Following the Fund Leaders Boston Summit, the FI Chicago Summit brought together key industry professionals from operations, technology, compliance and board-level executives to explore and debate the latest topics in the mutual fund space.
The FI Fund Leaders Summit Chicagowas the second in the Fund Intelligence roadshow series following the Boston Summit in September. We welcomed key executives from throughout the mutual fund space to discuss and explore areas of overlap such as regulatory oversight, technology, cybersecurity, transforming operational infrastructure and optimizing your due diligence process.
Key agenda topics included:
Cost management and team building: Futureproofing your fund’s structure
SEC priorities: The shift from “broken windows” to investor protection
The digitalization of the asset management space: From AI to Big Data and crypto funds
Battling the industry’s diversity crisis from board level down
The Chartered Alternative Investment Analyst (CAIA) Association is the world leader in alternative investment education. The CAIA Association is known for the CAIA Charter. Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of 9,000 AI leaders. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®. For more information, please visit CAIA.org.