The Future of AI-Powered Investment Management

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About This Episode

Artificial Intelligence has been a category-killer among investment themes in the past year.

Its impact on the wealth management profession has been profound, from gravity-defying value creation on the stock market to optimizing the day-to-day operations of an advisory practice.

Every participant in financial services, in companies large or small, needs to embrace and integrate this powerful technology into its future, or risk falling behind.

My guest today, Valery Talma, will share his perspective on the state of the art in AI investment management and how advisors can serve their clients better with AI-powered strategies.

About Our Guest

As the president and chief revenue officer at QueensField AI Technologies, Valery’s mission is to empower investors with cutting-edge tools and insights that enhance their performance and decision-making.

Valery leads the development, marketing, and sales of highly sophisticated artificial intelligence and quantitative investment products and services to RIAs, asset managers, TAMPs, and investment banks.

Valery has over 30 years of experience in the financial industry, with a proven track record of developing and implementing innovative and complex solutions and building C-level relationships across diverse markets and sectors.

He has contributed to the MIT Sloan School edX course on AI and quant finance and has completed several courses on computer sciences and AI from Stanford University.

During his career in international investment banking and capital markets, Valery executed over $70 billion worth of transactions in venture capital, private equity, mergers and acquisitions, equity and debt capital markets, and specialized financing, working with government, corporate, and private clients in over 20 countries.

Valery is a former French Navy officer and a veteran of the NATO campaign to liberate Kuwait. 

Show Notes

Here is a link for more information about Val and QueensField:

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