AI In Investing: Sourcing, Diligence, Execution, and Portfolio Management

Join YaleFin for a discussion on the growing use of AI throughout the investment process.
About this Event

Every sophisticated institution is exploring how to use AI to run more efficiently. In the investing industry, unsurprisingly venture capitalists have been among the earliest and most active adopters. However, private equity, hedge funds, credit funds, and other large players are also actively exploring these new tools. According to PwC’s Asset & Wealth Management Revolution report, 44% of asset managers already use AI/ML in investment decisions.

Our speakers will share how they’re using AI and managing its risks in their institutions:

• Hari Moorthy, Chief Technology Officer, Future Standard ($94b AUM) 
• Jarrad Berman, Partner, Portfolio Growth, TZP
• , Yale ‘93, Partner with Orange Collective, the AI-native Y Combinator alumni fund 
• Moderator: Casey Daggett, Senior Associate, Pillsbury
• OTHER SENIOR SPEAKERS TO BE ANNOUNCED SHORTLY

Our panel will discuss:

• Deal sourcing and market mapping at scale using proprietary data pipelines, LLM agents, and graph analytics
• AI-augmented diligence: automating industry research, expert calls, and risk detection to compress IC timelines
• Portfolio value creation: how GPs are deploying AI within portfolio companies to drive revenue growth and margin expansion
• Manager selection & monitoring: how LPs are evaluating GPs’ AI capabilities as part of underwriting and ongoing oversight
• Build vs. buy: lessons from funds developing internal AI platforms vs. leveraging vendors
• Data advantage: sourcing, structuring, and governing proprietary datasets as a durable moat
• Org design & talent: integrating data scientists, engineers, and investors into hybrid investment teams
• Risk, compliance, and model governance in regulated investment environments

Related background reading:

• AltsTech
• Building an AI-Native VC Firm

Agenda

🕑: 06:00 PM - 06:30 PM
Check In & Hors d'oeuvres
🕑: 06:30 PM - 07:30 PM
Panel Discussion
🕑: 07:30 PM - 09:00 PM
Reception & Networking