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Milissa Holland Jeff Radtke Josh Beggs Austin Zoutis

Private Equity, Public Results: Driving Growth with CRM Intelligence

Fireside Chat

An event by Milissa Holland , Jeff Radtke , Josh Beggs and Austin Zoutis

About this event

In an era where data is currency and speed is strategy, private equity firms are turning to AI to unlock new levels of operational efficiency, deal sourcing, and portfolio performance.

Join us for an engaging fireside chat with leading voices in private equity and AI innovation as we explore how firms are leveraging artificial intelligence to drive measurable outcomes, from smarter investment decisions to accelerated value creation.

Learn how AI is reshaping the PE landscape, what it takes to build an AI-first firm, and why the winners of tomorrow are investing in intelligence today.

About The Speakers

Milissa Holland

Milissa Holland

Managing Director, Spaulding Ridge

Milissa Holland

Jeff Radtke

Jeff Radtke

Managing Director, Spaulding Ridge

Jeff Radtke

Josh Beggs

Josh Beggs

SVP, Global Infrastructure and Business Systems, Elite Technology

Josh Beggs

Austin Zoutis

Austin Zoutis

CIO, Pro-Engage

Location

Industrious SF Union Square

77 Geary Street, Floor 5, San Francisco

Spaulding Ridge's Data and AI lounge on Floor 5