Accelerate future levers in value creation

Connect with your peers in relaxing wine country at the leading West Coast event for private equity value creation. The Operating Partners Forum Napa is designed for operating partners to step away from day-to-day pressure and focus on the real challenges of the role, from AI integration to execution and sustaining portfolio growth.

Through cross-functional sessions, including a dedicated track on tech value creation, the Forum combines expert perspectives with peer-led discussion, giving you time and space to reset priorities, exchange approaches, and return with fresh strategies and a stronger operating network.

Learn what’s actually working

Compare real playbooks with peers on how they are driving value across tech, GTM, finance, operations, and talent in a tougher market.

Build relationships
that last

Form trusted peer connections through operating partner-only discussions and shared experiences that continue well beyond the Forum.

Empower your operating team

Find out how leading teams are driving cross-functional execution when results, timelines, and visibility matter more than ever.

 

 

Agenda highlights

  • AI Operating Partner Perspectives: Comparing Roles and Models
  • Spotlight Interviews: tech and finance operating partners share lessons learned from 10+ years
  • Pre-event networking opportunities, including an operating partner-only winery tour
  • Think tanks: value creation war rooms for all functional areas
  • And much more…

 

 

Hear from industry leaders



Speaker Spotlight: Chris Sugden

 

Managing Partner spotlight: Edison Partners’ integrated approach to value creation

Hear how Edison Partners has rethought the operating partner model to drive measurable value across the full investment lifecycle.

This spotlight session breaks down how operators are embedded from diligence through exit, how Centers of Excellence support execution, and what it takes to turn value creation plans into results in growth equity.

Featuring:
Chris Sugden, Managing Partner, Edison Partners

 

Chris Sugden Managing partner spotlight: Edison Partners’ integrated approach to value creation
100+
Operational experts will guide
this year’s content
200+
Operating partners attended
the 2025 Forum
300+
Firms have joined
our PE community

What past attendees have to say

A P Sauced
"The attendees, content and overall facilitation are five out of five stars."
A P Sauced
Managing Director |  Virtas Partners
Chris Satchell
“This event is a unique experience in the world of PE; the best networking and reconnecting with peers, the most open and relevant conversations, the best panels and talks. This is combined with a packed schedule and excellent events throughout. The most valuable event of the year."
Chris Satchell
Managing Director Digital & Technology |  CD&R
Kevin McShane
“PEI is building a tremendous community of PE operators and a platform of learning and networking.”
Kevin McShane
Operating Partner |  Lone View Capital
David Rowley
“The best thing about the forum is meeting people who play the same role as I play, but learning about different approaches, applied at different scale, to different portfolio mixes.”
David Rowley
Technology Operating Partner |  Diversis Capital
Ready to join us?
For a limited time, save $435+ on your ticket. Save even more and get ears in every breakout room when you bring your entire operating team.

For program information

Marc Mele
marc.m@pei.group

For non-PE
firms

Lawrence Dvorchik
lawrence.d@pei.group

Registration
inquiries

Anna Dorokhin
anna.d@pei.group