Lunch discussion 3 | Bridging deal partners and operating partners: creating better investments through earlier collaboration (operating partners only)

October 21, 2026

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
  • Sharing dos and don’ts between operating partners and investment teams
  • How do operating partners create the greatest value for investment partners? How does collaboration differ across firms?
  • What challenges still exist between deal teams and operating teams?
  • How should responsibilities evolve throughout the investment lifecycle?
  • How PE will evolve over the next decade: how is collaboration between investment and operating teams likely to change?
Speakers
Shirley Choo
Shirley Choo, Investment Director and Investment Committee Member - Convergence Partners