An abstract graphic of rounded lines forming a circle on a dark blue background. The lines are pink and blend into purple in an ombre circle, with just a portion of the circle showing on the screen. The graphic signifies the design of The Milken Institute's Global Conference 2025, an annual forum that brings together leaders from business, finance, and other fields to discuss economic and social issues.
Global Conference 2025

A Practitioner's Guide to AI in the Investment Office (Invite only)

-

As investors grapple with the real-world implications of AI, the foremost question for many is the application of AI in investment offices themselves. Beyond the broader market implications, AI is transforming internal workflows, decision-making processes, and talent strategies. What are the real use cases that organizations find successful when integrating AI into their workflows? How is AI reshaping job functions? And how does that change the way leaders view their talent pool? What implications for risk, cybersecurity, and data integrity must leaders consider when incorporating AI? How does AI adoption within firms influence investment decisions, and how do the use cases vary between smaller and larger organizations? Investment leaders who have been there and back will share best practices for incorporating AI into investment offices. 

    Moderator

    Image

    Jason Klein

    Chief Investment Officer, Memorial Sloan Kettering Cancer Center

    Speakers

    Image

    Ned Brines

    Chief of Investment Strategy, Arnel & Affiliates
    Image

    Roben Dunkin

    Chief Operations and Innovation Officer, PGIM
    Image

    Jonathan Larkin

    Managing Director, Columbia Investment Management Co., Inc.
    Image

    Umesh Subramanian

    Chief Technology Officer, Citadel