of which the last eight has been dedicated exclusively to purchasing as a value creation lever for private equity. He joined Altor Equity Partners in 2015. He is in charge of drivi… Read full bio

Immo Rupf

Partner, Operations, Cinven

Immo Rupf is a Partner at Cinven and co-leader of its global Portfolio Team. His core focus is on Value Creation Roadmaps and Buy-and-Build support for Cinven’s portfolio companies. Specifically for Cinven’s Fund 5 and 6, Immo has closely worked with… Read full bio

Andrew Russ

Senior Manager Business Development, EMEA - AWS

Andrew has worked in investments and technology for just over 12 years. This has included equity research at U.S. Trust in New York, multi-strategy investment management including private equity, venture capital and long/short fund management at Tria… Read full bio

Simon Ryley

Special-Partner – Technology, Vitruvian Partners

Simon is a very experienced hands-on and entrepreneurial IT manager who oversees the technology due diligence activity for Vitruvian Partners as well as running the Technology Value-Add programme for their portfolio companies. Simon has spent a lot o… Read full bio

Gregory Salinger

Chief Digital Officer, Apax Partners MidMarket

Grégory Salinger joined Apax Partners in 2017. He works with the leadership teams of the portfolio companies to help them accelerate the value creation and transformation of their companies related to digital. Gregory has a track record of over 20 ye… Read full bio

Anubhav Saxena

Executive Vice President, Partnerships, Strategy & Operations - Automation Anywhere

Anubhav leads the company’s partnership programs for advisories, technology and service providers, including value added reseller alliances worldwide. He brings more than 20 years of experience to this role being responsible for strategy, enablement… Read full bio

Moti Shahani

Managing Director, Blue Ridge Partners

Moti serves as a Managing Director of Blue Ridge Partners, based in London and serving PE firms and their portfolio companies across Europe. Moti has more than 25 years' experience of driving value-creating growth. Before joining Blue Ridge Partners,… Read full bio

Rob Southern

Managing Director, Alvarez & Marsal

Rob is an MD in A&M’s PEPI team. He works for PE and their portfolio companies, identifying and delivering performance improvement. A&M take a value lever approach, working across improvement in revenue, costs, working capital and/or investment ROI:… Read full bio

Lisa Telford

Portfolio Talent Director, Montagu Private Equity

Lisa Telford joined Montagu Full Potential Partners in February 2017. Previously, she spent over twenty years in commercial and general management roles at Lucent Technologies, Warner Brothers and Canal Plus followed by four years in executive search… Read full bio

Nick Telford-Reed

Managing Director, Stormglass Consulting

A passionate, award-winning technology innovator, communicator, and leader of both people and strategy in the service of great customer experience. Comfortable on either side of the product/technology line, Nick works to develop compelling visions of… Read full bio

Anders Thulin

Head of Digital Practice, Triton

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

Bryan Turner

Interim Executive & Non-Exec, Independent

Qualified Chemical Engineer and INSEAD MBA (with distinction) with significant consulting and business development experience in Public and Private Equity owned businesses. Specialties: Strategic Growth, Commercial and Operational Business Leadership… Read full bio

Mark Turner

EVP Global Sales & Field Operations, Genesys Telecommunications Laboratories

Mark Turner is the executive vice-president of global sales and field operations. He is responsible for the company’s global commercial activities, field sales and channel operations. Mark joined Genesys in 2003. Prior to Genesys, Mark served as vice… Read full bio

Christian Unger

Partner, Partners Group AG

Christian Unger is Co-Head of the Industry Value Creation business unit and Co-Head of the Entrepreneurial Governance and Operating Directors business unit, based in Zug. He is a member of the Global Investment Committee, the Private Equity Directs I… Read full bio

Susanne Vanner

Director - Operational Transaction Services, EY

Susanne is a Director in the Operational Transaction Services (OTS) practice of EY and has more than 17 years’ industry experience in transformational change and integrations in global organisations. Susanne specialises in Customer functions e.g. Sal… Read full bio

Paul Vega

Managing Director, Cinven

Paul is a member of the Portfolio team, based in London, supporting Cinven and its portfolio companies across Europe. He joins from Amcor, a leading global packaging company, where he held several executive leadership roles, including Vice President… Read full bio

Mark Veldon

Managing Director, AlixPartners

Mark is co-lead of AlixPartners Enterprise Improvement community in the UK and is also co-lead of the Private Equity practice in EMEA. He has two decades of experience in advising PE and corporate clients in due diligence, post-merger integration and… Read full bio

Claus von Hermann

Investment Advisory Professional, co-head DACH - Triton

Claus is an Investment Advisory Professional. He is co-head of the DACH team and a member of the Industrials team. Claus joined Triton in 2007 from the private equity firm Court Square Capital in London. He started his career in investment banking at… Read full bio

Andrew Weir

Operating Partner, Hg

Andrew has spent the last 25 years primarily in financial services IT in a range of small, medium and large businesses. He is now an operating partner at HG Capital helping add value to its portfolio companies by focusing on technology. Previous role… Read full bio

David Whitmore

CEO, Slate & Gordon

David was appointed Chief Executive Officer of Slater and Gordon UK in January 2018. He has more than 30 years of experience in services and consulting businesses and has worked extensively across Europe, the United States, Middle East and Africa. Da… Read full bio

James Woolley

Operating Partner, Endless

Since joining the team in 2007, James has brought his talents and experience to the role of Portfolio Partner. Based in the Leeds office, he’s responsible for monitoring our entire roster of investments. I take great satisfaction from knowing that ev… Read full bio
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View the agenda

For more information on the agenda, please contact Charles Gould at charles.g@peimedia.com or call +44 (0) 203 879 3893

Download your copy of the agenda here

Day 1 Day 2
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Agenda

Day 1 - Tuesday 21st

European Operating Partners Forum 2019 - Day 1
07:30 - 08:30

Registration & Coffee

08:30 - 08:45

Chairperson's Welcome

Andrew Pepper
A speaker photo for Andrew Pepper

Andrew Pepper

President, Turnaround Management Association

Read bio
08:45 - 09:15

Evolution of the operating partner role: the new player in the deal team?

Fred Burger, Conor Boden, Paul Reading, Christian Unger
  • How has the operating model evolved? Payment structures, carry, fee for services etc
  • Trends in structuring the value creation team: How have things changed?
  • How can generalists continue to add value throughout the deal process?
  • Deal partners view on how operating partners best operate

Moderator: Fred Burger, Partner – UK&I Transactions Advisory Services, EY

A speaker photo for Fred Burger

Fred Burger

Partner | Operational Transaction Services UK&I, EY

Read bio
A speaker photo for Conor Boden

Conor Boden

Head of Portfolio Board Development, Advent International

Read bio
A speaker photo for Paul Reading

Paul Reading

Portfolio Director, Mayfair Equity Partners

Read bio
A speaker photo for Christian Unger

Christian Unger

Partner, Partners Group AG

Read bio
09:20 - 10:00

Revenue growth and the strong correlation with successful exits

Jim Corey , Caimin Jones, Robert Lemmond, Gregg Meheriuk
  • Revenue growth is the #1 driver of value creation over a 5-year holding period
  • There is a strong correlation between year one revenue growth and successful exits – “grow early, exit well”
  • There are common revenue growth levers across industry sectors, but many are sector/situation specific
  • Several case studies of commercial transformation will be presented

A short presentation by event knowledge partner Blue Ridge Partners followed by a panel discussion featuring Operating Partner and CEO perspectives

Moderator: Jim Corey, Managing Partner, Blue Ridge Partners

A speaker photo for Jim  Corey

Jim Corey

Managing Partner, Blue Ridge Partners

Read bio
A speaker photo for Caimin Jones

Caimin Jones

Operating Executive, Silver Lake

Read bio
A speaker photo for Robert Lemmond

Robert Lemmond

former Chief Commercial Officer, Clarivate Analytics

Read bio
A speaker photo for Gregg Meheriuk

Gregg Meheriuk

SVP - Strategy and Transformation, 24 Hour Fitness (a Teachers’ portfolio company)

Read bio
10:00 - 10:25

Utilising Automation technologies to accelerate equity value creation

Anubhav Saxena
  • The future of work
  • Enabling scale & improving profitability
  • Transforming the cost base and accelerating margin expansion
A speaker photo for Anubhav Saxena

Anubhav Saxena

Executive Vice President, Partnerships, Strategy & Operations - Automation Anywhere

Read bio
10:25 - 10:45

Keynote Interview: Developing and driving IT strategies across a global enterprise

Georgette Kiser, Rahul Puri

Georgette Kiser, Operating Executive, Carlyle Group

Interviewed by:
Rahul Puri, Global Head Private Equity and VC Practice Lead, NetSuite

A speaker photo for Georgette Kiser

Georgette Kiser

Operating Executive, The Carlyle Group

Read bio
A speaker photo for Rahul Puri

Rahul Puri

Global Head - M&A, Private Equity & VC Practice, NetSuite

Read bio
10:45 - 11:15

Coffee & Networking

European Operating Partners Forum 2019 - Day 1
11:15 - 11:40

Capturing pricing upside and other profitable growth opportunities within portfolio companies

Mark Billige, David Kirby
  • How pricing compares to other value creation strategies across PE deals
  • How to identify pricing value in your portfolio
  • Case studies in pricing projects and other topline initiatives
A speaker photo for Mark Billige

Mark Billige

Managing Partner UK, Simon-Kucher & Partners

Read bio
A speaker photo for David Kirby

David Kirby

Value Strategy Team, Livingbridge

Read bio
11:40 - 12:20

Lessons learned when moving from trouble to transformation

Rob Southern, Vicente Castellano, Etienne Colas, Gabriele Questa
  • Operational improvement: uncovering weaknesses in how you conduct business
  • Restructuring operating models to achieve double digit impact on EBITDA
  • Enterprise improvement cost reduction: operational improvement case studies and cost take outs to fund top line growth

Moderator: Rob Southern, Managing Director, Alvarez & Marsal

A speaker photo for Rob Southern

Rob Southern

Managing Director, Alvarez & Marsal

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A speaker photo for Vicente Castellano

Vicente Castellano

Operating Partner, Oakley Capital

Read bio
A speaker photo for Etienne Colas

Etienne Colas

Senior Managing Director, LBO France

Read bio
A speaker photo for Gabriele  Questa

Gabriele Questa

Director, KKR Capstone

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12:20 - 12:50

Managing digital bolt-ons to traditional businesses

Rob Hornby, Miles Graham , Nick Telford-Reed, Anders Thulin
  • Avoiding culture clashes created by digital bolt-ons
  • Can digital and analogue businesses ever work together?
  • Comparing bolt-ons to implementing a digital transformation within the company
  • War stories when digital bolt-ons have failed

Moderator: Rob Hornby, Managing Director, New York, Alix Partners

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Rob Hornby

Managing Director – Digital, Alix Partners

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A speaker photo for Miles  Graham

Miles Graham

Operating Partner, Metro AG

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A speaker photo for Nick Telford-Reed

Nick Telford-Reed

Managing Director, Stormglass Consulting

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A speaker photo for Anders Thulin

Anders Thulin

Head of Digital Practice, Triton

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12:50 - 13:45

Lunch

Stream A
13:45 - 14:25

Developing a successful multichannel B2B sales strategy in an increasingly digital world

Moti Shahani, Mark Fulford, Paul Vega
  • The evolving role of human sales people
  • Ensuring human sales people complement online channels
  • What are the sales people there for? Should more businesses be losing sales headcount?
  • Examples of humans working together with the online world to deliver results

Moderator: Moti Shahani, Managing Director, Blue Ridge Partners

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Moti Shahani

Managing Director, Blue Ridge Partners

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A speaker photo for Mark Fulford

Mark Fulford

Head of Portfolio Growth, Hg

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A speaker photo for Paul Vega

Paul Vega

Managing Director, Cinven

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14:25 - 15:05

Making your customer experience a competitive differentiator

Susanne Vanner, Michael Andrews, Gregory Salinger, James Woolley
  • Defining customer experience
  • Outlining the role of customer experience in driving value creation portfolio companies
  • How customer experience impacts the entire organisation
  • What you need to do today within your own businesses to get started

Moderator: Susanne Vanner, Director – Operational Transaction Services, EY

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Susanne Vanner

Director - Operational Transaction Services, EY

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A speaker photo for Michael Andrews

Michael Andrews

VP Commercial Strategy, Sabio

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A speaker photo for Gregory Salinger

Gregory Salinger

Chief Digital Officer, Apax Partners MidMarket

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A speaker photo for James Woolley

James Woolley

Operating Partner, Endless

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15:05 - 15:45

Procurement in PE: turning data into actionable insight

Richard McIntosh, Will Harman, Henrik Rundqvist
  • How data can transform private equity’s approach to procurement in portfolio companies
  • Leveraging spend data to drive EBITDA improvement
  • Making it happen – who, what, how
  • Identifying opportunities cross-portfolio – procurement, insurance and other synergies

Moderator: Richard McIntosh, Managing Partner, Procura Consulting

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Richard McIntosh

Managing Partner, Procura

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A speaker photo for Will Harman

Will Harman

Principal, Apax Partners

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A speaker photo for Henrik Rundqvist

Henrik Rundqvist

Purchasing Director, Altor Equity Partners AB

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Stream B
13:45 - 14:05

Deploying data enablement systematically to drive value creation: Hg’s data team journey

Christopher Kindt
  • Hg’s ‘data enablement vision’
  • What this means in practice: the data lifecycle of one of our companies, from diligence, ownership, to exit
  • Overview of the data projects deployed to-date
  • Thoughts on how to start the journey
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Christopher Kindt

Director, Hg Capital

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14:05 - 14:25

How private equity’s value creation will be powered by data science

Sukhvinder Phalora, Steve Jones, Christopher Kindt
  • How can using data science drive value creation?
  • When to use advanced data analytics and at what point does it create the most value?
  • Should value creation teams include heads of data science?
  • What can PE learn from hedge funds use of big data

Moderator: Sukhvinder Phalora, Analytics Director, Wipro

A speaker photo for Sukhvinder  Phalora

Sukhvinder Phalora

Analytics Director, Wipro

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A speaker photo for Steve Jones

Steve Jones

Growth Acceleration Team, Livingbridge

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A speaker photo for Christopher Kindt

Christopher Kindt

Director, Hg Capital

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14:25 - 15:05

How digital transformation to the cloud is impacting private equity

Andrew Russ, Marion Leslie, Simon Ryley, Andrew Weir
  • Cloud adoption impact on PE business models and innovation
  • Challenges/opportunities in migrating legacy software architectures to the cloud
  • How to leverage the cloud
  • Case studies of successful cloud implementation

Moderator:Andrew Russ, Senior Manager Business Development, EMEA, AWS

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Andrew Russ

Senior Manager Business Development, EMEA - AWS

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A speaker photo for Marion Leslie

Marion Leslie

Managing Director, Enterprise Front Office - Refinitiv

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A speaker photo for Simon Ryley

Simon Ryley

Special-Partner – Technology, Vitruvian Partners

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Andrew Weir

Operating Partner, Hg

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15:05 - 15:45

Developing an effective cybersecurity strategy

Paul Harragan , Dean Hill, Matt Palmer
  • Putting people first: why people not technology are usually the weak spot
  • How to prioritise your portfolio by risk profile
  • The impact of breaches on sell-on value
  • Case studies where companies let their guard down

Moderator: Paul Harragan, Associate Director – Cyber Security, EY

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Paul Harragan

Cyber Security Advisor – Operational Transaction Services, EY

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A speaker photo for Dean Hill

Dean Hill

Executive Director, Eze Castle Integration

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A speaker photo for Matt Palmer

Matt Palmer

Senior Director - Cyber Risk Management, Willis Towers Watson

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Stream C
13:45 - 14:25

Getting value from the Organisational/HR Operating Partner role

Andros Payne, Ruby Biring, Robert Le Bourdais , Lisa Telford
  • Risks and benefits of different models in the market
  • When to engage the Organisational Operating Partner and for what?
  • Background, experience and competencies of successful Organisational Operating Partners
  • Pre-requisites to enable success in the role

Moderator: Andros Payne, Managing Partner and Founder, Humatica

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Andros Payne

Managing Partner and Founder, Humatica

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Ruby Biring

Head of Talent, Livingbridge

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A speaker photo for Robert Le Bourdais

Robert Le Bourdais

Senior Director – Human Capital, PSP Investments

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A speaker photo for Lisa Telford

Lisa Telford

Portfolio Talent Director, Montagu Private Equity

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14:25 - 15:05

Management team playbook: Accelerating management team effectiveness post-deal

Steven Gilbert, Mirco Iwan, Adrian Mitri, Melissa Mounce
  • Outlining the role of the operating partner in engaging management teams
  • How do you evaluate CEO performance and team dynamics?
  • Profit through people: developing and retaining the top talent
  • Case studies of successful transformations

Moderator: Steven Gilbert, Partner, RHR International

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Steven Gilbert

Partner, RHR International

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A speaker photo for Mirco Iwan

Mirco Iwan

Operating Partner, Avedon Capital Partners

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A speaker photo for Adrian Mitri

Adrian Mitri

Director - Value Add, Vitruvian Partners

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A speaker photo for Melissa Mounce

Melissa Mounce

Portfolio Operations Advisor, Baird Capital

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15:05 - 15:45

Improving board effectiveness to ensure board meetings complement value creation strategy

Megan Pantelides, Nico Helling, Warwick Nash, Matthew Parker
  • How to get value out of board meetings
  • Designing a boardpack and setting useful KPIs
  • Best practice board reporting: How to help individual companies get it right
  • Using board meetings to identify downside risks and issues with portfolio companies

Moderator: Megan Pantelides, Head of Private Equity, Board Intelligence

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Megan Pantelides

Head of Private Equity, Board Intelligence

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A speaker photo for Nico Helling

Nico Helling

Partner, Ambienta Sgr

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A speaker photo for Warwick Nash

Warwick Nash

Non-Executive Director, Independent

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A speaker photo for Matthew  Parker

Matthew Parker

Chief Executive, Babble

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15:45 - 16:15

Coffee & Networking

Interactive Afternoon sessions
16:15 - 17:00

Deal Mechanic case studies: Operational excellence stories explained by the participants

Declan Feeney, Charlotte Lawrence, Tony O'Carroll, Claus von Hermann

Chair: Declan Feeney, Private Equity Advisor, Efficio

  • Carlyle: Itconic
    Charlotte Lawrence, Associate Director – European Technology fund, Carlyle
  • SVP, Cory Riverside Partners
    Tony O’Carroll, Managing Director, Strategic Value Partners
  • Triton: Aventis
    Claus von Hermann, Investment Advisory Professional, co-head DACH, Triton
A speaker photo for Declan  Feeney

Declan Feeney

Private Equity Advisor, Efficio

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A speaker photo for Charlotte Lawrence

Charlotte Lawrence

Associate Director - European Technology fund, Carlyle Group

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A speaker photo for Tony O'Carroll

Tony O'Carroll

Managing Director, Strategic Value Partners

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A speaker photo for Claus von Hermann

Claus von Hermann

Investment Advisory Professional, co-head DACH - Triton

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17:00 - 18:15

Meet the expert: Your chance to build your contacts

Michael Andrews, Mark Billige, Kate Donaldson, Dr Paul Glenn, Christina Han, Megan Pantelides, Toby Munyard, Jason Glaun

Each presenter will make the case that you should join their table in a short 2-minute pitch. The audience will then vote on the best presentation. After the vote the room will be split into roundtable discussions each led by the expert presenter. A 30-minute roundtable discussion will be followed by informal networking allowing delegates to move freely between tables to seek advice whilst enjoying a drink.

  • Thematic Sourcing – Christina Han (Partners Group)
  • Commercial Transformation – Kate Donaldson (Alvarez & Marsal)
  • After-Sales – Paul Glenn (Deutsche Private Equity)
  • Customer Experience – Michael Andrews (Sabio)
  • Procurement – Toby Munyard (Efficio Consulting)
  • Pricing – Mark Billige (Simon Kucher)
  • AI & Automation – Jason Glaun (Automation Anywhere)
  • Board Effectiveness – Megan Pantelides (Board Intelligence)
A speaker photo for Michael Andrews

Michael Andrews

VP Commercial Strategy, Sabio

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A speaker photo for Mark Billige

Mark Billige

Managing Partner UK, Simon-Kucher & Partners

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A speaker photo for Kate Donaldson

Kate Donaldson

Managing Director, Alvarez & Marsal

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A speaker photo for Dr Paul  Glenn

Dr Paul Glenn

Portfolio Director, Deutsche Private Equity

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A speaker photo for Christina  Han

Christina Han

Vice President, Industry Value Creation, Partners Group

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A speaker photo for Megan  Pantelides

Megan Pantelides

Head of Private Equity, Board Intelligence

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A speaker photo for Toby Munyard

Toby Munyard

Vice President, Efficio Consulting

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A speaker photo for Jason Glaun

Jason Glaun

Director Private Equity, Automation Anywhere

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18:15 - 19:30

Close of Conference & Cocktail Reception

Agenda

Day 2 - Wednesday 22nd

European Operating Partners Forum 2019 - Day 2
07:50 - 09:15

Invitation-only Think Tank for Operating Partners

Miles Graham , Tony O'Carroll

This closed-door session is an opportunity to share first-hand accounts on how to best position yourself in your career as an operating partner. The think tank will expose the toughest challenges operating partners face daily and will allow you to learn best practices in dealing with them.

A speaker photo for Miles  Graham

Miles Graham

Operating Partner, Metro AG

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A speaker photo for Tony O'Carroll

Tony O'Carroll

Managing Director, Strategic Value Partners

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09:15 - 09:20

Chairperson’s welcome

Sandeep Dhillon
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Sandeep Dhillon

CEO, Talmix

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09:20 - 10:00

Enabling management teams to boost returns

Marcel Baettig, Laura Dillon , Melissa Mounce, David Whitmore
  • Senior management: Make or Buy
  • Setting the portfolio company organisation up for success
  • Accelerating value creation through upfront talent assessment and enablement
  • CEO viewpoint on where management typically needs enablement to succeed

Moderator: Marcel Baettig, Managing Partner, Humatica

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Marcel Baettig

Managing Partner, Humatica

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A speaker photo for Laura Dillon

Laura Dillon

Principal, Riverside Europe Partners

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A speaker photo for Melissa Mounce

Melissa Mounce

Portfolio Operations Advisor, Baird Capital

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A speaker photo for David Whitmore

David Whitmore

CEO, Slate & Gordon

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10:00 - 10:35

Managing Transformations for Long Term Value Creation

Nick Hulse, Olena Neznal, Nick Corrigan, Mark Turner
  • New Coverage Models
  • Benchmarking Sales Productivity
  • Growth Strategies

Moderator: Nick Hulse, Managing Director – Europe, Sales Benchmark Index

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Nick Hulse

Managing Director – Europe, Sales Benchmark Index

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A speaker photo for Olena Neznal

Olena Neznal

Vice President and Head of EMEA Kimberly-Clark Professional - Kimberly-Clark, KCP Division

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A speaker photo for Nick Corrigan

Nick Corrigan

President and Managing Director, UK & Ireland - Global Payments

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A speaker photo for Mark  Turner

Mark Turner

EVP Global Sales & Field Operations, Genesys Telecommunications Laboratories

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10:35 - 11:05

Integrating marketing, sales and service in the c-suite

Andrew Horvath, Daniel Gilbert, David Kirby
  • How new revenue models and buying processes are blurring the roles of marketing, sales and service
  • Developing and leveraging a Chief Revenue Officer role in portfolio companies
  • Defining success – requirements for driving performance across the entire customer journey
A speaker photo for Andrew Horvath

Andrew Horvath

Principal, Alexander Group, Inc

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A speaker photo for Daniel Gilbert

Daniel Gilbert

CEO, Brainlabs

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A speaker photo for David Kirby

David Kirby

Value Strategy Team, Livingbridge

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11:05 - 11:40

Coffee & Networking

European Operating Partners Forum 2019 - Day 2
11:40 - 12:20

How PE firms add value through operating partners

Mark Veldon, Alejandro Alcalde Rasch, Daniel Broadhurst, Amanda Good, Immo Rupf
  • Utilising the portfolio support group
  • Latest trends in structuring a value creation team
  • When to bring in consultants and what type of people to bring in
  • Managing staffing at portfolio companies

Moderator: Mark Veldon, Managing Director, Alix Partners

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Mark Veldon

Managing Director, AlixPartners

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A speaker photo for Alejandro  Alcalde Rasch

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

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A speaker photo for Daniel  Broadhurst

Daniel Broadhurst

Director, Marlin Equity Partners

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A speaker photo for Amanda Good

Amanda Good

Partner, Hg

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A speaker photo for Immo Rupf

Immo Rupf

Partner, Operations, Cinven

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12:20 - 12:50

Ensuring success when utilising strategic nearshore options for portfolio companies

Hazem Abolrous
  • Exploring the reasons that firms look to nearshore options
  • Sourcing talent and finding the best culture match for your organisation
  • Working with CEOs to maximise opportunities
  • Outlining successful case studies and developing a checklist for operating partners
A speaker photo for Hazem Abolrous

Hazem Abolrous

Managing Director, Crosslake

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12:50 - 13:15

Oxford debate: This house believes that private equity removes too many CEOs too quickly

Rob Southern, Alan Foster, Mirco Iwan, James Markham, Bryan Turner

Moderator:
Rob Southern
, Managing Director, Alvarez & Marsal


Against the motion
James Markham
, Partner – Portfolio Management, Graphite Capital

Mirco Iwan, Operating Partner, Avedon Capital Partners

For the motion
Alan Foster, Partner, ghSmart
Bryan Turner
, Interim Executive & Non-Exec

A speaker photo for Rob Southern

Rob Southern

Managing Director, Alvarez & Marsal

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A speaker photo for Alan Foster

Alan Foster

Partner, ghSmart

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A speaker photo for Mirco Iwan

Mirco Iwan

Operating Partner, Avedon Capital Partners

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A speaker photo for James Markham

James Markham

Partner, Portfolio Management - Graphite Capital

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A speaker photo for Bryan Turner

Bryan Turner

Interim Executive & Non-Exec, Independent

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13:15 - 13:15

Close of Conference


2019 Confirmed Sponsors

The Operating Partners Forum: Europe offers a unique opportunity for organisations to raise their profile as part of the premier meeting for Private Equity professionals focused on value creation.

For more information on the available sponsorship opportunities contact Christopher Wagland, chris.w@peimedia.com or call +44 (0) 207 566 5475



Connect with 170+ Operating Partners

Countless opportunities to connect with other Operating Partners

The only European event bringing together more than 150 experts in value creation at private equity firms together with the surrounding industry.

Informal relationship building

Join your peers during drinks receptions, breakfasts and lunches to connect with potential partners in a more relaxed atmosphere.

Structured networking 

Structured networking sessions will be held during conference breaks to allow you to identify attendees with similar interests and goals.


1 Cadogan Pl, Belgravia, London, SW1X 9PY

Jumeirah Carlton Tower