The Private Markets AI Summit

How firms are using AI to compete, operate, and win.

From pilots to production: learn how to scale AI across your operations, and across your portfolio.
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In-person event
DATE:
October 28, 2025
8:00 AM
VENUE:
Ease: 605 3rd Ave | 7th Floor
NEW YORK, NY

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about the event

Accelerate the intelligence layer

This October, The Private Markets Forum will convene GPs, LPs, and technology leaders to explore the AI infrastructure powering the next phase of competition in private capital, where advantage will be determined by how firms capture, structure, and act on data in real time.

Speakers will examine AI deployment in private markets: from foundational architectures and compliance frameworks to use cases like agent workflows, dynamic dashboards, LP-facing intelligence layers and AI operational improvements in portfolio companies.

The systems you build over the next 12–24 months will determine how your platform competes.

Join us to build the intelligence layer of private markets. 

who it's for
  • Private Markets Operators: COOs, CTOs, Chief Data Officers, and operating partners at GPs modernizing investment operations within the firm and within portfolio companies
  • Institutional Investors: LPs and allocators driving demand for transparency, speed, and data-native communication across portfolios
  • Technology Builders: Founders, engineers, and infrastructure leads building AI pipelines, agent frameworks, and next-generation decision layers for private markets
single person ticket
$895

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Meet & Learn From

Speakers

Rehan Hasan

Vice President, Artificial Intelligence, Mubadala

Matt Schwartz

US Finance Practice Group Leader, DLA Piper

Brandon Rembe

Chief Solutions Officer, Juniper Square

Simon Williams

Founder, Wovenlight

Kevin McMillin

Co-Head of Investment Infrastructure & Technology, Churchill Asset Management

Sebastian Gass

Chief Technology Officer, Quantum Capital Group

Robert Siegel

Chief Technology Officer of Global Infrastructure Partners, BlackRock

Vrushali Paunikar

Chief Product Officer, Carta

Mark Peacock

Chief Technology Officer, Nordic Capital Advisors

Ross Mechanic

Co-Founder and CEO, Maybern

Katia Walsh

AI Lead, Apollo Portfolio Performance Solutions

Brad Schneider

Chief Executive Officer, Nomad Data

Oren Michaely

Director of Artificial Intelligence, Motive Partners

Emilia Sherifova

Founder, LegionX Inc.

Charles Chien

Founder & CEO, Goldslate

Rajesh Krishnamachari

CoreAI Advisory LLC (Former Director of Investment Insights Group - Managing Director, GIC)

Sanjesh Dubey

Senior Manager - Technology Consulting, Ernst & Young, LLP

Chandini Jain

CEO and Co-founder, Auquan

Seb Lapinski

Co-Founder and Chief Commercial Officer, Dealstack

Ara Kharazian

Economist, Ramp

Arnab Mazumdar

Partner and Chief Information Officer, Pantheon

Don Muir

CEO, F2

Barclay Blair

Sr. Managing Director, PiperAI, DLA Piper

Apoorv Saxena

Founder, ObinAI (former Managing Director, Head of AI Value Creation at Silver Lake)

Darren Augi

CEO, ITILITI

Daniel Liechtenstein

CEO & Co-Founder, Hypercore

Sonja Renander

Managing Director, U.S. Credit, Oak Hill Advisors

Luke Flemmer

Head of Private Assets, MSCI

Adam Meffert-Sierra

AI Strategy Lead, Private Equity, Hebbia

Oliver Walerys

CTO, GovernGPT

Steve Siler

Chief Technology Officer, North Mill Equipment Finance

Harald Collet

Co-Founder & CEO, Alkymi

Eric Chang

Co-Founder and CEO, Claira AI

Reyda Van

EVP, Global Head of Sales, 73 Strings

Sreekanth (Sree) Mallikarjun

Chief Scientist & Head of AI Innovation, Octus

Amar Varma

CEO & Founder, Mantle

David Hamilton

Managing Director, Asset Management Research, Moody's Analytics 

Sean Dobson

Chief Technology Officer and Chief Information Security Officer, Wafra

Agenda

(subject to change)

8:00 AM Registration & Networking Breakfast

9:00 AM Welcome by Marc Andrew, Founder, The Private Markets Forum

9:05 AM Opening Presentation: Rajesh Krishnamachari, CoreAI Advisory LLC (Former Director 

of Investment Insights Group - Managing Director, GIC)

9:30 AM Panel 1: How Much Will AI Actually Change Private Markets?

The range of predictions runs from "incremental productivity gains" to "autonomous agents replace 80% of investment operations within a decade." This panel explores the spectrum of possibilities and what firms should be building now given that uncertainty.

  • Ross Mechanic, Co-Founder & CEO, Maybern
  • Emilia Sherifova, Founder, LegionX (former CTO at KKR)
  • Rajesh Krishnamachari, CoreAI Advisory LLC, (Former Director of Investment Insights Group - Managing Director, GIC)
    • Panel Chair: Nick Leopard, CEO and Founder, Accordion

10:00 AM Presentation: How Sponsors Can Use Systems Thinking to Deploy AI

  • Sebastian Gass, CTO, Quantum Capital

10:20 am Keynote Address: The AI Transformation of Private Markets: Today, Tomorrow, 

Later

  • Luke Flemmer, Head of Private Assets, MSCI

10:40 AM Coffee + Conversation

11:05 AM  Panel 2: From Documents to Intelligence: Getting Data Right

Private markets run on unstructured information from many sources: deal memos, financial models, management decks, filings, research, and market data. The challenge is turning this mix of proprietary and external inputs into structured data that can be searched, analyzed, and trusted. This session explores how leading firms are building the pipelines and standards that transform raw information into intelligence. 

  • Brad Schneider, CEO, Nomad Data 
  • Sree Mallikarjun, Chief Scientist and Head of AI Innovation, Octus
  • Adam Meffert-Sierra, AI Strategy Lead, Private Equity, Hebbia
  • Sean Dobson, Chief Technology Officer and Chief Information Security Officer, Wafra
    • Panel Chair: Charles Chien, CEO & Founder, Goldslate

11:35 AM Presentation: Outlearning the Competition : The Key to Sustainable Advantage  

  • Simon Williams, Founder, WovenLight

11:55 AM Fireside chat: The Human Side of the AI-Ready GP

Leading firms are evaluating every role for its potential to be re-built for human-AI collaboration. This means new roles, different workflows, and systems where machines handle analysis… while humans focus on judgment and relationships.

  • Brandon Rembe, Chief Solutions Officer, Juniper Square and Marc Andrew, Founder, The Private Markets Forum

12:15 PM Panel 3: The Infrastructure an AI-Native Platform Needs

To compete in the AI era, firms need clean and organized data, secure systems for running models, and workflows where AI is built into daily processes. This panel brings together technology leaders who are designing the platforms that turn proprietary information into lasting competitive edge.

  • Robert Siegel, Chief Technology Officer, Global Infrastructure Partners,  Blackrock
  • Rehan Hasan, Vice President, Artificial Intelligence, Mubadala 
  • Don Muir, CEO, F2
  • Vrushali Paunikar, Chief Product Officer, Carta 
    • Panel Chair: Matt Schwartz, US Finance Practice Group Leader, DLA Piper

12:45 PM Lunch

1:40 PM Panel 4: How to Build AI Capabilities That Scale Across Portfolios

Building AI capabilities at one company is hard. Replicating them across dozens of portfolio companies in different industries is harder. This panel explores what's transferable, what's custom, and how leading firms are turning AI learnings into systematic value creation across their holdings.

  • Katia Walsh, AI Lead, Portfolio Performance Solutions, Apollo Global Management
  • Apoorv Saxena, Founder, ObinAI (former Managing Director, Head of AI Value Creation at Silver Lake) 
  • Oren Michaely, Director of Artificial Intelligence, Motive Partners 
    • Panel Chair: Barclay Blair, Sr. Managing Director, PiperAI, DLA Piper

2:10 PM Presentation: Early Warning Systems: How AI Can Help Uncover Credit Risk

  • David Hamilton, Managing Director, Asset Management Research, Moody's Analytics 

2:30 PM Presentation: Are we in an AI bubble? Evidence from real applications

  • Ara Kharazian, Economist, Ramp

2:50 PM Panel 5: Unlocking the Intelligence Stack: Software That Enables AI

The software that guides operations in private markets is moving from a cost center to a source of advantage. AI can automate workflows and produce real intelligence, but it also injects potential cybersecurity and compliance challenges. This panel explores how and what to automate, what to keep human, and how firms balance efficiency with trust as the shift accelerates.

  • Seb Lapinski, Co-Founder and Chief Commercial Officer, Dealstack
  • Darren Augi, CEO, ITILITI
  • Eric Chang, Co-Founder and CEO, Claira AI   
    • Panel Chair: Reyda Van, EVP, Global Head of Sales, 73 Strings

3:20 PM Presentation: A Case Study in AI Operations

  • Oliver Walerys, CTO, GovernGPT
  • Arnab Mazumdar, Partner and Chief Information Officer, Pantheon

3:40 PM Panel 6: What’s Blocking Agents? 

According to data from Gartner, 82% of firms use generic AI tools. 15% embedded AI into workflows. Only 3% have agentic AI that executes tasks autonomously. What stops firms from moving up this ladder? What infrastructure do you need? Is the payoff worth it? 

  • Mark Peacock, Chief Technology Officer,  Nordic Capital
  • Daniel Liechtenstein, CEO & Co-Founder, Hypercore
  • Chandini Jain, CEO & Founder, Auquan
  • Amar Varma, CEO & Founder, Mantle
    • Panel Chair: Kevin McMillin, Co-Head of Investment Infrastructure & Technology, 

Churchill Asset Management

4:10 PM Panel 7: How AI Achieves Real Business Outcomes 

AI in private markets should focus on measurable results. This panel will explore how firms can structure and scale smart pilots, build business cases, and integrate AI into workflows to deliver real cost savings and revenue impact.

  • Sonja Renander, Managing Director, U.S. Credit, Oak Hill Advisors 
  • Sanjesh Dubey, Senior Manager - Technology Consulting, Ernst & Young, LLP
  • Steve Siler, Chief Technology Officer, North Mill Equipment Finance
    • Panel Chair: Harald Collet, CEO and Founder, Alkymi 

4:40 PM Agenda Close and Welcome to Afternoon Reception

4:45 PM Afternoon Reception

6:00 PM Conference Close

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how to get arounD

Summit Logistics

Is this event for me?

If you're building, scaling or optimizing AI operations internally in your firm or across your firm’s portfolio companies, you’ll join your peer group.

When does the in-person conference begin and end?

8am to 5pm

What is included in the Pass?

Access to all content sessions, conference materials, food and beverage and networking sessions.

Where will it be?

Ease 605

605 Third Avenue,

New York, NY

10158

How do I get there?

It's Manhattan. If you're coming, you'll know how.

Host

The Private Markets Forum is a company dedicated to assembling leaders in the emerging technological infrastructure of alternative assets. It was founded and is owned by Marc Andrew.

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