2024 PEI Operating Partners Forum New York

JMAN Group will be participating in the premier global gathering of PE operating partners

Tuesday-Wednesday October 22-23, 2024
Downtown Convene, 225 Liberty St, New York

Moderator

Christian Davis

Associate Partner, JMAN Group

Join us at PEI Operating Partners Forum New York, where industry leaders will meet to discuss the latest strategies for maximizing portfolio value. This is your opportunity to engage in thought-provoking discussions, build valuable relationships and gain insights from experts across the industry.

Key Highlights:

  • Focused on Value Creation: Explore best practices for optimizing portfolio performance
  • Networking Opportunities: Connect with peers and industry leaders
  • Knowledge Sharing: Learn from experts across functional areas
  • Cutting-Edge Discussions: Engage in debates on the most pressing issues facing investment and portfolio companies

Featured Panel Session:

Harnessing Data to Increase Enterprise Value Across All Stages of the Deal Cycle

Moderator: Christian Davis, Associate Partner, JMAN Group.
Date and Time: Wednesday, October 23, 2024, 2:00 – 2:40 PM

Panelists:

Dominic Gallello, Managing Director, Head of Digital & AI, Bridgepoint
Ishan Gammampila, Chief Data & Analytics Officer, Apax Partners
Subhi Sherwell, Operations Director, TPG 
Roxi Wen, Operating Partner, Insights Partners

This panel will explore how data can be leveraged to:

  • Gain deeper insights into target companies during diligence
  • Improve clarity and confidence in underlying performance drivers
  • Achieve a competitive advantage through data-driven decision-making
  • Accelerate opportunity identification and capture

Don’t miss this opportunity to network, learn, and drive value for your portfolio.

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Prep for Exit

Maximize valuation and de-risk transaction with robust, extensive and high-quality data
  • Does the target have the data assets required to drive value creation (including Al deployment)?
  • How do I get better data on my target and the wider market?

Value Creation

Accelerate Value Creation plan delivery using Data, Machine Learning & Gen Al
  • How do I use a data-driven approach to make my business more profitable?
  • How do I achieve as high a multiple as possible ?

Core Reporting

Track company performance and quantify value creation leavers with accurate real time data from automated systems
  • How can I get a real-time, detailed and consistent... view of my operational and financial metrics?
  • What is happening in our portfolio companies and across our fund?

Data Advisory

Balance short-term extraction of value from data with laying the right digital foundations.
  • How do I assess the maturity of my data foundations and value creation plan levers ?
  • How can I collaboratively create and deploy a roadmap of value-first initiatives that pay for future foundational investments?

Due Diligence

Understand target's market position and ability to execute their business plan
  • Does the target have the data assets required to drive value creation Including Al deployment ?
  • How do I get better data on my target and the wider market?