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:

Identifying the Metrics that Matter

Moderator: Harrison Tull, Associate Partner, JMAN Group
Date and Time: October 29, 2025, 3:50 PM – 4:30 PM

Panelists:
Ethan Levner, Group Chief Financial Officer, GLAS
Trish Unwin, Chief People & Technology Officer, Keter Environmental Services
Roxi Wen, Operating Partner, Insight Partners 

The journey to a successful exit begins with a clear understanding of what the market will demand.

In this panel discussion, you’ll hear how management and operators can use data to focus on maximizing value creation throughout the whole investment lifecycle. We’ll explore how aligning all teams around high-quality information and understanding data availability and quality has become essential in today’s Private Equity landscape.

Key Learning Outcomes:

• Understand how data can effectively connect the initial investment thesis with value creation strategies and on-the-ground operational realities.
• Learn how to leverage data to build a compelling equity story for potential buyers and guide strategic decisions on resource allocation.
• Discover how AI is evolving beyond traditional metrics to enable more agile and profitable decisions across your portfolio companies.

Don’t miss this opportunity to gain a deeper understanding of how data and AI tools are empowering Operating Partners.