MFA Ops: Data, Tech & AI 2025 - Agenda
October 29, 2025
Conference
New York, NY
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10:00 am - 10:45 am
Arrivals, Registration and Networking
10:45 am - 10:50 am
Opening Remarks
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10:50 am - 11:10 am
Keynote Interview I The current state of foundational AI models—and what’s next for the alternatives industry
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11:10 am - 11:55 am
Panel | AI in practice: Where it delivers—and where it doesn't
In this session, we’ll welcome a group of fund managers to present real-world AI use cases they’ve successfully implemented to enhance workflow efficiency and improve investment processes.
Following the individual showcases, the group will discuss:
- What other AI applications have been tested, and where are we seeing the most meaningful impact? Are funds beginning to see a clear ROI?
- Are we beginning to understand the boundaries of where AI delivers value?
- Can AI help resolve persistent operational inefficiencies like reconciliation, onboarding, IT and KYC?
- What experiments have you conducted or observed involving Agentic AI?
- AI investment benchmarks and vendors: Are firms allocating enough resources to AI innovation, and which vendors or solutions have proven most effective?
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11:55 am - 12:25 pm
Panel | How technology and data teams are supporting traders and portfolio managers
- What productivity tools have delivered the most value to traders and portfolio managers?
- How are AI-powered tools for signal extraction, predictive modeling, and portfolio construction evolving in practice?
- What are the most compelling use cases of AI in discretionary strategies—such as signal generation, portfolio optimization, and scenario analysis?
- What can discretionary managers learn from their quant counterparts who have long used AI-adjacent tools to drive decision-making?
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12:25 pm - 12:55 pm
Panel | The cyber arms race: How AI is reshaping cyber offense, defense, and governance
- How is AI transforming the threat landscape—and driving new regulatory expectations?
- What emerging social engineering tactics should alternative investment firms be aware of?
- What types of cybersecurity training have proven most effective across roles and departments?
- What does an AI-aware InfoSec policy entail, and what layered protections are funds putting in place?
- How prepared are you for a cyber incident? What response protocols have proven effective in practice?
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12:55 pm - 2:00 pm
Networking & Lunch
2:00 pm - 2:35 pm
Breakout Sessions:
Select one
Private Credit
1) New frontiers in private credit operations: Tokenization, retail access and evolving fund structures
- What updates are needed in investor relations (IR) systems to support a higher volume of smaller, retail investors?
- As investor volume grows, how can firms maintain the “white glove” service that investors expect?
- What technologies and systems can improve efficiency and enable smarter management of diverse investor base?
- Tokenized private credit: What challenges does it address, what’s driving its adoption, and how does it actually work?
- How are systems evolving to support Asset-Backed Securities (ABS) and the growing variety of fund structures in the private credit space?
1) New frontiers in private credit operations: Tokenization, retail access and evolving fund structures
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Infrastructure
2) Optimizing data storage and infrastructure to accommodate increasing AI adoption
- As cloud adoption matures, how can firms gain clearer visibility into usage and optimize costs?
- What are the most effective data warehousing strategies, especially with hybrid in-house and cloud-based models?
- How are firms scaling cloud infrastructure to support growing data needs, advanced analytics, and AI—while managing costs?
- As AI demands scalable infrastructure, how are firms mitigating associated security and compliance risks?
2) Optimizing data storage and infrastructure to accommodate increasing AI adoption
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2:35 pm - 3:10 pm
Breakout Sessions
Select one
Workforce Transformation
1) Workforce transformation: Evolving roles, skills, training and recruitment
- How is AI transforming recruitment strategies across tech and non-tech teams?
- How are firms managing onboarding and adoption given varying levels of AI familiarity across teams?
- Which candidates do firms need to attract to unlock AI’s full potential, and what are effective practices for upskilling existing talent?
- How is AI adoption reshaping onshore vs. offshore staffing strategies?
- How should firms manage early-career professionals in this rapidly evolving landscape?
1) Workforce transformation: Evolving roles, skills, training and recruitment
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Data Strategy
2) Data strategy for the future: From acquisition to AI integration
- How are funds developing scalable, long-term data strategies to support AI-driven workflows?
- How are funds building data pipelines that meet the demands of “data-hungry” AI systems?
- Alternative data strategy: What new data sets are emerging or gaining traction with the rise of AI?
- What are best practices for managing client-owned vs. vendor-provided data, and ensuring clear ownership and transparency?
- How do funds evaluate and integrate proprietary, alternative, and third-party datasets into investment and risk processes?
2) Data strategy for the future: From acquisition to AI integration
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3:10 pm - 3:35 pm
Networking Break
3:35 pm - 4:05 pm
Big leagues: Inside the tech strategy of the world’s largest fund managers
Join senior technology leaders from some of the largest firms in the alternative investment industry for an inside look at how they manage data, infrastructure, and security at scale. This session will explore the challenges of supporting diverse strategies, investment vehicles, and global markets—while continuously driving innovation and staying ahead of emerging technologies.Speakers
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4:05 pm - 4:35 pm
Panel I How tech, compliance and business leaders are shaping AI governance in alternative investment industry
- What are the key elements of a strong AI governance framework, and how has it evolved with increasingly sophisticated tools and models?
- How are firms monitoring compliance with AI policies while addressing ethical, security, and regulatory considerations?
- Who is responsible for tracking AI advancements and adoption within the firm—and how is that ownership defined?
- What is the role of AI committees, and how are they adapting to the accelerating pace of innovation and investor expectations?
- How are firms balancing the need for strong governance with competitiveness, particularly as reliance on third-party service providers grows?
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