Growth Investor with GrowthCap‘s RJ Lumba19 Aug

Top Investors Discuss AI at the 2026 Jackson Hole Forum

It is a distinct pleasure to share with all of you our listeners this special episode which was recorded live at the third annual Jackson Hole Forum, which we hosted this past July.

We had four notable speakers on this first panel and RJ Lumba moderated the conversation. The main theme for the panel was The Investor's Perspective on AI and Technology. Many of the questions came from audience members.

For a bit of background, each year 30 participants are selected for the Jackson Hole Forum. Roughly half are leading growth investors while the other half are accomplished founders and CEOs. Many attendees were attending for their second or third time.

In this discussion, RJ was joined by Corey LoPrete, Managing Director and Head of Private Equity Portfolio Management at GCM Grosvenor; Ashu Agrawal, Managing Director at TA Associates; Alex Fisher, Managing Director and Co-Head of Technology and Government at Madison Dearborn Partners; and Don Vu, AI and Data Advisor at ICONIQ Growth.

Our conversation covered a broad set of topics from how they think about AI and the influence it has on the opportunities they pursue, to where the most disruption may happen, to pricing risk and exit multiples and beyond.

We also talked about what it takes to build a world class investment firm.

I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

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