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 15th 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.

See who attended last year


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

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
  • 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!

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…

2024 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

“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 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

 

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.

 

See who attended in 2024


Pre-conference reception

Monday, October 21, 2024

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, 2024

Five pre-conference networking dinners (invitation-only)

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

Exchange ideas and expand your connections with value creation leaders in a relaxed setting on the evening before the event kicks off. Join us for one of five private sit-down dinners designed exclusively for operating partners attending the NY Forum:

Heads of Value Creation Dinner

Hosted by:
   

Finance Operating Partners Dinner

Hosted by:

   

GTM, Sales and Revenue Growth Operating Partners Dinner

Hosted by:

   

Human Capital Operating Partners Dinner

Hosted by:

   

Technology and Digital Operating Partners Dinner

Hosted by:

   

Day 1 lunch and reception

Tuesday, October 22, 2024

Operating Partners Lunch Discussions (operating partners only)

1:00 – 2:00 pm

These closed-door lunch discussions will explore how to best position yourself in PE portfolio operations with key strategies for your portcos and PE firms to enhance value.

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

Hosted by:

   

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.

Hosted by:

   

    

Day 2 breakfast and lunch

Wednesday, October 23, 2024

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

8:30 – 9:15 am

These breakfast deep dive discussions will allow you to share your views and learn from peers about the following topics:

  • Value creation as a macro imperative: key insights for operating partner groups
  • How to grow a business to drive valuation creation: operating partner workshop
  • Leadership matters: unique guidelines for transformation and impact
  • Preparing for techxit: ensuring your tech is ready to maximize the multiple
  • How operating partners and CFOs collaborate effectively to maximize value creation

Hosted by:

   

   

Operating Partners Lunch Discussions (operating partners only)

1:10 – 2:00 pm

These closed-door deep dive lunch discussions covering specific functional areas will explore key strategies for your portcos and PE firms to enhance value.

  • Rate optimization: the no regrets cloud cost management tactic your portcos are not fully leveraging
  • The GenAI & customer analytics journey to total monetization: end to end processes and execution

Hosted by:

   

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

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

Joe Rubino

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

Joe joined GTCR in 2022 as Managing Director and Chief Information Security Officer. He focuses on both GTCR security and data privacy, as well as supporting our portfolio companies on similar initiatives. Joe also co-leads the firm’s Portfolio Resources Group, which provides functional support to GTCR’s investment teams and portfolio company leadership.

Prior to joining GTCR, Joe was the Global Chief Information Security Officer at HCL Software and the Chief Information Security Officer at Bloomberg Industry Group. Prior to his private sector experiences, Joe spent 15 years with the Central Intelligence Agency as an Intelligence Officer in the Office of Security. Joe holds a BS degree from Saint Joseph’s University and has completed executive leadership programs at Northwestern University’s Kellogg School of Management and the Harvard Kennedy School.

Founded in 1980, GTCR is a leading private equity firm that invests through The Leaders Strategy™ – finding and partnering with management leaders in core domains to identify, acquire and build market-leading companies through organic growth and strategic acquisitions. The firm is focused on investing in transformative growth in companies in the Business & Consumer Services, Financial Services & Technology, Healthcare and Technology, Media & Telecommunications sectors. Since its inception, GTCR has invested more than $25 billion in over 280 companies, and currently manages $40 billion in equity capital. GTCR is based in Chicago with offices in New York and West Palm Beach.