Ask Me Anything: Your AI Questions Answered by an AI Expert

Recorded On: 11/19/2024

Join this interactive webinar for an exclusive opportunity to engage directly with an AI expert and explore real-world challenges of AI implementation in the asset and wealth management industry. Through a live Q&A format, attendees can ask their most pressing AI-related questions and receive expert advice, practical insights, and actionable strategies to maximize AI’s potential within their organizations. The session will also cover AI use cases, what makes a successful AI project, and key steps for initiating AI-driven initiatives.

Learning Outcomes:

• Gain expert insights on real-world AI implementation challenges within asset and wealth management.
• Understand actionable steps to maximize AI's potential across various organizational functions.
• Learn best practices for identifying and launching successful AI projects.
• Explore AI use cases in investment strategies, client engagement, and operational efficiency.
• Receive practical advice on overcoming common barriers to AI adoption and integration.

Target Audience:

This webinar is specifically designed for professionals in the asset and wealth management industry who have pressing questions about effectively leveraging AI. Whether you're interested in exploring real-world AI use cases, understanding the key components of a successful AI project, or learning the essential steps for launching AI-driven initiatives, this session will provide the expert insights and actionable strategies you need.

• Asset and Wealth Management Professionals
• Investment Managers and Analysts
• Compliance and Risk Management Professionals
• IT and Technology Leaders in Financial Services
• Business Strategists and Decision Makers
• Anyone interested in leveraging AI for business growth and efficiency

This program is co-hosted by the Nicsa Next Gen Committee.

CPE Credits Redeemable with NASBA

Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1

CPE Field of Study: Information Technology – Technical

Program Level: Basic

Delivery Method: Group-Internet Based

Advanced Preparation: None

CE Credits Redeemable with Investments & Wealth Institute™ (IWI)

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI) for continuing education credits applicable to CIMA®, CPWA®, RMA®, and CIMC® certifications. This 60-minute webinar has been pre-approved by IWI for 1 CE credit.

To redeem your CE credit, you must self-report your participation by visiting the Investments & Wealth Institute™ website: https://investmentsandwealth.org. Following the conclusion of the webinar, please enter the program date, program ID, program title, and Nicsa as the sponsoring organization. Nicsa will not report your participation on your behalf.

The Investments & Wealth Institute™ has final authority on the acceptance of individual courses for CE credit. If you have any concerns or complaints regarding registered sponsors, you may submit them via the IWI website: https://investmentsandwealth.org/contact-us.

CPEs Earned: 1

Continuing Education Topic: Supplemental - Building Your Business

Program Format: Live Webinar

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Lilly Bahmani at info@nicsa.org

Please note by registering for this webinar, you are consenting to Nicsa sharing your information with the sponsor of this webinar, who may subsequently contact you. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy

Tod McKenna

Global Head of Data Science and Artificial Intelligence, Citi Securities Services

Tod is a Director out of the Boston office. He is the Global Head of Data Science and Artificial Intelligence for the Data, Digital, and Innovation team within Securities Services. Tod joined Citi in 2022.

Prior to Citi, Tod spent three years with Alpha Financial Markets Consulting where he was a client director responsible for the public and private market strategy, design, and implementation of transformative change for some of North America’s largest Asset Managers and Asset Owners. In addition, Tod was the North America head of the ESG and Responsible Investing Practice.

Before joining Alpha, he was the Chief Operating Officer of Prudential’s Portfolio Management Group in London, where he oversaw technology, operations, and data for the £180b multi-asset manager. Prior to that, at NN IP, he was a Senior Quant, Head of Portfolio Analytics, and member of the Quant Leadership Team.

Marissa Huertas-Crespo (Moderator)

Assistant Vice President - Citi Securities Services

Marissa is responsible for business development and client management within the Asset Owner and Asset Manager segments across Custody, Fund Services, and Execution Services.

Marissa was awarded the Nicsa Rising Star Award in 2024 and is an active member of Nicsa's Next-Gen Committee. She is also a One Young World Ambassador, which allowed her to travel to Northern Ireland to meet with other representatives from 190 countries around the world to discuss solutions to the United Nation's Development Goals from her perspective in financial services.

Marissa holds a B.A. in Economics with a concentration in finance as well as a B.A. in Political Science from Lafayette College.