Beyond Efficiency: AI and How We Value
Exploring how emerging AI tools influence valuation workflows, risk assessment and valuation opinions
Fri 6 Nov 2026 · 15:00–16:00 UK
Post your questions and comments using the Q&A button on your screen.
Please respond to the live polls during the webinar.
The session is being recorded and will be available on demand afterwards.
The session
About this session
AI’s efficiency gains in valuation are now well understood, with automation already embedded in data gathering, benchmarking, modelling and reporting. This session looks past that to a harder question: what AI means for the methodologies themselves.
As AI makes private market data and observable inputs far more available, giving valuers a direct view of the assets they are pricing rather than relying on proxies, the panel asks whether approaches designed decades ago for illiquid assets still hold, how far private and public market valuation may converge, and what professional judgement, and the role of third-party valuation, look like in a faster and more data-rich environment.
Speakers
Meet the panel
Select a speaker to read their profile.
Palak Patel
Managing Director, Private Capital Markets
Kroll
Palak leads Kroll’s Private Capital Markets group and its product strategy within Kroll Digital Solutions, with more than 20 years’ experience building data, software and analytics solutions for the public and private capital markets.
Before Kroll he was Chief Revenue Officer at S3 Partners and spent 12 years at Bloomberg, where he led several of its most widely used investment-management and trading platforms.
Celine Bes
Member, Business Valuation Board
IVSC
Celine’s career spans over two decades in global executive roles focused on valuation, portfolio analysis and transaction advisory. She is currently a member of the IVSC’s Business Valuation Board and of the IVSC’s Technology Working Group. Formerly, she was Head of EMEA at 73 Strings, an AI-native portfolio monitoring and valuation company, where she led the company’s expansion in the region as a member of its Executive Committee.
Prior to joining 73 Strings, Celine spent 13 years at Goldman Sachs in New York and London. During her last three years there she specialised in Sponsor M&A and Secondary Advisory; before that, she led the global private equity valuation team and served as Head of M&A Valuations on the global Fairness Committee. Celine started her career at EY in Paris and New York, where she co-launched its Portfolio Advisory practice focused on hedge funds and private equity clients.
Celine holds an MSc in Corporate Finance from EDHEC Business School in France and an MBA from Columbia Business School in New York.
Henry Gladwyn
Managing Director
OMERS Ventures and Growth
Henry is a Managing Director in the OMERS Ventures and Growth group, focused on AI investing. He began his career in corporate law in London before transitioning to venture and growth investing at Hedosophia.
Stephani Mason
Associate Professor, School of Accounting and MIS
DePaul University
Stephani Mason is an Associate Professor in the School of Accounting and MIS at DePaul University’s Driehaus College of Business, and a Certified Public Accountant with over a decade of experience in investment management at JP Morgan and US Trust.
Her research examines how valuation and accounting standards, financial regulation and corporate governance shape financial reporting and capital market behaviour, with a particular focus on fair value accounting and the valuation process. She serves on the AICPA Complex Financial Instruments Task Force and has contributed to international standard-setting work, including for the IAASB.
Your questions
Questions from the audience
A selection of the questions submitted at registration. Post your own during the session using the Q&A button on your screen.
How can AI assist where market data is scarce or not transparent?
How should conflicts between an AI assessment and a valuer’s opinion be handled?
Are firms putting guard rails around AI beyond expert verification?
What are the use cases for AI in the valuation oversight of private assets?
Should the use of AI in valuation be limited, and how do members protect themselves?
Audience
Today’s audience
A senior, international audience with finance at its core. Around one in eight registrants comes from an investor, asset manager or bank, joined by the advisers, auditors, regulators and standard setters assessing AI in valuation.
Who is in the room
The whole valuation ecosystem, from the people who carry out valuations to those who rely on them and oversee them. Each square is one in every 100 registrants.
A closer look
Select a group to see the organisations behind it, by number of registrants.
118 registrants from 98 investor organisations, plus 49 from 34 banks and lenders.
Where they are joining from
Registrants from 113 countries and territories, by region. Circle size reflects the number of registrants.
Based on registrations as at 23 October 2026. Groups are IVSC classifications of the organisation names given at registration, covering the 1,214 registrants who gave an identifiable organisation, and are indicative. No organisation or individual is named.
Resources
Further reading
Resources to explore after the session.
IVSC Valuation Webinar Series 2026
Five sessions, 2 to 12 November
Register for the other sessions in the series. Registering also gives you access to the on-demand recordings.
Next in the series
The Forces Reshaping Value
Tue 10 Nov 2026 · 15:00–16:00 UK. Registration is free, and everyone who registers gains access to the on-demand recording.