Applied AI strategies for private markets: Boston happy hour

Boston Happy Hour & Networking Event

Thinking about how to bring AI into your firm?

We're bringing together top investment operations executives for an engaging panel discussion followed by networking, drinks, and hors d'oeuvres.

Hear from Laura Jesson, Research Analyst at Cutter Associates; Usha Veerabhadraiah, VP, Information Technology at HarbourVest Partners; and Brian Wheeler, Senior Director at Liberty Mutual Investments, as they share their experiences navigating applying AI within their firms’ strategies.

Where do they see opportunities to create a competitive edge using AI, or ways to improve moral and employee retention? How are they measuring the success of these new technologies? Register to hear their perspectives and meet other Boston investment ops leaders.

Date: Wednesday, September 18, 2024

Time: 5:45pm to 8pm ET

Location: Downtown Boston (details will be emailed)

**Space is limited, so please register your interest and we will contact you with more event details.

Laura Jesson
Research Analyst at Cutter Associates
Laura Jesson has more than 25 years of experience in the financial services industry as a project manager, business analyst, and consultant. She joined Cutter Associates in 2013. Prior to Cutter, Laura spent eight years at Wells Capital Management and Evergreen Investments, where she managed investment operations projects, including those focused on outsourcing, client reporting, and trade management. She previously worked at Omgeo as a member of the Central Trade Manager (CTM) product design team. Laura started her career at Andersen Consulting (now Accenture) as a process consultant supporting a variety of projects for clients in the financial services industry.

Usha Veerabhadraiah
VP, Information Technology at HarbourVest Partners
Usha Veerabhadraiah joined HarbourVest 2016 and is a leader of the Firm’s global information technology team. She is focused in delivering enterprise-wide process automations, tapping into a portfolio of technology solutions, to empower business teams to provide innovative customer experience. Usha joined the Firm with independent consulting expertise on BPM, CRM, Architecture & Integrations and CoE strategy, serving Healthcare and Financial Services Clients. Prior to that, over the past 20+ years, she has held technology leadership roles at Pegasystems, CVS Health, Sapient and CA Technologies.

Brian Wheeler
Senior Director at Liberty Mutual Investments
Brian Wheeler joined Liberty Mutual Investments (LMI) in 2019 and is currently Senior Director, Head of Data Analytics & Strategy. Previously, Brian served as LMI’s Head of Product and Director of Private Investments Technology, leading the technology team for LMI’s Global Private Investments group. Before joining Liberty Mutual, Brian held senior roles at Wellington Management and Fidelity Investments with a focus on front-office technology in the public market space.

Harald Collet
Co-founder and CEO of Alkymi
Harald Collet is the CEO/Co-founder of Alkymi, the AI-powered end-to-end solution for managing your investment document processing. Financial services companies rely on Alkymi to transform high-value data workflows in private equity, wealth and asset management, and financial data operations. Prior to Alkymi, Harald has built businesses and products at Bloomberg, Autonomy, and Oracle. He’s a First Lieutenant in the Danish Army and has a B.A. from Yale University.