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.