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
- Stephen Roberts (Host & Moderator) – Vice President, Sales, Clearwater
- Kaylash Patel – Global Product Director, Prism, Clearwater
- Mats Stellwall – Principal Architect AI/ML Financial Services, EMEA, Snowflake
- Bhadresh Patel – Deputy Chief Operating Officer, Broad Reach Investment Management
- Brad LeClair – Managing Director, Head of Product (Hedge Funds), Enfusion by Clearwater
- 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.