
4:30–5:15pm BST · 11:30am–12:15pm ET
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.
What we’ll cover
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
45 minutes including live Q&A. You’ll leave with enough grounded detail to make a considered decision and defend it to your partners and your investors.
