Buy Side Data Innovation Day

By 2032, the IMF believes in G7 countries, 60% of jobs will be profoundly impacted by AI, and more than half of that will be job loss. The impact of AI cannot be underestimated, and the potential this technology has to transform financial markets is only just starting to be explored. In this keynote session, our guest speaker will look to unpack the following:

• Outlining the differences between machine learning, AI and generative AI
• Examining current use cases across the three C’s (content consumption, creation and characterization)
• How to build value measurement frameworks to determine the ROI of AI investments
• Exploring the future outlook and possibilities of AI in asset management and trading

Iro Tasitsiomi

Head of AI & Data Science
T. Rowe Price

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Marc Wyatt

Head of Global Trading
T. Rowe Price

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In this panel, a buy side moderator will quiz sell side and vendors on how they are integrating AI into workflows. They will be asked to outline a project each, delving into the specific use case and benefits.

• Assessing which developments are real and actionable, and which are simply noise
• What areas of the trading process are vendors seeing most demand for innovation?
• What are the latest vendor integrated AI offerings and how are they improving trade performance for clients?
• How is AI being applied to enable predictive pricing analytics, real-time data queries and smart order routing decisions?
• What are the potential dangers and risks attached to the application of AI and LLM?
• What are the regulatory hurdles and considerations that providers need to factor in when building AI tools?

Michael Steliaros

Global Head of Equity Portfolio Engineering and Trading
ADIA

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Integrating Gen AI into asset management, investment and trading processes presents a mix of transformative potential and critical challenges. We’ve heard the case and promise this technology can offer, but we now must consider the practical challenges of adoption and how to deploy in a safe and compliant way. Jamie and Rebecca will delve into the regulatory and governance hurdles, how to roll the technology out, as well frameworks for measuring the value of Gen AI: 

• What are the most effective strategies and training programs for fostering gen AI literacy and enthusiasm among traders, analysts and portfolio managers? 
• How to establish ROI benchmarks and frameworks to measure AI's impact on the business? 
• What are the emerging regulatory and ethical hurdles, including data privacy, transparency and explainability? 
• How to establish a governance structure that will oversee AI deployment and comply with industry standards? 

Jamie Ovenden

Chief Technology Officer
Schroders

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Rebecca Healey

Managing Partner
Redlap Consulting

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• Examining the latest developments in ETF algos and whether they deliver benefits beyond the RFQ protocol
• How are providers developing their capabilities to improve the measurement of ETF execution quality and better analyse toxicity during the RFQ process?
• What progress is being made to provide more meaningful data, including information on the intraday net asset value?
• How can you measure how the order book changes throughout the period of an RFQ to get a more accurate picture of price movements at the time of execution?

Market participants are quickly realising the competitive advantages they can gain through the deployment of cloud solutions. If firms want to fully embrace the power of big data and AI tools, then cloud adoption is a necessity.

In this panel, speakers will explore the front office benefits of migrating to the cloud, how to best deploy cloud- enabled solutions, concerns and perceived value, and how the trading desk should work with the IT department to ensure the desks needs are met.

• What are the benefits of the cloud in reducing execution costs by connecting directly to venues vs through service providers?
• Outlining the difference between cloud execution vs using cloud data analytics providers.
• What are the potential risks and associated costs with disrupting current legacy systems?
• How should the trading desk and IT department collaborate to ensure front office requirements are fed into the cloud migration roadmap?
• How is data security protected to ensure client data is safe?

Matt Barrett

CEO and Co-Founder
Adaptive

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• What is the best approach to consolidating internal transaction data and how to enrich it with third party and market data? 
• What are the key challenges in managing data quality, integration and accessibility? 
• How can you best evaluate existing data tools and platforms to identify gaps in your current analytics processes?   
• Is it best to design and build dashboards and reports in-house, or to work with third party providers? Outlining pros and cons to both approaches

Antish Manna

Head of Execution Analytics and Principal Quant
Man Group

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Simon Hordum Bonde

Head of Trading Quants
Nordea Asset Management

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Inbar Shamir

Equity Trader
Nordea Asset Management

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Available to Innovation Day attendees only