Preview your onsite experience
The Forum agenda is built around the issues operating partners are working through now, spanning value creation across tech, GTM, finance, operations, and talent. Download the agenda to see how those discussions take shape.

For more information about the 2026 program or to inquire about speaking at this year's event, please contact  Marc Mele at marc.m@pei.group.
Download the agenda (opens in a new tab)
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4:30 PM
  1. Pre-Event Think Tank 01 Human Capital/Talent Operating Partners at The NY Historical (operating partners only)
    60 mins
    Join our think tanks being held in a historical setting for the very first time. These closed-door discussions led by your peers offer a selection that will allow you to learn and share best practices …
    Speakers
    Speaker image for Kristin Brown Patrick
    Kristin Brown Patrick, Senior Operating Partner, Talent - New State Capital Partners
    Speaker image for Mara Edgar
    Mara Edgar, Operating Partner, Talent - BayPine
  2. Pre-Event Think Tank 02 GTM, Sales & Revenue Growth Operating Partners at The NY Historical (operating partners only)
    60 mins
    Join our think tanks being held in a historical setting for the very first time. These closed-door discussions led by your peers offer a selection that will allow you to learn and share best practices …
    Speakers
    Speaker image for Ori Ben-Moshe
    Ori Ben-Moshe, Director, Portfolio Operations - EQT Group
    Speaker image for Jawad Bhatti
    Jawad Bhatti, Operating Partner - AnaCap
  3. Pre-Event Think Tank 03 Tech, Digital, and AI Operating Partners at The NY Historical (operating partners only)
    60 mins
    Join our think tanks being held in a historical setting for the very first time. These closed-door discussions led by your peers offer a selection that will allow you to learn and share best practices …
    Speakers
    Speaker image for PV Bóccasam
    PV Bóccasam, Managing Partner, Jörn Capital and Senior Advisor, ChrysCapital
  4. Pre-Event Think Tank 04 Finance Operating Partners at The NY Historical (operating partners only)
    60 mins
    Join our think tanks being held in a historical setting for the very first time. These closed-door discussions led by your peers offer a selection that will allow you to learn and share best practices …
    Speakers
    Speaker image for Michael McDonnell
    Michael McDonnell, Operating Advisor - Goldman Sachs
  5. Pre-Event Think Tank 05 Heads of Value Creation: Team Leaders at The NY Historical (operating partners only)
    60 mins
    Join our think tanks being held in a historical setting for the very first time. These closed-door discussions led by your peers offer a selection that will allow you to learn and share best practices …
    Speakers
    Speaker image for Richard Elder
    Richard Elder, Partner, Head of Global Portfolio Solutions - The Carlyle Group
    Speaker image for Raj Kushwaha
    Raj Kushwaha, Managing Director, Head of Value Creation and Chief Digital Officer - Warburg Pincus
5:30 PM
  1. Pre-Event Welcome Reception at The NY Historical (invitation-only for operating partners)
    105 mins
    Join the operating partners attending the NY Forum at our opening reception. Exchange insights with your peers in a relaxed setting and build your connections before the Forum kicks off. Located in Th …
7:15 PM
  1. Pre-Event Dinners at The NY Historical (invitation-only for operating partners)
    105 mins
    Join private networking-style dinners designed exclusively for value creation team leaders, functional specialists, and generalist operating partners attending the NY Forum. You will receive an invita …
7:30 AM
  1. Registration and breakfast
    30 mins
8:00 AM
  1. Breakfast deep dive discussion 01 | Building a strong operating partner team: the non-AI skills and roles required (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. Comparing operating partner talent frameworks at vario …
    Speakers
    Speaker image for Mark Habner
    Mark Habner, CEO - Beckway
    Speaker image for Marc Herdegen
    Marc Herdegen, Partner, Co-Head of Operations Team - New State Capital Partners
  2. Breakfast deep dive discussion 02 | Commercial value creation roadmaps across the lifecycle: high impact execution (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. Breaking down the biggest commercial risks and opportu …
    Speakers
    Speaker image for Sharda Cherwoo
    Sharda Cherwoo, Strategic Advisor & Independent Board Director - Within.ai & The Carlyle Group
    Speaker image for Marco Mendes
    Marco Mendes, Partner - Advent International
    Speaker image for Taylor Sessions
    Taylor Sessions, SVP, Head of GTM - WITHIN
  3. Breakfast deep dive discussion 03 | Successes and failures of Agentic AI in value creation: operating partner lessons learned (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. Sharing real examples of how Agentic AI can improve pr …
    Speakers
    Speaker image for Bharani Bobba
    Bharani Bobba, Senior Vice President and Head of US Private Equity Practice - Genpact
    Speaker image for Souvick Paul
    Souvick Paul, Principal – Technology and Innovation COE - Frazier Healthcare Partners
  4. Breakfast deep dive discussion 04 | The data dividend: turning portco data into a value-creation asset the AI labs will pay for (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. Why portfolio-company data has become valuable to fron …
    Speakers
    Speaker image for Braden Holstege
    Braden Holstege, Vice President, Enterprise AI - Mercor
    Speaker image for Eser Tireli
    Eser Tireli, Managing Director & Head of AI & Tech - CVC Capital Partners
  5. Breakfast deep dive discussion 05 | The evolution of due diligence and its impact on VCPs (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. What has changed in due diligence within the last 5 ye …
    Speakers
    Speaker image for Daniel Perry
    Daniel Perry, Resource Partner - Court Square Capital Partners
8:40 AM
  1. Breakfast deep dive discussion 06 | Beyond the C suite: getting it right when it comes to org design, culture, and workforce planning (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. Sharing innovative views to optimize org design and wo …
    Speakers
    Speaker image for Camille DeLaite
    Camille DeLaite, Operating Partner Talent - Charlesbank Capital Partners
    Speaker image for John Knapp
    John Knapp, Operating Director, Portfolio Talent - Berkshire Partners
  2. Breakfast deep dive discussion 07 | The evolution of operating partner GTM playbooks (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. GTM practical use cases and implementations at your po …
    Speakers
    Speaker image for Renee Cohen
    Renee Cohen, Principal, GTM Operating Executive - Norwest
    Speaker image for Colby Greene
    Colby Greene, SVP, Data Solutions and Partnerships - ZoomInfo
  3. Breakfast deep dive discussion 08 | Forward Deployed Engineers (FDEs): the good, the bad, and the ugly (operating partners only)
    40 mins
    Everyone is asking if we need FDEs. Join fellow operating partners to discuss what separates AI consulting firms and practices, how to think about co-creation with portfolio teams, and how to scale wh …
    Speakers
    Speaker image for Darryl Agostinelli
    Darryl Agostinelli, Operating Partner & Head of AI -  Abry Partners
    Speaker image for Brad Haller
    Brad Haller, Senior Partner - West Monroe
    Speaker image for Ajaykumar Kutty
    Ajaykumar Kutty, Technology Operating Principal - KKR
  4. Breakfast deep dive discussion 09 | The AI cost curve: creating value while controlling AI spend (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators to examine: Building an AI cost operating model that pr …
    Speakers
    Speaker image for Chris Heuschkel
    Chris Heuschkel, Managing Director - Crosslake Technologies
    Speaker image for Kate Ju
    Kate Ju, Vice President - Goldman Sachs Asset Management
    Speaker image for Dmitry Kordysh
    Dmitry Kordysh, Managing Director - Crosslake Technologies
  5. Breakfast deep dive discussion 10 | Operating partners on boards: the role, the opportunities, and the fundamentals (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. How are you making an impact as an operating partner o …
    Speakers
    Speaker image for Lane McDonald
    Lane McDonald, Managing Director, Operations and Strategy - OMERS Private Equity
    Speaker image for Scott Phillips
    Scott Phillips, Managing Director, Portfolio Operations - ORIX Capital Partners
9:20 AM
  1. PEI’s welcome and chairperson’s opening remarks
    20 mins
    Chairperson
    Speaker image for Tony Buffum
    Tony Buffum, Fractional CHRO - Horizon Five
    Speaker image for Rory Gaston
    Rory Gaston, CEO and Co-Founder - Saragossa
9:40 AM
  1. Panel 01 | Unlocking trapped commercial growth — the new pathway to value creation
    40 mins
    A conversation with the legends of value creation: Findings from interviews with 72 Operating Partners on the future of GTM and AI value creation Why it’s so hard to capture alpha from the commercial …
    Moderator
    Speaker image for Jim Corey
    Jim Corey, Co-Founder and CEO, Managing Partner - Blue Ridge Partners
    Speakers
    Speaker image for Jeanne Chen
    Jeanne Chen, Managing Director - Cinven
    Speaker image for Lane McDonald
    Lane McDonald, Managing Director, Operations and Strategy - OMERS Private Equity
    Speaker image for Kiran Rao
    Kiran Rao, Managing Director, Head of Portfolio Operations - Vector Capital
    Speaker image for Jonathan Waggoner
    Jonathan Waggoner, Managing Director, Co-Head of the North American Operating Team - SVPGlobal
  2. Panel 02 | The rise of AI operating partners in value creation models
    40 mins
    What makes a great AI Operating Partner today? What skills/backgrounds are necessary? How are you making an impact as an AI Operating Partner? How do AI Operating Partners work across functions? What …
    Moderator
    Speaker image for Max Jacobson
    Max Jacobson, Head of Data Science and AI - Insight Factory
    Speakers
    Speaker image for Leonard Brenk
    Leonard Brenk, AI Operations Professional -  American Industrial Partners
    Speaker image for David Griffith
    David Griffith, Director, Operations & Strategy - OMERS Private Equity
    Speaker image for Sajjad Jaffer
    Sajjad Jaffer, Head of Data, Analytics and Machine Learning - GrowthCurve Capital
    Speaker image for Kristy Khoury
    Kristy Khoury, VP, Head of Data Strategy & AI - Revelar Capital
10:20 AM
  1. Panel 03 | The evolution of the PE backed CEO in the age of AI
    40 mins
    How is the CEO role changing, and what capabilities are essential for leading successfully in an AI-driven business environment? How are CEOs shaping and implementing AI strategies? What are the bigge …
    Moderator
    Speaker image for Saurabh Singh
    Saurabh Singh, Partner - AlixPartners
    Speakers
    Speaker image for Keith Angell
    Keith Angell, Chief Executive Advisor and Head of FTV Propel - FTV Capital
    Speaker image for Merche del Valle
    Merche del Valle, Chief Talent Officer - Kingswood Capital Management
    Speaker image for Lisa Frazier
    Lisa Frazier, Managing Director and Head of Portfolio Technology, Data and AI - Stone Point Capital
    Speaker image for Derek Mills
    Derek Mills, Managing Director - Permira
  2. Panel 04 | DNA of a successful portCo CFO: a central lever for value creation
    40 mins
    What makes a great portco CFO today? How has great financial leadership become a central lever for value creation? Sharing specific real-world examples of how CFOs impact the business in the first 12 …
    Moderator
    Speaker image for Scott Bingham
    Scott Bingham, Senior Managing Director, Co-Leader of U.S. Corporate Finance - FTI Consulting
    Speakers
    Speaker image for Tomas Chadwick
    Tomas Chadwick, CFO - United Building Solutions
    Speaker image for Jay Epstein
    Jay Epstein, Managing Director, CFO Advisor - Warburg Pincus
    Speaker image for Ignacio Giraldo
    Ignacio Giraldo, Partner - TPG Rise Fund - TPG
    Speaker image for Jeremy Hmura
    Jeremy Hmura, Chief Financial Officer - Demakes Bros.
11:00 AM
  1. Networking break
    20 mins
11:20 AM
  1. Panel 05 | Leading forward with AI savvy management teams
    40 mins
    Successful traits of management teams: what does good look like from an AI point of view? Dissecting management team composition, alignment, and governance to accelerate key AI initiatives What is the …
    Moderator
    Speaker image for Baris Sarer
    Baris Sarer, Global AI Leader for Technology, Media & Telecommunications - Deloitte US
    Speakers
    Speaker image for Amar Ghai
    Amar Ghai, Head of Digital Value Creation - KKR
    Speaker image for Ali Heron
    Ali Heron, Operating Partner - BayPine
    Speaker image for Henry Ni
    Henry Ni,  Head of Portfolio Value Creation - Lightspeed Venture Partners
  2. Panel 06 | Operating partner guidelines for portfolio companies to be exit-ready
    40 mins
    Exploring the drivers of exit success and how to be exit-ready, not exit-reactive Uncovering strategic roadmaps 12–24 months before sale to improve exit valuations Achieving alignment with your firm’s …
    Moderator
    Speaker image for Chris Dente
    Chris Dente, Americas Private Equity Consulting Leader - EY
    Speakers
    Speaker image for Marc Jourlait
    Marc Jourlait, Operating Partner - The Riverside Company
    Speaker image for Andrew Walshe
    Andrew Walshe, Operating Partner – Finance Leader - Stellex Capital Management
    Speaker image for Carsten Weber
    Carsten Weber, Senior Technology Advisor - Private Equity - Ares Management
    Speaker image for Chris Westington
    Chris Westington, Director of Value Creation - BCI
12:00 PM
  1. Panel 07 | Practical and successful AI initiatives in all phases of the lifecycle: what has worked so far?
    40 mins
    Sharing successful AI use cases across all phases: due diligence, 100 days-to-year one, hold period, and exit What are the biggest challenges encountered in each phase and how did you overcome them? W …
    Moderator
    Speaker image for Brian Kmet
    Brian Kmet, Senior Partner, Global Head of PE Portfolio Company Value Creation - Bain & Company
    Speakers
    Speaker image for Ajaykumar Kutty
    Ajaykumar Kutty, Technology Operating Principal - KKR
    Speaker image for Richard Lichtenstein
    Richard Lichtenstein, Operating Partner, Head of Data Science and AI - Berkshire Partners
    Speaker image for Chris Satchell
    Chris Satchell, Head of Portfolio Technology - CD&R
  2. Panel 08 | Spotlight interview: What I learned as a commercial operating partner in my career
    40 mins
    Sharing genuine career advice to help operating partners with a commercial focus on their journey What are some unique war stories from your journey? What would you do differently looking back? What c …
    Moderator
    Speaker image for Gary Stewart
    Gary Stewart, Head of Adobe Private Capital, Americas - Adobe Private Capital
    Speakers
    Speaker image for Daniel Perry
    Daniel Perry, Resource Partner - Court Square Capital Partners
12:40 PM
  1. Interactive Working Group 01 | How leading PE funds are re-underwriting value during the hold: an adaptive approach (operating partners only)
    40 mins
    This interactive discussion will focus on how the best PE firms build on deal diligence in a disciplined way by re-underwriting value during the hold period, not just at entry: How rigorous re-underwr …
    Speakers
    Speaker image for Robin Ligon
    Robin Ligon, Partner - McKinsey & Company
  2. Interactive Working Group 02 | From strategy to EBITDA: Closing the embedded payments value gap (operating partners only)
    40 mins
    Embedded payments remain one of the largest untapped value creation opportunities in software, yet many companies fall short of the revenue, margin, and enterprise value gains expected by investors. D …
    Speakers
    Speaker image for Graham Eckert
    Graham Eckert, Partner - Bain & Company
    Speaker image for Amanda McBee
    Amanda McBee, SVP Platforms GTM - Global Payments
    Speaker image for Jeff Pietras
    Jeff Pietras, VP, Private Equity Partnerships - Global Payments
  3. Interactive Working Group 03 | The AI native operating model: five blind spots every operating partner should address (operating partners only)
    40 mins
    Most portfolio companies are focused on AI adoption, but few are addressing the operating model required to create sustainable value. Attendees will leave with a practical framework to assess AI matur …
    Speakers
    Speaker image for Jeffrey Malcolm
    Jeffrey Malcolm, AI PE Advisor, and Former Operating Advisor, Technology, Goldman Sachs Asset Management
    Speaker image for Kiran Rao
    Kiran Rao, Managing Director, Head of Portfolio Operations - Vector Capital
    Speaker image for  Rohini Williams
     Rohini Williams, SVP - Strategic Growth, Private Equity, and Restructuring - Ascendion
  4. Interactive Working Group 04 | What makes a great finance function in the age of AI? (operating partners only)
    40 mins
    This interactive discussion designed solely for operating partners will engage the audience with designated expert facilitators. Discussing AI integration in financial processes What does a successful …
    Speakers
    Speaker image for Beth Gibbs-Burton
    Beth Gibbs-Burton,  Senior Advisor, Field Operations - TPG Capital
    Speaker image for Alayna Stuck
    Alayna Stuck,  Private Equity Lead - North America - Sage
  5. Interactive Working Group 05 | Value creation in industrials: playbooks for today (operating partners only)
    40 mins
    This interactive discussion designed solely for operating partners will engage the audience with designated expert facilitators. What are the biggest challenges associated with unlocking value creatio …
    Speakers
    Speaker image for Dwight Gibson
    Dwight Gibson, Operating Partner - PPC
    Speaker image for Drew Illingworth
    Drew Illingworth, Managing Director - CohnReznick
    Speaker image for Ryan Paskin
    Ryan Paskin, Partner - CohnReznick
1:20 PM
  1. Lunch discussion 01 | Execution excellence 2.0 — the next frontier in PE commercial value creation (operating partners only)
    60 mins
    Simon-Kucher will present findings from the 2026 Simon-Kucher and PEI Private Equity Value Creation Study, focused on the next frontier of PE commercial value creation: execution excellence. The sessi …
    Speakers
    Speaker image for Dave Clement
    Dave Clement, Partner - Simon-Kucher
  2. Lunch discussion 02 | A “do-no-harm” approach to health plan focused value creation (operating partners only)
    60 mins
    This working lunch session designed solely for operating partners will engage the audience with designated expert facilitators. Why a standardized process will be more effective than a standardized pr …
    Moderator
    Speaker image for Rob Edmonds
    Rob Edmonds, Senior Director - Artex
    Speaker image for Todd Miller
    Todd Miller, Executive Vice President, Risk and Benefits Advisory - Artex
    Speakers
    Speaker image for Doug Vandenberg
    Doug Vandenberg, Operations Advisor, Benefits - Advent International
    Speaker image for Jana Wayne
    Jana Wayne, Managing Director, Head of Procurement - Hunter Point Capital
  3. Networking Lunch
    60 mins
2:20 PM
  1. Track 01 | The Chief of Staff as a value creation engine in private equity
    40 mins
    The execution gap in PE portfolios: why value creation plans often stall post-close due to stretched leadership teams, lack of cross-functional ownership, and limited change management capacity The Ch …
    Moderator
    Speaker image for Susan Scutt
    Susan Scutt, Advisor - The Chief of Staff Association
    Speakers
    Speaker image for Burt Chao
    Burt Chao, CFO - VelocityEHS
    Speaker image for Will Reising
    Will Reising, VP, Strategic Projects - VelocityEHS
    Speaker image for Russ Trpkovski
    Russ Trpkovski, Operating Principal - CVC Capital Partners
  2. Track 02 | Commercial due diligence today: a driving force for value creation
    40 mins
    How are you getting what is needed to do the best commercial diligence? What are the most important pre-deal commercial related factors that you are looking at? How do operating partners work with dea …
    Moderator
    Speaker image for Jim Robshaw
    Jim Robshaw, Head of AI Client Strategy - Tessera Labs
    Speakers
    Speaker image for Jacquie Boyer
    Jacquie Boyer, Head of Commercial Strategy - Dunes Point Capital
    Speaker image for Megan Galvin
    Megan Galvin, Senior Operating Partner, Revenue - New State Capital Partners
    Speaker image for Kush Tulsidas
    Kush Tulsidas, Operating Partner - One Rock Capital Partners
  3. Track 03 | Modernization gets you to the table — embedding AI into product gets you the multiple
    40 mins
    Most PortCo AI work is still bolted on — copilots, chatbots, internal productivity experiments. The IRR move is embedding AI into the product and operating fabric itself, where it shows up in customer …
    Moderator
    Speaker image for Nitesh Bansal
    Nitesh Bansal, CEO - R Systems
    Speakers
    Speaker image for Richard Stanton
    Richard Stanton, Operating Partner - Apollo Global Management
    Speaker image for David Tingle
    David Tingle, Head of Platform Operations - Georgian
    Speaker image for Ken Yagen
    Ken Yagen, Principal & Operating Executive - Product, AI & Technology - Norwest
  4. Track 04 | Beyond the LOI: using AI to find, size, and capture procurement value at every stage of the deal
    40 mins
    AI-powered due diligence: sizing the procurement prize before you sign — how operating partners are using AI to analyze spend data, benchmark supplier contracts, and model savings potential during dil …
    Moderator
    Speaker image for Virginia Lantz
    Virginia Lantz, Managing Director - Accenture
    Speakers
    Speaker image for Rita Mangalick
    Rita Mangalick, Global Head of Value Creation and Sustainability for Blackstone Credit & Insurance - Blackstone
    Speaker image for Daniel Soroka
    Daniel Soroka, Managing Director, Portfolio Optimization, Supply Chain - Quad-C
    Speaker image for Himanshu Udeshi
    Himanshu Udeshi, Operating Partner, Head - Digital Value Creation - TowerBrook Capital Partners
  5. Track 05 | The fundamentals of value creation for mid-market PE
    40 mins
    What are the real fundamentals of mid-market value creation? What are the value creation constraints of middle-market funds and how do you overcome them? How are mid-market PE Firms unlocking opportun …
    Moderator
    Speaker image for Giancarlo Di Vece
    Giancarlo Di Vece, CEO - unosquare
    Speakers
    Speaker image for Ariel Garcia
    Ariel Garcia, Partner - OceanSound Partners
    Speaker image for Chris Harlan
    Chris Harlan, Operating Partner - BayPine
    Speaker image for  Matt Ibbetson
     Matt Ibbetson, Partner - Ridgemont Equity Partners
    Speaker image for Michael Magliochetti
    Michael Magliochetti, Operating Partner - RS2 Healthcare Partners
3:00 PM
  1. Track 06 | The evolution of human capital in the AI revolution: dissecting past, present, and future
    40 mins
    How is AI rapidly changing the human capital function in PE? Practical use cases in the human capital AI revolution: what you should be thinking about today to drive AI adoption What are the greatest …
    Moderator
    Speaker image for Ted Bililies
    Ted Bililies, Partner and Managing Director - AlixPartners
    Speakers
    Speaker image for Asel Ashergold
    Asel Ashergold, Director, Portfolio Talent and EQT Network - EQT Group
    Speaker image for Steven Berman
    Steven Berman, Director, Talent - Gemspring Capital
    Speaker image for Matt Cassel
    Matt Cassel, Operating Partner - Growth Factors Associates
    Speaker image for Jimmy Holloran
    Jimmy Holloran, Partner, Head of Talent - American Industrial Partners
  2. Track 07 | Case studies: best practices for capturing the full value from pricing programs
    40 mins
    Reasons why pricing upside is not fully captured at most companies, and approaches to make it happen Describing the overlooked value creation upside in the last 12-18 months of ownership Sharing best …
    Speakers
    Speaker image for Brian Bailard
    Brian Bailard, Senior Managing Director and Co-Leader of Global Pricing - Blue Ridge Partners
    Speaker image for David Dvorin
    David Dvorin, Senior Advisor, Field Operations - TPG Capital
    Speaker image for Pete Nicholson
    Pete Nicholson, Senior Vice President, Strategic & High Growth Regions - Nemetschek
  3. Track 08 | AI has a cost problem: the opportunity is enormous, so is the bill
    40 mins
    How can operating teams distinguish effective AI investment from an uncontrolled new cost base How is AI reshaping the economics of software, cloud, services and headcount - what does that mean for po …
    Moderator
    Speaker image for Freddi Muelke
    Freddi Muelke, VP Go-to-Market - Vertice
    Speakers
    Speaker image for Jigar Patel
    Jigar Patel, Technology Operating Partner - HGGC
    Speaker image for Chris Satchell
    Chris Satchell, Head of Portfolio Technology - CD&R
    Speaker image for Giacomo Sonnino
    Giacomo Sonnino, Managing Director - Charlesbank Capital Partners
  4. Track 09 | The cash trapped in your portfolio: a playbook for unlocking working capital
    40 mins
    How to scale a portfolio-wide O2C playbook: TPG and Stuut show how the lessons from DIRECTV can scale across a fund The biggest cash opportunity in your portfolio may be hiding in receivables: TPG sha …
    Moderator
    Speaker image for Ben Winter
    Ben Winter, CBO and Co-Founder - Stuut
    Speakers
    Speaker image for Tim Eng
    Tim Eng, Field Operations Advisor – Finance - TPG
    Speaker image for EdaBeth Ward
    EdaBeth Ward, Head of Order to Cash - DIRECTV
  5. Track 10 | The new and revised 100-day VCP playbook: what has changed and what must stay
    40 mins
    What has changed the most in recent years when it comes to 100-day VCPs? How has the way operating partners operate in the first 100 days changed and evolved? Dos and don’ts for operating partners: wh …
    Moderator
    Speaker image for Ana Maria Constantin
    Ana Maria Constantin, Chief Executive Officer and Co-Founder - Cascade
    Speakers
    Speaker image for Seavron Banus
    Seavron Banus, Operating Director, Portfolio Support - Berkshire Partners
    Speaker image for José Resendiz Cruz
    José Resendiz Cruz, Operating Partner - TPG
    Speaker image for Alan Rozet
    Alan Rozet, Principal, Tech Value Creation - CD&R
    Speaker image for Mona Talih
    Mona Talih, Operating Partner - Mubadala Capital
3:40 PM
  1. Break
    10 mins
3:50 PM
  1. Track 11 | Assessing and building high-performance management teams
    40 mins
    What does a highly aligned management team look like? What are the biggest challenges associated with alignment and effectiveness? What are the most important (non-AI) skills required and how do you i …
    Moderator
    Speaker image for Monika Dowal
    Monika Dowal, Senior Vice President, North America - Finatal
    Speakers
    Speaker image for Joe April
    Joe April, Managing Director, Portfolio Optimization - Quad-C
    Speaker image for Tracey Byrne
    Tracey Byrne, Operating Partner, Talent - Private Equity - Apollo Global Management
    Speaker image for Courtney Hagen
    Courtney Hagen, Managing Director & Chief Talent Officer - Littlejohn & Co.
    Speaker image for Matthew McConnell
    Matthew McConnell, Head of Portfolio Human Capital - OceanSound Partners
  2. Track 12 | Commercial excellence 100-day to year one plans: getting it right
    40 mins
    Creating a repeatable 100-day value creation acceleration engine to maximize margin improvement Getting your data in shape to unlock margin improvement and transformations early How is AI impacting an …
    Moderator
    Speaker image for Mert Erkan
    Mert Erkan, Vice President - Efficio Consulting
    Speakers
    Speaker image for David Fusco
    David Fusco, Chief Executive Officer - 42 North
    Speaker image for Lloyd Hilton
    Lloyd Hilton, Head of Hg Catalyst - Hg
    Speaker image for Shaden Marzouk
    Shaden Marzouk, CEO - Spire Orthopedic Partners
    Speaker image for Jonathan Metrick
    Jonathan Metrick, Partner, Chief Growth Officer - Sagard
  3. Track 13 | Cyber challenges in the age of AI: the operating partner guidebook
    40 mins
    Being prepared for the rapidly evolving AI threat environment: what are operating partners doing? What are the most important AI cyber threats and challenges you are dealing with today? How are operat …
    Moderator
    Speaker image for Adam Malone
    Adam Malone, Global Head of Strategy and Execution - Cyber Data & Resilience - Kroll
    Speakers
    Speaker image for Gary Barnabo
    Gary Barnabo,  Head of Portfolio Cybersecurity -  EQT Partners
    Speaker image for Minji Kim
    Minji Kim, Vice President, Value Accelerator Cybersecurity - Goldman Sachs
    Speaker image for Christopher Cravens
    Christopher Cravens, Senior Advisor, Digital Transformation - Mubadala
  4. Track 14 | Office of the CFO’s perspectives on AI transformation
    40 mins
    How is AI for finance actually being applied and where are the efficiency gains?  What kind of workflows do CFOs see as most useful or have turned entirely over to AI? What do we expect to see in the …
    Moderator
    Speaker image for Tyler Robinson
    Tyler Robinson, Partnership Lead, PE - Rillet
    Speakers
    Speaker image for Caroline Burton
    Caroline Burton,  Field Operations Advisor - Finance -  TPG
    Speaker image for Casey Kerr
    Casey Kerr, Operating Partner - Growth Factors
    Speaker image for John McCarthy
    John McCarthy, CFO - Gorham CFO
  5. Track 15 | First 100 days: from chaos to clarity — building the data foundations that make AI work in PE portfolios
    40 mins
    What operating partners should be assessing in their first 100 days: the data health checklist that determines whether AI initiatives will deliver value or become another expensive experiment How most …
    Moderator
    Speaker image for Christian Davis
    Christian Davis, Partner - JMAN Group
    Speakers
    Speaker image for Sajjad Jaffer
    Sajjad Jaffer, Head of Data, Analytics and Machine Learning - GrowthCurve Capital
    Speaker image for Matt Moller
    Matt Moller, VP of Technology - Alpine Investors
    Speaker image for David Resnick
    David Resnick, Managing Director, Private Capital Value Creation – Technology - Ontario Teachers' Pension Plan
    Speaker image for Russell Uyeda
    Russell Uyeda, Managing Director, Technology Transformation - Apollo Global Management
4:30 PM
  1. Track 16 | What makes a great Chief AI Officer at your portfolio companies?
    40 mins
    Progressive approaches to hiring and assessing AI talent at your companies What are the most important responsibilities, skills, and functions of Chief AI Officers needed today? What are the biggest c …
    Moderator
    Speaker image for Michael Pan
    Michael Pan, VP, Private Equity & Venture Capital - Oracle Corporation
    Speakers
    Speaker image for Greg Kegeles
    Greg Kegeles, Head of AI/CPTO - Carnegie Dartlet
    Speaker image for Ryan Kennedy
    Ryan Kennedy, Director, AI Initiatives - Gemspring Capital
    Speaker image for Jeffrey Malcolm
    Jeffrey Malcolm, AI PE Advisor, and Former Operating Advisor, Technology, Goldman Sachs Asset Management
    Speaker image for Brian Slobodow
    Brian Slobodow, CEO, Better Being Co. and Operating Advisor, HGGC - HGGC
  2. Track 17 | Leveraging AI for commercial value creation and growth
    40 mins
    What are the most reliable AI levers for commercial impact and growth in portfolio companies? Understanding data foundations and AI tools to transform RevOps and go-to-market functions How are you unl …
    Moderator
    Speaker image for Kabir Nagrecha
    Kabir Nagrecha, Co-Founder and CEO - Tessera Labs
    Speakers
    Speaker image for Kirk Goodman
    Kirk Goodman, Head of Go-To-Market - AEA Elevate
    Speaker image for David Keating
    David Keating, Operating Partner, Revenue - New State Capital Partners
    Speaker image for Brooke Newbury
    Brooke Newbury, VP Digital - Digital Fuel Capital
  3. Track 18 | Case studies: Portfolio company reporting and FP&A in the AI era
    40 mins
    Evolving benchmark for portfolio monitoring: "what good looks like" in the AI era Where is AI replacing vs. augmenting Excel Success stories of value creation teams and portcos working together to str …
    Speakers
    Speaker image for Jorge Gomez
    Jorge Gomez, Director, Finance - Arsenal Capital Partners
    Speaker image for Craig Thompson
    Craig Thompson, VP, Finance - Aleph
  4. Track 19 | Optimizing technology spend across your portfolio for financial impact
    40 mins
    Swapping notes on IT cost optimization initiatives across portfolios: what are you doing? How are you monitoring and measuring tech cost reduction targets and what is needed? Understanding how to take …
    Moderator
    Speaker image for Aaron Kotick
    Aaron Kotick, Founder and Managing Partner - Deal IQ
    Speakers
    Speaker image for PV Bóccasam
    PV Bóccasam, Managing Partner, Jörn Capital and Senior Advisor, ChrysCapital
    Speaker image for Prerak Vohra
    Prerak Vohra, Managing Director, Private Equity Value Accelerator - Goldman Sachs Asset Management
5:10 PM
  1. End of day one and grand reception
    70 mins
    Join us on the lower-level floor in Hall 1 for our grand reception. Expand your network and hear what is on everyone’s mind after a full day of valuable insights.
7:45 AM
  1. Registration and breakfast
    15 mins
8:00 AM
  1. Think Tank 06 | New Operating Partners (1-2 years in PE) (operating partners only)
    45 mins
    These closed-door discussions led by your peers will allow you to learn and share best practices of successful operating partners.
    Speakers
    Speaker image for Sean Ellis
    Sean Ellis, Director, Portfolio Operations - Point 41 Capital Partners
  2. Think Tank 07 | Advanced Operating Partners (3+ years in PE) (operating partners only)
    45 mins
    These closed-door discussions led by your peers will allow you to learn and share best practices of successful operating partners.
    Speakers
    Speaker image for Mido Choi
    Mido Choi, Operating Vice President, Portfolio Support -  Berkshire Partners
  3. Think Tank 08 | Senior Operating Partners (10+ years in PE) (operating partners only)
    45 mins
    These closed-door discussions led by your peers will allow you to learn and share best practices of successful operating partners.
    Speakers
    Speaker image for Prital Kadakia
    Prital Kadakia, Partner - Serent Capital
8:45 AM
  1. Breakfast deep dive discussion 11 | Accelerating ERP and clean books as a strategic advantage for your portcos (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners shows how funds are getting companies and their acquisitions onto clean books in weeks, not months, and treating it …
    Speakers
    Speaker image for Hersh Agarwal
    Hersh Agarwal, VP, Finance - All Around Children
    Speaker image for Benedict Dohmen
    Benedict Dohmen, Co-Founder - DualEntry
    Speaker image for Steve Siwinski
    Steve Siwinski, Operating Principal - Accel-KKR
  2. Breakfast deep dive discussion 12 | What does a high impact AI portco commercial leader look like? (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. How has the role of CROs, CMOs, and commercial leaders …
    Speakers
    Speaker image for Jacquie Boyer
    Jacquie Boyer, Head of Commercial Strategy - Dunes Point Capital
    Speaker image for Olli Coupe
    Olli Coupe, Managing Director - Adobe Private Capital
  3. Breakfast deep dive discussion 13 | Redesigning white-collar workflows with AI: a working session for operating partners (operating partners only)
    40 mins
    Every PE fund with professional services portfolio companies in tax, legal, consulting, and financial services is living some version of the same problem at two altitudes. At the fund level, it is a v …
    Speakers
    Speaker image for Ferid Ajanovic
    Ferid Ajanovic,  Principal Product Strategist - Symphony
    Speaker image for Michael Georgas
    Michael Georgas, Director, AI & Advanced Analytics - Altas Partners
    Speaker image for John Wang
    John Wang, Operating Partner - BayPine
  4. Breakfast deep dive discussion 14 | A step by step guide to unlocking value in carve-out transactions (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. What are the biggest challenges, risks, and opportunit …
    Speakers
    Speaker image for Ranjan Rath
    Ranjan Rath, Operating Executive - Vector Capital
    Speaker image for Jan-Philipp Wilckens
    Jan-Philipp Wilckens, Operating Partner - NORD Holding
  5. Breakfast deep dive discussion 15 | Aligning with CEOs: operating partner insights and guidelines (operating partners only)
    40 mins
    This deep dive interactive breakfast session designed solely for operating partners will engage the audience with designated expert facilitators. What are the biggest challenges for operating partners …
    Speakers
    Speaker image for Jen Downing
    Jen Downing, Operating Partner - Ara Partners
    Speaker image for Jason Friedrichs
    Jason Friedrichs, Partner, Portfolio Growth - AEA Elevate
9:25 AM
  1. Chairperson’s welcome
    5 mins
    Chairperson
    Speaker image for Tony Buffum
    Tony Buffum, Fractional CHRO - Horizon Five
9:30 AM
  1. Spotlight interview: Hg’s AI and value creation transformation story
    40 mins
    How Hg’s value creation team has evolved: from a broad operating model to a team of ~60 increasingly focused on AI transformation Leading the transformation: the team’s biggest accomplishments, challe …
    Moderator
    Speaker image for Krishna Bhattacharya
    Krishna Bhattacharya, Senior Partner - McKinsey & Company
    Speakers
    Speaker image for Chris Kindt
    Chris Kindt, Partner - Hg Capital
10:10 AM
  1. Spotlight interview: What I learned as an operating partner in 10+ years
    40 mins
    This dynamic interview will allow our audience to hear insights from Cory Eaves’ journey in value creation. The audience will also be allowed to submit questions about what they would like to hear. Sh …
    Moderator
    Speaker image for Tony Buffum
    Tony Buffum, Fractional CHRO - Horizon Five
    Speakers
    Speaker image for Cory Eaves
    Cory Eaves, Partner and Head of Portfolio Operations - BayPine
10:50 AM
  1. Networking break
    20 mins
11:10 AM
  1. Investment partner and operating partner views on VCP alignment
    40 mins
    How are deal partners most effectively working with operating partners? How are operating partners most effectively working with deal partners? What are best practices in working together from diligen …
    Moderator
    Speaker image for Sean Mooney
    Sean Mooney, Founder and CEO - BluWave
    Speakers
    Speaker image for Shirley Choo
    Shirley Choo, Investment Director and Investment Committee Member - Convergence Partners
    Speaker image for Avishee Gupta
    Avishee Gupta, Director, Strategy & Operational Excellence - Grant Avenue Capital
    Speaker image for Todd Markson
    Todd Markson, Partner, Tech Opportunities - Bain Capital
    Speaker image for Marshall Phelps
    Marshall Phelps, Managing Director - MidOcean Partners
11:50 AM
  1. Heads of value creation teams: how are you thinking about the future?
    40 mins
    As a head operating partner, what are you doing when it comes to performance measurement of operating partners and your teams? How is your team model evolving and which areas are growing/evolving the …
    Moderator
    Speaker image for Pat Petitti
    Pat Petitti, Co-Founder and CEO - Catalant
    Speakers
    Speaker image for Amanda Good
    Amanda Good, Partner, Global Head of Value Creation - Searchlight Capital Partners
    Speaker image for Jodi Kahn
    Jodi Kahn, Partner, Portfolio Resource Group - Broad Sky Partners
    Speaker image for Aaron Miller
    Aaron Miller, Partner & Chairman - Apollo Global Management
12:35 PM
  1. Interactive Working Group 06 | The modern portco CTO: uncovering excellence in the age of AI (operating partners only)
    40 mins
    This interactive discussion designed solely for operating partners will engage the audience with designated expert facilitators. How should a CTO translate the investment thesis into a tech value crea …
    Speakers
    Speaker image for Pavan Arora
    Pavan Arora, Head of AI - Gryphon Investors
    Speaker image for Rohit Mathur
    Rohit Mathur, CEO, HiTech, Industrial, EdTech - Happiest Minds
    Speaker image for Jigar Patel
    Jigar Patel, Technology Operating Partner - HGGC
  2. Interactive Working Group 07 | Empowering change with Chief Transformation Officers and VPs of Transformation (operating partners only)
    40 mins
    This interactive discussion designed solely for operating partners will engage the audience with designated expert facilitators. What makes a great transformation specialist at your portcos? Can you s …
    Speakers
    Speaker image for Bernardo Arrospide
    Bernardo Arrospide, Operating Vice President - Accel-KKR
    Speaker image for Matthew Paris
    Matthew Paris, Managing Partner - Marais Advisory
    Speaker image for Shane Proch-Wilson
    Shane Proch-Wilson, VP, Portfolio Operations -  TPG
  3. Interactive Working Group 08 | Navigating extended hold periods in the age of AI (operating partners only)
    40 mins
    How have extended hold periods changed the operating partner role, and where can AI help accelerate measurable value creation? How have extended hold periods changed VCP and transformation strategies, …
    Speakers
    Speaker image for Jay Philip
    Jay Philip, Partnerships and GTM Leader - Glean
    Speaker image for Ryan Dowler
    Ryan Dowler, Director, Field Strategy - Glean
  4. Interactive Working Group 09 | Operating partner-LP dynamics: dos and don’ts (operating partners only)
    40 mins
    This interactive discussion designed solely for operating partners will engage the audience with designated expert facilitators. How are you showcasing value creation and operating partner performance …
    Speakers
    Speaker image for Stirling Keen
    Stirling Keen, Operating Partner - Aware Super
  5. Interactive Working Group 10 | The future of finance and accounting: where’s the upside, and where are the limits? (operating partners only)
    40 mins
    This interactive discussion designed solely for operating partners will engage the audience with designated expert facilitators. Discuss what is the evolving role of finance and accounting in modern o …
    Speakers
    Speaker image for Marc Dilz
    Marc Dilz, Head of Partnerships - Numeric
    Speaker image for Parker Gilbert
    Parker Gilbert, CEO, Co-Founder - Numeric
1:15 PM
  1. Lunch discussion 03 | Bridging deal partners and operating partners: creating better investments through earlier collaboration (operating partners only)
    45 mins
    This interactive lunch discussion will focus on practical experience rather than prepared presentations, encouraging open dialogue: How to create alignment and synergies with investment partners Shari …
    Speakers
    Speaker image for Shirley Choo
    Shirley Choo, Investment Director and Investment Committee Member - Convergence Partners
    Speaker image for Zorian Rotenberg
    Zorian Rotenberg, Operating Partner, Value Enhancement Team - HGGC
  2. Networking Lunch
    45 mins
2:00 PM
  1. End of conference
    0 mins