Private Equity Findings, Issue 20 | Coller Capital
25 July 2024 Publication
Research & Insights

Private Equity Findings, Issue 20

Topics
Foreword By the numbers
Retrospective: A bigger picture
Overview Understanding LPs performanceThe role of academic research in PEThe most influential pieces of academic researchThe affect of the 2006-07 credit bubble Resilience of the PE industryThe the growth of private debt fundsAreas of current researchAreas of research opportunities?
What’s at stake?
Roundtable: Will AI transform private equity?
Overview PE embracing AI technologiesAI origination for VC investmentsThe limitations of AI & lack of dataAI in decision makingUsing AI to predict future outcomesDo LPs really need AI to process qualitative information?AI techniques to predict company director performanceDo large networks and directorships mean poor performance?What aspects of PE are ripe for AI disruption?AI for PE: hype vs. reality
Time for a new model?
Overview Time for a new model: The research viewpointTime for a new model: The investor viewpoint
The side letter arms race
AI techniques to predict company director performance
Foreword By the numbers
Retrospective: A bigger picture
Understanding LPs performance The role of academic research in PE The most influential pieces of academic research The affect of the 2006-07 credit bubble Resilience of the PE industry The the growth of private debt funds Areas of current research Areas of research opportunities?
What’s at stake?
Roundtable: Will AI transform private equity?
PE embracing AI technologies AI origination for VC investments The limitations of AI & lack of data AI in decision making Using AI to predict future outcomes Do LPs really need AI to process qualitative information? AI techniques to predict company director performance Do large networks and directorships mean poor performance? What aspects of PE are ripe for AI disruption? AI for PE: hype vs. reality
Time for a new model?
Time for a new model: The research viewpoint Time for a new model: The investor viewpoint
The side letter arms race
Roundtable: Will AI transform private equity?
Léa, your research employs AI techniques to predict the performance of company directors. What do you see as the current shortcomings in board appointments, and what alternative is AI offering?

 

“Boards have nominating committees that are responsible for selecting new board members and, theoretically, the CEO should not be involved. In reality, however, it is not uncommon for the CEO to have significant influence, which is a problem, of course, because it is the board’s role to oversee the CEO’s performance.

“Some boards hire external search firms and there are a lot of benefits to that because a third-party can help identify potential candidates that are not part of the board’s existing network. Having said that, it’s clear from my talks with recruitment companies that proposed candidates are often discarded and the final appointment goes to someone that is already known to the board in any case.”

“We designed an algorithm that mimics what boards should be doing to select candidates: predicting their performance and selecting from the top. We used demographic information, experience and education, while also taking into account the biographies of incumbent directors. The algorithm worked remarkably well in ranking directors and predicting the distribution of outcomes.

“We then looked at incoming directors selected by boards and compared them with the directors that the algorithm had ranked highly. What was striking was the confirmation of something that has been understood since the days of Adam Smith: there is a lot of homogeneity on boards that effectively self-select. The machine learning algorithm, by contrast, was able to identify directors who not only performed better but were also more diverse.”
Léa Stern


 

Are there risks in delegating appointments to an algorithm?

“It is highly unlikely that companies will hire directors at the push of a button any time soon, so I am not worried on that front. However, companies should learn from previous failed attempts, should they rely on algorithmic decision aids.

“A few years ago, Amazon tried to automate some of its hiring decisions, but there were some fundamental problems with the algorithm. The company tried to predict the likelihood of promotion among potential candidates. The results found that men were far more likely to be hired than women. However, the algorithm used to determine this was based on past hiring and promotion decisions, thereby amplifying existing biases. Algorithm design is critical. Third-party algorithm audits will likely be crucial elements in the future of AI to avoid bad practices and unintended consequences on discrimination, for example.”
Léa Stern

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