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Event Date | Thu Jun 13 EDT - Fri Jun 14 EDT (6 months ago) |
Location |
Meritage Resort And Spa
875 Bordeaux Way, Napa, CA 94558, United States |
Region | Americas |
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.
• Create the most operationally efficient portfolio companies
Hear first-hand perspectives on how to further develop your operational skill set.
• Network with top value creators
Meet with the largest community of operational experts in one place over 2.5 days.
• Learn key strategies for cross-portfolio initiatives
Find the right tools and knowledge to create value.
2024 Speakers
Chioma Achebe
Principal, The Carlyle Group
Lisa Ames
Operating Executive, Norwest
Hannah Arnold
President, CEO and Owner, Reslilere Partners
Nathaniel Barling
Senior Product Manager, Andreessen Horowitz
Michael Belkin
Head of Global PE Practice, Zuora
Alex Bello
Director, Product and Technology Strategy, EQT Group
Sebastien Bilodeau
President, Cerberus Technology Solutions, Cerberus Capital Management
Elizabeth Blake
Operations Vice President, Human Capital, Trive Capital
Fabian Bodoky
Director, Tech Industry Lead, Efficio
William Bundy
Partner, McKinsey & Co
Andy Caine
CoE, COO and Partner, Frazier Healthcare Partners
Douglas Chey
Douglas Chey
SVP Value Creation, Warburg Pincus
Chris Cochran
Co-founder & CEO, ProsperOps
Renee Cohen
Operating Executive, Marketing, Norwest
Sean Curran
Co-Founder & Managing Partner, ENDUIR Cyber
Amy Daly
Partner, Ernst & Young, LLP (EY)
Ashley Day, CI Capital Partners
Ashley Day
Operating Partner - Human Capital, FFL Partners
Dina DeMarco
Division President - Private Equity Talent Solutions, Hueman
Cory A. Eaves
Partner and Head of Portfolio Operations, BayPine
Russell Findlay
Operating Partner, H.I.G. Capital
AJ Gandhi
Chief Growth Officer, Marlin Equity Partners
Bala Ganesan
Managing Director, Special Situations, Oaktree Capital Management
Giuseppe Gasparro
Partner & Managing Director, AlixPartners
Rory Gaston
Group Managing Director, Saragossa
Angela Geffre
Head of Human Capital - GrowthCurve Capital
Ignacio Giraldo
Partner, TPG Rise
Josh Gold
Senior Operating Executive, Hellman & Friedman
Scott Graham
Operating Partner, Marketing and Growth, Diversis Capital
Andrea Greene
Operating Partner, One Rock Capital Partners
Akshay Grover
Global Private Equity Practice Lead, Zscaler
Billy Hegeman
Operating Advisor, Norwest Equity Partners
Daniel Heidenreich
Director, Private Equity Services, RSM US LLP
Tindall Hein
Partner, ON Partners
Matt Hollcraft
Operating Partner – Cybersecurity, H.I.G. Capital
Ben Holzemer
Partner, Head of Human Capital, TPG
Jerry Hughes
Director, Commercial Excellence, American Securities
William Humsi
Partner, Simon-Kucher
Matt Ibbetson
Principal, Ridgemont Equity Partners
Lauren Ipsen
Talent Partner, Decibel Partners
Sajjad Jaffer
Head of Data, Analytics and Machine Learning, GrowthCurve Capital
Sam Jakola
Operating Partner, Head of Talent, Craft Ventures
Iggy Javellana
Enterprise Information Technology Practice Leader, Cerberus
Danielle Jezienicki
Impact/ESG Advisor, GroundForce Capital
Ben Johnson
Managing Director, Product Management, LLR Partners
Ryan Jones
Private Equity Leader, Deloitte Consulting
Brian Kasser
Talent Partner, Welsh, Carson, Anderson and Stowe
Kate Ju
Vice President, Value Accelerator, Goldman Sachs Asset Management
Prital Kadakia
General Partner, Serent Capital
Greg Kegeles
Operating Partners, Digital Transformation, Newlight Partners
Raz Khan
Principal, Permira
Spencer Khoury
Director, Value Creation Team, Shamrock Capital
Peter Kim
Head of GTM, WestBridge Capital
Michael Kingston
Managing Director, Chief Information Officer Americas, The Carlyle Group
Drew Kiran
Practice Director-Go To Market, K1 Investment Management
Jeffrey Klein
Managing Director, Alvarez and Marsal
Matt Krna
Co-founder and Managing Partner
Punit Kulkarni
Global Private Equity Leader, Persistent Systems
Raj Kushwaha
Managing Director & Partner, Co-Head Value Creation and Chief Digital Officer
Yale Kwon
Partner, AlixPartners
Tony La Rosa
Managing Director, Technology and O.P.S., Clearlake Capital Group, L.P.
Irene LaCota
Senior Director, Marketing Excellence, The Riverside Company
Ned Lanphier
Partner, Private Equity Practice, Riviera Partners
Dan Lau
Vice President, Head of Business Development, Symphony
Jeffrey Malcolm
Value Accelerator Operating Advisor, Technology, Goldman Sachs Asset Management
Miten Marvania
Managing Director, Business Services Platforms, Blue Owl Capital
Scott McKenzie
Operating Partner, Bain Capital
Kevin McShane
Operating Partner, Go-To-Market Practice Leader
Patrick Mizer
Portfolio CTO, Blue Star Innovation Partners
Michael Monagle
Principal, Portfolio Operations, Providence Equity Partners
Jeff Montgomery
Operations Vice President, Cybersecurity, Trive Capital
Tucker Moon
Operating VP, Accel-KKR
Sean Mooney
CEO, BluWave
Casey Myers
Partner, Edison Partners
Andrew Nolan
Partner, PwC
Hoyoung Pak
Partner and Managing Director, AlixPartners
Mark Papp
President, Tide Rock YieldCo, Tide Rock
Daniel Perry
Director of Sales and Commercial Excellence, Parthenon Capital
Michael Picton
Co-Founder and Managing Partner, ENDUIR Cyber
Adam L. Pollak
National Practice leader for Performance Improvement for KPMG Strategy, U.S.
Eli Potter
CIO as a Service, Insight Partners
Brian Regan
Managing Director and Chief Financial Officer, Spectrum Equity
Ed Richards
Chief Operating Officer, Head of Portfolio Operations, Marlin Equity Partners
Kyle Roemer
Managing Director, Head of Catalyst Group, Incline Equity Partners
Chris Roth
Chief Investment Officer, 5T Wealth, LLC
David Rowley
Technology Operating Partner, Diversis Capital
Tim Sanders, Upwork
Tim Sanders
Vice President of Client Strategy, Upwork
Chris Satchell
Operating Principal Technology and Digital, Clayton Dubilier & Rice
Avra Schaaf
Principal, Lead Edge Capital
Anish Sharan
Head of Digital Transformation, Pritzker Private Capital
Thomas J. Shelford
Managing Director, Crosslake
Subhi Sherwell
Field Operations Senior Advisor, TPG Capital
Mark Sinatra
CEO, Aspen HR
Saurabh Singh
Partner, AlixPartners
Karina Sobieski
Managing Director, Human Capital, Clearlake Capital Group
Katie Solomon, Genstar Capital
Katie Solomon
Managing Director, Talent Management, Genstar Capital
Jamey Spencer
Managing Director & Portfolio Manager, Hall Capital Partners
Ben Spiegel
Operating Principal, BayPine
Milo Sprague
Chief Technology Advisor, FTV Capital
Paul Stansik
Partner, ParkerGale Capital
Gary Survis
Operating Partner, Insight Partners
Ercan Ucak
Vice President, Cerberus Capital Management
Alexis Underwood
Managing Director, Commercial Excellence and Pricing, Wynnchurch Capital
Russell Uyeda
Operating Partner, Operational Resource Group, HGGC
David Van Wert
Partner, RSM
Jana Wayne
Head of Procurement, Hunter Point Capital
Carsten Weber
Principal, Highview Capital
Chris Westington
Director of Portfolio Management and Value Creation, BCI
Ellen Williams
Vice President, Growth Acceleration Group, General Atlantic
Eric Wilson
Principal, Portfolio Operations, NextGen Growth Partners
Chad Wonderling
Chief Financial Officer, Zone & Co.
Seth Wong
Vice President, GIC
Achi Yaffe
Managing Director, Portfolio Operations, GI Partners
Drew Zarges
VP, Portfolio Operations, Platinum Equity
John Zink
Director of Operations, Marlin Equity Partners
2024 Sponsors
PRINCIPAL SPONSORS:
• AlixPartners
• Deloitte
• KPMG
• RSM
LEAD SPONSORS:
• A&M
• EY
• Nagarro
• PwC
• Riviera
SPONSORS:
• ACA
• Accordion
• Beeline
• Benesch
• BluWave
• CrossLake
• Efficio
• EnduIR
• eShipping
• Hueman
• Infosys
• IGS
• ON
• Persistent
• ProsperOps
• Ramp
• RedWood
• Sage
• Sargossa
• Simon Kucher
• Symphony
• Resilere Partners
• Upwork
• Zone & Co
• Zscaler
• Zuora