AI and Fund Management: Practical Applications, Governance Insights, and Future Trends for Trustees Join Thompson Hine partner Cassandra Borchers and Joyce Li, CFA, CEO and Chief AI Strategist at Averanda Partners, as they explore practical AI applications relevant to fund boards. Our speakers will provide insights on how AI can enhance decision-making, streamline operational efficiency, and support regulatory compliance. Key Discussion Topics: 🔹 AI in Fund Management: Learn about practical uses in risk assessment, portfolio optimization, due diligence, and predictive analytics. 🔹 Governance and Compliance: Opportunities and considerations to ensure regulatory adherence and governance improvement with AI. 🔹 Future Trends: The evolving role of AI in finance and staying informed of emerging trends relevant to fund boards. Register today ➡ https://bit.ly/4gniINy #AIFunds #FundManagement #InvestmentManagement #ThompsonHine
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Keynote Speaker | Leadership Expert | Corporate Trainer | Executive Coach | Board Director | Bold, Authentic & Trusted | Helping Organizations Optimize Outcomes
There are so many people in my network from the investment worlds, and who are AI-curious. If that's you, check out Joyce Li, CFA's upcoming webinar on AI and fund management. Joyce is an AI strategist (she has an amazing newsletter!) and board director. If you don't know her.... you should! #AI #InvestmentManagement #Fundboard
AI and Fund Management: Practical Applications, Governance Insights, and Future Trends for Trustees Join Thompson Hine partner Cassandra Borchers and Joyce Li, CFA, CEO and Chief AI Strategist at Averanda Partners, as they explore practical AI applications relevant to fund boards. Our speakers will provide insights on how AI can enhance decision-making, streamline operational efficiency, and support regulatory compliance. Key Discussion Topics: 🔹 AI in Fund Management: Learn about practical uses in risk assessment, portfolio optimization, due diligence, and predictive analytics. 🔹 Governance and Compliance: Opportunities and considerations to ensure regulatory adherence and governance improvement with AI. 🔹 Future Trends: The evolving role of AI in finance and staying informed of emerging trends relevant to fund boards. Register today ➡ https://bit.ly/4gniINy #AIFunds #FundManagement #InvestmentManagement #ThompsonHine
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In this insight, we delve into investor trust in AI and how the evolution of the wealth industry is impacting advisors, investors, wealth firms, brokerages and other industry stakeholders. Read more: https://lseg.group/3Vud6bD
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Ai can be a much better investor compared to 99% of Fund managers, It can analyze vast volumes interpret them, and identify complex patterns and the entire notion around them, Quickly. Best explained by Julien Bek - https://lnkd.in/g6ku_CZV
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Fast-forward two years, and many wealth management firms will be live with generative AI applications, with some already in production for a few years. So, where will the greatest impact be felt? Celent's Wealth Management team surveyed executives from top wirehouses, brokerages, broker-dealers, and banks to discover the expected impact of gen AI use cases across various business functions over the next two years. Chris Bendtsen, Senior Analyst on their Wealth Management team, dives into the results in his latest blog > https://lnkd.in/ewfc4u4k #AI #genAI
Gen AI in 2026: Where do Wealth Managers Expect the Greatest Impact?
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Fast-forward two years, and many wealth management firms will be live with generative AI applications, with some already in production for a few years. So, where will the greatest impact be felt? Celent's Wealth Management team surveyed executives from top wirehouses, brokerages, broker-dealers, and banks to discover the expected impact of gen AI use cases across various business functions over the next two years. Chris Bendtsen, Senior Analyst on their Wealth Management team, dives into the results in his latest blog > https://lnkd.in/eju2ZE8N #AI #genAI
Gen AI in 2026: Where do Wealth Managers Expect the Greatest Impact?
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🚀 Ningi COO Jym Brown recently shared his insights at the Beyond the Boardroom event hosted by Pacific Asset Management. Jym discussed the transformative role of technology in financial planning, emphasising the urgent need for integrated, client-focused solutions. 🔗 Dive deeper into his views by reading his latest essay; "The Evolution of Adviser Technology". https://lnkd.in/egHa9Ja5 Discover how AI and automation are setting the stage for a new era in financial advice. #FinancialAdvice #FinTech #Innovation #AI #Automation #Ningi
One piece of technology, one source of data
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❓What are the current trends in trading analytics and how are analytics being deployed to support stages of the trading lifecycle – pre-trade, execution, TCA? ❓As data becomes commoditised, how are firms focusing on innovative analytics to drive trading performance and effectiveness? ❓How can firms leverage alternative data sources and use AI and Machine learning techniques, including Generative AI/LLMs for trading analytics and research? Get the answers to these questions and more from this panel on how to successfully integrate and deploy AI in trading analytics and research, at TradingTech Briefing London on 19 September. We'll hear from: ☑️Moderator: Nicola Hedley, Co-Founder, Dark Spark Consulting ☑️Matthew Hertz, Head of ML Technology, Man Group ☑️Adam Ragol-Levy, Global Multi-Asset Product Manager, RBC Capital Markets ☑️Joe Everitt, Managing Director, Electronic Trading, Stifel Financial Corp. ☑️Elliot Banks, Chief Product Officer, BMLL Register: https://lnkd.in/gnG2kPAu #TTSLDN #AI #trading #tradinganalytics #tradingresearch #TCA #execution #LLMs #machinelearning #tradingworkflow
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𝗔𝘀𝘀𝗲𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗲 𝗔𝗜-𝗧𝗵𝗲𝗺𝗲𝗱 𝗘𝗧𝗙𝘀 𝘁𝗼 𝗖𝗮𝗽𝘁𝘂𝗿𝗲 𝗕𝗼𝗼𝗺𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗧𝗿𝗲𝗻𝗱𝘀 🚀 AI-themed ETFs are gaining momentum! Asset managers are rolling out new funds, giving investors exciting ways to tap into AI’s transformative potential. Learn how these ETFs are positioned to capture the booming AI market. 📈🤖 #AIEFT #InvestInAI #ArtificialIntelligence #FutureTech #AssetManagement #AI #AINews #AnalyticsInsight #AnalyticsInsightMagazine Read more 👇 https://lnkd.in/gSndUzz2
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Swiss Fund Day! Powerful discussions on how AI will change the game for Asset Managers and Asset Servicers. Proud to be a platinum sponsor of this thought leadership event for the industry. #assetmanagement #ai
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Help advisors looking to setup their own RIA or join an existing RIA | Vice President, RIA Custody Sales at Fidelity Investments
#T32024 has just wrapped up, but I’m still deep in thought on the role of #AI in wealth management after Fidelity’s fantastic panel with Catchlight and Saifr. If you didn’t get the chance to attend, speakers Judy Lee, Wilbur Swan, and Vall Herard discussed some of the biggest key takeaways for wealth managers interested in incorporating AI into their daily practices, including: ✅ How it could help smaller advisory firms compete in an increasingly consolidated landscape ✅ Why AI could be the key to identifying brand inconsistencies and compliance risks in existing comms ✅ The role AI could play in accelerating client growth via lead optimization I encourage anyone who is interested in learning more about AI in wealth management to check out our in-depth exploration on the topic: https://bit.ly/3upy9S8 And let’s keep the conversation going! What are some of your thoughts on how AI could transform the wealth management landscape?
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Independent Board Director • Director to Watch 2024 • Chief Data Scientist • Chief Economist • Harnessing data and analytics to drive ROI and mitigate risk • Speaker on AI and risk governance
1moJoyce - looking forward to hearing what you have to say!