The largest global event for private equity value creation

Join the world’s leading PE firms to uncover the best methods to deliver cross-functional portfolio optimization at a critical time.

Connect with 500+ operating partners in exclusive networking opportunities and collaborative sessions to uncover the future of PE value creation.

For a limited time, save $975+ on your ticket


Optimize your portfolio companies

Hear first-hand perspectives on how to further develop your operational efficiencies.

Network with top value creators

Connect with the largest global community of private equity operating partners.

Empower your operating team

Find the right tools and knowledge to create cross-functional value.

2024 agenda highlights

Our unique agenda offers interactive working groups, think tanks, panels, breakfast and lunch discussions. The 2024 expanded agenda was carefully curated to feature the most prominent functional areas in value creation. Highlights included:

  • Heads of value creation viewpoints: uncover team leaders’ value creation insights
  • The AI boom in PE: practical and functional use cases
  • Accelerate value creation through transformation: navigating the new normal
  • The growing importance of operating partners: showcasing value to the PE industry
  • Discover future functional levers across the entire investment lifecycle
  • And much more!

View the 2024 agenda

“This is where I learnt to become an operating partner. Now, 10 years later, I have over half my team here with me.”

Aaron Miller
Head of Apollo Portfolio Performance Solutions
Apollo Global Management

Connect with a global community of functional specialists

Abris Capital Partners
Accel-KKR
ACON Investments
Advent International
AEA Investors
American Industrial Partners
American Securities
Apollo Global Management
Ara Partners
Argosy Capital Group
ATL Partners
Audax Private Equity
B Capital
Bain Capital
Basis Vectors
BayPine
BC Partners
BCI
Berkshire Partners
Blackstone
Bridgepoint
Brookfield Asset Management
Cerberus Capital Management
Clayton Dubilier & Rice
Clearlake Capital Group
Court Square Capital Partners
Dunes Point Capital
Edison Partners
EQT Group
Falco Global Partners
Frazier Healthcare Partners
GI Partners
Goldman Sachs
GrowthCurve Capital
GTCR
HCI Equity Partners
Hg Capital
H.I.G. Capital
IFM Investors
Insight Partners
J.F. Lehman
Kelso & Co.
KKR
Leonard Green & Partners
Littlejohn & Co
LLR Partners
Madison Dearborn Partners
Morgan Stanley
Mubadala
New State Capital Partners
Norwest Venture Partners
Oak Hill Capital
OMERs Private Equity
Ontario Teachers’ Pension Plan
Paine Schwartz Partners
Permira
Pritzker Private Capital
Resurgens Technology Partners
Revenue Management Labs
Sageview Capital
Shamrock Capital Advisors
Siris Capital
TA Associates
The Carlyle Group
The Riverside Company
TPG Global
Updata Partners
Veritas Capital
Warburg Pincus
Worklyn Partners
Zenyth Partners

How does your compensation compare?

The 2024 Operating Partners Compensation Survey provides a temperature check of the market and aggregates the responses of 300+ operating partners across:

  • Team make-up
  • Compensation
  • Incentive packages
  • Portfolio company engagement
  • And more…

Get the results

2024 speakers

Kush Tulsidas

One Rock Capital Partners

It is a fantastic place to network with top operating talent in PE and learn the cutting edge work that their firms are doing to create value. I highly recommen…

Read full testimonial

Greg J. Pappas

Berkshire Partners

The Operating Partners Forum is the foremost event where the largest ecosystem of operating partners, suppliers and resources gather annually.

Nicole Weil

Kelso & Company

“The content is relevant for my role and I get to meet the smartest people in the industry.”

2024 agenda

Our unique agenda offers interactive working groups, think tanks, panels, breakfast and lunch discussions. The 2024 agenda was carefully curated to feature the most prominent functional areas of value creation.

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

 

Download the 2024 agenda

 

Build your operating partner community

 

Expand your relationships and build a lasting network with our operating partner exclusive networking events.

Connect with leaders in value creation to share ideas, solve challenges, and benchmark strategies that will level up your day-to-day operations.

 

See who attended in 2024


Operating Partners Forum New York Welcome Reception (invitation-only)

Monday, October 21, 2024
5:30 – 7:30 pm
Manhatta, 28 Liberty St, 60th floor

Join other event attendees at our opening reception. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

Operating Partners Forum New York Networking Dinners (invitation-only)

Monday, October 21, 2024
7:30 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us for one of five private sit-down dinners, split by functional area, designed exclusively for operating partners attending the Forum.

Operating Partners Lunch Discussions (operating partners only)

Tuesday, October 22, 2024
1:00 – 2:00 pm

These closed-door conversations will explore how to best position yourself in PE portfolio operations:

  • Women in PE portfolio operations lunch
  • Unlocking advanced pricing strategies: how are you thinking about it?

Operating Partners Forum New York Day 1 Grand Reception

Tuesday, October 22, 2024
5:40 – 6:40 pm

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

 

Breakfast Discussions (operating partners only)

Wednesday, October 23, 2024
8:30 – 9:15 am

Share your views and learn from peers about specific value creation levers.

Lunch Discussions (operating partners only)

Wednesday, October 23, 2024
1:10 – 2:00 pm

These closed-door conversations will explore key strategies for your portcos and PE firms to enhance value.

Sessions designed for collaboration

Think Tanks

Put your heads together with other operating partners to examine niche areas of value creation. With crowd-sourced discussion topics, these peer-led sessions will provide personalized takeaways.

Interactive Working Groups

Hear how your peers are navigating specific value creation levers. These interactive discussions, facilitated by our expert speaking faculty, will provide a closer look at specific cross-functional topics.

Pre-Event Resources

2024 speakers

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

Mark Abatto

Managing Director, Gryphon Investors

Tracey Abbott

Director, Mubadala Performance Partners, Mubadala

Nadeem Ahmed

Partner, Private Equity, CrossCountry Consulting

Peter Andrada

VP of IT and Engineering Delivery, Jumio

Gerard Ashmore

Senior Vice President, Reporting & Insights, Grain Management

Annie Asrari

Operating Principal, Accel-KKR

Geoffrey Baird LLR Partners

Geoffrey Baird

Independent Operating Executive, Palladium Equity Partners

Neil Bansal

Managing Director & Operating Partner, OMERS Private Equity

Seavron Banus

Operating Vice President, Berkshire Partners

Michael Belkin

Head of Global PE Practice, Zuora

Alex Bello

Director of Technology Strategy, EQT Group

Ori Ben-Moshe

Director of Portfolio Operations, ORIX Capital Partners

Joe Benincasa

Product Leader, Cloud Optimization, ProsperOps

Steven Berman

Vice President, Executive Search, Accel-KKR

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

Sebastien Bilodeau

President, Cerberus Technology Solutions, Cerberus Capital Management

Stephanie Bixler

Chief Technology Officer, eShipping

Barr Blanton

CEO, Crosslake Technologies

Fabian Bodoky

Director, Tech Industry Lead, Efficio

David Bonasia

Managing Director, Brookfield

Chris Boulet

Solution Consulting VP, Medium Enterprise and Markets, Workday

Scott T. Brady

Managing Director, PEMA East Leader, Marsh USA

Rupert Brenninkmeijer

Operating Principal, Growth Factors, Bregal Sagemount

Seth Brody

Partner, Global Head of Operational Excellence, Apax Partners

Steven Browning

Managing Director, Private Equity, Insight Sourcing, part of Accenture

Tony Buffum

Vice President of HR Client Strategy, Upwork

William Bundy

Partner, McKinsey & Co

Jamie Carter

Co-Founding Partner, Lancor

Abigail Chan

Senior Operations Executive, ABRY Partners

Chris Chandler

Former President and CEO, Perativ

Tanoya Chatterjee

Senior Principal, Mubadala

Bruce Chesebrough

Operating Partner, New Mountain Capital

Dave Clement

Partner, Simon – Kucher

David Cohen

Partner, Human Capital, Kelso & Company

Wes Cole

Vice President, Portfolio Talent Lead, Goldman Sachs

Drew Conrad

Field Ops Advisor, TPG

Jim Corey

Managing Partner, Blue Ridge Partners

Justin Cottrell

Partner, Private Equity Practice, Riviera Partners

Adam Cummins

Principal, Portfolio Procurement, The Carlyle Group

Sean Curran

Co-Founder & Managing Partner, ENDUIR Cyber

Kim D'Aversa

Operating Partner and Head of Talent, Growth Factors, Bregal Sagemount

Josh Damon

Managing Director, Head of Portfolio Resources, MDP

Christian Davis

Associate Partner, JMAN Group

Santiago Delgado

Operating Partner, ACON Investments

Marie Deller

Partner, Lancor

Kevin Desai

Deals Deputy Platform Leader and Private Equity Sector Leader, PwC US

Patrick Donegan

Senior Managing Director, Blue Ridge Partners

Beth Dresdale

Principal, Head of Value Creation, Martis Capital

Allison Earnest

Senior Director, Alvarez & Marsal

Cory A. Eaves

Partner and Head of Portfolio Operations, BayPine

Adam Echter

Partner, Simon-Kucher

Mara Edgar

Managing Director, Human Capital, The Riverside Company

Richard Elder

Managing Director-Partner, Head of Global Portfolio Solutions, The Carlyle Group

Sean Ellis

Operating Advisor, Orix Capital Partners

Jay Epstein

Managing Director, Value Creation, Warburg Pincus

Ken Esterow

Operating Partner, TZP Group

Andy Fauver

SVP, Transaction Services, INSIGHT2PROFIT

Kevin Flounders

Chief Executive Officer, SIB

Meredith Flynn-Ripley

SVP and GM, Global PE and VC Practice, Salesforce

Mark Fortin

Managing Director, Portfolio Dynamics Group, Grain Management

Tim Foster

Managing Director, Investor Group Services (IGS)

Michael Frain

Managing Director, Shared Services, Warburg Pincus

Josefin Frick

Associate Director, EQT Partners

Dominic Gallello

Managing Director, Head of Digital & AI, Bridgepoint

Ishan Gammampila

Chief Data and Analytics Officer, Apax Partners

AJ Gandhi

Chief Growth Officer, Marlin Equity Partners

Bala Ganesan

Managing Director, Special Situations, Oaktree Capital Management

Ariel Garcia

Partner, OceanSound Partners

Rory Gaston

Group Managing Director, Saragossa

Angela Geffre

Head of Human Capital, GrowthCurve Capital

Amar Ghai

Head of Digital Value Creation, KKR

Bob Gold

Former EVP and CFO, EyeCare Partners

Jana Gold

Managing Director, Alvarez & Marsal

Josh Gold

Senior Operating Executive, Hellman & Friedman

Amanda Good

Partner, Global Head of Value Creation, Searchlight Capital Partners

Robin Goodman

Senior Managing Director and Chief Operating Officer, Portfolio Operations, Blackstone

Eric Gordon

Operating Partner, MidOcean Partners

Manish Goyal

Operating Partner, Portfolio Support, Berkshire Partners

Rebecca Granne

Senior Director, Advent International

Evan Greenfield

Managing Director, ESG, BCI

Craig Greenseid

Managing Director and Portfolio Chief Commercial Officer, Carlyle Group

Doron Grosman

CEO/President, Smart Start

Todd Grove, Quantum Health

Todd Grove

Vice President, Private Equity, Quantum Health

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

Samiksha Gupta

Commercial and GTM Lead, Mubadala Performance Partners, Mubadala

Mujteba Haidri

Operating Partner, Blue Point Capital Partners

Dan Hawkins

Founder & CEO, Summit Leadership Partners

Brian Heery

Chief Information Officer, Voyant Beauty

Ali Heron

Managing Director, Digital Transformation, GrowthCurve Capital

Mark Herrington

Operating Partner. Portfolio Operations, Resurgens Technology Partners

Mike Hoffman

Chief Executive Officer, SBI

Jimmy Holloran

Partner, Head of Talent, American Industrial Partners

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

Tye Howell

Operating Partner, Rubicon Technology Partners

Jawad Hussain

Partner, Private Equity Services Lead, MorganFranklin Consulting

Matt Ibbetson

Partner, Ridgemont Equity Partners

Bob Isaman

Head of Operations, Dunes Point Captial

Sajjad Jaffer

Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Ryan Jones

Global & US Private Equity Consulting Leader, Deloitte Consulting

Marc Jourlait

Senior Operating Partner, The Riverside Company

Kate Ju

Vice President, Value Accelerator, Goldman Sachs Asset Management

Peter Kahn

Senior Partner, West Monroe

Chris Kalna

Vice President Information Technology, OceanSound Partners

Dan Kapinos

Partner & Global Practice Leader of Equity Services, Aon Talent Solutions

Sebastien Katch

Managing Director & Global Lead, Operational Excellence, Verlinvest

Stephan Keese

Managing Director, Roland Berger

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Michelle Keller-Hobson

Director, Private Equity Business Development, Vertice

Jasmine Khambatta

Managing Director & Operating Executive, Blackstone

Janshaaz Khan

Vice President, Wellspring Capital Management

Raz Khan

Principal, Permira

Spencer Khoury

Director, Value Creation Team, Shamrock Capital

Neil Kimber

Principal, Accel-KKR

John Knapp

Operating Director, Talent, Berkshire Partners

Darlene Kober

Principal, Next Level Partners

Tom Kolaja

Senior Partner, McKinsey & Company

Jonathan Konkoly

Vice President of Portfolio Operations, HCI Equity Partners

Travis Krueger

Managing Director, GTCR

JoAnne Kruse

Partner, Talent, TZP Group

Ryan Kuchova

Head of Customer Strategy and Operations, Jellyfish

Raj Kushwaha

Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer, Warburg Pincus

Ajaykumar Kutty

Technology Operating Principal, KKR

Markus Lahrkamp

Managing Director, Alvarez and Marsal

Brent Lanier

Former Managing Director and Global Chief Information Officer

Jeff Laurinaitis

Managing Director, RKON

Pierre Le Veaux II

Senior Vice President, Private Equity & Venture Capital Partnerships, Wpromote

Jennifer Lee

Partner, Edison Partners

Nick Leopard

CEO & Founder, Accordion

Andrew Lim

Managing Director, Blackstone

Sam Little

Senior Vice President, Teneo

Misha Logvinov

Managing Director, MGX

Hilda Lui

Head of Portfolio Human Capital, Advent International

Alfred Lumsdaine

CFO, Ardent Health

Chris Madaus

Senior Managing Director, Blue Ridge Partners

Puroo Maheshwari

Managing Director, Cybersecurity, Portfolio Value Creation, CPP Investments

Vikram Mahidhar

Operating Partner, Apollo Global Management

David Mamikonyan

Director, Operating Partner and CISO, MGX

Jon Marston

Co-Founder and Co-Managing Partner, WilliamsMarston

Miten Marvania

Managing Director, Business Services Platforms, Blue Owl Capital

Steve Mayotte

Operating Partner, Technology Enablement, New State Capital Partners

Lee McCabe

Operating Partner, AEA Investors

Jason McDannold

Partner & Managing Director, Americas Co-Lead of Private Equity, AlixPartners

Lane McDonald

Managing Director, OMERS Private Equity

Jonathan Metrick

Partner & Chief Growth Officer, Sagard

Kate Migliaro

Managing Director, Talent and Organization Performance, Portfolio Operations, Blackstone

Aaron Miller

Head of Apollo Portfolio Performance Solutions, Apollo Global Management

Curt Miller

Senior Operating Partner, Littlejohn & Co

Todd Miller

CEO, Risk International

Mohamed Mirza

Director – Mubadala Performance Partners, Mubadala Investment Company

Patrick Mizer

Portfolio CTO, Blue Star Innovation Partners

Sean Mooney

Founder and CEO, BluWave

Alessandro Moretti

Head of Operational Value Creation, Public Investment Fund

Brenda Morris

Partner, CSuite Financial Partners

Brad Mortimore

VP, Strategic Accounts, Zone & Co.

Kristin Murphy

Executive Leadership & Talent Expert, Entromy

Jeff Nagel

Operating Partner, AEA Investors

Apurva Nair

Partner, Oliver Wyman

Bala Narayanaswamy

Global Head of Private Equity, Infosys

Malcolm O'Neal

CHRO, Renovo Home Partners

Kevin O'Neill

Co-Founder & Managing Partner, Acertitude

Ash Padmanabhan

Private Equity Practice Leader, Genpact

Paul Pan

Private Equity Value Creation Lead Partner, KPMG Strategy

Kristin Brown Patrick

Senior Operating Partner, Human Capital, New State Capital Partners

Marni Payne

Managing Director, Berkshire Partners

Darren Peirce

Partner, Cuesta Partners

Angelo Perez

Managing Director, Pacific Avenue Capital Partners

Daniel Perry

Resource Partner Sales Excellence, Court Square Capital Partners

Pat Petitti

Co-Founder, CEO, Catalant Technologies

Jason Phillips

Senior Partner, McKinsey & Company

Scott Phillips

Managing Director, ORIX Capital Partners

Andy Pickens

Managing Director Apollo Global Management

Michael Picton

Co-Founder and Managing Partner, ENDUIR Cyber

David Reid

Senior Managing Director, Teneo

Dave Richards

Managing Director, Co-Head US Operating Team, SVPGlobal

Caroline Ritter

Senior Advisor, Go-To-Market and Commercial Excellence, TPG

Zorian Rotenberg

Operating Partner, Charlesbank Capital Partners

Joe Rubino

Managing Director & CISO | Co-Head of Portfolio Resources Group, GTCR

John Sander

Principal, Lightyear Capital

Tim Sanders

Vice President, Research Insights, G2

Chris Satchell

Managing Director Technology & Digital, Clayton Dubilier & Rice

Graham Sayers

Operating Partner, AEA Investors

Avra Schaaf

Principal, Lead Edge Capital

Thorsten Schäfer

Managing Director, Head of Procurement, EQT

Doug Schrock

Managing Principal, Artificial Intelligence, Crowe LLP

Ken Schwartz

Director, KKR

Drew Scielzo

Operating Partner, ACON Investments

Susan Scutt

Managing Director, Operating Directors & Entrepreneurial Governance, Partners Group

Andrew Seay

Managing Partner, Arcos Group

Robert Sheesley

Board of Directors, Chief Information Officer, BUMP Search

Subhi Sherwell

Operations Director, TPG Capital

James Silberstein

Director of Commercial Excellence, Trivest Partners

Saurabh Singh

Partner, AlixPartners

Steve Siwinski

Operating Principal, Accel-KKR

Brian Slobodow

CEO of Better Being and Operating Partner, HGGC

Chris Smith

Partner, Global Head of Private Equity, Leathwaite

Dan Soroka

Senior Operating Partner, Graham Partners

Chris Steiner

Partner, Cuesta Partners

Juliane Stephan

Principal, BayPine

Teresa Sweeney

Managing Director & COO, Data Science, Blackstone

Marissa Tarleton

Senior Managing Director, Haveli Investments

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

Tony Totta

Executive Vice President, eShipping

Chris Trendler

Managing Director, Head of Portfolio Talent, Madison Dearborn Partners

Kush Tulsidas

Operating Partner, One Rock Capital Partners

Ercan Ucak

Director, Cerberus Capital Management

Mark Uhrmacher

Head of Digital Transformation and Chief Technology Officer, GrowthCurve Capital

Alexis Underwood

Managing Director, Commercial Excellence and Pricing, Wynnchurch Capital

Maggie van de Griend

Managing Director, Portfolio Talent, Warburg Pincus

David Venker

Principal, Portfolio Operations, HCI Equity Partners

Prerak Vohra

Managing Director, Goldman Sachs Asset Management

Nic Volpi

Partner, Permira

Craig Vosburgh

Chief Technology Officer, Strattam Capital

Jonathan Waggoner

Managing Director and Co-Head of the North American Operating Team, Strategic Value Partners, LLC

Rob Waldron

Chief Executive Officer, Curriculum Associates

Andrew Walshe

Director, North American Operating Team, Strategic Value Partners

Kenneth Wang

Managing Director, Goldman Sachs

David Warren

Senior Director, Subscribed Institute, Zuora

Jana Wayne

Managing Director, Head of Procurement, Hunter Point Capital

John Weaver

Senior Director, Risk International

Jessie Wechsler

Principal, BayPine

Roxi Wen

Operating Partner, Insight Partners

Ryan Wesselschmidt

SVP Sales and Service and GM North America, Husqvarna Construction Division, North America

Chris Westington

Director of Portfolio Management and Value Creation, BCI

Jason White

Chief Transformation & Development Officer, HGS BioScience

Jared Wiesel

Senior Vice President, Manufacturing & Distribution, Revenue Analytics

Nick Winter

Managing Director, Värde Partners

Curt Witte

Partner, Head of Growth Factors, Bregal Sagemount

Tricia Witty

Managing Director, Private Capital Value Creation  Ontario Teachers' Pension Plan

Scott Wong

Managing Director – Data Science and AI, GrowthCurve Capital

Ken Yagen

Senior Vice President, Digital Strategy and Innovation, Warburg Pincus

Cici Zheng

Managing Director, Corridor Capital

Paul Zuber

Operating Partner, North American Lead, Hg

Engage with the largest operating partner community

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

Venue

View the venue

Convene Brookfield Place
225 Liberty St.
New York, NY 10281

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Explore our event website to learn more about the Forum, and secure your seat when you’re ready.

We hope to see you in New York City in October.