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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: 2:00 - 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
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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:
Gabe Glass, CIPM, Senior Director, Americas Direct Real Estate Operations, CBRE Investment Management
Samantha King, Executive Director, Head of Portfolio Analytics, Global Real Estate - JPMorgan Asset Management
Date: February 24, 2026
Time: 2:00 - 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