18 March | Breakfast Event

AI in Action

The Ivy, Tower Bridge, London

Join us for an exclusive, catered breakfast event to see live demonstrations of how AI is reshaping portfolio analytics, oversight, and decision-making across investment management — in a world of accelerating market and geopolitical change.

How confidently can your team act on data when markets move fast?

The investment landscape is shifting from static reporting to dynamic, MCP-driven workflows. As portfolios become more complex and markets move faster, leaders across investment, operations, data, technology, and compliance teams are looking for practical, scalable ways to deploy AI that deliver immediate value.

AlphaCert is bringing together a select group of investment management leaders for a hosted breakfast event focused on what’s working in practice — and what it really takes to move AI from experimentation into production. Whether your focus is on operational efficiency, investment decision-making, or compliance, this interactive session offers a practical view of what AI can deliver today, with clear guidance on readiness and how to generate value quickly.

Through live demonstrations and real-world examples, we’ll show how AI can transform portfolio look-throughs and analytics, turning raw data into decision-ready insights in seconds, while maintaining the governance, auditability, and trust required in regulated environments.

There will be opportunities to speak with subject matter experts, learn from your peers, and see hands-on real examples of AI tools being deployed using validated data inputs.

Secure your seat

What you will gain: Through live demonstrations and expert-led interactive discussion, you will explore:

Portfolio analytics in seconds: See how AI-powered tools deliver immediate, decision-ready insights, enabling rapid look-throughs across holdings, exposures, and risk factors as market and geopolitical conditions change.
Automated oversight & compliance: Discover how to utilise MCP Servers and easy to configure, rule-based workflows to automate regulatory checks.
Trusted foundations: AI is only as good as the data behind it. Understand what “trusted” investment data means in practice, and why audit trails are critical - not just to explain what an AI output is, but how it was generated.
Practical steps forward: Learn from early implementations, addressing key concerns when taking AI into production, and identify first use cases that deliver value quickly while building for future scale.

Where: The Ivy, The Tower Bridge Room, One Tower Bridge, Tower Bridge Rd, London SE1 2AA, United Kingdom

When: Wednesday, 18th March 2026

Time:
8.15am: Registrations open
8.30am - 10am: Presentations, demonstrations, interactive discussions and Q&As

Breakfast provided

The event is free to attend. Spaces are strictly limited to ensure quality discussion. Registration closes when capacity is reached.

Speakers

Experts from AlphaCert and ClearPoint will share practical insight into applying agentic AI across investment management, drawing on hands-on experience in portfolio analytics, data foundations, and regulatory oversight. Speakers bring deep expertise across investment operations and technology, with real-world examples showing how firms accelerate insight, strengthen controls, and deliver measurable value.

Phil Pietersen

CEO and Co-founder, AlphaCert

Mike Gatman

Executive Digital Advisor, ClearPoint

Enabling Trusted AI in Investment Management

Artificial intelligence offers significant potential for investment management, but real value comes from trusted data, strong governance, and practical integration — not experimentation alone. Many firms struggle to move beyond proofs of concept due to fragmented data, unclear ownership, and concerns around control, auditability, and risk.

AlphaCert helps investment management organisations unlock the value of AI by strengthening the investment data foundations that power analytics, oversight, and decision-making. Our approach focuses on enabling decision-ready insight, supporting regulatory confidence, and embedding AI in a way that is transparent, explainable, and fit for purpose.

Drawing on deep experience across investment operations, data management, and technology, AlphaCert works with firms to move from fragmented reporting to scalable, governed analytics and agentic workflows — delivering value quickly while building for long-term resilience and change.