Private Equity
AI Strategy Day
8am-5pm | 15 September 2026 | London
Turn AI ambition into Measurable Advantage
The flagship full-day forum for private equity leaders operationalising AI across the firm and the portfolio. It is not a traditional conference: concise talks, grounded case studies, peer-only discussion and hands-on workshops, designed so you leave with practical next steps, not just ideas.
Why Attend: from capability to advantage
This day is built to give private equity leaders practical command of AI, not theory. Every session is rooted in the realities of deal-making and portfolio value creation, and designed so you leave with things you can use.
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See what's actually working, and what to avoid, from firms already deploying AI across private equity and venture capital.
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Go deep on your world, with parallel tracks for the deal side and for portfolio value creation, so the content fits your role.
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No sales pitches. Every contributor, practitioner and partner alike, is there to show how it's really done, grounded in real implementation.
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Leave with usable frameworks, clear next steps, and peer connections you'll keep using long after the day.
Our Partners
Visionary Partners
Activation Partners
Innovation Partners
Meet the Speakers
(coming soon)
Check out the speakers we had at our AI Strategy Day 2025
Who’s Attending?
This event brings together 200 senior professionals from over 100 leading mid-market firms and expert partners to explore the realities of AI in private equity. Attendees include Partners, Operating Partners, Investment Directors, CTOs, AI Operators, and value creation leads actively shaping portfolio performance.
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This is a highly curated group, designed to encourage honest, peer-level conversations, not product pitches or surface-level introductions. The result is a day of valuable discussion, shared experience, and useful connections for leaders in private equity, venture capital, and asset management.
Outline Agenda
Networking breakfast
8.00-8.30
Start the day with decent coffee and convesations among peers who work in your world.
Welcome & PE AI Benchmarks
8.30-8.45
Where the Room Stands: What the Latest Benchmark Tells Us About AI in PE
A fast-paced view of what our latest benchmark of the private equity community reveals about the state of AI adoption, where the field has moved, where ambition is outrunning readiness, and where the biggest gaps between the best and the rest are opening up. The data behind the day's conversation, in ten minutes.
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Steve Budd, Founder, AI Pathfinder
Opening keynote
8.45-9.20
What AI Advantage Really Looks Like in Private Equity
AI as an assistant is table stakes. The real prize is redesigning how a firm and its portfolio companies operate when AI is embedded from the start. This keynote makes the case for the AI-native operating model, what it looks like in practice, where the leverage compounds, and how the best firms are getting there without waiting for the technology to be perfect.
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Speaker: tbc
Case studies
9.20-10.00
The Advantage Showcase: Three Real Practitioner Stories
Three practitioners, twelve minutes each, one common frame. A deal-side leader, a portfolio operator, and a leader with a measurable ROI story walk the room through what they built, how they got people to actually use it, and what changed as a result. No hypotheticals, no roadmaps, just the specifics of what they did and what they learned.
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Speakers: tbc
Panel
10.30-11.10
From Adoption to Measurable Value: The Discipline of ROI
Almost every PE firm is now investing behind AI. What separates the firms turning that investment into measurable value from those still describing progress in effort rather than outcomes? This panel unpacks how the leaders in the room prioritise where to focus, what a defensible AI business case actually looks like, and what discipline it takes to keep proving return once a programme scales. Honest about what's hard, specific about what's working.
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Speakers: tbc
Strategic roundtables
11.10-12.00
From Insight to Action: What You'll Do Differently Tomorrow
A structured, small-group exchange at your table, chaired by a designated facilitator, to convert the morning's content into practical next steps. You'll share what's working in your firm, hear where peers are further ahead (and further stuck), and the part we're most interested in, leave with one or two specific things you'll actually go and do. All before we take lunch.​
Activation workshops
13.00-15.00
In two parallel streams, each running two 45-minute working sessions, you'll dig into how AI is reshaping the two arenas where PE actually creates value: the way your firm works, and the way your portfolio companies work. The stream will depend on your role. Each session pairs a real customer story with a hands-on exercise at your table.
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Stream A — PE Workflows
For those focused on how AI is changing the way PE professionals actually work: the analysis, the deal process, the information flow, the daily operating rhythm of the firm.
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Workshop 1 - Model ML
Reimagining the Deal Team's Workflow: What Changes When AI Is Woven In
How a leading PE firm has embedded AI directly into the daily flow of the deal team, from screening and analysis to memos and client-ready materials, and what changed in output, quality and speed as a result. What would it take for your deal team to work this way? (awaiting approval)
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Workshop 2 - Junior
From Notes to Knowledge: Turning the Firm's Conversations into an Asset
Expert calls, management meetings, diligence readouts: the raw material of every deal, but rarely captured, structured or reused. How one firm turned its voice-intensive workflows into a searchable, structured knowledge base that compounds across deals. Where is your firm's intelligence walking out the door? (awaiting approval)
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Stream B — Portfolio Value Creation
For those focused on how AI creates value inside the businesses you own: the leadership, execution and technical foundations that turn AI ambition into portco outcomes.
Workshop 3 - Attercop
Teach Them to Fish: A PE-Led Playbook for Portco AI Execution
How firms are getting stalled portcos moving by transferring AI capability directly into the leadership team, and measuring value on execution rather than intent. How could you turn AI ambition into real execution across your portfolio? (awaiting approval)
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Workshop 4 - Codurance
Under the Bonnet: Why AI Fails in Portcos, and How to Fix the Foundations
Most portco AI programmes stall not on ambition or budget but on the state of the underlying software and data. How to diagnose the foundations, prioritise what to fix, and make sure the AI moves you back you're actually able to deliver. Are your portcos' foundations ready to carry the AI you're backing? (awaiting approval)
Closing keynote
15.10-15.40
Horizon: The View From Here to 2030
We close the day where it started: with the bigger question. We spent the morning on what AI advantage looks like now, and the afternoon on what to build next. This closing keynote lifts our eyes to the horizon and what the next three to five years look like for private equity, for the companies you own, and for the work of investing itself. A speaker with the range to make you think differently, and the substance to make you rethink where you're pointing your firm. Not to be missed.
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Speaker: tbc