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.

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.