Session Details
Date:
2:00 PM
Where:
Wilshire Ballroom
More Information
Most dealmakers are already experimenting with AI, but few have mapped where it can create meaningful advantages across the entire deal lifecycle. This practitioner-focused conversation cuts through the hype to examine how AI is being applied from origination and sourcing through underwriting, execution, and post-close portfolio management.
Drawing on research, real-world workflows, and firsthand experience from private equity firms, the discussion will explore where AI is delivering measurable speed and insight today, where adoption remains early, and where middle-market firms may be leaving opportunity on the table. Attendees will gain a practical view of the workflows ready for AI now and how leading firms are using it to source faster, underwrite smarter, compress execution timelines, and build a compounding competitive advantage.
No hype. No demos. Just a candid, data-backed conversation about moving from AI experimentation to AI as an institutional capability.
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Larry Simon, Partner, Clearview Capital
Larry established Clearview Capital’s Los Angeles office and has led the firm’s transaction sourcing effort in the western U.S. since joining Clearview in 2005. Prior to joining Clearview, Larry was a Principal with Triton Pacific Capital Partners, LLC, a private equity group based in Los Angeles, where he led the firm’s transaction sourcing efforts. He brings an extensive background in origination, structuring, financing and execution of middle-market transactions to Clearview. Previously, Larry was with Mille Capital and The Shattan Group, LLC, both New York-based middle-market investment banking firms where he originated and executed institutional private equity financings and M&A engagements for clients. Larry has an MBA from Columbia Business School and received his undergraduate degree from The Wharton School of the University of Pennsylvania.
Nicole Peerless, Head of Private Equity Partnerships & Business Development, Carta
Nicole Peerless is the Head of Private Equity Partnerships and Business Development at Carta, where she leads the strategic growth and market expansion of Carta’s private equity ecosystem. Responsible for driving institutional relationships and accelerating go-to-market motions across the PE sector, Nicole focuses on delivering tailored solutions to general partners and value creation teams. Nicole brings nearly 20 years of experience intersecting technology, sustainability, and institutional investment. Prior to joining Carta, she led Go-to-Market strategies at Pulsora, helping scale the enterprise sustainability tech platform. Previously, she spent over a decade at the World Economic Forum, where she served as Head of Investors, shaping global agendas for institutional asset managers and owners. She began her career in private equity at Zouk Capital, a leading infrastructure and growth equity fund manager.
Andoni Tsougarakis, Director, GTM at Hebbia
Andoni Tsougarakis is Director of Go-to-Market at Hebbia, where he leads commercial strategy and growth initiatives for one of the most innovative AI platforms serving the financial services industry. Since joining Hebbia as employee #6, he has played a key role in scaling the business from its earliest stages, including building and leading the company's Forward Deployed team focused on AI strategy and client adoption. Prior to Hebbia, he spent four years at MUFG, serving as both an Investment Banking Analyst and Associate, advising clients on strategic and financial transactions. Drawing on experience across investment banking, AI implementation, and go-to-market leadership, He brings a unique perspective on how artificial intelligence is reshaping deal execution, diligence, and decision-making across the M&A ecosystem.
