Thursday, October 26th, 2023 | The Penn Club of New York, Tarnopol Room

I

Leveraging Automation, AI, and Analytics to streamline Private Markets Operations

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At Linedata, we’re helping scores of funds to scale, adapt, and transform to maximize their opportunities and competitive edge. Our Global Services offering of outsourcing and co-sourcing solutions leverages leading technology platforms, AI/ML, and public cloud to transform how our clients operate.

Our service engagements leverage the expertise of highly trained professionals and two decades of industry best practices developed across the credit, hedge, private equity, and traditional asset management market.

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Agenda

Breakfast refreshments served

Arrival and Registration

8:30 AM

9:00 AM

Welcome and Introductions

• What are the most significant impacts of AI adoption within the private markets industry? Where is the greatest transformation being seen?

• Use cases are on the rise and AI is here and now. Discuss the most effective success stories of integrating AI into operations and investment processes right now.
• How is the industry taking adopting and leveraging AI, automation, and analytics in operations, and what is the level of adoption? Is it still at the Proof of Value level or are players scaling and institutionalizing AI?
  

• What are the practical implementation considerations and what can leaders do to navigate the complexities smoothly? What are the key elements in the AI Operations playbook to operationalize and institutionalize AI?
• AI Governance – How are organizations structuring AI initiatives for execution? Is this being driven centrally by CEOs and CTOs, or by individual business leaders, with CTOs facilitating this and defining the guardrails/implementation framework?
• AI is the future. What is the “AI dream” in the context of Private Market Operations? Fast forward 3 years, what aspects of Private Market Operations will be automated/impacted the most?

9:15 AM

Leveraging Automation, AI, and Analytics to streamline Private Markets Operations: Trends and Use Cases

Speakers:

• Tony Griffiths, Director of Content, Private Equity Wire (moderator)
• Chris Beels, Principal, Co-CTO, GoldenTree Asset Management
• David Italiano, Senior Associate, Paine Schwartz Partners
• Anup Kumar, EVP & Business Head, Linedata
• Michael Oliver Weinberg, Investor, CMT Portfolio Advisors

10:00 AM

Closing Remarks

10:30 AM

Networking & Event Close

Chris Beels

Principal, Co-CTO at GoldenTree Asset Management

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Tony Griffiths

Director of Content at Private Equity Wire

David Italiano

Senior Associate at Paine Schwartz Partners

Michael Oliver Weinberg

Investor at CMT Portfolio Advisors

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Anup Kumar

EVP & Business Head at Linedata

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The Penn Club of New York

Address: 30 West 44th Street, New York, NY 10036

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Venue Requirements

We kindly ask attendees to please keep electronic devices on silent during panels.

Business Casual Attire
For more information see the The Penn Club Dress Code

Dress Code

Electronic Devices

REGISTER FOR THE LINEDATA BREAKFAST BRIEFING

Please note that registration for this summit is only open to senior executives

at fund managers and investors.