Introducing AIX: AI Private Opportunities Trust
Webinar Sections:
The Opportunity & Investor Gap
Why We Built AIX & Who Is Behind It
The AI Ecosystem
Timeline, Risks & Key Dates
Q&A
In this webinar, Russel Pillemer (CEO, Pengana Capital Group), Fred Pollock (CIO, GCM Grosvenor), and Adam Myers (Head of Distribution, Pengana Capital Group) outline the investment case, portfolio strategy, and offer details for the upcoming IPO of the AI Private Opportunities Trust (ASX: AIX).
Key topics discussed:
- The Opportunity & Investor Gap: We believe a substantial portion of innovation and value creation in AI is occurring within private markets. Most investors can’t access it – AIX was created to help bridge that gap.
- Why We Built AIX & Who Is Behind It: An ASX-listed trust designed to provide investors with access to a curated portfolio of privately held companies operating across the artificial intelligence (“AI”) ecosystem, which we believe is a rapidly evolving and transformative segment of the global economy. Delivered by Pengana Capital Group & GCM Grosvenor.
- The AI Ecosystem, Timeline & Key Dates: The Trust serves as a single point of entry to a relatively concentrated portfolio of 12-20 AI investments diversified across the AI ecosystem, including core categories: Foundation Models, Picks and Shovels, Physical AI, and AI Applications. The offer opens on 10 June 2026 and closes on 19 June 2026. ASX listing expected to commence 2 July 2026.
- Q&A: Including how GCM Grosvenor accesses and validates investment opportunities, portfolio valuation methodology, trust structure mechanics, and offer details.
Pengana Investment Management Limited (PIML) ACN 063 081 612 AFSL 219 462 as responsible entity for AI Private Opportunities Trust ARSN 697 001 184 (AIX), is the issuer of AIX units. This information has been prepared by PIML for general information purposes only. It does not take into account your objectives, financial situation or needs and because of that, before making an investment decision you should consider the appropriateness of this information having regard to your objectives, financial situation and needs. You should obtain and consider the PDS and consider the TMD available at pengana.com/AIX before deciding whether to acquire or hold AIX units and whether AIX units are appropriate for you.
