Kudu Partners Annual Technology Conference

You are cordially invited to the 2nd annual Kudu Partners Technology Conference.

On Wednesday, September 17th, 2025, Kudu will host a daylong conference in New York covering the topic of Artificial Intelligence in Asset Management and Wealth Management.

There is no fee to attend, and afterwards, we will have dinner and drinks in the Empire Suite at Citi Field and also enjoy the NY Mets vs. the San Diego Padres baseball game beginning at 7pm.

Please see the preliminary agenda below. We very much hope that you can join us!

-The Kudu Team

Kudu Partners Annual Technology Conference

Can AI to Take Your Franchise to The Next Level?

New York City – September 17, 2025

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-Preliminary Topics/Agenda-

 

Fireside Chat: Overcoming the  Cultural Challenges of Becoming an AI-centric Manager

  • The difference between a traditional organization and an AI organization
  • Investment managers particularly tradition-bound: what specific issues will you run into here

AI Governance Structures – What’s Working, What’s Not

  • What are the gating issues managers face around AI governance
  • What are the bare minimum issues to attack
  • What are the emerging structures firms are using to deal with this
  • What is an AI governance council

AI and the Investment Process

  • What is the data environment a firm has to build to be AI-centric
  • What basic tools must employees be conversant in
  • What tools are making inroads
  • Where can I amplify the investment process
  • How will AI fundamentally change the investment process
  • Applications to alternatives

AI and Distribution: Exploiting Efficiencies Now 

  • Where is it being applied in distribution now
  • How do you optimize your firm for a distribution platform that is using AI
  • What are the possibilities/limitations

Benefits of an Embedded AI Experience Within Your Operational Infrastructure

  • How to find an entry point into topic
  • Use cases
  • The emerging role of AI agents

The Unique Challenges AI Brings to Compliance & Security

  • Security issues in cloud AI engines
  • Segmentation of data; exposure of confidential data to AI engines
  • New avenues of cyber attack
  • AI upsetting current compliance regimes

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