The State of AI in Investing: What’s working and what's next
Speakers

Rohan Sahai
Engineering Manager
OpenAI

David Hefter
AI Champion for Investments - Private and Public
Blackrock
AI is moving from theory to implementation. Private capital firms are already reshaping how they operate, while others are actively exploring where it can drive the most value. For investors, understanding this shift is essential to evaluating not just AI-native companies but the broader ecosystem in which their portfolio operates.
In this session, Rohan Sahai (Engineering Manager at OpenAI) and David Hefter (AI Champion for Investments at BlackRock) will share what they are seeing across the market:
- Where AI adoption is showing up in enterprise workflows and decision-making
- How generative AI is expanding what deal teams can do with information
- What new tools, capabilities, and market signals are emerging now
This conversation explores how AI is being applied in real environments and how that perspective can help investors better evaluate opportunities, strategies, and company readiness across the market.