DiscoverCIBC Mellon Industry PerspectivesEpisode 64 - Frameworks for the Future feat. Accelex, Meradia, Silver Lead & CIBC Mellon - AI Roundtable Roundup pt 2
Episode 64 - Frameworks for the Future feat. Accelex, Meradia, Silver Lead & CIBC Mellon - AI Roundtable Roundup pt 2

Episode 64 - Frameworks for the Future feat. Accelex, Meradia, Silver Lead & CIBC Mellon - AI Roundtable Roundup pt 2

Update: 2025-01-20
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The second of our two-part roundup of a discussion on the
impacts of artificial intelligence on investment operations hosted by CIBC
Mellon, Accelex, and Meradia, featuring 30 senior leaders from Canadian pension
plans, asset managers and insurance companies.  


 


Topics discussed in this episode include governance and risk, the shifting vendor oversight landscape as institutions seek to modernize their data protection and usage standards, the need to advance policy frameworks at both the institutional and societal level, AI impacts on human capital, and the outlook for the future.




Participants:


• Dr. Brian Charles, Head of Silver Lead Technology Advisors & director of MIT's executive AI and business strategy course via 2U/edX


• Philip Mortimer, Chief Technology Officer, Accelex


• Brian Buzzelli, Head of Data Practice, Meradia


• Mike Plantinga, Vice President, Enterprise Security, CIBC Mellon


• Hosted by Brent Merriman, Vice President, Marketing and Strategic Insights, CIBC Mellon


This presentation contains the presenter’s
personal views and not those of CIBC Mellon or any other person. It may be
considered advertising, and provides general information only and neither the presenter
nor CIBC Mellon nor any other person are, by means of this presentation,
rendering accounting, business, financial, investment, legal, tax, or other
professional advice or services.  This presentation is intended for
general informational purposes only. It may not be regarded as comprehensive
nor as a substitute for professional advice.  Before taking any particular
course of action, contact your professional advisor to discuss these matters in
the context of your particular circumstances.  Neither the presenter nor
CIBC Mellon accept responsibility for any loss or damage occasioned by your
reliance on information contained in this presentation.


 


©2025 CIBC Mellon. CIBC Mellon is a
licensed user of the CIBC trade-mark and certain BNY trade-marks, and is the
corporate brand of CIBC Mellon Trust Company. None of CIBC Mellon Trust
Company, CIBC, The Bank of New York Mellon Corporation and their affiliates
make any representations or warranties as to its accuracy, currency or
completeness, makes any commitment to update any information.  No part of
the presentation is an offer or solicitation in respect of any particular
strategy and may not be construed as such.  Services referred to may not
be offered in all jurisdictions nor by all companies.


CIBC Mellon does not provide investment or
asset management services. This presentation, either in whole or in part, must
not be reproduced nor referred to without the express written permission of
CIBC Mellon. Trademarks, service marks and logos belong to their respective
owners.



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Episode 64 - Frameworks for the Future feat. Accelex, Meradia, Silver Lead & CIBC Mellon - AI Roundtable Roundup pt 2

Episode 64 - Frameworks for the Future feat. Accelex, Meradia, Silver Lead & CIBC Mellon - AI Roundtable Roundup pt 2

CIBC Mellon