Private Equity
International
International
Operating Partners Forum: Europe Virtual Experience 2020
Agenda
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.
View agenda page
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.




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

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
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
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
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

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
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
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
15:05 - 15:35
Working with management to implement rapid EBITDA improvement
Nigel Lee,
Paul Reading,
Russ Albright
15:40 - 16:10
Assessing effectiveness of management teams
Conor Boden,
Séverine de Wulf,
Joy McCormack,
Sam Gilpin
Moderator: Sam Gilpin, Managing Director, YSC
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
15:05 - 15:35
How is digital transformation changing buyer journeys?
Marc Metzner,
James Bagan,
Dave Kirby,
Duncan Ramsay
15:40 - 16:10
Managing sales teams to drive growth in a more virtualised environment
Moti Shahani,
Matthias Sander,
Riccardo Basile
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
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.
09:55 - 10:00
Chairperson’s Welcome Back Remarks
James Berkeley

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




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
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
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
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

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
14:35 - 15:05
How embracing ESG & impacts can enhance returns
Ellen de Kreij,
Pia Irell,
James Magor
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
15:40 - 15:45