Second Annual Operators' Forum

Exclusive to Operating Partners

Are you an Operating Partner—currently employed by a private equity fund, family office, or other financial buyer—responsible for driving value creation in the portfolio? Join us in person in New York City for an exclusive opportunity to connect with fellow operating partners and share best practices and strategies to help you achieve your goals in this increasingly dynamic and pivotal role within private equity.  

AGENDA:

1 p.m. | Arrivals

1:30–2:20 p.m. | The Growing Role of Data and the Use of Technology

Join this discussion to hear how operating partners are increasingly using data and technology to inform crucial decisions at the portfolio company level. Hear how operators are thinking about the use of AI technologies.

Speakers:  
Alex Olano, CEO, Trajectory
Mark Steenhoek, Operating Partner, Stephens Group
Jimmy Frischling, Founder & Managing Partner, Branded Hospitality Ventures


2:20–3:10 p.m. | Top Priorities for Operating Partners During Times of Uncertainty

Join this discussion as the group shares what key things they are prioritizing going forward and how priorities have changed over the past year. 

Speakers:
Ellen Kim, Operating Partner, Rotunda Capital
Benjamin Humphreys, Senior Operating Executive, Monomoy Capital Partners
Kush Tulsidas, Operating Partner, One Rock Capital 
Joseph Gwozdz, Operating Partner, Edison Partners 
Moderator:
Joe Feichtl, Director, Baker Tilly 


3:10–3:40 p.m. — Break


3:40–4:30 p.m. | Compensation and Hiring Strategies and Trends

Join the discussion to learn about the trends and strategies in compensation and hiring today. 

Speakers:
Carrie DiLauro, Hamilton Robinson Capital Partners
Rob Rumer, Operating Partner, Adelphi Capital Partners 
John Broderick, Operating Partner, Argosy Capital 
Moderator: 
Ron Senatore, Business Performance Advisor, Insperity


4:30–5:20 p.m. | Turning the Tables: Listen to What Port. Co C Suite Execs Find Helpful in Driving Organic Growth

Join this roundtable discussion to learn what portfolio company execs truly want and need from their PE operating partners as it relates to supercharging organic growth on an accelerated timeline. Learn how operating partners can really help portfolio companies drive revenue and EBITDA growth and measure progress.

Speakers:
Tyrone Johnson, CEO, Cascade Sevices 
Joe McDougall, Operating Partner, TC Operating Partners
Moderator: 
Libby Covington, The Craig Group


5:30 p.m. | Cocktails & Networking

Registration is complimentary; however, space is limited and exclusive to qualified Operating Partners. If the registration system does not recognize you as a qualified operating partner, please contact us for assistance.