Private Equity Portfolio Operations In-Person Training, NYC

My longtime friend and colleague Lee Dranikoff recently founded the first and only company dedicated to training Private Equity Ops professionals.  I am pleased to be able to offer a 10% discount on three of his upcoming classes.  Use the code “Teten“.

  • Class 1: Assessing and interviewing for critical talent roles: The class is designed to teach PE Ops professionals the tools and techniques to systematize their interview and assessment techniques.  It will cover how to create out-come based scorecards, road map the interviews, steer the conversation and make better final decisions.  The class will be taught by Patrick Hayes, an expert in talent assessment.  Patrick has performed over 400 C-suite assessments for private equity firms.  Patrick will be joined by David Cohen, a PE partner at Kelso, leading their Human Capital function. (August 6th 12:00-530 PM in New York). Sign Up or get more information here. (Max Attendees 20)
  • Class 2: Designing Management Incentive Plans: This class is designed to teach PE Ops Professionals how to design and implement management incentive plans.  It will cover how to design the right plan using cash bonuses and equity based incentives, how to set performance targets and how to avoid the common pitfalls in alignment with management.  The class will be taught by Marc Hodak, one of the leading experts in management incentives and former business school professor.  Marc will be joined by Jon Weber, one of our industries earliest and most well respected PE Ops leaders. (August 7th, 8:30-1:30 PM in New York). Sign up or get more information here. (Max attendees 20)
  • Class 3: The Foundations of PE Ops:  Working in PE Ops is not straightforward and not the same as working in industry or consulting.  This class is designed to make PE Ops professionals successful.  We will cover topics like:  How do build a pipeline of work, How to measure your success and importantly how to get credit for it, how to build an internal brand. We will also review some of the basic principles of private equity since most of us didn’t start in PE.  This class will be taught by Lee Dranikoff  in New York on September 17th and 18th.  Sign or get more information here.

7/10, NYC: Join us at Light DAO Salon

I hope you’ll join me on July 10 evening in NYC for a Light Dao Salon in a beautiful private home.  Light Dao is a fast-growing trusted global community of over 4000 conscious investors and entrepreneurs with curated in-person and online gatherings and experiences, having hosted in 16 cities across North and South America, Middle East, Europe, Asia, and Australia. Request admission: https://lu.ma/vydja4dg .

6/4, NYC: IMN Corporate Dealmakers Conference

The Corporate Dealmakers Forum returns to the Union League Club in New York City this June 4. This premier one-day M&A event brings together 250+ senior dealmakers, including corporate executives, private equity leaders, and M&A advisors.

Join industry leaders for unparalleled deal intelligence and relationship building in the heart of Manhattan. Register now

Select corporate executives and qualified investors may be eligible for complimentary registration. Learn more

Get a 20% discount with code: REU2255ALTS

Conference website

5/29, NYC: Venture Intelligence Day 2025

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Venture Intelligence Day is coming to 74Wythe, Williamsburg, this May! Join 150+ VC experts for a full day of curated panels, tactical talks, and honest conversations on how the best firms operate.

Connect with senior VC leaders, dive into real-world case studies, and explore topics like AI in VC, platform strategy, data-driven decision making, and more. Exclusive 25% discount with code – VID25

Speakers include:

Earlybird: Dr. Andre Retterath (Partner) and Jochen Küst (CFO)

Balderton Capital: Keshvi Radia (Head of Product)

Atomico: Harry Uglow (Senior Software Engineer)

NGP Capital: Atte Honkasalo (Vice President, Data & Analytics)

Keen Venture Partners: Sara McMunn (Operating Partner)

ROI Ventures: Niklas Benesch (Principal)

Zero One Hundred: Adam Durica (Investment Manager)

Elevator Ventures: Iva Rakocevic (Senior Investment Manager)

Movens Capital: Yaroslav Krempovych (Principal)

Newfund: Antoine Latrille (Chief Technical Officer)

P101: Tommaso Condulmari (Senior Data Analyst)

BlackWood Ventures: Bastian Larsen (CEO)

EnBW New Ventures: Erik Vobis (Operations & Finance Manager


Book now to save your seat – space is limited!

5/20, San Francisco: Coolwater Investor Summit

Coolwater Capital is hosting its demo day, which we are re-branding as the Coolwater Investor Summit (CIS) in San Francisco, set for May 20, 2025. 

​We are bringing together top investors, thought leaders, and innovators for a day of insightful discussions, exclusive networking, and strategic opportunities.
Coolwater Capital has strived to make a major impact on the innovation ecosystem by helping launch over 250+ funds, which have invested in over 7,000+ companies from a wide range of industries, and raised over $4B since graduating from our program. 

​The Coolwater Investor Summit will present the next generation of emerging VC.  Stay tuned for more details, including the full agenda and speaker lineup. We look forward to welcoming you!

RSVP

5/15, NYC: The Future of Tech-Savvy Boards Conference

Join us Thursday, May 15 at NASDAQ for a conference on The Future of Tech-Savvy Boards: Exploring the Digital Fabric of AI, Data, and Cybersecurity

Complimentary for qualified executives

Full agenda and RSVP:  digitalevolution.institute/tech-savvy-boards-2025

Time: 8:00 AM – 5:30 PM
Location: NASDAQ MarketSite, 4th Floor
151 W 43rd Street, New York, NY 10036

Join us for a premier gathering of board directors, C-suite executives, investors, and senior advisors from leading corporations and family offices. This full-day event will delve into how emerging technologies are redefining boardroom priorities through keynote conversations, expert panels, and practical insights.

Featured Speakers Include:

  • Michael Loeb – Founder & CEO, Loeb.nyc
  • Christopher Hetner – Cybersecurity Advisor to NACD; former Senior Cybersecurity Advisor to the SEC Chair
  • Rob Joyce – Former Director, Cybersecurity Directorate, NSA
  • Orrie Dinstein – Global Chief Privacy Officer, Marsh & McLennan Companies
  • Dominique Shelton Leipzig – CEO, Global Data Innovation
  • Kate Kuehn – Area Vice President of Global Cyber Advocacy, World Wide Technology
  • Christina Dolan – LATAM Managing Director, RSA Security
  • Byron Loflin – Global Head, Nasdaq Board Advisory & Nasdaq Center for Board Excellence
  • David Teten – Founder of Versatile VC and Venture Partner with Orange Collective
  • Brant Cryder – President & CEO, Saint Laurent Americas
  • Jeffrey W. Brown – Cybersecurity Advisor, Microsoft
  • Consuelo Vanderbilt – CEO, SohoMuse
  • Cris Auditore Zimmermann – Co-Founder, Medici Global Ventures

Topics to be Explored:

  • Governance in an age of quantum computing and AI
  • National cyber defense strategies
  • Technology risk oversight and resilience
  • The board’s evolving fiduciary role in digital transformation
  • Essential skills for tech-savvy boards
  • Winning consulting, scout, board, operating, and investment roles with Private Equity and Venture Capital Funds

Space is limited.


Full agenda and RSVP:  digitalevolution.institute/tech-savvy-boards-2025

June 2-4, Berlin: SuperVenture

Get a 10% discount with VIP code: FKR3595VVC

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SuperVenture is returning to The Hotel Palace, Berlin in June! Just a 7-minute walk away from SuperReturn International*. Europe’s leading LP/VC event brings together 900+ industry leaders including 350+ LPs and 500+ VCs from over 50 countries worldwide.

A three-day networking and learning experience you won’t find anywhere else. Get to grips with the latest trends, opportunities and challenges, while making lasting connections with senior venture capital peers.

Exclusive 10% discount code – FKR3595VVC

Book now to save! LPs attend for free.

*Please note the events are run separately and you will need a ticket for each if you wish to attend both.

5/8, NYC: Neudata Summer Data Summit

The investment industry’s largest alternative and market data event

The New York Neudata Summer Data Summit is the must-attend event for anyone looking to remain at the forefront of the alternative data space. 

Join 600+ industry leaders from leading public and private investment funds, corporates and data providers, for a day of nonstop networking and expert insights.

RSVP

March 17-19, SuperReturn Miami

@ The InterContinental Hotel, Miami

Get a 10% discount – VIP code: FKR3564VVC

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Connect with the leaders in North American private markets. 700+ attendees. 200+ LPs. 350+GPs. Top LPs and GPs confirmed to attend include Ares Management, Manulife, Morgan Stanley, PGIM, UBP pension fund and many more…

Book a summits day pass and move freely between all three streams at your leisure:

  1. Private debt – the latest in direct lending, asset-backed lending, private credit secondaries, the BSL market, niche and speciality finance and much more.
  2. Alternatives – the next best move in alternatives, risk management, portfolio diversification, alpha generation, how alternatives fit in the LP portfolio and much more.
  3. Venture capital – explore the state of the market and analyse upcoming changes. What will the impact of AI look like? Discuss secondaries, LP expectations and more.

Save an additional 10% by quoting our exclusive discount: FKR3564VVC

Register now and save >>>