What does a strong data & AI strategy look like for hedge funds and asset managers in 2026?

Breakfast Briefing

Wednesday, 25 March | 08:00–10:00 | The Biltmore Mayfair, London

Artificial intelligence is accelerating across financial services — but for hedge funds and asset managers, the real question is no longer whether to engage with AI.

It’s how to build a resilient data foundation that turns AI into practical advantage rather than operational risk.

Join a small group of senior buy-side leaders for a closed-door breakfast discussion exploring what an AI-ready data strategy looks like in 2026 — and what firms should be prioritising now.

This is a moderated, peer-level discussion designed to exchange perspectives, challenge assumptions, and share practical experience.

What We’ll Cover

• What a strong data & AI strategy looks like in practice — and where firms typically struggle
• Benefits vs pitfalls: cost, governance, trust, and implementation risk
• How the data and AI conversation has evolved over the last three years
• Do AI workflows reduce the need for platforms — or increase the importance of trusted data backbones?
• How reporting, analytics, and portfolio decisioning are evolving in an AI-driven environment
• What investment technology strategy might look like three years from now

Confirmed Speakers

• Kaylash Patel – Global Product Director – Prism
• Rinesh Patel, Head of Financial Services GTM at Snowflake
• Bhadresh Patel, Deputy Chief Operating Officer at Broad Reach Investment Management
• Host: Stephen Roberts – Vice President, Sales

Additional guest participants from the broader investment ecosystem may join (TBC).

Who Should Attend

This roundtable is designed for:

• Chief Operating Officers (COO)
• Chief Technology Officers (CTO)
• Chief Investment Officers (CIO)
• Heads of Investment Operations, Technology, Data, Reporting or Risk

Attendance is limited to approximately 40 participants to ensure a high-quality, interactive discussion.

Event Details

Date: Wednesday, 25 March

Time:

08:00 – Arrival, coffee & networking

08:30 – Moderated discussion

09:30 – Audience Q&A

09:45 – Informal networking

10:00 – Close

Venue/Location: The Biltmore Mayfair

• Address: 44 Grosvenor Square, Mayfair, London, W1K 2HP, with our session taking place in the Manhattan Suite on the Ground Floor.
• Transport: The hotel is easily accessible via London Underground: Green Park,
  Marble Arch, or Bond Street stations.
• Bond Street is the nearest, situated just a short 0.28-mile walk from the venue.

Breakfast will be provided.

Reserve Your Seat

Places are limited. Register your interest to secure your place and receive final venue confirmation.