IPEM GLOBAL 2026
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AI Summit
Sep 10, 2026
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10:00 am
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12:30 PM
Summit Room 4
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Agenda
Summit Room 4
Sep 10, 2026
10:00 AM
10:20 AM
AI | The big picture on AI investing
Take a moment to reflect on where private markets exposure in AI is today compared to the last IPEM Global, and where it may be by the next.
Summit Room 4
Sep 10, 2026
10:20 AM
11:00 AM
AI | Navigating the AI gold rush: How do LPs invest in the AI theme?
Every investor is being asked the same question: how much of your portfolio should be in AI? Valuations are elevated, the hype is deafening, and FOMO is driving too many allocation decisions. How...
Summit Room 4
Sep 10, 2026
11:00 AM
11:30 AM
AI | Venture and growth: The AI opportunity in early focus
In the past few years, AI has attracted the lion’s share of VC funding. The median multiple for AI companies is 2.1x versus 1.4x of non-AI companies. What’s the early prognosis? How are AI-enabled...
Summit Room 4
Sep 10, 2026
11:30 AM
12:00 PM
AI | The demand signal: Data centres and what they mean for infrastructure investors
As hyperscale requirements grow, they are placing extraordinary pressure on electricity grids and driving infrastructure buildout at a scale that was hard to imagine five years ago. This session...
Summit Room 4
Sep 10, 2026
12:00 PM
12:30 PM
AI | Powering AI: Can supply keep up with demand?
Data centres are competing with consumers and stretching economies for electricity from a grid that is simultaneously low on supply. This session examines where private equity and infrastructure...
