AI Driven Planning for Asset Managers

About the Event

Asset managers are operating in an environment where margins are under pressure, structures are increasingly complex, and finance teams are expected to respond faster to market shifts.

• Scenario modelling, profitability analysis and cost allocation can no longer be static exercises.
• Planning needs to be intentional, connected and decision-focused.

This in-person breakfast brings together a small group of CFOs, Heads of Finance and FP&A leaders to discuss:

• How planning is evolving in asset management
• How leading finance teams are already putting AI to work in practical, measurable ways

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The session will combine perspective, live demonstration and open discussion.