Beyond the Hype: Putting AI agents to work in Investment teams

In this roundtable, Jacobi co-founder and CEO Tony Mackenzie shifts the focus from theory to execution—examining how investment teams can deploy AI agents to enhance portfolio construction, streamline investment operations, and improve client engagement.

This session will explore how Jacobi leverages AI to streamline investment workflows and simplify coding to accelerate custom development. Whether you’re still experimenting with AI or looking to productionise its use, this conversation will offer actionable insights into how to move from experimentation to implementation.

This event is for professionals from buy-side investment organisations only, as well as partner firms of Jacobi.

Presented by Jacobi

Host: Chris Barnett – Director of Sales EMEA, Jacobi.
Presenter: Tony Mackenzie – Co-Founder & CEO, Jacobi.

8:15AM – Registrations and breakfast

9:00AM – Event start

10:30AM – Event concludes with networking