Data, Technology and AI Summit
What are the steps involved in preparing your firm to effectively use AI? How can firms use technology for operational efficiency? How can we enhance deal sourcing with technology?
- KS Shah - COO & CCO, Westbridge Capital
- Dale Chang - Operating Partner, Scale Venture Partners
- Sam Permutt - Managing Director, Cain
How can PE firm consolidate vast amounts of data for effective processing? How do you eliminate data silos and provide a holistic view of business performance?
- Susie Xiao - Sales Director, Quantium
- Pankti Shah - SVP, Finance, Sumeru Equity Partners
- Matt Loveless - Head of Data Science & Technology, Builders Vision
How are rising complexity, transparency demands, and audit scrutiny reshaping valuation and reporting? How can AI automate processes, accelerate valuations, and strengthen governance? And will the middle office evolve into a real-time data intelligence function?
- Yann Magnan - CEO & Co-founder, 73 Strings
How do firms select the right tech providers? How do you implement a tech-first approach when sourcing solutions for different solution around the investor journey and trade execution?
- Michael Basen - Head of StavMarket, Stavtar
- Alfred Chuang - MD & CFO, Kensington Capital Partners
- Alok Somani - CFO, Orbit Ventures
- Sunil Rao - Partner, CFO and COO, Plum Alley Ventures
What areas of performance reporting is technology providing a solution? How can you validate the valuations form your third party providers, and not replace them?
- Susannah Duke - Principal, Pelion Venture Partners
- Sudeep Poddar - Managing Director, Global Head of Valuations, General Atlantic
- Peter Sala - CFO, W Capital Partners
- Christian Diez - CFO & CCO, Coalesce Capital
How should firms be utilising AI agents? What have been the successful use cases? Is it as cost efficient as many suspect?
- Brad Collins - Principal, Enterprise Digital Transformation Leader, RSM US LLP
- Ted Dillon - COO, Clean Energy Ventures
- Dan Rochkind - CFO, Lerer Hippeau
- Phoebe Wang - Chief AI Officer, Nuvini
With increased tokenisation seen PE, how are firms tracking and storing tokens? Is increased tokenisation positive for private markets?
- Ayesha Kiani - COO, Monarq Asset Management
- Vanessa Grellet - Managing Partner, Arche Capital
- Zach Pandl - Head of Research, Grayscale Investments
How can technology address the gaps in private credit risk modelling? How can move beyond the current volatility models?
- Karen Kerr - Founder & General Partner, Exposition Capital