As agentic AI reshapes enterprise software, the market is bifurcating. Some businesses will see their value proposition weaken, while others will grow their competitive edge. In this environment, broad market exposure is no longer enough. How can you identify the winners, navigate the losers and access the operational capabilities to drive performance through the next cycle?

In this workshop, explore how to capture upside in a software portfolio while managing disruption risk. Understand what differentiates resilient and high-growth businesses, how value is being created in practice, and why manager selection is critical as outcomes diverge. Learn how to allocate with confidence in a complex and rapidly evolving market.