![Christian Grados Cropped](https://www.peievents.com/en/wp-content/uploads/2024/02/Christian-Grados-Cropped.png)
Christian Grados
Principal - Portfolio, Talent Management & Organizational Effectiveness, Apollo Global Management
![Courtney Della Cava](https://www.peievents.com/en/wp-content/uploads/2023/01/Courtney-della-Cava-400x400.jpg)
27 - 28 March 2024,
Convene, 117 W 46th St, New York
In its third year, the Operating Partners Human Capital Forum brought together an elite crowd of human capital value creators and operating partner talent specialists. The annual Forum 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, 2024 attendees uncovered how leading firms are achieving value creation through the human capital function.
“Tremendous event. This is where we push forward value creation through human capital.”
Join discussions with leading PE operating specialists and learn key strategies to accelerate growth & transformation through human capital. The 2024 agenda will include:
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.
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
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
Chairman:
Tony Buffum, Vice President of HR Client Strategy, Upwork
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
Senior Managing Director, Global Head of Portfolio Talent and Organizational Performance, Blackstone
Read bioModerator:
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
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
Moderator:
Sean Mooney, Founder and CEO, BluWave
Panelists:
Brady Delaney, Managing Director, Talent, Kohlberg & Company
Bruce Ennis, Chief Human Capital Officer, Heartwood Partners
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
Operating Partner, Talent & Co-Head of Diversity and Inclusion, Welsh, Carson, Anderson & Stowe
Read bioThis deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Todd Miller, CEO, Risk International
John Weaver, Senior Director, Risk International
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Steven Berman, Executive Search Director, Accel-KKR
Eric Larson, Managing Partner, Private Equity, Riviera Partners
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Myra D’Souza, Managing Director, PwC
Carrie Duarte Steele, Partner, PwC
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
Natalia Schmidt-Chiari, Principal, Portfolio Talent and Organizational Performance, Blackstone
Principal, Portfolio Talent and Organizational Performance, Blackstone
Read bioModerator:
Tom Corbitt, Founder and Managing Principal, Top Line Growth Partners
Panelists:
Bernardo Arrospide, Operating Vice President, Accel-KKR
Maggie van de Griend, Managing Director, Portfolio Talent, Warburg Pincus
Keith Warren, Senior Strategic Talent Advisor, LS Power
Moderator:
Morgan McKeown, Talent Operating Advisor, Goldman Sachs Asset Management
Panelists:
Samantha Smith, Principal, Portfolio Human Capital, General Atlantic
Debra Somers, Senior Vice President, Portfolio Talent, Warburg Pincus
Davide Tesini, Senior Vice President, Mubadala
Facilitators:
Virginia Peters, Partner, K&L Gates
Nicole Strait, Chief of Organization Strategy, Norwest Equity Partners
Moderator:
Claudy Jules, Partner, McKinsey & Company
Panelists:
Bernardo Arrospide, Operating Vice President, Accel-KKR
Kahena Joubert, Principal, Diversity, Equity and Inclusion Business and Investment Strategy Lead, Ares Management
Johnathan Medina, Global Head of DE&I, Macquarie Asset Management
Moderator:
Jonathan Rice, Partner, Private Equity and Alternative Assets Lead, NorthWind Partners
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
Moderator:
Marc Prine, Senior Advisor, 29Bison, A SolomonEdwards Company
Panelists:
Steven Berman, Executive Search Director, Accel-KKR
David Finnie, Partner, VF Advisors, Portfolio Resource Group, Renovus Capital
Jamie Jacobs, Chief Talent Officer, Oak Hill Capital
Kate Griffin, Director, Portfolio Talent, Bain Capital
Moderator:
Ruthanne Roth, Founder and CEO, Aster Talent
Panelists:
Caroline Carr, Partner, Chief Human Resources Officer, Permira
Danie Levy, Independent Talent Partner
Brennan Murray, Partner, Talent, Cressey & Company
Karina Sobieski, Co-head, Portfolio Human Capital Practice, Advent International
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitator:
Dina Wang, Partner, ghSMART
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Greg Harmeyer, Co-Founder TiER1 Performance, CEO, TiER1 Impact
Christopher Kim, Principal, Head of Human Capital, Platinum Equity
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Sandy Fiaschetti, Founder and Managing Partner, Lodestone People Consulting
Bachul Koul, Director, Warburg Pincus
This deep dive breakfast discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Ted Bililies, Partner and Managing Director, AlixPartners
Jason McDannold, Partner and Managing Director, AlixPartners
Hosted by:
This deep dive discussion designed solely for talent partners and operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitators:
Rick DeRose, Managing Partner and Co-Founder, Acertitude
Scott Jacobs, Partner, Acertitude
Hosted by:
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
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
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
Chairman:
Tony Buffum, Vice President of HR Client Strategy, Upwork
Presenters:
Tony Buffum, Vice President of HR Client Strategy, Upwork
John Sander, Principal, Portfolio Solutions, Lightyear Capital
Rony Kort, Chief Talent Officer, Leonard Green
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
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
Jess Weber, Head of Talent, Prelude Growth Partners
Vice President, Human Capital - Center of Excellence, Frazier Healthcare Partners
Read bioThis deep dive discussion designed solely for operating partners will allow the audience to join an interactive roundtable discussion with designated facilitators:
Facilitators:
Tracey Abbott, Director, Mubadala Performance Partners, Mubadala
John Frehse, UKG Workforce Institute Advisory Board Member
This deep dive discussion designed solely for operating partners will allow the audience to join an interactive discussion with designated facilitators:
Facilitator:
Dhruv Mehra, Partner, Private Equity and M&A Advisory Services, Mercer
This closed-door discussion will explore what it’s like being a woman in PE and VC portfolio operations:
Facilitators:
Marla Capozzi, Partner, McKinsey & Company
Jamie Jacobs, Chief Talent Officer, Oak Hill Capital
Melissa Mounce, Managing Director, Leadership Talent and Diversity, GTCR
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
Interviewee:
John Dandolph, President and CEO, Alkegen
Interviewers:
Najeeb Ahmad, Principal and Co-Founder, Pennington Human Dynamics
Scott Willett, Principal and Co-Founder, Pennington Human Dynamics
Moderator:
Kim Coppola, Principal, Mercer
Panelists:
Ashley Day, Operating Partner – Human Capital, FFL Partners
Geri House, Chief People Officer, Platform Partners
Diana Martz, Principal, Human Capital, Strategic Resource Group, TA Associates
For speaking opportunities, contact Marc Mele at marc.m@pei.group or call +1 646 581 9295.
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
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.
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:
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.
Hosted by:
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.
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.
Hosted by:
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.
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.
These exclusive deep dive discussions, only available to operating partners, allow you to participate in interactive and dynamic discussions with designated expert facilitators.
Kelie Morgan
Director of Talent Acquisition
Permanent Equity
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.
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.
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.
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.
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.
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.
This closed-door discussion will explore what it’s like being a woman in PE and VC portfolio operations:
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.
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.
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.
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