Michael Partnow, a seasoned veteran of the financial services industry, has partnered with Digital Wealth News (DWN) to announce the inaugural Big Sky | AI Roundtable, taking place on October 23-24 at the historic Baxter Hotel in Bozeman, Montana. This invitation-only event aims to explore the intersection of artificial intelligence and the financial services sector.
The conference will kick off with a cocktail party and a fireside chat featuring Partnow and Lori Hardwick, Senior Strategic Advisor at Genstar Capital, who holds multiple board positions, including chair of Vestwell and Docupace.
On the following morning, co-host Cindy Taylor, Co-Founder and Publisher of DWN/AI&Finance, will introduce an innovative AI visual presentation. This will be followed by a session led by Julie O’Brien and Steve Fogle, Co-Founders of Hive Science, focusing on the integration of AI, machine learning, and behavioral intelligence to enhance consumer experiences. A unique panel featuring college and high school students will share their insights on emerging technologies.
Partnow emphasized the urgency for the financial services sector, particularly wealth management, to engage with the AI revolution, stating the event’s goal is to foster dialogue on collaboration between technology providers and financial firms to develop future solutions.
The roundtable will conclude with a reception honoring Girls Who Code, featuring a significant donation from participating sponsors and attendees.
Throughout the event, experts from sponsors including JIFFY.ai, Axos Clearing, Fidelity Labs, and GreenLine Consultants will deliver keynote presentations focused on specific applications of AI within the financial sector. Four white papers summarizing these discussions will be available to attendees shortly after the conference.
Cindy Taylor highlighted that these resources aim to equip firms with the necessary insights to leverage AI technologies effectively in their practices. Additional sponsorship support comes from Envestnet, Orion, Docupace, and TIFIN AG. The organizing team plans to hold semi-annual AI Roundtable events, with the next one tentatively scheduled for Spring 2025 on the East Coast. For more information,visit https://dwealth.news/