Organiser:
Join Tony Mackenzie, CEO and Co-Founder of Jacobi, for an exclusive breakfast roundtable on Leading an AI-Driven Investment Team. This is a private, peer-to-peer discussion for senior investment, operations, technology, and distribution leaders. We will explore how AI is rapidly reshaping the role of investment professionals, covering critical topics like AI-driven coding, agentic workflows, and unlocking new possibilities for investment teams.
The session will feature practical demonstrations of the Jacobi platform’s AI capabilities, including AI-assisted coding resources, using AI agents for investment workflows, and leveraging ‘Open Jacobi’ for seamless integration with client-side AI ecosystems.
This event is for professionals from buy-side investment organisations only, as well as partner firms of Jacobi.
