Global operating partners’ perspectives on the year ahead

What lies ahead for operating partners and value creation initiatives? What key themes emerged from 2020 and the pandemic? What are the most important macro and PE trends that will impact strategies moving forward? Operational experts gathered together for a deep dive into the year ahead on February 25.

Watch the February deep dive session on demand with an Operating Partners All Access membership.

View the Deep Dive summary

Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

Geoff Baird is a Senior Operating Executive partnering with Palladium Equity in the technology sector. Working as a consultant he leverages extensive PE experience assisting sourcing of new investments and driving growth in their technology portfolio… Read full bio

Immo Rupf

Partner, Cinven

Immo is a member of the Portfolio team, based in the London office. Previously, Immo worked at Inchcape plc as CEO in Russia. Prior to that and also at Inchcape plc, Immo was Chief Strategy Officer in London, where he had direct responsibility for bu… Read full bio

Aviva Shneider

Principal (Operating Partner), CVC Capital Partners

Aviva Shneider is a Principal (Operating Partner) with CVC Capital, where she primarily supports the US investment deal teams in assessing new investments and driving portfolio company performance. Prior to joining CVC Aviva has built extensive manag… 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

Jon Weber

Global Head of Portfolio Operations, Elliott Management Corporation

Jon is Head of the Global Portfolio Operations Group at Elliott Management Corp, where he works with management and boards of companies in which Elliott funds are an influential investor. Prior to joining Elliott, Jon headed teams responsible for ope… Read full bio
Day 1

Agenda

The Year Ahead Deep Dive - Thursday 25th

Agenda
09:55 - 10:00

Welcome from PEI and introduction to Operating Partners All Access

10:00 - 10:45

The Year Ahead: Trends in value creation in 2021

Jon Weber, Geoffrey Baird, Aviva Shneider, Immo Rupf, Kush Tulsidas
  • Looking back at 2020 playbooks of cost control, focusing on customers, gaining access to government support: what comes next?
  • Looking at sectors: Who will the winners and losers be? For how long?
  • Is cash preservation/cost cutting still top of the agenda?
  • Shifting from defense to offense: are firms able to invest for growth? Moving from cash preservation/cost cutting to new business generation
  • Re-opening: What will a return to normalcy look like?
  • How will things change in looking at models: diligence, working with management, working in a digital world, performance monitoring/hiring, 100-day plans, salesforce effectiveness
  • Virtual/remote best practices: how much will remain vs. how much will drift away? how will travel change for businesses and for operating partners?

Moderator:
Jon Weber, Head of Global Portfolio Operations Group, Elliott Management Corporation

Panelists:
Geoffrey Baird, Senior Operating Advisor, LLR Partners
Immo Rupf, Partner, Cinven
Aviva Shneider, Principal (Operating Partner), CVC Capital Partners
Kush Tulsidas, Operating Partner, One Rock Capital Partners

A speaker photo for Jon  Weber

Jon Weber

Global Head of Portfolio Operations, Elliott Management Corporation

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Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

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A speaker photo for Aviva Shneider

Aviva Shneider

Principal (Operating Partner), CVC Capital Partners

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A speaker photo for Immo Rupf

Immo Rupf

Partner, Cinven

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A speaker photo for Kush  Tulsidas

Kush Tulsidas

Operating Partner, One Rock Capital Partners

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10:45 - 11:30

The Year Ahead interactive live discussion with operating partners

Jon Weber

Join a live interactive discussion/extended Q&A with the speakers and operating partners attending. Hear directly what is on everyone’s mind in looking at what lies ahead in 2021.

Facilitator:
Jon Weber, Head of Global Portfolio Operations Group, Elliott Management Corporation

A speaker photo for Jon  Weber

Jon Weber

Global Head of Portfolio Operations, Elliott Management Corporation

Read bio