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1 May 2024 | 4:10 PM - 4:50 PM

Investing in the Era of AI: maximising opportunities, minimising risks

In our research, from over 100 advisers, artificial intelligence was the number one topic you want discovered. We bring some of the industry’s biggest experts together to bring a practical client-centric approach. How can emerging innovations enhance services without compromising relationships? What's the smartest way to leverage automation? Our panelists will discuss practical applications, provide strategic guidance on working alongside “smart” tools, and debate how AI and human talent can productively collaborate. By charting a prudent path forward, one that synthesises the best of technology and human touch, institutions can build towards a thriving tech-enabled future. Join our vibrant discussion as panellists debate tough trade-offs, pragmatic solutions and how to future-proof for what lies ahead.

Speakers

Director of Research, UK

Monika Calay

Director of Research, UK
Morningstar
Founder & CEO

Dr Lewis Z. Liu

Founder & CEO
Eigen Technologies
President of Morningstar Data, Research and Enterprise Solutions & Chief Technology Officer

James Rhodes

President of Morningstar Data, Research and Enterprise Solutions & Chief Technology Officer
Morningstar
Head of Technology - EMEA

Derek Smith

Head of Technology - EMEA
Morningstar Wealth
Partner

Xuesong Zhao

Partner
Polar Capital