Private Equity AI Strategy
Breakfast Briefing
8-11am | Tuesday May 5, 2026 | New York
In association with
Agentic AI in Private Equity:
What Matters Now and What to Do Next
A practical breakfast briefing for PE leaders on where agentic AI is starting to matter, what to prioritise now, and how to turn early momentum into real operating advantage across firms and portfolios.
Insightful
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 no attribution setting
Independent
Explore AI’s potential with confidence with an open, trusted network and no hidden agenda
Our Partners
Trailblazer Headline Partner
Visionary Partners
Innovation Partners
Speakers
Operating Principal, CD&R
Alan Rozet
Alan joined CD&R in 2022 and is engaged in technology, AI and operational value creation across the portfolio, in addition to executing technical diligence.
Chief AI Officer, West Monroe
Bret Greenstein
Bret is a leader in AI and AI agentic transformation, helping clients across industries harness the power of AI and data to innovate, optimize, and transform their businesses
Associate Director, EQT Digital, EQT Group
Josefin Frick
Josefin joined EQT in 2018 within the Digital Business Development team. Previously Josefin worked as an Analyst at Groupon and holds an B.Sc in Information Systems.
Founder & CEO, Auquan
Chandini Jain
Chandini had 10 years in finance, working Optiver and Deutsche Bank before setting up Auquan in 2018 - an Agentic AI platform for finance professionals
Head of AI Solutions, Ramp
Ori Daniel
Ori is leading AI Solutions at Ramp, delivering forward-deployed AI applications. Ori draws on his experiences at Google, Palantir and management consulting.
Delegates
Agenda
This session is designed for PE leaders who have moved beyond early curiosity and are now asking more practical questions: where agentic AI is starting to create real advantage, how to separate meaningful progress from market noise, and what needs to change inside firms and portfolios to turn experimentation into operational value.
The morning will bring together real-world case studies, strategic discussion, and peer exchange to explore how private equity firms are applying AI today, where agentic approaches may change how work gets done, and what good looks like when it comes to governance, operating models, adoption, and ROI. The discussion will reflect the wider maturity range in the New York market, where some firms are still building foundations while others are already thinking about AI agents as part of the future workforce.
Delegates will leave with a clearer view of where agentic AI is genuinely gaining traction, a better understanding of the decisions that matter most now, and practical insight they can apply across the firm and portfolio.
Introduction
Opening remarks + Agentic AI level-set
Steve Budd, Founder, AI Pathfinder
Chandini Jain, Founder & CEO, Auquan
We’ll open the morning by setting the tone for AI Pathfinder in New York and grounding the discussion in where private equity firms currently stand on AI maturity, readiness, and agentic adoption. Steve will share benchmark insights from the room and wider network, followed by Chandini, who will provide a practical level-set on agentic AI, helping delegates distinguish between AI assistance, workflow automation, and genuinely agentic ways of working.
Case studies
Applying Agentic AI in the Portfolio
Moderator: Bret Greenstein, Chief AI Officer, West Monroe
Speakers:
Alan Rozet, Operating Principal at CD&R
Josefin Frick, Associate Director at EQT Group
This session will focus on where agentic AI is becoming relevant across portfolio companies, what it takes to turn interest into operational progress, and what separates real traction from surface-level experimentation. We will get beyond the headlines and into the implementation realities around value creation, ownership, readiness, and adoption in the portfolio.
Expert view
From Pilot to Progress - an AI Operator’s View
Speaker:
Ori Daniel, Head of AI Solutions at Ramp
In this short operator-focused session, Ori Daniel, Head of AI Solutions at Ramp, will share what seasoned AI operators learn when trying to move from experimentation to repeatable adoption. The discussion will focus on how to unlock scale, where organisations tend to get stuck, and what PE leaders should be asking if they want to accelerate progress across firms and portfolios.
Workshop
Redesigning a PE workflow for the agentic era
Speaker:
Chandini Jain, Founder & CEO, Auquan
To close the morning, Chandini Jain will lead a practical, table-based working session designed to make the “agentic” question more concrete. Rather than asking where AI could simply assist, each table will work through a PE workflow and discuss which parts should remain human-led, which are best handled by deterministic automation, and which could be owned or coordinated by agents, along with the controls and conditions needed to make that credible in practice. The aim is to give delegates a more useful framework for thinking about agentic application in their own context.