Jeff McCarter

As generative AI moves from pilots to production, investment operations teams are discovering that the biggest shifts are not in tools, but in data strategy, governance, and operational control. This session will feature a healthy, experience-driven debate on what is genuinely changing versus what still requires disciplined fundamentals.

This session will examine:

How GenAI is changing investment operations in practice, focusing on data quality, lineage, oversight, and workflow design.

Attendees will gain practical insight into how to redesign investment operations and data foundations to scale GenAI responsibly and deliver real operational value.