Operating Partners Forum 2023 - New York | PEI Events | 17 October 2023 | Convene, 225 Liberty St, New York, NY 10281, USA

This event is the world’s largest event dedicated to operating partners. The annual event is focused on best practices in private equity portfolio operations and value creation across all functional business areas. Join the PE operating partner community to discuss and debate the best strategies to deliver maximum portfolio growth this October in New York City. Extensive opportunities to network, compare best practices, build new relationships, and influence the future of value creation models make this an event not to be missed.

2022 Past Speakers

Aswatha "Amar" Amarnath
Senior Vice President and Head of Global Sales Operations, Wipro

Bill Angeloni
Founder and Director, Tenzing Consulting

Anne Arlinghaus
Managing Director, Co-Head of Americas, KKR Capstone

Toya Asbury
Managing Director, Alvarez & Marsal

Bryce Ashcraft
Vice President of Global Human Resources, SonicWall

Lisa Baldwin
Operating Executive, Evergreen Coast Capital

Brian Barnum
Operating Partner, Shamrock Capital

Donna Bebb
Head of ESG, Thoma Bravo

Ori Ben-Moshe
Director of Portfolio Operations, ORIX Capital Partners

Kate Berkeley
Managing Director, Talent, Gryphon Investors

Gregory Beutler
Operating Partner, Blackstone

Ted Bililies
Partner and Managing Director, AlixPartners

Mark Billige
Chief Executive Officer, Simon-Kucher & Partners

Prashanth (PV) Bóccasam
Operating Partner, Cota Capital

Bob Brennan
Executive Vice President, Integrated Solutions, SGS-Maine Pointe

Kristin Patrick
Senior Operating Partner, Human Capital, New State Capital Partners

Tony Buffum
Vice President of HR Client Strategy, Upwork

Neal Cao
Principal, Transaction Advisory Services, RSM US

Kelly Carlson
Managing Director, Head of Talent, STG Partners

Shannon Carlson
Principal, Private Equity, Beecher Reagan

Tania Carnegie
Global and US Lead for ESG, Private Equity and Asset Management, KPMG

Rami Cassis
Founder and CEO, Parabellum Investments

Jessica Castillo
Operating Partner, Sovereign's Capital

Kristen Chang
Managing Director, Human Capital, LLR Partners

Theresa Ciullo
Head of Procurement - North America, Asia and Pacific, Merlin Entertainments

Caleb Clark
Partner, Palladium Equity Partners

Jim Corey
Managing Partner, Blue Ridge Partners

Martin Coulter
Operating Partner, Arsenal Capital Partners, and Former CEO PatientsLikeMe and Citizens Energy Corporation

Amy Daly
Americas Private Equity Consulting Leader, Ernst & Young

Sebastian de Meel
Partner, PwC

Will Dick
Senior Director, Private Equity and Venture Capital, Consero Global

Don Dickinson
Partner, SAP Practice, Navisite

Elizabeth Dresdale
Principal, The Catalyst Group, Incline Equity Partners

Jill Dumain
Global Vice President of Sustainability Solutions, SGS

Ingrid Evans
Vice President, Human Resources, Insight Enterprises

Liraz Evenor
Operating Partner, Bain Capital

David Feierstein
Managing Partner, Ronin Equity Partners

Meredith Flynn-Ripley
Senior Vice President CRM Product Management & GM Lab 1449, Salesforce

Tim Foster
Founder & Managing Partner, Maple Street Advisors

Thomas Fountain
Operating Partner, One Rock Capital Partners

Michael Frain
Senior Vice President, Shared Services, Warburg Pincus

Shannon Gabriel
Managing Director, Leadership Solutions, TBM Consulting Group

Amar Ghai
Head of Digital Value Creation (Americas), KKR

Daniel Goetz
Managing Director – Value Creation, Siris Capital

Lauren Goldstein
Private Equity Practice Lead, Winning by Design

Cornelia Gomez
Global Head of ESG, General Atlantic

Amanda Good
Partner, Global Head of Value Creation, Searchlight Capital Partners

Hannah Gräfin von Waldersee
Vice President, Strategy and Innovation, Insight Partners

Rebecca Granne
Director, Portfolio Support Group, Advent International

Matt Greenstein
Principal, The Alexander Group

Christopher Grillo
Private Equity Vice President, Partners Group

Doron Grosman
Former President/CEO, Global Container Terminals & Former Operating Partner

Todd Grove
Vice President, Private Equity, Quantum Health

Joseph Gwozdz
Operating Partner, Edison Partners

Margo Hays
Managing Director, Digital Strategy, TSG Consumer Partners

Dan Hawkins
Founder and CEO, Summit Leadership Partners

Matt Hively
Operating Partner, Angeles Equity Partners

Jimmy Holloran
Partner – Talent, American Industrial Partners

Kenneth Horne
Director of Portfolio Operations, Spring Lane Capital

Chris Hueneke
Chief Information Security Officer, RKON

Jerry Hughes
Director, Commercial Excellence, American Securities

Yvonne Hyland
Head of Portfolio Business Development, B Capital Group

Natalie Ings
Managing Director, Head of Portfolio Solutions, Lightyear Capital

Jamie Jacobs
Chief Talent Officer, Oak Hill Capital

Jan Jamrich
CEO and Founder, Entromy

Andy Johnson
Partner, Mergers & Acquisitions, West Monroe

Ryan Jones
Private Equity Leader, Deloitte Consulting

Marc Jourlait
Operating Partner. The Riverside Company

Greg Kegeles
Operating Partners, Digital Transformation, Newlight Partners

Kevin Kerby
Operating Partner, Bain Capital

Michael Kingston
Managing Director, Chief Information Officer Americas, The Carlyle Group

Bobbi Kommineni
Operating Partner, Terminus Capital Partners

Jonathan Konkoly
Vice President of Portfolio Operations, HCI Equity Partners

Amy Kramer
Operating Partner-Growth, Level Equity

Raj Kushwaha
Managing Director, Co-Head Value Creation and Chief Digital Officer, Warburg Pincus

Ajaykumar Kutty
Technology Operating Principal, KKR

Markus Lahrkamp
Managing Director, Alvarez & Marsal

Paul Lennick
Senior Vice President, M&A Services, ContinuServe

Nick Leopard
CEO and Founder, Accordion

James LiVigni
Operating Advisor, JMI Equity

Misha Logvinov
Managing Director, Head of Technology Strategy, EQT

Geoffrey Lurie
Managing Partner, Traub Capital Partners

Ishan Manaktala
Operating Partner, STG

Andreas Mang
Senior Managing Director, Portfolio Operations, Blackstone

Alice Mann
Former Partner, Human Capital

Eric Markovich
Managing Director, Riveron

Marcos Marrero
Chief Information Security Officer, H.I.G. Capital

George Mashini
Operating Partner, Welsh, Carson, Anderson & Stowe

Steve Mayotte
Operating Partner, Technology Enablement, New State Capital Partners

Lee McCabe
Operating Partner, AEA Investors

Lane McDonald
Managing Director, OMERS Private Equity

Eric McGlade
Chief Executive Officer and Co-Founder, VPL

Scott McGurl
Principal, Strategy and Transactions, Grant Thornton

Thom McLeod
Founder and Managing Director, Tenzing Consulting

Marco Mendes
Partner, Head of Portfolio Group North America, Advent International

Gabriel Mesanza
Partner, Resource Group, Huron Capital

Dan Meyer
Talent Partner, Align Capital Partners

Karl Meyer
General Partner, Digital Alpha

Kate Migliaro
Global Head of Portfolio Talent, Searchlight Capital Partners

Aaron Miller
Partner, Head of Portfolio Performance Solutions, Apollo Global Management

Todd Miller
CEO, Risk International

Chris "Mitch" Mitchell
Principal, Private Equity, FMG Leading

Sean Mooney
Founder and CEO, BluWave

Kasra Moozar
Principal, Operations Team, Novacap

Kelley Morrell
Senior Managing Director, Portfolio Operations, Blackstone

Jud Morrison
Operating Partner, The Sterling Group

Philip Moyer
Vice President, Strategic Industries, Google

Kalyan Mukherjee
Operating Partner, Apollo Global Management

Jeffrey Nagel
Operating Partner, AEA Investors

Kyle Nelson
Managing Director, AlixPartners

Zaid Nesheiwat
Vice President, Portfolio Operations, ORIX Capital Partners

Beth Neumann
Partner, Head of Portfolio Operations, Kelso & Company

Steve Niesman
President and CEO, Americas Region, NTT Data Business Solutions

Alex Olano
CEO and Managing Partner, Trajectory

Jose Oliveira
Vice President, Efficio

Kevin O’Neill
Co-Founder and Managing Partner, Acertitude

Seckin Ozdamar
Operating Vice President, General Atlantic

Amisha Parekh
Managing Director, Global Head of ESG for Private Equity, Blackstone

Clark Perry
Partner, AlixPartners

Greg Petraetis
Managing Director, Midmarket and Partner Ecosystem, North America, SAP

Andy Pickens
Managing Director, Data & Digital Transformation, APPS, Apollo Global Management

Jessica Pizzo
Resource Partner, Court Square Capital Partners

James Potter
Chief Commercial Officer, Dunes Point Capital

Kris Radhakrishnan
Director, Financial Excellence, SK Capital Partners

Roya Rashtchi
Vice President, Portfolio Operations, Arcline Investment Management

Brian Regan
Managing Director and Chief Financial Officer, Spectrum Equity

Simon Roberts
Managing Director, Private Equity Practice, UKG

Jorge Rosales
Senior Vice President, Growth Team, Serent Capital

John Sander
Principal, Portfolio Solutions, Lightyear Capital

Tim Sanders
Vice President of Client Strategy, Upwork

Chris Satchell
Operating Principal Technology and Digital, Clayton Dubilier & Rice

Steve Schloss
Operating Partner, Leadership Center of Excellence, Edison Partners

Drew Scielzo
Operating Partner, ACON Investments

Riley Scott
Partner, Cuesta Partners

Sheheryar Shah
Chief Operating Officer and Chief Investment Officer, ZT Corporate

Ali Shams
Technology Operating Partner, H.I.G. Capital

Angelique Slagle
Managing Director, Head of GTM, Sales & Networks, Blackstone

Brian Slobodow
Operating Partner, HGGC

Debra Somers
Senior Vice President, Portfolio Recruitment, Warburg Pincus

Michael Song
Managing Director, Portfolio Operations, Providence Equity Partners

Richard Spencer
Co-Founder, Kamylon Holdings

Eric Taylor
Founder and CEO, Trident

Joanne Taylor
Managing Director, AlixPartners

Martin Taylor
Managing Director and President of OneVista, Vista Equity Partners

Shivani Tejuja
Advisory Director, Charlesbank Capital Partners

Shiwali Varshney Tenner
Senior Director, Alvarez & Marsal

Patrick Traynor
Vice President, Efficio

Kush Tulsidas
Operating Partner, One Rock Capital Partners

David Venker
Vice President of Portfolio Operations, HCI Equity Partners

Andrew Vittetoe
Private Equity – Technology, Partners Group

Prerak Vohra
Managing Director, Goldman Sachs Asset Management

Craig Vosburgh
Chief Technology Officer, Strattam Capital

Jonathan Waggoner
Managing Director, Co-Head North America Operations, SVPGlobal

Jana Wayne
Director of Portfolio Procurement, SK Capital Partners

John Weaver
Senior Director, Risk International

Carsten Weber
Technology Director, The Sterling Group

Jon Weber
Global Head of Portfolio Operations, Elliott Management Corporation

Michael Weingart
Operations Executive, TPG Capital

Emily Welch
Director of ESG, Audax Private Equity

Jill Wight
Managing Director, Operating Partner, Morgan Stanley Capital Partners

Rohini Williams
Global Head of Private Equity, Infosys

Stephen Williams
Senior Vice President, Enterprise Transformation and Value Realization, Oracle

Nick Winter
Managing Director, Head of North America Portfolio Operations, Värde Partners

James Wood
Vice President, Pricing Strategy, Insight Partners

Nicholas Wood
Co-Founder and CTO, Trident

Jake Wojcik
Executive Vice President, Insight Sourcing Group and SpendHQ

Richard Wyckoff
CEO, Arctic Glacier

Christopher Young
Managing Director, Operations and Strategy, OMERS Private Equity

Cici Zheng
Partner, ParkerGale Capital

Paul Zimmerman
Managing Director, Global Private Equity, Amazon Web Services (AWS)

2023 Sponsors

PRINCIPAL SPONSORS:
• AlixPartners
• Blue Ridge Partners
• Insight Sourcing Group
• RSM
• Salesforce
• Simon Kucher
• Tenzing

LEAD SPONSORS:
• Acertitude
• Morgan Franklin Consulting
• PWC

SPONSORS:
• AWS
• BlueWave
• Catalant
• ChiefOutsiders
• Continuserve
• Crowe
• Entromy
• G-P
• Quantum Health
• Risk International
• RKON
• Sage Intacct
• Summit Leadership Partners
• TBM
• Teneo
• Upwork
• Westmonroe
• Wipro