September 2026
Performance News Trends Regulatory updates
How AI is Reshaping Capital, Infrastructure, Risk & Competitive Advantage
AI is rapidly moving beyond the investment case to reshape how alternative investment firms operate, compete and allocate capital. This edition explores AI across fund operations, investment processes, regulation and credit markets. Digiata’s Diederick Kruger examines why AI in private markets must earn trust before it can replace longestablished workflows, while Sycamore Tree Capital Partners’ Trey Parker argues that the AI boom is becoming as much a credit story as a technology story. Jon Freedman of Quant Fin looks at what firms can realistically achieve with AI on a modest budget, and Farrer & Co’s Alan Baker and Jeremy Evans assess the evolving regulatory expectations surrounding AI adoption in financial services. While Lexolent's Dr Nick Rowles-Davies picks up AI in litigation funding. Elsewhere, CAIA’s Georgina Tzanetos argues that human capacity remains one of private markets’ biggest overlooked constraints, AIMA’s Kher Sheng Lee examines how Hong Kong and Singapore are competing to attract global alternative investment managers, Simon Brewer’s Money Maze interview with Davidson Kempner CIO Tony Yoseloff explores the return of a “golden age” for absolute return investing, and, in Letter from America, Prosek Partners’ Mark Kollar considers why private equity is eyeing US law firms.
A Brodie Consulting publication in conjunction with Capricorn Fund Managers and RQC Group.
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