Deep dive breakfast discussion 04 (for operating partners only) — Optimizing the operating partner-CFO partnership across the lifecycle

June 24, 2026

This deep dive breakfast session designed solely for operating partners will allow the audience to join an interactive discussion with designated expert facilitators.

  • Maximizing finance value creation with strategic partnerships from day one to exit
  • What does a great CFO look like today? What does a great finance operating partner look like today?
  • What are the most important dos and don’ts for both sides to optimize finance value creation?

Germain Louie, Director, Head of Global Private Equity, Sage

Brian Regan, Managing Director and Chief Financial Officer, Spectrum Equity

Ben Schlater, Resource Partner, Court Square Capital

Speakers
Germain Louie
Germain Louie,  Head of Global Private Equity - Sage
Brian Regan
Brian Regan, Managing Director and Chief Financial Officer - Spectrum Equity
Ben Schlater
Ben Schlater, Resource Partner - Court Square Capital