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

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

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

Thanks for your interest

Thank you for your interest in the Operating Partners Forum New York.

Your requested resource will be sent to the email address you provided.

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.

Jonathan Waggoner

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

Mr. Waggoner is a Managing Director and Co-Head of the Investment-Operating Team in North America.

Prior to joining Strategic Value Partners, Mr. Waggoner was with New Mountain Capital where he was a Managing Director in their operating group. Prior to New Mountain, Mr. Waggoner served as both Chief Operating Officer and Chief Revenue Officer at Rue La La, an online, off-price retailer, from 2012 until 2015. While at Rue La La, he led operations efforts, including merchandise planning, pricing, inventory management, materials management and production, as well as all direct customer marketing efforts, including customer acquisition, engagement and retention. Earlier in his career, Mr. Waggoner was a senior professional in the operating group at Bain Capital and spent time as a consultant at McKinsey & Company.

Mr. Waggoner received an M.B.A. from Harvard Business School, and a B.S. in Mechanical Engineering from Arkansas State University.