Conference Agenda
20 March
08:30-08:50
Workshop Registration
Moti Shahani
Managing Director,
Blue Ridge Partners
08:50-09:50
Breakfast Briefing: Revenue Growth Acceleration (Limited Participants)
09:50-10:30
Conference Registration & Networking
Raouf Fria
Co-Founder, Actum Group
10:30-10:35
Actum Welcome
10:35-10:45
Chair Opening Remarks
Tim Nixon
CEO, Management Consulting,
Teneo
Pia Heidenmark Cook
Senior Advisor, Teneo
10:45-11:15
Keynote: Driving Transformative Change in Unprecedented Times
11:15-12:00
THE ROLE OF SUSTAINABILITY IN VALUE CREATION
Heleen van Poecke (Moderator)
CEO and Co-Founder, KEY ESG
Maria Carradice
Managing Director, Specialist – ESG, Mayfair Equity Partners
Elsa Palanza
Global Head
of Sustainability & ESG, ICG
Dominica Adam
Chief Sustainability Officer,
Seven2
Yohan Hill
Director of ESG and Responsible
Investing, Adams Street Partners
Andy Burgess (Moderator)
Partner & Head of CFO Centre
of Excellence, KPMG
12:00-12:45
Sponsors & CFOs: Better Alignment for Greater Transformation
Gabriele Questa
Managing Director, KKR
Thomas Dixon
Managing Director,
Portfolio Operations,
Blackstone
Guillaume Genot
Finance Operating Advisor,
Towerbrook
Abhinav Trehan
MD, Head of Finance Portfolio
Operations Group, Five Arrows
Principal Investments
12:45-13:45
Networking lunch
Gurpreet Manku (Moderator)
CEO, Level20
13:45-14:15
Fireside Chat: Delivering Through Diversity
Ursula Burns
Chairwoman, Teneo and
Co-Founder of Integrum Holdings
14:15-15:00
Operational improvements and human capital: The role of technology and data analytics
Bryan Turner (Moderator)
Partner, Humatica
Nicole Jones
Talent Director,
Portfolio Support Group,
Advent International
Polly Barnes
Operating Partner People &
Talent, EQT
Séverine De Wulf
Managing Director
Portfolio Talent, Leadership
& Governance, PAI Partners
Alessandro Moretti
Head of Operational Value Creation,
Public Investment Fund
Bridget Walsh (Moderator)
Global Private Equity Leader, EY
15:00-15:45
Generative AI: Pioneering New Frontiers in Value Creation
Vipin Nair
Technology Operating Partner, KKR
Didem Ün Ateṣ
Senior Operating Advisor,
Goldman Sachs Asset Management
Tara Reeves
Managing Director,
Eurazeo
Anders Thulin
Partner, Head of Digital &
Technology Practice, Triton
Andrew Tarver
Founding Partner & Head of
Motive Create, Motive Partners
15:45-16:15
Afternoon Networking Coffee
Roberto Del-Maschio (Moderator)
CEO & Co-Founder,
Siena Partnership
16:15-17:00
In house & Independent Operating Partners – Accelerated Value Creation
Tim Cochrane
PARTNER-HEAD OF FPP,
Montagu
Elizabeth van den Berg
Executive Vice President,
Insight Partners
Veronica Delgado
Independent Operating Partner
Naresh Kumar
Independent Operating Partner
Dimitris Staikos
Independent Operating Partner
17:00-17:15
Closing Remarks
17:15-18:30
Drinks Reception
Conference Speakers
Abhinav Trehan
MD, Head of Finance Portfolio Operations Group, Five Arrows Principal Investments
Abhinav Trehan
Abhinav Trehan
MD, Head of Finance Portfolio Operations Group, Five Arrows Principal Investments
Alessandro Moretti
Head of Operational Value Creation, Public Investment Fund
He also worked in one of the largest consulting firms - the Boston Consulting Group (BCG) - for more than 10 years in Europe. Alessandro holds a Master of Business Administration (MBA) from Harvard Business School, a Master of Science from the Polytechnic University of Milan, and an Executive Certificate from MIT Sloan School of Management and Stanford Graduate School of Business.
Alessandro Moretti
Alessandro Moretti
Head of Operational Value Creation, Public Investment Fund
He also worked in one of the largest consulting firms - the Boston Consulting Group (BCG) - for more than 10 years in Europe. Alessandro holds a Master of Business Administration (MBA) from Harvard Business School, a Master of Science from the Polytechnic University of Milan, and an Executive Certificate from MIT Sloan School of Management and Stanford Graduate School of Business.
Anders Thulin
Partner, Head of Digital & Technology Practice, Triton
Anders Thulin
Anders Thulin
Partner, Head of Digital & Technology Practice, Triton
Andrew Tarver
Founding Partner & Head of Motive Create, Motive Partners
Prior to joining Motive, Andrew founded and co-founded several financial technology start-ups including Thought Machine (core banking solutions), Spoke Technologies (marketplace technology) and Sense (banking-as-a-service platform). Previously, Andrew served as the CEO at Capco UK, the business and technology management consultancy firm focused on forming the future of finance.
Andrew began his career working for Accenture, the global professional services company, where he served many financial services firms such as Goldman Sachs, UBS, and Merrill Lynch. During his tenure, Andrew helped to design and build trading platforms and supported the migration of an equity derivative trading business to a new market making technology solution.
Andrew Tarver
Andrew Tarver
Founding Partner & Head of Motive Create, Motive Partners
Prior to joining Motive, Andrew founded and co-founded several financial technology start-ups including Thought Machine (core banking solutions), Spoke Technologies (marketplace technology) and Sense (banking-as-a-service platform). Previously, Andrew served as the CEO at Capco UK, the business and technology management consultancy firm focused on forming the future of finance.
Andrew began his career working for Accenture, the global professional services company, where he served many financial services firms such as Goldman Sachs, UBS, and Merrill Lynch. During his tenure, Andrew helped to design and build trading platforms and supported the migration of an equity derivative trading business to a new market making technology solution.
Andy Burgess
Partner & Head of CFO Centre of Excellence, KPMG
Andy Burgess
Andy Burgess
Partner & Head of CFO Centre of Excellence, KPMG
Bridget Walsh
Global Private Equity Leader, EY
Since joining EY Bridget has developed and run several successful businesses, including the firm’s global PE Tax business. She is also a member of EY’s Global Practice Group. Bridget sits on the boards of British American Business and The Ireland Funds, Great Britain and is deeply engaged in promoting cross-border business.
Bridget Walsh
Bridget Walsh
Global Private Equity Leader, EY
Since joining EY Bridget has developed and run several successful businesses, including the firm’s global PE Tax business. She is also a member of EY’s Global Practice Group. Bridget sits on the boards of British American Business and The Ireland Funds, Great Britain and is deeply engaged in promoting cross-border business.
Bryan Turner
Partner, Humatica
Bryan has significant international business leadership, consulting and operational experience with public, private and PE owned companies. Bryan has led a number of significant business transformations including Organic and M&A growth initiatives, revenue optimisations, carve outs, digital transformations, and organisational optimisation activities across a wide range of industries.
Bryan holds a BSC (Eng) (Chem) from The University of the Witwatersrand and an MBA from INSEAD and enjoys sailing as well as coaching and refereeing rugby over the weekend.
Bryan Turner
Bryan Turner
Partner, Humatica
Bryan has significant international business leadership, consulting and operational experience with public, private and PE owned companies. Bryan has led a number of significant business transformations including Organic and M&A growth initiatives, revenue optimisations, carve outs, digital transformations, and organisational optimisation activities across a wide range of industries.
Bryan holds a BSC (Eng) (Chem) from The University of the Witwatersrand and an MBA from INSEAD and enjoys sailing as well as coaching and refereeing rugby over the weekend.
Didem Ün Ateṣ
Senior Operating Advisor, Goldman Sachs Asset Management
She recently served as the Vice President, AI Strategy & Innovation, for Schneider Electric. In addition to defining Schneider’s AI/ Generative AI Strategy and innovation roadmaps, her charter covered strategic partnerships, startups/VCs/PEs, academia, Data & AI upskilling, and Responsible & Sustainable AI.
Didem, a World Economic Forum AI Governance Alliance fellow, a Goldman Sachs Value Accelerator AI/ Generative AI Council Advisor, and a Forbes Tech Council member, is a passionate AI practitioner with multiple awards such as Tech Women 100 Champion and Trailblazer 50. She directly supported the birth and incubation of Microsoft Business AI Solutions at Microsoft Research and led Alice Envisions the Future/ Girls in AI Hackathons which has since been developed into several Diversity in AI programs across Microsoft and its Fortune500 customers and partners.
She has also lead operationalization of Responsible AI at Accenture, Microsoft Customer and Partner Solutions, and Schneider Electric, putting her energy towards the future of AI and Generative AI, operationalizing responsible and sustainable AI practices. Prior to Schneider, she headed Applied Strategy, Data & AI, at the Chief Data Office of Microsoft Customer and Partner Solutions, focusing on Microsoft’s largest Data, AI, and Metaverse engagements and partnerships including OpenAI.
Didem Ün Ateṣ
Didem Ün Ateṣ
Senior Operating Advisor, Goldman Sachs Asset Management
She recently served as the Vice President, AI Strategy & Innovation, for Schneider Electric. In addition to defining Schneider’s AI/ Generative AI Strategy and innovation roadmaps, her charter covered strategic partnerships, startups/VCs/PEs, academia, Data & AI upskilling, and Responsible & Sustainable AI.
Didem, a World Economic Forum AI Governance Alliance fellow, a Goldman Sachs Value Accelerator AI/ Generative AI Council Advisor, and a Forbes Tech Council member, is a passionate AI practitioner with multiple awards such as Tech Women 100 Champion and Trailblazer 50. She directly supported the birth and incubation of Microsoft Business AI Solutions at Microsoft Research and led Alice Envisions the Future/ Girls in AI Hackathons which has since been developed into several Diversity in AI programs across Microsoft and its Fortune500 customers and partners.
She has also lead operationalization of Responsible AI at Accenture, Microsoft Customer and Partner Solutions, and Schneider Electric, putting her energy towards the future of AI and Generative AI, operationalizing responsible and sustainable AI practices. Prior to Schneider, she headed Applied Strategy, Data & AI, at the Chief Data Office of Microsoft Customer and Partner Solutions, focusing on Microsoft’s largest Data, AI, and Metaverse engagements and partnerships including OpenAI.
Dimitris Staikos
Independent Operating Partner
Dimitris Staikos
Dimitris Staikos
Independent Operating Partner
Dominica Adam
Chief Sustainability Officer, Seven2
Her sustainability journey began in 2004 as an ESG analyst at Vigeo, a leading European non-financial agency, then in 2008, she joined AXA Group as Head of Environment, focusing on sustainability and climate change. Later, she moved to AXA's Property & Casualty (P&C) Global Insurance business, enhancing innovation, product design, and digital strategies.
In 2021, Dominica moved to Seven2 (previously Apax Partners) to advance sustainability within the private equity sector. She is active across the entire investment process and operationally supports portfolio companies in their sustainability transformations.
Dominica holds a Master's in Environment Development and Policy from Sussex University and a BA in Sociology from York University, UK.
Dominica Adam
Dominica Adam
Chief Sustainability Officer, Seven2
Her sustainability journey began in 2004 as an ESG analyst at Vigeo, a leading European non-financial agency, then in 2008, she joined AXA Group as Head of Environment, focusing on sustainability and climate change. Later, she moved to AXA's Property & Casualty (P&C) Global Insurance business, enhancing innovation, product design, and digital strategies.
In 2021, Dominica moved to Seven2 (previously Apax Partners) to advance sustainability within the private equity sector. She is active across the entire investment process and operationally supports portfolio companies in their sustainability transformations.
Dominica holds a Master's in Environment Development and Policy from Sussex University and a BA in Sociology from York University, UK.
Elizabeth van den Berg
Executive Vice President, Insight Partners
She is the driving force behind the most powerful VC/PE CXO network that connects portfolio companies and the Fortune 500. She is a strategic advisor to C-level technology executives of the world’s largest companies.
As a board member and advisor, Elizabeth leverages her leadership, strategy and business development expertise to drive corporate partnerships and strategic alliances that help navigate the next stage of growth for portfolio companies.
Before Insight Partners, Elizabeth served in several key positions at startups and large corporates in her career in the technology industry, including at iRise, Barclays, Ladbrokes Coral, Hiscox, AOL, and Sky. Originally South African, Elizabeth holds a Bachelor of Science from the University of Pretoria and an MBA from the University of Cambridge.
She has a passion for mountaineering and skiing and is the mother of 2 young boys.
Elizabeth van den Berg
Elizabeth van den Berg
Executive Vice President, Insight Partners
She is the driving force behind the most powerful VC/PE CXO network that connects portfolio companies and the Fortune 500. She is a strategic advisor to C-level technology executives of the world’s largest companies.
As a board member and advisor, Elizabeth leverages her leadership, strategy and business development expertise to drive corporate partnerships and strategic alliances that help navigate the next stage of growth for portfolio companies.
Before Insight Partners, Elizabeth served in several key positions at startups and large corporates in her career in the technology industry, including at iRise, Barclays, Ladbrokes Coral, Hiscox, AOL, and Sky. Originally South African, Elizabeth holds a Bachelor of Science from the University of Pretoria and an MBA from the University of Cambridge.
She has a passion for mountaineering and skiing and is the mother of 2 young boys.
Elsa Palanza
Global Head of Sustainability & ESG, ICG
Elsa Palanza
Elsa Palanza
Global Head of Sustainability & ESG, ICG
Gabriele Questa
Managing Director, KKR
Gabriele Questa
Gabriele Questa
Managing Director, KKR
Guillaume Genot
Finance Operating Advisor, Towerbrook
Guillaume Genot
Guillaume Genot
Finance Operating Advisor, Towerbrook
Gurpreet Manku
CEO, Level20
Gurpreet Manku
Gurpreet Manku
CEO, Level20
Heleen van Poecke
CEO and Co-Founder, KEY ESG
Heleen co-founded KEY ESG and, using her practitioner knowledge, her ESG know-how, and her SaaS expertise, she created new tools to measure, manage, and report on ESG performance. Heleen is now CEO for KEY ESG, while acting as the designated ESG board member on 4 of her active investments. Heleen holds a Masters in Economics from Erasmus University Rotterdam and an MBA from Harvard Business School.
Heleen van Poecke
Heleen van Poecke
CEO and Co-Founder, KEY ESG
Heleen co-founded KEY ESG and, using her practitioner knowledge, her ESG know-how, and her SaaS expertise, she created new tools to measure, manage, and report on ESG performance. Heleen is now CEO for KEY ESG, while acting as the designated ESG board member on 4 of her active investments. Heleen holds a Masters in Economics from Erasmus University Rotterdam and an MBA from Harvard Business School.
Maria Carradice
Managing Director, Specialist – ESG, Mayfair Equity Partners
Prior to Mayfair Maria worked at LDC where she advised LDC and its portfolio companies on a wide range of M&A structuring, tax, operational and accounting issues as well as advising on fund structuring and related investor issues. Prior to that Maria worked for both Deloitte and Arthur Andersen in their private equity and international M&A groups.
Maria is a qualified accountant, tax and treasury adviser, has a first-class honours degree in Chemistry from The University of Surrey, a PhD in Nanotechnology from Cambridge University and is a member of the Chartered Institute of Taxation. Maria is also a member of the British Venture Capital Association’s Tax Committee and Responsible Investing Advisory Group.
Maria Carradice
Maria Carradice
Managing Director, Specialist – ESG, Mayfair Equity Partners
Prior to Mayfair Maria worked at LDC where she advised LDC and its portfolio companies on a wide range of M&A structuring, tax, operational and accounting issues as well as advising on fund structuring and related investor issues. Prior to that Maria worked for both Deloitte and Arthur Andersen in their private equity and international M&A groups.
Maria is a qualified accountant, tax and treasury adviser, has a first-class honours degree in Chemistry from The University of Surrey, a PhD in Nanotechnology from Cambridge University and is a member of the Chartered Institute of Taxation. Maria is also a member of the British Venture Capital Association’s Tax Committee and Responsible Investing Advisory Group.
Moti Shahani
Managing Director, Blue Ridge Partners
Moti Shahani
Moti Shahani
Managing Director, Blue Ridge Partners
Naresh Kumar
Independent Operating Partner
Naresh Kumar
Naresh Kumar
Independent Operating Partner
Nicole Jones
Talent Director, Portfolio Support Group, Advent International
She has a BA (Hons) from Queens University and an International MBA from Schulich School of Business in Canada.
Nicole works across Advent's European portfolio, including Donte Group (formerly Vitaldent), Evri (formerly Hermes UK), IDEMIA, Mediq, Planet, Rubix (formerly IPH-Brammer), TK Elevator and Williams Lea Tag.
Nicole Jones
Nicole Jones
Talent Director, Portfolio Support Group, Advent International
She has a BA (Hons) from Queens University and an International MBA from Schulich School of Business in Canada.
Nicole works across Advent's European portfolio, including Donte Group (formerly Vitaldent), Evri (formerly Hermes UK), IDEMIA, Mediq, Planet, Rubix (formerly IPH-Brammer), TK Elevator and Williams Lea Tag.
Pia Heidenmark Cook
Senior Advisor, Teneo
Prior to Teneo, Pia was the Chief Sustainability Officer for IKEA, where she led the development and implementation of the IKEA People and Planet Positive strategy. Her cross-functional team worked closely with the business on developing circular business models (including take back offers, leasing and second hand), launching new sustainable offers (such as selling solar panels across 14 markets) and helping customers to live more sustainable and healthier lives. During this time, IKEA ranked in the top three most sustainable brands and managed to decouple carbon dioxide emissions from its commercial growth across the value chain.
Pia has worked with sustainability in the corporate sector for over 25 years and, since leaving IKEA, combines senior advisory with board non-executive roles including Bupa, MAX Burgers and Origin Materials.
Pia Heidenmark Cook
Pia Heidenmark Cook
Senior Advisor, Teneo
Prior to Teneo, Pia was the Chief Sustainability Officer for IKEA, where she led the development and implementation of the IKEA People and Planet Positive strategy. Her cross-functional team worked closely with the business on developing circular business models (including take back offers, leasing and second hand), launching new sustainable offers (such as selling solar panels across 14 markets) and helping customers to live more sustainable and healthier lives. During this time, IKEA ranked in the top three most sustainable brands and managed to decouple carbon dioxide emissions from its commercial growth across the value chain.
Pia has worked with sustainability in the corporate sector for over 25 years and, since leaving IKEA, combines senior advisory with board non-executive roles including Bupa, MAX Burgers and Origin Materials.
Polly Barnes
Talent Operating Partner, EQT
Polly Barnes
Polly Barnes
Talent Operating Partner, EQT
Raouf Fria
Co-Founder, Actum Group
He started his career in business information and intelligence with Marcus Evans, where he ran their capital markets and energy events division, with teams spanning across Europe, Americas and MENA.
In 2013 he joined Perfect Information, before its acquisition by Acuris (fka Mergermarket Group). Over a period of 8 years, he occupied various leadership roles across commercial, product and technology.
Raouf co-founded Actum Group having identified a gap in the market around the provision of reliable data and insights on value creation for the private equity community. He has a keen interest in PE as a whole, value creation more specifically, technological advancements and the industry’s resolute commitment to a broader positive impact.
Raouf Fria
Raouf Fria
Co-Founder, Actum Group
He started his career in business information and intelligence with Marcus Evans, where he ran their capital markets and energy events division, with teams spanning across Europe, Americas and MENA.
In 2013 he joined Perfect Information, before its acquisition by Acuris (fka Mergermarket Group). Over a period of 8 years, he occupied various leadership roles across commercial, product and technology.
Raouf co-founded Actum Group having identified a gap in the market around the provision of reliable data and insights on value creation for the private equity community. He has a keen interest in PE as a whole, value creation more specifically, technological advancements and the industry’s resolute commitment to a broader positive impact.
Roberto Del-Maschio
CEO & Co-Founder, Siena Partnership
Roberto’s background spans fifteen years in an executive recruitment and consulting supporting the transformation and growth of private equity backed and listed businesses. Over this time, he has worked with some of the top 50 PE firms globally to deliver strategic executive and interim hires and team builds for complex transformation, Carve Out, and M&A programmes.
Roberto Del-Maschio
Roberto Del-Maschio
CEO & Co-Founder, Siena Partnership
Roberto’s background spans fifteen years in an executive recruitment and consulting supporting the transformation and growth of private equity backed and listed businesses. Over this time, he has worked with some of the top 50 PE firms globally to deliver strategic executive and interim hires and team builds for complex transformation, Carve Out, and M&A programmes.
Séverine De Wulf
Managing Director Portfolio Talent, Leadership & Governance, PAI Partners
Séverine De Wulf
Séverine De Wulf
Managing Director Portfolio Talent, Leadership & Governance, PAI Partners
Tara Reeves
Managing Director, Eurazeo
Tara Reeves
Tara Reeves
Managing Director, Eurazeo
Tim Cochrane
PARTNER-HEAD OF FPP, Montagu
Tim Cochrane
Tim Cochrane
PARTNER-HEAD OF FPP, Montagu
Tim Nixon
CEO, Management Consulting, Teneo
As well as leading Teneo’s Management Consulting business, Tim’s client focus is advising leading technology firms and industry investors on critical issues, including strategy development, top-line growth, performance improvement and M&A. He has deep expertise in topics such as technology growth strategies, cloud transformation, technology pricing, offshore strategies and complex programme delivery.
He was previously a Partner with Credo, a boutique strategy consulting firm in London, which was founded in 1999 and acquired by Teneo in 2017.
Tim Nixon
Tim Nixon
CEO, Management Consulting, Teneo
As well as leading Teneo’s Management Consulting business, Tim’s client focus is advising leading technology firms and industry investors on critical issues, including strategy development, top-line growth, performance improvement and M&A. He has deep expertise in topics such as technology growth strategies, cloud transformation, technology pricing, offshore strategies and complex programme delivery.
He was previously a Partner with Credo, a boutique strategy consulting firm in London, which was founded in 1999 and acquired by Teneo in 2017.
Thomas Dixon
Managing Director, Portfolio Operations, Blackstone
Before joining Blackstone, Mr. Dixon worked at Alvarez & Marsal, Deloitte and EY leading performance improvement projects for PE portfolio companies.
Mr. Dixon graduated from the University of Manchester Institute of Science and Technology (UMIST) with a BSc in Management (International Studies) and is a member of the Institute of Chartered Accountants of Scotland (ICAS).
Thomas Dixon
Thomas Dixon
Managing Director, Portfolio Operations, Blackstone
Before joining Blackstone, Mr. Dixon worked at Alvarez & Marsal, Deloitte and EY leading performance improvement projects for PE portfolio companies.
Mr. Dixon graduated from the University of Manchester Institute of Science and Technology (UMIST) with a BSc in Management (International Studies) and is a member of the Institute of Chartered Accountants of Scotland (ICAS).
Ursula Burns
Chairwoman, Teneo and Co-Founder of Integrum Holdings
Burns was the Chairman of the Board of Xerox Corporation from 2010 to 2017 and Chief Executive Officer from 2009 to 2016, after having been appointed President in 2007. Burns joined Xerox as a summer intern in 1980 and has since held leadership posts spanning corporate services, manufacturing and product development. During Burns’ tenure as Chief Executive Officer, Burns helped the company transform from a global leader in document technology to the world’s most diversified business services company serving enterprises and governments of all sizes. Shortly after being named CEO in 2009, Burns spearheaded the largest acquisition in Xerox history, the $6.4 billion purchase of Affiliated Computer Services.
In 2016, Burns led Xerox through a successful separation into two independent, publicly traded companies – Xerox Corporation, which is comprised of the company’s Document Technology and Document Outsourcing businesses, and Conduent Incorporated, a business process services company. After her retirement from Xerox, Burns was appointed as Chairman of VEON, Ltd. in 2017. Burns became Chairman and CEO in December 2018 until June 2020. During her tenure at VEON, Burns successfully steered the company through various compliance and restructuring changes.
Burns is a member of the Uber Technologies, Inc., Endeavor Group Holdings, Inc., and IHS Holdings Board of Directors. She is also a founding partner of Integrum Holdings, a private equity firm, Non-Executive Chairman of Teneo Holdings LLC, and the Executive Chairman of Plum Acquisition Corp I. In addition, Burns is on several private company boards, while also providing leadership counsel to several other community, educational and non-profit organizations including the Ford Foundation, the Massachusetts Institute of Technology (MIT) Corporation, Cornell Tech Board of Overseers, the Metropolitan Museum of Art, and the Mayo Clinic amongst others. She’s also on the Board Diversity Action Alliance, leading an effort to support diversity on corporate boards.
U.S. President Barack Obama appointed Burns to lead the White House national program on Science, Technology, Engineering and Math (STEM) from 2009 – 2016, and Burns served as Chair of the President’s Export Council from 2015 – 2016 after service as Vice Chair from 2010 – 2015. In February 2022, Burns joined the U.S. Department of Commerce’s Advisory Council on Supply Chain Competitiveness as Vice Chair.
Burns holds a master’s degree in mechanical engineering from Columbia University and a bachelor’s degree in mechanical engineering from Polytechnic Institute of New York University. Burns is a member of the National Academy of Engineering, American Academy of Arts and Sciences, Royal Academy of Engineering and the G7 Gender Equity Advisory Council.
Ursula Burns
Ursula Burns
Chairwoman, Teneo and Co-Founder of Integrum Holdings
Burns was the Chairman of the Board of Xerox Corporation from 2010 to 2017 and Chief Executive Officer from 2009 to 2016, after having been appointed President in 2007. Burns joined Xerox as a summer intern in 1980 and has since held leadership posts spanning corporate services, manufacturing and product development. During Burns’ tenure as Chief Executive Officer, Burns helped the company transform from a global leader in document technology to the world’s most diversified business services company serving enterprises and governments of all sizes. Shortly after being named CEO in 2009, Burns spearheaded the largest acquisition in Xerox history, the $6.4 billion purchase of Affiliated Computer Services.
In 2016, Burns led Xerox through a successful separation into two independent, publicly traded companies – Xerox Corporation, which is comprised of the company’s Document Technology and Document Outsourcing businesses, and Conduent Incorporated, a business process services company. After her retirement from Xerox, Burns was appointed as Chairman of VEON, Ltd. in 2017. Burns became Chairman and CEO in December 2018 until June 2020. During her tenure at VEON, Burns successfully steered the company through various compliance and restructuring changes.
Burns is a member of the Uber Technologies, Inc., Endeavor Group Holdings, Inc., and IHS Holdings Board of Directors. She is also a founding partner of Integrum Holdings, a private equity firm, Non-Executive Chairman of Teneo Holdings LLC, and the Executive Chairman of Plum Acquisition Corp I. In addition, Burns is on several private company boards, while also providing leadership counsel to several other community, educational and non-profit organizations including the Ford Foundation, the Massachusetts Institute of Technology (MIT) Corporation, Cornell Tech Board of Overseers, the Metropolitan Museum of Art, and the Mayo Clinic amongst others. She’s also on the Board Diversity Action Alliance, leading an effort to support diversity on corporate boards.
U.S. President Barack Obama appointed Burns to lead the White House national program on Science, Technology, Engineering and Math (STEM) from 2009 – 2016, and Burns served as Chair of the President’s Export Council from 2015 – 2016 after service as Vice Chair from 2010 – 2015. In February 2022, Burns joined the U.S. Department of Commerce’s Advisory Council on Supply Chain Competitiveness as Vice Chair.
Burns holds a master’s degree in mechanical engineering from Columbia University and a bachelor’s degree in mechanical engineering from Polytechnic Institute of New York University. Burns is a member of the National Academy of Engineering, American Academy of Arts and Sciences, Royal Academy of Engineering and the G7 Gender Equity Advisory Council.
Veronica Delgado
Independent Operating Partner
Prior, while in the consumer industry, she focused on value creation through tech and digital innovation, consequently leading market expansion initiatives and the creation of elevated customer experiences to grow companies such as Ralph Lauren, J.Crew, Bluefly, and Disney. Veronica started her career at Citigroup working on financial advisory and transaction due diligence for large cap tech, consumer, and healthcare companies.
Veronica has an MBA from The Wharton School of the University of Pennsylvania and a BS in Economics from Duke University.
Veronica Delgado
Veronica Delgado
Independent Operating Partner
Prior, while in the consumer industry, she focused on value creation through tech and digital innovation, consequently leading market expansion initiatives and the creation of elevated customer experiences to grow companies such as Ralph Lauren, J.Crew, Bluefly, and Disney. Veronica started her career at Citigroup working on financial advisory and transaction due diligence for large cap tech, consumer, and healthcare companies.
Veronica has an MBA from The Wharton School of the University of Pennsylvania and a BS in Economics from Duke University.
Vipin Nair
Technology Operating Partner, KKR
Vipin Nair
Vipin Nair
Technology Operating Partner, KKR
Yohan Hill
Director of ESG and Responsible Investing, Adams Street Partners
Yohan Hill
Yohan Hill
Director of ESG and Responsible Investing, Adams Street Partners
Lead Sponsor
Teneo is the global CEO advisory firm, with 1,500 staff over 40 offices. Our Private Equity Growth practice area exists solely to accelerate Enterprise Value addition for PE-backed assets. We have 40 fully-specialised staff in Europe and the US, and pride ourselves on our track record of real results for our investor clients.
Co-Sponsors
Blue Ridge Partners
Blue Ridge Partners is a global management consulting firm exclusively focused on helping companies accelerate profitable revenue growth. We have worked with more than 1,000 companies to improve their strategic understanding of markets and customers, deepen and expand their customer relationships, and enhance marketing and sales performance.
Our clients include over 130 private equity firms and their portfolio companies – supporting them during deal evaluation, due diligence, and post-acquisition. We have a reputation for helping companies grow faster by rolling up our sleeves,working collaboratively, and delivering measurable impact quickly and more efficiently than large consultancies.
EY
Our global private equity team can help you identify, invest in and transform companies to create more value across your portfolio, at every step of your transaction lifecycle. What separates the best private equity firms from the rest is their ability to spot the right opportunities, find profitable paths to growth, execute strategies that create more value, and achieve the best possible exit — again and again.
EY teams can help increase your ability to create value and maximize return on investment by bringing the skills, technical knowledge, and senior industry experience you need. We’re ready to assemble and deploy teams of people to work at your side from day one of an assignment. It’s all part of our commitment to the transformative power of private equity.
Humatica
Humatica helps private equity backed companies achieve outstanding investment returns with minimal risk.
We help sponsors and portfolio company leaders master the challenge of delivering ambitious value creation plans by working collaboratively with all stakeholders to align the organization and activate it for success.
Humatica’s tool-supported services and big-data benchmarks put hard facts around the critical behaviours and management practices that drive value creation for all stakeholders.
Our fact-based transparency, coupled with deep leadership experience, enables rapid consensus on pragmatic improvements to activate organizations and deliver alpha.
KEY ESG
KEY ESG is a UK-based software platform which automates and optimises the collection, reporting and improvement of ESG and carbon accounting data. We work with fund managers across private and public markets and their portfolio companies. Our modular solutions are flexible to meet the needs of different levels of ESG maturity, company size and complexity. As an official technology partner of the ESG Data Convergence Initiative (EDCI), our users can feed their ESG data directly into the EDCI data collection portal seamlessly via our platform.
ESG regulations and frameworks and constantly evolving and there is increasing focus on carbon emissions and ESG practices from governments, regulatory bodies and consumers. Long term value creation for both investors and companies relies on good ESG processes from data disclosure to improvement actions. KEY ESG’s simple, intuitive platform solves the inefficiency and inaccuracy of historic ESG management processes. Our data conversion calculators, framework libraries and reporting functionality empower businesses to make data-driven decisions about ESG improvements and build a more sustainable future.
KPMG
We can help you understand the risks and upside opportunities of a deal and understand where enterprise value can be improved. Ahead of a divestment, we can help you build a compelling plan for change, backed by data. We provide you with end-to-end delivery – from identifying where potential lies to implementing the programmes to release it.
An integrated team working at deal speed
Our team brings together commercial, financial, operational and data science experts. And we give you access to KPMG’s global network of experts on everything from operations and customer experience, to corporate finance and tax.
Next-level insights using advanced analytics and data science
Our comprehensive library of real-time and high-frequency data enables us to uncover key indicators of potential. And our huge bank of analysis enables us to deliver deep insights in weeks rather than months.
A holistic, end-to-end approach to value creation.
Whether you’re buying, selling or holding, we help you identify potential and provide practical hands-on delivery of performance improvement programmes.
Siena Partnership
Siena Partnership is a boutique consultancy providing executive search, interim management, delivery teams and advisory services to Private Equity and their portfolio companies. We connect high-performing transformation and change agents from technology, change, finance and operations across multiple sectors.
Lunch Sponsor
JMAN Group
JMAN is a commercial data partner that specializes in maximizing returns for private equity funds and their portfolio companies. We partner with our clients to address the growing need for investment decisions and value creation initiatives to be backed by reliable, real-time data. When companies partner with JMAN, we combine our data science and data engineering expertise with our deep commercial understanding to deliver tangible high value outcomes at pace.
Founded in 2013, JMAN has a global footprint with offices in New York, London and Chennai. Our team of nearly 300 experts partner with more than 80 private equity funds and over 150 portfolio companies. Nearly 85% of our business is from recurring partnerships with our clients.
Lanyard Sponsor
Coppett Hill Growth Advisory
Coppett Hill Growth Advisory is a technology-enabled advisor to investor-backed businesses, helping them to accelerate customer acquisition and make strategic decisions. Recently launched by Dave Kirby, previously a partner at mid-market investor Livingbridge, Coppett Hill combines its senior team’s experience as both operators and investors with proprietary technology to find insights and inspire change for their clients. They have already worked with some of the UK’s most exciting and impressive companies across a range of B2B and B2C industry sectors.
A key strength of Coppett Hill’s rapidly-growing team is to support investor-backed businesses in the early stages of a new investment period, to develop the customer acquisition inputs for a value creation plan and to bridge any gap in understanding between the board and the marketing leader. The Coppett Hill team regularly share valuable content based on concepts and tools that they’ve found to be consistently helpful when trying to accelerate business growth.