GenAI for Asset Managers

Getting on Board: What to Look For, How to Proceed

Webinar

Host:
David Hannibal, Chief Product Officer and Head of Corporate Development, Squirro
Experts:
Andy Brown, CEO, Sand Hill East
Joe Hilger, Co-founder and COO, Enterprise Knowledge

 

Webinar Details

When: On Demand (Recording)
Where: Online
Duration: 60min

Generative AI (GenAI) is casting a long shadow, delivering revolutionary technology expected to transform the capital markets -- including asset management.

With an ability to generate and personalize vast amounts of content, GenAI offers implications across various asset management functions. In addition, as it becomes more widely adopted, it is primed to be an integral part of the technology stack to drive further innovation.

Key Takeaways

In this session, our experts discuss GenAI’s impact on the asset and wealth management industry: its status, benefits, and related technology concerns to offer practical thoughts on what asset managers must consider. This includes:

  • Opportunities and advantages to improve efficiencies and drive performance
  • Product specifics to look for in reaping benefits
  • Technology concerns required to ensure integration while meeting both regulatory and operational standards

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Meet the Speakers

David Hannibal, Chief Product Officer and Head of Corporate Development at Squirro 

David Hannibal is a seasoned executive experienced in defining product vision, strategy, marketing, and execution. Over the last decade he has solved enterprise pain points using organic product innovation, partnerships with 3rd parties, and inorganic corporate development strategies. With a career in financial services technology across FactSet, IEX, Duco and Knoema, and advising early stage tech companies, he looks to drive the vision and strategy to drive results for enterprise customers with AI. At Squirro, he is focused on corporate development and building scalable solutions to create ecosystems for user communities. David is part of the CEO Office of Squirro and is based in the US.

Andy Brown, CEO of Sand Hill East

Andy Brown is CEO of Sand Hill East, LLC providing strategic management, advice, and marketing services to emerging companies. He is a member of the board of directors of Zscaler, Inc., a publicly traded company providing cloud security services; Pure Storage, Inc., a publicly traded software-defined data storage solutions company; Digital Asset, a private company providing solutions in the Digital Ledger workflow fintech ecosystem; and Skyhive, a company providing digital reskilling and education. He is the CTO in residence and mentor at Fintech Innovation Lab and he advises a number of privately held software companies.

In addition, Andy is CEO and co-owner of Biz Tectonics LLC, a privately held consulting company. From September 2010 to October 2013, he served as Group Chief Technology Officer of UBS, an investment bank. Before that, he served in several executive management and leadership roles at leading banking companies including Bank of America, Merrill Lynch, and Credit Suisse. Andy holds a BSc Honors Degree in Chemical Physics from University College London.

Joe Hilger, Co-founder and COO of Enterprise Knowledge

Joe Hilger is co-founder and chief operating officer of Enterprise Knowledge, a knowledge management consultancy. He has more than 30 years of experience leading and implementing cutting-edge, enterprise-scale IT projects and was an early pioneer in using agile techniques. Joe is an expert in implementing enterprise-scale content, search, and data analytics solutions, consulting on these areas with organizations around the world. He is a frequent speaker and instructor on topics including enterprise search, enterprise content management, agile development, and knowledge graphs. Joe is also the co-author of Making Knowledge Management Clickable.

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