Operating Partners Forum 2023 - San Francisco | PEI Media | 7 June 2023 | Hotel Nikko , 222 Mason St, San Francisco, CA 94102, USA

Now in its third year in person, this forum brings together an elite crowd of value creators in North American PE and VC portfolio operations.

Join the two-day event to get a firm grasp on key initiatives to transform operations, deliver growth, and drive value for your portfolio companies in this crucial time in the economic cycle.

With dedicated sessions focused on digital transformation and using technology to create value, the Forum connects the West Coast’s leading community of operating partners, private equity leaders, C-level executives, suppliers & resources.

2023 Speakers

Ketan Awalegaonkar
Chief Data and Analytics Officer, PwC

Jeff Amann
Chief Customer and Commercial Officer, Products, Salesforce

Geoffrey Baird
Independent Operating Executive, Palladium Equity Partners

Brian Barnum
Operating Partner, Head of Private Equity Value Creation Team, Shamrock Capital

Michael Belkin
Director, Private Equity Partnerships and Global Alliances, Zuora

Sebastien Bilodeau
President, Cerberus Technology Solutions, Cerberus Capital Management

Tiffany Breitkreutz
Operating Advisor, Norwest Equity Partners

Ben Cao
Chief of Staff, Symphony

Kelly Carlson
Managing Director, Head of Talent, STG Partners

Debra Cash
Managing Director, Alvarez and Marsal

Winnie Chu
Vice President, Strategic Alliances, and Regulated Industries, AspireHR

Bruce Chesebrough
Operating Partner, New Mountain Capital

Mike Cochran
Managing Director, Head of CFO Tech Services, Accordion Partners

Michael Crest
Operating Executive, True Wind Capital

Ashley Day
Operating Partner - Human Capital, FFL Partners

Rick DeRose
Co-Founder and Managing Partner, Acertitude

Austin Downing
Senior Manager, Data Scientist and Technology, West Monroe

Elizabeth Dresdale
Principal, The Catalyst Group, Incline Equity Partners

Cory Eaves
Operating Partner, General Atlantic

Adam Echter
Partner, Simon-Kucher

Tony Esposito
Director, Private Equity and Venture Capital, Consero Global

Mark Fiske
Operating Partner, Digital Strategies, H.I.G. Capital

Tim Foster
Managing Partner, Maple Street Advisors

Rob Frazzini
Principal, Deloitte Consulting

Jason Friedrichs
Director, Portfolio Operations, Altamont Capital Partners

Alok Garg
Executive Operating Partner, Digital Transformation, Sumitomo Corporation of Americas

Rory Gaston
Director, Saragossa

Paul Gille
Operating Partner, TELEO Capital

Ignacio Giraldo
Partner, TPG Rise

Allison Gosselin
Director, Environmental, Social and Governance, Graham Partners

Dan Grosh
Operating Partner, Human Capital, Diversis Capital

Akshay Grover
Managing Director - Global Private Equity Practice, Zscaler

Deron Grzetich
Senior Partner, National Cyber Leader, West Monroe

Eddie Hartman
Board Member, Simon-Kucher

Margo Hays
Managing Director, Digital Strategy, TSG Consumer Partners

Daniel Heidenreich
Director, Private Equity, RSM US

Tye Howell
Managing Director, Data and Digital, Blue Point Capital Partners

Matt Hollcraft
Operating Partner – Cybersecurity, H.I.G. Capital

Ben Holzemer
Partner, Head of Human Capital, TPG Global

Chris Hueneke
Chief Information Security Officer, RKON

Bob Isaman
Chief Operating Partner, Graham Partners

Sajjad Jaffer
Head of Data, Analytics and Machine Learning, GrowthCurve Capital

Jan Jamrich
CEO and Founder, Entromy

Kevin Jeon
Director of Revenue Optimization, Peak Performance Group, Summit Partners

Monica Johnson
Operating Partner and CFO, NGP Capital

Sam Jones
Principal, KKR Capstone

Prital Kadakia
Partner, Serent Capital

Prachi Kanabar
Head of Portfolio Operations, Sunstone Partners

Brian Kasser
Talent Partner, Welsh, Carson, Anderson and Stowe

Burak Kiral
Partner and Managing Director, AlixPartners

Greg Kegeles
Operating Partners, Digital Transformation, Newlight Partners

Jeffrey Klein
Managing Director, Alvarez and Marsal

Slade Kobran
Managing Partner, Private Equity, Chief Outsiders

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

Yale Kwon
Director, AlixPartners

Nicki Lambropoulos
Operating Partner, Cold Bore Capital

Stephen Lane
Senior Director, Teneo

Virginia Lantz
Director, Insight Sourcing Group

Amar Maletira
CEO, Rackspace Technology

Martina Lauchengco
Partner, Costanoa Ventures

Ann McCloskey
Operating Principal, Accel-KKR

Lauren McLeod
Operating Partner, Onex

Misha Logvinov
Director, Mubadala Performance Partners, Mubadala

Will Lytle
Chief Operating Officer, Plandek

Nick Maglaris
Vice President - Midmarket Strategic Initiatives, SAP

Vikram Mahidhar
Data and Digital Transformation Operating Partner, Apollo Global Management

Jeffrey Malcolm
Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management

Lee McCabe
Operating Partner, AEA Investors

Ryan McMullin
Operating Principal, Accel-KKR

Gabriel Mesanza
Partner, Resource Group, Huron Capital

Shaz Mian
Equity Principal, RSM US

Kate Migliaro
Global Head of Portfolio Talent, Searchlight Capital Partners

Sean Mooney
Founder and CEO, BluWave

Jane Moran
CTO, Benevity (Hg portfolio company)

Kelie Morgan
Director of Talent Acquisition, Permanent Equity

Declan Morris
Private Equity Transformation Advisor, Amazon Web Services (AWS)

Martin Mumford
Operating Partner, Angeles Equity Partners

Roy Nicholson
National Managing Principal, Digital Transformation, Grant Thornton

Ellen O'Rourke
Director, ESG Practice, PwC

Hoyoung Pak
Partner and Managing Director, AlixPartners

Julio Palacio
Chief Technology Officer, Mainsail Partners

Billy Parks
Operating Partner, Brand and Creative, TCG

Ankur Patel
Operating Vice President, Accel-KKR

Nipul Patel
Senior Vice President, Human Capital, Serent Capital

Daniel Perry
Director, Sales and Commercial Excellence, Parthenon Capital

Ryan Polk
Product and Technology Operating Partner, Insight Partners

Eli Potter
CIO as a Service, Insight Partners

David Reid
Senior Managing Director, Teneo

Kyle Roemer
Managing Director, Head of Catalyst Group, Incline Equity Partners

Josh Rogers
CEO, Precisely

John Roselli
Operating Partner, New Harbor Capital

Neil Roseman
Technologist-in-Residence, Summit Partners

Zorian Rotenberg
GTM, Sales and Revenue Growth Operating Partner, Charlesbank Capital Partners

Miles Rowland
Head of Data and Analytics, Searchlight Capital Partners

David Rowley
Technology Operating Partner, Diversis Capital

Tim Sanders
Vice President of Client Strategy, Upwork

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

Sachin Satija
Partner, KPMG

Anish Sharan
Head of Digital Transformation, Pritzker Private Capital

Subhi Sherwell
Field Operations Senior Advisor, TPG Capital

Gabriel Shields-Estrada
Principal, Value Creation, Vector Capital

Saurabh Singh
Director, AlixPartners

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

Lucia Soares
Managing Director and Chief Information Officer, The Carlyle Group

Katie Solomon
Managing Director, Talent Management, Genstar Capital

Sarah Spoja
Chief Financial Officer, Tipalti

Milo Sprague
Chief Technology Advisor, FTV Capital

Michael Stanton
Chief Financial Advisor, FTV Capital

Alayna Stuck
Private Equity Practice Lead, Sage Intacct

Cathy Tanimura
Vice President, Analytics and Data Science, Summit Partners

Shivani Tejuja
Advisory Director, Charlesbank Capital Partners

Marcus Tonsmann
Cybersecurity Program Manager, Hellman and Friedman

Ercan Ucak
Vice President, Cerberus Capital Management

Prerak Vohra
Managing Director, Goldman Sachs Asset Management

Carsten Weber
Technology Director, The Sterling Group

Bryan West
Managing Director, Talent, Resurgens Technology Partners

Rohini Williams
Global Head of Private Equity, Infosys

Chris Westington
Managing Director, Portfolio Operations, BCI

Curt Witte
Partner, Head of Growth Factors, Bregal Sagemount

Achi Yaffe
Managing Director, Portfolio Operations, GI Partners

Ken Yagen
Senior Vice President, Digital Strategy and Innovation, Warburg Pincus

Brit Yonge
Operating Partner, Corsair Capital

Cici Zheng
Partner, ParkerGale Capital

2023 Sponsors

PRINCIPLE SPONSORS:
• AlixPartners
• RSM
• Salesforce
• SAP
• Simon-Kucher

LEAD SPONSORS:
• Alvarez and Marsal
• Deloitte
• KPMG
• PwC
• Rackspace Technology

SPONSORS:
• Accordion
• Acertitude
• AspireHR
• AWS
• BluWave
• Chief Outsiders
• Consero
• CoreTrust
• Entromy
• G-P
• Grant Thornton
• Infosys
• Insight Sourcing Group
• Maple Street Advisors
• Plandek
• RKON
• Sage Intacct
• Saragossa
• Symphony
• Tata Consultancy Services
• Teneo
• Tipalti
• Upwork
• West Monroe
• Zone and Co
• Zscaler
• Zuora

MEDIA PARTNERS:
• Black Women in Asset Management
• PE Hub
• Venture Capital Journal