Private Capital Predictions Webinar 2026
Speakers

Michal Sias
VP, Corp Dev
Northwestern Mutual

Niklas Krusche
Head of Origination
Armira

Kegan Kinser
Head of Partnerships
Crunchbase

Erin McNamara
VP, Product Marketing
Affinity
The private capital industry is navigating its most challenging environment in over a decade. Unpredictable IPO windows, selective M&A activity, and valuation pressures are extending holding periods while LPs demand liquidity and fundraising becomes increasingly difficult. Meanwhile, AI is creating a competitive divide—not just between firms that deploy it effectively and those falling behind, but also among portfolio companies where AI adoption is becoming a key value driver.
This webinar brings together industry leaders to dissect the forces reshaping private capital and share strategies for thriving in 2026.
Key topics:
- Market outlook: IPO environment, M&A activity, valuation trends, LP expectations, fundraising dynamics, and the fight to quality
- Sourcing strategies: Winning proprietary deals when founder relationships determine access, and how to manage expectations from investors
- Portfolio management: Supporting companies through extended timelines and valuation resets while helping founders deploy technology, such as AI, effectively to extend runway and reach profitability
- AI as competitive advantage: How leading firms and their portfolio companies use AI in their day to day workflows