The Future of Investment Management
Investment institutions face a more uncertain long-term environment and a faster short-term one. This keynote gives senior management, portfolio managers, and investors a frame for the forces reshaping investing, and for the roles of humans and AI in the investment process.
Ross was formerly Global Director, Capital Markets at Thomson Financial and worked in international financial markets for Merrill Lynch. He works with leading financial institutions on the future of their industry, including wholesale and retail asset management from portfolio manager, distribution, and investor perspectives.
Keynote overview
- Positive feedback loops. How these loops amplify the impact of technological change and add uncertainty to long-term investment decisions.
- Shifting social expectations. Rising expectations, polarization of wealth and values, and what they mean for investment institutions.
- Network-economy business models. How platform and network dynamics are changing where value is created.
- AI over shorter timeframes. Where AI is already transforming investment management, and where human judgment still leads.
- Cognitive augmentation and collective intelligence. How these are changing the human role in investment decisions.
- Staying ahead. Why institutions that evolve their processes, and the assumptions built into them, keep their edge.
Who it is for
Senior management, institutional sales teams, portfolio managers and analysts, and chief investment officers. Content is tailored to each audience.
Recent keynotes
- Humans + AI: Creating the Organisation of the Future, SimCorp
- The Future of Deploying Capital, McGrathNicol
- Creating the Future of Stockbroking and Investment Advice, Stockbrokers and Investment Advisers Association
- Investing for the Future, Centre for Institutional Investment Chief Investment Officer Summit
Related keynotes
Financial services · Financial advice
Tailored to your audience
Every keynote is tailored to the client, audience, and event. Ross has delivered keynotes and strategy sessions in 35 countries.
