Inês Delgado

As many companies entering into long hold period, it is important to discuss how to re-activate value creation plan and more importantly what good looks like in terms of margin stability, growth optionality and exit readiness. Join leaders to hear the most relevant insights from those who are actively going through this at the moment:

• What are the typical symptoms of "drift" in long-hold portfolio companies?

• How are management teams resetting equity value expectations after prolonged hold periods without demotivating teams

• How to balance reinvestment for growth against capital discipline when exit timing remains uncertain

• How to effectively leverage the other operational levers at a VCP reset

"We won't be investing in anything unless it's AI." We hear a lot of Boards decare this going into 2026. Yet across many portfolios, AI adoption at the company level remains uneven, under-scaled, or disconnected from tangible value creation. As hold periods lengthen and traditional levers deliver diminishing returns, the gap between GP ambition and portfolio company execution in AI deployment is becoming harder to ignore. Join this session to hear where and how AI deployments are truly making a difference:

• Where is Ai truly paying off?

• Why so much value remains trapped?

• How long does it take for you to expect realistic ROI from AI deployments?

• What does it take to translate experimentation into measurable EBITDA impact?