/ About this event
What would an investment firm look like if it were designed around AI from day one?
Not a traditional fund with copilots added to existing workflows—but an investment organization where research, data, portfolio construction, trading, risk and operations are designed from the ground up for humans and intelligent agents working together.
This invite-only operator roundtable brings together fund founders, CIOs, PMs, COOs, CTOs and quantitative investment professionals to explore what the AI-native investment manager will actually require.
We’ll discuss:
Where agents can meaningfully change the investment process today
Which workflows should remain human-controlled
What firms should build internally versus buy
How research, portfolio management and operations change when intelligence becomes abundant
Governance, permissions and auditability for agent-driven workflows
The infrastructure required to operate an AI-native investment firm
This is not another broad “AI in finance” panel. The session is designed as a working discussion for practitioners building, operating or transforming investment organizations.
Attendance will be limited to approximately 20 participants.
Hosted by Podium during SF Tech Week.
This event is a part of #SFTechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.
