A Joint Event With The CAIA PA Chapter
According to asset management firm Mercer, “Questions about the effects of AI are fundamental to the future of the investment management industry, a critical determinant of capital allocations − and investment performance and alpha generation − globally. Yet, the magnitude of “unknowns” surrounding AI and its potential impact on investment decision-making − from stock selection and asset allocation to the modeling of risk and return − may leave investors, portfolio managers and executive teams unsure of what questions to ask.”
Join us at Hotel West and Main in downtown Conshohocken as we gather subject matter experts working with AI in the investment management industry to discuss the possibilities and challenges of this fast-changing technology.
Keynote Speaker:
Greg Matusky, Founder and CEO
Gregory FCA
Greg Matusky is a passionate student of human communications and how it powers our culture, economy, and future. As CEO of Gregory FCA, one of the top public relations firms in America, he has helped develop the communication skills of hundreds of professionals, providing them with insights from more than 40 years of experience in storytelling, from his beginnings as a magazine article writer to his present role as head of Gregory FCA.
A student of Gladwell, Pinker, and Chomsky, he is not afraid to delve into the rabbit holes of linguistics and cognition to uncover the process of human communications and share his discoveries. Greg has developed a deep expertise in artificial intelligence and an understanding of how it is transforming the financial services industry.
Greg oversaw the development of one of the first generative AI tools for public relations professionals, Gladwrite, which his team created before OpenAI introduced ChatGPT in November 2022. In early 2023, the team at Gregory FCA launched WriteRelease, a free AI press release creation tool customized to produce more than 70 news release types. Matusky’s fascination with AI is driven by a deep desire to allow others to do it digitally in seconds, which took him years to master.
Fentress Boyse, Investment Lead Direct Infrastructure
Partners Group
Fentress Boyse is part of the Private Infrastructure Americas business unit, based in New York. He has been with Partners Group since 2014. Prior to joining Partners Group, he worked at Citigroup. He holds a master’s degree in energy studies and international finance from The Johns Hopkins University’s Paul H. Nitze School of Advanced International Studies (SAIS), Washington D.C.
Frank Downing, Director of Research, Next Generation Internet
ARK Invest
Frank joined ARK in April 2021. As Director of Research, Frank guides the research of the Next Generation Internet team. ARK’s Directors of Research recognize that disruptive innovation demands a dynamic and universal approach. By researching across sectors, industries, and markets, ARK seeks to gain a deeper understanding of the convergence among and market potential of disruptive innovations, thus sizing investment opportunities more appropriately. Frank joined ARK as an Analyst for the Next Generation Internet strategy and will continue with many of these responsibilities, focusing on cloud computing and crypto assets.
Tyler Griffin, Managing Partner
Restive Ventures
Tyler Griffin has spent the last 12 years thinking about how to make money work better. He co-founded Prism Money, a consumer-focused bill payment product that allowed for instant and free payments to over 15,000 banks and billers. Now owned by BillGo, Prism is America’s largest real-time payment network. Following Prism's sale, Tyler became entrepreneur-in-residence for the Financial Solutions Lab, a partnership between JPMorgan Chase and CFSI. In this role, he mentored sixteen companies focused on fintech solutions to improve financial health.
A complete agenda will be available soon.
Sponsorships are available for this event. Contact Rachel Horvath, CFAP’s Marketing Manager at [email protected] for more information.
We will host a cocktail reception with lite bites and refreshments at the hotel immediately following the presentations.
Registration:
CAIA and CFAP Members: $25.00
Non-Members: $75.00
Register here