Cleared for Deployment

• Marc Andrew, Founder, The Private Markets Forum

• Naina Dhingra, Partner, McKinsey & Company

One firm rebuilt how it reviews investor-facing material, with AI inside the workflow. This conversation goes inside that rebuild: the rules it had to write, the precedent it used, and what changed for the people doing the review.

• Naina Dhingra, Partner, McKinsey & Company
• Alts manager, to be announced soon

AI gets into production through a team: technology, legal and compliance, and the people whose work is changing, all working from one plan. Many firms are still building it. Speakers from both sides of the table compare who leads that team, who sits on it, and what kept deployments moving after the pilot.

• Kai Lee, Managing Director, Deputy General Counsel & Chief Compliance Officer, Oak Hill Advisors
• Jake Weiner, Lead Legal Engineering Manager, Harvey
  • Panel Chair: Matt Schwartz, Global Co-Chair, Finance Practice, DLA Piper

• Jennifer Duggins, Partner, Optima Partners (former Co-Head, Private Funds Unit, SEC Division of Examinations)

Some GPs deploy AI now and adjust as they go, while others wait for clearer rules. Both still have to decide which tools staff can use, what data those tools can see, and how employee-built tools get approved. This panel explores how firms write AI rules people actually follow.

• Kyle McCaig, VP Technology Operations, MCR Investors
• Cameron Dogan, Vice President, AI Integration Manager, Gramercy
  • Panel Chair: Jamila Mayfield, Chief Regulatory Services Officer, Comply

• Brett Meili, Global Compliance Director, Juniper Square, in conversation with Marc Andrew, Founder, The Private Markets Forum

Prompts, AI drafts and meeting transcripts now pile up across the firm, and some firms are still deciding whether to let AI record meetings at all. Each firm has to decide what counts as a record, who can see it, and how to show who approved an action. This panel explores where firms are drawing the line.

• Gaurav Aggarwal, Senior Director, Infrastructure & Support, Veritas Capital
• Kai Lee, Managing Director, Deputy General Counsel & Chief Compliance Officer, Oak Hill Advisors

• Speaker to be announced soon

AI is bringing legal into new decisions on governance, vendor security and data classification. As more review work is automated, firms are redrawing both org charts: what legal keeps, what technology and operations run, and where outside counsel adds the most value.

• Lauren Thoms, Managing Director, IQ-EQ
  • Panel Chair: Matt Schwartz, Global Co-Chair, Finance Practice, DLA Piper