Building AI Agents in Private Credit, Live
FROM IDEATION TO AUTOMATION:
Learn what it takes to build, connect, and operationalize AI agents on real loan data
Join the waitlist
A working session for private credit operators, deal professionals, and technology leaders. Over three hours, we build AI agents live on real loan and portfolio workflows, starting with what anyone can assemble from public data, then showing exactly what changes when a real loan book sits underneath it. You'll leave with a clear read on what's worth building in-house and what has to exist first.
Agenda
Arrival & Breakfast
Welcome & Opening Remarks
The Infrastructure Behind AI Agents: What Has to Be in Place
Daniel Liechtenstein, Co-founder & CEO, Hypercore
What You Can Build on Your Own: Live Build with Public Market Data for Financial Reporting
Break
The Connection Between Front and Back Offices
One Agentic Workflow, Across Different Teams: From Loan Ops to Valuations
When Can You Trust AI to Act?
Moderator: John Guerrieri, Shareholder at CBIZ
Steven Siler, Chief Technology Officer at NMEF
Coran Darling, Associate at DLA Piper
Daniel Liechtenstein, Co-founder & CEO at Hypercore
Closing Remarks
Speakers
Daniel Liechtenstein
Co-Founder & CEO
Hypercore
Coran Darling
Associate
DLA Piper
Steven Siler
Chief Technology Officer
NMEF
John Guerrieri
Shareholder
CBIZ
What you'll leave with
- A clear view of the infrastructure AI agents actually require
- A working sense of what can be built without engineering
- Guardrail patterns for approvals, audit trails, and segregation of duties
- A practical read on build vs. buy for your own workflows
What an end-to-end workflow handled fully by AI agents looks like
NOW ON DEMAND
The September 23 forum is now available to watch. Submit the form to get access to recordings of the live builds and panel.