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#25: Adapting to Change: The Future of AI in Investment Management

Are you curious to learn how AI is shaping the financial industry?

Then don't miss out on this insightful conversation with industry leaders at the forefront of this transformation. The discussion covers a variety of topics, from a firm's primary concerns while implementing AI, to how it's leveling the playing field for smaller to mid-sized firms, and the potential for increased regulations.

Whether you're fascinated by the potential of AI, eager to learn future initiatives, or concerned about data quality or control, this episode is a must-listen.

Speakers

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Jaci Stanton

Managing Director, F2 Strategy

Financial Services Executive passionate about all things fintech and wealthtech. Focused on creating and executing future growth strategies to improve the end-to-end advisor and client experience. Direct experience with enterprise advice transformation, technology integration and adoption, talent engagement, product (agile) strategy, and advisor development - both employee and independent.

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Prakash Kanchinadam

Vice President, Engineering, SS&C

Prakash Kanchinadam is VP of Engineering at Intralinks, a business unit within SS&C Technologies. In this role he is responsible for leading the Intelligent Data Services (IDS) group focusing on delivering SS&C’s world-class solutions to the global M&A and Alternative Investment communities. His group of engineering staff have a particular focus on developing cutting edge solutions in the realm of Artificial Intelligence & Data Science, Search technologies and Data Analytics. 
 
Prior to joining SS&C Intralinks in 2019, Prakash has held many technology leadership roles for over 20 years at diverse, global organizations such as Verizon, Dow Jones and Citi. Being a 3X entrepreneur along the way, he is passionate about bringing a culture of innovation to his teams at SS&C Intralinks. 

  
Prakash holds a master’s in computer science from the University of South Carolina. 

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Jasmin Conner

Host | Sales Engineer, Black Diamond, SS&C Advent

Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.

Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.

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Trent Berry

Host | SS&C Advent

Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,

Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.