.png)
AI and the Investment Edge: Enhancement, Replacement, or Reinvention?
Kristian West, Lucia Soares, and Andrew Veglio discuss: Whether AI will improve investment outcomes and/or eventually replace the world of "portfolio managers", how leading investment firms are embedding AI into research, portfolio construction & trading, AI's impact on alpha generation, productivity & active management, and the opportunities and challenges of AI in private & public markets & why venture capital is the most protected.
Artificial intelligence is no longer a theoretical discussion for the investment industry.
It is already changing how firms conduct research, construct portfolios, manage risk, and make investment decisions.
In this special compilation episode, we bring together three perspectives from across public markets, hedge funds and private markets, to explore how AI is transforming investment management today and where it may lead tomorrow.
Andrew Veglio, founder and former CEO of Vantage Investment Management, examines where AI sits in the evolution of technologies and argues the end game is replacement not improvement of much of what we, as investors, do.
Kristian West, Head of Investment Platform at J.P. Morgan Asset Management discusses how they are embedding AI across their global investment platform, sharpening research, investment process and execution.
Then Lucia Soares, Chief Information Officer and Head of Tech Transformation, shares how Carlyle is using AI to accelerate decision-making, improve portfolio and risk management, and create value across its portfolio companies.
Together, they discuss AI's impact on alpha generation, research, trading, portfolio construction, productivity, and the implications for the role of human judgement in our investing world.
Never miss an episode
Be the first to listen to new episodes and receive a breakdown of the key points discussed.
_result.webp)
_result-p-500.webp)
.png)
.avif)
.avif)
.png)
.avif)
