Virtually connecting operating partners in specific areas of interest

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

Agenda

Day 1 - Thursday 29th

Plenary
12:00 - 12:45

Keynote discussion: How value creation has evolved in the past year

Amit Vij, Alejandro Alcalde Rasch, Fredrik Henzler, Josephine Hus
  • 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

A speaker photo for Amit Vij

Amit Vij

Global PE Practice Leader, First Source

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A speaker photo for Alejandro  Alcalde Rasch

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

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Henzler, Fredrik IMPACT21 CROPPED

Fredrik Henzler

Co-Head Goods & Products, Partners Group

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A speaker photo for Josephine Hus

Josephine Hus

Investment Professional, Permira

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12:45 - 13:30

Creating value through a crisis

Cesare Gussago, Etienne Colas, Lindsey McMurray, Paul Reading
  •        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

A speaker photo for Cesare Gussago

Cesare Gussago

Partner - UK&I Transaction Strategy & Execution

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A speaker photo for Etienne Colas

Etienne Colas

Senior Managing Director - Operating Team, LBO France

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A speaker photo for Lindsey McMurray

Lindsey McMurray

Managing Partner, Pollen Street Capital

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A speaker photo for Paul Reading

Paul Reading

Managing Director, Mayfair Equity Partners

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13:30 - 14:00

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

Interactive working groups
14:00 - 15:00

Working Group A: Moving talent up the VCP agenda

Warwick Nash, Conor Boden

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

 

A speaker photo for Warwick Nash

Warwick Nash

Chair, The Chemistry Group

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A speaker photo for Conor Boden

Conor Boden

Senior Advisor, Abu Dhabi Investment Authority and KLAR Partners

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14:00 - 15:00

Working Group B: How covid-19 and remote working has changed sales

Moti Shahani, Josephine Hus

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

A speaker photo for Moti Shahani

Moti Shahani

Managing Director, Blue Ridge Partners

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A speaker photo for Josephine Hus

Josephine Hus

Investment Professional, Permira

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14:00 - 15:00

Working Group C: Working effectively with the investment team

Susanne Vanner, Alejandro Alcalde Rasch

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

A speaker photo for Susanne Vanner

Susanne Vanner

Partner - Transaction Strategy & Execution, EY

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A speaker photo for Alejandro  Alcalde Rasch

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

Read bio
14:00 - 15:00

Working Group D: Building a roadmap for technological change

Catherine Sherwin, Lisa Weaver-Lambert

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

A speaker photo for Catherine  Sherwin

Catherine Sherwin

Managing Director, Alix Partners

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A speaker photo for Lisa Weaver-Lambert

Lisa Weaver-Lambert

Data and Digital Portfolio Executive

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14:00 - 15:00

Working Group E: How to work with portfolio companies to create value through ESG

Amit Vij, Shami Nissan

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

A speaker photo for Amit Vij

Amit Vij

Global PE Practice Leader, First Source

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A speaker photo for Shami  Nissan

Shami Nissan

Head of Responsible Investment, Actis

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15:00 - 15:30

Break

Interactive working groups
15:30 - 16:30

Working Group F: Using digital and analytical tools to enhance procurement savings

Jamie Loder, Riccardo Basile

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

A speaker photo for Jamie Loder

Jamie Loder

Director -Private Equity, 4C

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A speaker photo for Riccardo  Basile

Riccardo Basile

Principal, Permira

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15:30 - 16:30

Working Group G: How to improve customer retention and optimise for customer lifetime value – key principles & best practices

Marty Guinoo, Mark Billige

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

A speaker photo for Marty Guinoo

Marty Guinoo

Operating Partner - EMEA Lead, Apax Partners

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A speaker photo for Mark Billige

Mark Billige

CEO, Simon-Kucher & Partners

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15:30 - 16:30

Working Group H: Board effectiveness masterclass

Elizabeth Wallace, Phil Whichello

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

A speaker photo for Elizabeth Wallace

Elizabeth Wallace

Head of Portfolio Talent, Hg

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A speaker photo for Phil Whichello

Phil Whichello

Director, Head of Private Equity (EME), YSC

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15:30 - 16:30

Working Group I: How PE firms can create value through digital transformation

Srinivasaa HG, Gregory Salinger

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

A speaker photo for Srinivasaa HG

Srinivasaa HG

VP, Europe Business Head - Digital Engineering & Appl Services, Wipro

Read bio
A speaker photo for Gregory Salinger

Gregory Salinger

Chief Digital Officer, Apax Partners SAS

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15:30 - 16:30

Working Group J: Value creation in times of uncertainty

Dave Sharman, Mark Saunders

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

A speaker photo for Dave Sharman

Dave Sharman

Partner – Value Creation Services, Deloitte

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A speaker photo for Mark Saunders

Mark Saunders

Chief Executive Officer, Mamas & Papas

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16:30 - 16:30

Close of day

Speakers

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

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

Riccardo Basile

Principal, Permira

Riccardo is a member of the Portfolio Group. He has worked on a number of transactions including Allegro, Axiom, Magento, Synamedia and Tricor. Prior to joining Permira, Riccardo was a Director at AlixPartners in London for five years, where he deliv… Read full bio

Mark Billige

CEO, Simon-Kucher & Partners

Mark Billige is CEO of Simon-Kucher and Partners. He was elected to lead the consultancy alongside Andreas von der Gathen in 2019. During his 15-year career with the company, he has grown the UK business as managing partner and served on the company’… Read full bio

Conor Boden

Senior Advisor, Abu Dhabi Investment Authority and KLAR Partners

Conor is a senior advisor on board-level network development, recruitment and board effectiveness, primarily in a private equity context. His clients include the Abu Dhabi Investment Authority (a leading sovereign wealth fund), Advent International (… Read full bio

Etienne Colas

Senior Managing Director - Operating Team, 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

Marty Guinoo

Operating Partner - EMEA Lead, Apax Partners

Marty Guinoo is an Operating Partner in the OEP team. He joined Apax Partners in 2016 and is currently based in the UK. Prior to joining Apax Partners, Marty had over 10 years of experience running and selling assets for private equity. During that t… Read full bio

Cesare Gussago

Partner - UK&I Transaction Strategy & Execution

Cesare is a Partner in EY’s UK&I Strategy and Transactions team. He has worked closely with both private equity and corporate clients, focusing on how businesses deliver value in transactions. Cesare specialises in designing and executing fast-pa… Read full bio
Henzler, Fredrik IMPACT21 CROPPED

Fredrik Henzler

Co-Head Goods & Products, Partners Group

Fredrik Henzler is Co-Head Goods and Products vertical, based in Zug. He is a member of the Global Executive Board, the Global Investment Committee and the Private Equity Directs Investment Committee, as well as a member of the Board of Directors of… Read full bio

Josephine Hus

Investment Professional, Permira

Josephine is a member of the Portfolio Group and leads digital transformation topics across the portfolio. She has worked on a number of transactions including Clearwater Analytics. Prior to joining Permira, Josephine worked for Asurion as its Chief… Read full bio

Jamie Loder

Director -Private Equity, 4C

Jamie Loder is a Director of 4C Associates and heads our private equity practice. He has worked in, with or for private equity funds for nearly twenty years and has been involved in all aspects of investment from deal sourcing, due diligence, executi… Read full bio

Lindsey McMurray

Managing Partner, Pollen Street Capital

Lindsey McMurray founded Pollen Street in 2013 and is the Managing Partner as well as Chairman of the investment committee. Lindsey McMurray has been a private equity investor for 25 years with a particular focus on the Financial Services sector. Bef… Read full bio

Warwick Nash

Chair, The Chemistry Group

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

Shami Nissan

Head of Responsible Investment, Actis

Shami leads Actis’ approach to responsible investment, working closely with investment colleagues and company management to assess and manage sustainability issues, helping to build world-class businesses and to deliver societal benefits. Shami is a… Read full bio

Paul Reading

Managing 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

Gregory Salinger

Chief Digital Officer, Apax Partners SAS

Gregory joined Apax Partners in 2017 as Chief Digital Officer. He is now Operating Partner Digital & Sustainability. Gregory holds an MBA from Harvard Business School, a diploma in International Studies from Johns Hopkins School of International… Read full bio

Mark Saunders

Chief Executive Officer, Mamas & Papas

A proven track record as Chief Executive/Managing Director working with 6 international organisations. Identified growth opportunities, utilising commercial acumen and sound judgement to achieve consistently excellent results. Worked with the board,… 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

Dave Sharman

Partner – Value Creation Services, Deloitte

Dave leads the Value Creation Services team in the UK. His focus is Value Creation Planning and Implementation for Private Equity acquisition targets, portfolio companies and corporates. He has over 25 years’ experience in professional services, and… Read full bio

Catherine Sherwin

Managing Director, Alix Partners

Catherine covers all aspects of consulting—from enterprise turnaround to digital transformation. Catherine leads on digital and tech service offerings across Europe, and clients benefit from her 25 years of professional experience in the area of tech… Read full bio

Srinivasaa HG

VP, Europe Business Head - Digital Engineering & Appl Services, Wipro

As one of the five founding members of Wipro Digital, Srinivasaa HG’s (Srini’s) focus has been to establish a business that accelerates value creation for clients in their transformation journey. In his new expanded role as UKI & Europe head of I… Read full bio

Susanne Vanner

Partner - Transaction Strategy & Execution, EY

Susanne is a Partner in our Transaction Strategy & Execution Services. She has 22 years of industry experience in global and FTSE businesses. She leads the Customer competency, focusing on value creation in transactions across sales, service and… Read full bio

Amit Vij

Global PE Practice Leader, First Source

Amit Vij is Global Head – Private Equity Practice at Firstsource Solutions. He is responsible for engagement with PE funds on portfolio value creation through Growth, Transformation and Operational Efficiency initiatives across the deal life cycle in… Read full bio

Elizabeth Wallace

Head of Portfolio Talent, Hg

Elizabeth Wallace is the Head of Portfolio Talent at Hg and is responsible for ensuring outstanding talent continues to be hired and supported in our portfolio companies. Before joining Hg in 2019, Elizabeth worked at BlackRock, the world’s largest a… Read full bio

Lisa Weaver-Lambert

Data and Digital Portfolio Executive

Lisa is senior executive with extensive experience using data and technology to accelerate performance. Previously Digital and Data Director for a Mid-Cap Private Equity firm, ex-Accenture, and brings a strong and diverse line role experience in busi… Read full bio

Phil Whichello

Director, Head of Private Equity (EME), YSC

For the first nine years of his career, Phil held commercial management roles at a major corporation. There he discovered his love for people development. After completing a Master’s degree in Business Psychology, Phil joined YSC in 2003. Phil’s purp… Read full bio

 

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