Value Creation Forum

Previously known as the Operating Partners Forum, join us for an exclusive afternoon of insights and connection designed for operating partners. This event will feature a keynote presentation, panel discussion and one dedicated hour for roundtable discussion. End the day at the Opening Night Reception when all attendees come together for two hours of networking.

2:00pm - 2:15pm

Networking

2:15pm - 2:20pm

Welcome & Opening Remarks

2:20pm - 3:00pm

Keynote: The Global Playbook for Value Creation: Navigating Cycles and Capital Flows

As markets enter a new era of capital discipline, successful dealmakers are expanding their focus beyond company fundamentals to the macro forces shaping them. In this keynote session, Damanick Dantes, Founder and Portfolio Manager at Dantes Outlook, explores how global macro trends, shifting capital flows, and cross-asset dynamics inform valuation and portfolio strategy. By connecting the market cycle to the business cycle, the keynote offers a practical framework for aligning macro context with strategic execution.

Damanick Dantes, CMT, Owner, Dantes Outlook LLC

DAMANICK DANTES
Founder & Portfolio Manager
Dantes Outlook

3:00pm - 3:45pm	Roundtables
3:45pm - 4:00pm	Break
4:00pm - 4:40pm	Panel 1: Tech That Works: Prioritizing Upgrades That Matter

This discussion will focus on how to prioritize technology upgrades that drive real operational efficiency without unnecessary complexity. Our panelists will share practical guidance on where to start with AI, how to identify high-impact tech initiatives, and how to ensure technology serves the needs of your portfolio companies.

**SPEAKERS**
Image JOHN BOVA Independent Operating Partner, Operating Partner Resources Group	Image BENJAMIN HUMPHREYS Operating Partner Monomoy Capital	Image JOE MCDOUGALL Operating Partner Trive Capital
Image ROXI WEN Operating Partner Insight Partners	Image JAMES VIGLIONE Senior Vice President Datasite Moderator

4:40pm - 5:20pm

Panel 2: Using KPIs to Drive Accountability at PortCos

This discussion will explore how to effectively implement key performance indicators (KPIs) to create accountability within portfolio companies without resorting to micromanagement. Learn how to align KPIs with strategic priorities, empower management teams, and ensure everyone is focused on the right activities that truly drive results.

**SPEAKERS**
Image CASS ZIEBEL Principal ParkerGale	Image DAISY FITZGERALD Managing Director MERU	Image CHRISTOPHER CURTI Operating Partner Astara Capital Partners
Image AMANDA GREENBERG Founder & Principal Aribella	Image MARK MILLER Principal Forvis Mazars Moderator

5:20pm - 6:00pm

Panel 3: Unlocking Growth: Cost Effective Strategies to Maximize Portco Value

This discussion will focus on organic changes every portfolio company can make without breaking the bank. Our expert panelists will share insights on key HR decisions, back-office efficiencies, and go-to-market strategies that drive value throughout the investment lifecycle—from acquisition to exit.