Forum agenda

Sessions run from morning through evening with breaks between speakers and panels.

Download The Agenda

Morning Sessions

( From 8am to 1:30pm )

08:00 – 09:00

Chair:
Breakfast Briefing

08:30 – 09:15

Chair:
Conference Registration & Networking

09:15 – 09:20

Chair:
Actum Welcome

Raouf Fria,   Co-Founder & Chief Product Officer, Actum Group

‍

09:20 – 09:30

Chair:
Chair Opening Remarks

10:15 – 10:45

Chair:
Networking Break

10:45 – 11:30

Supply Chain Stream
Chair:
Creating Value Through Procurement Excellence

• Procurement as EBITDA engine
• The 90-day procurement sprint
• Portfolio buying power as competitive advantage

‍

  • Kevin Barnes,   MD, Portfolio Chief Procurement Officer, BC Partners
  • Seth Brody,   Partner, Global Head of Operational Excellence, Apax
  • Amanda Good,   Partner & Head of Value Creation, Searchlight Capital
  • Greg Pappas,   MD, Portfolio Support, Berkshire Partners
  • Timothy Menzie,   Operating Partner, Ardian
Revenue Growth Stream
Chair:
Value-Based Pricing in Fragmented Markets

• Improving pricing power and margins
• Using customer value perception to drive margin expansion
• Practical pricing strategies for scalable portfolio growth

‍

  • David Buckey,   MD, Head of Growth Acceleration, General Atlantic
  • Ingrid Hammond,   Operating Partner, Portfolio Group, Bain Capital
  • Russ Trpkovski,   Operating Partner, CVC
  • Hilary Headlee,   Operating Partner, Insight Partners
  • Jeanne Chen,   Managing Director, Cinven
  • Eric Brotman,   Senior MD & Head of Partner Engagement, Blue Owl

‍

12:15 – 13:30

Chair:
Networking Lunch & Private Lunch
Private Lunch
Chair:
The Early Advantage: Speed, Precision, and Outsized Returns in PE Value Creation, Invitation only, Lunch hosted by Oliver Wyman
  • Apurva Nair, Partner, Private Capital, Oliver Wyman
  • ‍‍Kevin Hauser, Partner, Transportation & Advanced Industrials, Oliver Wyman‍
  • ‍Rich Sheinfeld, Partner, Performance Transformation, Oliver Wyman

Afternoon sessions

( From 1:30pm to 7pm )

13:30 – 14:15

Tech & Gen AI stream
Chair:
No Data, No AI, No Value: Building the Foundations for Real Impact

• From hype to operational impact: where AI is already creating
measurable value
• Data as the new competitive moat
• Preparing portfolio companies for AI adoption through data
governance

‍

Raj Kushwaha,   MD, Value Creation Head & Chief Digital Officer,
Warburg Pincus
Fabio Ficano,   MD, AI and Innovation Group, Ares Management
Alexandra Lutz,   Managing Director, Value Creation, EQT
Stuart Sim, MD,   Head of AI, Silver Lake Partners
Lloyd Hilton,   Head of Hg Catalyst, Hg

‍

Office of the CFO stream
Chair:
The New CFO Playbook for Growth and Value

• The evolving CFO: from financial steward to value creation driver
• CFOs as translators between operations, technology, and investors
• The war for finance talent in PE-backed businesses

‍

Brian Chu,   Partner and Head of Performance, Apollo
Anne Huemme,   Portfolio CFO, Head of Portfolio Finance, Hg
Subhi Sherwell,   MD Operations, TPG
Lakshman Charanjiva,   Partner, Head of Portfolio Operations, BC Partners
Michael DeVeau,   Chief Financial Officer, IFF / CVC PortCo

‍

14:15 – 15:00

Tech & Gen AI stream
Chair:
Cloud as a Core Value Driver

• Assessing cloud maturity and tech infrastructure during due
diligence
• Leveraging cloud and AI to accelerate growth and portfolio
performanc

‍

Thomas Charles David Jr,   Technology Operating Partner, Thoma
Bravo
Kelly Breitenbecher,   Chief Portfolio Technology Officer, Leonard
Green & Partners
Tyler Modell,   Head of Technology and Security, Searchlight Capital
Jessica Ross,   Operating Partner, Digital Strategy, Apax
Chris Satchell,   Head of Portfolio Technology, CD&R

‍

Office of the CFO stream
Chair:
Driving Measurable Impact Through Digital Change

• How CFOs in portfolio companies are accelerating digital change
• Automating processes and improving operational efficiency
across portfolios

‍

Todd Novak,   MD and Head of Portfolio Finance, MDP
Philippe El Khazen,   Operating Partner, Valor Equity Partners
Rebeca Sanchez Sarmiento,   Finance Operating Partner, Sixth Street
Jay Epstein,   MD & CFO Advisor, Warburg Pincus
Bill Koefoed,   Chief Financial Officer, OneStream / HG PortCo

‍

15:00 – 15:30

Chair:
Networking break

15:30 – 16:15

Chair:
Developing Leaders to Unlock Portfolio Performance

• The talent gap: professionalization versus entrepreneurial culture
• Upskilling existing teams versus replacing leadership in portfolio companies
• Gen Z expectations: culture, purpose, and flexibility impact on productivity

‍

John Kelleher,   Managing Partner & Global Head of Operating Team, CVC
Tracey Byrne,   Operating Partner, Apollo
Mark Gillett,   MD & Head of Value Creation, Silver Lake
Lauren Heller,   Managing Director, TPG
Marco Mendes,   MD & Head of Portfolio Support Group, Advent International

‍

16:15 – 16:45

Chair:
Fireside Chat — Leadership Resilience and the Power of Teams

Tony La Russa, Former Manager Chicago White Sox & Three-Time World Series Champion

‍

16:45 – 17:00

Chair:
Closing Remarks

17:00 – 19:00

Chair:
Drinks reception