Live with Marvin: AI in Investment Management

This video was originally published as a LinkedIn Live.

This Live with Marvin event focuses on the rapidly increasing influence of Artificial Intelligence (AI) in Investment Management. The session will dive into how AI transforms key functions like data analytics, risk management, and client services while exploring the collaboration between humans and AI, ethical concerns, and the strategic approaches CIOs can take in leveraging AI for their organisations.

AI is reshaping the landscape of investment management by driving greater efficiency, accuracy, and client satisfaction. However, its adoption also comes with ethical considerations and potential barriers. Firms that successfully integrate AI will be better positioned for long-term success, while those hesitant may need help to remain competitive. This event will provide practical insights for navigating AI implementation and overcoming challenges, making it essential for industry leaders looking to stay ahead.

Hear perspectives from industry-leading experts

• Alex Hoffmann. Alex is the co-founder and CEO of Marvin Labs. Prior to that, he spent five years in credit structuring and investments at Credit Suisse. He also spent six years as co-founder and CTO at TNX Logistics, which exited via a trade sale. In addition, Alex spent three years in special-situation investments at SIG-i Capital.

• James Yerkess, Former HSBC Wealth Management. James spent ten years at HSBC, most recently as Global Head of Transaction Banking & FX—also, Wealth Management and Private Bank roles. In the UK, he served as an executive member responsible for the launch of two UK neo-banks.

• Mark Bolton, AI Strategy and Wealth Management. Mark is a Senior Strategic Advisor to Marvin Labs. He brings almost 30 years of executive-level experience in banking and financial services in the US and Europe, delivering business and digital transformation strategy, having worked with Goldman Sachs, Morgan Stanley, Wells Fargo, Credit Suisse, HSBC, Citi and ABN-Amro.

Key Topics Covered:

• AI’s Medium-Term Impact: How AI drives innovation in data analytics, portfolio management, and customer engagement, and what this means for the future of investment management.

• Human-AI Collaboration: How industry professionals can effectively work with AI to enhance decision-making processes while addressing key ethical concerns such as bias, transparency, and data privacy.

• CIOs and AI Strategy: Actionable advice for CIOs to identify high-impact AI use cases, manage adoption with minimal resistance, and ensure alignment with technical teams.

• Ethical Considerations: Views on some ethical challenges surrounding AI, including privacy concerns, algorithmic bias, and transparency, and how firms can manage these risks responsibly.

• AI Adoption and Hesitation: Strategies for reluctant firms to adopt AI, including starting with small-scale initiatives to demonstrate value and build internal trust.