PE-Backed CEO Summit

AGENDA

8:30 – 9:00 am ET

Registration and Networking

9:00 – 9:10 am ET

Welcome

9:10 – 10:00 am ET

The Fred Hassan Playbook: How A Master CEO Builds Value

Fred Hassan, Director, Warburg Pincus; Former Chairman and CEO, Schering-Plough Corporation 

Tackling a PE-backed company turnaround is a challenge at any time, but the drumbeat of the miracle market, skyrocketing valuations and once-in a generation technology-driven disruptions have combined to create a suite of challenges—and opportunities—unlike any other. Fred Hassan, one of the truly legendary CEOs of our era, has spent time building extraordinary value at some of the most complex, innovative companies on earth and also at the heart of one of the world’s top PE houses. He’ll share frank perspectives and essential techniques from his journey to help hone your edge and get your ready for 2022. From recruiting the best people to striking the right deal, you won’t want to miss Fred’s unique take on leadership. 

10:00 – 10:45 am ET

Addressing the Talent Tsunami with Transformative Leadership

Ted Bililies, Managing Director and Chief Talent Officer, AlixPartners

Demand for the right talent is swiftly outstripping supply as people have grown far more selective about who they want to work for. With competition heating up for the talent required to successfully navigate disruption, executives are wondering how their organizations’ already strained talent-sourcing resources can cope. So how can you address the forecasted tsunami of talent turnover? Leadership and culture are two of the most powerful forces to attract and retain talent. Ted Bilillies, an internationally recognized expert on leadership and organization development, will share examples of transformative leadership in action to help you evaluate your own leadership skills and embrace the fact that workforce planning will look very different in 2022.

10:45 – 11:10 am ET

Networking Break

11:10 am – Noon ET

Building Great Cultures in PE-Backed Environments

John Howe, CEO, Manna Pro Products, LLC, a Carlyle company

The business literature is full of advice on building a sustainable business that withstands the tests of time, on nurturing relationships that endure and crafting a team culture built over time on trust. How does a PE-Backed CEO square these ideas with the shortened time frames and inevitable change in ownership demanded by PE investors? How do you recruit great people, create alignment and instill a sense of shared mission given the accelerated pace needed? This session will explore the unique tensions faced by PE-backed CEOs but rarely discussed, along with best practices you can implement to build a strong culture in harmony with key stakeholders.

Noon – 1:15 pm ET

Lunch and Workshops

Fred Hencke, Senior Vice President, The Segal Group  

The mantra “Grow Digitally or Die Traditionally” applies to more and more companies in the current market, and PE acquisitions are not immune. The challenge is that PE-owned companies usually have a shorter timeframe in which to see results and build measureable value – often just 3-5 years before next transaction. The focus will be on the increased value a digitally mature company can bring when it is time to sell. 

This workshop will look at how to choose a digital path that makes sense using the SCORE solution approach, ways to shorten the digital journey, and what impact talent issues, including the current shortage, can have on planned results.  

Tara Bilby, Executive Director, Global Transaction Advisory Group, Alvarez & Marsal Data Intelligence Gateway 

Mishelle Weinerman, Executive Director, Global Transaction Advisory Group, Alvarez & Marsal Data Intelligence Gateway 

It’s an age-old question: how do you best identify new deal ideas and add-on acquisition opportunities? This workshop will help you identify levers you can pull based on better use of data. Questions we’ll explore include:

  • What insights are available when using open source intelligence?
  • How can you make the deal identification process systematic and consistent?
  • How can you tap the value of mapping market and analyzing value chains and relativity of companies?

1:15 – 1:25 pm ET

Break

1:25 – 2:15 pm ET

Developing a Winning Pricing Strategy in Times of Volatility

  • Adam Echter, Partner, Simon-Kucher Partners
  • Brad Soper, Partner, Simon-Kucher Partners

Almost three-quarters of new products are missing their profit targets, or failing altogether. Why? A seemingly small but fatal flaw in product development: pricing is completely ignored or factored in much too late in product development. Learn simple rules to follow when developing your pricing strategy to ensure you go from hoping your next product will succeed in the market to knowing it will. 

2:15 – 3:00 pm ET

Market Update: IPO Landscape, Valuations and Other Exit Strategies

Paul Aversano, Managing Director and Global Practice Leader, Global Transaction Advisory Group, Alvarez & Marsal
Bob McCooey, SVP and Head of Capital Markets, Nasdaq

3:00 – 3:35 pm ET

High Risk-High Reward: Changing Executive Compensation Best Practices in PE-Backed Companies

Wayne Cooper, Executive Chairman, Chief Executive Group

Ryan Harvey, Co-Managing Partner, Meridian Compensation Partners

Research says 58% of private equity CEOs are replaced with 2 years of an investment, and over the lifetime of a PE firm’s ownership of a company, turnover jumps to 73%. Other C-Suite positions may be even more prone to churn, with CFO turnover in PE-owned businesses estimated at 80%. In order to attract and retain quality executives given the higher risk profile, the rewards for PE-backed executives need to reflect this reality. This session will discuss benchmarks and best practices for compensating executives in PE-backed portfolio companies.

3:35 – 4:15 pm ET

Growth Lessons from a Veteran PE-Backed Company CEO

Kylie Wright-Ford, Chief Executive Officer, The RepTrak Company

PE-funded business are a different breed with a unique set of objectives to grow revenue and profit in a specific timeframe. We’ll tap into the experiences of a veteran CEO who will share her best strategies for reinventing business models, transforming culture, managing PE stakeholder dynamics, and making the hard decisions to double your growth and execute a winning playbook.

4:15 – 5:00 pm ET

Networking and Event Conclusion