AI in Private Markets for CFOs/COOs
The CFO & COO Summit for Transformation & Scale.
November 13, 2025
Thursday, 3:00 - 8:00 PM
Ireland House, 200 Park Avenue, 17th floor, New York
About the Event
The AI in Private Markets Leadership Summit brings together senior finance and technology executives to explore how AI is reshaping operations, reporting, and growth in the alternatives industry.
From keynotes to panel discussions, leaders share practical insights on transformation, automation, and data strategy across private markets.
Agenda Overview
A focused half-day program featuring keynotes and panels offering actionable insights on AI, finance, and operational transformation.
Keynote
David Teten
Partner | Orange Collective VC
Chair, Alts Tech
PANEL 01
Operational Excellence
- AI in Finance, Ops & Reporting
- Automating NAV, Fund Admin
- Foundational layers, Use cases
- Implementation, Risks & Futures
Speakers
MSIM
Maurice Tsuro
Head of Operations, Private Markets
JP Morgan
Jon Wondrack
Managing Director
Arcesium
Matthew Katz
SVP – Field CTO, Client Success
Banyan Lake Consulting
Abby Miller
Founder | Ex Blackrock, Fortress, Blackstone
Moderated by
PANEL 02
CTO Experts
- Data Readiness
- Build versus buy decisions
- Examples of AI in action
- Future Outlook
Speakers
Balyasny Asset Management
Charlie Flanagan
Chief AI Officer
Tradeweb
Sherry Marcus
Head of AI
Houlihan Lokey
Andrew Wilson
Chief Data Officer
Cerberus Capital Management
David Kim
CIO
Glenborn Corp
Feargall Kenny
Founder
Moderated by
PANEL 03
AI Implementation
- How to implement AI
- Strategy & Governance
- Leadership & People mgt
Speakers
Balyasny Asset Management
Ioana Boier
Global Head of Capital Markets Strategy
AI Transformation Author
Deborah Wall, PhD
Exec Leader. Ex
Wells Fargo, Prudential, Morgan Stanley
McKinsey & Company
Daniel Philbin-Bowman
Associate Partner
Cerberus / BlackRock
Gary Bigley
Global Head of Business Re-Engineering
Tungsten Automation
Tamas Hevizi
Chief Strategy Officer
Moderated by
Organizer
Bringing together leaders in finance and technology for insight-driven summits.
Sponsors
Details
November 13, 2025
Thursday, 3:00 - 8:00 PM
New York
Ireland House, 200 Park Avenue, 17th floor
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