Explore what is truly changing across the investment value chain and what will remain uniquely human, while addressing the critical implications for governance, ethics, and institutional adoption.

This conference will bring together William J. Kelly, and Honorary President, in conversation with Jane Buchan, Chair of Standard Board for Alternative Investments. It will set the stage for the key discussions that will guide the event.

Highlight the forces redefining the investment landscape, from geopolitics to the convergence of public and private markets, with AI as a foundational structural driver.

Led by Aaron Filbeck, this strategic discussion will bring together Frederick Castonguay, Bruno Roy and John W. Polis to explore the impact and implications of the transformations reshaping today’s global investment landscape.

AI is moving from pilot projects to real-world deployment, but adoption remains uneven. This panel offers a practitioner-led view on where AI is delivering value today, where it is falling short, and what it takes to scale it within investment processes.

Led by Dr. Anne-Sophie Van Royen, this discussion will bring together Gerald Garvey, David Ouellet, and another guest to explore the practical applications of AI in asset management, its impact on investment processes, and the challenges related to data, governance, and models.

Autonomous agents are beginning to reshape investment processes. AI is moving beyond analysis to action. A structural shift that redefines the role of the investment professional.

Led by Dr. Ranjan Bhaduri, this discussion will bring together Dr. Russ Goyenko, along with two panelists. This panel confronts the gap head-on exploring how roles will change, what skills will matter, and how firms must rethink talent, governance, and accountability in an agent-driven world.