Summit Day - US/Pacific
AI has moved beyond experimentation, with firms already deploying solutions that are delivering measurable operational improvements. This session explores the real-world use cases creating value today, the lessons learned from early adopters, and where firms are focusing their next wave of investment.
Discussion points
- The AI use cases delivering measurable efficiencies across operations today.
- Lessons learned from successful implementations and where projects have fallen short.
- The next wave of opportunities for AI across fund operations and support functions.
- Jiorjio Fetterman CPA - Chief Financial Officer, Clairmont Capital Group, LLC
- Aydin Mirzaee - CEO, Fellow.ai
- Chris Hughes - Chief Operating Officer, Axonic Capital LLC
- Aydin Mirzaee - CEO, Fellow.ai
Implementing AI successfully requires more than selecting the right technology. This panel explores how firms are developing implementation strategies, managing organisational change and embedding AI into day-to-day operations while maintaining strong governance and operational resilience.
Discussion points
- Building a practical roadmap for AI adoption across operations
- Preparing teams, data and processes for successful implementation
- Overcoming common barriers to scaling AI initiatives.
- Johanna Bombaci - Vice President of Operational Due Diligence, Hamilton Lane
- Max Urbahn - Building GenAI for Private Markets, V7 Labs
- Evelyn Yanatos - Director of Finance and Compliance, Adjuvant Capital
As AI becomes embedded across the enterprise, firms are redesigning operating models to maximise its potential. Hear how leading organisations are evolving workflows, team structures and decision-making processes to create an operating model built for an AI-enabled future.
Discussion points
- Designing an operating model that supports AI at scale.
- Balancing automation with human expertise and oversight.
- Creating a culture that embraces innovation and continuous improvement.
- Jemima John - Vice President, Compliance, Shamrock Capital
Gain a deeper understanding of what institutional investors are looking for beyond investment performance, including the operational, governance and transparency factors that influence allocation decisions. Learn how firms can strengthen investor confidence and position themselves for long-term fundraising success.
- Joshua Barlow - Managing Director, Valhalla Fiduciary, LLC
Discover how leading firms are evolving their operational due diligence programmes to meet rising investor expectations. Learn practical approaches to strengthening governance, improving operational transparency and demonstrating institutional-quality controls throughout the investment lifecycle.
- Luke Sedler - Managing Director, BlackRock
- Sam Rhyu - Director, Strategic Advisers LLC
Understand how recent SEC enforcement actions are reshaping operational due diligence and investor expectations. Explore the lessons firms can take from recent cases and how to strengthen governance, controls and operational readiness to mitigate regulatory and reputational risk.
As AI continues to reshape the service provider landscape, understanding what to expect from your strategic partners has never been more important. Discover how fund administrators, technology providers and outsourced service partners are embedding AI into their products and services, and what this means for operational efficiency, oversight, governance and risk management. You'll leave with practical insights into evaluating AI-enabled providers, asking the right due diligence questions and building partnerships that can support your firm's long-term growth and innovation.
In this session, you will gain practical insights into developing a robust framework for evaluating fund administrators and strategic service providers. Discover how leading firms assess operational resilience, innovation, governance and risk management, while learning best practices for enhancing due diligence, strengthening oversight and building long-term partnerships that drive operational excellence and support business growth.
- Max Kimpton - Operational Due Diligence Specialist, Innocap
- Ian Holroyd - CFO, Leonid Capital Partners
- Romulad Beneche - Head of Investor Relations and Business Development, Iris International's Private Credit Fund
In this session, you will hear directly from experienced managers as they share how they prepare for increasingly rigorous operational due diligence reviews, respond to sophisticated investor requests and navigate the growing demands of institutional allocators. You will learn practical strategies for demonstrating operational excellence, balancing transparency with commercial sensitivity, strengthening investor relationships and building a due diligence process that inspires confidence throughout the investment lifecycle.
- Gwen Stone - Executive Director, J.P. Morgan Alternative Asset Management
- Joe Tagliaferro - CEO & CCO, Logica Funds