Artificial intelligence, data, and digital platforms are transforming financial services and reshaping the way investment opportunities are sourced, evaluated, and managed.

This event will explore how financial institutions are using AI and data to improve efficiency, decision-making, and customer engagement. Drawing on practical experience from Nordic financial services projects, the discussion will examine how these lessons can be applied across private markets, from deal sourcing and due diligence to fundraising, investor relations, and portfolio management.

Bringing together technology and investment perspectives, the session will provide practical insights into the opportunities and future evolution of AI-enabled private market ecosystem.

Agenda

• 18:00 Registration & Welcome
  

• 18:30 Case Study: AI, Data & Digital Platforms in Financial Services
  Practical insights from Nordic financial institutions on how AI and data are improving operational efficiency, decision-making, and customer experience.

  Olha Afanasyeva, PhD, International Growth Lead, Itera
  

• 18:50 Panel Discussion Technology and the Future of Private Markets:

  • AI-driven investment processes, from deal sourcing and screening to decision support

  • Digital due diligence and data management

  • Technology-enabled fundraising and investor engagement

  • The future of private market infrastructure and investor ecosystems

Alexander di Chiara, CTO, Leva Capital Partners
Pietro Lanza, CEO, Havant

• 19:25 Q&A

• 19:30 Networking Apéro

Language: Italian & English