Private Equity AI Value Creation Dinner

Join a curated group of 50 senior private equity and growth investors in New York for an evening focused on how firms are actually deploying AI across their funds and portfolio companies.

The University Club of New York

New York, NY

Tuesday, September 29

6:30 PM - 9:00 PM

WithCoverage

Host

Speakers

Gaurav Aggarwal

Senior Director, Technology @ Veritas Capital

Charles Joyce

Vice President @ Kingsway

Joa Ladwig

Head of AI @ Prospect Capital

Max Brenner

Co-Founder & CEO @ WithCoverage

We’ll hear from Gaurav Aggarwal, Senior Director of Technology at Veritas Capital, Joa Ladwig, Head of AI at Prospect Capital, and Charles Joyce, Vice President at Kingsway Search Xcelerator, alongside other AI and Value Creation leaders sharing practical examples of where they’re deploying AI today, what’s driving real impact, and lessons learned along the way.

Following the spotlights, we’ll move into dinner and smaller-group conversations designed to connect investors and operators working through similar opportunities and challenges across their portfolios.

Evening Agenda

6:30–7:00 PM | Welcome Reception
7:00 PM onward | AI & Value Creation Spotlights + Seated Dinner

Attendees: 50 senior investors from leading private equity and growth firms. The full RSVP list will be shared in advance to help finalize seating.

Space is limited. RSVP required.

Speakers

Gaurav Aggarwal

Gaurav Aggarwal is a Senior Director on the Technology team at Veritas Capital, where he leads the firm’s data, Generative AI, and infrastructure initiatives in support of value creation. He partners closely with senior investment professionals, portfolio leadership, and operating teams to enable advanced analytics, AI-driven insights, and operational efficiency across the firm. His remit includes cloud infrastructure, cybersecurity and governance, data architecture, AI enablement, and enterprise technology strategy. Gaurav brings a business-first perspective to complex technology challenges, translating emerging capabilities into durable, high-impact outcomes within a private equity environment.

Charles Joyce

Charles Joyce is Vice President of KSX at Kingsway Corporation (NYSE: KWY), a publicly traded portfolio of essential service businesses driven by talent. Before joining Kingsway in 2023, he founded and led Forest Circle LLC, a search investment firm, and held business development and portfolio roles at Dorilton Capital and OnDeck Capital. He began his career at General Electric, working in corporate audit, credit risk, and performance improvement. Charles holds a B.A. in Political Economy from Georgetown University and an MBA from Harvard Business School, and is based in New York.

Joa Ladwig

Joa Ladwig is a Head of AI at Prospect Capital Management, where he brings his financial-technology expertise to the firm's investment operations. Before joining Prospect Capital, his spent four years as a Software Engineer at Piermont Bank, and earlier held a software developer role at TIAA following an internship there in risk management. His career has centered on building software for financial institutions, spanning banking, insurance, and asset management. Joa holds a B.S. in Applied Mathematics from the University of Colorado Denver and is based in New York.

Max Brenner

Max is the Co-founder & CEO of WithCoverage, a modern insurance and risk platform backed by Sequoia and Khosla Ventures ($42M+ raised). Previously he disrupted the financial advisory industry and built Compound into a $3B+ AUM digital family office platform.

What To Expect From The Evening

Invite-only group of PE & growth investors

50+ senior private equity and growth investors, all actively thinking about how AI is impacting their firms and portfolio companies.

Practical AI & Value Creation perspectives

Brief, practical insights from AI and Value Creation leaders on what they’re implementing across their firms and portfolios - what’s working, where they’re seeing impact, and what they’re learning.

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

Grounded discussion on how AI is being applied across fund workflows and portfolio companies - focused on real use cases, adoption, and measurable impact.

Have Questions?

The Circle is an invite-only community of founders, operators, and investors, hosted by WithCoverage. We bring together small groups of leaders throughout the year for curated dinners at top restaurants across the U.S. There’s no membership fee or formal commitment - just the opportunity to join future gatherings and connect with peers you’d value most. In addition to the core community, we host both focused groups (e.g., consumer, hospitality, tech, investor) and broader gatherings - like AI in Practice - to bring together leaders navigating shared themes across industries.