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,
Palladium Digital

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TBC

TBC,
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 & Caledonian Capital

 

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.

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Hitachi Solutions

Senior leaders from Hitachi Solutions will explore how private equity backed organisations can deploy AI solutions at scale using the Microsoft suite. This session will focus on practical implementation considerations, enterprise integration, and how to move from pilot initiatives to scalable transformation across complex portfolio environments.

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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