Following the capital: AI, dispersion and the selectivity imperative in private markets – Future Standard – 11.16.26

Future Standard - Upcoming Webcast

Overview:
Title: Following the capital: AI, dispersion and the selectivity imperative in private markets
Date: Monday, November 16, 2026
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

As portfolios become more concentrated around AI and outcomes more dispersed within asset classes, specialization and selectivity becomes increasingly important.

Join Future Standard’s President and CIO Mike Kelly, Senior Vice President of Investment Research Andrew Korz and Vice President, Head of Content Strategy Madison Murphy, for a discussion on how concentrated capital flows and the growing financing needs of the AI buildout are reshaping opportunities and risks across portfolios.

Discussion topics:

  • How rising capital needs and increasingly concentrated capital flows are widening dispersion within markets.
  • How selectivity and specialization can help investors access differentiated, independent sources of return.
  • Why traditional asset-class frameworks may mask hidden concentration risk within portfolios.
  • How financing the AI buildout is creating overlapping exposure across portfolios and creating new diversification challenges.

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Mike Kelly Mike Kelly President and Chief Investment Officer Future Standard

Mike Kelly serves as President and Chief Investment Officer of Future Standard and is a member of the firm’s Management Committee. Mr. Kelly shares oversight of firm strategy and leads the investment management, product development and capital markets functions.

Mr. Kelly has extensive experience in investment management, product development and business development. Prior to joining Future Standard, in 2015 he was CEO of ORIX USA Asset Management, where he led the company’s acquisition of Robeco, a $250 billion global asset management company and the largest acquisition in ORIX’s 50-year history. He started his career at Salomon Brothers and went on to work at hedge fund pioneers Omega Advisors and Tiger Management. He then helped build and lead the hedge fund firm FrontPoint Partners, where he first served as Chief Investment Officer and eventually Co-CEO.

He is a graduate of Cornell University and earned his MBA at Stanford University.

Mr. Kelly is a co-founder and board member of the Spotlight Foundation and a trustee of the Tiger Foundation. He has also formerly served as a Trustee of the Stanford Graduate School of Business Trust and as a board member of Invest in Others.
Andrew Korz Andrew Korz Senior Vice President, Investment Research Future Standard

Andrew Korz is a Senior Vice President on the Investment Research team at Future Standard, where he leads research on private markets, the macroeconomy and the investing landscape. Mr. Korz and his team produce timely content on key trends driving the outlook for the economy and markets via research reports, podcasts and videos. His work supports decision-making across Future Standard’s investment teams and product strategy and informs conversations with institutional and private wealth clients.

Previously, he was an Analyst at PFM, where he advised clients on interest rate hedging strategies.

Mr. Korz holds a BBA in Finance and Economics from Villanova University and is a CFA charterholder.
Madison Murphy Madison Murphy Vice President, Head of Content Strategy Future Standard

Madison Murphy is a Head of Content Strategy at Future Standard, where she contributes to the development of investment research and messaging supporting the distribution of the firm’s private markets and multistrategy hedge fund offerings. In this role, she helps shape communications across the firm’s product suite and creates strategic insights and educational resources.

Prior to joining Future Standard, Ms. Murphy was a Senior Analyst in the Financial Advisory group at PFM, where she advised public sector clients on the structuring and pricing of municipal bond transactions.

Ms. Murphy holds a BBA in Finance from George Washington University.
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