Private equity in flux: How are industry leaders adating in North American capital markets?

Private Equity in North America is at a turning point. As heightened uncertainty stemming from macro economic pressures, geopolitical tensions and fluctuating interest rates continue to reshape the investment environment, PE firms are navigating uncharted waters.

Despite these challenges, the market has shown resilience, adapting to new realities and uncovering opportunities amidst the chaos. At SuperReturn North America 2026, we spoke to several market leaders on the evolving state of private equity in North America, exploring how the market has developed in recent years and the biggest hurdles firms face today. Watch the interviews below to learn about the strategies being employed to mitigate risks, capitalise on emerging trends, and drive sustainable growth in an unpredictable economic climate.

The key to succesful investing in uncertain time: Ken Fine, Affinity on AI and relationships

Hear from Ken Fine, CEO, Affinity, who met us after his panel to discuss today’s “state of uncertainty,” citing macroeconomic, AI/technology impacts on SaaS, and geopolitical factors such as the conflict in Iran that are slowing fund flows and creating fear but also investment opportunity.

Drawing parallels to the dot-com era, the 2008 crisis, and COVID, he argues strong opportunities emerge for firms with clear theses that keep investing rather than waiting for equilibrium. Watch the interview below to learn the three key ways firm are embracing AI and how to build success within change and volatily.