
Check back for additional speakers
Thursday, March 26
Check In & Breakfast
Welcome

Greg Brown
Keynote Addresses
9:15 AM

9:50 AM

Robert Kahn
10:25 AM
Networking Break
Session I
Panel IA: AI in Alternatives: The LP Experience
From use in deal sourcing, due diligence, and predictive modeling, AI tools have the potential to transform private markets and revolutionize investment strategies across the spectrum of alternative asset classes. But is this transformation happening? How are lps turning AI from a buzzword to a practical tool (or are they?)? Join this panel for a candid conversation and practical guidance about what’s working, what isn’t, and how AI is reshaping diligence, portfolio construction, and oversight.
Panel IB: Evergreens, Wealth, and the "Retailization" of Private Markets
Perpetual capital has become one of the cornerstone themes in private markets in the last year. These “evergreen funds” allow managers to reinvest fund proceeds and focus on sustainable value creation. However, they may also present liquidity and alignment issues. These structural differences between evergreens and traditional closed-end funds may affect manager decisions such as type, timing, and strategy for fund investments. This panel examines issues related to evergreen fund portfolio management that are important for both gps and lps to consider when making investment decisions.
Roundtable I: Private Equity
This roundtable will tackle the most pressing topics in private equity: from shifting valuations, and evolving exit pathways, to capital competition. Join this roundtable for a broad discussion of the industry from every angle: deal sourcing, value creation, fundraising, and portfolio management.
Applied Research Track I
Break
Refreshments available
Session II
Panel IIA: Liquidity Solutions for an Illiquid World
Private markets are awash in capital yet constrained by liquidity. As fundraising slows and holding periods stretch, an array of liquidity solutions has come to market. From secondaries to continuation vehicles (cvs), from GP stakes to CV2… how are investors thinking about opportunities, trade-offs, and best practices?
Panel IIB: Middle Markets
With companies large enough to demonstrate proven economics yet small enough to offer meaningful value-creation upside, the middle market continues to attract record levels of capital. But is the opportunity set expanding…or becoming overcrowded? Are today’s valuation expectations sustainable? How are sponsors sourcing proprietary deals when everyone claims they have an edge? And with rising interest rates and tighter credit conditions, which operational levers actually move the needle for middle-market companies?
Roundtable II: Real Assets
The landscape for investors in real assets is shifting fast: renewables are scaling, digital infrastructure is exploding, and traditional sectors like transportation and real estate face structural reinvention. And with private credit increasingly intertwined with real-asset financing, is the boundary between these asset classes disappearing? This roundtable will examine risk, return, and the diverse opportunity set found in today’s real-asset market.
Applied Research Track II
Break
Refreshments available
Session III
Panel IIIA: TPA and Private Assets
As the “total portfolio approach” gains momentum, private assets are being re-evaluated not as standalone sleeves but as components of a unified, risk-balanced portfolio. This panel discussion will examine how these assets fit into a holistic portfolio framework and address some of the important questions generated by TPA. Are illiquid assets truly delivering the diversification benefits investors assume? How should allocators size long-duration exposures when liquidity demands are rising? And what happens when traditional benchmarks no longer capture the role private markets play in a total-portfolio context? How should TPA adopters balance the tension between maximizing returns and maintaining flexibility?
Panel IIIB: Venture Capital
The landscape for technology, startups, and the economy continues to rapidly change, while competition for investment opportunities intensifies, and firms face increased scrutiny from regulators and the public. Even as valuations are recalibrated, the interest in AI, climate tech, and healthcare innovation remains high. Join our panelists for a discussion of the challenges and the opportunities facing venture capital in an era defined by disruption.
Roundtable III: Credit Strategies
Private credit has become one of the most dynamic—and debated—corners of the alternatives landscape, offering investors yield, diversification, and a front-row seat to structural shifts in the global lending market. This roundtable discussion will take a wide-angle view of the asset class, exploring the strategies, sectors, and structures best positioned to balance risk and return.
Applied Research Track III
Break
Refreshments available
Roundtable IV: CIO Discussion
How have the key risks and opportunities across sectors impacted asset allocation decision making? What key concerns are most frequently voiced from their constituents regarding portfolio investment strategy and performance? Join our roundtable of leading CIOs to discuss the key themes that are driving investment decisions across the portfolio.
