7th ANNUAL

PE-BACKED LEADERSHIP SUMMIT

Leading a PE-Backed Company When Expectations Are High and Conditions Are Harder

A private forum for CEOs and CFOs of PE-backed companies to compare how leaders are navigating extended holds, allocating capital, managing sponsor expectations and preparing businesses for stronger exits.

Built for the Decisions PE-Backed Leaders Are Making Now

As hold periods extend and capital remains expensive, PE-backed CEOs and CFOs are being asked to deliver stronger results with less room for error.

The PE-Backed Leadership Summit brings together CEOs and CFOs of PE-backed companies to compare how leaders at similar scale are allocating capital, aligning with sponsors and adapting operating plans in today’s environment.

This year’s agenda focuses on the decisions PE-backed leaders are making right now:

Allocating capital when financing costs are higher and flexibility is limited
Aligning with sponsors and boards when expectations are rising
Protecting competitive advantage as markets become more volatile
Building performance metrics that boards trust—and that hold up under scrutiny

Portfolio Company CEOs From Leading
PE Firms Attend This Event

Keynote Speakers

Exclusive Opening Keynote

In many PE-backed companies, strategy isn't the problem. Execution is.

What separates companies that continue creating value from those that simply manage through a longer hold period?

Drawing on decades of experience leading public companies and serving as chair of multiple Blackstone portfolio companies, Nigel Travis will share what he sees in leadership teams that sustain performance when conditions become more challenging and expectations continue to rise.

As capital remains expensive and timelines become less predictable, many CEOs find themselves balancing competing priorities: investing for growth while protecting margins, maintaining sponsor confidence while adapting to changing conditions, and keeping leadership teams aligned when pressure mounts.

In this opening keynote, Travis will explore where execution most often breaks down, how boards and sponsors evaluate performance when conditions shift, and what separates companies that maintain momentum from those that lose it.

Attendees will leave with practical insights on leadership, execution and value creation from someone who has spent decades helping companies navigate periods of change, pressure and growth.

Exclusive Closing Keynote

What do investors and operating partners see that CEOs often miss?

After leading Marsh McLennan through a decade of growth, acquisitions and transformation, Dan Glaser now evaluates management teams as an Operating Partner at Clayton, Dubilier & Rice. That shift has given him a different perspective on what drives performance, where leadership teams lose momentum and what separates companies that continue creating value from those that plateau.

In this closing keynote, Glaser will share lessons from both sides of the table: what investors look for in management teams, how performance is evaluated when conditions become more challenging and where CEOs most often misjudge risk, execution and opportunity.

Attendees will leave with a clearer understanding of how experienced investors assess leadership, performance and value creation—and what they can do differently as a result.

A Day Designed Around Real Decisions

What You'll Work Through With Peers:

How PE-backed leaders are deciding where to invest, where to pull back and how to create value as hold periods extend
What macro signals actually matter for PE-backed companies—and how they show up in operations before they hit forecasts
What protects pricing power, customer relationships and margins when growth becomes harder to sustain
Where CEO–sponsor alignment breaks down—and how leaders navigate tradeoffs between growth, margin and investment
How leadership teams accelerate performance—or slow it down—through priorities, decision-making and execution
What changes as companies scale—and where mid-market instincts begin to break down

“Great content, speakers and format. I really enjoyed hearing from CEOs who have ‘been there and done it’ or doing it now.”

0 th

Annual Gathering of PE-Backed Company Leaders

Years Supporting the CEO Community

A Day Designed Around Real Decisions

What You'll Work Through With Peers

What You’ll Work Through With Peers

How PE leaders are approaching capital allocation, leadership decisions and value creation as timelines extend and pressure increases
What macro signals actually matter for PE-backed companies—and how they show up in operations before they hit forecasts
What truly protects competitive advantage under pressure, from pricing power and customer stickiness to operational resilience
Where CEO–sponsor alignment breaks down—and how leaders navigate tradeoffs between growth, margin and investment
How leadership teams create—or quietly erode—value through decision-making, prioritization and execution
What changes as companies scale—and where mid-market instincts begin to break down

Featured Sessions Include

Inside the PE Reality: Capital, Leadership & Value Creation in 2026
What Value Creation Looks Like Now — From Both Sides of the Table
How PE_Backed Leadership Teams Really Create—and Lose—Value
The CEO View: What Changes When You’re Playing At Scale

Who Attends

Attendance is intentionally curated to preserve peer quality and candor.

CEOs and Presidents of PE-backed companies

CFOs and finance leaders responsible for performance and forecasting

COOs and operating leaders driving execution and growth

Executives preparing companies for transition, scale or exit

Why PE-Backed Executives Say This Summit Delivers

Peer Insight

“Great content, speakers and format. I really enjoyed hearing from CEOs who have ‘been there and done it’ or doing it now.”

Directly Relevant

“Great topics, pertinent information, highly relevant and very fun. Definitely recommend to CEOs and strategic C-Suite, help to get macro view.”

Immediately Applicable

“Practical advice, immediate quick-wins, inspiring talks and adaptive approach to current economic environment.”

Secure Your Spot

Attendance is limited to 100 CEOs and CFOs of PE-backed companies.

$1495

$ 1,195 Current rate through July 11

$1295

$ 995 Per person through July 11

Registration Options

Until July 11 $1,195/person
Until Aug. 29 $1,295/person
After Aug. 29 $1,395/person

$200 off per person for teams of 2+

Many companies attend with both a CEO and CFO to compare perspectives and align on key descisions.

Registration Options

Deadline

Individual

Team Of 2+

$1,195

$995/person

$1,295

$1,095/person

After Aug. 29

$1,395

$1,195/person

Many companies attend with both a CEO and CFO to compare perspectives and align on key descisions.

Venue

Harvard Club of New York City

Located in the heart of Midtown Manhattan, the Harvard Club offers a private, historic setting just steps from Bryant Park, Times Square and Grand Central.

The Club blends classic architecture with modern amenities, providing a fitting backdrop for the PE-Backed Leadership Summit.

We have negotiated discounted rates with a set of nearby hotels.

Contact Us

Have a specific question about the event? A member of our team will follow up with you.

7th ANNUAL

PE-BACKED LEADERSHIP SUMMIT

Leading a PE-Backed Company When Expectations Are High and Conditions Are Harder

Built for the Decisions PE-Backed Leaders Are Making Now

Portfolio Company CEOs From Leading
PE Firms Attend This Event

Keynote Speakers

Exclusive Opening Keynote

In many PE-backed companies, strategy isn't the problem. Execution is.

Nigel Travis

Exclusive Closing Keynote

What do investors and operating partners see that CEOs often miss?

Dan Glaser

A Day Designed Around Real Decisions

What You'll Work Through With Peers:

A Day Designed Around Real Decisions

What You'll Work Through With Peers

Who Attends