The Connected Data Journey – From the Fund COO to the Operating Partner

Talking Points

• Setting effective KPIs for value creation and performance.
• Streamlining data collection from portfolio companies.
• Structuring data for idiosyncratic LP reporting requirements.
• Balancing growth with compliance against a shifting regulatory backdrop.
• The link from the back to the front office and the end portfolio company.

Speakers:

• (Moderator) Arthy Kumar, Industry Principal for Investments, Workiva
• Jonathan Balkin, Global Head of Private Equity & Credit, Alpha Alternatives
• Anup Hira, Partner & Value Creation Lead, Recognize
• Puneet Arora, Director, Apollo