Jose De Ochoa

A successful value creation plan isn't about doing everything — it's about focusing on the right things at the right time. This session explores how to structure and prioritise for a balanced plan, ensuring leadership attention flows to the levers that actually move equity value during the hold period.

• A practical five‑pillar VCP: growth, procurement, AI, integration, and cash‑funded M&A

• How to prioritise between long‑term bets and high‑impact, near‑term wins

• Governance that creates focus: ownership, sequencing, and the role of the transformation office

• How to measure value‑attribution across growth, synergy, AI impact, and M&A

How should a private equity firm design its operating and organisational model to consistently create value across its portfolio? How should they design the incentive plan? What are the capabilities required? And should they consider the generalists or specialists approach?

As value creation teams expand, firms must design scalable operating and organisational models that consistently drive portfolio performance. Join this session to hear different approaches and how you can deliver value from each of them.