The 2026 Private Markets AI Summit: The Race Toward Institutional Intelligence

The 2026 Private Markets AI Summit will bring private-markets investors, technology executives, operating leaders, and AI builders together in New York on November 4 for a full-day discussion about institutional intelligence.

Why this summit matters

The private-markets AI conversation is moving beyond isolated copilots and experiments. Firms are beginning to consider agentic workflows, enterprise integration, portfolio-level deployment, and the decision infrastructure required to use AI across investing, operations, and value creation. The important questions now involve governance, data quality, implementation, and measurable operating advantage.

Private Markets Forum is positioning the summit around that transition: how institutions build AI into real workflows while maintaining control, reliability, and accountability. The announced participants span global investment insights, applied AI, operations, technology, and direct lending.

What will be discussed

• Agentic workflows for investment and operating teams
• Portfolio-level AI deployment and adoption
• Enterprise integration, data architecture, and governance
• Decision infrastructure for private-market institutions
• The role of CTOs, CDOs, AI leaders, and operating partners
• How technology builders can meet institutional requirements

Participants

Announced participants include John Polis, COO and CTO at Star Mountain Capital; Ozzie Genc, CIO at Charlesbank Capital Partners; Rajesh Tembarai Krishnamachari, Head of Global Investment Insights at Apollo; Robby Bourgeois, CFO of Man US Direct Lending; and Rehan Hasan, SVP of Applied AI at the Abu Dhabi Investment Council.

Who should attend

The summit is intended for CTOs, CDOs, AI and engineering leaders at private-market firms, operating partners, platform and value-creation teams, investors evaluating AI infrastructure, and founders building technology for institutional workflows.

Event details

• Date: November 4, 2026
• Time: 8:00 AM-5:00 PM ET
• Venue: @Ease 605
• Address: 605 3rd Ave, 7th Floor, New York, NY 10158
• Host: Private Markets Forum, produced and hosted by Marc Andrew
• Tickets: Published pricing ranges from $895 to $1,195 by purchase date; qualifying LPs and GPs may apply for the $95 rate
• Registration: Apply through the official summit page

Pricing, eligibility, and the participant roster can change. Use the official registration page for the organizer's latest information.