About this session

For a general partner, AI lands on margin, firm valuation, the next fund's operating model, and what you say when an LP or your IC asks what you are doing. Most GPs are working from a distorted picture: enthusiastic vendors on one side, sceptical partners on the other, and little honest information about what comparable firms have actually achieved.

This 45-minute session is intended to correct that. We look at AI adoption from the perspective of someone accountable for the whole firm: where the returns have shown up and how large they are, what it does to management company economics and the cost of scaling AUM, how it changes the team you need next, and how it features in LP diligence. We address governance seriously, including who owns AI risk in a partnership, what regulators are signalling, and your exposure on confidentiality and LP data. We are also clear-eyed about the cost of moving badly: money spent on tools nobody adopts, initiatives with no owner, and the credibility damage of overclaiming. The aim is to give you enough grounded detail to make a considered decision and defend it to your partners and investors.

Agenda

• Framing the decision. Why this sits with the partnership, and what is actually being decided.

• What has demonstrably worked. An honest read on cycle times, error rates, capacity released, and cost.

• Management company economics. The effect on margin, cost-to-scale-AUM, hiring, and how the firm is valued.

• LPs and diligence. What sophisticated allocators are probing for, and what a credible answer sounds like.

• Governance, risk and regulation. Ownership of AI risk, confidentiality and LP data, and the controls that must exist.

• The cost of moving badly. Failed pilots, unadopted tools, absent owners, and overclaiming to investors.

• A defensible firm-level position. What to decide now, what to defer, and how to communicate it.

• Live Q&A