MasterClassTM

Capital Roundtable

Marquee Sponsors

 

 

Showcase Sponsor

Association Partners

Data Partners

Partial List of
Past Attendees


ABRY Partners  

ADP

Aeries Conjoin Global

All Media Ventures

Altamont Capital

Alvarez & Marsal

Audax Group

BASE Equity Partners

Blackford Capital

BlueMountain Capital

BSG Team Ventures

Carpedia International

Caspian Private Equity

Cassels Brock

Charlesbank Capital

CIP Capital

Clearlake Capital Grp.

Court Square Capital

Dorsey & Whitney

Ernst & Young

EY-Parthenon

FFL Partners

Fitzroy Health Holdings

General Atlantic

Gerson Lehrman

GI Partners

Goldman Sachs

Graham Partners  

Hamilton Lane

Heidrick & Struggles

Hellman & Friedman

Higgins Associates

High Road Capital

HJM Consulting

INSIGHT2PROFIT

Interactive Ingenuity

KidKraft

KKR Capstone

Korn Ferry

Liu Associates

LynnCo

Magna Management

McCarthy Consulting

McGraw-Hill Education

McKesson

Michael Kelly Assoc.

O'Brien & Gere

OMERS Private Equity

Parthenon Capital

Partners Group (USA)

Performance Equity

Plante Moran

Post Capital Partners

Pouschine Cook

PrimeGenesis

Private Equity Intl.

Resourcive

Royal Media Group

SAP America

SEACOR Holdings  

Slate Capital Group

Tailwind Capital Group

Tarantin Industries

Treya Partners

Two Sigma

TZP Group

Versa Capital

Vista Equity Partners

Weetabix NA

XPV Water Partners ZS Associates

Best Practices for Creating Value

In PE Portfolio Companies

 

15th Annual Edition

 

How Operating Partners

Minimize Friction & Maximize Returns

                     

CHAIRED BY

Jesse Hermann
Resource Partner
Court Square Capital Partners LP

 


FULL-DAY CONFERENCE

Thursday, May 10, 2018

8:00 am – 5:00 pm

New York City

 

MARQUEE SPONSORS

Dorsey & Whitney

EY-Parthenon

Korn Ferry

 

SHOWCASE SPONSOR

ADP

 

REGISTER NOW

 

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

 

  1. Learn how operating partners implement cost reduction strategies at their portfolio companies   
  2. Hear how operating partners oversee integration as add-on deals become more and more prevalent
  3. 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 jberger@capitalroundtable.com



 

 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.

 

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We look forward to having you join us on Thursday, May 10, 2018.

 

Conference Organizers

 

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.

 

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 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 kgreen@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Have a Question?

 

Please contact Julie Berger at jberger@capitalroundtable.com or 212-832-7300 ext. 0.

 

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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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Faculty

Chaired By

  • Jesse Hermann, Resource Partner, Court Square Capital Partners LP

 

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • 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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Schedule

 

 
 

07:30-08:30

Networking & Registration & Breakfast

08:30-09:00

Welcoming Remarks & Audience Self-Introductions

09:00-09:30

Conference Chairman’s Introduction --

  • Jesse Hermann, Court Square Capital Partners LP

09:30-10:15

Keynote --

  • Jay Bartlett, EY-Parthenon and Glenn Engler, EY-Parthenon

 

10:15-11:15

First Panel --

News You Can Use -- Operating Partners Talk Taxes, Blockchain, & Other Current Affairs

 

11:15-12:00

Networking & Coffee

12:00-01:00

Second Panel -- 

Minimizing Friction with Portfolio Company Managers --

How Do You Decide What to Fix    

 

01:00-02:00 Networking & Luncheon

02:00-02:45

First Afternoon Conversation --

Incorporating ESG with Your Other Goals --
Finding the Balance

 

02:45-03:30

Second Afternoon Conversation --

As Operating Partner Model Evolves, What About Comp? -- 

How Firms are Rethinking Pay & Performance Management

 

03:30-03:45

Networking & Dessert

 


03:45-04:45

Third Panel --

Operating Partner’s Role in Buy & Build --

Playbooks That Work

 

04:45

Networking & Adjournment


  

 

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Registration

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 jberger@capitalroundtable.com.

 

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.

 

  • Group Rate -- $995 each, when you register two or more people to attend from the same company.

 

Register Now

 

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 jberger@capitalroundtable.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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Location

The University Club

Midtown, NYC

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Audio Package

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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Sponsorships

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 cnotton@capitalroundtable.com.

 

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