AI and The Future of Alpha in Private Markets

Date: Thursday, June 18th
Time: 12 pm ET | 9 am PT | 5 pm BST

While 2025 focused on the conceptual promise of AI in private equity, 2026 marks the year that the world’s top GPs transitioned from experimentation to agentic execution. This session will explore how the industry's elite are leveraging information to maintain an edge.

Ryan and David will discuss:

• The Final Data Frontier: Why expert calls remain the "last data set" to be fully integrated into AI platforms and how to extract signal from high-stakes human intelligence.
• The Counter-Intuitive Signal: Insights from the AlphaSense-Tegus merger, including why high expert call ratings can actually serve as a negative indicator for sophisticated investors.
• The Rise of the Investment Architect: How analysts are moving away from manual data gathering to designing agentic workflows that live directly on their desktops.
• The 2030 Vision: A look at the future of the investment office, where the analyst’s screen is no longer a collection of tabs, but a command center for autonomous agents.