Speakers
Jon O’Donnell
COO - Acuity Knowledge Partners
Chanakya Dissanayake
Managing Director, Head of Delivery Strategic Initiatives (Asset Management)
Joe Campo
Director, Sales - North America
Theme and Topic
An exclusive roundtable on Generative & Agentic AI followed by a networking evening with asset management leaders to explore how AI is transforming investment decision-making, compliance, and operational strategy across the front office and middle office functions of the asset managers.
Key discussion points:
- The current agentic AI landscape
- Pace of evolution in Agentic AI
- Challenges to adopting a successful AI strategy
- Competitor’s potential of growth in front office and middle office functions with AI
- Scale with AI in a cost-effective way
Agenda
- Registration & Networking
- 5 min – Welcome / opening remarks – Joe Campo
- – Welcome Address: Context-setting on the role of AI in asset management. Objectives, format, and expected outcomes of the discussion
- 15 min – Keynote presentation – Jon O’Donnell
- 20 min – Agentic AI use cases for front office and middle office – Jon O’Donnell
- – Agentic AI portfolio pricing tool
- – Agentic AI Earnings Season Monitor for Asset Managers
- 60 mins open discussion – Chanakya Dissanayake
- – AI-Powered Investment Strategies: How AI is transforming portfolio construction and decision-making.
- – Risk, Compliance & Regulatory Landscape: Navigating governance, bias, and AI accountability.
- – Human + AI Collaboration: How asset managers can leverage AI while retaining oversight.
- – Future Outlook: What the next 3-5 years look like for AI-driven asset management.
- 45 min – Networking Cocktail Reception
Why Attend
- Learn from your peers: Hear how leading asset managers are applying Agentic AI in front- and middle-office workflows.
- See real-world use cases: Discover how AI agents are driving research, reporting, and operational efficiency.
- Get practical takeaways: Walk away with insights you can apply immediately in your own front office and middle office functions.
- Explore future trends: Understand where Agentic AI is headed in asset management —and how to stay ahead.
- Expand your network: Connect with senior asset management professionals over cocktails in an exclusive setting.
Speaker Profiles
Jon O’Donnell
COO - Acuity Knowledge Partners
Jon is a proven business leader passionate about applying technology to business practices. At IBM, he led the Business & Technology Consulting and Cloud Consulting divisions, achieving significant market growth. He was also part of IBM Consulting’s Global Leadership Team, holding key positions in the UK, EMEA, and North America.
Jon has launched and led business units focused on AI and cloud platforms, driving market growth and innovation. He is known for his commercial acumen, client service passion, and positive leadership style. Jon holds a degree in mathematics and operational research from Southampton University and is CIMA-qualified.
Chanakya Dissanayake
Managing Director, Head of Delivery Strategic Initiatives (Asset Management)
As the Managing Director- Head of Delivery Strategic Initiatives, he will work with all Delivery segment and business unit heads to ensure the implementation of and continued development of growth strategies. He will collaborate with the Corporate Strategy and Corporate Development teams, and others across the firm. Chanakya will continue to be Head of Asset Management Group and will additionally manage the horizontal services. His responsibility areas include Financial Marketing Services, Investment Research, Investment Operations and Risk Services and DTS, and Compliance. He will also additionally oversee Consulting & Corporate Services.
Joe Campo
Director, Sales - North America
Joe Campo is Acuity’s Head of Asset Management Sales for the Americas. His team is responsible for supporting the firm’s asset management, wealth management, and hedge fund clients across their front, middle, and back-office functions. Joe has over two decades of experience in financial markets.
Prior to Acuity, Joe held various senior sales and trading positions on the sellside, most recently helping establish and grow the European Institutional Equities business at Raymond James for the US. He began his career with HSBC in London, Boston, and New York.
About Acuity Knowledge Partners
Acuity Knowledge Partners empowers asset managers globally with advanced AI/ML tools, bespoke research, analytics, and compliance support. Our proprietary BEAT platform helps firms enhance decision-making, improve productivity, and drive innovation across the investment lifecycle.