All timings are listed in BST/UTC+1

With the online platform you can:

  • Create your own daily agenda so you don’t miss a meeting or a key session
  • Take part in the sessions through speaker Q&A and live polling
  • Watch any sessions you missed at a later date. All sessions will be available on-demand for 5 months

For more information on the agenda in 2020 please contact Charles Gould at charles.g@peimedia.com or call +44 (0) 203 879 3893.

Day 1 Day 2 Day 3
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Agenda

Operating Partners Forum: Europe 2020 - Monday 5th

Pre-event networking sessions
15:00 - 15:15

Pathable Tutorial

Before the start of the event, this session will help to give you a brief overview of the Pathable platform to ensure you are comfortable with its use. The session will be interactive so you will have an opportunity to ask us questions on anything you are not sure about when it comes to the technical side of things.

15:15 - 17:30

Pre-conference Workshops and Networking

Srinivasaa HG, Trupti Mukker, Mark Billige, Gary Hoover

In these interactive roundtables you will be placed in a zoom-style call to discuss the relevant topic with other industry members. The sessions will be hosted by a virtual workshop leader and one-two speakers, they will help kick off the discussion and then it will turn into a more free-flowing discussion with other participants.

Please be prepared to contribute with questions and input on how you are engaging with topics under discussion.

 

3:15-4:00
Workshop:
Digital value creation to drive profitable exits sooner
The past few years have increasingly seen digital become a core part of private equity growth strategy. Digital transformation is a proven way to drive tangible value quickly. Join this session to hear examples of PE portfolio companies and large organisations that leveraged Digital transformation to (a) reimagine their business to generate additional revenue channels and stay ahead of the curve (b) bring in process efficiencies and operational excellence, resulting in large scale cost takeout. This interactive workshop will provide practical takeaways to help with transforming portfolio businesses. Worth reading Wipro’s whitepaper on The New Private Equity: Creating Value Quickly and Reliably Through Digital Transformation ahead of the session.
Srinivasaa HG, VP & EMEA Head, Wipro Digital
Trupti Mukker, VP & Global Head of FS Digital Operations, Wipro

 

 4:00-4:30
Workshop:
How to successfully transition to subscriptions / recurring revenue models
Have your portfolio companies been grappling with how to transition to the subscription economy? Whilst the potential upside in terms of enhanced revenue quality/longevity and multiple expansion are clear, getting it right requires careful optimisation of several interdependent levers. Crafting the right propositions, getting pricing structure and levels right, developing a robust customer phasing/migration strategy and equipping the sales force for success are all crucial. Join our interactive workshop where we will distil years of helping hundreds of companies navigate this journey into the most important lessons learnt and concrete do’s and don’ts for real sustainable success.

Facilitators
Mark Billige
, CEO, Simon-Kucher & Partners
James Brown, UK Managing Partner, Simon-Kucher & Partners
Dr. Peter Colman
, UK Sales Excellence Practice Lead, Simon-Kucher & Partners

 

4:30-5:00
Workshop: Don’t Compromise Exit Dates—Dig Deeper, Faster to Accelerate Value Creation Opportunities
PE firms and their PortCos shouldn’t have to adjust their targets or holding periods in response to the global pandemic. Rather, there are opportunities to refigure where the value lies and then adjust strategies for capturing the value accordingly. If the exit date is looming, firms will want to find the best opportunities where high EBITDA impact intersects with the shortest-possible timeframe for value capture. Join this session to learn about a PE firm that was looking to exit within 12-18 months. This $250 million business captured $13 million in savings achievable in 10 months with an estimated EBIDTA impact of 300 to 500 basis points. Discuss different ways to accelerate value creation both on and off the manufacturing floor. Find ways to think differently about what types of projects are possible within the allotted timeframe and accessible resources.

Facilitators
Gary Hoover
, Vice President, Global Private Equity Practice, TBM Consulting Group
John Wynne
, Managing Director, TBM Europe, TBM Consulting Group
John Ferguson
, Vice President, International Operations, TBM Consulting Group

 

5:00-5:30
Speed networking half hour
This unique session will allow delegates to participate in at least 5 private one-on-one meetings.

A speaker photo for Srinivasaa HG

Srinivasaa HG

VP, Europe Business Head - Digital Engineering & Appl Services, Wipro

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A speaker photo for Trupti Mukker

Trupti Mukker

VP and Global Head of FS Digital Operations, Wipro

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A speaker photo for Mark Billige

Mark Billige

CEO, Simon-Kucher and Partners

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A speaker photo for Gary Hoover

Gary Hoover

Vice President, Global Private Equity Practice, TBM Consulting Group

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Agenda

Operating Partners Forum: Europe 2020 - Tuesday 6th

Operating Partners Forum: Europe 2020
09:00 - 09:30

Networking breakfast and introduction to tech

09:30 - 09:40

PEI Welcome & Chairperson’s Opening Remarks

Lisa Stone
A speaker photo for Lisa Stone

Lisa Stone

Independent Chairperson

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09:40 - 10:15

The evolution of value creation and changes to the structure of portfolio groups

Susanne Vanner, Maria Carradice, Jérôme Losson, Gabriele Questa

Panel Session

  • How has covid-19 changed the approach to value creation
  • Quantifying operating partner performance: KPIs and metrics used by firms and how they are charging
  • Predictions for trends in the next 10 years for more specialist roles and closeness to the investment team

Moderator: Susanne Vanner, Partner, EY

A speaker photo for Susanne Vanner

Susanne Vanner

Partner - Transaction Strategy & Execution, EY

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A speaker photo for Maria Carradice

Maria Carradice

Managing Director, Mayfair Equity Partners

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A speaker photo for Jérôme Losson

Jérôme Losson

Partner, Head of Operations Team - BC Partners

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A speaker photo for Gabriele  Questa

Gabriele Questa

Managing Director, KKR & Co.

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10:15 - 10:20

Stretch Break

Operating Partners Forum: Europe 2020
10:20 - 10:55

Operating partner assessments of the commercial organisation during diligence

Jim Corey, Caimin Jones, Lorenzo Levi

Panel Session

  • To what extent are operating partners being asked to examine top-line revenue issues during diligence?
  • What issues are operating partners being asked to analyse?
  • Knowing what to look for: Spotting risks and opportunities
  • Techniques for being most effective during diligence

Facilitator: Jim Corey, Managing Partner, Blue Ridge Partners

A speaker photo for Jim Corey

Jim Corey

Managing Partner, Blue Ridge Partners

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A speaker photo for Caimin Jones

Caimin Jones

Operating Partner, Silver Lake

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A speaker photo for Lorenzo Levi

Lorenzo Levi

Managing Director and Operating Partner, CDPQ

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10:55 - 11:00

Stretch Break

Operating Partners Forum: Europe 2020
11:00 - 11:20

Fireside Chat: Using Technology to accelerate value creation in the first 100 days and beyond

Aswatha Amarnath, Darrell Stein
  • How can technology help private equity realise profitable exits sooner?
  • Making a concrete action plan in the first 100 days
  • Focusing on large scale cost take out in your portfolio companies by driving operational efficiencies and intelligent automation
  • Converting fixed costs to variable costs – Monetise and modernise to help improve cash flow during the Covid-19 crisis
  • Looking for new revenue streams and sales growth through business process reimagination and digital transformation
  • Case studies on PE Firms leveraging technology from due diligence to cost-effective exit

Amarnath, Senior Vice President, Wipro
In conversation with
Darrell Stein, Director & Operations Advisor to Private Equity Funds (KKR), HBF Solutions Ltd

A speaker photo for Aswatha Amarnath

Aswatha Amarnath

Senior Vice President, Wipro

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A speaker photo for Darrell  Stein

Darrell Stein

Director and Operations Advisor to Private Equity Funds (KKR), HBF Solutions

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11:20 - 11:50

Networking Break with 1-2-1 Meetings & 'Meet the Speakers'

Operating Partners Forum: Europe 2020 - Day 1
11:50 - 12:10

What born-digital culture can tell us about transforming traditional companies

Rob Hornby
  • Aligning culture with digital transformation
  • What can we learn from some of the mistakes of large born-digital companies?
  • Has the Covid-19 pandemic altered or speeded up traditional companies’ digital transformation ambitions?

Rob Hornby, Managing Director & Chief Digital Officer, London, AlixPartners

A speaker photo for Rob Hornby

Rob Hornby

Managing Director and Chief Digital Officer, Alix Partners

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12:10 - 12:15

Stretch Break

Operating Partners Forum: Europe 2020
12:15 - 12:35

Pricing: The critical value creation lever

Mark Billige, Simon Gibbs
  • Why pricing is the #1 value creation lever for private equity portfolio companies
  • Unlocking the power of pricing to drive various PE investment theses, including EBITDA enhancement, organic revenue growth, multiple expansion and buy-and-build revenue synergies
  • Perspectives from a pricing specialist as well as a portco Chairman and CEO
A speaker photo for Mark Billige

Mark Billige

CEO, Simon-Kucher and Partners

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Simon Gibbs

Chairman & CEO, Fortius

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12:35 - 12:40

Stretch Break

Operating Partners Forum: Europe 2020
12:40 - 01:10

Strategic implementation of digital transformations throughout the lifecycle

Anish Kundi, Maria Carradice, Gregory Salinger, Stefano Santarelli

Panel Session

  • Looking at specific ways operating partners are harnessing better digital strategies to drive returns
  • Covering the four phases: due diligence, 100 days, hold, exit
  • Understanding how operating partner teams get started when it comes to digital

Moderator:Anish Kundi, Director – Private Equity, SAP

A speaker photo for Anish Kundi

Anish Kundi

Director – Global Private Equity, SAP

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A speaker photo for Maria Carradice

Maria Carradice

Managing Director, Mayfair Equity Partners

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A speaker photo for Gregory Salinger

Gregory Salinger

Chief Digital Officer, Apax Partners SAS

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A speaker photo for Stefano  Santarelli

Stefano Santarelli

Director, Private Capital - OTPP

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13:10 - 14:30

Mid-day networking break with 1-2-1 Meetings & 'Meet the Speakers'

Stream A - Interactive Breakout Sessions
14:30 - 15:00

Managing cybersecurity and data privacy

Paul Harragan , Jamie Smith

Moderator: Paul Harragan, Director, Transaction Strategy & Execution, Cybersecurity, EY-Parthenon

A speaker photo for Paul Harragan

Paul Harragan

Global Cybersecurity Lead, KKR

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A speaker photo for Jamie Smith

Jamie Smith

Director, International Technology - Eze Castle Integration

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15:05 - 15:35

Working with management to implement rapid EBITDA improvement

Nigel Lee, Paul Reading, Russ Albright

Moderator: Russ Albright, CEO, Crosslake

A speaker photo for Nigel  Lee

Nigel Lee

Operating Partner, Apis Partners

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A speaker photo for Paul Reading

Paul Reading

Managing Director, Mayfair Equity Partners

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A speaker photo for Russ Albright

Russ Albright

CEO, Crosslake

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15:40 - 16:10

Assessing effectiveness of management teams

Conor Boden, Séverine de Wulf, Joy McCormack, Sam Gilpin

Moderator:  Sam Gilpin, Managing Director, YSC

A speaker photo for Conor Boden

Conor Boden

Senior Advisor, Abu Dhabi Investment Authority and KLAR Partners

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A speaker photo for Séverine de Wulf

Séverine de Wulf

Managing Director, PAI Performance Group, PAI Partners      

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A speaker photo for Joy McCormack

Joy McCormack

Director, Board Development, Private Equity - 3i

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A speaker photo for Sam Gilpin

Sam Gilpin

Managing Director, YSC

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Stream B - Interactive Breakout Sessions
14:30 - 15:00

How can cloud accelerate speed pre and post transaction?

Abhinav Saxena, Chris Goodall, Alex Mathers

Moderator: Abhinav Saxena, Senior Business Development Manager – Private Equity EMEA, AWS

A speaker photo for Abhinav Saxena

Abhinav Saxena

Senior Business Development Manager, Amazon Web Services

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A speaker photo for Chris Goodall

Chris Goodall

Founder - CG Consultancy and Technology Value Add Pyramid Head, Vitruvian Partners

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A speaker photo for Alex Mathers

Alex Mathers

Digital Director – Digital Team, Inflexion

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15:05 - 15:35

How is digital transformation changing buyer journeys?

Marc Metzner, James Bagan, Dave Kirby, Duncan Ramsay

Moderator: Marc Metzner, Vice President, Alexander Group

A speaker photo for Marc Metzner

Marc Metzner

Vice President, Alexander Group

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A speaker photo for James Bagan

James Bagan

Operating Partner, Frog Capital

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A speaker photo for Dave Kirby

Dave Kirby

Partner, Livingbridge

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A speaker photo for Duncan Ramsay

Duncan Ramsay

Partner, ECI Partners

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15:40 - 16:10

Managing sales teams to drive growth in a more virtualised environment

Moti Shahani, Matthias Sander, Riccardo Basile

Moderator:  Moti Shahani, Managing Director, Blue Ridge Partners

A speaker photo for Moti Shahani

Moti Shahani

Managing Director, Blue Ridge Partners

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A speaker photo for Matthias  Sander

Matthias Sander

Managing Director, BC Partners

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A speaker photo for Riccardo  Basile

Riccardo Basile

Operating Partner, Permira

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16:10 - 16:45

Networking Break with 1-2-1 Meetings & 'Meet the Speakers'

Operating Partners Forum: Europe 2020
16:45 - 17:15

Ask the experts: Panel of key speakers from the day audience Q& A

Diane Albano, Conor Boden, Gabriele Questa, Gregory Salinger

Leading speakers from the earlier sessions come together to explore the key questions that have arisen during the day
Moderator: Diane Albano, Chief Revenue Officer, Globalization Partners

A speaker photo for Diane Albano

Diane Albano

Chief Revenue Officer, Globalization Partners

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A speaker photo for Conor Boden

Conor Boden

Senior Advisor, Abu Dhabi Investment Authority and KLAR Partners

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A speaker photo for Gabriele  Questa

Gabriele Questa

Managing Director, KKR & Co.

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A speaker photo for Gregory Salinger

Gregory Salinger

Chief Digital Officer, Apax Partners SAS

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17:15 - 17:45

Virtual Networking & close of day one

Agenda

Operating Partners Forum: Europe 2020 - Wednesday 7th

Operating Partners Forum: Europe 2020
08:30 - 09:55

Invitation-only Think Tank for Operating Partners

Miles Graham, Tony O'Carroll

This closed-door session is an opportunity to share first-hand accounts on how to best position yourself in your career as an operating partner. The think tank will expose the toughest challenges operating partners face daily and will allow you to learn best practices in dealing with them.

A speaker photo for Miles Graham

Miles Graham

Managing Partner, Operating Partners Group

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Tony O'Carroll

Tony O'Carroll

Head of Investment-Ops Team and Managing Director, SVPGlobal

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09:55 - 10:00

Chairperson’s Welcome Back Remarks

James Berkeley
A speaker photo for James Berkeley

James Berkeley

Managing Director, Ellice Consulting

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10:00 - 10:30

Navigating through the downturn – what to do from a PE operations standpoint

Alejandro Alcalde Rasch, Fredrik Henzler, Tony O'Carroll, James Markham

Panel Session

  • How prepared were PE backed businesses and their private equity owners for the downturn that’s been brought about by the Coronavirus pandemic?
  • What should management teams and sponsors of businesses be prioritising during these tough times?
  • Tips for companies re-evaluating their business models/shutting down certain activities/scenario analysis

Moderator: Nicolas Monnier, Sales Product Manager, SAP

A speaker photo for Alejandro  Alcalde Rasch

Alejandro Alcalde Rasch

Senior Director - Portfolio Support, APS Advisory

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A speaker photo for Fredrik Henzler

Fredrik Henzler

Partner - Head of the Industry Value Creation, Partners Group

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Tony O'Carroll

Tony O'Carroll

Head of Investment-Ops Team and Managing Director, SVPGlobal

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A speaker photo for James Markham

James Markham

Senior Partner – Value Creation, Graphite Capital

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10:30 - 10:35

Stretch Break

Operating Partners Forum: Europe 2020
10:35 - 11:05

Managing the CFO-CEO relationship at portfolio companies

James Berkeley, Steven Dunne, Krzysztof Drozd, Victor Vadaneaux

Panel Session

  • Getting senior management aligned with the value creation plan
  • How can PE best support CEOs and CFOs?
  • How should CFOs work with the board and CEOs on the growth strategy?
  • Working with a CFO when having issues with a CEO

Moderator: James Berkeley, Managing Director, Ellice Consulting

 

 

A speaker photo for James Berkeley

James Berkeley

Managing Director, Ellice Consulting

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A speaker photo for Steven Dunne

Steven Dunne

Senior Partner, Frog Capital

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A speaker photo for Krzysztof Drozd

Krzysztof Drozd

Senior Managing Director, Varde Partners

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Victor Vadaneaux, Cairngorm Capital

Victor Vadaneaux

Chair, NED, Operating Partner

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11:05 - 11:30

Morning Networking Break – Virtual Lounge, 1-2-1 Meetings & 'Meet the Speakers'

Operating Partners Forum: Europe 2020
11:30 - 12:00

Managing board effectiveness: Making boards a value creation driver

David Cooper , Warwick Nash, Karen O'Mahony, Mala Shah-Coulon
  • Getting value from your chair, what is their role in board meetings
  • How do the best boards plan their time to ensure they add value
  • Quantifying the value of a good board

Moderator: Mala Shah-Coulon, Associate Partner, EY

A speaker photo for David Cooper

David Cooper

Founding Partner, Cooper Limon

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A speaker photo for Warwick Nash

Warwick Nash

Chairman, NED, Advisor , Various PE backed businesses

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A speaker photo for Karen O'Mahony

Karen O'Mahony

Managing Director, PEAL Capital Group

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A speaker photo for Mala Shah-Coulon

Mala Shah-Coulon

Head of Corporate Governance, EY

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12:00 - 12:05

Stretch Break

Operating Partners Forum: Europe 2020
12:05 - 12:35

Add-on acquisitions: How operators can add value as part of a buy and build strategy

Mark Veldon, Antonin de Margerie, Jean-Philippe Syed, Franck Temam

Panel Session

  • Which sectors are most well suited to this approach to value add?
  • Why technology and digitisation has made buy-and-builds more attractive
  • How to think about a company’s cash flow when they’ve had multiple mid-year acquisitions
  • Executing value creation strategy to ensure new acquisitions are integrated seamlessly
  • Creating a playbook to prepare a company’s process, technology, and people for a merger

Moderator: Mark Veldon, Managing Director, Alix Partners

Mark Veldon, AlixPartners

Mark Veldon

Managing Director, AlixPartners

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A speaker photo for Antonin de Margerie

Antonin de Margerie

Managing Director-Portfolio Performance, Eurazeo

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A speaker photo for Jean-Philippe   Syed

Jean-Philippe Syed

Principal, Development Partners International

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A speaker photo for Franck Temam

Franck Temam

Managing Director, PAI Performance Group, PAI Partners

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12:35 - 12:40

Stretch Break

Operating Partners Forum: Europe 2020
12:40 - 12:55

Deal Mechanic case studies: Operational excellence stories explained by the participants

Richard Riboe
  • Nordic Capital: AniCura
    Richard Riboe, Director, Nordic Capital
A speaker photo for Richard Riboe

Richard Riboe

Investment Director, Nordic Capital Advisors

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12:55 - 14:00

Mid-day networking break with 1-2-1 Meetings & 'Meet the Speakers'

Interactive Breakout Sessions
14:00 - 14:30

Managing culture & strategy to ensure an engaged and incentivised workforce

Andrea Davis, Lisa Telford
A speaker photo for Andrea Davis

Andrea Davis

Managing Director-Private Equity, Investcorp

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A speaker photo for Lisa Telford

Lisa Telford

Partner, Montagu Private Equity

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14:35 - 15:05

How embracing ESG & impacts can enhance returns

Ellen de Kreij, Pia Irell, James Magor
A speaker photo for Ellen  de Kreij

Ellen de Kreij

Lead Advisor, ESG Practice, Apax Partners

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A speaker photo for Pia Irell

Pia Irell

Impact Partner, Trill Impact Advisory

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A speaker photo for James Magor

James Magor

Director, Sustainability, Actis

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15:05 - 15:10

Stretch Break

Operating Partners Forum: Europe 2020
15:10 - 15:40

Using data science & tech to drive and monitor value creation strategy

Steve Jones, Sara McMunn, Wayne Brown

 

Moderator: Wayne Brown, Head of Private Equity, SAP Concur

A speaker photo for Steve Jones

Steve Jones

Growth Acceleration Team, Livingbridge

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A speaker photo for Sara McMunn

Sara McMunn

Operating Partner, Keen Venture Partners

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A speaker photo for Wayne Brown

Wayne Brown

Head of Private Equity, SAP Concur

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15:40 - 15:45

Closing Remarks