This unique virtual event will offer an opportunity for operating partners to discuss different areas of value creation in small groups allowing you to build your network of operating partners with similar areas of expertise. There will be 10 working groups covering a broad array of topics, in addition to operating partners speed networking and keynote sessions.
Working groups will be limited to 15 operating partners with each person able to join a maximum of 2 working groups. Participants will be expected to switch on their cameras and participate in an off-record discussion.
Sign up early to ensure there is space on the areas of most of interest to you.
To gain access to the Interactive Working Groups, you must be an Operating Partners All Access member.
Day 1 - Thursday 29th
Keynote discussion: How value creation has evolved in the past year
- Evolution of the operating partner role whilst working remotely
- To what extent have things changed forever regarding best practice in value creation?
- Comparing value creation strategy now to February 2020
- Working with portfolio teams of industries that have been fundamentally changed by covid-19 disruption
Moderator: Amit Vij, Global PE Practice Leader, First Source
Creating value through a crisis
- Working with management teams on a turnaround plan
- War stories from the past 12 months
- Tips for revaluating business models and spotting opportunities in a changing economy
Moderator: Cesare Gussago, Partner, UK&I Transaction Strategy & Execution
Operating Partners Speed networking
Build your global network of operating partners. Meetings will be randomly generated over 25 minutes of intense networking. Be prepared to switch on your camera and make connections
Working Group A: Moving talent up the VCP agenda
The human capital/talent position is still relatively new with the role looking different across firms as the position evolves. This closed-door discussion will give talent experts the opportunity to discuss how to position themselves within the firm, making themselves effective and how to utilise data across their portfolio to build the workforce of the future.
Host: Conor Boden, Senior Advisor, Abu Dhabi Investment Authority and KLAR Partners
Co-host: Warwick Nash, Chair, The Chemistry Group
Working Group B: How covid-19 and remote working has changed sales
With salespeople at home, marketing is having to fill the void in many companies. This session will discuss how sales teams have changed in the past few months. With a huge shift to digital selling, participants will exchange experiences on successes and failures in 2020. What do these changes mean for PE backed businesses long-term? And how has hiring changed and what skillsets are most important?
Hosted by Blue Ridge Partners
Host: Moti Shahani, Managing Director, Blue Ridge Partners
Co-host: Josephine Hus, Investment Professional, Permira Advisers
Working Group C: Working effectively with the investment team
The position of operating partners within most firms has advanced significantly in recent years. Whilst the days of operating partners being treated as second class citizens are largely behind us, there are still significant variations. This session will consider how operating partners can make themselves indispensable to the firm and work closely and effectively with the investment team.
Host: Susanne Vanner, Partner, Transaction Strategy & Execution, EY
Co-host: Alejandro Alcalde Rasch, Senior Director – Portfolio Support, APS Advisory
Working Group D: Building a roadmap for technological change
With technology so crucial to any value creation strategy, this workshop will assess how to embed digital change into the wider transformation plan. As well as the importance of having the right management team in place to make the changes essential to scaling an organisation. Participants will be encouraged to share some of the challenges they have faced and overcome whilst executing technological change within portfolio businesses.
Hosted by Alix Partners
Host: Catherine Sherwin, Managing Director, Alix Partners
Co-host: Lisa Weaver-Lambert, Data and Digital Operating Partner
Working Group E: How to work with portfolio companies to create value through ESG
With the pandemic highlighting how a robust approach to sustainability can help firms navigate through economic disruption, ESG continues to rise up the agenda. The discussion will highlight how to sell ESG principles as a value creation tool to portfolio companies. How some firms are incorporating ESG within their portfolio group and the potential impact on multiples at exit.
Hosted by First Source
Host: Amit Vij, Global PE Practice Leader, First Source
Co-host: Shami Nissan, Head of Responsible Investment, Actis
Working Group F: Using digital and analytical tools to enhance procurement savings
Procurement has always been one of the quick wins for PE firms when adding value to a portfolio company. New digital tools and advanced analytics are creating opportunities to make savings beyond traditional areas. This workshop will discuss tools that PE firms have utilised to address procurement and purchasing across their entire portfolio
Hosted by 4C
Host: Jamie Loder, Director – Private Equity, 4C Associates
Co-host: Riccardo Basille, Principal, Permira
Working Group G: How to improve customer retention and optimise for customer lifetime value – key principles & best practices
Given the typically high cost of acquiring new customers, driving customer retention and cross-/up-sell is a crucial value creation lever for recurring revenue businesses. This session will explore key principles and practical best practices, as well as key metrics to track for continuous performance improvement. An open discussion allowing you to learn from other operating partners on what works and what doesn’t in terms of churn prevention and growing customer value over time.
Hosted by Simon Kucher & Partners
Host: Mark Billige, CEO, Simon-Kucher & Partners
Co-host: Marty Guinoo, Operating Partner, EMEA Lead, Apax Partners
Working Group H: Board effectiveness masterclass
This session will assess mistakes often made during board meetings, consider how they can get in the way of management teams and how to avoid this. The ideal skillset composition of the board, maintaining focus, considering the role of the chair and innovative approaches to board meetings will.
Hosted by YSC
Host: Phil Whichello, Director, Head of Private Equity (EME), YSC
Co-host: Elizabeth Wallace, Head of Portfolio Talent, Hg
Working Group I: How PE firms can create value through digital transformation
The pandemic has accelerated trends that were already happening, with the world doing more online, there are huge opportunities and risks for all businesses. With consumers & clients expecting a seamless digital experience in more traditional areas as well as e-commerce companies, digital is the number one priority. This discussion will consider how private equity can implement digital transformation in all types of investments.
Hosted by Wipro
Host: Srinivasaa HG, VP, Europe Business Head – Digital Engineering & Appl Services, Wipro Digital
Co-Host: Gregory Salinger, Chief Digital Officer, Apax Partners SAS
Working Group J: Value creation in times of uncertainty
The disruption of the past year has created lots of challenges but much of the economic pain is still to be felt. Businesses globally have taken advantage of unprecedented government support, but this cannot last forever. This session will discuss what to prioritise at this time, tips for re-evaluating business models and how to take advantage of this opportunity to remodel businesses for the post-pandemic world as the world returns to a more traditional recession..
Hosted by Deloitte
Host: Dave Sharman, Partner – Value Creation Services, Deloitte
Co-host: Mark Saunders, Chief Executive Officer, Mamas & Papas
Close of day
Senior Director - Portfolio Support, APS Advisory
CEO, Simon-Kucher & Partners
Senior Advisor, Abu Dhabi Investment Authority and KLAR Partners
Senior Managing Director - Operating Team, LBO France
Operating Partner - EMEA Lead, Apax Partners
Partner - UK&I Transaction Strategy & Execution
Co-Head Goods & Products, Partners Group
Investment Professional, Permira
Director -Private Equity, 4C
Managing Partner, Pollen Street Capital
Chair, The Chemistry Group
Head of Responsible Investment, Actis
Managing Director, Mayfair Equity Partners
Chief Digital Officer, Apax Partners SAS
Chief Executive Officer, Mamas & Papas
Managing Director, Blue Ridge Partners
Partner – Value Creation Services, Deloitte
Managing Director, Alix Partners
VP, Europe Business Head - Digital Engineering & Appl Services, Wipro
Partner - Transaction Strategy & Execution, EY
Global PE Practice Leader, First Source
Head of Portfolio Talent, Hg
Data and Digital Portfolio Executive
Director, Head of Private Equity (EME), YSC
For more information on the Interactive Working Groups please contact Charles Gould at firstname.lastname@example.org or call +44 (0) 203 879 3893.