Case study · New York, United States
A portfolio CEO summit in New York
Sixty portfolio-company CEOs of a New York private equity firm, two days, peer roundtables, an Olympic coach and an investor evening with live jazz.
- Viviane
- Alina
- Jerry
- Erica
- Milan
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The summit at a glance
Culture Vitale designs leadership summits in New York for private equity firms and their portfolio companies. For a New York firm with 35 portfolio companies, the summit brings 60 CEOs together for two days: a keynote from an expert who has led sessions at Goldman Sachs, facilitated peer roundtables by function, a session with an Olympic coach, a sunrise session on the Hudson and an investor evening.
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Our Partners Led
“…beautifully orchestrated. It was pure magic.”
Ex-Director, Burberry
The brief
The managing partner wants the firm’s CEOs to know each other well enough to call each other, and to leave with ideas they can use the following Monday. The head of portfolio events needs a programme worthy of a room of CEOs, in New York, with an evening that also brings the firm’s investors to the table.
The format and the experts
The two days balance substance, peers and energy:
- Keynote: an expert who has led sessions at Goldman Sachs, on leading growth under scrutiny.
- Peer roundtables: facilitated tables by function and stage, where CEOs bring real problems and leave with answers from their peers.
- High performance: an Olympic coach on performing under pressure, and recovering from it.
- Sunrise on the Hudson: breath and movement by the river before day two begins.
- Investor evening: a chef’s table and live jazz with the firm’s investors.
The setting
A Manhattan venue with a plenary room for 60, tables for the roundtables and a private dining room for the investor evening, with the Hudson a short walk away for the sunrise session.
The outcome
Sixty CEOs from 35 companies leave with one network built in two days, and the firm’s portfolio becomes a community its CEOs can call on. Investors see the firm’s value-creation work in the room as well as in the reports.
Questions buyers ask
Who can organise a CEO summit in New York?
What should a portfolio company CEO summit include?
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Top Creativity and Wellness Experience Platform of the Year
Manage HR Magazine named Culture Vitale its Top Creativity and Wellness Experience Platform of the Year. Behind the award stands a network of thousands of experts, each chosen for the room they lead.
Thousands
Experts and experiences
50+
Locations
2014
Established (The Socialites)
10 to 1,000+
Guests at event scale
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