Most capital markets and private equity firms have run AI pilots. Far fewer can point to a return on the P&L. The gap is not budget or ambition — it is infrastructure. While the industry has been debating which model to use, the firms pulling ahead have been doing something less glamorous and far more consequential: rebuilding the foundation underneath. This session uncovers how to move past the hype and get specific about what it takes to operationalize and extract value from AI. 

Generic LLMs are not robust enough to solve for the nuances of private credit covenants, complex deal structures, or multi-entity reconciliations. We examine how firms are building structured data layers using knowledge graphs and RDF ontologies to provide the 'ground truth' required for high-stakes execution. It is about creating an infrastructure that allows AI to trace every output back to a source the compliance team can defend. We will discuss the shift from commoditized, third-party models to building a proprietary, sovereign intelligence layer. 

On the operational side, chatbots answer questions, but the real value lies in AI that performs work. We uncover the requirements for 'Agentic AI' in practice; including initial due diligence on a target company, trade break resolution, and automated deal origination workflows. We examine the critical shift from 'human-in-the-loop' bottlenecks to 'human-on-the-loop' oversight. This is where the capital is currently flowing. The conversation focuses on how the most sophisticated firms are finally bridging the gap between technical potential and commercial reality.

Speakers:

Krishna Vinjamuri, CTO and Global Head of Technology, Enterprise Solutions, S&P Global Market Intelligence

2026 is redefining the IPO landscape, with mega‑listings like SpaceX and Anthropic pushing valuations into the trillions and deal sizes to record levels. As capital concentrates into fewer, significantly larger transactions, syndicate desks are facing unprecedented pressure on order books, price discovery, and allocation. These deals are not just testing investor appetite — they are stress‑testing the underlying market infrastructure, from trading capacity to settlement systems. This panel will explore whether today’s capital markets are built to handle this new scale—and what must evolve to support the next generation of IPOs.

Private market valuations are under increasing scrutiny—from LPs demanding deeper, more timely insight to GPs navigating growing operational complexity. Hear how leading firms are responding to shifting market dynamics, by improving transparency, strengthening governance, and leveraging AI-powered solutions to expedite valuations and reporting. 

In today’s dynamic loan markets, operational efficiency is paramount. This panel brings together leaders from the buyside, sell side, and agent sectors to explore how innovative technologies and artificial intelligence are revolutionizing every stage of the loan lifecycle, from origination and settlement to administration, reporting, and compliance. As the industry experiences robust growth across both broadly syndicated and private credit portfolios, our panelists will share actionable insights on unlocking efficiencies in loan market operations.

AI is shifting client lifecycle management from insight to execution. This session explores how agentic AI, embedded in platforms like CLM Pro, is automating onboarding, KYC, and regulatory workflows—and why trusted data is becoming the key differentiator. We’ll share what’s working today, what’s still hard, and what firms should expect as they move toward more autonomous operations. 

Enhanced performance data & standardization empowers GPs to better serve their LPs and differentiate their firms. We dive into practical ways GPs can leverage better performance data, including the S&P Global, Cambridge Associates and Mercer Performance Analytics, to streamline quarterly reporting, accelerate fundraising cycles, and demonstrate track record credibility. 

As private credit firms continue to grow in size, strategic complexity, and investor base, operational infrastructure has become a critical differentiator. Many managers are no longer focused solely on direct lending or traditional private credit strategies; they are increasingly managing portfolios that span private credit, broadly syndicated loans, opportunistic credit, and other adjacent asset classes. This convergence is raising important questions around operating models, technology, data, risk oversight, cash management, and reporting.  

This panel will explore how firms are scaling their back- and middle-office capabilities to support growth, while managing private credit and broadly syndicated credit books. The conversation will also examine how broader market trends are shaping operational priorities. 

AI is moving quickly from experimentation to execution, but in highly regulated workflows, technology alone is not enough. The real opportunity lies in combining AI, domain expertise, managed services, and workflow automation to create operating models that are more scalable, transparent, and resilient. 

This session will explore how firms are weaving AI into managed services across middle to back office operations. Panelists will discuss where AI can reduce manual effort, improve data quality, strengthen controls, and accelerate client outcomes, while also addressing governance, explainability, auditability, and human oversight. 

The conversation will focus on what practical adoption looks like: how to separate AI hype from measurable workflow improvement, how managed services can create a control layer around AI-enabled processes, and how firms can modernize operating models without increasing regulatory or operational risk.

As private markets scale and diversify, firms are rethinking how they manage client lifecycle processes, particularly around complex investor onboarding, KYC, and ongoing maintenance. This session explores how automation, API-first platforms, and AI are improving data capture, documentation, and transparency across the lifecycle. 

We’ll look at how firms are modernizing workflows to handle bespoke structures and fragmented data, while balancing flexibility with the governance and control required in regulated environments. 

Our Lending Solutions team will interview one of our clients discussing how they are scaling their loan operations through automation.  

The move toward atomic trading is no longer a theoretical market structure debate — it is becoming an operational reality. As US markets prepare for extended trading models, firms must rethink what it means to support trading, clearing and settlement, across a longer market day. 

This session will bring together perspectives on what comes next for 24/7 trading and what the industry needs to solve before adoption can scale. The discussion will examine the implications for post-trade infrastructure, including corporate actions processing, trade-date conventions, regulatory reporting, tax workflows, exception management, staffing models, and operational resilience.