Jul 12 Wed · 2023

10:30am - 11:30amEDT
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Event Summary

Does your firm still manage its investment research process in shared drives, email folders, and proprietary systems that lead to wasted time, less collaboration, and untimely distribution of internal research content? Today's modern research management systems (RMS) offer solutions that create and curate research content in a central, organized way to efficiently share, collaborate, and drive actionable insights. In this panel discussion with Verity, we examine the benefits of modern RMS to optimize investment management research processes and explore how AI technologies can be used safely to empower research analysts to drive better investment decision-making.

Sponsored by Verity

Verity
 

Speakers

Cutter
Gina McCafferty

Gina McCafferty

Principal – Head of Research
Stacia Graham

Stacia Graham

Managing Director and Asset Management Lead
Guests
Katya Taycher

Katya Taycher

Senior Vice President – Product and Operations, Verity
CJ Jaskoll

CJ Jaskoll

Head of Investment & Data Technology, Neuberger Berman

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.

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