The largest global event for private equity value creation

Drive value creation across all functional business areas with strategies learned at Private Equity International’s 14th annual Operating Partners Forum New York.

Join the largest global PE operating partner community to discuss and debate the best methods to deliver maximum portfolio optimization at a critical time.

Take part in extensive networking opportunities, compare best practices, build new relationships, and influence future models at the operating partners event of the year, now at a brand-new venue.

Download the 2024 preliminary agenda


Save $550+ on your ticket when you register before July 26.

Book now

Create operationally efficient portfolio companies

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

Network with top value creators

Meet with the largest global community of private equity operating partners in one place over 2 days.

Learn key strategies for cross-portfolio initiatives

Find the right tools and knowledge to create value.

“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

Agenda highlights

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

  • 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
  • Five functional breakfasts and think tanks for: finance, sales, human capital, tech, and supply chain operations
  • The growing importance of operating partners: showcasing value to the PE industry
  • Discover future functional levers across the entire investment lifecycle
  • Gain access to our operating partner compensation survey
  • And much more!

Speakers

Meet the largest operating partner network

Abris Capital Partners
Accel-KKR
ACON Investments
Advent International
AGF Latin America
AlixPartners
Alvarez & Marsal
Amazon Web Services (AWS)
American Industrial Partners
Apollo Global Management
Ara Partners
Astara Capital
Bain Capital
Barings
Beckway
Berkshire Partners
Blackstone
Blue Ridge Partners
Blue Wolf Capital Partners
BluWave
Brookfield Asset Management
BV Investment Partners
Catalant
Charlesbank Capital Partners
Clayton Dubilier & Rice
Court Square Capital Partners
Deloitte
Entromy
EQT Group
Ethos Capital
Evergreen Coast Capital
EY
Falco Global Partners
Frazier Healthcare Partners
GI Partners
Graham Partners
Graham Management
Grant Thornton
GrowthCurve Capital
HCI Equity Partners
Hg Capital
Hudson Advisors
IFM Investors
Incline Equity Partners
JF Lehman & Company
Kelso & Company
KKR
KPS Capital
Lateral Investment Management
Level Equity
Liberty Advisor Group
LKCM Headwater Investments
Marblegate Asset Management
MiddleGround Capital
Morgan Stanley
Mubadala
New Mountain Capital
New State Capital Partners
NextGen Growth Partners
Novacap
Oak Hill Capital
Onex Partners
ORIX Capital Partners
Pamlico Capital
ParkerGale Capital
Peloton Capital Management
Periscope Equity
Polaris Growth Fund
Providence Equity
Public Investment Fund
PwC
RSM
Salesforce
SAP
Searchlight Capital Partners
Shamrock Capital Advisors
Simon Kucher
Siris Capital Group
Sovereign’s Capital
Spring Lane Capital
Strattam Capital
Summit Leadership Partners
Terminus Capital Partners
The CapStreet Group
The Carlyle Group
The Raine Group
The Riverside Company
The Sterling Group
Thompson Street Capital Partners
Traub Capital Partners
TVV Capital
Updata Partners
Upwork
Värde Partners
Vision Ridge Partners
Warburg Pincus
Wellspring Capital
Zenyth 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 recommend.”

Kush Tulsidas
One Rock Capital Partners

 

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

Greg J Pappas
Berkshire Partners


2024 agenda

Our unique agenda offers interactive working groups, think tanks, panels, breakfast and lunch discussions. The 2024 preliminary agenda is 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 preliminary agenda

 

Explore our exclusive operating partner only networking

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

Join our community of the brightest leaders in value creation to meet and exchange ideas that will help you in your day-to-day operations. Attendees engage with an agenda packed with social activities, interactive roundtables, think tanks, dinners, a women’s lunch discussion, and two evening receptions.

 

Download the 2023 attendee list


Pre-conference reception

Monday, October 21

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

5:30 – 7:30 pm
Manhatta, 28 Liberty St, 60th floor

Join the operating partners attending the New York Forum at our opening reception. Exchange valuable insights with your peers in a relaxed setting and build your connections before the conference kicks off.

Hosted by:

               

Pre-conference dinners

Monday, October 21

Heads of Value Creation – Leaders Dinner (invitation-only)

7:30 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us for a VIP private sit-down dinner designed exclusively for the leaders of the value creation teams attending the NY Forum. Exchange ideas and expand your connections with the heads of the operating partner teams in a relaxed setting on the evening before the event kicks off.

Finance Operating Partners Dinner (invitation-only)

7:30 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join the finance value creations specialists attending the New York Forum for a private sit-down dinner to facilitate networking before the conference. Increase your connections and exchange ideas with finance leaders in value creation.

GTM, Sales and Revenue Growth Operating Partners Dinner (invitation-only)

7:30 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

Join us as we welcome the sales, revenue growth, marketing, and GTM operating partners attending the Forum for a private sit-down dinner to facilitate networking before the conference starts. Increase your connections and exchange ideas with leaders in commercial value creation.

Human Capital Operating Partners Dinner (invitation-only)

7:30 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

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

Technology and Digital Operating Partners Dinner (invitation-only)

7:30 – 9:00 pm
Manhatta, 28 Liberty St, 60th floor

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

Hosted by:

Day 1 lunch and reception

Tuesday, October 22

Women in PE Portfolio Operations Lunch (invitation-only for operating partners)

1:00 – 2:00 pm

This closed-door lunch discussion will explore what it’s like being a woman in Private Equity portfolio operations. Explore career paths, development, and how to position yourself as operating partner leaders.

Operating Partners Forum New York Day 1 Grand Reception

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.

Day 2 breakfast and lunch

Wednesday, October 23

Five Breakfast Deep Dive Discussions (new and expanded, for operating partners only)

7:45 – 8:30 am

These breakfast deep dive discussions covering all functions, will focus on key strategies in value creation and allow you to share your views and learn key insights from peers.

Functional Specialist Operating Partners Lunch Discussion (operating partners only)

1:10 – 2:00 pm

This closed-door deep dive lunch discussion covering a specific functional area will explore key strategies for your portcos and PE firms to protect and enhance value.

Featured interactive discussions & networking opportunities

Think Tanks (operating partners only)

These closed-door morning sessions led by operating partners for operating partners only will allow you to engage in lively discussions with your peers. The thinks tanks will also allow you to suggest topics to be covered in looking at the best value creation practices.

Interactive Working Groups (operating partners only)

These exclusive deep dive discussions only available to operating partners allow you to participate in interactive roundtable discussions with designated facilitators to learn from experts in different functional areas of value creation.

Pre-Event Resources

Speakers

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

Gerard Ashmore

Senior Vice President, Reporting & Insights, Grain Management

Brian Barnum

Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital

Ted Bililies, AlixPartners

Ted Bililies

Partner and Managing Director, AlixPartners

Bruce Chesebrough

Operating Partner, New Mountain Capital

Jim Corey

Managing Partner, Blue Ridge Partners

Russell Findlay

Senior Executive Director and Operating Partner, H.I.G Capital

AJ Gandhi

Chief Growth Officer, Marlin Equity Partners

Rory Gaston

Group Managing Director, Saragossa

Amar Ghai

Head of Digital Value Creation (Americas), KKR

Akshay Grover

Global Private Equity Practice Lead, Zscaler

Asheesh Gupta

Managing Director, Portfolio Support, Audax Private Equity

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

Doron Grosman

CEO/President, Smart Start

Tye Howell

Operating Partner, Rubicon Technology Partners

Jawad Hussain

Partner, Private Equity Services Lead, MorganFranklin Consulting

Matt Ibbetson

Principal, Ridgemont Equity Partners

Bob Isaman

Head of Operations, Dunes Point Capital

Jamie Jacobs, American Securities

Jamie Jacobs

Chief Talent Officer, Oak Hill Capital

Danielle Jezienicki

Impact/ESG Advisor, GroundForce Capital

Marc Jourlait

Operating Partner. The Riverside Company

Greg Kegeles

Operating Partners, Digital Transformation, Newlight Partners

Shane Kern

Managing Director, Operational Performance, Erie Street Growth Partners

Neil Kimber

Operating Principal, Accel-KKR

Jonathan Konkoly

Vice President of Portfolio Operations, HCI Equity Partners

Ajaykumar Kutty

Technology Operating Principal, KKR

Misha Logvinov

Director, Mubadala Performance Partners, Mubadala

Lee McCabe

Operating Partner, AEA Investors

Pat Petitti

Co-Founder, CEO, Catalant Technologies

Ricardo Rodriguez

Managing Director, Grain Management

Zorian Rotenberg

GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

Tim Sanders, Upwork

Tim Sanders

Vice President of Client Strategy, Upwork

Chris Satchell

Managing Director Technology & Digital, Clayton Dubilier & Rice

Sonal Singla

Senior Operating Advisor, Hellman & Friedman

Rachel Spasser

Managing Director, Head, Accel-KKR Consulting Group, Accel-KKR

Juliane Stephan

Principal, Catalyst Group, Incline Equity Partners

Shivani Tejuja

Advisory Director, Charlesbank Capital Partners

Kush Tulsidas

Operating Partner, One Rock Capital Partners

Alexis Underwood

Managing Director, Commercial Excellence and Pricing, Wynnchurch Capital

David Venker

Vice President of Portfolio Operations, HCI Equity Partners

Craig Vosburgh

Chief Technology Officer, Strattam Capital

Andrew Walshe

Director, North American Operating Team, Strategic Value Partners

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 Downtown
225 Liberty St.
New York, NY 10281