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Partial List of
How PE Operating Partners
Are Reacting to Rapid Change
Best Practices for Creating Value
Director of Portfolio Operations
Thursday, May 11, 2017
8:00 am – 5:00 pm
New York City
Dorsey & Whitney
INSIGHTS FROM 20 EXPERT SPEAKERS!
David W. Averett, Summit Partners LP
Jay N. Bartlett, Parthenon-EY
David Buckley, General Atlantic LLC
John S. Clark, Performance Equity Management LLC
Kermit Cook, KKR Capstone
Glenn J. Engler, Parthenon-EY
Jason D. Friedrichs, Altamont Capital Partners
Doron D. Grosman, Court Square Capital Partners LP
Joseph T. Healey, Korn/Ferry International
Jesse Hermann,Court Square Capital Partners LP
Christian Kallen, Hamilton Lane
Neil E. Kalvelage, Charlesbank Capital Partners LLC
Dana Kupersmith, SEACOR Holdings Inc.
Kate Malcolm, Alberta Investment Management Corp.
David Marcus, Caspian Private Equity LLC
Scott C. Marden, CIP Capital
Lane McDonald, Partners Group AG
John L. Pouschine, Pouschine Cook Capital Management LLC
Brian J. Reavell, Middle-Market PE , ADP LLC
E. Eric Rytter, Dorsey & Whitney LLP
Deborah Lafer Scher, Fitzroy Health Holdings LLC
Steven J. Siwinski, High Road Capital Partners
Matthew Skaruppa, Goldman Sachs Investment Partners
Andrew Walshe, Two Sigma Investments LP
Jon F. Weber, BlueMountain Capital Management LLC
Adrian Whipple, TZP Group LLC
Back in the day, success for private equity firms was achieved – and measured -- by buying well, selling well, and engineering leverage well. Over time, as competition and prices increased, private equity firms increasingly needed to demonstrate operational value creation to achieve target returns.
Over the past decade, dozens of firms have built this capacity in-house by recruiting full-time “operating partners” to both launch new operating teams and expand existing ones.
However, after a decade of consistent growth for the role, we seem to be at an inflection point.
For example, some firms are adding operating partners, while others are scaling back their internal teams and/or moving toward the use of more outside resources. Also for example, you’d think common standards would have emerged for how firms structure the OP position, not to mention better define what’s expected of them.
To support this discussion, Jay Bartlett and his PE team at Parthenon EY have conducted interviews with numerous dealmaking and operating professionals across the PE industry. Jay will be sharing the results during his keynote address.
To understand the evolution of the role of operating partners in today’s PE climate, Register now to attend the Capital Roundtable’s 14th Annual conference on “Best Practices for Creating Value in PE Portfolio Companies,” being held in New York City on Thursday, May 11th.
Firms continue to think through the types of operating expertise they need on their teams -- industry specific, geographic, or functional -- and where they want their operating partners to focus – e.g., cross-portfolio or deep dives on individual companies.
Operating models are also in flux as regulators and limited partners scrutinize how private equity firms charge for deploying operating professionals. With clear compensation structures yet to emerge, there’s the ongoing question of how to set goals and measure an operating professional’s performance.
It’s a moment of soul searching for many operating partners and the firms that employ them, as the industry thinks about --
As the need for operating improvements takes root industry-wide, firms with more mature portfolio companies are asking themselves how to best deploy their operating teams. Ironically, some of these companies were acquired from other PE firms with their own operational expertise.
At this year’s conference, Achi Yaffe of GI Partners and 20 other expert speakers are discussing topics such as --
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Here Are Three Big Reasons Why You Should Join Us
Register Now to Join Achi Yaffe,
And 20 Other Industry Experts
We’re delighted to welcome as our conference chair Achi Yaffe, director of portfolio operations at GI Partners. Previously, he served as a principal for Lee Equity Partners, helping portfolio companies develop business plans and execute strategic initiatives. Prior to Lee Equity, he worked for McKinsey & Company, advising management teams of Fortune 500 and private equity-backed companies.
Earlier in his career, he led the financial services business unit at eTelecare (Convergys). His prior board positions include Papa Murphy’s (NASDAQ:FRSH), PDR, and WealthTrust.
He earned an MBA from Harvard Business School and a BS from the University of Southern California.
Register Now to Hear 20 Top Leaders
Drive Value and Measure Performance
This conference brings you exclusive panel discussions, conversations, and keynotes featuring w who's who of PE operating partners.
You'll hear how they --
Three More Reasons You Should Join Us
Register Now to Put Today’s Best Practices
To Work for Your Portfolio Companies
This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --
Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or firstname.lastname@example.org.
Click Below to Learn More
Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support Them.
We look forward to having you join us on Thursday, May 11.
This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community. For more information about The Capital Roundtable’s 25 annual conferences and other events and programs, please visit www.capitalroundtable.com.
Speaking & Business Development Opportunities
We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Maria Magro or Claire Notton at 212-832-7300 or by email at email@example.com or firstname.lastname@example.org.
Have a Question?
Please contact Sarah Burd at email@example.com or 212-832-7300 ext. 0.
Who We Are
This Capital Roundtable conference in midtown, New York City, is all-business, all-targeted, all-designed to be a completely focused day of practical information and revealing insights about portfolio companies. You’ll gain valuable insights from --
Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or firstname.lastname@example.org.
Please note that The Capital Roundtable limits the number of registrants from a single firm to three.
Group Rate -- $995 each, when you register two or more people to attend from the same company.
You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.
Have a special question? Please contact Sarah Burd at email@example.com or 212-832-7300 ext 0.
From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change. We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.
Details provided upon registration
Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.
We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at firstname.lastname@example.org.
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