The 2025 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.

Event Details

Date
October 28, 2025
Location
New York
Produced and hosted by
Portrait of a man with short hair wearing a dark shirt against a black background.
Marc Andrew

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.

Download the event recap

Key insights and perspectives from senior leaders across private markets from

The 2025 Private Markets AI Summit

.

The 2025 Private Markets AI Summit
Report

Event Sponsors

Proudly supported by the companies driving innovation and growth.

Meet our speakers

GP and LP operation, technology and data leaders: in one room. Aligning on the technologies, systems, and operating models shaping what comes next.

Rehan Hasan

Vice President, Artificial Intelligence

Mubadala

Matt Schwartz

Partner, U.S. Finance Chair

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

Co-Founder

CoreAI Advisory LLC

Sanjesh Dubey

Senior Manager - Technology Consulting

Ernst & Young, LLP

Chandini Jain

Founder & CEO

Auquan

Seb Lapinski

Co-Founder and Chief Commercial Officer

Dealstack

Ara Kharazian

Economist

Ramp

Arnab Mazumdar

Partner and Chief Data & Innovation Officer

Pantheon Ventures

Don Muir

CEO

F2

Barclay Blair

Sr. Managing Director

PiperAI, DLA Piper

Apoorv Saxena

Founder

ObinAI

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 & CEO

Claira AI

Reyda Van

EVP, Global Head of Sales

73 Strings

Sreekanth (Sree) Mallikarjun

Chief Scientist & Head of AI Innovation

Octus

Amar Varma

Co-Founder & CEO

Mantle

David Hamilton

Managing Director, Asset Management Research

Moody's Analytics

Sean Dobson

Chief Technology Officer and Chief Information Security Officer

Wafra

Who it’s for

Attendance is curated to ensure value. If you're building, scaling, or optimizing a private credit platform, you’ll be among your peers.

want to learn more about the audience?

Who’s coming

Private Credit Fund Operators

COOs, CIOs, Chief Risk Officers, Portfolio Managers

Technology Providers

Automating risk analytics, portfolio management, and data infrastructure

Institutional Credit Investors

LPs and asset allocators shaping private credit’s next phase—including the expansion into retail

Agenda

A curated program designed for decision-makers in private markets.

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8:00 AM
Registration & Networking Breakfast
Day 1
9:00 AM
Welcome by Marc Andrew, Founder, The Private Markets Forum
Day 1
9:05 AM
Opening Presentation: Rajesh Krishnamachari, CoreAI Advisory LLC (Former Director of Investment Insights Group - Managing Director, GIC)
Day 1
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

Day 1
10:00 AM
Presentation: How Sponsors Can Use Systems Thinking to Deploy AI

Sebastian Gass, CTO, Quantum Capital

Day 1
10:20 AM
Keynote Address: The AI Transformation of Private Markets: Today, Tomorrow, Later

Luke Flemmer, Head of Private Assets, MSCI

Day 1
10:40 AM
Coffee + Conversation
Day 1
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

Day 1
11:35 AM
Presentation: Outlearning the Competition : The Key to Sustainable Advantage

Simon Williams, Founder, WovenLight

Day 1
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

Day 1
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, F2V
Vrushali Paunikar, Chief Product Officer, Carta

Panel Chair: Matt Schwartz, US Finance Practice Group Leader, DLA Piper

Day 1
12:45 PM
Lunch
Day 1
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

Day 1
2:10 PM
Presentation: Early Warning Systems: How AI Can Help Uncover Credit Risk

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

Day 1
2:30 PM
Presentation: Are we in an AI bubble? Evidence from real applications

Ara Kharazian, Economist, Ramp

Day 1
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

Day 1
3:20 PM
Presentation: A Case Study in AI Operations

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

Day 1
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

Day 1
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

Day 1
4:40 PM
Agenda Close and Welcome to Afternoon Reception
Day 1
4:45 PM
Afternoon Reception
Day 1
6:00 PM
Conference Close
Day 1

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The 2025 Private Markets AI Summit

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