Tune in as we cycle through investment opportunities in Fintech considering the implication of AI as an advisor as well as how it can help allocators to wade through and organize the vast document load that comprises due diligence these days.
We turn to the challenge of front-line client interactions and the changing shape of client need as markets and investment products evolve, get “in deep” when it comes to what really happens after a Merger, and expose the shocking gaps in financial literacy that are jeopardizing retirements and pension pots everywhere.
We dig some more – into soil science and regenerative agriculture, and where such products fit within a portfolio, then chat with an executive coach about her trending topics and how “breakdowns lead to breakthroughs”. A veteran of risk management and non-executive roles shares her journey from “the age of the dinosaurs” in the City of London today’s different challenges, a fund manager recalls his father’s refrain to “take things back to formula” and an education investor stresses the importance of scale.
- Jennifer Ryan, an institutional distribution expert
- Wendy Li, fintech founder and former institutional allocator
- Shan Chen, an expert on AI and investing
- Rob Gardner, a sustainable investor, founder and leading financial literacy advocate
- Mike Tiedemann, investor and founder
- Tony Miller, venture capitalist, fund manager and former public servant with expertise in investing in education
- Julie Koeninger, fund manager and expert in the field of agriculture
- Sarah Fromson, investment committee member, NED and former risk manager
- Ilya Zaides, fund manager
- Jeanie Coombes, executive coach, podcast host and Chief Igniter
Keywords :
Trailer
AI
Education
Agriculture
Coaching