CFO Roundtable: Smarter Planning in the Age of AI

About the Event

Join us for an exclusive breakfast event for Finance leaders in Investment Management hosted by Alpha and Pigment in London!

This executive roundtable breakfast will explore how CFOs and finance leadership at investment managers can leverage AI, advanced analytics, and integrated planning to drive profitability, optimise resource allocation, and stay ahead of evolving client, regulatory, and market demands.

Key Themes:

• AI-Driven Planning: From descriptive to prescriptive—how modern CFOs are using AI for real-time scenario planning, predictive forecasting, and investment prioritisation.
• Cost Allocation in Complex Structures: Best practices for tracing profitability across front/middle/back-office, product lines, and service segments.
• Navigating Margin Compression: Using data to uncover hidden costs, improve efficiency, and protect margins in a fee-sensitive market.
• Scaling with Precision: Identifying the true levers of profitable growth—when to double down, where to rein in, and how to unlock operating leverage across desks, channels, and geographies.
• Data Quality Excellence: Building AI-ready data foundations for accurate, informed outputs.

‍