21st April

    Middle Eight Hotel, London

    Seizing the AI Advantage

    Value Creation & Risk Mitigation for Private Equity

    21st April 2026

    Middle Eight Hotel, London | Invitation Only Executive Breakfast

    Meet the Team

    Nick Rafferty


    CEO & Co-Founder,
    SureCloud

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    Rich Klee


    Senior Director, Applied AI,
    Palladium Digital

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    Rob Worsley

    European Head of Data, Analytics, and AI.
    Hitachi Solutions

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    Why attend?

    Artificial Intelligence is rapidly reshaping the private equity landscape. Across sourcing, diligence, operational optimisation and exit planning, AI is emerging as a material driver of portfolio value.


    Yet adoption across portfolio companies is often fragmented and inconsistent, with limited board level visibility. Shadow tools, specialist vendors and evolving regulatory expectations are creating new operational and reputational exposure.


    Seizing the AI Advantage is a private, senior level breakfast discussion designed for private equity leaders navigating this shift. The session focuses on practical value creation, scalable deployment and governance models that enable innovation without compromising control.

    What This Session Delivers

    • Clear examples of measurable AI driven value across the PE lifecycle
    • Deployment insight from Microsoft powered portfolio environments
    • A pragmatic governance framework suitable for complex multi asset portfolios
    • Peer level discussion under Chatham House principles

     

    Past Events

    Detailed Agenda

    07:30–08:00

    Registration & Networking Breakfast

     
    08:00–08:05

    Welcome & Opening Remarks

     

    8:05–8:35

    AI as a Value Lever & Risk Mitigator in PE hosted by Palladium Digital & Guest

     
    08:35–09:00

    Deploying AI at Scale: Microsoft Suite in PE-Backed Assets hosted by Hitachi Solutions & Guest

     

    09:00–09:25

    From AI Chaos to Confidence: How PE Can Govern AI Without Killing Value hosted by SureCloud

     

    09:25–09:50

    Fireside Chat & Audience Q&A

     

    09:50–10:00

    Closing Remarks & Key Takeaways

     

     

     

    Speakers & Perspectives

    • Show All
    • SureCloud
    • Palladium Digital Group
    • Hitachi Solutions
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    SureCloud

    Nick Rafferty

    Nick Rafferty, CEO and Co Founder of SureCloud, will explore the reality of AI adoption across portfolios, including shadow tools, fragmented usage and limited board visibility. He will outline how PE firms can map AI usage across assets, implement a pragmatic minimum viable AI governance framework, and introduce workflow based controls that enable innovation without restricting value creation.

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    Palladium Digital Group

    Rich Klee

    Rich Klee, Director of Applied AI, Palladium Digital Group, will explore how AI acts as both a value accelerator and a new category of portfolio risk. He will examine how PE firms are unlocking operational efficiencies and new revenue streams, while proactively managing risks such as data leakage, model drift and regulatory exposure at both asset and portfolio level.

    1_Robert Worsley_BW
    Hitachi Solutions

    Rob Worsley

    Rob Worsley, European Head of Data, Analytics and AI at Hitachi Solutions, will explore how private equity backed organisations move from isolated AI pilots to enterprise level implementation, including the challenges of scaling adoption across complex portfolio environments. He will outline how PE firms can establish strong data foundations, leverage the Microsoft stack as a secure and standardised platform, and deliver repeatable return on investment through scalable, governed AI deployment across multiple portfolio assets.

    Key Takeaways

    • AI as a value lever Drive measurable impact across sourcing, diligence, operational improvement and exit strategy.
    • Deployment at scale: Deploy AI solutions effectively across Microsoft powered portfolio environments.
    • Governance & risk: Implement frameworks that enable innovation while managing regulatory and operational exposure.
    • Client perspectives: Learn from real world implementation experience within PE backed assets.
    • Cross functional collaboration: Align legal, compliance, technology and investment teams for sustainable AI adoption.

     

    Request an Invitation

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