EPISODE · Dec 8, 2025 · 20 MIN
How Private Capital Firms Are Leveraging Generative AI with Jeffrey Klein & Dr. Katia Walsh
from CapLink Group · host CapLink Group
Generative AI is transforming how private capital firms operate - from portfolio insights and due diligence to automating back-office functions and making institutional knowledge instantly accessible across organizations.In this conversation from the New York Private Capital Summit, Jeffrey Klein, Managing Director at Alvarez & Marsal, speaks with Dr. Katia Walsh, AI Lead for Apollo Portfolio Performance Solutions at Apollo, about how firms are deploying AI to gain competitive advantages.They explore critical questions: Can AI identify disruption threats to portfolio companies before they materialize? How are firms using AI during due diligence to assess opportunities? What back-office functions can be streamlined or automated? This conversation provides practical insights on leveraging AI's transformative potential while understanding its limitations.Featured: Jeffrey Klein - Managing Director, Alvarez & MarsalDr. Katia Walsh - AI Lead, Apollo Portfolio Performance Solutions, ApolloLearn more about CapLink Group events: https://caplink-group.com
What this episode covers
Generative AI is transforming how private capital firms operate - from portfolio insights and due diligence to automating back-office functions and making institutional knowledge instantly accessible across organizations.In this conversation from the New York Private Capital Summit, Jeffrey Klein, Managing Director at Alvarez & Marsal, speaks with Dr. Katia Walsh, AI Lead for Apollo Portfolio Performance Solutions at Apollo, about how firms are deploying AI to gain competitive advantages.They explore critical questions: Can AI identify disruption threats to portfolio companies before they materialize? How are firms using AI during due diligence to assess opportunities? What back-office functions can be streamlined or automated? This conversation provides practical insights on leveraging AI's transformative potential while understanding its limitations.Featured: Jeffrey Klein - Managing Director, Alvarez & MarsalDr. Katia Walsh - AI Lead, Apollo Portfolio Performance Solutions, ApolloLearn more about CapLink Group events: https://caplink-group.com
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How Private Capital Firms Are Leveraging Generative AI with Jeffrey Klein & Dr. Katia Walsh
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