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Private Equity, AI & European Markets | Andrea Auerbach on Bloomberg

Picture of Global Head of Private Investments
Andrea Auerbach Global Head of Private Investments
Private Equity, AI & European Markets | Andrea Auerbach on Bloomberg

With roughly 37% of private markets capital deployed in enterprise software, the stakes around artificial intelligence have never been higher for private equity investors. Cambridge Associates’ Global Head of Private Investments, Andrea Auerbach, joined Bloomberg’s Opening Trade to share her outlook on the forces reshaping private markets today. Andrea shares how investor expectations around AI are evolving — moving decisively away from experimentation and toward measurable financial outcomes. Are margins expanding? Is AI genuinely embedded in product development? Is customer retention improving? These are the questions now driving manager evaluation.

The conversation also covers the venture capital landscape, where valuations are resetting and a healthier IPO pipeline is beginning to take shape — creating new entry points and distribution opportunities for institutional investors. And with tens of thousands of privately held businesses across the UK and Europe remaining less competed-over than their US counterparts, Andrea makes the case for why European private markets deserve a closer look.

Watch the full interview below.

 

Andrea Auerbach - Andrea Auerbach is the Global Head of Private Investments and a Partner at Cambridge Associates.

 

About Cambridge Associates

Cambridge Associates is a global investment firm with 50+ years of institutional investing experience. The firm aims to help pension plans, endowments & foundations, healthcare systems, and private clients achieve their investment goals and maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, staff extension and alternative asset class mandates. Contact us today.

 

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