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
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
- Austin Reinauer - Operational Due Diligence Analyst, Corbin Capital Partners, L.P.
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
- Ryan King - Director of ODD, East End Advisors, LLC
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.
- Dan Rochkind - CFO, Lerer Hippeau
- Chris Samios - General Counsel & Chief Compliance Officer, Greywolf Capital Management LP
