Breakfast Roundtable Event
The Rise of AI Agents & Why It Matters For Investment Teams
In this roundtable, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents - whether as part of initial portfolio construction, ongoing investment and operations processes or as part of client engagement.
Register your place
Submit your details below to secure your place. Please note that this event is intended for investment professionals and, as spaces are limited, priority will be given to individuals representing those firms.
Event Details:
Despite much talk about harnessing AI within investment organisations, the role of AI "agents" and their transformative potential has received less attention. In this roundtable, Jacobi co-founder and CEO Tony Mackenzie explores the opportunities for investment firms using AI agents - from initial portfolio construction, to ongoing investment and operations processes, through to engagement with clients. The sophistication of any AI model relies heavily on how well investment groups organise themselves to make full use of their potential.
Date: Tuesday, 3rd December 2024
Time: 8:15 AM - 10:30 AM
Location: Vintry and Mercer Hotel, 19-20 Garlick Hill, London EC4V 2AU
Presenter: Tony Mackenzie, Co-Founder & CEO, Jacobi
Moderator: Curtis Evans, Managing Director, Jacobi EMEA
We will engage in a Q&A-style discussion, moderated to ensure a lively and insightful conversation. Attendees will have the opportunity to ask questions and share their perspectives, making this a highly interactive experience.
Please note that this event is intended for investment professionals and, as spaces are limited, priority will be given to individuals representing those firms.