Operating Partners Forum San Francisco 2022 | PEI Media | 2 June 2022 | JW Marriott San Francisco Union Square, 515 Mason St, San Francisco, CA 94102, USA

This forum brings together an elite crowd of value creators in North American PE and VC portfolio operations. It is the place to meet and get a firm grasp on key initiatives to transform operations, deliver growth, and drive value.

The largest community of West Coast operating partners, private equity leaders, C-level executives, suppliers & resources will gather all in one setting to discuss how to deliver value creation at a crucial time.

• 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 days.

• Learn key strategies for cross-portfolio initiatives
Find the right tools and knowledge to create value.

The 2022 agenda is carefully curated to feature the most prominent functional areas in value creation for your portfolio companies. Click the headings below for a snapshot of some of the top features you’ll find in the agenda:
1. Value Creation
- One hour invitation-only think tanks led by operating partners and designed exclusively for operating partners
- Essential steps and countermeasures for your portfolio companies during inflationary times
- How 100-day plans are changing in the current environment and years to come
- The archetype of a world class operating team: comparing models
- Effective value creation strategies for carveouts and M&As
- How operating teams work best with investment teams
- Putting ESG at the heart of your business strategy
- Effective board dynamics

2. Revenue Growth
- The future of sales: best practices in the post COVID-19 world and beyond
- Uncovering the most important GTM levers
- Leveraging customer success initiatives for growth
- Revenue growth stories and early warning signs with operating partners
- Uncovering the pricing due diligence playbook

3. Human Capital
- Talent retention best practices in the current environment
- Addressing diversity and inclusion as a business imperative
- What will the future role of the human capital operating partner look like?
- Talent acquisition, development, and assessment best practices in the post-COVID world
- Integrating culture for success
- PE-leadership team alignment
- The future of work

4. Supply Chain & Procurement
- The future value creation supply chain playbook
- Navigating supply chain disruptions and post-COVID best practices
- Impact of technologies on your supply chain
- Supply chain cost optimization: individual company vs. cross-portfolio programs
- Procurement transformations in the first 100 days

5. Finance
- Add-on acquisition readiness: adding value through the finance function
- How can PE best support portco CFOs?
- Transforming and modernizing finance from a cost-center into a value-creation engine
- Identifying, attracting, recruiting, and retaining CFO talent
- Enabling a data-driven CFO

6. Technology
- An entire day 2 dedicated to the most important areas in technology for value creation

2022 Speakers

Blake Adams
Senior Vice President, Tech Opportunities, Bain Capital

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

Josh Beaver
Chief Operating Officer, OverlayAnalytics

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

Prashanth (PV) Bóccasam
Partner, Cota Capital

Daniel Boland
Managing Director, AlixPartners

Rami Branitzky
Partner, Sapphire Ventures

Lou Brothers
Principal, National Leader for Operations Due Diligence, RSM US

Rick Brown
President, Emergys

Anna Carlsmith
Director, Digital Strategies, H.I.G. Growth Partners

Kelly Carlson
Managing Director, Head of Talent, STG Partners

Mark Chamness
Head of Data Science, Invictus Growth Partners

Igor Cherny
Chief Technology Officer, Operating Partner, TSG Consumer Partners

Matt Clark
President and Chief Operating Officer, Corcentric

Steve Cochran
Operating Advisor, Thoma Bravo

Andrew Collins
Director of ESG Investing, San Francisco Employees’ Retirement System (SFERS)

Larry Cook
Head of Global Finance and Operations, Flourish Ventures

Ben Cox
Operating Director, Sumeru Equity Partners

Roanne Daniels
Managing Director, Roark Capital

Ashley Day
Operating Partner - Human Capital, FFL Partners

Paul DeMand
Managing Director and Partner, ShawKwei & Partners

Sebastian de Meel
Principal, PwC

Stefan Dent
Chief Alliances Officer, Simfoni

Brett Derby
Vice President, Portfolio Operations, GI Partners

Paul Dhaliwal
Director, KKR Capstone

Sarah Dickens Spoja
Chief Financial Officer, Tipalti

Elizabeth Dresdale
Principal, The Catalyst Group, Incline Equity Partners

Drew Farris
Operating Partner, Trive Capital

Coley Florance
Head of Talent, Spectrum Equity

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

Jason Friedrichs
Director, Portfolio Operations, Altamont Capital Partners

Deborah Gallegos
Managing Director, Palladium Equity Partners

Bala Ganesan
Managing Director, Special Situations, Oaktree Capital Management

Ignacio Giraldo
Partner, TPG Growth

Lauren Goldstein
Practice Lead, Private Equity Business, Winning by Design

Scott Graham
Operating Partner, Marketing and Growth, Diversis Capital

Dan Grosh
Operating Partner, Diversis Capital

Todd Hall
Director, AspireHR

Dan Hawkins
Founder and CEO, Summit Leadership Partners

Margo Hays
Managing Director, Digital Strategy, TSG Consumer Partners

Marc Herdegen
Senior Operating Partner, Strategy, New State Capital Partners

David Hicks
Vice President, Worldwide ISV Ecosystem Business Development, Oracle

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

Chris Hueneke
Chief Information Security Officer, RKON

Rishi Jain
Managing Director and Co-Head of Western Region, Accordion

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

Ben Johnson
Managing Director, Product Management, LLR Partners

Sam Johnson
Vice President, Portfolio Operations and Head of ESG, Arcline Investment Management

Prital Kadakia
Partner, Serent Capital

Ted Kamionek
Operating Partner, STG Partners

Punit Kulkarni
Vice President, Private Equity, Persistent Systems

Agnes Krygier
Director, Portfolio Operations, GI Partners

Martina Lauchengco
Partner, Costanoa Ventures

Prachi Kanabar
Head of Portfolio Operations, Sunstone Partners

Manek Kapur
Senior Vice President, Technology Private Equity, Partners Group

Jeffrey Klein
Managing Director, Alvarez & Marsal

Bobbi Kommineni
Operating Partner, Terminus Capital Partners

Punit Kulkarni
Vice President, Private Equity, Persistent Systems

Agnes Krygier
Director, Portfolio Operations, GI Partners

Martina Lauchengco
Partner, Costanoa Ventures

Dave Leong
Account Executive, Illumiti

Thad Longson
Operating Principal, HGGC

Lee McCabe
Operating Partner, AEA Investors

Ashley McNamee
Director of ESG - Portfolio Transformation Group, Revelstoke Capital Partners

Marco Mendes
Managing Director, Portfolio Support Group, Advent International

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

Martin Mumford
Operating Partner, Angeles Equity Partners

Shiv Narayanan
CEO and Founder, How To SaaS

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

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

Eli Potter
CIO as a Service, Insight Partners

Ravi Ravikumar
Operating Partner, Cota Capital

Brian Regan
Managing Director and Chief Financial Officer, Spectrum Equity

Carlos Rodriguez
Senior Vice President, Operations, CriticalPoint Capital

Jorge Rosales
Vice President, Growth Team – Pricing Center of Excellence, Serent Capital

Neil Roseman
Technologist-in-Residence, Summit Partners

George Rhymestine
Vice President, Insight Sourcing Group

John Roselli
Operating Partner, New Harbor Capital

Avi Sahi
Chief Commercialization Officer, OGCI Climate Investments

Neal Sainani
Practice Director, K1 Investment Management

Tim Sanders
Vice President, Client Strategy, Upwork

Manvendra Saxena
Operating Partner

Drew Scielzo
Operating Partner, ACON Investments

Frederick Shaw
Chief Risk Officer, Hamilton Lane

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

Houston Slatton
Senior Director, BluWave

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

Lucia Soares
Managing Director, CIO Global Portfolio Solutions, The Carlyle Group

Karina Sobieski
Human Capital Director, Portfolio Support Group, Advent International

Michael Song
Managing Director, Portfolio Operations, Providence Equity Partners

Richard Spencer
Co-Founder, Chief Operating Officer, Operating Partner, Kamylon Holdings

Venkat Sreenivasan
Director, AlixPartners

Susan Stella
Head of Investor Relations and ESG, Activate Capital

Juliane Stephan
Principal, Catalyst Group, Incline Equity Partners

Jeffrey Stone
Managing Director, Head of Growth Portfolio Operations, Sixth Street

Brad Strahorn
Director, Portfolio Support Group, Thompson Street Capital Partners

Anders Thulin
Head of Digital Practice, Triton Partners

Albert Vazquez-Agusti
Operating Partner, Sway Ventures

Menno Veeneklaas
General Operating Partner, Allegro Funds

Sanjay Verma
Managing Director, AlixPartners

Ray Villareal
Partner, Strattam Capital

Sarah Walker
AVP, Global Head of Private Equity Practice, Salesforce

Carsten Weber
Technology Director, The Sterling Group

Adam Williams
Vice President, Private Equity, Symphony

Sara Yamase
Partner, Simon-Kucher & Partners

Tim Ziemann
Senior Manager, Transformation, Grant Thornton

Paul Zuber
Operating Partner, Thoma Bravo

2022 Sponsors

PLATINUM SPONSORS:
• AlixPartners
• Salesforce
• Simon-Kucher & Partners

LEAD SPONSORS:
• Alvarez & Marsal
• Corcentric
• Deloitte
• Upwork

SPONSORS:
• Accordion
• AspireHR
• Amazon Web Services
• Beecher Reagan
• BluWave
• EMERGYS
• Grant Thornton
• How To SaaS
• Insight Sourcing Group
• Oracle
• OverlayAnalytics
• Persistent
• PwC
• RKON
• RSM
• S&P Global Ratings
• Simfoni
• Summit Leadership Partners
• Symphony
• Tipalti
• Winning by Design
• Wipro Limited