Operating Partners Forum 2019 - San Francisco | PEI Alternative Insight | 30 May 2019 | JW Marriott San Francisco Union Square, 515 Mason St, San Francisco, CA 94102, USA

For over eight years, Private Equity International has been the leading organizer of events dedicated to PE and VC value creators, with Forums in New York and London gathering over 400 global operating partners annually. PEI is pleased to now bring the Operating Partners Forum to San Francisco, with even more opportunities to network and gain practical strategies that you can implement straight away.

Attendees at the Operating Partners Forum: San Francisco will include an elite crowd of top value creators in North American PE & VC portfolio operations. As such, the inaugural Forum is the place to (1) get a firm grasp on key technology and growth initiatives, (2) discuss how to deliver value creation and drive EBITDA, and (3) meet with a concentration of West Coast operating partners, private equity leaders, C-level executives, suppliers & resources all in one setting.

Highlights for the Forum include:

• Comparing PE and VC value creation models
• Next-level value creation strategies and portfolio optimization in working with management teams
• Due diligence: getting it right and understanding where the opportunities lie
• Interactive roundtables to select in key value creation areas: digitalization & technology, human capital, leadership, sales & go-to-market strategy, pricing & product optimization, cost reduction/optimization
• Growth playbooks: best practices
• Profit driven digital marketing and digital strategies
• Functional business series to select the most relevant areas for your operational needs
• Cybersecurity and data protection strategies unveiled
• LP views of PE and VC operating partners
• Using data and KPIs to measure the success of a company and scale the business
• Creating value in tech companies
• Utilizing technology for talent acquisition & development
• Two hour invite-only think tank group discussions for full time PE and VC operating partners

2019 Speakers

Rahul Ahuja
Co-Founder and Partner, Treya Partners

Jacques Antebi
Operating Executive, Tailwind Capital

Rohit Bassi
Managing Director, Operations, Corridor Capital

Ted Bililies
Managing Director and Chief Talent Officer, AlixPartners

Jordan Birnbaum
Vice President and Chief Behavioral Economist, ADP

Joshua Bloom
Partner, Simon-Kucher & Partners

Rami Branitzky
Managing Director, Sapphire Ventures

Chris Chang
Principal, KSL Capital Partners

Dale Chang
Operating Partner, Scale Venture Partners

Lily Chang
Chief Portfolio Services Officer, Leonard Green & Partners

Scott Constance
Principal, PwC

Jim Corey
Managing Partner, Blue Ridge Partners

Brian Crandall
Senior Vice President, Portfolio Operations, Platinum Equity

Carlos de la Fuente
Former President & CEO, Medistik

John Dupuy
Operating Partner, Align Capital Partners

Jeff Epstein
Operating Partner, Bessemer Venture Partners

Erik Fleming
Senior Supply Chain and Procurement Consultant, Brookfield Asset Management

Adam Fless
Managing Director, Portfolio Excellence, Paine Schwartz Partners

Dan Fletcher
Vice President, Value Creation, Vector Capital

Jason Friedrichs
Director, Portfolio Operations, Altamont Capital Partners

Ariel Garcia
Operating Partner, Vector Capital

Ignacio Giraldo
Partner, TPG Growth

Ryan Greene
Operating Partner, Human Capital, Francisco Partners Consulting

Mathew Guliner
Operating Partner – Technology & Innovation, Apollo Global Management

Daniel Heidenreich
Director, Private Equity, RSM US LLP

Bob Hogan
Managing Director, Milton Street Capital

Mark Huson
Principal, Private Equity Business Development, Amazon Web Services

Paul Ilse
Senior Operating Partner, Francisco Partners Consulting

Prital Kadakia
Principal, Growth Team, Serent Capital

Jim Kaskade
Former CEO, Janrain

Rizwan Khan
Operating Partner- FInance/Analytics, Atlantic Street Capital

Chris Kitching
Operating Partner, HighBar Partners

Jeffrey Klein
Managing Director, Alvarez & Marsal

Harel Kodesh
Operating Partner, Silver Lake

Martina Lauchengco
Operating Partner, Costanoa Ventures

Bob Lemmond
Former Chief Commercial Officer, Clarivate Analytics

Breen Liblong
Equity Practice Director, Crosslake Technologies

Kevin Liu
Director, Techstars Investments

Misha Logvinov
Managing Director & Head of IT Strategy, EQT Partners

Alexandra Lutz
Managing Director, EQT Partners

Alice Mann
Operating Partner, Blue Wolf Capital

Michelle McHargue
Operating Partner, Costanoa Ventures

Ryan McMullin
Operating Vice President, Accel-KKR Consulting Group

Gregg Meheriuk
Senior Vice President of Strategy and Transformation, 24 Hour Fitness

Sean Mooney
CEO, BluWave

Martin Mumford
Operating Partner, Angeles Equity Partners

Jeff Nathan
Principal, Portfolio Operations, L Catterton

Clark O'Niell
Managing Director, EY-Parthenon

Rob Ospalik
Partner, Co-Head Global Portfolio Operations, Baird Capital

John Ouren
Operating Partner, STG Partners

Shelley Perry
Operating Partner, Insight Partners

Andy Pickens
Technology Operating Principal – Private Equity, Apollo Global Management

Kiran Rao
Director of Portfolio Operations, TPG Capital

Brian Regan
Managing Director and Chief Financial Officer, Spectrum Equity

Thomas Roberts
Vice President, Worldwide Business Enablement and Insights, Catalant Technologies

Talbott Roche
CEO, Blackhawk Network

Casey Rovinelli
Growth Director, Portfolio Companies, OMERS Ventures

Kate Rubenstein
Managing Director, Portfolio Operations, The Blackstone Group

Girish Satya
Senior Vice President, TSG Consumer Partners

Manvendra Saxena
Operating Partner & Principal, Broadtree Partners

Jack Scott
Operating Partner-Human Capital, FFL Partners

Colin Smith
Managing Director & Head of Portfolio Transformation Team, Oaktree Capital

Richard Spencer
Chief Operating Officer & Operating Partner, Kamylon Holdings

Milo Sprague
Senior Technology Advisor, FTV Capital

John Starr
Operating Partner, H.I.G. Capital

Rod Stoddard
Senior Vice President, Portfolio Operations, Skyview Capital

Dan Swander
Operating Partner, Swander Pace Capital

Keith Swiat
Director, West Monroe Partners

Sean Turner
Operating Principal, GI Partners

Andrew Walshe
Director of Portfolio Operations, Sightway Capital

Ken Weaver
Managing Director, TVV Capital

Jesse Weber
Head of Private Equity and Venture Capital, Sage Intacct

Milo Werner
Managing Partner, Ajax Strategies

Jim Wilson
Operating Partner, Costanoa Ventures

Eric Witt
Director of Portfolio Operations, TPG Capital

Achi Yaffe
Director, Portfolio Operations, GI Partners

Nicholas Zeitlin
Managing Director, KKR Capstone

2019 Sponsors and Partners

SPONSORS:
• ADP
• A&M
• Alix Partners
• Aws
• Blue Ridge Partners
• BluWave
• Catalant
• Cross Lake
• EY
• FloQast
• pwc
• RSM
• Sage Intact
• SAP
• Simon Kucher & Partners
• TReya Partners
• West Monroe

MEDIA PARTNER:
• VCJ

SUPPORTING ASSOCIATIONS:
• CVCA
• FENG
• National Venture Capital Association
• PE Open

HOST PUBLICATION:
• Private Equity International