Value Creation 2018


Event Details


June 7, 2018 8 AM - 11:30 AM EDT


Alan Jones

Managing Director and Vice-Chairman of Private Credit & Equity
Morgan Stanley

Jon Weber

Head of Portfolio Company Management
BlueMountain Capital Management LLC

Bob Lobley

Operating Partner
Juna Equity Partners

AJ Brohinsky

Operating Partner, Private Equity, US and Latin America,
Caisse de dépôt et placement du Québec (CDPQ)

David Buckley

Operating Principal
General Atlantic

Kelley Morrell

Managing Director, Tactical Opportunities
Blackstone Group

Jill Wight

The Carlyle Group

Suraj Ramdas

Vice President of Business Management and Strategy
BlueMountain Capital Management

Sharon Daley

Operating Partner, Portfolio Operations

Scott Estill


Joelle Marquis

Arsenal Capital Partners

Investing Edge through Value Creation: How Investors Boost Returns through Operational Engagement

Learn from investment professionals and operating partners how they advantage their capital by getting operationally engaged in portfolio companies. Presenters will discuss how their firms use their operational capabilities to identify and mitigate risks during due diligence to create and incremental value as an investor. Participants will share best practices on operational value added with particular focus on how to leverage talent to create an investing edge.

Fireside Chat with Alan Jones, Managing Director and Vice-Chairman of Private Credit & Equity, Morgan Stanley
Discussion with a senior investment professional who has harnessed operating partners as a way to add value both pre- and post-investment. Topics will include where and how to deploy operating partners for highest impact, how to navigate pitfalls – including management push-back. What is expected of a good operating partner and how to find them? Case studies of where operational involvement has been effective (or not) in winning deals.

Panel 1: State and Evolution of the Operating Partner Role
Experienced Operating Partners from firms with distinct approaches to the role compare their engagement models and share thoughts on what is new, including evolving trends affecting the operator partner role. Now that operational engagement has become table stakes among many investors, what are operating partners doing to gain an edge and differentiate their firms?

Panel 2: Winning the War for Talent to Drive Returns
Talent focused operating partners from firms who are experts in portfolio company talent will share best practices on recruiting, assessing and managing senior management. They will share their approaches to CEO hiring and enhancing chances of success through onboarding, coaching and ongoing feedback. How to know (and what to do) when things are not working out.

Thank you to our sponsors!