Private markets firms are under increasing pressure to scale without adding complexity.
At the same time, advances in AI are exposing the limits of existing operating models and forcing a rethink of how work gets done across operations, finance, and investment teams.
Allvue Access EMEA brings together a select group of industry leaders to explore what this shift looks like in practice.
Through focused discussions and peer exchange, we’ll cover:
● How firms are moving beyond automation toward more intelligent, adaptive workflows
● The role of data in enabling AI and why it remains the biggest challenge
● Where firms are seeing measurable impact today
● How operating models are evolving across front, middle, and back office
Attendees will also have the opportunity to explore a curated set of product innovations and partner solutions designed to support these evolving operating models.
AI is high on the agenda for most private markets firms, but turning ambition into real impact is proving far more complex.
In this session, panelists will share how they are putting AI to work in practice: where it is delivering measurable value today, where it’s falling short, and what had to change across data,
workflows, and teams to make progress.
The discussion will also explore the ongoing challenges around data readiness, evolving talent needs, and increasing pressure from LPs for faster, more transparent reporting.
• Mack Santora, Head of AI, Allvue
• Miles Courage, Head of EMEA Private Markets, J.P. Morgan
• Louis Crasto, Managing Director, Co-Lead, RSM Fund Services +
• Bala Subramanian, Fintech Executive, Alphastream
• Matt Hook, Director FMO – Europe, London, Alpha Alternatives
Private credit is under scrutiny — from LPs, from regulators, and from the market. This session looks past the noise to explore how better data and credit risk intelligence are reshaping the way firms assess, communicate, and act on risk — and what that means for the analysts, CFOs, and portfolio managers navigating it.
Marc Scheipe - CEO, Allvue
David Little - General Manager & Head of Asset Management, Moodys
