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 focused on private equity value creation. Held on October 29–30 at Convene Brookfield Place in New York City, the forum brought together more than 500 leading operating partners to share insights and strategies for optimizing portfolio performance and enhancing operational efficiency.

The event also featured a roundtable discussion moderated by our partner, Rich Sheinfeld. We were honored to serve as a principal sponsor of this year’s Operating Partners Forum.

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 focused on the essential role of operating partners in driving value creation within private equity. The session featured industry experts from various leading firms, who shared insights and strategies to enhance collaboration across functions.

The session covered:

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

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