Drive human capital as a key value creation lever

Now in its third year, the Operating Partners Human Capital Forum brings together an elite crowd of human capital value creators and operating partner talent specialists. It is the place to meet key players in the PE community and get a firm grasp on initiatives designed to transform operations, deliver growth, and drive value creation strategies through talent.

At this critical time in the economic cycle, you’ll uncover how leading firms achieve value creation through the human capital function.

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“Tremendous event. This is where we push forward value creation through human capital.”

Jimmy Holloran

Partner and Head of Talent, American Industrial Partners

Agenda highlights

Join discussions with leading PE operating specialists and learn key strategies to accelerate growth & transformation through human capital. The 2024 agenda will include:

  • Think tank value creation war room: working with founder-led company CEOs
  • AI’s impact on the talent function in PE and the future workforce
  • Preparing human capital operating partners for the board
  • New vs. old talent value creation levers: an inside look at the evolution of the role
  • Comparing operating partner human capital models and team structures
  • Compensation plans: tools, benchmarks, and data
  • The modern C-suite: uncovering the right traits for current times
  • Operating partner-CHRO dynamics
  • And much more…

Connect with the leading talent operating partner network:

Accel-KKR
Advent International
American Industrial Partners
Arcline Investment Management
Argosy Capital Group
Arsenal Capital Partners
Ascend Partners
Aterian Investment Partners
Audax Group
Bain Capital
Berkshire Partners
Blackstone
The Carlyle Group
Centerbridge Partners
Crestview Partners
Dyal Capital
EQT Partners
FFL Partners
Frazier Healthcare Partners
Gauge Capital
General Atlantic
Generate Capital
Georgian Partners
Goldman Sachs
Great Hill Partners
Gryphon Investors
GTCR
HCI Equity Partners
HGGC
H.I.G. Capital
JLL Partners
JMI Equity
Kelso & Company
Keystone Capital Management
Leonard Green
Level Equity Management
LightBay Capital
Lightyear Capital
Madison Dearborn Partners
Mainsail Partners
MidOcean Partners
Mubadala
New State Capital Partners
Norwest Equity Partners
Oak Hill Capital
One Rock Capital
Onex
Paine Schwartz Partners
ParkerGale
Platform Partners
Platinum Equity
Prairie Capital
PSG
Resolve Growth
Rotunda Capital Partners
Searchlight Capital Partners
Serent Capital
Sheridan Capital Partners
Spectrum Equity
Summit Partners
Sycamore Partners
Symphony Technology Group
Ta Associates
Tailwind Capital
The Riverside Company
The Sterling Group
Thomas H Lee Partners
Thompson Street Capital
TJC
TowerBrook
Trivest Partners
Vector Capital
Vistria Group
Warburg Pincus
Welsh, Carson, Anderson & Stowe
WestCap
Wind Point Partners

Speakers

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Agenda

Download the 2024 agenda covering human capital value creation challenges and opportunities for private equity and portfolio companies.

If you are interested in a speaking role please contact Marc Mele at marc.m@pei.group.

 

Download the agenda

Day 1 Day 2
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Agenda

2024 Agenda Day 1 - Wednesday 27th

Registration and breakfast
07:30 - 08:30

Registration and breakfast

Human capital operating partners think tanks (for operating partners only)
08:00 - 08:50

Think Tank Room 1 — Working with founder-led company CEOs

Emily Azevedo, Kristin Brown Patrick

Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.

Facilitators:
Emily Azevedo, Partner and Head of Talent, Mainsail Partners
Kristin Patrick, Senior Operating Partner, Human Capital, New State Capital Partners

A speaker photo for Emily  Azevedo

Emily Azevedo

Operating Partner and Head of Talent, Mainsail Partners

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A speaker photo for Kristin Brown Patrick

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

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08:00 - 08:50

Think Tank Room 2 — Maximizing the impact of your role as a human capital operating partner

David Cohen, Marya Stansky

Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.

Facilitators:
David Cohen, Partner, Human Capital, Kelso
Marya Stansky, Operating Partner, Portfolio Talent, New Mountain Capital

A speaker photo for David Cohen

David Cohen

Partner, Human Capital, Kelso

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A speaker photo for Marya Stansky

Marya Stansky

Operating Partner, Portfolio Talent, New Mountain Capital

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PEI’s welcome and chairman’s opening remarks
08:50 - 09:10

PEI’s welcome and chairman’s opening remarks

Tony Buffum

Chairman:
Tony Buffum, Vice President of HR Client Strategy, Upwork

A speaker photo for Tony  Buffum

Tony Buffum

Vice President of HR Client Strategy, Upwork

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Plenary sessions
09:10 - 09:50

The new and expanded mandate of the human capital operating partner in PE

Ted Bililies, Courtney della Cava, Jimmy Holloran, Chris Trendler, Allison Walker
  • Understanding why PE firms needs a new talent strategy: how do human capital partners ensure the value creation plan’s human capital focus is on point to strategically execute
  • Sharing modern and innovative playbooks for value creation: what new and additional levers are most impactful in your role? How are you accelerating delivery?
  • What does the new leadership playbook and agenda look like?
  • Analyzing how industry, macro, and technology changes will affect the future function
  • As we look to the future, what would you change, do more of, and improve to have even more impact?

Moderator:
Ted Bililies, Partner and Managing Director, AlixPartners

Panelists:
Courtney della Cava, Senior Managing Director and Global Head of Portfolio Talent and Organizational Performance, Blackstone
Jimmy Holloran, Partner and Head of Talent, American Industrial Partners
Chris Trendler, Managing Director, Head of Portfolio Talent, Madison Dearborn Partners
Allison Walker, Partner and Chief Talent Officer, FTV Capital

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

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A speaker photo for Courtney della Cava

Courtney della Cava

Senior Managing Director, Global Head of Portfolio Talent and Organizational Performance, Blackstone

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A speaker photo for Jimmy Holloran

Jimmy Holloran

Partner – Talent, American Industrial Partners

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A speaker photo for Chris Trendler

Chris Trendler

Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

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A speaker photo for Allison Walker

Allison Walker

Partner and Chief Talent Officer, FTV Capital

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09:50 - 10:30

Preparing human capital operating partners for the board

Dan Hawkins, Tracey Abbott, David Cohen, Renata Dinkelmann, Jack Scott
  • What topics are coming to company Boards related to talent and human capital? What talent topics are standard areas of focus for every Board meeting?
  • What is a standard Talent agenda in Board meetings versus bespoke?
  • Do you discuss CEO performance and Succession at the Board?
  • Do Heads of Talent sit on Boards? How can Heads of Talent join a Board?
  • How often do Heads of Talent speak to the Board? How should Heads of Talent prepare for Board meetings?
  • Does sitting on a Portco Board create a conflict of interest?
  • What are some Board trends that Heads of Talent must be prepared to address?
  • How can Boards raise their game by having a Head of Talent as a Director?

Moderator:
Dan Hawkins, Founder and CEO, Summit Leadership Partners

Panelists:
Tracey Abbott, Director, Mubadala Performance Partners, Mubadala
David Cohen, Partner, Human Capital, Kelso
Renata Dinkelmann, Managing Director, Head of Human Capital, Paine Schwartz Partners
Jack Scott, Operating Partner – Human Capital, FFL Partners

A speaker photo for Dan Hawkins

Dan Hawkins

Founder and CEO, Summit Leadership Partners

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A speaker photo for Tracey Abbott

Tracey Abbott

Director, Mubadala Performance Partners, Mubadala

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A speaker photo for David Cohen

David Cohen

Partner, Human Capital, Kelso

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A speaker photo for Renata Dinkelmann

Renata Dinkelmann

Head of Human Capital, Paine Schwartz Partners.

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A speaker photo for Jack Scott

Jack Scott

Operating Partner-Human Capital, FFL Partners

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10:30 - 11:10

Assessing CEOs and management teams across the lifecycle

Emily Azevedo, Camille DeLaite, John Knapp, Katie Solomon
  • Uncovering the best leadership assessments and tools to utilize with management teams to create alignment; what are the latest innovations in assessment?
  • Sharing views on the ideal composition of executives and pinpointing/predicting what makes executives successful in private equity
  • CEO performance review processes across the portfolio in different phases of the lifecycle
  • How do you assess management teams in the due diligence phase? How do you approach the onboarding process?
  • How do you identify and understand when you need a new executive member?
  • How do you assess and engage with management teams while building and maintaining relationships both during the 100 days and beyond? How do you build trust to be able to scale faster?
  • What do portco executives think is most important in the value creation plan across the lifecycle?

Moderator:
Dennis Schroeder, CEO, Leadership, Inc.

Panelists:
Emily Azevedo, Partner and Head of Talent, Mainsail Partners 
Camille DeLaite, Operating Partner, Talent, Charlesbank Capital Partners
John Knapp, Operating Director, Portfolio Talent, Berkshire Partners
Katie Solomon, Managing Director, Talent Management, Genstar Capital

A speaker photo for Emily  Azevedo

Emily Azevedo

Operating Partner and Head of Talent, Mainsail Partners

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A speaker photo for Camille DeLaite

Camille DeLaite

Operating Partner, Talent, Charlesbank Capital Partners

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A speaker photo for John Knapp

John Knapp

Operating Director, Talent, Berkshire Partners

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Katie Solomon, Genstar Capital

Katie Solomon

Managing Director, Talent Management, Genstar Capital

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11:10 - 11:50

Uncovering how human capital operating partners can achieve meaningful influence within PE firms

Sean Mooney, Steven Maxwell, Kristin Schroeder
  • Having a strategic seat at the table: how can human capital operating partners/teams move from nascent buy-in to having meaningful power and influence within PE firms?
  • How to define your role with the ability to drive real change within both PE firms teams and portcos
  • What do best in class roles look like and how do you get buy in from senior partners and the deal team that clarifies and enables the full range of your capabilities to create differential value?

Moderator:
Sean Mooney, Founder and CEO, BluWave

Panelists:
Steven Maxwell, Senior Vice President, Portfolio Human Capital, Audax Private Equity
Kristin Schroeder, Operating Partner, Talent & Co-Head of Diversity and Inclusion, Welsh, Carson, Anderson & Stowe

A speaker photo for Sean Mooney

Sean Mooney

Founder and CEO, BluWave

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A speaker photo for Steven Maxwell

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

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A speaker photo for Kristin Schroeder

Kristin Schroeder

Operating Partner, Talent & Co-Head of Diversity and Inclusion, Welsh, Carson, Anderson & Stowe

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Networking coffee break
11:50 - 12:20

Networking coffee break

Interactive Working Group Series I
12:20 - 13:00

Interactive Working Group 1 (for operating partners only) — Strategic integration of human resources in value creation through employee benefit program optimization and cost savings

Todd Miller, John Weaver

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • How can Human Resources establish a strategic role in driving measurable cost savings aligned with the value-creation strategy goals of the private equity firm?
  • What creative solutions can be identified within employee benefit programs to ensure cost savings while maintaining fiduciary responsibility?
  • In the pursuit of achieving savings, how can a “do no harm” approach be implemented to avoid negative impacts on jobs and employee satisfaction?
  • What strategies can be employed to develop metrics that effectively measure material returns resulting from Human Resources led cost-saving initiatives, and how can Human Resources stay adaptable to market dynamics during this process?

Facilitators:
Todd Miller, CEO, Risk International
John Weaver, Senior Director, Risk International 

A speaker photo for Todd Miller

Todd Miller

CEO, Risk International

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A speaker photo for John Weaver

John Weaver

Senior Director, Risk International

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12:20 - 13:00

Interactive Working Group 2 (for operating partners only) — Leveraging references as a tactical component in your human capital toolbox

Steven Berman

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • Operating partners share lessons learned: what works best and what doesn’t when it comes to utilizing references?
  • Sharing strategic elements of forensic referencing to make the right decisions about candidates
  • Discussing off sheet and back-channel referencing: how are you doing it and what resources and tools are you utilizing for it?
  • What are the long-term benefits and advantages of applying strategic methodologies to references? Do you outsource it or do it in house?
  • What tools and technologies are most effective to facilitate referencing and candidate tracking?
  • How do you protect the confidentiality in handling the process?

Facilitator:
Steven Berman, Executive Search Director, Accel-KKR

A speaker photo for Steven Berman

Steven Berman

Executive Search Director, Accel-KKR

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12:20 - 13:00

Interactive Working Group 3 (for operating partners only) — Accelerating decision making through data and analytics for the human capital function: tracking done right

Myra D'Souza

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • How do you develop KPIs and what are your leading human capital indicators of performance? What macro and labor data trends are you paying close attention to?
  • AI, KPIs, metrics and data science for talent development and assessments: technologies used to build and assess teams
  • What key metrics are you using for HR diligence and the onboarding process? What are you doing to enrich your firm and your investment partners with data and analytics?
  • What metrics are you using throughout the different phases of the investment lifecycle?
  • What tools are you using to automate talent processes?
  • Sharing data driven insights to improve your operations cross functionally
  • Efficiency metrics: how do you track your own talent team’s ROI and performance?
  • Uncovering key differences in metrics and tracking across sectors of investment

Facilitators:
Myra D’Souza, Managing Director, PwC

A speaker photo for Myra D'Souza

Myra D'Souza

Managing Director, Deals Rapid Value Delivery - Talent, PwC

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Networking lunch
13:00 - 14:00

Networking lunch

Breakouts I
14:00 - 14:40

Track 1 — Accelerating talent to value in your due diligence to 100-day human capital playbooks

Chris Smith, Robert Murray, Cara Nealon, Steve Schloss
    • Is your human capital team/function taking on more responsibilities for due diligence?
    • How do you influence the diligence process when you don’t have carte blanche; how do you infuse human capital diligence into a process where it is missing? What is the pull-through on your end?
    • What is your tactical approach to human capital and management team due diligence based on your value creation plan? How deep into the organization’s structure are you going from a diligence point of view?
    • How do you ensure your 100-day plan does not turn into a 500-day plan? What should be prioritized in the first 100 days vs. later stage? What are your top 3 talent related initiatives/goals in the early months at your portfolio companies?
    • How does the PE talent function accelerate talent to value in the first 100 days and how are you measuring it?
    • What’s most challenging in the first 100-days talent wise in the current environment? How do you identify risks early on?
    • What are the most important dos and don’ts when it comes to the first 100 days? How do you engage and build relationships with your portfolio companies in the early stage?

Moderator:
Chris Smith, Partner, Leathwaite

Panelists:
Robert Murray, Senior Vice President, Portfolio Human Capital, Audax Private Equity
Cara Nealon, Senior Vice President, Talent, Portfolio Group, Bain Capital
Steve Schloss, Operating Partner and Head, Leadership Center of Excellence, Edison Partners

A speaker photo for Chris  Smith

Chris Smith

Partner, Leathwaite

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A speaker photo for Robert Murray

Robert Murray

Senior Vice President, Portfolio Human Capital, Audax Private Equity

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A speaker photo for Cara Nealon

Cara Nealon

Senior Vice President, Talent, Portfolio Group, Bain Capital

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A speaker photo for Steve Schloss

Steve Schloss

Operating Partner, Head/Leadership Center of Excellence, Edison Partners

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14:00 - 14:40

Track 2 — Organizational design and effectiveness to scale for long term growth

Tom Corbitt, Bernardo Arrospide, Randi Moran, Maggie van de Griend, Keith Warren
  • What are the latest trends in org design and how do you think about it?
  • What are key indicators of org health? What are the most common indicators that a new org set-up is needed and how do you go about doing it?
  • Who do you involve in the org design and strategy process? How do you ensure clarity in its purpose? What is required from a leadership standpoint to achieve your org design goals?
  • What are the biggest risks and challenges in the implementation process? How do you deal with resistance and disruptive factors?
  • How do you assess if the organizational design is delivering on its intended purpose? Are there specific KPIs that you utilize?
  • What are the long-term implications of org design: how does it allow you to scale over 3-4 years? How do you align it to the value creation plan and investment thesis?
  • Sharing lessons learned and what is needed in different stages of the investment lifecycle

Moderator:
Tom Corbitt, Founder and Managing Principal, Top Line Growth Partners

Panelists:
Bernardo Arrospide, Operating Vice President, Accel-KKR
Randi Moran, Chief Performance Officer, Angeles Equity Partners
Maggie van de Griend, Managing Director, Portfolio Talent, Warburg Pincus
Keith Warren, Senior Strategic Talent Advisor, LS Power

A speaker photo for Tom Corbitt

Tom Corbitt

Founder and Managing Principal, Top Line Growth Partners

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A speaker photo for Bernardo Arrospide

Bernardo Arrospide

Operating Vice President, Accel-KKR

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A speaker photo for Randi Moran

Randi Moran

Chief Performance Officer, Angeles Operations Group

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A speaker photo for Maggie van de Griend

Maggie van de Griend

Managing Director, Portfolio Talent, Warburg Pincus

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A speaker photo for Keith Warren

Keith Warren

Senior Strategic Talent Advisor, LS Power

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Breakouts II
14:40 - 15:20

Track 3 — Succession planning: how to develop the next generation of leaders

Morgan McKeown, Debra Somers, Davide Tesini
  • What is the role of CEOs and founders in looking at succession plans? How are founders and CEOs thinking about the next generation internally? What should they be doing to teach and mentor for future success?
  • What practices should organizations implement to develop the next generation into leaders?
  • What are innovative approaches to how companies are governed with an eye to the future and getting the most out of your top talent?

Panelists:
Morgan McKeown, Talent Operating Advisor, Goldman Sachs Asset Management
Samantha Smith, Principal, Portfolio Human Capital, General Atlantic
Debra Somers, Senior Vice President, Portfolio Talent, Warburg Pincus
Davide Tesini, Senior Vice President, Mubadala

A speaker photo for Morgan McKeown

Morgan McKeown

Talent Operating Advisor, Goldman Sachs Asset Management

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A speaker photo for Debra Somers

Debra Somers

Senior Vice President, Portfolio Recruitment, Warburg Pincus

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A speaker photo for Davide Tesini

Davide Tesini

Senior Vice President, Mubadala

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14:40 - 15:20

Track 4

Networking break
15:20 - 15:30

Networking coffee break

Breakouts III
15:30 - 16:10

Track 5 — Pushing DE&I higher up in the value creation agenda

  • Current state vs future state; how do you think, define, and map out DE&I
  • How is the current economic environment affecting your DE&I initiatives? What has changed in the past 12 months?
  • What initiatives are you taking to increase diverse representation at your portfolio companies? What recommendation do you give your companies on DE&I?
  • Board diversity: sharing practical examples of what needs to be built out
  • How do you identify and utilize your DE&I metrics? How do you measure diversity across the portfolio to make sure you’re held accountable
  • How do you work with CHROs on DE&I initiatives? What is actionable?

Panelists:
Johnathan Medina, Global Head of DE&I, Macquarie Asset Management

15:30 - 16:10

Track 6 — An inside look into board construction, composition, and optimization

Dana Allen, Kate Berkeley, Natalie Ings, Melissa Mounce
  • What are the skills you are looking to put on the board? What skills and experience are most often missing from boards?
  • Assessing what is needed to be the most impactful board members
  • How do you think about how to structure effective boards from an alignment point of view?
  • What is the secret to the best board/CEO relationship? Why is it important?
  • How many people from your PE firm are on the board? Do you have an independent director of the board? Are your boards getting bigger?
  • Are operating partners on your boards? Should operating partners be on boards?
  • How do you measure board effectiveness with metrics?
  • How are you thinking about boards from a diversity point of view? What are the challenges associated with it?

Panelists:
Dana Allen, Managing Director, Talent, Gauge Capital 
Kate Berkeley, Managing Director, Talent, Gryphon Investors
Natalie Ings, Managing Director, Head of Portfolio Solutions, Lightyear Capital
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR

A speaker photo for Dana Allen

Dana Allen

Managing Director, Talent, Gauge Capital

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A speaker photo for Kate Berkeley

Kate Berkeley

Managing Director, Talent, Gryphon Investors

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A speaker photo for Natalie Ings

Natalie Ings

Managing Director, Head of Portfolio Solutions, Lightyear Capital

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A speaker photo for Melissa Mounce

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

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Breakouts IV
16:10 - 16:50

Track 7 — Operating partner perspectives: what makes a great CFO?

Marc Prine, Crosby Baker
  • What makes a good CFO candidate? How do you assess CFOs to be the right technical and organizational fit?
  • Sharing war stories and challenges when it comes to recruiting the right CFO
  • What are some critical ways you enable CFOs to be successful early in the investment?
  • How do you assess and track CFO performance throughout the investment lifecycle?
  • How can CFOs drive the value creation plan and what are the biggest challenges they are facing in this environment?
  • CFO-PE dynamics: alignment, support, retainment, and development best practices

Moderator:
Marc Prine, Senior Advisor, 29Bison, A SolomonEdwards Company

Panelists:
Crosby Baker, Head of Portfolio Talent, H.I.G. Capital
David Finnie, Partner, Portfolio Resource Group, Renovus Capital Partners

A speaker photo for Marc Prine

Marc Prine

Senior Advisor, 29Bison

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A speaker photo for Crosby  Baker

Crosby Baker

Head of Portfolio Talent, H.I.G Capital

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16:10 - 16:50

Track 8 — Maximizing human capital value creation across the investment lifecycle

Ruthanne Roth , Caroline Carr, Deepti Singh, Karina Sobieski
  • Comparing human capital playbooks throughout the key stages of the lifecycle
  • When, how, and to what extent do talent partners get involved in the lifecycle?
  • How do you add value pre-deal, and during the first 100 days, first 6 months, and in the first year? How are you operating during the hold period in the current climate?
  • How do you approach strategic alignment to execute the investment thesis? How does your organization define success?
  • What is your most unique accomplishment that has added significant value?
  • Lessons learned from the battlefield: can you share examples of initiatives you thought would add significant value but did not?
  • Showcasing talent value creation best practices for the exit

Moderator:
Ruthanne Roth, Founder and CEO, Aster Talent

Panelists:
Caroline Carr, Partner, Chief Human Resources Officer, Permira
Deepti Singh, Operating Director, Human Capital, The Vistria Group
Karina Sobieski, Co-head, Portfolio Human Capital Practice, Advent International

A speaker photo for Ruthanne Roth

Ruthanne Roth

Founder and CEO, Aster Talent

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A speaker photo for Caroline Carr

Caroline Carr

Partner, Chief Human Resources Officer, Permira

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A speaker photo for Deepti Singh

Deepti Singh

Operating Director, Human Capital, The Vistria Group

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A speaker photo for Karina Sobieski

Karina Sobieski

Co-head, Portfolio Human Capital Practice, Advent International

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Networking break
16:50 - 17:00

Networking coffee break

Interactive Working Group Series II
17:00 - 17:40

Interactive Working Group 4 (for operating partners only) — Influencing and motivating portfolio company CEOs: what makes executives successful in current times

Dina Wang

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • Comparison of traits that make up great portfolio CEOs: high performing vs. low performing
  • How do you approach composition and motivation of high-performing management teams to drive long-term success for your company?
  • How do you generate alignment with the leadership team on the value creation plan – distilling it down to key action, accountability and then tracking progress/productivity
  • How do you help CEOs and deal teams work together most effectively? How can human capital operating partners help?
  • How do you motivate the leadership team to be at their best together?

Facilitator:
Dina Wang, Partner, ghSMART

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Dina Wang

Partner, ghSMART

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17:00 - 17:40

Interactive Working Group 5 (for operating partners only) — Workforce management as a driving force in human capital value creation

Greg Harmeyer, Christopher Kim

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • Understanding the most important nuances of broader workforce evaluation
  • How to scale rapidly with change readiness at all levels within your organizations: uncovering how to fully activate talent and work together in new ways
  • Looking at productivity deeper into the organization; KPIs across functions; looking at your top and bottom performers across functions
  • Setting up a data driven process to make decisions when it comes to labor
  • Getting your broader workforce aligned on the value creation plan
  • How to empower and enable middle managers to align the workforce
  • How are you strategically allocating people and resources and empowering your top talent to maximize impact?

Facilitators:
Greg Harmeyer, Co-Founder TiER1 Performance, CEO,  TiER1 Impact
Christopher Kim, Principal, Head of Human Capital, Platinum Equity

A speaker photo for Greg Harmeyer

Greg Harmeyer

CEO and Co-Founder, TiER1 Performance

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Christopher Kim

Principal, Head of Human Capital, Platinum Equity

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17:00 - 17:40

Interactive Working Group 6 (for operating partners only) — The evolution of human capital: shifting paradigms, embracing science, creating increased value

Sandy Fiaschetti, Bachul Koul

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • How are longer hold periods affecting the execution of the value creation recipe? Given longer hold periods, what are you doing to increase leadership depth and readiness for different environments?
  • How best practice is moving beyond simple recruitment and search and embracing organizational psychology tenets and data
  • Understanding the hidden gem of organizational psychology and how this expertise helps firms create alpha
  • What types of investments are necessary to support your human capital now and in future?
  • Sharing modern tips, vehicles, and solutions for assessments—for selection and for development
  • How are you accelerating the onboarding process of acquired management teams? Best practices in proactively managing integration, expectations, and conflict
  • What is being done below the C-suite to develop mid-level leaders to scale appropriately?

Facilitators:
Sandy Fiaschetti, Founder and Managing Partner, Lodestone People Consulting
Bachul Koul, Director, Warburg Pincus

A speaker photo for Sandy Fiaschetti

Sandy Fiaschetti

Founder and Managing Partner, Lodestone People Consulting

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A speaker photo for Bachul Koul

Bachul Koul

Director, Leadership Development & Organizational Effectiveness, Warburg Pincus

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End of day 1 and networking cocktail reception
17:40 - 18:40

Networking cocktail reception

Agenda

2024 Agenda Day 2 - Thursday 28th

Registration and breakfast
07:30 - 08:30

Registration and breakfast

Human capital deep dive breakfast discussions (for operating partners only)
07:45 - 08:30

Operating partner-CHRO dynamics: an inside look at strategic partnerships

Ted Bililies, Jason McDannold

This deep dive breakfast discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • How is the role of the CHRO changing/evolving? How are new work models affecting the role of the CHRO?
  • What makes a successful CHRO today? What challenges do portfolio CHROs face today? What should CHROs not be doing?
  • What will the CHRO of the future look like? What needs to stay and what needs to go?
  • How do you build relationships with CHROs, how do you engage and listen? What are the biggest challenges in working with CHROs?
  • Working with CHROs as strategic partners: how do you coach your CHROs to understand EBITDA? How do CHROs and PE firms align to address issues and transformations? In what ways can operating partners have the greatest impact on providing strategic alignment and delivery of the value creation plan?
  • Ho w are you working with CHROs to attract, develop, and retain talent?

Facilitators:
Ted Bililies, Partner and Managing Director, AlixPartners
Jason McDannold, Partner and Managing Director, AlixPartners

Hosted by:

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

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A speaker photo for Jason McDannold

Jason McDannold

Managing Director, AlixPartners

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07:45 - 08:30

Executive team recruitment and performance: upgrade your influence and effectiveness

Rick DeRose, Scott Jacobs

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • The insights you need on each member of your Executive Leadership Team
  • How to influence stakeholders when ELT changes are essential…but not recognized by all
  • How to specifically gain support from CEOs & Boards and get them to act decisively
  • How to lean on external talent advisors to make smoother, smarter ELT changes
  • How to activate intelligence to maximize ELT performance

Facilitators:
Rick DeRose, Managing Partner and Co-Founder, Acertitude
Scott Jacobs, Partner, Acertitude

Hosted by:

A speaker photo for Rick DeRose

Rick DeRose

Co-Founder and Managing Partner, Acertitude

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A speaker photo for Scott Jacobs

Scott Jacobs

Partner, Acertitude

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Think tanks for full-time operating partners — talent value creation war rooms (for operating partners only)
08:30 - 09:20

Think Tank Room 1 — Heads of the human capital/talent function

Lori Ali, Coley Florance

Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door discussion will allow you to learn and share best practices in human capital portfolio operations.

Facilitators:
Lori Ali, Managing Director, Head of Talent, PSG
Coley Florance, Head of Talent, Spectrum Equity

A speaker photo for Lori Ali

Lori Ali

Managing Director, Head of Talent, PSG

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Coley Florance, Spectrum Equity

Coley Florance

Head of Talent, Spectrum Equity

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08:30 - 09:20

Think Tank Room 2 — Professionals on a team of human capital operating partners

Wes Cole, Morgan McKeown

Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door discussion will allow you to learn and share best practices in human capital portfolio operations.

Facilitators:

Wes Cole, Portfolio Talent Lead – GS Value Accelerator, Goldman Sachs

Morgan McKeown, Talent Operating Advisor, Goldman Sachs Asset Management

A speaker photo for Wes Cole

Wes Cole

Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs

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A speaker photo for Morgan McKeown

Morgan McKeown

Talent Operating Advisor, Goldman Sachs Asset Management

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08:30 - 09:20

Think Tank Room 3 — Training for new & emerging human capital/talent PE professionals

Mara Edgar

Invitation-only think tank for full-time PE and VC operating partners and talent partners. This closed-door discussion will allow you to learn and share best practices in human capital portfolio operations.

Facilitator:
Mara Edgar, Managing Director, Human Capital, The Riverside Company

A speaker photo for Mara Edgar

Mara Edgar

Managing Director, Human Capital, The Riverside Company

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Chairman's welcome
09:25 - 09:30

Chairman's welcome

Tony Buffum

Chairman:
Tony Buffum, Vice President of HR Client Strategy, Upwork

A speaker photo for Tony  Buffum

Tony Buffum

Vice President of HR Client Strategy, Upwork

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Plenary sessions
09:30 - 10:10

AI’s impact on the talent function in PE and the future workforce

John Sander, Albert Vazquez-Agusti
  • How will AI change the talent function in PE? What is innovative from an AI perspective in talent? Will AI become more prominent within the talent function?
  • Sharing practical use cases: how are you using it? What should talent operating partners be using and doing now for impact?
  • How have you or your portfolio companies been leveraging generative AI on the recruiting/interviewing, assessment, or professional development front? How do you best use data with AI?
  • How are you looking at AI across job functions and the different levels within companies: how will workforces and headcount be impacted by it in future?
  • How do you create better workforce alignment around AI? How can CHROs help their workforces better grasp and work with AI?

Panelists:
John Sander, Principal, Portfolio Solutions, Lightyear Capital
Albert Vazquez-Agusti, Partner, Sway Ventures

A speaker photo for John Sander

John Sander

Principal, Portfolio Solutions, Lightyear Capital

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A speaker photo for Albert Vazquez-Agusti

Albert Vazquez-Agusti

Partner, Sway Ventures

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10:10 - 10:50

Building the talent function at your firm from year one to year three and four

Kristin Murphy, PhD., Kelly Carlson, Christian Grados, Tanya Hayes, Maddy Hopsicker
  • Comparing team structures, sizes, roles and responsibilities within the human capital teams
  • Uncovering how firms have built out their teams and what their real focus is when making a third hire or second hire
  • How does a team of 1 operate differently vs. a team of 3? How do you drive the most value individually and as a team?
  • What do you insource versus outsource? Why?
  • If you are new in the talent partner role at your firm, how would you define your value?
  • How do you grow the talent function after year 3 or 4 and how do you work differently with your operating partner team in year 3 or 4? Are you expanding your teams?
  • What are some innovative practices you have built out within your firm to scale and optimize the talent function?
  • If you were starting your practice area from scratch, where would you start?
  • How do you manage supporting the needs of the portcos with those of your PE colleagues? What’s important to consider in finding the right balance for your time and focus

Moderator:
Kristin Murphy, Vice President, Private Equity and Partnerships, Entromy

Panelists:
Kelly Carlson, Managing Director, Head of Talent, STG Partners
Christian Grados, Principal – Portfolio, Talent Management & Organizational Effectiveness, Apollo Global Management
Tanya Hayes, Partner, Human Capital & ESG – Center of Excellence, Frazier Healthcare Partners
Maddy Hopsicker, Operating Partner, Talent, Summit Park

A speaker photo for Kristin Murphy, PhD.

Kristin Murphy, PhD.

Vice President, Private Equity and Partnerships, Entromy

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A speaker photo for Kelly Carlson

Kelly Carlson

Managing Director, Head of Talent, STG Partners

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A speaker photo for Christian Grados

Christian Grados

Principal - Portfolio, Talent Management & Organizational Effectiveness, Apollo Global Management

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A speaker photo for Tanya Hayes

Tanya Hayes

Partner, Human Capital & ESG – Center of Excellence, Frazier Healthcare Partners

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A speaker photo for Maddy Hopsicker

Maddy Hopsicker

Operating Partner, Talent, Summit Park

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10:50 - 11:30

Strategic talent acquisition across functional areas: sharing playbooks beyond C-suite level hiring

Dina DeMarco, Conor Leamy, Emily Terry, Reid Terry
  • Recruiting and hiring top talent across finance, tech, HR, and sales from leadership to front-line
  • How do you ensure your hires fit the value creation plan, investment strategy, nuances of the job, and company culture designed to succeed?
  • What are key similarities and differences across various industries/sectors of investment?
  • Sharing war stories, networks, and cost-effective methods that work
  • What is your greatest challenge when it comes to recruiting in this environment? How do you get searches done faster?

Moderator:
Dina DeMarco, Division President – Private Equity Talent Solutions, Hueman

Panelists:
Conor Leamy, Chief Talent Officer, Shore Capital Partners
Emily Terry, Vice President, Human Capital – Center of Excellence, Frazier Healthcare Partners
Reid Terry, Director, Talent, Trivest Partners

A speaker photo for Dina DeMarco

Dina DeMarco

Division President - Private Equity Talent Solutions, Hueman

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A speaker photo for Conor Leamy

Conor Leamy

Chief Talent Officer, Shore Capital Partners

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A speaker photo for Emily Terry

Emily Terry

Vice President, Human Capital - Center of Excellence, Frazier Healthcare Partners

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A speaker photo for Reid Terry

Reid Terry

Director of Talent, Trivest Partners

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Networking break
11:30 - 11:50

Networking break

Interactive Working Series III
11:50 - 12:30

Interactive Working Group 7 (for operating partners only) — Internal facing human capital operating partner workshop: tackling HR challenges within your PE firms

Nicole Strait

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • Discussing internal firm HR issues, challenges, and opportunities
  • Uncovering internal recruiting best practices
  • Leadership/partner succession: how do you think about internal promotions and advancement?
  • How are you thinking about scaling portfolio operations/functional groups as the firm grows?
  • What does a good firm culture look like?
  • How is the current macro environment affecting your internal firm human capital strategy?
  • What are you doing in terms of development of mid-levels and juniors to adapt/be resilient in changing environments?

Facilitator:
Nicole Strait, Chief of Organization Strategy, Norwest Equity Partners

A speaker photo for Nicole Strait

Nicole Strait

Chief of Organization Strategy, Norwest Equity Partners

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11:50 - 12:30

Interactive Working Group 8 (for operating partners only) — The future of work: where are we now?

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:

  • How are you quantifying in office vs. out of office? What data are you using for back to office vs. remote?
  • What is your current approach, and do you expect it to change over the next year or so?
  • How are you addressing the tension between companies that want execs in office/near HQ and top candidates pushing back and looking for greater flexibility?
  • What % of your new portco hires are hybrid vs. remote vs. in office full time?
  • What hybrid approaches are you seeing that are most effective?
  • What do you expect the future of work to look like given changes driven by technology, demographic shifts, and the changing expectations of talent? How must companies respond to harness new technologies and effectively lead and engage the new workforce?
11:50 - 12:30

Interactive Working Group 9 (for operating partners only) — Workforce compensation: uncovering modern trends, models, and metrics

This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:

  • As PE becomes more of a mature industry, how do you best deal with executive compensation, negotiations, and requests?
  • How effectively are you doing comp benchmarking up and down the ranks?
  • What are the latest and most creative compensation packages you are seeing? What types of equity/compensation packages is your workforce asking for?
  • How are you motivating and incentivizing employees across the different levels to retain them in this environment?
  • Equity vs. non equity in lower levels
  • Inflationary and economic pressures on compensation — how do you get the best talent in this market while staying within budget?
  • Large cap vs. mid vs. small: sharing key differences and similarities in comp models across companies
Networking lunches
12:30 - 13:30

Networking lunch

12:30 - 13:30

Women in PE portfolio operations lunch (for operating partners only)

Jamie Jacobs, Melissa Mounce

This closed-door discussion will explore what it’s like being a woman in PE and VC portfolio operations:

  • Exploring career paths, development, and how to position yourself as female leaders
  • What are the biggest challenges and missed opportunities when it comes to women’s leadership in PE?
  • What traits and qualities do you search for and value most in women leaders at your companies?
  • What initiatives are you driving for women on boards across portcos? What can be done better?
  • How to best support incoming women leaders at portfolio companies, especially if they are new to being in a male dominated industry

Facilitators:
Jamie Jacobs, Chief Talent Officer, Oak Hill Capital
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR

Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

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A speaker photo for Melissa Mounce

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

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Breakouts V
13:30 - 14:10

Track 9 — Transforming culture at your companies: what does good look like?

Micah Alpern, Katie Czerepak, Dan Meyer, Michelle Nasir , Darcey O'Halloran
  • Company culture is always a critical component for driving value in companies, what are you leading now and through the next year related to culture?
  • Looking at key elements of culture in the due diligence and post deal phase
  • What does a healthy culture look like at your companies?
  • How do you align culture to the value creation plan? What are the biggest challenges in this area?
  • How do you maintain a healthy culture in a remote/hybrid world and across geographies?
  • What effective tools, metrics, and diagnostics are you using to evaluate your portco’s culture on an ongoing basis?

Moderator:
Micah Alpern, Senior Managing Director, Teneo

Panelists:
Katie Czerepak, Operating Partner and Head of Talent, Tech Opportunities, Bain Capital
Dan Meyer, Talent Partner, Align Capital Partners
Michelle Nasir, Former Chief Talent Officer, Arsenal Capital Partners
Darcey O’Halloran, Operating Partner, Talent, Artemis

A speaker photo for Micah Alpern

Micah Alpern

Senior Managing Director, Teneo

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A speaker photo for Katie Czerepak

Katie Czerepak

Head of Talent, Portfolio Tech Opportunities, Bain Capital

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A speaker photo for Dan Meyer

Dan Meyer

Talent Partner, Align Capital Partners

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A speaker photo for Michelle Nasir

Michelle Nasir

Former Chief Talent Officer, Arsenal Capital Partners

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A speaker photo for Darcey O'Halloran

Darcey O'Halloran

Operating Partner, Talent, Artemis

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13:30 - 14:10

Track 10 — Portfolio case study: CEO perspectives —The ROI of senior team optimization

  • Before: The business context, the challenge, and the CEO’s concerns; why did the CEO invest in the process and what problem were they solving?
  • The Process/Approach: What did we do, how did we do it, who was involved, how long did it take, and what was the investment?
  • The Outcomes: For the team; the impact on business performance; key insights, lessons learned, and personal development for the CEO

Interviewers:
Najeeb Ahmad, Principal and Co-Founder, Pennington Human Dynamics
Scott Willett, Principal and Co-Founder, Pennington Human Dynamics

Plenary session
14:10 - 14:50

Human capital best practices in the current economy: financial implications for 2024 and beyond

Ashley Day
  • How is the current macro environment shaping PE and the human capital function in PE?
  • Who are the best leaders for these extremely disruptive conditions we are facing? What do they do that’s different, and why?
  • How are longer hold periods impacting your human capital strategies and what are you doing to retain talent in this environment?
  • What does the future hold in an upcoming election year? How are you managing that now and preparing for it looking forward? What are you seeing already?

Moderator:
Kim Coppola, Principal, Mercer

Panelists:
Ashley Day, Operating Partner – Human Capital, FFL Partners

Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

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Closing remarks and end of conference
14:50 - 15:00

Closing remarks and end of conference

Pre-Event Resources

Speakers

 

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

Tracey Abbott

Director, Mubadala Performance Partners, Mubadala

Lori Ali

Managing Director, Head of Talent, PSG

Dana Allen

Managing Director, Talent, Gauge Capital

Micah Alpern

Senior Managing Director, Teneo

Bernardo Arrospide

Operating Vice President, Accel-KKR

Emily Azevedo

Operating Partner and Head of Talent, Mainsail Partners

Crosby Baker

Head of Portfolio Talent, H.I.G Capital

Kate Berkeley

Managing Director, Talent, Gryphon Investors

Steven Berman

Executive Search Director, Accel-KKR

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

Tony Buffum

Vice President of HR Client Strategy, Upwork

Kelly Carlson

Managing Director, Head of Talent, STG Partners

Caroline Carr

Partner, Chief Human Resources Officer, Permira

David Cohen

Partner, Human Capital, Kelso

Wes Cole

Portfolio Talent Lead - GS Value Accelerator, Goldman Sachs

Tom Corbitt

Founder and Managing Principal, Top Line Growth Partners

Katie Czerepak

Head of Talent, Portfolio Tech Opportunities, Bain Capital

Ashley Day, CI Capital Partners

Ashley Day

Operating Partner - Human Capital, FFL Partners

Camille DeLaite

Operating Partner, Talent, Charlesbank Capital Partners

Courtney della Cava

Senior Managing Director, Global Head of Portfolio Talent and Organizational Performance, Blackstone

Dina DeMarco

Division President - Private Equity Talent Solutions, Hueman

Rick DeRose

Co-Founder and Managing Partner, Acertitude

Renata Dinkelmann

Head of Human Capital, Paine Schwartz Partners.

Myra D'Souza

Managing Director, Deals Rapid Value Delivery - Talent, PwC

Mara Edgar

Managing Director, Human Capital, The Riverside Company

Sandy Fiaschetti

Founder and Managing Partner, Lodestone People Consulting

Coley Florance, Spectrum Equity

Coley Florance

Head of Talent, Spectrum Equity

Christian Grados

Principal - Portfolio, Talent Management & Organizational Effectiveness, Apollo Global Management

Greg Harmeyer

CEO and Co-Founder, TiER1 Performance

Dan Hawkins

Founder and CEO, Summit Leadership Partners

Tanya Hayes

Partner, Human Capital & ESG – Center of Excellence, Frazier Healthcare Partners

Jimmy Holloran

Partner – Talent, American Industrial Partners

Maddy Hopsicker

Operating Partner, Talent, Summit Park

Geri House

Chief People Officer, Platform Partners

Natalie Ings

Managing Director, Head of Portfolio Solutions, Lightyear Capital

Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

Scott Jacobs

Partner, Acertitude

Christopher Kim

Principal, Head of Human Capital, Platinum Equity

John Knapp

Operating Director, Talent, Berkshire Partners

Bachul Koul

Director, Leadership Development & Organizational Effectiveness, Warburg Pincus

Conor Leamy

Chief Talent Officer, Shore Capital Partners

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Steven Maxwell

Senior Vice President, Portfolio Human Capital, Audax Private Equity

Jason McDannold

Managing Director, AlixPartners

Morgan McKeown

Talent Operating Advisor, Goldman Sachs Asset Management

Dan Meyer

Talent Partner, Align Capital Partners

Todd Miller

CEO, Risk International

Sean Mooney

Founder and CEO, BluWave

Randi Moran

Chief Performance Officer, Angeles Operations Group

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

Kristin Murphy, PhD.

Vice President, Private Equity and Partnerships, Entromy

Robert Murray

Senior Vice President, Portfolio Human Capital, Audax Private Equity

Michelle Nasir

Former Chief Talent Officer, Arsenal Capital Partners

Cara Nealon

Senior Vice President, Talent, Portfolio Group, Bain Capital

Darcey O'Halloran

Operating Partner, Talent, Artemis

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Marc Prine

Senior Advisor, 29Bison

Ruthanne Roth

Founder and CEO, Aster Talent

John Sander

Principal, Portfolio Solutions, Lightyear Capital

Steve Schloss

Operating Partner, Head/Leadership Center of Excellence, Edison Partners

Natalia Schmidt-Chiari

Principal, Portfolio Talent and Organizational Performance, Blackstone

Kristin Schroeder

Operating Partner, Talent & Co-Head of Diversity and Inclusion, Welsh, Carson, Anderson & Stowe

Jack Scott

Operating Partner-Human Capital, FFL Partners

Deepti Singh

Operating Director, Human Capital, The Vistria Group

Chris Smith

Partner, Leathwaite

Karina Sobieski

Co-head, Portfolio Human Capital Practice, Advent International

Katie Solomon, Genstar Capital

Katie Solomon

Managing Director, Talent Management, Genstar Capital

Debra Somers

Senior Vice President, Portfolio Recruitment, Warburg Pincus

Marya Stansky

Operating Partner, Portfolio Talent, New Mountain Capital

Nicole Strait

Chief of Organization Strategy, Norwest Equity Partners

Emily Terry

Vice President, Human Capital - Center of Excellence, Frazier Healthcare Partners

Reid Terry

Director of Talent, Trivest Partners

Davide Tesini

Senior Vice President, Mubadala

Chris Trendler

Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

Maggie van de Griend

Managing Director, Portfolio Talent, Warburg Pincus

Albert Vazquez-Agusti

Partner, Sway Ventures

Allison Walker

Partner and Chief Talent Officer, FTV Capital

Dina Wang

Partner, ghSMART

Keith Warren

Senior Strategic Talent Advisor, LS Power

John Weaver

Senior Director, Risk International

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Meet the largest community of talent operators

Private Equity International’s Operating Partners Forums are a unique blend of networking, collaboration, and thought leadership between private equity operating partners, portfolio operations teams, and sponsors.

Each event is custom designed to encourage conversation about value creation best practices, relationship building, and knowledge sharing across functional areas on the most pressing issues facing investment and portfolio companies. Access to the Forum is limited to value creation experts from private equity firms and sponsors.

For more information on ways to engage with PEI’s Operating Partners community, please contact Lawrence Dvorchik at lawrence.d@pei.group or call on +1 (646) 545-4429

Sponsors

Venue and hotel

Convene
117 W 46th St
New York, NY 10036

View the venue

kimpton muse

Kimpton Muse Hotel
130 West 46th Street
New York, 10036

Reserve your room

Explore our exclusive operating partner networking

 

Expand your relationships and build your network with our operating partner exclusive events taking place throughout the Forum.

Join our community of the brightest leaders in human capital value creation that will help you in your day-to-day operations.

 

View the attendee list


Pre-conference networking

Tuesday, March 26, 2024

Operating Partners Human Capital Forum Welcome Reception (invitation-only)

5:30 – 7:45 pm
Tavern on the Green, 67th Street & Central Park West

Join the talent operating partners attending the Human Capital Forum in a relaxed setting to build your connections before the conference kicks off. Our annual reception is a great opportunity to gather together as a community for craft cocktails and gourmet fare.

Hosted by:

       

Operating Partners Human Capital Forum Welcome Dinner (invitation-only)

7:45 – 9:00 pm
Tavern on the Green, 67th Street & Central Park West

Join us as we welcome all the attending operating partners for a private sit-down dinner to facilitate networking before the conference. Increase your connections and exchange ideas with leaders in value creation.

Day 1 reception

Wednesday, March 27, 2024

Operating Partners Human Capital Forum Day 1 Networking Reception

5:40-6:40 pm
Venue: Convene, 117 W 46th St

Our grand reception will allow you to chat and get to know your peers better at the end of the first day of the Forum. Hear what is on everyone’s mind after a full day of valuable insights.

Day 2 breakfast and lunch

Thursday, March 28, 2024

Human Capital Deep Dive Breakfasts (operating partners only)

7:45-8:30am
Venue: Convene, 117 W 46th St

These breakfast deep dive discussions designed solely for operating partners will focus on the most important value creation issues affecting human capital operating partners.

Women in PE Portfolio Operations Lunch (invitation-only)

12:30-1:30 pm
Venue: Convene, 117 W 46th St

This closed-door lunch discussion will explore what it’s like being a woman in PE portfolio operations. Join this interactive session for an inside look at women’s leadership in PE: challenges and opportunities.

Featured interactive discussions & networking opportunities

Think Tanks

Led by operating partners and designed for operating partners only, these closed-door war room sessions will allow you to engage in lively discussions with your peers. The think tanks will also allow you to submit topics to be covered while sharing best value creation practices.

 

Interactive Working Groups

These exclusive deep dive discussions, only available to operating partners, allow you to participate in interactive and dynamic discussions with designated expert facilitators.




“As someone who is building out the talent function within my firm currently, I found valuable insights from the speakers and attendees. Being in a role that is fairly new to the private equity world makes events like this exceptionally helpful as we learn and grow the talent function together as a community.”

Kelie Morgan
Director of Talent Acquisition

Permanent Equity

Assessment

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight

Assessing CEOs and management teams across the lifecycle

  • Uncovering the best leadership assessments and tools to utilize with management teams
  • Predicting what makes executives successful in private equity
  • How do you assess management teams in the due diligence phase?
  • How do you approach the onboarding process?
  • How do you identify and understand when you need a new executive member?
  • How do you assess and engage with management teams while building and maintaining relationships both during the 100 days and beyond?
  • What do portco executives think is most important in the value creation plan across the lifecycle?

Led by functional experts:

Assessment

Solution providers for your business needs

Search & Recruitment

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1

Leveraging references as a tactical component in your human capital toolbox

  • Operating partners share lessons learned: what works best and what doesn’t when it comes to utilizing references?
  • Sharing strategic elements of forensic referencing to make the right decisions about candidates.
  • Discussing off sheet and back-channel referencing: how are you doing it and what resources and tools are you utilizing for it?
  • What are the long-term benefits and advantages of applying strategic methodologies to references? Do you outsource it or do it in house?
  • What tools and technologies are most effective to facilitate referencing and candidate tracking?
  • How do you protect the confidentiality in handling the process?

Agenda highlight - Day 2

Strategic talent acquisition across functional areas: sharing playbooks beyond C-suite level hiring

  • Recruiting and hiring top talent across finance, tech, HR, and sales from leadership to front-line.
  • How do you ensure your hires fit the value creation plan, investment strategy, nuances of the job, and company culture designed to succeed?
  • What are key similarities and differences across various industries/sectors of investment?
  • Sharing war stories, networks, and cost-effective methods that work
  • What is your greatest challenge when it comes to recruiting in this environment? How do you get searches done faster?

Featuring:

Dina DeMarco

Division President - Private Equity Talent Solutions, Hueman

Reid Terry

Director of Talent, Trivest Partners

Search & Recruitment

Solution providers for your business needs

Organizational Design

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight

Workforce management as a driving force in human capital value creation

  • Understanding the most important nuances of broader workforce evaluation.
  • How to scale rapidly with change readiness at all levels within your organizations: uncovering how to fully activate talent and work together in new ways.
  • Looking at productivity deeper into the organization; KPIs across functions; looking at your top and bottom performers across functions.
  • Setting up a data driven process to make decisions when it comes to labor.
  • Getting your broader workforce aligned on the value creation plan.
  • How to empower and enable middle managers to align the workforce.
  • How are you strategically allocating people and resources and empowering your top talent to maximize impact?

Agenda highlight

Organizational design and effectiveness to scale for long term growth

  • What are the latest trends in org design and how do you think about it?
  • What are key indicators of org health? What are the most common indicators that a new org set-up is needed and how do you go about doing it?
  • Who do you involve in the org design and strategy process? How do you ensure clarity in its purpose? What is required from a leadership standpoint to achieve your org design goals?
  • What are the biggest risks and challenges in the implementation process? How do you deal with resistance and disruptive factors?
  • How do you assess if the organizational design is delivering on its intended purpose? Are there specific KPIs that you utilize?
  • What are the long-term implications of org design: how does it allow you to scale over 3-4 years? How do you align it to the value creation plan and investment thesis?
  • Sharing lessons learned and what is needed in different stages of the investment lifecycle.

Agenda highlights

Led by industry specialists:

Organizational Design

Solution providers for your business needs

Leadership & Coaching

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlights

Succession planning: how to develop the next generation of leaders

  • What is the role of CEOs and founders in looking at succession plans?
  • How are founders and CEOs thinking about the next generation internally? What should they be doing to teach and mentor for future success?
  • What practices should organizations implement to develop the next generation into leaders?
  • What are innovative approaches to how companies are governed with an eye to the future and getting the most out of your top talent?

 

Influencing and motivating portfolio company CEOs: what makes executives successful in current times

  • Comparison of traits that make up great portfolio CEOs: high performing vs. low performing.
  • How do you approach composition and motivation of high-performing management teams to drive long-term success for your company?
  • How do you generate alignment with the leadership team on the value creation plan – distilling it down to key action, accountability and then tracking progress/productivity?
  • How do you help CEOs and deal teams work together most effectively? How can human capital operating partners help?
  • How do you motivate the leadership team to be at their best together?

Human capital operating partners think tank: Working with founder-led company CEOs

Led by your peers, this closed-door discussion will allow you to learn and share best practices of successful human capital and talent operating partners.

Agenda highlights

Led by industry players

Leadership & Coaching

Solution providers for your business needs

DE&I

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1

Pushing DE&I higher up in the value creation agenda

  • Current state vs future state; how do you think, define, and map out DE&I.
  • How is the current economic environment affecting your DE&I initiatives? What has changed in the past 12 months?
  • What initiatives are you taking to increase diverse representation at your portfolio companies? What recommendation do you give your companies on DE&I?
  • Board diversity: sharing practical examples of what needs to be built out.
  • How do you identify and utilize your DE&I metrics? How do you measure diversity across the portfolio to make sure you’re held accountable?
  • How do you work with CHROs on DE&I initiatives? What is actionable?

Agenda highlight - Day 2

Women in PE portfolio operations lunch

This closed-door discussion will explore what it’s like being a woman in PE and VC portfolio operations:

  • Exploring career paths, development, and how to position yourself as female leaders.
  • What are the biggest challenges and missed opportunities when it comes to women’s leadership in PE?
  • What traits and qualities do you search for and value most in women leaders at your companies?
  • What initiatives are you driving for women on boards across portcos? What can be done better?
  • How to best support incoming women leaders at portfolio companies, especially if they are new to being in a male dominated industry.

Featuring:

Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

Melissa Mounce

Managing Director, Leadership Talent and Diversity, GTCR

DE&I

Solution providers for your business needs

Compensation & Benefits

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1

Strategic integration of human resources in value creation through employee benefit program optimization and cost savings

  • How can Human Resources establish a strategic role in driving measurable cost savings aligned with the value-creation strategy goals of the private equity firm?
  • What creative solutions can be identified within employee benefit programs to ensure cost savings while maintaining fiduciary responsibility?
  • In the pursuit of achieving savings, how can a “do no harm” approach be implemented to avoid negative impacts on jobs and employee satisfaction?
  • What strategies can be employed to develop metrics that effectively measure material returns resulting from Human Resources led cost-saving initiatives, and how can Human Resources stay adaptable to market dynamics during this process?

Featuring:

Agenda highlight - Day 2

Workforce compensation: uncovering modern trends, models, and metrics

  • As PE becomes more of a mature industry, how do you best deal with executive compensation, negotiations, and requests?
  • How effectively are you doing comp benchmarking up and down the ranks?
  • What are the latest and most creative compensation packages you are seeing? What types of equity/compensation packages is your workforce asking for?
  • How are you motivating and incentivizing employees across the different levels to retain them in this environment?
  • Equity vs. non equity in lower levels.
  • Inflationary and economic pressures on compensation — how do you get the best talent in this market while staying within budget?
  • Large cap vs. mid vs. small: sharing key differences and similarities in comp models across companies.

Compensation & Benefits

Solution providers for your business needs

Culture

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1

Portfolio case study: establishing a new culture with a new executive team to drive value and create One Company growth

  • Hear a case study from a Cloud Services portfolio company on how the ELT led a rebranding and culture change program to excite the employee base and drive value.
  • Learn how to conduct a culture change program from diagnostic to defining the new culture to launching the new culture to reinforcing the values and measuring success.
  • Learn how data and people analytics, a campaign, leadership actions, culture champion network, and refreshing talent practices drove adoption of the new culture.

Agenda highlight - Day 2

Transforming culture at your companies: what does good look like?

  • Company culture is always a critical component for driving value in companies, what are you leading now and through the next year related to culture?
  • Looking at key elements of culture in the due diligence and post deal phase.
  • What does a healthy culture look like at your companies?
  • How do you align culture to the value creation plan? What are the biggest challenges in this area?
  • How do you maintain a healthy culture in a remote/hybrid world and across geographies?

Featuring functional specialists:

Culture

Solution providers for your business needs

Technologies

Custom solutions for your business challenges

The Operating Partners Human Capital Forum offers portfolio operations teams a comprehensive analysis of talent value creation. As the demand for human capital rapidly increases, join industry names to network, collaborate, and determine the most effective ways to scale the talent function. Learn how other firms are driving growth through assessment, compensation, culture, DEI, leadership, organizational design, recruitment, technologies, and more.

Agenda highlight - Day 1

Accelerating decision making through data and analytics for the human capital functional: tracking done right

  • How do you develop KPIs and what are your leading human capital indicators of performance? What macro and labor data trends are you paying close attention to?
  • AI, KPIs, metrics and data science for talent development and assessments: technologies used to build and assess teams.
  • What key metrics are you using for HR diligence and the onboarding process? What are you doing to enrich your firm and your investment partners with data and analytics?
  • What metrics are you using throughout the different phases of the investment lifecycle?
  • What tools are you using to automate talent processes?
  • Sharing data driven insights to improve your operations cross functionally
  • Efficiency metrics: how do you track your own talent team’s ROI and performance?
  • Uncovering key differences in metrics and tracking across sectors of investment.

Agenda highlight - Day 2

AI’s impact on the talent function in PE and the future workforce

  • How will AI change the talent function in PE? What is innovative from an AI perspective in talent? Will AI become more prominent within the talent function?
  • Sharing practical use cases: how are you using it? What should talent operating partners be using and doing now for impact?
  • How have you or your portfolio companies been leveraging generative AI on the recruiting/interviewing, assessment, or professional development front? How do you best use data with AI?
  • How are you looking at AI across job functions and the different levels within companies: how will workforces and headcount be impacted by it in future?
  • How do you create better workforce alignment around AI? How can CHROs help their workforces better grasp and work with AI?

Featuring:

Albert Vazquez-Agusti

Partner, Sway Ventures

Technologies

Solution providers for your business needs