Operating Partners Forum Sherpa Cruise

Location: Ft Lauderdale

7:30 AM – Registration and Breakfast

• Begin the day with registration followed by a networking breakfast.

8:30 AM – Welcome Remarks

• Opening statements by the host, outlining the day’s objectives and key themes.
• Panel Discussion: Enhancing Value Creation Strategies

• Explore innovative approaches in value creation across PE investments.

9:30 AM – Networking Coffee Break

• A brief opportunity to discuss insights from the panel and connect with peers.

10:00 AM – Workshop: Operational Excellence in Portfolio Companies

• Interactive session on implementing operational improvements and tracking their impact.

11:30 AM – Keynote Speech: The Future of Private Equity

• Insightful keynote by a leading industry expert focusing on trends and future directions in private equity.

12:30 PM – Networking Lunch

• Lunch provided on deck with structured networking tables to discuss specific topics of interest.

2:00 PM – Case Study Breakouts

• Small group sessions focusing on real-world case studies where operating partners significantly impacted portfolio performance.

3:30 PM – Coffee Break and Informal Discussions

• Relax and network with other participants with informal discussions around the day’s sessions.

4:00 PM – Roundtable: Navigating Challenges in PE

• Roundtable discussion on overcoming common challenges faced by operating partners.

5:00 PM – Closing Remarks and Evening Networking Reception

• Wrap up the day with closing remarks followed by a cocktail reception, providing a chance to solidify new connections and partnerships.

7:00 PM – Dinner Under the Stars

• Enjoy a formal dinner on the cruise, offering panoramic views and gourmet dining, ending the day on a high note.

772-899-3421

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Operating Partners Forum – 10/16/25 (Location: Ft Lauderdale) – Sherpa Cruise

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