EVALUATING AI IN FUND OPERATIONS: A Guide for Fund Managers
Join us for an insightful discussion on how fund managers can effectively evaluate AI solutions when selecting a Fund Administrator.
Our expert panel brings together perspectives from fund oversight, industry association leadership, and hands-on experience to provide practical guidance on AI adoption. The session will cover everything from investment decision-making and risk management to evaluating fund administrators and implementing AI strategies.
MODERATOR: Judith Peterson, CMO, DwellFi
FEATURED INDUSTRY EXPERTS:
Mark Garbin, Lead Independent Director for a Carlyle private credit fund and seasoned venture capital investor
In this engaging session, you’ll discover:
Hosted by DwellFi, this session promises to unravel the complexities of Enterprise AI for Fund Managers, offering a roadmap to efficiency, scalability, and enhanced oversight.
The current landscape of AI in fund operations and its transformative potential.
Key applications of AI in fund administration, including streamlining reconciliation processes, enhancing compliance, and optimizing risk management.
Essential evaluation criteria for fund managers when assessing AI-enabled administrators.
Challenges, considerations, and best practices for successful AI adoption in the financial sector.
Why Watch?
Whether you're just beginning to explore AI or looking to optimize your existing AI infrastructure, you'll walk away with actionable insights to guide your journey. Learn from real-world examples, understand key challenges specific to private and regulated funds, and get ahead of emerging trends in this rapidly evolving space. is a pre-recorded session, available for viewing at your convenience. Don't miss the opportunity to gain valuable insights from industry leaders at the forefront of AI integration in fund operations.