Vendor View: Empowering Investment Research With AI and Modern Technology
Jul 12 Wed · 2023 10:30am - 11:30am EDT


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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




Gina McCafferty

Principal – Head of Research

Stacia Graham

Managing Director and Asset Management Lead

Katya Taycher

Senior Vice President – Product and Operations, Verity

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.