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Luncheon

Global trends in AI and investment data management to power efficiency and reduce risk

Join us for an exclusive discussion in Central London on global data, AI and technology trends impacting the investment management industry, with real-world case studies. 

Register now
Investment Data Management

Is your fund's operational backbone ready for the future?

Data challenges are mounting for investment management organisations. The reliance on spreadsheets for critical business processes and lagging data governance are global trends creating real risks – reputational damage and regulatory scrutiny are on the rise. The smart money is on boosting data management maturity, strengthening governance, and driving operational efficiency while slashing risk. 

AlphaCert, specialists in investment data & tech (powering firms managing £1 billion to £300 billion+), has teamed up with hyper-growth FinTech atomic.io to bring you the inside track on global data, technology, and communication trends and the increasing use of AI shaping the global investment management industry. 

Your investment data security dashboard

Does your investment data security meet CPS 230 standards?

See if your business will meet the expectations of the upcoming CPS 230 Operational Risk Management standard. Complete your complimentary CIS Critical Security Controls assessment tailored for investment data and operations. Find out more. 

Start your assessment

Join the conversation

We will showcase real-world case studies demonstrating how a range of investment firms, from major institutional players to agile boutique fund managers, are using modern data management to optimise operating models & overcome today's challenges. 

Join us to unpack: 

  • The AI Revolution: Discover emerging applications of Artificial Intelligence in investment management and client communication. 
  • Slaying the Spreadsheet Dragon: Learn actionable strategies to remove the pervasive risks of spreadsheet dependency. 
  • Your Data Fortress: The pivotal role of a Trusted Source of Truth, supported by reconciliation and verification tools, in mitigating risk and maximising operational efficiency. 
  • Global Oversight Best Practices: Understand evolving trends in operational oversight, including Unit Price & NAV validation. 
  • Building Bulletproof Trust: See how cutting-edge communication technology from Atomic.io is forging stronger customer relationships. 

Register now, limited seats available. 

Where: New Zealand High Commission, Kinnaird House, 1 Pall Mall, London 

When: Tuesday, 17th June 2025, 12 PM - 2 PM (Lunch will be provided) 

Speakers

Experts from AlphaCert and Atomic will share practical insights on data management and operational transformation in investment management. Our speakers bring deep expertise from both investment operations and technology innovation, presenting real-world case studies demonstrating how firms reduce risk and improve efficiency.

Phil Pietersen
Phil Pietersen

CEO and Co-founder, AlphaCert

Lauren Mellish
Lauren Mellish

Head of Operations, Atomic.io

Ready to drive better fund outcomes?