Invest Europe AI Series Live Online Classroom

Where does AI earn its place in PE work, and where does it have no business at all? This session covers:

·       An overview of the fund lifecycle showing where AI tools add real value and where they bring risk

·       The ways in which AI fails on finance work and how to catch these failures

·       The approach to any task: do it with AI, do it without, or do it with a person signing off.

Ideal for: Investment associates, VPs, and principals; deal teams; portfolio operations staff

Price: Invest Europe members €165; non-member price €235;

A hands-on workshop on managing AI risk in private equity with a practical governance framework you can implement immediately. The session covers:

·       Regulatory context (SEC, EU AI Act, emerging state laws)

·       Data Confidentiality, MNPI & Information Barriers

·       AI governance in practice (working groups, policies, registers, organisational controls)

·       Pitfalls and how to avoid them.

·       Hot topics: note takers, HR, next-gen talent

·       Risks and mitigants (data leakage, prompt injection, autonomous activity, hallucination, sycophancy, bias) 

Ideal for: Partners, COOs, CCOs, legal, IT and security.

Price: Invest Europe members €330; non-members €470;

By the end of this session, the leadership team has a plan: what to pilot in the next 90 days, what to hold, and what to rule out. The session covers:

·       Finding where is the value across the deal cycle, looking at impact & effort

·       Making a platform decision: Copilot, ChatGPT, Claude, or Gemini?

·       Governance & risk considerations

·       Planning your approach: The 90-day pilots, what can wait, what to avoid

·       Build, buy, or configure, plus budget, ownership, and how you will measure success

Ideal for: Partners, COOs, the executive committee.

Price: Invest Europe members €330; non-members €470;

Ad-hoc prompting does not scale. The firms that get value build a shared library and treat it like any other asset. The session will cover:

·       Best practice prompt writing

·       Prompting tips (clarifications, verification loops, utilising context) 

·       Moving from prompting to automation

·       AI tool landscape

·       Building organisational capability

Ideal for: Everyone using AI.

Price: Invest Europe members €165; non-members €235;

The most dangerous AI output is the one that looks right and is not. This session builds the habit of checking before you trust, and covers the following topics:

·       How AI fails on finance work: invented facts, models that agree with you to please you, weak sourcing, and confident nonsense

·       A checking routine: trace the citation, ground the claim in a source, and attack your own output before someone else does

·       Sizing the human checkpoint to the risk of the task

·       How to benchmark a tool or model on a real finance task, rather than trusting the vendor's demo

Lab: we take a polished, plausible output and break it, then rebuild it correctly.

Participants leave with a verification checklist and a simple way to score one tool against another.

Ideal for: everyone using AI.

Price: Invest Europe members €165; non-members €235;

What does AI do to the company you are buying? The threat and the upside both belong in the memo.

·       Scoring how exposed a target is to AI disruption, and where its moat erodes

·       Mapping the upside: where AI could lift margin or growth inside the business

·       Diligencing a company that sells AI itself, and separating real capability from a label

·       Writing the AI section of the IC memo

·       Pricing it in: what the finding does to the thesis and the hold plan

Participants leave with an AI exposure-and-upside scorecard and a template for the memo section.

Ideal for: deal teams, IC, operating partners.

Price: Invest Europe members €165; non-members €235;

If you register for more than one session, the following discounts will apply:

• 2 sessions: 5% discount

• 3 sessions: 10% discount

• 4 sessions: 15% discount

• 5 sessions: 20% discount

• 6 sessions: 25% discount

Course Fee (excluding accommodation)

AI Fundamentals in a PE context: Invest Europe Member €165; Non-member €235

AI Governance, Risk and Compliance: Invest Europe Member €330; Non-member €470

Building an AI roadmap for a PE/VC firm: Invest Europe Member €330; Non-member €470

AI Tools, Workflows, and Prompts: Invest Europe Member €165; Non-member €235

Checking and Quality-Controlling AI Outputs: Invest Europe Member €165; Non-member €235

AI as a Subject of Diligence: A Target Company's AI Exposure and Upside: Invest Europe Member €165; Non-member €235

Payment

Participants are requested to pay by bank transfer or credit card.

To avoid any confusion, participants are requested to indicate clearly their names and addresses on transfer orders. Confirmation of registration and practical information will be sent after the registration is processed.

Cancellation

Cancellations can only be accepted if received a week prior to the online training. Fees (less 20% administrative charges) will then be refunded. After this date, delegates will be liable for the full fee.

In case of cancellation, a substitution between members of the same company is still possible at any time.

For a summary of the leading speaker bios, click here.