June 11, 2024 | Atlanta, GA
The Future Investor: Garnering the Power of AI
In an era increasingly dominated by artificial intelligence, data, and advanced analytics, having a better understanding of how advanced technologies are being utilized is paramount. Successful businesses will be those equipped with the acumen to derive meaningful insights from leveraging data. The result being a more productive company, better quality products and services, and delighted customers. For today’s fastest growing companies, AI is shaping behaviors and empowering industry leaders to make strategic decisions, optimize operations, and in turn, unlock shareholder value. For seasoned investors, the indispensable nature of AI is clear, and they are looking for companies that are able to fully garner its power to create a competitive advantage. However, when it comes to the importance of investment decisions and truly understanding risk profiles, we still see human touch playing an important role. What’s the right mix of human and machine? How do we navigate the fine line between algorithms and analytics and human intelligence and insight? And where should the responsibility lie in the collaborative dance between these two to ensure ethical and transparent decision-making? Together, we will explore how AI can help innovative companies pull ahead to learn what investors should be looking for as they make investment decisions. We will also learn how to chart a course for a future where harnessing and proficiently utilizing data plays a pivotal role in decision-making.
June 11 - Tuesday
Registration & Networking
Program
4:30 PM EDT – Welcome Remarks
- Lisa Mateo, Business Correspondent, Bloomberg
4:35 PM EDT – Delivering Enhanced Value to Customers
The implementation of AI in business operations is a game changer. AI is empowering companies to provide levels of personalized, efficient service previously unimaginable. It has the power to identify solutions to precisely fit the customer and unlock productivity all along the value chain. But no technology is a replacement for human interaction. Technology is a tool, directed by humans. These panelists will share how they have implemented AI in their business operations and how business transformations have enhanced the customer experience and delivered value.
- Jason Maynard, Chief Technology Officer, Zendesk
- Ramon Soto, Senior Vice President & Chief Marketing and Communications Officer, Northwell Health
- Moderator: Lisa Mateo, Business Correspondent, Bloomberg
4:55 PM EDT – Invesco QQQ Sponsor Spotlight: Rethinking Innovation
- Ryan Maglio, ETF Specialist, Invesco
- Moderator: Michelle Lynn, Global Head of Data, Insights & Planning, Bloomberg
5:00 PM EDT – Digital Transformation Strategies: Building a Foundation of Success
As Chief Information Officer, Technology Platforms, Matt Lyteson leads the transformation to AI-enabled experiences that enable employee and developer productivity. A known IT transformation expert, Matt will share his experience as an architect and in implementing IT strategies that deliver competitive advantage.
- Matt Lyteson, Chief Information Officer, Technology Platforms, IBM
- Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence
5:20 PM EDT – AI and Data Analytics: The Path to Unleashing Hidden Insights
As AI has exploded exponentially in all facets of our lives, its role in the aggregation of data is fast becoming clear. What is less so, perhaps, is how it can uncover hidden insights and drive informed decision-making in our financial lives. Join us as we discuss real-world applications of AI and data analytics, explore the challenges and opportunities it presents, and share strategies for leveraging the technology effectively.
- Wendy Cai-Lee, Founder & CEO, Piermont Bank
- Manav Misra, Executive Vice President & Chief Data and Analytics Officer, Regions Bank
- Moderator: Diksha Gera, Senior Analyst, Global Fintech & Payments, Bloomberg Intelligence
5:40 PM EDT – Case Studies: AI Throughout the Enterprise – Real World Examples
While there has been a lot of talk recently about the potential of AI to streamline operations, create efficiencies and delight customers, much of the discussion is still theoretical. Honeywell, Kimberly-Clark and UPS have legacies of being frontrunners in leveraging advanced technologies. These panelists will share how their organizations have applied AI, the implementation process, and what the results have been.
- Ankita Agarwal, Global Director, Commercial Transformation & Analytics, Kimberly-Clark
- Kevin Dehoff, Chief Strategy Officer, Honeywell and President & CEO, Honeywell Connected Enterprise
- Mallory Freeman, Vice President, Enterprise Data & Analytics, UPS
- Moderator: Brett Pulley, Atlanta Bureau Chief, Bloomberg
6:05 PM EDT – Closing Remarks
Networking Reception
Speakers
Ankita Agarwal
Global Director, Commercial Transformation & Analytics Kimberly-Clark
Wendy Cai-Lee
Founder & CEO Piermont Bank
Kevin Dehoff
Chief Strategy Officer, Honeywell and President & CEO Honeywell Connected Enterprise
Mallory Freeman
Lead Data Scientist, Advanced Technology Group UPS
Diksha Gera
Senior Analyst, Global Fintech & Payments Bloomberg Intelligence
Michelle Lynn
Global Head of Data, Insights & Planning Bloomberg
Matt Lyteson
Chief Information Officer, Technology Platforms IBM
Ryan Maglio
ETF Specialist Invesco
Lisa Mateo
Business Correspondent Bloomberg
Jason Maynard
Chief Technology Officer Zendesk
Laura Miller
Chief Information Officer Macy's, Inc.
Manav Misra
Executive Vice President & Chief Data and Analytics Officer Regions Bank
Brett A. Pulley
Atlanta Bureau Chief Bloomberg
Ramon Soto
Senior Vice President & Chief Marketing and Communications Officer Northwell HealthSponsor
From tech innovators like Apple and Google to lesser-known biotech and media names, Invesco QQQ ETF provides access to Nasdaq-100 companies changing the world – all in one ETF. Invesco QQQ is committed to innovation and offering investors access to fast-growing sectors. Rethink what’s possible with Invesco QQQ ETF. To learn more about QQQ and the risks involved in investing in ETFs, including possible loss of money, visit our website. Holdings are subject to change and are not buy/sell recommendations. Invesco Distributors, Inc.