Event Details
*Attendance is subject to approval from all co-hosts
9:05 – 9:15AM
Speakers:
Isabel Gomez Vidal
Chief Commercial Officer
Alter Domus
Isabel Gomez Vidal is a seasoned commercial leader with a track record in scaling capital markets, data, and technology businesses globally. She joined Alter Domus from Dun & Bradstreet, where she served as Chief Revenue Officer and led a team of 800+ professionals through a major customer and product transformation.
Previously, Isabel spent 16 years at Moody’s Analytics, culminating as Chief Revenue Officer. She led global teams across EMEA, the Americas, and APAC, growing the business to $2.8 billion in revenue and overseeing over $8 billion in M&A activity.
A passionate advocate for technology and AI, Isabel serves on advisory boards for the Posse Foundation and Quantum Metric.
9:15 – 10:15AM
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.
Speakers:
Dr. Ashby Monk
Executive & Research Dir.,
Stanford Research Initiative
on Long-Term Investing
Stanford University
Dr. Ashby Monk is currently a Senior Research Engineer in the School of Engineering at Stanford University and holds the position of Executive & Research Director of the Stanford Research Initiative on Long-Term Investing.
Ashby has more than 20 years of experience studying and advising investment organizations. He has authored seven books and published 100s of research papers on institutional investing that have been read by tens of people. His latest book, The Technologized Investor, won the 2021 Silver Medal from the Axiom Business Book Awards in the Business Technology category.
Outside of academia, he has co-founded several companies that apply advanced analytics to drive better capital allocation and investment decision-making, including RCI Navigator (acquired by Addepar), FutureProof, NetPurpose, D.A.T.A., GrowthsphereAI, SheltonAI, Long Game Savings (acquired by Truist), and KDX. He is also a member of the CFA Institute’s Future of Finance Advisory Council and was named by CIO Magazine as one of the most influential academics in the institutional investing world.
10:35 – 11:25AM
As private market investors face mounting pressure to deploy capital efficiently while maintaining rigorous underwriting standards, artificial intelligence is reshaping how such investors engage with their investment processes. This session will explore how such tools are enhancing investment workflows across the private markets lifecycle from potential investment identification and benchmarking through diligence, risk assessment, decision-making, and portfolio monitoring.
Drawing on DLA Piper’s experience advising institutional investors, the discussion will examine the practical applications of AI in deal sourcing, diligence, and portfolio management and emerging best practices for integrating these tools into existing investment processes.
Speakers:
Kevin Nolan
Partner
DLA Piper
Kevin Nolan’s practice focuses on the representation of institutional investors, funds of funds, and sponsors of private investment funds. He counsels US and non-US clients on issues including fund formations, secondary transactions, and investments in alternative assets.
He assists these clients with the review and negotiation of investment documentation, including limited partnership agreements, subscription agreements, side letters and private placement memoranda. In addition, Kevin negotiates and advises in secondary portfolio transactions and assists clients in all stages of the secondary transaction process.
Kevin also represents fund sponsors in all aspects of fund formation, capital raising, management company structuring, regulatory compliance and day-to-day operational issues.
Jeremy Doane
Partner
DLA Piper
Jeremy advises institutional investors in the negotiation and structuring of alternative investments, including investments in private equity funds, infrastructure funds, real estate funds, venture funds, hedge funds, and credit funds, as well as customized investment vehicles, funds of one, and separate managed accounts. His clients include large state and local pension plans, non-US pension plans, fund of funds managers, sovereign wealth funds, endowments, asset managers and other financial institutions.
Jeremy frequently drafts and negotiates investment documentation including limited partnership agreements and other fund governing documents, subscription agreements, private placement memoranda and side letters. He also has extensive experience representing major global asset managers in fund formation, regulatory and operational matters.
11:25 – 12:15PM
Dealmaking activity has been on an upward trend, with cautious optimism through the first few months of 2026 despite the evolving geopolitical and macroeconomic landscape. In this session, our panel will discuss tax considerations arising from trends in private markets, particularly for privat equity investors. Relevant topics will include 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 monetarization.
Speakers:
Jeff Van Egdom
Partner
Deloitte
Jeff is a tax partner in Deloitte’s M&A Transaction Services practice based in San Francisco. He has more than 18 years of professional experience providing public accounting tax services, including 13 years focused as a dedicated M&A tax specialist.
He has significant experience providing transaction support including tax structuring, due diligence, tax modeling, and other M&A tax consulting services for both private equity sponsors and their portfolio companies.
Jeff’s representative M&A services include domestic and complex cross-border transactions, ranging from marquee multibillion-dollar take-private acquisitions to middle-market strategic and platform transactions, across a wide variety of industry verticals, including technology, media, and telecommunications; health care IT; consumer and industrial products, TH&L; energy; real estate; and retail.
Jeff advises many leading global private equity firms and sovereign wealth funds and has advised many large multinational corporations.
Ashley Cortez
Principal
Deloitte
Ashley Cortez is a tax principal in Deloitte’s Mergers, Acquisitions, and Restructuring Services practice. She has over seventeen years of experience advising clients on M&A transactions and general tax matters. Her clients include both private equity investors and corporate acquirers. She advises her clients on tax due diligence, tax structuring, transaction closing assistance, and post-closing integration for US and multinational targets. She also advises clients on sell-side projects and has extensive experience with exit strategies, including private sales and IPOs. Ashley received her BS in Business Administration from Rocky Mountain College and her JD/MBA from the University of Montana. She is a licensed attorney in Montana and is a member of the Montana Bar Association.
Ben Applestein
Principal
Deloitte
Ben focuses on the use of partnerships and limited liability companies in domestic and cross-border mergers and acquisitions, financing transactions, restructurings, and capital markets. Ben has represented a wide array of clients, including some of the largest private equity firms in the country.
Ben has spoken at numerous conferences organized by Practising Law Institute and Tax Executives Institute in the past five years. In addition, Ben is a frequent instructor and presenter at Deloitte internal conferences.
Ben earned a BA in history and political science from Duke University, a JD from University of California Hastings College of the Law, and an LLM in taxation from New York University School of Law.
1:45 – 2:35PM
Elliott, Anna, and Marcin critically assess the real-world impact of artificial intelligence across private markets, separating proven operational gains from aspirational claims. They will provide a practical framework for evaluating AI solutions, understanding implementation challenges, and building a technology strategy that delivers measurable results.
Speakers:
Curtis Beyer
Managing Director, Client & Industry Solutions
Alter Domus
Curtis has over 15 years of experience in fund administration. As one of the first employees at Strata Fund Solutions, he played a key role in scaling the firm from a 10-person startup to an organization of 150 employees, serving private equity, venture capital, fund of funds, real estate, hedge funds, and management companies. He now leads private equity and venture capital operations at the Salt Lake City office of Alter Domus.
An avid traveler and outdoorsman, Curtis spends his free time skiing and snowboarding in the Wasatch Mountains and abroad, tackling building and renovation projects, and following European football.
Anna Krayn
Global Head of
Commercial Alliances & Partnerships
Alter Domus
Anna Krayn leads Alliances and Partnerships globally at Alter Domus, where she is responsible for building the firm’s global partner ecosystem and driving partner‑led growth across technology, data, professional services, and financial institutions. In this role, she focuses on expanding market reach, accelerating pipeline generation, and supporting go‑to‑market execution through structured partner programs and joint commercial initiatives.
Anna brings over two decades of experience spanning financial institutions, data and analytics platforms, and enterprise software businesses. Prior to joining Alter Domus, she served as General Manager of Alliances and Partnerships at Dun & Bradstreet, where she led a global ecosystem of more than 200 technology, data, and professional services partners and drove partner‑linked revenue through scaled co‑sell and distribution motions. Her tenure included re‑architecting partner operating models and launching structured go‑to‑market programs that improved execution and reduced deal cycle times.
Earlier in her career, Anna held a range of senior commercial and leadership roles at Moody’s, where she was responsible for global go‑to‑market strategy, solution development, and revenue growth across credit risk, regulatory compliance, financial crime, cyber risk, ESG, and climate risk solutions. She worked closely with financial institutions to bring new data‑driven and SaaS solutions to market, supported global sales organizations, and served on the Moody’s Analytics Executive Council. Anna began her career in financial institutions investment banking at Bank of America and holds an MBA in Finance and Business Law from NYU Stern School of Business. She is based in New York.
Marcin Bednarz
Chief Architect & Head of
Enterprise Architecture
Alter Domus
Marcin is a seasoned technologist with over 20 years of experience spanning consultancy, cloud architecture, and enterprise modernization. As Chief Architect at Alter Domus, he leads the strategic alignment of emerging technologies with business objectives, driving innovation and architecting scalable solutions tailored to the alternative investment industry.
Previously, as Principal Architect at Amazon Web Services, Marcin partnered with global organizations across multiple sectors to translate complex technical challenges into measurable business outcomes. His approach combines deep technical expertise with a pragmatic focus on value delivery, emphasizing continuous improvement and transformation at scale.
Marcin specializes in bridging the cutting-edge technology and strategic execution, enabling organizations to navigate digital transformation with confidence and precision.
2:55 – 3:55PM
The closing panel brings together experts from all three co-hosts for a provocative exploration of AI’s transformative potential over the next 12 months and beyond. The panelists will deep-dive into 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.
Moderator:
Anna Krayn
Global Head of
Commercial Alliances & Partnerships
Alter Domus
Anna Krayn leads Alliances and Partnerships globally at Alter Domus, where she is responsible for building the firm’s global partner ecosystem and driving partner‑led growth across technology, data, professional services, and financial institutions. In this role, she focuses on expanding market reach, accelerating pipeline generation, and supporting go‑to‑market execution through structured partner programs and joint commercial initiatives.
Anna brings over two decades of experience spanning financial institutions, data and analytics platforms, and enterprise software businesses. Prior to joining Alter Domus, she served as General Manager of Alliances and Partnerships at Dun & Bradstreet, where she led a global ecosystem of more than 200 technology, data, and professional services partners and drove partner‑linked revenue through scaled co‑sell and distribution motions. Her tenure included re‑architecting partner operating models and launching structured go‑to‑market programs that improved execution and reduced deal cycle times.
Earlier in her career, Anna held a range of senior commercial and leadership roles at Moody’s, where she was responsible for global go‑to‑market strategy, solution development, and revenue growth across credit risk, regulatory compliance, financial crime, cyber risk, ESG, and climate risk solutions. She worked closely with financial institutions to bring new data‑driven and SaaS solutions to market, supported global sales organizations, and served on the Moody’s Analytics Executive Council. Anna began her career in financial institutions investment banking at Bank of America and holds an MBA in Finance and Business Law from NYU Stern School of Business. She is based in New York
Speakers:
Abdi Goodarzi
Principal
Deloitte Tax LLP, US
As the US Chief Commercial Officer for Zora AI at Deloitte, Abdi is responsible for expanding and scaling Deloitte’s Agentic AI products business, including establishing the strategy, go-to-market, and commercialization of Zora AI across the organization. Zora AI™ by Deloitte offers clients a suite of ready-to-deploy agents – digital workforces – that can autonomously manage complex enterprise business functions, simplify clients’ enterprise operations, boost productivity and efficiency, and drive more confident decision-making to unlock business value. BR>Abdi, a principal in Deloitte Consulting LLP, also works across Deloitte to accelerate business transformation for our clients, incubating and scaling net new businesses that focus on Generative AI (GenAI) market-facing products and innovations. He is paving the way to shape the future of Deloitte’s professional services with new GenAI strategies and solutions.
Prior to this role, Abdi led and scaled Deloitte’s Enterprise Performance offering portfolio, comprising of finance, supply chain, all ERP platforms, and ServiceNow capabilities with seven distinct practices, 54 different market offerings, 85 alliances, and thousands of professionals. Before that role, he also led Deloitte’s SAP offering.
As an innovative market leader and a trusted advisor to many Fortune 500 c-suite leaders, Abdi brings more than 25 years of experience in helping Deloitte clients capture value from their large-scale business and technology transformations. His areas of specialization include AI, cloud, data, ERPs, IT strategy, automation and process optimization.
Danny Tobey
Partner
DLA Piper
Danny Tobey is a trusted advisory to the word’s most prominent companies, boards, and governments, guiding them through transformative change and complex risk landscapes. With deep experience in emerging technologies, particularly artificial intelligence, Danny provides 360-degree support throughout the technology lifecycle, from strategic planning and deployment to governance, optimization, and investigations and/or litigation defense when issues arise. Renowned for his multidisciplinary experience as a seasoned litigator, medical doctor, and successful software founder, Danny is recognized by the Financial Times as one of the most “consistently impactful” legal practitioners of the past two decades.
Danny is a sought-after counselor for companies navigating legal risk in the adoption and development of new technologies, particularly Artificial Intelligence. Chambers Global Spotlight recognizes him as “by far one of the top leaders and industry experts in AI.” His thought leadership has been cited by the United Nations for “profound insights on AI, law, and ethics,” and by Oxfordfor his “crucial” innovations in red-teaming AI for legal risk. Danny has advised at least half of the Fortune 10, as well as most major hyperscalers and innovators, on their most complex AI challenges.
Danny leads a hybrid legal and technical team that harnesses AI to proactively manage risk and prevent emerging issues. His team has developed bespoke, client-specific small language models for proactive compliance, enabling early detection of statutory risk, and has rigorously tested AI systems for consumer protection, product liability, discrimination, and other legal exposures.
Marcin Bednarz
Chief Architect & Head of
Enterprise Architecture
Alter Domus
Marcin is a seasoned technologist with over 20 years of experience spanning consultancy, cloud architecture, and enterprise modernization. As Chief Architect at Alter Domus, he leads the strategic alignment of emerging technologies with business objectives, driving innovation and architecting scalable solutions tailored to the alternative investment industry.
Previously, as Principal Architect at Amazon Web Services, Marcin partnered with global organizations across multiple sectors to translate complex technical challenges into measurable business outcomes. His approach combines deep technical expertise with a pragmatic focus on value delivery, emphasizing continuous improvement and transformation at scale.
Marcin specializes in bridging the cutting-edge technology and strategic execution, enabling organizations to navigate digital transformation with confidence and precision.
Join us in Palo Alto, California, on May 28th for the Alternatives in the Valley event, hosted by Alter Domus, Deloitte, and DLA Piper at the Four Seasons Silicon Valley. This exclusive gathering will bring together industry leaders to explore critical topics in tax strategy, regulatory compliance, operational efficiency, and the transformative role of technology in scaling investment firms.
Don’t miss this opportunity to gain valuable insights, exchange ideas with peers, and stay ahead in the evolving alternative investment landscape. Space is limited—secure your spot today.
Should you wish to stay overnight, please contact the Four Seasons and ask for the preferential event rate.
*Attendance is subject to approval from all co-hosts