Events

PEI Operating Partners Forum 2025

Location: New York City, USA Date: October 29—30, 2025

Overview

The Operating Partners Forum, organized by Private Equity International, is the premier global event dedicated to private equity value creation, taking place on October 29—30 at Convene Brookfield Place in New York City. This forum gathers more than 500 leading operating partners to share insights and strategies on optimizing portfolio performance and enhancing operational efficiencies.

This event will also feature a roundtable discussion moderated by our partner, Rich Sheinfeld. We are honored to be a principal sponsor of this year’s edition of the Operating Partners Forum.

Register here to secure your spot for this exclusive event.

Session

October 30, 2:00 p.m.—2:40 p.m. ET

How Operating Partners Collaborate Across Functions To Deliver The Value Creation Plan

Moderated by Rich Sheinfeld, a partner within Oliver Wyman’s Performance Transformation Practice, this roundtable discussion will focus on the essential role of operating partners in driving value creation within private equity. The session will feature industry experts from various leading firms, who will share insights and strategies to enhance collaboration across functions.

The session will cover:

  • Clear strategies for engaging portfolio leaders: Share successful strategies to engage portfolio leaders, ensuring the goals are both ambitious and achievable.
  • Key metrics for value realization: Discuss critical metrics that link strategic initiatives with profit and loss impact, promoting accountability and transparency.
  • Driving engagement and momentum: Highlight practical methods for fostering engagement and maintaining momentum within portfolio companies, encouraging cross-functional collaboration.
  • Future trends in operational collaboration: Explore emerging trends or technologies that supports cross-functional collaboration in private equity operations.

 

Moderator: Rich Sheinfeld, partner, Oliver Wyman

Speakers: Ellen Williams, vice president of Growth Acceleration Group, General Atlantic; Jay Epstein, managing director and CFO advisor, Warburg Pincus; Katelyn Moorhead, director of procurement, GTCR; Michael Lyons, vice president of value creation, Brighton Park Capital

    

Meet The Team