Seizing the AI Advantage: Value Creation & Risk Mitigation for Private Equity
Brought to you by Palladium Digital, Hitachi Solutions, and SureCloud
An exclusive breakfast summit for private equity leaders on practical AI, governance and value creation.
🗓 Date: Tuesday, 21st April 2026 | 🕐 Time: 7:30 AM – 10:00 AM | 📍 Location: Middle Eight Hotel, London
To express your interest in this event, please contact: [email protected].
Why attend?
Artificial intelligence is reshaping the private equity landscape, accelerating value creation, transforming diligence, and redefining risk management. Join 80+ senior PE professionals for a summit that goes beyond the hype, offering practical insights and real-world case studies from leading practitioners and their clients.
Co-hosted by Palladium Digital, Hitachi Solutions, and SureCloud, this event brings together experts in AI product design, Microsoft-powered deployment, and AI governance. Through keynote sessions, interactive panels, and a fireside chat, you’ll learn how portfolio companies are deploying advanced solutions at scale and implementing robust governance to manage risk and regulatory complexity.
Industry experts will share their direct experience of AI’s impact on value creation and risk mitigation, concluding with a candid Q&A panel, ensuring you leave with actionable strategies and a network of peers facing the same challenges and opportunities.
| Time | Session | Lead |
|---|---|---|
| 7:30 – 8:00 | Registration & Networking Breakfast | All |
| 8:00 – 8:05 | Welcome & Opening Remarks | Host |
| 8:05 – 8:35 | AI as a Value Lever & Risk Mitigator in PE | Palladium Digital & Guest |
| 8:35 – 9:00 | Deploying AI at Scale: Microsoft Suite in PE-backed Assets | Hitachi Solutions & Guest |
| 9:00 – 9:25 | From AI Chaos to Confidence: How PE Can Govern AI Without Killing Value | SureCloud & Caledonian Capital |
| 9:25 – 9:50 | Fireside Chat & Audience Q&A: Real-World Lessons from PE AI Adoption | All Speakers |
| 9:50 – 10:00 | Closing Remarks & Key Takeaways | Host |
Key Takeaways
Understand how AI can drive measurable value across the PE investment lifecycle, from sourcing and diligence to operational improvement and exit strategy.
AI as a value lever
Understand how AI can drive measurable value across the PE investment lifecycle, from sourcing and diligence to operational improvement and exit strategy.
Deployment at scale
Gain insights into deploying AI solutions using the Microsoft suite, including real-world examples from PE-backed assets.
Governance & risk
Explore frameworks for AI governance that enable innovation while managing regulatory, ethical, and operational risks.
Client perspectives
Hear directly from PE professionals who have implemented AI, learning from their successes, challenges, and lessons learnt.
Cross-functional collaboration
Recognise the importance of involving legal, compliance, technology, and business teams in AI initiatives for sustainable adoption.
AI as a Value Lever & Risk Mitigator in PE
Hosted by Rich Klee, Director of applied AI, Palladium Digital Group
- The dual edge of AI in PE: How AI can unlock operational efficiencies and new revenue streams while also introducing new categories of risk, ranging from data leakage to model drift and regulatory exposure.
- From hype to impact: Practical examples of how portfolio companies are deploying AI to automate processes, enhance decision-making, and create competitive advantage, while avoiding common pitfalls.
- Risk mitigation in action: Strategies for identifying, quantifying, and proactively managing AI-related risks at both the portfolio and asset level, ensuring resilience as adoption accelerates.
- Building future-proof value: A roadmap for PE firms to embed AI as a core value lever, balancing innovation with robust risk controls to protect and enhance investment returns over time.
From AI Chaos to Confidence: How PE Can Govern AI Without Killing Value
Hosted by Nick RaXerty, CEO and Co-Founder, SureCloud and Caledonian Capital
- The messy reality of AI in portfolios: shadow tools, fast-evolving models and agents, specialist vendors everywhere, and inconsistent adoption that boards and ICs often can’t see.
- You can’t govern what you can’t see: how PE firms can quickly map where AI is actually used, by whom, and with what data, across all assets.
- Governance without killing value: using workflow- and use-case-based controls instead of blanket bans, so AI continues to drive efficiency and growth.
- A practical takeaway for PE: a pragmatic “minimum viable AI governance” approach that works today and can evolve as models, agents and regulatory frameworks change.
Deploying AI at Scale: Microsoft Suite in PE-backed Assets
Hosted by Rob Worsley – European Head of Data, Analytics, and AI.
- Transitioning from isolated pilot projects to enterprise-level AI implementation: Most AI initiatives stall at the pilot stage. Scaling AI across an enterprise requires more than models: strong data foundations, user-centric design, change and adoption all contribute to driving repeatable ROI.
- Real-world use cases delivering measurable impact: Practical examples where AI and agents have been used to automate high-volume work, reduce time to value, and improve quality. Examples include deployed AI and agent solutions across order-to-cash, HR shared services, customer operations, and software delivery.
- Governance and risk control are value creation tools: By managing new risk categories such as data leakage, model drift, and regulatory exposure, organisations can deploy AI faster and more confidently across multiple portfolio assets.
- Why the Microsoft stack enables AI to scale across a portfolio: Essential information about the Microsoft stack and how it can provide a standardised, secure foundation that allows PE-backed organisations to deploy, govern, and reuse AI capabilities consistently across multiple businesses.
Details
- Date 21 April, 2026
Venue
- Middle Eight Hotel