28 May 2026 • 1 minute read
Alternatives in the Valley 2026
The Future of Investment & TechnologyLeveraging Technology in Institutional Asset Management
Thursday, May 28, 2026
Alternatives in the Valley 2026 brought together senior leaders from across institutional asset management for a focused, in‑person conversation on how technology is shaping the future of investment.
Hosted by DLA Piper, Alter Domus, and Deloitte, this exclusive conference took place May 28, 2026 at the Four Seasons Silicon Valley in Palo Alto.
Through expert-led discussions, attendees explored how technology is transforming:
- Private markets
- Private equity
- Tax strategy
- Regulatory compliance
- Operational demands of scaling investment firms
For more information
Please contact Annie Brothers with questions.
Vantage Point with Anna Krayn
Tech Enablement and AI
Keynote Address by Ashby Monk, Executive & Research Director, Stanford Research Initiative on Long-Term Investing
Technology is not just adding new tools to investing; it is changing the underlying machinery of how investment organizations think, decide, and act. In this presentation, Ashby Monk explores how AI, data systems, and new digital infrastructure are beginning to rewire the core gears of investment institutions, from governance and decision-making to implementation and scale.
The result is not simply greater efficiency, but the potential emergence of a very different kind of investor: faster, more integrated, and better equipped for a world of rising complexity.
Agenda
Keynote address
Ashby Monk, Executive & Research Director, Stanford Research Initiative on Long-Term InvestingAshby Monk delivered a thought-provoking keynote on how technology is reshaping the investment landscape. The presentation explored how AI, data systems, and new digital infrastructure are beginning to rewire the core gears of investment institutions, from governance and decision-making to implementation and scale. The result is not simply greater efficiency, but the potential emergence of a very different kind of investor: faster, more integrated, and better equipped for a world of rising complexity.
DLA Piper Panel
DLA Piper partners Kevin Nolan and Jeremy Doane led a deep dive into how artificial intelligence is redefining how private market investors engage with their investment processes while facing mounting pressure to deploy capital efficiently while maintaining rigorous underwriting standards. Drawing from their extensive experience advising institutional investors, Kevin Nolan and Jeremy Doane provided practical guidance on how investors are leveraging the applications of AI in deal sourcing, diligence, and portfolio management and emerging best practices for integrating these tools into existing investment processes.
Alter Domus Panel
Marcin Bednarz, Curtis Beyer, and Irene Gekman discussed how intelligent systems and modern service models are being applied across private equity operations. Moderated by Anna Krayn, this Alter Domus panel brought a distinctive mix of practitioner insight, technology perspective, and direct customer voice to bring out how technology enablement is already changing client service, where the industry is (and isn’t) making customer data more accessible, and what early AI-driven insights look like in real fund administration workflows.Deloitte Panel
Deloitte tax specialists Jeff Van Egdom, Ashley Cortez, and Ben Applestein discussed tax considerations arising from trends in private markets, including tax considerations for the latest private equity investment strategies, with corporate and LP implications; approaches to enhancing after-tax returns over the investment holding period; and trends in exit planning and monetization.
Deloitte, Alter Domus, and DLA Piper Joint Panel
Experts from DLA Piper, Alter Domus, and Deloitte came together in the closing panel for a provocative exploration of AI's transformative potential over the next 12 months and beyond. Panelists Danny Tobey, Abdi Goodazi, and Marcin Bednarz addressed both the utopian promise and the dystopian risks of AI, tackling critical questions around governance, fiduciary duty, regulatory exposure, and how to distinguish genuine game-changing potential from the dangerous illusion of AI-driven certainty.