The Agentic Buy-Side:
Building the Foundations for Scalable, Transparent AI Operating Models

Thursday
October 29, 2026

8:30 AM onwards,
followed by a cocktail reception

Convene
360 Madison Avenue, NYC, NY

Overview

Agentic AI is moving from concept to reality across the buy-side. But there’s a gap between potential and execution. Firms that haven’t addressed data fragmentation, process inconsistency, and governance at the foundation level will struggle to realize meaningful value from AI agents.
Mindmeld New York 2026 explores how leading firms are closing that gap, getting digitally organized first, then deploying agentic workflows that are transparent, traceable, and built to scale.

IVP MM2026 Agenda

8:30 AM|

Breakfast Networking and Registration

9:00 AM|

Welcome Keynote and Highlights

9:15 AM|

Keynote Presentation

Speaker:

Alex Kantrowitz

Founder, Big Technology

Riding The Exponential: Where AI Goes Next?

How did AI get so good so quickly, and how far can it go? In this talk, Alex Kantrowitz charts AI’s rapid rise, drawing on his conversations with AI's top leaders, including OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Google DeepMind founder Demis Hassabis. In this talk, he'll explain the breakthroughs, bets, and debates that shaped its recent history, then explore several plausible paths ahead: continued gains that transform everyday work, more dramatic breakthroughs that reshape entire industries, and obstacles that could slow the pace. With a journalist’s eye for both possibility and uncertainty, Kantrowitz examines what those scenarios could mean for business and society, and how to think clearly about what comes next.

10:00 AM|

Panel Discussion:

Designing the Agentic Target Operating Model: The New Build, Buy, Outsource, and Offshore Calculus

How funds are rethinking the in-house, GCC, and outsourced mix as AI changes what should be done where and what it costs.

Key challenges faced by funds in moving AI from experimentation into production operating models

Solution options across the sourcing spectrum, in-house, captive GCC, delivery partners, administrators, and loan servicers, as AI shifts the cost and control equation

Role of data, AI, and audit trails in operating model design, oversight (including shadow accounting), and service provider selection

Key lessons from transformation initiatives targeting efficiency, transparency, and TCO

Panelist:

Paulomi Shah

Partner, COO of Enterprise Solutions, Apollo Global Management

Alex Chiou

Managing Director, HPS Investment Partners

Jacqueline Palermo

Managing Director, Blue Owl Capital

Additional Panelists To Be Announced

Moderator:

Gurvinder Singh

Chief Executive Officer, Indus Valley Partners

10:45 AM|

Break

10:55 AM|

Panel Discussion:

Institutionalizing Agentic AI by Scaling Data Maturity Curve and Setting up Semantic Layers

AI-Enabled Target Operating Models: Designing operational architecture for AI readiness and truly functional agents

Designing the Agentic Data Foundation: Metadata orchestration, reference data integrity, and governance

The Semantic and Ontology Layer: Data fabric and business ontology for context-aware, trustworthy agentic performance

Reference Architecture for Agentic Workloads: Where agents sit, how they interact, and how humans stay in control

Data Steward Agents in Production: Using AI agents to monitor, clean, and reconcile data in real time

Build vs. Buy in the Agentic Stack: Platform and infrastructure decisions when agents are in the loop

Measuring What Matters: Defining ROI across efficiency, accuracy, transparency, and operational risk reduction

Panelist:

Alen Muminovic

Senior Vice President, Blackstone

Angelo Stornello

Chief Technology Officer, Deerfield

Jatinder Singh

Partner, Chief Information Officer, Arcmont Asset Management

Additional Panelists To Be Announced

Moderator:

Gaurav Aggarwal

Chief Commercial Officer, Indus Valley Partners

11:40 AM|

Panel Discussion:

Challenges in Private Credit in 2026 and Beyond

Deals are becoming more and more bespoke. How is your platform evolving to keep up with the increasing complexity?

Valuation and Transparency: There is a need to do valuation on a more frequent basis. What is the playbook on moving from customized spreadsheet for each deal to a more systematic approach?

Portfolio Monitoring in A Multi-Credit Strategy Business: How are you solving for this when you are supporting direct lending, real estate, infrastructure, ABF, syndicated loans, etc.

Role of AI in Private Credit: What are some of the processes which are ripe for disruption? Where have you already implemented solutions that are showing tangible benefits?

Investor Reporting: Two broad investor classes have emerged, retail and institutional. What differences do you see in their operational workflow and reporting requirements?

Panelist:

Mark Kirim

Managing Director, Head of Valuations, Antares Capital

James Cassady

Chief Operating Officer, Monroe Capital

Dan Ryan

Executive Director, Private Credit, Morgan Stanley

Jack Imburgia

Chief Technology Officer, Jefferies Finance

Moderator:

Piyush Singhi

Senior Managing Director, Credit and Private Funds, Indus Valley Partners

12:30 PM|

Lunch

1:15 PM|

Panel Discussion:

From Processing to Oversight: Rethinking the Role of In-House Operations Teams

Why managers are moving from running operations to overseeing them

What Scale Delivers: Cost control, global talent, round-the-clock coverage, and faster time to market

Technology now drives operations. Should you build it, or should your partner?

AI use cases that work, how to evaluate them, and how to track results

Panelist:

Peter Manion

Managing Director, Napier Park Global Capital

Vishal Gautam

Credit Controller, HIG Capital

Additional Panelists To Be Announced

Moderator:

Ashish Kumar Jain

Managing Director, Indus Valley Partners

2:05 PM

Track 1

Master and Enterprise Data Management

2:05 PM - 3:30 PM

Track 2

Reconciliation Solution

2:05 PM - 2:45 PM

Track 3

Asset Backed Financing

2:05 PM - 2:45 PM

2:45 PM

Track 2

Navigate - NAV Oversight

2:50 PM - 3:30 PM

Track 3

Fair Value 360

2:50 PM - 3:30 PM

3:30 PM|

Break

3:45 PM

Track 1

Treasury and Cash Management

3:45 PM - 4:30 PM

Track 2

Expense Allocation System (EAS)™

3:45 PM - 4:10 PM

Track 3

Private Funds Platform

3:45 PM - 4:10 PM

4:10 PM

Track 2

EDM- Developer's Delight

4:10 PM - 4:30 PM

Track 3

CLOs

4:10 PM - 4:30 PM

4:30 PM|

Panel Discussion:

Proof Over Promise: Modernizing at Scale in the Post-Hype AI Era

From Prototype to Production: What actually changes when GenAI moves from experimentation to enterprise-scale workloads?

Prompt Engineering: Systems Engineering- Where do traditional software architecture, distributed systems, and reliability engineering become critical, and how is the development methodology changing?

Deterministic Agentic Systems: How do we make autonomous/agentic workflows predictable, observable, testable, and recoverable?

API Boundaries & Guardrails: How should enterprises enforce strict tool/API access, permissions, data boundaries, and policy controls?

Governance Without Killing Velocity: How can enterprises introduce security, compliance, evaluation, and auditability without slowing engineering teams down?

Measuring “Production-Grade”: What metrics prove that an AI system is ready for enterprise adoption beyond accuracy or demo quality?

Practical Lessons & Enterprise Roadmap: What architecture decisions looked good in a prototype but had to be redesigned at real scale, and what interim milestones help enterprises move toward their target AI architecture?

Panelist:

Shehzad Nabi

Chief Technology Officer, Waterfall Asset Management LLC

Leon Abudaram

Chief Information Officer, Antares Capital

Richa Singh

Head of Data & AI, Lexington Partners

Additional Panelists To Be Announced

Moderator:

Sandeep Malhotra

Chief Technology Officer, Indus Valley Partners

5:20 PM|