We'll start with the fundamentals: what's the real difference between LLMs, GenAI, and Agentic AI, and which tool fits which business challenge. Then we move beyond theory to see AI in action through live demos—from policy document analysis that answers questions instantly, to automated report quality checking, to performance data validation that catches errors before they cost you, plus hands-on exploration of low-code AI solutions using Microsoft Power Platform, Databricks, and Posit. 

Walk away with working examples, actionable implementation roadmaps, and the confidence to move from "a lot of talk but not much fruition" to measurable results. Perfect for skeptics ready to be convinced, beginners taking their first smart steps, and those with some AI knowledge who just need to know where to start. 

Instructor: Chandrakant Maheshwari, senior model validator, Flagstar Bank

Date: February 24, 2026

Time: 3:00 - 5:00 pm ET

Location: @Ease 605, 605 3rd Avenue
New York, NY 10158 (Same venue as the main conference sessions - no need to travel between locations)

What to Bring: 

• Laptop for hands-on exercises 

• Notepad for key takeaways 

What's Included: 

• 3-hour workshop with expert instruction 

• All workshop materials and take-home resources 

• Refreshments and networking breaks 

Here's the brutal truth: performance measurement is fiction if the underlying data is wrong. Data errors destroy client trust faster than market downturns destroy portfolios.

We'll show you how to move from manual, error-prone processes to automated, scalable solutions that actually work. Explore the full reconciliation spectrum—from raw input data sent by accounting systems and custodians, through normalized data for performance calculations, to validated output metrics. Discover tools and software for automation designed for both technical and low-code users, master integration with cloud-based vendor systems and modern data platforms, and learn from real success stories of firms who've streamlined error identification. 

Walk away with automation techniques, quality control frameworks that scale, worked examples with real use cases, and the confidence to build audit trails that keep regulators happy and your sanity intact. Perfect for anyone trying to standardize processes in an industry where "100 companies do 90 different things."

Instructor: TBD
Date: February 24, 2026

Time: 3:00 - 5:00 pm ET

Location: @Ease 605, 605 3rd Avenue
New York, NY 10158 (Same venue as the main conference sessions - no need to travel between locations)

What to Bring: 

• Laptop for hands-on exercises 

• Notepad for key takeaways 

What's Included: 

• 3-hour workshop with expert instruction 

• All workshop materials and take-home resources 

• Refreshments and networking breaks 

Tackle the calculation complexities that separate sophisticated performance teams from the rest. Master IRR calculations that account for capital call timing, navigate TVPI and DPI metrics across irregular valuation dates, and build frameworks that work across fund structures from LP/GP waterfalls to direct investments. 
We'll dive deep into the advanced techniques that matter most: handling commitment pacing, managing data delays without sacrificing accuracy, and explaining performance limitations to clients who expect public market-level transparency. Address wealth management reporting needs, explore commercial versus custom reporting solutions for private and alternative credit, and master the private performance system integrations that actually scale. 

Walk away with calculation templates, benchmark strategies that work, and the expertise to communicate complex private markets performance with confidence and credibility. 

Instructor: TBD

Date: February 24, 2026

Time: 3:00 - 5:00 pm ET

Location: @Ease 605, 605 3rd Avenue
New York, NY 10158 (Same venue as the main conference sessions - no need to travel between locations)

What to Bring: 

• Laptop for hands-on exercises 

• Notepad for key takeaways 

What's Included: 

• 3-hour workshop with expert instruction 

• All workshop materials and take-home resources 

• Refreshments and networking breaks