There’s no debate:
AI will have a dramatic impact on private market operations.
But how, exactly? What do you need to know?
We’re excited to release the agenda Oct 28’s Private Markets AI Summit, where leading LPs, GPs, and technology builders will dig into the practical impact of AI.
The agenda for the The Private Markets AI Summit is below. It includes:
Insights from top allocators and investors
Actionable strategies for today’s platform operations
Unmatched networking with LPs, GPs, innovators and more
Seats are limited: make sure you’re part of the conversation.
And if you’ve received your invitation to attend, we encourage you to complete your registration today.
Top LPs & Allocators shaping the future of private markets
Leading GPs & Fund Managers driving deal flow and innovation
Tech & Data Leaders optimizing infrastructure and portfolio insights
Thought Leaders & Industry Experts sharing actionable strategies
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, former head of Investment Insights at GIC
9:30 am
Panel: 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)
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: Integrated Intelligence for Private Markets
Luke Flemmer, Head of Private Assets, MSCI
10:40 AM
Coffee + Conversation
11:05 am
Panel: 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, Founder and CEO, Nomad Data
Sree Mallikarjun, Chief Scientist and Head of AI Innovation, Octus
Daniel Wheller, VP, Business and Strategy, Hebbia
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
Marc Andrew, Founder, The Private Markets Forum
12:15pm
Panel: 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 Paunika, Chief Product Officer, Carta
Panel Chair: Matt Schwartz, US FInance Chair, DLA Piper
12:45 pm
Lunch
1:45 pm
Panel: 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
Appoorv Saxena, Founder, ObinAI (former CTO at Silver Lake)
Oren Michaely, Director of Artificial Intelligence, Motive Partners
Panel Chair: Barclay Blair, Managing Director, AI Innovation, DLA Piper
2:15 pm
Presentation: Are we in an AI bubble? Evidence from real applications
Ara Kharazian, Economist, Ramp
2:35 pm
2:55 PM Panel: The New Fund Operations
Fund operations are moving from cost centers to sources of advantage. AI can automate compliance, reporting, and back-office workflows, but it also raises security and regulatory challenges. This panel explores 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, Founder and CEO, Claira AI
Panel Chair: Reyda Van, EVP, Global Head of Sales, 73 Strings
2:55 pm
Presentation: A Case Study in AI Operations
Oliver Walerys, CTO, GovernGPT
Arnab Mazumdar, Partner and Chief Information Officer, Pantheon
3:15 pm
Panel: 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
3:45 pm
Panel: 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, AI & Data (Private Markets) EY
Steve Siler, Chief Technology Officer, North Mill Equipment Finance
Harald Collet, CEO and Founder, Alkymi
4:20 pm
Agenda Close and Afternoon Reception
6:00 PM
Conference Close
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