Panel Recording: How AI Is Reshaping Investment Workflows

AI is no longer experimental—it’s a competitive differentiator.

In this panel, leaders from Omega Point, Pebble, and Noonum shared perspectives on AI adoption across investment research, portfolio construction, and compliance. The conversation highlighted how firms can structure data, select models, and build resilient AI strategies that evolve with the market.

Highlights from the discussion included:

• How firms are integrating AI into research, portfolio construction, and compliance
• Why model-agnostic approaches help future-proof AI strategies
• The critical role of structured, high-quality data in driving results