The Circleby WithCoverage

Private Event

AI in Practice - The Future of Private Equity & Finance

Jonathan Beach Club
Santa Monica, CA
Wednesday, November 18
6:30 PM - 9:00 PM

Space is limited. RSVP is required.

AI in Practice - The Future of Private Equity & Finance

Event

Join a curated group of senior investors, finance leaders, and founders for a private dinner exploring how AI is reshaping private equity and the finance function - from investment strategy, diligence, and portfolio value creation to forecasting, reporting, and day-to-day financial operations.

We’ll hear practical perspectives from leaders across private equity and finance on where they’re deploying AI today, what’s actually working, and where they see the biggest opportunities ahead.

Evening Agenda:

  • 6:30–7:00 PM | Welcome Reception

  • 7:00 PM onward | Seated dinner with perspectives from industry leaders, followed by curated small-group discussions

Attendees: 100+ senior private equity investors, finance executives, founders, and operators from leading firms and companies. The full RSVP list will be shared in advance to help finalize seating.

Space is limited. RSVP required.

What To Expect From The Evening

Invite-only group of experienced leaders

~100+ senior finance executives and investors all actively thinking about how to leverage AI in their businesses today

Operator-led perspectives

Brief, practical insights from executives currently deploying AI—focused on where they’re seeing real impact, what’s working, and where they’re investing

Curated seating & targeted connections

Attendees will receive the RSVP list ahead of the event and can indicate who they’d like to meet. Dinner tables are intentionally curated to facilitate relevant, peer-level conversations

Grounded, real-world focus

Discussion centered on how AI is being applied across operationally complex, asset-heavy businesses—not abstract use cases or early-stage experimentation

Request To Join

Submit the form below to request an invitation. You may also RSVP or contact us with any questions at thecircle@withcoverage.com.

Please note that submitting this form does not guarantee admission. If we’re able to accommodate your request, we’ll send a confirmation email and add you to the calendar invitation.

Have Questions?