Operating Partners Forum Napa

Overview

Operating Partners Forum Napa is an annual conference organized by PEI Events for private equity operating partners. It convenes professionals focused on value creation in PE and VC portfolio companies, with discussions on topics like AI, digital transformation, and operational strategies. The event attracts sponsors and speakers from consulting firms, tech providers, and investment groups.

History

Organized by PEI Events, part of Private Equity International, with the first forum held around 2021. It has grown to become a key annual gathering, with editions in 2024 at Silverado Resort in Napa and planned for 2025 (June 26-27) and 2026. Focus has shifted over years to emerging topics like AI-driven value creation.

Product Lines

Manufacturing

As an events organizer, no physical manufacturing; content and logistics managed in-house by PEI Events team, with venue hosting at Silverado Resort in Napa, California. Production involves external sponsors and speakers.

Notable Products

• PEI Operating Partners Forum Napa 2025 - Two-day event at Silverado Resort focusing on value creation and technology in PE.
• PEI Operating Partners Forum Napa 2026 - Conference for resetting cross-functional value creation priorities among operating partners.
• AI Value Creation Workshops - Sessions on tactical AI use cases for portfolio operations.
• Deep Dive Breakfast Discussions - Peer-led talks on profitability, growth, and cash flow.

Reputation

Perceived as a premier niche event for PE operating partners, valued for high-caliber networking and practical insights. Strengths include focused agenda and sponsor involvement from firms like AlixPartners and Hexaware. Criticisms are minimal but may include high costs and invite-only elements limiting access.