How AI Is Reshaping Investment Workflows Panel Discussion

AI is no longer a future concept—it’s an active force transforming how investment teams operate.

From summarizing research to driving real-time decisions, artificial intelligence is reshaping workflows across the front office. In this live panel, leaders from Omega Point, Noonum, and Pebble Finance will explore how investment firms are adopting AI to enhance research, accelerate insights, and build differentiated strategies.

We'll dive into real-world applications of AI in data sourcing, thematic intelligence, and signal generation—alongside the architectural, compliance, and data readiness considerations that are critical to success. The session will also introduce Omega Point’s four-phase AI adoption framework, designed to help investors understand how AI will play out across investment intelligence platforms in the coming years.

Whether you’re deploying AI tools today or preparing for what’s next, this panel will offer practical perspectives and strategic guidance for navigating the AI era in investment management.