Resources
Video Series: An exclusive look at the Private Equity Operating Partner
At past Operating Partner Forums, we sat down with industry leaders to uncover how firms are approaching their value creation strategies across all functional areas. The series explores a wide range of topics, including digital transformation, new talent initiatives, and more.
Check out our video library for a preview of what you'll learn at this year's Operating Partners Forum New York.
Tune in for: Digital value creation
Gael Gibert, Advent
Gael urges CEOs to rethink operations from the ground up while cutting through market noise.
Daniel Perry, Court Square Capital Partners
AI is transforming consumer personalization, and Daniel believes it’s revolutionizing customer service.
Tim Kohn, Summit Partners
Tim emphasizes that clear product priorities and frequent software releases are key to maximizing engineering ROI.
Geoffrey Baird, Palladium Equity Partners
Explore why Geoffrey values building consistent programs to protect your firm from cybersecurity risks.
Amit Vij, Tech Mahindra
Amit believes mid-market companies can unlock AI’s potential by building strong data foundations.
Aaron Miller, Apollo Global Management
Aaron tackles a key challenge in private equity: ensuring returns on every dollar deployed into AI.
Ali Heron, GrowthCurve Capital
Learn how Ali utilizes AI across workflows and support centers to elevate the customer experience.
Kush Tulsidas, One Rock Capital Partners, LLC
Kush shares how in the next 3 years, 87% of companies will be using AI – if you’re not, you’re falling behind.
Gilad G. Amir, Pollen Street Capital
Gilad believes digital transformation in financial services must start with modernizing risk functions.
Meredith Ripley-Flynn, Salesforce
Meredith delves into digital value creation opportunities and how to embrace a change management mindset.
Tune in for: Human capital value creation
David Bonasia, Brookfield
David shares how Brookfield's operational focus is embedded in its DNA.
Karin O'Connor, Kellogg's
Karin shares how next-gen talent can elevate teams and create lasting impact. A “low ego, high impact” culture can drive value creation across organizations.
Marc Jourlait, The Riverside Company
Marc introduces the Ownership Works Program. This initiative empowers employees to become “employee-owners,” creating pathways to wealth and long-term value.
Nathalie Viens, CBRE
Nathalie explores the pivotal role of culture and leadership in shaping high-performing management teams.
Bala Ganesan, Oaktree Capital Management
Bala dives into why human capital is critical to his firm’s success and how consumers are seeking companies who deliver true value, and more.
Tracey Abbott, Tracey Abbott Enterprises
Tracey explores the four pillars of building a successful talent strategy, the operational impact of cultivating a positive firm culture, and more.
Tune in for: Finance value creation
Alessandro Moretti, Public Investment Fund
Alessandro emphasizes collaborative value creation plans, anchored by focused 100-day initiatives to drive impact, overcome resistance, and align stakeholders from day one.
Mark Billige, Simon-Kucher
In today’s uncertain market, Mark believes pricing strategies must return to fundamentals, helping companies sustain gains made during inflation without losing customer trust.
Tune in for: General value creation
Jawad Bhatti, AnaCap
GTM strategies in B2B SaaS are evolving rapidly, and Jawad emphasizes that aligning teams, embracing product-led growth, and leveraging AI are crucial for navigating an uncertain market.
James Markham, Graphite Capital
James sees the operating partner as a strategic coach, driving business insight, team strength, and early value planning in a tough mid-market climate.
Lorenzo Levi, CDPQ
Lorenzo believes navigating uncertainty requires adaptable teams, collaborative planning, and a generalist operating model that balances strategic insight with responsive execution.
Matt Baird, OMERS Private Equity Europe
Strong collaboration between operations and deal teams, built on trust, respect, and open communication, is central to Matt’s approach to value creation in private equity.