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The Operating Partners Human Capital Forum is the only conference focused entirely on the talent function in private equity. It brings together 300+ operating partners to share practical strategies for driving results through leadership, team design, organizational effectiveness, and talent strategy across the portfolio.
The Forum takes place March 25-26, 2026 at Convene, located at 360 Madison Avenue in New York City (45th Street between 5th Avenue and Madison Avenue).
The pre-event Welcome Reception and Dinner (for operating partners only) takes place on March 24, 2026 from 5:30-9:00pm.
This event is built exclusively for private equity operating partners and value creation teams, especially those involved in human capital, talent strategy, organizational design, or value creation planning. In addition, if you are a generalist value creator, are building or coaching teams and leadership within your portfolio companies, or scaling talent teams across the portfolio, this is the event for you.
You can book online here. To access the best rates and secure your place at the operating partner-only Welcome Reception and Dinner, 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 the people side of value creation. Key themes include:
- CEO assessment and leadership performance metrics
- AI use cases across executive search, onboarding, and culture
- Scaling internal talent teams to meet portfolio demands
- Organizational design and workforce planning
- CHRO collaboration and HR integration
- Human capital operating model best practices
The Forum includes multiple structured and informal networking touchpoints, including an invitation-only pre-event reception for operating partners, 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.
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 or
visit the sponsorship page.
If you’re a PE or VC operating partner with hands-on experience in talent strategy, organizational design, or leadership execution, 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 a cancellation, your attendee pass can be transferred to a colleague to attend the current event.