Balancing Innovation and Compliance: Strategies for Harnessing GenAI in Investment Managment
Please join us for an insightful session (and breakfast!) on the transformative potential of Generative AI in investment management, hosted by Agio and Optima Partners.
Tuesday, Mar. 12 | 8:30-9:30 AM ET
Optima Partners NY
750 Lexington Ave, 25th Floor
Event Agenda
This session aims to provide essential insights for effectively integrating Generative AI (specifically Microsoft Copilot) strategies within your firm’s operations.
A Practical Guide:
Understanding the fundamentals of GenAI, including good and bad use cases for investment managers.
Key Privacy Considerations:
Understand Copilot’s out-of-the-box data leakage risks and how you should manage them.
Managing Information:
Learn strategies for capturing and archiving Copilot records to meet regulatory best practices.
SEC Perspective:
Gain insights into the U.S. Securities and Exchange Commission’s perspective on the use of GenAI in the investment process.
