)
)
The Forum takes place June 24-25, 2026 at Silverado Resort, located at 1600 Atlas Peak Rd in Napa, CA.
The pre-event networking activities take place the day before on June 23, 2026 at Silverado Resort.
This event is built exclusively for private equity operating partners and value creation teams.
You can book online here. To access the best rates and secure your place in the pre-event networking opportunities, we recommend registering as early as possible as space fills up fast.
Pricing varies based on registration date and your firm type. Discounted rates are available for early registrants. Full pricing information is available on the booking page.
We recommend business attire for this event.
The agenda focuses on cross-functional value creation, with a specific track for AI and technology. Key themes include:
- Driving alignment and buy in as operating partners with your deal teams and management teams
- Optimizing the operating partner-CFO partnership across the lifecycle
- Showcasing AI-adept leadership teams for your portfolios — what great looks like
- Successes and failures of AI in value creation so far: operating partner lessons learned
- Breaking down human capital execution across all phases of the investment lifecycle
- Agentic AI as the next frontier in value creation
- How operating partners are maximizing AI for the commercial function
The Forum includes multiple structured and informal networking touchpoints, including a golf tournament, pre-event dinner and reception, winery tour and tasting, small-group think tanks, topic-based roundtables, and peer-led working sessions designed to help you benchmark in a confidential setting. See the agenda for more.
Accommodation and transportation is not included in an event ticket. We do have a limited number of rooms available at an exclusive rate; to join the room block, please make a reservation here.
PEI’s Value Creation Partner programs provide an all-inclusive platform for organizations to engage with private equity operating partners and value creation teams in high level problem solving conversations and explore opportunities for collaboration. To learn more, contact Lawrence Dvorchik at Lawrence.d@pei.group.
If you’re a PE or VC operating partner with hands-on experience in value creation, reach out to Marc Mele at marc.m@pei.group to learn more about speaking opportunities.
Yes. Certain sessions, including the pre-event networking reception, are exclusive to operating partners and by invitation. These are clearly marked on the agenda.
We currently only offer a two-day pass for the forum, as we recommend attending both days to create the most value for you and your firm from attending the Forum.
Yes, international operating partners and value creation professionals are encouraged to attend. All content is delivered in English, but the Forum regularly hosts attendees from North America, Europe, and beyond.
Some session materials may be made available to attendees after the event. However, many discussions are held under Chatham House rule and are not recorded to encourage candid exchange among peers.
Our cancellation policy does not provide a refund. It grants you a credit to be applied to attend a future PEI Forum, valid for 12 months from the date of issuance. The credit can be used by the attendee cancelling or anyone from your firm. Alternatively, in the event of cancellation, your attendee pass can be transferred to a colleague to attend the current event.