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.
| 2:15pm - 2:20pm | Welcome & Opening Remarks |
| 2:20pm - 3:00pm | Keynote |
| 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. |
| 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. |
| 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. |
| 6:00pm | Opening Night Reception |
| Thank You to Our Partners |
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Event Details
When:
November 17, 2025 12 PM - 8 PM EST
Where:
Metropolitan Club of New York
