Private Equity AI Strategy
Breakfast Briefing
8-11am | Tuesday May 5, 2026 | New York
In association with
Agentic AI in Practice:
What's real, What's hype, What to do next
Our breakfast briefings are carefully crafted to cut through the hype, provide accessible and actionable insights for Private Equity professionals. Dive deep into real case studies, engage in hands-on workshops, and develop valuable connections with experts. ​
Our Partners
Trailblazer Partner
Visionary Partner
Innovation Partners
Speakers
[more to be confirmed]
Delegates
Agenda
[to be confirmed - sample below]
Case study
From tech-led growth to agentic ambition
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In this fireside chat, we'll share the story of how a PE-backed, high-growth business put technology at the center of its value-creation plan - building the foundations that helped them outpace competitors, and positioning the company to take real advantage of the AI wave.
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We’ll cover:
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The foundation that enabled speed and scale: the practical infrastructure, engineering discipline, and data capability investments that made the business more resilient and made AI adoption easier (and safer)
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How they’ve applied AI so far: where AI is already creating tangible impact across teams and workflows, and what’s been harder than expected
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From AI use-cases to agentic ambition: why they see agentic AI as a meaningful next step, what “agentic” means in their context, and where they think the near-term value is
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What they’ve done to date on agents: early experiments, learnings, and the conditions they believe need to be in place before scaling
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Pragmatic execution lens: how they think about controls and guardrails, integration into real processes, and how to judge ROI signals versus “innovation theatre”
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Expect an operator’s perspective on sequencing: getting the basics right, delivering value with AI today, and laying credible groundwork for agentic capability tomorrow.
Workshop
Build an AI agent for a real PE workflow
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To close the morning, we’ll shift from listening to doing. In this fast-paced, table-based workshop, delegates will work with their peers to design and build a simple AI agent in Claude Code for a private equity workflow — all within a 50-minute sprint. The goal isn’t to create a “perfect” production system; it’s to give everyone a practical, shared understanding of what agentic AI actually is, how it works, and where it can (and can’t) create value. What's included:
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A quick orientation: what we mean by “agentic”, what Claude Code is doing under the hood, and the core building blocks of an agent (task, steps, tools, constraints)
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Workflow selection: pick a PE use case (e.g., diligence support, portfolio performance insight, IC memo drafting, value creation tracking, vendor screening)
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Define the agent spec: objective, inputs/outputs, success criteria, escalation points, and human-in-the-loop controls
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Build + test in Claude Code: prompt structure, tool calls, memory/context, and iteration cycles to improve reliability
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Guardrails and risk: handling sensitive data, approval checkpoints, auditability, and avoiding “confident wrong” outputs
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Debrief: what worked, what broke, where ROI might show up first, and what it would take to operationalise safely
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