Partial List of
Aeries Conjoin Global
All Media Ventures
Alvarez & Marsal
BASE Equity Partners
BSG Team Ventures
Caspian Private Equity
Clearlake Capital Grp.
Court Square Capital
Dorsey & Whitney
Ernst & Young
Fitzroy Health Holdings
Heidrick & Struggles
Hellman & Friedman
High Road Capital
Michael Kelly Assoc.
O'Brien & Gere
OMERS Private Equity
Partners Group (USA)
Post Capital Partners
Private Equity Intl.
Royal Media Group
Slate Capital Group
Tailwind Capital Group
Vista Equity Partners
XPV Water Partners ZS Associates
Best Practices for Creating Value
In PE Portfolio Companies
15th Annual Edition
How Operating Partners
Minimize Friction & Maximize Returns
Court Square Capital Partners LP
Thursday, May 10, 2018
8:00 am – 5:00 pm
New York City
Dorsey & Whitney
INSIGHTS FROM 20 EXPERT SPEAKERS!
Jay N. Bartlett, EY-Parthenon
Thomas Caruso, Graham Partners Inc.
Cecilia Chao, Bain Capital Private Equity
Donald Charlton, Argosy Private Equity
John M. Dupuy, Align Capital Partners
Glenn J. Engler, EY-Parthenon
Adam R. Fitzner, Hamilton Robinson Capital Partners
Genna Garver, Dorsey & Whitney LLP
James Haft, CryptoOracle LLC
Joseph T. Healey, Korn Ferry
Scott Hoffman, Baird Capital
Prital Kadakia, Serent Capital LLC
Matthew Kearney, Rockbridge Growth Equity LLC
F. Stephen Larned, New State Capital Partners LLC
Beth Richmond, Business for Social Responsibility
Steve Rooks, Ontario Teachers' Pension Plan
Steven J. Siwinski, High Road Capital Partners
Michael Song, Providence Equity Partners LLC
Jill Wight, Carlyle Group
Lior Yahalomi, Versa Capital Management LLC
Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |
These days every private equity firm has a network of operating partners -- whether in-house, or outsourced, or hybrid.
An EY survey estimates that the industry has access to a third more operating resources than it did only four years ago!
That growth means lots of new opportunities for professionals with operating backgrounds -- ranging from former CEOs to consultants with specific expertise, e.g., procurement or data management or artificial intelligence.
Of course, now that the operating partner model has come of age, there are wrinkles that need to be ironed out --
As regulators and limited partners scrutinize operating partners’ compensation, PE firms want to quantify the value that operating partners add.
They ask themselves which functions to keep in-house -- while trying to find the perfect mix of senior executives and specialists who perform specific tasks.
And they ask, if everybody has a network of operating partners, what makes my network different?
So no matter your background -- CEO, consultant, HR, or IT specialist -- Register Now to Form Valuable Contacts with Colleagues & Professionals at The Capital Roundtable’s annual conference on “Best Practices for Creating Value in PE Portfolio Companies.”
At this celebrated conference you can share concrete tips with your peers on how to work most effectively with your firm’s management and its portfolio companies.
Here Are Three Key Reasons Why You Should Join Us
- Learn how operating partners implement cost reduction strategies at their portfolio companies
- Hear how operating partners oversee integration as add-on deals become more and more prevalent
- Discuss best practices for putting ESG policies into action at your portfolio companies
The growth in operating resources inevitably creates friction. For example, there’s friction with deal teams as costs related to using operating resources increase. So operating partners need to showcase their value to the deal guys, even if what they do isn’t always quantifiable.
In hybrid models, there can be friction between in-house teams and consultants. And at the portfolio level, managements always want to know how all the operating resources will be brought to bear effectively, without too much red tape or too many points of contact.
Here are some of the topics that our 20+ expert speakers promise to spotlight --
- When operating partners should get involved in the deal making cycle
- How to determine whether to work to improve a management team, or cut your losses and replace them
- What LPs are looking for in operating partner models in 2018 and beyond
- How firms match operating partners with portfolio companies
- How the operating partners' role is changing
- The pros and cons of in-house versus outsourced vs. hybrid models
- Who’s more in demand -- generalists or specialists? What kinds of specialists are most in demand?
- When it makes sense to bring in a functional specialist
- How firms with robust in-house operating partner models are structured
- How operating partners quantify the benefits they bring
- What personality traits that firms see as crucial for operating partners
- Best practices for compensating operating partners
- Best practices for benchmarking operating partner performance
- How career paths for operating partners are evolving
Register Now to Join
Our Chairman, Jesse Hermann,
And More Than 20 Other Industry Experts
Jesse Hermann is a resource partner at Court Square Capital Partners. He joined the firm in June 2013. His expertise spans manufacturing, distribution, software, and business services industries.
His specific company experience includes founder and CEO of icarz, an SaaS distribution management software company for durable goods distributors; CEO of General Automotive, the largest switch and lock manufacturer in North America (sold to Echlin/Dana Corp); consultant at Zolfo Cooper performing interim CEO turnaround assignments around the world; Bain and Co.; and managing director at Thomas H. Lee Partners.
He is a magna cum laude graduate of Amherst College, and he earned an MBA from Stanford Business School.
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 --
- Meet fellow attendees and featured speakers
- Enhance your personal database with valuable new connections
- Share both ideas and business cards
- Meet potential investment partners and clients
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 Julie Berger today to confirm your attendance at 212-832-7300 ext. 0 or firstname.lastname@example.org
Who Should Attend
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 10, 2018.
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 30 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 Kellie Green or Claire Notton at 212-832-7300 or by email at email@example.com or firstname.lastname@example.org.
Have a Question?
Please contact Julie Berger 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 --
- Three informative panel discussions
- Two revealing keynote presentations
- Real-world perspectives from operating partners
- Industry outlooks from noted sector experts
- War stories and lessons learned from experienced hands
- Intelligence on managing portfolio companies from well-known GPS
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- Jesse Hermann, Resource Partner, Court Square Capital Partners LP
- Burt Alimansky, Chairman & CEO, The Capital Roundtable
- Jay N. Bartlett, Managing Dir. & Co-Head--Private Equity, EY-Parthenon
- Thomas Caruso, Senior Operating Partner, Graham Partners Inc.
- Cecilia Chao, Operating Partner, Bain Capital Private Equity
- Donald Charlton, Operating Partner & Managing Dir.--Business Dev., Argosy Private Equity
- John M. Dupuy, Operating Partner, Align Capital Partners
- Glenn J. Engler, Managing Director, EY-Parthenon
- Adam R. Fitzner, Managing Director, Hamilton Robinson Capital Partners
- Genna Garver, Of Counsel, Dorsey & Whitney LLP
- James Haft, Co-Founder, CryptoOracle LLC
- Joseph T. Healey, Senior Client Partner, Korn Ferry
- Scott Hoffman, Operating Partner, Baird Capital
- Prital Kadakia, Principal--Growth Team, Serent Capital LLC
- Matthew Kearney, Operating Partner, Rockbridge Growth Equity LLC
- F. Stephen Larned, Partner, New State Capital Partners LLC
- Beth Richmond, Manager, Business for Social Responsibility
- Steve Rooks, Operations Advisor--Private Equity, Ontario Teachers' Pension Plan
- Steven J. Siwinski, Operating Partner, High Road Capital Partners
- Michael Song, Managing Dir.--Portfolio Operations, Providence Equity Partners LLC
- Jill Wight, Principal, Carlyle Group
- Lior Yahalomi, Managing Director--Operations, Versa Capital Management LLC
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Networking & Registration & Breakfast
Welcoming Remarks & Audience Self-Introductions
Conference Chairman’s Introduction --
- Jesse Hermann, Court Square Capital Partners LP
- Jay Bartlett, EY-Parthenon and Glenn Engler, EY-Parthenon
First Panel --
News You Can Use -- Operating Partners Talk Taxes, Blockchain, & Other Current Affairs
Networking & Coffee
Second Panel --
Minimizing Friction with Portfolio Company Managers --
How Do You Decide What to Fix
||Networking & Luncheon
First Afternoon Conversation --
Incorporating ESG with Your Other Goals --
Finding the Balance
Second Afternoon Conversation --
As Operating Partner Model Evolves, What About Comp? --
How Firms are Rethinking Pay & Performance Management
Networking & Dessert
Third Panel --
Operating Partner’s Role in Buy & Build --
Playbooks That Work
Networking & Adjournment
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Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Julie Berger 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.
- Best Rate -- Early Registration -- Save $400 off the standard fee of $1495 when you register by
Friday, March 16. Just $1095.
- Incentive Registration -- save $200 off the standard fee!
Register by Friday, April 6, and the fee for the conference is $1295.
- Conference Rate -- $1,495 increasing to $1,595 day of conference, space permitting.
You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 747 Third Avenue, Suite 200, New York, NY 10017.
Have a special question? Please contact Julie Berger 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.
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The University Club
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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.
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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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