Private Equity
AI Strategy Day
8am-5pm | October 13, 2026 | New York
A flagship, executive working forum for Private Equity leaders moving from AI curiosity to capability
A curated full-day experience for private equity leaders who are operationalising AI. This is not a traditional conference. Expect concise talks, grounded case studies, structured peer discussion and practical workshops that informs strategy and immediate next steps.
Why Attend: From Curiosity to Capability
This day is designed to give you practical insight into AI in private equity, not theory. Everything is tailored to the realities of deal-making and portfolio operations.
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Focused on what’s working, and what to avoid, from firms already deploying AI across private equity and venture capital.
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Built for your world: every session and speaker is rooted in private equity and portfolio value creation.
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No vendor pitches, just peer-led perspectives grounded in real implementation.
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Walk away with usable frameworks, clear next steps, and valuable connections.
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A curated room ensures open conversation with peers facing similar priorities in private equity, asset management, and beyond.
Our Partners
Visionary Partners
Activation Partners
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Innovation Partners
Meet the Speakers
(sample from 2025)
Get specifics: not just what could work, but what’s already working.
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Who’s Attending?
This event brings together 60-80 senior professionals from over 100 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.
Agenda
(sample from 2025)
Networking breakfast
8.00-8.30
Start the day with decent coffee and convesations among peers who work in your world.
Opening keynote
8.40-9.20
AI-Native vs. AI-Adopting – What PE Can Learn from Both Worlds
We’ll open the day with a compelling keynote. AI-native firms show what’s possible when workflows, culture, and scale are designed around AI from day one. PE-backed companies face the tougher challenge of adoption - rewiring existing models without breaking what works. In this opening plenary, Anthropic and Inflexion will share perspectives on both sides, giving delegates a grounded view of what “AI-first” really means in practice.
Nicholas Lin, Product Lead, Claude for Financial Services at Anthropic
Jan Beitner, Director Data & AI, Inflexion
Agata Nowicka, Managing Partner, Visionaries – Moderator
Case studies
9.20-10.00
Three Stories, Real Impact: AI in Action Across Private Equity This session brings together three candid case studies from leading firms, each sharing their experience of putting AI to work. From culture change to product innovation and portfolio enablement, you’ll hear what worked, what didn’t, and the lessons learned along the way. Real stories, practical insights, and ideas you can take back to your own firm. Aris Valtazanos, Head of Data & Analytics, Oakley Capital vLex began as a data-rich legal tech platform but it was the leap into GenAI that truly unlocked its growth. Hear how Oakley-backed vLex built an AI legal assistant that transformed workflows, expanded markets, and ultimately helped drive a successful exit. This honest account will walk through what worked, what didn’t, and the lessons any portfolio company can take forward. Mei Leung, Planning & Operations Director, 3i Group After leading 3i’s GenAI initiatives for 18 months, this speaker shares a powerful reflection: AI transformation is as much cultural as it is technical. Discover how shifting employee mindset—empowering teams to explore small, daily improvements—has led to broader, self-sustaining AI adoption. This case offers a refreshing people-first approach that’s scalable across any organisation. Andrew Morgan, AI Delivery Lead, Apax From experimentation to implementation – what have we learned about what works for deal professionals? We take two contrasting examples and provide some practical insights as we juggle managing of expectations, technology limitations and a fast evolving vendor landscape while trying to add immediate value to the deal process.
Panel
10.30-11.10
Diligence in the Era of AI Frederik Brysse, Senior Vice President, PSG Frédéric Queudret, Operating Executive - Portfolio CTO, The Carlyle Group As AI reshapes the business and investment landscape, investors face the challenge of testing targets for disruption risk, defensible data, and sustainable advantage. Explore how diligence is adapting to keep pace with the speed of AI.
Strategic roundtables
11.10-12.00
From AI Pilots to Firm-Wide Adoption: Bridging the Gap Many PE firms experiment with AI pilots but struggle to scale them across the business. In these small-group discussions, you’ll share experiences with peers on what’s worked, what’s blocked progress, and what has enabled successful adoption. Facilitated by subject-matter experts, each table will capture key takeaways and practical recommendations that you can bring back to your own firm. Expect an honest, peer-to-peer exchange that turns the morning’s insights into actionable ideas.
Activation workshops
13.00-15.00
Stream A: PE Internal Workflows Stream B: Portfolio Value Each stream includes a series of 3 x working sprints, combining structured problem breakdowns, expert insight, and live case studies and demos of real tools in action. Led by Activation Partners and curated domain experts, these sessions are designed to move beyond theory - helping delegates uncover the practical steps, tools, and mindsets required to move forward with confidence. Portfolio Value (12th Knot plenary room) > Workshop 1 - Breaking the Copilot Ceiling: From Ad Hoc to Augmented Workflows Facilitator: Kubrick AI copilots can unlock new levels of operational excellence for PE firms and their portfolio companies - but only if they scale beyond ad hoc tasks. In this workshop, Kubrick’s AI experts will show how to turn messy, file-based data (from PDFs to invoices) into repeatable workflows that deliver real ROI. Through case studies, live demos, and practical frameworks, you’ll learn how to spot high-leverage use cases, align AI capabilities with operational pain points, and move from one-off experiments to portfolio-wide value. > Workshop 2 - AI Governance: The New Cybersecurity for Portfolio Value Facilitator: Attercop AI governance is fast becoming the new cybersecurity - critical for protecting investments and enabling safe innovation. Through case studies and an interactive diagnostic exercise, Attercop will show how governance can reduce risks like Shadow AI while unlocking ROI. This is for anyone serious about scaling AI responsibly across a portfolio. Internal PE Workflows (Basement studios 3 & 4) > Workshop 3 - Origination Reinvented: AI-Driven Deal Sourcing & Relationship Management Facilitator: Filament Syfter AI is reshaping how PE firms originate deals and nurture relationships. Learn from Filament Syfter’s 9+ years of PE experience with proven use cases, practical tools, and the building blocks needed to embed AI into sourcing processes. Get practical tips to build your firm’s AI business case, then see if it passes muster in AI Pathfinder’s very own Dragon’s Den. > Workshop 4 - Agentic Workflows in Practice: From CIM Screening to IC Memos Facilitator: Model ML with Fiona Satchell, Operating Partner, Three Hills See agentic AI workflows in action. From CIM screening to NDA review to IC memo drafting, Model ML and Three Hills will showcase workflows already embedded in portfolio operations. A hands-on session showing how agentic AI can deliver time savings and sharper insights in processes investors know well.
Closing keynote
15.10-16.00
Leading Through Chaos: Building the Future We Need Mark Stevenson, Futurist In a world gripped by turbulence - geopolitical shifts, societal fractures, and disruptive technologies — there’s no playbook for leadership. Private equity leaders are not bystanders; they are part of the system shaping what comes next. In this closing keynote, futurist Mark Stevenson will help delegates zoom out to confront the bigger picture of change and uncertainty, and then zoom back in on the leadership challenge: how to build resilient organisations that can innovate, adapt, and thrive. With humour, candour, and provocation, Mark will argue that culture trumps strategy, and that asking better questions - not chasing easy answers - will define tomorrow’s competitive advantage.