AI continues to develop at a breathtaking pace. In under five years, the technology has gone from marginal task assistance at the margin - think email rewording - to a true overhaul of entire workflows and business processes. The human equivalent of going from an exceptional personal assistant to a team of multi-disciplinary PhD’s. The agentic structure enables complex, coordinated, multi-step functionality capable of taking autonomous action. This opens up a whole new world of greater accuracy, quality, and effectiveness.

Given the extraordinary speed of change and development, most market participants are not yet harnessing the true power of agentic workflows. These agentic workflows have massive implications for how buyers and sellers interact. In this webinar, we’ll explore how agentic AI can enhance interactions, including concrete examples of due diligence from the asset owner's perspective and investor relations from the manager's point of view.

Agenda

• Making sense of the new and constantly changing landscape
• How to begin or accelerate your AI process - what are the necessary internal and external resources required, how to prepare and convert your legacy processes
• Asset Owners: Demonstrations and examples of how to leverage agentic AI and implications of living in an agent-to-agent world
• Asset Managers: Demonstrations and examples of how your clients are utilizing AI to perform due diligence, and implications for your investor relations and communications
• Risks - governance and permissioning of both information access, as well as the agents themselves, that protect the privacy of data and workflows
• Buy vs Build tradeoffs - considering resources, costs, and technology expertise

Speakers:

• Eric Hoerdemann, Head of Strategy and Business Development, CENTRL

• Gardner LaMotte, Head of Client Solutions, Anchorage Capital

• James Barber, Partner and Board Advisor, Investment Management

Moderator:

• Michelle Noyes, Head of Americas, AIMA

In partnership with: