The advent of Artificial Intelligence may represent a watershed in human history, with the potential to transform daily lives to an extent that may be difficult to appreciate fully at this moment in time. But as unprecedented as the technological shock from Generative AI may prove to be, the capital market response to it already follows familiar patterns.

Brave New World AI and its Downstream Implications is a Global Insights report from Head of Global Research & Investment Strategy Jason Thomas and Managing Director and Co-Head of the Carlyle Europe Technology Partners investment advisory team Michael Wand. The report shares perspectives on the capital market’s response to Artificial Intelligence (AI) and its transformation potential.

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ABOUT THE EXPERTS

Jason Thomas is Head of Global Research & Investment Strategy at Carlyle. Mr. Thomas helps to formulate firmwide investment strategies and serves as the Chief Investment Officer for managed accounts and the economic adviser to the firm’s Global Private Equity and Credit Investment Committees. Prior to joining Carlyle, Mr. Thomas served on the White House staff as Special Assistant to the President and Director for Policy Development at the National Economic Council. In this capacity, Mr. Thomas acted as the primary adviser to the President for public finance. Mr. Thomas received a BA from Claremont McKenna College and an MS and PhD in finance from George Washington University, where he studied as a Bank of America Foundation, Leo and Lillian Goodwin Foundation, and School of Business Fellow. Mr. Thomas has earned the chartered financial analyst designation and is a Financial Risk Manager certified by the Global Association of Risk Professionals.

Michael Wand is a Managing Director and Co-Head of the Carlyle Europe Technology Partners investment advisory team. His main investment focus lies in enterprise and infrastructure software, media technology, IT security, data analytics and digital services. He is based in London. Mr. Wand has led numerous technology investments, notably P&I AG, FRS Global, UC4/Automic, Foundry, eggplant and Dept, and advised on a dozen completed realizations. Mr. Wand is currently a member of the Boards of Directors of Shopware, SER Group, HSO, Dept, Jagex, Disguise, LiveU and Incubeta. In addition, Mr. Wand is Co-Head of Europe Private Equity, sitting on Carlyle’s European Private Equity Executive Committee which was formed in 2022 to drive deeper collaboration across all the firm’s Corporate Private Equity activities in the region. Prior to joining Carlyle in 2001, Mr. Wand worked for approximately 10 years in investment banking, the last seven years of which were in the technology sector. As a Managing Director, he was responsible for the European software and Internet research team at Deutsche Bank in London. Prior to that, he worked as a European Software Analyst for Paribas in London and BHF-Bank in Frankfurt, Germany. During his banking career, Mr. Wand was the underwriting analyst for European technology innovators such as SAP, Autonomy, SurfControl, Utimaco and nCipher.