Private Equity
AI Strategy Day
8am-4pm | October 13, 2026 | New York
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.
Focus
Turn AI interest into scalable, measurable impact across your firm and portfolio
Practical
Practical playbooks, real cases, and working sessions you can apply immediately
Accessible
A clearer path from “where do we start?” to confident action in a trusted setting
Independent
Explore AI’s potential with confidence with an open, trusted network and no hidden agenda
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.
Who’s Attending?
This event brings together 60-80 senior professionals from leading mid-market firms 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.
This is a highly curated group, designed to foster honest, peer-level conversations, not product pitches or surface-level introductions. The result is a day of sharper discussion, shared experience, and valuable connections for leaders in private equity, venture capital, and asset management.
Our Partners
Visionary Partners
Activation Partners
Innovation Partners
Meet the Speakers
(more coming soon)
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Managing Director, Goldman Sachs
Prerak Vohra
Prerak is a strategic, people-focused leader with 8+ years of global consulting experience, helping firms unlock growth, transform operations and deliver measurable, lasting impact through trusted leadership relationships.
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Chief Data & Analytics Officer, Apax
Ishan Gammampila
Ishan is a data and technology expert with 14+ years of experience across analytics, ML, AI, automation, architecture and governance, with a strong track record of delivering sustainable, measurable business value.
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VP, Technology Excellence, SK Capital Partners
Trevor Ross
Trevor is a data and AI leader specializing in AI development, data-driven organisations and enterprise transformation, helping businesses modernize technology, unlock value and drive measurable improvements in performance.
Chief Product Officer, IANS
Paul Henderson
Paul leads the product and technology organizations at portfolio firm IANS. He is a growth-focused information services executive with a proven track record of scaling businesses and accelerating profitability.
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Partner - Data & Analytics, West Monroe
Cam Cross
Cam is a data and AI specialist focused on helping data teams harness emerging technologies. He explores AI applications, experiments with new tools and approaches, and works to push the field forward through collaboration and innovation.
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Head of North America Private Equity Partnerships, Net Suite
Jackie Joelson
Jackie is a partnerships leader with over a decade of experience scaling platform adoption and go-to-market success through relationships across private equity, SaaS and other businesses.
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Global Head Private Equity Business, GlobalLogic
Amit Soni
Amit helps private equity firms and portfolio companies accelerate value creation through digital transformation, AI and technology strategy, focusing on measurable outcomes, operational efficiency, growth and sustainable performance.
Agenda
Networking breakfast
8.00-8.30
Start the day with decent coffee and conversations 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.
Speakers:
Steve Budd, Founder, AI Pathfinder
Crawford Hawkins, Founder and CEO, Virgil
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.
Speakers
Ishan Gammampila, Chief Data and Analytics Officer, Apax Partners
Moderator: Jackie Joelson, Head of North America Private Equity Practice, NetSuite
Case studies
9.20-10.00
The Advantage Showcase: 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.
Moderator: Amit Soni, Global Head Private Equity Business, GlobalLogic
Turning Live Institutional Memory into IP: Building a Shared Brain
At IANS, a cyber security data business, Paul Henderson has built what the company calls a shared brain: an agentically updated database written from every meeting transcript, decision and client interaction which can respond to queries in real time. He will explain what prompted it, what it has replaced, where the savings and operating leverage are, and why he expects it to carry real weight in an exit process.
Speaker: Paul Henderson, CPO, IANS
More speakers to follow
Panel
10.30-11.10
AI Adoption Is Accelerating, but Are You Measuring What Actually Matters?
Learn why leading organizations are shifting from tracking AI usage to proving business value, and how a new approach to measuring AI ROI can guide smarter investments..
Speakers
Trevor Ross, VP, Technology Excellence, SK Capital Partners
Prerak Vohra, Managing Director, Goldman Sachs
Moderator: Cam Cross, Partner, Data and Analytics, West Monroe
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
13.00-14.35
In 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. Each session pairs a real customer story with a hands-on exercise at your table.
Workshop 1 - Facilitated by 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)
Speakers
TBC
Workshop 2 - Facilitated by Glean
(Title TBC - Portfolio value creation focused)
Speakers
TBC
Closing keynote
14.35-15.00
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.
Speaker: TBC