Navigate the complexities and hype surrounding AI's role in finance. Discover how technology will transform, not replace, investment professionals, and what that means for your future.
AI dominates headlines and investment conferences these days … often to excess. Sensational stories like “Here’s the robot that will steal your job” and charges of “Disrupt, transform or die” fill our feeds and raise fearmongering narratives that channel Isaac Asimov’s I, Robot or James Cameron’s Skynet—of course from the Terminator series.
Quant shops, hedge funds, and algorithmic trading firms have embedded AI in their models for over a decade. But have we hit a tipping point where applications of these accelerated computing capabilities are ready to invade the more traditional asset management business?
What are those use cases and which are most promising? And how should we think about peaceful future coexistence of the human and the machine in managing portfolios?
Martín Escobari and Dave Morehead join us to unpack this provocative topic.
Chartered Alternative Investment Analyst Association
CAIA Association is a global network of forward-thinking investment professionals, redefining the future of capital allocation in a world where traditional and alternative investments are converging at an unprecedented pace. United by a commitment to improving investment outcomes, we lead with authority, educate to inspire, and connect people who turn insight into action. CAIA Association creates dynamic and captivating learning experiences designed to engage investment professionals at every level. Its programs – the CAIA Charter and the CAIA.nxt™ platform – offer critical levels of access to a comprehensive curriculum that equips the investment community with the skills and knowledge needed to build modern portfolios. CAIA Association is a global member-driven community of more than 14,000 professionals, united by a shared commitment to improving investment outcomes and building a more aligned, principled capital market system.
Co-President, Head of Global Growth Equity, General Atlantic
Martín Escobari is Co-President and Head of Global Growth Equity. He is Chairman of the firm’s Global Growth Equity Investment Committee and also serves on the Executive and Portfolio Committee. Before joining General Atlantic in 2012, Martín was a Managing Director at Advent International where he focused on the financial services sector. Prior to that, he was Co-Founder and CFO of Submarino.com, a leading Brazilian online retailer that went public on the Bovespa. Martín started his career as a management consultant at The Boston Consulting Group. Martín currently sits on the boards of General Atlantic portfolio companies Arco, dLocal, and XP. He also serves on the boards of Endeavor Global, Harvard Management Company, Lincoln Center, the Partnership for New York City, and the David Rockefeller Center for Latin American Studies at Harvard.
Chief Investment Officer, Marketable Investments, Baylor University
Dave Morehead joined the Baylor University Office of Investments in 2011 and currently serves as the Chief Investment Officer. From 2019–2024, Mr. Morehead co-taught the Large Cap and Small Cap practicum classes at Baylor’s Hankamer School of Business. Previously, he was a senior portfolio manager at Lotsoff Capital Management, where he managed securities across the corporate capital structure, and a partner at Highview Capital Management, where he focused on public and private energy investments. Prior to this, he was a portfolio manager at Ritchie Capital Management, responsible for a generalist corporate relative value and distressed portfolio, and spent time performing equity research on the transportation/logistics and specialty retail sectors at William Blair & Company. Mr. Morehead also held roles at Bank of America, where he was responsible for the risk management of the bank's interest rate derivatives desk, and First Trust Advisors, where he advised community banks on their investment portfolios. Dave graduated summa cum laude from Wheaton College and earned his MBA in finance and entrepreneurship with honors from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst (CFA) designation.
